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; 4,669 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
- 1,772 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| St Germain D J Co Inc | 24,427 | $16.7M | 0.65% | −482−1.9% | Reduced |
| Moneywise, Inc. | 24,417 | $16.7M | 6.93% | −1,164−4.6% | Reduced |
| Pathway Financial Advisors LLC | 24,053 | $16.6M | 2.09% | −342−1.4% | Reduced |
| TCG Advisory Services, LLC | 24,266 | $16.5M | 0.45% | +1,650+7.3% | Added |
| Berger Financial Group, Inc | 24,151 | $16.5M | 0.96% | −540−2.2% | Reduced |
| Principal Securities, Inc. | 24,143 | $16.5M | 0.25% | +3,926+19.4% | Added |
| Sharkey, Howes & Javer | 24,091 | $16.4M | 2.09% | −5,711−19.2% | Reduced |
| Vident Advisory, LLC | 24,089 | $16.4M | 0.15% | +908+3.9% | Added |
| Turtle Creek Wealth Advisors, LLC | 24,056 | $16.4M | 1.29% | +3,293+15.9% | Added |
| Empower Advisory Group, LLC | 24,043 | $16.4M | 0.04% | +1,944+8.8% | Added |
| Clune & Associates, Ltd. | 24,028 | $16.4M | 3.54% | +671+2.9% | Added |
| Third View Private Wealth, LLC | 23,973 | $16.3M | 2.20% | +23,973 | New |
| Aaron Wealth Advisors | 23,918 | $16.3M | 0.91% | −92−0.4% | Reduced |
| Grandview Asset Management LLC | 23,842 | $16.3M | 4.46% | +258+1.1% | Added |
| Bouchey Financial Group Ltd | 23,794 | $16.2M | 1.22% | −220−0.9% | Reduced |
| Pictet & Cie (Europe) SA | 23,782 | $16.2M | 0.32% | −4,217−15.1% | Reduced |
| LaSalle St. Investment Advisors, LLC | 23,768 | $16.2M | 2.61% | +302+1.3% | Added |
| Destination Wealth Management | 23,748 | $16.2M | 0.42% | −1,797−7.0% | Reduced |
| Tortoise Investment Management, LLC | 23,737 | $16.2M | 1.42% | −602−2.5% | Reduced |
| AGH Wealth Advisors, LLC | 23,684 | $16.2M | 12.14% | −57−0.2% | Reduced |
| Highview Capital Management LLC | 23,671 | $16.1M | 5.69% | +1,266+5.7% | Added |
| GEM Asset Management, LLC | 23,389 | $16.1M | 7.19% | −234−1.0% | Reduced |
| Symphony Financial, Ltd. Co. | 23,556 | $16.1M | 2.16% | +4,915+26.4% | Added |
| GTS Securities LLC | 23,612 | $16.1M | 0.55% | −18,705−44.2% | Reduced |
| Manning & Napier Advisors LLC | 23,404 | $16.1M | 0.21% | +1,738+8.0% | Added |
| Nadler Financial Group, Inc. | 23,513 | $16.0M | 1.49% | +260+1.1% | Added |
| West Paces Advisors Inc. | 23,490 | $16.0M | 3.10% | −390−1.6% | Reduced |
| Level Four Advisory Services, LLC | 23,477 | $16.0M | 0.52% | +2,976+14.5% | Added |
| Torrey-Payne Wealth Management, LLC | 23,099 | $16.0M | 14.34% | +23,099 | New |
| Flagship Wealth Advisors, LLC | 23,441 | $16.0M | 4.65% | +370+1.6% | Added |
| WSFS Capital Management, LLC | 23,406 | $16.0M | 0.77% | +1,533+7.0% | Added |
| Opulen Financial Group LLC | 23,381 | $15.9M | 11.61% | +682+3.0% | Added |
| Guardian Wealth Advisors, LLC | 23,355 | $15.9M | 1.00% | −205−0.9% | Reduced |
| Sunbelt Securities, Inc. | 23,259 | $15.9M | 1.06% | −344−1.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 23,225 | $15.8M | 1.00% | −1,224−5.0% | Reduced |
| Fedenia Advisers LLC | 23,224 | $15.8M | 6.07% | +6,543+39.2% | Added |
| GeoWealth Management, LLC | 23,213 | $15.8M | 0.58% | −1,525−6.2% | Reduced |
| Hopwood Financial Services, Inc. | 23,120 | $15.8M | 11.10% | +41+0.2% | Added |
| Audent Global Asset Management, LLC | 22,971 | $15.7M | 9.94% | +1,874+8.9% | Added |
| Verity Asset Management, Inc. | 22,977 | $15.7M | 6.73% | −7,060−23.5% | Reduced |
| Annandale Capital, LLC | 22,916 | $15.6M | 2.54% | +11,381+98.7% | Added |
| Great Diamond Partners, LLC | 22,915 | $15.6M | 3.01% | −579−2.5% | Reduced |
| NewSquare Capital LLC | 22,850 | $15.6M | 1.37% | −11,326−33.1% | Reduced |
| PFC Capital Group, Inc. | 22,840 | $15.6M | 6.42% | −975−4.1% | Reduced |
| Empirical Asset Management, LLC | 22,820 | $15.6M | 4.39% | +6,012+35.8% | Added |
| Bristol Gate Capital Partners Inc. | 22,627 | $15.4M | 0.89% | +19,480+619.0% | Added |
| Chicago Capital, LLC | 22,554 | $15.4M | 0.38% | −584−2.5% | Reduced |
| Stelac Advisory Services LLC | 22,495 | $15.4M | 5.44% | +368+1.7% | Added |
| Laurel Wealth Advisors LLC | 22,549 | $15.4M | 2.03% | −508−2.2% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 22,504 | $15.3M | 6.01% | +128+0.6% | Added |
