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 |
|---|---|---|---|---|---|
| Novak & Powell Financial Services, Inc. | 10,239 | $6.82M | 3.59% | +19+0.2% | Added |
| Old Second National Bank of Aurora | 10,202 | $6.80M | 1.40% | −61−0.6% | Reduced |
| Creative Financial Designs Inc | 10,188 | $6.79M | 0.46% | −3,880−27.6% | Reduced |
| Amplius Wealth Advisors, LLC | 10,140 | $6.76M | 0.58% | −1,350−11.7% | Reduced |
| Iowa State Bank | 10,116 | $6.74M | 1.28% | +48+0.5% | Added |
| Smithfield Trust Co | 10,100 | $6.73M | 0.30% | −802−7.4% | Reduced |
| Global Trust Asset Management, LLC | 10,104 | $6.73M | 3.04% | +262+2.7% | Added |
| GAMMA Investing LLC | 10,102 | $6.73M | 0.37% | +1,777+21.3% | Added |
| Money Concepts Capital Corp | 10,102 | $6.73M | 0.42% | +1,452+16.8% | Added |
| Oder Investment Management, LLC | 10,086 | $6.72M | 4.82% | −116−1.1% | Reduced |
| Crews Bank & Trust | 10,072 | $6.71M | 0.98% | +23+0.2% | Added |
| FreeGulliver LLC | 10,038 | $6.69M | 3.00% | −2,035−16.9% | Reduced |
| USAdvisors Wealth Management, LLC | 10,038 | $6.69M | 2.31% | +719+7.7% | Added |
| Laird Norton Trust Company, LLC | 10,000 | $6.68M | 1.15% | 00.0% | Unchanged |
| Empowered Funds, LLC | 10,026 | $6.68M | 0.07% | +4,591+84.5% | Added |
| Litman Gregory Asset Management LLC | 10,015 | $6.67M | 0.50% | −206−2.0% | Reduced |
| Intrepid Family Office LLC | 10,000 | $6.66M | 6.02% | +10,000 | New |
| Ehrenkranz Partners L.P. | 9,965 | $6.66M | 5.84% | +9,965 | New |
| Kayne Anderson Rudnick Investment Management LLC | 9,979 | $6.65M | 0.02% | −54−0.5% | Reduced |
| Latitude Advisors, LLC | 9,979 | $6.65M | 3.03% | −119−1.2% | Reduced |
| Beta Wealth Group, Inc. | 9,974 | $6.64M | 2.62% | +4,877+95.7% | Added |
| White Pine Capital LLC | 9,941 | $6.62M | 1.90% | +25+0.3% | Added |
| Hohimer Wealth Management, LLC | 9,922 | $6.61M | 0.92% | −183−1.8% | Reduced |
| Weaver Capital Management LLC | 9,896 | $6.59M | 1.44% | −66−0.7% | Reduced |
| Stairway Partners, LLC | 9,855 | $6.57M | 0.35% | −145−1.5% | Reduced |
| Old Mission Investment Co LLC | 9,812 | $6.55M | 1.60% | +6,721+217.4% | Added |
| Sierra Capital LLC | 9,837 | $6.55M | 0.72% | −958−8.9% | Reduced |
| Sterneck Capital Management, LLC | 9,832 | $6.55M | 3.05% | +141+1.5% | Added |
| Plotkin Financial Advisors, LLC | 9,795 | $6.53M | 3.23% | +656+7.2% | Added |
| Concorde Asset Management, LLC | 9,762 | $6.52M | 2.73% | +9,762 | New |
| Signature Securities Group Corporation | 9,762 | $6.52M | 2.00% | +3,207+48.9% | Added |
| Garden State Investment Advisory Services LLC | 9,771 | $6.51M | 1.65% | +470+5.1% | Added |
| Fortitude Advisory Group L.L.C. | 9,770 | $6.51M | 3.50% | −631−6.1% | Reduced |
| Canoe Financial LP | 13,126 | $6.51M | 0.09% | +13,126 | New |
| Marks Group Wealth Management, Inc | 9,763 | $6.50M | 0.60% | −24−0.2% | Reduced |
| Legacy Wealth Management, Inc | 9,711 | $6.47M | 0.38% | −280−2.8% | Reduced |
| Morton Capital Management LLC | 9,710 | $6.47M | 1.06% | +4,628+91.1% | Added |
| Naples Global Advisors, LLC | 9,677 | $6.46M | 0.50% | −182−1.8% | Reduced |
| RWM Asset Management, LLC | 9,703 | $6.46M | 0.79% | −55−0.6% | Reduced |
| LRI Investments, LLC | 9,699 | $6.46M | 0.53% | +110+1.1% | Added |
| Bay Rivers Group | 9,696 | $6.46M | 2.72% | −10−0.1% | Reduced |
| Camarda Financial Advisors, LLC | 9,686 | $6.45M | 2.38% | −3,564−26.9% | Reduced |
| LCNB Corp | 9,671 | $6.44M | 2.25% | −20−0.2% | Reduced |
| Cypress Financial Planning LLC | 9,667 | $6.44M | 1.98% | −221−2.2% | Reduced |
| American Institute for Advanced Investment Management, LLP | 9,653 | $6.43M | 4.21% | −151−1.5% | Reduced |
| Fusion Family Wealth LLC | 9,641 | $6.42M | 0.51% | +198+2.1% | Added |
| Skopos Labs, Inc. | 10,443 | $6.42M | 0.87% | +50+0.5% | Added |
| Orca Investment Management, LLC | 9,609 | $6.40M | 5.24% | −38−0.4% | Reduced |
| Darrow Company, Inc. | 9,582 | $6.40M | 2.97% | +620+6.9% | Added |
