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 |
|---|---|---|---|---|---|
| Quadcap Wealth Management, LLC | 19,180 | $12.8M | 1.51% | −161−0.8% | Reduced |
| Nixon Peabody Trust Co | 19,106 | $12.7M | 0.93% | +192+1.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 19,023 | $12.7M | 0.27% | −97−0.5% | Reduced |
| Ameritas Investment Partners, Inc. | 19,064 | $12.7M | 0.39% | −9,058−32.2% | Reduced |
| Triglav Skladi, D.O.O. | 19,033 | $12.7M | 0.83% | +118+0.6% | Added |
| Impact Partnership Wealth, LLC | 19,000 | $12.7M | 1.88% | +1,382+7.8% | Added |
| Seeds Investor LLC | 18,988 | $12.6M | 2.67% | −155−0.8% | Reduced |
| Bensler, LLC | 18,904 | $12.6M | 1.31% | +850+4.7% | Added |
| Berkshire Asset Management LLC | 18,900 | $12.6M | 0.54% | +369+2.0% | Added |
| MidAtlantic Capital Management, Inc. | 18,877 | $12.6M | 8.58% | −850−4.3% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 18,813 | $12.5M | 3.23% | −80.0% | Reduced |
| Financial Management Professionals, Inc. | 18,746 | $12.5M | 1.30% | +15,174+424.8% | Added |
| Bigelow Investment Advisors, LLC | 18,731 | $12.5M | 5.03% | −818−4.2% | Reduced |
| Baker Avenue Asset Management, LP | 18,664 | $12.4M | 0.30% | +520+2.9% | Added |
| Farringdon Capital, Ltd. | 18,637 | $12.4M | 3.16% | +18,637 | New |
| Symphony Financial, Ltd. Co. | 18,641 | $12.4M | 1.51% | +10,789+137.4% | Added |
| Oxler Private Wealth LLC | 18,608 | $12.4M | 3.61% | −227−1.2% | Reduced |
| Iams Wealth Management, LLC | 18,602 | $12.4M | 4.97% | +882+5.0% | Added |
| Hillcrest Wealth Advisors - NY, LLC | 18,568 | $12.4M | 5.56% | −225−1.2% | Reduced |
| Terry L. Blaker | 18,550 | $12.4M | 0.47% | −763−4.0% | Reduced |
| Wealth Dimensions Group, Ltd. | 18,546 | $12.4M | 2.54% | −293−1.6% | Reduced |
| Cordant, Inc. | 18,449 | $12.3M | 5.55% | −185−1.0% | Reduced |
| Vista Investment Partners LLC | 18,415 | $12.3M | 3.43% | +39+0.2% | Added |
| MorganRosel Wealth Management, LLC | 18,402 | $12.3M | 3.18% | −150−0.8% | Reduced |
| Mather Group, LLC. | 18,341 | $12.2M | 0.12% | 00.0% | Unchanged |
| Weil Company, Inc. | 18,318 | $12.2M | 2.94% | −41−0.2% | Reduced |
| Sherman Porfolios, LLC | 18,311 | $12.2M | 4.36% | −3,369−15.5% | Reduced |
| Lee-Kelleher Wealth Management | 18,269 | $12.2M | 7.50% | −515−2.7% | Reduced |
| Custos Family Office, LLC | 18,262 | $12.2M | 6.88% | −1,949−9.6% | Reduced |
| Principle Wealth Partners LLC | 18,255 | $12.2M | 0.71% | +65+0.4% | Added |
| Sentinus, LLC | 18,238 | $12.1M | 2.65% | −819−4.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 18,203 | $12.1M | 0.40% | +1,333+7.9% | Added |
| Winthrop Capital Management, LLC | 18,153 | $12.1M | 2.92% | +1,395+8.3% | Added |
| Panagora Asset Management Inc | 18,133 | $12.1M | 0.05% | +7,025+63.2% | Added |
| Heritage Wealth Advisors | 18,101 | $12.1M | 0.53% | +2,290+14.5% | Added |
| TownSquare Capital, LLC | 17,980 | $12.0M | 1.81% | −3,860−17.7% | Reduced |
| First Hawaiian Bank | 17,965 | $12.0M | 1.54% | −30.0% | Reduced |
| Second Half Financial Partners, LLC | 17,954 | $12.0M | 5.27% | −635−3.4% | Reduced |
| Van Hulzen Asset Management, LLC | 17,935 | $11.9M | 0.89% | −342−1.9% | Reduced |
| LMG Wealth Partners, LLC | 17,910 | $11.9M | 2.22% | +10+0.1% | Added |
| Main Street Financial Solutions, LLC | 17,793 | $11.9M | 0.76% | −2,547−12.5% | Reduced |
| Canopy Partners, LLC | 17,781 | $11.8M | 3.96% | −16−0.1% | Reduced |
| Northstar Asset Management LLC | 17,753 | $11.8M | 2.54% | −15−0.1% | Reduced |
| Caerus Investment Advisors, LLC | 17,713 | $11.8M | 4.83% | +878+5.2% | Added |
| Zhang Financial LLC | 17,660 | $11.8M | 0.48% | +60.0% | Added |
| Edge Financial Advisors LLC | 17,650 | $11.8M | 5.27% | −1,606−8.3% | Reduced |
| Arlington Trust Co LLC | 17,638 | $11.8M | 2.11% | +642+3.8% | Added |
| Cornell Pochily Investment Advisors, Inc. | 17,591 | $11.7M | 3.50% | −40−0.2% | Reduced |
| Mission Creek Capital Partners, Inc. | 17,581 | $11.7M | 2.32% | −140−0.8% | Reduced |
