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 |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 59,826 | $37.0M | 1.49% | +8,512+16.6% | Added |
| Cercano Management LLC | 59,481 | $36.8M | 1.05% | −81,593−57.8% | Reduced |
| Hanover Advisors Inc | 59,349 | $36.7M | 14.95% | −1,440−2.4% | Reduced |
| Bank Hapoalim BM | 59,181 | $36.6M | 4.99% | +38+0.1% | Added |
| Humankind Investments LLC | 59,140 | $36.5M | 8.91% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 58,963 | $36.5M | 3.54% | +3,978+7.2% | Added |
| Adirondack Trust Co | 58,914 | $36.4M | 13.22% | +2,909+5.2% | Added |
| Lebenthal Global Advisors, LLC | 58,729 | $36.3M | 6.77% | −11,752−16.7% | Reduced |
| Midwest Professional Planners, LTD. | 58,572 | $36.2M | 9.53% | +301+0.5% | Added |
| Miracle Mile Advisors, LLC | 58,567 | $36.2M | 0.61% | +30,190+106.4% | Added |
| Tyche Wealth Partners LLC | 58,523 | $36.2M | 7.26% | +1,384+2.4% | Added |
| McElhenny Sheffield Capital Management, LLC | 58,229 | $36.0M | 9.59% | +53,695+1,184.3% | Added |
| King Luther Capital Management Corp | 58,163 | $35.9M | 0.16% | −426−0.7% | Reduced |
| Apollon Wealth Management, LLC | 57,975 | $35.8M | 0.71% | −3,692−6.0% | Reduced |
| Crestwood Advisors Group LLC | 57,962 | $35.8M | 0.64% | +263+0.5% | Added |
| Centaurus Financial, Inc. | 57,831 | $35.7M | 2.09% | −2,888−4.8% | Reduced |
| Brighton Jones LLC | 57,803 | $35.7M | 0.97% | +2,941+5.4% | Added |
| Dumont & Blake Investment Advisors LLC | 57,730 | $35.7M | 9.31% | −2,558−4.2% | Reduced |
| Marmo Financial Group, LLC | 57,472 | $35.5M | 17.69% | +585+1.0% | Added |
| Pensionmark Financial Group, LLC | 57,367 | $35.5M | 0.81% | +14,611+34.2% | Added |
| Swiss Life Asset Management Ltd | 57,200 | $35.3M | 0.21% | +4,200+7.9% | Added |
| Virtue Capital Management, LLC | 57,152 | $35.3M | 6.50% | +30,038+110.8% | Added |
| TIG Advisors, LLC | 56,882 | $35.2M | 1.92% | +56,882 | New |
| Westwood Holdings Group Inc. | 56,887 | $35.1M | 0.25% | +36,940+185.2% | Added |
| Partners Capital Investment Group, LLP | 56,706 | $35.0M | 1.40% | −160,703−73.9% | Reduced |
| L & S Advisors Inc | 56,656 | $35.0M | 3.47% | +27,177+92.2% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 56,648 | $35.0M | 15.62% | −426−0.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 56,594 | $35.0M | 0.28% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 56,323 | $34.8M | 1.55% | −588−1.0% | Reduced |
| Zacks Investment Management | 56,087 | $34.7M | 0.30% | −4,272−7.1% | Reduced |
| LSP Investment Advisors, LLC | 55,990 | $34.6M | 24.82% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 55,733 | $34.4M | 0.52% | −4,240−7.1% | Reduced |
| Johnson Financial Group, Inc. | 55,296 | $34.3M | 1.54% | +589+1.1% | Added |
| HMS Capital Management, LLC | 55,183 | $34.1M | 15.37% | −1,006−1.8% | Reduced |
| Capital Wealth Planning, LLC | 55,181 | $34.1M | 0.27% | +1,972+3.7% | Added |
| MPWM Advisory Solutions, LLC | 55,151 | $34.1M | 21.56% | +1,591+3.0% | Added |
| Kellett Schaffner Wealth Advisors LLC | 55,126 | $34.1M | 22.22% | −252−0.5% | Reduced |
| Arkadios Wealth Advisors | 55,089 | $34.0M | 1.02% | +22,080+66.9% | Added |
| Hapanowicz & Associates Financial Services, Inc | 54,851 | $33.9M | 17.12% | +215+0.4% | Added |
| Cary Street Partners Financial LLC | 54,640 | $33.8M | 0.95% | +39+0.1% | Added |
| Capital Group Private Client Services, Inc. | 54,622 | $33.7M | 0.29% | +2,948+5.7% | Added |
| Dorsey & Whitney Trust CO LLC | 54,537 | $33.7M | 1.78% | +7,654+16.3% | Added |
| Sanchez Wealth Management Group | 54,389 | $33.6M | 8.10% | +2,006+3.8% | Added |
| Glen Eagle Advisors, LLC | 54,361 | $33.6M | 5.17% | +388+0.7% | Added |
| Verdence Capital Advisors LLC | 54,331 | $33.6M | 2.29% | +2,381+4.6% | Added |
| Evermay Wealth Management LLC | 54,160 | $33.6M | 4.13% | −1,358−2.4% | Reduced |
| Mission Wealth Management, LP | 53,994 | $33.4M | 0.73% | +2,470+4.8% | Added |
| Roth Financial Partners LLC | 53,932 | $33.3M | 12.01% | −539−1.0% | Reduced |
