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 |
|---|---|---|---|---|---|
| Proficio Capital Partners LLC | 58,172 | $38.8M | 2.66% | −12,728,674−99.5% | Reduced |
| Safeguard Investment Advisory Group, LLC | 58,020 | $38.7M | 9.59% | −3,936−6.4% | Reduced |
| Arkadios Wealth Advisors | 57,746 | $38.5M | 0.94% | +2,657+4.8% | Added |
| Brighton Jones LLC | 57,743 | $38.5M | 0.92% | −60−0.1% | Reduced |
| Capasso Planning Partners LLC | 57,734 | $38.5M | 23.97% | −17,057−22.8% | Reduced |
| British Columbia Investment Management Corp | 57,721 | $38.5M | 0.22% | +6,930+13.6% | Added |
| Johnson Financial Group, Inc. | 57,226 | $38.2M | 1.43% | +1,930+3.5% | Added |
| Dumont & Blake Investment Advisors LLC | 57,379 | $38.2M | 9.27% | −351−0.6% | Reduced |
| Proffitt & Goodson Inc | 57,356 | $38.2M | 5.48% | −41,408−41.9% | Reduced |
| Apollon Wealth Management, LLC | 57,334 | $38.2M | 0.68% | −641−1.1% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 57,199 | $38.1M | 15.48% | +551+1.0% | Added |
| TIG Advisors, LLC | 57,039 | $38.0M | 2.35% | +157+0.3% | Added |
| Partners Capital Investment Group, LLP | 56,862 | $37.9M | 1.51% | +156+0.3% | Added |
| Teachers Retirement System of the State of Kentucky | 56,594 | $37.7M | 0.29% | 00.0% | Unchanged |
| Lanham O'Dell & Company, Inc. | 56,507 | $37.6M | 11.99% | +16,270+40.4% | Added |
| Glen Eagle Advisors, LLC | 56,216 | $37.5M | 5.21% | +1,855+3.4% | Added |
| Chesley Taft & Associates LLC | 56,154 | $37.4M | 1.59% | −169−0.3% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 56,083 | $37.4M | 17.25% | +1,232+2.2% | Added |
| Swiss Life Asset Management Ltd | 56,000 | $37.3M | 0.19% | −1,200−2.1% | Reduced |
| Lifestyle Asset Management, Inc. | 55,893 | $37.2M | 12.71% | +14,020+33.5% | Added |
| Kellett Schaffner Wealth Advisors LLC | 55,597 | $37.0M | 22.35% | +471+0.9% | Added |
| Mechanics Bank Trust Department | 55,419 | $36.9M | 5.18% | −5,593−9.2% | Reduced |
| MPWM Advisory Solutions, LLC | 55,368 | $36.9M | 21.93% | +217+0.4% | Added |
| Assetmark, Inc | 55,295 | $36.8M | 0.08% | +47,910+648.7% | Added |
| Krane Funds Advisors LLC | 55,400 | $36.7M | 1.04% | +24,700+80.5% | Added |
| HMS Capital Management, LLC | 80,357 | $36.5M | 15.35% | +25,174+45.6% | Added |
| Capital Wealth Planning, LLC | 54,791 | $36.5M | 0.26% | −390−0.7% | Reduced |
| ADAR1 Capital Management, LLC | 54,684 | $36.4M | 3.61% | +32,000+141.1% | Added |
| Cullinan Associates Inc | 54,667 | $36.4M | 2.37% | −7,514−12.1% | Reduced |
| Sanchez Wealth Management Group | 54,439 | $36.3M | 8.05% | +50+0.1% | Added |
| Dorsey & Whitney Trust CO LLC | 54,340 | $36.2M | 1.91% | −197−0.4% | Reduced |
| Retirement Planning Group | 54,249 | $36.1M | 1.25% | +42,520+362.5% | Added |
| CoreCap Advisors, LLC | 54,202 | $36.1M | 1.31% | −5,624−9.4% | Reduced |
| Cary Street Partners Financial LLC | 54,128 | $36.1M | 0.94% | −512−0.9% | Reduced |
| Smith, Moore & Co. | 53,994 | $36.0M | 2.75% | +584+1.1% | Added |
| Evermay Wealth Management LLC | 53,791 | $35.9M | 4.11% | −369−0.7% | Reduced |
| Focus Financial Network, Inc. | 53,632 | $35.7M | 1.27% | +4,716+9.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 53,521 | $35.7M | 2.68% | −259−0.5% | Reduced |
| Roth Financial Partners LLC | 53,348 | $35.5M | 11.97% | −584−1.1% | Reduced |
| Wedbush Securities Inc | 53,305 | $35.5M | 1.16% | +1,566+3.0% | Added |
| Trust Co of Virginia | 53,244 | $35.5M | 2.97% | +462+0.9% | Added |
| Mission Wealth Management, LP | 53,066 | $35.4M | 0.72% | −928−1.7% | Reduced |
| Birinyi Associates Inc | 52,936 | $35.3M | 9.01% | −30.0% | Reduced |
| Bridgewater Advisors Inc. | 52,458 | $35.2M | 2.44% | +1,175+2.3% | Added |
| Capital Investment Advisors, LLC | 52,705 | $35.1M | 0.58% | +3,600+7.3% | Added |
| BigSur Wealth Management LLC | 52,554 | $35.1M | 8.60% | +131+0.2% | Added |
| First Heartland Consultants, Inc. | 52,541 | $35.0M | 2.82% | +10,960+26.4% | Added |
| Union Bancaire Privee, UBP SA | 50,241 | $35.0M | 0.72% | +3,466+7.4% | Added |
| Howland Capital Management LLC | 52,273 | $34.9M | 1.33% | −539−1.0% | Reduced |
