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 |
|---|---|---|---|---|---|
| Regal Investment Advisors LLC | 47,459 | $31.6M | 2.06% | +1,501+3.3% | Added |
| BSW Wealth Partners | 47,452 | $31.6M | 3.94% | −28−0.1% | Reduced |
| Constant Guidance Financial LLC | 46,839 | $31.2M | 24.91% | +28,430+154.4% | Added |
| Angeles Wealth Management, LLC | 46,529 | $31.0M | 1.90% | +2,884+6.6% | Added |
| Firestone Capital Management | 46,324 | $30.9M | 6.67% | +985+2.2% | Added |
| Independent Family Office, LLC | 46,220 | $30.8M | 13.03% | −1,412−3.0% | Reduced |
| Parallel Advisors, LLC | 45,987 | $30.6M | 0.56% | +635+1.4% | Added |
| Amarillo National Bank | 45,678 | $30.4M | 5.35% | −57−0.1% | Reduced |
| Pettyjohn, Wood & White, Inc | 45,527 | $30.3M | 5.01% | +125+0.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 45,420 | $30.2M | 0.33% | −758−1.6% | Reduced |
| Texas Permanent School Fund | 45,352 | $30.2M | 0.98% | −23,435−34.1% | Reduced |
| Advance Capital Management, Inc. | 45,254 | $30.1M | 1.31% | −1,975−4.2% | Reduced |
| Motco | 45,124 | $30.1M | 2.75% | −627−1.4% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 44,967 | $30.0M | 18.40% | +482+1.1% | Added |
| Equitable Trust Co | 44,585 | $29.7M | 1.37% | −53−0.1% | Reduced |
| Aragon Global Management, LP | 44,580 | $29.7M | 9.13% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 44,386 | $29.6M | 2.61% | −1,440−3.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 44,373 | $29.6M | 4.97% | −1,727−3.7% | Reduced |
| LWM Advisory Services, LLC | 44,363 | $29.6M | 17.23% | +23,573+113.4% | Added |
| KCM Investment Advisors LLC | 44,073 | $29.4M | 0.95% | +418+1.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 44,066 | $29.4M | 0.95% | +1,990+4.7% | Added |
| Burt Wealth Advisors | 43,922 | $29.3M | 7.18% | −525−1.2% | Reduced |
| Hancock Whitney Corp | 43,806 | $29.2M | 0.53% | −1,170−2.6% | Reduced |
| First Business Financial Services, Inc. | 43,791 | $29.2M | 2.68% | −204−0.5% | Reduced |
| Provenance Wealth Advisors, LLC | 43,732 | $29.1M | 3.77% | −130−0.3% | Reduced |
| Jasper Ridge Partners, L.P. | 43,695 | $29.1M | 0.66% | −3,101−6.6% | Reduced |
| Northeast Financial Group, Inc. | 43,602 | $29.0M | 7.23% | +31,300+254.4% | Added |
| Greenleaf Trust | 43,449 | $28.9M | 0.26% | −60,999−58.4% | Reduced |
| Silvercrest Asset Management Group LLC | 43,112 | $28.7M | 0.19% | −32,776−43.2% | Reduced |
| ARS Investment Partners, LLC | 42,792 | $28.5M | 1.88% | +54+0.1% | Added |
| Salomon & Ludwin, LLC | 42,587 | $28.5M | 2.56% | −1,526−3.5% | Reduced |
| Axxcess Wealth Management, LLC | 50,470 | $28.3M | 0.60% | +1,145+2.3% | Added |
| GM Advisory Group, Inc. | 42,446 | $28.3M | 1.20% | −6,245−12.8% | Reduced |
| NDWM LLC | 42,441 | $28.3M | 19.18% | −57−0.1% | Reduced |
| Resonant Capital Advisors, LLC | 42,306 | $28.3M | 1.65% | −1,317−3.0% | Reduced |
| Hantz Financial Services, Inc. | 42,342 | $28.2M | 0.43% | −2,629−5.8% | Reduced |
| GTS Securities LLC | 42,317 | $28.2M | 1.08% | −307,026−87.9% | Reduced |
| Black Maple Capital Management LP | 42,283 | $28.2M | 20.41% | −1,469−3.4% | Reduced |
| Indiana Trust & Investment Management CO | 42,075 | $28.0M | 8.53% | −640−1.5% | Reduced |
| LCM Capital Management Inc | 41,976 | $28.0M | 13.41% | −186−0.4% | Reduced |
| PKS Advisory Services, LLC | 41,966 | $28.0M | 6.58% | +34+0.1% | Added |
| Boston Private Wealth LLC | 41,956 | $27.9M | 1.50% | −9,997−19.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 41,848 | $27.9M | 0.45% | −380−0.9% | Reduced |
| Advisor Resource Council | 41,819 | $27.9M | 37.62% | −38,771−48.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 41,811 | $27.9M | 3.23% | +2,552+6.5% | Added |
| Landmark Wealth Management, Inc. | 41,690 | $27.8M | 10.84% | +12,776+44.2% | Added |
| Nepc LLC | 41,609 | $27.7M | 0.73% | +5,892+16.5% | Added |
| Aviso Financial Inc. | 41,584 | $27.7M | 1.13% | +298+0.7% | Added |
| Snowden Capital Advisors LLC | 41,366 | $27.6M | 0.76% | −8,653−17.3% | Reduced |
| Capital World Investors | 41,649 | $27.6M | 0.00% | +13,193+46.4% | Added |
