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, Q3 2025
Institutional positions in SPDR S&P 500 ETF Trust as of Sep 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
- 4,264
- +95 vs. Q2 2025
- Shares held
- 539.7M
- −45.1M (−7.7%) vs. Q2 2025
- Total value
- $357.7B
- +$18.5B (+5.4%) vs. Q2 2025
- New holders
- 198
- 1,692 more added
- Sold out
- 103
- 1,768 more reduced
76 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Transamerica Financial Advisors, Inc. | 1 | $34 | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 0 | $298 | 0.00% | −295−100.0% | Reduced |
| Capitol Family Office, Inc. | 1 | $666 | 0.00% | −16−94.1% | Reduced |
| Sofos Investments, Inc. | 1,874 | $1.25K | 0.00% | +1,874 | New |
| Equitec Proprietary Markets, LLC | 2 | $1.33K | 0.01% | 00.0% | Unchanged |
| PEAK6 LLC | 2 | $1.36K | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 34 | $3.00K | 0.00% | −1,437−97.7% | Reduced |
| Hillsdale Investment Management Inc. | 5 | $3.33K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 9 | $5.09K | 0.00% | +9 | New |
| Gs Investments, Inc. | 10 | $6.66K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 11 | $7.33K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 14 | $9.00K | 0.00% | +14 | New |
| Gould Capital, LLC | 20 | $13.3K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 20 | $13.3K | 0.00% | +20 | New |
| DecisionPoint Financial, LLC | 21 | $14.0K | 0.00% | +3+16.7% | Added |
| Binnacle Investments Inc | 23 | $15.3K | 0.01% | 00.0% | Unchanged |
| Imprint Wealth LLC | 23 | $15.3K | 0.05% | +23 | New |
| Holos Integrated Wealth LLC | 24 | $15.7K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 25 | $16.7K | 0.02% | −5−16.7% | Reduced |
| Valued Wealth Advisors LLC | 31 | $20.4K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 31 | $20.7K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 34 | $22.5K | 0.02% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 38 | $23.0K | 0.01% | −14−26.9% | Reduced |
| Wiser Advisor Group LLC | 35 | $23.5K | 0.03% | +35 | New |
| DB Fitzpatrick & Co, Inc | 39 | $26.0K | 0.02% | 00.0% | Unchanged |
| Access Investment Management LLC | 40 | $26.6K | 0.01% | 00.0% | Unchanged |
| BFI Infinity Ltd. | 45 | $30.0K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 45 | $30.0K | 0.00% | −97−68.3% | Reduced |
| Horizon Financial Services, LLC | 52 | $34.6K | 0.02% | −82−61.2% | Reduced |
| Chapman Financial Group, LLC | 52 | $34.6K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 53 | $35.3K | 0.02% | −30−36.1% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 54 | $36.0K | 0.03% | −8−12.9% | Reduced |
| REAP Financial Group, LLC | 55 | $36.6K | 0.01% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 60 | $40.0K | 0.03% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 60 | $40.0K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 63 | $42.0K | 0.02% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 66 | $44.0K | 0.03% | −8−10.8% | Reduced |
| Evergreen Private Wealth LLC | 68 | $45.3K | 0.02% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 70 | $46.8K | 0.03% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 74 | $49.3K | 0.02% | −2,518−97.1% | Reduced |
| Orion Capital Management LLC | 75 | $50.0K | 0.02% | +17+29.3% | Added |
| Covestor Ltd | 74 | $50.0K | 0.03% | +20+37.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 78 | $52.0K | 0.03% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 80 | $53.3K | 0.02% | −5−5.9% | Reduced |
| Riverview Trust Co | 80 | $53.3K | 0.06% | 00.0% | Unchanged |
| PayPay Securities Corp | 81 | $53.7K | 1.93% | +26+47.3% | Added |
| WFA of San Diego, LLC | 81 | $54.0K | 0.04% | 00.0% | Unchanged |
| New Millennium Group LLC | 84 | $55.9K | 0.03% | −16−16.0% | Reduced |
