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 |
|---|---|---|---|---|---|
| One Charles Private Wealth Services, LLC | 2,017 | $1.34M | 0.35% | −53−2.6% | Reduced |
| Strid Group, LLC | 2,022 | $1.35M | 0.17% | +5+0.2% | Added |
| Family Legacy Financial Solutions, LLC | 2,032 | $1.35M | 1.04% | −4−0.2% | Reduced |
| Centric Wealth Management | 1,990 | $1.36M | 0.30% | −90−4.3% | Reduced |
| Balance Wealth, LLC | 2,040 | $1.36M | 0.34% | +394+23.9% | Added |
| Nottingham Advisors, Inc. | 2,044 | $1.36M | 0.19% | −60−2.9% | Reduced |
| Wiser Wealth Management, Inc | 2,045 | $1.36M | 0.31% | −5−0.2% | Reduced |
| Investment Partners Asset Management, Inc. | 2,046 | $1.36M | 0.90% | −4−0.2% | Reduced |
| Arcadia Wealth Management, Inc. | 2,049 | $1.37M | 0.83% | −75−3.5% | Reduced |
| Valley National Advisers Inc | 2,052 | $1.37M | 0.21% | −1,816−46.9% | Reduced |
| Umpqua Bank | 2,058 | $1.37M | 0.38% | −1,064−34.1% | Reduced |
| ClearAlpha Technologies LP | 2,057 | $1.37M | 3.75% | −2,060−50.0% | Reduced |
| Massachusetts Wealth Management | 2,059 | $1.37M | 0.68% | +5+0.2% | Added |
| Precedent Wealth Partners, LLC | 2,059 | $1.37M | 0.30% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 2,062 | $1.37M | 0.43% | −812−28.3% | Reduced |
| Investment Research Partners LLC | 2,000 | $1.37M | 0.62% | +2,000 | New |
| Ascension Capital Advisors, Inc. | 2,065 | $1.38M | 0.54% | −30−1.4% | Reduced |
| Fidelity D & D Bancorp Inc | 2,069 | $1.38M | 0.76% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 2,069 | $1.38M | 0.06% | +15+0.7% | Added |
| Family Office Research LLC | 2,069 | $1.38M | 0.61% | +10.0% | Added |
| Rockwood Wealth Management, LLC | 2,070 | $1.38M | 0.11% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 2,072 | $1.38M | 0.29% | −44−2.1% | Reduced |
| Regency Capital Management Inc. | 2,072 | $1.38M | 0.66% | −9−0.4% | Reduced |
| Virtue Capital Management, LLC | 13,216 | $1.38M | 0.30% | −43,936−76.9% | Reduced |
| Toth Financial Advisory Corp | 2,076 | $1.38M | 0.15% | +51+2.5% | Added |
| Kapstone Financial Advisors LLC | 2,078 | $1.38M | 0.65% | +17+0.8% | Added |
| Bank of Stockton | 2,082 | $1.39M | 0.40% | −51−2.4% | Reduced |
| Summit Asset Management, LLC | 2,085 | $1.39M | 0.21% | −1,060−33.7% | Reduced |
| Baring Financial LLC | 2,085 | $1.39M | 0.95% | −113−5.1% | Reduced |
| Blue Zone Wealth Advisors, LLC | 2,089 | $1.39M | 0.28% | +10+0.5% | Added |
| Key Financial Inc | 2,083 | $1.39M | 0.26% | +130+6.7% | Added |
| CacheTech Inc. | 2,090 | $1.39M | 0.28% | +100+5.0% | Added |
| Archer Investment Corp | 2,091 | $1.39M | 0.31% | −47−2.2% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 2,091 | $1.39M | 0.32% | −160−7.1% | Reduced |
| Roof Eidam & Maycock | 2,095 | $1.40M | 0.34% | +95+4.8% | Added |
| Pacific Asset Management, LLC | 2,097 | $1.40M | 0.95% | +1,181+128.9% | Added |
| Kuhn & Co Investment Counsel | 2,101 | $1.40M | 1.11% | −465−18.1% | Reduced |
| Touchstone Capital, Inc. | 2,104 | $1.40M | 0.72% | +2,104 | New |
| Standard Life Aberdeen plc | 2,117 | $1.40M | 0.00% | +1,369+183.0% | Added |
| Wealthspan Partners, LLC | 2,118 | $1.41M | 0.54% | +64+3.1% | Added |
| Fortune Financial Advisors, LLC | 2,120 | $1.41M | 1.06% | −9−0.4% | Reduced |
| Diversified Investment Strategies, LLC | 2,120 | $1.41M | 0.93% | 00.0% | Unchanged |
| Leisure Capital Management | 2,121 | $1.41M | 0.48% | −290−12.0% | Reduced |
| BankPlus Trust Department | 2,121 | $1.41M | 0.38% | −23−1.1% | Reduced |
| McGuire Investment Group, LLC | 2,121 | $1.41M | 0.16% | 00.0% | Unchanged |
| ERn Financial, LLC | 2,122 | $1.41M | 0.28% | −30−1.4% | Reduced |
| Alpha Financial Partners, LLC | 2,123 | $1.41M | 0.92% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 2,123 | $1.41M | 0.22% | +10.0% | Added |
| Osprey Private Wealth LLC | 2,127 | $1.42M | 0.51% | +462+27.7% | Added |
