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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Icon Wealth Advisors, LLC | 26,150 | $17.4M | 1.18% | −788−2.9% | Reduced |
| Cypress Capital, LLC | 26,112 | $17.4M | 4.98% | −108−0.4% | Reduced |
| Neumann Capital Management, LLC | 26,089 | $17.4M | 5.08% | −1,110−4.1% | Reduced |
| Gridiron Partners, LLC | 143,286 | $17.3M | 9.85% | +117,253+450.4% | Added |
| Measured Wealth Private Client Group, LLC | 26,009 | $17.3M | 4.67% | −274−1.0% | Reduced |
| Traction Financial Partners, LLC | 25,989 | $17.3M | 10.68% | +3,316+14.6% | Added |
| Oldfather Financial Services, LLC | 25,958 | $17.3M | 5.39% | −44−0.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 25,860 | $17.2M | 4.42% | −284−1.1% | Reduced |
| Flagship Private Wealth, LLC | 25,777 | $17.2M | 6.90% | +158+0.6% | Added |
| Kesler, Norman & Wride, LLC | 29,132 | $17.1M | 3.35% | −49−0.2% | Reduced |
| Tandem Wealth Advisors LLC | 25,630 | $17.1M | 8.12% | −1,608−5.9% | Reduced |
| Apriem Advisors | 25,610 | $17.1M | 1.61% | +2,382+10.3% | Added |
| Marco Investment Management LLC | 25,584 | $17.0M | 1.31% | +169+0.7% | Added |
| Moneywise, Inc. | 25,581 | $17.0M | 7.71% | −770−2.9% | Reduced |
| Camden Capital, LLC | 25,547 | $17.0M | 1.17% | +19,760+341.5% | Added |
| Destination Wealth Management | 25,545 | $17.0M | 0.47% | +2,074+8.8% | Added |
| Paul Damon & Associates, Inc. | 25,483 | $17.0M | 8.11% | +188+0.7% | Added |
| Halter Ferguson Financial Inc. | 25,479 | $17.0M | 4.12% | +3,347+15.1% | Added |
| Jacksonville Wealth Management, LLC | 25,226 | $16.8M | 12.34% | +1,677+7.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 25,151 | $16.8M | 0.58% | −27−0.1% | Reduced |
| Cacti Asset Management LLC | 25,295 | $16.7M | 1.13% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 25,076 | $16.7M | 1.32% | +506+2.1% | Added |
| Sachetta, LLC | 25,055 | $16.7M | 6.21% | −1,497−5.6% | Reduced |
| Cohen & Steers, Inc. | 25,000 | $16.7M | 0.03% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 24,954 | $16.6M | 3.23% | 00.0% | Unchanged |
| St Germain D J Co Inc | 24,909 | $16.6M | 0.66% | −164−0.7% | Reduced |
| Mycio Wealth Partners, LLC | 24,812 | $16.5M | 3.82% | −698−2.7% | Reduced |
| South State Corp. | 24,755 | $16.5M | 0.76% | −1,992−7.4% | Reduced |
| GeoWealth Management, LLC | 24,738 | $16.5M | 0.60% | +12,694+105.4% | Added |
| Rockland Trust Co | 24,733 | $16.5M | 0.68% | +15,210+159.7% | Added |
| Berger Financial Group, Inc | 24,691 | $16.4M | 0.98% | −1,722−6.5% | Reduced |
| Biltmore Family Office, LLC | 24,540 | $16.4M | 2.33% | +5,243+27.2% | Added |
| Chatham Capital Group, Inc. | 24,511 | $16.3M | 2.35% | +63+0.3% | Added |
| Boothbay Fund Management, LLC | 24,472 | $16.3M | 0.42% | +23,604+2,719.4% | Added |
| ORG Partners LLC | 24,428 | $16.3M | 2.97% | +5,244+27.3% | Added |
| Gries Financial LLC | 24,457 | $16.3M | 2.57% | +2,200+9.9% | Added |
| Fulton Breakefield Broenniman LLC | 24,449 | $16.3M | 1.05% | +323+1.3% | Added |
| Y.D. More Investments Ltd | 24,455 | $16.3M | 0.92% | −4,060−14.2% | Reduced |
| Fortis Group Advisors, LLC | 23,917 | $16.3M | 2.80% | −264−1.1% | Reduced |
| Pathway Financial Advisors LLC | 24,395 | $16.3M | 2.17% | +36+0.1% | Added |
| Tocqueville Asset Management L.P. | 24,392 | $16.2M | 0.24% | −25−0.1% | Reduced |
| Tortoise Investment Management, LLC | 24,339 | $16.2M | 1.44% | −95−0.4% | Reduced |
| Aries Wealth Management | 24,323 | $16.2M | 3.83% | +4,979+25.7% | Added |
| AlphaCore Capital LLC | 24,255 | $16.2M | 0.54% | −477−1.9% | Reduced |
| Transcend Wealth Collective, LLC | 24,233 | $16.1M | 1.14% | +20+0.1% | Added |
| Armis Advisers, LLC | 23,755 | $16.1M | 1.49% | +747+3.2% | Added |
| TCTC Holdings, LLC | 24,193 | $16.1M | 0.48% | +204+0.9% | Added |
| Sandbox Financial Partners, LLC | 24,182 | $16.1M | 4.61% | +1,649+7.3% | Added |
| American Asset Management Inc. | 24,039 | $16.0M | 14.37% | −3,170−11.7% | Reduced |
