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 |
|---|---|---|---|---|---|
| Ball & Co Wealth Management Inc. | 817 | $558.0K | 0.36% | +817 | New |
| SMH Capital Advisors Inc | 819 | $558.8K | 1.14% | −5−0.6% | Reduced |
| Palo DS Manager LLC | 824 | $561.9K | 0.19% | −27,200−97.1% | Reduced |
| Dopkins Wealth Management, LLC | 824 | $561.9K | 0.23% | −111−11.9% | Reduced |
| Old Port Advisors | 824 | $561.9K | 0.14% | −126−13.3% | Reduced |
| Financial Life Advisors | 825 | $562.6K | 0.17% | −39−4.5% | Reduced |
| Boston Standard Wealth Management, LLC | 825 | $562.6K | 0.09% | +13+1.6% | Added |
| Parkshore Wealth Management, Inc. | 825 | $562.7K | 0.21% | 00.0% | Unchanged |
| Covington Investment Advisors Inc. | 826 | $563.0K | 0.08% | +249+43.2% | Added |
| Broadway Wealth Solutions, Inc. | 826 | $563.3K | 0.30% | +826 | New |
| Integrity Investment Advisors, LLC | 827 | $564.1K | 0.31% | +1+0.1% | Added |
| Directional Asset Management | 828 | $564.5K | 0.50% | +828 | New |
| Boyd Wealth Management, LLC | 828 | $564.6K | 0.24% | −140−14.5% | Reduced |
| Alessandra Capital Management, LLC | 828 | $564.6K | 0.50% | +828 | New |
| Woodline Partners LP | 831 | $566.7K | 0.00% | −88,776−99.1% | Reduced |
| High Point Wealth Management, LLC | 832 | $567.7K | 0.53% | +832 | New |
| Kelly Financial Group LLC | 833 | $568.2K | 0.14% | −37−4.3% | Reduced |
| Forbes J M & Co LLP | 834 | $568.7K | 0.05% | +18+2.2% | Added |
| Beacon Investment Advisors LLC | 836 | $570.2K | 0.23% | −8−0.9% | Reduced |
| Creative Capital Management Investments LLC | 837 | $570.8K | 0.17% | −10−1.2% | Reduced |
| Vista Finance, LLC | 838 | $571.9K | 0.38% | +190+29.3% | Added |
| Barton Investment Management | 839 | $572.1K | 0.06% | 00.0% | Unchanged |
| Farnam Financial LLC | 839 | $572.1K | 0.43% | 00.0% | Unchanged |
| Mission Hills Financial Advisory, LLC | 840 | $572.8K | 0.30% | +263+45.6% | Added |
| Colonial River Wealth Management, LLC | 841 | $573.5K | 0.20% | +22+2.7% | Added |
| Menlo Advisors LLC | 1,500 | $575.0K | 0.26% | −1,000−40.0% | Reduced |
| Torren Management, LLC | 848 | $578.0K | 0.30% | +848 | New |
| Forefront Wealth Management Inc. | 848 | $578.3K | 0.41% | +848 | New |
| Quest 10 Wealth Builders, Inc. | 848 | $578.6K | 0.52% | +137+19.3% | Added |
| JBR Co Financial Management Inc | 849 | $579.0K | 0.24% | +27+3.3% | Added |
| Kingsman Wealth Management, Inc. | 850 | $579.4K | 0.31% | +21+2.5% | Added |
| Rahlfs Capital, LLC | 850 | $579.6K | 0.45% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 851 | $580.3K | 0.08% | 00.0% | Unchanged |
| Clark Asset Management, LLC | 851 | $580.6K | 0.06% | −1,012−54.3% | Reduced |
| LPWM LLC | 852 | $581.0K | 0.15% | 00.0% | Unchanged |
| Legacy Solutions, LLC | 855 | $583.0K | 0.51% | +1+0.1% | Added |
| Fishman Jay A Ltd | 855 | $583.0K | 0.05% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 856 | $583.6K | 0.10% | +1+0.1% | Added |
| Penn Davis McFarland Inc | 856 | $583.7K | 0.06% | −145−14.5% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 858 | $585.1K | 0.10% | −26−2.9% | Reduced |
| Family Wealth Group, LLC | 859 | $585.5K | 0.37% | −13−1.5% | Reduced |
| Strathmore Capital Advisors, Inc. | 859 | $585.8K | 0.19% | +61+7.6% | Added |
| Villere St Denis J & Co LLC | 860 | $586.5K | 0.06% | 00.0% | Unchanged |
| WealthCare Investment Partners, LLC | 858 | $586.5K | 0.17% | −13−1.5% | Reduced |
| Finley Financial, LLC | 861 | $587.1K | 0.27% | −22−2.5% | Reduced |
| Kestra Investment Management, LLC | 861 | $587.1K | 0.01% | +357+70.8% | Added |
| Private Wealth Management Group, LLC | 861 | $587.1K | 0.16% | +607+239.0% | Added |
| Delap Wealth Advisory, LLC | 864 | $589.2K | 0.23% | 00.0% | Unchanged |
| American Investment Services, Inc. | 867 | $591.0K | 0.14% | −32−3.6% | Reduced |
