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 |
|---|---|---|---|---|---|
| Citizens National Bank Trust Department | 178 | $121.4K | 0.02% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 178 | $121.4K | 0.08% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 180 | $122.0K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 179 | $122.0K | 0.05% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 180 | $122.7K | 0.07% | −253−58.4% | Reduced |
| IMG Wealth Management, Inc. | 181 | $123.4K | 0.08% | −15−7.7% | Reduced |
| First Community Trust NA | 185 | $126.2K | 0.09% | +23+14.2% | Added |
| GGM Financials LLC | 187 | $127.6K | 0.06% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 189 | $128.8K | 0.04% | −25−11.7% | Reduced |
| Mountain Hill Investment Partners Corp. | 190 | $129.4K | 0.09% | −9−4.5% | Reduced |
| Kentucky Trust Co | 192 | $130.9K | 0.07% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 195 | $133.0K | 0.03% | 00.0% | Unchanged |
| Team Financial Group, LLC | 196 | $133.7K | 0.06% | −17−8.0% | Reduced |
| Stephens Consulting, LLC | 200 | $136.4K | 0.04% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 201 | $137.1K | 0.07% | −300−59.9% | Reduced |
| Brown Shipley& Co Ltd | 202 | $137.7K | 0.07% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 203 | $138.4K | 0.11% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 207 | $141.2K | 0.18% | 00.0% | Unchanged |
| Standard Family Office LLC | 210 | $143.2K | 0.15% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 211 | $143.9K | 0.10% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 218 | $148.7K | 0.07% | +218 | New |
| Horrell Capital Management, Inc. | 219 | $149.3K | 0.07% | −1−0.5% | Reduced |
| Abound Financial, LLC | 225 | $153.4K | 0.06% | +225 | New |
| Basepoint Wealth LLC | 225 | $153.7K | 0.09% | +225 | New |
| Financial Network Wealth Advisors LLC | 227 | $154.8K | 0.16% | −111−32.8% | Reduced |
| Cedar Wealth Management, LLC | 227 | $154.8K | 0.05% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 232 | $157.9K | 0.08% | +1+0.4% | Added |
| Tsai Capital Corp | 235 | $160.3K | 0.11% | +26+12.4% | Added |
| BNP Paribas | 235 | $161.5K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 237 | $161.9K | 0.04% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 239 | $162.8K | 0.03% | +9+3.9% | Added |
| Dorato Capital Management | 236 | $162.9K | 0.12% | +236 | New |
| Aventus Investment Advisors, Inc. | 242 | $165.0K | 0.13% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 248 | $168.9K | 0.11% | −101−28.9% | Reduced |
| Clark Wealth Partners | 248 | $169.0K | 0.10% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 251 | $171.2K | 0.07% | −210−45.6% | Reduced |
| NorthAvenue LLC | 256 | $174.6K | 0.14% | +256 | New |
| Bullseye Investment Management, LLC | 260 | $177.3K | 0.09% | +260 | New |
| Winnow Wealth LLC | 262 | $178.7K | 0.13% | −463−63.9% | Reduced |
| Westend Capital Management, LLC | 267 | $182.2K | 0.05% | +1+0.4% | Added |
| Atlantic Trust, LLC | 280 | $190.9K | 0.03% | +175+166.7% | Added |
| Scarborough Advisors, LLC | 283 | $193.3K | 0.03% | +68+31.6% | Added |
| Conquis Financial LLC | 294 | $200.5K | 0.17% | +41+16.2% | Added |
| RM Financial Services, LLC | 296 | $201.8K | 0.18% | +296 | New |
| Community Trust & Investment Co | 297 | $202.5K | 0.01% | +297 | New |
| SPG Advisors LLC | 297 | $202.6K | 2.08% | +297 | New |
| Precision Wealth Strategies, LLC | 298 | $203.1K | 0.07% | +298 | New |
| HFR Wealth Management, LLC | 300 | $204.6K | 0.05% | +300 | New |
| Wiregrass Investment Management LLC | 300 | $204.9K | 0.17% | +300 | New |
