Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2025: 4,264 institutions
Q1 2021: 2,734 institutionsQ2 2021: 2,744 institutionsQ3 2021: 2,758 institutionsQ4 2021: 3,181 institutionsQ1 2022: 3,144 institutionsQ2 2022: 3,099 institutionsQ3 2022: 3,059 institutionsQ4 2022: 3,310 institutionsQ1 2023: 3,268 institutionsQ2 2023: 3,310 institutionsQ3 2023: 3,329 institutionsQ4 2023: 3,694 institutionsQ1 2024: 3,705 institutionsQ2 2024: 3,766 institutionsQ3 2024: 3,807 institutionsQ4 2024: 4,242 institutionsQ1 2025: 4,189 institutionsQ2 2025: 4,245 institutionsQ3 2025: 4,264 institutionsQ4 2025: 4,646 institutionsQ1 2026: 4,600 institutionsQ2 2026: 4,668 institutions
Value heldQ3 2025: $357.7B
Q1 2021: $225.0BQ2 2021: $231.3BQ3 2021: $245.4BQ4 2021: $290.9BQ1 2022: $258.8BQ2 2022: $207.3BQ3 2022: $200.9BQ4 2022: $207.8BQ1 2023: $214.8BQ2 2023: $249.1BQ3 2023: $230.9BQ4 2023: $295.1BQ1 2024: $304.2BQ2 2024: $299.6BQ3 2024: $328.5BQ4 2024: $342.5BQ1 2025: $313.6BQ2 2025: $343.0BQ3 2025: $357.7BQ4 2025: $374.7BQ1 2026: $356.9BQ2 2026: $448.3B
Institutions holding SPY and their total value by quarter
QuarterHoldersValue
Q2 20264,668$448.3B
Q1 20264,600$356.9B
Q4 20254,646$374.7B
Q3 20254,264$357.7B
Q2 20254,245$343.0B
Q1 20254,189$313.6B
Q4 20244,242$342.5B
Q3 20243,807$328.5B
Q2 20243,766$299.6B
Q1 20243,705$304.2B
Q4 20233,694$295.1B
Q3 20233,329$230.9B
Q2 20233,310$249.1B
Q1 20233,268$214.8B
Q4 20223,310$207.8B
Q3 20223,059$200.9B
Q2 20223,099$207.3B
Q1 20223,144$258.8B
Q4 20213,181$290.9B
Q3 20212,758$245.4B
Q2 20212,744$231.3B
Q1 20212,734$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.

Institutions holding SPY in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Rosenberg Matthew Hamilton195$129.9K0.03%00.0%Unchanged
IMG Wealth Management, Inc.196$130.6K0.09%+3+1.6%Added
Mountain Hill Investment Partners Corp.199$132.8K0.12%−66−24.9%Reduced
Stephens Consulting, LLC200$133.2K0.05%−74−27.0%Reduced
Bey-Douglas LLC239$133.7K0.10%+239New
Brown Shipley& Co Ltd202$134.6K0.07%00.0%Unchanged
SIMA Wealth Partners, LLC203$135.2K0.10%+203New
Tripletail Wealth Management, LLC207$139.2K0.16%+207New
Tsai Capital Corp209$139.2K0.10%00.0%Unchanged
Standard Family Office LLC210$139.9K0.15%00.0%Unchanged
Mendota Financial Group, LLC211$140.6K0.10%00.0%Unchanged
Team Financial Group, LLC213$141.9K0.07%+11+5.4%Added
Morgan Dempsey Capital Management LLC214$142.7K0.06%+74+52.9%Added
Scarborough Advisors, LLC215$143.4K0.03%+32+17.5%Added
Horrell Capital Management, Inc.220$146.6K0.06%00.0%Unchanged
Cedar Wealth Management, LLC227$151.2K0.05%00.0%Unchanged
Delos Wealth Advisors, LLC229$152.6K0.10%+48+26.5%Added
Contravisory Investment Management, Inc.230$153.4K0.03%00.0%Unchanged
Turning Point Benefit Group, Inc.230$153.7K0.09%+230New
Clayton Financial Group LLC231$153.9K0.11%+231New
WFA Asset Management Corp272$156.0K0.08%−53−16.3%Reduced
BNP Paribas235$156.1K0.00%+235Added
Tradewinds Capital Management, LLC234$156.1K0.04%+9+4.0%Added
FWL Investment Management, LLC237$158.1K0.04%+20+9.2%Added
Aventus Investment Advisors, Inc.242$161.2K0.14%+20+9.0%Added
STRS Ohio245$163.2K0.00%−865−77.9%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.246$163.9K0.32%−26,425−99.1%Reduced
Conquis Financial LLC253$168.5K0.16%00.0%Unchanged
Clark Wealth Partners248$169.0K0.10%+2+0.8%Added
Private Wealth Management Group, LLC254$169.2K0.05%−81−24.2%Reduced
Westend Capital Management, LLC266$177.3K0.05%+3+1.1%Added
Kings Path Partners LLC280$186.8K0.07%−79−22.0%Reduced
Cadence Wealth Management LLC301$200.5K0.10%+301New
Discovery Capital Management, LLC302$201.2K0.01%−17−5.3%Reduced
