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 |
|---|---|---|---|---|---|
| Sunbeam Capital Management, LLC | 914 | $609.1K | 0.38% | 00.0% | Unchanged |
| Partners in Financial Planning | 920 | $612.9K | 0.11% | +1+0.1% | Added |
| RPg Family Wealth Advisory, LLC | 917 | $613.0K | 0.13% | +917 | New |
| Truvestments Capital LLC | 922 | $614.0K | 0.11% | +1+0.1% | Added |
| FF Advisors,LLC | 922 | $614.2K | 0.29% | +70+8.2% | Added |
| AIMZ Investment Advisors, LLC | 925 | $616.3K | 0.19% | 00.0% | Unchanged |
| Lauer Wealth, LLC | 927 | $616.6K | 0.45% | −104−10.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 928 | $618.2K | 0.14% | +189+25.6% | Added |
| Lionsbridge Wealth Management LLC | 928 | $618.2K | 0.61% | −3,025−76.5% | Reduced |
| Alpine Bank Wealth Management | 930 | $619.5K | 0.09% | −10−1.1% | Reduced |
| Fulcrum Capital LLC | 930 | $619.5K | 0.13% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 933 | $621.5K | 0.09% | −85−8.3% | Reduced |
| Hoge Financial Services, LLC | 934 | $622.3K | 0.36% | −24−2.5% | Reduced |
| Great Waters Wealth Management | 935 | $622.6K | 0.07% | −12−1.3% | Reduced |
| Dopkins Wealth Management, LLC | 935 | $622.9K | 0.26% | 00.0% | Unchanged |
| Quarry Hill Advisors, LLC | 936 | $623.5K | 0.32% | 00.0% | Unchanged |
| Ade, LLC | 936 | $623.6K | 0.32% | +221+30.9% | Added |
| Unified Investment Management | 939 | $625.4K | 0.62% | −85−8.3% | Reduced |
| Legacy Advisory Services, LLC | 940 | $626.2K | 0.47% | +2+0.2% | Added |
| Northeast Planning Associates, Inc. | 941 | $626.9K | 0.53% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 942 | $627.6K | 0.56% | −25−2.6% | Reduced |
| Opus Capital Group, LLC | 944 | $629.0K | 0.07% | +1+0.1% | Added |
| America First Investment Advisors, LLC | 948 | $631.4K | 0.12% | +2+0.2% | Added |
| BostonPremier Wealth LLC | 949 | $632.0K | 0.31% | +17+1.8% | Added |
| Altrius Capital Management Inc | 948 | $632.0K | 0.14% | −164−14.7% | Reduced |
| Old Port Advisors | 950 | $632.5K | 0.16% | −1,749−64.8% | Reduced |
| MJP Associates Inc | 952 | $634.1K | 0.08% | +10+1.1% | Added |
| RS Crum Inc. | 953 | $635.2K | 0.14% | −31−3.2% | Reduced |
| Regatta Capital Group, LLC | 954 | $635.6K | 0.10% | −8−0.8% | Reduced |
| Birch Financial Group, LLC | 955 | $636.4K | 0.37% | +2+0.2% | Added |
| Kathmere Capital Management, LLC | 958 | $638.4K | 0.05% | +411+75.1% | Added |
| Requisite Capital Management, LLC | 956 | $638.5K | 0.11% | +1+0.1% | Added |
| Orrstown Financial Services Inc | 959 | $638.9K | 0.11% | −607−38.8% | Reduced |
| ARK & TLK Investments, LLC | 959 | $638.9K | 0.20% | +112+13.2% | Added |
| Chris Bulman Inc | 960 | $639.5K | 0.32% | +55+6.1% | Added |
| Briaud Financial Planning, Inc | 962 | $640.9K | 0.21% | +95+11.0% | Added |
| Gradient Capital Advisors, LLC | 964 | $642.4K | 0.17% | 00.0% | Unchanged |
| Check Capital Management Inc | 965 | $642.9K | 0.04% | 00.0% | Unchanged |
| Cambridge Financial Group, Inc. | 965 | $642.9K | 0.25% | +110+12.9% | Added |
| Matisse Capital | 966 | $643.2K | 0.29% | +5+0.5% | Added |
| Boyd Wealth Management, LLC | 968 | $644.9K | 0.28% | 00.0% | Unchanged |
| Creekside Partners | 969 | $645.8K | 0.28% | −5−0.5% | Reduced |
| HHM Wealth Advisors, LLC | 976 | $650.3K | 0.08% | +191+24.3% | Added |
| City Center Advisors, LLC | 977 | $650.9K | 0.63% | −241−19.8% | Reduced |
| Heritage Wealth Management, Inc. | 979 | $652.2K | 0.45% | +1+0.1% | Added |
| Hourglass Capital, LLC | 979 | $652.4K | 0.15% | −70−6.7% | Reduced |
| Elequin Capital LP | 981 | $653.5K | 0.06% | −291−22.9% | Reduced |
| Morton Community Bank | 960 | $654.8K | 0.15% | +6+0.6% | Added |
| 180 Wealth Advisors, LLC | 983 | $654.9K | 0.08% | −10−1.0% | Reduced |
| United Financial Planning Group LLC | 983 | $654.9K | 0.41% | +983 | New |
