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 |
|---|---|---|---|---|---|
| Partnership Wealth Management, LLC | 714 | $487.1K | 0.35% | −145−16.9% | Reduced |
| Crabel Capital Management, LLC | 715 | $487.6K | 0.37% | +715 | New |
| Montgomery Investment Management Inc | 716 | $488.3K | 0.18% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 716 | $488.3K | 0.48% | +716 | New |
| Timonier Family Office, LTD. | 715 | $489.3K | 0.16% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 718 | $489.8K | 0.13% | −65−8.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 720 | $491.0K | 0.00% | −60−7.7% | Reduced |
| One Wealth Capital Management, LLC | 720 | $491.0K | 0.21% | −42−5.5% | Reduced |
| HWG Holdings LP | 721 | $491.7K | 0.12% | 00.0% | Unchanged |
| Parker Financial LLC | 721 | $491.7K | 0.20% | 00.0% | Unchanged |
| Centennial Advisors, LLC | 721 | $491.9K | 0.64% | +721 | New |
| David Kennon Inc | 722 | $492.1K | 0.17% | +1+0.1% | Added |
| Cornerstone Planning, LLC | 722 | $492.3K | 0.11% | +722 | New |
| Regimen Wealth, LLC | 723 | $493.1K | 0.14% | +2+0.3% | Added |
| Legacy Bridge, LLC | 724 | $493.9K | 0.20% | −21−2.8% | Reduced |
| MN Wealth Advisors, LLC | 724 | $494.1K | 0.25% | +56+8.4% | Added |
| Dynamic Financial Group | 727 | $495.5K | 0.42% | −18−2.4% | Reduced |
| Madden Securities Corp | 727 | $495.8K | 0.15% | +727 | New |
| Detalus Advisors, LLC | 731 | $498.8K | 0.12% | 00.0% | Unchanged |
| Sonoma Private Wealth LLC | 732 | $499.2K | 0.60% | 00.0% | Unchanged |
| Andina Capital Management, LLC | 733 | $499.9K | 0.30% | +40+5.8% | Added |
| Kondo Wealth Advisors, Inc. | 734 | $500.5K | 0.19% | −3−0.4% | Reduced |
| Morton Community Bank | 725 | $501.7K | 0.11% | −235−24.5% | Reduced |
| McNaughton Wealth Management, LLC | 737 | $502.6K | 0.21% | 00.0% | Unchanged |
| Vance Wealth, Inc. | 735 | $502.6K | 0.15% | 00.0% | Unchanged |
| Asempa Wealth Advisors | 739 | $503.9K | 0.43% | +739 | New |
| Seascape Capital Management | 742 | $506.0K | 0.14% | +6+0.8% | Added |
| Premier Financial Group | 738 | $506.2K | 0.13% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 742 | $506.2K | 0.03% | −216−22.5% | Reduced |
| BlueStem Wealth Partners, LLC | 743 | $506.4K | 0.06% | +155+26.4% | Added |
| Gerber, LLC | 744 | $507.0K | 0.28% | +1+0.1% | Added |
| May Barnhard Investments LLC | 745 | $508.0K | 0.24% | −256−25.6% | Reduced |
| Capstone Triton Financial Group, LLC | 745 | $508.0K | 0.34% | −17−2.2% | Reduced |
| Cross Staff Investments Inc | 745 | $508.0K | 0.31% | +66+9.7% | Added |
| Kensington Investment Counsel, LLC | 747 | $509.7K | 0.21% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 749 | $510.8K | 0.06% | −11−1.4% | Reduced |
| SFE Investment Counsel | 750 | $511.4K | 0.08% | 00.0% | Unchanged |
| Atwater Malick LLC | 750 | $511.4K | 0.14% | 00.0% | Unchanged |
| RMR Capital Management, LLC | 750 | $512.0K | 0.37% | +404+116.8% | Added |
| Elite Financial, Inc. | 750 | $513.0K | 0.23% | −33−4.2% | Reduced |
| First National Advisers, LLC | 753 | $513.5K | 0.07% | −524−41.0% | Reduced |
| Access Financial Services, Inc. | 756 | $515.5K | 0.19% | −97−11.4% | Reduced |
| Landmark Wealth Management, LLC | 756 | $515.8K | 0.20% | 00.0% | Unchanged |
| Stage Harbor Financial, LLC | 757 | $516.2K | 0.35% | 00.0% | Unchanged |
| 55 North Private Wealth, LLC | 760 | $518.3K | 0.14% | +760 | New |
| Knightsbridge Asset Management, LLC | 761 | $518.9K | 0.08% | +134+21.4% | Added |
| North Forty Two & Co. | 762 | $519.5K | 0.49% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 763 | $519.9K | 0.06% | −37−4.6% | Reduced |
| Commons Capital, LLC | 764 | $520.7K | 0.37% | +185+32.0% | Added |
| Fortitude Family Office, LLC | 764 | $521.0K | 0.12% | 00.0% | Unchanged |
