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 |
|---|---|---|---|---|---|
| WESCAP Management Group, Inc. | 2,913 | $1.99M | 0.40% | −1,369−32.0% | Reduced |
| Guardian Asset Advisors, LLC | 2,914 | $1.99M | 1.03% | +26+0.9% | Added |
| B&D White Capital Company, LLC | 2,917 | $1.99M | 0.23% | −5−0.2% | Reduced |
| Sutton Place Investors LLC | 2,921 | $1.99M | 1.09% | 00.0% | Unchanged |
| Mendel Money Management | 2,922 | $1.99M | 0.83% | +1,698+138.7% | Added |
| Seek First Inc. | 2,928 | $2.00M | 1.38% | −59−2.0% | Reduced |
| Heritage Financial Services, LLC | 2,928 | $2.00M | 0.17% | −861−22.7% | Reduced |
| Lumbard & Kellner, LLC | 2,932 | $2.00M | 0.70% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 2,933 | $2.00M | 0.15% | +479+19.5% | Added |
| May Hill Capital, LLC | 2,935 | $2.00M | 0.54% | +63+2.2% | Added |
| My Purposeful Wealth Corp. | 2,940 | $2.00M | 0.52% | +56+1.9% | Added |
| Nordwand Advisors, LLC | 2,940 | $2.00M | 0.35% | −60−2.0% | Reduced |
| Heartwood Wealth Advisors LLC | 2,947 | $2.01M | 0.19% | +641+27.8% | Added |
| TigerOak Management, L.L.C. | 2,948 | $2.01M | 0.61% | −97−3.2% | Reduced |
| Bonfire Financial | 2,943 | $2.01M | 1.50% | +746+34.0% | Added |
| Aire Advisors, LLC | 2,955 | $2.01M | 0.37% | +6+0.2% | Added |
| Beaton Management Co. Inc. | 2,955 | $2.02M | 0.89% | +50+1.7% | Added |
| Trail Ridge Investment Advisors, LLC | 2,955 | $2.02M | 0.87% | −8−0.3% | Reduced |
| Taylor Financial Group, Inc. | 2,955 | $2.02M | 1.18% | 00.0% | Unchanged |
| Clean Yield Group | 2,958 | $2.02M | 0.56% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 2,959 | $2.02M | 0.42% | +139+4.9% | Added |
| ALM First Financial Advisors, LLC | 2,969 | $2.02M | 0.40% | +2,969 | New |
| Financial Life Planners | 2,969 | $2.02M | 1.45% | +157+5.6% | Added |
| Aventura Private Wealth, LLC | 2,971 | $2.03M | 0.73% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 2,971 | $2.03M | 0.27% | −30−1.0% | Reduced |
| Sather Financial Group Inc | 2,975 | $2.03M | 0.11% | −411−12.1% | Reduced |
| CFS Investment Advisory Services, LLC | 2,976 | $2.03M | 0.15% | −103−3.3% | Reduced |
| Proathlete Wealth Management LLC | 2,976 | $2.03M | 0.55% | +301+11.3% | Added |
| Bill Few Associates, Inc. | 2,977 | $2.03M | 0.50% | −714−19.3% | Reduced |
| Buckhead Capital Management LLC | 2,977 | $2.03M | 0.73% | +390+15.1% | Added |
| Banta Asset Management LP | 2,978 | $2.03M | 1.85% | +2,978 | New |
| Hanson & Doremus Investment Management | 2,979 | $2.03M | 0.24% | 00.0% | Unchanged |
| Shaker Investments LLC | 2,983 | $2.03M | 0.85% | −186−5.9% | Reduced |
| Frisch Financial Group, Inc. | 2,983 | $2.03M | 0.46% | +3+0.1% | Added |
| Arlington Trust Co LLC | 2,985 | $2.04M | 0.21% | −14,653−83.1% | Reduced |
| Byrne Financial Freedom, LLC | 2,987 | $2.04M | 0.93% | +3+0.1% | Added |
| EMC Capital Management | 2,935 | $2.04M | 0.90% | 00.0% | Unchanged |
| Argentarii, LLC | 2,990 | $2.04M | 0.69% | +1,605+115.9% | Added |
| Am Investment Strategies LLC | 2,995 | $2.04M | 0.42% | −47−1.5% | Reduced |
| NCP Inc. | 2,998 | $2.04M | 1.65% | +264+9.7% | Added |
| Balance Wealth, LLC | 2,999 | $2.05M | 0.66% | +959+47.0% | Added |
| Senator Investment Group LP | 3,000 | $2.05M | 0.08% | −111,000−97.4% | Reduced |
| HITE Hedge Asset Management LLC | 3,000 | $2.05M | 0.13% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 3,000 | $2.05M | 0.13% | +3,000 | New |
| Means Investment Co., Inc. | 3,004 | $2.05M | 0.17% | −137−4.4% | Reduced |
| Fiduciary Family Office, LLC | 3,014 | $2.06M | 0.59% | +6+0.2% | Added |
| Shepherd Street Advisors LLC | 3,016 | $2.06M | 1.97% | +3,016 | New |
| Narus Financial Partners, LLC | 3,024 | $2.06M | 0.57% | −71−2.3% | Reduced |
| Independent Wealth Network Inc. | 3,038 | $2.07M | 0.63% | +198+7.0% | Added |
