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
- 1,771 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 |
|---|---|---|---|---|---|
| Pinnacle Financial Partners, Inc. | 713,007 | $486.3M | 3.67% | +713,007 | New |
| SCS Capital Management LLC | 704,587 | $481.2M | 5.10% | +1290.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 693,353 | $479.9M | 0.65% | +15,692+2.3% | Added |
| AQR Capital Management LLC | 702,909 | $479.3M | 0.25% | +128,776+22.4% | Added |
| MEMBERS Trust Co | 702,567 | $479.1M | 15.63% | −36,880−5.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 695,843 | $474.5M | 1.25% | +33,973+5.1% | Added |
| Janney Montgomery Scott LLC | 683,338 | $466.0M | 1.07% | +38,164+5.9% | Added |
| Consolidated Portfolio Review Corp | 668,759 | $456.0M | 39.40% | +661,648+9,304.6% | Added |
| Easterly Investment Partners LLC | 662,594 | $451.8M | 27.73% | +185,000+38.7% | Added |
| Baird Financial Group, Inc. | 647,158 | $441.3M | 0.69% | +27,503+4.4% | Added |
| CIBC Private Wealth Group, LLC | 644,146 | $439.3M | 0.74% | +417,135+183.8% | Added |
| Sun Life Financial INC | 624,194 | $425.7M | 22.34% | −9,865−1.6% | Reduced |
| Man Group plc | 614,856 | $419.3M | 0.80% | −596,783−49.3% | Reduced |
| AMG National Trust Bank | 587,702 | $400.8M | 9.45% | −8,989−1.5% | Reduced |
| Private Advisor Group, LLC | 585,909 | $399.5M | 1.88% | −1310.0% | Reduced |
| Alberta Investment Management Corp | 581,320 | $396.4M | 2.37% | −1,826,710−75.9% | Reduced |
| Great West Life Assurance Co | 579,187 | $395.2M | 0.69% | −576−0.1% | Reduced |
| Hackensack Meridian Health, Inc. | 558,000 | $380.5M | 34.69% | +52,500+10.4% | Added |
| SG Americas Securities, LLC | 556,326 | $379.4M | 0.50% | +384,564+223.9% | Added |
| Thrivent Financial for Lutherans | 544,598 | $371.4M | 0.66% | +131,447+31.8% | Added |
| Daido Life Insurance Co | 544,324 | $371.2M | 52.22% | 00.0% | Unchanged |
| AlTi Global, Inc. | 536,109 | $366.4M | 7.86% | −2,678−0.5% | Reduced |
| Soundwatch Capital LLC | 536,365 | $365.8M | 56.73% | −17,297−3.1% | Reduced |
| Mercer Global Advisors Inc | 535,995 | $364.5M | 0.56% | +46,459+9.5% | Added |
| GWM Advisors LLC | 604,011 | $361.1M | 1.31% | −29,390−4.6% | Reduced |
| M&T Bank Corp | 523,032 | $356.7M | 1.15% | −24,777−4.5% | Reduced |
| Quantinno Capital Management LP | 519,886 | $354.5M | 0.71% | +167,427+47.5% | Added |
| BIP Wealth, LLC | 519,051 | $354.0M | 12.49% | +6,420+1.3% | Added |
| Kestra Advisory Services, LLC | 508,077 | $346.5M | 1.43% | +46,223+10.0% | Added |
| CWM, LLC | 502,041 | $342.4M | 0.93% | +148,495+42.0% | Added |
| Passaic Partners LLC | 494,495 | $337.2M | 34.90% | −15,478−3.0% | Reduced |
| Davis R M Inc | 479,737 | $327.1M | 5.63% | −79,548−14.2% | Reduced |
| Itau Unibanco Holding S.A. | 477,457 | $325.6M | 8.04% | +28,579+6.4% | Added |
| EP Wealth Advisors, LLC | 466,906 | $318.4M | 1.65% | +466,906 | New |
| Millburn Ridgefield Corp | 466,818 | $318.3M | 7.58% | −1,146−0.2% | Reduced |
| Catalyst Capital Advisors LLC | 466,818 | $318.3M | 6.54% | −1,146−0.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 465,116 | $317.2M | 7.02% | −327,483−41.3% | Reduced |
| Two Sigma Investments, LP | 464,197 | $316.5M | 0.47% | −557,176−54.6% | Reduced |
| HB Wealth Management, LLC | 461,430 | $314.7M | 2.04% | +20,122+4.6% | Added |
| Fifth Third Bancorp | 457,285 | $311.8M | 0.99% | −20,778−4.3% | Reduced |
| Wealthspire Advisors, LLC | 446,916 | $304.8M | 2.43% | +5,473+1.2% | Added |
| Comerica Bank | 444,770 | $303.3M | 1.21% | +10,852+2.5% | Added |
| Tudor Investment Corp Et Al | 444,530 | $303.1M | 1.66% | −1,009,250−69.4% | Reduced |
| National Bank of Canada | 440,801 | $300.5M | 0.31% | +67,027+17.9% | Added |
| III Capital Management | 438,886 | $299.3M | 66.28% | +23,086+5.6% | Added |
| Whittier Trust Co | 425,183 | $294.1M | 3.19% | +6,364+1.5% | Added |
| CIBC World Markets Inc. | 423,998 | $289.1M | 0.52% | −123,726−22.6% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 417,814 | $285.7M | 17.56% | −1,168−0.3% | Reduced |
| SummitTX Capital, L.P. | 412,665 | $281.4M | 8.54% | +274,302+198.2% | Added |