| Curat Global, LLC | 85 | $56.3K | 0.05% | 00.0% | Unchanged |
| Hara Capital LLC | 85 | $56.6K | 0.03% | 00.0% | Unchanged |
| Financial Consulate, Inc | 88 | $58.3K | 0.01% | +88 | New |
| New England Capital Financial Advisors LLC | 92 | $61.1K | 0.03% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 92 | $61.3K | 0.01% | +10+12.2% | Added |
| SWAN Capital LLC | 92 | $61.5K | 0.02% | +92 | New |
| Luminist Capital LLC | 93 | $62.1K | 0.05% | +8+9.4% | Added |
| True Wealth Design, LLC | 94 | $62.6K | 0.02% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 94 | $62.6K | 0.02% | +39+70.9% | Added |
| Tower Trust & Investment Co | 100 | $66.6K | 0.04% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 100 | $66.6K | 0.00% | −100−50.0% | Reduced |
| Skylands Capital, LLC | 100 | $66.6K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 105 | $69.9K | 0.01% | −27−20.5% | Reduced |
| Nalls Sherbakoff Group, LLC | 105 | $69.9K | 0.05% | 00.0% | Unchanged |
| Eukles Asset Management | 106 | $70.6K | 0.03% | +65+158.5% | Added |
| Arcadia Investment Advisors LLC | 111 | $73.9K | 0.04% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 112 | $74.6K | 0.04% | +112 | New |
| Capco Asset Management, LLC | 113 | $75.3K | 0.02% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 116 | $77.3K | 0.07% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 117 | $77.9K | 0.05% | 00.0% | Unchanged |
| Bank & Trust Co | 118 | $78.6K | 0.06% | 00.0% | Unchanged |
| Copia Wealth Management | 118 | $78.6K | 0.06% | +37+45.7% | Added |
| Dynamic Wealth Strategies, LLC | 119 | $79.3K | 0.05% | 00.0% | Unchanged |
| Fairway Wealth LLC | 120 | $79.9K | 0.02% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 120 | $80.0K | 0.02% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 155 | $84.2K | 0.07% | −171−52.5% | Reduced |
| Thompson Investment Management, Inc. | 128 | $85.3K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 130 | $86.6K | 0.02% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 136 | $90.4K | 0.07% | +136 | New |
| CBIZ Investment Advisory Services, LLC | 136 | $90.8K | 0.00% | −33−19.5% | Reduced |
| First Pacific Financial | 139 | $92.6K | 0.01% | 00.0% | Unchanged |
| Jabodon PT Co | 142,368 | $94.8K | 99.92% | +399+0.3% | Added |
| Hoey Investments, Inc | 145 | $96.6K | 0.01% | 00.0% | Unchanged |
| American Wealth Advisors, LLC | 150 | $99.9K | 0.10% | +150 | New |
| Accordant Advisory Group Inc | 150 | $99.9K | 0.07% | 00.0% | Unchanged |
| First Community Trust NA | 162 | $107.9K | 0.08% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 163 | $108.6K | 0.04% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 166 | $110.6K | 0.07% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 166 | $110.6K | 0.03% | 00.0% | Unchanged |
| Birchbrook, Inc. | 168 | $111.7K | 0.06% | +14+9.1% | Added |
| Perkins Coie Trust Co | 169 | $112.6K | 0.02% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 173 | $115.3K | 0.03% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 177 | $117.9K | 0.14% | +9+5.4% | Added |
| Citizens National Bank Trust Department | 178 | $118.6K | 0.02% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 178 | $118.6K | 0.08% | +1+0.6% | Added |
| Beutel, Goodman & Co Ltd. | 180 | $119.0K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 179 | $119.0K | 0.05% | 00.0% | Unchanged |
| Robbins Farley LLC | 183 | $121.9K | 0.05% | 00.0% | Unchanged |
| GGM Financials LLC | 187 | $124.3K | 0.06% | +187 | New |
| Legacy Wealth Managment, LLC | 187 | $124.8K | 0.06% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 214 | $125.5K | 0.07% | 00.0% | Unchanged |
| Kentucky Trust Co | 192 | $127.9K | 0.07% | 00.0% | Unchanged |