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 |
|---|---|---|---|---|---|
| Arcus Capital Partners, LLC | 6,063 | $4.13M | 1.48% | −1,351−18.2% | Reduced |
| Charter Research & Investment Group, Inc. | 6,049 | $4.12M | 2.76% | +684+12.7% | Added |
| Logan Capital Management Inc | 6,049 | $4.12M | 0.17% | +5,543+1,095.5% | Added |
| Silvant Capital Management LLC | 6,045 | $4.12M | 0.14% | 00.0% | Unchanged |
| Cooper Financial Group | 6,044 | $4.12M | 0.44% | +1,036+20.7% | Added |
| Snowwater Investment Partners, LLC | 6,024 | $4.12M | 3.79% | +6,024 | New |
| Menora Mivtachim Holdings Ltd. | 6,040 | $4.12M | 0.02% | 00.0% | Unchanged |
| Capital City Trust Co | 6,036 | $4.12M | 0.92% | +219+3.8% | Added |
| Univest Financial Corp | 6,035 | $4.12M | 0.22% | −75−1.2% | Reduced |
| Todd Asset Management LLC | 6,027 | $4.11M | 0.08% | +4,112+214.7% | Added |
| PDS Planning, Inc | 6,020 | $4.11M | 0.27% | −28−0.5% | Reduced |
| Horizon Investment Services, LLC | 6,019 | $4.10M | 1.48% | +20.0% | Added |
| Essex LLC | 6,007 | $4.10M | 0.73% | −13−0.2% | Reduced |
| Prosperity Planning, Inc. | 6,004 | $4.09M | 1.07% | +1,781+42.2% | Added |
| Lockheed Martin Investment Management Co | 6,000 | $4.09M | 0.14% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 5,999 | $4.09M | 0.58% | −69−1.1% | Reduced |
| Turn8 Private Wealth Inc. | 5,968 | $4.07M | 2.92% | +206+3.6% | Added |
| K.J. Harrison & Partners Inc | 5,959 | $4.06M | 0.54% | +9+0.2% | Added |
| Inspirion Wealth Advisors, LLC | 5,955 | $4.06M | 0.50% | −601−9.2% | Reduced |
| Gold Investment Management Ltd. | 5,953 | $4.06M | 1.30% | +8+0.1% | Added |
| Maridea Wealth Management LLC | 5,951 | $4.06M | 0.61% | +393+7.1% | Added |
| LOM Asset Management Ltd | 5,950 | $4.06M | 1.18% | −30−0.5% | Reduced |
| Facet Wealth, Inc. | 5,820 | $4.05M | 0.07% | +2,698+86.4% | Added |
| Dunhill Financial, LLC | 5,933 | $4.05M | 0.99% | −294−4.7% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 5,931 | $4.04M | 2.65% | −139−2.3% | Reduced |
| Strategic Investment Management, LLC | 5,930 | $4.04M | 2.05% | 00.0% | Unchanged |
| Davies Financial Advisors, Inc. | 5,925 | $4.04M | 7.47% | −9,041−60.4% | Reduced |
| Braun Stacey Associates Inc | 5,924 | $4.04M | 0.13% | −123−2.0% | Reduced |
| Waycross Investment Management Co | 5,923 | $4.04M | 3.55% | −11−0.2% | Reduced |
| Lynx Capital Group Ltd | 5,919 | $4.04M | 1.85% | 00.0% | Unchanged |
| WJ Financial Advisors LLC | 5,919 | $4.04M | 3.59% | +477+8.8% | Added |
| Holistic Planning, LLC | 5,917 | $4.04M | 0.86% | −147−2.4% | Reduced |
| Sterling Capital Management LLC | 5,910 | $4.03M | 0.07% | −2,875−32.7% | Reduced |
| Towerpoint Wealth, LLC | 5,897 | $4.02M | 1.59% | +37+0.6% | Added |
| CWS Financial Advisors, LLC | 5,896 | $4.02M | 1.09% | −24−0.4% | Reduced |
| Zions Bancorporation, National Association | 5,895 | $4.02M | 0.19% | −199−3.3% | Reduced |
| Climber Capital SA | 5,900 | $4.02M | 2.62% | +5,900 | New |
| Fagan Associates, Inc. | 5,868 | $4.00M | 0.53% | +35+0.6% | Added |
| Moss Adams Wealth Advisors LLC | 5,831 | $3.99M | 0.29% | −524−8.2% | Reduced |
| Weinberger Asset Management, Inc | 5,848 | $3.99M | 1.44% | +5+0.1% | Added |
| Lockerman Financial Group, Inc. | 5,839 | $3.98M | 7.64% | −6,650−53.2% | Reduced |
| Summit Place Financial Advisors, LLC | 5,828 | $3.97M | 1.92% | +23+0.4% | Added |
| Wynn Capital, LLC | 5,825 | $3.97M | 1.93% | −151−2.5% | Reduced |
| City Holding Co | 5,822 | $3.97M | 0.49% | −92−1.6% | Reduced |
| Chicago Wealth Management, Inc. | 5,819 | $3.97M | 1.59% | +914+18.6% | Added |
| Markin Asset Management, LP | 5,819 | $3.97M | 4.36% | +5,819 | New |
| Summit Financial Wealth Advisors, LLC | 5,810 | $3.96M | 0.57% | +3+0.1% | Added |
| Holderness Investments Co | 5,809 | $3.96M | 0.81% | +54+0.9% | Added |
| Security Financial Services, INC. | 5,792 | $3.95M | 0.62% | −183−3.1% | Reduced |
