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 |
|---|---|---|---|---|---|
| Lantz Financial LLC | 2,633 | $1.80M | 0.38% | −319−10.8% | Reduced |
| Pitti Group Wealth Management, LLC | 2,634 | $1.80M | 1.48% | −14−0.5% | Reduced |
| Kavar Capital Partners Group, LLC | 2,638 | $1.80M | 0.25% | −32−1.2% | Reduced |
| Advanced Asset Management Advisors Inc | 2,641 | $1.80M | 0.49% | −2,511−48.7% | Reduced |
| Bridgewealth Advisory Group, LLC | 2,645 | $1.80M | 0.40% | −10−0.4% | Reduced |
| Financial Council Asset Management Inc | 2,645 | $1.80M | 0.72% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 2,649 | $1.81M | 0.93% | 00.0% | Unchanged |
| Cambridge Capital Management, LLC | 2,652 | $1.81M | 0.81% | +7+0.3% | Added |
| Dodds Wealth, LLC | 2,652 | $1.81M | 0.44% | +5+0.2% | Added |
| Abundance Wealth Counselors | 2,654 | $1.81M | 0.31% | +115+4.5% | Added |
| Miramar Capital, LLC | 2,654 | $1.81M | 0.40% | +212+8.7% | Added |
| SS&H Financial Advisors, Inc. | 2,656 | $1.81M | 0.53% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 2,659 | $1.81M | 1.45% | −222−7.7% | Reduced |
| Index Fund Advisors, Inc. | 2,663 | $1.82M | 0.09% | −126−4.5% | Reduced |
| Main Street Research LLC | 2,663 | $1.82M | 0.10% | +9+0.3% | Added |
| Medallion Wealth Advisors, LLC | 2,670 | $1.82M | 0.61% | −117−4.2% | Reduced |
| High Probability Advisors, LLC | 2,674 | $1.82M | 0.24% | −49−1.8% | Reduced |
| Chatterton & Associates Inc. | 2,676 | $1.82M | 1.56% | +2,676 | New |
| Long Road Investment Counsel, LLC | 2,679 | $1.83M | 0.69% | 00.0% | Unchanged |
| Purkiss Capital Advisors LLC | 2,682 | $1.83M | 0.86% | +5+0.2% | Added |
| truNorth Financial Services, Inc. | 2,683 | $1.83M | 1.98% | +2,683 | New |
| Valtinson Bruner Financial Planning LLC | 2,690 | $1.83M | 0.53% | −31−1.1% | Reduced |
| Atwood & Palmer Inc | 2,692 | $1.84M | 0.10% | +10.0% | Added |
| Upper Left Wealth Management, LLC | 2,693 | $1.84M | 1.12% | −37−1.4% | Reduced |
| Legacy Financial Group LLC | 2,684 | $1.84M | 0.23% | −113−4.0% | Reduced |
| Clearwater Capital Advisors, LLC | 2,703 | $1.84M | 0.15% | −9−0.3% | Reduced |
| Accredited Investor Services, LLC | 2,705 | $1.84M | 1.22% | −126−4.5% | Reduced |
| Kelly Financial Services LLC | 2,706 | $1.85M | 0.46% | −214−7.3% | Reduced |
| Unify Financial Advisors | 2,711 | $1.85M | 1.93% | +2,711 | New |
| Capital Investment Counsel, LLC | 2,713 | $1.85M | 0.26% | −24−0.9% | Reduced |
| Hudson Portfolio Management LLC | 2,722 | $1.86M | 1.60% | +55+2.1% | Added |
| Expressive Wealth LLC | 2,725 | $1.86M | 2.01% | +2,725 | New |
| Occidental Asset Management, LLC | 2,726 | $1.86M | 0.22% | +62+2.3% | Added |
| Clarity Financial LLC | 2,728 | $1.86M | 0.17% | +24+0.9% | Added |
| Birch Hill Investment Advisors LLC | 2,729 | $1.86M | 0.08% | +12+0.4% | Added |
| Cora Capital Advisors LLC | 2,730 | $1.86M | 0.73% | +745+37.5% | Added |
| Cowa, LLC | 2,733 | $1.86M | 0.57% | −307−10.1% | Reduced |
| Insight Wealth Partners, LLC | 2,734 | $1.86M | 0.78% | +1,345+96.8% | Added |
| Westfuller Advisors, LLC | 2,728 | $1.87M | 0.75% | +32+1.2% | Added |
| North Berkeley Wealth Management, LLC | 2,737 | $1.87M | 1.10% | −362−11.7% | Reduced |
| Gables Capital Management Inc. | 2,739 | $1.87M | 0.79% | +30+1.1% | Added |
| Ayrshire Capital Management LLC | 2,743 | $1.87M | 0.86% | +2+0.1% | Added |
| Mogy Joel R Investment Counsel Inc | 2,744 | $1.87M | 0.10% | −475−14.8% | Reduced |
| V. M. Manning & Co., Inc. | 2,747 | $1.87M | 1.89% | −1,076−28.1% | Reduced |
| Larch Capital Partners LLC | 2,742 | $1.88M | 0.26% | +2,742 | New |
| Excalibur Management Corp | 2,752 | $1.88M | 0.68% | +248+9.9% | Added |
| JSF Financial, LLC | 2,754 | $1.88M | 0.39% | −119−4.1% | Reduced |
| Davidson Kahn Capital Management, LLC | 2,755 | $1.88M | 0.98% | +147+5.6% | Added |
| Westbourne Investment Advisors, Inc. | 2,756 | $1.88M | 0.52% | −95−3.3% | Reduced |
