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 |
|---|---|---|---|---|---|
| Canopy Partners, LLC | 17,781 | $12.1M | 3.95% | 00.0% | Unchanged |
| Pinebridge Investments LLC | 17,729 | $12.1M | 0.09% | +17,729 | New |
| Compass Capital Corp | 17,442 | $12.1M | 4.65% | −2,957−14.5% | Reduced |
| Northstar Asset Management LLC | 17,678 | $12.1M | 2.56% | −75−0.4% | Reduced |
| Second Half Financial Partners, LLC | 17,678 | $12.1M | 5.35% | −276−1.5% | Reduced |
| Sage Capital Advisors,llc | 17,629 | $12.0M | 2.86% | +147+0.8% | Added |
| Nixon Peabody Trust Co | 17,622 | $12.0M | 0.91% | −1,484−7.8% | Reduced |
| South Shore Capital Advisors | 17,585 | $12.0M | 8.76% | +17,585 | New |
| BCJ Capital Management, LLC | 17,583 | $12.0M | 0.69% | +4,203+31.4% | Added |
| RMR Wealth Builders | 17,568 | $12.0M | 0.96% | +1,445+9.0% | Added |
| RIA Advisory Group LLC | 17,548 | $12.0M | 2.90% | −3,166−15.3% | Reduced |
| Caerus Investment Advisors, LLC | 17,495 | $11.9M | 3.98% | −218−1.2% | Reduced |
| Nwam LLC | 17,311 | $11.9M | 0.67% | +490+2.9% | Added |
| NVWM, LLC | 17,480 | $11.9M | 2.59% | +8,498+94.6% | Added |
| X-Square Capital, LLC | 17,442 | $11.9M | 3.90% | +722+4.3% | Added |
| Zevin Asset Management LLC | 17,424 | $11.9M | 1.59% | +561+3.3% | Added |
| Weil Company, Inc. | 17,400 | $11.9M | 2.73% | −918−5.0% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 17,387 | $11.9M | 3.44% | −204−1.2% | Reduced |
| Berkshire Asset Management LLC | 17,386 | $11.9M | 0.52% | −1,514−8.0% | Reduced |
| Fisher Asset Management, LLC | 17,349 | $11.8M | 0.00% | +2,410+16.1% | Added |
| MGB Wealth Management, LLC | 17,310 | $11.8M | 3.38% | +1,779+11.5% | Added |
| Codex Capital Asset Management L.L.C. | 17,270 | $11.8M | 4.28% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 17,269 | $11.8M | 1.60% | +119+0.7% | Added |
| Legacy Edge Advisors, LLC | 17,252 | $11.8M | 1.29% | +1,069+6.6% | Added |
| Verus Capital Partners, LLC | 17,218 | $11.7M | 0.79% | +4,834+39.0% | Added |
| Cordant, Inc. | 17,202 | $11.7M | 4.92% | −1,247−6.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 17,176 | $11.7M | 2.36% | −405−2.3% | Reduced |
| Edge Financial Advisors LLC | 17,118 | $11.7M | 4.91% | −532−3.0% | Reduced |
| First International Bank of Israel Ltd. | 17,101 | $11.7M | 5.57% | +929+5.7% | Added |
| SpringVest Wealth Management LLC | 17,053 | $11.6M | 8.10% | −405−2.3% | Reduced |
| Plancorp, LLC | 17,044 | $11.6M | 0.35% | +40+0.2% | Added |
| Bridgelight Financial Advisors, Inc. | 17,041 | $11.6M | 9.90% | +17,041 | New |
| Diversified Enterprises, LLC | 17,036 | $11.6M | 0.69% | +249+1.5% | Added |
| Seeds Investor LLC | 17,008 | $11.6M | 2.22% | −1,980−10.4% | Reduced |
| CFM Wealth Partners LLC | 16,973 | $11.6M | 1.67% | −28−0.2% | Reduced |
| Wernau Asset Management Inc. | 16,948 | $11.6M | 11.48% | −230−1.3% | Reduced |
| Spears Abacus Advisors LLC | 16,925 | $11.5M | 0.22% | −437−2.5% | Reduced |
| Sandhill Capital Partners LLC | 16,910 | $11.5M | 0.82% | +16,910 | New |
| Private Client Services, LLC | 16,876 | $11.5M | 3.60% | +274+1.7% | Added |
| Strategic Wealth Advisors LLC | 16,874 | $11.5M | 9.84% | +16,874 | New |
| IronBridge Private Wealth, LLC | 16,864 | $11.5M | 3.64% | 00.0% | Unchanged |
| Midwestern Financial, LLC | 16,824 | $11.5M | 9.49% | +1,535+10.0% | Added |
| Unifi Asset Management LP | 16,800 | $11.5M | 12.45% | +16,800 | New |
| waypoint wealth counsel | 16,769 | $11.4M | 4.20% | −37−0.2% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 16,719 | $11.4M | 0.31% | −3,663−18.0% | Reduced |
| Godsey & Gibb Associates | 16,681 | $11.4M | 1.02% | −164−1.0% | Reduced |
| Old North State Trust, LLC | 16,621 | $11.3M | 6.70% | +68+0.4% | Added |
| Forum Financial Management, LP | 16,603 | $11.3M | 0.15% | +36+0.2% | Added |
| Frazier Financial Advisors, LLC | 16,603 | $11.3M | 6.70% | −431−2.5% | Reduced |
| Waterloo Capital, L.P. | 16,582 | $11.3M | 0.82% | −100−0.6% | Reduced |
