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
- 1,772 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 |
|---|---|---|---|---|---|
| Alpine Global Management, LLC | 2,063 | $1.41M | 0.31% | +1,663+415.8% | Added |
| Massachusetts Wealth Management | 2,068 | $1.41M | 0.66% | +9+0.4% | Added |
| Sendero Wealth Management, LLC | 2,074 | $1.41M | 0.16% | +321+18.3% | Added |
| Princeton Global Asset Management LLC | 2,077 | $1.42M | 0.23% | +230+12.5% | Added |
| Key Financial Inc | 2,083 | $1.42M | 0.26% | 00.0% | Unchanged |
| Approach Retirement Advisors, LLC | 2,086 | $1.42M | 1.23% | +2,086 | New |
| Silver Grove Financial Group, Inc. | 2,086 | $1.42M | 1.23% | +93+4.7% | Added |
| Intesa Sanpaolo Wealth Management | 2,088 | $1.42M | 0.29% | +2,088 | New |
| Gallacher Capital Management LLC | 2,093 | $1.43M | 0.55% | +102+5.1% | Added |
| Financial Alternatives, Inc | 2,095 | $1.43M | 0.83% | +132+6.7% | Added |
| Horizon Investments, LLC | 2,096 | $1.43M | 0.02% | +450+27.3% | Added |
| Blue Zone Wealth Advisors, LLC | 2,098 | $1.43M | 0.27% | +9+0.4% | Added |
| Courage Miller Partners, LLC | 2,099 | $1.43M | 0.43% | −45−2.1% | Reduced |
| Fortune Financial Advisors, LLC | 2,099 | $1.43M | 0.97% | −21−1.0% | Reduced |
| Richardson Financial Services Inc. | 2,336 | $1.43M | 0.89% | +123+5.6% | Added |
| Pacific Asset Management, LLC | 2,101 | $1.43M | 0.86% | +4+0.2% | Added |
| SJS Investment Consulting Inc. | 2,101 | $1.43M | 0.18% | +234+12.5% | Added |
| Praetorian Wealth Management, Inc. | 2,102 | $1.43M | 0.28% | +2,102 | New |
| Friedenthal Financial | 2,107 | $1.44M | 0.74% | −180−7.9% | Reduced |
| ERn Financial, LLC | 2,107 | $1.44M | 0.27% | −15−0.7% | Reduced |
| Retirement Solution Inc. | 2,110 | $1.44M | 0.32% | +584+38.3% | Added |
| BankPlus Trust Department | 2,110 | $1.44M | 0.38% | −11−0.5% | Reduced |
| Brooklyn FI, LLC | 2,111 | $1.44M | 0.31% | +396+23.1% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 2,112 | $1.44M | 0.95% | −135−6.0% | Reduced |
| Integrity Advisory Solutions, LLC | 2,113 | $1.44M | 0.21% | +1,413+201.9% | Added |
| Standard Life Aberdeen plc | 2,117 | $1.44M | 0.00% | 00.0% | Unchanged |
| Diversified Investment Strategies, LLC | 2,120 | $1.45M | 0.95% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 2,121 | $1.45M | 0.48% | +483+29.5% | Added |
| McGuire Investment Group, LLC | 2,121 | $1.45M | 0.15% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 2,123 | $1.45M | 0.88% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 2,123 | $1.45M | 0.23% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 2,128 | $1.45M | 0.34% | +37+1.8% | Added |
| Level Wealth Management LLC | 2,123 | $1.45M | 0.74% | +1,042+96.4% | Added |
| Wealthspan Partners, LLC | 2,131 | $1.45M | 0.53% | +13+0.6% | Added |
| Paragon Private Wealth Management, LLC | 2,133 | $1.45M | 0.45% | +1,818+577.1% | Added |
| CNB Bank | 2,134 | $1.46M | 0.60% | −240−10.1% | Reduced |
| Investment House LLC | 2,137 | $1.46M | 0.07% | −5,351−71.5% | Reduced |
| Westhampton Capital, LLC | 2,141 | $1.46M | 0.69% | +1,686+370.5% | Added |
| SL Advisors, LLC | 2,147 | $1.46M | 3.00% | 00.0% | Unchanged |
| Vaughan & Co Securities, Inc. | 2,150 | $1.47M | 0.76% | 00.0% | Unchanged |
| Mustico Financial Group, Inc. | 2,157 | $1.47M | 1.22% | +2,157 | New |
| Fortis Capital Management LLC | 2,159 | $1.47M | 0.20% | +1,391+181.1% | Added |
| Ascension Capital Advisors, Inc. | 2,176 | $1.48M | 0.51% | +111+5.4% | Added |
| Gibbs Wealth Management | 2,143 | $1.49M | 0.36% | 00.0% | Unchanged |
| Family Office Research LLC | 2,162 | $1.49M | 0.61% | +93+4.5% | Added |
| Weatherly Asset Management L. P. | 2,178 | $1.49M | 0.11% | −26−1.2% | Reduced |
| JPL Wealth Management, LLC | 2,185 | $1.49M | 0.36% | −350−13.8% | Reduced |
| Your Advocates Ltd., LLP | 2,188 | $1.49M | 0.49% | −265−10.8% | Reduced |
| 3Chopt Investment Partners, LLC | 2,182 | $1.49M | 0.33% | −2−0.1% | Reduced |
