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 |
|---|---|---|---|---|---|
| Baltimore-Washington Financial Advisors, Inc. | 39,079 | $24.1M | 1.13% | −1,003−2.5% | Reduced |
| Central Pacific Bank - Trust Division | 38,868 | $24.0M | 3.06% | −1,244−3.1% | Reduced |
| Three Bridge Wealth Advisors, LLC | 38,694 | $24.0M | 6.32% | +2,816+7.8% | Added |
| Eagle Capital Management, LLC | 38,712 | $23.9M | 10.51% | +301+0.8% | Added |
| Boyd Watterson Asset Management LLC | 38,695 | $23.9M | 7.52% | +103+0.3% | Added |
| Corsair Capital Management, L.P. | 38,503 | $23.8M | 4.56% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 38,340 | $23.7M | 0.28% | −1,636−4.1% | Reduced |
| Wellspring Financial Advisors, LLC | 650,206 | $23.5M | 2.36% | +613,293+1,661.5% | Added |
| Connecticut Wealth Management, LLC | 38,004 | $23.5M | 1.12% | +337+0.9% | Added |
| ASB Consultores, LLC | 37,938 | $23.4M | 15.66% | −2,959−7.2% | Reduced |
| O'Dell Group, LLC | 37,679 | $23.3M | 5.81% | −845−2.2% | Reduced |
| Fort Washington Investment Advisors Inc | 37,598 | $23.2M | 0.13% | −6,593−14.9% | Reduced |
| Titleist Asset Management, LLC | 37,429 | $23.1M | 2.30% | +7,670+25.8% | Added |
| Iron Horse Wealth Management, LLC | 37,393 | $23.1M | 6.82% | +602+1.6% | Added |
| Penobscot Investment Management Company, Inc. | 37,388 | $23.1M | 1.97% | +6,206+19.9% | Added |
| Smith Anglin Financial, LLC | 37,369 | $23.1M | 2.09% | −1,004−2.6% | Reduced |
| Albion Financial Group | 37,366 | $23.1M | 1.51% | +211+0.6% | Added |
| Blue Edge Capital, LLC | 37,131 | $22.9M | 3.41% | +207+0.6% | Added |
| Avidian Wealth Solutions, LLC | 37,086 | $22.9M | 0.93% | +2,796+8.2% | Added |
| Avestar Capital, LLC | 37,011 | $22.9M | 1.67% | +5,610+17.9% | Added |
| Chilton Capital Management LLC | 36,964 | $22.8M | 0.84% | −166−0.4% | Reduced |
| Scharf Investments, LLC | 36,954 | $22.8M | 0.66% | +8,294+28.9% | Added |
| Financial Services Advisory Inc | 36,821 | $22.7M | 10.98% | −2,742−6.9% | Reduced |
| Heritage Trust Co | 36,805 | $22.7M | 2.63% | +2,257+6.5% | Added |
| Belmont Capital, LLC | 36,796 | $22.7M | 3.46% | +1,043+2.9% | Added |
| Perbak Capital Partners LLP | 36,754 | $22.7M | 5.13% | +21,491+140.8% | Added |
| Spinnaker Trust | 36,634 | $22.6M | 1.36% | −2,335−6.0% | Reduced |
| Childress Capital Advisors, LLC | 36,514 | $22.6M | 5.68% | +12,162+49.9% | Added |
| Armstrong Advisory Group, Inc | 36,438 | $22.5M | 1.70% | −157−0.4% | Reduced |
| Gamco Investors, Inc. Et Al | 36,434 | $22.5M | 0.22% | +18,124+99.0% | Added |
| PFG Investments, LLC | 36,405 | $22.5M | 1.32% | −1,567−4.1% | Reduced |
| LifeSteps Financial, Inc. | 36,395 | $22.5M | 15.45% | +6,174+20.4% | Added |
| Compass Planning Associates Inc | 36,328 | $22.4M | 20.60% | +677+1.9% | Added |
| TrueWealth Advisors, LLC | 36,250 | $22.4M | 6.63% | +344+1.0% | Added |
| First Manhattan Co | 36,098 | $22.4M | 0.06% | +5,255+17.0% | Added |
| Soltis Investment Advisors LLC | 36,059 | $22.3M | 1.75% | −18,868−34.4% | Reduced |
| Trust Co of Oklahoma | 35,926 | $22.2M | 7.06% | −730−2.0% | Reduced |
| Leavell Investment Management, Inc. | 35,761 | $22.2M | 0.99% | +38+0.1% | Added |
| Pacific Wealth Strategies Group, Inc. | 35,052 | $22.2M | 14.53% | +33,689+2,471.7% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 35,836 | $22.1M | 15.69% | +35,836 | New |
| Nepc LLC | 35,717 | $22.1M | 0.56% | −72−0.2% | Reduced |
| Daymark Wealth Partners, LLC | 35,145 | $21.7M | 0.83% | −21−0.1% | Reduced |
| Segment Wealth Management, LLC | 34,906 | $21.6M | 1.37% | −885−2.5% | Reduced |
| Cobblestone Capital Advisors LLC | 34,752 | $21.5M | 1.10% | +2,024+6.2% | Added |
| Beacon Investment Advisory Services, Inc. | 34,743 | $21.5M | 0.95% | +2,869+9.0% | Added |
| Accurate Wealth Management, LLC | 34,258 | $21.4M | 3.28% | +868+2.6% | Added |
| Brickley Wealth Management | 34,673 | $21.4M | 4.19% | −2,591−7.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 34,440 | $21.3M | 0.30% | +442+1.3% | Added |
| Bulltick Wealth Management, LLC | 34,380 | $21.3M | 5.25% | +6,520+23.4% | Added |