| Alaska Permanent Capital Management | 405,516 | $276.5M | 20.94% | −18,908−4.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 403,527 | $275.2M | 0.97% | +25,071+6.6% | Added |
| Sanctuary Advisors, LLC | 403,009 | $274.8M | 1.50% | +43,001+11.9% | Added |
| Connable Office Inc | 402,250 | $274.3M | 25.15% | +1990.0% | Added |
| Mutual Advisors, LLC | 394,965 | $269.3M | 5.77% | +6,664+1.7% | Added |
| Deutsche Bank AG | 394,600 | $269.1M | 0.09% | +27,308+7.4% | Added |
| JANA Partners Management, LP | 391,337 | $266.9M | 13.89% | +4,700+1.2% | Added |
| TD Waterhouse Canada Inc. | 386,675 | $263.6M | 1.64% | +17,692+4.8% | Added |
| Mirae Asset Securities (USA) Inc. | 381,587 | $260.2M | 10.30% | −695−0.2% | Reduced |
| Ensign Peak Advisors, Inc | 379,907 | $259.1M | 0.46% | +182,477+92.4% | Added |
| Shulman DeMeo Asset Management LLC | 378,595 | $258.2M | 58.55% | −2,626−0.7% | Reduced |
| Jacobi Capital Management LLC | 376,016 | $256.4M | 14.86% | +4,551+1.2% | Added |
| HSBC Holdings PLC | 370,961 | $253.8M | 0.14% | −122,513−24.8% | Reduced |
| Brookstone Capital Management | 366,316 | $249.8M | 2.86% | +10,398+2.9% | Added |
| Akuna Securities LLC | 361,344 | $246.4M | 95.21% | −595,742−62.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 352,182 | $240.2M | 1.32% | +38,546+12.3% | Added |
| Stratos Wealth Partners, LTD. | 350,712 | $239.2M | 2.70% | +15,862+4.7% | Added |
| Berkshire Money Management, Inc. | 340,752 | $232.4M | 22.17% | −462−0.1% | Reduced |
| PPSC Investment Service Corp | 338,185 | $230.6M | 17.21% | +3,367+1.0% | Added |
| Sand Hill Global Advisors, LLC | 335,243 | $228.6M | 7.98% | −13,513−3.9% | Reduced |
| Bessemer Group Inc | 334,242 | $227.9M | 0.35% | +90,131+36.9% | Added |
| Trustees of Dartmouth College | 334,200 | $227.9M | 57.94% | 00.0% | Unchanged |
| Jain Global LLC | 320,524 | $218.6M | 2.13% | +320,524 | New |
| Petrus Trust Company, LTA | 317,319 | $216.4M | 21.89% | +44,500+16.3% | Added |
| Simon Quick Advisors, LLC | 314,580 | $214.5M | 9.36% | +41,663+15.3% | Added |
| TD Private Client Wealth LLC | 308,557 | $210.4M | 4.48% | −13,693−4.2% | Reduced |
| Diversify Advisory Services, LLC | 302,667 | $209.3M | 6.63% | +43,069+16.6% | Added |
| BOCHK Asset Management Ltd | 305,200 | $208.1M | 55.59% | −16,800−5.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 302,098 | $206.0M | 7.23% | +225+0.1% | Added |
| Huntington National Bank | – | $205.6M | 1.23% | – | – |
| Old National Bancorp | 301,399 | $205.5M | 3.41% | −11,413−3.6% | Reduced |
| Juniper Hill Capital Management LP | 298,574 | $203.6M | 48.62% | −14,611−4.7% | Reduced |
| Millbank Dartmoor Portsmouth LLC | 298,402 | $203.5M | 100.00% | +298,402 | New |
| ING Groep NV | 296,138 | $201.9M | 1.22% | 00.0% | Unchanged |
| Peavine Capital, LLC | 295,559 | $201.5M | 42.59% | −3,687−1.2% | Reduced |
| CV Advisors LLC | 292,575 | $199.5M | 50.89% | −3,283−1.1% | Reduced |
| Miller Investment Management, LP | 290,954 | $198.4M | 19.38% | −8,719−2.9% | Reduced |
| NorthRock Partners, LLC | 289,992 | $197.7M | 3.34% | −14,553−4.8% | Reduced |
| Equitable Holdings, Inc. | 289,891 | $197.7M | 1.35% | +13,144+4.7% | Added |
| Keybank National Association | 289,098 | $197.1M | 0.71% | −7,348−2.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 278,473 | $189.3M | 0.99% | +171,841+161.2% | Added |
| APCM Wealth Management for Individuals | 277,286 | $189.1M | 24.08% | −6,959−2.4% | Reduced |
| Teramo Advisors, LLC | 275,000 | $187.5M | 55.86% | +25,000+10.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 273,889 | $186.8M | 32.01% | −2,436−0.9% | Reduced |
| HighPoint Advisor Group LLC | 270,223 | $184.3M | 4.05% | +270,223 | New |
| Howard Capital Management Inc. | 268,924 | $183.4M | 2.37% | −1020.0% | Reduced |
| Hollencrest Capital Management | 268,559 | $183.1M | 6.34% | −1,501−0.6% | Reduced |
| Tiaa Trust, National Association | 268,241 | $182.9M | 0.44% | −3,631−1.3% | Reduced |
| FineMark National Bank & Trust | 268,215 | $182.9M | 5.71% | −1,088−0.4% | Reduced |
| State of Wyoming | 265,545 | $181.1M | 19.83% | +1,215+0.5% | Added |
| Evolution Wealth Advisors, LLC | 264,460 | $180.3M | 18.20% | +3,655+1.4% | Added |