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 |
|---|---|---|---|---|---|
| Manchester Financial Inc | 4,905 | $3.27M | 0.65% | +71+1.5% | Added |
| CCG Wealth Management, LLC | 4,910 | $3.27M | 1.54% | +872+21.6% | Added |
| Pennsylvania Capital Management Inc | 4,913 | $3.27M | 0.95% | −85−1.7% | Reduced |
| Pacific Center for Financial Services | 4,917 | $3.28M | 0.84% | +141+3.0% | Added |
| Meridian Investment Counsel Inc. | 4,926 | $3.28M | 0.81% | −371−7.0% | Reduced |
| Compass Wealth Management LLC | 4,932 | $3.29M | 0.73% | −78−1.6% | Reduced |
| Madrona Financial Services, LLC | 4,933 | $3.29M | 0.73% | −129−2.5% | Reduced |
| Bank Ozk | 4,934 | $3.29M | 1.16% | −186−3.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,941 | $3.29M | 0.29% | −75−1.5% | Reduced |
| Builder Investment Group Inc | 4,943 | $3.29M | 0.74% | +365+8.0% | Added |
| Trust Co of the South | 4,945 | $3.29M | 0.55% | −5,832−54.1% | Reduced |
| Searle & Co. | 4,950 | $3.30M | 0.87% | +100+2.1% | Added |
| PBMares Wealth Management LLC | 4,958 | $3.30M | 0.54% | +10.0% | Added |
| Virtus Wealth Solutions LLC | 4,962 | $3.31M | 0.64% | +38+0.8% | Added |
| Verus Financial Partners, Inc. | 4,971 | $3.31M | 0.32% | −145−2.8% | Reduced |
| Cottage Street Advisors LLC | 4,973 | $3.31M | 1.41% | +36+0.7% | Added |
| Center for Financial Planning, Inc. | 4,974 | $3.31M | 0.35% | −6−0.1% | Reduced |
| Garrison Point Advisors, LLC | 4,976 | $3.32M | 1.39% | +658+15.2% | Added |
| Asset Allocation & Management Company, LLC | 4,979 | $3.32M | 1.40% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 5,380 | $3.32M | 0.40% | 00.0% | Unchanged |
| Alpha Wealth Funds, LLC | 4,991 | $3.32M | 2.72% | −1,066−17.6% | Reduced |
| Private Wealth Group, LLC | 4,994 | $3.33M | 1.66% | +146+3.0% | Added |
| Financial Enhancement Group LLC | 4,945 | $3.33M | 0.45% | +474+10.6% | Added |
| Tranquilli Financial Advisor LLC | 4,999 | $3.33M | 1.97% | +407+8.9% | Added |
| Broderick Brian C | 5,000 | $3.33M | 0.63% | 00.0% | Unchanged |
| Glaxis Capital Management, LLC | 5,000 | $3.33M | 5.53% | +5,000 | New |
| Shay Capital LLC | 5,000 | $3.33M | 0.60% | +5,000 | New |
| Pavion Blue Capital, LLC | 5,002 | $3.33M | 1.42% | 00.0% | Unchanged |
| Cooper Financial Group | 5,008 | $3.34M | 0.37% | −146−2.8% | Reduced |
| LGT Financial Advisors LLC | 5,008 | $3.34M | 7.20% | +12+0.2% | Added |
| Wealth Management Partners, LLC | 5,020 | $3.34M | 1.06% | +10.0% | Added |
| Asset Management Group, Inc. | 5,021 | $3.34M | 0.55% | +13+0.3% | Added |
| Noesis Capital Mangement Corp | 5,026 | $3.35M | 0.52% | −80−1.6% | Reduced |
| Financial Advisory Corp | 5,027 | $3.35M | 0.93% | −10−0.2% | Reduced |
| First County Bank | 5,031 | $3.35M | 1.71% | −516−9.3% | Reduced |
| Rice Partnership, LLC | 5,034 | $3.35M | 0.48% | +980+24.2% | Added |
| VeraBank, N.A. | 5,046 | $3.36M | 0.63% | +607+13.7% | Added |
| Epiq Partners, LLC | 5,069 | $3.38M | 1.60% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 5,083 | $3.39M | 0.62% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 5,092 | $3.39M | 0.22% | +14+0.3% | Added |
| Financial Advisors Network, Inc. | 5,103 | $3.40M | 0.48% | −360−6.6% | Reduced |
| Strait & Sound Wealth Management LLC | 5,125 | $3.41M | 1.31% | 00.0% | Unchanged |
| Greenfield Savings Bank | 5,128 | $3.42M | 1.44% | +37+0.7% | Added |
| Spinnaker Investment Group, LLC | 5,137 | $3.42M | 0.64% | +2,344+83.9% | Added |
| Warner Financial, Inc | 5,138 | $3.42M | 1.28% | +10.0% | Added |
| Black Diamond Financial, LLC | 5,144 | $3.43M | 0.38% | +183+3.7% | Added |
| Advanced Asset Management Advisors Inc | 5,152 | $3.43M | 0.92% | +365+7.6% | Added |
| Paladin Advisory Group, LLC | 5,156 | $3.43M | 2.68% | −33−0.6% | Reduced |
| Lynx Investment Advisory | 5,157 | $3.44M | 2.06% | +1,416+37.9% | Added |
| Leeward Financial Partners, LLC | 5,164 | $3.44M | 0.98% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 5,167 | $3.44M | 1.71% | −144−2.7% | Reduced |
