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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Woodstock Corp | 8,886 | $6.06M | 0.52% | +177+2.0% | Added |
| Bitterroot Capital Advisors LLC | 8,885 | $6.06M | 4.15% | +8,885 | New |
| JDM Financial Group LLC | 8,858 | $6.04M | 2.34% | −74−0.8% | Reduced |
| Samalin Investment Counsel, LLC | 8,855 | $6.04M | 2.14% | −333−3.6% | Reduced |
| Goldstone Financial Group, LLC | 8,847 | $6.03M | 0.67% | +89+1.0% | Added |
| Baker Ellis Asset Management LLC | 8,817 | $6.01M | 0.72% | −517−5.5% | Reduced |
| SOL Capital Management CO | 8,801 | $6.00M | 0.54% | +14+0.2% | Added |
| Fell Capital Management | 8,780 | $5.99M | 5.84% | +8,780 | New |
| Journey Advisory Group, LLC | 8,795 | $5.98M | 0.50% | +235+2.7% | Added |
| Evernest Financial Advisors, LLC | 8,619 | $5.98M | 1.25% | +1,008+13.2% | Added |
| Arkansas Financial Group, Inc. | 8,763 | $5.98M | 0.86% | −51−0.6% | Reduced |
| Sage Rhino Capital LLC | 8,749 | $5.97M | 1.13% | +17+0.2% | Added |
| Onyx Bridge Wealth Group LLC | 8,720 | $5.95M | 0.63% | −168−1.9% | Reduced |
| BCS Wealth Management | 8,715 | $5.94M | 0.60% | +4,334+98.9% | Added |
| OakTrust Wealth Advisors, LLC | 8,672 | $5.91M | 5.46% | +8,672 | New |
| Legacy Financial Strategies, LLC | 8,650 | $5.90M | 1.04% | +368+4.4% | Added |
| Latitude Advisors, LLC | 8,625 | $5.88M | 2.59% | −1,354−13.6% | Reduced |
| Breakwater Investment Management | 8,624 | $5.88M | 2.13% | −41−0.5% | Reduced |
| Praxis Capital Management LLC | 8,600 | $5.86M | 21.00% | +8,600 | New |
| Arrowroot Family Office, LLC | 8,599 | $5.86M | 2.13% | −197−2.2% | Reduced |
| Castle Rock Wealth Management, LLC | 8,533 | $5.85M | 1.26% | +179+2.1% | Added |
| Coordinated Financial Services, Inc. | 8,532 | $5.84M | 3.36% | −109−1.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 8,538 | $5.84M | 0.38% | +315+3.8% | Added |
| Q3 Asset Management | 8,552 | $5.83M | 1.33% | −2,768−24.5% | Reduced |
| Focused Alpha, LLC | 8,548 | $5.83M | 1.71% | +8,548 | New |
| Baron Wealth Management LLC | 8,536 | $5.82M | 1.79% | +11+0.1% | Added |
| Sightline Wealth Advisors, LLC | 8,535 | $5.82M | 2.48% | −29−0.3% | Reduced |
| Richmond Investment Services, LLC | 8,524 | $5.81M | 1.00% | +438+5.4% | Added |
| Central Valley Advisors, LLC | 8,517 | $5.81M | 1.74% | −171−2.0% | Reduced |
| Capital Analysts, LLC | 8,474 | $5.78M | 0.16% | +878+11.6% | Added |
| Chapin Davis, Inc. | 8,447 | $5.76M | 1.35% | −45−0.5% | Reduced |
| Waters Parkerson & Co., LLC | 8,434 | $5.75M | 0.28% | −395−4.5% | Reduced |
| Wimmer Associates 1, LLC | 8,427 | $5.75M | 2.67% | +214+2.6% | Added |
| Evolve Private Wealth, LLC | 8,400 | $5.74M | 0.34% | +8,400 | New |
| Camarda Financial Advisors, LLC | 8,417 | $5.74M | 2.19% | −1,269−13.1% | Reduced |
| Bellwether Advisors, LLC | 8,407 | $5.73M | 0.91% | −17−0.2% | Reduced |
| ForthRight Wealth Management, LLC | 8,379 | $5.71M | 1.64% | −111−1.3% | Reduced |
| W Advisors, LLC | 8,369 | $5.71M | 2.87% | −156−1.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 8,358 | $5.70M | 0.39% | +2,979+55.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 8,205 | $5.69M | 1.66% | +1,043+14.6% | Added |
| McDonald Partners LLC | 8,345 | $5.69M | 1.79% | +523+6.7% | Added |
| WPWealth LLP | 8,323 | $5.68M | 0.89% | −686−7.6% | Reduced |
| Garrison Point Advisors, LLC | 8,277 | $5.64M | 2.50% | +3,301+66.3% | Added |
| Laraway Financial Inc | 8,272 | $5.64M | 3.68% | +110+1.3% | Added |
| Northeast Investment Management | 8,261 | $5.63M | 0.22% | −59−0.7% | Reduced |
| Baker Boyer National Bank | 8,259 | $5.63M | 1.70% | +6,986+548.8% | Added |
| Platform Technology Partners | 8,254 | $5.63M | 1.20% | +301+3.8% | Added |
| QRG Capital Management, Inc. | 8,249 | $5.63M | 0.06% | +981+13.5% | Added |
| Harvest Investment Services, LLC | 8,236 | $5.62M | 1.06% | −1,180−12.5% | Reduced |
