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; 4,668 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 744,273 | $495.8M | 1.01% | −21,924−2.9% | Reduced |
| MEMBERS Trust Co | 739,447 | $492.6M | 16.20% | −5,401−0.7% | Reduced |
| Journey Strategic Wealth LLC | 733,932 | $488.9M | 13.79% | +624+0.1% | Added |
| Concentric Capital Strategies, LP | 732,854 | $488.2M | 23.32% | +70,514+10.6% | Added |
| Circle Wealth Management, LLC | 724,679 | $482.8M | 9.40% | +7,252+1.0% | Added |
| SCS Capital Management LLC | 704,458 | $469.8M | 5.12% | −19,179−2.7% | Reduced |
| MML Investors Services, LLC | 703,363 | $468.6M | 1.25% | +13,932+2.0% | Added |
| Apexium Financial, LP | 694,962 | $463.0M | 22.52% | +3,986+0.6% | Added |
| Greenfield FTC, Inc. | 682,552 | $454.7M | 89.69% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 677,661 | $448.4M | 0.68% | +7,370+1.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 661,870 | $440.9M | 1.21% | −18,522−2.7% | Reduced |
| Aequim Alternative Investments LP | 650,000 | $433.0M | 9.61% | +650,000 | New |
| Janney Montgomery Scott LLC | 645,174 | $429.8M | 1.02% | −2,091−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 638,532 | $425.4M | 11.74% | +395,672+162.9% | Added |
| Sun Life Financial INC | 634,059 | $422.4M | 21.54% | +1,910+0.3% | Added |
| Baird Financial Group, Inc. | 619,655 | $412.8M | 0.66% | −2,022−0.3% | Reduced |
| AMG National Trust Bank | 596,691 | $397.5M | 9.69% | −4,517−0.8% | Reduced |
| Private Advisor Group, LLC | 586,040 | $390.4M | 1.92% | −19,324−3.2% | Reduced |
| Great West Life Assurance Co | 579,763 | $384.8M | 0.55% | +2260.0% | Added |
| AQR Capital Management LLC | 574,133 | $382.5M | 0.25% | +175,133+43.9% | Added |
| Davis R M Inc | 559,285 | $372.6M | 6.51% | +3,460+0.6% | Added |
| Soundwatch Capital LLC | 553,662 | $368.8M | 59.15% | −11,553,243−95.4% | Reduced |
| Amundi | 548,468 | $368.4M | 0.12% | −1,373−0.2% | Reduced |
| M&T Bank Corp | 547,809 | $364.9M | 1.23% | −10,757−1.9% | Reduced |
| CIBC World Markets Inc. | 547,724 | $364.9M | 0.76% | −66,958−10.9% | Reduced |
| Daido Life Insurance Co | 544,324 | $362.6M | 52.17% | 00.0% | Unchanged |
| AlTi Global, Inc. | 538,787 | $359.7M | 8.44% | +2480.0% | Added |
| GWM Advisors LLC | 633,401 | $354.2M | 1.61% | +38,285+6.4% | Added |
| Toronto Dominion Bank | 515,306 | $343.3M | 0.67% | +425,673+474.9% | Added |
| BIP Wealth, LLC | 512,631 | $341.5M | 16.87% | −15,878−3.0% | Reduced |
| Passaic Partners LLC | 509,973 | $339.7M | 40.90% | −77,465−13.2% | Reduced |
| Hackensack Meridian Health, Inc. | 505,500 | $336.8M | 34.60% | 00.0% | Unchanged |
| HSBC Holdings PLC | 493,474 | $327.2M | 0.19% | −18,018−3.5% | Reduced |
| Mercer Global Advisors Inc | 489,536 | $320.6M | 0.54% | +489,536 | New |
| Fifth Third Bancorp | 478,063 | $318.5M | 1.02% | −9,472−1.9% | Reduced |
| Easterly Investment Partners LLC | 477,594 | $318.2M | 21.52% | +105,000+28.2% | Added |
| Catalyst Capital Advisors LLC | 467,964 | $311.7M | 6.29% | −37,091−7.3% | Reduced |
| Millburn Ridgefield Corp | 467,964 | $311.7M | 7.44% | −36,194−7.2% | Reduced |
| Kestra Advisory Services, LLC | 461,854 | $307.7M | 1.41% | +8,351+1.8% | Added |
| Synovus Financial Corp | 449,982 | $299.8M | 3.43% | +12,596+2.9% | Added |
| Itau Unibanco Holding S.A. | 448,878 | $299.0M | 10.23% | −63,323−12.4% | Reduced |
| Wealthspire Advisors, LLC | 441,443 | $294.1M | 1.54% | +7,759+1.8% | Added |
| HB Wealth Management, LLC | 441,308 | $294.0M | 2.00% | +37,254+9.2% | Added |
| Allstate Corp | 434,393 | $289.4M | 6.60% | +353,799+439.0% | Added |
| Comerica Bank | 433,918 | $289.1M | 1.09% | −50,406−10.4% | Reduced |
| Alaska Permanent Capital Management | 424,424 | $282.8M | 20.80% | −41,696−8.9% | Reduced |
| Eisler Capital Management Ltd. | 425,308 | $282.4M | 6.33% | +324,036+320.0% | Added |
| Verition Fund Management LLC | 422,569 | $281.5M | 1.61% | +91,061+27.5% | Added |
| Whittier Trust Co | 418,819 | $280.3M | 3.19% | −5,987−1.4% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 418,982 | $279.9M | 18.36% | +854+0.2% | Added |
