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 |
|---|---|---|---|---|---|
| Caliber Wealth Management, LLC | 13,245 | $9.03M | 0.97% | −1,275−8.8% | Reduced |
| Quent Capital, LLC | 13,187 | $8.99M | 0.65% | +909+7.4% | Added |
| Successful Portfolios LLC | 12,937 | $8.98M | 4.58% | +329+2.6% | Added |
| Ignite Planners, LLC | 12,913 | $8.94M | 1.37% | −475−3.5% | Reduced |
| Frisco Financial Planning LLC | 13,090 | $8.93M | 7.46% | −321−2.4% | Reduced |
| Collective Family Office LLC | 13,054 | $8.90M | 2.04% | +567+4.5% | Added |
| Autumn Glory Partners, LLC | 13,033 | $8.89M | 3.11% | +34+0.3% | Added |
| Channel Wealth LLC | 13,016 | $8.88M | 2.25% | −1,007−7.2% | Reduced |
| Old Second National Bank of Aurora | 13,012 | $8.87M | 1.77% | +2,810+27.5% | Added |
| AlphaStar Capital Management, LLC | 13,003 | $8.87M | 0.65% | +70+0.5% | Added |
| Michels Family Financial, LLC | 12,982 | $8.85M | 6.50% | +756+6.2% | Added |
| Triad Wealth Partners, LLC | 12,952 | $8.83M | 0.84% | +912+7.6% | Added |
| WBH Advisory Inc | 12,946 | $8.83M | 0.65% | −123−0.9% | Reduced |
| First City Capital Management, Inc. | 12,941 | $8.82M | 4.66% | −30−0.2% | Reduced |
| Clear Street Group Inc. | 12,922 | $8.81M | 0.05% | +1,135+9.6% | Added |
| Providence Financial Advisors, LLC | 12,906 | $8.80M | 8.78% | −2,762−17.6% | Reduced |
| Blueprint Investment Partners LLC | 12,901 | $8.80M | 0.94% | −594−4.4% | Reduced |
| Brightwater Advisory LLC | 12,842 | $8.76M | 5.92% | −121−0.9% | Reduced |
| Carret Asset Management, LLC | 12,837 | $8.75M | 0.83% | −715−5.3% | Reduced |
| Roger Wittlin Investment Advisory, LLC | 12,821 | $8.74M | 6.11% | −1,816−12.4% | Reduced |
| Spruce Point Capital Management, LLC | 12,800 | $8.73M | 21.09% | +12,800 | New |
| Burns J W & Co Inc | 12,781 | $8.72M | 0.96% | +66+0.5% | Added |
| Jackson Hole Capital Partners, LLC | 12,780 | $8.72M | 1.49% | −636−4.7% | Reduced |
| Paragon Capital Management Ltd | 12,757 | $8.70M | 1.73% | −22−0.2% | Reduced |
| RFG Advisory, LLC | 12,745 | $8.69M | 0.16% | +469+3.8% | Added |
| Glassman Wealth Services | 12,739 | $8.69M | 1.17% | −253−1.9% | Reduced |
| Green Harvest Asset Management LLC | 12,734 | $8.68M | 0.13% | +43+0.3% | Added |
| Abner Herrman & Brock LLC | 12,730 | $8.68M | 0.89% | −228−1.8% | Reduced |
| Boston Partners | 13,263 | $8.65M | 0.01% | +103+0.8% | Added |
| West Bancorporation Inc | 12,676 | $8.64M | 4.53% | 00.0% | Unchanged |
| Invesco Ltd. | 12,619 | $8.61M | 0.00% | +5,810+85.3% | Added |
| Macroview Investment Management LLC | 12,617 | $8.60M | 5.92% | +5,339+73.4% | Added |
| Covenant Asset Management, LLC | 12,605 | $8.60M | 1.66% | +87+0.7% | Added |
| Cerro Pacific Wealth Advisors LLC | 12,604 | $8.60M | 2.32% | −2,229−15.0% | Reduced |
| Madison Park Capital Advisors, LLC | 12,568 | $8.57M | 6.95% | +495+4.1% | Added |
| Farmers & Merchants Investments Inc | 12,536 | $8.55M | 0.24% | −170−1.3% | Reduced |
| Fortress Wealth Group, LLC | 12,352 | $8.55M | 3.24% | −539−4.2% | Reduced |
| Motiv8 Investments LLC | 12,527 | $8.54M | 4.66% | −78−0.6% | Reduced |
| Topsail Wealth Management, LLC | 12,510 | $8.53M | 1.25% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 12,506 | $8.53M | 3.67% | −2,150−14.7% | Reduced |
| Money Concepts Capital Corp | 12,498 | $8.52M | 0.48% | +2,396+23.7% | Added |
| American Trust | 12,488 | $8.52M | 0.72% | −170−1.3% | Reduced |
| Capital Wealth Management, LLC | 12,480 | $8.51M | 2.75% | −574−4.4% | Reduced |
| Millington Financial Advisors, LLC | 12,281 | $8.48M | 3.76% | +993+8.8% | Added |
| LCW Services, LLC | 12,397 | $8.45M | 4.50% | +12,397 | New |
| Annex Advisory Services, LLC | 12,397 | $8.45M | 0.16% | −105−0.8% | Reduced |
| Redwood Park Advisors LLC | 12,395 | $8.45M | 5.75% | +295+2.4% | Added |
| Charter Trust Co | 12,378 | $8.44M | 0.49% | −117−0.9% | Reduced |
| Key Client Fiduciary Advisors, LLC | 12,362 | $8.43M | 2.92% | +166+1.4% | Added |