| Tilson Financial Group, Inc. | 8,234 | $5.61M | 1.73% | −231−2.7% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 8,194 | $5.59M | 4.85% | −3,945−32.5% | Reduced |
| TruWealth Advisors, LLC | 8,184 | $5.58M | 0.27% | +36+0.4% | Added |
| Abel Hall, LLC | 8,170 | $5.57M | 1.30% | +22+0.3% | Added |
| Jackson Wealth Management, LLC | 8,166 | $5.57M | 0.54% | +215+2.7% | Added |
| First Financial Bankshares Inc | 8,160 | $5.56M | 0.11% | −724−8.1% | Reduced |
| TrustBank | 8,148 | $5.56M | 2.32% | +8,148 | New |
| Luminvest Wealth Management LLC | 8,138 | $5.55M | 1.54% | +1,906+30.6% | Added |
| Abacus Wealth Partners, LLC | 8,120 | $5.54M | 0.54% | −423−5.0% | Reduced |
| Dba Trading, LLC | 8,100 | $5.52M | 5.51% | +8,100 | New |
| Matters Capital LLC | 8,097 | $5.52M | 4.52% | +8,097 | New |
| Greenup Street Wealth Management LLC | 8,074 | $5.51M | 0.80% | −382−4.5% | Reduced |
| Greenspring Advisors, LLC | 8,027 | $5.47M | 0.34% | +7,692+2,296.1% | Added |
| Sierra Capital LLC | 8,023 | $5.47M | 0.58% | −1,814−18.4% | Reduced |
| American Alpha Advisors, LLC | 8,006 | $5.46M | 3.45% | −350−4.2% | Reduced |
| Graham Capital Management, L.P. | 8,000 | $5.46M | 0.19% | −7,650−48.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 7,972 | $5.44M | 0.65% | +626+8.5% | Added |
| Victrix Investment Advisors | 7,963 | $5.43M | 2.10% | +7,963 | New |
| Clientfirst Wealth Management, LLC | 7,950 | $5.42M | 4.35% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 7,910 | $5.39M | 1.72% | −721−8.4% | Reduced |
| Cohen Capital Management, Inc. | 7,903 | $5.39M | 0.81% | +20.0% | Added |
| Pines Wealth Management, LLC | 7,899 | $5.39M | 1.74% | +14+0.2% | Added |
| Anchor Investment Management, LLC | 7,895 | $5.38M | 0.44% | −169−2.1% | Reduced |
| Tower View Investment Management & Research LLC | 7,876 | $5.37M | 2.66% | −110−1.4% | Reduced |
| Inspire Trust Co, N.A. | 7,871 | $5.37M | 0.88% | 00.0% | Unchanged |
| Options Solutions, LLC | 7,859 | $5.36M | 3.79% | +136+1.8% | Added |
| Liberty Square Wealth Partners LLC | 7,851 | $5.35M | 1.53% | +217+2.8% | Added |
| Syntax Research, Inc. | 7,839 | $5.35M | 3.30% | −281−3.5% | Reduced |
| Little House Capital LLC | 7,836 | $5.34M | 1.34% | +112+1.5% | Added |
| Stairway Partners, LLC | 7,829 | $5.34M | 0.28% | −2,026−20.6% | Reduced |
| Cape Investment Advisory, Inc. | 7,819 | $5.33M | 1.64% | +6,580+531.1% | Added |
| Trust Co | 7,806 | $5.32M | 0.50% | +7,226+1,245.9% | Added |
| Shaker Financial Services, LLC | 7,781 | $5.32M | 1.69% | +3,099+66.2% | Added |
| Sassicaia Capital Advisers LLC | 7,800 | $5.32M | 11.65% | +6,900+766.7% | Added |
| Long Run Wealth Advisors, LLC | 7,786 | $5.31M | 1.00% | +16+0.2% | Added |
| Fiduciary Wealth Partners, LLC | 7,776 | $5.30M | 2.17% | +43+0.6% | Added |
| Rialto Wealth Management, LLC | 7,769 | $5.30M | 1.27% | −268−3.3% | Reduced |
| MidWestOne Financial Group, Inc. | 7,753 | $5.29M | 0.59% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 7,753 | $5.29M | 1.74% | −201−2.5% | Reduced |
| Almanack Investment Partners, LLC. | 7,724 | $5.27M | 0.90% | −1,604−17.2% | Reduced |
| Advisortrust Partners, LLC | 7,721 | $5.27M | 2.31% | +7,721 | New |
| Marshall Investment Management, LLC | 7,703 | $5.25M | 2.64% | −2,880−27.2% | Reduced |
| Rebalance, LLC | 7,702 | $5.25M | 0.31% | +20.0% | Added |
| Oribel Capital Management, LP | 7,700 | $5.25M | 0.51% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 7,699 | $5.25M | 2.90% | +7,699 | New |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 7,654 | $5.23M | 12.02% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 7,668 | $5.23M | 0.54% | −238−3.0% | Reduced |
| Visionary Wealth Advisors | 7,658 | $5.22M | 0.24% | +612+8.7% | Added |
| FSM Wealth Advisors, LLC | 7,591 | $5.18M | 0.71% | +923+13.8% | Added |
| BOK Financial Private Wealth, Inc. | 7,561 | $5.17M | 0.32% | +146+2.0% | Added |
| XML Financial, LLC | 7,568 | $5.16M | 0.42% | −80−1.0% | Reduced |