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, Q4 2025
Institutional positions in SPDR S&P 500 ETF Trust as of Dec 31, 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
- 4,646
- +458 vs. Q3 2025
- Shares held
- 555.3M
- +20.2M (+3.8%) vs. Q3 2025
- Total value
- $374.7B
- +$20.1B (+5.7%) vs. Q3 2025
- New holders
- 555
- 1,771 more added
- Sold out
- 97
- 1,715 more reduced
76 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| China Universal Asset Management Co., Ltd. | 0 | $2 | 0.00% | 0 | Unchanged |
| Capitol Family Office, Inc. | 1 | $682 | 0.00% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 2 | $1.36K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 5 | $3.41K | 0.00% | 00.0% | Unchanged |
| Swiss Re Ltd | 5 | $3.41K | 0.00% | +5 | New |
| Financial Avengers, Inc. | 5 | $3.41K | 0.00% | +5 | New |
| PMV Capital Advisers, LLC | 6 | $4.14K | 0.01% | +6 | New |
| Rocky Mountain Advisers, LLC | 7 | $4.83K | 0.00% | +7 | New |
| Valued Wealth Advisors LLC | 8 | $5.52K | 0.00% | −23−74.2% | Reduced |
| Gs Investments, Inc. | 10 | $6.82K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 11 | $7.50K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 20 | $13.6K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 20 | $13.6K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 20 | $13.6K | 0.00% | +20 | New |
| Camelot Portfolios, LLC | 21 | $14.0K | 0.01% | −2,486−99.2% | Reduced |
| Imprint Wealth LLC | 23 | $15.7K | 0.07% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 23 | $15.7K | 0.01% | +23 | New |
| Holos Integrated Wealth LLC | 24 | $16.4K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 25 | $17.0K | 0.02% | 00.0% | Unchanged |
| McMillan Office, Inc. | 25 | $17.0K | 0.00% | +25 | New |
| Advantage Trust Co | 31 | $21.1K | 0.01% | 00.0% | Unchanged |
| Benson Wealth Management INC | 32 | $21.8K | 0.02% | +32 | New |
| DecisionPoint Financial, LLC | 32 | $21.8K | 0.00% | +11+52.4% | Added |
| Fairscale Capital, LLC | 34 | $23.1K | 0.02% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 35 | $24.1K | 0.03% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 38 | $25.9K | 0.01% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 39 | $26.6K | 0.02% | 00.0% | Unchanged |
| Access Investment Management LLC | 40 | $26.6K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 42 | $28.6K | 0.00% | −3−6.7% | Reduced |
| POM Investment Strategies, LLC | 45 | $30.7K | 0.02% | −67−59.8% | Reduced |
| BFI Infinity Ltd. | 45 | $30.7K | 0.02% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 52 | $35.5K | 0.02% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 52 | $35.5K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 53 | $36.1K | 0.02% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 54 | $36.8K | 0.03% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 55 | $37.5K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 57 | $38.8K | 0.02% | −27−32.1% | Reduced |
| Decker Retirement Planning Inc. | 58 | $39.6K | 0.02% | −316−84.5% | Reduced |
| CGC Financial Services, LLC | 60 | $40.9K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 60 | $41.6K | 0.03% | −6−9.1% | Reduced |
| Orion Capital Management LLC | 63 | $43.0K | 0.01% | −12−16.0% | Reduced |
| Dogwood Wealth Management LLC | 63 | $43.0K | 0.02% | 00.0% | Unchanged |
| Quattro Advisors LLC | 65 | $44.5K | 0.04% | +65 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 68 | $46.5K | 0.00% | +68 | New |
| Game Plan Financial Advisors, LLC | 70 | $47.7K | 0.02% | −10−12.5% | Reduced |
| Clarity Asset Management, Inc. | 70 | $48.0K | 0.03% | 00.0% | Unchanged |