| Thoma Capital Management LLC | 53,881 | $33.3M | 21.19% | +5,590+11.6% | Added |
| Ashton Thomas Private Wealth, LLC | 53,719 | $33.3M | 1.17% | +6,870+14.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 53,780 | $33.2M | 2.76% | +906+1.7% | Added |
| Smith, Moore & Co. | 53,410 | $33.0M | 2.77% | +771+1.5% | Added |
| LMR Partners LLP | 53,330 | $32.9M | 0.51% | +46,658+699.3% | Added |
| Benchmark Financial Wealth Advisors, LLC | 53,228 | $32.9M | 10.87% | −5,335−9.1% | Reduced |
| Howland Capital Management LLC | 52,812 | $32.7M | 1.33% | −511−1.0% | Reduced |
| Birinyi Associates Inc | 52,939 | $32.7M | 9.57% | −5,083−8.8% | Reduced |
| Financial Partners Group, Inc | 52,857 | $32.7M | 4.52% | +10,265+24.1% | Added |
| GFS Advisors, LLC | 52,792 | $32.6M | 4.46% | +52,792 | New |
| Trust Co of Virginia | 52,782 | $32.6M | 2.85% | −250−0.5% | Reduced |
| Bridgewater Advisors Inc. | 51,283 | $32.6M | 2.48% | −12,219−19.2% | Reduced |
| Oakmont Corp | 52,642 | $32.5M | 5.70% | −180−0.3% | Reduced |
| BigSur Wealth Management LLC | 52,423 | $32.5M | 8.20% | −220.0% | Reduced |
| Callan Family Office, LLC | 52,260 | $32.3M | 1.02% | −460−0.9% | Reduced |
| Ninepoint Partners LP | 52,200 | $32.3M | 6.24% | −2,700−4.9% | Reduced |
| Ground Swell Capital, LLC | 52,166 | $32.2M | 52.70% | +52,166 | New |
| Boston Private Wealth LLC | 51,953 | $32.1M | 1.72% | −26,838−34.1% | Reduced |
| Granite FO LLC | 51,942 | $32.1M | 18.18% | −3,915−7.0% | Reduced |
| Wedbush Securities Inc | 51,739 | $32.0M | 1.12% | −406−0.8% | Reduced |
| Curated Wealth Partners LLC | 51,633 | $31.9M | 3.74% | +124+0.2% | Added |
| Momentum Wealth Planning, LLC | 51,437 | $31.9M | 27.14% | +51,437 | New |
| First National Corp | 51,514 | $31.8M | 6.42% | +637+1.3% | Added |
| MKT Advisors LLC | 51,351 | $31.7M | 12.56% | −4,077−7.4% | Reduced |
| Clarius Group, LLC | 51,292 | $31.7M | 1.85% | −987−1.9% | Reduced |
| Wind River Trust Co | 51,273 | $31.7M | 12.70% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 51,223 | $31.6M | 0.68% | −15,063−22.7% | Reduced |
| Cardiff Park Advisors, LLC | 51,138 | $31.6M | 2.73% | −3,043−5.6% | Reduced |
| Trustmark National Bank Trust Department | 51,104 | $31.6M | 2.18% | −967−1.9% | Reduced |
| State of Wisconsin Investment Board | 50,886 | $31.4M | 0.08% | +3,846+8.2% | Added |
| Jarislowsky, Fraser Ltd | 50,798 | $31.4M | 0.18% | +6,565+14.8% | Added |
| British Columbia Investment Management Corp | 50,791 | $31.4M | 0.18% | +50,791 | New |
| Clarity Wealth Advisors, LLC | 50,660 | $31.3M | 7.72% | +1,451+2.9% | Added |
| Apella Capital, LLC | 50,281 | $31.2M | 0.85% | +37,314+287.8% | Added |
| Three Seasons Wealth, LLC | 50,422 | $31.2M | 3.57% | +6,686+15.3% | Added |
| HM Payson & Co | 50,377 | $31.1M | 0.49% | −10,133−16.7% | Reduced |
| Snowden Capital Advisors LLC | 50,019 | $31.0M | 0.92% | +6,667+15.4% | Added |
| NorthCrest Asset Manangement, LLC | 49,119 | $30.7M | 0.83% | +178+0.4% | Added |
| Oxford Financial Group Ltd | 49,582 | $30.6M | 1.82% | −970−1.9% | Reduced |
| Hobart Private Capital, LLC | 49,418 | $30.5M | 6.93% | −15,936−24.4% | Reduced |
| Aft, Forsyth & Sober, LLC | 49,400 | $30.5M | 10.32% | +400+0.8% | Added |
| Pineridge Advisors LLC | 49,356 | $30.5M | 11.05% | +1,679+3.5% | Added |
| FFT Wealth Management LLC | 48,112 | $30.4M | 5.98% | −6,244−11.5% | Reduced |
| Boston Family Office LLC | 49,112 | $30.3M | 2.02% | −293−0.6% | Reduced |
| Capital Investment Advisors, LLC | 49,105 | $30.3M | 0.54% | +2,082+4.4% | Added |
| Kilter Group LLC | 572 | $30.3M | 13.76% | 00.0% | Unchanged |
| Fiduciary Trust Co | 48,959 | $30.2M | 0.37% | −2,130−4.2% | Reduced |
| Focus Financial Network, Inc. | 48,916 | $30.2M | 1.19% | +4,270+9.6% | Added |
| Madison Asset Management, LLC | 48,909 | $30.2M | 0.33% | +7,970+19.5% | Added |
| Fortis Capital Advisors, LLC | 48,799 | $30.2M | 5.39% | −5,295−9.8% | Reduced |
| GM Advisory Group, Inc. | 48,691 | $30.1M | 1.49% | +1,804+3.8% | Added |
| Ironsides Asset Advisors, LLC | 48,616 | $30.0M | 8.71% | −2,859−5.6% | Reduced |