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 |
|---|---|---|---|---|---|
| Golden State Equity Partners | 1,193 | $795.0K | 0.13% | +20+1.7% | Added |
| Great Lakes Retirement, Inc. | 1,194 | $795.4K | 0.09% | +568+90.7% | Added |
| Rogco, LP | 1,195 | $796.1K | 0.28% | −363−23.3% | Reduced |
| Silver Lake Advisory, LLC | 1,197 | $797.3K | 0.32% | +3+0.3% | Added |
| LVZ Advisors, Inc. | 1,197 | $797.4K | 0.09% | −28−2.3% | Reduced |
| Intelligent Financial Strategies | 1,194 | $797.5K | 0.39% | 00.0% | Unchanged |
| Cannon Global Investment Management, LLC | 1,200 | $799.4K | 2.02% | +1,200 | New |
| Boothe Investment Group, Inc. | 1,202 | $800.9K | 0.29% | 00.0% | Unchanged |
| Alexander Randolph Advisory, Inc. | 1,204 | $802.1K | 0.66% | +297+32.7% | Added |
| Alpha Financial Advisors, LLC | 1,204 | $802.2K | 0.28% | +212+21.4% | Added |
| Fonville Wealth Management LLC | 1,204 | $802.4K | 0.18% | +424+54.4% | Added |
| Peoples Bank | 1,206 | $803.4K | 0.80% | −2,590−68.2% | Reduced |
| Triune Financial Partners, LLC | 1,207 | $804.3K | 0.20% | +3+0.2% | Added |
| Carr Financial Group Corp | 1,209 | $805.1K | 0.22% | −3−0.2% | Reduced |
| Magnolia Capital Advisors LLC | 1,210 | $805.7K | 0.21% | +11+0.9% | Added |
| JB Capital LLC | 1,212 | $807.1K | 0.03% | −19−1.5% | Reduced |
| Comprehensive Money Management Services LLC | 1,212 | $807.4K | 0.57% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 1,213 | $808.1K | 0.32% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 1,213 | $808.1K | 0.34% | 00.0% | Unchanged |
| Miller Financial Services LLC | 1,215 | $809.4K | 0.94% | +192+18.8% | Added |
| True Vision MN LLC | 1,220 | $815.0K | 0.42% | +436+55.6% | Added |
| Mendel Money Management | 1,224 | $815.4K | 0.34% | +166+15.7% | Added |
| Premier Path Wealth Partners, LLC | 220,898 | $818.1K | 0.11% | +220,003+24,581.3% | Added |
| Washington Trust Bank | 1,233 | $821.4K | 0.06% | −227−15.5% | Reduced |
| Millennium Capital Advisors, LLC | 1,234 | $822.1K | 0.50% | −209−14.5% | Reduced |
| Plan A Wealth LLC | 1,237 | $824.1K | 0.42% | +432+53.7% | Added |
| Cape Investment Advisory, Inc. | 1,239 | $825.3K | 0.81% | −5,371−81.3% | Reduced |
| a16z Perennial Management, L.P. | 1,239 | $825.4K | 0.07% | +1,239 | New |
| North Point Portfolio Managers Corp | 1,240 | $826.1K | 0.14% | −3−0.2% | Reduced |
| HT Partners LLC | 1,241 | $826.7K | 0.25% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 1,244 | $827.6K | 0.18% | +831+201.2% | Added |
| Hayek Kallen Investment Management | 1,245 | $829.0K | 0.26% | +62+5.2% | Added |
| 17 Capital Partners, LLC | 1,245 | $829.4K | 0.45% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,246 | $830.3K | 0.28% | +152+13.9% | Added |
| Solutions 4 Wealth, Ltd | 1,249 | $831.8K | 1.29% | +114+10.0% | Added |
| Wells Trecaso Financial Group, LLC | 1,250 | $832.7K | 0.40% | −37−2.9% | Reduced |
| Defined Financial Planning LLC | 1,241 | $835.3K | 0.69% | +1,241 | New |
| Indie Asset Partners, LLC | 1,255 | $836.1K | 1.11% | +25+2.0% | Added |
| Monarch Capital Management Inc | 1,252 | $836.4K | 0.21% | 00.0% | Unchanged |
| Ballast, Inc. | 1,257 | $837.7K | 0.20% | +20+1.6% | Added |
| Stonehearth Capital Management, LLC | 1,259 | $838.7K | 0.32% | 00.0% | Unchanged |
| Center For Asset Management LLC | 1,258 | $839.1K | 0.45% | −50−3.8% | Reduced |
| Hiley Hunt Wealth Management | 1,260 | $839.4K | 0.39% | −1,482−54.0% | Reduced |
| Walker Asset Management, LLC | 1,262 | $840.7K | 0.47% | +95+8.1% | Added |
| Lee Johnson Capital Management, LLC | 1,262 | $840.7K | 0.28% | +316+33.4% | Added |
| Client 1st Advisory Group, LLC | 1,264 | $841.8K | 0.28% | +50+4.1% | Added |
| Finer Wealth Management, Inc. | 1,267 | $843.7K | 0.42% | −22−1.7% | Reduced |
| Piscataqua Savings Bank | 1,267 | $844.0K | 0.66% | +30+2.4% | Added |
| American Trust Investment Advisors, LLC | 1,267 | $844.0K | 0.44% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,268 | $844.7K | 0.41% | 00.0% | Unchanged |
