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 |
|---|---|---|---|---|---|
| Roundview Capital LLC | 15,434 | $10.5M | 0.65% | −12−0.1% | Reduced |
| Jackson Square Capital, LLC | 15,430 | $10.5M | 2.08% | +143+0.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,413 | $10.5M | 1.26% | −7,254−32.0% | Reduced |
| Mirabella Financial Services LLP | 15,400 | $10.5M | 1.01% | +15,400 | New |
| Howe & Rusling Inc | 15,396 | $10.5M | 0.69% | +5,138+50.1% | Added |
| Financial Advisory Service, Inc. | 15,381 | $10.5M | 0.68% | +561+3.8% | Added |
| Marex Group plc | 15,381 | $10.5M | 0.11% | +14,194+1,195.8% | Added |
| Ackerman Asset Management, LLC | 15,349 | $10.5M | 6.96% | −107−0.7% | Reduced |
| Venturi Wealth Management, LLC | 15,345 | $10.5M | 0.46% | +107+0.7% | Added |
| Advisor OS, LLC | 15,298 | $10.4M | 0.84% | −317−2.0% | Reduced |
| Skopos Labs, Inc. | 15,105 | $10.4M | 0.48% | +4,662+44.6% | Added |
| Estate Planners Group, LLC | 15,189 | $10.4M | 4.49% | +15,189 | New |
| Ronald Blue Trust, Inc. | 15,159 | $10.3M | 0.12% | +35+0.2% | Added |
| Keating Financial Advisory Services, Inc. | 15,145 | $10.3M | 1.40% | +15,145 | New |
| GenWealth Group, Inc. | 14,922 | $10.3M | 1.76% | −22−0.1% | Reduced |
| TCI Wealth Advisors, Inc. | 15,100 | $10.3M | 0.57% | −163−1.1% | Reduced |
| Pasadena Private Wealth, LLC | 15,079 | $10.3M | 1.41% | −616−3.9% | Reduced |
| Global Strategic Investment Solutions, LLC | 15,067 | $10.3M | 1.00% | −128−0.8% | Reduced |
| Nelson Capital Management, LLC | 15,048 | $10.3M | 1.20% | −528−3.4% | Reduced |
| F/M Investments LLC | 15,004 | $10.2M | 0.39% | +141+0.9% | Added |
| Wilmar Advisors LLC | 15,000 | $10.2M | 7.99% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 14,934 | $10.2M | 0.28% | −110−0.7% | Reduced |
| Smith & Howard Wealth Management, LLC | 14,919 | $10.2M | 2.33% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 14,913 | $10.2M | 2.13% | −93−0.6% | Reduced |
| Valmark Advisers, Inc. | 14,897 | $10.2M | 0.13% | −241−1.6% | Reduced |
| Global Trust Asset Management, LLC | 14,890 | $10.2M | 4.01% | +4,786+47.4% | Added |
| Canoe Financial LP | 11,999 | $10.1M | 0.14% | −1,127−8.6% | Reduced |
| First American Bank | 14,858 | $10.1M | 0.61% | +45+0.3% | Added |
| Cypress Capital Advisors, LLC | 14,836 | $10.1M | 5.43% | −314−2.1% | Reduced |
| Independent Advisor Alliance | 14,811 | $10.1M | 0.25% | +2,871+24.0% | Added |
| Towercrest Capital Management | 14,799 | $10.1M | 1.59% | −314−2.1% | Reduced |
| David Loasby | 14,510 | $10.1M | 0.68% | +396+2.8% | Added |
| Citizens Business Bank | 14,783 | $10.1M | 1.67% | +355+2.5% | Added |
| Warwick Investment Management, Inc. | 14,749 | $10.1M | 1.55% | −819−5.3% | Reduced |
| PEAK6 LLC | 14,704 | $10.0M | 0.27% | +14,702+735,100.0% | Added |
| Beacon Advisors Holdings, LLC | 14,702 | $10.0M | 5.28% | +14,702 | New |
| Cohen & Steers, Inc. | 14,700 | $10.0M | 0.02% | −10,300−41.2% | Reduced |
| Van Cleef Asset Management,Inc | 14,671 | $10.0M | 1.01% | −1,380−8.6% | Reduced |
| Wealth High Governance Asset Management Ltda. | 14,663 | $10.0M | 1.79% | +14,663 | New |
| Q Global Advisors, LLC | 14,658 | $10.0M | 9.83% | +14,658 | New |
| XY Planning Network, Inc. | 14,610 | $9.96M | 1.74% | +2,532+21.0% | Added |
| Bedminster, LLC | 14,603 | $9.96M | 9.15% | +14,603 | New |
| BFSG, LLC | 14,496 | $9.88M | 0.96% | +1,374+10.5% | Added |
| Harbor Investment Advisory, LLC | 14,439 | $9.84M | 0.74% | +700+5.1% | Added |
| Plum Street Advisors, LLC | 14,428 | $9.84M | 3.50% | +376+2.7% | Added |
| Rehmann Capital Advisory Group | 14,373 | $9.80M | 0.51% | +1,121+8.5% | Added |
| Legacy Capital Wealth Partners, LLC | 65,862 | $9.80M | 2.10% | +3,893+6.3% | Added |
| New Wave Wealth Advisors LLC | 14,292 | $9.77M | 3.58% | −827−5.5% | Reduced |
| Palladiem, LLC | 14,209 | $9.76M | 9.25% | +14,209 | New |
| Trust Co of Vermont | 14,286 | $9.74M | 0.41% | −356−2.4% | Reduced |
