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 |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 6,227 | $4.15M | 1.08% | −1,809−22.5% | Reduced |
| Forza Wealth Management, LLC | 6,229 | $4.15M | 1.59% | +61+1.0% | Added |
| Luminvest Wealth Management LLC | 6,232 | $4.15M | 1.35% | −1,874−23.1% | Reduced |
| Colonial Trust Co | 6,239 | $4.16M | 0.56% | −20−0.3% | Reduced |
| Tanglewood Legacy Advisors, LLC | 6,241 | $4.16M | 1.61% | +27+0.4% | Added |
| Park National Corp | 6,243 | $4.16M | 0.13% | −250−3.9% | Reduced |
| Farmers National Bank | 6,244 | $4.16M | 0.99% | −59−0.9% | Reduced |
| Councilmark Asset Management, LLC | 6,245 | $4.16M | 2.39% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 6,254 | $4.17M | 0.20% | −166−2.6% | Reduced |
| BCM Advisors, LLC | 6,068 | $4.17M | 0.84% | 00.0% | Unchanged |
| Tillman Hartley LLC | 6,261 | $4.17M | 1.08% | +520+9.1% | Added |
| M3 Advisory Group, LLC | 6,264 | $4.17M | 2.60% | +177+2.9% | Added |
| Orgel Wealth Management, LLC | 6,299 | $4.20M | 0.10% | −352−5.3% | Reduced |
| First United Bank Trust | 6,307 | $4.20M | 1.36% | −30−0.5% | Reduced |
| Stephenson & Company, Inc. | 6,308 | $4.20M | 2.41% | +20.0% | Added |
| Boston Trust Walden Corp | 6,318 | $4.21M | 0.03% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 6,343 | $4.23M | 0.37% | +62+1.0% | Added |
| Drucker Wealth 3.0, LLC | 6,354 | $4.23M | 0.75% | −282−4.2% | Reduced |
| ZRC Wealth Management, LLC | 6,365 | $4.24M | 1.53% | −25−0.4% | Reduced |
| Mayport, LLC | 6,365 | $4.24M | 0.92% | +222+3.6% | Added |
| Moss Adams Wealth Advisors LLC | 6,355 | $4.24M | 0.33% | +2,383+60.0% | Added |
| Jaffetilchin Investment Partners, LLC | 6,376 | $4.25M | 0.25% | +8+0.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 6,386 | $4.25M | 0.47% | +92+1.5% | Added |
| Alamea Verwaltungs GmbH | 6,401 | $4.26M | 2.91% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 6,403 | $4.27M | 1.32% | +456+7.7% | Added |
| Beacon Financial Advisory LLC | 6,407 | $4.27M | 0.99% | +34+0.5% | Added |
| Mirabaud & Cie SA | 6,411 | $4.27M | 1.36% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 6,412 | $4.27M | 0.51% | 00.0% | Unchanged |
| Sterling Financial Group, Inc. | 6,413 | $4.27M | 1.35% | 00.0% | Unchanged |
| Fragasso Group Inc. | 6,385 | $4.27M | 0.27% | +75+1.2% | Added |
| First Interstate Bank | 6,432 | $4.28M | 0.24% | +83+1.3% | Added |
| North Capital, Inc. | 6,436 | $4.29M | 3.32% | +6+0.1% | Added |
| Everett Harris & Co | 6,436 | $4.29M | 0.05% | +37+0.6% | Added |
| Wealth Watch Advisors, INC | 6,441 | $4.29M | 1.77% | +5,064+367.8% | Added |
| AXS Investments LLC | 6,700 | $4.29M | 1.35% | +6,700 | New |
| Element Wealth, LLC | 6,481 | $4.32M | 1.88% | −1,897−22.6% | Reduced |
| Eagle Global Advisors LLC | 6,485 | $4.32M | 0.17% | −68−1.0% | Reduced |
| Investmark Advisory Group LLC | 6,490 | $4.32M | 1.88% | −64−1.0% | Reduced |
| American State Bank (Iowa) | 6,497 | $4.33M | 2.21% | +17+0.3% | Added |
| Juncture Wealth Strategies, LLC | 6,509 | $4.34M | 1.45% | −146−2.2% | Reduced |
| Thoroughbred Financial Services, LLC | 6,538 | $4.36M | 0.27% | −205−3.0% | Reduced |
| Howard Wealth Management, LLC | 6,549 | $4.36M | 2.01% | +10.0% | Added |
| Pacitti Group Inc. | 6,540 | $4.37M | 1.69% | −144−2.2% | Reduced |
| Brookwood Investment Group LLC | 6,559 | $4.37M | 0.56% | −3,715−36.2% | Reduced |
| Griffith & Werner, Inc. | 6,424 | $4.38M | 2.27% | +6,424 | New |
| Metlife Inc | 6,576 | $4.38M | 39.41% | +16+0.2% | Added |
| Keebeck Wealth Management, LLC | 6,566 | $4.39M | 0.52% | −10.0% | Reduced |
| Sunesis Advisors, LLC | 6,593 | $4.39M | 2.05% | +6,593 | New |
| Horizon Wealth Management, LLC | 6,602 | $4.40M | 0.65% | +10.0% | Added |
| Home Federal Bank of Tennessee | 6,602 | $4.40M | 1.18% | 00.0% | Unchanged |