| CacheTech Inc. | 2,190 | $1.49M | 0.28% | +100+4.8% | Added |
| Viewpoint Capital Management LLC | 2,197 | $1.50M | 0.65% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 2,197 | $1.50M | 0.14% | −25−1.1% | Reduced |
| Armor Investment Advisors, LLC | 2,199 | $1.50M | 0.55% | +10.0% | Added |
| Front Row Advisors LLC | 2,197 | $1.50M | 0.50% | −184−7.7% | Reduced |
| Parthenon LLC | 2,204 | $1.50M | 0.16% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 2,206 | $1.50M | 0.91% | +4+0.2% | Added |
| Riverbend Wealth Management, LLC | 2,207 | $1.51M | 0.95% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,210 | $1.51M | 0.27% | −17−0.8% | Reduced |
| Crusonia Wealth Advisors LLC | 2,211 | $1.51M | 0.33% | +2,211 | New |
| Natural Investments, LLC | 2,213 | $1.51M | 0.38% | −433−16.4% | Reduced |
| Capital Planning Advisors, LLC | 2,212 | $1.51M | 0.20% | −39−1.7% | Reduced |
| Yarger Wealth Strategies, LLC | 2,214 | $1.51M | 0.65% | +6+0.3% | Added |
| Seamount Financial Group Inc | 2,215 | $1.51M | 0.69% | +333+17.7% | Added |
| Pathfinder Wealth Consulting, Inc. | 2,216 | $1.51M | 0.95% | +2,216 | New |
| Missouri Trust & Investment Co | 2,220 | $1.51M | 0.44% | +32+1.5% | Added |
| Reuter James Wealth Management, LLC | 2,222 | $1.52M | 0.21% | 00.0% | Unchanged |
| Strid Group, LLC | 2,223 | $1.52M | 0.19% | +201+9.9% | Added |
| Seros Financial, LLC | 2,225 | $1.52M | 0.89% | −2−0.1% | Reduced |
| Marino, Stram & Associates LLC | 2,231 | $1.52M | 0.27% | −435−16.3% | Reduced |
| Mattern Capital Management, LLC | 2,231 | $1.52M | 0.18% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 2,235 | $1.53M | 0.46% | −245−9.9% | Reduced |
| Alerus Financial NA | 2,244 | $1.53M | 0.07% | −26−1.1% | Reduced |
| KC Investment Advisors, LLC | 2,245 | $1.53M | 0.37% | +66+3.0% | Added |
| WMG Financial Advisors, LLC | 2,251 | $1.53M | 0.63% | −2,925−56.5% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 2,255 | $1.54M | 0.43% | +2+0.1% | Added |
| Philadelphia Trust Co | 2,263 | $1.54M | 0.11% | −3−0.1% | Reduced |
| Townsend Asset Management Corp | 2,263 | $1.54M | 0.54% | −78−3.3% | Reduced |
| Cypress Asset Management Inc | 2,264 | $1.54M | 0.34% | −19−0.8% | Reduced |
| Lawson Kroeker Investment Management Inc | 2,265 | $1.54M | 0.46% | −2,818−55.4% | Reduced |
| Mascagni Wealth Management, Inc. | 2,267 | $1.55M | 1.15% | +125+5.8% | Added |
| Level Financial Advisors, Inc. | 2,267 | $1.55M | 0.41% | −1,542−40.5% | Reduced |
| Fund 1 Investments, LLC | 2,267 | $1.55M | 0.22% | +2,267 | New |
| Compagnie Lombard Odier SCmA | 2,270 | $1.55M | 0.02% | +2,270 | New |
| Elite Wealth Management, Inc. | 2,283 | $1.56M | 0.42% | −361−13.7% | Reduced |
| Janney Capital Management LLC | 2,283 | $1.56M | 0.10% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 2,286 | $1.56M | 0.13% | +96+4.4% | Added |
| Lionsbridge Wealth Management LLC | 2,288 | $1.56M | 1.58% | +1,360+146.6% | Added |
| Quantum Financial Advisors, LLC | 2,292 | $1.56M | 0.18% | −128−5.3% | Reduced |
| KW Wealth Management LLC | 2,294 | $1.56M | 2.37% | +136+6.3% | Added |
| Capital Asset Managemnet, LLC | 2,295 | $1.57M | 1.73% | +2,295 | New |
| Ironwood Wealth Management, LLC. | 2,300 | $1.57M | 0.46% | 00.0% | Unchanged |
| FSR Wealth Management Ltd. | 2,300 | $1.57M | 1.84% | +2,300 | New |
| Silverleafe Capital Partners, LLC | 2,302 | $1.57M | 0.47% | +3+0.1% | Added |
| Davis Capital Management | 2,304 | $1.57M | 1.08% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 2,305 | $1.57M | 0.71% | −107−4.4% | Reduced |
| Capital CS Group, LLC | 2,306 | $1.57M | 2.49% | +60+2.7% | Added |
| Orcam Financial Group | 2,308 | $1.57M | 1.18% | −153−6.2% | Reduced |
| N.E.W. Advisory Services LLC | 2,308 | $1.57M | 0.12% | +12+0.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,315 | $1.58M | 0.18% | 00.0% | Unchanged |
| Serenity Investment Advisors | 2,290 | $1.58M | 0.92% | +2,290 | New |