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 |
|---|---|---|---|---|---|
| SJA Financial Advisory, LLC | 332 | $226.1K | 0.15% | +1+0.3% | Added |
| Alliance Wealth Advisors, LLC | 332 | $226.4K | 0.05% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 332 | $226.4K | 0.16% | +23+7.4% | Added |
| Brentview Investment Management LLC | 332 | $226.4K | 0.10% | +332 | New |
| PFS Partners, LLC | 332 | $226.6K | 0.10% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 332 | $227.1K | 0.11% | −554−62.5% | Reduced |
| Drum Hill Capital, LLC | 334 | $227.8K | 0.24% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 334 | $228.0K | 0.06% | +1+0.3% | Added |
| John W. Brooker & Co., CPAs | 335 | $228.4K | 0.41% | −74−18.1% | Reduced |
| First National Bank & Trust Co of Newtown | 335 | $228.4K | 0.04% | 00.0% | Unchanged |
| Sabby Management, LLC | 335 | $228.4K | 1.90% | +335 | New |
| A&I Financial Services, LLC | 336 | $229.1K | 0.11% | +336 | New |
| Liberty Atlantic Advisors LLC | 336 | $229.9K | 0.23% | +336 | New |
| Spectrum Financial Alliance Ltd LLC | 337 | $229.9K | 0.05% | 00.0% | Unchanged |
| Flagstone Financial Management | 337 | $230.1K | 0.06% | 00.0% | Unchanged |
| MTM Financial Group, LLC | 338 | $230.4K | 0.11% | −4−1.2% | Reduced |
| Broadhurst Jeffrey B | 339 | $231.2K | 0.24% | +339 | New |
| ERTS Wealth Advisors, LLC | 339 | $231.3K | 0.07% | −2−0.6% | Reduced |
| Blue Barn Wealth, LLC | 342 | $232.9K | 0.34% | −536−61.0% | Reduced |
| Wayfinding Financial, LLC | 341 | $233.0K | 0.10% | 00.0% | Unchanged |
| BKA Wealth Consulting, Inc. | 342 | $233.3K | 0.20% | +1+0.3% | Added |
| BAM Wealth Management, LLC | 342 | $233.6K | 0.17% | +24+7.5% | Added |
| Teachers Insurance & Annuity Association of America | 343 | $233.9K | 0.27% | +166+93.8% | Added |
| Phocas Financial Corp. | 345 | $235.3K | 0.03% | 00.0% | Unchanged |
| LongView Asset Management LLC | 346 | $236.2K | 0.16% | 00.0% | Unchanged |
| Beto Financial Group, LLC | 340 | $236.4K | 0.16% | +340 | New |
| Northstar Asset Management Inc | 347 | $236.6K | 0.06% | −182−34.4% | Reduced |
| Drake & Associates, LLC | 348 | $237.3K | 0.05% | −71−16.9% | Reduced |
| Legacy Wealth Managment, LLC | 348 | $237.6K | 0.11% | +161+86.1% | Added |
| Bluesphere Advisors, LLC | 349 | $238.0K | 0.11% | 00.0% | Unchanged |
| Blom & Howell Financial Planning, Inc. | 349 | $238.0K | 0.24% | +349 | New |
| Puff Wealth Management, LLC | 349 | $238.6K | 0.31% | +7+2.0% | Added |
| Principia Wealth Advisory, LLC | 350 | $238.7K | 0.15% | +13+3.9% | Added |
| Seven Springs Wealth Group, LLC | 350 | $238.7K | 0.07% | +350 | New |
| City National Bank of Florida | 350 | $238.7K | 0.16% | −5−1.4% | Reduced |
| Applied Capital LLC | 350 | $238.7K | 0.09% | −76−17.8% | Reduced |
| Avos Capital Management, LLC | 350 | $238.8K | 0.10% | +3+0.9% | Added |
| Old North State Wealth Management, LLC | 348 | $239.9K | 0.11% | −255−42.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 352 | $240.0K | 0.06% | 00.0% | Unchanged |
| Sprott Inc. | 352 | $240.0K | 0.01% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 352 | $240.0K | 0.12% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 354 | $241.1K | 0.19% | +5+1.4% | Added |
| WBI Investments | 354 | $241.4K | 0.06% | −2−0.6% | Reduced |
| TrustWell Financial Advisors, LLC | 354 | $241.4K | 0.23% | +354 | New |
| Boyer Financial Services, Inc. | 354 | $241.8K | 0.26% | +354 | New |
| Consultiva Wealth Management, Corp. | 355 | $242.1K | 0.68% | 00.0% | Unchanged |
| 5th Street Advisors, LLC | 355 | $242.1K | 0.11% | +355 | New |
| Financial Connections Group, Inc. | 357 | $243.0K | 0.08% | 00.0% | Unchanged |
| Pure Portfolios Holdings LLC | 357 | $243.1K | 0.07% | −19−5.1% | Reduced |
