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 |
|---|---|---|---|---|---|
| Outlook Wealth Advisors, LLC | 6,730 | $4.59M | 1.04% | −122−1.8% | Reduced |
| Cascades Capital Asset Management, LLC | 6,729 | $4.59M | 1.92% | +4+0.1% | Added |
| Roffman Miller Associates Inc | 6,729 | $4.59M | 0.25% | −58−0.9% | Reduced |
| Polen Capital Management LLC | 6,717 | $4.58M | 0.02% | +4,210+167.9% | Added |
| Icapital Wealth LLC | 6,717 | $4.58M | 2.23% | −809−10.7% | Reduced |
| Consolidated Planning Corp | 6,710 | $4.58M | 0.46% | −660−9.0% | Reduced |
| Tennessee Valley Asset Management Partners | 6,709 | $4.58M | 0.59% | −200−2.9% | Reduced |
| Stephenson National Bank & Trust | 6,704 | $4.57M | 1.32% | 00.0% | Unchanged |
| Avalon Trust Co | 6,696 | $4.57M | 0.30% | −567−7.8% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 6,690 | $4.56M | 4.98% | +569+9.3% | Added |
| Libra Wealth LLC | 6,678 | $4.55M | 1.27% | 00.0% | Unchanged |
| Hillman Capital Management, Inc. | 6,676 | $4.55M | 2.86% | +6,676 | New |
| Highland Capital Management, LLC | 6,674 | $4.55M | 0.23% | −74−1.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 6,672 | $4.55M | 1.37% | +269+4.2% | Added |
| Insight Wealth Strategies, LLC | 6,667 | $4.55M | 0.52% | +47+0.7% | Added |
| SeaBridge Investment Advisors LLC | 6,655 | $4.54M | 0.75% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 6,632 | $4.54M | 0.52% | +66+1.0% | Added |
| TownSquare Capital, LLC | 6,642 | $4.53M | 1.02% | −11,338−63.1% | Reduced |
| Semus Wealth Partners LLC | 6,632 | $4.52M | 2.44% | +14+0.2% | Added |
| BridgePort Financial Solutions, LLC | 6,630 | $4.52M | 1.21% | −639−8.8% | Reduced |
| Enclave Advisors LLC | 6,613 | $4.51M | 0.64% | +5+0.1% | Added |
| Home Federal Bank of Tennessee | 6,602 | $4.50M | 1.17% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 6,595 | $4.50M | 3.06% | −85−1.3% | Reduced |
| Beacon Financial Advisory LLC | 6,586 | $4.49M | 1.04% | +179+2.8% | Added |
| Thoroughbred Financial Services, LLC | 6,581 | $4.49M | 0.27% | +43+0.7% | Added |
| Juncture Wealth Strategies, LLC | 6,572 | $4.48M | 1.48% | +63+1.0% | Added |
| Roberts Glore & Co Inc | 6,571 | $4.48M | 1.19% | +755+13.0% | Added |
| Mengis Capital Management, Inc. | 6,568 | $4.48M | 0.79% | −131−2.0% | Reduced |
| Dearborn Partners LLC | 6,557 | $4.47M | 0.22% | +4,179+175.7% | Added |
| Sunesis Advisors, LLC | 6,557 | $4.47M | 2.02% | −36−0.5% | Reduced |
| Charter Oak Capital Management, LLC | 6,548 | $4.47M | 0.34% | −271−4.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 6,548 | $4.46M | 0.21% | +294+4.7% | Added |
| Pincus Capital Management, LP | 6,536 | $4.46M | 2.97% | +6,536 | New |
| Stonebridge Financial Group, LLC | 6,530 | $4.45M | 0.38% | +187+2.9% | Added |
| AssuredPartners Investment Advisors, LLC | 6,522 | $4.45M | 0.66% | +1,955+42.8% | Added |
| Howard Wealth Management, LLC | 6,511 | $4.44M | 1.94% | −38−0.6% | Reduced |
| American State Bank (Iowa) | 6,508 | $4.44M | 2.13% | +11+0.2% | Added |
| Ewa, LLC | 6,508 | $4.44M | 1.08% | +709+12.2% | Added |
| Investmark Advisory Group LLC | 6,504 | $4.44M | 1.89% | +14+0.2% | Added |
| VanderPol Investments L.L.C. | 6,500 | $4.43M | 8.46% | −1,700−20.7% | Reduced |
| Curbstone Financial Management Corp | 6,499 | $4.43M | 0.85% | −268−4.0% | Reduced |
| Parcion Private Wealth LLC | 6,483 | $4.42M | 0.27% | −438−6.3% | Reduced |
| Red Door Wealth Management, LLC | 6,475 | $4.42M | 0.46% | +1,667+34.7% | Added |
| Prism Advisors, Inc. | 6,466 | $4.41M | 1.18% | −9,457−59.4% | Reduced |
| Fragasso Group Inc. | 6,457 | $4.40M | 0.27% | +72+1.1% | Added |
| Midland Wealth Advisors LLC | 6,451 | $4.40M | 0.23% | −190−2.9% | Reduced |
| Crossmark Global Holdings, Inc. | 6,445 | $4.40M | 0.06% | +2,876+80.6% | Added |
| Total Clarity Wealth Management, Inc. | 6,441 | $4.39M | 1.06% | −351−5.2% | Reduced |
