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 |
|---|---|---|---|---|---|
| Libra Wealth LLC | 6,678 | $4.45M | 1.34% | −321−4.6% | Reduced |
| NFP Retirement, Inc. | 6,677 | $4.45M | 0.28% | −1,062−13.7% | Reduced |
| Tableaux LLC | 6,669 | $4.44M | 1.78% | +3,207+92.6% | Added |
| FSM Wealth Advisors, LLC | 6,668 | $4.44M | 0.63% | +373+5.9% | Added |
| SeaBridge Investment Advisors LLC | 6,655 | $4.43M | 0.72% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 6,641 | $4.42M | 0.24% | +45+0.7% | Added |
| Ridgecrest Wealth Partners, LLC | 6,634 | $4.42M | 2.00% | −270−3.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 6,634 | $4.42M | 0.96% | +5,641+568.1% | Added |
| Bennett Selby Investments LP | 6,627 | $4.41M | 1.46% | +30.0% | Added |
| Insight Wealth Strategies, LLC | 6,620 | $4.41M | 0.52% | −45−0.7% | Reduced |
| Semus Wealth Partners LLC | 6,618 | $4.41M | 2.50% | −131−1.9% | Reduced |
| ARS Wealth Advisors Group, LLC | 6,615 | $4.41M | 0.44% | +3,096+88.0% | Added |
| Semitam Bonam LLC | 6,613 | $4.41M | 3.94% | −96−1.4% | Reduced |
| Enclave Advisors LLC | 6,608 | $4.40M | 0.67% | +10+0.2% | Added |
| Home Federal Bank of Tennessee | 6,602 | $4.40M | 1.18% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 6,602 | $4.40M | 0.65% | +10.0% | Added |
| Sunesis Advisors, LLC | 6,593 | $4.39M | 2.05% | +6,593 | New |
| Keebeck Wealth Management, LLC | 6,566 | $4.39M | 0.52% | −10.0% | Reduced |
| Metlife Inc | 6,576 | $4.38M | 39.41% | +16+0.2% | Added |
| Griffith & Werner, Inc. | 6,424 | $4.38M | 2.27% | +6,424 | New |
| Brookwood Investment Group LLC | 6,559 | $4.37M | 0.56% | −3,715−36.2% | Reduced |
| Pacitti Group Inc. | 6,540 | $4.37M | 1.69% | −144−2.2% | Reduced |
| Howard Wealth Management, LLC | 6,549 | $4.36M | 2.01% | +10.0% | Added |
| Thoroughbred Financial Services, LLC | 6,538 | $4.36M | 0.27% | −205−3.0% | Reduced |
| Juncture Wealth Strategies, LLC | 6,509 | $4.34M | 1.45% | −146−2.2% | Reduced |
| American State Bank (Iowa) | 6,497 | $4.33M | 2.21% | +17+0.3% | Added |
| Investmark Advisory Group LLC | 6,490 | $4.32M | 1.88% | −64−1.0% | Reduced |
| Eagle Global Advisors LLC | 6,485 | $4.32M | 0.17% | −68−1.0% | Reduced |
| Element Wealth, LLC | 6,481 | $4.32M | 1.88% | −1,897−22.6% | Reduced |
| AXS Investments LLC | 6,700 | $4.29M | 1.35% | +6,700 | New |
| Wealth Watch Advisors, INC | 6,441 | $4.29M | 1.77% | +5,064+367.8% | Added |
| Everett Harris & Co | 6,436 | $4.29M | 0.05% | +37+0.6% | Added |
| North Capital, Inc. | 6,436 | $4.29M | 3.32% | +6+0.1% | Added |
| First Interstate Bank | 6,432 | $4.28M | 0.24% | +83+1.3% | Added |
| Fragasso Group Inc. | 6,385 | $4.27M | 0.27% | +75+1.2% | Added |
| Sterling Financial Group, Inc. | 6,413 | $4.27M | 1.35% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 6,412 | $4.27M | 0.51% | 00.0% | Unchanged |
| Mirabaud & Cie SA | 6,411 | $4.27M | 1.36% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 6,407 | $4.27M | 0.99% | +34+0.5% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 6,403 | $4.27M | 1.32% | +456+7.7% | Added |
| Alamea Verwaltungs GmbH | 6,401 | $4.26M | 2.91% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 6,386 | $4.25M | 0.47% | +92+1.5% | Added |
| Jaffetilchin Investment Partners, LLC | 6,376 | $4.25M | 0.25% | +8+0.1% | Added |
| Moss Adams Wealth Advisors LLC | 6,355 | $4.24M | 0.33% | +2,383+60.0% | Added |
| Mayport, LLC | 6,365 | $4.24M | 0.92% | +222+3.6% | Added |
| ZRC Wealth Management, LLC | 6,365 | $4.24M | 1.53% | −25−0.4% | Reduced |
| Drucker Wealth 3.0, LLC | 6,354 | $4.23M | 0.75% | −282−4.2% | Reduced |
| Stonebridge Financial Group, LLC | 6,343 | $4.23M | 0.37% | +62+1.0% | Added |
| Boston Trust Walden Corp | 6,318 | $4.21M | 0.03% | 00.0% | Unchanged |
| Stephenson & Company, Inc. | 6,308 | $4.20M | 2.41% | +20.0% | Added |
