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 |
|---|---|---|---|---|---|
| M.D. Sass Investors Services, Inc. | 11,800 | $7.86M | 0.64% | −990−7.7% | Reduced |
| Clear Street Group Inc. | 11,787 | $7.85M | 0.04% | +11,787 | New |
| Veracity Capital LLC | 11,766 | $7.84M | 2.52% | −684−5.5% | Reduced |
| JustInvest LLC | 11,738 | $7.84M | 0.08% | +3,257+38.4% | Added |
| Elyxium Wealth, LLC | 11,764 | $7.84M | 2.73% | +671+6.0% | Added |
| Botty Investors LLC | 11,719 | $7.83M | 2.15% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 11,747 | $7.83M | 1.23% | −676−5.4% | Reduced |
| Synergy Financial Management, LLC | 12,225 | $7.82M | 0.28% | +8,921+270.0% | Added |
| GWN Securities Inc. | 11,655 | $7.82M | 1.81% | −11,587−49.9% | Reduced |
| Corsicana & Co. | 11,728 | $7.81M | 4.39% | +11,728 | New |
| Warner Group LLC | 11,723 | $7.81M | 5.38% | +11,723 | New |
| Surience Private Wealth LLC | 11,705 | $7.80M | 7.38% | −8,812−42.9% | Reduced |
| Leo Wealth, LLC | 11,692 | $7.79M | 1.01% | −2,058−15.0% | Reduced |
| KFA Private Wealth Group, LLC | 11,677 | $7.78M | 2.22% | −251−2.1% | Reduced |
| Coastwise Capital Group, LLC | 11,667 | $7.77M | 5.47% | +1,648+16.4% | Added |
| Well Done, LLC | 11,661 | $7.77M | 1.32% | +2,514+27.5% | Added |
| Providence First Trust Co | 11,604 | $7.73M | 2.68% | +117+1.0% | Added |
| Bragg Financial Advisors, Inc | 11,601 | $7.73M | 0.26% | −47−0.4% | Reduced |
| Vishria Bird Financial Group, LLC | 11,576 | $7.71M | 1.51% | 00.0% | Unchanged |
| J. Goldman & Co LP | 11,570 | $7.71M | 0.29% | −2,151−15.7% | Reduced |
| New Age Alpha Advisors, LLC | 11,543 | $7.69M | 0.32% | −744−6.1% | Reduced |
| Annandale Capital, LLC | 11,535 | $7.68M | 1.34% | −1,127−8.9% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 11,517 | $7.67M | 0.38% | −76−0.7% | Reduced |
| Oak Thistle LLC | 11,503 | $7.66M | 1.17% | +11,503 | New |
| Truepoint, Inc. | 11,469 | $7.64M | 0.18% | −76−0.7% | Reduced |
| Asset Dedication, LLC | 11,455 | $7.63M | 0.51% | +252+2.2% | Added |
| Schneider Downs Wealth Management Advisors, LP | 11,441 | $7.62M | 0.90% | −111−1.0% | Reduced |
| Market Street Wealth Management Advisors LLC | 11,417 | $7.61M | 1.21% | +36+0.3% | Added |
| Garde Capital, Inc. | 11,413 | $7.60M | 0.38% | +1,578+16.0% | Added |
| Port Capital LLC | 11,392 | $7.59M | 0.32% | −27−0.2% | Reduced |
| OmniStar Financial Group, Inc. | 11,350 | $7.56M | 4.58% | +643+6.0% | Added |
| Q3 Asset Management | 11,320 | $7.54M | 2.58% | +2,867+33.9% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 11,308 | $7.53M | 2.76% | +78+0.7% | Added |
| Petros Family Wealth, LLC | 11,304 | $7.53M | 6.31% | +49+0.4% | Added |
| JFG Wealth Management, LLC | 11,297 | $7.53M | 1.47% | +11+0.1% | Added |
| Checchi Capital Advisers, LLC | 11,293 | $7.52M | 0.52% | −15−0.1% | Reduced |
| Invenio Wealth Partners LLC | 11,279 | $7.51M | 2.73% | −350−3.0% | Reduced |
| Paradigm Financial Partners, LLC | 11,276 | $7.51M | 0.77% | −163−1.4% | Reduced |
| Nvest Financial, LLC | 11,263 | $7.50M | 4.31% | −3,533−23.9% | Reduced |
| Millington Financial Advisors, LLC | 11,288 | $7.48M | 3.63% | −11−0.1% | Reduced |
| BTC Capital Management, Inc. | 11,227 | $7.48M | 0.52% | 00.0% | Unchanged |
| Balentine LLC | 11,227 | $7.48M | 0.28% | +9,057+417.4% | Added |
| Alta Wealth Advisors LLC | 11,216 | $7.47M | 2.68% | +262+2.4% | Added |
| Significant Wealth Partners LLC | 11,213 | $7.47M | 3.65% | +2,150+23.7% | Added |
| XY Planning Network, Inc. | 12,078 | $7.46M | 2.54% | 00.0% | Unchanged |
| Centennial Bank | 11,179 | $7.45M | 2.93% | −25−0.2% | Reduced |
| Ashford Capital Management Inc | 11,169 | $7.44M | 0.83% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 11,139 | $7.42M | 0.94% | +5,439+95.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 11,020 | $7.40M | 0.06% | −45−0.4% | Reduced |
| ASR Vermogensbeheer N.V. | 11,025 | $7.35M | 0.09% | +8,562+347.6% | Added |
