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 |
|---|---|---|---|---|---|
| Continuum Wealth Advisors, LLC | 414 | $275.8K | 0.12% | −88−17.5% | Reduced |
| Inman Jager Wealth Management, LLC | 414 | $275.8K | 0.18% | −11−2.6% | Reduced |
| Coston, McIsaac & Partners | 415 | $276.0K | 0.07% | +69+19.9% | Added |
| Summit Wealth Group, LLC | 414 | $276.1K | 0.07% | −10−2.4% | Reduced |
| Gleason Group, Inc. | 415 | $276.8K | 0.03% | +62+17.6% | Added |
| Dixon Mitchell Investment Counsel Inc. | 415 | $277.2K | 0.01% | 00.0% | Unchanged |
| Flywheel Private Wealth LLC | 417 | $277.8K | 0.22% | 00.0% | Unchanged |
| Quattro Financial Advisors LLC | 416 | $277.9K | 0.09% | 00.0% | Unchanged |
| Trust Co of Kansas | 418 | $278.0K | 0.13% | 00.0% | Unchanged |
| LongView Wealth Management | 418 | $278.1K | 0.08% | +1+0.2% | Added |
| Skyline Advisors, Inc. | 419 | $278.9K | 0.10% | +1+0.2% | Added |
| Barnett & Company, Inc. | 420 | $279.8K | 0.22% | 00.0% | Unchanged |
| O'Connor Financial Group LLC | 420 | $280.1K | 0.12% | −12−2.8% | Reduced |
| Clifford Group, LLC | 421 | $280.5K | 0.22% | −28−6.2% | Reduced |
| Patient Capital Management, LLC | 421 | $280.5K | 0.01% | +421 | New |
| Adaptive Financial Consulting, LLC | 421 | $280.5K | 0.11% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 422 | $281.1K | 0.83% | +19+4.7% | Added |
| Biondo Investment Advisors, LLC | 423 | $281.8K | 0.04% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 423 | $282.1K | 0.08% | 00.0% | Unchanged |
| NRI Wealth Management LC | 424 | $282.5K | 0.15% | +21+5.2% | Added |
| Pecaut & Co. | 425 | $283.3K | 0.09% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 426 | $283.6K | 0.23% | −3−0.7% | Reduced |
| OLIO Financial Planning | 426 | $283.7K | 0.08% | 00.0% | Unchanged |
| M. Kraus & Co | 426 | $283.8K | 0.08% | −560−56.8% | Reduced |
| Applied Capital LLC | 426 | $283.8K | 0.11% | −70−14.1% | Reduced |
| BetterWealth, LLC | 426 | $283.8K | 0.07% | 00.0% | Unchanged |
| Drake & Associates, LLC | 419 | $283.9K | 0.06% | +419 | New |
| McRae Capital Management Inc | 427 | $284.5K | 0.06% | +7+1.7% | Added |
| Newport Capital Group, LLC | 426 | $285.5K | 0.18% | −2−0.5% | Reduced |
| FLC Capital Advisors | 429 | $285.8K | 0.06% | +25+6.2% | Added |
| Genesis Private Wealth, LLC | 429 | $285.8K | 0.12% | +429 | New |
| Drive Wealth Management, LLC | 430 | $287.3K | 0.06% | −1,040−70.7% | Reduced |
| Weybosset Research & Management LLC | 432 | $287.8K | 0.09% | −48−10.0% | Reduced |
| ROSS\JOHNSON & Associates LLC | 432 | $287.8K | 5.42% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 433 | $288.5K | 0.16% | +253+140.6% | Added |
| Riversedge Advisors, LLC | 434 | $289.0K | 0.05% | +1+0.2% | Added |
| Heritage Family Offices, LLP | 436 | $290.5K | 0.14% | +20+4.8% | Added |
| Portfolio Strategies, Inc. | 437 | $291.3K | 0.03% | +49+12.6% | Added |
| Crescent Sterling, Ltd. | 440 | $293.1K | 0.31% | +440 | New |
| Sunburst Financial Group, LLC | 441 | $293.5K | 0.06% | +1+0.2% | Added |
| Brooks, Moore & Associates, Inc. | 2,096 | $295.4K | 0.16% | +131+6.7% | Added |
| Banco BTG Pactual S.A. | 444 | $295.8K | 0.04% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 444 | $295.9K | 0.18% | −14−3.1% | Reduced |
| Jackson Thornton Asset Management, LLC | 440 | $296.1K | 0.03% | 00.0% | Unchanged |
| DORVAL Corp | 445 | $296.5K | 0.10% | +1+0.2% | Added |
| Coco Enterprises, LLC | 446 | $297.3K | 0.16% | −57−11.3% | Reduced |
| Wrenne Financial Planning LLC | 447 | $297.8K | 0.13% | +18+4.2% | Added |
| Golden Bell Financial Planning LLC | 448 | $298.4K | 0.26% | 00.0% | Unchanged |
| Beckerman Institutional, LLC | 448 | $298.4K | 0.18% | +5+1.1% | Added |
| Schulhoff & Co Inc | 450 | $299.8K | 0.13% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 450 | $299.8K | 0.04% | 00.0% | Unchanged |