| Capital Group Private Client Services, Inc. | 52,332 | $34.9M | 0.58% | −2,290−4.2% | Reduced |
| Cercano Management LLC | 52,187 | $34.8M | 1.34% | −7,294−12.3% | Reduced |
| Perbak Capital Partners LLP | 52,021 | $34.7M | 6.10% | +15,267+41.5% | Added |
| Granite FO LLC | 51,940 | $34.6M | 18.79% | −20.0% | Reduced |
| Oakmont Corp | 51,826 | $34.5M | 6.17% | −816−1.6% | Reduced |
| Curated Wealth Partners LLC | 51,633 | $34.4M | 4.16% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 51,602 | $34.4M | 8.86% | +2,986+6.1% | Added |
| Momentum Wealth Planning, LLC | 51,436 | $34.4M | 26.74% | −10.0% | Reduced |
| Clarius Group, LLC | 51,527 | $34.3M | 2.03% | +235+0.5% | Added |
| Correct Capital Wealth Management | 51,494 | $34.3M | 6.32% | +6,123+13.5% | Added |
| First National Corp | 51,279 | $34.3M | 6.50% | −235−0.5% | Reduced |
| Marmo Financial Group, LLC | 51,451 | $34.3M | 16.60% | −6,021−10.5% | Reduced |
| Edgestream Partners, L.P. | 51,441 | $34.3M | 1.00% | +10,265+24.9% | Added |
| Holocene Advisors, LP | 51,395 | $34.2M | 0.08% | +39,203+321.5% | Added |
| LSP Investment Advisors, LLC | 51,390 | $34.2M | 20.57% | −4,600−8.2% | Reduced |
| Prosperity Consulting Group, LLC | 51,376 | $34.2M | 1.69% | +6,936+15.6% | Added |
| Wind River Trust Co | 51,273 | $34.2M | 12.63% | 00.0% | Unchanged |
| 180 GPS Investments IC Ltd | 51,268 | $34.2M | 19.84% | +51,268 | New |
| Clarity Wealth Advisors, LLC | 51,227 | $34.1M | 7.52% | +567+1.1% | Added |
| O'Shaughnessy Asset Management, LLC | 51,225 | $34.1M | 0.20% | +9,162+21.8% | Added |
| MKT Advisors LLC | 51,048 | $34.1M | 12.70% | −303−0.6% | Reduced |
| Callan Family Office, LLC | 51,103 | $34.0M | 1.09% | −1,157−2.2% | Reduced |
| Trustmark National Bank Trust Department | 50,890 | $33.9M | 2.20% | −214−0.4% | Reduced |
| Cardiff Park Advisors, LLC | 50,765 | $33.8M | 2.60% | −373−0.7% | Reduced |
| Ninepoint Partners LP | 50,500 | $33.6M | 4.64% | −1,700−3.3% | Reduced |
| HM Payson & Co | 50,331 | $33.5M | 0.48% | −46−0.1% | Reduced |
| Great Valley Advisor Group, Inc. | 50,305 | $33.5M | 0.67% | +2,591+5.4% | Added |
| Oxford Financial Group Ltd | 50,186 | $33.4M | 1.89% | +604+1.2% | Added |
| Western Wealth Management, LLC | 49,879 | $33.2M | 1.76% | +10,047+25.2% | Added |
| Stonegate Management LLC | 49,736 | $33.2M | 22.01% | +49,736 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 49,724 | $33.1M | 0.17% | −123,912−71.4% | Reduced |
| Aft, Forsyth & Sober, LLC | 49,400 | $32.9M | 10.20% | 00.0% | Unchanged |
| GFS Advisors, LLC | 49,354 | $32.9M | 4.20% | −3,438−6.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 49,068 | $32.8M | 0.78% | −51−0.1% | Reduced |
| Cresta Advisors, Ltd. | 49,273 | $32.8M | 14.65% | +2,481+5.3% | Added |
| James J. Burns & Company, LLC | 49,228 | $32.8M | 4.89% | +6,591+15.5% | Added |
| NBC Securities, Inc. | 49,099 | $32.7M | 2.52% | +17,893+57.3% | Added |
| Boston Family Office LLC | 48,992 | $32.6M | 2.08% | −120−0.2% | Reduced |
| Montz Harcus Wealth Management LLC | 48,979 | $32.6M | 14.24% | +2,309+4.9% | Added |
| Benchmark Financial Wealth Advisors, LLC | 48,530 | $32.3M | 9.73% | −4,698−8.8% | Reduced |
| Avestar Capital, LLC | 48,499 | $32.3M | 2.31% | +11,488+31.0% | Added |
| Austin Private Wealth, LLC | 48,467 | $32.3M | 2.49% | +16,935+53.7% | Added |
| Northwest & Ethical Investments L.P. | 48,400 | $32.2M | 0.76% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 48,207 | $32.2M | 5.91% | +95+0.2% | Added |
| Fortis Capital Advisors, LLC | 48,305 | $32.2M | 5.10% | −494−1.0% | Reduced |
| Fiduciary Trust Co | 48,086 | $32.0M | 0.36% | −873−1.8% | Reduced |
| Essex Financial Services, Inc. | 47,844 | $31.9M | 1.91% | −553−1.1% | Reduced |
| Principal Street Partners, LLC | 47,698 | $31.8M | 5.07% | −45,746−49.0% | Reduced |
| Hobart Private Capital, LLC | 47,631 | $31.7M | 6.64% | −1,787−3.6% | Reduced |
| Afg Fiduciary Services Limited Partnership | 453,326 | $31.7M | 18.40% | +52,149+13.0% | Added |
| Palumbo Wealth Management LLC | 47,513 | $31.7M | 10.11% | +2,328+5.2% | Added |