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 |
|---|---|---|---|---|---|
| Richardson Capital Management LLC | 518 | $352.9K | 0.18% | +3+0.6% | Added |
| PSI Advisors, LLC | 518 | $353.2K | 0.09% | 00.0% | Unchanged |
| Tenon Financial LLC | 520 | $354.6K | 0.15% | +520 | New |
| Raine Capital LLC | 520 | $354.6K | 2.14% | +520 | New |
| Financial Strategies Group, Inc. | 513 | $354.9K | 0.06% | 00.0% | Unchanged |
| Mechanics Financial Corp | 521 | $355.3K | 0.13% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 521 | $355.5K | 0.31% | +38+7.9% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 522 | $356.0K | 0.27% | +522 | New |
| Vantage Investment Partners, LLC | 524 | $357.3K | 0.02% | +9+1.7% | Added |
| Spectrum Planning & Advisory Services Inc. | 527 | $359.1K | 0.18% | −35−6.2% | Reduced |
| Longview Financial Advisors LLC | 527 | $359.4K | 0.20% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 528 | $360.1K | 0.20% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 530 | $361.4K | 0.23% | 00.0% | Unchanged |
| Delaney Dennis R | 530 | $361.4K | 0.18% | +530 | New |
| Worth Asset Management, LLC | 530 | $361.6K | 0.15% | +15+2.9% | Added |
| Argent Advisors, Inc. | 532 | $362.7K | 0.10% | +38+7.7% | Added |
| Disciplined Equity Management, Inc. | 532 | $362.8K | 0.19% | 00.0% | Unchanged |
| KWB Wealth | 533 | $363.5K | 0.03% | −27−4.8% | Reduced |
| Dash Acquisitions Inc. | 531 | $364.4K | 0.08% | −883−62.4% | Reduced |
| PYA Waltman Capital, LLC | 535 | $364.8K | 0.10% | 00.0% | Unchanged |
| Somerville Kurt F | 536 | $365.5K | 0.06% | 00.0% | Unchanged |
| PeakShares LLC | 538 | $366.9K | 0.36% | +538 | New |
| Strong Tower Advisory Services | 538 | $367.0K | 0.07% | +1+0.2% | Added |
| Tarbox Family Office, Inc. | 539 | $367.6K | 0.06% | −232−30.1% | Reduced |
| Hilltop Wealth Advisors, LLC | 540 | $368.2K | 0.18% | 00.0% | Unchanged |
| Vickerman Investment Advisors, Inc. | 541 | $368.9K | 0.07% | −90−14.3% | Reduced |
| Hill Island Financial LLC | 541 | $369.1K | 0.09% | −16−2.9% | Reduced |
| Glass Jacobson Investment Advisors llc | 541 | $369.1K | 0.13% | +1+0.2% | Added |
| Cardinal Capital Management | 542 | $370.8K | 0.05% | −1−0.2% | Reduced |
| Plus Group Wealth Advisors LLC | 544 | $371.0K | 0.41% | +544 | New |
| ATX Financial Planning, LLC | 544 | $371.0K | 0.29% | +544 | New |
| Everest Management Corp. | 544 | $371.3K | 0.21% | −27−4.7% | Reduced |
| Frankly Finances, LLC | 545 | $371.6K | 0.35% | +545 | New |
| Conrad Siegel Investment Advisors, Inc. | 545 | $371.6K | 0.07% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 547 | $373.0K | 0.08% | −35−6.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 547 | $373.0K | 0.16% | +473+639.2% | Added |
| Aquire Wealth Advisors, LLC | 548 | $373.8K | 0.10% | +13+2.4% | Added |
| Brio Consultants, LLC | 549 | $374.4K | 0.05% | 00.0% | Unchanged |
| Tme Financial, Inc. | 550 | $375.0K | 0.26% | +100+22.2% | Added |
| AF Advisors, Inc. | 550 | $375.1K | 0.14% | 00.0% | Unchanged |
| Viawealth, LLC | 550 | $375.2K | 0.21% | −12−2.1% | Reduced |
| Yukon Wealth Management, Inc. | 549 | $376.4K | 0.22% | −297−35.1% | Reduced |
| Bank of Stockton | 552 | $376.4K | 0.11% | −1,530−73.5% | Reduced |
| Lynch & Associates | 553 | $377.1K | 0.07% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 554 | $377.6K | 0.04% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 554 | $377.8K | 0.09% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 555 | $378.6K | 0.07% | +1+0.2% | Added |
| Kimelman & Baird, LLC | 557 | $379.8K | 0.03% | 00.0% | Unchanged |
| First Citizens Financial Corp | 558 | $380.5K | 0.19% | 00.0% | Unchanged |
| Ring Mountain Capital, LLC | 554 | $383.0K | 0.20% | −100−15.3% | Reduced |
