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 |
|---|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | 48,400 | $29.9M | 0.74% | +48,400 | New |
| Essex Financial Services, Inc. | 48,397 | $29.9M | 1.96% | +2,958+6.5% | Added |
| Afg Fiduciary Services Limited Partnership | 401,177 | $29.8M | 19.23% | +8,391+2.1% | Added |
| Union Bancaire Privee, UBP SA | 46,775 | $29.7M | 0.49% | +11,550+32.8% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 47,778 | $29.5M | 0.51% | −266,022−84.8% | Reduced |
| Great Valley Advisor Group, Inc. | 47,714 | $29.5M | 0.65% | −2,629−5.2% | Reduced |
| Independent Family Office, LLC | 47,632 | $29.4M | 13.64% | 00.0% | Unchanged |
| BSW Wealth Partners | 47,480 | $29.3M | 4.02% | +852+1.8% | Added |
| Advance Capital Management, Inc. | 47,229 | $29.2M | 1.32% | −4,200−8.2% | Reduced |
| Motco | 45,751 | $28.9M | 2.77% | +136+0.3% | Added |
| Jasper Ridge Partners, L.P. | 46,796 | $28.9M | 0.72% | +79+0.2% | Added |
| Cresta Advisors, Ltd. | 46,792 | $28.9M | 14.09% | −463−1.0% | Reduced |
| Montz Harcus Wealth Management LLC | 46,670 | $28.8M | 13.92% | +73+0.2% | Added |
| Norris Financial Group, LLC | 46,465 | $28.7M | 11.76% | +348+0.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 46,178 | $28.5M | 0.34% | −2,750−5.6% | Reduced |
| Arthur M. Cohen & Associates, LLC | 46,100 | $28.5M | 5.03% | +71+0.2% | Added |
| Regal Investment Advisors LLC | 45,958 | $28.4M | 2.13% | −356−0.8% | Reduced |
| German American Bancorp, Inc. | 45,826 | $28.3M | 2.77% | −544−1.2% | Reduced |
| State of Alaska, Department of Revenue | 45,763 | $28.3M | 0.30% | −107,590−70.2% | Reduced |
| Amarillo National Bank | 45,735 | $28.3M | 5.25% | −123−0.3% | Reduced |
| Ciovacco Capital Management LLC | 45,508 | $28.1M | 15.30% | −4,219−8.5% | Reduced |
| Capital International Investors | 45,658 | $28.1M | 0.00% | −71,893−61.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 45,402 | $28.1M | 5.01% | +545+1.2% | Added |
| Correct Capital Wealth Management | 45,371 | $28.0M | 5.46% | +44,425+4,696.1% | Added |
| Parallel Advisors, LLC | 45,352 | $28.0M | 0.56% | +5,979+15.2% | Added |
| Firestone Capital Management | 45,339 | $28.0M | 6.60% | +846+1.9% | Added |
| Blueshift Asset Management, LLC | 45,235 | $27.9M | 8.59% | +45,235 | New |
| Moran Wealth Management, LLC | 45,192 | $27.9M | 0.87% | +4,096+10.0% | Added |
| Palumbo Wealth Management LLC | 45,185 | $27.9M | 8.65% | +250+0.6% | Added |
| Pinebridge Investments, L.P. | 44,981 | $27.8M | 0.23% | +10,379+30.0% | Added |
| Hancock Whitney Corp | 44,976 | $27.8M | 0.53% | +10,104+29.0% | Added |
| Hantz Financial Services, Inc. | 44,971 | $27.8M | 0.45% | +2,085+4.9% | Added |
| Condor Capital Management | 44,747 | $27.6M | 2.40% | −379−0.8% | Reduced |
| Equitable Trust Co | 44,638 | $27.6M | 1.37% | +23,277+109.0% | Added |
| Aragon Global Management, LP | 44,580 | $27.5M | 11.08% | 00.0% | Unchanged |
| Factory Mutual Insurance Co | 44,550 | $27.5M | 0.30% | −42,000−48.5% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 44,485 | $27.5M | 18.55% | −187−0.4% | Reduced |
| Burt Wealth Advisors | 44,447 | $27.5M | 6.28% | −517−1.1% | Reduced |
| Prosperity Consulting Group, LLC | 44,440 | $27.5M | 2.00% | −921−2.0% | Reduced |
| Salomon & Ludwin, LLC | 44,113 | $27.4M | 2.70% | −626−1.4% | Reduced |
| First Business Financial Services, Inc. | 43,995 | $27.2M | 2.45% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 43,862 | $27.1M | 3.89% | −782−1.8% | Reduced |
| McAlister, Sweet & Associates, Inc. | 43,773 | $27.0M | 24.00% | +38,916+801.2% | Added |
| Black Maple Capital Management LP | 43,752 | $27.0M | 18.70% | +3,000+7.4% | Added |
| Resonant Capital Advisors, LLC | 43,623 | $27.0M | 1.73% | −1,157−2.6% | Reduced |
| KCM Investment Advisors LLC | 43,655 | $27.0M | 0.90% | −1,418−3.1% | Reduced |
| Angeles Wealth Management, LLC | 43,645 | $27.0M | 1.85% | −277−0.6% | Reduced |
| SimpliFi, Inc. | 42,932 | $26.5M | 11.69% | +375+0.9% | Added |
| Hilltop Holdings Inc. | 42,775 | $26.4M | 1.69% | +7,677+21.9% | Added |
| ARS Investment Partners, LLC | 42,738 | $26.4M | 1.93% | −332−0.8% | Reduced |
