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 |
|---|---|---|---|---|---|
| Straight Path Wealth Management | 929 | $633.6K | 0.17% | +342+58.3% | Added |
| Altrius Capital Management Inc | 929 | $633.7K | 0.13% | −19−2.0% | Reduced |
| Harborfront Financial Group LLC | 930 | $634.1K | 4.72% | +930 | New |
| Fulcrum Capital LLC | 930 | $634.2K | 0.13% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 933 | $636.2K | 0.09% | 00.0% | Unchanged |
| Truvestments Capital LLC | 934 | $637.2K | 0.12% | +12+1.3% | Added |
| Pacific Sage Partners, LLC | 935 | $637.3K | 0.10% | +102+12.2% | Added |
| Quarry Hill Advisors, LLC | 936 | $638.3K | 0.30% | 00.0% | Unchanged |
| Great Waters Wealth Management | 936 | $638.6K | 0.07% | +1+0.1% | Added |
| Meadowbrook Wealth Management, LLC | 937 | $639.0K | 0.73% | +82+9.6% | Added |
| Asio Capital, LLC | 938 | $639.8K | 0.09% | +49+5.5% | Added |
| Orrstown Financial Services Inc | 939 | $640.3K | 0.11% | −20−2.1% | Reduced |
| Northeast Planning Associates, Inc. | 941 | $641.7K | 0.45% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 942 | $642.6K | 0.55% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 944 | $644.0K | 0.07% | 00.0% | Unchanged |
| CVA Family Office, LLC | 945 | $644.2K | 0.07% | +44+4.9% | Added |
| BostonPremier Wealth LLC | 948 | $646.5K | 0.33% | −1−0.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 948 | $646.6K | 0.16% | +20+2.2% | Added |
| Gradient Capital Advisors, LLC | 949 | $647.5K | 0.17% | −15−1.6% | Reduced |
| America First Investment Advisors, LLC | 950 | $647.5K | 0.12% | +2+0.2% | Added |
| Sfam, LLC | 950 | $647.8K | 0.59% | +950 | New |
| Riverview Capital Advisers, LLC | 952 | $649.3K | 0.20% | +68+7.7% | Added |
| RS Crum Inc. | 954 | $650.4K | 0.13% | +1+0.1% | Added |
| Dock Street Asset Management Inc | 954 | $650.6K | 0.06% | −217−18.5% | Reduced |
| Hollow Brook Wealth Management LLC | 953 | $651.8K | 0.17% | −35−3.5% | Reduced |
| Entrewealth, LLC | 949 | $655.4K | 0.30% | +145+18.0% | Added |
| Alliance Private Wealth, LLC | 951 | $655.7K | 0.23% | +951 | New |
| Verde Capital Management | 963 | $656.9K | 0.14% | +344+55.6% | Added |
| Chris Bulman Inc | 965 | $658.1K | 0.29% | +5+0.5% | Added |
| Check Capital Management Inc | 965 | $658.1K | 0.04% | 00.0% | Unchanged |
| Matisse Capital | 967 | $659.3K | 0.29% | +1+0.1% | Added |
| Creekside Partners | 970 | $661.4K | 0.28% | +1+0.1% | Added |
| 44 Wealth Management LLC | 971 | $662.1K | 0.22% | +311+47.1% | Added |
| Compass Financial Group, Inc. | 973 | $663.5K | 0.29% | −48−4.7% | Reduced |
| Ipsen Advisor Group LLC | 974 | $663.9K | 0.47% | −360−27.0% | Reduced |
| MJP Associates Inc | 976 | $665.8K | 0.08% | +24+2.5% | Added |
| Integrated Investment Consultants, LLC | 977 | $666.1K | 0.13% | −522−34.8% | Reduced |
| Heritage Wealth Management, Inc. | 977 | $666.2K | 0.43% | −2−0.2% | Reduced |
| Amicus Financial Advisors, LLC | 977 | $666.2K | 0.19% | +977 | New |
| J.M. Arbour, LLC | 978 | $667.1K | 0.67% | +978 | New |
| Azimuth Capital Investment Management LLC | 982 | $669.6K | 0.02% | −8−0.8% | Reduced |
| Hourglass Capital, LLC | 984 | $671.2K | 0.14% | +5+0.5% | Added |
| DeDora Capital, Inc. | 987 | $673.1K | 0.16% | 00.0% | Unchanged |
| Hudock, Inc. | 988 | $673.9K | 0.10% | +2+0.2% | Added |
| Rowland & Co Investment Counsel | 990 | $675.3K | 0.13% | +5+0.5% | Added |
| Ruggaard & Associates LLC | 992 | $676.5K | 0.27% | 00.0% | Unchanged |
| Alexis Investment Partners, LLC | 992 | $676.5K | 0.25% | 00.0% | Unchanged |
| Elevation Wealth Management LLC | 992 | $677.1K | 0.65% | +992 | New |
| Stewardship Advisors, LLC | 994 | $677.8K | 0.16% | +227+29.6% | Added |
| Monument Group Wealth Advisors, LLC | 996 | $679.4K | 0.37% | +390+64.4% | Added |