| Hilltop Partners LLC | 1,270 | $845.9K | 0.25% | −63−4.7% | Reduced |
| Stegner Investment Associates Inc. | 1,272 | $847.6K | 0.46% | +1+0.1% | Added |
| Baker Boyer National Bank | 1,273 | $848.0K | 0.28% | −5−0.4% | Reduced |
| Aufman Associates Inc | 1,275 | $849.4K | 0.48% | −34−2.6% | Reduced |
| Solitude Financial Services | 1,276 | $850.1K | 0.29% | −96,125−98.7% | Reduced |
| First National Advisers, LLC | 1,277 | $850.7K | 0.12% | −6−0.5% | Reduced |
| Summit Global Investments | 1,280 | $853.0K | 0.05% | +361+39.3% | Added |
| Keystone Global Partners, LLC | 1,284 | $855.2K | 0.44% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 1,287 | $857.4K | 0.50% | 00.0% | Unchanged |
| William Mack & Associates, Inc. | 1,287 | $857.5K | 0.46% | −8−0.6% | Reduced |
| Prosperity Wealth Management, Inc. | 1,288 | $858.3K | 0.29% | +289+28.9% | Added |
| Cascade Investment Group, Inc. | 1,290 | $859.4K | 0.57% | −5−0.4% | Reduced |
| Eclectic Associates Inc | 1,293 | $861.7K | 0.16% | −224−14.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 1,294 | $862.0K | 0.01% | −35−2.6% | Reduced |
| Financial Management Network Inc | 1,288 | $864.8K | 0.14% | −22−1.7% | Reduced |
| Stanich Group LLC | 1,298 | $864.8K | 0.53% | +26+2.0% | Added |
| D'Orazio & Associates, Inc. | 1,298 | $864.9K | 0.11% | 00.0% | Unchanged |
| Financial Counselors Inc | 1,301 | $866.7K | 1.15% | +139+12.0% | Added |
| Pointe Capital Management LLC | 1,304 | $868.9K | 0.42% | +171+15.1% | Added |
| Sequent Planning LLC | 1,304 | $869.0K | 0.25% | −2−0.2% | Reduced |
| Left Brain Wealth Management, LLC | 1,306 | $870.0K | 0.27% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,310 | $872.7K | 0.42% | 00.0% | Unchanged |
| Great Oak Capital Partners, LLC | 1,310 | $875.9K | 0.23% | −240−15.5% | Reduced |
| RW Investment Management LLC | 1,321 | $880.0K | 0.09% | 00.0% | Unchanged |
| Phraction Management LLC | 1,324 | $882.0K | 0.25% | 00.0% | Unchanged |
| L.K. Benson & Company, P.C. | 1,324 | $882.0K | 0.48% | 00.0% | Unchanged |
| Figure 8 Investment Strategies LLC | 1,325 | $882.7K | 0.79% | −50−3.6% | Reduced |
| Mascoma Wealth Management LLC | 1,327 | $884.0K | 0.19% | +871+191.0% | Added |
| Monument Capital Management | 1,331 | $886.5K | 0.22% | −150−10.1% | Reduced |
| Moseley Investment Management Inc | 1,332 | $887.7K | 0.27% | +122+10.1% | Added |
| Summit Wealth Group LLC | 2,077 | $887.9K | 0.12% | +144+7.4% | Added |
| Ipsen Advisor Group LLC | 1,334 | $888.8K | 0.64% | −209−13.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 1,334 | $889.0K | 0.18% | −25−1.8% | Reduced |
| Rothschild Capital Partners, LLC | 1,337 | $891.0K | 0.21% | −4−0.3% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 1,340 | $892.9K | 0.15% | +290+27.6% | Added |
| Canton Hathaway, LLC | 1,340 | $893.0K | 0.17% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,342 | $894.0K | 0.10% | −477−26.2% | Reduced |
| Oak Harvest Investment Services | 1,342 | $894.1K | 0.10% | −22−1.6% | Reduced |
| Ariadne Wealth Management, LP | 1,334 | $896.7K | 0.40% | +136+11.4% | Added |
| Beaumont Capital Management, LLC | 1,347 | $897.3K | 0.60% | +1,347 | New |
| Stack Financial Management, Inc | 1,347 | $897.3K | 0.07% | −31−2.2% | Reduced |
| Jamison Private Wealth Management, Inc. | 1,350 | $899.2K | 0.11% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 1,348 | $900.2K | 0.18% | −97−6.7% | Reduced |
| MWA Asset Management | 1,354 | $902.0K | 0.50% | −375−21.7% | Reduced |
| TriaGen Wealth Management LLC | 1,355 | $902.7K | 0.24% | −36−2.6% | Reduced |
| Beacon Financial Group | 1,355 | $902.9K | 0.09% | +10+0.7% | Added |
| LifeGuide Financial Advisors, LLC | 1,463 | $903.6K | 0.33% | 00.0% | Unchanged |
| Waterford Advisors, LLC | 1,357 | $904.0K | 0.31% | −21,587−94.1% | Reduced |
| First Financial Corp | 1,358 | $904.7K | 0.35% | −39−2.8% | Reduced |
| Horizon Bancorp Inc | 1,358 | $905.0K | 0.43% | −11−0.8% | Reduced |