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 |
|---|---|---|---|---|---|
| Defined Wealth Management, LLC | 9,481 | $6.32M | 3.67% | −109−1.1% | Reduced |
| Kearns & Associates LLC | 9,488 | $6.32M | 3.36% | −122−1.3% | Reduced |
| KKM Financial LLC | 9,491 | $6.32M | 1.99% | −6,270−39.8% | Reduced |
| HCR Wealth Advisors | 9,454 | $6.33M | 0.66% | −322−3.3% | Reduced |
| Seelaus Asset Management LLC | 9,498 | $6.33M | 5.02% | +152+1.6% | Added |
| Fiduciary Planning LLC | 9,505 | $6.33M | 1.94% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 9,548 | $6.34M | 0.74% | +901+10.4% | Added |
| Nautilus Advisors LLC | 9,524 | $6.34M | 4.27% | −291−3.0% | Reduced |
| Shared Vision Wealth Group LLC | 9,516 | $6.35M | 2.69% | +4,434+87.2% | Added |
| WealthPlan Investment Management, LLC | 9,539 | $6.35M | 0.42% | −486−4.8% | Reduced |
| Massmutual Trust Co FSB | 9,548 | $6.36M | 0.16% | +384+4.2% | Added |
| Private Capital Management, LLC | 9,562 | $6.37M | 0.59% | +78+0.8% | Added |
| First American Trust, FSB | 9,567 | $6.37M | 0.46% | −1,035−9.8% | Reduced |
| Stephen J. Garry & Associates, LLC | 9,573 | $6.38M | 5.09% | +156+1.7% | Added |
| Foster Victor Wealth Advisors, LLC | 9,533 | $6.38M | 0.40% | +6,893+261.1% | Added |
| Darrow Company, Inc. | 9,582 | $6.40M | 2.97% | +620+6.9% | Added |
| Orca Investment Management, LLC | 9,609 | $6.40M | 5.24% | −38−0.4% | Reduced |
| Skopos Labs, Inc. | 10,443 | $6.42M | 0.87% | +50+0.5% | Added |
| Fusion Family Wealth LLC | 9,641 | $6.42M | 0.51% | +198+2.1% | Added |
| American Institute for Advanced Investment Management, LLP | 9,653 | $6.43M | 4.21% | −151−1.5% | Reduced |
| Cypress Financial Planning LLC | 9,667 | $6.44M | 1.98% | −221−2.2% | Reduced |
| LCNB Corp | 9,671 | $6.44M | 2.25% | −20−0.2% | Reduced |
| Camarda Financial Advisors, LLC | 9,686 | $6.45M | 2.38% | −3,564−26.9% | Reduced |
| Bay Rivers Group | 9,696 | $6.46M | 2.72% | −10−0.1% | Reduced |
| LRI Investments, LLC | 9,699 | $6.46M | 0.53% | +110+1.1% | Added |
| RWM Asset Management, LLC | 9,703 | $6.46M | 0.79% | −55−0.6% | Reduced |
| Naples Global Advisors, LLC | 9,677 | $6.46M | 0.50% | −182−1.8% | Reduced |
| Morton Capital Management LLC | 9,710 | $6.47M | 1.06% | +4,628+91.1% | Added |
| Legacy Wealth Management, Inc | 9,711 | $6.47M | 0.38% | −280−2.8% | Reduced |
| Marks Group Wealth Management, Inc | 9,763 | $6.50M | 0.60% | −24−0.2% | Reduced |
| Canoe Financial LP | 13,126 | $6.51M | 0.09% | +13,126 | New |
| Fortitude Advisory Group L.L.C. | 9,770 | $6.51M | 3.50% | −631−6.1% | Reduced |
| Garden State Investment Advisory Services LLC | 9,771 | $6.51M | 1.65% | +470+5.1% | Added |
| Signature Securities Group Corporation | 9,762 | $6.52M | 2.00% | +3,207+48.9% | Added |
| Concorde Asset Management, LLC | 9,762 | $6.52M | 2.73% | +9,762 | New |
| Plotkin Financial Advisors, LLC | 9,795 | $6.53M | 3.23% | +656+7.2% | Added |
| Sterneck Capital Management, LLC | 9,832 | $6.55M | 3.05% | +141+1.5% | Added |
| Sierra Capital LLC | 9,837 | $6.55M | 0.72% | −958−8.9% | Reduced |
| Old Mission Investment Co LLC | 9,812 | $6.55M | 1.60% | +6,721+217.4% | Added |
| Stairway Partners, LLC | 9,855 | $6.57M | 0.35% | −145−1.5% | Reduced |
| Weaver Capital Management LLC | 9,896 | $6.59M | 1.44% | −66−0.7% | Reduced |
| Hohimer Wealth Management, LLC | 9,922 | $6.61M | 0.92% | −183−1.8% | Reduced |
| White Pine Capital LLC | 9,941 | $6.62M | 1.90% | +25+0.3% | Added |
| Beta Wealth Group, Inc. | 9,974 | $6.64M | 2.62% | +4,877+95.7% | Added |
| Latitude Advisors, LLC | 9,979 | $6.65M | 3.03% | −119−1.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 9,979 | $6.65M | 0.02% | −54−0.5% | Reduced |
| Ehrenkranz Partners L.P. | 9,965 | $6.66M | 5.84% | +9,965 | New |
| Intrepid Family Office LLC | 10,000 | $6.66M | 6.02% | +10,000 | New |
| Litman Gregory Asset Management LLC | 10,015 | $6.67M | 0.50% | −206−2.0% | Reduced |
| Empowered Funds, LLC | 10,026 | $6.68M | 0.07% | +4,591+84.5% | Added |
