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 |
|---|---|---|---|---|---|
| Callahan Advisors, LLC | 3,290 | $2.19M | 0.19% | +1,585+93.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,290 | $2.19M | 0.62% | −56−1.7% | Reduced |
| Astra Wealth Partners LLC | 3,284 | $2.19M | 1.53% | −121−3.6% | Reduced |
| American Capital Advisory, LLC | 3,296 | $2.20M | 1.02% | −62−1.8% | Reduced |
| Renaissance Investment Group LLC | 3,305 | $2.20M | 0.45% | −56−1.7% | Reduced |
| Catalina Capital Group, LLC | 3,306 | $2.20M | 1.36% | −236−6.7% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 3,324 | $2.21M | 0.23% | −10.0% | Reduced |
| Investors Asset Management of Georgia Inc | 3,325 | $2.22M | 0.94% | +265+8.7% | Added |
| Country Trust Bank | 3,338 | $2.22M | 0.05% | −15−0.4% | Reduced |
| Kagan Cocozza Asset Management | 3,340 | $2.23M | 1.68% | −1,217−26.7% | Reduced |
| Portland Financial Advisors Inc | 3,340 | $2.23M | 4.74% | 00.0% | Unchanged |
| Optimist Retirement Group LLC | 3,340 | $2.23M | 1.01% | +36+1.1% | Added |
| Traphagen Investment Advisors LLC | 3,343 | $2.23M | 0.19% | −33−1.0% | Reduced |
| Bright Financial Advisors, Inc. | 3,347 | $2.23M | 1.09% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,357 | $2.24M | 1.21% | −10−0.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 3,358 | $2.24M | 0.44% | −50−1.5% | Reduced |
| Wallace Advisory Group, LLC | 3,631 | $2.24M | 1.80% | +41+1.1% | Added |
| Santori & Peters | 3,377 | $2.25M | 0.80% | +259+8.3% | Added |
| GoalVest Advisory LLC | 3,377 | $2.25M | 0.48% | +2,027+150.1% | Added |
| SK Wealth Management, LLC | 3,358 | $2.25M | 0.84% | +10+0.3% | Added |
| McBroom & Associates, LLC | 3,385 | $2.26M | 1.07% | −68−2.0% | Reduced |
| Sather Financial Group Inc | 3,386 | $2.26M | 0.12% | +10+0.3% | Added |
| Sona Asset Management (US) LLC | 3,394 | $2.26M | 0.09% | +3,394 | New |
| Park Place Capital Corp | 3,400 | $2.27M | 0.48% | −330−8.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 3,401 | $2.27M | 0.50% | −13−0.4% | Reduced |
| Droms Strauss Advisors Inc | 3,402 | $2.27M | 0.66% | −35−1.0% | Reduced |
| CM Wealth Advisors LLC | 3,394 | $2.27M | 0.60% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 3,407 | $2.27M | 0.68% | +30+0.9% | Added |
| FSA Advisors, Inc. | 3,872 | $2.27M | 1.80% | +1,474+61.5% | Added |
| Auour Investments LLC | 3,409 | $2.27M | 0.74% | −9−0.3% | Reduced |
| Portus Wealth Advisors, LLC | 3,412 | $2.27M | 2.27% | +3,412 | New |
| Campbell Deegan Wealth Management, LLC | 3,416 | $2.28M | 2.03% | +8+0.2% | Added |
| Bradley & Co. Private Wealth Management, LLC | 3,416 | $2.28M | 1.26% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 3,420 | $2.28M | 0.43% | 00.0% | Unchanged |
| Elevatus Welath Management | 3,430 | $2.29M | 0.66% | +69+2.1% | Added |
| Winebrenner Capital Management LLC | 3,431 | $2.29M | 1.64% | −16−0.5% | Reduced |
| Fundamentun, LLC | 3,434 | $2.29M | 0.09% | +359+11.7% | Added |
| Net Worth Advisory Group | 3,435 | $2.29M | 0.66% | −415−10.8% | Reduced |
| Lokken Investment Group LLC | 3,448 | $2.30M | 0.79% | −10−0.3% | Reduced |
| Alaethes Wealth LLC | 3,451 | $2.31M | 0.65% | 00.0% | Unchanged |
| Hippocratic Financial Advisors, LLC | 3,467 | $2.31M | 1.11% | +2+0.1% | Added |
| Oxbow Advisors, LLC | 3,474 | $2.31M | 0.21% | −244−6.6% | Reduced |
| Delta Capital Management LLC | 3,480 | $2.32M | 1.20% | +80+2.4% | Added |
| Mainstream Capital Management LLC | 3,481 | $2.32M | 1.54% | +10+0.3% | Added |
| Westside Investment Management, Inc. | 3,484 | $2.32M | 0.37% | −503−12.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,492 | $2.33M | 0.49% | +9+0.3% | Added |
| Marshall Financial Group LLC | 3,501 | $2.33M | 0.45% | −2−0.1% | Reduced |
| CapWealth Advisors, LLC | 3,501 | $2.33M | 0.16% | −91−2.5% | Reduced |
| Williams & Novak, LLC | 3,502 | $2.33M | 1.79% | −2−0.1% | Reduced |
| Consilio Wealth Advisors, LLC | 3,502 | $2.33M | 0.77% | −168−4.6% | Reduced |
