SPDR S&P 500 ETF Trust
SPY- Exchange
- NYSE
- SEC CIK
- 0000884394
No open-market purchases or sales by SPDR S&P 500 ETF Trust insiders were filed in the last 90 days; 4,668 institutions reported holding it in 13F filings for Q2 2026, worth $448.3B in total; 4 superinvestors hold it, including Soros Fund Management and Giverny Capital.
13F holders, Q2 2025
Institutional positions in SPDR S&P 500 ETF Trust as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 4,245
- +114 vs. Q1 2025
- Shares held
- 590.8M
- +27.6M (+4.9%) vs. Q1 2025
- Total value
- $343.0B
- +$30.9B (+9.9%) vs. Q1 2025
- New holders
- 261
- 1,793 more added
- Sold out
- 147
- 1,639 more reduced
58 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SPY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,668 | $448.3B |
| Q1 2026 | 4,600 | $356.9B |
| Q4 2025 | 4,646 | $374.7B |
| Q3 2025 | 4,264 | $357.7B |
| Q2 2025 | 4,245 | $343.0B |
| Q1 2025 | 4,189 | $313.6B |
| Q4 2024 | 4,242 | $342.5B |
| Q3 2024 | 3,807 | $328.5B |
| Q2 2024 | 3,766 | $299.6B |
| Q1 2024 | 3,705 | $304.2B |
| Q4 2023 | 3,694 | $295.1B |
| Q3 2023 | 3,329 | $230.9B |
| Q2 2023 | 3,310 | $249.1B |
| Q1 2023 | 3,268 | $214.8B |
| Q4 2022 | 3,310 | $207.8B |
| Q3 2022 | 3,059 | $200.9B |
| Q2 2022 | 3,099 | $207.3B |
| Q1 2022 | 3,144 | $258.8B |
| Q4 2021 | 3,181 | $290.9B |
| Q3 2021 | 2,758 | $245.4B |
| Q2 2021 | 2,744 | $231.3B |
| Q1 2021 | 2,734 | $225.0B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bawa N Mallick Trust | 107,400 | $66.4M | 27.41% | 00.0% | Unchanged |
| Azarias Capital Management, L.P. | 106,461 | $65.8M | 29.90% | 00.0% | Unchanged |
| Moore Capital Management, LP | 106,329 | $65.7M | 1.31% | −99,639−48.4% | Reduced |
| West Financial Advisors, LLC | 106,085 | $65.5M | 11.40% | −1,685−1.6% | Reduced |
| Meritage Group LP | 106,022 | $65.5M | 1.79% | +106,022 | New |
| Belvedere Trading LLC | 105,417 | $65.1M | 5.13% | −476,680−81.9% | Reduced |
| Regions Financial Corp | 105,309 | $65.1M | 0.45% | +6,027+6.1% | Added |
| Westshore Wealth, LLC | 105,072 | $64.9M | 24.90% | −1,665−1.6% | Reduced |
| Greenleaf Trust | 104,448 | $64.5M | 0.57% | −1,957−1.8% | Reduced |
| D.A. Davidson & Co. | 104,232 | $64.4M | 0.45% | +8,192+8.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 104,050 | $64.3M | 0.19% | −7,509−6.7% | Reduced |
| Senator Investment Group LP | 104,000 | $64.3M | 2.48% | +104,000 | New |
| Omers Administration Corp | 103,835 | $64.2M | 0.50% | 00.0% | Unchanged |
| Socha Financial Group, LLC | 103,166 | $63.7M | 28.38% | +103,166 | New |
| Independent Financial Group, LLC | 102,972 | $63.6M | 1.75% | +10,197+11.0% | Added |
| Shepherd Financial Partners LLC | 102,420 | $63.3M | 6.69% | +518+0.5% | Added |
| Graypoint LLC | 101,761 | $62.9M | 3.54% | −304−0.3% | Reduced |
| Natixis Advisors, L.P. | 101,636 | $62.8M | 0.10% | +5,934+6.2% | Added |
| Eisler Capital Management Ltd. | 101,272 | $62.6M | 2.15% | +101,140+76,621.2% | Added |
| Bryn Mawr Trust Co | 101,217 | $62.5M | 1.11% | −7,598−7.0% | Reduced |
| LGL Partners, LLC | 98,901 | $62.5M | 27.76% | +176+0.2% | Added |
| Novare Capital Management LLC | 100,573 | $62.1M | 5.05% | −1,442−1.4% | Reduced |
