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 |
|---|---|---|---|---|---|
| Fogel Capital Management, Inc. | 8,976 | $5.98M | 2.77% | +40.0% | Added |
| Colony Family Offices, LLC | 8,950 | $5.98M | 1.55% | −3,258−26.7% | Reduced |
| Redwood Investment Management, LLC | 9,120 | $5.98M | 0.65% | −2,905−24.2% | Reduced |
| Leverty Financial Group, LLC | 8,942 | $5.96M | 1.55% | −185−2.0% | Reduced |
| JDM Financial Group LLC | 8,932 | $5.95M | 2.49% | −386−4.1% | Reduced |
| Parker Investment Management, LLC | 8,908 | $5.93M | 0.81% | −277−3.0% | Reduced |
| Atlas Brown,Inc. | 8,904 | $5.93M | 1.75% | +48+0.5% | Added |
| Atlas Legacy Advisors, LLC | 8,889 | $5.92M | 1.14% | +240+2.8% | Added |
| Onyx Bridge Wealth Group LLC | 8,888 | $5.92M | 0.64% | +1,292+17.0% | Added |
| Vista Capital Partners, Inc. | 8,885 | $5.92M | 0.60% | −219−2.4% | Reduced |
| First Financial Bankshares Inc | 8,884 | $5.92M | 0.12% | −15−0.2% | Reduced |
| Private Wealth Partners, LLC | 8,830 | $5.88M | 0.42% | −261−2.9% | Reduced |
| Waters Parkerson & Co., LLC | 8,829 | $5.88M | 0.29% | +3,493+65.5% | Added |
| Nuveen, LLC | 9,317 | $5.88M | 0.00% | +2,600+38.7% | Added |
| Arkansas Financial Group, Inc. | 8,814 | $5.87M | 0.86% | −377−4.1% | Reduced |
| Arrowroot Family Office, LLC | 8,796 | $5.86M | 2.34% | −1,815−17.1% | Reduced |
| SOL Capital Management CO | 8,787 | $5.85M | 0.52% | −80−0.9% | Reduced |
| Sterling Capital Management LLC | 8,785 | $5.85M | 0.09% | 00.0% | Unchanged |
| Siligmueller & Norvid Wealth Advisors LLC | 9,396 | $5.85M | 2.63% | +5,024+114.9% | Added |
| Omnia Family Wealth, LLC | 8,754 | $5.85M | 1.90% | −78−0.9% | Reduced |
| Goldstone Financial Group, LLC | 8,758 | $5.83M | 0.69% | +250+2.9% | Added |
| Sage Rhino Capital LLC | 8,732 | $5.82M | 1.12% | +16+0.2% | Added |
| Woodstock Corp | 8,709 | $5.80M | 0.50% | +356+4.3% | Added |
| Central Valley Advisors, LLC | 8,688 | $5.79M | 1.79% | −674−7.2% | Reduced |
| Breakwater Investment Management | 8,665 | $5.77M | 2.13% | 00.0% | Unchanged |
| Coordinated Financial Services, Inc. | 8,641 | $5.76M | 3.69% | −552−6.0% | Reduced |
| MTM Investment Management, LLC | 8,631 | $5.75M | 1.83% | +38+0.4% | Added |
| Vestmark Advisory Solutions, Inc. | 8,596 | $5.73M | 0.11% | −74,539−89.7% | Reduced |
| Sightline Wealth Advisors, LLC | 8,564 | $5.70M | 2.58% | −54−0.6% | Reduced |
| Journey Advisory Group, LLC | 8,560 | $5.70M | 0.42% | −58−0.7% | Reduced |
| Tompkins Financial Corp | 8,544 | $5.69M | 0.48% | −209−2.4% | Reduced |
| Abacus Wealth Partners, LLC | 8,543 | $5.69M | 0.82% | +551+6.9% | Added |
| Fullerton Fund Management Co Ltd. | 8,532 | $5.68M | 0.22% | +1,650+24.0% | Added |
| Baron Wealth Management LLC | 8,525 | $5.68M | 1.88% | −131−1.5% | Reduced |
| W Advisors, LLC | 8,525 | $5.68M | 2.99% | −29−0.3% | Reduced |
| Chapin Davis, Inc. | 8,492 | $5.66M | 1.39% | +454+5.6% | Added |
| ForthRight Wealth Management, LLC | 8,490 | $5.66M | 1.64% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 8,511 | $5.65M | 0.61% | −12,786−60.0% | Reduced |
| LJI Wealth Management, LLC | 8,467 | $5.64M | 0.99% | −543−6.0% | Reduced |
| Tilson Financial Group, Inc. | 8,465 | $5.64M | 1.85% | −234−2.7% | Reduced |
| Greenup Street Wealth Management LLC | 8,456 | $5.63M | 0.87% | +131+1.6% | Added |
| Park Capital Management, LLC | 8,430 | $5.62M | 4.49% | +2,250+36.4% | Added |
| Bellwether Advisors, LLC | 8,424 | $5.61M | 0.93% | +20.0% | Added |
| Cambria Investment Management, L.P. | 8,418 | $5.61M | 0.34% | +5,222+163.4% | Added |
| Castle Rock Wealth Management, LLC | 8,354 | $5.59M | 1.23% | −177−2.1% | Reduced |
| American Alpha Advisors, LLC | 8,356 | $5.57M | 4.02% | −263−3.1% | Reduced |
| VanderPol Investments L.L.C. | 8,200 | $5.55M | 10.79% | +1,400+20.6% | Added |
| Northeast Investment Management | 8,320 | $5.54M | 0.22% | −48−0.6% | Reduced |
| Legacy Financial Strategies, LLC | 8,282 | $5.52M | 1.00% | −1,159−12.3% | Reduced |
