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 |
|---|---|---|---|---|---|
| Delta Financial Advisors LLC | 31,001 | $20.7M | 5.83% | −1,596−4.9% | Reduced |
| Central Bank & Trust Co | 30,969 | $20.6M | 3.25% | −584−1.9% | Reduced |
| Calton & Associates, Inc. | 30,925 | $20.6M | 3.09% | +303+1.0% | Added |
| Magnolia Capital Management Ltd | 30,904 | $20.6M | 15.80% | −217−0.7% | Reduced |
| Aspect Partners, LLC | 30,872 | $20.6M | 9.34% | −460−1.5% | Reduced |
| Oakworth Capital, Inc. | 30,692 | $20.4M | 1.18% | +100+0.3% | Added |
| Ellis Investment Partners, LLC | 30,624 | $20.4M | 3.68% | −254−0.8% | Reduced |
| FCG Investment Co | 30,610 | $20.4M | 9.55% | −3,468−10.2% | Reduced |
| Larson Financial Group LLC | 30,604 | $20.4M | 0.72% | +1,157+3.9% | Added |
| Sincerus Advisory, LLC | 30,503 | $20.3M | 17.40% | +376+1.2% | Added |
| West Branch Capital LLC | 30,206 | $20.1M | 5.28% | +1,099+3.8% | Added |
| Coldstream Capital Management Inc | 30,151 | $20.1M | 0.27% | +1,110+3.8% | Added |
| Strategic Blueprint, LLC | 30,132 | $20.1M | 0.88% | +253+0.8% | Added |
| Fayez Sarofim & Co | 30,088 | $20.0M | 0.05% | +10,097+50.5% | Added |
| Intelligence Driven Advisers, LLC | 30,048 | $20.0M | 2.78% | +741+2.5% | Added |
| Verity Asset Management, Inc. | 30,037 | $20.0M | 6.53% | +823+2.8% | Added |
| Ingalls & Snyder LLC | 29,969 | $20.0M | 0.66% | +13,338+80.2% | Added |
| Pinnacle Family Advisors, LLC | 29,965 | $20.0M | 8.71% | +2,298+8.3% | Added |
| Legal & General Group Plc | 29,900 | $19.9M | 0.00% | 00.0% | Unchanged |
| New England Private Wealth Advisors LLC | 29,886 | $19.9M | 2.62% | −1,524−4.9% | Reduced |
| Palisades Hudson Asset Management, L.P. | 29,836 | $19.9M | 7.21% | +348+1.2% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 29,002 | $19.9M | 6.67% | +414+1.4% | Added |
| Sharkey, Howes & Javer | 29,802 | $19.9M | 2.55% | +2,653+9.8% | Added |
| Intrepid Financial Planning Group LLC | 29,727 | $19.8M | 7.55% | −578−1.9% | Reduced |
| Salem Investment Counselors Inc | 29,589 | $19.8M | 0.57% | +340+1.2% | Added |
| Relyea Zuckerberg Hanson LLC | 29,645 | $19.7M | 2.08% | +318+1.1% | Added |
| Atlas Private Wealth Advisors | 29,594 | $19.7M | 4.83% | −30,965−51.1% | Reduced |
| Winthrop Advisory Group LLC | 29,433 | $19.7M | 1.72% | −221−0.7% | Reduced |
| Steinberganna Wealth Management | 29,445 | $19.6M | 9.23% | +29,445 | New |
| Mainsail Financial Group, LLC | 29,416 | $19.6M | 8.43% | +423+1.5% | Added |
| Beacon Investment Advisory Services, Inc. | 29,401 | $19.6M | 0.82% | −5,342−15.4% | Reduced |
| International Assets Investment Management, LLC | 31,616 | $19.5M | 1.57% | +140.0% | Added |
| First International Bank & Trust | 29,273 | $19.5M | 6.78% | −380−1.3% | Reduced |
| One Capital Management, LLC | 29,223 | $19.5M | 0.62% | +6,547+28.9% | Added |
| Hibernia Wealth Partners, LLC | 29,215 | $19.5M | 12.47% | +29,215 | New |
| Trifecta Capital Advisors, LLC | 29,202 | $19.5M | 2.96% | −812−2.7% | Reduced |
| Atomi Financial Group, Inc. | 28,990 | $19.3M | 0.63% | −1,350−4.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 28,832 | $19.2M | 1.21% | +325+1.1% | Added |
| AdvisorNet Financial, Inc | 28,692 | $19.1M | 1.08% | +744+2.7% | Added |
| L & S Advisors Inc | 28,654 | $19.1M | 1.83% | −28,002−49.4% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 28,581 | $19.0M | 6.77% | +567+2.0% | Added |
| Sepio Capital, LP | 28,557 | $19.0M | 1.13% | +381+1.4% | Added |
| Moors & Cabot, Inc. | 28,542 | $19.0M | 0.83% | +800+2.9% | Added |
| Gateway Wealth Partners, LLC | 28,530 | $19.0M | 2.57% | −1,017−3.4% | Reduced |
| Cornerstone Wealth Management, LLC | 28,510 | $19.0M | 1.05% | +1,294+4.8% | Added |
| Anb Bank | 28,498 | $19.0M | 7.70% | +317+1.1% | Added |
| YHB Investment Advisors, Inc. | 28,446 | $19.0M | 1.39% | −687−2.4% | Reduced |
| Maven Securities LTD | 28,438 | $18.9M | 3.63% | −47,309−62.5% | Reduced |
| Chilton Investment Co LLC | 28,444 | $18.9M | 0.39% | +10,288+56.7% | Added |
