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 |
|---|---|---|---|---|---|
| Northstar Group, Inc. | 5,524 | $3.68M | 0.54% | 00.0% | Unchanged |
| Fire Capital Management LLC | 5,533 | $3.69M | 2.12% | −4,420−44.4% | Reduced |
| Apollon Financial, LLC | 5,535 | $3.69M | 0.61% | +788+16.6% | Added |
| Gilbert & Cook, Inc. | 5,538 | $3.69M | 0.47% | −80−1.4% | Reduced |
| DDD Partners, LLC | 5,559 | $3.70M | 0.24% | −1,999−26.4% | Reduced |
| Optivise Advisory Services LLC | 5,591 | $3.72M | 2.22% | −1,944−25.8% | Reduced |
| Welch Group, LLC | 5,592 | $3.73M | 0.15% | +540+10.7% | Added |
| Vawter Financial, Ltd. | 5,596 | $3.73M | 1.69% | +4,952+768.9% | Added |
| Maridea Wealth Management LLC | 5,558 | $3.73M | 0.58% | +4,814+647.0% | Added |
| Rational Advisors LLC | 5,606 | $3.73M | 0.37% | −1,283−18.6% | Reduced |
| Hassell Wealth Management, LLC | 5,619 | $3.74M | 1.30% | +198+3.7% | Added |
| Duncker Streett & Co Inc | 5,623 | $3.75M | 0.65% | −9−0.2% | Reduced |
| Wood Tarver Financial Group, LLC | 5,632 | $3.75M | 1.11% | −29−0.5% | Reduced |
| Cornerstone Advisory, LLC | 5,639 | $3.76M | 0.37% | +25+0.4% | Added |
| Sandy Cove Advisors, LLC | 5,645 | $3.76M | 1.20% | −401−6.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,645 | $3.76M | 0.14% | +206+3.8% | Added |
| Inspirion Wealth Advisors, LLC | 6,556 | $3.76M | 0.53% | +497+8.2% | Added |
| Caitlin John, LLC | 5,650 | $3.76M | 2.62% | +328+6.2% | Added |
| Parsons Capital Management Inc | 5,660 | $3.77M | 0.21% | +19+0.3% | Added |
| Coign Capital Advisors LLC | 5,682 | $3.79M | 2.08% | −427−7.0% | Reduced |
| Gemmer Asset Management LLC | 5,689 | $3.79M | 0.31% | −25−0.4% | Reduced |
| Fountainhead AM, LLC | 5,697 | $3.79M | 0.50% | +112+2.0% | Added |
| Burney Co | 5,702 | $3.80M | 0.12% | +15+0.3% | Added |
| Alterna Wealth Management, Inc | 5,721 | $3.81M | 3.14% | −1,523−21.0% | Reduced |
| Clarkston Capital Partners, LLC | 5,725 | $3.81M | 0.08% | +1,400+32.4% | Added |
| SC&H Financial Advisors, Inc. | 5,733 | $3.82M | 0.62% | −53−0.9% | Reduced |
| Weaver Consulting Group | 5,738 | $3.82M | 0.97% | +7+0.1% | Added |
| Donaldson Capital Management, LLC | 5,741 | $3.82M | 0.12% | +144+2.6% | Added |
| Holderness Investments Co | 5,755 | $3.83M | 0.78% | +160+2.9% | Added |
| Turn8 Private Wealth Inc. | 5,762 | $3.84M | 2.76% | −5,000−46.5% | Reduced |
| State of Alaska, Department of Revenue | 5,763 | $3.84M | 0.04% | −40,000−87.4% | Reduced |
| Monograph Wealth Advisors, LLC | 5,753 | $3.84M | 0.39% | −1,396−19.5% | Reduced |
| Ofc Financial Planning, LLC | 5,783 | $3.85M | 3.81% | −453−7.3% | Reduced |
| Castleview Partners, LLC | 5,793 | $3.86M | 2.10% | +34+0.6% | Added |
| Ewa, LLC | 5,799 | $3.86M | 1.07% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 5,805 | $3.87M | 1.82% | +287+5.2% | Added |
| Northwest Bancshares, Inc. | 5,812 | $3.87M | 0.64% | −246−4.1% | Reduced |
| Roberts Glore & Co Inc | 5,816 | $3.87M | 1.06% | 00.0% | Unchanged |
| Capital City Trust Co | 5,817 | $3.88M | 0.95% | +29+0.5% | Added |
| Smith Asset Management Co., LLC | 5,811 | $3.88M | 3.30% | +107+1.9% | Added |
| Summit Financial Wealth Advisors, LLC | 5,807 | $3.88M | 0.60% | −11−0.2% | Reduced |
| Fagan Associates, Inc. | 5,833 | $3.89M | 0.54% | −10.0% | Reduced |
| Weinberger Asset Management, Inc | 5,843 | $3.89M | 1.41% | −655−10.1% | Reduced |
| Next Capital Management LLC | 5,848 | $3.90M | 1.30% | +72+1.2% | Added |
| Towerpoint Wealth, LLC | 5,860 | $3.90M | 1.60% | +21+0.4% | Added |
| Prasad Wealth Partners, LLC | 5,868 | $3.91M | 1.09% | +4+0.1% | Added |
| Merkkuri Wealth Advisors LLC | 5,878 | $3.92M | 2.84% | −951−13.9% | Reduced |
| GW&K Investment Management, LLC | 5,879 | $3.92M | 0.03% | +14+0.2% | Added |
| Tritonpoint Wealth, LLC | 5,866 | $3.92M | 0.34% | −140−2.3% | Reduced |
| Boreal Capital Management LLC | 0 | $3.92M | 3.16% | 0 | Unchanged |