| III Capital Management | 415,800 | $277.0M | 66.84% | +86,600+26.3% | Added |
| Thrivent Financial for Lutherans | 413,151 | $275.2M | 0.54% | −181,302−30.5% | Reduced |
| Connable Office Inc | 402,051 | $267.8M | 24.84% | +8,699+2.2% | Added |
| Pentwater Capital Management LP | 400,000 | $266.5M | 2.39% | +170,000+73.9% | Added |
| Mutual Advisors, LLC | 388,301 | $260.8M | 5.75% | −17,066−4.2% | Reduced |
| Hudson Bay Capital Management LP | 387,000 | $257.8M | 1.57% | +255,501+194.3% | Added |
| JANA Partners Management, LP | 386,637 | $257.6M | 12.47% | −126,416−24.6% | Reduced |
| Mirae Asset Securities (USA) Inc. | 382,282 | $254.7M | 11.17% | −39,350−9.3% | Reduced |
| Shulman DeMeo Asset Management LLC | 381,221 | $254.0M | 58.39% | −799−0.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 378,456 | $252.1M | 0.93% | +86,197+29.5% | Added |
| National Bank of Canada | 373,774 | $249.0M | 0.28% | −242,225−39.3% | Reduced |
| Jacobi Capital Management LLC | 371,465 | $247.5M | 15.07% | +18,331+5.2% | Added |
| TD Waterhouse Canada Inc. | 368,983 | $246.8M | 1.61% | +14,576+4.1% | Added |
| Deutsche Bank AG | 367,292 | $244.7M | 0.08% | −155,350−29.7% | Reduced |
| Sanctuary Advisors, LLC | 360,008 | $239.8M | 1.37% | +33,023+10.1% | Added |
| Brookstone Capital Management | 355,918 | $237.1M | 2.83% | +2,185+0.6% | Added |
| CWM, LLC | 353,546 | $235.5M | 0.71% | +51,294+17.0% | Added |
| Quantinno Capital Management LP | 352,459 | $234.8M | 0.64% | +79,818+29.3% | Added |
| Sand Hill Global Advisors, LLC | 348,756 | $232.3M | 8.18% | −15,622−4.3% | Reduced |
| Berkshire Money Management, Inc. | 341,214 | $227.3M | 23.40% | −2,995−0.9% | Reduced |
| Dow Chemical Co | 340,662 | $226.9M | 86.78% | 00.0% | Unchanged |
| Old Mission Capital LLC | 337,633 | $224.9M | 8.03% | −115,684−25.5% | Reduced |
| Stratos Wealth Partners, LTD. | 334,850 | $223.1M | 2.63% | −5,706−1.7% | Reduced |
| PPSC Investment Service Corp | 334,818 | $223.0M | 17.69% | +4,753+1.4% | Added |
| Trustees of Dartmouth College | 334,200 | $222.6M | 57.18% | −39,000−10.5% | Reduced |
| TD Private Client Wealth LLC | 322,250 | $214.7M | 4.84% | −22,449−6.5% | Reduced |
| BOCHK Asset Management Ltd | 322,000 | $214.5M | 56.56% | −26,500−7.6% | Reduced |
| Credit Agricole S A | 315,744 | $210.3M | 0.70% | +315,744 | New |
| Steward Partners Investment Advisory, LLC | 313,636 | $208.9M | 1.20% | +21,443+7.3% | Added |
| Juniper Hill Capital Management LP | 313,185 | $208.6M | 49.36% | −15,518−4.7% | Reduced |
| Old National Bancorp | 312,812 | $208.4M | 3.56% | −1,043−0.3% | Reduced |
| NorthRock Partners, LLC | 304,545 | $202.9M | 3.67% | −15,583−4.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 301,873 | $201.1M | 7.41% | +2,365+0.8% | Added |
| Benjamin Joseph Floyd Dba Floyd Capital Management | 301,716 | $201.0M | 100.00% | +75,492+33.4% | Added |
| Miller Investment Management, LP | 299,673 | $199.6M | 20.06% | −15,564−4.9% | Reduced |
| Peavine Capital, LLC | 299,246 | $199.4M | 41.16% | −10,104−3.3% | Reduced |
| Keybank National Association | 296,446 | $197.5M | 0.69% | −7,961−2.6% | Reduced |
| ING Groep NV | 296,138 | $197.3M | 1.07% | 00.0% | Unchanged |
| CV Advisors LLC | 295,858 | $197.1M | 54.60% | +5,603+1.9% | Added |
| Huntington National Bank | – | $196.5M | 1.20% | – | – |
| Granger Management LLC | 287,540 | $192.1M | 56.06% | −39,800−12.2% | Reduced |
| APCM Wealth Management for Individuals | 284,245 | $189.4M | 24.77% | −13,601−4.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 281,717 | $187.8M | 5.67% | +189,684+206.1% | Added |
| Sageworth Trust Co | 277,775 | $185.0M | 8.62% | +579+0.2% | Added |
| Calamos Advisors LLC | 277,016 | $184.5M | 0.75% | +76,890+38.4% | Added |
| Equitable Holdings, Inc. | 276,747 | $184.4M | 1.36% | +9,459+3.5% | Added |
| Pacific Capital Wealth Advisors, Inc | 276,325 | $184.1M | 31.85% | −13,710−4.7% | Reduced |
| Belvedere Trading LLC | 274,357 | $182.8M | 14.68% | +168,940+160.3% | Added |
| Simon Quick Advisors, LLC | 272,917 | $181.8M | 8.22% | +6,458+2.4% | Added |
| Petrus Trust Company, LTA | 272,819 | $181.7M | 19.91% | +55,479+25.5% | Added |