| Invictus Private Wealth, LLC | 28,423 | $18.9M | 1.19% | −80.0% | Reduced |
| J. Safra Sarasin Holding AG | 28,285 | $18.8M | 0.30% | −1,245−4.2% | Reduced |
| FSC Wealth Advisors, LLC | 28,257 | $18.8M | 10.86% | +689+2.5% | Added |
| Lodestar Private Asset Management LLC | 28,152 | $18.8M | 1.96% | +35+0.1% | Added |
| Sax Wealth Advisors, LLC | 28,029 | $18.7M | 1.00% | +1,508+5.7% | Added |
| Palo DS Manager LLC | 28,024 | $18.7M | 6.70% | +17,750+172.8% | Added |
| Pictet & Cie (Europe) SA | 27,999 | $18.7M | 0.37% | −23,224−45.3% | Reduced |
| PCG Wealth Advisors, LLC | 27,985 | $18.6M | 5.43% | +1,524+5.8% | Added |
| Burling Wealth Partners, LLC | 27,981 | $18.6M | 3.09% | +13,439+92.4% | Added |
| J Hagan Capital, Inc. | 27,933 | $18.6M | 11.27% | −1,651−5.6% | Reduced |
| Bluefin Capital Management, LLC | 27,900 | $18.6M | 8.02% | +27,900 | New |
| Solstein Capital, LLC | 27,878 | $18.6M | 8.49% | +10.0% | Added |
| Provida Pension Fund Administrator | 27,830 | $18.5M | 0.32% | +27,830 | New |
| Tolleson Wealth Management, Inc. | 27,787 | $18.5M | 2.86% | −961−3.3% | Reduced |
| Kaizen Financial Strategies | 27,612 | $18.5M | 8.37% | +754+2.8% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 27,763 | $18.5M | 4.09% | −2,754−9.0% | Reduced |
| Perennial Investment Advisors, LLC | 27,722 | $18.5M | 1.53% | +205+0.7% | Added |
| Dynamic Advisor Solutions LLC | 27,531 | $18.3M | 0.53% | +459+1.7% | Added |
| Brave Asset Management Inc | 27,528 | $18.3M | 4.48% | +479+1.8% | Added |
| Moloney Securities Asset Management, LLC | 27,371 | $18.2M | 2.17% | +10,377+61.1% | Added |
| Price T Rowe Associates Inc | 27,364 | $18.2M | 0.00% | +23,400+590.3% | Added |
| Smithbridge Asset Management Inc | 27,344 | $18.2M | 2.65% | −135−0.5% | Reduced |
| Fluent Financial, LLC | 27,325 | $18.2M | 7.12% | +78+0.3% | Added |
| Rothschild Investment LLC | 27,310 | $18.2M | 1.03% | +380+1.4% | Added |
| Wealth Architects, LLC | 27,219 | $18.1M | 1.71% | −111−0.4% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 27,207 | $18.1M | 0.52% | +755+2.9% | Added |
| IMA Wealth, Inc. | 27,187 | $18.1M | 1.83% | +74+0.3% | Added |
| Basso Capital Management, L.P. | 27,126 | $18.1M | 12.10% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 27,094 | $18.0M | 3.24% | −787−2.8% | Reduced |
| Pettinga Financial Advisors, LLC | 27,093 | $18.0M | 3.52% | +4,422+19.5% | Added |
| Rockbridge Investment Management, LCC | 27,066 | $18.0M | 1.78% | +112+0.4% | Added |
| Mairs & Power Inc | 26,993 | $18.0M | 0.17% | −797−2.9% | Reduced |
| Catalyst Financial Partners LLC | 26,972 | $18.0M | 2.17% | +118+0.4% | Added |
| Optas, LLC | 26,906 | $17.9M | 3.04% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 26,834 | $17.9M | 0.56% | +20.0% | Added |
| G&S Capital LLC | 26,830 | $17.9M | 6.61% | +134+0.5% | Added |
| Savvy Advisors, Inc. | 26,816 | $17.9M | 0.82% | +1,477+5.8% | Added |
| Arista Wealth Management, LLC | 26,814 | $17.9M | 2.22% | −266−1.0% | Reduced |
| Founders Capital Management, LLC | 26,808 | $17.9M | 2.79% | −120.0% | Reduced |
| Osborne Partners Capital Management, LLC | 26,666 | $17.8M | 0.90% | −252−0.9% | Reduced |
| BOS Asset Management, LLC | 26,633 | $17.7M | 5.00% | +322+1.2% | Added |
| Bell Bank | 26,526 | $17.7M | 0.77% | +65+0.2% | Added |
| Accredited Investors Inc. | 26,499 | $17.7M | 0.98% | −169−0.6% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 26,476 | $17.6M | 0.28% | −2,899−9.9% | Reduced |
| Twin Focus Capital Partners, LLC | 26,427 | $17.6M | 2.24% | −111−0.4% | Reduced |
| Coastline Trust Co | 26,409 | $17.6M | 1.89% | +242+0.9% | Added |
| Royal Fund Management, LLC | 26,388 | $17.6M | 2.16% | −15,612−37.2% | Reduced |
| Yousif Capital Management, LLC | 26,339 | $17.5M | 0.19% | −39,735−60.1% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 26,232 | $17.5M | 5.92% | −581−2.2% | Reduced |
| Kennicott Capital Management LLC | 26,250 | $17.5M | 8.44% | +369+1.4% | Added |
| Erste Asset Management GmbH | 26,260 | $17.4M | 0.17% | −3,380−11.4% | Reduced |