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 |
|---|---|---|---|---|---|
| Legacy Capital Wealth Management, LLC | 7,577 | $5.16M | 3.12% | +7,577 | New |
| Blankinship & Foster, LLC | 7,562 | $5.16M | 1.11% | +86+1.2% | Added |
| Colter Lewis Investment Partners LLC | 7,542 | $5.16M | 5.96% | +7,542 | New |
| Heritage Investment Group, Inc. | 7,557 | $5.15M | 0.78% | −30−0.4% | Reduced |
| Saxon Interests, Inc. | 7,556 | $5.15M | 1.82% | −1,946−20.5% | Reduced |
| Pegasus Asset Management, Inc. | 7,544 | $5.14M | 1.58% | +6+0.1% | Added |
| Wetzel Investment Advisors, Inc. | 7,502 | $5.13M | 2.08% | −10−0.1% | Reduced |
| Peak Planning Group, LLC | 7,513 | $5.12M | 1.44% | +4,363+138.5% | Added |
| Single Point Partners, LLC | 7,469 | $5.09M | 1.01% | −27−0.4% | Reduced |
| Essex Savings Bank | 7,467 | $5.09M | 1.10% | +556+8.0% | Added |
| BlueSky Wealth Advisors, LLC | 7,456 | $5.08M | 0.67% | −20−0.3% | Reduced |
| Deltec Asset Management LLC | 7,456 | $5.08M | 0.84% | −299−3.9% | Reduced |
| ABLE Financial Group, LLC | 7,453 | $5.08M | 1.03% | +65+0.9% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 7,451 | $5.08M | 3.95% | +7,451 | New |
| M1 Capital Management LLC | 7,449 | $5.08M | 2.12% | +62+0.8% | Added |
| Aldebaran Financial Inc. | 7,375 | $5.07M | 4.69% | −411−5.3% | Reduced |
| AtlasMark Financial, Inc | 7,430 | $5.07M | 3.27% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 143,154 | $5.07M | 0.09% | +207+0.1% | Added |
| Burney Co | 7,420 | $5.06M | 0.16% | +1,718+30.1% | Added |
| Symmetry Investments LP | 7,401 | $5.05M | 0.94% | +7,401 | New |
| Moneda S.A. Administradora General de Fondos | 7,396 | $5.04M | 4.53% | +442+6.4% | Added |
| Everett Harris & Co | 7,387 | $5.04M | 0.06% | +951+14.8% | Added |
| Twin Lakes Capital Management, LLC | 7,380 | $5.03M | 2.24% | −75−1.0% | Reduced |
| Capital Wealth Alliance, LLC | 7,247 | $5.03M | 2.15% | −216−2.9% | Reduced |
| Arrow Financial Corp | 7,367 | $5.02M | 0.50% | −31−0.4% | Reduced |
| Morse Asset Management, Inc | 7,360 | $5.02M | 1.00% | +96+1.3% | Added |
| Objective Capital Management, LLC | 7,353 | $5.01M | 5.10% | −154−2.1% | Reduced |
| Pictet North America Advisors SA | 7,350 | $5.01M | 0.48% | 00.0% | Unchanged |
| Family Legacy, Inc. | 7,347 | $5.01M | 1.50% | +36+0.5% | Added |
| Fischer Investment Strategies, LLC | 7,343 | $5.01M | 2.92% | −594−7.5% | Reduced |
| WorthPointe, LLC | 7,338 | $5.00M | 1.31% | −719−8.9% | Reduced |
| RPS Advisory Solutions LLC | 7,332 | $5.00M | 2.36% | −206−2.7% | Reduced |
| Auxano Advisors, LLC | 7,331 | $5.00M | 0.99% | +438+6.4% | Added |
| Journey Beyond Wealth, LLC | 7,305 | $4.98M | 3.96% | −15−0.2% | Reduced |
| 9823 Capital, L.P. | 7,300 | $4.98M | 3.43% | +7,300 | New |
| LBMC Investment Advisors, LLC | 7,299 | $4.98M | 0.31% | +12+0.2% | Added |
| NWK Group, Inc. | 7,287 | $4.97M | 1.73% | −805−9.9% | Reduced |
| Maripau Wealth Management LLC | 7,331 | $4.97M | 2.28% | +422+6.1% | Added |
| Catalyst Private Wealth, LLC | 7,265 | $4.95M | 2.16% | −46−0.6% | Reduced |
| Brookwood Investment Group LLC | 7,265 | $4.95M | 0.60% | +706+10.8% | Added |
| Chesapeake Wealth Management | 7,262 | $4.95M | 1.48% | −279−3.7% | Reduced |
| Alley Investment Management Company, LLC | 7,254 | $4.95M | 0.58% | −34−0.5% | Reduced |
| Peachtree Investment Partners, LLC | 7,249 | $4.94M | 1.64% | +7,249 | New |
| Raffa Wealth Management, LLC | 7,248 | $4.94M | 0.76% | +4+0.1% | Added |
| Rockingstone Advisors LLC | 7,244 | $4.94M | 2.25% | −6−0.1% | Reduced |
| Ducere Wealth Management LLC | 7,210 | $4.92M | 1.90% | +7,210 | New |
| Sonata Capital Group Inc | 7,209 | $4.92M | 1.78% | +138+2.0% | Added |
| DHJJ Financial Advisors, Ltd. | 7,197 | $4.91M | 1.63% | +16+0.2% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 7,194 | $4.91M | 0.35% | +107+1.5% | Added |
| Innova Wealth Partners | 7,192 | $4.90M | 2.47% | −8,656−54.6% | Reduced |
