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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Awm Capital, LLC | 2,627 | $1.75M | 0.16% | −278−9.6% | Reduced |
| Elite Wealth Management, Inc. | 2,644 | $1.76M | 0.46% | +196+8.0% | Added |
| Cambridge Capital Management, LLC | 2,645 | $1.76M | 0.84% | +8+0.3% | Added |
| Natural Investments, LLC | 2,646 | $1.76M | 0.44% | +3+0.1% | Added |
| Financial Council Asset Management Inc | 2,645 | $1.76M | 0.78% | −39−1.5% | Reduced |
| Dodds Wealth, LLC | 2,647 | $1.76M | 0.44% | +7+0.3% | Added |
| Pitti Group Wealth Management, LLC | 2,648 | $1.76M | 1.50% | −179−6.3% | Reduced |
| Cape Ann Savings Bank | 2,649 | $1.76M | 0.94% | −10−0.4% | Reduced |
| Bell Investment Advisors, Inc | 2,649 | $1.76M | 0.29% | −7−0.3% | Reduced |
| Main Street Research LLC | 2,654 | $1.77M | 0.10% | −17−0.6% | Reduced |
| Bridgewealth Advisory Group, LLC | 2,655 | $1.77M | 0.41% | +7+0.3% | Added |
| Sava Infond d.o.o. | 2,655 | $1.77M | 0.25% | −125−4.5% | Reduced |
| SS&H Financial Advisors, Inc. | 2,656 | $1.77M | 0.54% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 2,664 | $1.77M | 0.22% | −11−0.4% | Reduced |
| Marino, Stram & Associates LLC | 2,666 | $1.78M | 0.32% | +467+21.2% | Added |
| Hudson Portfolio Management LLC | 2,667 | $1.78M | 1.57% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 2,670 | $1.78M | 0.24% | +388+17.0% | Added |
| Proathlete Wealth Management LLC | 2,675 | $1.78M | 0.51% | +7+0.3% | Added |
| Purkiss Capital Advisors LLC | 2,677 | $1.78M | 0.85% | +47+1.8% | Added |
| Long Road Investment Counsel, LLC | 2,679 | $1.78M | 0.63% | 00.0% | Unchanged |
| Peninsula Asset Management Inc | 2,685 | $1.79M | 0.92% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 2,691 | $1.79M | 0.11% | −62−2.3% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,696 | $1.80M | 0.98% | −109−3.9% | Reduced |
| Staley Capital Advisers Inc | 2,703 | $1.80M | 0.07% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 2,696 | $1.80M | 0.82% | +328+13.9% | Added |
| Clarity Financial LLC | 2,704 | $1.80M | 0.18% | −16−0.6% | Reduced |
| Gables Capital Management Inc. | 2,709 | $1.80M | 0.77% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 2,712 | $1.81M | 0.15% | +13+0.5% | Added |
| Claret Asset Management Corp | 2,717 | $1.81M | 0.22% | −82−2.9% | Reduced |
| Birch Hill Investment Advisors LLC | 2,717 | $1.81M | 0.08% | 00.0% | Unchanged |
| MA Private Wealth | 2,718 | $1.81M | 0.30% | −50−1.8% | Reduced |
| Westbourne Investments, Inc. | 2,625 | $1.81M | 0.87% | −8−0.3% | Reduced |
| Floyd Financial Group LLC | 2,733 | $1.81M | 1.34% | +172+6.7% | Added |
| Valtinson Bruner Financial Planning LLC | 2,721 | $1.81M | 0.54% | +11+0.4% | Added |
| High Probability Advisors, LLC | 2,723 | $1.81M | 0.25% | −5−0.2% | Reduced |
| Altus Wealth Management, LLC | 2,724 | $1.81M | 0.80% | −14−0.5% | Reduced |
| Wealth Preservation Advisors, LLC | 2,730 | $1.82M | 1.06% | +69+2.6% | Added |
| Upper Left Wealth Management, LLC | 2,730 | $1.82M | 1.14% | −72−2.6% | Reduced |
| NCP Inc. | 2,734 | $1.82M | 1.35% | +96+3.6% | Added |
| American Financial Advisors, LLC | 2,737 | $1.82M | 0.23% | −60−2.1% | Reduced |
| Capital Investment Counsel, LLC | 2,737 | $1.82M | 0.27% | −103−3.6% | Reduced |
| Ayrshire Capital Management LLC | 2,741 | $1.83M | 0.85% | +18+0.7% | Added |
| JT Stratford LLC | 2,741 | $1.83M | 0.24% | −7−0.3% | Reduced |
| Gilliland Jeter Wealth Management LLC | 2,741 | $1.83M | 0.56% | −363−11.7% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 2,741 | $1.83M | 0.64% | +2+0.1% | Added |
| Forefront Analytics, LLC | 2,752 | $1.83M | 1.77% | +6+0.2% | Added |
| Community Financial Services Group, LLC | 2,767 | $1.84M | 0.34% | −69−2.4% | Reduced |
| Radnor Capital Management, LLC | 2,768 | $1.84M | 0.28% | +368+15.3% | Added |
| Palo Alto Wealth Advisors, LLC | 2,705 | $1.85M | 0.54% | +20+0.7% | Added |
