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 |
|---|---|---|---|---|---|
| Altfest L J & Co Inc | 3,256 | $2.22M | 0.24% | +101+3.2% | Added |
| Roberts Wealth Advisors, LLC | 3,256 | $2.22M | 0.58% | −295−8.3% | Reduced |
| Sonoma Allocations LLC | 3,196 | $2.22M | 0.74% | +11+0.3% | Added |
| Buck Wealth Strategies, LLC | 3,274 | $2.23M | 0.28% | −1,434−30.5% | Reduced |
| Core Wealth Advisors, Inc. | 3,284 | $2.24M | 0.58% | +21+0.6% | Added |
| Bright Financial Advisors, Inc. | 3,292 | $2.24M | 1.06% | −55−1.6% | Reduced |
| Astra Wealth Partners LLC | 3,284 | $2.25M | 1.37% | 00.0% | Unchanged |
| Hopwood Nicholas Hunter | 3,295 | $2.25M | 0.73% | +3,295 | New |
| MSH Capital Advisors LLC | 3,298 | $2.25M | 0.48% | +73+2.3% | Added |
| 360 Financial, Inc. | 3,308 | $2.26M | 0.68% | +38+1.2% | Added |
| Hegarty Advisors, LLC | 3,311 | $2.26M | 1.96% | +3,311 | New |
| Tred Avon Family Wealth, LLC | 3,314 | $2.26M | 0.74% | +34+1.0% | Added |
| Diesslin Group, Inc. | 3,315 | $2.26M | 0.90% | +3,315 | New |
| RTD Financial Advisors, Inc. | 3,315 | $2.26M | 0.28% | +171+5.4% | Added |
| Tableaux LLC | 3,315 | $2.26M | 1.62% | −3,354−50.3% | Reduced |
| Droms Strauss Advisors Inc | 3,320 | $2.26M | 0.60% | −82−2.4% | Reduced |
| Kagan Cocozza Asset Management | 3,322 | $2.27M | 1.61% | −18−0.5% | Reduced |
| FSA Advisors, Inc. | 13,476 | $2.27M | 1.58% | +9,604+248.0% | Added |
| Kohmann Bosshard Financial Services, LLC | 3,326 | $2.27M | 0.20% | +2+0.1% | Added |
| Sunpointe, LLC | 3,321 | $2.27M | 0.75% | +57+1.7% | Added |
| CoreFirst Bank & Trust | 3,337 | $2.28M | 1.23% | −20−0.6% | Reduced |
| Optimist Retirement Group LLC | 3,340 | $2.28M | 1.04% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 3,341 | $2.28M | 1.40% | +35+1.1% | Added |
| Everpar Advisors LLC | 3,346 | $2.28M | 0.85% | +70+2.1% | Added |
| Winebrenner Capital Management LLC | 3,350 | $2.28M | 1.52% | −81−2.4% | Reduced |
| Garton & Associates Financial Advisors LLC | 3,354 | $2.29M | 1.28% | +3,354 | New |
| Santori & Peters | 3,358 | $2.29M | 0.78% | −19−0.6% | Reduced |
| Red Wave Investments LLC | 3,365 | $2.29M | 0.68% | +93+2.8% | Added |
| Trillium Asset Management, LLC | 3,367 | $2.30M | 0.07% | +363+12.1% | Added |
| Cherry Tree Wealth Management, LLC | 3,373 | $2.30M | 0.49% | −28−0.8% | Reduced |
| Modus Advisors, LLC | 3,377 | $2.30M | 0.61% | −133−3.8% | Reduced |
| Ahara Advisors LLC | 3,381 | $2.31M | 2.10% | +3,381 | New |
| Ridgecrest Wealth Partners, LLC | 3,381 | $2.31M | 1.25% | −3,253−49.0% | Reduced |
| Sym Financial Corp | 3,389 | $2.31M | 0.24% | +168+5.2% | Added |
| Vaughan David Investments LLC | 3,401 | $2.32M | 0.05% | −183−5.1% | Reduced |
| Park Place Capital Corp | 3,404 | $2.32M | 0.48% | +4+0.1% | Added |
| Campbell Deegan Wealth Management, LLC | 3,406 | $2.32M | 1.88% | −10−0.3% | Reduced |
| Pin Oak Investment Advisors Inc | 3,364 | $2.32M | 1.63% | −799−19.2% | Reduced |
| Valley National Advisers Inc | 3,408 | $2.32M | 0.32% | +1,356+66.1% | Added |
| Founders Grove Wealth Partners, LLC | 3,408 | $2.32M | 0.52% | −171−4.8% | Reduced |
| Brand Asset Management Group, Inc. | 3,408 | $2.32M | 0.65% | +157+4.8% | Added |
| Powell Investment Advisors, LLC | 3,398 | $2.32M | 0.80% | +123+3.8% | Added |
| Auour Investments LLC | 3,409 | $2.32M | 0.74% | 00.0% | Unchanged |
| Delta Capital Management LLC | 3,410 | $2.33M | 1.31% | −70−2.0% | Reduced |
| Liberty Capital Management, Inc. | 3,413 | $2.33M | 0.43% | −7−0.2% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 3,416 | $2.33M | 1.25% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 3,417 | $2.33M | 0.55% | −1,217−26.3% | Reduced |
| United Advisor Group, LLC | 3,418 | $2.33M | 0.30% | −140−3.9% | Reduced |
| Tortuga Wealth Management, Inc | 3,419 | $2.33M | 2.46% | +3,419 | New |
| Osprey Private Wealth LLC | 3,425 | $2.34M | 0.67% | +1,298+61.0% | Added |
