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 |
|---|---|---|---|---|---|
| IMA Wealth, Inc. | 29,028 | $19.8M | 1.90% | +1,841+6.8% | Added |
| Intrepid Financial Planning Group LLC | 29,023 | $19.8M | 7.52% | −704−2.4% | Reduced |
| PCG Wealth Advisors, LLC | 28,920 | $19.7M | 5.58% | +935+3.3% | Added |
| Global Endowment Management, LP | 28,852 | $19.7M | 2.46% | +5,525+23.7% | Added |
| Plante Moran Financial Advisors, LLC | 28,731 | $19.6M | 1.24% | −101−0.4% | Reduced |
| Mycio Wealth Partners, LLC | 28,727 | $19.6M | 4.06% | +3,915+15.8% | Added |
| Palisades Hudson Asset Management, L.P. | 28,715 | $19.6M | 7.59% | −1,121−3.8% | Reduced |
| Winthrop Advisory Group LLC | 28,550 | $19.5M | 1.65% | −883−3.0% | Reduced |
| Ingalls & Snyder LLC | 28,633 | $19.5M | 0.72% | −1,336−4.5% | Reduced |
| Brave Asset Management Inc | 28,623 | $19.5M | 4.60% | +1,095+4.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 28,596 | $19.5M | 0.54% | +1,389+5.1% | Added |
| Black Maple Capital Management LP | 28,583 | $19.5M | 14.56% | −13,700−32.4% | Reduced |
| Invictus Private Wealth, LLC | 28,535 | $19.5M | 1.18% | +112+0.4% | Added |
| Cornerstone Wealth Management, LLC | 28,487 | $19.4M | 1.01% | −23−0.1% | Reduced |
| Arete Wealth Advisors, LLC | 28,428 | $19.4M | 1.34% | −4,786−14.4% | Reduced |
| Sovereign Investment Advisors, LLC | 28,349 | $19.4M | 4.85% | +6,713+31.0% | Added |
| Lodestar Private Asset Management LLC | 28,389 | $19.4M | 1.94% | +237+0.8% | Added |
| Tempo Wealth, LLC | 28,349 | $19.3M | 3.44% | +28,349 | New |
| Trifecta Capital Advisors, LLC | 28,317 | $19.3M | 2.86% | −885−3.0% | Reduced |
| L & S Advisors Inc | 28,161 | $19.2M | 1.77% | −493−1.7% | Reduced |
| Gateway Wealth Partners, LLC | 28,133 | $19.2M | 2.14% | −397−1.4% | Reduced |
| Hilltop Holdings Inc. | 28,112 | $19.2M | 1.15% | −8,956−24.2% | Reduced |
| Rothschild Investment LLC | 28,040 | $19.1M | 1.05% | +730+2.7% | Added |
| ORG Partners LLC | 27,979 | $19.1M | 3.36% | +3,551+14.5% | Added |
| Pettinga Financial Advisors, LLC | 27,823 | $19.0M | 3.60% | +730+2.7% | Added |
| Kaizen Financial Strategies | 27,768 | $18.9M | 8.36% | +156+0.6% | Added |
| Traction Financial Partners, LLC | 27,624 | $18.8M | 11.16% | +1,635+6.3% | Added |
| Strategic Blueprint, LLC | 27,476 | $18.7M | 1.11% | −2,656−8.8% | Reduced |
| Virtus Wealth Solutions LLC | 27,214 | $18.6M | 3.52% | +22,252+448.4% | Added |
| Basso Capital Management, L.P. | 27,165 | $18.5M | 11.03% | +39+0.1% | Added |
| Kennicott Capital Management LLC | 27,101 | $18.5M | 8.96% | +851+3.2% | Added |
| EverSource Wealth Advisors, LLC | 27,086 | $18.5M | 0.68% | +6,611+32.3% | Added |
| Catalyst Financial Partners LLC | 27,077 | $18.5M | 2.06% | +105+0.4% | Added |
| Mairs & Power Inc | 27,054 | $18.4M | 0.18% | +61+0.2% | Added |
| Founders Capital Management, LLC | 27,004 | $18.4M | 2.73% | +196+0.7% | Added |
| BOS Asset Management, LLC | 26,999 | $18.4M | 4.93% | +366+1.4% | Added |
| Polianta Ltd | 27,000 | $18.4M | 2.41% | +27,000 | New |
| Texas Yale Capital Corp. | 26,977 | $18.4M | 0.56% | +143+0.5% | Added |
| Rockbridge Investment Management, LCC | 26,919 | $18.4M | 1.71% | −147−0.5% | Reduced |
| Optas, LLC | 26,906 | $18.3M | 2.87% | 00.0% | Unchanged |
| Wealth Architects, LLC | 26,863 | $18.3M | 1.65% | −356−1.3% | Reduced |
| Howland Capital Management LLC | 26,756 | $18.3M | 0.70% | −25,517−48.8% | Reduced |
| PFG Advisors | 26,764 | $18.3M | 0.89% | −9,675−26.6% | Reduced |
| Patton Fund Management, Inc. | 26,704 | $18.2M | 2.44% | −390−1.4% | Reduced |
| Kemnay Advisory Services Inc. | 26,698 | $18.2M | 2.75% | +26,698 | New |
| AlphaCore Capital LLC | 26,683 | $18.2M | 0.41% | +2,428+10.0% | Added |
| Global Trust Wealth Management LLC | 26,628 | $18.2M | 13.46% | +26,628 | New |
| Arista Wealth Management, LLC | 26,585 | $18.1M | 2.23% | −229−0.9% | Reduced |
| Advisors Preferred, LLC | 26,429 | $18.1M | 2.95% | +25,779+3,966.0% | Added |
