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 |
|---|---|---|---|---|---|
| Rezny Wealth Management, Inc. | 1,176 | $801.9K | 0.16% | 00.0% | Unchanged |
| Tenzing Financial LLC | 1,177 | $802.4K | 0.65% | +1,177 | New |
| Goepper Burkhardt LLC | 1,177 | $802.6K | 0.26% | 00.0% | Unchanged |
| Boothe Investment Group, Inc. | 1,177 | $802.9K | 0.29% | −25−2.1% | Reduced |
| Solutions 4 Wealth, Ltd | 1,178 | $803.0K | 1.21% | −71−5.7% | Reduced |
| SWMG, LLC | 1,165 | $804.8K | 0.22% | +63+5.7% | Added |
| Traveka Wealth, LLC | 1,182 | $806.0K | 0.33% | +1+0.1% | Added |
| Genesis Private Wealth, LLC | 1,186 | $808.8K | 0.25% | +757+176.5% | Added |
| Robinhood Asset Management, LLC | 1,187 | $809.5K | 0.06% | +1,187 | New |
| Northcape Wealth Management, LLC | 1,188 | $810.1K | 0.23% | −2−0.2% | Reduced |
| Quaker Wealth Management, LLC | 1,189 | $811.0K | 0.26% | +6+0.5% | Added |
| BCGM Wealth Management, LLC | 1,191 | $812.2K | 0.21% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 1,203 | $813.1K | 1.10% | +604+100.8% | Added |
| Benchmark Financial, LLC | 1,194 | $814.2K | 0.81% | +1,194 | New |
| City Center Advisors, LLC | 1,195 | $814.8K | 0.75% | +218+22.3% | Added |
| Hiley Hunt Wealth Management | 1,195 | $814.9K | 0.36% | −65−5.2% | Reduced |
| Rogco, LP | 1,195 | $814.9K | 0.27% | 00.0% | Unchanged |
| Crossingbridge Advisors, LLC | 2,000 | $815.4K | 0.23% | +2,000 | New |
| Intelligent Financial Strategies | 1,194 | $816.4K | 0.39% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,198 | $816.9K | 0.11% | +107+9.8% | Added |
| Concord Asset Management, LLC | 1,199 | $817.6K | 0.14% | +32+2.7% | Added |
| CMT Capital Markets Trading GmbH | 1,200 | $818.0K | 0.54% | −1,000−45.5% | Reduced |
| Holistic Financial Partners | 1,201 | $819.0K | 0.30% | +9+0.8% | Added |
| Cheviot Value Management, LLC | 1,179 | $820.0K | 0.08% | −310−20.8% | Reduced |
| Horizon Bancorp Inc | 1,204 | $821.0K | 0.40% | −154−11.3% | Reduced |
| Mma Asset Management LLC | 1,207 | $823.4K | 0.29% | −608−33.5% | Reduced |
| Granite Harbor Advisors, Inc. | 1,208 | $823.8K | 0.35% | −5−0.4% | Reduced |
| Vested Financial Planning, LLC | 1,209 | $824.3K | 0.63% | +24+2.0% | Added |
| Hall Capital Management Co Inc | 1,210 | $825.1K | 0.32% | −3−0.2% | Reduced |
| Comprehensive Money Management Services LLC | 1,212 | $826.5K | 0.57% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 1,220 | $831.9K | 0.10% | +1,220 | New |
| HHM Wealth Advisors, LLC | 1,220 | $832.3K | 0.10% | +244+25.0% | Added |
| Alteri Wealth LLC | 1,224 | $834.8K | 0.27% | +35+2.9% | Added |
| Sandro Wealth Management LLC | 1,227 | $836.7K | 0.69% | +1,227 | New |
| Carr Financial Group Corp | 1,229 | $838.0K | 0.22% | +20+1.7% | Added |
| Prelude Capital Management, LLC | 1,231 | $839.4K | 0.06% | −686−35.8% | Reduced |
| Triune Financial Partners, LLC | 1,214 | $840.1K | 0.20% | +7+0.6% | Added |
| Stegner Investment Associates Inc. | 1,233 | $840.5K | 0.45% | −39−3.1% | Reduced |
| Portside Wealth Group, LLC | 1,234 | $841.5K | 0.11% | +1,234 | New |
| Strive Financial Group ,LLC | 1,234 | $841.6K | 0.45% | +1,234 | New |
| Millennium Capital Advisors, LLC | 1,234 | $841.8K | 0.50% | 00.0% | Unchanged |
| CWC Advisors, LLC. | 1,236 | $842.9K | 0.41% | +657+113.5% | Added |
| American Trust Investment Advisors, LLC | 1,237 | $843.5K | 0.45% | −30−2.4% | Reduced |
| a16z Perennial Management, L.P. | 1,239 | $844.9K | 0.07% | 00.0% | Unchanged |
| Summit Global Investments | 1,239 | $845.0K | 0.05% | −41−3.2% | Reduced |
| HT Partners LLC | 1,241 | $846.3K | 0.25% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 1,242 | $846.9K | 0.46% | −20−1.6% | Reduced |
| Adamsbrown Wealth Consultants LLC | 1,242 | $847.2K | 0.24% | +635+104.6% | Added |
| Focused Wealth Management, Inc | 1,244 | $848.4K | 0.09% | −2,365−65.5% | Reduced |
| Fourth Dimension Wealth, LLC | 1,249 | $851.6K | 0.31% | +1,086+666.3% | Added |
