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 |
|---|---|---|---|---|---|
| Affinity Wealth Management LLC | 3,635 | $2.48M | 0.35% | 00.0% | Unchanged |
| Cordoba Advisory Partners LLC | 3,635 | $2.48M | 0.61% | +3,635 | New |
| National Wealth Management Group, LLC | 3,636 | $2.48M | 0.86% | −611−14.4% | Reduced |
| Uptown Financial Advisors LLC | 3,644 | $2.48M | 2.12% | +30+0.8% | Added |
| Green Ridge Wealth Planning LLC | 3,644 | $2.49M | 1.27% | +3,644 | New |
| Grove Street Fiduciary, LLC | 3,651 | $2.49M | 1.04% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 3,652 | $2.49M | 0.53% | +92+2.6% | Added |
| River Wealth Advisors LLC | 3,658 | $2.49M | 0.28% | −346−8.6% | Reduced |
| Barr E S & Co | 3,663 | $2.50M | 0.13% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 3,665 | $2.50M | 0.51% | −194−5.0% | Reduced |
| SB Capital Management Inc | 3,668 | $2.50M | 0.92% | +3,668 | New |
| Gladwyn Financial Advisors, Inc. | 3,671 | $2.50M | 1.76% | −1,120−23.4% | Reduced |
| BLVD Private Wealth, LLC | 3,672 | $2.50M | 2.18% | −33−0.9% | Reduced |
| Transatlantique Private Wealth LLC | 3,679 | $2.51M | 0.79% | +2,614+245.4% | Added |
| Congress Asset Management Co | 3,682 | $2.51M | 0.02% | +582+18.8% | Added |
| Chickasaw Capital Management LLC | 3,693 | $2.52M | 0.10% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 3,696 | $2.52M | 2.64% | +65+1.8% | Added |
| Sheets Smith Wealth Management | 3,698 | $2.52M | 0.28% | −216−5.5% | Reduced |
| Ami Asset Management Corp | 3,701 | $2.52M | 0.14% | +39+1.1% | Added |
| Disciplined Investments, LLC | 3,703 | $2.53M | 0.97% | −31−0.8% | Reduced |
| Revisor Wealth Management LLC | 3,670 | $2.53M | 0.68% | +1,124+44.1% | Added |
| Quotient Wealth Partners, LLC | 3,705 | $2.53M | 0.07% | +659+21.6% | Added |
| Williams & Novak, LLC | 3,705 | $2.53M | 1.90% | +203+5.8% | Added |
| Net Worth Advisory Group | 3,710 | $2.53M | 0.51% | +275+8.0% | Added |
| JNBA Financial Advisors | 3,713 | $2.53M | 0.22% | −23−0.6% | Reduced |
| Centerstone Investors, LLC | 3,713 | $2.53M | 7.96% | +2,043+122.3% | Added |
| Maia Wealth LLC | 3,730 | $2.54M | 0.43% | +131+3.6% | Added |
| Founders Financial Securities LLC | 3,744 | $2.55M | 0.15% | +669+21.8% | Added |
| CFO4Life Group, LLC | 3,767 | $2.57M | 0.37% | −16−0.4% | Reduced |
| Whalerock Point Partners, LLC | 3,787 | $2.58M | 0.49% | −19−0.5% | Reduced |
| Fundamentun, LLC | 3,796 | $2.59M | 0.10% | +362+10.5% | Added |
| Signet Financial Management, LLC | 3,797 | $2.59M | 0.29% | +54+1.4% | Added |
| Tran Capital Management, L.P. | 3,797 | $2.59M | 0.31% | +1,984+109.4% | Added |
| Rockwood Wealth Management, LLC | 3,802 | $2.59M | 0.19% | +1,732+83.7% | Added |
| GR Financial Group, LLC | 3,803 | $2.59M | 0.58% | +8+0.2% | Added |
| Grandfield & Dodd, LLC | 3,820 | $2.61M | 0.15% | −19−0.5% | Reduced |
| Blueline Advisors LLC | 3,823 | $2.61M | 2.13% | +3,823 | New |
| Tidemark, LLC | 3,826 | $2.61M | 0.74% | −422−9.9% | Reduced |
| Goldstein Advisors, LLC | 3,832 | $2.61M | 0.30% | 00.0% | Unchanged |
| Sage Advisors, LLC | 3,835 | $2.62M | 1.73% | +226+6.3% | Added |
| Astoria Portfolio Advisors LLC. | 3,836 | $2.62M | 0.60% | −170−4.2% | Reduced |
| Kornitzer Capital Management Inc | 3,842 | $2.62M | 0.05% | −148−3.7% | Reduced |
| Ebert Capital Management Inc. | 3,787 | $2.62M | 2.53% | +3,787 | New |
| Eagle Rock Investment Company, LLC | 3,844 | $2.62M | 0.37% | +22+0.6% | Added |
| Sawgrass Asset Management LLC | 3,845 | $2.62M | 0.33% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 3,848 | $2.62M | 0.50% | −224−5.5% | Reduced |
| Lazari Capital Management, Inc. | 3,853 | $2.63M | 0.88% | −23−0.6% | Reduced |
| Bingham Private Wealth, LLC | 3,861 | $2.63M | 2.27% | +3,861 | New |
| Comprehensive Financial Planning, Inc. | 3,869 | $2.64M | 1.74% | +21+0.5% | Added |
