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
- 1,772 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 | 4,668 | $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 |
|---|---|---|---|---|---|
| CRA Financial Services, LLC | 20,918 | $14.3M | 1.87% | +692+3.4% | Added |
| Safe Harbor Fiduciary, LLC | 20,893 | $14.2M | 12.59% | +20,893 | New |
| Sepio Capital, LP | 20,885 | $14.2M | 0.78% | −7,672−26.9% | Reduced |
| Intrust Bank NA | 20,873 | $14.2M | 1.18% | −75−0.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 20,848 | $14.2M | 0.65% | +1,194+6.1% | Added |
| Capital Advisors Wealth Management, LLC | 20,777 | $14.2M | 1.93% | +635+3.2% | Added |
| Grimes & Company, Inc. | 20,763 | $14.2M | 0.34% | −942−4.3% | Reduced |
| CWA Asset Management Group, LLC | 20,736 | $14.1M | 0.51% | −353−1.7% | Reduced |
| Balboa Wealth Partners | 20,727 | $14.1M | 2.34% | −386−1.8% | Reduced |
| Napier Financial, LLC | 20,723 | $14.1M | 3.53% | +20,723 | New |
| Morangie Management LLC | 20,600 | $14.1M | 11.23% | −1,596−7.2% | Reduced |
| SFMG, LLC | 20,567 | $14.0M | 0.94% | +818+4.1% | Added |
| BlueChip Wealth Advisors LLC | 20,534 | $14.0M | 5.88% | −398−1.9% | Reduced |
| Reyes Financial Architecture, Inc. | 20,518 | $14.0M | 8.52% | +17,584+599.3% | Added |
| Appleton Partners Inc | 20,503 | $14.0M | 0.92% | −115−0.6% | Reduced |
| Marquette Associates, Inc. | 20,390 | $13.9M | 17.81% | +4,022+24.6% | Added |
| Moody Lynn & Lieberson, LLC | 20,365 | $13.9M | 0.74% | −148−0.7% | Reduced |
| Vigilare Wealth Management | 20,363 | $13.9M | 4.67% | +12,842+170.7% | Added |
| Ami Investment Management Inc | 20,306 | $13.8M | 3.11% | −13−0.1% | Reduced |
| Advisory Alpha, LLC | 20,277 | $13.8M | 0.38% | −341−1.7% | Reduced |
| Conscious Wealth Investments, LLC | 20,379 | $13.8M | 8.29% | −2,313−10.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 20,232 | $13.8M | 0.93% | +416+2.1% | Added |
| Schrum Private Wealth Management LLC | 20,159 | $13.7M | 10.16% | +176+0.9% | Added |
| Berman McAleer LLC | 20,158 | $13.7M | 1.88% | −479−2.3% | Reduced |
| Bensler, LLC | 20,156 | $13.7M | 1.38% | +1,252+6.6% | Added |
| Luken Investment Analytics, LLC | 20,139 | $13.7M | 5.42% | −65−0.3% | Reduced |
| JFS Wealth Advisors, LLC | 20,119 | $13.7M | 0.77% | −2,122−9.5% | Reduced |
| Ancora Advisors, LLC | 20,060 | $13.7M | 0.28% | +528+2.7% | Added |
| Foresight Capital Management Advisors, Inc. | 20,056 | $13.7M | 7.41% | −301−1.5% | Reduced |
| Bricktown Capital, LLC | 20,000 | $13.6M | 2.30% | +20,000 | New |
| Measured Wealth Private Client Group, LLC | 19,999 | $13.6M | 3.61% | −6,010−23.1% | Reduced |
| Nicolet Bankshares Inc | 19,996 | $13.6M | 2.19% | −138−0.7% | Reduced |
| Centiva Capital, LP | 19,980 | $13.6M | 0.82% | +19,980 | New |
| Sequent Asset Management, LLC | 19,909 | $13.6M | 6.03% | −103−0.5% | Reduced |
| Nisa Investment Advisors, LLC | 19,832 | $13.6M | 0.04% | 00.0% | Unchanged |
| Financial Guidance Group, Inc. | 19,840 | $13.5M | 5.53% | −252−1.3% | Reduced |
| Synergy Financial Management, LLC | 19,779 | $13.5M | 1.40% | +7,554+61.8% | Added |
| Ascent Wealth Partners, LLC | 19,760 | $13.5M | 1.55% | +4,643+30.7% | Added |
| Trust Point Inc. | 19,751 | $13.5M | 1.06% | −29−0.1% | Reduced |
| Montecito Bank & Trust | 19,672 | $13.4M | 2.14% | −190−1.0% | Reduced |
| Exencial Wealth Advisors, LLC | 19,633 | $13.4M | 0.42% | +5,288+36.9% | Added |
| Tfo-TDC, LLC | 19,631 | $13.4M | 2.00% | +48+0.2% | Added |
| Boxwood Ventures, Inc. | 19,550 | $13.4M | 13.46% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 19,560 | $13.3M | 1.16% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 19,545 | $13.3M | 3.44% | +66+0.3% | Added |
| Lansing Street Advisors | 19,480 | $13.3M | 3.43% | +251+1.3% | Added |
| CDM Financial Counseling Services, Inc. | 19,427 | $13.2M | 12.42% | +19,427 | New |
| TSFG, LLC | 19,422 | $13.2M | 1.98% | −125−0.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 19,413 | $13.2M | 0.44% | +1,210+6.6% | Added |