| Jupiter Wealth Management LLC | 14,292 | $9.74M | 4.34% | +603+4.4% | Added |
| Lazard Asset Management LLC | 14,266 | $9.73M | 0.02% | +1,876+15.1% | Added |
| Etesian Wealth Advisors, Inc. | 14,255 | $9.72M | 3.05% | +391+2.8% | Added |
| Bolthouse Investments, LLC | 14,204 | $9.69M | 8.61% | −513−3.5% | Reduced |
| Roman Butler Fullerton & Co | 14,056 | $9.68M | 2.54% | +653+4.9% | Added |
| Cassaday & Co Wealth Management LLC | 14,192 | $9.68M | 0.20% | +2,215+18.5% | Added |
| McLaughlin Asset Management, Inc. | 14,108 | $9.62M | 8.61% | +14,108 | New |
| Pinnacle Financial Group, LLC | 14,104 | $9.62M | 2.79% | −341−2.4% | Reduced |
| Cambridge Associates LLC | 14,105 | $9.62M | 0.16% | +50.0% | Added |
| Hoxton Planning & Management, LLC | 14,093 | $9.61M | 2.87% | +3,553+33.7% | Added |
| Vision Financial Markets LLC | 14,089 | $9.61M | 9.80% | +122+0.9% | Added |
| Formulate Financial LLC | 14,066 | $9.59M | 11.24% | +328+2.4% | Added |
| Legacy Trust | 14,032 | $9.57M | 1.79% | −184−1.3% | Reduced |
| Absolute Capital Management, LLC | 14,019 | $9.56M | 3.48% | +2,163+18.2% | Added |
| Helen Stephens Group, LLC | 14,020 | $9.56M | 2.01% | +48+0.3% | Added |
| Phillips Financial Management, LLC | 13,953 | $9.51M | 0.61% | −504−3.5% | Reduced |
| Alethea Capital Management, LLC | 13,927 | $9.50M | 4.61% | +13,927 | New |
| Waddell & Associates, LLC | 13,917 | $9.49M | 0.64% | +100+0.7% | Added |
| Columbia Asset Management | 13,892 | $9.47M | 1.68% | −265−1.9% | Reduced |
| Aegis Wealth Management LLC | 13,866 | $9.46M | 5.35% | −2,208−13.7% | Reduced |
| Washington Trust Advisors, Inc. | 13,838 | $9.44M | 0.72% | +15+0.1% | Added |
| JTC Employer Solutions Trusteee Ltd | 13,834 | $9.43M | 0.64% | 00.0% | Unchanged |
| Montis Financial, LLC | 13,814 | $9.42M | 1.86% | −1,282−8.5% | Reduced |
| Capital Investment Advisory Services, LLC | 13,805 | $9.41M | 0.67% | −154−1.1% | Reduced |
| Shared Vision Wealth Group LLC | 13,586 | $9.41M | 3.81% | +4,070+42.8% | Added |
| Westmount Partners, LLC | 13,741 | $9.37M | 2.34% | −10−0.1% | Reduced |
| Goelzer Investment Management, Inc. | 13,740 | $9.37M | 0.43% | −332−2.4% | Reduced |
| Iron Financial, LLC | 13,736 | $9.37M | 4.31% | +31+0.2% | Added |
| Cannon Advisors, Inc. | 13,556 | $9.36M | 6.60% | −774−5.4% | Reduced |
| Breakthru Advisory Services, LLC | 13,708 | $9.35M | 5.97% | 00.0% | Unchanged |
| Edgewood Management LLC | 13,680 | $9.33M | 0.04% | −5,604−29.1% | Reduced |
| Washington Capital Management Inc | 13,671 | $9.32M | 7.57% | 00.0% | Unchanged |
| Sitrin Capital Management LLC | 13,592 | $9.30M | 4.41% | +79+0.6% | Added |
| Coppell Advisory Solutions LLC | 13,514 | $9.28M | 0.93% | +5,003+58.8% | Added |
| First Washington CORP | 13,576 | $9.26M | 2.40% | −6,052−30.8% | Reduced |
| Endeavor Private Wealth, Inc. | 13,525 | $9.22M | 2.64% | +1,013+8.1% | Added |
| OmniStar Financial Group, Inc. | 13,515 | $9.22M | 5.40% | +2,165+19.1% | Added |
| Linscomb & Williams, Inc. | 13,506 | $9.21M | 0.39% | −209−1.5% | Reduced |
| Victory Capital Management Inc | 13,471 | $9.19M | 0.01% | +4,170+44.8% | Added |
| Operose Advisors LLC | 13,402 | $9.14M | 2.13% | −317−2.3% | Reduced |
| Latko Wealth Management, Ltd. | 13,368 | $9.12M | 4.46% | −394−2.9% | Reduced |
| Quadrant Private Wealth Management, LLC | 13,326 | $9.11M | 1.49% | −1,259−8.6% | Reduced |
| Cozad Asset Management Inc | 13,358 | $9.11M | 0.71% | −189−1.4% | Reduced |
| Lowery Thomas, LLC | 13,350 | $9.10M | 5.14% | −298−2.2% | Reduced |
| NBT Bank N A | 13,345 | $9.10M | 0.59% | −150−1.1% | Reduced |
| Laurel Oak Wealth Management, LLC | 13,341 | $9.10M | 1.53% | +13,341 | New |
| Certified Advisory Corp | 13,338 | $9.10M | 0.83% | +60.0% | Added |
| GWN Securities Inc. | 13,285 | $9.06M | 1.83% | +1,630+14.0% | Added |
| CVFG LLC | 13,267 | $9.05M | 6.20% | −1,143−7.9% | Reduced |
| Welch Group, LLC | 13,265 | $9.05M | 0.35% | +7,673+137.2% | Added |