| Chung Wu Investment Group, LLC | 3,880 | $2.65M | 2.16% | 00.0% | Unchanged |
| SMI Advisory Services, LLC | 3,809 | $2.65M | 0.46% | +58+1.5% | Added |
| Traphagen Investment Advisors LLC | 3,894 | $2.66M | 0.22% | +551+16.5% | Added |
| Hughes Financial Services, LLC | 3,896 | $2.66M | 0.42% | −90−2.3% | Reduced |
| Canal Capital Management, LLC | 3,898 | $2.66M | 0.38% | −10.0% | Reduced |
| Redwood Family Wealth LLC | 3,906 | $2.66M | 2.63% | +3,906 | New |
| Panoramic Capital Partners, LLC | 3,909 | $2.67M | 1.63% | −29−0.7% | Reduced |
| O'Rourke & Company, Inc | 3,918 | $2.67M | 1.04% | +216+5.8% | Added |
| Register Financial Advisors LLC | 3,920 | $2.67M | 1.04% | +89+2.3% | Added |
| Cedrus Wealth Group LLC | 3,923 | $2.68M | 2.47% | +3,923 | New |
| Wedgewood Investors Inc | 3,925 | $2.68M | 3.05% | −174−4.2% | Reduced |
| Erickson Financial Group, LLC | 3,926 | $2.68M | 1.64% | −317−7.5% | Reduced |
| Zevenbergen Capital Investments LLC | 3,929 | $2.68M | 0.06% | −906−18.7% | Reduced |
| Palouse Capital Management, Inc. | 3,929 | $2.68M | 1.72% | +1,773+82.2% | Added |
| Goodman Financial Corp | 3,934 | $2.68M | 0.51% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 3,937 | $2.68M | 0.34% | +1,377+53.8% | Added |
| Insight 2811, Inc. | 3,943 | $2.69M | 1.19% | −28−0.7% | Reduced |
| Parkside Investments, LLC | 3,947 | $2.69M | 0.34% | −3,339−45.8% | Reduced |
| 1015 Capital Partners, LLC | 3,950 | $2.69M | 2.65% | +3,950 | New |
| Boreal Capital Management LLC | 0 | $2.70M | 2.03% | 0 | Unchanged |
| Price T Rowe Associates Inc | 3,958 | $2.70M | 0.00% | −23,406−85.5% | Reduced |
| Hoese & Co LLP | 3,961 | $2.70M | 1.93% | −232−5.5% | Reduced |
| Sculati Wealth Management, LLC | 3,966 | $2.70M | 0.95% | −47−1.2% | Reduced |
| Graybill Bartz & Assoc Ltd | 3,967 | $2.71M | 0.80% | +101+2.6% | Added |
| J. Derek Lewis & Associates Inc. | 3,976 | $2.71M | 0.64% | +3,976 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 3,978 | $2.71M | 0.08% | +52+1.3% | Added |
| Impact Capital Partners LLC | 3,979 | $2.71M | 0.80% | +572+16.8% | Added |
| DGS Capital Management, LLC | 3,979 | $2.71M | 0.47% | +846+27.0% | Added |
| Silvia McColl Wealth Management, LLC | 3,986 | $2.72M | 1.81% | +280+7.6% | Added |
| Global Assets Advisory, LLC | 3,994 | $2.72M | 0.78% | +165+4.3% | Added |
| Highlander Partners, L.P. | 4,000 | $2.73M | 0.98% | 00.0% | Unchanged |
| James Investment Research Inc | 4,001 | $2.73M | 0.30% | −313−7.3% | Reduced |
| Spring Capital Management, LLC | 4,004 | $2.73M | 1.38% | 00.0% | Unchanged |
| Tudor Financial Inc. | 4,008 | $2.73M | 1.40% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 4,015 | $2.74M | 3.05% | −7,198−64.2% | Reduced |
| WealthPoint Financial, LLC | 4,023 | $2.74M | 2.39% | +4,023 | New |
| Convergence Financial, LLC | 4,031 | $2.75M | 0.40% | −6,446−61.5% | Reduced |
| Charles Schwab Trust Co | 4,034 | $2.75M | 0.18% | −511−11.2% | Reduced |
| Independent Wealth Advisors LLC | 4,041 | $2.76M | 2.88% | +4,041 | New |
| Resources Management Corp | 4,044 | $2.76M | 0.36% | +1,544+61.8% | Added |
| Golden Reserve Retirement LLC | 4,049 | $2.76M | 0.51% | +4,049 | New |
| Cambridge Financial Group, Inc. | 4,065 | $2.77M | 1.06% | +3,100+321.2% | Added |
| Miramar Fiduciary Corp | 4,056 | $2.77M | 2.15% | 00.0% | Unchanged |
| 10Elms LLP | 4,072 | $2.78M | 2.55% | −307−7.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 4,063 | $2.78M | 0.53% | 00.0% | Unchanged |
| Dala Group, LLC | 4,075 | $2.78M | 2.41% | +4,075 | New |
| Alpha Zero LLC | 4,082 | $2.78M | 1.52% | −98−2.3% | Reduced |
| Wallington Asset Management, LLC | 4,087 | $2.79M | 0.35% | −550−11.9% | Reduced |
| Pandora Wealth, Inc. | 4,088 | $2.79M | 1.69% | −30−0.7% | Reduced |
| General Partner, Inc. | 4,088 | $2.79M | 1.58% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 4,090 | $2.79M | 0.80% | −7−0.2% | Reduced |