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 |
|---|---|---|---|---|---|
| Carrera Capital Advisors | 1,040 | $694.8K | 0.12% | −170−14.0% | Reduced |
| KWMG, LLC | 1,043 | $695.0K | 0.06% | +10+1.0% | Added |
| Security National Bank | 1,044 | $695.5K | 0.11% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,045 | $695.9K | 0.25% | −15−1.4% | Reduced |
| Scholtz & Company, LLC | 1,046 | $696.8K | 0.31% | −10−0.9% | Reduced |
| Jmac Enterprises LLC | 1,048 | $698.2K | 0.14% | +2+0.2% | Added |
| Creegan & Nassoura Financial Group, LLC | 1,050 | $699.5K | 0.45% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 1,050 | $699.5K | 0.27% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 1,051 | $700.1K | 0.17% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 1,052 | $700.8K | 0.29% | +7+0.7% | Added |
| Seneca Financial Advisors LLC | 1,053 | $701.2K | 0.23% | +51+5.1% | Added |
| Clark Estates Inc | 1,054 | $702.2K | 0.16% | 00.0% | Unchanged |
| Slagle Financial, LLC | 1,055 | $702.6K | 0.26% | +18+1.7% | Added |
| Shufro Rose & Co LLC | 1,260 | $704.9K | 0.06% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,062 | $707.8K | 0.06% | +21+2.0% | Added |
| Heritage Wealth Management, Inc. | 1,063 | $708.3K | 0.21% | −7−0.7% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 1,064 | $708.8K | 0.03% | −9,857,240−100.0% | Reduced |
| Transatlantique Private Wealth LLC | 1,065 | $709.5K | 0.23% | −29−2.7% | Reduced |
| Schaeffer Financial LLC | 1,066 | $710.3K | 0.64% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 1,068 | $711.5K | 0.27% | +1,068 | New |
| OneAscent Family Office, LLC | 1,071 | $713.5K | 0.58% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 1,071 | $713.6K | 0.13% | +7+0.7% | Added |
| NavPoint Financial, Inc. | 1,071 | $713.6K | 0.37% | +3+0.3% | Added |
| Aspire Growth Partners LLC | 1,073 | $714.7K | 0.52% | +3+0.3% | Added |
| Arvest Investments, Inc. | 1,076 | $716.8K | 0.10% | 00.0% | Unchanged |
| Level Wealth Management LLC | 1,081 | $720.4K | 0.38% | +1+0.1% | Added |
| Fermata Advisors, LLC | 1,084 | $722.1K | 0.18% | −134−11.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,090 | $726.1K | 0.13% | −750−40.8% | Reduced |
| UMA Financial Services, Inc. | 1,091 | $726.7K | 0.10% | +144+15.2% | Added |
| Chico Wealth RIA | 1,095 | $729.4K | 0.50% | 00.0% | Unchanged |
| Beck Capital Management, LLC | 1,096 | $729.9K | 0.17% | −19−1.7% | Reduced |
| Chemung Canal Trust Co | 1,098 | $731.5K | 0.15% | 00.0% | Unchanged |
| CPA Asset Management LLC | 1,098 | $731.6K | 0.28% | +1,098 | New |
| Variant Private Wealth, LLC | 1,099 | $732.1K | 0.68% | +3+0.3% | Added |
| Elite Life Management LLC | 1,101 | $732.2K | 1.49% | +9+0.8% | Added |
| R. W. Roge & Company, Inc. | 1,106 | $736.0K | 0.38% | 00.0% | Unchanged |
| Choice Wealth Advisors, LLC | 1,106 | $736.6K | 0.32% | +2+0.2% | Added |
| Mountain Capital Investment Advisors, Inc | 1,103 | $737.1K | 0.13% | +1,103 | New |
| Harbor Group, Inc. | 1,107 | $737.6K | 0.12% | +2+0.2% | Added |
| Accelerate Investment Advisors LLC | 1,109 | $738.8K | 0.50% | +10+0.9% | Added |
| Innovative Wealth Building LLC | 1,109 | $739.0K | 0.58% | −21−1.9% | Reduced |
| Braun-Bostich & Associates Inc. | 1,110 | $739.5K | 0.47% | −24−2.1% | Reduced |
| Sageworth Trust Co of South Dakota | 1,110 | $739.5K | 0.70% | 00.0% | Unchanged |
| SWMG, LLC | 1,102 | $740.0K | 0.22% | +7+0.6% | Added |
| Allodium Investment Consultants, LLC | 1,113 | $741.5K | 0.42% | 00.0% | Unchanged |
| Avant Financial Advisors LLC | 1,113 | $741.5K | 0.56% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 1,114 | $742.1K | 0.05% | +125+12.6% | Added |
| Eaton Financial Holdings Company, LLC | 1,114 | $742.4K | 0.21% | +4+0.4% | Added |
| Exeter Financial, LLC | 1,118 | $744.8K | 0.32% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 1,118 | $744.8K | 0.18% | +1,118 | New |
