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 |
|---|---|---|---|---|---|
| Advisors Capital Management, LLC | 22,316 | $14.9M | 0.18% | −420−1.8% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 22,271 | $14.8M | 5.14% | +478+2.2% | Added |
| Morangie Management LLC | 22,196 | $14.8M | 12.79% | −133−0.6% | Reduced |
| Agf Management Ltd | 22,249 | $14.8M | 0.07% | −125−0.6% | Reduced |
| JFS Wealth Advisors, LLC | 22,241 | $14.8M | 0.87% | +239+1.1% | Added |
| Global Financial Private Client, LLC | 22,202 | $14.8M | 5.27% | +2,707+13.9% | Added |
| Stelac Advisory Services LLC | 22,127 | $14.8M | 5.11% | −3,111−12.3% | Reduced |
| Empower Advisory Group, LLC | 22,099 | $14.7M | 0.04% | +22+0.1% | Added |
| Hickory Point Bank & Trust | 22,051 | $14.7M | 10.98% | +200+0.9% | Added |
| Morton Brown Family Wealth, LLC | 22,020 | $14.7M | 4.21% | −142−0.6% | Reduced |
| Accent Capital Management, LLC | 21,959 | $14.7M | 6.22% | −818−3.6% | Reduced |
| Umb Bank N A | 21,898 | $14.6M | 0.21% | +48+0.2% | Added |
| WSFS Capital Management, LLC | 21,873 | $14.6M | 0.72% | −1,260−5.4% | Reduced |
| ExodusPoint Capital Management, LP | 21,735 | $14.5M | 0.20% | +21,735 | New |
| Navis Wealth Advisors, LLC | 21,710 | $14.5M | 10.87% | −302−1.4% | Reduced |
| Grimes & Company, Inc. | 21,705 | $14.5M | 0.36% | −93−0.4% | Reduced |
| Manning & Napier Advisors LLC | 21,666 | $14.4M | 0.18% | −92−0.4% | Reduced |
| Wealthedge Investment Advisors, LLC | 21,662 | $14.4M | 5.46% | +412+1.9% | Added |
| Raleigh Capital Management Inc. | 21,653 | $14.4M | 5.48% | +8,614+66.1% | Added |
| Sovereign Investment Advisors, LLC | 21,636 | $14.4M | 3.93% | +13,008+150.8% | Added |
| Cypress Capital Group | 21,541 | $14.4M | 1.72% | −19−0.1% | Reduced |
| Ullmann Financial Group, Inc. | 21,516 | $14.3M | 1.57% | −80.0% | Reduced |
| Evanson Asset Management, LLC | 21,493 | $14.3M | 0.83% | −43−0.2% | Reduced |
| Schnieders Capital Management, LLC. | 21,479 | $14.3M | 2.55% | +21,479 | New |
| Atalanta Sosnoff Capital, LLC | 21,381 | $14.2M | 0.27% | −641−2.9% | Reduced |
| SBI Securities Co., Ltd. | 21,367 | $14.2M | 0.37% | −626−2.8% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 21,349 | $14.2M | 2.22% | −236−1.1% | Reduced |
| CSS LLC | 21,304 | $14.2M | 0.85% | +21,304 | New |
| PFM Health Sciences, LP | 21,210 | $14.1M | 1.20% | +4,081+23.8% | Added |
| Audent Global Asset Management, LLC | 21,097 | $14.1M | 10.25% | +9,543+82.6% | Added |
| Comprehensive Financial Management LLC | 21,142 | $14.1M | 0.39% | 00.0% | Unchanged |
| Balboa Wealth Partners | 21,113 | $14.1M | 2.43% | +1,620+8.3% | Added |
| CWA Asset Management Group, LLC | 21,089 | $14.0M | 0.52% | −1,125−5.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 20,970 | $14.0M | 0.78% | +145+0.7% | Added |
| Intrust Bank NA | 20,948 | $14.0M | 1.16% | −155−0.7% | Reduced |
| BlueChip Wealth Advisors LLC | 20,932 | $13.9M | 5.95% | +732+3.6% | Added |
| Industrial Alliance Investment Management Inc. | 20,930 | $13.9M | 8.42% | −339−1.6% | Reduced |
| WCG Wealth Advisors LLC | 20,836 | $13.9M | 0.87% | −821−3.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 20,813 | $13.9M | 1.14% | −1,500−6.7% | Reduced |
| Compass Capital Corp | 20,399 | $13.9M | 6.05% | +11,872+139.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 20,763 | $13.8M | 1.24% | +3,511+20.4% | Added |
| SlateStone Wealth, LLC | 20,743 | $13.8M | 1.20% | −400−1.9% | Reduced |
| Advisory Alpha, LLC | 20,618 | $13.8M | 0.38% | −13,579−39.7% | Reduced |
| RIA Advisory Group LLC | 20,714 | $13.8M | 3.56% | −1,278−5.8% | Reduced |
| Berman McAleer LLC | 20,637 | $13.8M | 1.93% | +20,637 | New |
| Appleton Partners Inc | 20,618 | $13.7M | 0.92% | −551−2.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 20,613 | $13.7M | 0.24% | −123−0.6% | Reduced |
| Nations Financial Group Inc, | 20,515 | $13.7M | 0.85% | +880+4.5% | Added |
| Moody Lynn & Lieberson, LLC | 20,513 | $13.7M | 0.74% | −467−2.2% | Reduced |
| Level Four Advisory Services, LLC | 20,501 | $13.7M | 0.47% | +409+2.0% | Added |