| International Private Wealth Advisors LLC | 16,566 | $11.3M | 7.11% | +289+1.8% | Added |
| State of Alaska, Department of Revenue | 16,545 | $11.3M | 0.12% | +10,782+187.1% | Added |
| Peak Asset Management, LLC | 16,537 | $11.3M | 1.92% | +892+5.7% | Added |
| Peddock Capital Advisors, LLC | 16,534 | $11.3M | 2.36% | −99−0.6% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 16,193 | $11.3M | 4.70% | +623+4.0% | Added |
| Nvest Financial, LLC | 16,503 | $11.3M | 4.68% | +5,240+46.5% | Added |
| Voya Investment Management LLC | 16,490 | $11.2M | 0.01% | +3,014+22.4% | Added |
| Zurich Insurance Group Ltd | 16,330 | $11.2M | 0.08% | −360−2.2% | Reduced |
| Accent Capital Management, LLC | 16,399 | $11.2M | 4.82% | −5,560−25.3% | Reduced |
| Lewis Asset Management, LLC | 16,418 | $11.2M | 4.56% | −75−0.5% | Reduced |
| Planning Alternatives Ltd | 16,374 | $11.2M | 1.41% | −1,088−6.2% | Reduced |
| Main Street Financial Solutions, LLC | 16,309 | $11.1M | 0.83% | −1,484−8.3% | Reduced |
| Equity Wealth Partners, LLC | 16,275 | $11.1M | 7.20% | +2,952+22.2% | Added |
| Ryan Investment Management, Inc. | 16,271 | $11.1M | 6.14% | −6,216−27.6% | Reduced |
| ASL Financial, LLC | 16,269 | $11.1M | 8.71% | +16,269 | New |
| RB Capital Management, LLC | 16,239 | $11.1M | 2.25% | +273+1.7% | Added |
| Mount Capital Ltd | 16,200 | $11.0M | 4.46% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 16,170 | $11.0M | 0.42% | +442+2.8% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 16,141 | $11.0M | 4.14% | +391+2.5% | Added |
| Keystone Wealth Services, LLC | 16,123 | $11.0M | 2.32% | +421+2.7% | Added |
| Schroder Investment Management Group | 16,112 | $11.0M | 0.01% | −47,401−74.6% | Reduced |
| Lyell Wealth Management, LP | 16,101 | $11.0M | 0.80% | −127−0.8% | Reduced |
| Perfromance Wealth Partners, LLC | 16,091 | $11.0M | 0.30% | −1,396−8.0% | Reduced |
| Sigma Investment Counselors Inc | 16,088 | $11.0M | 0.56% | −40−0.2% | Reduced |
| Lynch Investment Planning, LLC | 15,997 | $10.9M | 10.48% | +15,997 | New |
| First Foundation Advisors | 16,041 | $10.9M | 0.41% | −146−0.9% | Reduced |
| Oxinas Partners Wealth Management LLC | 16,030 | $10.9M | 5.26% | −875−5.2% | Reduced |
| Aventail Capital Group, LP | 15,992 | $10.9M | 0.63% | +15,992 | New |
| Courier Capital LLC | 15,974 | $10.9M | 0.61% | −65−0.4% | Reduced |
| CMG Global Holdings, LLC | 15,838 | $10.9M | 4.82% | +1,248+8.6% | Added |
| Assetmark, Inc | 15,929 | $10.9M | 0.02% | −39,366−71.2% | Reduced |
| Garrett Investment Advisors LLC | 15,922 | $10.9M | 0.86% | −30−0.2% | Reduced |
| Triumph Capital Management | 15,897 | $10.8M | 2.34% | +5,320+50.3% | Added |
| Intrua Financial, LLC | 15,856 | $10.8M | 1.19% | +136+0.9% | Added |
| Coastal Bridge Advisors, LLC | 15,855 | $10.8M | 0.81% | +197+1.3% | Added |
| Krilogy Financial LLC | 15,606 | $10.8M | 0.37% | −901−5.5% | Reduced |
| Norden Group LLC | 15,795 | $10.8M | 1.05% | −1,732−9.9% | Reduced |
| Wealth Alliance | 15,766 | $10.8M | 1.05% | +356+2.3% | Added |
| Abound Wealth Management | 15,744 | $10.7M | 2.51% | +2,098+15.4% | Added |
| Silver Oak Securities, Inc | 15,622 | $10.7M | 0.73% | −4,185−21.1% | Reduced |
| Confluence Investment Management LLC | 15,723 | $10.7M | 0.16% | −1,399−8.2% | Reduced |
| Next Level Private LLC | 15,700 | $10.7M | 2.81% | −572−3.5% | Reduced |
| Tactive Advisors, LLC | 15,617 | $10.6M | 3.12% | −671−4.1% | Reduced |
| Greenwood Gearhart Inc | 15,611 | $10.6M | 0.59% | +259+1.7% | Added |
| St. Johns Investment Management Company, LLC | 15,589 | $10.6M | 4.43% | −56−0.4% | Reduced |
| Canandaigua National Trust Co of Florida | 15,585 | $10.6M | 6.65% | +1,495+10.6% | Added |
| SeaCrest Wealth Management, LLC | 15,397 | $10.6M | 1.07% | +19+0.1% | Added |
| Pacific Financial Group Inc | 15,486 | $10.6M | 5.88% | +7,556+95.3% | Added |
| Community Bank, N.A. | 15,491 | $10.6M | 1.25% | −218−1.4% | Reduced |
| Legacy Wealth Advisors, LLC | 15,474 | $10.6M | 6.97% | +15,474 | New |