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 |
|---|---|---|---|---|---|
| Ibex Wealth Advisors | 11,491 | $7.84M | 0.77% | +1,028+9.8% | Added |
| Cornerstone Advisors Asset Management, LLC | 11,467 | $7.82M | 1.27% | −581−4.8% | Reduced |
| Selby Wealth Management, LLC | 11,462 | $7.82M | 3.15% | +11,462 | New |
| Cordatus Wealth Management LLC | 11,453 | $7.81M | 1.81% | −4,799−29.5% | Reduced |
| Joseph P. Lucia & Associates, LLC | 11,444 | $7.80M | 2.81% | +622+5.7% | Added |
| URS Advisory LLC | 11,416 | $7.78M | 6.47% | +11,416 | New |
| Balentine LLC | 11,384 | $7.76M | 0.29% | +157+1.4% | Added |
| Patten Group, Inc. | 11,356 | $7.74M | 1.43% | −651−5.4% | Reduced |
| Well Done, LLC | 11,341 | $7.73M | 1.16% | −320−2.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 11,108 | $7.73M | 0.07% | +88+0.8% | Added |
| Stronghold Wealth Management L.L.C. | 11,316 | $7.72M | 11.40% | +11,316 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 11,303 | $7.71M | 0.38% | −214−1.9% | Reduced |
| Bragg Financial Advisors, Inc | 11,298 | $7.70M | 0.25% | −303−2.6% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 11,250 | $7.67M | 0.86% | −191−1.7% | Reduced |
| Park Capital Management, LLC | 11,240 | $7.66M | 5.49% | +2,810+33.3% | Added |
| BTC Capital Management, Inc. | 11,227 | $7.66M | 0.53% | 00.0% | Unchanged |
| Port Capital LLC | 11,205 | $7.64M | 0.33% | −187−1.6% | Reduced |
| FSC Wealth Advisors, LLC | 11,199 | $7.64M | 12.39% | −17,058−60.4% | Reduced |
| Market Street Wealth Management Advisors LLC | 11,197 | $7.64M | 1.19% | −220−1.9% | Reduced |
| Ashford Capital Management Inc | 11,169 | $7.62M | 0.85% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 11,124 | $7.59M | 2.82% | −155−1.4% | Reduced |
| RWM Asset Management, LLC | 10,946 | $7.58M | 0.87% | +1,243+12.8% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 11,119 | $7.58M | 2.63% | −189−1.7% | Reduced |
| SkyView Investment Advisors, LLC | 11,115 | $7.58M | 0.96% | −24−0.2% | Reduced |
| One Day In July LLC | 11,098 | $7.57M | 0.62% | +206+1.9% | Added |
| Surience Private Wealth LLC | 11,047 | $7.53M | 8.52% | −658−5.6% | Reduced |
| New Republic Capital, LLC | 11,002 | $7.50M | 2.00% | +477+4.5% | Added |
| Checchi Capital Advisers, LLC | 11,000 | $7.50M | 0.51% | −293−2.6% | Reduced |
| Secure Asset Management, LLC | 10,989 | $7.49M | 1.18% | +601+5.8% | Added |
| Intact Investment Management Inc. | 10,985 | $7.49M | 0.22% | 00.0% | Unchanged |
| Camelot Technology Advisors, Inc. | 10,964 | $7.48M | 5.62% | +1,593+17.0% | Added |
| High Net Worth Advisory Group LLC | 10,956 | $7.47M | 1.72% | +10.0% | Added |
| Drexel Morgan & Co. | 10,911 | $7.44M | 1.16% | 00.0% | Unchanged |
| Castellan Group, LLC | 10,909 | $7.44M | 0.94% | +10,909 | New |
| Gillespie Robinson & Grimm Inc | 10,892 | $7.43M | 0.52% | −1,180−9.8% | Reduced |
| Northern Financial Advisors Inc | 10,871 | $7.41M | 8.48% | −12,461−53.4% | Reduced |
| Moran Wealth Management, LLC | 10,864 | $7.41M | 0.23% | −84,932−88.7% | Reduced |
| Strategy Asset Managers LLC | 10,849 | $7.40M | 1.22% | −74−0.7% | Reduced |
| Shoker Investment Counsel, Inc. | 10,835 | $7.39M | 2.17% | +228+2.1% | Added |
| Polymer Capital Management (HK) LTD | 10,829 | $7.38M | 1.15% | +400+3.8% | Added |
| Blueprint Financial Advisors LLC | 10,785 | $7.35M | 1.12% | −1,141−9.6% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 10,774 | $7.35M | 0.34% | +10,774 | New |
| Rational Advisors LLC | 10,760 | $7.34M | 0.75% | +5,154+91.9% | Added |
| Monticello Wealth Management, LLC | 10,710 | $7.31M | 0.47% | +101+1.0% | Added |
| Maseco LLP | 10,712 | $7.30M | 0.32% | +30.0% | Added |
| Cypress Financial Planning LLC | 10,636 | $7.30M | 2.04% | +969+10.0% | Added |
| Oliver Luxxe Assets LLC | 10,698 | $7.30M | 1.11% | −240−2.2% | Reduced |
| TL Private Wealth | 10,495 | $7.28M | 2.80% | −136−1.3% | Reduced |
| SageView Advisory Group, LLC | 10,682 | $7.28M | 0.25% | −4,907−31.5% | Reduced |
