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 |
|---|---|---|---|---|---|
| EMC Capital Management | 2,935 | $1.96M | 0.92% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 2,946 | $1.96M | 1.29% | −243−7.6% | Reduced |
| Aire Advisors, LLC | 2,949 | $1.96M | 0.36% | +283+10.6% | Added |
| Lantz Financial LLC | 2,952 | $1.97M | 0.44% | +17+0.6% | Added |
| Taylor Financial Group, Inc. | 2,955 | $1.97M | 1.13% | 00.0% | Unchanged |
| Forefront Wealth Partners, LLC | 2,956 | $1.97M | 0.50% | +2,956 | New |
| Clean Yield Group | 2,958 | $1.97M | 0.56% | +5+0.2% | Added |
| Greystone Financial Group, LLC | 2,960 | $1.97M | 0.31% | −9−0.3% | Reduced |
| Trail Ridge Investment Advisors, LLC | 2,963 | $1.97M | 0.89% | −20−0.7% | Reduced |
| Prosperity Financial Group, Inc. | 2,964 | $1.97M | 0.72% | +106+3.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,969 | $1.98M | 0.02% | +928+45.5% | Added |
| Aventura Private Wealth, LLC | 2,971 | $1.98M | 0.73% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 2,972 | $1.98M | 0.36% | +165+5.9% | Added |
| Hanson & Doremus Investment Management | 2,979 | $1.99M | 0.25% | −166−5.3% | Reduced |
| Byrne Financial Freedom, LLC | 2,984 | $1.99M | 0.99% | −523−14.9% | Reduced |
| Seek First Inc. | 2,987 | $1.99M | 1.43% | −97−3.1% | Reduced |
| Frisch Financial Group, Inc. | 2,980 | $1.99M | 0.46% | +78+2.7% | Added |
| Tanager Wealth Management LLP | 2,996 | $2.00M | 0.21% | +1,042+53.3% | Added |
| HFG Wealth Management, LLC | 2,998 | $2.00M | 1.09% | +1,899+172.8% | Added |
| Nordwand Advisors, LLC | 3,000 | $2.00M | 0.32% | +60+2.0% | Added |
| HITE Hedge Asset Management LLC | 3,000 | $2.00M | 0.11% | +1,114+59.1% | Added |
| Arbor Investment Advisors, LLC | 3,001 | $2.00M | 0.25% | −166−5.2% | Reduced |
| Trillium Asset Management, LLC | 3,004 | $2.00M | 0.05% | +335+12.6% | Added |
| Fiduciary Family Office, LLC | 3,008 | $2.00M | 0.57% | +5+0.2% | Added |
| Dentgroup LLC | 3,009 | $2.00M | 1.30% | +118+4.1% | Added |
| Navellier & Associates Inc | 3,022 | $2.01M | 0.20% | +125+4.3% | Added |
| Crowley Wealth Management, Inc. | 3,023 | $2.01M | 1.60% | +175+6.1% | Added |
| Strategic Advisors LLC | 3,025 | $2.02M | 0.33% | +110+3.8% | Added |
| Geo Capital Gestora de Recursos Ltd | 3,030 | $2.02M | 3.70% | +3,030 | New |
| Crown Wealth Group, LLC | 3,034 | $2.02M | 0.61% | +218+7.7% | Added |
| Cowa, LLC | 3,040 | $2.03M | 0.67% | +90+3.1% | Added |
| Geneva Partners, LLC | 3,042 | $2.03M | 0.74% | +35+1.2% | Added |
| Am Investment Strategies LLC | 3,042 | $2.03M | 0.44% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 3,045 | $2.03M | 0.63% | −91−2.9% | Reduced |
| Quotient Wealth Partners, LLC | 3,046 | $2.03M | 0.06% | +451+17.4% | Added |
| Legacy Private Trust Co. | 3,058 | $2.04M | 0.12% | −53−1.7% | Reduced |
| TrueWealth Financial Partners | 3,059 | $2.04M | 1.04% | 00.0% | Unchanged |
| Good Steward Wealth Advisors,LLC | 3,061 | $2.04M | 1.41% | +460+17.7% | Added |
| Tobias Financial Advisors, Inc. | 3,068 | $2.04M | 0.31% | +417+15.7% | Added |
| Granite Bay Wealth Management, LLC | 3,071 | $2.05M | 0.53% | +56+1.9% | Added |
| Founders Financial Securities LLC | 3,075 | $2.05M | 0.14% | −15−0.5% | Reduced |
| Able Wealth Management LLC | 3,081 | $2.05M | 0.77% | +80+2.7% | Added |
| Acorn Financial Advisory Services Inc | 3,082 | $2.05M | 0.32% | −588−16.0% | Reduced |
| Manske Wealth Management | 3,083 | $2.05M | 0.63% | −15−0.5% | Reduced |
| MontVue Capital Management, Inc. | 3,086 | $2.06M | 1.38% | −190−5.8% | Reduced |
| Telos Capital Management, Inc. | 3,091 | $2.06M | 0.20% | +1,040+50.7% | Added |
| Sensible Money, LLC | 3,092 | $2.06M | 0.70% | −48−1.5% | Reduced |
| Wealth Group Ltd | 3,094 | $2.06M | 0.48% | −70−2.2% | Reduced |
| BluePath Capital Management, LLC | 3,095 | $2.06M | 1.51% | +536+20.9% | Added |