| Herbst Group, LLC | 11,021 | $7.34M | 4.56% | +668+6.5% | Added |
| Intact Investment Management Inc. | 10,985 | $7.32M | 0.22% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 10,955 | $7.30M | 1.76% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 10,941 | $7.29M | 0.76% | +1,636+17.6% | Added |
| Oliver Luxxe Assets LLC | 10,938 | $7.29M | 1.15% | −391−3.5% | Reduced |
| Strategy Asset Managers LLC | 10,923 | $7.28M | 1.31% | −1,389−11.3% | Reduced |
| Drexel Morgan & Co. | 10,911 | $7.27M | 1.14% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 10,898 | $7.26M | 1.64% | −184−1.7% | Reduced |
| One Day In July LLC | 10,892 | $7.26M | 0.61% | +113+1.0% | Added |
| Joseph P. Lucia & Associates, LLC | 10,822 | $7.21M | 2.72% | +137+1.3% | Added |
| Legacy Capital Wealth Partners, LLC | 61,969 | $7.19M | 1.56% | −1,045−1.7% | Reduced |
| Nemes Rush Group LLC | 10,783 | $7.18M | 0.71% | +426+4.1% | Added |
| Prevail Innovative Wealth Advisors, LLC | 10,759 | $7.17M | 1.39% | +774+7.8% | Added |
| Maseco LLP | 10,709 | $7.13M | 0.35% | −1,351−11.2% | Reduced |
| Wick Capital Partners, LLC | 10,706 | $7.13M | 1.70% | +10,287+2,455.1% | Added |
| Bulltick Wealth Management, LLC | 10,662 | $7.12M | 1.68% | −23,718−69.0% | Reduced |
| Meritage Portfolio Management | 10,690 | $7.12M | 0.47% | −367−3.3% | Reduced |
| Founders Capital Management | 10,647 | $7.09M | 3.76% | −11−0.1% | Reduced |
| Solano Wealth Investment Advisors LLC | 10,631 | $7.08M | 3.42% | −112−1.0% | Reduced |
| Florida Financial Advisors, LLC | 10,629 | $7.08M | 2.19% | −1,968−15.6% | Reduced |
| Pallas Capital Advisors LLC | 10,629 | $7.08M | 0.26% | −349−3.2% | Reduced |
| Monticello Wealth Management, LLC | 10,609 | $7.07M | 0.48% | +2,739+34.8% | Added |
| Shoker Investment Counsel, Inc. | 10,607 | $7.07M | 2.09% | +93+0.9% | Added |
| Founders Financial Alliance, LLC | 10,607 | $7.07M | 1.33% | +103+1.0% | Added |
| Tempus Wealth Planning, LLC | 10,607 | $7.07M | 1.62% | −462−4.2% | Reduced |
| Bridges Investment Management Inc | 10,595 | $7.06M | 0.09% | +6,152+138.5% | Added |
| MGO Private Wealth, LLC | 10,591 | $7.06M | 4.23% | −278−2.6% | Reduced |
| Dale Q Rice Investment Management Ltd | 10,509 | $7.05M | 4.98% | +48+0.5% | Added |
| Two Sigma Securities, LLC | 10,583 | $7.05M | 1.04% | −2,649−20.0% | Reduced |
| Marshall Investment Management, LLC | 10,583 | $7.05M | 3.73% | +7,588+253.4% | Added |
| TL Private Wealth | 10,631 | $7.05M | 2.83% | −287−2.6% | Reduced |
| Triumph Capital Management | 10,577 | $7.05M | 1.90% | −4,177−28.3% | Reduced |
| Hoxton Planning & Management, LLC | 10,540 | $7.02M | 2.26% | +1,676+18.9% | Added |
| New Republic Capital, LLC | 10,525 | $7.01M | 2.15% | +760+7.8% | Added |
| Guyasuta Investment Advisors Inc | 10,485 | $6.98M | 0.40% | +38+0.4% | Added |
| Ellenbecker Investment Group | 10,477 | $6.98M | 1.03% | +58+0.6% | Added |
| Convergence Financial, LLC | 10,477 | $6.98M | 1.05% | +45+0.4% | Added |
| Armbruster Capital Management, Inc. | 10,470 | $6.97M | 1.19% | −80−0.8% | Reduced |
| Ibex Wealth Advisors | 10,463 | $6.97M | 0.67% | −905−8.0% | Reduced |
| Guidance Point Advisors, LLC | 10,431 | $6.95M | 1.68% | −639−5.8% | Reduced |
| Polymer Capital Management (HK) LTD | 10,429 | $6.95M | 0.97% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 10,388 | $6.94M | 1.15% | −16,049−60.7% | Reduced |
| Ascent Group, LLC | 10,420 | $6.94M | 0.25% | −7,575−42.1% | Reduced |
| TruNorth Capital Management, LLC | 10,363 | $6.90M | 1.37% | −23−0.2% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 10,354 | $6.90M | 0.47% | +50+0.5% | Added |
| Lighthouse Investment Partners, LLC | 10,347 | $6.89M | 0.25% | −2,004−16.2% | Reduced |
| OneAscent Financial Services LLC | 10,336 | $6.89M | 0.46% | +719+7.5% | Added |
| Peoples Bank | 10,325 | $6.88M | 4.23% | −147−1.4% | Reduced |
| Howe & Rusling Inc | 10,258 | $6.83M | 0.47% | −455−4.2% | Reduced |
| Sharper & Granite LLC | 10,248 | $6.83M | 2.45% | +57+0.6% | Added |