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 |
|---|---|---|---|---|---|
| Sowell Financial Services LLC | 77,205 | $51.4M | 1.97% | −2,195−2.8% | Reduced |
| Bryn Mawr Trust Co | 77,082 | $51.4M | 1.24% | −24,135−23.8% | Reduced |
| Fifth Third Securities, Inc. | 76,873 | $51.2M | 3.50% | +1,800+2.4% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 76,800 | $51.2M | 3.89% | 00.0% | Unchanged |
| Alphadyne Asset Management LP | 76,491 | $51.0M | 34.40% | +76,491 | New |
| Merit Financial Group, LLC | 76,490 | $51.0M | 0.47% | −3,547−4.4% | Reduced |
| Kaleidoscope Capital LP | 76,122 | $50.7M | 14.49% | +216+0.3% | Added |
| Mizuho Bank, Ltd. | 76,000 | $50.6M | 5.62% | −124,000−62.0% | Reduced |
| Seven Post Investment Office LP | 75,199 | $50.1M | 18.04% | +3,334+4.6% | Added |
| Rathbone Brothers plc | 75,171 | $50.1M | 0.20% | −1,687−2.2% | Reduced |
| Systematic Alpha Investments, LLC | 75,170 | $50.1M | 1.65% | 00.0% | Unchanged |
| Anchor Capital Management Group Inc | 75,000 | $50.0M | 25.29% | −5,000−6.3% | Reduced |
| Unique Wealth, LLC | 74,734 | $49.8M | 7.30% | +1,888+2.6% | Added |
| Frank, Rimerman Advisors LLC | 74,513 | $49.6M | 3.18% | +335+0.5% | Added |
| Thor Trading Advisors, LLC | 74,476 | $49.6M | 25.22% | +51,744+227.6% | Added |
| Woodard & Co Asset Management Group Inc | 73,768 | $49.1M | 7.98% | −1,517−2.0% | Reduced |
| Oppenheimer Asset Management Inc. | 73,581 | $49.0M | 0.54% | −3,805−4.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 73,230 | $48.8M | 0.92% | −622−0.8% | Reduced |
| King Wealth | 72,891 | $48.6M | 6.10% | −397−0.5% | Reduced |
| Allie Family Office LLC | 72,791 | $48.5M | 23.02% | −16,397−18.4% | Reduced |
| Element Pointe Advisors, LLC | 72,136 | $48.1M | 10.24% | −69−0.1% | Reduced |
| Retirement Income Solutions, Inc | 71,463 | $47.6M | 8.14% | −418−0.6% | Reduced |
| Connors Investor Services Inc | 71,391 | $47.6M | 4.05% | −7,300−9.3% | Reduced |
| Berkshire Bank | 70,776 | $47.1M | 10.15% | −2,778−3.8% | Reduced |
| Commonwealth Financial Services, LLC | 70,616 | $47.0M | 8.05% | +5,780+8.9% | Added |
| Pinkerton Retirement Specialists, LLC | 70,376 | $46.9M | 5.04% | −9,259−11.6% | Reduced |
| Atlantic Private Wealth, LLC | 70,133 | $46.7M | 30.19% | −1,192−1.7% | Reduced |
| Strategic Wealth Designers | 70,094 | $46.7M | 3.93% | +66,946+2,126.6% | Added |
| iA Global Asset Management Inc. | 70,037 | $46.7M | 0.64% | +14,304+25.7% | Added |
| Archon Partners LLC | 70,000 | $46.6M | 4.96% | +5,000+7.7% | Added |
| Lutz Financial Services LLC | 69,715 | $46.4M | 3.36% | −988−1.4% | Reduced |
| Hengehold Capital Management LLC | 69,553 | $46.3M | 3.95% | +2,106+3.1% | Added |
| Anfield Capital Management, LLC | 69,414 | $46.2M | 13.61% | +951+1.4% | Added |
| Lazard Freres Gestion S.A.S. | 69,186 | $46.1M | 0.88% | −7,309−9.6% | Reduced |
| Kozak & Associates, Inc. | 69,086 | $46.0M | 9.06% | −2,520−3.5% | Reduced |
| Miracle Mile Advisors, LLC | 68,683 | $45.8M | 0.69% | +10,116+17.3% | Added |
| Wallace Hart LLC | 68,646 | $45.7M | 33.64% | +2,046+3.1% | Added |
| LM Advisors LLC | 291,862 | $45.4M | 6.55% | +229,228+366.0% | Added |
| AXA S.A. | 67,929 | $45.3M | 22.69% | +5,500+8.8% | Added |
| Shilanski & Associates, Inc. | 67,803 | $45.2M | 12.00% | +2,076+3.2% | Added |
| Canandaigua National Bank & Trust Co | 67,090 | $44.7M | 3.93% | −413−0.6% | Reduced |
| Spectrum Strategic Capital Management, LLC | 66,924 | $44.6M | 26.69% | +25,401+61.2% | Added |
| Inscription Capital, LLC | 66,709 | $44.4M | 4.79% | +1,138+1.7% | Added |
| Madison Asset Management, LLC | 66,496 | $44.3M | 0.49% | +17,587+36.0% | Added |
| Verdence Capital Advisors LLC | 64,350 | $44.1M | 2.54% | +10,019+18.4% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 65,902 | $43.9M | 9.02% | −6,568−9.1% | Reduced |
| Washington Growth Strategies LLC | 65,834 | $43.9M | 31.27% | −91−0.1% | Reduced |
| Clear Harbor Asset Management, LLC | 65,763 | $43.8M | 3.09% | +359+0.5% | Added |
| North Star Investment Management Corp. | 65,540 | $43.7M | 2.81% | −76−0.1% | Reduced |
