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 |
|---|---|---|---|---|---|
| Dean, Jacobson Financial Services, LLC | 79,271 | $49.0M | 37.87% | −18,350−18.8% | Reduced |
| IFG Advisory, LLC | 79,045 | $48.8M | 2.45% | +2,251+2.9% | Added |
| Connors Investor Services Inc | 78,691 | $48.6M | 4.31% | −2,800−3.4% | Reduced |
| Golden State Wealth Management, LLC | 78,469 | $48.5M | 5.90% | +56,705+260.5% | Added |
| Change Path, LLC | 78,334 | $48.4M | 1.27% | −5,468−6.5% | Reduced |
| Attessa Capital LLC | 78,307 | $48.4M | 30.98% | +15,506+24.7% | Added |
| Public Sector Pension Investment Board | 78,198 | $48.3M | 0.21% | −62,664−44.5% | Reduced |
| Diversify Wealth Management, LLC | 75,056 | $48.2M | 2.98% | +1,154+1.6% | Added |
| Capstone Investment Advisors, LLC | 77,866 | $48.1M | 0.41% | −338,456−81.3% | Reduced |
| Galilei Investment Office LLP | 77,655 | $48.0M | 24.40% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 77,386 | $47.8M | 0.55% | +2,253+3.0% | Added |
| Rathbone Brothers plc | 76,858 | $47.5M | 0.20% | +693+0.9% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 76,800 | $47.5M | 3.90% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 76,605 | $47.3M | 0.81% | +2,019+2.7% | Added |
| Lazard Freres Gestion S.A.S. | 76,495 | $47.3M | 0.99% | −1,918−2.4% | Reduced |
| Kaleidoscope Capital LP | 75,906 | $46.9M | 18.62% | +224+0.3% | Added |
| Silvercrest Asset Management Group LLC | 75,888 | $46.9M | 0.31% | +40,358+113.6% | Added |
| Maven Securities LTD | 75,747 | $46.8M | 12.12% | +20,978+38.3% | Added |
| Aristides Capital LLC | 75,546 | $46.7M | 14.87% | +38,207+102.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 75,351 | $46.5M | 0.36% | +18,631+32.8% | Added |
| Woodard & Co Asset Management Group Inc | 75,285 | $46.5M | 8.54% | −15,022−16.6% | Reduced |
| Signaturefd, LLC | 75,265 | $46.5M | 0.79% | +71+0.1% | Added |
| Systematic Alpha Investments, LLC | 75,170 | $46.4M | 1.65% | 00.0% | Unchanged |
| Fifth Third Securities, Inc. | 75,073 | $46.4M | 3.48% | +3,691+5.2% | Added |
| Black Swift Group, LLC | 75,000 | $46.3M | 9.35% | +24,251+47.8% | Added |
| Capasso Planning Partners LLC | 74,791 | $46.2M | 26.14% | −19,922−21.0% | Reduced |
| Argent Trust Co | 74,773 | $46.2M | 1.74% | +1,431+2.0% | Added |
| Frank, Rimerman Advisors LLC | 74,178 | $45.8M | 3.08% | −916−1.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 73,852 | $45.6M | 0.92% | −600−0.8% | Reduced |
| Navigation Wealth Management, Inc. | 73,839 | $45.6M | 67.18% | +71,213+2,711.8% | Added |
| Berkshire Bank | 73,554 | $45.4M | 10.37% | −4,839−6.2% | Reduced |
| King Wealth | 73,288 | $45.3M | 6.14% | +17,828+32.1% | Added |
| Kingswood Wealth Advisors, LLC | 73,142 | $45.2M | 3.57% | +17,284+30.9% | Added |
| Unique Wealth, LLC | 72,846 | $45.0M | 7.27% | +14,786+25.5% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 72,470 | $44.9M | 9.86% | +11,589+19.0% | Added |
| Kozak & Associates, Inc. | 71,606 | $44.7M | 9.11% | −712−1.0% | Reduced |
| Element Pointe Advisors, LLC | 72,205 | $44.6M | 10.79% | −51−0.1% | Reduced |
| Retirement Income Solutions, Inc | 71,881 | $44.4M | 8.15% | −503−0.7% | Reduced |
| Seven Post Investment Office LP | 71,865 | $44.4M | 16.73% | +1,445+2.1% | Added |
| Atlantic Private Wealth, LLC | 71,325 | $44.1M | 29.57% | −1,558−2.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 70,916 | $43.8M | 0.07% | +18,002+34.0% | Added |
| Lutz Financial Services LLC | 70,703 | $43.7M | 3.39% | −2,794−3.8% | Reduced |
| Woodline Partners LP | 70,255 | $43.4M | 0.23% | +57,465+449.3% | Added |
| Klingenstein Fields & Co LP | 70,151 | $43.3M | 1.72% | −3,450−4.7% | Reduced |
| Gladius Capital Management LP | 70,044 | $43.3M | 67.82% | +70,044 | New |
| Susquehanna Advisors Group, Inc. | 69,873 | $43.2M | 1.72% | +69,873 | New |
| Schusterman Interests, LLC | 69,517 | $43.0M | 65.47% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 69,158 | $42.7M | 3.49% | −5,831−7.8% | Reduced |
| Texas Permanent School Fund | 68,787 | $42.5M | 1.43% | +67,957+8,187.6% | Added |