| Wick Capital Partners, LLC | 10,681 | $7.28M | 1.31% | −25−0.2% | Reduced |
| Florida Financial Advisors, LLC | 10,676 | $7.28M | 1.98% | +47+0.4% | Added |
| Lifeworks Advisors, LLC | 10,650 | $7.26M | 0.94% | +10,650 | New |
| CSS LLC | 10,646 | $7.26M | 0.41% | −10,658−50.0% | Reduced |
| Clarkston Capital Partners, LLC | 10,628 | $7.25M | 0.17% | +4,903+85.6% | Added |
| Bridges Investment Management Inc | 10,595 | $7.23M | 0.09% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 10,590 | $7.22M | 1.65% | −17−0.2% | Reduced |
| Daybright Advisory Services, Inc. | 10,590 | $7.22M | 1.93% | +10,590 | New |
| ASB Consultores, LLC | 10,428 | $7.22M | 31.46% | −3,364−24.4% | Reduced |
| Founders Capital Management | 10,567 | $7.21M | 3.74% | −80−0.8% | Reduced |
| Ruggiero Investments, Inc. | 10,564 | $7.20M | 6.50% | +10,564 | New |
| Ssa Swiss Advisors AG | 10,554 | $7.20M | 3.35% | −1,288−10.9% | Reduced |
| Rossmore Private Capital | 10,509 | $7.19M | 0.64% | +2,675+34.1% | Added |
| Guidance Point Advisors, LLC | 10,502 | $7.17M | 1.66% | +71+0.7% | Added |
| JustInvest LLC | 10,504 | $7.16M | 0.07% | −1,234−10.5% | Reduced |
| GAMMA Investing LLC | 10,492 | $7.15M | 0.36% | +390+3.9% | Added |
| Founders Financial Alliance, LLC | 10,482 | $7.15M | 1.35% | −125−1.2% | Reduced |
| Sterneck Capital Management, LLC | 10,476 | $7.14M | 3.22% | +644+6.6% | Added |
| Piedmont Capital Management, LLC | 10,473 | $7.14M | 4.70% | +10,473 | New |
| Aurora Private Wealth, Inc. | 10,457 | $7.13M | 4.69% | +10,457 | New |
| Clear Creek Financial Management, LLC | 10,444 | $7.13M | 0.58% | −6,071−36.8% | Reduced |
| ZWJ Investment Counsel Inc | 10,439 | $7.12M | 0.26% | −2,740−20.8% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10,418 | $7.10M | 0.43% | +3,068+41.7% | Added |
| Iowa State Bank | 10,406 | $7.10M | 1.33% | +290+2.9% | Added |
| Darrow Company, Inc. | 10,371 | $7.07M | 3.18% | +789+8.2% | Added |
| TruNorth Capital Management, LLC | 10,365 | $7.07M | 1.34% | +20.0% | Added |
| Old Mission Investment Co LLC | 10,335 | $7.07M | 1.69% | +523+5.3% | Added |
| NWF Advisory Services Inc. | 10,359 | $7.06M | 0.78% | −1,455−12.3% | Reduced |
| Armbruster Capital Management, Inc. | 10,347 | $7.06M | 1.18% | −123−1.2% | Reduced |
| Hohimer Wealth Management, LLC | 10,323 | $7.04M | 0.95% | +401+4.0% | Added |
| Curry Webb Wealth Management LLC | 10,322 | $7.04M | 3.49% | +10,322 | New |
| Peoples Bank | 10,320 | $7.04M | 4.37% | −50.0% | Reduced |
| Amplius Wealth Advisors, LLC | 10,312 | $7.03M | 0.59% | +172+1.7% | Added |
| RHL Group, LLC | 10,310 | $7.03M | 5.65% | +10,310 | New |
| Acadian Asset Management LLC | 10,310 | $7.03M | 0.01% | +1,189+13.0% | Added |
| Ascent Group, LLC | 10,285 | $7.01M | 0.24% | −135−1.3% | Reduced |
| RK Capital Management, LLC | 10,267 | $7.00M | 0.43% | −30,500−74.8% | Reduced |
| Ellenbecker Investment Group | 10,264 | $7.00M | 0.98% | −213−2.0% | Reduced |
| Dale Q Rice Investment Management Ltd | 10,260 | $7.00M | 5.01% | −249−2.4% | Reduced |
| Sharper & Granite LLC | 10,248 | $6.99M | 2.46% | 00.0% | Unchanged |
| Stone Wealth Partners | 10,245 | $6.99M | 6.22% | +10,245 | New |
| GSB Wealth Management, LLC | 10,241 | $6.98M | 1.58% | −657−6.0% | Reduced |
| Forty-three Eighteen Advisors, LLC | 10,207 | $6.96M | 5.41% | +10,207 | New |
| Novak & Powell Financial Services, Inc. | 10,197 | $6.95M | 3.63% | −42−0.4% | Reduced |
| Thompson David Blair | 10,170 | $6.94M | 3.96% | +10,170 | New |
| Alta Capital Management LLC | 10,167 | $6.93M | 0.46% | +10,167 | New |
| Genesee Capital Advisors, LLC | 10,164 | $6.93M | 2.79% | +836+9.0% | Added |
| Limestone Investment Advisors LP | 10,144 | $6.92M | 4.68% | −90,161−89.9% | Reduced |
| Essential Planning, LLC. | 10,143 | $6.92M | 2.21% | +2,885+39.7% | Added |
| Crews Bank & Trust | 10,130 | $6.91M | 0.99% | +58+0.6% | Added |
| Willis Johnson & Associates, Inc. | 10,116 | $6.90M | 0.43% | +3,897+62.7% | Added |