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 |
|---|---|---|---|---|---|
| Thomas J. Herzfeld Advisors, Inc. | 390 | $265.9K | 0.09% | 00.0% | Unchanged |
| Pecaut & Co. | 390 | $266.2K | 0.09% | −35−8.2% | Reduced |
| Sykon Capital LLC | 391 | $266.6K | 0.09% | 00.0% | Unchanged |
| Strategic Advocates LLC | 388 | $266.7K | 0.07% | +1+0.3% | Added |
| Murphy Pohlad Asset Management LLC | 392 | $267.3K | 0.10% | 00.0% | Unchanged |
| PMG Wealth Management, Inc. | 392 | $267.3K | 0.20% | +4+1.0% | Added |
| Professional Financial Advisors, LLC | 392 | $267.5K | 0.05% | −65−14.2% | Reduced |
| Blue Water Asset Management | 394 | $268.7K | 0.10% | +394 | New |
| Hendershot Investments Inc. | 395 | $269.4K | 0.03% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 396 | $270.0K | 0.05% | 00.0% | Unchanged |
| ProCore Advisors, LLC | 397 | $270.7K | 0.28% | +397 | New |
| Carroll Advisory Group, LLC | 397 | $270.7K | 0.12% | +397 | New |
| DMKC Advisory Services, LLC | 397 | $270.8K | 0.12% | +1+0.3% | Added |
| Town Capital LLC | 398 | $271.4K | 0.22% | +398 | New |
| Sterling Group Wealth Management, LLC | 399 | $272.1K | 0.13% | 00.0% | Unchanged |
| DWR Wealth Management, LLC | 398 | $273.7K | 0.25% | +398 | New |
| First Bank & Trust | 402 | $274.1K | 0.04% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 403 | $274.8K | 0.09% | −1,000−71.3% | Reduced |
| Avalon Advisory Group | 403 | $274.8K | 0.11% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 403 | $274.9K | 0.03% | +63+18.5% | Added |
| Stark Wealth Management LLC | 2,680 | $275.2K | 1.03% | +2,680 | New |
| Notis-McConarty Edward | 404 | $275.5K | 0.13% | −10−2.4% | Reduced |
| Invesco, LLC | 404 | $275.5K | 0.09% | +75+22.8% | Added |
| Harbor Asset Planning, Inc. | 404 | $275.6K | 0.24% | +1+0.2% | Added |
| Durante & Waters, LLC | 405 | $276.2K | 0.19% | 00.0% | Unchanged |
| O'Connor Financial Group LLC | 401 | $276.7K | 0.11% | −19−4.5% | Reduced |
| DF Dent & Co Inc | 406 | $276.9K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 406 | $276.9K | 0.04% | +100+32.7% | Added |
| Oxford Wealth Group, LLC | 406 | $276.9K | 0.13% | +406 | New |
| Vantage Point Financial LLC | 406 | $276.9K | 0.10% | −417−50.7% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 408 | $278.5K | 0.14% | −5−1.2% | Reduced |
| Bowman & Co S.C. | 408 | $278.5K | 0.12% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 409 | $278.9K | 0.05% | +409 | New |
| Peak Financial Management, Inc. | 409 | $279.3K | 0.07% | 00.0% | Unchanged |
| Onefund, LLC | 410 | $279.6K | 0.17% | −310−43.1% | Reduced |
| Inspire Advisors, LLC | 411 | $280.1K | 0.03% | −172−29.5% | Reduced |
| Prodigy Asset Management LLC | 411 | $280.3K | 0.10% | 00.0% | Unchanged |
| Fox Hill Wealth Management | 411 | $280.5K | 0.13% | −66−13.8% | Reduced |
| Gleason Group, Inc. | 411 | $280.6K | 0.03% | −4−1.0% | Reduced |
| LM Advisors LLC | 49,811 | $280.9K | 5.68% | −242,051−82.9% | Reduced |
| Aviso Wealth Management | 412 | $281.0K | 0.12% | +2+0.5% | Added |
| Mystic Asset Management, Inc. | 413 | $281.6K | 0.06% | +44+11.9% | Added |
| Lantern Wealth Advisors, LLC | 413 | $282.1K | 0.15% | −51,357−99.2% | Reduced |
| Pandowealth. LLC | 414 | $282.2K | 0.26% | +414 | New |
| Inman Jager Wealth Management, LLC | 414 | $282.3K | 0.17% | 00.0% | Unchanged |
| Lighthouse Financial LLC | 415 | $283.0K | 0.18% | +23+5.9% | Added |
| Coston, McIsaac & Partners | 415 | $283.0K | 0.07% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 416 | $283.6K | 0.04% | −88,038−99.5% | Reduced |
| Wealth Advisory Team LLC | 415 | $283.8K | 0.25% | +415 | New |
| Flywheel Private Wealth LLC | 417 | $284.4K | 0.18% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 416 | $284.4K | 0.15% | +80+23.8% | Added |