| Tme Financial, Inc. | 450 | $300.1K | 0.22% | +1+0.2% | Added |
| Clay Northam Wealth Management, LLC | 451 | $300.4K | 0.17% | 00.0% | Unchanged |
| Chancellor Financial Group WB LP | 451 | $300.5K | 0.21% | +68+17.8% | Added |
| Quantum Financial Planning Services, Inc. | 451 | $300.7K | 0.12% | −25−5.3% | Reduced |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 443 | $301.2K | 0.21% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 452 | $301.3K | 0.04% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 455 | $303.1K | 0.15% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 456 | $303.7K | 0.23% | −339−42.6% | Reduced |
| Keebeck Alpha, LP | 456 | $303.8K | 0.42% | −336−42.4% | Reduced |
| Bond & Devick Financial Network, Inc. | 456 | $303.8K | 0.09% | +22+5.1% | Added |
| Cornerstone Management, Inc. | 456 | $303.8K | 0.05% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 457 | $304.6K | 0.06% | −21−4.4% | Reduced |
| Pachira Investments Inc. | 458 | $305.3K | 0.17% | +15+3.4% | Added |
| Moulton Wealth Management, Inc | 458 | $305.4K | 0.22% | +1+0.2% | Added |
| Colton Groome Financial Advisors, LLC | 459 | $305.8K | 0.09% | −5−1.1% | Reduced |
| Schmidt P J Investment Management Inc | 460 | $306.4K | 0.05% | −25−5.2% | Reduced |
| Continental Investors Services, Inc. | 462 | $307.1K | 0.46% | −28−5.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 461 | $307.1K | 0.13% | 00.0% | Unchanged |
| DAGCO, Inc. | 462 | $307.8K | 0.08% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 463 | $308.3K | 0.18% | +463 | New |
| Alexander Labrunerie & Co., Inc. | 464 | $309.4K | 0.11% | +464 | New |
| Clear Investment Research, LLC | 465 | $309.8K | 0.41% | −28−5.7% | Reduced |
| Phillips Wealth Planners LLC | 462 | $310.3K | 0.26% | −40−8.0% | Reduced |
| Greenwood Capital Associates LLC | 468 | $311.8K | 0.04% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 474 | $315.8K | 0.20% | 00.0% | Unchanged |
| Whitaker-Myers Wealth Managers, LTD. | 476 | $316.9K | 0.07% | −3,882−89.1% | Reduced |
| TradeWell Securities, LLC. | 475 | $317.2K | 0.13% | +1+0.2% | Added |
| Fox Hill Wealth Management | 477 | $318.0K | 0.15% | −1−0.2% | Reduced |
| Gray Private Wealth, LLC | 478 | $318.3K | 0.16% | 00.0% | Unchanged |
| Blackhill Capital Inc | 478 | $318.4K | 0.02% | 00.0% | Unchanged |
| Reliant Investment Partners, LLC | 476 | $318.5K | 0.25% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 483 | $321.8K | 0.30% | −18−3.6% | Reduced |
| Synergy Financial Group, LTD | 484 | $322.4K | 0.22% | −40−7.6% | Reduced |
| Harold Davidson & Associates Inc. | 488 | $325.0K | 0.15% | +488 | New |
| Axos Invest Inc. | 488 | $325.0K | 0.24% | −133−21.4% | Reduced |
| Mullooly Asset Management, Inc. | 488 | $325.3K | 0.12% | +1+0.2% | Added |
| Stableford Capital II LLC | 491 | $327.1K | 0.12% | −42−7.9% | Reduced |
| Cypress Point Wealth Management, LLC | 493 | $328.1K | 0.07% | +1+0.2% | Added |
| M Wealth Management, LLC | 493 | $328.4K | 0.29% | +56+12.8% | Added |
| Adapt Wealth Advisors, LLC | 493 | $328.4K | 0.12% | +124+33.6% | Added |
| Argent Advisors, Inc. | 494 | $329.1K | 0.10% | −186−27.4% | Reduced |
| Davis Investment Partners, LLC | 494 | $329.3K | 0.11% | +100+25.4% | Added |
| Hunter Associates Investment Management LLC | 494 | $330.0K | 0.05% | +494 | New |
| Bramshill Investments, LLC | 496 | $330.4K | 0.02% | 00.0% | Unchanged |
| Fiscal Wisdom Wealth Management, LLC | 499 | $333.2K | 0.32% | +499 | New |
| Smallwood Wealth Investment Management, LLC | 501 | $333.8K | 0.17% | +280+126.7% | Added |
| Cutler Capital Management, LLC | 502 | $334.4K | 0.11% | −2−0.4% | Reduced |
| Kestra Investment Management, LLC | 504 | $335.8K | 0.01% | −604−54.5% | Reduced |
| Sound Stewardship, LLC | 504 | $335.8K | 0.16% | −25−4.7% | Reduced |