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 |
|---|---|---|---|---|---|
| Dudley Capital Management, LLC | 596 | $396.9K | 0.18% | −5−0.8% | Reduced |
| Herold Advisors, Inc. | 596 | $397.0K | 0.09% | −447−42.9% | Reduced |
| Muirfield Wealth Advisors LLC | 597 | $397.8K | 0.29% | +2+0.3% | Added |
| Daner Wealth Management, LLC | 601 | $399.5K | 0.26% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 601 | $400.1K | 0.23% | −143−19.2% | Reduced |
| Rinkey Investments | 601 | $400.4K | 0.11% | +10+1.7% | Added |
| WPG Advisers, LLC | 602 | $401.0K | 0.31% | +4+0.7% | Added |
| LifeGoal Wealth Advisors | 603 | $401.7K | 0.33% | +21+3.6% | Added |
| Vectors Research Management, LLC | 603 | $401.8K | 0.13% | −59−8.9% | Reduced |
| Crane Advisory, LLC | 600 | $402.7K | 0.06% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 599 | $402.9K | 0.57% | +599 | New |
| Advisors Management Group Inc | 605 | $403.0K | 0.07% | −43−6.6% | Reduced |
| GLOBALT Investments LLC | 605 | $403.0K | 0.01% | −50−7.6% | Reduced |
| Monument Group Wealth Advisors, LLC | 606 | $403.7K | 0.24% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 606 | $403.8K | 0.06% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 607 | $404.0K | 0.11% | +3+0.5% | Added |
| Old North State Wealth Management, LLC | 603 | $405.4K | 0.19% | −1−0.2% | Reduced |
| Synergy Investment Management, LLC | 610 | $406.3K | 0.16% | +33+5.7% | Added |
| Elgethun Capital Management | 611 | $406.7K | 0.07% | +22+3.7% | Added |
| Capital Squared Financial LLC | 611 | $406.8K | 0.35% | +2+0.3% | Added |
| Corepath Wealth Partners LLC | 606 | $406.8K | 0.30% | +1+0.2% | Added |
| Strategic Financial Partners, Ltd. | 611 | $407.0K | 0.19% | 00.0% | Unchanged |
| Norris Perne & French LLP | 614 | $408.7K | 0.03% | −6−1.0% | Reduced |
| Coerente Capital Management | 615 | $409.7K | 0.07% | −160−20.6% | Reduced |
| Strategent Financial, LLC | 617 | $411.0K | 0.29% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 617 | $411.3K | 0.22% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 618 | $411.7K | 0.11% | −73−10.6% | Reduced |
| Verde Capital Management | 619 | $412.6K | 0.09% | −14−2.2% | Reduced |
| Total Wealth Planning, LLC | 620 | $412.8K | 0.05% | −35−5.3% | Reduced |
| Arcadia Wealth Management, LLC | 622 | $414.2K | 0.16% | −91−12.8% | Reduced |
| Robinswood Financial LLC | 622 | $414.8K | 0.14% | +12+2.0% | Added |
| Schiavi & Co LLC | 623 | $415.0K | 0.14% | +135+27.7% | Added |
| Diligent Investors, LLC | 624 | $415.6K | 0.11% | −2−0.3% | Reduced |
| O'Brien Greene & Co. Inc | 626 | $417.3K | 0.13% | −20−3.1% | Reduced |
| Knightsbridge Asset Management, LLC | 627 | $417.7K | 0.07% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 628 | $418.1K | 0.10% | +1+0.2% | Added |
| New England Professional Planning Group Inc. | 631 | $420.4K | 0.19% | −108−14.6% | Reduced |
| Vickerman Investment Advisors, Inc. | 631 | $420.4K | 0.09% | −13−2.0% | Reduced |
| TCP Asset Management, LLC | 633 | $421.7K | 0.08% | +37+6.2% | Added |
| Banque Transatlantique SA | 635 | $423.3K | 0.01% | −312−32.9% | Reduced |
| Partners Wealth Management, LLC | 637 | $424.4K | 0.42% | −20−3.0% | Reduced |
| Baugh & Associates, LLC | 666 | $424.9K | 0.21% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 638 | $425.0K | 0.09% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 640 | $426.4K | 0.26% | +640 | New |
| Field & Main Bank | 641 | $427.0K | 0.13% | −13−2.0% | Reduced |
| Pine Harbor Wealth Management, LLC | 640 | $427.0K | 0.14% | +1+0.2% | Added |
| Stonekeep Investments, LLC | 645 | $429.5K | 0.27% | +27+4.4% | Added |
| Louisbourg Investments Inc. | 645 | $429.7K | 0.09% | −43−6.3% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 645 | $429.7K | 0.26% | 00.0% | Unchanged |