| Norden Group LLC | 17,527 | $11.7M | 1.19% | −11,110−38.8% | Reduced |
| Perfromance Wealth Partners, LLC | 17,487 | $11.6M | 0.33% | +1,446+9.0% | Added |
| Sage Capital Advisors,llc | 17,482 | $11.6M | 2.77% | −126−0.7% | Reduced |
| Planning Alternatives Ltd | 17,462 | $11.6M | 1.49% | −368−2.1% | Reduced |
| SpringVest Wealth Management LLC | 17,458 | $11.6M | 8.55% | −248−1.4% | Reduced |
| Spears Abacus Advisors LLC | 17,362 | $11.6M | 0.22% | +536+3.2% | Added |
| VisionPoint Advisory Group, LLC | 17,353 | $11.6M | 2.31% | +3,773+27.8% | Added |
| GQG Partners LLC | 17,336 | $11.6M | 0.02% | −1,848−9.6% | Reduced |
| Headlands Technologies LLC | 17,296 | $11.5M | 0.92% | +17,296 | New |
| Sage Mountain Advisors LLC | 17,280 | $11.5M | 0.66% | +24+0.1% | Added |
| Codex Capital Asset Management L.L.C. | 17,270 | $11.5M | 4.33% | 00.0% | Unchanged |
| Eagle Strategies LLC | 17,198 | $11.5M | 1.53% | −293−1.7% | Reduced |
| Wernau Asset Management Inc. | 17,178 | $11.4M | 11.84% | −230−1.3% | Reduced |
| Vivaldi Capital Management, LLC | 17,150 | $11.4M | 1.62% | +193+1.1% | Added |
| Confluence Investment Management LLC | 17,122 | $11.4M | 0.16% | −2,100−10.9% | Reduced |
| Frazier Financial Advisors, LLC | 17,034 | $11.3M | 6.97% | −144−0.8% | Reduced |
| Plancorp, LLC | 17,004 | $11.3M | 0.36% | −387−2.2% | Reduced |
| CFM Wealth Partners LLC | 17,001 | $11.3M | 1.64% | +52+0.3% | Added |
| Retireful, LLC | 16,936 | $11.3M | 10.90% | −3,325−16.4% | Reduced |
| Nwam LLC | 16,821 | $11.3M | 0.61% | −11−0.1% | Reduced |
| Oxinas Partners Wealth Management LLC | 16,905 | $11.3M | 6.03% | −447−2.6% | Reduced |
| IronBridge Private Wealth, LLC | 16,864 | $11.2M | 3.54% | −267−1.6% | Reduced |
| Zevin Asset Management LLC | 16,863 | $11.2M | 1.63% | +277+1.7% | Added |
| Godsey & Gibb Associates | 16,845 | $11.2M | 0.99% | −99−0.6% | Reduced |
| Empirical Asset Management, LLC | 16,808 | $11.2M | 3.11% | +678+4.2% | Added |
| waypoint wealth counsel | 16,806 | $11.2M | 4.42% | +95+0.6% | Added |
| Krilogy Financial LLC | 16,507 | $11.2M | 0.42% | +3,070+22.8% | Added |
| Diversified Enterprises, LLC | 16,787 | $11.2M | 0.75% | +352+2.1% | Added |
| Zurich Insurance Group Ltd | 16,690 | $11.2M | 0.08% | −1,549−8.5% | Reduced |
| X-Square Capital, LLC | 16,720 | $11.1M | 3.48% | +98+0.6% | Added |
| Waterloo Capital, L.P. | 16,682 | $11.1M | 0.83% | −2,250−11.9% | Reduced |
| Fedenia Advisers LLC | 16,681 | $11.1M | 4.42% | +997+6.4% | Added |
| Peddock Capital Advisors, LLC | 16,633 | $11.1M | 2.39% | +17+0.1% | Added |
| Summit Wealth Partners, LLC | 16,631 | $11.1M | 2.00% | +80+0.5% | Added |
| Private Client Services, LLC | 16,602 | $11.1M | 3.70% | +4,124+33.1% | Added |
| Betterment LLC | 16,587 | $11.1M | 0.02% | +1,269+8.3% | Added |
| Forum Financial Management, LP | 16,567 | $11.0M | 0.15% | −170−1.0% | Reduced |
| Old North State Trust, LLC | 16,553 | $11.0M | 6.72% | +480+3.0% | Added |
| Clear Creek Financial Management, LLC | 16,515 | $11.0M | 0.95% | +2,626+18.9% | Added |
| Lewis Asset Management, LLC | 16,493 | $11.0M | 4.52% | +3,683+28.8% | Added |
| Next Level Private LLC | 16,272 | $10.9M | 3.17% | +134+0.8% | Added |
| Marquette Associates, Inc. | 16,368 | $10.9M | 13.12% | +72+0.4% | Added |
| Tandem Financial, LLC | 16,270 | $10.9M | 4.05% | +1,320+8.8% | Added |
| Tactive Advisors, LLC | 16,288 | $10.9M | 3.07% | +2,396+17.2% | Added |
| International Private Wealth Advisors LLC | 16,277 | $10.8M | 6.82% | +2,522+18.3% | Added |
| Cordatus Wealth Management LLC | 16,252 | $10.8M | 2.55% | −266−1.6% | Reduced |
| Lyell Wealth Management, LP | 16,228 | $10.8M | 0.80% | −13−0.1% | Reduced |
| Mount Capital Ltd | 16,200 | $10.8M | 3.87% | −7,900−32.8% | Reduced |
| First Foundation Advisors | 16,187 | $10.8M | 0.40% | −1,653−9.3% | Reduced |
| Legacy Edge Advisors, LLC | 16,183 | $10.8M | 1.27% | 00.0% | Unchanged |
| First International Bank of Israel Ltd. | 16,172 | $10.8M | 6.11% | +945+6.2% | Added |