| Leading Edge Financial Planning LLC | 358 | $244.1K | 0.06% | 00.0% | Unchanged |
| Fusion Capital, LLC | 359 | $244.7K | 0.07% | 00.0% | Unchanged |
| Vantus Wealth LLC | 360 | $245.5K | 0.18% | +360 | New |
| Buska Wealth Management, LLC | 361 | $245.9K | 0.09% | +25+7.4% | Added |
| Evergreen Wealth Partners LLC | 361 | $245.9K | 0.21% | +361 | New |
| Avion Wealth | 362 | $246.0K | 0.05% | +3+0.8% | Added |
| Lederer & Associates Investment Counsel | 361 | $246.0K | 0.17% | +15+4.3% | Added |
| JP Wealth Management, Inc. | 361 | $246.2K | 0.17% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 361 | $246.4K | 0.06% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 365 | $248.9K | 0.09% | −44−10.8% | Reduced |
| Signature Wealth Management Group | 365 | $248.9K | 0.10% | 00.0% | Unchanged |
| GDS Wealth Management | 365 | $249.0K | 0.02% | 00.0% | Unchanged |
| Davis-Rea Ltd. | 365 | $249.2K | 0.06% | −7−1.9% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 366 | $249.6K | 0.12% | 00.0% | Unchanged |
| Advisors Management Group Inc | 366 | $250.0K | 0.05% | −239−39.5% | Reduced |
| Blackston Financial Advisory Group, LLC | 367 | $250.3K | 0.15% | 00.0% | Unchanged |
| Wilkins Miller Wealth Management, LLC | 367 | $250.6K | 0.15% | −1−0.3% | Reduced |
| Clarity Retirement & Wealth, LLC | 368 | $250.9K | 0.22% | +368 | New |
| Foronjy Financial LLC | 368 | $251.0K | 0.10% | +63+20.7% | Added |
| Stonebridge Financial Group, LLC | 370 | $252.3K | 0.22% | +370 | New |
| OxenFree Capital LLC | 372 | $253.5K | 0.13% | +1+0.3% | Added |
| Christensen, King & Associates Investment Services, Inc. | 372 | $253.5K | 0.11% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 372 | $253.7K | 0.10% | 00.0% | Unchanged |
| Alpha Advisors, LLC | 372 | $253.7K | 0.20% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 373 | $254.6K | 0.07% | −15−3.9% | Reduced |
| Keener Financial Planning LLC | 374 | $255.0K | 0.11% | +34+10.0% | Added |
| Advisory Resource Group | 374 | $255.0K | 0.04% | −2−0.5% | Reduced |
| Citrine Capital LLC | 374 | $255.0K | 0.12% | 00.0% | Unchanged |
| Biltmore Wealth Management, LLC | 375 | $255.7K | 0.10% | +3+0.8% | Added |
| Decision Investments, Inc | 375 | $255.7K | 0.28% | +375 | New |
| Entelevest, LLC | 375 | $256.0K | 0.27% | +375 | New |
| Centerpoint Advisory Group | 376 | $256.4K | 0.20% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 376 | $256.4K | 0.01% | +376 | New |
| Sankala Group LLC | 374 | $256.7K | 0.21% | +374 | New |
| Inlet Private Wealth, LLC | 377 | $257.1K | 0.06% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 377 | $257.1K | 0.20% | +377 | New |
| Joule Financial, LLC | 377 | $257.4K | 0.08% | −280−42.6% | Reduced |
| Synergy Financial Group, LTD | 377 | $257.4K | 0.18% | −107−22.1% | Reduced |
| Summit Wealth Group, LLC | 378 | $257.5K | 0.06% | −36−8.7% | Reduced |
| River's Edge Wealth Management, LLC | 382 | $260.4K | 0.25% | +382 | New |
| Clifford Group, LLC | 383 | $261.2K | 0.20% | −38−9.0% | Reduced |
| RiverTree Advisors, LLC | 384 | $261.9K | 0.17% | 00.0% | Unchanged |
| Dutch Asset Corp | 384 | $262.0K | 0.20% | +384 | New |
| LongView Wealth Management | 377 | $262.2K | 0.06% | −41−9.8% | Reduced |
| Columbus Macro, LLC | 385 | $262.6K | 0.03% | +1+0.3% | Added |
| Investment Counsel Co of Nevada | 386 | $263.4K | 0.57% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 387 | $263.9K | 0.03% | −17−4.2% | Reduced |
| Hilton Head Capital Partners, LLC | 388 | $264.6K | 0.15% | +388 | New |
| Clearview Wealth Advisors LLC | 389 | $265.1K | 0.17% | +7+1.8% | Added |
| Dravo Bay LLC | 389 | $265.3K | 0.11% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 389 | $265.3K | 0.26% | +389 | New |