| Narus Financial Partners, LLC | 3,095 | $2.06M | 0.56% | +224+7.8% | Added |
| North Berkeley Wealth Management, LLC | 3,099 | $2.06M | 1.63% | +259+9.1% | Added |
| Coyle Financial Counsel LLC | 3,099 | $2.06M | 0.48% | −231−6.9% | Reduced |
| Congress Asset Management Co | 3,100 | $2.06M | 0.01% | −159−4.9% | Reduced |
| Bellevue Group AG | 3,100 | $2.07M | 0.04% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3,109 | $2.07M | 0.18% | +56+1.8% | Added |
| Meyer Handelman Co | 3,110 | $2.07M | 0.07% | 00.0% | Unchanged |
| Somerset Group LLC | 3,110 | $2.07M | 1.64% | +374+13.7% | Added |
| Facet Wealth, Inc. | 3,122 | $2.08M | 0.04% | −661−17.5% | Reduced |
| 21 West Wealth Management LLC | 3,128 | $2.08M | 1.98% | −16−0.5% | Reduced |
| CFS Investment Advisory Services, LLC | 3,079 | $2.09M | 0.15% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 3,133 | $2.09M | 0.38% | −277−8.1% | Reduced |
| Means Investment Co., Inc. | 3,141 | $2.09M | 0.18% | −170−5.1% | Reduced |
| RTD Financial Advisors, Inc. | 3,144 | $2.09M | 0.25% | −139−4.2% | Reduced |
| Bristol Gate Capital Partners Inc. | 3,147 | $2.10M | 0.12% | +2,423+334.7% | Added |
| Wolff Wiese Magana LLC | 3,147 | $2.10M | 1.19% | +110+3.6% | Added |
| Peak Planning Group, LLC | 3,150 | $2.10M | 1.09% | −9−0.3% | Reduced |
| InTrack Investment Management Inc | 3,153 | $2.10M | 1.25% | −34−1.1% | Reduced |
| Altfest L J & Co Inc | 3,155 | $2.10M | 0.23% | −297−8.6% | Reduced |
| Widmann Financial Services, Inc. | 3,156 | $2.10M | 1.32% | −29−0.9% | Reduced |
| Sonoma Allocations LLC | 3,185 | $2.10M | 0.77% | +3,185 | New |
| Shaker Investments LLC | 3,169 | $2.11M | 0.84% | +22+0.7% | Added |
| Promus Capital, LLC | 3,178 | $2.12M | 1.35% | −4−0.1% | Reduced |
| Wingate Wealth Advisors, Inc. | 3,180 | $2.12M | 1.47% | +342+12.1% | Added |
| Pathway Financial Advisers, LLC | 3,235 | $2.12M | 0.62% | +45+1.4% | Added |
| Midwest Financial Network, LLC | 3,187 | $2.12M | 1.72% | +968+43.6% | Added |
| Private Wealth Asset Management, LLC | 3,189 | $2.12M | 0.25% | +208+7.0% | Added |
| PAX Financial Group, LLC | 3,193 | $2.13M | 0.38% | +2,178+214.6% | Added |
| Cannon Financial Strategists, Inc. | 3,197 | $2.13M | 0.30% | −67−2.1% | Reduced |
| Yost Capital Management, LP | 3,200 | $2.13M | 2.59% | −100−3.0% | Reduced |
| Randolph Co Inc | 3,200 | $2.13M | 0.21% | +47+1.5% | Added |
| JGP Wealth Management, LLC | 3,203 | $2.14M | 0.24% | −35−1.1% | Reduced |
| Mogy Joel R Investment Counsel Inc | 3,219 | $2.14M | 0.12% | −10−0.3% | Reduced |
| Sym Financial Corp | 3,221 | $2.15M | 0.23% | −6−0.2% | Reduced |
| MSH Capital Advisors LLC | 3,225 | $2.15M | 0.58% | +468+17.0% | Added |
| Syon Capital LLC | 3,226 | $2.15M | 0.12% | +914+39.5% | Added |
| Sentry LLC | 3,229 | $2.15M | 0.54% | −170−5.0% | Reduced |
| Brand Asset Management Group, Inc. | 3,251 | $2.17M | 0.61% | +28+0.9% | Added |
| HBW Advisory Services LLC | 3,254 | $2.17M | 0.24% | −727−18.3% | Reduced |
| Violich Capital Management, Inc. | 3,259 | $2.17M | 0.26% | +38+1.2% | Added |
| CORDA Investment Management, LLC. | 3,261 | $2.17M | 0.15% | +740+29.4% | Added |
| Core Wealth Advisors, Inc. | 3,263 | $2.17M | 0.57% | +214+7.0% | Added |
| Forbes Financial Planning, Inc. | 3,268 | $2.18M | 1.44% | 00.0% | Unchanged |
| 360 Financial, Inc. | 3,270 | $2.18M | 0.70% | +9+0.3% | Added |
| McKinley Carter Wealth Services, Inc. | 3,270 | $2.18M | 0.11% | −40−1.2% | Reduced |
| Red Wave Investments LLC | 3,272 | $2.18M | 0.67% | −16−0.5% | Reduced |
| Sunpointe, LLC | 3,264 | $2.18M | 0.79% | +56+1.7% | Added |
| Everpar Advisors LLC | 3,276 | $2.18M | 0.86% | +135+4.3% | Added |
| Edgar Lomax Co | 3,278 | $2.18M | 0.17% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 3,280 | $2.19M | 0.75% | +3,280 | New |
| Powell Investment Advisors, LLC | 3,275 | $2.19M | 0.76% | −53−1.6% | Reduced |