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; 4,668 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| Compass Advisory Group LLC | 341 | $227.7K | 0.06% | +341 | New |
| MTM Financial Group, LLC | 342 | $227.9K | 0.11% | 00.0% | Unchanged |
| Puff Wealth Management, LLC | 342 | $228.0K | 0.35% | −21−5.8% | Reduced |
| Goodman Advisory Group, LLC | 343 | $228.5K | 0.06% | +110+47.2% | Added |
| Phocas Financial Corp. | 345 | $229.8K | 0.03% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 346 | $230.0K | 0.15% | +346 | New |
| RMR Capital Management, LLC | 346 | $230.2K | 0.16% | +1+0.3% | Added |
| LongView Asset Management LLC | 346 | $230.3K | 0.16% | −175−33.6% | Reduced |
| Avos Capital Management, LLC | 347 | $231.1K | 0.11% | +347 | New |
| von Borstel & Associates, Inc. | 341 | $232.0K | 0.04% | +341 | New |
| Innovative Advisory Group, LLC | 349 | $232.3K | 0.15% | −4−1.1% | Reduced |
| Bluesphere Advisors, LLC | 349 | $232.5K | 0.11% | +20+6.1% | Added |
| Northstar Financial Companies, Inc. | 349 | $232.6K | 0.22% | −21−5.7% | Reduced |
| Capstone Wealth Management Group, LLC | 350 | $232.9K | 0.10% | +350 | New |
| one8zero8, LLC | 350 | $233.2K | 0.05% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 352 | $234.5K | 0.05% | −59−14.4% | Reduced |
| Sprott Inc. | 352 | $234.5K | 0.01% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 352 | $234.5K | 0.13% | 00.0% | Unchanged |
| Helium Advisors LLC | 353 | $235.5K | 0.20% | −666−65.4% | Reduced |
| City National Bank of Florida | 355 | $236.5K | 0.16% | −40−10.1% | Reduced |
| Consultiva Wealth Management, Corp. | 355 | $236.5K | 0.66% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 357 | $237.0K | 0.09% | 00.0% | Unchanged |
| WBI Investments | 356 | $237.2K | 0.06% | −2−0.6% | Reduced |
| Everstar Asset Management, LLC | 356 | $237.2K | 0.13% | −6−1.7% | Reduced |
| Capital Square, LLC | 356 | $237.4K | 0.12% | −148−29.4% | Reduced |
| Peterson Wealth Advisors, LLC | 355 | $237.5K | 0.04% | −46−11.5% | Reduced |
| AG Asset Advisory, LLC | 357 | $237.8K | 0.20% | −340−48.8% | Reduced |
| Leading Edge Financial Planning LLC | 358 | $238.5K | 0.06% | 00.0% | Unchanged |
| Avion Wealth | 359 | $239.0K | 0.05% | +49+15.8% | Added |
| Brady Martz Wealth Solutions, LLC | 360 | $239.6K | 0.04% | +360 | New |
| JP Wealth Management, Inc. | 361 | $240.5K | 0.16% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 361 | $240.7K | 0.06% | 00.0% | Unchanged |
| GFG Capital, LLC | 363 | $241.8K | 0.08% | −18−4.7% | Reduced |
| Signature Wealth Management Group | 365 | $243.2K | 0.09% | 00.0% | Unchanged |
| GDS Wealth Management | 365 | $243.2K | 0.02% | +365 | New |
| Keyes, Stange & Wooten Wealth Management, LLC | 366 | $243.8K | 0.12% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 367 | $244.5K | 0.15% | −342−48.2% | Reduced |
| Fusion Capital, LLC | 359 | $244.8K | 0.07% | +1+0.3% | Added |
| Wilkins Miller Wealth Management, LLC | 368 | $245.3K | 0.15% | +1+0.3% | Added |
| Mystic Asset Management, Inc. | 369 | $245.8K | 0.06% | −5,499−93.7% | Reduced |
| Kaufman Rossin Wealth, LLC | 371 | $247.2K | 0.14% | +371 | New |
| Christensen, King & Associates Investment Services, Inc. | 372 | $247.7K | 0.11% | +372 | New |
| Alpha Advisors, LLC | 372 | $247.8K | 0.19% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 372 | $247.8K | 0.10% | 00.0% | Unchanged |
| Biltmore Wealth Management, LLC | 372 | $247.8K | 0.09% | +4+1.1% | Added |
| Davis-Rea Ltd. | 372 | $248.5K | 0.06% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 374 | $249.2K | 0.14% | −9,308−96.1% | Reduced |
| Citrine Capital LLC | 374 | $249.2K | 0.12% | +374 | New |