| Laird Norton Trust Company, LLC | 10,000 | $6.68M | 1.15% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 10,038 | $6.69M | 2.31% | +719+7.7% | Added |
| FreeGulliver LLC | 10,038 | $6.69M | 3.00% | −2,035−16.9% | Reduced |
| Crews Bank & Trust | 10,072 | $6.71M | 0.98% | +23+0.2% | Added |
| Oder Investment Management, LLC | 10,086 | $6.72M | 4.82% | −116−1.1% | Reduced |
| Money Concepts Capital Corp | 10,102 | $6.73M | 0.42% | +1,452+16.8% | Added |
| GAMMA Investing LLC | 10,102 | $6.73M | 0.37% | +1,777+21.3% | Added |
| Global Trust Asset Management, LLC | 10,104 | $6.73M | 3.04% | +262+2.7% | Added |
| Smithfield Trust Co | 10,100 | $6.73M | 0.30% | −802−7.4% | Reduced |
| Iowa State Bank | 10,116 | $6.74M | 1.28% | +48+0.5% | Added |
| Amplius Wealth Advisors, LLC | 10,140 | $6.76M | 0.58% | −1,350−11.7% | Reduced |
| Creative Financial Designs Inc | 10,188 | $6.79M | 0.46% | −3,880−27.6% | Reduced |
| Old Second National Bank of Aurora | 10,202 | $6.80M | 1.40% | −61−0.6% | Reduced |
| Novak & Powell Financial Services, Inc. | 10,239 | $6.82M | 3.59% | +19+0.2% | Added |
| Sharper & Granite LLC | 10,248 | $6.83M | 2.45% | +57+0.6% | Added |
| Howe & Rusling Inc | 10,258 | $6.83M | 0.47% | −455−4.2% | Reduced |
| Peoples Bank | 10,325 | $6.88M | 4.23% | −147−1.4% | Reduced |
| OneAscent Financial Services LLC | 10,336 | $6.89M | 0.46% | +719+7.5% | Added |
| Lighthouse Investment Partners, LLC | 10,347 | $6.89M | 0.25% | −2,004−16.2% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 10,354 | $6.90M | 0.47% | +50+0.5% | Added |
| TruNorth Capital Management, LLC | 10,363 | $6.90M | 1.37% | −23−0.2% | Reduced |
| Ascent Group, LLC | 10,420 | $6.94M | 0.25% | −7,575−42.1% | Reduced |
| Secure Asset Management, LLC | 10,388 | $6.94M | 1.15% | −16,049−60.7% | Reduced |
| Polymer Capital Management (HK) LTD | 10,429 | $6.95M | 0.97% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 10,431 | $6.95M | 1.68% | −639−5.8% | Reduced |
| Ibex Wealth Advisors | 10,463 | $6.97M | 0.67% | −905−8.0% | Reduced |
| Armbruster Capital Management, Inc. | 10,470 | $6.97M | 1.19% | −80−0.8% | Reduced |
| Convergence Financial, LLC | 10,477 | $6.98M | 1.05% | +45+0.4% | Added |
| Ellenbecker Investment Group | 10,477 | $6.98M | 1.03% | +58+0.6% | Added |
| Guyasuta Investment Advisors Inc | 10,485 | $6.98M | 0.40% | +38+0.4% | Added |
| New Republic Capital, LLC | 10,525 | $7.01M | 2.15% | +760+7.8% | Added |
| Hoxton Planning & Management, LLC | 10,540 | $7.02M | 2.26% | +1,676+18.9% | Added |
| Triumph Capital Management | 10,577 | $7.05M | 1.90% | −4,177−28.3% | Reduced |
| TL Private Wealth | 10,631 | $7.05M | 2.83% | −287−2.6% | Reduced |
| Marshall Investment Management, LLC | 10,583 | $7.05M | 3.73% | +7,588+253.4% | Added |
| Two Sigma Securities, LLC | 10,583 | $7.05M | 1.04% | −2,649−20.0% | Reduced |
| Dale Q Rice Investment Management Ltd | 10,509 | $7.05M | 4.98% | +48+0.5% | Added |
| MGO Private Wealth, LLC | 10,591 | $7.06M | 4.23% | −278−2.6% | Reduced |
| Bridges Investment Management Inc | 10,595 | $7.06M | 0.09% | +6,152+138.5% | Added |
| Tempus Wealth Planning, LLC | 10,607 | $7.07M | 1.62% | −462−4.2% | Reduced |
| Founders Financial Alliance, LLC | 10,607 | $7.07M | 1.33% | +103+1.0% | Added |
| Shoker Investment Counsel, Inc. | 10,607 | $7.07M | 2.09% | +93+0.9% | Added |
| Monticello Wealth Management, LLC | 10,609 | $7.07M | 0.48% | +2,739+34.8% | Added |
| Pallas Capital Advisors LLC | 10,629 | $7.08M | 0.26% | −349−3.2% | Reduced |
| Florida Financial Advisors, LLC | 10,629 | $7.08M | 2.19% | −1,968−15.6% | Reduced |
| Solano Wealth Investment Advisors LLC | 10,631 | $7.08M | 3.42% | −112−1.0% | Reduced |
| Founders Capital Management | 10,647 | $7.09M | 3.76% | −11−0.1% | Reduced |
| Meritage Portfolio Management | 10,690 | $7.12M | 0.47% | −367−3.3% | Reduced |
| Bulltick Wealth Management, LLC | 10,662 | $7.12M | 1.68% | −23,718−69.0% | Reduced |
| Wick Capital Partners, LLC | 10,706 | $7.13M | 1.70% | +10,287+2,455.1% | Added |