| Halter Ferguson Financial Inc. | 26,404 | $18.0M | 3.97% | +925+3.6% | Added |
| Sachetta, LLC | 26,381 | $18.0M | 9.85% | +1,326+5.3% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 26,383 | $18.0M | 0.27% | −93−0.4% | Reduced |
| Paul Damon & Associates, Inc. | 26,377 | $18.0M | 7.99% | +894+3.5% | Added |
| Marco Investment Management LLC | 26,360 | $18.0M | 1.35% | +776+3.0% | Added |
| Cypress Capital, LLC | 26,336 | $18.0M | 5.03% | +224+0.9% | Added |
| Magnus Financial Group LLC | 26,313 | $17.9M | 1.37% | +1,237+4.9% | Added |
| Fiducient Advisors LLC | 26,265 | $17.9M | 2.22% | +2,290+9.6% | Added |
| Bell Bank | 26,255 | $17.9M | 0.77% | −271−1.0% | Reduced |
| Vertex Planning Partners, LLC | 26,250 | $17.9M | 4.16% | +6,474+32.7% | Added |
| Capital Research Global Investors | 25,957 | $17.8M | 0.00% | +21,807+525.5% | Added |
| Dynamic Advisor Solutions LLC | 26,115 | $17.8M | 0.57% | −1,416−5.1% | Reduced |
| Gridiron Partners, LLC | 26,033 | $17.8M | 10.11% | −117,253−81.8% | Reduced |
| Jacksonville Wealth Management, LLC | 25,899 | $17.7M | 12.50% | +673+2.7% | Added |
| Stembrook Asset Management, LLC | 25,893 | $17.7M | 16.68% | +25,893 | New |
| G&S Capital LLC | 25,798 | $17.6M | 6.22% | −1,032−3.8% | Reduced |
| Tolleson Wealth Management, Inc. | 25,707 | $17.6M | 2.54% | −2,080−7.5% | Reduced |
| Oldfather Financial Services, LLC | 25,775 | $17.6M | 5.23% | −183−0.7% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 25,671 | $17.6M | 5.37% | −561−2.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 25,700 | $17.5M | 4.32% | −160−0.6% | Reduced |
| Flagship Private Wealth, LLC | 25,685 | $17.5M | 6.89% | −92−0.4% | Reduced |
| Neumann Capital Management, LLC | 25,643 | $17.5M | 5.05% | −446−1.7% | Reduced |
| Sandbox Financial Partners, LLC | 25,548 | $17.4M | 4.82% | +1,366+5.6% | Added |
| Icon Wealth Advisors, LLC | 25,538 | $17.4M | 1.16% | −612−2.3% | Reduced |
| Tandem Wealth Advisors LLC | 69,910 | $17.4M | 7.81% | +44,280+172.8% | Added |
| Cacti Asset Management LLC | 25,295 | $17.4M | 1.07% | 00.0% | Unchanged |
| EFG International AG | 25,479 | $17.4M | 0.34% | +25,479 | New |
| Camden Capital, LLC | 25,422 | $17.3M | 1.09% | −125−0.5% | Reduced |
| Accredited Investors Inc. | 25,393 | $17.3M | 0.92% | −1,106−4.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 25,376 | $17.3M | 0.60% | +225+0.9% | Added |
| Foster & Motley Inc | 25,362 | $17.3M | 0.92% | +1,493+6.3% | Added |
| Wealth Enhancement Trust Services, Inc. | 25,350 | $17.3M | 2.18% | +25,350 | New |
| Apriem Advisors | 25,340 | $17.3M | 1.59% | −270−1.1% | Reduced |
| Biltmore Family Office, LLC | 25,263 | $17.3M | 2.38% | +723+2.9% | Added |
| Okabena Investment Services Inc | 25,304 | $17.3M | 3.29% | +350+1.4% | Added |
| South State Corp. | 25,298 | $17.3M | 0.77% | +543+2.2% | Added |
| Y.D. More Investments Ltd | 25,172 | $17.2M | 0.82% | +717+2.9% | Added |
| Osborne Partners Capital Management, LLC | 25,141 | $17.1M | 0.88% | −1,525−5.7% | Reduced |
| Atomi Financial Group, Inc. | 25,110 | $17.1M | 0.51% | −3,880−13.4% | Reduced |
| Aries Wealth Management | 25,092 | $17.1M | 3.79% | +769+3.2% | Added |
| Parkside Financial Bank & Trust | 25,038 | $17.1M | 1.28% | +1,124+4.7% | Added |
| J Hagan Capital, Inc. | 24,907 | $17.0M | 9.40% | −3,026−10.8% | Reduced |
| Unique Wealth, LLC | 24,850 | $16.9M | 2.37% | −49,884−66.7% | Reduced |
| Diversify Wealth Management, LLC | 24,407 | $16.9M | 0.79% | −51,086−67.7% | Reduced |
| Coastline Trust Co | 24,827 | $16.9M | 1.59% | −1,582−6.0% | Reduced |
| Rockland Trust Co | 24,788 | $16.9M | 0.67% | +55+0.2% | Added |
| Yanni & Associates Investment Advisors, LLC | 24,663 | $16.8M | 16.82% | +24,663 | New |
| Burling Wealth Partners, LLC | 24,621 | $16.8M | 2.61% | −3,360−12.0% | Reduced |
| Retirement Management Systems Inc. | 24,570 | $16.8M | 4.29% | +24,570 | New |
| Chatham Capital Group, Inc. | 24,549 | $16.7M | 2.38% | +38+0.2% | Added |
| Howard Financial Services, Ltd. | 24,546 | $16.7M | 1.96% | +673+2.8% | Added |