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 |
|---|---|---|---|---|---|
| KDK Private Wealth Management, LLC | 795 | $529.6K | 0.54% | +77+10.7% | Added |
| Keeler Thomas Management LLC | 796 | $530.5K | 0.22% | +796 | New |
| Strathmore Capital Advisors, Inc. | 798 | $531.6K | 0.22% | −92−10.3% | Reduced |
| Marble Harbor Investment Counsel, LLC | 800 | $532.5K | 0.06% | −15−1.8% | Reduced |
| Flynn Zito Capital Management, LLC | 799 | $532.6K | 0.20% | +7+0.9% | Added |
| HC Advisors, LLC | 800 | $532.9K | 0.37% | −5−0.6% | Reduced |
| Farrow Financial Inc. | 800 | $532.9K | 0.31% | 00.0% | Unchanged |
| Trace Wealth Advisors, LLC | 800 | $532.9K | 0.40% | 00.0% | Unchanged |
| Bollard Group LLC | 800 | $533.0K | 0.01% | 00.0% | Unchanged |
| Elite Financial, Inc. | 783 | $534.0K | 0.24% | −50−6.0% | Reduced |
| Entrewealth, LLC | 804 | $535.6K | 0.28% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 805 | $536.3K | 0.92% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 805 | $537.7K | 0.22% | +80+11.0% | Added |
| Redwood Financial Network Corp | 810 | $539.4K | 0.34% | −56−6.5% | Reduced |
| Boston Standard Wealth Management, LLC | 812 | $541.0K | 0.09% | +2+0.2% | Added |
| RVW Wealth, LLC | 813 | $541.3K | 0.04% | +100+14.0% | Added |
| Cornerstone Investment Partners, LLC | 814 | $542.3K | 0.02% | +814 | New |
| Forbes J M & Co LLP | 816 | $543.6K | 0.05% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 819 | $545.6K | 0.20% | −13−1.6% | Reduced |
| New Capital Management LP | 821 | $546.9K | 0.14% | +265+47.7% | Added |
| Finward Bancorp | 821 | $546.9K | 0.42% | −197−19.4% | Reduced |
| JBR Co Financial Management Inc | 822 | $547.6K | 0.23% | 00.0% | Unchanged |
| Vantage Point Financial LLC | 823 | $548.0K | 0.21% | +1+0.1% | Added |
| Maltin Wealth Management, Inc. | 824 | $548.9K | 0.23% | −9−1.1% | Reduced |
| Quarry LP | 824 | $548.9K | 0.13% | −6,376−88.6% | Reduced |
| Parkshore Wealth Management, Inc. | 825 | $549.7K | 0.22% | 00.0% | Unchanged |
| Integrity Investment Advisors, LLC | 826 | $550.1K | 0.36% | +1+0.1% | Added |
| Grant Private Wealth Management Inc | 828 | $551.6K | 0.34% | −5,277−86.4% | Reduced |
| SLT Holdings LLC | 828 | $551.6K | 0.36% | +139+20.2% | Added |
| Scientech Research LLC | 829 | $552.3K | 0.19% | +287+53.0% | Added |
| Kingsman Wealth Management, Inc. | 829 | $552.3K | 0.31% | +9+1.1% | Added |
| Pacific Sage Partners, LLC | 833 | $554.9K | 0.09% | 00.0% | Unchanged |
| Discipline Wealth Solutions, LLC | 837 | $557.5K | 0.15% | +837 | New |
| Integrated Capital Management, LLC | 814 | $557.8K | 0.25% | +371+83.7% | Added |
| CJM Wealth Advisers, Ltd. | 837 | $557.9K | 0.17% | 00.0% | Unchanged |
| Farnam Financial LLC | 839 | $558.9K | 0.43% | +839 | New |
| Barton Investment Management | 839 | $558.9K | 0.06% | 00.0% | Unchanged |
| Asset Planning Services Inc | 839 | $559.0K | 0.24% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 840 | $559.6K | 0.17% | +43+5.4% | Added |
| Three Seasons Wealth, LLC | 746 | $559.8K | 0.06% | −49,676−98.5% | Reduced |
| SMH Capital Advisors Inc | 824 | $562.3K | 1.15% | −1,072−56.5% | Reduced |
| Beacon Investment Advisors LLC | 844 | $562.4K | 0.23% | +78+10.2% | Added |
| Yukon Wealth Management, Inc. | 846 | $563.2K | 0.18% | +2+0.2% | Added |
| Graham Capital Wealth Management, LLC | 846 | $563.8K | 0.57% | +80+10.4% | Added |
| Creative Capital Management Investments LLC | 847 | $564.3K | 0.18% | −23−2.6% | Reduced |
| Brown Wealth Management, LLC | 848 | $565.2K | 0.16% | −12−1.4% | Reduced |
| Rahlfs Capital, LLC | 850 | $566.3K | 0.45% | 00.0% | Unchanged |
| Hartree Partners, LP | 850 | $566.3K | 0.20% | +850 | New |
| O'Brien Wealth Partners LLC | 851 | $566.9K | 0.08% | −11−1.3% | Reduced |