| First United Bank Trust | 6,307 | $4.20M | 1.36% | −30−0.5% | Reduced |
| Orgel Wealth Management, LLC | 6,299 | $4.20M | 0.10% | −352−5.3% | Reduced |
| M3 Advisory Group, LLC | 6,264 | $4.17M | 2.60% | +177+2.9% | Added |
| Tillman Hartley LLC | 6,261 | $4.17M | 1.08% | +520+9.1% | Added |
| BCM Advisors, LLC | 6,068 | $4.17M | 0.84% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 6,254 | $4.17M | 0.20% | −166−2.6% | Reduced |
| Councilmark Asset Management, LLC | 6,245 | $4.16M | 2.39% | 00.0% | Unchanged |
| Farmers National Bank | 6,244 | $4.16M | 0.99% | −59−0.9% | Reduced |
| Park National Corp | 6,243 | $4.16M | 0.13% | −250−3.9% | Reduced |
| Tanglewood Legacy Advisors, LLC | 6,241 | $4.16M | 1.61% | +27+0.4% | Added |
| Colonial Trust Co | 6,239 | $4.16M | 0.56% | −20−0.3% | Reduced |
| Luminvest Wealth Management LLC | 6,232 | $4.15M | 1.35% | −1,874−23.1% | Reduced |
| Forza Wealth Management, LLC | 6,229 | $4.15M | 1.59% | +61+1.0% | Added |
| Dunhill Financial, LLC | 6,227 | $4.15M | 1.08% | −1,809−22.5% | Reduced |
| Willis Johnson & Associates, Inc. | 6,219 | $4.14M | 0.26% | +465+8.1% | Added |
| D. Scott Neal, Inc. | 6,211 | $4.14M | 1.91% | −710−10.3% | Reduced |
| Pullen Investment Management, LLC | 6,165 | $4.11M | 2.22% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 6,110 | $4.08M | 0.41% | +675+12.4% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 6,121 | $4.08M | 4.74% | +762+14.2% | Added |
| Sage Financial Group Inc | 6,118 | $4.08M | 0.28% | −56−0.9% | Reduced |
| F&V Capital Management, LLC | 6,116 | $4.07M | 0.91% | +103+1.7% | Added |
| Werba Rubin Papier Wealth Management | 6,113 | $4.07M | 0.66% | +1,307+27.2% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 6,111 | $4.07M | 0.73% | +60+1.0% | Added |
| Univest Financial Corp | 6,110 | $4.07M | 0.23% | +134+2.2% | Added |
| Affiance Financial, LLC | 6,108 | $4.07M | 0.74% | −126−2.0% | Reduced |
| Capital Insight Partners, LLC | 6,104 | $4.07M | 0.67% | +44+0.7% | Added |
| Koss-Olinger Consulting, LLC | 6,578 | $4.06M | 0.34% | −50−0.8% | Reduced |
| Zions Bancorporation, National Association | 6,094 | $4.06M | 0.20% | −625−9.3% | Reduced |
| Invst, LLC | 6,080 | $4.05M | 0.46% | −68−1.1% | Reduced |
| Cove Private Wealth, LLC | 6,073 | $4.05M | 1.28% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 6,070 | $4.04M | 2.59% | −234−3.7% | Reduced |
| Kelman-Lazarov, Inc. | 6,068 | $4.04M | 0.60% | +339+5.9% | Added |
| Holistic Planning, LLC | 6,064 | $4.04M | 1.06% | −245−3.9% | Reduced |
| North Star Asset Management Inc | 6,049 | $4.03M | 0.16% | +30+0.5% | Added |
| PDS Planning, Inc | 6,048 | $4.03M | 0.28% | −63−1.0% | Reduced |
| Braun Stacey Associates Inc | 6,047 | $4.03M | 0.13% | −355−5.5% | Reduced |
| Silvant Capital Management LLC | 6,045 | $4.03M | 0.14% | 00.0% | Unchanged |
| Menora Mivtachim Holdings Ltd. | 6,040 | $4.02M | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 6,038 | $4.02M | 0.30% | −36−0.6% | Reduced |
| Essex LLC | 6,020 | $4.01M | 0.73% | +27+0.5% | Added |
| Horizon Investment Services, LLC | 6,017 | $4.01M | 1.51% | +92+1.6% | Added |
| Lockheed Martin Investment Management Co | 6,000 | $4.00M | 0.15% | −14,000−70.0% | Reduced |
| LOM Asset Management Ltd | 5,980 | $3.98M | 1.22% | −227−3.7% | Reduced |
| K.J. Harrison & Partners Inc | 5,950 | $3.98M | 0.57% | +120+2.1% | Added |
| Wynn Capital, LLC | 5,976 | $3.98M | 1.93% | −25−0.4% | Reduced |
| Security Financial Services, INC. | 5,975 | $3.98M | 0.64% | −182−3.0% | Reduced |
| Cahill Financial Advisors Inc | 5,964 | $3.97M | 0.45% | −443−6.9% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,950 | $3.96M | 0.64% | −54−0.9% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 5,949 | $3.96M | 1.25% | +71+1.2% | Added |
| Gold Investment Management Ltd. | 5,945 | $3.96M | 1.33% | +93+1.6% | Added |