| Brown Financial Advisory | 765 | $521.6K | 0.26% | −3−0.4% | Reduced |
| William B. Walkup & Associates, Inc. | 765 | $521.7K | 0.29% | 00.0% | Unchanged |
| LifeGoal Wealth Advisors | 765 | $521.7K | 0.35% | +162+26.9% | Added |
| Certior Financial Group, LLC | 765 | $521.7K | 0.36% | +4+0.5% | Added |
| Retirement Planning Group, LLC | 764 | $522.7K | 0.36% | +2+0.3% | Added |
| Vannoy Advisory Group, Inc. | 771 | $525.8K | 0.33% | 00.0% | Unchanged |
| PFW Advisors LLC | 773 | $527.2K | 0.16% | 00.0% | Unchanged |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 773 | $527.4K | 0.49% | +773 | New |
| Planned Solutions, Inc. | 774 | $527.8K | 0.17% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 774 | $528.0K | 0.10% | 00.0% | Unchanged |
| Trace Wealth Advisors, LLC | 775 | $528.5K | 0.38% | −25−3.1% | Reduced |
| Strategic Planning Group, LLC | 776 | $529.6K | 0.07% | +38+5.1% | Added |
| Schoolcraft Capital LLC | 777 | $529.9K | 0.10% | +33+4.4% | Added |
| Fulcrum Wealth Advisors, LLC | 780 | $531.7K | 0.44% | +780 | New |
| Picton Mahoney Asset Management | 780 | $531.9K | 0.01% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 780 | $531.9K | 0.18% | 00.0% | Unchanged |
| Grant Private Wealth Management Inc | 781 | $532.6K | 0.32% | −47−5.7% | Reduced |
| Elgethun Capital Management | 781 | $532.7K | 0.09% | +170+27.8% | Added |
| Crew Capital Management, Ltd. | 782 | $533.3K | 0.34% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 782 | $533.3K | 0.09% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 782 | $533.5K | 0.52% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 784 | $534.6K | 0.03% | 00.0% | Unchanged |
| AMJ Financial Wealth Management | 784 | $534.6K | 0.13% | +2+0.3% | Added |
| Parkway Wealth Management Group, LLC | 784 | $535.3K | 0.07% | +784 | New |
| Bluestem Financial Advisors, LLC | 786 | $536.0K | 0.21% | −70−8.2% | Reduced |
| Rakuten Securities, Inc. | 786 | $536.0K | 0.17% | +226+40.4% | Added |
| Boulder Wealth Advisors, LLC | 787 | $536.5K | 0.23% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 789 | $538.0K | 0.05% | +27+3.5% | Added |
| Farrow Financial Inc. | 792 | $540.1K | 0.31% | −8−1.0% | Reduced |
| Darwin Advisors, LLC | 2,678 | $540.3K | 0.17% | +1,898+243.3% | Added |
| Finward Bancorp | 793 | $540.8K | 0.42% | −28−3.4% | Reduced |
| Harbor Advisory Corp | 794 | $541.4K | 0.16% | 00.0% | Unchanged |
| KDK Private Wealth Management, LLC | 795 | $542.1K | 0.47% | 00.0% | Unchanged |
| SLT Holdings LLC | 798 | $544.2K | 0.36% | −30−3.6% | Reduced |
| Asset Planning Services Inc | 799 | $545.0K | 0.24% | −40−4.8% | Reduced |
| Flynn Zito Capital Management, LLC | 800 | $545.4K | 0.19% | +1+0.1% | Added |
| HC Advisors, LLC | 800 | $545.5K | 0.38% | 00.0% | Unchanged |
| Bollard Group LLC | 800 | $546.0K | 0.01% | 00.0% | Unchanged |
| New Capital Management LP | 802 | $546.9K | 0.14% | −19−2.3% | Reduced |
| Enzi Wealth | 793 | $547.5K | 0.19% | −87−9.9% | Reduced |
| Instrumental Wealth, LLC | 796 | $548.7K | 0.33% | +150+23.2% | Added |
| Avid Wealth Partners LLC | 805 | $548.9K | 0.27% | +49+6.5% | Added |
| WJ Wealth Management, LLC | 809 | $550.8K | 0.24% | +53+7.0% | Added |
| Prairie Wealth Advisors, Inc. | 0 | $551.0K | 0.23% | −805−100.0% | Reduced |
| Gill Capital Partners, LLC | 810 | $552.4K | 0.17% | −30−3.6% | Reduced |
| Hudson Oak Wealth Advisory LLC | 812 | $553.7K | 0.49% | +812 | New |
| Campbell Newman Asset Management Inc | 814 | $555.1K | 0.04% | +814 | New |
| Wealthgarden F.S. LLC | 802 | $555.6K | 0.37% | −84−9.5% | Reduced |
| Emory University | 816 | $556.4K | 0.35% | −35−4.1% | Reduced |
| PCM Encore, LLC | 818 | $557.8K | 0.12% | +818 | New |