| Saiph Capital, LLC | 34,229 | $21.1M | 8.23% | −50−0.1% | Reduced |
| Advisory Alpha, LLC | 34,197 | $21.1M | 0.66% | −5,350−13.5% | Reduced |
| Henshaw Capital LLC | 34,135 | $21.1M | 0.84% | +3,235+10.5% | Added |
| Watts Gwilliam & Co., LLC | 31,807 | $21.1M | 3.46% | −3,969−11.1% | Reduced |
| FCG Investment Co | 34,078 | $21.1M | 10.99% | +33,400+4,926.3% | Added |
| Thrive Wealth Management, LLC | 33,860 | $20.9M | 3.38% | −1,481−4.2% | Reduced |
| Wesbanco Bank Inc | 33,775 | $20.9M | 0.62% | +8,636+34.4% | Added |
| Private Advisory Group LLC | 33,712 | $20.8M | 1.95% | +8,680+34.7% | Added |
| Aspen Investment Management Inc | 33,705 | $20.8M | 8.76% | −643−1.9% | Reduced |
| Hummer Financial Advisory Services Inc | 33,610 | $20.8M | 15.64% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 33,682 | $20.8M | 0.45% | −3,704−9.9% | Reduced |
| Genesis Wealth Advisors, LLC | 33,645 | $20.8M | 15.60% | +2,678+8.6% | Added |
| Medici Capital LLC | 33,638 | $20.8M | 23.68% | −35,262−51.2% | Reduced |
| NewSquare Capital LLC | 33,511 | $20.7M | 1.54% | +219+0.7% | Added |
| Insight Advisors, LLC | 33,346 | $20.6M | 3.32% | +2,528+8.2% | Added |
| SEI Investments Co | 33,131 | $20.5M | 0.02% | +2,823+9.3% | Added |
| Tikvah Management LLC | 33,104 | $20.5M | 6.75% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 32,868 | $20.4M | 9.43% | +647+2.0% | Added |
| Meridian Wealth Advisors, LLC | 32,970 | $20.4M | 3.22% | −632−1.9% | Reduced |
| Private Trust Co NA | 32,905 | $20.3M | 1.94% | −2,051−5.9% | Reduced |
| TKG Advisors, LLC | 32,852 | $20.3M | 9.09% | +2,479+8.2% | Added |
| Sentinel Trust Co Lba | 32,812 | $20.3M | 2.20% | −1,942−5.6% | Reduced |
| Koshinski Asset Management, Inc. | 32,751 | $20.2M | 1.53% | −668−2.0% | Reduced |
| Davenport & Co LLC | 32,689 | $20.2M | 0.11% | −4,382−11.8% | Reduced |
| Resolute Partners Group | 32,584 | $20.2M | 5.02% | +80.0% | Added |
| Baron Financial Group, LLC | 32,645 | $20.2M | 11.84% | +126+0.4% | Added |
| Delta Financial Advisors LLC | 32,597 | $20.1M | 7.08% | −144−0.4% | Reduced |
| JCP Investment Management, LLC | 32,512 | $20.1M | 11.59% | +1,843+6.0% | Added |
| Country Club Bank | 32,646 | $20.1M | 1.26% | −24−0.1% | Reduced |
| Seven Mile Advisory | 32,468 | $20.1M | 12.06% | −50.0% | Reduced |
| Second Line Capital, LLC | 32,269 | $20.0M | 4.65% | −391−1.2% | Reduced |
| New England Private Wealth Advisors LLC | 31,410 | $19.9M | 2.91% | +30+0.1% | Added |
| Paragon Financial Partners, Inc. | 32,234 | $19.9M | 13.60% | +2,035+6.7% | Added |
| WealthBridge Capital Management, LLC | 32,207 | $19.9M | 5.05% | +591+1.9% | Added |
| Pioneer Trust Bank N A | 32,203 | $19.9M | 5.08% | −980−3.0% | Reduced |
| Evergreen Capital Management LLC | 32,056 | $19.9M | 0.60% | +1,638+5.4% | Added |
| Nilsine Partners, LLC | 31,930 | $19.7M | 1.99% | +1,426+4.7% | Added |
| Bienville Capital Management, LLC | 31,727 | $19.7M | 3.87% | +12,018+61.0% | Added |
| PCG Asset Management, LLC | 31,784 | $19.6M | 16.88% | −335−1.0% | Reduced |
| Financial & Tax Architects, LLC | 31,704 | $19.6M | 4.76% | −5,493−14.8% | Reduced |
| International Assets Investment Management, LLC | 31,602 | $19.5M | 1.58% | +7,381+30.5% | Added |
| Royal Capital Wealth Management, LLC | 31,566 | $19.5M | 12.97% | +95+0.3% | Added |
| Ethos Financial Group, LLC | 31,473 | $19.5M | 1.68% | +5,966+23.4% | Added |
| Central Bank & Trust Co | 31,553 | $19.5M | 3.19% | −622−1.9% | Reduced |
| Austin Private Wealth, LLC | 31,532 | $19.5M | 1.54% | +15,680+98.9% | Added |
| Aprio Wealth Management, LLC | 31,504 | $19.5M | 2.20% | −987−3.0% | Reduced |
| Clark Financial Services Group Inc | 31,490 | $19.5M | 11.96% | +514+1.7% | Added |
| Banque de Luxembourg S.A. | 34,778 | $19.5M | 11.14% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 31,420 | $19.4M | 0.25% | −39,038−55.4% | Reduced |
| Hardy Reed LLC | 31,338 | $19.4M | 1.55% | −153−0.5% | Reduced |
| Aspect Partners, LLC | 31,332 | $19.4M | 9.54% | −18,257−36.8% | Reduced |