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 |
|---|---|---|---|---|---|
| Barlow Wealth Partners, Inc. | 1,603 | $1.11M | 0.12% | −10−0.6% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 1,633 | $1.11M | 0.21% | +451+38.2% | Added |
| Cetera Trust Company, N.A | 1,636 | $1.12M | 0.60% | 00.0% | Unchanged |
| Mason & Associates Inc | 1,637 | $1.12M | 0.21% | +733+81.1% | Added |
| Eaton Financial Holdings Company, LLC | 1,639 | $1.12M | 0.30% | +525+47.1% | Added |
| VSM Wealth Advisory, LLC | 1,641 | $1.12M | 0.34% | +1+0.1% | Added |
| Gen-Wealth Partners Inc | 262,233 | $1.12M | 0.36% | +260,987+20,946.0% | Added |
| Providence Capital Advisors, LLC | 1,647 | $1.12M | 0.19% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,647 | $1.12M | 0.15% | +40+2.5% | Added |
| Massar Capital Management, LP | 1,648 | $1.12M | 0.22% | +1,648 | New |
| Elevated Private Wealth, LLC | 1,648 | $1.12M | 1.17% | +1,648 | New |
| Parr McKnight Wealth Management Group, LLC | 1,649 | $1.12M | 0.15% | −9−0.5% | Reduced |
| McGuire Capital Advisors Inc | 1,649 | $1.12M | 0.72% | +1,649 | New |
| Guardian Capital, LLC | 1,652 | $1.13M | 1.01% | +1,652 | New |
| Galvin, Gaustad & Stein, LLC | 1,652 | $1.13M | 0.09% | +1+0.1% | Added |
| 626 Financial, LLC | 1,653 | $1.13M | 0.49% | +1+0.1% | Added |
| Collaborative Wealth Managment Inc. | 1,653 | $1.13M | 0.40% | +66+4.2% | Added |
| Eclectic Associates Inc | 1,657 | $1.13M | 0.18% | +364+28.2% | Added |
| Summa Corp. | 1,660 | $1.13M | 0.49% | −97−5.5% | Reduced |
| McDonough Capital Management, Inc | 1,664 | $1.13M | 0.56% | −11−0.7% | Reduced |
| Johnson & White Wealth Management, LLC | 1,668 | $1.14M | 0.50% | −112−6.3% | Reduced |
| 17 Capital Partners, LLC | 1,669 | $1.14M | 0.59% | +424+34.1% | Added |
| Quantum Private Wealth, LLC | 1,675 | $1.14M | 0.33% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 1,676 | $1.14M | 0.43% | 00.0% | Unchanged |
| TTP Investments, Inc. | 1,679 | $1.14M | 0.37% | +313+22.9% | Added |
| Strategic Investment Advisors | 1,684 | $1.15M | 0.10% | +77+4.8% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 1,689 | $1.15M | 0.09% | +959+131.4% | Added |
| United Financial Planning Group LLC | 1,692 | $1.15M | 0.70% | +709+72.1% | Added |
| Key Capital Management, INC | 1,694 | $1.16M | 1.14% | +1,694 | New |
| Ballast Advisors LLC | 1,696 | $1.16M | 0.32% | −463−21.4% | Reduced |
| Poinciana Advisors Group, LLC | 1,697 | $1.16M | 0.91% | +95+5.9% | Added |
| Amara Financial, LLC. | 1,698 | $1.16M | 0.80% | +5+0.3% | Added |
| Compass Financial Services Inc | 1,698 | $1.16M | 0.50% | −64−3.6% | Reduced |
| J. Team Financial, Inc. | 1,699 | $1.16M | 1.16% | −60−3.4% | Reduced |
| Prostatis Group LLC | 1,701 | $1.16M | 0.28% | −46−2.6% | Reduced |
| RVW Wealth, LLC | 1,705 | $1.16M | 0.09% | +892+109.7% | Added |
| Prospect Financial Group LLC | 1,706 | $1.16M | 1.08% | 00.0% | Unchanged |
| United Community Bank | 1,706 | $1.16M | 0.44% | +238+16.2% | Added |
| August Group Capital Ltd | 1,707 | $1.16M | 1.29% | +1,707 | New |
| Prosperitas Financial LLC | 1,717 | $1.17M | 0.46% | −2−0.1% | Reduced |
| Briaud Financial Planning, Inc | 1,719 | $1.17M | 0.29% | +757+78.7% | Added |
| Penbrook Management LLC | 1,720 | $1.17M | 0.81% | −75−4.2% | Reduced |
| DKM Wealth Management, Inc. | 1,721 | $1.17M | 0.88% | +10+0.6% | Added |
| Reflection Asset Management | 1,713 | $1.18M | 0.84% | +1,713 | New |
| Goldstream Capital Management Ltd | 1,732 | $1.18M | 0.49% | +866+100.0% | Added |
| Live Oak Private Wealth LLC | 1,735 | $1.18M | 0.16% | +1+0.1% | Added |
| Intergy Private Wealth, LLC | 1,739 | $1.19M | 0.36% | +57+3.4% | Added |
| Visionary Horizons, LLC | 1,747 | $1.19M | 0.62% | +62+3.7% | Added |
| Opes Wealth Management LLC | 1,748 | $1.19M | 0.20% | +48+2.8% | Added |
