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 |
|---|---|---|---|---|---|
| Bank of Nova Scotia Trust Co | 3,773 | $2.51M | 0.23% | −12−0.3% | Reduced |
| CFO4Life Group, LLC | 3,783 | $2.52M | 0.37% | +11+0.3% | Added |
| Heritage Financial Services, LLC | 3,789 | $2.52M | 0.23% | +903+31.3% | Added |
| CFC Planning Co LLC | 3,794 | $2.53M | 2.12% | +105+2.8% | Added |
| GR Financial Group, LLC | 3,795 | $2.53M | 0.58% | +11+0.3% | Added |
| FMB Wealth Management | 3,802 | $2.53M | 1.07% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 3,803 | $2.53M | 1.81% | +1,100+40.7% | Added |
| REDW Wealth LLC | 3,804 | $2.53M | 0.96% | −306−7.4% | Reduced |
| Whalerock Point Partners, LLC | 3,806 | $2.54M | 0.51% | −228−5.7% | Reduced |
| Level Financial Advisors, Inc. | 3,809 | $2.54M | 0.72% | −16−0.4% | Reduced |
| Eagle Rock Investment Company, LLC | 3,822 | $2.55M | 0.38% | −18−0.5% | Reduced |
| Global Assets Advisory, LLC | 3,829 | $2.55M | 0.76% | +517+15.6% | Added |
| Register Financial Advisors LLC | 3,831 | $2.55M | 1.00% | −5−0.1% | Reduced |
| Goldstein Advisors, LLC | 3,832 | $2.55M | 0.31% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 3,839 | $2.56M | 0.15% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 3,845 | $2.56M | 0.32% | −54−1.4% | Reduced |
| LMCG Investments, LLC | 3,846 | $2.56M | 0.15% | −108−2.7% | Reduced |
| Comprehensive Financial Planning, Inc. | 3,848 | $2.56M | 1.76% | +57+1.5% | Added |
| Manhattan West Asset Management, LLC | 3,859 | $2.57M | 0.54% | −50−1.3% | Reduced |
| Graybill Bartz & Assoc Ltd | 3,866 | $2.58M | 0.79% | −278−6.7% | Reduced |
| Crescent Park Management, L.P. | 3,872 | $2.58M | 1.14% | −315−7.5% | Reduced |
| Lazari Capital Management, Inc. | 3,876 | $2.58M | 0.87% | −255−6.2% | Reduced |
| Chung Wu Investment Group, LLC | 3,880 | $2.58M | 2.15% | +100+2.6% | Added |
| Canal Capital Management, LLC | 3,899 | $2.60M | 0.39% | −123−3.1% | Reduced |
| Chesapeake Asset Management LLC | 3,904 | $2.61M | 2.31% | 00.0% | Unchanged |
| Members Wealth LLC | 3,900 | $2.61M | 1.65% | +3,900 | New |
| Sheets Smith Wealth Management | 3,914 | $2.61M | 0.30% | +10.0% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 3,926 | $2.62M | 0.07% | 00.0% | Unchanged |
| Goodman Financial Corp | 3,934 | $2.62M | 0.51% | −28−0.7% | Reduced |
| Panoramic Capital Partners, LLC | 3,938 | $2.62M | 1.69% | +62+1.6% | Added |
| McCarthy & Cox | 3,947 | $2.63M | 0.60% | +365+10.2% | Added |
| Burford Brothers, Inc. | 3,955 | $2.63M | 1.13% | −2−0.1% | Reduced |
| EdgeRock Capital LLC | 3,969 | $2.64M | 0.74% | +95+2.5% | Added |
| Insight 2811, Inc. | 3,971 | $2.65M | 1.18% | −37−0.9% | Reduced |
| Stonegate Investment Group, LLC | 3,979 | $2.65M | 0.06% | +2+0.1% | Added |
| White Lighthouse Investment Management Inc. | 3,987 | $2.66M | 0.40% | +9+0.2% | Added |
| Kornitzer Capital Management Inc | 3,990 | $2.66M | 0.05% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 3,997 | $2.66M | 0.17% | +43+1.1% | Added |
| Highlander Partners, L.P. | 4,000 | $2.66M | 0.93% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 4,003 | $2.67M | 0.42% | −301−7.0% | Reduced |
| River Wealth Advisors LLC | 4,004 | $2.67M | 0.31% | +627+18.6% | Added |
| Spring Capital Management, LLC | 4,004 | $2.67M | 1.31% | 00.0% | Unchanged |
| Tudor Financial Inc. | 4,008 | $2.67M | 1.42% | −10−0.2% | Reduced |
| Sculati Wealth Management, LLC | 4,013 | $2.67M | 0.94% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 4,017 | $2.68M | 0.39% | +7+0.2% | Added |
| OMNI 360 Wealth, Inc. | 4,046 | $2.70M | 1.51% | −20−0.5% | Reduced |
| Astoria Portfolio Advisors LLC. | 4,006 | $2.70M | 0.71% | +225+6.0% | Added |
| WNY Asset Management, LLC | 4,060 | $2.70M | 0.26% | +102+2.6% | Added |
| Miramar Fiduciary Corp | 4,056 | $2.71M | 2.13% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 4,072 | $2.71M | 0.53% | +10.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4,063 | $2.71M | 0.56% | −179−4.2% | Reduced |
