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 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 16,134 | $10.7M | 0.40% | −518−3.1% | Reduced |
| Sigma Investment Counselors Inc | 16,128 | $10.7M | 0.56% | −465−2.8% | Reduced |
| RMR Wealth Builders | 16,123 | $10.7M | 0.90% | −60.0% | Reduced |
| Aegis Wealth Management LLC | 16,074 | $10.7M | 5.74% | +8,604+115.2% | Added |
| M Holdings Securities, Inc. | 16,054 | $10.7M | 2.26% | −139,871−89.7% | Reduced |
| Van Cleef Asset Management,Inc | 16,051 | $10.7M | 1.09% | 00.0% | Unchanged |
| Courier Capital LLC | 16,039 | $10.7M | 0.61% | −70−0.4% | Reduced |
| RB Capital Management, LLC | 15,966 | $10.6M | 2.22% | −332−2.0% | Reduced |
| Garrett Investment Advisors LLC | 15,952 | $10.6M | 0.87% | −62−0.4% | Reduced |
| Smartleaf Asset Management LLC | 16,003 | $10.6M | 0.66% | +13,553+553.2% | Added |
| Prism Advisors, Inc. | 15,923 | $10.6M | 2.87% | −1,586−9.1% | Reduced |
| Innova Wealth Partners | 15,848 | $10.6M | 5.70% | +8,828+125.8% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 15,750 | $10.5M | 3.88% | −12,352−44.0% | Reduced |
| Pittenger & Anderson Inc | 15,728 | $10.5M | 0.38% | +51+0.3% | Added |
| Intrua Financial, LLC | 15,720 | $10.5M | 1.23% | +3,561+29.3% | Added |
| Community Bank, N.A. | 15,709 | $10.5M | 1.27% | −85−0.5% | Reduced |
| Keystone Wealth Services, LLC | 15,702 | $10.5M | 2.28% | +382+2.5% | Added |
| Pasadena Private Wealth, LLC | 15,695 | $10.5M | 1.51% | +30.0% | Added |
| Providence Financial Advisors, LLC | 15,668 | $10.4M | 9.96% | +15,668 | New |
| Coastal Bridge Advisors, LLC | 15,658 | $10.4M | 0.79% | −1,124−6.7% | Reduced |
| Graham Capital Management, L.P. | 15,650 | $10.4M | 0.39% | −9,502−37.8% | Reduced |
| Peak Asset Management, LLC | 15,645 | $10.4M | 1.82% | −153−1.0% | Reduced |
| St. Johns Investment Management Company, LLC | 15,645 | $10.4M | 4.43% | −18−0.1% | Reduced |
| Perritt Capital Management Inc | 15,637 | $10.4M | 4.94% | −305−1.9% | Reduced |
| Advisor OS, LLC | 15,615 | $10.4M | 0.90% | −2,705−14.8% | Reduced |
| SageView Advisory Group, LLC | 15,589 | $10.4M | 0.36% | +4,752+43.8% | Added |
| Nelson Capital Management, LLC | 15,576 | $10.4M | 1.24% | −374−2.3% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 15,570 | $10.4M | 6.31% | −639−3.9% | Reduced |
| Warwick Investment Management, Inc. | 15,568 | $10.4M | 1.80% | −143−0.9% | Reduced |
| SeaCrest Wealth Management, LLC | 15,378 | $10.4M | 1.09% | −328−2.1% | Reduced |
| Cypress Wealth Services, LLC | 15,535 | $10.3M | 1.69% | −61−0.4% | Reduced |
| MGB Wealth Management, LLC | 15,531 | $10.3M | 2.92% | −782−4.8% | Reduced |
| Ackerman Asset Management, LLC | 15,456 | $10.3M | 7.37% | −452−2.8% | Reduced |
| Roundview Capital LLC | 15,446 | $10.3M | 0.65% | +543+3.6% | Added |
| Wealth Alliance | 15,410 | $10.3M | 1.06% | +366+2.4% | Added |
| Greenwood Gearhart Inc | 15,352 | $10.2M | 0.59% | +62+0.4% | Added |
| Midwestern Financial, LLC | 15,289 | $10.2M | 8.74% | +2,440+19.0% | Added |
| Jackson Square Capital, LLC | 15,287 | $10.2M | 2.22% | −479−3.0% | Reduced |
| TCI Wealth Advisors, Inc. | 15,263 | $10.2M | 0.61% | +390+2.6% | Added |
| Venturi Wealth Management, LLC | 15,238 | $10.2M | 0.47% | +300+2.0% | Added |
| Daiwa Securities Group Inc. | 15,230 | $10.1M | 0.03% | −25,896−63.0% | Reduced |
| Global Strategic Investment Solutions, LLC | 15,195 | $10.1M | 1.01% | +26+0.2% | Added |
| New Wave Wealth Advisors LLC | 15,119 | $10.1M | 3.94% | −6,336−29.5% | Reduced |
| Cypress Capital Advisors, LLC | 15,150 | $10.1M | 5.75% | −140−0.9% | Reduced |
| Valmark Advisers, Inc. | 15,138 | $10.1M | 0.13% | +14+0.1% | Added |
| Ronald Blue Trust, Inc. | 15,124 | $10.1M | 0.11% | −109−0.7% | Reduced |
| Ascent Wealth Partners, LLC | 15,117 | $10.1M | 1.17% | −2,209−12.7% | Reduced |
| Towercrest Capital Management | 15,113 | $10.1M | 1.62% | −113−0.7% | Reduced |
| Montis Financial, LLC | 15,096 | $10.1M | 2.32% | +6,120+68.2% | Added |
