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 |
|---|---|---|---|---|---|
| HTG Investment Advisors, Inc. | 1,777 | $1.18M | 0.40% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 1,780 | $1.19M | 0.54% | +1+0.1% | Added |
| Vista Investment Management | 1,781 | $1.19M | 0.41% | −2−0.1% | Reduced |
| Bullock Wealth Management Group | 1,779 | $1.19M | 0.59% | +39+2.2% | Added |
| IMS Capital Management | 1,786 | $1.19M | 0.55% | −158−8.1% | Reduced |
| 49 Wealth Management, LLC | 1,793 | $1.19M | 0.11% | +468+35.3% | Added |
| Burton Enright Welch | 1,793 | $1.19M | 0.18% | 00.0% | Unchanged |
| Penbrook Management LLC | 1,795 | $1.20M | 0.83% | −120−6.3% | Reduced |
| Financial Advisory Corp | 1,795 | $1.20M | 0.18% | −130−6.8% | Reduced |
| Passive Capital Management, LLC. | 1,798 | $1.20M | 0.39% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 1,799 | $1.20M | 0.63% | −17−0.9% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 1,803 | $1.20M | 0.51% | −536−22.9% | Reduced |
| Advyzon Investment Management, LLC | 1,808 | $1.20M | 0.21% | +1,808 | New |
| CKW Financial Group | 1,802 | $1.21M | 0.13% | +3+0.2% | Added |
| Windsor Advisory Group, LLC | 1,810 | $1.21M | 1.07% | +4+0.2% | Added |
| Myecfo, LLC | 1,810 | $1.21M | 0.55% | −79−4.2% | Reduced |
| Isthmus Partners, LLC | 1,812 | $1.21M | 0.27% | 00.0% | Unchanged |
| Tran Capital Management, L.P. | 1,813 | $1.21M | 0.14% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 1,805 | $1.21M | 0.22% | +2+0.1% | Added |
| Mma Asset Management LLC | 1,815 | $1.21M | 0.40% | +308+20.4% | Added |
| Chokshi & Queen Wealth Advisors, Inc | 1,820 | $1.21M | 0.64% | 00.0% | Unchanged |
| Theory Financial LLC | 1,808 | $1.21M | 0.43% | 00.0% | Unchanged |
| DecisionMap Wealth Management, LLC | 1,823 | $1.21M | 0.78% | −35−1.9% | Reduced |
| Souders Financial Advisors | 1,825 | $1.22M | 0.14% | +7+0.4% | Added |
| Silver Oak Advisory Group, Inc. | 1,826 | $1.22M | 0.55% | 00.0% | Unchanged |
| Strategies Wealth Advisors, LLC | 1,828 | $1.22M | 0.13% | −539−22.8% | Reduced |
| Whalen Wealth Management Inc. | 1,832 | $1.22M | 0.71% | −660−26.5% | Reduced |
| Private Management Group Inc | 1,834 | $1.22M | 0.04% | −16−0.9% | Reduced |
| Fiduciary Group LLC | 1,842 | $1.23M | 0.11% | +207+12.7% | Added |
| Garner Asset Management Corp | 1,843 | $1.23M | 0.49% | −5−0.3% | Reduced |
| Princeton Global Asset Management LLC | 1,847 | $1.23M | 0.20% | +8+0.4% | Added |
| BancFirst Trust & Investment Management | 1,856 | $1.23M | 0.47% | +243+15.1% | Added |
| Vernal Point Advisors, LLC | 1,844 | $1.23M | 0.53% | 00.0% | Unchanged |
| Estate Counselors, LLC | 1,850 | $1.23M | 0.11% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 1,853 | $1.23M | 0.19% | +1+0.1% | Added |
| Cladis Investment Advisory, LLC | 1,854 | $1.24M | 0.71% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 1,855 | $1.24M | 0.52% | +43+2.4% | Added |
| Clark Asset Management, LLC | 1,863 | $1.24M | 0.14% | −167−8.2% | Reduced |
| Austin Wealth Management, LLC | 1,860 | $1.24M | 0.19% | +810+77.1% | Added |
| SJS Investment Consulting Inc. | 1,867 | $1.24M | 0.17% | +176+10.4% | Added |
| Beirne Wealth Consulting Services, LLC | 1,862 | $1.24M | 0.30% | +383+25.9% | Added |
| Centerpoint Advisors, LLC | 1,871 | $1.25M | 0.39% | +32+1.7% | Added |
| Godshalk Welsh Capital Management, Inc. | 1,875 | $1.25M | 0.72% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 1,875 | $1.25M | 0.66% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,877 | $1.25M | 0.33% | −92,743−98.0% | Reduced |
| Spence Asset Management | 1,879 | $1.25M | 0.26% | −25−1.3% | Reduced |
| Millstone Evans Group, LLC | 1,882 | $1.25M | 0.80% | +1+0.1% | Added |
| Seamount Financial Group Inc | 1,882 | $1.25M | 0.59% | +31+1.7% | Added |
| Syntegra Private Wealth Group, LLC | 1,882 | $1.25M | 0.12% | +1+0.1% | Added |