| Enclave Advisors LLC | 6,608 | $4.40M | 0.67% | +10+0.2% | Added |
| Semitam Bonam LLC | 6,613 | $4.41M | 3.94% | −96−1.4% | Reduced |
| ARS Wealth Advisors Group, LLC | 6,615 | $4.41M | 0.44% | +3,096+88.0% | Added |
| Semus Wealth Partners LLC | 6,618 | $4.41M | 2.50% | −131−1.9% | Reduced |
| Insight Wealth Strategies, LLC | 6,620 | $4.41M | 0.52% | −45−0.7% | Reduced |
| Bennett Selby Investments LP | 6,627 | $4.41M | 1.46% | +30.0% | Added |
| Riggs Asset Managment Co. Inc. | 6,634 | $4.42M | 0.96% | +5,641+568.1% | Added |
| Ridgecrest Wealth Partners, LLC | 6,634 | $4.42M | 2.00% | −270−3.9% | Reduced |
| Midland Wealth Advisors LLC | 6,641 | $4.42M | 0.24% | +45+0.7% | Added |
| SeaBridge Investment Advisors LLC | 6,655 | $4.43M | 0.72% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 6,668 | $4.44M | 0.63% | +373+5.9% | Added |
| Tableaux LLC | 6,669 | $4.44M | 1.78% | +3,207+92.6% | Added |
| NFP Retirement, Inc. | 6,677 | $4.45M | 0.28% | −1,062−13.7% | Reduced |
| Libra Wealth LLC | 6,678 | $4.45M | 1.34% | −321−4.6% | Reduced |
| M.E. Allison & Co., Inc. | 6,680 | $4.45M | 3.10% | +232+3.6% | Added |
| Texas Capital Bancshares Inc | 6,684 | $4.45M | 1.75% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 6,698 | $4.46M | 0.79% | −198−2.9% | Reduced |
| Generation Capital Management LLC | 6,699 | $4.46M | 3.23% | −86−1.3% | Reduced |
| Mengis Capital Management, Inc. | 6,699 | $4.46M | 0.88% | −75−1.1% | Reduced |
| Stephenson National Bank & Trust | 6,704 | $4.47M | 1.36% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 6,725 | $4.48M | 1.97% | −136−2.0% | Reduced |
| United Bank | 6,738 | $4.49M | 0.53% | −1,890−21.9% | Reduced |
| Highland Capital Management, LLC | 6,748 | $4.50M | 0.22% | 00.0% | Unchanged |
| XTX Topco Ltd | 6,754 | $4.50M | 0.23% | +5,452+418.7% | Added |
| Curbstone Financial Management Corp | 6,767 | $4.51M | 0.87% | +1,064+18.7% | Added |
| Roffman Miller Associates Inc | 6,787 | $4.52M | 0.25% | +25+0.4% | Added |
| Total Clarity Wealth Management, Inc. | 6,792 | $4.52M | 1.20% | −480−6.6% | Reduced |
| Capital Performance Advisors LLP | 6,797 | $4.53M | 0.75% | +261+4.0% | Added |
| Ironclad Investments LLC | 6,805 | $4.53M | 2.15% | 00.0% | Unchanged |
| Invesco Ltd. | 6,809 | $4.54M | 0.00% | +221+3.4% | Added |
| GatePass Capital, LLC | 6,810 | $4.54M | 2.62% | +721+11.8% | Added |
| Charter Oak Capital Management, LLC | 6,819 | $4.54M | 0.36% | −71−1.0% | Reduced |
| Courage Capital Management LLC | 6,821 | $4.54M | 6.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 6,838 | $4.56M | 3.54% | −55−0.8% | Reduced |
| Outlook Wealth Advisors, LLC | 6,852 | $4.56M | 1.14% | +1,582+30.0% | Added |
| Auxano Advisors, LLC | 6,893 | $4.59M | 0.98% | −2,075−23.1% | Reduced |
| Clarendon Private LLC | 6,895 | $4.59M | 4.17% | +7+0.1% | Added |
| Maripau Wealth Management LLC | 6,909 | $4.60M | 2.32% | +1,499+27.7% | Added |
| Tennessee Valley Asset Management Partners | 6,909 | $4.60M | 0.62% | −270−3.8% | Reduced |
| Essex Savings Bank | 6,911 | $4.60M | 1.04% | +173+2.6% | Added |
| Austin Asset Management Co Inc | 6,912 | $4.60M | 0.84% | +185+2.8% | Added |
| Waterfront Wealth Inc. | 6,909 | $4.61M | 0.94% | −265−3.7% | Reduced |
| Nikulski Financial, Inc. | 6,920 | $4.61M | 1.16% | −112−1.6% | Reduced |
| Parcion Private Wealth LLC | 6,921 | $4.61M | 0.29% | −1,761−20.3% | Reduced |
| Crumly & Associates Inc. | 6,964 | $4.64M | 1.01% | +54+0.8% | Added |
| Delta Investment Management, LLC | 6,997 | $4.66M | 0.84% | −134−1.9% | Reduced |
| Resolute Wealth Strategies, LLC | 7,000 | $4.66M | 2.13% | −47−0.7% | Reduced |
| Eagle Capital Management LLC | 7,010 | $4.67M | 0.01% | +3,447+96.7% | Added |
| Liberty Wealth Management LLC | 7,011 | $4.67M | 0.66% | +5,560+383.2% | Added |
| Wealthstream Advisors, Inc. | 7,042 | $4.69M | 0.71% | −2,104−23.0% | Reduced |