| Quattro Financial Advisors LLC | 416 | $284.5K | 0.08% | 00.0% | Unchanged |
| Trust Co of Kansas | 418 | $285.0K | 0.13% | 00.0% | Unchanged |
| Kaufman Rossin Wealth, LLC | 419 | $285.7K | 0.15% | +48+12.9% | Added |
| Brady Martz Wealth Solutions, LLC | 420 | $286.2K | 0.05% | +60+16.7% | Added |
| Barnett & Company, Inc. | 420 | $286.4K | 0.23% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 421 | $287.1K | 0.25% | +421 | New |
| Adaptive Financial Consulting, LLC | 421 | $287.2K | 0.11% | 00.0% | Unchanged |
| Valued Retirements, Inc. | 423 | $288.3K | 0.28% | +1+0.2% | Added |
| Biondo Investment Advisors, LLC | 423 | $288.5K | 0.03% | 00.0% | Unchanged |
| Western Reserve Capital Management, LLC | 423 | $288.5K | 0.27% | +423 | New |
| Arcataur Capital Management LLC | 423 | $288.7K | 0.08% | 00.0% | Unchanged |
| NRI Wealth Management LC | 424 | $289.1K | 0.15% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 424 | $289.1K | 0.05% | +424 | New |
| Schmidt P J Investment Management Inc | 425 | $289.8K | 0.05% | −35−7.6% | Reduced |
| BetterWealth, LLC | 425 | $289.8K | 0.07% | −1−0.2% | Reduced |
| OLIO Financial Planning | 426 | $290.4K | 0.08% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 426 | $290.5K | 0.05% | +42+10.9% | Added |
| M. Kraus & Co | 426 | $290.5K | 0.08% | 00.0% | Unchanged |
| William Allan, LLC | 426 | $290.5K | 0.16% | +426 | New |
| Newport Capital Group, LLC | 425 | $291.1K | 0.18% | −1−0.2% | Reduced |
| Talisman Wealth Advisors LLC | 426 | $292.5K | 0.23% | 00.0% | Unchanged |
| Melone Private Wealth, LLC | 430 | $293.4K | 0.12% | −113−20.8% | Reduced |
| ROSS\JOHNSON & Associates LLC | 432 | $294.6K | 5.48% | 00.0% | Unchanged |
| Oakmont Investment Advisors, Inc. | 434 | $296.1K | 0.22% | +434 | New |
| Riversedge Advisors, LLC | 435 | $296.6K | 0.05% | +1+0.2% | Added |
| Titan Wealth (CI) Ltd | 435 | $296.6K | 0.11% | +435 | New |
| Whi Trust Co LLC | 435 | $296.6K | 0.23% | +435 | New |
| PW Nova Financial Services LLC | 435 | $297.0K | 0.11% | +435 | New |
| Heritage Family Offices, LLP | 436 | $297.3K | 0.14% | 00.0% | Unchanged |
| Paragon Advisors, LLC | 437 | $297.7K | 0.08% | −1,115−71.8% | Reduced |
| Everstar Asset Management, LLC | 437 | $298.0K | 0.16% | +81+22.8% | Added |
| GFG Capital, LLC | 437 | $298.0K | 0.11% | +74+20.4% | Added |
| Kerntke Otto McGlone Wealth Management Group | 438 | $298.8K | 0.21% | −18−3.9% | Reduced |
| Colton Groome Financial Advisors, LLC | 440 | $300.0K | 0.09% | −19−4.1% | Reduced |
| Quantum Financial Planning Services, Inc. | 443 | $301.9K | 0.11% | −8−1.8% | Reduced |
| Twelve Points Wealth Management LLC | 435 | $302.1K | 0.07% | +39+9.8% | Added |
| Alongside, LLC | 444 | $302.5K | 0.10% | +444 | New |
| Pring Turner Capital Group Inc | 444 | $302.8K | 0.19% | −227−33.8% | Reduced |
| Banco BTG Pactual S.A. | 444 | $302.8K | 0.05% | 00.0% | Unchanged |
| Skyline Advisors, Inc. | 444 | $303.0K | 0.10% | +25+6.0% | Added |
| Uhlmann Price Securities, LLC | 445 | $303.3K | 0.18% | +1+0.2% | Added |
| Palatine Hill Wealth Management, LLC | 445 | $303.5K | 0.24% | +445 | New |
| Coco Enterprises, LLC | 446 | $304.1K | 0.16% | 00.0% | Unchanged |
| DORVAL Corp | 446 | $304.3K | 0.10% | +1+0.2% | Added |
| Jackson Thornton Asset Management, LLC | 440 | $304.3K | 0.03% | 00.0% | Unchanged |
| Belleair Asset Management, LLC | 447 | $304.8K | 0.29% | +447 | New |
| Golden Bell Financial Planning LLC | 448 | $305.5K | 0.25% | 00.0% | Unchanged |
| Beckerman Institutional, LLC | 448 | $305.5K | 0.17% | 00.0% | Unchanged |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 443 | $306.3K | 0.21% | 00.0% | Unchanged |