| Templeton & Phillips Capital Management, LLC | 645 | $429.7K | 0.31% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 645 | $429.7K | 0.10% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 647 | $431.3K | 0.26% | 00.0% | Unchanged |
| Vista Finance, LLC | 648 | $431.7K | 0.29% | −38−5.5% | Reduced |
| Mittelman Wealth Management | 649 | $432.4K | 0.28% | −26−3.9% | Reduced |
| Francis Financial, Inc. | 651 | $433.7K | 0.08% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 652 | $434.2K | 0.10% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 650 | $434.5K | 0.06% | +650 | New |
| Brick & Kyle, Associates | 653 | $435.0K | 0.16% | 00.0% | Unchanged |
| Ring Mountain Capital, LLC | 654 | $436.0K | 0.24% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 656 | $437.0K | 0.07% | 00.0% | Unchanged |
| Joule Financial, LLC | 657 | $437.9K | 0.13% | +81+14.1% | Added |
| Eaton-Cambridge Inc. | 659 | $439.0K | 0.15% | +659 | New |
| Instrumental Wealth, LLC | 646 | $439.5K | 0.31% | +1+0.2% | Added |
| 44 Wealth Management LLC | 660 | $439.7K | 0.15% | +660 | New |
| Signature Resources Capital Management, LLC | 660 | $439.7K | 0.24% | −300−31.3% | Reduced |
| Cornerstone Enterprises, LLC | 660 | $439.7K | 0.22% | 00.0% | Unchanged |
| Littlejohn Financial Services, Inc. | 663 | $441.7K | 0.32% | +20+3.1% | Added |
| CCM Investment Advisers LLC | 663 | $441.7K | 0.04% | +38+6.1% | Added |
| Mayfair Advisory Group, LLC | 665 | $442.8K | 0.19% | +1+0.2% | Added |
| EnRich Financial Partners LLC | 666 | $443.8K | 0.13% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 672 | $444.0K | 0.29% | +1+0.1% | Added |
| MN Wealth Advisors, LLC | 668 | $445.6K | 0.24% | −20−2.9% | Reduced |
| Koa Wealth Management, LLC | 669 | $445.7K | 0.33% | +142+26.9% | Added |
| London Co of Virginia | 669 | $446.1K | 0.00% | −176−20.8% | Reduced |
| Miller Wealth Advisors, LLC | 670 | $446.2K | 0.18% | +2+0.3% | Added |
| Woodley Farra Manion Portfolio Management Inc | 669 | $446.9K | 0.02% | +35+5.5% | Added |
| Pring Turner Capital Group Inc | 671 | $447.0K | 0.27% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 671 | $447.0K | 0.01% | +2+0.3% | Added |
| Gilbert Capital Group, Inc. | 675 | $449.7K | 0.35% | −70−9.4% | Reduced |
| Forum Private Client Group LLC | 678 | $451.6K | 0.16% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 679 | $452.3K | 0.32% | +261+62.4% | Added |
| Teamwork Financial Advisors, LLC | 679 | $452.6K | 0.05% | −15−2.2% | Reduced |
| Pflug Koory, LLC | 683 | $455.3K | 0.22% | +22+3.3% | Added |
| WealthTrust Asset Management, LLC | 684 | $455.7K | 0.32% | −71−9.4% | Reduced |
| Moller Financial Services | 684 | $455.7K | 0.10% | 00.0% | Unchanged |
| Balanced Rock Investment Advisor | 685 | $456.0K | 0.33% | +101+17.3% | Added |
| Spectrum Investment Advisors, Inc. | 686 | $456.7K | 0.25% | +1+0.1% | Added |
| Altiora Financial Group, LLC | 686 | $457.1K | 0.08% | −3,831−84.8% | Reduced |
| Keystone Financial Services, LLC | 687 | $457.3K | 0.32% | +1+0.1% | Added |
| Interactive Financial Advisors | 687 | $458.1K | 0.25% | −351−33.8% | Reduced |
| Highline Wealth Partners LLC | 688 | $458.4K | 0.12% | +10+1.5% | Added |
| Carnegie Lake Advisors LLC | 689 | $459.0K | 0.18% | −100−12.7% | Reduced |
| Gallagher Capital Advisors, LLC | 671 | $459.1K | 0.27% | +2+0.3% | Added |
| Pacifica Partners Inc. | 687 | $459.2K | 0.16% | −133−16.2% | Reduced |
| Higgins & Schmidt Wealth Strategies LLC | 690 | $459.7K | 0.23% | +99+16.8% | Added |
| Balanced Wealth Group LLC | 747 | $461.3K | 0.20% | −2−0.3% | Reduced |
| Andina Capital Management, LLC | 693 | $461.4K | 0.26% | +298+75.4% | Added |
| Lester Murray Antman dba SimplyRich | 694 | $462.0K | 0.12% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 694 | $462.3K | 0.14% | +1+0.1% | Added |
| Up Strategic Wealth Investment Advisors LLC | 695 | $462.3K | 0.35% | 00.0% | Unchanged |