| Geneva Partners, LLC | 3,044 | $2.08M | 0.74% | +2+0.1% | Added |
| Guardsman Private Capital Management, Inc. | 3,050 | $2.08M | 1.66% | +3,050 | New |
| Legacy Private Trust Co. | 3,056 | $2.08M | 0.12% | −2−0.1% | Reduced |
| Dentgroup LLC | 3,068 | $2.09M | 1.44% | +59+2.0% | Added |
| Granite Bay Wealth Management, LLC | 3,071 | $2.09M | 0.51% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 3,072 | $2.10M | 0.54% | +1,055+52.3% | Added |
| Acorn Financial Advisory Services Inc | 3,082 | $2.10M | 0.31% | 00.0% | Unchanged |
| Strategic Advisors LLC | 3,082 | $2.10M | 0.33% | +57+1.9% | Added |
| Manske Wealth Management | 3,083 | $2.10M | 0.62% | 00.0% | Unchanged |
| Argyle Capital Partners, LLC | 3,086 | $2.10M | 1.54% | +202+7.0% | Added |
| Tobias Financial Advisors, Inc. | 3,098 | $2.11M | 0.30% | +30+1.0% | Added |
| Bellevue Group AG | 3,100 | $2.11M | 0.04% | 00.0% | Unchanged |
| EJMK Ventures LLC | 3,103 | $2.12M | 1.30% | +3,103 | New |
| PAX Financial Group, LLC | 3,104 | $2.12M | 0.36% | −89−2.8% | Reduced |
| Wealth Group Ltd | 3,113 | $2.12M | 0.48% | +19+0.6% | Added |
| Sentry LLC | 3,114 | $2.12M | 0.58% | −115−3.6% | Reduced |
| Cannon Financial Strategists, Inc. | 3,117 | $2.13M | 0.30% | −80−2.5% | Reduced |
| Delta Asset Management LLC | 3,118 | $2.13M | 0.18% | +9+0.3% | Added |
| Oxbow Advisors, LLC | 3,119 | $2.13M | 0.19% | −355−10.2% | Reduced |
| 21 West Wealth Management LLC | 3,120 | $2.13M | 1.94% | −8−0.3% | Reduced |
| Falcon Wealth Planning | 3,123 | $2.13M | 0.18% | −493−13.6% | Reduced |
| Paradigm Capital Management, LLC | 3,128 | $2.13M | 1.98% | +345+12.4% | Added |
| InTrack Investment Management Inc | 3,128 | $2.13M | 1.19% | −25−0.8% | Reduced |
| REDW Wealth LLC | 3,137 | $2.14M | 0.82% | −667−17.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,142 | $2.14M | 0.12% | −128−3.9% | Reduced |
| Somerset Group LLC | 3,110 | $2.14M | 1.62% | 00.0% | Unchanged |
| Meyer Handelman Co | 3,145 | $2.14M | 0.07% | +35+1.1% | Added |
| Coyle Financial Counsel LLC | 3,146 | $2.15M | 0.46% | +47+1.5% | Added |
| SmartHarvest Portfolios, LLC | 3,149 | $2.15M | 0.75% | +3,149 | New |
| Edgar Lomax Co | 3,150 | $2.15M | 0.16% | −128−3.9% | Reduced |
| Wolff Wiese Magana LLC | 3,159 | $2.15M | 1.18% | +12+0.4% | Added |
| Able Wealth Management LLC | 3,162 | $2.16M | 0.68% | +81+2.6% | Added |
| Granville Capital, Inc. | 3,162 | $2.16M | 1.14% | +3,162 | New |
| Naviter Wealth, LLC | 3,161 | $2.16M | 0.28% | −1,214−27.7% | Reduced |
| Wingate Wealth Advisors, Inc. | 3,173 | $2.16M | 1.21% | −7−0.2% | Reduced |
| Widmann Financial Services, Inc. | 3,176 | $2.17M | 1.32% | +20+0.6% | Added |
| Carl P. Sherr & Co., LLC | 3,133 | $2.17M | 0.97% | +1,190+61.2% | Added |
| Country Trust Bank | 3,184 | $2.17M | 0.04% | −154−4.6% | Reduced |
| Petersen Hastings Wealth Advisors Inc. | 3,186 | $2.17M | 0.21% | +3,186 | New |
| Oak Harbor Wealth Partners, LLC | 3,187 | $2.17M | 0.52% | +320+11.2% | Added |
| Selective Wealth Management, Inc. | 3,142 | $2.17M | 0.68% | −428−12.0% | Reduced |
| Vines Capital Management, LLC | 3,191 | $2.18M | 2.12% | +3,191 | New |
| Midwest Financial Group LLC | 3,195 | $2.18M | 0.96% | +707+28.4% | Added |
| Warren Street Wealth Advisors, LLC | 3,199 | $2.18M | 0.63% | −1,081−25.3% | Reduced |
| Randolph Co Inc | 3,200 | $2.18M | 0.21% | 00.0% | Unchanged |
| Good Steward Wealth Advisors,LLC | 3,225 | $2.20M | 1.45% | +164+5.4% | Added |
| Pathway Financial Advisers, LLC | 3,232 | $2.20M | 0.64% | −3−0.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 3,238 | $2.21M | 0.41% | −120−3.6% | Reduced |
| London Co of Virginia | 3,242 | $2.21M | 0.01% | +2,573+384.6% | Added |
| Callahan Advisors, LLC | 3,250 | $2.22M | 0.18% | −40−1.2% | Reduced |
| Bannerstone Capital Management, LLC | 3,252 | $2.22M | 2.13% | +3,252 | New |