| 3EDGE Asset Management, LP | 997 | $679.9K | 0.04% | +254+34.2% | Added |
| Toroso Investments, LLC | 998 | $680.6K | 0.00% | −11−1.1% | Reduced |
| Rhumbline Advisers | 998 | $680.6K | 0.00% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 999 | $681.1K | 0.15% | −11−1.1% | Reduced |
| Acima Private Wealth, LLC | 999 | $681.2K | 0.21% | 00.0% | Unchanged |
| Sherman Wealth Management LLC | 999 | $681.5K | 0.59% | +999 | New |
| Wolff Financial Management LLC | 1,000 | $681.9K | 0.15% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,003 | $684.0K | 0.07% | 00.0% | Unchanged |
| Sky-Mountain Capital Management, Inc. | 989 | $685.1K | 0.46% | 00.0% | Unchanged |
| Athena Investment Management | 1,005 | $685.2K | 0.35% | 00.0% | Unchanged |
| Fortitude Financial, LLC | 1,006 | $686.0K | 0.58% | −44,027−97.8% | Reduced |
| M. Kulyk & Associates, LLC | 1,006 | $686.3K | 0.13% | +1+0.1% | Added |
| Carrera Capital Advisors | 1,008 | $689.2K | 0.12% | −32−3.1% | Reduced |
| Portfolio Resources Advisor Group, Inc. | 1,009 | $690.0K | 0.69% | +1,009 | New |
| WP Advisors, LLC | 1,012 | $690.4K | 0.17% | +139+15.9% | Added |
| IFC & Insurance Marketing, Inc. | 1,013 | $691.0K | 0.69% | +1,013 | New |
| Nestegg Advisors, Inc. | 1,017 | $693.3K | 0.59% | +3+0.3% | Added |
| Signet Private Wealth LLC | 1,017 | $693.4K | 0.66% | +1,017 | New |
| RPg Family Wealth Advisory, LLC | 1,017 | $695.7K | 0.15% | +100+10.9% | Added |
| SilverOak Wealth Management LLC | 1,022 | $696.9K | 0.11% | −5−0.5% | Reduced |
| Three Seasons Wealth, LLC | 1,017 | $697.5K | 0.07% | +271+36.3% | Added |
| Evolution Wealth Management Inc. | 1,024 | $698.3K | 0.58% | +472+85.5% | Added |
| Lakewood Asset Management LLC | 1,024 | $698.6K | 0.41% | 00.0% | Unchanged |
| Bull Oak Capital, LLC | 1,025 | $698.9K | 0.29% | 00.0% | Unchanged |
| Keystone Financial Services | 1,026 | $699.5K | 0.21% | −8−0.8% | Reduced |
| Alliance Wealth Management Group | 1,026 | $699.6K | 0.15% | 00.0% | Unchanged |
| FLC Capital Advisors | 1,026 | $699.6K | 0.13% | +597+139.2% | Added |
| RDA Financial Network | 1,026 | $699.8K | 0.17% | +17+1.7% | Added |
| Jmac Enterprises LLC | 1,027 | $700.3K | 0.13% | −21−2.0% | Reduced |
| Dark Forest Capital Management LP | 1,027 | $700.3K | 0.03% | +1,027 | New |
| Whitcomb & Hess, Inc. | 1,010 | $700.7K | 0.17% | −129−11.3% | Reduced |
| Bay Capital Advisors, LLC | 1,028 | $701.0K | 0.43% | 00.0% | Unchanged |
| DSG Capital Advisors, LLC | 1,013 | $701.2K | 0.11% | −1,367−57.4% | Reduced |
| 25 LLC | 1,029 | $701.4K | 0.22% | +4+0.4% | Added |
| Stirlingshire Investments, Inc. | 1,026 | $701.5K | 0.62% | +1,026 | New |
| Scholtz & Company, LLC | 1,030 | $702.4K | 0.30% | −16−1.5% | Reduced |
| 180 Wealth Advisors, LLC | 1,033 | $704.5K | 0.08% | +50+5.1% | Added |
| Wealth Management Associates, Inc. | 1,034 | $705.2K | 0.25% | −11−1.1% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 1,036 | $706.6K | 0.03% | +50+5.1% | Added |
| Financial Sense Advisors, Inc. | 1,036 | $706.6K | 0.13% | +1+0.1% | Added |
| Beck Capital Management, LLC | 1,037 | $706.9K | 0.17% | −59−5.4% | Reduced |
| Schulz Wealth, LTD. | 1,037 | $708.1K | 0.45% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 1,039 | $708.2K | 0.47% | +3+0.3% | Added |
| BG Investment Services, Inc. | 1,039 | $708.6K | 0.63% | 00.0% | Unchanged |
| James Hambro & Partners | 1,040 | $709.1K | 0.03% | +302+40.9% | Added |
| Investors Research Corp | 1,043 | $711.2K | 0.13% | +26+2.6% | Added |
| KWMG, LLC | 1,045 | $712.8K | 0.06% | +2+0.2% | Added |
| Cary Street Partner Investment Advisory LLC | 1,045 | $712.9K | 0.19% | +463+79.6% | Added |
| OneAscent Family Office, LLC | 1,046 | $713.3K | 0.48% | −25−2.3% | Reduced |
| Quest Investment Management LLC | 1,047 | $714.0K | 0.08% | +31+3.1% | Added |