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 |
|---|---|---|---|---|---|
| Iron Financial, LLC | 13,705 | $9.13M | 4.37% | −240−1.7% | Reduced |
| Jupiter Wealth Management LLC | 13,689 | $9.12M | 4.31% | +151+1.1% | Added |
| Washington Capital Management Inc | 13,671 | $9.11M | 6.50% | 00.0% | Unchanged |
| Lowery Thomas, LLC | 13,648 | $9.09M | 5.25% | −1,452−9.6% | Reduced |
| Abound Wealth Management | 13,646 | $9.09M | 2.28% | +7,178+111.0% | Added |
| HBK Sorce Advisory LLC | 13,632 | $9.07M | 0.23% | +1,407+11.5% | Added |
| Carret Asset Management, LLC | 13,552 | $9.03M | 0.88% | −559−4.0% | Reduced |
| Sitrin Capital Management LLC | 13,513 | $9.03M | 4.33% | −227−1.7% | Reduced |
| Cozad Asset Management Inc | 13,547 | $9.02M | 0.72% | +176+1.3% | Added |
| Vise Technologies, Inc. | 13,517 | $9.00M | 0.34% | +4,262+46.1% | Added |
| Blueprint Investment Partners LLC | 13,495 | $8.99M | 1.26% | +429+3.3% | Added |
| NBT Bank N A | 13,495 | $8.99M | 0.59% | −644−4.6% | Reduced |
| Moody National Bank Trust Division | 13,478 | $8.98M | 0.76% | +1,028+8.3% | Added |
| Voya Investment Management LLC | 13,476 | $8.98M | 0.01% | −322−2.3% | Reduced |
| Russell Investments Group, Ltd. | 13,475 | $8.98M | 0.01% | +5,471+68.4% | Added |
| Fulcrum Equity Management | 13,469 | $8.97M | 9.09% | +2,292+20.5% | Added |
| Jackson Hole Capital Partners, LLC | 13,416 | $8.94M | 1.53% | +4,144+44.7% | Added |
| Frisco Financial Planning LLC | 13,411 | $8.93M | 7.62% | −176−1.3% | Reduced |
| Ignite Planners, LLC | 13,388 | $8.92M | 1.46% | −269−2.0% | Reduced |
| BCJ Capital Management, LLC | 13,380 | $8.91M | 0.53% | +1,830+15.8% | Added |
| Certified Advisory Corp | 13,332 | $8.88M | 0.84% | +450+3.5% | Added |
| Equity Wealth Partners, LLC | 13,323 | $8.88M | 7.20% | +13,323 | New |
| Fortress Wealth Group, LLC | 12,891 | $8.86M | 3.82% | −76−0.6% | Reduced |
| Stevens Capital Management LP | 13,255 | $8.83M | 1.17% | +12,791+2,756.7% | Added |
| Peregrine Asset Advisers, Inc. | 13,254 | $8.83M | 2.65% | +137+1.0% | Added |
| World Equity Group, Inc. | 13,226 | $8.81M | 2.00% | +539+4.2% | Added |
| ZWJ Investment Counsel Inc | 13,179 | $8.78M | 0.31% | −415−3.1% | Reduced |
| Rehmann Capital Advisory Group | 13,252 | $8.77M | 0.48% | +469+3.7% | Added |
| BFSG, LLC | 13,122 | $8.74M | 0.85% | −11,301−46.3% | Reduced |
| WBH Advisory Inc | 13,069 | $8.71M | 0.66% | +95+0.7% | Added |
| Capital Wealth Management, LLC | 13,054 | $8.70M | 3.03% | −315−2.4% | Reduced |
| Element Squared LLC | 13,007 | $8.66M | 4.94% | +13,007 | New |
| Autumn Glory Partners, LLC | 12,999 | $8.66M | 3.56% | +209+1.6% | Added |
| Glassman Wealth Services | 12,992 | $8.65M | 1.22% | −15−0.1% | Reduced |
| First City Capital Management, Inc. | 12,971 | $8.64M | 4.66% | −30.0% | Reduced |
| Brightwater Advisory LLC | 12,963 | $8.64M | 5.93% | −367−2.8% | Reduced |
| Abner Herrman & Brock LLC | 12,958 | $8.63M | 0.89% | −737−5.4% | Reduced |
| AlphaStar Capital Management, LLC | 12,933 | $8.62M | 0.74% | +202+1.6% | Added |
| Round Rock Advisors, LLC | 12,918 | $8.61M | 1.36% | +2,372+22.5% | Added |
| Regent Peak Wealth Advisors LLC | 12,876 | $8.58M | 1.72% | +12,876 | New |
| Paragon Capital Management Ltd | 12,779 | $8.51M | 1.60% | −3,861−23.2% | Reduced |
| Burns J W & Co Inc | 12,715 | $8.47M | 0.96% | +188+1.5% | Added |
| Farmers & Merchants Investments Inc | 12,706 | $8.46M | 0.24% | +182+1.5% | Added |
| Green Harvest Asset Management LLC | 12,691 | $8.45M | 0.13% | +827+7.0% | Added |
| MinichMacGregor Wealth Management, LLC | 12,688 | $8.45M | 1.65% | −4,351−25.5% | Reduced |
| West Bancorporation Inc | 12,676 | $8.44M | 4.70% | +1,430+12.7% | Added |
| American Trust | 12,658 | $8.43M | 0.71% | +90+0.7% | Added |
| Bank of New Hampshire | 12,656 | $8.43M | 1.94% | −65−0.5% | Reduced |
| Clare Market Investments LLC | 12,650 | $8.43M | 1.69% | +1,295+11.4% | Added |
| Successful Portfolios LLC | 12,608 | $8.40M | 4.90% | −1,772−12.3% | Reduced |
