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 |
|---|---|---|---|---|---|
| First Commonwealth Financial Corp | 4,336 | $2.89M | 0.48% | −264−5.7% | Reduced |
| Capstone Financial Advisors, Inc. | 4,341 | $2.89M | 0.16% | +486+12.6% | Added |
| SkyOak Wealth, LLC | 4,353 | $2.90M | 0.55% | +13+0.3% | Added |
| Grange Capital, LLC | 4,354 | $2.90M | 2.80% | −53−1.2% | Reduced |
| City State Bank | 4,371 | $2.91M | 0.84% | +10+0.2% | Added |
| RFP Financial Group LLC | 4,460 | $2.91M | 1.19% | −1,925−30.1% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,376 | $2.92M | 1.21% | −81−1.8% | Reduced |
| Park Edge Advisors, LLC | 4,376 | $2.92M | 0.67% | +208+5.0% | Added |
| NorthStar Asset Management LLC | 4,378 | $2.92M | 1.40% | +87+2.0% | Added |
| 10Elms LLP | 4,379 | $2.92M | 2.62% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 4,380 | $2.92M | 0.22% | −115−2.6% | Reduced |
| BCS Wealth Management | 4,381 | $2.92M | 0.66% | −31−0.7% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 4,383 | $2.92M | 0.66% | +1,326+43.4% | Added |
| Confluence Wealth Services, Inc. | 4,386 | $2.92M | 0.14% | −32−0.7% | Reduced |
| Naviter Wealth, LLC | 4,375 | $2.92M | 0.34% | +1,014+30.2% | Added |
| McIlrath & Eck, LLC | 4,396 | $2.93M | 0.30% | −56−1.3% | Reduced |
| Cherrydale Wealth Management, LLC | 4,400 | $2.93M | 0.92% | −235−5.1% | Reduced |
| MPS Loria Financial Planners, LLC | 4,404 | $2.93M | 0.78% | +72+1.7% | Added |
| Cooksen Wealth, LLC | 4,409 | $2.94M | 2.19% | 00.0% | Unchanged |
| Hillman Co | 4,411 | $2.94M | 0.91% | 00.0% | Unchanged |
| Red Lighthouse Investment Management, LLC | 4,417 | $2.94M | 1.03% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 4,418 | $2.94M | 0.74% | −61−1.4% | Reduced |
| Consilium Wealth Advisory, LLC | 4,418 | $2.94M | 1.14% | −22−0.5% | Reduced |
| Maple Capital Management, Inc. | 4,421 | $2.95M | 0.19% | +96+2.2% | Added |
| Clearbridge Investments, LLC | 4,433 | $2.95M | 0.00% | −5,568−55.7% | Reduced |
| TPG Advisors LLC | 4,440 | $2.96M | 1.95% | +11+0.2% | Added |
| Cooper/Haims Advisors, LLC | 4,440 | $2.96M | 1.38% | −89−2.0% | Reduced |
| Arbor Wealth Advisors LLC | 4,441 | $2.96M | 2.21% | 00.0% | Unchanged |
| River Street Advisors LLC | 4,441 | $2.96M | 1.15% | 00.0% | Unchanged |
| PUREfi Wealth, LLC | 4,450 | $2.96M | 2.28% | −229−4.9% | Reduced |
| Wellington Shields & Co., LLC | 4,460 | $2.97M | 0.77% | +70+1.6% | Added |
| Yacktman Asset Management LP | 4,467 | $2.98M | 0.04% | +964+27.5% | Added |
| Geometric Wealth Advisors | 4,471 | $2.98M | 0.40% | +90+2.1% | Added |
| Centurion Wealth Management LLC | 4,481 | $2.99M | 0.68% | +93+2.1% | Added |
| Bull Street Advisors, LLC | 4,487 | $2.99M | 1.40% | −5−0.1% | Reduced |
| Patriot Investment Management Inc. | 4,488 | $2.99M | 0.20% | −170−3.6% | Reduced |
| Marshall & Sullivan Inc | 4,502 | $3.00M | 1.39% | −45−1.0% | Reduced |
| Acorn Wealth Advisors, LLC | 4,503 | $3.00M | 0.94% | +2,599+136.5% | Added |
| Colonial Trust Advisors | 4,503 | $3.00M | 0.23% | +1,803+66.8% | Added |
| Tufton Capital Management | 4,516 | $3.01M | 0.54% | +15+0.3% | Added |
| Integral Investment Advisors, Inc. | 4,516 | $3.01M | 0.81% | +67+1.5% | Added |
| 1 North Wealth Services LLC | 4,528 | $3.02M | 1.24% | −45−1.0% | Reduced |
| Fortress Private Ledger, LLC | 4,534 | $3.02M | 1.10% | −279−5.8% | Reduced |
| Stenger Family Office, LLC | 4,417 | $3.03M | 0.64% | +193+4.6% | Added |
| Longview Financial Advisors, Inc. | 4,544 | $3.03M | 2.16% | +10.0% | Added |
| Charles Schwab Trust Co | 4,545 | $3.03M | 0.21% | +742+19.5% | Added |
| MV Capital Management, Inc. | 4,547 | $3.03M | 0.29% | −49−1.1% | Reduced |
| Private Advisory Group LLC | 4,547 | $3.03M | 0.26% | −29,165−86.5% | Reduced |
| Cadinha & Co LLC | 4,551 | $3.03M | 0.41% | +8+0.2% | Added |
| Affinity Capital Advisors, LLC | 4,542 | $3.04M | 0.47% | −7−0.2% | Reduced |