| Zullo Investment Group, Inc. | 985 | $656.2K | 0.24% | +63+6.8% | Added |
| Rowland & Co Investment Counsel | 985 | $656.2K | 0.13% | +1+0.1% | Added |
| Halbert Hargrove Global Advisors, LLC | 986 | $657.0K | 0.03% | +344+53.6% | Added |
| Hudock, Inc. | 986 | $657.3K | 0.10% | +2+0.2% | Added |
| DeDora Capital, Inc. | 987 | $657.5K | 0.16% | 00.0% | Unchanged |
| Hemington Wealth Management | 988 | $658.0K | 0.09% | +10+1.0% | Added |
| Hollow Brook Wealth Management LLC | 988 | $658.2K | 0.16% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 988 | $658.3K | 0.24% | +284+40.3% | Added |
| Azimuth Capital Investment Management LLC | 990 | $659.5K | 0.02% | −9−0.9% | Reduced |
| Bogart Wealth, LLC | 990 | $659.6K | 0.03% | −90−8.3% | Reduced |
| Atlantic Family Wealth, LLC | 990 | $660.1K | 0.51% | −8−0.8% | Reduced |
| Sky-Mountain Capital Management, Inc. | 989 | $660.5K | 0.46% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 992 | $660.9K | 0.25% | 00.0% | Unchanged |
| Alexis Investment Partners, LLC | 992 | $660.9K | 0.27% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 998 | $664.8K | 0.41% | 00.0% | Unchanged |
| Rhumbline Advisers | 998 | $664.8K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 999 | $665.5K | 0.21% | 00.0% | Unchanged |
| West Wealth Group, LLC | 1,001 | $665.7K | 0.15% | +253+33.8% | Added |
| FSA Wealth Management LLC | 1,000 | $666.2K | 0.24% | +2+0.2% | Added |
| Wolff Financial Management LLC | 1,000 | $666.2K | 0.15% | 00.0% | Unchanged |
| Broyhill Asset Management | 1,000 | $666.2K | 0.58% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 1,001 | $666.8K | 0.07% | −100−9.1% | Reduced |
| May Barnhard Investments LLC | 1,001 | $666.8K | 0.31% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,003 | $668.2K | 0.07% | 00.0% | Unchanged |
| Athena Investment Management | 1,005 | $669.3K | 0.35% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 1,005 | $669.5K | 0.14% | +16+1.6% | Added |
| Cadent Capital Advisors, LLC | 1,007 | $671.1K | 0.18% | +1,007 | New |
| Toroso Investments, LLC | 1,009 | $672.2K | 0.00% | +569+129.3% | Added |
| Kennedy Investment Group | 1,009 | $672.3K | 0.27% | +7+0.7% | Added |
| RDA Financial Network | 1,009 | $672.4K | 0.17% | −19−1.8% | Reduced |
| Thrive Capital Management, LLC | 1,010 | $672.6K | 0.17% | +17+1.7% | Added |
| Nestegg Advisors, Inc. | 1,014 | $675.5K | 0.60% | +34+3.5% | Added |
| Quest Investment Management LLC | 1,016 | $677.1K | 0.07% | +121+13.5% | Added |
| Investors Research Corp | 1,017 | $677.5K | 0.13% | +6+0.6% | Added |
| Compass Financial Group, Inc. | 1,021 | $680.2K | 0.31% | −17−1.6% | Reduced |
| Lakewood Asset Management LLC | 1,024 | $681.9K | 0.41% | +1+0.1% | Added |
| Atlas Wealth Partners, LLC | 1,024 | $682.2K | 0.70% | −10−1.0% | Reduced |
| Bull Oak Capital, LLC | 1,025 | $682.8K | 0.29% | +1+0.1% | Added |
| 25 LLC | 1,025 | $683.1K | 0.23% | −18−1.7% | Reduced |
| Alliance Wealth Management Group | 1,026 | $683.5K | 0.15% | +154+17.7% | Added |
| SilverOak Wealth Management LLC | 1,027 | $684.2K | 0.12% | +168+19.6% | Added |
| Bay Capital Advisors, LLC | 1,028 | $684.8K | 0.45% | 00.0% | Unchanged |
| Ted Buchan & Co | 1,029 | $685.9K | 0.27% | −381−27.0% | Reduced |
| Keystone Financial Services | 1,034 | $688.6K | 0.21% | +1+0.1% | Added |
| Financial Sense Advisors, Inc. | 1,035 | $689.4K | 0.13% | +82+8.6% | Added |
| Terra Nova Asset Management LLC | 1,036 | $690.3K | 0.44% | +2+0.2% | Added |
| Schulz Wealth, LTD. | 1,037 | $690.8K | 0.46% | +56+5.7% | Added |
| BG Investment Services, Inc. | 1,039 | $692.3K | 0.68% | +18+1.8% | Added |
| Elmwood Wealth Management, Inc. | 1,040 | $692.8K | 0.25% | −10−1.0% | Reduced |
| Palisade Capital Management LLC | 1,042 | $694.3K | 0.02% | 00.0% | Unchanged |