| Foster Victor Wealth Advisors, LLC | 9,533 | $6.38M | 0.40% | +6,893+261.1% | Added |
| Stephen J. Garry & Associates, LLC | 9,573 | $6.38M | 5.09% | +156+1.7% | Added |
| First American Trust, FSB | 9,567 | $6.37M | 0.46% | −1,035−9.8% | Reduced |
| Private Capital Management, LLC | 9,562 | $6.37M | 0.59% | +78+0.8% | Added |
| Massmutual Trust Co FSB | 9,548 | $6.36M | 0.16% | +384+4.2% | Added |
| WealthPlan Investment Management, LLC | 9,539 | $6.35M | 0.42% | −486−4.8% | Reduced |
| Shared Vision Wealth Group LLC | 9,516 | $6.35M | 2.69% | +4,434+87.2% | Added |
| Nautilus Advisors LLC | 9,524 | $6.34M | 4.27% | −291−3.0% | Reduced |
| Mosaic Family Wealth Partners, LLC | 9,548 | $6.34M | 0.74% | +901+10.4% | Added |
| Fiduciary Planning LLC | 9,505 | $6.33M | 1.94% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 9,498 | $6.33M | 5.02% | +152+1.6% | Added |
| HCR Wealth Advisors | 9,454 | $6.33M | 0.66% | −322−3.3% | Reduced |
| KKM Financial LLC | 9,491 | $6.32M | 1.99% | −6,270−39.8% | Reduced |
| Kearns & Associates LLC | 9,488 | $6.32M | 3.36% | −122−1.3% | Reduced |
| Defined Wealth Management, LLC | 9,481 | $6.32M | 3.67% | −109−1.1% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,479 | $6.31M | 3.09% | +146+1.6% | Added |
| Loudon Investment Management, LLC | 9,467 | $6.31M | 3.30% | −53−0.6% | Reduced |
| Solidarilty Wealth, LLC | 9,457 | $6.30M | 1.36% | +17+0.2% | Added |
| Harvest Investment Services, LLC | 9,416 | $6.27M | 1.26% | −526−5.3% | Reduced |
| Camelot Technology Advisors, Inc. | 9,371 | $6.24M | 5.01% | −386−4.0% | Reduced |
| WealthShield Partners, LLC | 9,366 | $6.24M | 0.71% | +24+0.3% | Added |
| Allegheny Financial Group LTD | 9,361 | $6.24M | 1.17% | +1,736+22.8% | Added |
| Morris Financial Concepts, Inc. | 9,353 | $6.23M | 2.25% | +705+8.2% | Added |
| Pinnacle Bancorp, Inc. | 9,343 | $6.22M | 1.84% | −9−0.1% | Reduced |
| HORAN Wealth, LLC | 9,339 | $6.22M | 0.98% | +2,157+30.0% | Added |
| Brass Tax Wealth Management, Inc | 9,338 | $6.22M | 1.03% | +123+1.3% | Added |
| Baker Ellis Asset Management LLC | 9,334 | $6.22M | 0.77% | +2,932+45.8% | Added |
| Kraft, Davis & Associates, LLC | 9,252 | $6.22M | 1.51% | +77+0.8% | Added |
| Almanack Investment Partners, LLC. | 9,328 | $6.21M | 0.96% | +1,498+19.1% | Added |
| Genesee Capital Advisors, LLC | 9,328 | $6.21M | 2.70% | +12+0.1% | Added |
| Richards, Merrill & Peterson, Inc. | 9,324 | $6.21M | 2.68% | −269−2.8% | Reduced |
| Victory Capital Management Inc | 9,301 | $6.20M | 0.00% | +1,816+24.3% | Added |
| GSG Advisors LLC | 9,220 | $6.16M | 1.63% | −20.0% | Reduced |
| Capital Asset Advisory Services LLC | 9,236 | $6.15M | 0.27% | +912+11.0% | Added |
| Barrett & Company, Inc. | 9,229 | $6.15M | 2.11% | +484+5.5% | Added |
| Walkner Condon Financial Advisors LLC | 9,209 | $6.13M | 0.97% | −1,085−10.5% | Reduced |
| Saxon Interests, Inc. | 9,502 | $6.13M | 2.40% | −804−7.8% | Reduced |
| American National Bank | 9,193 | $6.12M | 0.60% | −79−0.9% | Reduced |
| Orin Green Financial, LLC | 9,190 | $6.12M | 2.45% | +251+2.8% | Added |
| Samalin Investment Counsel, LLC | 9,188 | $6.12M | 2.11% | +13+0.1% | Added |
| Madison Wealth Partners, Inc | 9,164 | $6.10M | 1.21% | −195−2.1% | Reduced |
| Novus Advisors, LLC | 9,153 | $6.10M | 14.00% | −463−4.8% | Reduced |
| S.A. Mason LLC | 9,134 | $6.08M | 2.69% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 9,121 | $6.07M | 0.01% | −278−3.0% | Reduced |
| Traynor Capital Management, Inc. | 9,093 | $6.06M | 0.35% | +2,639+40.9% | Added |
| Personal Cfo Solutions, LLC | 9,074 | $6.05M | 1.06% | −1,177−11.5% | Reduced |
| Marietta Wealth Management, LLC | 9,059 | $6.04M | 0.74% | −26−0.3% | Reduced |
| Red Cedar Investment Management, LLC | 9,025 | $6.01M | 0.70% | +302+3.5% | Added |
| WPWealth LLP | 9,009 | $6.00M | 0.98% | −60−0.7% | Reduced |
| Aureus Asset Management, LLC | 8,983 | $5.98M | 0.39% | −92−1.0% | Reduced |
| NVWM, LLC | 8,982 | $5.98M | 1.35% | +376+4.4% | Added |