| Papp L Roy & Associates | 2,128 | $1.42M | 0.16% | −10−0.5% | Reduced |
| Financial Security Advisor, Inc. | 2,129 | $1.42M | 0.30% | −214−9.1% | Reduced |
| ESL Trust Services, LLC | 2,129 | $1.42M | 0.28% | −105−4.7% | Reduced |
| Red Tortoise LLC | 2,130 | $1.42M | 0.62% | +233+12.3% | Added |
| Mascagni Wealth Management, Inc. | 2,142 | $1.43M | 1.10% | +98+4.8% | Added |
| Gibbs Wealth Management | 2,143 | $1.43M | 0.32% | −384−15.2% | Reduced |
| Courage Miller Partners, LLC | 2,144 | $1.43M | 0.43% | −99−4.4% | Reduced |
| Blue Capital, Inc. | 2,146 | $1.43M | 1.06% | +689+47.3% | Added |
| SL Advisors, LLC | 2,147 | $1.43M | 2.81% | 00.0% | Unchanged |
| Fairman Group, LLC | 2,142 | $1.43M | 1.15% | −75−3.4% | Reduced |
| Vaughan & Co Securities, Inc. | 2,150 | $1.43M | 0.76% | −9−0.4% | Reduced |
| Palouse Capital Management, Inc. | 2,156 | $1.44M | 0.91% | −499−18.8% | Reduced |
| KW Wealth Management LLC | 2,158 | $1.44M | 2.45% | +2,158 | New |
| Ballast Advisors LLC | 2,159 | $1.44M | 0.40% | +327+17.8% | Added |
| Root Financial Partners, LLC | 2,166 | $1.44M | 0.09% | +356+19.7% | Added |
| Oberweis Asset Management Inc | 2,173 | $1.45M | 0.06% | +5+0.2% | Added |
| Kilter Group LLC | 576 | $1.45M | 0.68% | +4+0.7% | Added |
| Wallace Capital Management Inc. | 2,177 | $1.45M | 0.18% | +30+1.4% | Added |
| Westwood Wealth Management | 2,186 | $1.46M | 0.53% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2,213 | $1.46M | 0.90% | +75+3.5% | Added |
| Missouri Trust & Investment Co | 2,188 | $1.46M | 0.43% | −10−0.5% | Reduced |
| J. L. Bainbridge & Co., Inc. | 2,190 | $1.46M | 0.12% | +503+29.8% | Added |
| 3Chopt Investment Partners, LLC | 2,184 | $1.46M | 0.33% | 00.0% | Unchanged |
| SPC Financial, Inc. | 2,194 | $1.46M | 0.11% | +464+26.8% | Added |
| Viewpoint Capital Management LLC | 2,197 | $1.46M | 0.64% | +136+6.6% | Added |
| Armor Investment Advisors, LLC | 2,198 | $1.46M | 0.46% | −29−1.3% | Reduced |
| Asset Planning Corporation | 2,199 | $1.47M | 0.69% | +2+0.1% | Added |
| CMT Capital Markets Trading GmbH | 2,200 | $1.47M | 0.61% | +2,200 | New |
| W.H. Cornerstone Investments Inc. | 2,202 | $1.47M | 0.89% | +5+0.2% | Added |
| Bonfire Financial | 2,197 | $1.47M | 1.13% | −680−23.6% | Reduced |
| Parthenon LLC | 2,204 | $1.47M | 0.16% | −22−1.0% | Reduced |
| Riverbend Wealth Management, LLC | 2,207 | $1.47M | 1.03% | −82−3.6% | Reduced |
| Weatherly Asset Management L. P. | 2,204 | $1.47M | 0.12% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 2,208 | $1.47M | 0.67% | +10.0% | Added |
| KC Investment Advisors, LLC | 2,179 | $1.48M | 0.40% | +1,851+564.3% | Added |
| Gradient Investments LLC | 2,217 | $1.48M | 0.02% | +1,403+172.4% | Added |
| Reuter James Wealth Management, LLC | 2,222 | $1.48M | 0.21% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 2,222 | $1.48M | 0.15% | −4−0.2% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,227 | $1.48M | 0.28% | +15+0.7% | Added |
| Seros Financial, LLC | 2,227 | $1.48M | 0.90% | −463−17.2% | Reduced |
| Mattern Capital Management, LLC | 2,231 | $1.49M | 0.17% | −334−13.0% | Reduced |
| Capital CS Group, LLC | 2,246 | $1.50M | 2.46% | +32+1.4% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 2,247 | $1.50M | 0.96% | −212−8.6% | Reduced |
| Capital Planning Advisors, LLC | 2,251 | $1.50M | 0.21% | +24+1.1% | Added |
| RFG - Bristol Wealth Advisors, LLC | 2,253 | $1.50M | 0.43% | +2+0.1% | Added |
| Triangle Securities Wealth Management | 2,259 | $1.50M | 0.34% | −130−5.4% | Reduced |
| Philadelphia Trust Co | 2,266 | $1.51M | 0.11% | −495−17.9% | Reduced |
| Alerus Financial NA | 2,270 | $1.51M | 0.08% | +302+15.3% | Added |
| Curio Wealth, LLC | 2,279 | $1.52M | 0.62% | −214−8.6% | Reduced |
| Cypress Asset Management Inc | 2,283 | $1.52M | 0.35% | −101−4.2% | Reduced |
| Janney Capital Management LLC | 2,283 | $1.52M | 0.09% | 00.0% | Unchanged |