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 |
|---|---|---|---|---|---|
| Signature Wealth Management Partners, LLC | 7,045 | $4.69M | 2.46% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 7,046 | $4.69M | 0.22% | +55+0.8% | Added |
| Boston Research & Management Inc | 7,046 | $4.69M | 1.03% | −49−0.7% | Reduced |
| Financial Perspectives, Inc | 7,056 | $4.70M | 1.30% | −84−1.2% | Reduced |
| Two Point Capital Management, Inc. | 7,059 | $4.70M | 1.89% | −88−1.2% | Reduced |
| Elm Partners Management LLC | 7,063 | $4.71M | 0.24% | +5,001+242.5% | Added |
| Sonata Capital Group Inc | 7,071 | $4.71M | 1.74% | +18+0.3% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 7,087 | $4.72M | 0.35% | +226+3.3% | Added |
| Woodmont Investment Counsel LLC | 7,090 | $4.72M | 0.31% | +382+5.7% | Added |
| Consolidated Portfolio Review Corp | 7,111 | $4.74M | 0.60% | +215+3.1% | Added |
| Moneda S.A. Administradora General de Fondos | 6,954 | $4.74M | 5.24% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 7,122 | $4.74M | 0.06% | +30.0% | Added |
| Alpha Cubed Investments, LLC | 7,123 | $4.75M | 0.17% | −1,130−13.7% | Reduced |
| Winch Advisory Services, LLC | 7,127 | $4.75M | 1.07% | −38−0.5% | Reduced |
| Hamilton Point Investment Advisors, LLC | 7,109 | $4.75M | 0.74% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 7,134 | $4.75M | 0.66% | +830+13.2% | Added |
| Quartz Partners, LLC | 7,144 | $4.76M | 1.72% | +739+11.5% | Added |
| Resurgent Financial Advisors LLC | 7,145 | $4.76M | 2.34% | −98−1.4% | Reduced |
| Retirement Guys Formula LLC | 7,157 | $4.77M | 1.68% | +598+9.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 7,162 | $4.77M | 1.63% | +340+5.0% | Added |
| DHJJ Financial Advisors, Ltd. | 7,181 | $4.78M | 1.62% | −81−1.1% | Reduced |
| Madden Advisory Services, Inc. | 7,203 | $4.80M | 1.86% | −247−3.3% | Reduced |
| Sagespring Wealth Partners, LLC | 142,947 | $4.81M | 0.09% | −139−0.1% | Reduced |
| Raffa Wealth Management, LLC | 7,244 | $4.83M | 0.87% | −59−0.8% | Reduced |
| Rockingstone Advisors LLC | 7,250 | $4.83M | 2.38% | −106−1.4% | Reduced |
| Essential Planning, LLC. | 7,258 | $4.84M | 1.66% | +2,626+56.7% | Added |
| Avalon Trust Co | 7,263 | $4.84M | 0.31% | −424−5.5% | Reduced |
| Morse Asset Management, Inc | 7,264 | $4.84M | 0.97% | +679+10.3% | Added |
| QRG Capital Management, Inc. | 7,268 | $4.84M | 0.06% | −8,992−55.3% | Reduced |
| BridgePort Financial Solutions, LLC | 7,269 | $4.84M | 1.30% | +857+13.4% | Added |
| Macroview Investment Management LLC | 7,278 | $4.85M | 3.64% | +1,637+29.0% | Added |
| Parkside Investments, LLC | 7,286 | $4.85M | 0.61% | +2,955+68.2% | Added |
| LBMC Investment Advisors, LLC | 7,287 | $4.85M | 0.31% | +13+0.2% | Added |
| Alley Investment Management Company, LLC | 7,288 | $4.86M | 0.56% | −162−2.2% | Reduced |
| GW Henssler & Associates Ltd | 7,291 | $4.86M | 0.24% | +1,409+24.0% | Added |
| Catalyst Private Wealth, LLC | 7,311 | $4.87M | 2.14% | +146+2.0% | Added |
| Family Legacy, Inc. | 7,311 | $4.87M | 1.49% | −72−1.0% | Reduced |
| Sound Income Strategies, LLC | 7,259 | $4.87M | 0.27% | +2,387+49.0% | Added |
| Journey Beyond Wealth, LLC | 7,320 | $4.88M | 4.01% | −70−0.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 7,346 | $4.89M | 0.63% | +1,548+26.7% | Added |
| Pictet North America Advisors SA | 7,350 | $4.90M | 0.46% | +274+3.9% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,350 | $4.90M | 0.28% | +146+2.0% | Added |
| Consolidated Planning Corp | 7,370 | $4.91M | 0.52% | −10,184−58.0% | Reduced |
| Ledyard National Bank | 7,381 | $4.92M | 0.44% | −335−4.3% | Reduced |
| M1 Capital Management LLC | 7,387 | $4.92M | 2.12% | −545−6.9% | Reduced |
| ABLE Financial Group, LLC | 7,388 | $4.92M | 1.07% | +216+3.0% | Added |
| Arrow Financial Corp | 7,398 | $4.93M | 0.50% | +83+1.1% | Added |
| Arcus Capital Partners, LLC | 7,414 | $4.94M | 2.16% | +273+3.8% | Added |