| Emory University | 851 | $566.9K | 0.36% | +131+18.2% | Added |
| LPWM LLC | 852 | $567.6K | 0.15% | −10−1.2% | Reduced |
| Legacy Solutions, LLC | 854 | $569.2K | 0.51% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 855 | $569.6K | 0.05% | 00.0% | Unchanged |
| Meadowbrook Wealth Management, LLC | 855 | $569.6K | 0.59% | +855 | New |
| Huntleigh Advisors, Inc. | 855 | $570.0K | 0.10% | −15−1.7% | Reduced |
| Bluestem Financial Advisors, LLC | 856 | $570.3K | 0.22% | −48−5.3% | Reduced |
| Ashton Thomas Securities, LLC | 858 | $571.6K | 0.08% | −1,392−61.9% | Reduced |
| Partnership Wealth Management, LLC | 859 | $572.3K | 0.44% | +23+2.8% | Added |
| Villere St Denis J & Co LLC | 860 | $572.9K | 0.06% | −125−12.7% | Reduced |
| Financial Life Advisors | 864 | $575.6K | 0.18% | −14−1.6% | Reduced |
| Advocacy Wealth Management Services, LLC | 864 | $575.6K | 0.02% | +12+1.4% | Added |
| Roxbury Financial LLC | 865 | $576.0K | 0.53% | +3+0.3% | Added |
| Goldstream Capital Management Ltd | 866 | $576.9K | 0.20% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 866 | $576.9K | 0.38% | +8+0.9% | Added |
| Delap Wealth Advisory, LLC | 864 | $577.5K | 0.24% | −628−42.1% | Reduced |
| Hamilton Capital Partners, LLC | 868 | $578.2K | 0.22% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 869 | $579.2K | 0.25% | −100−10.3% | Reduced |
| Petredis Investment Advisors LLC | 870 | $579.6K | 0.05% | −4−0.5% | Reduced |
| Arcadia Investment Management Corp | 870 | $579.6K | 0.09% | +61+7.5% | Added |
| Kelly Financial Group LLC | 870 | $579.6K | 0.15% | 00.0% | Unchanged |
| Family Wealth Group, LLC | 872 | $580.8K | 0.40% | +79+10.0% | Added |
| Enzi Wealth | 880 | $581.6K | 0.20% | −5−0.6% | Reduced |
| Advisory Research Inc | 873 | $581.6K | 0.08% | +415+90.6% | Added |
| WP Advisors, LLC | 873 | $581.6K | 0.15% | −39−4.3% | Reduced |
| WealthCare Investment Partners, LLC | 871 | $582.5K | 0.19% | −19−2.1% | Reduced |
| Stillwater Wealth Management Group | 875 | $583.2K | 0.41% | +875 | New |
| Ames National Corp | 878 | $584.9K | 0.35% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 878 | $585.2K | 0.26% | −1,449−62.3% | Reduced |
| Advocate Group LLC | 879 | $585.5K | 0.10% | 00.0% | Unchanged |
| StoneCrest Wealth Management, Inc. | 881 | $586.9K | 0.26% | −23−2.5% | Reduced |
| Marietta Investment Partners LLC | 883 | $588.1K | 0.11% | +39+4.6% | Added |
| Finley Financial, LLC | 883 | $588.2K | 0.27% | −937−51.5% | Reduced |
| Riverview Capital Advisers, LLC | 884 | $588.7K | 0.17% | −224−20.2% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 884 | $589.0K | 0.10% | +484+121.0% | Added |
| Pacific Sun Financial Corp | 886 | $590.5K | 0.29% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 888 | $592.0K | 0.00% | +294+49.5% | Added |
| Asio Capital, LLC | 889 | $592.4K | 0.09% | 00.0% | Unchanged |
| Wealthgarden F.S. LLC | 886 | $594.8K | 0.42% | 00.0% | Unchanged |
| InvesTrust | 894 | $595.6K | 0.22% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 894 | $595.6K | 0.22% | −65−6.8% | Reduced |
| Anson Capital, Inc. | 895 | $596.2K | 0.45% | +293+48.7% | Added |
| McGlone Suttner Wealth Management, Inc. | 896 | $596.9K | 0.08% | +1+0.1% | Added |
| SevenBridge Financial Group, LLC | 874 | $596.9K | 0.10% | −406−31.7% | Reduced |
| American Investment Services, Inc. | 899 | $598.9K | 0.14% | +1+0.1% | Added |
| Sassicaia Capital Advisers LLC | 900 | $599.6K | 0.27% | −18,300−95.3% | Reduced |
| CVA Family Office, LLC | 901 | $600.5K | 0.08% | −317−26.0% | Reduced |
| Mason & Associates Inc | 904 | $602.4K | 0.12% | +5+0.6% | Added |
| Sharp Financial Services, LLC | 908 | $604.9K | 0.33% | +20+2.3% | Added |
| RPG Investment Advisory, LLC | 912 | $607.6K | 0.07% | −1−0.1% | Reduced |
| Tepp RIA, LLC | 913 | $608.4K | 0.69% | −146−13.8% | Reduced |