| SlateStone Wealth, LLC | 19,401 | $13.2M | 1.11% | −1,342−6.5% | Reduced |
| Betterment LLC | 19,400 | $13.2M | 0.03% | +2,813+17.0% | Added |
| Cambria Investment Management, L.P. | 19,358 | $13.2M | 0.77% | +10,940+130.0% | Added |
| Quadcap Wealth Management, LLC | 19,282 | $13.1M | 1.51% | +102+0.5% | Added |
| McLean Asset Management Corp | 19,029 | $13.1M | 2.35% | −23−0.1% | Reduced |
| Mayflower Financial Advisors, LLC | 19,205 | $13.1M | 1.59% | −56−0.3% | Reduced |
| First Trust Advisors LP | 19,190 | $13.1M | 0.01% | −723−3.6% | Reduced |
| LVM Capital Management Ltd | 19,177 | $13.1M | 1.21% | −97−0.5% | Reduced |
| Private Advisory Group LLC | 19,172 | $13.1M | 1.03% | +14,625+321.6% | Added |
| Union Savings Bank | 19,121 | $13.0M | 5.65% | +19,121 | New |
| Baker Avenue Asset Management, LP | 19,090 | $13.0M | 0.30% | +426+2.3% | Added |
| Ameritas Investment Partners, Inc. | 19,065 | $13.0M | 0.40% | +10.0% | Added |
| Bedel Financial Consulting, Inc. | 19,060 | $13.0M | 1.40% | −335−1.7% | Reduced |
| HBK Sorce Advisory LLC | 18,797 | $13.0M | 0.30% | +5,165+37.9% | Added |
| Triglav Skladi, D.O.O. | 19,032 | $13.0M | 0.82% | −10.0% | Reduced |
| Monetta Financial Services Inc | 19,000 | $13.0M | 9.28% | −1,000−5.0% | Reduced |
| Sjbenen Advisory, LLC | 92,608 | $12.9M | 13.30% | +92,608 | New |
| Financial Management Professionals, Inc. | 18,794 | $12.9M | 1.33% | +48+0.3% | Added |
| Sage Mountain Advisors LLC | 18,847 | $12.9M | 0.68% | +1,567+9.1% | Added |
| Hudson Valley Investment Advisors Inc | 18,839 | $12.8M | 1.42% | −794−4.0% | Reduced |
| Iams Wealth Management, LLC | 18,830 | $12.8M | 4.64% | +228+1.2% | Added |
| MidAtlantic Capital Management, Inc. | 18,821 | $12.8M | 8.22% | −56−0.3% | Reduced |
| Van Hulzen Asset Management, LLC | 18,802 | $12.8M | 0.94% | +867+4.8% | Added |
| Terry L. Blaker | 18,752 | $12.8M | 0.47% | +202+1.1% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 18,807 | $12.7M | 2.86% | −60.0% | Reduced |
| Kesler, Norman & Wride, LLC | 18,608 | $12.7M | 2.18% | −10,524−36.1% | Reduced |
| Oxler Private Wealth LLC | 18,577 | $12.7M | 3.67% | −31−0.2% | Reduced |
| Eagle Strategies LLC | 18,488 | $12.6M | 1.61% | +1,290+7.5% | Added |
| Principle Wealth Partners LLC | 18,466 | $12.6M | 0.71% | +211+1.2% | Added |
| Vista Investment Partners LLC | 18,425 | $12.6M | 3.30% | +10+0.1% | Added |
| Lee-Kelleher Wealth Management | 18,377 | $12.5M | 7.48% | +108+0.6% | Added |
| Hillcrest Wealth Advisors - NY, LLC | 18,368 | $12.5M | 5.39% | −200−1.1% | Reduced |
| Gambit Capital Management, LLC | 18,126 | $12.5M | 8.94% | +18,126 | New |
| Voisard Asset Management Group, Inc. | 18,268 | $12.5M | 2.69% | −1,279−6.5% | Reduced |
| Paulson Wealth Management Inc. | 18,266 | $12.5M | 2.88% | −1,071−5.5% | Reduced |
| First Citizens Bank & Trust Co | 18,264 | $12.5M | 0.26% | −1,548−7.8% | Reduced |
| MorganRosel Wealth Management, LLC | 18,238 | $12.4M | 3.11% | −164−0.9% | Reduced |
| Nemes Rush Group LLC | 18,233 | $12.4M | 1.17% | +7,450+69.1% | Added |
| Compass Ion Advisors, LLC | 18,194 | $12.4M | 1.18% | −2,030−10.0% | Reduced |
| LSP Investment Advisors, LLC | 18,164 | $12.4M | 6.59% | −33,226−64.7% | Reduced |
| Winthrop Capital Management, LLC | 18,154 | $12.4M | 2.88% | +10.0% | Added |
| Shay Capital LLC | 18,150 | $12.4M | 2.00% | +13,150+263.0% | Added |
| Wealth Dimensions Group, Ltd. | 18,148 | $12.4M | 2.46% | −398−2.1% | Reduced |
| Russell Investments Group, Ltd. | 18,141 | $12.4M | 0.01% | +4,666+34.6% | Added |
| Heritage Wealth Advisors | 18,101 | $12.3M | 0.47% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 18,067 | $12.3M | 4.81% | −664−3.5% | Reduced |
| VisionPoint Advisory Group, LLC | 18,060 | $12.3M | 2.40% | +707+4.1% | Added |
| LMG Wealth Partners, LLC | 17,910 | $12.2M | 2.28% | 00.0% | Unchanged |
| Mather Group, LLC. | 17,851 | $12.2M | 0.13% | −490−2.7% | Reduced |
| Cypress Wealth Services, LLC | 17,850 | $12.2M | 1.68% | +2,315+14.9% | Added |
| Smartleaf Asset Management LLC | 17,716 | $12.2M | 0.46% | +1,713+10.7% | Added |