| AtlasMark Financial, Inc | 7,430 | $4.95M | 3.31% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 7,415 | $4.95M | 0.31% | −74−1.0% | Reduced |
| KPP Advisory Services LLC | 7,446 | $4.96M | 0.74% | +1,389+22.9% | Added |
| Twin Lakes Capital Management, LLC | 7,455 | $4.97M | 2.30% | +15+0.2% | Added |
| Capital Wealth Alliance, LLC | 7,463 | $4.97M | 2.47% | +276+3.8% | Added |
| Blankinship & Foster, LLC | 7,476 | $4.98M | 1.09% | −36−0.5% | Reduced |
| BlueSky Wealth Advisors, LLC | 7,476 | $4.98M | 0.67% | −10−0.1% | Reduced |
| Investment House LLC | 7,488 | $4.99M | 0.24% | +1,586+26.9% | Added |
| Sonora Investment Management Group, LLC | 7,490 | $4.99M | 0.35% | +24+0.3% | Added |
| Single Point Partners, LLC | 7,496 | $4.99M | 1.01% | −10.0% | Reduced |
| Objective Capital Management, LLC | 7,507 | $5.00M | 5.17% | −183−2.4% | Reduced |
| Vigilare Wealth Management | 7,521 | $5.01M | 1.74% | −289−3.7% | Reduced |
| Icapital Wealth LLC | 7,526 | $5.01M | 2.75% | +12+0.2% | Added |
| Wetzel Investment Advisors, Inc. | 7,512 | $5.02M | 2.14% | +964+14.7% | Added |
| Pegasus Asset Management, Inc. | 7,538 | $5.02M | 1.61% | −143−1.9% | Reduced |
| RPS Advisory Solutions LLC | 7,538 | $5.02M | 2.46% | −13,308−63.8% | Reduced |
| Chesapeake Wealth Management | 7,541 | $5.02M | 1.53% | +241+3.3% | Added |
| Heritage Investment Group, Inc. | 7,587 | $5.05M | 0.81% | −6−0.1% | Reduced |
| McAdam, LLC | 7,591 | $5.06M | 0.25% | +44+0.6% | Added |
| Capital Analysts, LLC | 7,596 | $5.06M | 0.15% | −2,846−27.3% | Reduced |
| Evernest Financial Advisors, LLC | 7,611 | $5.07M | 1.42% | −63−0.8% | Reduced |
| Liberty Square Wealth Partners LLC | 7,634 | $5.09M | 1.57% | +377+5.2% | Added |
| XML Financial, LLC | 7,648 | $5.09M | 0.41% | +322+4.4% | Added |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 7,654 | $5.10M | 14.45% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 7,652 | $5.10M | 0.61% | −71−0.9% | Reduced |
| RKL Wealth Management LLC | 7,682 | $5.12M | 0.44% | −216−2.7% | Reduced |
| Rebalance, LLC | 7,700 | $5.13M | 0.31% | −205−2.6% | Reduced |
| Oribel Capital Management, LP | 7,700 | $5.13M | 0.60% | 00.0% | Unchanged |
| Options Solutions, LLC | 7,723 | $5.14M | 3.89% | +150+2.0% | Added |
| Little House Capital LLC | 7,724 | $5.15M | 1.18% | +54+0.7% | Added |
| ELCO Management Co., LLC | 7,725 | $5.15M | 2.68% | −20.0% | Reduced |
| Simplicity Wealth,LLC | 7,733 | $5.15M | 0.30% | −3,358−30.3% | Reduced |
| Fiduciary Wealth Partners, LLC | 7,733 | $5.15M | 2.16% | +6,478+516.2% | Added |
| MidWestOne Financial Group, Inc. | 7,753 | $5.16M | 0.63% | −67−0.9% | Reduced |
| Deltec Asset Management LLC | 7,755 | $5.17M | 0.85% | −543−6.5% | Reduced |
| Long Run Wealth Advisors, LLC | 7,770 | $5.18M | 1.02% | +71+0.9% | Added |
| Jump Financial, LLC | 7,780 | $5.18M | 0.07% | +7,780 | New |
| Aldebaran Financial Inc. | 7,786 | $5.19M | 5.19% | +148+1.9% | Added |
| Continuum Advisory, LLC | 7,794 | $5.19M | 0.55% | +799+11.4% | Added |
| McDonald Partners LLC | 7,822 | $5.21M | 1.56% | +42+0.5% | Added |
| Rossmore Private Capital | 7,834 | $5.22M | 0.56% | +5+0.1% | Added |
| Inspire Trust Co, N.A. | 7,871 | $5.24M | 0.95% | −107−1.3% | Reduced |
| Pines Wealth Management, LLC | 7,885 | $5.25M | 1.77% | +289+3.8% | Added |
| Cohen Capital Management, Inc. | 7,901 | $5.26M | 0.82% | +20.0% | Added |
| Amussen Hunsaker Associates LLC | 7,906 | $5.27M | 0.55% | −304−3.7% | Reduced |
| Pacific Financial Group Inc | 7,930 | $5.28M | 3.91% | −145−1.8% | Reduced |
| Fischer Investment Strategies, LLC | 7,937 | $5.29M | 3.17% | −1,783−18.3% | Reduced |
| Clientfirst Wealth Management, LLC | 7,950 | $5.30M | 4.24% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 7,951 | $5.30M | 0.53% | +159+2.0% | Added |
| Platform Technology Partners | 7,953 | $5.30M | 1.27% | +1,157+17.0% | Added |
| BHK Investment Advisors, LLC | 7,954 | $5.30M | 1.98% | +250+3.2% | Added |
| Tower View Investment Management & Research LLC | 7,986 | $5.32M | 2.75% | −157−1.9% | Reduced |