| Financial Consulate, Inc | 75 | $50.9K | 0.01% | −13−14.8% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 80 | $54.6K | 0.03% | +2+2.6% | Added |
| Riverview Trust Co | 80 | $54.6K | 0.07% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 81 | $55.2K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 82 | $56.0K | 0.03% | +8+10.8% | Added |
| Luminist Capital LLC | 83 | $56.7K | 0.07% | −10−10.8% | Reduced |
| Hara Capital LLC | 85 | $58.0K | 0.03% | 00.0% | Unchanged |
| Curat Global, LLC | 85 | $58.0K | 0.06% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 85 | $58.0K | 0.01% | +85 | New |
| SWAN Capital LLC | 92 | $62.9K | 0.02% | 00.0% | Unchanged |
| PayPay Securities Corp | 93 | $63.4K | 1.86% | +12+14.8% | Added |
| Hartford Financial Management Inc. | 94 | $64.1K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 94 | $64.1K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 94 | $64.3K | 0.01% | +93+9,300.0% | Added |
| Networth Advisors, LLC | 97 | $66.1K | 0.05% | +97 | New |
| Tower Trust & Investment Co | 100 | $68.2K | 0.04% | 00.0% | Unchanged |
| STRS Ohio | 100 | $68.2K | 0.00% | −145−59.2% | Reduced |
| Skylands Capital, LLC | 100 | $68.2K | 0.01% | 00.0% | Unchanged |
| Titiun Yejiel | 100 | $68.2K | 0.08% | +100 | New |
| Byrne Asset Management LLC | 104 | $70.9K | 0.04% | +104 | New |
| Nalls Sherbakoff Group, LLC | 105 | $71.6K | 0.05% | 00.0% | Unchanged |
| Bravera Wealth | 106 | $72.3K | 0.04% | +106 | New |
| Inlight Wealth Management, LLC | 107 | $73.0K | 0.03% | +107 | New |
| Copia Wealth Management | 109 | $74.3K | 0.05% | −9−7.6% | Reduced |
| Arcadia Investment Advisors LLC | 111 | $75.6K | 0.04% | 00.0% | Unchanged |
| Capco Asset Management, LLC | 113 | $77.1K | 0.02% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 114 | $77.7K | 0.05% | −115−50.2% | Reduced |
| Family CFO Inc | 116 | $79.1K | 0.04% | +116 | New |
| New England Capital Financial Advisors LLC | 117 | $79.7K | 0.03% | +25+27.2% | Added |
| Pinney & Scofield, Inc. | 117 | $79.8K | 0.05% | 00.0% | Unchanged |
| Merited Wealth, LLC | 117 | $79.8K | 0.07% | +117 | New |
| Bank & Trust Co | 118 | $80.5K | 0.06% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 119 | $81.1K | 0.05% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 120 | $81.9K | 0.02% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 124 | $86.1K | 0.08% | +124 | New |
| Seneschal Advisors, LLC | 136 | $92.5K | 0.07% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 137 | $93.4K | 0.09% | +137 | New |
| First Pacific Financial | 139 | $95.0K | 0.01% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 142 | $97.0K | 0.18% | +142 | New |
| Accordant Advisory Group Inc | 145 | $98.9K | 0.07% | −5−3.3% | Reduced |
| Hoey Investments, Inc | 145 | $98.9K | 0.01% | 00.0% | Unchanged |
| American Wealth Advisors, LLC | 150 | $102.5K | 0.10% | 00.0% | Unchanged |
| Eukles Asset Management | 151 | $103.0K | 0.04% | +45+42.5% | Added |
| Fountainhead AM, LLC | 160 | $109.0K | 0.16% | −5,537−97.2% | Reduced |
| Prosperity Bancshares Inc | 160 | $109.1K | 0.10% | +160 | New |
| Thompson Investment Management, Inc. | 162 | $110.5K | 0.01% | +34+26.6% | Added |
| CrossGen Wealth, LLC | 163 | $111.1K | 0.10% | +163 | New |
| Robbins Farley LLC | 164 | $111.8K | 0.05% | −19−10.4% | Reduced |
| Entrust Financial LLC | 167 | $114.1K | 0.08% | +167 | New |
| Perkins Coie Trust Co | 169 | $115.2K | 0.02% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 173 | $118.0K | 0.03% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 175 | $119.1K | 0.12% | +175 | New |
| Birchbrook, Inc. | 175 | $119.3K | 0.06% | +7+4.2% | Added |
| Kingdom Financial Group LLC. | 178 | $121.3K | 0.04% | +178 | New |