| Rise Advisors, LLC | 1,892 | $1.26M | 0.45% | −29−1.5% | Reduced |
| Kirtland Hills Capital Management, LLC | 1,895 | $1.26M | 0.50% | +2+0.1% | Added |
| Professional Advisory Services Inc | 1,896 | $1.26M | 0.16% | −168−8.1% | Reduced |
| Fca Corp | 1,896 | $1.26M | 0.35% | 00.0% | Unchanged |
| Scratch Capital LLC | 1,900 | $1.27M | 0.83% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 1,902 | $1.27M | 0.92% | 00.0% | Unchanged |
| Fortress Wealth Management, Inc. | 1,904 | $1.27M | 0.56% | +290+18.0% | Added |
| Compass Capital Management, Inc | 1,910 | $1.27M | 0.07% | +1,040+119.5% | Added |
| Todd Asset Management LLC | 1,915 | $1.28M | 0.03% | −1,070−35.8% | Reduced |
| Prelude Capital Management, LLC | 1,917 | $1.28M | 0.10% | −2,495−56.6% | Reduced |
| WESPAC Advisors, LLC | 1,919 | $1.28M | 0.75% | −13−0.7% | Reduced |
| Trademark Financial Management, LLC | 1,921 | $1.28M | 0.74% | +6+0.3% | Added |
| Landaas & Co | 1,930 | $1.29M | 0.29% | 00.0% | Unchanged |
| Base Wealth Management LLC | 1,932 | $1.29M | 0.73% | +126+7.0% | Added |
| Valpey Financial Services, LLC | 1,934 | $1.29M | 0.84% | −38−1.9% | Reduced |
| Sterling Manor Financial, LLC | 1,940 | $1.29M | 0.81% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 1,926 | $1.29M | 0.43% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 1,943 | $1.29M | 0.61% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 1,952 | $1.30M | 0.36% | −309−13.7% | Reduced |
| Texas Bank & Trust Co | 1,957 | $1.30M | 0.49% | −95−4.6% | Reduced |
| Trust Co of Tennessee | 1,961 | $1.31M | 0.28% | −179−8.4% | Reduced |
| Chapman Investment Management, LLC | 1,962 | $1.31M | 0.93% | −34−1.7% | Reduced |
| Financial Alternatives, Inc | 1,963 | $1.31M | 0.79% | +450+29.7% | Added |
| Patrick M Sweeney & Associates, Inc | 1,963 | $1.31M | 0.85% | 00.0% | Unchanged |
| Postrock Partners LLC | 1,964 | $1.31M | 0.58% | 00.0% | Unchanged |
| Marion Wealth Management | 1,964 | $1.31M | 0.31% | +18+0.9% | Added |
| Narwhal Capital Management | 1,971 | $1.31M | 0.10% | −218−10.0% | Reduced |
| Independent Investors Inc | 1,972 | $1.31M | 0.25% | 00.0% | Unchanged |
| GK Wealth Management LLC | 1,982 | $1.32M | 0.98% | +604+43.8% | Added |
| HF Advisory Group, LLC | 1,984 | $1.32M | 0.49% | −92−4.4% | Reduced |
| Cora Capital Advisors LLC | 1,985 | $1.32M | 0.56% | 00.0% | Unchanged |
| Milestones Private Investment Advisors LLC | 1,987 | $1.32M | 0.90% | −334−14.4% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,988 | $1.32M | 1.04% | −438−18.1% | Reduced |
| Haven Private, LLC | 1,988 | $1.32M | 0.59% | −3−0.2% | Reduced |
| Gallacher Capital Management LLC | 1,991 | $1.33M | 0.52% | +115+6.1% | Added |
| Carter Financial Group, INC. | 1,987 | $1.33M | 0.80% | −18−0.9% | Reduced |
| Silver Grove Financial Group, Inc. | 1,993 | $1.33M | 1.26% | +1,993 | New |
| Leslie Global Wealth, LLC | 1,993 | $1.33M | 0.62% | −651−24.6% | Reduced |
| Kingstone Capital Partners Texas, LLC | 1,994 | $1.33M | 0.77% | −33−1.6% | Reduced |
| WealthBridge Investment Counsel Inc. | 1,995 | $1.33M | 0.41% | −51−2.5% | Reduced |
| Shakespeare Wealth Management, Inc. | 1,995 | $1.33M | 0.30% | +1,995 | New |
| Hunter Perkins Capital Management, LLC | – | $1.33M | 0.30% | – | – |
| Doheny Asset Management | 2,000 | $1.33M | 0.85% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 2,000 | $1.33M | 0.77% | 00.0% | Unchanged |
| Lam Group, Inc. | 2,000 | $1.33M | 0.83% | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,001 | $1.33M | 0.00% | −286−12.5% | Reduced |
| Apeiron RIA LLC | 2,012 | $1.33M | 0.30% | +536+36.3% | Added |
| Ti-Trust, Inc | 2,006 | $1.34M | 0.84% | −8−0.4% | Reduced |
| Measured Risk Portfolios, Inc. | 2,008 | $1.34M | 1.45% | +202+11.2% | Added |
| Define Financial, LLC | 2,009 | $1.34M | 0.80% | +5+0.2% | Added |
| Lincoln Capital Corp | 2,017 | $1.34M | 0.48% | −4−0.2% | Reduced |