| Paradigm Capital Management, LLC | 2,783 | $1.85M | 1.84% | +1,412+103.0% | Added |
| Shelton Capital Management | 2,788 | $1.86M | 0.04% | −50−1.8% | Reduced |
| Medallion Wealth Advisors, LLC | 2,787 | $1.86M | 0.66% | +14+0.5% | Added |
| Index Fund Advisors, Inc. | 2,789 | $1.86M | 0.09% | +11+0.4% | Added |
| Citizens & Northern Corp | 2,793 | $1.86M | 0.46% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 2,797 | $1.86M | 0.24% | −37−1.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 2,805 | $1.87M | 0.48% | +11+0.4% | Added |
| Peck Wealth Management, LLC | 2,808 | $1.87M | 1.79% | +2,808 | New |
| Warburton Capital Management, LLC | 2,801 | $1.87M | 1.13% | 00.0% | Unchanged |
| BCS Private Wealth Management, Inc. | 2,803 | $1.87M | 0.67% | +939+50.4% | Added |
| Disciplined Investors, L.L.C. | 2,811 | $1.87M | 1.33% | +17+0.6% | Added |
| Lee Danner & Bass Inc | 2,812 | $1.87M | 0.14% | +80+2.9% | Added |
| Financial Life Planners | 2,812 | $1.87M | 1.26% | +54+2.0% | Added |
| United Asset Strategies, Inc. | 2,814 | $1.87M | 0.15% | −212−7.0% | Reduced |
| Summit Investment Advisory Services, LLC | 2,815 | $1.88M | 0.75% | −11−0.4% | Reduced |
| Stonebrook Private Inc. | 2,820 | $1.88M | 0.41% | −107−3.7% | Reduced |
| Asset Advisors Investment Management, LLC | 2,824 | $1.88M | 0.18% | −263−8.5% | Reduced |
| Accredited Investor Services, LLC | 2,831 | $1.89M | 1.30% | +25+0.9% | Added |
| Meridian Financial, LLC | 2,833 | $1.89M | 1.06% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 2,840 | $1.89M | 0.61% | +12+0.4% | Added |
| Westbourne Investment Advisors, Inc. | 2,851 | $1.90M | 0.53% | −330−10.4% | Reduced |
| Hutchinson Capital Management | 2,854 | $1.90M | 0.33% | −47−1.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 2,867 | $1.91M | 0.47% | −267−8.5% | Reduced |
| Culbertson A N & Co Inc | 2,868 | $1.91M | 0.27% | −99−3.3% | Reduced |
| EFG Asset Management (Americas) Corp. | 2,871 | $1.91M | 0.33% | −23−0.8% | Reduced |
| TFR Capital, LLC. | 2,871 | $1.91M | 0.64% | −90−3.0% | Reduced |
| May Hill Capital, LLC | 2,872 | $1.91M | 0.56% | +166+6.1% | Added |
| JSF Financial, LLC | 2,873 | $1.91M | 0.42% | −3−0.1% | Reduced |
| Ulland Investment Advisors, LLC | 2,881 | $1.92M | 1.44% | −235−7.5% | Reduced |
| TFC Financial Management | 2,883 | $1.92M | 0.25% | +173+6.4% | Added |
| Stoneridge Investment Partners LLC | 2,883 | $1.92M | 1.32% | −131−4.3% | Reduced |
| Argyle Capital Partners, LLC | 2,884 | $1.92M | 1.38% | −547−15.9% | Reduced |
| My Purposeful Wealth Corp. | 2,884 | $1.92M | 0.57% | +380+15.2% | Added |
| Mandatum Life Insurance Co Ltd | 2,885 | $1.92M | 0.46% | 00.0% | Unchanged |
| Exchange Bank | 2,887 | $1.92M | 1.33% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 2,889 | $1.93M | 0.61% | −144−4.7% | Reduced |
| Guardian Asset Advisors, LLC | 2,888 | $1.93M | 1.04% | −4−0.1% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,884 | $1.93M | 0.47% | −108−3.6% | Reduced |
| Beaton Management Co. Inc. | 2,905 | $1.94M | 0.88% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 2,907 | $1.94M | 0.63% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 2,908 | $1.94M | 0.51% | −120−4.0% | Reduced |
| Vestor Capital, LLC | 2,916 | $1.94M | 0.12% | +2,750+1,656.6% | Added |
| Davidson Kempner Capital Management LP | 2,919 | $1.94M | 0.03% | +1,157+65.7% | Added |
| Kelly Financial Services LLC | 2,920 | $1.95M | 0.50% | +562+23.8% | Added |
| Sutton Place Investors LLC | 2,921 | $1.95M | 1.11% | −11−0.4% | Reduced |
| B&D White Capital Company, LLC | 2,922 | $1.95M | 0.25% | +5+0.2% | Added |
| D.B. Root & Company, LLC | 2,928 | $1.95M | 0.49% | +5+0.2% | Added |
| Lumbard & Kellner, LLC | 2,932 | $1.95M | 0.72% | 00.0% | Unchanged |
| Michael B. Yongue | 2,933 | $1.95M | 1.38% | −19−0.6% | Reduced |
| Reyes Financial Architecture, Inc. | 2,934 | $1.95M | 1.33% | −7,429−71.7% | Reduced |
| Cambridge Financial Group, LLC | 2,934 | $1.95M | 0.63% | +65+2.3% | Added |