| Avantax Planning Partners, Inc. | 15,044 | $10.0M | 0.29% | −603−3.9% | Reduced |
| Hedeker Wealth, LLC | 15,006 | $10.0M | 2.08% | −411−2.7% | Reduced |
| Greenvale Capital LLP | 15,000 | $9.99M | 0.80% | −6,500−30.2% | Reduced |
| Wilmar Advisors LLC | 15,000 | $9.99M | 8.20% | 00.0% | Unchanged |
| Davies Financial Advisors, Inc. | 14,966 | $9.97M | 8.10% | −1,957−11.6% | Reduced |
| GenWealth Group, Inc. | 14,944 | $9.96M | 1.85% | −341−2.2% | Reduced |
| Fisher Asset Management, LLC | 14,939 | $9.95M | 0.00% | +8,789+142.9% | Added |
| Smith & Howard Wealth Management, LLC | 14,919 | $9.94M | 2.32% | 00.0% | Unchanged |
| F/M Investments LLC | 14,863 | $9.90M | 0.38% | −1,698−10.3% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 14,833 | $9.88M | 2.71% | −797−5.1% | Reduced |
| Financial Advisory Service, Inc. | 14,820 | $9.87M | 0.67% | +498+3.5% | Added |
| First American Bank | 14,813 | $9.87M | 0.62% | +335+2.3% | Added |
| Bolthouse Investments, LLC | 14,717 | $9.80M | 8.89% | +253+1.7% | Added |
| Schear Investment Advisers, LLC | 14,656 | $9.76M | 4.35% | −755−4.9% | Reduced |
| Trust Co of Vermont | 14,642 | $9.75M | 0.42% | −26−0.2% | Reduced |
| Roger Wittlin Investment Advisory, LLC | 14,637 | $9.75M | 5.42% | −2,539−14.8% | Reduced |
| Quadrant Private Wealth Management, LLC | 14,585 | $9.74M | 1.78% | +8+0.1% | Added |
| CMG Global Holdings, LLC | 14,590 | $9.70M | 4.75% | +1,296+9.7% | Added |
| Caliber Wealth Management, LLC | 14,520 | $9.67M | 1.08% | −3,465−19.3% | Reduced |
| Phillips Financial Management, LLC | 14,457 | $9.63M | 0.64% | +5,559+62.5% | Added |
| Cannon Advisors, Inc. | 14,330 | $9.63M | 6.48% | +284+2.0% | Added |
| Pinnacle Financial Group, LLC | 14,445 | $9.62M | 2.91% | −367−2.5% | Reduced |
| Citizens Business Bank | 14,428 | $9.61M | 1.60% | +70.0% | Added |
| CVFG LLC | 14,410 | $9.60M | 6.93% | +423+3.0% | Added |
| Exencial Wealth Advisors, LLC | 14,345 | $9.56M | 0.31% | −384−2.6% | Reduced |
| Legacy Trust | 14,216 | $9.47M | 1.87% | +40+0.3% | Added |
| David Loasby | 14,114 | $9.44M | 0.73% | +2,368+20.2% | Added |
| Columbia Asset Management | 14,157 | $9.43M | 1.77% | −744−5.0% | Reduced |
| Cambridge Associates LLC | 14,100 | $9.39M | 0.17% | +66+0.5% | Added |
| Canandaigua National Trust Co of Florida | 14,090 | $9.39M | 7.44% | −1,994−12.4% | Reduced |
| Goelzer Investment Management, Inc. | 14,072 | $9.37M | 0.50% | −68−0.5% | Reduced |
| EWG Elevate Inc. | 14,067 | $9.37M | 2.93% | +1,862+15.3% | Added |
| Plum Street Advisors, LLC | 14,052 | $9.36M | 3.61% | −36−0.3% | Reduced |
| Channel Wealth LLC | 14,023 | $9.34M | 2.50% | −5,356−27.6% | Reduced |
| Helen Stephens Group, LLC | 13,972 | $9.31M | 2.07% | +277+2.0% | Added |
| Vision Financial Markets LLC | 13,967 | $9.30M | 7.94% | +17+0.1% | Added |
| Procyon Private Wealth Partners, LLC | 13,962 | $9.30M | 0.55% | −562−3.9% | Reduced |
| Capital Investment Advisory Services, LLC | 13,959 | $9.30M | 0.74% | +435+3.2% | Added |
| Etesian Wealth Advisors, Inc. | 13,864 | $9.24M | 3.05% | +70+0.5% | Added |
| JTC Employer Solutions Trusteee Ltd | 13,834 | $9.22M | 0.79% | −158−1.1% | Reduced |
| Roman Butler Fullerton & Co | 13,403 | $9.21M | 2.47% | −2,323−14.8% | Reduced |
| Washington Trust Advisors, Inc. | 13,823 | $9.21M | 0.70% | +199+1.5% | Added |
| Waddell & Associates, LLC | 13,817 | $9.20M | 0.78% | −193−1.4% | Reduced |
| Westmount Partners, LLC | 13,751 | $9.19M | 2.37% | −1,043−7.1% | Reduced |
| ASB Consultores, LLC | 13,792 | $9.19M | 40.46% | −24,146−63.6% | Reduced |
| Latko Wealth Management, Ltd. | 13,762 | $9.17M | 4.65% | −308−2.2% | Reduced |
| Formulate Financial LLC | 13,738 | $9.15M | 11.35% | +13,738 | New |
| Harbor Investment Advisory, LLC | 13,739 | $9.15M | 0.76% | −635−4.4% | Reduced |
| Operose Advisors LLC | 13,719 | $9.14M | 2.28% | +847+6.6% | Added |
| Linscomb & Williams, Inc. | 13,715 | $9.14M | 0.39% | −299−2.1% | Reduced |
| Breakthru Advisory Services, LLC | 13,708 | $9.13M | 6.01% | +13,708 | New |