| Clark Capital Management Group, Inc. | 6,434 | $4.39M | 0.03% | +1,158+21.9% | Added |
| Riggs Asset Managment Co. Inc. | 6,432 | $4.39M | 0.88% | −202−3.0% | Reduced |
| Pacitti Group Inc. | 6,414 | $4.38M | 1.61% | −126−1.9% | Reduced |
| Tanglewood Legacy Advisors, LLC | 6,390 | $4.36M | 1.64% | +149+2.4% | Added |
| First Interstate Bank | 6,389 | $4.36M | 0.23% | −43−0.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 6,383 | $4.35M | 0.46% | −30.0% | Reduced |
| ELCO Management Co., LLC | 6,375 | $4.35M | 2.74% | −1,350−17.5% | Reduced |
| Elm Partners Management LLC | 6,364 | $4.34M | 0.20% | −699−9.9% | Reduced |
| North Capital, Inc. | 6,356 | $4.33M | 3.74% | −80−1.2% | Reduced |
| Stephenson & Company, Inc. | 6,355 | $4.33M | 2.38% | +47+0.7% | Added |
| Mayport, LLC | 6,353 | $4.33M | 0.87% | −12−0.2% | Reduced |
| First National Bank Sioux Falls | 6,346 | $4.33M | 1.30% | +417+7.0% | Added |
| Griffith & Werner, Inc. | 6,345 | $4.33M | 2.20% | −79−1.2% | Reduced |
| Interchange Capital Partners, LLC | 6,344 | $4.33M | 0.80% | +2,777+77.9% | Added |
| M3 Advisory Group, LLC | 6,325 | $4.31M | 2.63% | +61+1.0% | Added |
| Boston Trust Walden Corp | 6,318 | $4.31M | 0.03% | 00.0% | Unchanged |
| Retireful, LLC | 6,256 | $4.30M | 5.39% | −10,680−63.1% | Reduced |
| Drucker Wealth 3.0, LLC | 6,301 | $4.30M | 0.76% | −53−0.8% | Reduced |
| Element Wealth, LLC | 6,301 | $4.30M | 1.78% | −180−2.8% | Reduced |
| First United Bank Trust | 6,292 | $4.29M | 1.37% | −15−0.2% | Reduced |
| Farmers National Bank | 6,292 | $4.29M | 0.96% | +48+0.8% | Added |
| Strategic Planning, Inc. | 6,270 | $4.28M | 2.30% | +6,270 | New |
| Castleview Partners, LLC | 6,267 | $4.27M | 2.12% | +474+8.2% | Added |
| Orgel Wealth Management, LLC | 6,263 | $4.27M | 0.09% | −36−0.6% | Reduced |
| Tillman Hartley LLC | 6,261 | $4.27M | 1.07% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 6,251 | $4.26M | 1.51% | −114−1.8% | Reduced |
| Councilmark Asset Management, LLC | 6,245 | $4.26M | 2.38% | 00.0% | Unchanged |
| DDD Partners, LLC | 6,242 | $4.26M | 0.27% | +683+12.3% | Added |
| Colonial Trust Co | 6,242 | $4.26M | 0.57% | +30.0% | Added |
| Edge Wealth Management LLC | 6,209 | $4.23M | 0.75% | −489−7.3% | Reduced |
| Horizon Wealth Management, LLC | 6,205 | $4.23M | 0.66% | −397−6.0% | Reduced |
| Alchemi Wealth, LLC | 6,201 | $4.23M | 2.31% | +6,201 | New |
| Next Capital Management LLC | 6,195 | $4.23M | 1.35% | +347+5.9% | Added |
| Orleans Capital Management Corp | 6,195 | $4.22M | 2.62% | +4,800+344.1% | Added |
| SC&H Financial Advisors, Inc. | 6,185 | $4.22M | 0.65% | +452+7.9% | Added |
| Octavia Wealth Advisors, LLC | 6,161 | $4.21M | 0.40% | +51+0.8% | Added |
| Investment Insight Wealth Management, LLC | 6,169 | $4.21M | 4.13% | +6,169 | New |
| Forza Wealth Management, LLC | 6,168 | $4.21M | 1.52% | −61−1.0% | Reduced |
| Pullen Investment Management, LLC | 6,165 | $4.20M | 2.21% | 00.0% | Unchanged |
| Jones Kertz & Associates, Inc. | 6,161 | $4.20M | 2.16% | +6,161 | New |
| Northwest Bancshares, Inc. | 6,137 | $4.18M | 0.81% | +325+5.6% | Added |
| Per Stirling Capital Management, LLC. | 6,134 | $4.18M | 0.47% | −278−4.3% | Reduced |
| BCM Advisors, LLC | 6,068 | $4.18M | 0.80% | 00.0% | Unchanged |
| Sage Financial Group Inc | 6,128 | $4.18M | 0.28% | +10+0.2% | Added |
| Cornerstone Advisory, LLC | 6,125 | $4.18M | 0.40% | +486+8.6% | Added |
| NFP Retirement, Inc. | 6,110 | $4.17M | 0.25% | −567−8.5% | Reduced |
| Prasad Wealth Partners, LLC | 6,086 | $4.15M | 1.11% | +218+3.7% | Added |
| North Star Asset Management Inc | 6,083 | $4.15M | 0.17% | +34+0.6% | Added |
| Affiance Financial, LLC | 6,079 | $4.15M | 0.67% | −29−0.5% | Reduced |
| Vulcan Value Partners, LLC | 6,023 | $4.14M | 0.07% | +5,720+1,887.8% | Added |
| CIBC World Markets Corp | 6,075 | $4.14M | 0.02% | +6,075 | New |
| F&V Capital Management, LLC | 6,069 | $4.14M | 0.88% | −47−0.8% | Reduced |