| Certus Wealth Management, LLC | 1,124 | $748.8K | 0.45% | 00.0% | Unchanged |
| Bryant Woods Investment Advisors, LLC | 1,124 | $748.8K | 0.29% | −7−0.6% | Reduced |
| Financial Futures Ltd Liability Co. | 1,124 | $749.0K | 0.36% | 00.0% | Unchanged |
| Butensky & Cohen Financial Security, Inc | 1,126 | $750.1K | 0.21% | −8−0.7% | Reduced |
| Smart Money Group LLC | 1,127 | $750.5K | 0.22% | −204−15.3% | Reduced |
| Marotta Asset Management | 1,124 | $751.0K | 0.14% | −53−4.5% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,128 | $751.4K | 0.16% | −32−2.8% | Reduced |
| Bath Savings Trust Co | 1,129 | $752.1K | 0.07% | −20−1.7% | Reduced |
| IVC Wealth Advisors LLC | 1,134 | $755.3K | 0.34% | +1+0.1% | Added |
| Tru Independence Asset Management 2, LLC | 1,131 | $755.5K | 0.50% | 00.0% | Unchanged |
| Maxele Advisors, LLC | 1,135 | $756.0K | 0.65% | −115−9.2% | Reduced |
| FC Advisory LLC | 1,136 | $756.7K | 0.22% | −41−3.5% | Reduced |
| Whitcomb & Hess, Inc. | 1,139 | $758.6K | 0.20% | +266+30.5% | Added |
| Wealth Effects LLC | 1,142 | $760.8K | 0.24% | −254−18.2% | Reduced |
| Ardent Capital Management, Inc. | 1,146 | $763.4K | 0.32% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 1,147 | $763.8K | 0.11% | −1−0.1% | Reduced |
| Xcel Wealth Management, LLC | 1,147 | $764.1K | 0.20% | +117+11.4% | Added |
| Lincoln Capital LLC | 1,144 | $765.5K | 0.14% | 00.0% | Unchanged |
| Gordian Advisors LLC | 1,150 | $766.1K | 0.51% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 1,152 | $767.6K | 0.30% | +805+232.0% | Added |
| Grantvest Financial Group LLC | 1,154 | $768.6K | 0.53% | +22+1.9% | Added |
| Sage Financial Management Group, Inc. | 1,157 | $770.8K | 0.25% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 1,160 | $772.8K | 0.66% | −10−0.9% | Reduced |
| Nova R Wealth, Inc. | 1,160 | $773.0K | 0.33% | +89+8.3% | Added |
| Vista Investment Partners II, LLC | 1,161 | $773.6K | 0.36% | +4+0.3% | Added |
| My Personal CFO, LLC | 1,163 | $774.8K | 0.30% | −9,232−88.8% | Reduced |
| Foundation Wealth Management, LLC | 1,163 | $774.8K | 0.30% | −97−7.7% | Reduced |
| Menlo Advisors LLC | 2,500 | $775.0K | 0.37% | +2,500 | New |
| GKV Capital Management Co., Inc. | 1,164 | $775.4K | 0.31% | −20−1.7% | Reduced |
| Commonwealth Retirement Investments LLC | 1,165 | $776.2K | 0.26% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 1,167 | $777.4K | 0.14% | −603−34.1% | Reduced |
| Dock Street Asset Management Inc | 1,171 | $780.1K | 0.07% | +38+3.4% | Added |
| Wealthcare Capital Management LLC | 1,175 | $782.8K | 0.08% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 1,175 | $782.8K | 0.34% | 00.0% | Unchanged |
| Rezny Wealth Management, Inc. | 1,176 | $783.4K | 0.16% | 00.0% | Unchanged |
| Weitzel Financial Services, Inc. | 1,187 | $783.7K | 0.32% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 1,177 | $784.1K | 0.27% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,178 | $785.0K | 0.35% | −11−0.9% | Reduced |
| Johnson Bixby & Associates, LLC | 1,181 | $786.7K | 0.10% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 1,181 | $786.8K | 0.35% | +150+14.5% | Added |
| Bedell Frazier Investment Counseling, LLC | 1,182 | $787.4K | 0.16% | −351−22.9% | Reduced |
| Quaker Wealth Management, LLC | 1,183 | $788.1K | 0.26% | −169−12.5% | Reduced |
| Vested Financial Planning, LLC | 1,185 | $789.2K | 0.64% | +205+20.9% | Added |
| Marex Group plc | 1,187 | $790.8K | 0.01% | −1,494−55.7% | Reduced |
| Alteri Wealth LLC | 1,189 | $791.9K | 0.27% | +153+14.8% | Added |
| Northcape Wealth Management, LLC | 1,190 | $792.8K | 0.23% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 1,191 | $793.4K | 0.21% | +30+2.6% | Added |
| B.O.S.S. Retirement Advisors, LLC | 1,192 | $793.8K | 0.19% | −539−31.1% | Reduced |
| American Money Management, LLC | 1,192 | $794.1K | 0.13% | +105+9.7% | Added |
| Holistic Financial Partners | 1,192 | $794.3K | 0.33% | −16−1.3% | Reduced |