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 |
|---|---|---|---|---|---|
| Hurley Capital, LLC | 4,096 | $2.79M | 1.56% | +6+0.1% | Added |
| Bluedoor Private Wealth, LLC | 4,097 | $2.79M | 1.29% | +4,097 | New |
| Baldwin Investment Management, LLC | 4,097 | $2.79M | 0.32% | −25−0.6% | Reduced |
| Rydar Equities, Inc. | 4,101 | $2.80M | 2.18% | +37+0.9% | Added |
| Euclidean Capital LLC | 4,104 | $2.80M | 0.76% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 4,110 | $2.80M | 0.20% | +10.0% | Added |
| White Lighthouse Investment Management Inc. | 4,117 | $2.81M | 0.39% | +130+3.3% | Added |
| Stone Point Wealth LLC | 4,151 | $2.83M | 0.77% | −127−3.0% | Reduced |
| EdgeRock Capital LLC | 4,156 | $2.83M | 0.75% | +187+4.7% | Added |
| Flaharty Asset Management, LLC | 4,162 | $2.84M | 0.35% | −39−0.9% | Reduced |
| Claris Financial LLC | 4,162 | $2.84M | 1.51% | −10−0.2% | Reduced |
| Allred Capital Management, LLC | 4,165 | $2.84M | 1.03% | +17+0.4% | Added |
| Financial Synergies Wealth Advisors, Inc. | 4,166 | $2.84M | 0.27% | −1,025−19.7% | Reduced |
| FMB Wealth Management | 4,170 | $2.84M | 1.12% | +368+9.7% | Added |
| Trust Co of Toledo NA | 4,173 | $2.85M | 0.28% | −399−8.7% | Reduced |
| Chesapeake Asset Management LLC | 4,164 | $2.85M | 2.36% | +260+6.7% | Added |
| CM Wealth Advisors LLC | 4,174 | $2.85M | 0.65% | +780+23.0% | Added |
| Trevian Wealth Management LLC | 4,191 | $2.86M | 1.36% | +1,644+64.5% | Added |
| Team Hewins, LLC | 4,185 | $2.86M | 0.92% | +7+0.2% | Added |
| Permanent Capital Management, LP | 4,185 | $2.86M | 0.56% | −1,297−23.7% | Reduced |
| Archford Capital Strategies, LLC | 4,197 | $2.86M | 0.33% | +10.0% | Added |
| Yardley Wealth Management LLC | 4,208 | $2.87M | 1.53% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 4,211 | $2.87M | 0.91% | +3,171+304.9% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 4,213 | $2.87M | 0.41% | +196+4.9% | Added |
| Lake Street Financial LLC | 4,215 | $2.87M | 0.35% | +107+2.6% | Added |
| McDaniel Terry & Co | 4,218 | $2.88M | 0.25% | +15+0.4% | Added |
| McIlrath & Eck, LLC | 4,250 | $2.90M | 0.27% | −146−3.3% | Reduced |
| Gradient Investments LLC | 4,258 | $2.90M | 0.05% | +2,041+92.1% | Added |
| Bayshore Capital Advisors, LLC | 4,259 | $2.90M | 1.45% | +4,259 | New |
| Snider Financial Group | 4,259 | $2.90M | 0.77% | +593+16.2% | Added |
| ARS Wealth Advisors Group, LLC | 4,271 | $2.91M | 0.26% | −2,344−35.4% | Reduced |
| River Street Advisors LLC | 4,277 | $2.92M | 1.09% | −164−3.7% | Reduced |
| Wall Street Access Asset Management, LLC | 4,280 | $2.92M | 0.67% | +10.0% | Added |
| D L Carlson Investment Group Inc | 4,280 | $2.92M | 0.49% | +25+0.6% | Added |
| Mathes Company, Inc. | 4,280 | $2.92M | 1.04% | −500−10.5% | Reduced |
| Capital Insight Partners, LLC | 4,290 | $2.93M | 0.62% | −1,814−29.7% | Reduced |
| WealthCare Asset Management, LLC | 4,377 | $2.93M | 2.70% | +4,377 | New |
| Worth Financial Advisory Group, LLC | 4,292 | $2.93M | 1.42% | +114+2.7% | Added |
| Grange Capital, LLC | 4,295 | $2.93M | 2.81% | −59−1.4% | Reduced |
| Telos Capital Management, Inc. | 4,297 | $2.93M | 0.27% | +1,206+39.0% | Added |
| Hilltop National Bank | 4,300 | $2.93M | 0.71% | +17+0.4% | Added |
| Capstone Financial Advisors, Inc. | 4,301 | $2.93M | 0.16% | −40−0.9% | Reduced |
| BWM Planning, LLC | 4,311 | $2.94M | 0.79% | +3+0.1% | Added |
| Tufton Capital Management | 4,312 | $2.94M | 0.51% | −204−4.5% | Reduced |
| First Commonwealth Financial Corp | 4,321 | $2.95M | 0.49% | −15−0.3% | Reduced |
| CFC Planning Co LLC | 4,325 | $2.95M | 2.27% | +531+14.0% | Added |
| ProVise Management Group, LLC | 4,330 | $2.95M | 0.21% | −50−1.1% | Reduced |
| Beck Bode, LLC | 4,330 | $2.95M | 0.49% | +3,822+752.4% | Added |
| SkyOak Wealth, LLC | 4,333 | $2.96M | 0.53% | −20−0.5% | Reduced |