| Governors Lane LP | 5,170 | $3.44M | 0.48% | +5,170 | New |
| Beaumont Financial Advisors, LLC | 5,171 | $3.44M | 0.23% | +96+1.9% | Added |
| Cardinal Point Capital Management, ULC | 5,180 | $3.45M | 0.24% | +2,363+83.9% | Added |
| WMG Financial Advisors, LLC | 5,176 | $3.45M | 1.15% | −85−1.6% | Reduced |
| Omega Financial Group, LLC | 5,179 | $3.45M | 1.16% | −60−1.1% | Reduced |
| SP Asset Management LLC | 5,182 | $3.45M | 0.27% | +321+6.6% | Added |
| Duncan Williams Asset Management, LLC | 5,184 | $3.45M | 0.97% | +55+1.1% | Added |
| Fielder Capital Group LLC | 5,189 | $3.46M | 0.79% | −12−0.2% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 5,191 | $3.46M | 0.35% | +34+0.7% | Added |
| East Coast Asset Management, LLC. | 5,206 | $3.47M | 1.09% | 00.0% | Unchanged |
| Breakwater Capital Group | 5,208 | $3.47M | 0.51% | −467−8.2% | Reduced |
| Summit Financial Strategies, Inc. | 5,233 | $3.49M | 0.30% | +6+0.1% | Added |
| Logan Stone Capital, LLC | 5,235 | $3.49M | 1.58% | −15,641−74.9% | Reduced |
| Aviance Capital Partners, LLC | 5,247 | $3.50M | 0.42% | +605+13.0% | Added |
| Bangor Savings Bank | 5,273 | $3.51M | 0.29% | −22−0.4% | Reduced |
| Greykasell Wealth Strategies, Inc. | 5,273 | $3.51M | 1.48% | −18−0.3% | Reduced |
| Clark Capital Management Group, Inc. | 5,276 | $3.51M | 0.02% | +807+18.1% | Added |
| Mason Investment Advisory Services, Inc. | 5,292 | $3.53M | 0.18% | +6+0.1% | Added |
| Parisi Gray Wealth Management | 5,308 | $3.54M | 0.92% | −235−4.2% | Reduced |
| Ironwood Investment Counsel, LLC | 5,312 | $3.54M | 0.52% | −347−6.1% | Reduced |
| Watershed Private Wealth LLC | 5,327 | $3.55M | 1.12% | −73−1.4% | Reduced |
| Freestate Advisors LLC | 5,336 | $3.56M | 2.98% | +1,693+46.5% | Added |
| OP Asset Management Ltd | 5,345 | $3.56M | 0.05% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 5,350 | $3.56M | 1.31% | −113−2.1% | Reduced |
| Sittner & Nelson, LLC | 5,355 | $3.57M | 1.30% | −15−0.3% | Reduced |
| Charter Research & Investment Group, Inc. | 5,365 | $3.57M | 2.48% | +32+0.6% | Added |
| Beaird Harris Wealth Management, LLC | 5,379 | $3.58M | 0.25% | +4+0.1% | Added |
| Sivia Capital Partners, LLC | 5,379 | $3.58M | 1.01% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 5,389 | $3.59M | 1.20% | +2,806+108.6% | Added |
| Middleton & Co Inc | 5,399 | $3.60M | 0.39% | +48+0.9% | Added |
| Cape Cod Five Cents Savings Bank | 6,278 | $3.60M | 0.33% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 5,408 | $3.60M | 1.57% | −47−0.9% | Reduced |
| Patton Albertson Miller Group, LLC | 5,413 | $3.61M | 0.44% | +420+8.4% | Added |
| Raab & Moskowitz Asset Management LLC | 5,419 | $3.61M | 0.81% | −195−3.5% | Reduced |
| High Falls Advisors, Inc | 5,427 | $3.62M | 0.74% | −409−7.0% | Reduced |
| Epacria Capital Partners, LLC | 5,432 | $3.62M | 2.94% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 5,437 | $3.62M | 5.05% | +46+0.9% | Added |
| WJ Financial Advisors LLC | 5,442 | $3.63M | 3.52% | +5,442 | New |
| Mitchell McLeod Pugh & Williams Inc | 5,293 | $3.64M | 0.58% | −30−0.6% | Reduced |
| Evensky & Katz LLC | 5,466 | $3.64M | 0.21% | +164+3.1% | Added |
| Spirepoint Private Client, LLC | 5,468 | $3.64M | 0.38% | −20−0.4% | Reduced |
| BankPlus Wealth Management LLC | 5,476 | $3.65M | 2.15% | −111−2.0% | Reduced |
| Mason & Associates, LLC | 5,917 | $3.66M | 0.92% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 5,495 | $3.66M | 1.65% | 00.0% | Unchanged |
| Permanent Capital Management, LP | 5,482 | $3.66M | 0.68% | +5,482 | New |
| Northern Oak Wealth Management Inc | 5,506 | $3.67M | 0.45% | −5−0.1% | Reduced |
| Bearing Point Capital, LLC | 5,512 | $3.67M | 0.63% | −5−0.1% | Reduced |
| Harmony Asset Management LLC | 5,513 | $3.67M | 1.26% | +197+3.7% | Added |
| LVW Advisors, LLC | 5,513 | $3.67M | 0.38% | +2,137+63.3% | Added |