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 |
|---|---|---|---|---|---|
| SHP Wealth Management | 34,266 | $23.4M | 1.82% | +34,266 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 34,266 | $23.4M | 0.03% | +34,266 | New |
| Great Lakes Advisors, LLC | 34,208 | $23.3M | 0.19% | +14,530+73.8% | Added |
| Peterson Wealth Management | 34,194 | $23.3M | 17.32% | +10,612+45.0% | Added |
| Segment Wealth Management, LLC | 34,137 | $23.3M | 1.35% | −233−0.7% | Reduced |
| Henshaw Capital LLC | 34,135 | $23.3M | 0.84% | 00.0% | Unchanged |
| Spectrum Strategic Capital Management, LLC | 34,118 | $23.3M | 12.36% | −32,806−49.0% | Reduced |
| Insight Advisors, LLC | 34,098 | $23.3M | 3.52% | +139+0.4% | Added |
| Brandywine Asset Management, Inc. | 34,000 | $23.2M | 16.29% | +34,000 | New |
| Aprio Wealth Management, LLC | 33,915 | $23.1M | 1.33% | +2,816+9.1% | Added |
| Atlas Private Wealth Advisors | 33,903 | $23.1M | 5.40% | +4,309+14.6% | Added |
| Cornerstone Capital, Inc. | 33,803 | $23.1M | 2.27% | +1,859+5.8% | Added |
| LifeSteps Financial, Inc. | 33,742 | $23.0M | 14.73% | −700−2.0% | Reduced |
| E&G Advisors, LP | 33,514 | $22.9M | 5.11% | +2,044+6.5% | Added |
| Yelin Lapidot Holdings Management Ltd. | 33,431 | $22.8M | 4.57% | −27,164−44.8% | Reduced |
| Nilsine Partners, LLC | 33,356 | $22.7M | 1.97% | +381+1.2% | Added |
| Hummer Financial Advisory Services Inc | 33,257 | $22.7M | 16.07% | −307−0.9% | Reduced |
| Capital Performance Advisors LLP | 33,309 | $22.7M | 1.61% | +26,512+390.1% | Added |
| Private Trust Co NA | 33,230 | $22.7M | 1.98% | +514+1.6% | Added |
| BKD Wealth Advisors, LLC | 33,132 | $22.6M | 0.43% | −1,514−4.4% | Reduced |
| Tikvah Management LLC | 33,104 | $22.6M | 6.03% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 32,535 | $22.6M | 9.36% | −571−1.7% | Reduced |
| Ethos Financial Group, LLC | 32,801 | $22.4M | 1.66% | +1,872+6.1% | Added |
| Royal Capital Wealth Management, LLC | 32,876 | $22.4M | 13.23% | +81+0.2% | Added |
| Impact Partnership Wealth, LLC | 32,873 | $22.4M | 2.87% | +13,873+73.0% | Added |
| Thrive Wealth Management, LLC | 32,866 | $22.4M | 3.29% | −507−1.5% | Reduced |
| Second Line Capital, LLC | 32,602 | $22.3M | 4.58% | +133+0.4% | Added |
| Blueshift Asset Management, LLC | 32,672 | $22.3M | 6.43% | −8,315−20.3% | Reduced |
| Bleichroeder LP | 32,570 | $22.2M | 3.91% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 32,524 | $22.2M | 5.05% | +692+2.2% | Added |
| Ramiah Investment Group | 32,479 | $22.1M | 19.21% | −429−1.3% | Reduced |
| Paragon Financial Partners, Inc. | 32,312 | $22.0M | 13.56% | +37+0.1% | Added |
| TKG Advisors, LLC | 32,304 | $22.0M | 8.88% | +279+0.9% | Added |
| Integrity Alliance, LLC. | 32,279 | $22.0M | 0.81% | +9,568+42.1% | Added |
| Sentinel Trust Co Lba | 32,200 | $22.0M | 2.16% | −249−0.8% | Reduced |
| Pioneer Trust Bank N A | 32,159 | $21.9M | 5.09% | −715−2.2% | Reduced |
| Baron Financial Group, LLC | 32,148 | $21.9M | 11.75% | −561−1.7% | Reduced |
| Leavell Investment Management, Inc. | 32,054 | $21.9M | 0.91% | −228−0.7% | Reduced |
| Koshinski Asset Management, Inc. | 32,093 | $21.9M | 1.41% | +467+1.5% | Added |
| Yacktman Asset Management LP | 32,091 | $21.9M | 0.31% | +27,624+618.4% | Added |
| Bienville Capital Management, LLC | 31,925 | $21.8M | 3.47% | −58−0.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 32,002 | $21.8M | 0.44% | +376+1.2% | Added |
| Buckingham Strategic Partners | 31,926 | $21.8M | 0.27% | −2,740−7.9% | Reduced |
| Vise Technologies, Inc. | 31,926 | $21.8M | 0.43% | +18,409+136.2% | Added |
| Savvy Advisors, Inc. | 31,767 | $21.7M | 0.70% | +4,951+18.5% | Added |
| Compass Financial Group, Inc. (Ohio) | 31,709 | $21.6M | 15.83% | +31,709 | New |
| Beacon Bridge Wealth Partners, LLC | 31,642 | $21.6M | 7.17% | +3,061+10.7% | Added |
| Hardy Reed LLC | 31,461 | $21.5M | 1.53% | −61−0.2% | Reduced |
| TCTC Holdings, LLC | 31,422 | $21.4M | 0.64% | +7,229+29.9% | Added |
