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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| TritonPoint Partners, LLC | 2,310 | $1.58M | 0.84% | +2,310 | New |
| Core Wealth Partners LLC | 2,317 | $1.58M | 0.71% | −174−7.0% | Reduced |
| Mars Jewett Financial Group, Inc. | 2,287 | $1.58M | 0.47% | +2,287 | New |
| HFG Wealth Management, LLC | 2,325 | $1.59M | 0.87% | −673−22.4% | Reduced |
| Stonehaven Wealth & Tax Solutions, LLC | 2,334 | $1.59M | 1.43% | −59−2.5% | Reduced |
| First PREMIER Bank | 2,334 | $1.59M | 0.36% | −20−0.8% | Reduced |
| Wealthcare Capital Partners, LLC | 2,339 | $1.60M | 0.75% | +19+0.8% | Added |
| Kapstone Financial Advisors LLC | 2,344 | $1.60M | 0.79% | +266+12.8% | Added |
| North Dallas Bank & Trust Co | 2,345 | $1.60M | 1.04% | +2,345 | New |
| Headinvest, LLC | 2,346 | $1.60M | 0.32% | −2−0.1% | Reduced |
| Lloyd Advisory Services, LLC. | 2,358 | $1.61M | 0.62% | +2,358 | New |
| Bernardo Wealth Planning LLC | 2,358 | $1.61M | 0.31% | −26−1.1% | Reduced |
| Valpey Financial Services, LLC | 2,366 | $1.61M | 1.03% | +432+22.3% | Added |
| San Luis Wealth Advisors LLC | 2,368 | $1.62M | 0.27% | +16+0.7% | Added |
| Intellectus Partners, LLC | 2,365 | $1.62M | 0.31% | +17+0.7% | Added |
| Fairman Group, LLC | 2,366 | $1.62M | 1.29% | +224+10.5% | Added |
| Aspen Capital Management, LLC | 2,375 | $1.62M | 0.40% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2,376 | $1.62M | 1.10% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 2,381 | $1.62M | 0.68% | +656+38.0% | Added |
| MA Private Wealth | 2,384 | $1.63M | 0.27% | −334−12.3% | Reduced |
| First Command Advisory Services, Inc. | 2,384 | $1.63M | 0.01% | −32−1.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,385 | $1.63M | 0.16% | +43+1.8% | Added |
| TMB Capital Partners, LLC | 2,385 | $1.63M | 0.56% | +2,385 | New |
| Empire Financial Management Company, LLC | 2,388 | $1.63M | 0.35% | +22+0.9% | Added |
| Martel Wealth Advisors Inc | 2,390 | $1.63M | 0.28% | −27−1.1% | Reduced |
| Karpus Management, Inc. | 2,390 | $1.63M | 0.05% | −140−5.5% | Reduced |
| Asset Allocation Strategies LLC | 2,394 | $1.63M | 0.30% | −133−5.3% | Reduced |
| Westbourne Investments, Inc. | 2,400 | $1.64M | 0.76% | −225−8.6% | Reduced |
| Caitlin John, LLC | 2,354 | $1.64M | 1.07% | −3,296−58.3% | Reduced |
| Triton Wealth Management, PLLC | 2,384 | $1.64M | 0.62% | −20−0.8% | Reduced |
| Capstone Wealth Management Group, LLC | 2,406 | $1.64M | 0.69% | +2,056+587.4% | Added |
| Yeomans Consulting Group, Inc. | 2,414 | $1.65M | 0.48% | +65+2.8% | Added |
| Souders Financial Advisors | 2,424 | $1.65M | 0.19% | +599+32.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,437 | $1.66M | 0.47% | −853−25.9% | Reduced |
| Allium Financial Advisors, LLC | 2,438 | $1.66M | 1.32% | −124−4.8% | Reduced |
| Fort Sheridan Advisors LLC | 2,439 | $1.66M | 0.21% | 00.0% | Unchanged |
| Clear Trail Advisors, LLC | 2,449 | $1.67M | 0.39% | +2,449 | New |
| Compass Capital Management, Inc | 2,451 | $1.67M | 0.09% | +541+28.3% | Added |
| Castle Wealth Management LLC | 2,446 | $1.67M | 0.55% | +10.0% | Added |
| Cane Capital Partners, LLC | 2,460 | $1.68M | 0.70% | +2,460 | New |
| ASR Vermogensbeheer N.V. | 2,463 | $1.68M | 0.02% | −8,562−77.7% | Reduced |
| Southeast Asset Advisors Inc. | 2,469 | $1.68M | 0.16% | −20−0.8% | Reduced |
| JT Stratford LLC | 2,469 | $1.68M | 0.22% | −272−9.9% | Reduced |
| David R. Rahn & Associates Inc. | 2,470 | $1.68M | 0.40% | +922+59.6% | Added |
| Odyssey Capital Advisors, Inc. | 2,471 | $1.68M | 1.50% | +2,471 | New |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 2,474 | $1.69M | 0.06% | 00.0% | Unchanged |
| Retirement Investment Advisors, Inc. | 2,477 | $1.69M | 0.14% | +60+2.5% | Added |
| KPP Advisory Services LLC | 2,477 | $1.69M | 0.25% | −4,969−66.7% | Reduced |
| Tranquility Partners, LLC | 2,482 | $1.69M | 0.61% | −45−1.8% | Reduced |