| Bouchey Financial Group Ltd | 24,014 | $16.0M | 1.23% | −74−0.3% | Reduced |
| Aaron Wealth Advisors | 24,010 | $16.0M | 0.97% | −724−2.9% | Reduced |
| Bristlecone Advisors, LLC | 23,981 | $16.0M | 1.34% | +580+2.5% | Added |
| Sovran Advisors, LLC | 23,498 | $16.0M | 1.41% | +467+2.0% | Added |
| Fiducient Advisors LLC | 23,975 | $16.0M | 1.87% | −1,273−5.0% | Reduced |
| Parkside Financial Bank & Trust | 23,914 | $15.9M | 1.23% | −690−2.8% | Reduced |
| Scharf Investments, LLC | 23,875 | $15.9M | 0.40% | −13,079−35.4% | Reduced |
| West Paces Advisors Inc. | 23,880 | $15.9M | 3.17% | −1,200−4.8% | Reduced |
| Howard Financial Services, Ltd. | 23,873 | $15.9M | 1.95% | +23+0.1% | Added |
| Foster & Motley Inc | 23,869 | $15.9M | 0.86% | +193+0.8% | Added |
| PFC Capital Group, Inc. | 23,815 | $15.9M | 6.67% | −537−2.2% | Reduced |
| AGH Wealth Advisors, LLC | 23,741 | $15.8M | 11.60% | +6,421+37.1% | Added |
| GEM Asset Management, LLC | 23,623 | $15.8M | 7.50% | −950−3.9% | Reduced |
| Quadrant Capital Group LLC | 23,713 | $15.8M | 0.51% | +80.0% | Added |
| Sunbelt Securities, Inc. | 23,603 | $15.7M | 1.09% | +9,729+70.1% | Added |
| Grandview Asset Management LLC | 23,584 | $15.7M | 4.42% | +203+0.9% | Added |
| Peterson Wealth Management | 23,582 | $15.7M | 10.88% | −7,349−23.8% | Reduced |
| Guardian Wealth Advisors, LLC | 23,560 | $15.7M | 1.02% | −506−2.1% | Reduced |
| Pinebridge Investments, L.P. | 23,538 | $15.7M | 0.12% | −21,443−47.7% | Reduced |
| Great Diamond Partners, LLC | 23,494 | $15.7M | 3.04% | +329+1.4% | Added |
| LaSalle St. Investment Advisors, LLC | 23,466 | $15.6M | 2.80% | +16,925+258.8% | Added |
| Guerra Advisors Inc | 23,449 | $15.6M | 5.77% | −816−3.4% | Reduced |
| Clune & Associates, Ltd. | 23,357 | $15.6M | 3.89% | +618+2.7% | Added |
| Northern Financial Advisors Inc | 23,332 | $15.5M | 8.16% | +4,863+26.3% | Added |
| Global Endowment Management, LP | 23,327 | $15.5M | 1.95% | −66,036−73.9% | Reduced |
| Nadler Financial Group, Inc. | 23,253 | $15.5M | 1.48% | −574−2.4% | Reduced |
| Conscious Wealth Investments, LLC | 22,692 | $15.5M | 9.18% | −27−0.1% | Reduced |
| Vident Advisory, LLC | 23,181 | $15.4M | 0.15% | +429+1.9% | Added |
| Optimum Investment Advisors | 23,146 | $15.4M | 6.12% | +143+0.6% | Added |
| Chicago Capital, LLC | 23,138 | $15.4M | 0.38% | −1,266−5.2% | Reduced |
| Patten & Patten Inc | 23,113 | $15.4M | 0.90% | +81+0.4% | Added |
| Sunflower Bank, N.A. | 23,105 | $15.4M | 3.74% | −651−2.7% | Reduced |
| Hopwood Financial Services, Inc. | 23,079 | $15.4M | 10.28% | −93−0.4% | Reduced |
| Flagship Wealth Advisors, LLC | 23,071 | $15.4M | 5.07% | +1,441+6.7% | Added |
| Laurel Wealth Advisors LLC | 23,057 | $15.4M | 2.15% | −50−0.2% | Reduced |
| Harbour Trust & Investment Management Co | 22,719 | $15.1M | 1.56% | −905−3.8% | Reduced |
| Integrity Alliance, LLC. | 22,711 | $15.1M | 0.71% | −5,323−19.0% | Reduced |
| Opulen Financial Group LLC | 22,699 | $15.1M | 11.46% | −277−1.2% | Reduced |
| One River Asset Management, LLC | 22,751 | $15.1M | 48.30% | +12,069+113.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22,667 | $15.1M | 1.79% | +1,734+8.3% | Added |
| Claro Advisors LLC | 22,660 | $15.1M | 2.20% | −631−2.7% | Reduced |
| Quintet Private Bank (Europe) S.A. | 22,645 | $15.1M | 0.85% | −1,446−6.0% | Reduced |
| MONECO Advisors, LLC | 22,632 | $15.1M | 1.26% | −139−0.6% | Reduced |
| TCG Advisory Services, LLC | 22,616 | $15.1M | 0.55% | −3,063−11.9% | Reduced |
| Ryan Investment Management, Inc. | 22,487 | $15.0M | 8.33% | +1,508+7.2% | Added |
| Roberts Capital Advisors, LLC | 22,439 | $14.9M | 16.63% | +22,439 | New |
| Highview Capital Management LLC | 22,405 | $14.9M | 5.49% | +113+0.5% | Added |
| AAFMAA Wealth Management & Trust LLC | 22,376 | $14.9M | 5.91% | +205+0.9% | Added |
| Stordahl Capital Management, Inc. | 22,350 | $14.9M | 3.13% | −29−0.1% | Reduced |
| Grove Bank & Trust | 22,331 | $14.9M | 1.74% | −181−0.8% | Reduced |
| Wedmont Private Capital | 22,224 | $14.9M | 0.55% | +3,616+19.4% | Added |