| Brevan Howard Capital Management LP | 5,892 | $3.93M | 0.06% | +5,892 | New |
| SGL Investment Advisors, Inc. | 5,755 | $3.93M | 1.64% | +1,040+22.1% | Added |
| FourThought Financial Partners, LLC | 5,905 | $3.93M | 0.35% | +2,640+80.9% | Added |
| City Holding Co | 5,914 | $3.94M | 0.50% | −650−9.9% | Reduced |
| Lynx Capital Group Ltd | 5,919 | $3.94M | 1.83% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 5,920 | $3.94M | 1.09% | +55+0.9% | Added |
| Opal Wealth Advisors, LLC | 5,921 | $3.94M | 1.10% | −320−5.1% | Reduced |
| Sky Investment Group LLC | – | $3.95M | 0.66% | – | – |
| First National Bank Sioux Falls | 5,929 | $3.95M | 1.23% | 00.0% | Unchanged |
| Strategic Investment Management, LLC | 5,930 | $3.95M | 2.14% | −790−11.8% | Reduced |
| Financial Advocates Investment Management | 5,931 | $3.95M | 2.23% | −63,227−91.4% | Reduced |
| Optima Capital LLC | 5,920 | $3.95M | 1.92% | +234+4.1% | Added |
| Waycross Investment Management Co | 5,934 | $3.95M | 4.03% | −39−0.7% | Reduced |
| Ameriflex Group, Inc. | 5,944 | $3.96M | 1.48% | +1,521+34.4% | Added |
| Gold Investment Management Ltd. | 5,945 | $3.96M | 1.33% | +93+1.6% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 5,949 | $3.96M | 1.25% | +71+1.2% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,950 | $3.96M | 0.64% | −54−0.9% | Reduced |
| Cahill Financial Advisors Inc | 5,964 | $3.97M | 0.45% | −443−6.9% | Reduced |
| Security Financial Services, INC. | 5,975 | $3.98M | 0.64% | −182−3.0% | Reduced |
| Wynn Capital, LLC | 5,976 | $3.98M | 1.93% | −25−0.4% | Reduced |
| K.J. Harrison & Partners Inc | 5,950 | $3.98M | 0.57% | +120+2.1% | Added |
| LOM Asset Management Ltd | 5,980 | $3.98M | 1.22% | −227−3.7% | Reduced |
| Lockheed Martin Investment Management Co | 6,000 | $4.00M | 0.15% | −14,000−70.0% | Reduced |
| Horizon Investment Services, LLC | 6,017 | $4.01M | 1.51% | +92+1.6% | Added |
| Essex LLC | 6,020 | $4.01M | 0.73% | +27+0.5% | Added |
| Tradition Wealth Management, LLC | 6,038 | $4.02M | 0.30% | −36−0.6% | Reduced |
| Menora Mivtachim Holdings Ltd. | 6,040 | $4.02M | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 6,045 | $4.03M | 0.14% | 00.0% | Unchanged |
| Braun Stacey Associates Inc | 6,047 | $4.03M | 0.13% | −355−5.5% | Reduced |
| PDS Planning, Inc | 6,048 | $4.03M | 0.28% | −63−1.0% | Reduced |
| North Star Asset Management Inc | 6,049 | $4.03M | 0.16% | +30+0.5% | Added |
| Holistic Planning, LLC | 6,064 | $4.04M | 1.06% | −245−3.9% | Reduced |
| Kelman-Lazarov, Inc. | 6,068 | $4.04M | 0.60% | +339+5.9% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 6,070 | $4.04M | 2.59% | −234−3.7% | Reduced |
| Cove Private Wealth, LLC | 6,073 | $4.05M | 1.28% | 00.0% | Unchanged |
| Invst, LLC | 6,080 | $4.05M | 0.46% | −68−1.1% | Reduced |
| Zions Bancorporation, National Association | 6,094 | $4.06M | 0.20% | −625−9.3% | Reduced |
| Koss-Olinger Consulting, LLC | 6,578 | $4.06M | 0.34% | −50−0.8% | Reduced |
| Capital Insight Partners, LLC | 6,104 | $4.07M | 0.67% | +44+0.7% | Added |
| Affiance Financial, LLC | 6,108 | $4.07M | 0.74% | −126−2.0% | Reduced |
| Univest Financial Corp | 6,110 | $4.07M | 0.23% | +134+2.2% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 6,111 | $4.07M | 0.73% | +60+1.0% | Added |
| Werba Rubin Papier Wealth Management | 6,113 | $4.07M | 0.66% | +1,307+27.2% | Added |
| F&V Capital Management, LLC | 6,116 | $4.07M | 0.91% | +103+1.7% | Added |
| Sage Financial Group Inc | 6,118 | $4.08M | 0.28% | −56−0.9% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 6,121 | $4.08M | 4.74% | +762+14.2% | Added |
| Octavia Wealth Advisors, LLC | 6,110 | $4.08M | 0.41% | +675+12.4% | Added |
| Pullen Investment Management, LLC | 6,165 | $4.11M | 2.22% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 6,211 | $4.14M | 1.91% | −710−10.3% | Reduced |
| Willis Johnson & Associates, Inc. | 6,219 | $4.14M | 0.26% | +465+8.1% | Added |