| Investment Advisory Group, LLC | 2,485 | $1.69M | 0.44% | −8−0.3% | Reduced |
| AAFCPAs Wealth Management, LLC | 2,485 | $1.69M | 0.71% | +940+60.8% | Added |
| Oath Planning, LLC | 2,485 | $1.69M | 1.67% | +2,485 | New |
| Hutchens & Kramer Investment Management Group, LLC | 2,487 | $1.70M | 0.59% | +63+2.6% | Added |
| Cutler Investment Counsel LLC | 2,480 | $1.70M | 0.18% | +113+4.8% | Added |
| Wealth Preservation Advisors, LLC | 2,488 | $1.70M | 0.85% | −242−8.9% | Reduced |
| Eagle Bluffs Wealth Management LLC | 2,483 | $1.70M | 0.69% | +784+46.1% | Added |
| Regency Capital Management Inc. | 2,489 | $1.70M | 0.71% | +417+20.1% | Added |
| Trinity Legacy Partners, LLC | 2,490 | $1.70M | 0.39% | −73−2.8% | Reduced |
| Dana Investment Advisors, Inc. | 2,493 | $1.70M | 0.05% | +73+3.0% | Added |
| Primoris Wealth Advisors, LLC | 2,500 | $1.70M | 1.02% | −5−0.2% | Reduced |
| Gouws Capital LLC | 2,500 | $1.70M | 0.90% | 00.0% | Unchanged |
| BCS Private Wealth Management, Inc. | 2,493 | $1.70M | 0.58% | −310−11.1% | Reduced |
| Formidable Asset Management, LLC | 2,560 | $1.71M | 0.25% | −21−0.8% | Reduced |
| Alpha Omega Wealth Management LLC | 2,502 | $1.71M | 0.28% | +6+0.2% | Added |
| Blodgett Wealth Advisors, LLC | 2,504 | $1.71M | 1.19% | 00.0% | Unchanged |
| Catalyst Investment Management LLC | 2,507 | $1.71M | 1.62% | +2,507 | New |
| Pioneer Family Office, LLC | 2,521 | $1.72M | 1.16% | +2,521 | New |
| First National Bank | 2,524 | $1.72M | 0.92% | +123+5.1% | Added |
| Riverstone Advisors, LLC | 2,526 | $1.72M | 0.81% | +10+0.4% | Added |
| Bell Investment Advisors, Inc | 2,532 | $1.73M | 0.27% | −117−4.4% | Reduced |
| American Capital Management Inc | 2,535 | $1.73M | 0.08% | 00.0% | Unchanged |
| Addenda Capital Inc. | 2,530 | $1.73M | 0.05% | +2,530 | New |
| Capital Investment Counsel, Inc | 2,537 | $1.73M | 0.20% | −38−1.5% | Reduced |
| Shufro Rose & Co LLC | 1,339 | $1.73M | 0.12% | +79+6.3% | Added |
| WoodTrust Financial Corp | 2,540 | $1.73M | 0.20% | 00.0% | Unchanged |
| Vestor Capital, LLC | 8,000 | $1.74M | 0.13% | +5,084+174.3% | Added |
| Peninsula Asset Management Inc | 2,545 | $1.74M | 0.89% | −140−5.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 2,547 | $1.74M | 0.16% | +30+1.2% | Added |
| Curio Wealth, LLC | 2,519 | $1.74M | 0.62% | +240+10.5% | Added |
| Fingerlakes Wealth Management, Inc. | 2,553 | $1.74M | 1.11% | +7+0.3% | Added |
| ESL Trust Services, LLC | 2,553 | $1.74M | 0.33% | +424+19.9% | Added |
| Bernard Wealth Management Corp. | 2,557 | $1.74M | 0.71% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 2,562 | $1.75M | 0.06% | +46+1.8% | Added |
| Gilman Hill Asset Management, LLC | 2,563 | $1.75M | 0.28% | −9−0.3% | Reduced |
| Asset Advisors Investment Management, LLC | 2,574 | $1.76M | 0.16% | −250−8.9% | Reduced |
| Planning Project LLC | 2,575 | $1.76M | 0.44% | +2,575 | New |
| Kilter Group LLC | 576 | $1.76M | 0.78% | 00.0% | Unchanged |
| Bravias Capital Group, LLC | 2,582 | $1.76M | 1.06% | +4+0.2% | Added |
| Integrity Wealth Solutions LLC | 2,593 | $1.77M | 0.70% | +7+0.3% | Added |
| Robinson Smith Wealth Advisors LLC | 2,594 | $1.77M | 1.21% | +3+0.1% | Added |
| Wexford Capital LP | 2,596 | $1.77M | 0.46% | 00.0% | Unchanged |
| Leslie Global Wealth, LLC | 2,596 | $1.77M | 0.80% | +603+30.3% | Added |
| Pursuit Wealth Management LLC | 2,600 | $1.77M | 1.52% | +2,600 | New |
| Awm Capital, LLC | 2,600 | $1.77M | 0.16% | −27−1.0% | Reduced |
| LaFleur & Godfrey LLC | 2,602 | $1.77M | 0.21% | −30−1.1% | Reduced |
| Axecap Investments, LLC | 2,610 | $1.78M | 1.10% | +2,610 | New |
| Staley Capital Advisers Inc | 2,613 | $1.78M | 0.07% | −90−3.3% | Reduced |
| Altus Wealth Management, LLC | 2,622 | $1.79M | 0.77% | −102−3.7% | Reduced |
| Darden Wealth Group Inc | 2,625 | $1.79M | 0.87% | −6−0.2% | Reduced |
| Sterling Financial Planning, Inc. | 2,629 | $1.79M | 0.54% | +116+4.6% | Added |