| Soundwatch Capital LLC | 12,106,905 | $62.0M | 13.14% | +12,050,220+21,258.2% | Added |
| Simplex Trading, LLC | 100,129 | $61.9M | 1.67% | +100,129 | New |
| Proffitt & Goodson Inc | 98,764 | $61.0M | 9.30% | +64+0.1% | Added |
| Sapient Capital LLC | 98,213 | $60.9M | 1.09% | +1,572+1.6% | Added |
| Cynosure Management, LLC | 98,036 | $60.6M | 6.86% | +340.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 97,956 | $60.5M | 1.37% | +6,461+7.1% | Added |
| Allianz SE | 97,949 | $60.5M | 1.43% | 00.0% | Unchanged |
| Avanda Investment Management Pte. Ltd. | 97,736 | $60.4M | 34.19% | −148,342−60.3% | Reduced |
| Vanguard Group Inc | 97,586 | $60.3M | 0.00% | −123−0.1% | Reduced |
| Steel Peak Wealth Management LLC | 97,132 | $60.2M | 2.35% | +1,089+1.1% | Added |
| Solitude Financial Services | 97,401 | $60.2M | 21.80% | +604+0.6% | Added |
| Fidelis Capital Partners, LLC | 95,031 | $60.1M | 5.48% | +536+0.6% | Added |
| Board of Trustees of The Leland Stanford Junior University | 96,493 | $59.6M | 6.45% | −849,599−89.8% | Reduced |
| Crewe Advisors LLC | 96,140 | $59.4M | 8.40% | +805+0.8% | Added |
| Beacon Capital Management, Inc. | 96,081 | $59.4M | 3.06% | +71,958+298.3% | Added |
| Atria Wealth Solutions, Inc. | 94,897 | $58.8M | 1.33% | −117,458−55.3% | Reduced |
| Capital Advisors Inc | 95,022 | $58.7M | 1.05% | +56,295+145.4% | Added |
| Stock Yards Bank & Trust Co | 94,884 | $58.6M | 1.96% | −1,751−1.8% | Reduced |
| Eqis Capital Management, Inc. | 94,620 | $58.5M | 4.67% | −3,044−3.1% | Reduced |
| Modera Wealth Management, LLC | 94,502 | $58.4M | 0.72% | +1,429+1.5% | Added |
| Embree Financial Group | 94,429 | $58.3M | 8.79% | −1,435−1.5% | Reduced |
| Summit Trail Advisors, LLC | 94,037 | $58.3M | 1.00% | +7,942+9.2% | Added |
| Global Retirement Partners, LLC | 93,241 | $57.6M | 1.43% | +93,241 | New |
| SFG Wealth Management, LLC. | 92,889 | $57.4M | 34.68% | +1,390+1.5% | Added |
| Becker Capital Management Inc | 92,609 | $57.4M | 1.79% | −638−0.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 92,490 | $57.1M | 0.25% | −12,875−12.2% | Reduced |
| Greenhouse Wealth Management, LLC | 92,452 | $57.1M | 36.78% | +4,619+5.3% | Added |
| Robertson Stephens Wealth Management, LLC | 92,033 | $57.0M | 1.98% | +4,811+5.5% | Added |
| Phoenix Holdings Ltd. | 92,016 | $56.9M | 0.75% | +71,428+346.9% | Added |
| Legacy Wealth Management, LLC | 91,957 | $56.8M | 17.28% | −4,828−5.0% | Reduced |
| Meridian Wealth Management, LLC | 91,913 | $56.8M | 2.42% | −2,997−3.2% | Reduced |
| J.Safra Asset Management Corp | 91,723 | $56.7M | 3.95% | +585+0.6% | Added |
| Principal Street Partners, LLC | 93,444 | $56.6M | 5.55% | +46,717+100.0% | Added |
| Perigon Wealth Management, LLC | 91,325 | $56.4M | 1.32% | −9,874−9.8% | Reduced |
| First Financial Bank - Trust Division | 91,122 | $56.3M | 4.95% | +657+0.7% | Added |
| Congress Wealth Management LLC | 90,549 | $55.9M | 0.54% | +16,379+22.1% | Added |
| All Terrain Financial Advisors, LLC | 89,949 | $55.6M | 20.16% | +89+0.1% | Added |
| Sigma Planning Corp | 89,704 | $55.4M | 1.67% | −4,777−5.1% | Reduced |
| Toronto Dominion Bank | 89,633 | $55.4M | 0.12% | −109,228−54.9% | Reduced |