| North Point Portfolio Managers Corp | 1,252 | $853.8K | 0.14% | +12+1.0% | Added |
| Golden State Equity Partners | 1,253 | $854.6K | 0.14% | +60+5.0% | Added |
| Unique Wealth Strategies, LLC | 1,254 | $855.3K | 0.34% | +102+8.9% | Added |
| Lee Financial Co | 1,254 | $855.4K | 0.12% | −237−15.9% | Reduced |
| Aufman Associates Inc | 1,255 | $855.8K | 0.44% | −20−1.6% | Reduced |
| Indie Asset Partners, LLC | 1,255 | $855.9K | 0.95% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 1,252 | $856.3K | 0.21% | 00.0% | Unchanged |
| Scientech Research LLC | 1,258 | $857.9K | 0.54% | +429+51.7% | Added |
| Stonehearth Capital Management, LLC | 1,259 | $858.5K | 0.32% | 00.0% | Unchanged |
| Weitzel Financial Services, Inc. | 1,259 | $860.4K | 0.33% | +72+6.1% | Added |
| Ballast, Inc. | 1,261 | $860.4K | 0.20% | +4+0.3% | Added |
| Magnolia Capital Advisors LLC | 1,262 | $860.5K | 0.18% | +52+4.3% | Added |
| Lee Johnson Capital Management, LLC | 1,262 | $860.6K | 0.30% | 00.0% | Unchanged |
| Miller Financial Services LLC | 1,209 | $861.4K | 1.01% | −6−0.5% | Reduced |
| RFP Financial Group LLC | 1,267 | $864.2K | 0.41% | −3,193−71.6% | Reduced |
| C M Bidwell & Associates Ltd | 1,268 | $864.7K | 0.41% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 1,268 | $864.7K | 0.13% | −418−24.8% | Reduced |
| Bernicke Wealth Management, Ltd. | 1,269 | $865.4K | 0.11% | +1,269 | New |
| Requisite Capital Management, LLC | 1,269 | $868.2K | 0.16% | +313+32.7% | Added |
| Painted Porch Advisors LLC | 1,275 | $869.6K | 0.35% | −143−10.1% | Reduced |
| Financial Counselors Inc | 1,278 | $871.5K | 1.21% | −23−1.8% | Reduced |
| Ashton Thomas Securities, LLC | 1,278 | $871.5K | 0.17% | +420+49.0% | Added |
| Stokes Family Office, LLC | 1,279 | $872.2K | 0.08% | −3,533−73.4% | Reduced |
| Grey Fox Wealth Advisors, LLC | 1,275 | $872.2K | 0.18% | −73−5.4% | Reduced |
| Mosley Wealth Management | 1,298 | $874.0K | 0.40% | +1,298 | New |
| Hilltop Partners LLC | 1,283 | $875.2K | 0.23% | +13+1.0% | Added |
| Keystone Global Partners, LLC | 1,284 | $875.4K | 0.39% | 00.0% | Unchanged |
| Davidson Investment Advisors | 1,285 | $876.3K | 0.04% | +897+231.2% | Added |
| Kooman & Associates | 1,286 | $876.9K | 0.26% | +1,286 | New |
| Solitude Financial Services | 1,286 | $877.0K | 0.29% | +10+0.8% | Added |
| 4J Wealth Management LLC | 1,287 | $877.6K | 0.50% | 00.0% | Unchanged |
| Vicus Capital | 1,287 | $877.7K | 0.07% | −29,914−95.9% | Reduced |
| Great Lakes Retirement, Inc. | 1,285 | $878.7K | 0.09% | +91+7.6% | Added |
| South Plains Financial, Inc. | 1,289 | $879.0K | 0.52% | +291+29.2% | Added |
| Shrier Wealth Management, LLC | 1,290 | $879.4K | 0.35% | +1,290 | New |
| Cascade Investment Group, Inc. | 1,290 | $879.7K | 0.59% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 1,290 | $879.7K | 0.65% | +1,290 | New |
| Eddie Patel Inc | 1,293 | $882.0K | 0.66% | +1,293 | New |
| Slagle Financial, LLC | 1,294 | $882.3K | 0.31% | +239+22.7% | Added |
| Horizon Kinetics Asset Management LLC | 1,294 | $882.4K | 0.01% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 1,295 | $883.0K | 0.11% | +114+9.7% | Added |
| Seaside Wealth Management, Inc. | 1,296 | $884.0K | 0.25% | −107−7.6% | Reduced |
| Stanich Group LLC | 1,298 | $885.5K | 0.67% | 00.0% | Unchanged |
| Sequent Planning LLC | 1,299 | $885.5K | 0.23% | −5−0.4% | Reduced |
| Waterway Wealth Management, LLC | 1,300 | $886.2K | 0.20% | +593+83.9% | Added |
| Ping Capital Management, Inc. | 1,300 | $886.5K | 0.35% | +1,300 | New |
| Stack Financial Management, Inc | 1,304 | $889.2K | 0.07% | −43−3.2% | Reduced |
| Fonville Wealth Management LLC | 1,304 | $889.3K | 0.18% | +100+8.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 1,306 | $890.8K | 0.14% | −34−2.5% | Reduced |
| Polaris Investment Advisors, LLC | 1,306 | $890.9K | 0.64% | +1,306 | New |