| Ellis Investment Partners, LLC | 31,391 | $21.4M | 3.73% | +767+2.5% | Added |
| Steinberganna Wealth Management | 31,288 | $21.3M | 9.99% | +1,843+6.3% | Added |
| Solidarilty Wealth, LLC | 31,236 | $21.3M | 4.36% | +21,779+230.3% | Added |
| Romano Brothers and Company | 31,217 | $21.3M | 2.42% | +64+0.2% | Added |
| Royal Fund Management, LLC | 31,123 | $21.2M | 1.95% | +4,735+17.9% | Added |
| Meridian Wealth Advisors, LLC | 31,076 | $21.2M | 2.93% | −1,845−5.6% | Reduced |
| PCG Asset Management, LLC | 30,888 | $21.1M | 16.82% | −661−2.1% | Reduced |
| Magnolia Capital Management Ltd | 30,932 | $21.1M | 15.69% | +28+0.1% | Added |
| Solstein Capital, LLC | 30,761 | $21.0M | 8.41% | +2,883+10.3% | Added |
| Perspective Wealth Advisors LLC | 30,724 | $21.0M | 14.92% | +30,724 | New |
| Delta Financial Advisors LLC | 30,689 | $20.9M | 5.44% | −312−1.0% | Reduced |
| Oakworth Capital, Inc. | 30,686 | $20.9M | 1.14% | −60.0% | Reduced |
| Sincerus Advisory, LLC | 30,626 | $20.9M | 16.79% | +123+0.4% | Added |
| Umb Bank N A | 30,624 | $20.9M | 0.28% | +8,726+39.8% | Added |
| J. Safra Sarasin Holding AG | 30,530 | $20.9M | 0.34% | +2,245+7.9% | Added |
| Resolute Partners Group | 30,471 | $20.8M | 6.80% | −1,219−3.8% | Reduced |
| OpenArc Corporate Advisory, LLC | 30,402 | $20.7M | 0.34% | +30,402 | New |
| Financial & Tax Architects, LLC | 30,398 | $20.7M | 4.66% | −2,523−7.7% | Reduced |
| Central Pacific Bank - Trust Division | 30,225 | $20.6M | 2.53% | −7,946−20.8% | Reduced |
| Clark Financial Services Group Inc | 29,958 | $20.6M | 10.96% | −1,522−4.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 30,022 | $20.5M | 0.99% | +25,714+596.9% | Added |
| West Branch Capital LLC | 30,078 | $20.5M | 5.29% | −128−0.4% | Reduced |
| Wesbanco Bank Inc | 30,071 | $20.5M | 0.56% | −3,395−10.1% | Reduced |
| AdvisorNet Financial, Inc | 30,060 | $20.5M | 1.09% | +1,368+4.8% | Added |
| Salem Investment Counselors Inc | 29,945 | $20.5M | 0.58% | +356+1.2% | Added |
| Tang Capital Management LLC | 30,000 | $20.5M | 1.01% | +30,000 | New |
| Cartenna Capital, LP | 30,000 | $20.5M | 1.08% | +30,000 | New |
| Lowe Brockenbrough & Co Inc | 29,996 | $20.5M | 1.01% | −6,570−18.0% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 29,883 | $20.4M | 0.37% | +10,860+57.1% | Added |
| Intelligence Driven Advisers, LLC | 29,937 | $20.4M | 2.92% | −111−0.4% | Reduced |
| Legal & General Group Plc | 29,900 | $20.4M | 0.00% | 00.0% | Unchanged |
| Saiph Capital, LLC | 29,847 | $20.4M | 7.31% | −3,936−11.7% | Reduced |
| WestEnd Advisors, LLC | 29,831 | $20.3M | 0.47% | +17,701+145.9% | Added |
| Relyea Zuckerberg Hanson LLC | 29,789 | $20.3M | 2.05% | +144+0.5% | Added |
| UBS Asset Management Americas Inc | 29,768 | $20.3M | 0.00% | +29,768 | New |
| YHB Investment Advisors, Inc. | 29,745 | $20.3M | 1.40% | +1,299+4.6% | Added |
| New England Private Wealth Advisors LLC | 29,684 | $20.2M | 2.52% | −202−0.7% | Reduced |
| Moors & Cabot, Inc. | 29,681 | $20.2M | 0.87% | +1,139+4.0% | Added |
| Perennial Investment Advisors, LLC | 29,636 | $20.2M | 1.60% | +1,914+6.9% | Added |
| Mainsail Financial Group, LLC | 29,633 | $20.2M | 8.41% | +217+0.7% | Added |
| Compass Planning Associates Inc | 29,590 | $20.2M | 13.98% | −3,010−9.2% | Reduced |
| Central Bank & Trust Co | 29,506 | $20.1M | 3.11% | −1,463−4.7% | Reduced |
| One Capital Management, LLC | 29,424 | $20.1M | 0.61% | +201+0.7% | Added |
| Chilton Investment Co LLC | 29,329 | $20.0M | 0.42% | +885+3.1% | Added |
| Sax Wealth Advisors, LLC | 29,302 | $20.0M | 0.94% | +1,273+4.5% | Added |
| Sovran Advisors, LLC | 28,772 | $19.9M | 1.69% | +5,274+22.4% | Added |
| KLCM Advisors, Inc. | 29,165 | $19.9M | 1.71% | +29,165 | New |
| Anb Bank | 29,144 | $19.9M | 7.88% | +646+2.3% | Added |
| CX Institutional | 29,123 | $19.9M | 0.59% | −1,916−6.2% | Reduced |
| Wealth Science Advisors LLC | 29,084 | $19.8M | 11.44% | +29,084 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 29,045 | $19.8M | 6.62% | +43+0.1% | Added |