| Granby Capital Management, LLC | 89,500 | $55.3M | 30.87% | 00.0% | Unchanged |
| Barings LLC | 89,367 | $55.2M | 1.29% | −22,216−19.9% | Reduced |
| Global Endowment Management, LP | 89,363 | $55.2M | 7.35% | +14,280+19.0% | Added |
| Allie Family Office LLC | 89,188 | $55.2M | 27.35% | +7,005+8.5% | Added |
| Choate Investment Advisors | 88,550 | $54.7M | 1.19% | −209−0.2% | Reduced |
| Potentia Wealth | 88,366 | $54.6M | 31.11% | +1,408+1.6% | Added |
| Cumberland Advisors Inc | 88,318 | $54.6M | 22.96% | +1,570+1.8% | Added |
| Stone House Investment Management, LLC | 87,363 | $54.0M | 9.92% | −5,144−5.6% | Reduced |
| Belpointe Asset Management LLC | 86,408 | $53.4M | 2.22% | −13,838−13.8% | Reduced |
| Waldron Private Wealth LLC | 86,405 | $53.4M | 2.33% | −1,698−1.9% | Reduced |
| IFP Advisors, Inc | 86,255 | $53.3M | 1.52% | +25,854+42.8% | Added |
| Chicago Partners Investment Group LLC | 82,514 | $52.3M | 1.51% | −314−0.4% | Reduced |
| Heck Capital Advisors, LLC | 84,630 | $52.3M | 4.50% | +84,630 | New |
| First National Trust Co | 84,083 | $52.0M | 1.94% | −2,081−2.4% | Reduced |
| 4Thought Financial Group Inc. | 83,998 | $51.9M | 27.57% | −4,278−4.8% | Reduced |
| Aptus Capital Advisors, LLC | 83,970 | $51.9M | 0.51% | +1,503+1.8% | Added |
| Nicholas Hoffman & Company, LLC. | 83,809 | $51.8M | 1.34% | −350.0% | Reduced |
| IHT Wealth Management, LLC | 83,643 | $51.7M | 1.42% | −2,281−2.7% | Reduced |
| Archetype Wealth Partners | 83,419 | $51.5M | 7.15% | −8,872−9.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 83,135 | $51.4M | 0.74% | +81,898+6,620.7% | Added |
| Matauro, LLC | 82,357 | $50.9M | 9.55% | +1,102+1.4% | Added |
| Aua Capital Management, LLC | 82,299 | $50.8M | 30.37% | +1,426+1.8% | Added |
| Gladstone Institutional Advisory LLC | 81,965 | $50.6M | 2.09% | −1,083−1.3% | Reduced |
| Arvest Bank Trust Division | 81,550 | $50.4M | 2.94% | −172−0.2% | Reduced |
| Proficio Capital Partners LLC | 12,786,846 | $50.2M | 3.12% | +12,730,484+22,587.0% | Added |
| Fiduciary Alliance LLC | 80,883 | $50.0M | 3.73% | +5,518+7.3% | Added |
| Insigneo Advisory Services, LLC | 80,851 | $50.0M | 4.29% | +6,758+9.1% | Added |
| Dakota Wealth Management | 80,705 | $49.9M | 1.05% | +5,182+6.9% | Added |
| Allstate Corp | 80,594 | $49.8M | 3.59% | −302,746−79.0% | Reduced |
| Advisor Resource Council | 80,590 | $49.8M | 24.44% | −88,189−52.3% | Reduced |
| Simmons Bank | 80,480 | $49.7M | 3.54% | −3,160−3.8% | Reduced |
| Farther Finance Advisors, LLC | 80,151 | $49.5M | 0.99% | −4,518−5.3% | Reduced |
| United Capital Financial Advisers, LLC | 80,134 | $49.5M | 0.40% | −2,887−3.5% | Reduced |
| Flagship Harbor Advisors, LLC | 80,055 | $49.5M | 2.34% | +184+0.2% | Added |
| Merit Financial Group, LLC | 80,037 | $49.5M | 0.55% | +3,048+4.0% | Added |
| Anchor Capital Management Group Inc | 80,000 | $49.4M | 22.98% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 79,635 | $49.2M | 5.87% | −142,274−64.1% | Reduced |
| Marathon Trading Investment Management LLC | 79,631 | $49.2M | 29.51% | +65,854+478.0% | Added |
| Sowell Financial Services LLC | 79,400 | $49.1M | 2.00% | +2,887+3.8% | Added |