| Three Bridge Wealth Advisors, LLC | 41,279 | $27.6M | 7.11% | +2,585+6.7% | Added |
| Family Management Corp | 41,335 | $27.5M | 3.82% | −1,161−2.7% | Reduced |
| Jarislowsky, Fraser Ltd | 41,279 | $27.5M | 0.15% | −9,519−18.7% | Reduced |
| Heritage Trust Co | 41,186 | $27.4M | 2.91% | +4,381+11.9% | Added |
| Ausdal Financial Partners, Inc. | 41,040 | $27.3M | 1.33% | +15,442+60.3% | Added |
| Zacks Investment Management | 41,040 | $27.3M | 0.22% | −15,047−26.8% | Reduced |
| Blueshift Asset Management, LLC | 40,987 | $27.3M | 8.41% | −4,248−9.4% | Reduced |
| Sovereign Financial Group, Inc. | 40,916 | $27.3M | 5.10% | −145−0.4% | Reduced |
| Ciovacco Capital Management LLC | 40,810 | $27.2M | 13.68% | −4,698−10.3% | Reduced |
| RK Capital Management, LLC | 40,767 | $27.2M | 42.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 40,754 | $27.1M | 2.56% | −1,759−4.1% | Reduced |
| Diversified Portfolios, Inc. | 40,746 | $27.1M | 2.40% | −101−0.2% | Reduced |
| Securian Asset Management, Inc | 40,710 | $27.1M | 0.72% | 00.0% | Unchanged |
| Walleye Capital LLC | 40,582 | $27.0M | 0.22% | +9,910+32.3% | Added |
| LFA - Lugano Financial Advisors SA | 40,378 | $26.9M | 14.18% | +572+1.4% | Added |
| Welch & Forbes LLC | 40,312 | $26.9M | 0.32% | −504−1.2% | Reduced |
| Financial Engines Advisors L.L.C. | 40,102 | $26.7M | 0.05% | −1,283−3.1% | Reduced |
| Financial Services Advisory Inc | 40,028 | $26.7M | 10.28% | +3,207+8.7% | Added |
| Strategic Equity Management | 40,027 | $26.7M | 9.88% | −2,308−5.5% | Reduced |
| Roble, Belko & Company, Inc | 39,931 | $26.6M | 3.61% | −303−0.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 39,916 | $26.6M | 5.71% | −1,225−3.0% | Reduced |
| Raelipskie Partnership | 39,696 | $26.4M | 11.36% | −38−0.1% | Reduced |
| Legacy Advisors, LLC | 39,675 | $26.4M | 3.26% | +15,158+61.8% | Added |
| Guardian Wealth Advisors, LLC | 39,614 | $26.4M | 14.96% | −375−0.9% | Reduced |
| Prescott Group Capital Management, L.L.C. | 39,583 | $26.4M | 2.78% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 39,583 | $26.4M | 3.70% | 00.0% | Unchanged |
| Whitford Management LLC | 39,451 | $26.3M | 26.45% | −1,349−3.3% | Reduced |
| BLB&B Advisors, LLC | 39,441 | $26.3M | 1.13% | −415−1.0% | Reduced |
| Sanders Morris Harris LLC | 39,405 | $26.3M | 3.46% | +38,726+5,703.4% | Added |
| Gateway Investment Advisers LLC | 39,319 | $26.2M | 0.25% | +39,319 | New |
| Tull Financial Group, Inc. | 39,237 | $26.1M | 11.54% | +140+0.4% | Added |
| Connecticut Wealth Management, LLC | 39,123 | $26.1M | 1.16% | +1,119+2.9% | Added |
| Penobscot Investment Management Company, Inc. | 39,047 | $26.0M | 2.00% | +1,659+4.4% | Added |
| Titleist Asset Management, LLC | 39,025 | $26.0M | 2.28% | +1,596+4.3% | Added |
| Palisade Asset Management, LLC | 39,019 | $26.0M | 2.42% | −426−1.1% | Reduced |
| SimpliFi, Inc. | 39,003 | $26.0M | 11.12% | −3,929−9.2% | Reduced |
| National Asset Management, Inc. | 38,968 | $26.0M | 1.25% | −1,365−3.4% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 38,904 | $25.9M | 1.11% | −175−0.4% | Reduced |
| Daymark Wealth Partners, LLC | 38,890 | $25.9M | 0.88% | +3,745+10.7% | Added |
| Aspire Private Capital, LLC | 38,766 | $25.8M | 5.68% | +15,090+63.7% | Added |
| Eagle Capital Management, LLC | 38,702 | $25.8M | 9.74% | −100.0% | Reduced |
| Ameritas Advisory Services, LLC | 38,680 | $25.8M | 1.69% | +17,869+85.9% | Added |
| Childress Capital Advisors, LLC | 38,668 | $25.8M | 4.71% | +2,154+5.9% | Added |
| Ayalon Holdings Ltd. | 38,602 | $25.8M | 6.51% | +14,431+59.7% | Added |
| True North Advisors, LLC | 38,635 | $25.7M | 4.09% | +32,794+561.4% | Added |
| Signal Advisors Wealth, LLC | 38,627 | $25.7M | 2.33% | −27,172−41.3% | Reduced |
| Corsair Capital Management, L.P. | 38,499 | $25.6M | 4.55% | −40.0% | Reduced |
| BancorpSouth Bank | 38,466 | $25.6M | 1.56% | −798−2.0% | Reduced |
| Mariner Investment Group LLC | 38,422 | $25.6M | 7.91% | −90,944−70.3% | Reduced |
| Avidian Wealth Solutions, LLC | 38,291 | $25.5M | 0.96% | +1,205+3.2% | Added |