| EverSource Wealth Advisors, LLC | 20,475 | $13.6M | 0.54% | −1,761−7.9% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 20,382 | $13.6M | 0.35% | 00.0% | Unchanged |
| StoneX Group Inc. | 20,341 | $13.6M | 0.59% | +4,560+28.9% | Added |
| Foresight Capital Management Advisors, Inc. | 20,357 | $13.6M | 7.62% | −600−2.9% | Reduced |
| Ami Investment Management Inc | 20,319 | $13.5M | 3.14% | +50.0% | Added |
| Strategic Wealth Partners, Ltd. | 20,291 | $13.5M | 1.01% | −2,434−10.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 20,245 | $13.5M | 0.22% | +157+0.8% | Added |
| CRA Financial Services, LLC | 20,226 | $13.5M | 1.84% | +126+0.6% | Added |
| Compass Ion Advisors, LLC | 20,224 | $13.5M | 1.30% | −320−1.6% | Reduced |
| Principal Securities, Inc. | 20,217 | $13.5M | 0.22% | +345+1.7% | Added |
| Luken Investment Analytics, LLC | 20,204 | $13.5M | 5.26% | +207+1.0% | Added |
| Capital Advisors Wealth Management, LLC | 20,142 | $13.4M | 1.92% | +2,570+14.6% | Added |
| Nicolet Bankshares Inc | 20,134 | $13.4M | 2.16% | −2,478−11.0% | Reduced |
| Financial Guidance Group, Inc. | 20,092 | $13.4M | 6.00% | +62+0.3% | Added |
| Houlihan Financial Resource Group, Ltd. | 20,083 | $13.4M | 11.75% | −21,575−51.8% | Reduced |
| Sequent Asset Management, LLC | 20,012 | $13.3M | 6.34% | 00.0% | Unchanged |
| Monetta Financial Services Inc | 20,000 | $13.3M | 9.33% | −1,300−6.1% | Reduced |
| Schrum Private Wealth Management LLC | 19,983 | $13.3M | 9.76% | +198+1.0% | Added |
| First Trust Advisors LP | 19,913 | $13.3M | 0.01% | −662−3.2% | Reduced |
| Nisa Investment Advisors, LLC | 19,832 | $13.2M | 0.05% | +19,740+21,456.5% | Added |
| Montecito Bank & Trust | 19,862 | $13.2M | 2.06% | +19,862 | New |
| Sound View Wealth Advisors Group, LLC | 19,816 | $13.2M | 0.91% | +30+0.2% | Added |
| First Citizens Bank & Trust Co | 19,812 | $13.2M | 0.28% | +3,393+20.7% | Added |
| Silver Oak Securities, Inc | 19,807 | $13.2M | 0.99% | −68−0.3% | Reduced |
| Trust Point Inc. | 19,780 | $13.2M | 1.06% | +27+0.1% | Added |
| Vertex Planning Partners, LLC | 19,776 | $13.2M | 2.53% | −559−2.7% | Reduced |
| SFMG, LLC | 19,749 | $13.2M | 0.91% | −18−0.1% | Reduced |
| First National Bank of Omaha | 19,741 | $13.2M | 0.83% | +1,193+6.4% | Added |
| Great Lakes Advisors, LLC | 19,678 | $13.1M | 0.11% | −1,769−8.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 19,654 | $13.1M | 0.61% | +135+0.7% | Added |
| Hudson Valley Investment Advisors Inc | 19,633 | $13.1M | 1.36% | −272−1.4% | Reduced |
| First Washington CORP | 19,628 | $13.1M | 3.51% | 00.0% | Unchanged |
| Boxwood Ventures, Inc. | 19,550 | $13.1M | 14.54% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 19,583 | $13.0M | 2.13% | +122+0.6% | Added |
| Northside Capital Management, LLC | 19,560 | $13.0M | 1.19% | −81−0.4% | Reduced |
| Voisard Asset Management Group, Inc. | 19,547 | $13.0M | 3.01% | −2,645−11.9% | Reduced |
| TSFG, LLC | 19,547 | $13.0M | 2.07% | −678−3.4% | Reduced |
| Ancora Advisors, LLC | 19,532 | $13.0M | 0.26% | −101−0.5% | Reduced |
| KG&L Capital Management,LLC | 19,479 | $13.0M | 3.57% | −819−4.0% | Reduced |
| Smith Chas P & Associates Pa Cpas | 19,466 | $13.0M | 1.12% | −5,305−21.4% | Reduced |
| Rpo LLC | 19,437 | $12.9M | 16.28% | +19,437 | New |
| Milestone Asset Management, LLC | 19,406 | $12.9M | 2.45% | +17,891+1,180.9% | Added |
| Bedel Financial Consulting, Inc. | 19,395 | $12.9M | 1.65% | −93−0.5% | Reduced |
| Paulson Wealth Management Inc. | 19,337 | $12.9M | 3.05% | +21+0.1% | Added |
| Edgewood Management LLC | 19,284 | $12.8M | 0.05% | +2,086+12.1% | Added |
| Lansing Street Advisors | 19,229 | $12.8M | 3.41% | −38−0.2% | Reduced |
| LVM Capital Management Ltd | 19,274 | $12.8M | 1.23% | −314−1.6% | Reduced |
| MMBG Investment Advisors Co. | 19,219 | $12.8M | 1.14% | −1,850−8.8% | Reduced |
| Mayflower Financial Advisors, LLC | 19,261 | $12.8M | 1.61% | −610−3.1% | Reduced |
| McLean Asset Management Corp | 19,052 | $12.8M | 2.64% | −2,648−12.2% | Reduced |