| Hughes Financial Services, LLC | 3,986 | $2.72M | 0.43% | −75−1.8% | Reduced |
| Rydar Equities, Inc. | 4,064 | $2.72M | 2.18% | −655−13.9% | Reduced |
| General Partner, Inc. | 4,088 | $2.72M | 1.50% | 00.0% | Unchanged |
| Hurley Capital, LLC | 4,090 | $2.72M | 1.53% | +1,087+36.2% | Added |
| Newbridge Financial Services Group, Inc. | 4,091 | $2.73M | 0.41% | −397−8.8% | Reduced |
| Sterling Investment Counsel, LLC | 4,097 | $2.73M | 0.88% | +3,469+552.4% | Added |
| Wedgewood Investors Inc | 4,099 | $2.73M | 2.99% | −50−1.2% | Reduced |
| Euclidean Capital LLC | 4,104 | $2.73M | 1.15% | 00.0% | Unchanged |
| YANKCOM Partnership | 4,106 | $2.74M | 1.23% | −72−1.7% | Reduced |
| Lake Street Financial LLC | 4,108 | $2.74M | 0.35% | −53−1.3% | Reduced |
| Blue Chip Partners, Inc. | 4,109 | $2.74M | 0.20% | −75−1.8% | Reduced |
| Pandora Wealth, Inc. | 4,118 | $2.74M | 1.66% | −188−4.4% | Reduced |
| Legacy Financial Advisors, Inc. | 4,122 | $2.75M | 0.38% | +1,429+53.1% | Added |
| Baldwin Investment Management, LLC | 4,122 | $2.75M | 0.31% | −196−4.5% | Reduced |
| Capital Research Global Investors | 4,150 | $2.75M | 0.00% | +1,731+71.6% | Added |
| Suncoast Equity Management | 4,140 | $2.76M | 0.28% | +481+13.1% | Added |
| Davidson Trust Co | 4,141 | $2.76M | 1.14% | +50+1.2% | Added |
| Allred Capital Management, LLC | 4,148 | $2.76M | 0.96% | −16−0.4% | Reduced |
| Claris Financial LLC | 4,172 | $2.78M | 1.58% | +501+13.6% | Added |
| Pin Oak Investment Advisors Inc | 4,163 | $2.78M | 1.99% | +67+1.6% | Added |
| IFC Advisors LLC | 4,174 | $2.78M | 0.51% | −51−1.2% | Reduced |
| Worth Financial Advisory Group, LLC | 4,178 | $2.78M | 1.56% | +153+3.8% | Added |
| Alpha Zero LLC | 4,180 | $2.78M | 1.61% | +20.0% | Added |
| Team Hewins, LLC | 4,178 | $2.79M | 0.94% | −11−0.3% | Reduced |
| Hoese & Co LLP | 4,193 | $2.79M | 2.13% | −368−8.1% | Reduced |
| Archford Capital Strategies, LLC | 4,196 | $2.80M | 0.33% | +417+11.0% | Added |
| Flaharty Asset Management, LLC | 4,201 | $2.80M | 0.36% | −139−3.2% | Reduced |
| McDaniel Terry & Co | 4,203 | $2.80M | 0.23% | −1,000−19.2% | Reduced |
| Yardley Wealth Management LLC | 4,208 | $2.80M | 1.57% | +192+4.8% | Added |
| Prosperity Planning, Inc. | 4,223 | $2.81M | 0.76% | −309−6.8% | Reduced |
| TBH Global Asset Management, LLC | 4,224 | $2.81M | 0.55% | +27+0.6% | Added |
| Fortitude Financial, LLC | 45,033 | $2.82M | 3.16% | −11,057−19.7% | Reduced |
| Wellington Shields Capital Management, LLC | 4,240 | $2.82M | 0.43% | +539+14.6% | Added |
| Erickson Financial Group, LLC | 4,243 | $2.83M | 1.78% | −97−2.2% | Reduced |
| National Wealth Management Group, LLC | 4,247 | $2.83M | 1.07% | +3,188+301.0% | Added |
| Tidemark, LLC | 4,248 | $2.83M | 0.82% | −109−2.5% | Reduced |
| D L Carlson Investment Group Inc | 4,255 | $2.83M | 0.48% | −71−1.6% | Reduced |
| Stone Point Wealth LLC | 4,278 | $2.85M | 0.81% | −155−3.5% | Reduced |
| Wall Street Access Asset Management, LLC | 4,279 | $2.85M | 0.71% | −445−9.4% | Reduced |
| Warren Street Wealth Advisors, LLC | 4,280 | $2.85M | 0.86% | +5+0.1% | Added |
| WESCAP Management Group, Inc. | 4,282 | $2.85M | 0.60% | +20.0% | Added |
| Hilltop National Bank | 4,283 | $2.85M | 0.70% | −17−0.4% | Reduced |
| Oarsman Capital, Inc. | 4,301 | $2.87M | 0.40% | −211−4.7% | Reduced |
| Private Capital Advisors, Inc. | 4,306 | $2.87M | 0.32% | +83+2.0% | Added |
| BWM Planning, LLC | 4,308 | $2.87M | 0.85% | −164−3.7% | Reduced |
| James Investment Research Inc | 4,314 | $2.87M | 0.31% | +231+5.7% | Added |
| Mount Yale Investment Advisors, LLC | 4,308 | $2.88M | 0.20% | −110−2.5% | Reduced |
| Permanens Capital L.P. | 4,318 | $2.88M | 0.43% | +1,911+79.4% | Added |
| Aull & Monroe Investment Management Corp | 4,333 | $2.89M | 1.47% | +9+0.2% | Added |