| SNS Financial Group, LLC | 65,285 | $43.6M | 3.79% | −966−1.5% | Reduced |
| Kera Capital Partners, Inc. | 64,698 | $43.1M | 6.46% | −965−1.5% | Reduced |
| J.Safra Asset Management Corp | 64,351 | $42.9M | 2.60% | −27,372−29.8% | Reduced |
| Guidance Capital, Inc | 62,941 | $42.6M | 11.13% | +45+0.1% | Added |
| Wetherby Asset Management Inc | 63,926 | $42.6M | 1.74% | +2,924+4.8% | Added |
| We Are One Seven, LLC | 63,818 | $42.5M | 0.98% | +3,202+5.3% | Added |
| Curtis Advisory Group, LLC | 63,604 | $42.4M | 9.61% | +334+0.5% | Added |
| Youngs Advisory Group, Inc. | 63,585 | $42.4M | 15.07% | −63−0.1% | Reduced |
| Benjamin Edwards Inc | 63,437 | $42.3M | 0.48% | +32,017+101.9% | Added |
| IPG Investment Advisors LLC | 63,249 | $42.3M | 7.53% | +1,246+2.0% | Added |
| Midwest Professional Planners, LTD. | 63,368 | $42.2M | 10.30% | +4,796+8.2% | Added |
| Schroder Investment Management Group | 63,513 | $42.2M | 0.03% | +45,318+249.1% | Added |
| Washburn Capital Management, Inc. | 63,249 | $42.1M | 23.54% | −1,617−2.5% | Reduced |
| Trinity Financial Advisors LLC | 63,073 | $42.1M | 12.17% | −1,764−2.7% | Reduced |
| Navigation Wealth Management, Inc. | 63,030 | $42.0M | 61.71% | −10,809−14.6% | Reduced |
| Spire Wealth Management | 63,005 | $42.0M | 1.43% | −1,642−2.5% | Reduced |
| Principal Financial Group Inc | 62,767 | $41.8M | 0.02% | −1,989−3.1% | Reduced |
| State of Wisconsin Investment Board | 62,475 | $41.6M | 0.10% | +11,589+22.8% | Added |
| CAPROCK Group, Inc. | 64,277 | $41.5M | 1.02% | +64,277 | New |
| Caldwell Trust Co | 62,049 | $41.3M | 3.86% | −2,355−3.7% | Reduced |
| Resources Investment Advisors, LLC. | 61,760 | $41.1M | 0.42% | −2,394−3.7% | Reduced |
| Farmers Trust Co | 61,701 | $41.1M | 7.08% | −1,593−2.5% | Reduced |
| Centaurus Financial, Inc. | 60,884 | $40.6M | 1.90% | +3,053+5.3% | Added |
| First Nebraska Trust Co | 60,817 | $40.5M | 3.66% | −1,102−1.8% | Reduced |
| Wealth Advisory Solutions, LLC | 60,790 | $40.5M | 9.81% | +60.0% | Added |
| Associated Banc-Corp | 60,746 | $40.5M | 1.07% | −296−0.5% | Reduced |
| Calamos Wealth Management LLC | 60,715 | $40.4M | 1.46% | −2,117−3.4% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 60,595 | $40.4M | 8.48% | 00.0% | Unchanged |
| MTC Wealth Management LLC | 60,575 | $40.4M | 18.79% | −1,511−2.4% | Reduced |
| Aspiriant, LLC | 60,429 | $40.3M | 1.23% | −583−1.0% | Reduced |
| Crestwood Advisors Group LLC | 60,370 | $40.2M | 0.68% | +2,408+4.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 60,317 | $40.2M | 13.42% | −414−0.7% | Reduced |
| Tyche Wealth Partners LLC | 60,247 | $40.1M | 7.04% | +1,724+2.9% | Added |
| Verger Capital Management LLC | 60,141 | $40.1M | 13.00% | −3,593−5.6% | Reduced |
| Norris Financial Group, LLC | 60,114 | $40.0M | 14.62% | +13,649+29.4% | Added |
| ZEGA Investments, LLC | 60,060 | $40.0M | 9.18% | −7,656−11.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 59,839 | $40.0M | 1.04% | +6,120+11.4% | Added |
| Capital Management Associates, Inc | 59,940 | $39.9M | 10.79% | +20,014+50.1% | Added |
| Pitcairn Co | 59,772 | $39.8M | 3.14% | −4,285−6.7% | Reduced |
| Financial Partners Group, Inc | 59,668 | $39.7M | 4.95% | +6,811+12.9% | Added |
| Hanover Advisors Inc | 59,366 | $39.5M | 15.35% | +170.0% | Added |
| Adirondack Trust Co | 59,341 | $39.5M | 13.26% | +427+0.7% | Added |
| Argent Trust Co | 59,273 | $39.5M | 1.40% | −15,500−20.7% | Reduced |
| Humankind Investments LLC | 59,140 | $39.4M | 9.02% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 58,791 | $39.3M | 3.76% | −172−0.3% | Reduced |
| King Luther Capital Management Corp | 58,829 | $39.2M | 0.16% | +666+1.1% | Added |
| Pensionmark Financial Group, LLC | 58,783 | $39.2M | 0.80% | +1,416+2.5% | Added |
| Thoma Capital Management LLC | 58,776 | $39.2M | 22.49% | +4,895+9.1% | Added |
| Lebenthal Global Advisors, LLC | 58,721 | $39.1M | 6.84% | −80.0% | Reduced |
| Bank Hapoalim BM | 58,460 | $38.9M | 4.79% | −721−1.2% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 58,304 | $38.8M | 9.21% | +75+0.1% | Added |