| Wescott Financial Advisory Group, LLC | 1,752 | $1.19M | 0.10% | −8−0.5% | Reduced |
| Chokshi & Queen Wealth Advisors, Inc | 1,752 | $1.19M | 0.62% | −68−3.7% | Reduced |
| Vermillion Wealth Management, Inc. | 1,756 | $1.20M | 0.49% | +55+3.2% | Added |
| Align Financial, LLC | 1,200,217 | $1.20M | 0.70% | +1,200,217 | New |
| COFG Advisors, LLC | 1,764 | $1.20M | 0.30% | +1,764 | New |
| Unison Asset Management LLC | 1,768 | $1.21M | 0.54% | 00.0% | Unchanged |
| ONE Advisory Partners, LLC | 1,768 | $1.21M | 0.36% | +5+0.3% | Added |
| Delta Wealth Advisors LLC | 1,769 | $1.21M | 1.01% | 00.0% | Unchanged |
| Dominguez Wealth Management Solutions, Inc. | 1,769 | $1.21M | 0.74% | +2+0.1% | Added |
| Financial Advisory Corp | 1,771 | $1.21M | 0.18% | −24−1.3% | Reduced |
| Clarion Wealth Managment Partners, LLC | 1,772 | $1.21M | 1.12% | +2+0.1% | Added |
| Passive Capital Management, LLC. | 1,773 | $1.21M | 0.38% | −25−1.4% | Reduced |
| Vista Investment Management | 1,777 | $1.21M | 0.40% | −4−0.2% | Reduced |
| HTG Investment Advisors, Inc. | 1,777 | $1.21M | 0.37% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,778 | $1.21M | 0.25% | +20+1.1% | Added |
| Bogart Wealth, LLC | 1,784 | $1.22M | 0.05% | +794+80.2% | Added |
| Tanglewood Wealth Management, Inc. | 1,784 | $1.22M | 0.11% | −590−24.9% | Reduced |
| Marion Wealth Management | 1,768 | $1.22M | 0.27% | −196−10.0% | Reduced |
| Z3 Capital Partners, LLC | 1,789 | $1.22M | 0.29% | +1,789 | New |
| Meeder Advisory Services, Inc. | 1,790 | $1.22M | 0.05% | +88+5.2% | Added |
| WLTH Capital Management, LLC | 1,791 | $1.22M | 0.94% | +1,791 | New |
| AJ Advisors, LLC | 1,794 | $1.22M | 0.45% | +36+2.0% | Added |
| Advisory Research Inc | 1,798 | $1.23M | 0.15% | +925+106.0% | Added |
| West Chester Capital Advisors, Inc | 1,799 | $1.23M | 0.71% | +293+19.5% | Added |
| Whalen Wealth Management Inc. | 1,800 | $1.23M | 0.66% | −32−1.7% | Reduced |
| Fiduciary Group LLC | 1,806 | $1.23M | 0.10% | −36−2.0% | Reduced |
| Blue Rock Wealth Management LLC | 1,807 | $1.23M | 0.77% | +40+2.3% | Added |
| Laurel Wealth Planning LLC | 1,812 | $1.24M | 0.68% | +13+0.7% | Added |
| Isthmus Partners, LLC | 1,812 | $1.24M | 0.14% | 00.0% | Unchanged |
| Myecfo, LLC | 1,812 | $1.24M | 0.52% | +2+0.1% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,812 | $1.24M | 1.79% | +1,007+125.1% | Added |
| Sage Investment Advisers LLC | 1,817 | $1.24M | 0.93% | +1,817 | New |
| Oak Wealth Advisors LLC | 1,818 | $1.24M | 0.71% | +43+2.4% | Added |
| BDFS Capital LLC | 1,814 | $1.24M | 0.63% | +1,814 | New |
| DecisionMap Wealth Management, LLC | 1,823 | $1.24M | 0.77% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 1,825 | $1.24M | 0.17% | −252−12.1% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,827 | $1.25M | 0.91% | −161−8.1% | Reduced |
| BancFirst Trust & Investment Management | 1,816 | $1.25M | 0.51% | −40−2.2% | Reduced |
| Dover Advisors, LLC | 1,825 | $1.25M | 0.48% | +90+5.2% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 1,803 | $1.25M | 0.54% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 1,838 | $1.25M | 0.26% | +79+4.5% | Added |
| Foster Group, Inc. | 1,840 | $1.25M | 0.04% | +117+6.8% | Added |
| Silver Oak Advisory Group, Inc. | 1,841 | $1.25M | 0.57% | +15+0.8% | Added |
| Plan A Wealth LLC | 1,845 | $1.26M | 0.62% | +608+49.2% | Added |
| Garner Asset Management Corp | 1,846 | $1.26M | 0.48% | +3+0.2% | Added |
| Cladis Investment Advisory, LLC | 1,847 | $1.26M | 0.69% | −7−0.4% | Reduced |
| Rise Advisors, LLC | 1,849 | $1.26M | 0.45% | −43−2.3% | Reduced |
| Vernal Point Advisors, LLC | 1,844 | $1.26M | 0.52% | 00.0% | Unchanged |
| Theory Financial LLC | 1,821 | $1.26M | 0.42% | +13+0.7% | Added |
| Palogic Value Management, L.P. | 1,855 | $1.26M | 0.54% | 00.0% | Unchanged |
| Trademark Financial Management, LLC | 1,857 | $1.27M | 0.70% | −64−3.3% | Reduced |