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 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 10,102 | $6.89M | 0.30% | +20.0% | Added |
| MinichMacGregor Wealth Management, LLC | 10,088 | $6.88M | 1.25% | −2,600−20.5% | Reduced |
| Plotkin Financial Advisors, LLC | 10,084 | $6.88M | 3.35% | +289+3.0% | Added |
| USAdvisors Wealth Management, LLC | 10,078 | $6.87M | 2.27% | +40+0.4% | Added |
| Litman Gregory Asset Management LLC | 10,008 | $6.82M | 0.50% | −7−0.1% | Reduced |
| Pentwater Capital Management LP | 10,000 | $6.82M | 0.05% | −390,000−97.5% | Reduced |
| Glaxis Capital Management, LLC | 10,000 | $6.82M | 11.67% | +5,000+100.0% | Added |
| Ehrenkranz Partners L.P. | 9,976 | $6.82M | 7.72% | +11+0.1% | Added |
| New Age Alpha Advisors, LLC | 9,993 | $6.81M | 0.29% | −1,550−13.4% | Reduced |
| Guyasuta Investment Advisors Inc | 9,991 | $6.81M | 0.39% | −494−4.7% | Reduced |
| Creative Financial Designs Inc | 9,976 | $6.80M | 0.43% | −212−2.1% | Reduced |
| Meritage Portfolio Management | 9,966 | $6.80M | 0.45% | −724−6.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 9,965 | $6.79M | 0.02% | −14−0.1% | Reduced |
| Naples Global Advisors, LLC | 9,935 | $6.79M | 0.51% | +258+2.7% | Added |
| Concorde Asset Management, LLC | 9,958 | $6.79M | 2.72% | +196+2.0% | Added |
| Institute for Wealth Management, LLC. | 9,939 | $6.78M | 0.72% | −1,002−9.2% | Reduced |
| White Pine Capital LLC | 9,926 | $6.77M | 1.86% | −15−0.2% | Reduced |
| Providence First Trust Co | 9,854 | $6.72M | 2.33% | −1,750−15.1% | Reduced |
| Beta Wealth Group, Inc. | 9,853 | $6.72M | 2.70% | −121−1.2% | Reduced |
| Continuum Advisory, LLC | 9,849 | $6.72M | 0.67% | +2,055+26.4% | Added |
| Oder Investment Management, LLC | 9,814 | $6.69M | 4.85% | −272−2.7% | Reduced |
| Fox Run Management, L.L.C. | 9,807 | $6.69M | 1.03% | +9,807 | New |
| Weaver Capital Management LLC | 9,765 | $6.66M | 1.41% | −131−1.3% | Reduced |
| Asset Advisory Group, Inc. | 9,744 | $6.65M | 3.32% | +9,744 | New |
| Colony Family Offices, LLC | 9,711 | $6.64M | 1.66% | +761+8.5% | Added |
| Bay Rivers Group | 9,711 | $6.62M | 2.68% | +15+0.2% | Added |
| Legacy Wealth Management, Inc | 9,711 | $6.62M | 0.38% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 9,706 | $6.62M | 1.30% | −3,170−24.6% | Reduced |
| Marin Bay Wealth Advisors, LLC | 9,692 | $6.61M | 3.79% | +9,692 | New |
| HCR Wealth Advisors | 9,684 | $6.60M | 0.65% | +230+2.4% | Added |
| My Personal CFO, LLC | 9,682 | $6.60M | 2.75% | +8,519+732.5% | Added |
| Morton Capital Management LLC | 9,682 | $6.60M | 1.01% | −28−0.3% | Reduced |
| GatePass Capital, LLC | 9,678 | $6.60M | 3.40% | +2,868+42.1% | Added |
| LRI Investments, LLC | 9,663 | $6.59M | 0.53% | −36−0.4% | Reduced |
| Omnia Family Wealth, LLC | 9,627 | $6.58M | 1.94% | +873+10.0% | Added |
| Fortitude Advisory Group L.L.C. | 9,647 | $6.58M | 2.79% | −123−1.3% | Reduced |
| Fusion Family Wealth LLC | 9,635 | $6.57M | 0.50% | −6−0.1% | Reduced |
| Orca Investment Management, LLC | 9,607 | $6.55M | 5.16% | −20.0% | Reduced |
| LCNB Corp | 9,599 | $6.55M | 2.19% | −72−0.7% | Reduced |
| Nautilus Advisors LLC | 9,595 | $6.54M | 4.27% | +71+0.7% | Added |
| American Institute for Advanced Investment Management, LLP | 9,595 | $6.54M | 4.21% | −58−0.6% | Reduced |
| Private Capital Management, LLC | 9,585 | $6.54M | 0.62% | +23+0.2% | Added |
| Marks Group Wealth Management, Inc | 9,570 | $6.53M | 0.62% | −193−2.0% | Reduced |
| MGO Private Wealth, LLC | 9,569 | $6.53M | 4.04% | −1,022−9.6% | Reduced |
| Atlas Legacy Advisors, LLC | 9,530 | $6.50M | 1.14% | +641+7.2% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 9,522 | $6.49M | 0.48% | −832−8.0% | Reduced |
| Garden State Investment Advisory Services LLC | 9,459 | $6.46M | 1.53% | −312−3.2% | Reduced |
| Richards, Merrill & Peterson, Inc. | 9,436 | $6.43M | 2.47% | +112+1.2% | Added |
| Invst, LLC | 9,434 | $6.43M | 0.70% | +3,354+55.2% | Added |