| Old Peak Finance LLC | 4,338 | $2.96M | 1.83% | +4,338 | New |
| BNC Wealth Management, LLC | 4,338 | $2.96M | 0.76% | −80−1.8% | Reduced |
| Anchyra Partners LLC | 4,341 | $2.96M | 0.91% | +4,341 | New |
| Paces Ferry Wealth Advisors, LLC | 4,355 | $2.97M | 1.21% | −21−0.5% | Reduced |
| Consilium Wealth Advisory, LLC | 4,356 | $2.97M | 1.10% | −62−1.4% | Reduced |
| City State Bank | 4,361 | $2.97M | 0.81% | −10−0.2% | Reduced |
| Washington Trust Bank | 4,365 | $2.98M | 0.21% | +3,132+254.0% | Added |
| YANKCOM Partnership | 4,366 | $2.98M | 1.27% | +260+6.3% | Added |
| High Falls Advisors, Inc | 4,377 | $2.98M | 0.60% | −1,050−19.3% | Reduced |
| Cooksen Wealth, LLC | 4,379 | $2.99M | 2.18% | −30−0.7% | Reduced |
| Davidson Trust Co | 4,391 | $2.99M | 1.25% | +250+6.0% | Added |
| Affinity Capital Advisors, LLC | 4,395 | $3.00M | 0.41% | −147−3.2% | Reduced |
| Fiduciary Financial Group, LLC | 4,396 | $3.00M | 0.42% | +393+9.8% | Added |
| Hillman Co | 4,411 | $3.01M | 1.04% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 4,412 | $3.01M | 0.91% | +12+0.3% | Added |
| Confluence Wealth Services, Inc. | 4,415 | $3.01M | 0.12% | +29+0.7% | Added |
| Optima Capital LLC | 4,422 | $3.02M | 1.31% | −1,498−25.3% | Reduced |
| PUREfi Wealth, LLC | 4,434 | $3.02M | 2.32% | −16−0.4% | Reduced |
| Arbor Wealth Advisors LLC | 4,441 | $3.03M | 2.16% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 4,442 | $3.03M | 1.41% | −45−1.0% | Reduced |
| Cooper/Haims Advisors, LLC | 4,447 | $3.03M | 1.38% | +7+0.2% | Added |
| Aull & Monroe Investment Management Corp | 4,448 | $3.03M | 1.52% | +115+2.7% | Added |
| TPG Advisors LLC | 4,450 | $3.03M | 1.89% | +10+0.2% | Added |
| American Capital Advisory, LLC | 4,451 | $3.04M | 1.32% | +1,155+35.0% | Added |
| Center for Financial Planning, Inc. | 4,463 | $3.04M | 0.32% | −511−10.3% | Reduced |
| Kelsey Financial, LLC | 4,469 | $3.05M | 2.62% | +4,469 | New |
| MV Capital Management, Inc. | 4,473 | $3.05M | 0.29% | −74−1.6% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 4,478 | $3.05M | 1.12% | −334−6.9% | Reduced |
| ICG Advisors, LLC | 4,471 | $3.06M | 8.26% | +4,471 | New |
| Mach-1 Financial Group, Inc. | 4,482 | $3.06M | 0.63% | +3,782+540.3% | Added |
| Cahaba Wealth Management, Inc. | 4,493 | $3.06M | 0.21% | −74−1.6% | Reduced |
| OMNI 360 Wealth, Inc. | 4,440 | $3.07M | 1.57% | +394+9.7% | Added |
| Adkins Seale Capital Management LLC | 4,496 | $3.07M | 3.03% | +4,496 | New |
| Longview Financial Advisors, Inc. | 4,503 | $3.07M | 2.09% | −41−0.9% | Reduced |
| Maple Capital Management, Inc. | 4,506 | $3.07M | 0.19% | +85+1.9% | Added |
| Spence Asset Management | 4,513 | $3.08M | 0.63% | +2,634+140.2% | Added |
| Cadinha & Co LLC | 4,514 | $3.08M | 0.47% | −37−0.8% | Reduced |
| Geometric Wealth Advisors | 4,517 | $3.08M | 0.40% | +46+1.0% | Added |
| WealthSpring Partners, LLC | 4,548 | $3.10M | 3.18% | +4,548 | New |
| Equita Financial Network, Inc. | 4,549 | $3.10M | 0.93% | −45−1.0% | Reduced |
| Wellington Shields Capital Management, LLC | 4,551 | $3.10M | 0.45% | +311+7.3% | Added |
| Power Wealth Management LLC | 4,551 | $3.10M | 1.09% | −352−7.2% | Reduced |
| Ironwood Financial, llc | 4,466 | $3.10M | 0.53% | −388−8.0% | Reduced |
| NorthStar Asset Management LLC | 4,561 | $3.11M | 1.40% | +183+4.2% | Added |
| Sierra Summit Advisors LLC | 4,562 | $3.11M | 0.48% | −225−4.7% | Reduced |
| Israel Discount Bank of New York | 4,567 | $3.11M | 8.47% | +4,145+982.2% | Added |
| Newman Dignan & Sheerar, Inc. | 4,569 | $3.12M | 0.65% | −18−0.4% | Reduced |
| Cito Capital Group, LLC | 4,580 | $3.13M | 0.91% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 4,596 | $3.13M | 0.24% | −1,982−30.1% | Reduced |
| Merrion Investment Management Co, LLC | 4,597 | $3.13M | 1.69% | −10−0.2% | Reduced |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 4,600 | $3.14M | 2.40% | +4,600 | New |