| Element Squared LLC | 22,485 | $15.3M | 8.32% | +9,478+72.9% | Added |
| MMBG Investment Advisors Co. | 22,403 | $15.3M | 1.29% | +3,184+16.6% | Added |
| Agf Management Ltd | 22,435 | $15.3M | 0.07% | +186+0.8% | Added |
| American Asset Management Inc. | 22,423 | $15.3M | 12.96% | −1,616−6.7% | Reduced |
| Paladin Partners, LLC | 22,305 | $15.2M | 11.33% | +22,305 | New |
| Grove Bank & Trust | 22,301 | $15.2M | 1.71% | −30−0.1% | Reduced |
| LMCG Investments, LLC | 22,266 | $15.2M | 0.87% | +18,420+478.9% | Added |
| Quintet Private Bank (Europe) S.A. | 22,229 | $15.2M | 0.88% | −416−1.8% | Reduced |
| Claro Advisors LLC | 22,221 | $15.2M | 2.07% | −439−1.9% | Reduced |
| Global Financial Private Client, LLC | 22,192 | $15.1M | 5.30% | −100.0% | Reduced |
| Twin Tree Management, LP | 22,188 | $15.1M | 1.55% | −65,912−74.8% | Reduced |
| Stordahl Capital Management, Inc. | 22,152 | $15.1M | 3.11% | −198−0.9% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 22,143 | $15.1M | 4.90% | −128−0.6% | Reduced |
| MONECO Advisors, LLC | 22,067 | $15.0M | 1.19% | −565−2.5% | Reduced |
| Hickory Point Bank & Trust | 22,066 | $15.0M | 10.92% | +15+0.1% | Added |
| Cyndeo Wealth Partners, LLC | 22,025 | $15.0M | 0.81% | +1,055+5.0% | Added |
| Pinnacle Family Advisors, LLC | 21,949 | $15.0M | 6.59% | −8,016−26.8% | Reduced |
| Navis Wealth Advisors, LLC | 21,917 | $14.9M | 6.33% | +207+1.0% | Added |
| Harbour Trust & Investment Management Co | 21,900 | $14.9M | 1.52% | −819−3.6% | Reduced |
| Banque Cantonale Vaudoise | 21,898 | $14.9M | 0.53% | +5,764+35.7% | Added |
| Morton Brown Family Wealth, LLC | 21,885 | $14.9M | 4.06% | −135−0.6% | Reduced |
| Raleigh Capital Management Inc. | 21,845 | $14.9M | 5.41% | +192+0.9% | Added |
| Transcend Wealth Collective, LLC | 21,743 | $14.8M | 1.15% | −2,490−10.3% | Reduced |
| Churchill Financial Advisors, LLC | 21,690 | $14.8M | 4.52% | +21,690 | New |
| Fortis Group Advisors, LLC | 21,428 | $14.8M | 2.48% | −2,489−10.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 21,654 | $14.8M | 0.24% | +1,409+7.0% | Added |
| Northeast Financial Group, Inc. | 21,580 | $14.7M | 3.69% | −22,022−50.5% | Reduced |
| Cypress Capital Group | 21,571 | $14.7M | 1.65% | +30+0.1% | Added |
| Johnson Financial Group, LLC | 21,570 | $14.7M | 0.91% | +19,114+778.3% | Added |
| SBI Securities Co., Ltd. | 21,557 | $14.7M | 0.38% | +190+0.9% | Added |
| Belvedere Trading LLC | 21,554 | $14.7M | 2.72% | −252,803−92.1% | Reduced |
| Evanson Asset Management, LLC | 21,521 | $14.7M | 0.80% | +28+0.1% | Added |
| Ullmann Financial Group, Inc. | 21,496 | $14.7M | 1.53% | −20−0.1% | Reduced |
| Industrial Alliance Investment Management Inc. | 21,465 | $14.6M | 8.31% | +535+2.6% | Added |
| Sunflower Bank, N.A. | 21,443 | $14.6M | 3.68% | −1,662−7.2% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 21,393 | $14.6M | 2.20% | +44+0.2% | Added |
| Gallagher Fiduciary Advisors, LLC | 21,349 | $14.6M | 0.47% | +20,285+1,906.5% | Added |
| Wedmont Private Capital | 21,039 | $14.5M | 0.50% | −1,185−5.3% | Reduced |
| Patriot Investment Management Inc. | 21,250 | $14.5M | 0.92% | +16,762+373.5% | Added |
| Patten & Patten Inc | 21,219 | $14.5M | 0.85% | −1,894−8.2% | Reduced |
| Wealthedge Investment Advisors, LLC | 21,196 | $14.5M | 5.35% | −466−2.2% | Reduced |
| Armis Advisers, LLC | 22,271 | $14.4M | 1.62% | −1,484−6.2% | Reduced |
| Comprehensive Financial Management LLC | 21,142 | $14.4M | 0.43% | 00.0% | Unchanged |
| Schnieders Capital Management, LLC. | 21,139 | $14.4M | 2.25% | −340−1.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 21,068 | $14.4M | 0.25% | +455+2.2% | Added |
| Flatrock Wealth Partners LLC | 20,988 | $14.4M | 6.89% | +20,988 | New |
| Equitable Trust Co | 21,024 | $14.3M | 0.64% | −23,561−52.8% | Reduced |
| Zhang Financial LLC | 20,960 | $14.3M | 0.53% | +3,300+18.7% | Added |
| SimpliFi, Inc. | 20,955 | $14.3M | 6.04% | −18,048−46.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 20,939 | $14.3M | 0.98% | +648+3.2% | Added |