| Acorn Wealth Advisors, LLC | 3,428 | $2.34M | 0.70% | −1,075−23.9% | Reduced |
| CapWealth Advisors, LLC | 3,432 | $2.34M | 0.16% | −69−2.0% | Reduced |
| Members Wealth LLC | 3,387 | $2.35M | 1.47% | −513−13.2% | Reduced |
| CORDA Investment Management, LLC. | 3,442 | $2.35M | 0.17% | +181+5.6% | Added |
| Investors Asset Management of Georgia Inc | 3,448 | $2.35M | 0.97% | +123+3.7% | Added |
| McBroom & Associates, LLC | 3,458 | $2.36M | 1.15% | +73+2.2% | Added |
| Hippocratic Financial Advisors, LLC | 3,460 | $2.36M | 1.09% | −7−0.2% | Reduced |
| Portus Wealth Advisors, LLC | 3,461 | $2.36M | 2.23% | +49+1.4% | Added |
| Sensible Money, LLC | 3,472 | $2.37M | 0.76% | +380+12.3% | Added |
| Mainstream Capital Management LLC | 3,473 | $2.37M | 1.55% | −8−0.2% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 3,479 | $2.37M | 0.50% | −92−2.6% | Reduced |
| Ameriflex Group, Inc. | 3,490 | $2.38M | 1.24% | −2,454−41.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,492 | $2.38M | 0.54% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 3,495 | $2.38M | 0.46% | −6−0.2% | Reduced |
| Tannin Capital LLC | 3,496 | $2.38M | 2.13% | +3,496 | New |
| Agate Pass Investment Management, LLC | 3,496 | $2.38M | 0.89% | −19−0.5% | Reduced |
| Tritonpoint Wealth, LLC | 3,486 | $2.38M | 0.24% | −2,380−40.6% | Reduced |
| Shelton Capital Management | 3,497 | $2.38M | 0.05% | +709+25.4% | Added |
| Consilio Wealth Advisors, LLC | 3,498 | $2.39M | 0.70% | −4−0.1% | Reduced |
| Sugar Maple Asset Management, LLC | 3,503 | $2.39M | 1.61% | −300−7.9% | Reduced |
| Readystate Asset Management LP | 3,512 | $2.39M | 0.11% | +1,934+122.6% | Added |
| IFC Advisors LLC | 3,522 | $2.40M | 0.35% | −652−15.6% | Reduced |
| Private Wealth Asset Management, LLC | 3,532 | $2.41M | 0.26% | +343+10.8% | Added |
| Root Financial Partners, LLC | 3,532 | $2.41M | 0.12% | +1,366+63.1% | Added |
| Melfa Wealth Management, LLC | 3,535 | $2.41M | 1.39% | +10.0% | Added |
| Blue Capital, Inc. | 3,535 | $2.41M | 1.72% | +1,389+64.7% | Added |
| Turner Capital Investments, LLC | 2,416,147 | $2.42M | 2.74% | +2,416,147 | New |
| NWM Advisors, LLC | 3,546 | $2.42M | 2.10% | +3,546 | New |
| Evelyn Partners Investment Management LLP | 3,559 | $2.43M | 0.07% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 3,561 | $2.43M | 0.16% | −436−10.9% | Reduced |
| Fairview Capital Investment Management, LLC | 3,565 | $2.43M | 0.12% | +25+0.7% | Added |
| Chemistry Wealth Management LLC | 3,567 | $2.43M | 0.46% | +19+0.5% | Added |
| Violich Capital Management, Inc. | 3,568 | $2.43M | 0.27% | +309+9.5% | Added |
| HBW Advisory Services LLC | 3,577 | $2.44M | 0.27% | +323+9.9% | Added |
| Wealth Alliance Advisory Group, LLC | 3,582 | $2.44M | 0.42% | −123−3.3% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 3,582 | $2.44M | 0.34% | 00.0% | Unchanged |
| Leith Wheeler Investment Counsel Ltd. | 3,585 | $2.44M | 0.18% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 3,589 | $2.45M | 1.76% | +10+0.3% | Added |
| Cranbrook Wealth Management, LLC | 3,589 | $2.45M | 0.48% | −44−1.2% | Reduced |
| Costello Asset Management, INC | 3,591 | $2.45M | 0.81% | −18−0.5% | Reduced |
| Transce3nd, LLC | 3,523 | $2.45M | 19.77% | −431−10.9% | Reduced |
| Renaissance Investment Group LLC | 3,595 | $2.45M | 0.49% | +290+8.8% | Added |
| Eldridge Investment Advisors, Inc. | 3,599 | $2.45M | 0.54% | +10.0% | Added |
| Bulltick Wealth Management, LLC | 3,593 | $2.46M | 0.52% | −7,069−66.3% | Reduced |
| Elevatus Welath Management | 3,614 | $2.46M | 0.67% | +184+5.4% | Added |
| Lionshead Wealth Management, LLC | 3,617 | $2.47M | 1.85% | −118−3.2% | Reduced |
| Westwood Wealth Management | 3,617 | $2.47M | 1.85% | +1,431+65.5% | Added |
| BCR Wealth Strategies, LLC | 3,620 | $2.47M | 0.82% | −42−1.1% | Reduced |
| Westside Investment Management, Inc. | 3,622 | $2.47M | 0.40% | +138+4.0% | Added |
| Seizert Capital Partners, LLC | 3,626 | $2.47M | 0.10% | +3,626 | New |