| Motiv8 Investments LLC | 12,605 | $8.40M | 4.47% | −282−2.2% | Reduced |
| Boston Partners | 13,160 | $8.38M | 0.01% | +13,160 | New |
| Covenant Asset Management, LLC | 12,518 | $8.34M | 1.57% | +310+2.5% | Added |
| Endeavor Private Wealth, Inc. | 12,512 | $8.34M | 2.58% | +12,143+3,290.8% | Added |
| Topsail Wealth Management, LLC | 12,510 | $8.33M | 1.41% | +92+0.7% | Added |
| Annex Advisory Services, LLC | 12,502 | $8.33M | 0.18% | −228−1.8% | Reduced |
| Charter Trust Co | 12,495 | $8.32M | 0.50% | −50−0.4% | Reduced |
| Lockerman Financial Group, Inc. | 12,489 | $8.32M | 10.49% | +1,957+18.6% | Added |
| Collective Family Office LLC | 12,487 | $8.32M | 2.00% | −651−5.0% | Reduced |
| Colorado Capital Management, Inc. | 12,442 | $8.29M | 3.21% | −1,549−11.1% | Reduced |
| Kanawha Capital Management LLC | 12,400 | $8.26M | 0.57% | −30−0.2% | Reduced |
| Lazard Asset Management LLC | 12,390 | $8.25M | 0.01% | −6,803−35.4% | Reduced |
| Verus Capital Partners, LLC | 12,384 | $8.25M | 0.64% | +1,188+10.6% | Added |
| Levin Capital Strategies, L.P. | 12,298 | $8.19M | 0.75% | +1,603+15.0% | Added |
| Sage Capital Management, LLC | 12,287 | $8.19M | 3.68% | +66+0.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 12,287 | $8.19M | 0.96% | +589+5.0% | Added |
| Quent Capital, LLC | 12,278 | $8.18M | 0.69% | −435−3.4% | Reduced |
| RFG Advisory, LLC | 12,276 | $8.18M | 0.17% | +730+6.3% | Added |
| Summit Wealth & Retirement Planning, Inc. | 12,230 | $8.15M | 2.00% | −770−5.9% | Reduced |
| Michels Family Financial, LLC | 12,226 | $8.14M | 6.34% | +642+5.5% | Added |
| Cliffwater LLC | 12,204 | $8.13M | 1.71% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 12,196 | $8.12M | 2.74% | +434+3.7% | Added |
| Vienna Asset Management LLC | 12,194 | $8.12M | 4.84% | −5,744−32.0% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 12,139 | $8.09M | 6.66% | +353+3.0% | Added |
| WestEnd Advisors, LLC | 12,130 | $8.08M | 0.19% | +1,069+9.7% | Added |
| Ameliora Wealth Management Ltd. | 12,127 | $8.08M | 2.69% | −121−1.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 12,123 | $8.08M | 0.85% | −40−0.3% | Reduced |
| Tandem Investment Partners LLC | 12,120 | $8.07M | 6.63% | −65−0.5% | Reduced |
| Redwood Park Advisors LLC | 12,100 | $8.06M | 6.00% | +197+1.7% | Added |
| Madrid Financial Services | 12,091 | $8.05M | 5.04% | −1,344−10.0% | Reduced |
| Aspire Capital Advisors LLC | 12,083 | $8.05M | 1.99% | −146−1.2% | Reduced |
| Madison Park Capital Advisors, LLC | 12,073 | $8.04M | 6.60% | +924+8.3% | Added |
| Gillespie Robinson & Grimm Inc | 12,072 | $8.04M | 0.56% | −16−0.1% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 12,048 | $8.03M | 1.40% | +49+0.4% | Added |
| Triad Wealth Partners, LLC | 12,040 | $8.02M | 1.03% | +11,244+1,412.6% | Added |
| Patten Group, Inc. | 12,007 | $8.00M | 1.56% | −10−0.1% | Reduced |
| Kettle Hill Capital Management, LLC | 11,981 | $7.98M | 1.80% | +11,981 | New |
| Cassaday & Co Wealth Management LLC | 11,977 | $7.98M | 0.18% | −550−4.4% | Reduced |
| DBK Financial Counsel, LLC | 11,974 | $7.98M | 6.71% | −70−0.6% | Reduced |
| Perennial Advisors, LLC | 11,942 | $7.96M | 1.38% | −202−1.7% | Reduced |
| Independent Advisor Alliance | 11,940 | $7.95M | 0.21% | +2,801+30.6% | Added |
| MUFG Securities Americas Inc. | 11,932 | $7.95M | 0.51% | +11,932 | New |
| Blueprint Financial Advisors LLC | 11,926 | $7.94M | 1.72% | +8,590+257.5% | Added |
| Corundum Group, Inc. | 11,920 | $7.94M | 3.26% | −748−5.9% | Reduced |
| Gratus Wealth Advisors, LLC | 11,888 | $7.92M | 1.11% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 11,875 | $7.91M | 3.35% | −67,756−85.1% | Reduced |
| Absolute Capital Management, LLC | 11,856 | $7.90M | 3.39% | +1,758+17.4% | Added |
| Guardian Partners Inc. | 11,805 | $7.89M | 0.67% | −15−0.1% | Reduced |
| Ssa Swiss Advisors AG | 11,842 | $7.87M | 3.66% | +213+1.8% | Added |
| NWF Advisory Services Inc. | 11,814 | $7.87M | 0.86% | −779−6.2% | Reduced |