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 |
|---|---|---|---|---|---|
| Addison Advisors LLC | 1,307 | $891.3K | 0.20% | −125−8.7% | Reduced |
| D'Orazio & Associates, Inc. | 1,308 | $891.9K | 0.11% | +10+0.8% | Added |
| SageGuard Financial Group, LLC | 1,308 | $892.2K | 0.14% | +1,308 | New |
| Blue Line Capital, LLC | 1,308 | $892.2K | 1.06% | +1,308 | New |
| Monument Capital Management | 1,309 | $892.5K | 0.22% | −22−1.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,310 | $893.3K | 0.43% | 00.0% | Unchanged |
| Twin Cities Retirement Group LLC | 1,317 | $898.2K | 0.87% | +1,317 | New |
| Cooke Wealth Management, LLC | 1,302 | $898.8K | 0.78% | +1,302 | New |
| Triangle Securities Wealth Management | 1,323 | $902.2K | 0.19% | −936−41.4% | Reduced |
| L.K. Benson & Company, P.C. | 1,324 | $902.9K | 0.45% | 00.0% | Unchanged |
| Eagle Wealth Advisors LLC | 1,324 | $902.9K | 0.77% | +1,324 | New |
| Figure 8 Investment Strategies LLC | 1,325 | $903.5K | 0.80% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 1,325 | $903.6K | 0.11% | −25−1.9% | Reduced |
| Mascoma Wealth Management LLC | 1,327 | $904.9K | 0.19% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 1,329 | $906.2K | 0.44% | +62+4.9% | Added |
| Capital Counsel LLC | 1,329 | $906.3K | 0.03% | −139−9.5% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,331 | $907.6K | 0.19% | +203+18.0% | Added |
| Waterford Advisors, LLC | 1,332 | $908.3K | 0.36% | −25−1.8% | Reduced |
| Moseley Investment Management Inc | 1,333 | $908.8K | 0.28% | +1+0.1% | Added |
| TriaGen Wealth Management LLC | 1,333 | $909.0K | 0.24% | −22−1.6% | Reduced |
| True Link Financial Advisors, LLC | 1,333 | $909.0K | 0.06% | +219+19.7% | Added |
| Community Bank & Trust, Waco, Texas | 1,334 | $910.0K | 0.19% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 1,335 | $910.2K | 0.38% | −31−2.3% | Reduced |
| HighMark Wealth Management LLC | 1,335 | $910.4K | 0.37% | +157+13.3% | Added |
| Powerhouse Assets LLC | 1,336 | $910.8K | 0.80% | +1,336 | New |
| Rothschild Capital Partners, LLC | 1,338 | $912.2K | 0.22% | +1+0.1% | Added |
| Northland Securities, Inc. | 1,338 | $912.4K | 0.87% | +1,338 | New |
| Canton Hathaway, LLC | 1,340 | $913.8K | 0.18% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 1,340 | $913.8K | 0.47% | +1,340 | New |
| Symmetry Partners, LLC | 1,342 | $915.1K | 0.05% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 1,343 | $916.1K | 0.37% | −356−21.0% | Reduced |
| Cypress Point Wealth Management, LLC | 1,348 | $919.0K | 0.20% | +855+173.4% | Added |
| Strategic Financial Services, Inc, | 1,333 | $920.8K | 0.04% | −215−13.9% | Reduced |
| Beacon Financial Group | 1,355 | $924.3K | 0.09% | 00.0% | Unchanged |
| William Mack & Associates, Inc. | 1,357 | $925.5K | 0.44% | +70+5.4% | Added |
| First Financial Corp | 1,358 | $926.0K | 0.35% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 1,360 | $927.0K | 0.29% | −2−0.1% | Reduced |
| Manuka Financial, LLC | 1,360 | $927.4K | 0.58% | 00.0% | Unchanged |
| LifeGuide Financial Advisors, LLC | 1,361 | $929.5K | 0.31% | −102−7.0% | Reduced |
| SMART Wealth LLC | 1,364 | $929.8K | 0.28% | −218−13.8% | Reduced |
| Valley Financial Group, Inc. | 1,366 | $931.3K | 0.52% | −72−5.0% | Reduced |
| Beacon Wealthcare LLC | 1,366 | $931.5K | 0.32% | −6−0.4% | Reduced |
| Greenbush Financial Group, LLC | 1,366 | $931.6K | 0.32% | +4+0.3% | Added |
| Great Oak Capital Partners, LLC | 1,366 | $933.2K | 0.23% | +56+4.3% | Added |
| Mattern Wealth Management LLC | 1,369 | $933.5K | 0.18% | 00.0% | Unchanged |
| S Harris Financial Group, LLC | 1,372 | $935.7K | 0.90% | +1,372 | New |
| Ruedi Wealth Management, Inc. | 1,374 | $936.8K | 0.25% | −154−10.1% | Reduced |
| Grant Street Asset Management, Inc. | 1,378 | $939.5K | 0.19% | −60−4.2% | Reduced |
| True Vision MN LLC | 1,374 | $939.7K | 0.48% | +154+12.6% | Added |