| Full Sail Capital, LLC | 8,248 | $5.49M | 0.30% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 8,223 | $5.48M | 0.38% | −30−0.4% | Reduced |
| Wimmer Associates 1, LLC | 8,213 | $5.47M | 2.63% | −645−7.3% | Reduced |
| Laraway Financial Inc | 8,162 | $5.44M | 3.71% | −16−0.2% | Reduced |
| Abel Hall, LLC | 8,148 | $5.43M | 2.19% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 8,148 | $5.43M | 0.27% | +237+3.0% | Added |
| B & T Capital Management DBA Alpha Capital Management | 8,134 | $5.42M | 0.86% | +27+0.3% | Added |
| Syntax Research, Inc. | 8,120 | $5.41M | 3.48% | −20.0% | Reduced |
| NWK Group, Inc. | 8,092 | $5.39M | 1.83% | −266−3.2% | Reduced |
| Richmond Investment Services, LLC | 8,086 | $5.39M | 1.00% | −181−2.2% | Reduced |
| Anchor Investment Management, LLC | 8,064 | $5.37M | 0.45% | +20+0.2% | Added |
| Windsor Capital Management, LLC | 8,061 | $5.37M | 1.48% | −363−4.3% | Reduced |
| WorthPointe, LLC | 8,057 | $5.37M | 2.01% | −275−3.3% | Reduced |
| Acropolis Investment Management, LLC | 8,687 | $5.37M | 0.27% | +2,943+51.2% | Added |
| Rialto Wealth Management, LLC | 8,037 | $5.35M | 1.38% | +10.0% | Added |
| Tower View Investment Management & Research LLC | 7,986 | $5.32M | 2.75% | −157−1.9% | Reduced |
| BHK Investment Advisors, LLC | 7,954 | $5.30M | 1.98% | +250+3.2% | Added |
| Platform Technology Partners | 7,953 | $5.30M | 1.27% | +1,157+17.0% | Added |
| Jackson Wealth Management, LLC | 7,951 | $5.30M | 0.53% | +159+2.0% | Added |
| Clientfirst Wealth Management, LLC | 7,950 | $5.30M | 4.24% | 00.0% | Unchanged |
| Fischer Investment Strategies, LLC | 7,937 | $5.29M | 3.17% | −1,783−18.3% | Reduced |
| Pacific Financial Group Inc | 7,930 | $5.28M | 3.91% | −145−1.8% | Reduced |
| Amussen Hunsaker Associates LLC | 7,906 | $5.27M | 0.55% | −304−3.7% | Reduced |
| Cohen Capital Management, Inc. | 7,901 | $5.26M | 0.82% | +20.0% | Added |
| Pines Wealth Management, LLC | 7,885 | $5.25M | 1.77% | +289+3.8% | Added |
| Inspire Trust Co, N.A. | 7,871 | $5.24M | 0.95% | −107−1.3% | Reduced |
| Rossmore Private Capital | 7,834 | $5.22M | 0.56% | +5+0.1% | Added |
| McDonald Partners LLC | 7,822 | $5.21M | 1.56% | +42+0.5% | Added |
| Continuum Advisory, LLC | 7,794 | $5.19M | 0.55% | +799+11.4% | Added |
| Aldebaran Financial Inc. | 7,786 | $5.19M | 5.19% | +148+1.9% | Added |
| Jump Financial, LLC | 7,780 | $5.18M | 0.07% | +7,780 | New |
| Long Run Wealth Advisors, LLC | 7,770 | $5.18M | 1.02% | +71+0.9% | Added |
| Deltec Asset Management LLC | 7,755 | $5.17M | 0.85% | −543−6.5% | Reduced |
| MidWestOne Financial Group, Inc. | 7,753 | $5.16M | 0.63% | −67−0.9% | Reduced |
| Fiduciary Wealth Partners, LLC | 7,733 | $5.15M | 2.16% | +6,478+516.2% | Added |
| Simplicity Wealth,LLC | 7,733 | $5.15M | 0.30% | −3,358−30.3% | Reduced |
| ELCO Management Co., LLC | 7,725 | $5.15M | 2.68% | −20.0% | Reduced |
| Little House Capital LLC | 7,724 | $5.15M | 1.18% | +54+0.7% | Added |
| Options Solutions, LLC | 7,723 | $5.14M | 3.89% | +150+2.0% | Added |
| Oribel Capital Management, LP | 7,700 | $5.13M | 0.60% | 00.0% | Unchanged |
| Rebalance, LLC | 7,700 | $5.13M | 0.31% | −205−2.6% | Reduced |
| RKL Wealth Management LLC | 7,682 | $5.12M | 0.44% | −216−2.7% | Reduced |
| Revolve Wealth Partners, LLC | 7,652 | $5.10M | 0.61% | −71−0.9% | Reduced |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 7,654 | $5.10M | 14.45% | 00.0% | Unchanged |
| XML Financial, LLC | 7,648 | $5.09M | 0.41% | +322+4.4% | Added |
| Liberty Square Wealth Partners LLC | 7,634 | $5.09M | 1.57% | +377+5.2% | Added |
| Evernest Financial Advisors, LLC | 7,611 | $5.07M | 1.42% | −63−0.8% | Reduced |
| Capital Analysts, LLC | 7,596 | $5.06M | 0.15% | −2,846−27.3% | Reduced |
| McAdam, LLC | 7,591 | $5.06M | 0.25% | +44+0.6% | Added |
| Heritage Investment Group, Inc. | 7,587 | $5.05M | 0.81% | −6−0.1% | Reduced |
| Chesapeake Wealth Management | 7,541 | $5.02M | 1.53% | +241+3.3% | Added |