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 |
|---|---|---|---|---|---|
| Cookson Peirce & Co Inc | 1,857 | $1.27M | 0.05% | −212−10.2% | Reduced |
| Monetary Management Group Inc | 1,860 | $1.27M | 0.29% | −505−21.4% | Reduced |
| Park Square Financial Group, LLC | 2,168 | $1.27M | 7.54% | −302−12.2% | Reduced |
| Centerpoint Advisors, LLC | 1,871 | $1.28M | 0.39% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,874 | $1.28M | 0.25% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 1,875 | $1.28M | 0.73% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 1,875 | $1.28M | 0.65% | 00.0% | Unchanged |
| Frederick Financial Consultants, LLC | 1,875 | $1.28M | 0.70% | −482−20.4% | Reduced |
| Strategies Wealth Advisors, LLC | 1,877 | $1.28M | 0.13% | +49+2.7% | Added |
| Millstone Evans Group, LLC | 1,882 | $1.28M | 0.76% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 1,883 | $1.28M | 1.48% | −125−6.2% | Reduced |
| Peak Retirement Planning, Inc. | 1,884 | $1.28M | 0.30% | +1,095+138.8% | Added |
| WESPAC Advisors, LLC | 1,887 | $1.29M | 0.70% | −32−1.7% | Reduced |
| Professional Advisory Services Inc | 1,889 | $1.29M | 0.17% | −7−0.4% | Reduced |
| Opal Capital LLC | 1,858 | $1.29M | 0.32% | +1,858 | New |
| Lombard Odier Asset Management (USA) Corp | 1,891 | $1.29M | 0.52% | −2,492−56.9% | Reduced |
| Ankerstar Wealth, LLC | 1,886 | $1.29M | 1.28% | +1,886 | New |
| Fca Corp | 1,896 | $1.29M | 0.36% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,898 | $1.29M | 0.19% | −1,842−49.3% | Reduced |
| Scratch Capital LLC | 1,900 | $1.30M | 0.85% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 1,901 | $1.30M | 0.12% | +19+1.0% | Added |
| Pine Haven Investment Counsel, Inc | 1,902 | $1.30M | 0.92% | 00.0% | Unchanged |
| CKW Financial Group | 1,904 | $1.30M | 0.14% | +102+5.7% | Added |
| Sterling Manor Financial, LLC | 1,909 | $1.30M | 0.81% | −31−1.6% | Reduced |
| Canvas Wealth Advisors, LLC | 1,911 | $1.30M | 0.22% | +106+5.9% | Added |
| Apeiron RIA LLC | 1,875 | $1.30M | 0.26% | −137−6.8% | Reduced |
| Milestones Private Investment Advisors LLC | 1,913 | $1.30M | 0.90% | −74−3.7% | Reduced |
| Boston Common Asset Management, LLC | 1,915 | $1.31M | 0.08% | +1,343+234.8% | Added |
| Kirtland Hills Capital Management, LLC | 1,918 | $1.31M | 0.46% | +23+1.2% | Added |
| Texas Bank & Trust Co | 1,920 | $1.31M | 0.48% | −37−1.9% | Reduced |
| Sherman Asset Management, Inc. | 1,920 | $1.31M | 1.11% | +1,860+3,100.0% | Added |
| Hazlett, Burt & Watson, Inc. | 1,919 | $1.31M | 0.42% | +375+24.3% | Added |
| 49 Wealth Management, LLC | 1,921 | $1.31M | 0.11% | +128+7.1% | Added |
| Windsor Advisory Group, LLC | 1,927 | $1.31M | 1.17% | +117+6.5% | Added |
| Landaas & Co | 1,930 | $1.32M | 0.29% | 00.0% | Unchanged |
| MBA Advisors LLC | 1,935 | $1.32M | 0.53% | +370+23.6% | Added |
| Patrick M Sweeney & Associates, Inc | 1,938 | $1.32M | 0.83% | −25−1.3% | Reduced |
| Cornerstone Financial Management LLC | 1,940 | $1.32M | 1.24% | +1,940 | New |
| Leisure Capital Management | 1,942 | $1.32M | 0.44% | −179−8.4% | Reduced |
| Private Management Group Inc | 1,945 | $1.33M | 0.04% | +111+6.1% | Added |
| Mezzasalma Advisors, LLC | 1,944 | $1.33M | 0.32% | +200+11.5% | Added |
| Nottingham Advisors, Inc. | 1,949 | $1.33M | 0.19% | −95−4.6% | Reduced |
| Fund Advisors of America Inc | 1,950 | $1.33M | 1.22% | +1,950 | New |
| Toth Financial Advisory Corp | 1,951 | $1.33M | 0.14% | −125−6.0% | Reduced |
| Bear Mountain Capital, Inc. | 1,926 | $1.33M | 0.43% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 1,956 | $1.33M | 0.36% | +4+0.2% | Added |
| University of Texas/Texas Am Investment Managment Co | 1,960 | $1.34M | 0.19% | +1,960 | New |
| Brooks, Moore & Associates, Inc. | 1,955 | $1.34M | 0.66% | −141−6.7% | Reduced |