| OxenFree Capital LLC | 371 | $249.8K | 0.14% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 376 | $250.3K | 0.01% | +376 | New |
| Advisory Resource Group | 376 | $250.5K | 0.04% | −107−22.2% | Reduced |
| Centerpoint Advisory Group | 376 | $250.5K | 0.19% | +376 | New |
| Pure Portfolios Holdings LLC | 376 | $250.7K | 0.08% | −14−3.6% | Reduced |
| Inlet Private Wealth, LLC | 377 | $251.2K | 0.06% | +30+8.6% | Added |
| Clearview Wealth Advisors LLC | 382 | $254.8K | 0.16% | +1+0.3% | Added |
| Gibraltar Capital Management, Inc. | 384 | $255.6K | 0.05% | +36+10.3% | Added |
| Columbus Macro, LLC | 384 | $255.8K | 0.03% | 00.0% | Unchanged |
| RiverTree Advisors, LLC | 384 | $255.8K | 0.16% | +4+1.1% | Added |
| Investment Counsel Co of Nevada | 386 | $257.2K | 0.52% | −67−14.8% | Reduced |
| PMG Wealth Management, Inc. | 388 | $257.6K | 0.20% | −40−9.3% | Reduced |
| Strategic Advocates LLC | 387 | $257.9K | 0.07% | −17−4.2% | Reduced |
| Davidson Investment Advisors | 388 | $258.5K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 388 | $258.7K | 0.07% | +16+4.3% | Added |
| Mills Wealth Advisors LLC | 388 | $258.7K | 0.11% | +388 | New |
| Dravo Bay LLC | 389 | $259.1K | 0.11% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 390 | $259.8K | 0.09% | 00.0% | Unchanged |
| Sykon Capital LLC | 391 | $260.5K | 0.09% | 00.0% | Unchanged |
| Valued Retirements, Inc. | 422 | $260.9K | 0.29% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 392 | $261.1K | 0.10% | 00.0% | Unchanged |
| Lighthouse Financial LLC | 392 | $261.1K | 0.17% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 395 | $263.2K | 0.03% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 396 | $263.8K | 0.04% | 00.0% | Unchanged |
| DMKC Advisory Services, LLC | 396 | $263.9K | 0.13% | +1+0.3% | Added |
| Twelve Points Wealth Management LLC | 396 | $264.0K | 0.07% | −6−1.5% | Reduced |
| Salvus Wealth Management, LLC | 397 | $264.1K | 0.15% | +9+2.3% | Added |
| Dempze Nancy E | 398 | $265.1K | 0.15% | −20−4.8% | Reduced |
| Sterling Group Wealth Management, LLC | 399 | $265.8K | 0.13% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 400 | $266.5K | 0.05% | −403−50.2% | Reduced |
| RMG Wealth Management LLC | 1,267 | $267.0K | 0.04% | −61−4.6% | Reduced |
| First Bank & Trust | 402 | $267.8K | 0.05% | 00.0% | Unchanged |
| Avalon Advisory Group | 403 | $268.5K | 0.11% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 403 | $268.5K | 0.24% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 404 | $269.1K | 0.03% | −5−1.2% | Reduced |
| Rodgers & Associates, LTD | 404 | $269.1K | 0.03% | 00.0% | Unchanged |
| Durante & Waters, LLC | 405 | $269.8K | 0.20% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 405 | $270.0K | 0.08% | +405 | New |
| Red Mountain Financial, LLC | 406 | $270.5K | 0.27% | 00.0% | Unchanged |
| DF Dent & Co Inc | 406 | $270.5K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 408 | $271.5K | 0.35% | −121−22.9% | Reduced |
| Bowman & Co S.C. | 408 | $271.6K | 0.11% | +1+0.2% | Added |
| Whitener Capital Management, Inc. | 408 | $271.8K | 0.07% | +2+0.5% | Added |
| Altman Advisors, Inc. | 409 | $272.4K | 0.10% | −11−2.6% | Reduced |
| John W. Brooker & Co., CPAs | 409 | $272.5K | 0.55% | +76+22.8% | Added |
| Peak Financial Management, Inc. | 409 | $272.9K | 0.07% | 00.0% | Unchanged |
| Thomasville National Bank | 410 | $273.1K | 0.02% | −11−2.6% | Reduced |
| Aviso Wealth Management | 410 | $273.1K | 0.12% | 00.0% | Unchanged |
| Prodigy Asset Management LLC | 411 | $273.8K | 0.12% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 411 | $274.1K | 0.03% | −232−36.1% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 413 | $275.4K | 0.13% | 00.0% | Unchanged |
| Notis-McConarty Edward | 414 | $275.8K | 0.13% | +40+10.7% | Added |