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 |
|---|---|---|---|---|---|
| ORG Wealth Partners, LLC | 1,448 | $988.5K | 0.23% | +37+2.6% | Added |
| Wilkins Investment Counsel Inc | 1,453 | $990.8K | 0.14% | −46−3.1% | Reduced |
| Financial Management Network Inc | 1,450 | $990.9K | 0.16% | +162+12.6% | Added |
| Aft, Forsyth & Company, Inc. | 1,455 | $992.3K | 0.43% | −28−1.9% | Reduced |
| Wilson & Boucher Capital Management, LLC | 1,455 | $992.5K | 0.65% | 00.0% | Unchanged |
| Front Street Capital Management, Inc. | 1,456 | $993.0K | 0.14% | −16−1.1% | Reduced |
| Emissary Wealth LLC | 1,457 | $993.8K | 0.83% | +1,457 | New |
| Discipline Wealth Solutions, LLC | 1,459 | $995.0K | 0.18% | +622+74.3% | Added |
| Wealth Quarterback LLC | 1,463 | $997.9K | 0.36% | +28+2.0% | Added |
| Noble Wealth Management PBC | 1,464 | $998.4K | 0.50% | −18−1.2% | Reduced |
| Center For Asset Management LLC | 1,463 | $998.9K | 0.52% | +205+16.3% | Added |
| Stonebridge Capital Advisors LLC | 1,465 | $999.3K | 0.07% | −85−5.5% | Reduced |
| Midwest Financial Partners Investments, Inc. | 1,466 | $999.7K | 0.56% | +1,466 | New |
| Opinicus Capital, Inc. | 1,468 | $1.00M | 0.70% | −32−2.1% | Reduced |
| Silver Lake Advisory, LLC | 1,471 | $1.00M | 0.39% | +274+22.9% | Added |
| CDKV Holdings LLC | 1,474 | $1.01M | 0.86% | +1,474 | New |
| Richard W. Paul & Associates, LLC | 1,475 | $1.01M | 0.33% | −194−11.6% | Reduced |
| Fenimore Asset Management Inc | 1,477 | $1.01M | 0.02% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 1,479 | $1.01M | 0.75% | +53+3.7% | Added |
| Buttonwood Financial Advisors Inc. | 1,483 | $1.01M | 0.34% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 1,485 | $1.01M | 0.31% | +791+114.0% | Added |
| Nolet Wealth Management, LLC | 1,486 | $1.01M | 0.56% | +1,486 | New |
| Family Capital Trust Co | 1,486 | $1.01M | 0.33% | −6−0.4% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 1,486 | $1.01M | 0.50% | +22+1.5% | Added |
| TCFG Wealth Management, LLC | 1,488 | $1.01M | 0.40% | −81−5.2% | Reduced |
| Newton One Investments LLC | 1,488 | $1.01M | 0.30% | −59−3.8% | Reduced |
| Lafayette Investments, Inc. | 1,489 | $1.02M | 0.19% | −10−0.7% | Reduced |
| Zuckerman Investment Group, LLC | 1,489 | $1.02M | 0.09% | +6+0.4% | Added |
| Breachway Investments LLC | 1,489 | $1.02M | 1.07% | +1,489 | New |
| Wealthstar Advisors, LLC | 1,490 | $1.02M | 0.55% | −1,049−41.3% | Reduced |
| Atom Investors LP | 1,493 | $1.02M | 0.08% | −99,546−98.5% | Reduced |
| Midwest Capital Advisors, LLC | 1,495 | $1.02M | 0.49% | +21+1.4% | Added |
| Rossby Financial, LCC | 1,499 | $1.02M | 0.32% | −16−1.1% | Reduced |
| JB Capital LLC | 1,499 | $1.02M | 0.04% | +287+23.7% | Added |
| Yost Capital Management, LP | 1,500 | $1.02M | 1.48% | −1,700−53.1% | Reduced |
| Nichols & Pratt Advisers LLP | 1,500 | $1.02M | 0.06% | +14+0.9% | Added |
| Discovery Capital Management, LLC | 1,500 | $1.02M | 0.06% | +1,198+396.7% | Added |
| Hunter Perkins Capital Management, LLC | – | $1.02M | 0.24% | – | – |
| Keb Asset Management, LLC | 1,501 | $1.02M | 0.21% | +25+1.7% | Added |
| Aegis Wealth Management, Inc. | 1,503 | $1.03M | 0.81% | +1,503 | New |
| Vestia Personal Wealth Advisors | 1,496 | $1.03M | 0.52% | −5−0.3% | Reduced |
| Marquette Asset Management, LLC | 1,504 | $1.03M | 0.15% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 1,505 | $1.03M | 0.02% | +4+0.3% | Added |
| Legacy Financial Group, Inc. | 1,507 | $1.03M | 0.27% | −54−3.5% | Reduced |
| New Covenant Trust Company, N.A. | 1,505 | $1.03M | 0.93% | 00.0% | Unchanged |
| Estate Counselors, LLC | 1,510 | $1.03M | 0.09% | −340−18.4% | Reduced |
| Greystone Financial Group, LLC | 1,510 | $1.03M | 0.16% | −1,450−49.0% | Reduced |
| Bosman Wealth Management, LLC | 1,511 | $1.03M | 0.85% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 1,511 | $1.03M | 0.14% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 1,511 | $1.03M | 0.19% | −17,895−92.2% | Reduced |
