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 |
|---|---|---|---|---|---|
| Schulhoff & Co Inc | 450 | $306.9K | 0.13% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 450 | $306.9K | 0.04% | 00.0% | Unchanged |
| ETF Portfolio Partners, Inc. | 451 | $307.5K | 0.08% | +111+32.6% | Added |
| Chancellor Financial Group WB LP | 451 | $307.6K | 0.21% | 00.0% | Unchanged |
| Red Mountain Financial, LLC | 452 | $308.2K | 0.30% | +46+11.3% | Added |
| Clay Northam Wealth Management, LLC | 452 | $308.2K | 0.17% | +1+0.2% | Added |
| Sunburst Financial Group, LLC | 454 | $309.6K | 0.06% | +13+2.9% | Added |
| Lane Brothers & Co Inc | 455 | $310.1K | 0.22% | +455 | New |
| SVRN Asset Management, LLC | 455 | $310.4K | 0.26% | +455 | New |
| Cornerstone Management, Inc. | 456 | $311.0K | 0.05% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 456 | $311.0K | 0.09% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 457 | $311.6K | 0.03% | +46+11.2% | Added |
| Client First Capital LLC | 458 | $312.0K | 0.13% | +458 | New |
| McCarthy & Cox | 458 | $312.3K | 3.79% | −3,489−88.4% | Reduced |
| Portfolio Strategies, Inc. | 458 | $312.4K | 0.04% | +21+4.8% | Added |
| WMS Group LLC | 460 | $313.7K | 0.40% | +460 | New |
| Tradewinds Capital Management, LLC | 460 | $313.9K | 0.07% | +226+96.6% | Added |
| Moulton Wealth Management, Inc | 460 | $314.0K | 0.30% | +2+0.4% | Added |
| Gaddis Premier Wealth Advisors LLC | 461 | $314.3K | 0.24% | +461 | New |
| DAGCO, Inc. | 462 | $315.0K | 0.07% | 00.0% | Unchanged |
| Wrenne Financial Planning LLC | 462 | $315.2K | 0.13% | +15+3.4% | Added |
| Driehaus Capital Management LLC | 464 | $316.4K | 0.00% | +464 | New |
| Salvus Wealth Management, LLC | 465 | $316.8K | 0.18% | +68+17.1% | Added |
| Alexander Labrunerie & Co., Inc. | 465 | $316.8K | 0.11% | +1+0.2% | Added |
| Clear Investment Research, LLC | 465 | $317.1K | 0.53% | 00.0% | Unchanged |
| FIDELIS iM, LLC | 465 | $317.4K | 0.12% | +465 | New |
| Capital Square, LLC | 465 | $317.4K | 0.16% | +109+30.6% | Added |
| DLD Asset Management, LP | 466 | $317.8K | 0.03% | +466 | New |
| Winter & Associates, Inc. | 467 | $318.5K | 0.29% | +467 | New |
| Peloton Wealth Strategists | 469 | $320.0K | 0.12% | −240−33.9% | Reduced |
| Axos Invest Inc. | 470 | $320.4K | 0.24% | −18−3.7% | Reduced |
| J.E. Simmons & Co., P.C. | 471 | $321.2K | 0.21% | +471 | New |
| Bucket List Wealth Management, LLC | 472 | $321.9K | 0.19% | +472 | New |
| Downshift Financial, LLC | 476 | $322.2K | 0.20% | +476 | New |
| Adapt Wealth Advisors, LLC | 473 | $322.5K | 0.11% | −20−4.1% | Reduced |
| Cogent Private Wealth, Inc. | 473 | $322.5K | 0.25% | +473 | New |
| Harold Davidson & Associates Inc. | 474 | $323.2K | 0.14% | −14−2.9% | Reduced |
| Sarver Vrooman Wealth Advisors | 474 | $323.2K | 0.21% | 00.0% | Unchanged |
| Eight 31 Financial LLC | 474 | $323.2K | 0.18% | +474 | New |
| Lauterbach Financial Advisors, LLC | 475 | $323.8K | 0.16% | −44−8.5% | Reduced |
| Provident Co of the Employees of the Hebrew University LTD | 474 | $323.9K | 0.34% | +474 | New |
| TradeWell Securities, LLC. | 475 | $324.1K | 0.13% | 00.0% | Unchanged |
| Reliant Investment Partners, LLC | 476 | $324.6K | 0.25% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 477 | $325.3K | 0.13% | −42−8.1% | Reduced |
| Gray Private Wealth, LLC | 478 | $325.8K | 0.16% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 478 | $326.0K | 0.06% | −167−25.9% | Reduced |
| Blackhill Capital Inc | 478 | $326.0K | 0.02% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 479 | $326.6K | 0.23% | −95−16.6% | Reduced |
| Dougherty & Associates, LLC | 480 | $327.3K | 0.29% | +480 | New |
| Northwest Wealth Advisors, LLC | 480 | $327.5K | 0.25% | +480 | New |