| Anfield Capital Management, LLC | 68,463 | $42.3M | 14.00% | −558−0.8% | Reduced |
| ZEGA Investments, LLC | 67,716 | $41.8M | 10.50% | +12,269+22.1% | Added |
| Canandaigua National Bank & Trust Co | 67,503 | $41.7M | 3.86% | −1,007−1.5% | Reduced |
| Hengehold Capital Management LLC | 67,447 | $41.7M | 3.80% | +3,526+5.5% | Added |
| Harbour Investments, Inc. | 67,201 | $41.5M | 1.05% | +4,547+7.3% | Added |
| Wallace Hart LLC | 66,600 | $41.1M | 32.74% | +65,917+9,651.1% | Added |
| SNS Financial Group, LLC | 66,251 | $41.0M | 3.90% | −128−0.2% | Reduced |
| Yousif Capital Management, LLC | 66,074 | $40.8M | 0.44% | −27,978−29.7% | Reduced |
| Washington Growth Strategies LLC | 65,925 | $40.7M | 31.12% | +65,366+11,693.4% | Added |
| Signal Advisors Wealth, LLC | 65,799 | $40.7M | 3.18% | −7,497−10.2% | Reduced |
| Shilanski & Associates, Inc. | 65,727 | $40.6M | 11.60% | +1,685+2.6% | Added |
| Kera Capital Partners, Inc. | 65,663 | $40.6M | 7.99% | +11,005+20.1% | Added |
| North Star Investment Management Corp. | 65,616 | $40.5M | 2.83% | +268+0.4% | Added |
| Inscription Capital, LLC | 65,571 | $40.5M | 5.84% | +152+0.2% | Added |
| Clear Harbor Asset Management, LLC | 65,404 | $40.4M | 3.04% | +1,006+1.6% | Added |
| Greenberg Financial Group | 53,837 | $40.2M | 15.33% | +361+0.7% | Added |
| Olympus Wealth Management, LLC | 65,023 | $40.2M | 13.50% | −127−0.2% | Reduced |
| Trinity Financial Advisors LLC | 64,837 | $40.2M | 12.30% | −60.0% | Reduced |
| Archon Partners LLC | 65,000 | $40.2M | 4.63% | +15,900+32.4% | Added |
| Washburn Capital Management, Inc. | 64,866 | $40.1M | 23.50% | −651−1.0% | Reduced |
| Commonwealth Financial Services, LLC | 64,836 | $40.1M | 7.71% | +634+1.0% | Added |
| Principal Financial Group Inc | 64,756 | $40.0M | 0.02% | −1,927−2.9% | Reduced |
| Spire Wealth Management | 64,647 | $39.9M | 1.43% | −25,305−28.1% | Reduced |
| Caldwell Trust Co | 64,404 | $39.8M | 3.98% | −715−1.1% | Reduced |
| Resources Investment Advisors, LLC. | 64,154 | $39.6M | 0.44% | +6,795+11.8% | Added |
| Pitcairn Co | 64,057 | $39.6M | 2.59% | +2,422+3.9% | Added |
| Verger Capital Management LLC | 63,734 | $39.4M | 15.49% | +40+0.1% | Added |
| Youngs Advisory Group, Inc. | 63,648 | $39.3M | 14.95% | −1,824−2.8% | Reduced |
| Farmers Trust Co | 63,294 | $39.1M | 7.30% | −13,097−17.1% | Reduced |
| Guidance Capital, Inc | 62,896 | $39.1M | 11.16% | +60,370+2,389.9% | Added |
| Curtis Advisory Group, LLC | 63,270 | $39.1M | 9.82% | −24,308−27.8% | Reduced |
| Calamos Wealth Management LLC | 62,832 | $38.8M | 1.65% | +4,220+7.2% | Added |
| Aspen Grove Capital, LLC | 62,474 | $38.7M | 6.58% | +47+0.1% | Added |
| LM Advisors LLC | 62,634 | $38.7M | 4.98% | −417−0.7% | Reduced |
| AXA S.A. | 62,429 | $38.6M | 0.11% | 00.0% | Unchanged |
| Cullinan Associates Inc | 62,181 | $38.4M | 2.53% | +135+0.2% | Added |
| IPG Investment Advisors LLC | 62,003 | $38.4M | 7.50% | −949−1.5% | Reduced |
| MTC Wealth Management LLC | 62,086 | $38.4M | 18.43% | −1,728−2.7% | Reduced |
| Safeguard Investment Advisory Group, LLC | 61,956 | $38.3M | 9.56% | +1,634+2.7% | Added |
| SRS Capital Advisors, Inc. | 61,227 | $37.8M | 1.76% | +51,231+512.5% | Added |
| Associated Banc-Corp | 61,042 | $37.7M | 1.07% | −280.0% | Reduced |
| Mechanics Bank Trust Department | 61,012 | $37.7M | 5.40% | −13,202−17.8% | Reduced |
| Aspiriant, LLC | 61,012 | $37.7M | 1.20% | +656+1.1% | Added |
| Wetherby Asset Management Inc | 61,002 | $37.7M | 1.68% | +61,002 | New |
| Wealth Advisory Solutions, LLC | 60,784 | $37.6M | 9.51% | −245−0.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 60,731 | $37.5M | 13.78% | +201+0.3% | Added |
| We Are One Seven, LLC | 60,616 | $37.5M | 1.21% | −3,348−5.2% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 60,595 | $37.4M | 6.84% | +5,185+9.4% | Added |
| Atlas Private Wealth Advisors | 60,559 | $37.4M | 4.82% | −2,826−4.5% | Reduced |
| First Nebraska Trust Co | 61,919 | $37.2M | 3.56% | +1,682+2.8% | Added |
| QVR LLC | 59,906 | $37.0M | 37.30% | +59,906 | New |