| First Hawaiian Bank | 5,791 | $3.95M | 0.53% | −12,174−67.8% | Reduced |
| Ofc Financial Planning, LLC | 5,782 | $3.94M | 3.74% | −10.0% | Reduced |
| Private Capital Advisors, Inc. | 5,781 | $3.94M | 0.40% | +1,475+34.3% | Added |
| Optivise Advisory Services LLC | 5,775 | $3.94M | 2.27% | +184+3.3% | Added |
| Briggs Wealth Management, Inc | 5,774 | $3.94M | 4.23% | +5,774 | New |
| Weaver Consulting Group | 5,772 | $3.94M | 0.96% | +34+0.6% | Added |
| Monograph Wealth Advisors, LLC | 5,753 | $3.93M | 0.39% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 5,767 | $3.93M | 3.25% | −44−0.8% | Reduced |
| Opal Wealth Advisors, LLC | 5,759 | $3.93M | 1.02% | −162−2.7% | Reduced |
| Sky Investment Group LLC | – | $3.93M | 0.65% | – | – |
| Park National Corp | 5,728 | $3.91M | 0.12% | −515−8.2% | Reduced |
| Evergreen Wealth Solutions, LLC | 5,724 | $3.90M | 0.54% | +5,724 | New |
| Cahill Financial Advisors Inc | 5,687 | $3.88M | 0.42% | −277−4.6% | Reduced |
| FourThought Financial Partners, LLC | 5,679 | $3.87M | 0.33% | −226−3.8% | Reduced |
| Fluent Financial, LLC | 5,677 | $3.87M | 1.48% | −21,648−79.2% | Reduced |
| Advocacy Wealth Management Services, LLC | 5,669 | $3.87M | 0.16% | +4,805+556.1% | Added |
| Gemmer Asset Management LLC | 5,659 | $3.86M | 0.30% | −30−0.5% | Reduced |
| Denver Wealth Management, Inc. | 5,619 | $3.83M | 1.36% | +269+5.0% | Added |
| Ballast Rock Private Wealth LLC | 5,585 | $3.82M | 2.39% | +5,585 | New |
| Bearing Point Capital, LLC | 5,601 | $3.82M | 0.60% | +89+1.6% | Added |
| Vawter Financial, Ltd. | 5,596 | $3.82M | 1.61% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 5,578 | $3.80M | 0.12% | −163−2.8% | Reduced |
| Northstar Group, Inc. | 5,574 | $3.80M | 0.52% | +50+0.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 5,563 | $3.79M | 0.13% | −82−1.5% | Reduced |
| Mason & Associates, LLC | 5,558 | $3.79M | 0.86% | −359−6.1% | Reduced |
| Custos Family Office, LLC | 5,553 | $3.79M | 2.58% | −12,709−69.6% | Reduced |
| Wood Tarver Financial Group, LLC | 5,552 | $3.79M | 1.06% | −80−1.4% | Reduced |
| Apollon Financial, LLC | 5,549 | $3.78M | 0.55% | +14+0.3% | Added |
| Coign Capital Advisors LLC | 5,544 | $3.78M | 1.98% | −138−2.4% | Reduced |
| Parsons Capital Management Inc | 5,544 | $3.78M | 0.21% | −116−2.0% | Reduced |
| Cornerstone Investment Partners, LLC | 5,544 | $3.78M | 0.15% | +4,730+581.1% | Added |
| Alaethes Wealth LLC | 5,525 | $3.78M | 1.06% | +2,074+60.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,530 | $3.77M | 0.01% | +4,642+522.7% | Added |
| Miller Howard Investments Inc | 5,508 | $3.76M | 0.11% | +5,132+1,364.9% | Added |
| RBA Wealth Management, LLC | 5,507 | $3.76M | 1.27% | +4,936+864.4% | Added |
| Duncker Streett & Co Inc | 5,496 | $3.75M | 0.67% | −127−2.3% | Reduced |
| Rice Partnership, LLC | 5,494 | $3.75M | 0.51% | +460+9.1% | Added |
| Hassell Wealth Management, LLC | 5,415 | $3.75M | 1.25% | −204−3.6% | Reduced |
| Mitchell Sinkler & Starr | 5,465 | $3.73M | 1.68% | −30−0.5% | Reduced |
| Harmony Asset Management LLC | 5,453 | $3.72M | 1.25% | −60−1.1% | Reduced |
| Novem Group | 5,451 | $3.72M | 0.43% | +1,788+48.8% | Added |
| Suncoast Equity Management | 5,449 | $3.72M | 0.38% | +1,309+31.6% | Added |
| Roehl & Yi Investment Advisors, LLC | 5,447 | $3.71M | 1.48% | +39+0.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 5,375 | $3.71M | 0.53% | +82+1.5% | Added |
| JGP Wealth Management, LLC | 5,436 | $3.71M | 0.39% | +2,233+69.7% | Added |
| Epacria Capital Partners, LLC | 5,432 | $3.70M | 2.93% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 5,428 | $3.70M | 1.10% | −217−3.8% | Reduced |
| Sittner & Nelson, LLC | 5,355 | $3.70M | 1.31% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 5,416 | $3.69M | 0.52% | +104+2.0% | Added |
| Redmont Wealth Advisors LLC | 5,415 | $3.69M | 5.59% | −22−0.4% | Reduced |
| Sound Income Strategies, LLC | 5,322 | $3.68M | 0.17% | −1,937−26.7% | Reduced |