| CarsonAllaria Wealth Management, Ltd. | 480 | $327.6K | 0.16% | −63−11.6% | Reduced |
| Rubicon Advisors, GP | 480 | $327.6K | 0.30% | +480 | New |
| McRae Capital Management Inc | 481 | $328.0K | 0.07% | +54+12.6% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 484 | $329.9K | 0.07% | +8+1.7% | Added |
| Southern Capital Advisors, LLC | 484 | $330.1K | 0.15% | −35−6.7% | Reduced |
| Waystone Advisors LLC | 485 | $330.7K | 0.28% | +485 | New |
| Stableford Capital II LLC | 487 | $332.1K | 0.12% | −4−0.8% | Reduced |
| Carlson Financial, Inc. | 487 | $332.3K | 0.19% | +487 | New |
| EnRich Financial Partners LLC | 488 | $332.5K | 0.09% | −178−26.7% | Reduced |
| Crescent Sterling, Ltd. | 488 | $332.8K | 0.34% | +48+10.9% | Added |
| Weybosset Research & Management LLC | 488 | $332.8K | 0.10% | +56+13.0% | Added |
| AA Financial Advisors, LLC | 489 | $333.2K | 0.06% | +489 | New |
| Mullooly Asset Management, Inc. | 490 | $333.9K | 0.12% | +2+0.4% | Added |
| tru Independence LLC | 490 | $334.2K | 0.08% | −66−11.9% | Reduced |
| Fiduciary Advisors, Inc. | 491 | $334.9K | 0.25% | −21−4.1% | Reduced |
| Post Resch Tallon Group Inc. | 492 | $335.5K | 0.28% | −14−2.8% | Reduced |
| M Wealth Management, LLC | 493 | $336.3K | 0.29% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 493 | $336.3K | 0.10% | −9−1.8% | Reduced |
| Continuum Wealth Advisors, LLC | 494 | $336.9K | 0.13% | +80+19.3% | Added |
| Oak Barrel Wealth Advisory LLC | 495 | $337.4K | 0.20% | +495 | New |
| Cathy Pareto & Associates, Inc | 496 | $338.5K | 0.23% | −98−16.5% | Reduced |
| Corepath Wealth Partners LLC | 489 | $339.7K | 0.23% | −117−19.3% | Reduced |
| Fiscal Wisdom Wealth Management, LLC | 499 | $340.3K | 0.32% | 00.0% | Unchanged |
| Granite Islands Private Wealth, LLC | 500 | $341.0K | 0.31% | +500 | New |
| Petra Financial Advisors Inc | 501 | $341.6K | 0.20% | −27−5.1% | Reduced |
| JHP Wealth Management, LLC | 503 | $343.0K | 0.33% | +503 | New |
| Edgemoor Investment Advisors, Inc. | 503 | $343.3K | 0.03% | −64−11.3% | Reduced |
| Everest Financial Group LLC | 504 | $343.6K | 0.08% | +504 | New |
| Thompson Davis & Co., Inc. | 504 | $343.7K | 0.21% | −2−0.4% | Reduced |
| Sound Stewardship, LLC | 504 | $343.7K | 0.16% | 00.0% | Unchanged |
| Wisconsin Wealth Advisors, LLC | 505 | $344.1K | 0.34% | 00.0% | Unchanged |
| marrick wealth, LLC | 506 | $345.0K | 0.28% | +506 | New |
| Whitener Capital Management, Inc. | 508 | $346.4K | 0.08% | +100+24.5% | Added |
| Cassady Wealth & Retirement Planning, LLC | 508 | $346.4K | 0.23% | +508 | New |
| Davis Investment Partners, LLC | 509 | $347.4K | 0.12% | +15+3.0% | Added |
| Hunter Associates Investment Management LLC | 512 | $348.0K | 0.05% | +18+3.6% | Added |
| Platt Wealth Management LLC | 511 | $348.0K | 0.35% | +511 | New |
| Sara-Bay Financial | 507 | $348.4K | 0.10% | +507 | New |
| Elk River Wealth Management, LLC | 510 | $348.9K | 0.06% | +1+0.2% | Added |
| Zinnia Wealth Advisory, LLC | 512 | $349.1K | 0.38% | +512 | New |
| Financially in Tune, LLC | 512 | $349.1K | 0.33% | +512 | New |
| Magnolia Wealth Management, LLC | 513 | $349.8K | 0.21% | +202+65.0% | Added |
| Pachira Investments Inc. | 513 | $350.0K | 0.17% | +55+12.0% | Added |
| Petix & Botte Co | 514 | $350.5K | 0.08% | −56−9.8% | Reduced |
| Coerente Capital Management | 515 | $351.2K | 0.06% | −100−16.3% | Reduced |
| Community Bank of Raymore | 515 | $351.2K | 0.24% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 516 | $351.9K | 0.22% | +4+0.8% | Added |
| Tamar Securities, LLC | 516 | $352.0K | 0.04% | −1−0.2% | Reduced |
| Future Financial Wealth Managment LLC | 520 | $352.3K | 0.24% | 00.0% | Unchanged |
| ODonnell Financial Services, LLC | 517 | $352.6K | 0.12% | 00.0% | Unchanged |