| Legend Capital Advisors LLC | 1,380 | $941.0K | 0.52% | +1,380 | New |
| Silverlake Wealth Management LLC | 1,383 | $943.4K | 0.21% | +21+1.5% | Added |
| Aberdeen Wealth Management LLC | 1,384 | $943.8K | 0.44% | −8−0.6% | Reduced |
| High Note Wealth, LLC | 1,385 | $944.5K | 0.18% | 00.0% | Unchanged |
| Cannon Capital Management, Inc. | 1,388 | $946.6K | 0.83% | +1,388 | New |
| Landing Point Financial Group, LLC | 1,390 | $948.0K | 0.47% | −30−2.1% | Reduced |
| Prosperity Wealth Management, Inc. | 1,391 | $948.8K | 0.32% | +103+8.0% | Added |
| Morling Financial Advisors, LLC | 1,392 | $949.1K | 0.30% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 1,393 | $950.1K | 0.10% | +51+3.8% | Added |
| Martin Capital Advisors, LLP | 1,397 | $952.6K | 0.56% | 00.0% | Unchanged |
| SFM, LLC | 1,398 | $953.3K | 0.56% | +6+0.4% | Added |
| Livet Wealth, LLC | 1,399 | $954.3K | 0.59% | +1,399 | New |
| Stony Point Wealth Management Inc. | 1,400 | $955.0K | 0.36% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 1,400 | $955.0K | 0.03% | −85−5.7% | Reduced |
| Capital Markets Trading UK LLP | 1,403 | $957.0K | 1.16% | +828+144.0% | Added |
| BKM Wealth Management, LLC | 1,404 | $957.4K | 0.35% | −7−0.5% | Reduced |
| Quad-Cities Investment Group, LLC | 1,404 | $957.5K | 0.40% | +14+1.0% | Added |
| Camden National Bank | 1,407 | $959.5K | 0.13% | −30−2.1% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 1,410 | $961.8K | 0.28% | +1+0.1% | Added |
| Asset One Wealth Management LLC | 1,384 | $962.4K | 0.13% | +1,384 | New |
| Clarus Group, Inc. | 1,413 | $963.6K | 0.35% | −124−8.1% | Reduced |
| Client 1st Advisory Group, LLC | 1,416 | $965.3K | 0.30% | +152+12.0% | Added |
| Financial Planning Hawaii, Inc. | 1,416 | $965.4K | 0.56% | +1,416 | New |
| Investment Partners, Ltd. | 1,417 | $966.3K | 0.34% | −148−9.5% | Reduced |
| T3 Companies, LLC | 1,418 | $967.0K | 1.24% | +1,418 | New |
| Code Waechter LLC | 1,418 | $967.0K | 0.62% | −4−0.3% | Reduced |
| Cornerstone Planning Group LLC | 1,392 | $967.7K | 0.15% | +1,358+3,994.1% | Added |
| Planning Center, Inc. | 1,420 | $968.3K | 0.10% | +10+0.7% | Added |
| Vantage Financial Partners, LLC | 1,423 | $970.4K | 0.20% | −15−1.0% | Reduced |
| Steinberg Asset Management LLC | 1,423 | $970.4K | 0.72% | 00.0% | Unchanged |
| Ted Buchan & Co | 1,423 | $971.0K | 0.36% | +394+38.3% | Added |
| Cura Wealth Advisors, LLC | 1,426 | $972.7K | 0.37% | +13+0.9% | Added |
| Mullaney, Keating & Wright, Inc. | 1,428 | $973.7K | 0.51% | +22+1.6% | Added |
| Prepared Retirement Institute LLC | 1,428 | $974.1K | 0.49% | −12−0.8% | Reduced |
| Brian Low Financial Group, LLC | 1,431 | $975.8K | 0.69% | −105−6.8% | Reduced |
| Sound Financial Strategies Group, LLC | 1,432 | $976.5K | 0.69% | −18−1.2% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 1,432 | $976.6K | 0.51% | +1,432 | New |
| WealthCollab, LLC | 1,435 | $978.6K | 0.40% | 00.0% | Unchanged |
| Smart Money Group LLC | 1,435 | $978.7K | 0.29% | +308+27.3% | Added |
| Tiemann Investment Advisors, LLC | 1,435 | $979.0K | 0.38% | +7+0.5% | Added |
| Congress Park Capital LLC | 1,437 | $979.9K | 0.29% | −165−10.3% | Reduced |
| HBK Investments L P | 1,437 | $979.9K | 0.01% | +740+106.2% | Added |
| TFB Advisors LLC | 1,439 | $981.1K | 0.27% | −25−1.7% | Reduced |
| Mainsail Asset Management, LLC | 1,439 | $981.5K | 0.42% | +33+2.3% | Added |
| Eagle Bay Advisors LLC | 1,437 | $983.1K | 0.72% | −266−15.6% | Reduced |
| KRS Capital Management, LLC | 1,443 | $984.0K | 0.57% | 00.0% | Unchanged |
| Constitution Capital LLC | 1,444 | $984.4K | 0.47% | −15−1.0% | Reduced |
| J2 Capital Management Inc | 1,445 | $985.4K | 0.72% | −37−2.5% | Reduced |
| Xcel Wealth Management, LLC | 1,447 | $986.7K | 0.25% | +300+26.2% | Added |
| Burk Holdings LLC | 1,447 | $987.0K | 0.47% | +3+0.2% | Added |
| GreatBanc Trust CO | 1,449 | $988.1K | 0.70% | 00.0% | Unchanged |