| Goodman Advisory Group, LLC | 302 | $205.9K | 0.05% | −41−12.0% | Reduced |
| HFG Advisors, Inc. | 303 | $206.6K | 0.15% | +303 | New |
| Cadence Wealth Management LLC | 303 | $206.6K | 0.10% | +2+0.7% | Added |
| Chelsea Counsel Co | 305 | $208.6K | 0.09% | 00.0% | Unchanged |
| Vigil Wealth Management, LLC | 306 | $208.7K | 0.17% | +306 | New |
| Ambassador Advisors, LLC | 306 | $208.7K | 0.03% | 00.0% | Unchanged |
| Financial Freedom, LLC | 306 | $208.8K | 0.10% | −4−1.3% | Reduced |
| RMG Wealth Management LLC | 304 | $208.9K | 0.03% | −963−76.0% | Reduced |
| Morgan Dempsey Capital Management LLC | 308 | $210.6K | 0.10% | +94+43.9% | Added |
| Cullen Capital Management LLC | 309 | $210.7K | 0.00% | 00.0% | Unchanged |
| CPR Investments Inc. | 310 | $211.4K | 0.14% | 00.0% | Unchanged |
| Emprise Bank | 310 | $211.4K | 0.09% | +310 | New |
| ETF Store, Inc. | 310 | $211.4K | 0.22% | +1+0.3% | Added |
| Miramontes Capital, LLC | 310 | $211.7K | 0.07% | +310 | New |
| Cornerstone Select Advisors, LLC | 310 | $211.7K | 0.15% | 00.0% | Unchanged |
| XY Capital Ltd | 311 | $212.1K | 0.22% | +311 | New |
| Prudent Investors Network | 313 | $213.4K | 0.05% | −8−2.5% | Reduced |
| Whelan Financial | 313 | $213.7K | 0.07% | 00.0% | Unchanged |
| Prosperity Advisers, LLC | 313 | $213.9K | 0.18% | +313 | New |
| Barnes Dennig Private Wealth Management LLC | 314 | $214.1K | 0.22% | 00.0% | Unchanged |
| Plan Group Financial, LLC | 314 | $214.2K | 0.06% | +314 | New |
| Owen LaRue, LLC | 314 | $214.3K | 0.08% | +314 | New |
| Compass Wealth Management, LLC | 315 | $215.3K | 0.09% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 316 | $215.3K | 0.21% | +316 | New |
| Tectonic Advisors LLC | 317 | $216.1K | 0.01% | +1+0.3% | Added |
| RCW Management, LLC | 317 | $216.2K | 0.22% | +317 | New |
| Provident Wealth Management, LLC | 317 | $216.2K | 0.06% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 319 | $217.3K | 0.17% | 00.0% | Unchanged |
| Outfitter Financial LLC | 322 | $219.6K | 0.17% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 322 | $219.6K | 0.06% | 00.0% | Unchanged |
| KBC Group NV | 322 | $220.0K | 0.00% | +322 | New |
| Oak Family Advisors, LLC | 323 | $220.3K | 0.07% | −7−2.1% | Reduced |
| TSA Wealth Managment LLC | 323 | $220.3K | 0.07% | 00.0% | Unchanged |
| Panoramic Investment Advisors, LLC | 324 | $220.9K | 0.12% | −17−5.0% | Reduced |
| Fortune Financial Group, Inc. | 311 | $221.0K | 0.22% | +311 | New |
| one8zero8, LLC | 325 | $221.6K | 0.05% | −25−7.1% | Reduced |
| Thomas Story & Son LLC | 325 | $221.6K | 0.08% | 00.0% | Unchanged |
| Brookmont Capital Management | 325 | $221.6K | 0.13% | 00.0% | Unchanged |
| Fortress Financial Solutions, LLC | 325 | $221.6K | 0.23% | 00.0% | Unchanged |
| Oakwell Private Wealth Management, LLC | 325 | $221.9K | 0.04% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 325 | $222.0K | 0.04% | +17+5.5% | Added |
| VELA Investment Management, LLC | 327 | $223.0K | 0.06% | +161+97.0% | Added |
| Guilbault Capital LLC | 327 | $223.0K | 0.25% | +327 | New |
| Claris Advisors, LLC | 328 | $223.7K | 0.07% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 329 | $224.0K | 0.15% | +329 | New |
| StoryOne LLC | 0 | $224.1K | 0.14% | 0 | New |
| New World Advisors LLC | 329 | $224.4K | 0.04% | −3−0.9% | Reduced |
| Proactive Wealth Strategies LLC | 329 | $224.7K | 0.09% | +329 | New |
| Paul R. Ried Financial Group, LLC | 330 | $225.0K | 0.11% | 00.0% | Unchanged |
| Illumine Investment Management, LLC | 330 | $225.1K | 0.16% | +9+2.8% | Added |
| Fairbanks Capital Management, Inc. | 331 | $225.7K | 0.12% | +331 | New |