Cabot Wealth Management Inc304$202.3K0.02%+304New
Rooted Wealth Advisors, Inc.303$202.6K0.06%+303New
Claris Advisors, LLC328$202.7K0.07%00.0%Unchanged
Vulcan Value Partners, LLC303$203.1K0.00%+303New
Intrepid Capital Management Inc305$203.2K0.08%+305New
Foronjy Financial LLC305$203.2K0.09%+305New
Ambassador Advisors, LLC306$203.5K0.03%+306New
Chelsea Counsel Co305$203.7K0.09%00.0%Unchanged
Kiker Wealth Management, LLC306$203.9K0.10%+17+5.9%Added
Leelyn Smith, LLC306$203.9K0.03%+306New
Prestige Wealth Management Group LLC308$205.5K0.04%+27+9.6%Added
WealthTrak Capital Management LLC309$205.8K0.17%+7+2.3%Added
Cullen Capital Management LLC309$205.8K0.00%+309New
ETF Store, Inc.309$206.2K0.22%+309New
CPR Investments Inc.310$206.5K0.14%−64−17.1%Reduced
Financial Freedom, LLC310$206.6K0.10%+1+0.3%Added
Cornerstone Select Advisors, LLC310$206.8K0.15%−25−7.5%Reduced
Magnolia Wealth Management, LLC311$207.2K0.13%+311New
Mosaic Advisors LLC312$207.7K0.50%+312New
Prairiewood Capital, LLC313$208.5K0.07%+313New
Whelan Financial313$208.7K0.07%+313New
Barnes Dennig Private Wealth Management LLC314$209.2K0.22%+314New
OneAscent Wealth Management LLC314$209.2K0.07%−47−13.0%Reduced
Paragon Private Wealth Management, LLC315$209.8K0.07%+315New
Dorsey Wright & Associates315$210.0K0.05%+315New
Compass Wealth Management, LLC315$210.2K0.09%+315New
Tectonic Advisors LLC316$210.7K0.01%+316New
Provident Wealth Management, LLC317$211.2K0.06%+317New
CMC Financial Group318$211.8K0.39%+318New
BAM Wealth Management, LLC318$212.1K0.16%+318New
Kraematon Investment Advisors, Inc319$212.3K0.18%+319New
Prudent Investors Network321$213.8K0.05%−8−2.4%Reduced
Illumine Investment Management, LLC321$213.9K0.15%+321New
Outfitter Financial LLC322$214.5K0.17%+322New
Sterling Wealth Management, Inc.322$214.5K0.07%+322New
TSA Wealth Managment LLC323$215.2K0.07%+323New
Thomas Story & Son LLC325$216.5K0.08%−50−13.3%Reduced
Brookmont Capital Management325$216.5K0.12%00.0%Unchanged
Fortress Financial Solutions, LLC325$216.5K0.24%+325New
Oakwell Private Wealth Management, LLC325$216.8K0.04%00.0%Unchanged
Invesco, LLC329$219.2K0.07%−86−20.7%Reduced
Oak Family Advisors, LLC330$219.6K0.07%−167−33.6%Reduced
Paul R. Ried Financial Group, LLC330$219.8K0.11%−25−7.0%Reduced
SJA Financial Advisory, LLC331$220.5K0.15%−3−0.9%Reduced
PFS Partners, LLC332$221.1K0.11%00.0%Unchanged
New World Advisors LLC332$221.2K0.04%−13−3.8%Reduced
Alliance Wealth Advisors, LLC332$221.2K0.05%−1−0.3%Reduced
Lifelong Wealth Advisors, Inc.332$221.2K0.07%00.0%Unchanged
Ogorek Anthony Joseph333$222.0K0.06%−22−6.2%Reduced
Drum Hill Capital, LLC334$222.5K0.24%00.0%Unchanged
First National Bank & Trust Co of Newtown335$223.2K0.04%00.0%Unchanged
Greenspring Advisors, LLC335$223.2K0.04%+335New
Lantern Wealth Advisors, LLC51,770$223.6K0.12%+47,963+1,259.9%Added
Buska Wealth Management, LLC336$223.6K0.07%00.0%Unchanged
Harbour Investment Management LLC336$224.2K0.10%00.0%Unchanged
Principia Wealth Advisory, LLC337$224.5K0.16%00.0%Unchanged
Spectrum Financial Alliance Ltd LLC337$224.6K0.06%+22+7.0%Added
Flagstone Financial Management337$224.8K0.06%00.0%Unchanged
Financial Network Wealth Advisors LLC338$225.2K0.25%+122+56.5%Added
Keener Financial Planning LLC340$226.0K0.10%−57−14.4%Reduced
ETF Portfolio Partners, Inc.340$226.5K0.06%+340New
One Wealth Advisors, LLC340$226.6K0.03%00.0%Unchanged
ERTS Wealth Advisors, LLC341$227.0K0.07%+1+0.3%Added
Wayfinding Financial, LLC341$227.0K0.10%00.0%Unchanged
Panoramic Investment Advisors, LLC341$227.2K0.13%−26−7.1%Reduced
BKA Wealth Consulting, Inc.341$227.3K0.19%+1+0.3%Added