| AssuredPartners Investment Advisors, LLC | 4,567 | $3.04M | 0.68% | +1,508+49.3% | Added |
| Cahaba Wealth Management, Inc. | 4,567 | $3.04M | 0.22% | −89−1.9% | Reduced |
| Trust Co of Toledo NA | 4,572 | $3.05M | 0.31% | +325+7.7% | Added |
| Newman Dignan & Sheerar, Inc. | 4,587 | $3.06M | 0.66% | −79−1.7% | Reduced |
| Peterson Wealth Services | 1,260 | $3.06M | 0.75% | −3,139−71.4% | Reduced |
| Cito Capital Group, LLC | 4,580 | $3.06M | 0.89% | −500−9.8% | Reduced |
| Equita Financial Network, Inc. | 4,594 | $3.06M | 1.03% | −8−0.2% | Reduced |
| Laffer Tengler Investments | 4,604 | $3.07M | 0.49% | +2,712+143.3% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 4,606 | $3.07M | 0.59% | +186+4.2% | Added |
| Merrion Investment Management Co, LLC | 4,607 | $3.07M | 1.76% | −20.0% | Reduced |
| Evelyn Partners Asset Management Ltd | 4,634 | $3.09M | 0.70% | −764−14.2% | Reduced |
| Wallington Asset Management, LLC | 4,637 | $3.09M | 0.40% | −1,005−17.8% | Reduced |
| Aurelius Family Office LLC | 4,638 | $3.09M | 1.37% | −39−0.8% | Reduced |
| Leigh Baldwin & Co., LLC | 4,652 | $3.10M | 1.74% | +93+2.0% | Added |
| Armstrong Henry H Associates Inc | 4,673 | $3.11M | 0.28% | +5+0.1% | Added |
| Barnes Wealth Management Group, Inc | 4,675 | $3.11M | 1.72% | +248+5.6% | Added |
| Ameraudi Asset Management, Inc. | 4,688 | $3.12M | 1.89% | −145−3.0% | Reduced |
| Shaker Financial Services, LLC | 4,682 | $3.13M | 1.07% | +4,124+739.1% | Added |
| Buck Wealth Strategies, LLC | 4,708 | $3.14M | 0.43% | −7−0.1% | Reduced |
| SOA Wealth Advisors, LLC. | 4,715 | $3.14M | 0.54% | −95−2.0% | Reduced |
| Fortem Financial Group, LLC | 4,720 | $3.14M | 0.90% | −48−1.0% | Reduced |
| Virtue Asset Management LLC | 4,720 | $3.14M | 2.59% | +4,720 | New |
| Mirador Capital Partners LP | 4,723 | $3.15M | 0.45% | +90+1.9% | Added |
| Vicus Capital | 31,201 | $3.15M | 0.24% | +24,328+354.0% | Added |
| Smith, Salley & Associates | 4,736 | $3.15M | 0.16% | −150−3.1% | Reduced |
| Verum Partners LLC | 4,744 | $3.16M | 0.67% | +89+1.9% | Added |
| Clarity Capital Advisors, LLC | 4,750 | $3.16M | 1.72% | +10.0% | Added |
| Axis Wealth Partners, LLC | 4,752 | $3.17M | 1.85% | +5+0.1% | Added |
| Olistico Wealth, LLC | 4,759 | $3.17M | 1.68% | +56+1.2% | Added |
| Rollins Financial Advisors, LLC | 4,761 | $3.17M | 0.48% | −105−2.2% | Reduced |
| Main Street Group, LTD | 4,762 | $3.17M | 0.93% | +194+4.2% | Added |
| Cascade Financial Partners, LLC | 4,776 | $3.18M | 0.36% | −1,100−18.7% | Reduced |
| Mathes Company, Inc. | 4,780 | $3.18M | 1.14% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 4,785 | $3.19M | 0.63% | +181+3.9% | Added |
| Sierra Summit Advisors LLC | 4,787 | $3.19M | 0.49% | +1,032+27.5% | Added |
| Gladwyn Financial Advisors, Inc. | 4,791 | $3.19M | 2.29% | +23+0.5% | Added |
| Noked Israel Ltd | 4,794 | $3.19M | 0.50% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,795 | $3.19M | 0.46% | +20.0% | Added |
| Red Door Wealth Management, LLC | 4,808 | $3.20M | 0.34% | +347+7.8% | Added |
| Integrated Financial Solutions, Inc. | 4,811 | $3.21M | 2.21% | −22−0.5% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 4,812 | $3.21M | 1.32% | −10.0% | Reduced |
| Stokes Family Office, LLC | 4,812 | $3.21M | 0.30% | +191+4.1% | Added |
| Fortress Financial Group, LLC | 4,815 | $3.21M | 2.46% | −80−1.6% | Reduced |
| Zevenbergen Capital Investments LLC | 4,835 | $3.22M | 0.06% | +130+2.8% | Added |
| Financial Network Wealth Management LLC | 4,728 | $3.22M | 0.99% | +4,728 | New |
| Trilogy Capital Inc. | 4,845 | $3.23M | 0.15% | +86+1.8% | Added |
| Ironwood Financial, llc | 4,854 | $3.23M | 0.57% | −169−3.4% | Reduced |
| Harbour Capital Advisors, LLC | 4,844 | $3.24M | 0.66% | −218−4.3% | Reduced |
| Power Wealth Management LLC | 4,903 | $3.27M | 1.19% | −345−6.6% | Reduced |
| Chicago Wealth Management, Inc. | 4,905 | $3.27M | 1.42% | +138+2.9% | Added |