| Indiana Trust & Investment Management CO | 42,715 | $26.4M | 8.73% | +10.0% | Added |
| James J. Burns & Company, LLC | 42,637 | $26.3M | 4.30% | +7,085+19.9% | Added |
| Kingsview Wealth Management, LLC | 42,522 | $26.3M | 0.44% | +931+2.2% | Added |
| Kovack Advisors, Inc. | 42,513 | $26.3M | 2.57% | +2,906+7.3% | Added |
| NDWM LLC | 42,498 | $26.3M | 19.23% | +36,440+601.5% | Added |
| Family Management Corp | 42,496 | $26.3M | 3.99% | +1,294+3.1% | Added |
| Strategic Equity Management | 42,335 | $26.2M | 9.62% | −10,273−19.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 42,228 | $26.1M | 0.44% | −44−0.1% | Reduced |
| Foguth Wealth Management, LLC. | 42,204 | $26.1M | 5.58% | −9,369−18.2% | Reduced |
| LCM Capital Management Inc | 42,162 | $26.0M | 13.54% | +305+0.7% | Added |
| Houlihan Financial Resource Group, Ltd. | 41,658 | $26.0M | 10.79% | −257−0.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 42,076 | $26.0M | 0.90% | +1,011+2.5% | Added |
| O'Shaughnessy Asset Management, LLC | 42,063 | $26.0M | 0.18% | +6,950+19.8% | Added |
| Royal Fund Management, LLC | 42,000 | $26.0M | 2.77% | +38,096+975.8% | Added |
| Lifestyle Asset Management, Inc. | 41,873 | $25.9M | 12.08% | −9,476−18.5% | Reduced |
| First Heartland Consultants, Inc. | 41,581 | $25.7M | 2.29% | −10,180−19.7% | Reduced |
| Spectrum Strategic Capital Management, LLC | 41,523 | $25.7M | 16.34% | +27,321+192.4% | Added |
| Daiwa Securities Group Inc. | 41,126 | $25.6M | 0.09% | +30,216+277.0% | Added |
| Financial Engines Advisors L.L.C. | 41,385 | $25.6M | 0.05% | +6,129+17.4% | Added |
| Aviso Financial Inc. | 41,286 | $25.5M | 1.15% | +433+1.1% | Added |
| Edgestream Partners, L.P. | 41,176 | $25.4M | 0.71% | −2,635−6.0% | Reduced |
| Engineers Gate Manager LP | 41,159 | $25.4M | 0.32% | −20,796−33.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 41,141 | $25.4M | 5.69% | +23+0.1% | Added |
| Axxcess Wealth Management, LLC | 49,325 | $25.4M | 0.61% | +14,713+42.5% | Added |
| Sovereign Financial Group, Inc. | 41,061 | $25.4M | 5.23% | −1,267−3.0% | Reduced |
| PKS Advisory Services, LLC | 41,932 | $25.3M | 6.23% | +37,760+905.1% | Added |
| Diversified Portfolios, Inc. | 40,847 | $25.2M | 2.41% | +223+0.5% | Added |
| Welch & Forbes LLC | 40,816 | $25.2M | 0.31% | −1,611−3.8% | Reduced |
| Whitford Management LLC | 40,800 | $25.2M | 26.75% | +600+1.5% | Added |
| RK Capital Management, LLC | 40,767 | $25.2M | 30.89% | +577+1.4% | Added |
| Securian Asset Management, Inc | 40,710 | $25.2M | 0.72% | −2,480−5.7% | Reduced |
| Encompass More Asset Management | 40,543 | $25.0M | 5.86% | +29,221+258.1% | Added |
| National Asset Management, Inc. | 40,333 | $24.9M | 1.21% | −29,905−42.6% | Reduced |
| Lanham O'Dell & Company, Inc. | 40,237 | $24.9M | 10.50% | +39,691+7,269.4% | Added |
| Roble, Belko & Company, Inc | 40,234 | $24.9M | 3.62% | +370+0.9% | Added |
| Iridian Asset Management LLC | 40,000 | $24.7M | 8.56% | +40,000 | New |
| Orchard Capital Managment, LLC | 40,000 | $24.7M | 27.33% | +40,000 | New |
| Guardian Wealth Advisors, LLC | 39,989 | $24.7M | 14.63% | +748+1.9% | Added |
| Capital Management Associates, Inc | 39,926 | $24.7M | 7.81% | −40,938−50.6% | Reduced |
| BLB&B Advisors, LLC | 39,856 | $24.6M | 1.15% | +1,997+5.3% | Added |
| Western Wealth Management, LLC | 39,832 | $24.6M | 1.46% | −432−1.1% | Reduced |
| LFA - Lugano Financial Advisors SA | 39,806 | $24.6M | 14.57% | −2,703−6.4% | Reduced |
| Raelipskie Partnership | 39,734 | $24.5M | 11.24% | −42−0.1% | Reduced |
| Prescott Group Capital Management, L.L.C. | 39,583 | $24.5M | 2.89% | +13,663+52.7% | Added |
| George Kaiser Family Foundation | 39,583 | $24.5M | 3.52% | +13,663+52.7% | Added |
| PFG Advisors | 39,566 | $24.4M | 1.16% | +12,876+48.2% | Added |
| Palisade Asset Management, LLC | 39,445 | $24.4M | 2.42% | −660−1.6% | Reduced |
| BancorpSouth Bank | 39,264 | $24.3M | 1.60% | −905−2.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 39,259 | $24.3M | 3.04% | −15,703−28.6% | Reduced |
| Tull Financial Group, Inc. | 39,097 | $24.2M | 10.99% | −63−0.2% | Reduced |