| Roxbury Financial LLC | 867 | $591.2K | 0.53% | +2+0.2% | Added |
| Eastover Investment Advisors LLC | 867 | $591.5K | 0.26% | −2−0.2% | Reduced |
| Hamilton Capital Partners, LLC | 868 | $591.9K | 0.20% | 00.0% | Unchanged |
| Petredis Investment Advisors LLC | 870 | $593.3K | 0.05% | 00.0% | Unchanged |
| Brown Wealth Management, LLC | 873 | $595.0K | 0.16% | +25+2.9% | Added |
| Parkwoods Wealth Partners, LLC | 875 | $596.9K | 0.18% | +95+12.2% | Added |
| Cox Capital Mgt LLC | 861 | $597.3K | 0.37% | −5−0.6% | Reduced |
| Daytona Street Capital LLC | 877 | $598.0K | 0.49% | +877 | New |
| Strategic Investment Solutions, Inc. | 877 | $598.2K | 0.14% | +124+16.5% | Added |
| Ames National Corp | 878 | $598.7K | 0.35% | 00.0% | Unchanged |
| Stillwater Wealth Management Group | 878 | $599.0K | 0.41% | +3+0.3% | Added |
| Advocate Group LLC | 879 | $599.4K | 0.10% | 00.0% | Unchanged |
| Clear Retirement Advice LLC | 874 | $599.7K | 0.47% | +874 | New |
| Legacy Advisory Services, LLC | 880 | $599.8K | 0.45% | −60−6.4% | Reduced |
| Lineweaver Wealth Advisors, LLC | 880 | $600.1K | 0.08% | +880 | New |
| SevenBridge Financial Group, LLC | 867 | $600.3K | 0.10% | −7−0.8% | Reduced |
| Marietta Investment Partners LLC | 882 | $601.4K | 0.12% | −1−0.1% | Reduced |
| ESG Planning | 884 | $602.6K | 0.26% | +884 | New |
| Atlantic Family Wealth, LLC | 883 | $602.7K | 0.46% | −107−10.8% | Reduced |
| Zullo Investment Group, Inc. | 890 | $606.9K | 0.22% | −95−9.6% | Reduced |
| Anson Capital, Inc. | 893 | $609.0K | 0.44% | −2−0.2% | Reduced |
| StoneCrest Wealth Management, Inc. | 893 | $609.0K | 0.25% | +12+1.4% | Added |
| Tepp RIA, LLC | 896 | $611.2K | 0.61% | −17−1.9% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 897 | $611.5K | 0.08% | +1+0.1% | Added |
| Keeler Thomas Management LLC | 897 | $611.8K | 0.29% | +101+12.7% | Added |
| Sompo Asset Management Co., Ltd. | 900 | $613.7K | 0.11% | −190−17.4% | Reduced |
| Bulwark Capital Corp | 907 | $618.6K | 0.44% | +342+60.5% | Added |
| Sharp Financial Services, LLC | 908 | $619.2K | 0.31% | 00.0% | Unchanged |
| InvesTrust | 909 | $619.9K | 0.24% | +15+1.7% | Added |
| Thayer Partners, LLC | 911 | $621.2K | 0.30% | +911 | New |
| Premier Path Wealth Partners, LLC | 912 | $621.7K | 0.08% | −219,986−99.6% | Reduced |
| Donalies Financial Planning, LLC | 912 | $621.9K | 0.53% | +912 | New |
| RPG Investment Advisory, LLC | 912 | $622.0K | 0.07% | 00.0% | Unchanged |
| Hoge Financial Services, LLC | 914 | $623.0K | 0.34% | −20−2.1% | Reduced |
| Elevated Financial Group LLC | 1,135 | $623.6K | 0.22% | +1,135 | New |
| Sunbeam Capital Management, LLC | 915 | $623.9K | 0.37% | +1+0.1% | Added |
| Redwood Financial Network Corp | 916 | $624.6K | 0.40% | +106+13.1% | Added |
| Benedict Financial Advisors Inc | 918 | $626.0K | 0.13% | +918 | New |
| Lauer Wealth, LLC | 910 | $627.5K | 0.48% | −17−1.8% | Reduced |
| Partners in Financial Planning | 922 | $628.4K | 0.11% | +2+0.2% | Added |
| FF Advisors,LLC | 922 | $628.7K | 0.28% | 00.0% | Unchanged |
| Cauble & Harre Wealth Management, Inc. | 920 | $629.2K | 0.53% | +920 | New |
| Fidelis Wealth Advisors LLC | 923 | $629.2K | 0.91% | +923 | New |
| Lakeshore Financial Planning, Inc. | 924 | $630.1K | 0.23% | +30+3.4% | Added |
| Alpine Bank Wealth Management | 925 | $630.8K | 0.09% | −5−0.5% | Reduced |
| AIMZ Investment Advisors, LLC | 926 | $631.2K | 0.18% | +1+0.1% | Added |
| ARK & TLK Investments, LLC | 926 | $631.5K | 0.17% | −33−3.4% | Reduced |
| Ade, LLC | 926 | $631.6K | 0.31% | −10−1.1% | Reduced |
| Tandem Investment Advisors, Inc. | 928 | $632.8K | 0.02% | +928 | New |
| FC Advisory LLC | 929 | $633.2K | 0.18% | −207−18.2% | Reduced |
| Unified Investment Management | 929 | $633.4K | 0.64% | −10−1.1% | Reduced |