| Leo Wealth, LLC | 12,343 | $8.42M | 0.61% | +651+5.6% | Added |
| World Equity Group, Inc. | 12,327 | $8.41M | 2.35% | −899−6.8% | Reduced |
| Sage Capital Management, LLC | 12,312 | $8.40M | 3.88% | +25+0.2% | Added |
| Atlas Capital Advisors LLC | 12,310 | $8.39M | 0.94% | +12,310 | New |
| Colorado Capital Management, Inc. | 12,301 | $8.39M | 3.15% | −141−1.1% | Reduced |
| Perennial Advisors, LLC | 12,289 | $8.38M | 1.41% | +347+2.9% | Added |
| Summit Wealth & Retirement Planning, Inc. | 12,280 | $8.37M | 1.97% | +50+0.4% | Added |
| Corundum Group, Inc. | 12,277 | $8.37M | 2.81% | +357+3.0% | Added |
| Peregrine Asset Advisers, Inc. | 12,275 | $8.37M | 2.36% | −979−7.4% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 12,257 | $8.36M | 1.50% | +1,498+13.9% | Added |
| Kanawha Capital Management LLC | 12,241 | $8.35M | 0.58% | −159−1.3% | Reduced |
| Veracity Capital LLC | 12,213 | $8.33M | 2.47% | +447+3.8% | Added |
| Cliffwater LLC | 12,204 | $8.32M | 1.75% | 00.0% | Unchanged |
| Aspire Capital Advisors LLC | 12,197 | $8.32M | 1.95% | +114+0.9% | Added |
| Madrid Financial Services | 12,147 | $8.28M | 5.95% | +56+0.5% | Added |
| Ameliora Wealth Management Ltd. | 12,127 | $8.27M | 2.52% | 00.0% | Unchanged |
| Warner Group LLC | 12,091 | $8.24M | 5.08% | +368+3.1% | Added |
| KFA Private Wealth Group, LLC | 12,087 | $8.24M | 2.00% | +410+3.5% | Added |
| Vienna Asset Management LLC | 12,084 | $8.24M | 4.68% | −110−0.9% | Reduced |
| Round Rock Advisors, LLC | 12,069 | $8.23M | 1.24% | −849−6.6% | Reduced |
| WealthPlan Investment Management, LLC | 12,062 | $8.23M | 0.52% | +2,523+26.4% | Added |
| Alta Wealth Advisors LLC | 12,049 | $8.22M | 2.75% | +833+7.4% | Added |
| Asset Dedication, LLC | 12,043 | $8.21M | 0.54% | +588+5.1% | Added |
| Guardian Partners Inc. | 12,003 | $8.21M | 0.66% | +198+1.7% | Added |
| Smith, Salley & Associates | 12,032 | $8.20M | 0.41% | +7,296+154.1% | Added |
| P Schoenfeld Asset Management LP | 12,000 | $8.18M | 4.01% | +12,000 | New |
| Coastwise Capital Group, LLC | 11,998 | $8.18M | 4.09% | +331+2.8% | Added |
| Panagora Asset Management Inc | 11,995 | $8.18M | 0.03% | −6,138−33.8% | Reduced |
| MUFG Securities Americas Inc. | 11,932 | $8.14M | 0.51% | 00.0% | Unchanged |
| DBK Financial Counsel, LLC | 11,926 | $8.13M | 6.25% | −48−0.4% | Reduced |
| Gratus Wealth Advisors, LLC | 11,888 | $8.11M | 1.12% | 00.0% | Unchanged |
| Tandem Investment Partners LLC | 11,886 | $8.11M | 6.84% | −234−1.9% | Reduced |
| Bank of New Hampshire | 11,884 | $8.10M | 1.82% | −772−6.1% | Reduced |
| M.D. Sass Investors Services, Inc. | 11,800 | $8.05M | 0.63% | 00.0% | Unchanged |
| Lexington Hill Partners, LLC | 11,789 | $8.04M | 6.04% | +11,789 | New |
| Herbst Group, LLC | 11,788 | $8.04M | 4.73% | +767+7.0% | Added |
| Truepoint, Inc. | 11,784 | $8.04M | 0.18% | +315+2.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 11,774 | $8.03M | 0.84% | −513−4.2% | Reduced |
| Elyxium Wealth, LLC | 11,739 | $8.01M | 2.22% | −25−0.2% | Reduced |
| Paradigm Financial Partners, LLC | 11,731 | $8.00M | 0.81% | +455+4.0% | Added |
| Summit Wealth Partners, LLC | 11,725 | $8.00M | 1.48% | −4,906−29.5% | Reduced |
| Foster Victor Wealth Advisors, LLC | 11,558 | $7.99M | 0.47% | +2,025+21.2% | Added |
| First American Trust, FSB | 11,720 | $7.99M | 0.55% | +2,153+22.5% | Added |
| Blue Fin Capital, Inc. | 11,720 | $7.99M | 1.24% | −27−0.2% | Reduced |
| Corsicana & Co. | 11,666 | $7.96M | 4.47% | −62−0.5% | Reduced |
| Seven Mile Advisory | 11,533 | $7.86M | 1.35% | −20,444−63.9% | Reduced |
| Petros Family Wealth, LLC | 11,532 | $7.86M | 5.24% | +228+2.0% | Added |
| Botty Investors LLC | 11,496 | $7.86M | 1.86% | −223−1.9% | Reduced |
| Garde Capital, Inc. | 11,528 | $7.86M | 0.47% | +115+1.0% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 11,344 | $7.85M | 1.16% | +5,395+90.7% | Added |
| Centennial Bank | 11,500 | $7.84M | 3.12% | +321+2.9% | Added |