| Ridge Creek Global, Inc | 1,513 | $1.03M | 0.87% | +1,513 | New |
| FSB Premier Wealth Management, Inc. | 1,516 | $1.03M | 0.33% | −62−3.9% | Reduced |
| GHP Investment Advisors, Inc. | 1,521 | $1.04M | 0.04% | +131+9.4% | Added |
| Peak Wealth Management LLC | 1,523 | $1.04M | 0.87% | +1,523 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,526 | $1.04M | 0.01% | −1,443−48.6% | Reduced |
| Graney & King, LLC | 1,531 | $1.04M | 0.61% | −1−0.1% | Reduced |
| RAM Investment Partners, LLC | 1,533 | $1.05M | 0.19% | −8−0.5% | Reduced |
| Cfo Capital Management LLC | 1,535 | $1.05M | 0.78% | +1,535 | New |
| Signet Investment Advisory Group, Inc. | 1,535 | $1.05M | 0.49% | −18−1.2% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,536 | $1.05M | 0.26% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 1,536 | $1.05M | 0.08% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 1,535 | $1.05M | 0.24% | −925−37.6% | Reduced |
| Bank of Jackson Hole Trust | 1,547 | $1.05M | 0.50% | −109−6.6% | Reduced |
| Ethic Inc. | 1,552 | $1.06M | 0.02% | −120−7.2% | Reduced |
| Northbridge Financial Group, LLC | 1,553 | $1.06M | 0.48% | +1,553 | New |
| Dixon Mitchell Investment Counsel Inc. | 1,552 | $1.06M | 0.04% | +1,137+274.0% | Added |
| Alpha Financial Advisors, LLC | 1,560 | $1.06M | 0.33% | +356+29.6% | Added |
| Cadia Private Client LLC | 1,561 | $1.06M | 0.84% | +1,561 | New |
| Birchcreek Wealth Management, LLC | 1,564 | $1.07M | 0.52% | 00.0% | Unchanged |
| New South Capital Management Inc | 1,564 | $1.07M | 0.05% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 1,565 | $1.07M | 0.61% | −118−7.0% | Reduced |
| BluePath Capital Management, LLC | 1,565 | $1.07M | 0.72% | −1,530−49.4% | Reduced |
| Piscataqua Savings Bank | 1,567 | $1.07M | 0.75% | +300+23.7% | Added |
| WealthTrust Axiom LLC | 1,569 | $1.07M | 0.28% | −149−8.7% | Reduced |
| Fairvoy Private Wealth, LLC | 1,569 | $1.07M | 0.24% | +100+6.8% | Added |
| jvl associates llc | 1,574 | $1.07M | 0.35% | +3+0.2% | Added |
| Infinity Wealth Counsel, LLC | 1,575 | $1.07M | 0.98% | −20−1.3% | Reduced |
| Alamar Capital Management, LLC | 1,573 | $1.08M | 0.59% | −51−3.1% | Reduced |
| PFG Private Wealth Management, LLC | 1,579 | $1.08M | 0.47% | −1,007−38.9% | Reduced |
| Arq Wealth Advisors, LLC | 1,581 | $1.08M | 0.29% | −3−0.2% | Reduced |
| United Bank | 1,581 | $1.08M | 0.37% | +1,056+201.1% | Added |
| Lawood & Co | 1,582 | $1.08M | 1.02% | +1,582 | New |
| Pension & Wealth Management Advisors, Inc. | 1,584 | $1.08M | 0.32% | −1,305−45.2% | Reduced |
| American Money Management, LLC | 1,592 | $1.09M | 0.17% | +400+33.6% | Added |
| RiverFront Investment Group, LLC | 1,593 | $1.09M | 0.02% | +5+0.3% | Added |
| Trivant Custom Portfolio Group, LLC | 1,595 | $1.09M | 0.63% | −64−3.9% | Reduced |
| Runnymede Capital Advisors, Inc. | 1,595 | $1.09M | 0.63% | +1,595 | New |
| Bellevue Asset Management, LLC | 1,597 | $1.09M | 0.53% | −140−8.1% | Reduced |
| Milestone Asset Management Group, LLC | 1,599 | $1.09M | 0.62% | +3+0.2% | Added |
| Bullock Wealth Management Group | 1,600 | $1.09M | 0.53% | −179−10.1% | Reduced |
| Trellis Wealth Advisors LLC | 1,603 | $1.09M | 0.43% | +147+10.1% | Added |
| Cim, LLC | 1,612 | $1.10M | 0.14% | +110+7.3% | Added |
| Avaii Wealth Management, LLC | 1,615 | $1.10M | 0.40% | +1+0.1% | Added |
| Reston Wealth Management LLC | 1,617 | $1.10M | 0.34% | −130−7.4% | Reduced |
| Advocate Investing Services LLC | 1,620 | $1.10M | 0.99% | +1,620 | New |
| Navalign, LLC | 1,620 | $1.11M | 0.27% | −133−7.6% | Reduced |
| Alternative Investment Advisors, LLC. | 1,621 | $1.11M | 0.48% | +14+0.9% | Added |
| EagleClaw Capital Managment, LLC | 1,627 | $1.11M | 0.16% | −140−7.9% | Reduced |
| Capstone Wealth Management Group LLC | 1,628 | $1.11M | 0.67% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,631 | $1.11M | 0.32% | −246−13.1% | Reduced |