| Wealth Watch Advisors, INC | 7,181 | $4.90M | 1.82% | +740+11.5% | Added |
| McAdam, LLC | 7,174 | $4.89M | 0.22% | −417−5.5% | Reduced |
| Eagle Global Advisors LLC | 7,173 | $4.89M | 0.18% | +688+10.6% | Added |
| TopTier Wealth Management, LLC | 7,167 | $4.89M | 3.32% | +7,167 | New |
| Generation Capital Management LLC | 7,156 | $4.88M | 3.16% | +457+6.8% | Added |
| Ledyard National Bank | 7,147 | $4.87M | 0.42% | −234−3.2% | Reduced |
| Winch Advisory Services, LLC | 7,144 | $4.87M | 1.08% | +17+0.2% | Added |
| Windsor Capital Management, LLC | 7,143 | $4.87M | 1.34% | −918−11.4% | Reduced |
| Hamilton Point Investment Advisors, LLC | 7,109 | $4.86M | 0.74% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 7,125 | $4.86M | 2.08% | +2,215+45.1% | Added |
| ICONIQ Capital, LLC | 7,122 | $4.86M | 0.07% | 00.0% | Unchanged |
| Harbour Wealth Management Group, Inc. | 7,122 | $4.86M | 3.80% | +7,122 | New |
| Jaffetilchin Investment Partners, LLC | 7,119 | $4.85M | 0.28% | +743+11.7% | Added |
| Financial Perspectives, Inc | 7,112 | $4.85M | 1.31% | +56+0.8% | Added |
| Abacus Planning Group, Inc. | 7,105 | $4.84M | 0.64% | −29−0.4% | Reduced |
| Liberty Wealth Management LLC | 7,073 | $4.82M | 0.62% | +62+0.9% | Added |
| Clear Point Advisors Inc. | 7,071 | $4.82M | 3.74% | +233+3.4% | Added |
| B & T Capital Management DBA Alpha Capital Management | 7,054 | $4.81M | 0.68% | −1,080−13.3% | Reduced |
| Boston Research & Management Inc | 7,046 | $4.80M | 1.09% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 7,017 | $4.79M | 2.10% | +17+0.2% | Added |
| Austin Asset Management Co Inc | 7,016 | $4.78M | 0.79% | +104+1.5% | Added |
| Signature Wealth Management Partners, LLC | 7,015 | $4.78M | 2.37% | −30−0.4% | Reduced |
| GW&K Investment Management, LLC | 7,011 | $4.78M | 0.04% | +1,132+19.3% | Added |
| Madden Advisory Services, Inc. | 7,005 | $4.78M | 1.92% | −198−2.7% | Reduced |
| Waterfront Wealth Inc. | 6,898 | $4.77M | 0.91% | −11−0.2% | Reduced |
| Skaana Management L.P. | 7,000 | $4.77M | 2.60% | +7,000 | New |
| Ramsay, Stattman, Vela & Price, Inc. | 6,993 | $4.77M | 0.86% | +882+14.4% | Added |
| Woodmont Investment Counsel LLC | 6,981 | $4.76M | 0.30% | −109−1.5% | Reduced |
| Private Wealth Partners, LLC | 6,932 | $4.73M | 0.33% | −1,898−21.5% | Reduced |
| Crumly & Associates Inc. | 6,910 | $4.71M | 0.99% | −54−0.8% | Reduced |
| Metlife Inc | 6,844 | $4.70M | 38.64% | +268+4.1% | Added |
| Tandem Financial, LLC | 7,975 | $4.69M | 5.66% | −8,295−51.0% | Reduced |
| Clarendon Private LLC | 6,871 | $4.69M | 3.97% | −24−0.3% | Reduced |
| Midwest Financial Network, LLC | 6,822 | $4.65M | 3.59% | +3,635+114.1% | Added |
| Courage Capital Management LLC | 6,821 | $4.65M | 6.43% | 00.0% | Unchanged |
| Two Point Capital Management, Inc. | 6,820 | $4.65M | 1.88% | −239−3.4% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6,817 | $4.65M | 0.62% | +867+14.6% | Added |
| Wellington Shields & Co., LLC | 6,816 | $4.65M | 1.15% | +2,356+52.8% | Added |
| Ironclad Investments LLC | 6,805 | $4.64M | 2.17% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 6,804 | $4.64M | 2.12% | −353−4.9% | Reduced |
| Cedarwood Wealth LLC | 6,693 | $4.64M | 5.17% | +6,693 | New |
| Revolve Wealth Partners, LLC | 6,782 | $4.62M | 0.54% | −870−11.4% | Reduced |
| Bennett Selby Investments LP | 6,772 | $4.62M | 1.49% | +145+2.2% | Added |
| Semitam Bonam LLC | 6,761 | $4.61M | 3.84% | +148+2.2% | Added |
| Alpha Cubed Investments, LLC | 6,760 | $4.61M | 0.16% | −363−5.1% | Reduced |
| Tradition Wealth Management, LLC | 6,752 | $4.60M | 0.33% | +714+11.8% | Added |
| SGL Investment Advisors, Inc. | 6,792 | $4.60M | 1.84% | +1,037+18.0% | Added |
| RKL Wealth Management LLC | 6,743 | $4.60M | 0.38% | −939−12.2% | Reduced |
| Cove Private Wealth, LLC | 6,732 | $4.59M | 1.37% | +659+10.9% | Added |
| United Bank | 6,731 | $4.59M | 0.61% | −7−0.1% | Reduced |