| American Financial Advisors, LLC | 2,756 | $1.88M | 0.24% | +19+0.7% | Added |
| Gilliland Jeter Wealth Management LLC | 2,758 | $1.88M | 0.57% | +17+0.6% | Added |
| Baxter Bros Inc | 2,761 | $1.88M | 0.22% | +1,190+75.7% | Added |
| Community Financial Services Group, LLC | 2,767 | $1.89M | 0.35% | 00.0% | Unchanged |
| Payne Capital Management, LLC | 2,774 | $1.89M | 0.60% | +148+5.6% | Added |
| Aureum Wealth Management, LLC | 2,775 | $1.89M | 1.76% | +2,775 | New |
| Hansen & Associates Financial Group, Inc. | 2,739 | $1.90M | 1.04% | +369+15.6% | Added |
| GoalVest Advisory LLC | 2,784 | $1.90M | 0.36% | −593−17.6% | Reduced |
| Floyd Financial Group LLC | 2,756 | $1.90M | 1.29% | +23+0.8% | Added |
| Prosperity Financial Group, Inc. | 2,788 | $1.90M | 0.69% | −176−5.9% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 2,781 | $1.90M | 0.63% | +40+1.5% | Added |
| TFR Capital, LLC. | 2,795 | $1.91M | 0.63% | −76−2.6% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 2,796 | $1.91M | 0.47% | −9−0.3% | Reduced |
| Navellier & Associates Inc | 2,797 | $1.91M | 0.21% | −225−7.4% | Reduced |
| Radnor Capital Management, LLC | 2,797 | $1.91M | 0.28% | +29+1.0% | Added |
| Clear Street Markets LLC | 2,800 | $1.91M | 0.34% | +2,800 | New |
| Warburton Capital Management, LLC | 2,801 | $1.91M | 1.08% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 2,804 | $1.91M | 0.19% | −192−6.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,805 | $1.91M | 0.00% | +464+19.8% | Added |
| Disciplined Investors, L.L.C. | 2,808 | $1.91M | 1.26% | −3−0.1% | Reduced |
| Peck Wealth Management, LLC | 2,808 | $1.91M | 1.81% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 2,812 | $1.92M | 0.14% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 2,812 | $1.92M | 0.15% | −2−0.1% | Reduced |
| Summit Investment Advisory Services, LLC | 2,820 | $1.92M | 0.73% | +5+0.2% | Added |
| MontVue Capital Management, Inc. | 2,828 | $1.93M | 1.28% | −258−8.4% | Reduced |
| Hutchinson Capital Management | 2,829 | $1.93M | 0.33% | −25−0.9% | Reduced |
| Meridian Financial, LLC | 2,833 | $1.93M | 1.05% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 3,106 | $1.94M | 0.67% | +172+5.9% | Added |
| Claret Asset Management Corp | 2,843 | $1.94M | 0.23% | +126+4.6% | Added |
| TFC Financial Management | 2,843 | $1.94M | 0.24% | −40−1.4% | Reduced |
| Culbertson A N & Co Inc | 2,849 | $1.94M | 0.27% | −19−0.7% | Reduced |
| D.B. Root & Company, LLC | 2,851 | $1.94M | 0.47% | −77−2.6% | Reduced |
| Marathon Capital Management | 2,851 | $1.94M | 0.42% | +1,416+98.7% | Added |
| BlackDiamond Wealth Management Inc. | 2,802 | $1.94M | 0.95% | +106+3.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,851 | $1.95M | 0.68% | +2,605+1,058.9% | Added |
| Wallace Capital Management Inc. | 2,867 | $1.96M | 0.24% | +690+31.7% | Added |
| Saxony Capital Management, LLC | 2,873 | $1.96M | 1.20% | −73−2.5% | Reduced |
| Beirne Wealth Consulting Services, LLC | 2,867 | $1.96M | 0.57% | +1,005+54.0% | Added |
| Citizens & Northern Corp | 2,877 | $1.96M | 0.49% | +84+3.0% | Added |
| Sava Infond d.o.o. | 2,880 | $1.96M | 0.27% | +225+8.5% | Added |
| Exchange Bank | 2,881 | $1.96M | 1.36% | −6−0.2% | Reduced |
| Michael B. Yongue | 2,883 | $1.97M | 1.36% | −50−1.7% | Reduced |
| Mandatum Life Insurance Co Ltd | 2,885 | $1.97M | 0.45% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 2,887 | $1.97M | 0.55% | −21−0.7% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,884 | $1.97M | 0.45% | 00.0% | Unchanged |
| October Effect Ltd | 2,893 | $1.97M | 2.17% | +339+13.3% | Added |
| Forbes Financial Planning, Inc. | 2,897 | $1.98M | 1.15% | −371−11.4% | Reduced |
| SK Wealth Management, LLC | 2,852 | $1.98M | 0.55% | −506−15.1% | Reduced |
| Hall Laurie J Trustee | 2,907 | $1.98M | 0.66% | 00.0% | Unchanged |
| Portland Financial Advisors Inc | 2,908 | $1.98M | 4.22% | −432−12.9% | Reduced |
| Ransom Advisory, Ltd | 2,909 | $1.98M | 0.78% | +2,909 | New |