| Fiduciary Planning LLC | 9,433 | $6.43M | 1.95% | −72−0.8% | Reduced |
| Personal Cfo Solutions, LLC | 9,416 | $6.42M | 1.02% | +342+3.8% | Added |
| KKM Financial LLC | 9,409 | $6.42M | 1.14% | −82−0.9% | Reduced |
| Solano Wealth Investment Advisors LLC | 9,407 | $6.41M | 3.18% | −1,224−11.5% | Reduced |
| Loudon Investment Management, LLC | 9,402 | $6.41M | 3.35% | −65−0.7% | Reduced |
| Kraft, Davis & Associates, LLC | 9,243 | $6.41M | 1.44% | −9−0.1% | Reduced |
| Defined Wealth Management, LLC | 9,394 | $6.41M | 3.69% | −87−0.9% | Reduced |
| Hyposwiss Advisors SA | 9,380 | $6.40M | 6.27% | +9,380 | New |
| Pinnacle Bancorp, Inc. | 9,379 | $6.40M | 1.87% | +36+0.4% | Added |
| Allegheny Financial Group LTD | 9,378 | $6.40M | 0.95% | +17+0.2% | Added |
| Seelaus Asset Management LLC | 9,361 | $6.39M | 5.07% | −137−1.4% | Reduced |
| Morris Financial Concepts, Inc. | 9,351 | $6.38M | 2.23% | −20.0% | Reduced |
| Vista Capital Partners, Inc. | 9,348 | $6.37M | 0.63% | +463+5.2% | Added |
| Mosaic Family Wealth Partners, LLC | 9,347 | $6.37M | 0.70% | −201−2.1% | Reduced |
| HORAN Wealth, LLC | 9,343 | $6.37M | 0.98% | +40.0% | Added |
| Kearns & Associates LLC | 9,340 | $6.37M | 3.29% | −148−1.6% | Reduced |
| London & Capital Asset Management Ltd | 9,334 | $6.36M | 0.07% | +9,334 | New |
| American National Bank | 9,331 | $6.36M | 0.60% | +138+1.5% | Added |
| Syon Capital LLC | 9,320 | $6.36M | 0.32% | +6,094+188.9% | Added |
| Barrett & Company, Inc. | 9,308 | $6.35M | 2.12% | +79+0.9% | Added |
| AXS Investments LLC | 9,259 | $6.31M | 2.17% | +2,559+38.2% | Added |
| GW Henssler & Associates Ltd | 9,250 | $6.31M | 0.30% | +1,959+26.9% | Added |
| GSG Advisors LLC | 9,213 | $6.28M | 1.62% | −7−0.1% | Reduced |
| WealthShield Partners, LLC | 9,211 | $6.28M | 0.69% | −155−1.7% | Reduced |
| Madison Wealth Partners, Inc | 9,172 | $6.25M | 1.14% | +8+0.1% | Added |
| Stephen J. Garry & Associates, LLC | 9,142 | $6.23M | 4.94% | −431−4.5% | Reduced |
| Capital Asset Advisory Services LLC | 8,999 | $6.23M | 0.25% | −237−2.6% | Reduced |
| Parker Investment Management, LLC | 9,129 | $6.23M | 0.89% | +221+2.5% | Added |
| Delta Investment Management, LLC | 9,125 | $6.22M | 1.08% | +2,128+30.4% | Added |
| Walkner Condon Financial Advisors LLC | 9,110 | $6.21M | 0.86% | −99−1.1% | Reduced |
| LJI Wealth Management, LLC | 9,100 | $6.21M | 0.95% | +633+7.5% | Added |
| OneAscent Financial Services LLC | 9,092 | $6.20M | 0.57% | −1,244−12.0% | Reduced |
| Orin Green Financial, LLC | 9,060 | $6.18M | 2.47% | −130−1.4% | Reduced |
| Excelsior Advisor Network LLC | 9,056 | $6.18M | 3.00% | +9,056 | New |
| Levin Capital Strategies, L.P. | 9,052 | $6.17M | 0.54% | −3,246−26.4% | Reduced |
| FreeGulliver LLC | 9,032 | $6.16M | 2.75% | −1,006−10.0% | Reduced |
| Red Cedar Investment Management, LLC | 9,025 | $6.15M | 0.66% | 00.0% | Unchanged |
| Tompkins Financial Corp | 9,023 | $6.15M | 0.48% | +479+5.6% | Added |
| Traynor Capital Management, Inc. | 9,017 | $6.15M | 0.34% | −76−0.8% | Reduced |
| Acropolis Investment Management, LLC | 9,013 | $6.15M | 0.28% | +326+3.8% | Added |
| Fogel Capital Management, Inc. | 8,997 | $6.14M | 2.83% | +21+0.2% | Added |
| Storen Legacy Partners, LLC | 8,977 | $6.12M | 1.92% | +8,977 | New |
| Range Advisory, LLC | 8,959 | $6.11M | 1.58% | +8,959 | New |
| Aureus Asset Management, LLC | 8,957 | $6.11M | 0.39% | −26−0.3% | Reduced |
| Quartz Partners, LLC | 8,957 | $6.11M | 2.27% | +1,813+25.4% | Added |
| Novus Advisors, LLC | 8,938 | $6.10M | 13.63% | −215−2.3% | Reduced |
| Marietta Wealth Management, LLC | 8,938 | $6.09M | 0.70% | −121−1.3% | Reduced |
| Vision Retirement, LLC | 8,937 | $6.09M | 1.63% | +8,937 | New |
| S.A. Mason LLC | 8,910 | $6.08M | 2.40% | −224−2.5% | Reduced |
| Leverty Financial Group, LLC | 8,910 | $6.08M | 1.45% | −32−0.4% | Reduced |
| Atlas Brown,Inc. | 8,898 | $6.07M | 1.80% | −6−0.1% | Reduced |