| Higgins & Schmidt Wealth Strategies LLC | 562 | $383.2K | 0.18% | −128−18.6% | Reduced |
| Elm3 Financial Group, LLC | 563 | $383.6K | 0.32% | −187−24.9% | Reduced |
| Diligent Investors, LLC | 563 | $384.0K | 0.09% | −61−9.8% | Reduced |
| Wealth Management Strategies, Inc. | 566 | $385.8K | 0.18% | +2+0.4% | Added |
| Oakmont Advisory Group, LLC | 568 | $387.6K | 0.41% | +568 | New |
| Sweeney & Michel, LLC | 561 | $388.5K | 0.11% | −8−1.4% | Reduced |
| Blume Capital Management, Inc. | 572 | $390.1K | 0.07% | 00.0% | Unchanged |
| Forteris Wealth Management Inc. | 573 | $390.7K | 0.38% | +573 | New |
| Keystone Financial Services, LLC | 574 | $391.4K | 0.27% | −113−16.4% | Reduced |
| GLOBALT Investments LLC | 575 | $392.1K | 0.01% | −30−5.0% | Reduced |
| Ballew Advisors, Inc | 566 | $392.8K | 0.22% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 577 | $393.5K | 0.06% | −188−24.6% | Reduced |
| Walker Financial Services, Inc. | 577 | $394.0K | 0.14% | −16−2.7% | Reduced |
| Astoria Strategic Wealth, Inc. | 578 | $394.1K | 0.10% | 00.0% | Unchanged |
| Gentry Private Wealth, LLC | 578 | $394.3K | 0.25% | −176−23.3% | Reduced |
| Stillwater Capital Advisors, LLC | 579 | $394.9K | 0.04% | +41+7.6% | Added |
| Bayesian Capital Management, LP | 580 | $395.5K | 0.91% | −3,120−84.3% | Reduced |
| Pacific Excel Wealth Advisors, Inc. | 582 | $396.8K | 0.75% | +582 | New |
| Koa Wealth Management, LLC | 583 | $397.6K | 0.27% | −86−12.9% | Reduced |
| Stonekeep Investments, LLC | 584 | $398.0K | 0.25% | −61−9.5% | Reduced |
| Spurstone Advisory Services, LLC | 585 | $398.9K | 6.27% | 00.0% | Unchanged |
| Redstone Wealth Management, LLC | 585 | $398.9K | 0.32% | +585 | New |
| Maltin Wealth Management, Inc. | 586 | $399.5K | 0.16% | −238−28.9% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 587 | $400.3K | 0.11% | 00.0% | Unchanged |
| Meadowbrook Advisors Group, LLC | 587 | $400.3K | 0.22% | +587 | New |
| Vectors Research Management, LLC | 588 | $401.0K | 0.12% | −15−2.5% | Reduced |
| Harfst & Associates, Inc. | 588 | $401.0K | 0.07% | 00.0% | Unchanged |
| Boomfish Wealth Group, LLC | 590 | $402.3K | 0.22% | +39+7.1% | Added |
| Muirfield Wealth Advisors LLC | 591 | $402.8K | 0.30% | −6−1.0% | Reduced |
| Presidio Capital Management, LLC | 591 | $402.8K | 0.12% | +36+6.5% | Added |
| Schiavi & Co LLC | 593 | $404.4K | 0.13% | −30−4.8% | Reduced |
| Strengthening Families & Communities, LLC | 594 | $405.1K | 0.14% | +24+4.2% | Added |
| Heritage Wealth Architects, Inc. | 589 | $405.8K | 0.19% | +77+15.0% | Added |
| Shepherd Kaplan Krochuk, LLC | 596 | $406.3K | 0.34% | +2+0.3% | Added |
| Herold Advisors, Inc. | 596 | $406.4K | 0.09% | 00.0% | Unchanged |
| Smith Partners Wealth Management, LLC | 596 | $406.4K | 0.37% | +596 | New |
| Walled Lake Planning & Wealth Management, LLC | 597 | $407.2K | 0.13% | +28+4.9% | Added |
| Tilia Fiduciary Partners, Inc. | 598 | $407.7K | 0.23% | −3−0.5% | Reduced |
| Arcadia Wealth Management, LLC | 600 | $409.2K | 0.15% | −22−3.5% | Reduced |
| Rinkey Investments | 601 | $409.8K | 0.10% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 602 | $410.5K | 0.04% | +134+28.6% | Added |
| Daner Wealth Management, LLC | 593 | $410.6K | 0.25% | −8−1.3% | Reduced |
| Heritage Oak Wealth Advisors LLC | 602 | $411.7K | 0.15% | +602 | New |
| WPG Advisers, LLC | 604 | $411.9K | 0.31% | +2+0.3% | Added |
| Meridian Wealth Partners, LLC | 606 | $413.4K | 0.06% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 599 | $413.5K | 0.64% | −38,806−98.5% | Reduced |
| RF&L Wealth Management, LLC | 607 | $413.9K | 0.23% | −150−19.8% | Reduced |
| St. Clair Advisors, LLC | 607 | $413.9K | 0.11% | +607 | New |
| Thomasville National Bank | 608 | $414.6K | 0.03% | +198+48.3% | Added |
| DeLarme Wealth Management, Inc. | 609 | $415.2K | 0.29% | +609 | New |