| Modus Advisors, LLC | 3,510 | $2.34M | 0.64% | −8−0.2% | Reduced |
| Agate Pass Investment Management, LLC | 3,515 | $2.34M | 0.89% | +231+7.0% | Added |
| KMT Wealth Management, LLC | 3,524 | $2.35M | 1.26% | +20+0.6% | Added |
| Transce3nd, LLC | 3,954 | $2.35M | 21.02% | −16,616−80.8% | Reduced |
| Melfa Wealth Management, LLC | 3,534 | $2.35M | 1.38% | −50−1.4% | Reduced |
| Fairview Capital Investment Management, LLC | 3,540 | $2.36M | 0.12% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 3,548 | $2.36M | 0.46% | +82+2.4% | Added |
| Roberts Wealth Advisors, LLC | 3,551 | $2.37M | 0.63% | +132+3.9% | Added |
| United Advisor Group, LLC | 3,558 | $2.37M | 0.32% | +881+32.9% | Added |
| Evelyn Partners Investment Management LLP | 3,559 | $2.37M | 0.07% | −1,500−29.7% | Reduced |
| Wagner Wealth Management, LLC | 3,560 | $2.37M | 0.55% | +16+0.5% | Added |
| Interchange Capital Partners, LLC | 3,567 | $2.38M | 0.47% | +433+13.8% | Added |
| Crossmark Global Holdings, Inc. | 3,569 | $2.38M | 0.04% | +866+32.0% | Added |
| Founders Grove Wealth Partners, LLC | 3,579 | $2.38M | 0.56% | −378−9.6% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 3,571 | $2.39M | 0.55% | +108+3.1% | Added |
| J.P. Marvel Investment Advisors, LLC | 3,582 | $2.39M | 0.35% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 3,584 | $2.39M | 0.05% | +223+6.6% | Added |
| Leith Wheeler Investment Counsel Ltd. | 3,585 | $2.39M | 0.16% | +35+1.0% | Added |
| Selective Wealth Management, Inc. | 3,570 | $2.39M | 0.77% | −8−0.2% | Reduced |
| Murphy & Mullick Capital Management Corp | 3,579 | $2.40M | 1.78% | +123+3.6% | Added |
| Eldridge Investment Advisors, Inc. | 3,598 | $2.40M | 0.55% | −205−5.4% | Reduced |
| Sage Advisors, LLC | 3,609 | $2.40M | 1.72% | +587+19.4% | Added |
| Costello Asset Management, INC | 3,609 | $2.40M | 0.81% | +128+3.7% | Added |
| Focused Wealth Management, Inc | 3,609 | $2.40M | 0.26% | +2,458+213.6% | Added |
| Uptown Financial Advisors LLC | 3,614 | $2.41M | 2.12% | +6+0.2% | Added |
| Falcon Wealth Planning | 3,616 | $2.41M | 0.22% | +118+3.4% | Added |
| Cranbrook Wealth Management, LLC | 3,633 | $2.42M | 0.49% | +23+0.6% | Added |
| Affinity Wealth Management LLC | 3,635 | $2.42M | 0.35% | −100−2.7% | Reduced |
| Grove Street Fiduciary, LLC | 3,651 | $2.43M | 1.15% | −3−0.1% | Reduced |
| BCR Wealth Strategies, LLC | 3,662 | $2.44M | 0.86% | −178−4.6% | Reduced |
| Ami Asset Management Corp | 3,662 | $2.44M | 0.14% | +193+5.6% | Added |
| Barr E S & Co | 3,663 | $2.44M | 0.13% | −50−1.3% | Reduced |
| Novem Group | 3,663 | $2.44M | 0.29% | −8,743−70.5% | Reduced |
| Snider Financial Group | 3,666 | $2.44M | 0.67% | −51−1.4% | Reduced |
| Maia Wealth LLC | 3,599 | $2.45M | 0.41% | −376−9.5% | Reduced |
| Bill Few Associates, Inc. | 3,691 | $2.46M | 0.63% | −15−0.4% | Reduced |
| Chickasaw Capital Management LLC | 3,693 | $2.46M | 0.10% | 00.0% | Unchanged |
| V. M. Manning & Co., Inc. | 3,823 | $2.46M | 2.24% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 3,699 | $2.46M | 0.90% | +10+0.3% | Added |
| Bayesian Capital Management, LP | 3,700 | $2.46M | 0.50% | −4,300−53.8% | Reduced |
| O'Rourke & Company, Inc | 3,702 | $2.47M | 1.03% | +332+9.9% | Added |
| Wealth Alliance Advisory Group, LLC | 3,705 | $2.47M | 0.45% | +51+1.4% | Added |
| BLVD Private Wealth, LLC | 3,705 | $2.47M | 2.12% | −114−3.0% | Reduced |
| Silvia McColl Wealth Management, LLC | 3,706 | $2.47M | 1.67% | −43−1.1% | Reduced |
| Disciplined Investments, LLC | 3,734 | $2.49M | 0.99% | +10.0% | Added |
| Lionshead Wealth Management, LLC | 3,735 | $2.49M | 1.97% | −12−0.3% | Reduced |
| JNBA Financial Advisors | 3,736 | $2.49M | 0.23% | −62−1.6% | Reduced |
| WealthPLAN Partners, LLC | 3,740 | $2.49M | 0.37% | +1,904+103.7% | Added |
| Signet Financial Management, LLC | 3,743 | $2.49M | 0.29% | −123−3.2% | Reduced |
| SMI Advisory Services, LLC | 3,751 | $2.51M | 0.47% | −615−14.1% | Reduced |