| Trust Co of Tennessee | 1,961 | $1.34M | 0.27% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 1,962 | $1.34M | 0.98% | 00.0% | Unchanged |
| Postrock Partners LLC | 1,964 | $1.34M | 0.58% | 00.0% | Unchanged |
| Independent Investors Inc | 1,972 | $1.34M | 0.25% | 00.0% | Unchanged |
| Dara Capital US, Inc. | 1,972 | $1.34M | 1.19% | +1,972 | New |
| Define Financial, LLC | 1,973 | $1.35M | 0.76% | −36−1.8% | Reduced |
| Baring Financial LLC | 1,978 | $1.35M | 0.82% | −107−5.1% | Reduced |
| Kingstone Capital Partners Texas, LLC | 1,979 | $1.35M | 0.79% | −15−0.8% | Reduced |
| Carter Financial Group, INC. | 1,976 | $1.35M | 0.80% | −11−0.6% | Reduced |
| Fidelity D & D Bancorp Inc | 1,982 | $1.35M | 0.58% | −87−4.2% | Reduced |
| Capital Advantage, Inc. | 1,983 | $1.35M | 0.18% | +130+7.0% | Added |
| Papp L Roy & Associates | 1,983 | $1.35M | 0.15% | −145−6.8% | Reduced |
| HF Advisory Group, LLC | 1,983 | $1.35M | 0.47% | −1−0.1% | Reduced |
| Haven Private, LLC | 1,994 | $1.36M | 0.60% | +6+0.3% | Added |
| Investment Research Partners LLC | 2,000 | $1.36M | 0.59% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 2,000 | $1.36M | 0.80% | 00.0% | Unchanged |
| Lam Group, Inc. | 2,000 | $1.36M | 0.78% | 00.0% | Unchanged |
| Doheny Asset Management | 2,000 | $1.36M | 0.83% | 00.0% | Unchanged |
| Ti-Trust, Inc | 2,002 | $1.37M | 0.84% | −4−0.2% | Reduced |
| Investment Advisory Services Inc | 2,002 | $1.37M | 0.43% | −60−2.9% | Reduced |
| Base Wealth Management LLC | 2,003 | $1.37M | 0.74% | +71+3.7% | Added |
| Independence Wealth Advisors, LLC | 2,005 | $1.37M | 0.77% | +2,005 | New |
| Roof Eidam & Maycock | 2,007 | $1.37M | 0.31% | −88−4.2% | Reduced |
| Centric Wealth Management | 1,969 | $1.37M | 0.29% | −21−1.1% | Reduced |
| WealthBridge Investment Counsel Inc. | 2,009 | $1.37M | 0.41% | +14+0.7% | Added |
| Intellus Advisors LLC | 2,011 | $1.37M | 0.18% | +297+17.3% | Added |
| Rockline Wealth Management, LLC | 2,012 | $1.37M | 0.28% | −60−2.9% | Reduced |
| GK Wealth Management LLC | 2,015 | $1.37M | 1.01% | +33+1.7% | Added |
| Davidson Kempner Capital Management LP | 2,017 | $1.38M | 0.02% | −902−30.9% | Reduced |
| Family Legacy Financial Solutions, LLC | 2,019 | $1.38M | 1.06% | −13−0.6% | Reduced |
| Summit Asset Management, LLC | 2,022 | $1.38M | 0.20% | −63−3.0% | Reduced |
| KMT Wealth Management, LLC | 2,026 | $1.38M | 0.74% | −1,498−42.5% | Reduced |
| Lincoln Capital Corp | 2,027 | $1.38M | 0.49% | +10+0.5% | Added |
| LVZ Advisors, Inc. | 2,030 | $1.38M | 0.15% | +833+69.6% | Added |
| Torrey Growth & Income Advisors | 2,032 | $1.39M | 0.48% | +666+48.8% | Added |
| Wiser Wealth Management, Inc | 2,036 | $1.39M | 0.31% | −9−0.4% | Reduced |
| Shakespeare Wealth Management, Inc. | 2,044 | $1.39M | 0.31% | +49+2.5% | Added |
| Sacks & Associates, LLC | 2,046 | $1.40M | 1.02% | +2,046 | New |
| Investment Partners Asset Management, Inc. | 2,046 | $1.40M | 0.87% | 00.0% | Unchanged |
| Archer Investment Corp | 2,046 | $1.40M | 0.31% | −45−2.2% | Reduced |
| Umpqua Bank | 2,047 | $1.40M | 0.39% | −11−0.5% | Reduced |
| Narwhal Capital Management | 2,047 | $1.40M | 0.10% | +76+3.9% | Added |
| Wealth Management Nebraska | 2,051 | $1.40M | 0.16% | +448+27.9% | Added |
| Financial Security Advisor, Inc. | 2,049 | $1.40M | 0.27% | −80−3.8% | Reduced |
| Oberweis Asset Management Inc | 2,055 | $1.40M | 0.05% | −118−5.4% | Reduced |
| Arcadia Wealth Management, Inc. | 2,056 | $1.40M | 0.80% | +7+0.3% | Added |
| Bci Securities, Inc. | 2,056 | $1.40M | 12.11% | +2,056 | New |
| Stenger Family Office, LLC | 2,542 | $1.40M | 0.29% | −1,875−42.4% | Reduced |
| Precedent Wealth Partners, LLC | 2,059 | $1.40M | 0.29% | 00.0% | Unchanged |
| Red Tortoise LLC | 2,060 | $1.40M | 0.60% | −70−3.3% | Reduced |
| QTR Family Wealth, LLC | 2,032 | $1.41M | 0.62% | +494+32.1% | Added |
| Burton Enright Welch | 2,063 | $1.41M | 0.20% | +270+15.1% | Added |