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 |
|---|---|---|---|---|---|
| Green Square Capital Advisors LLC | 5,389 | $3.68M | 0.38% | +9+0.2% | Added |
| Sivia Capital Partners, LLC | 5,379 | $3.67M | 0.74% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 5,364 | $3.66M | 0.80% | −55−1.0% | Reduced |
| Patton Albertson Miller Group, LLC | 5,363 | $3.66M | 0.43% | −50−0.9% | Reduced |
| Freestate Advisors LLC | 5,362 | $3.66M | 2.97% | +26+0.5% | Added |
| Summit Financial Strategies, Inc. | 5,362 | $3.66M | 0.30% | +129+2.5% | Added |
| Gilbert & Cook, Inc. | 5,350 | $3.65M | 0.46% | −188−3.4% | Reduced |
| Alamea Verwaltungs GmbH | 5,301 | $3.65M | 2.46% | −1,100−17.2% | Reduced |
| Spirepoint Private Client, LLC | 5,347 | $3.65M | 0.35% | −121−2.2% | Reduced |
| OP Asset Management Ltd | 5,345 | $3.64M | 0.04% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 5,345 | $3.64M | 1.44% | +72+1.4% | Added |
| Watershed Private Wealth LLC | 5,327 | $3.63M | 1.09% | 00.0% | Unchanged |
| Wealthquest Corp | 5,317 | $3.63M | 0.27% | +5,317 | New |
| Duncan Williams Asset Management, LLC | 5,279 | $3.62M | 0.90% | +95+1.8% | Added |
| Evensky & Katz LLC | 5,306 | $3.62M | 0.20% | −160−2.9% | Reduced |
| Marble Wealth, LLC | 5,302 | $3.62M | 0.50% | +5,302 | New |
| Spinnaker Investment Group, LLC | 5,302 | $3.62M | 0.66% | +165+3.2% | Added |
| Middleton & Co Inc | 5,298 | $3.61M | 0.38% | −101−1.9% | Reduced |
| Wealth Management Partners, LLC | 5,295 | $3.61M | 1.03% | +275+5.5% | Added |
| Greenfield Savings Bank | 5,291 | $3.61M | 1.52% | +163+3.2% | Added |
| Value Investment Professionals, LLC | 5,291 | $3.61M | 3.78% | +5,291 | New |
| BankPlus Wealth Management LLC | 5,285 | $3.60M | 1.99% | −191−3.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 6,278 | $3.60M | 0.33% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 5,271 | $3.59M | 1.80% | −1,874−26.2% | Reduced |
| Breakwater Capital Group | 5,265 | $3.59M | 0.50% | +57+1.1% | Added |
| Aviance Capital Partners, LLC | 5,261 | $3.59M | 0.41% | +14+0.3% | Added |
| Bangor Savings Bank | 5,257 | $3.58M | 0.29% | −16−0.3% | Reduced |
| LVW Advisors, LLC | 5,253 | $3.58M | 0.36% | −260−4.7% | Reduced |
| Mason Investment Advisory Services, Inc. | 5,252 | $3.58M | 0.17% | −40−0.8% | Reduced |
| Cardinal Point Capital Management, ULC | 5,232 | $3.57M | 0.23% | +52+1.0% | Added |
| Mirador Capital Partners LP | 5,241 | $3.57M | 0.49% | +518+11.0% | Added |
| Integrated Financial Solutions, Inc. | 5,206 | $3.55M | 2.53% | +395+8.2% | Added |
| SP Asset Management LLC | 5,195 | $3.54M | 0.28% | +13+0.3% | Added |
| Rede Wealth, LLC | 5,192 | $3.54M | 1.23% | +3,489+204.9% | Added |
| Fielder Capital Group LLC | 5,189 | $3.54M | 0.75% | 00.0% | Unchanged |
| Vericrest Private Wealth | 5,171 | $3.53M | 3.13% | +5,171 | New |
| Trilogy Capital Inc. | 5,170 | $3.53M | 0.16% | +325+6.7% | Added |
| Fire Capital Management LLC | 5,170 | $3.53M | 1.76% | −363−6.6% | Reduced |
| Alpha Wealth Funds, LLC | 5,169 | $3.52M | 2.37% | +178+3.6% | Added |
| Bourgeon Capital Management LLC | 5,167 | $3.52M | 0.57% | +2,195+73.9% | Added |
| Black Diamond Financial, LLC | 5,148 | $3.51M | 0.37% | +4+0.1% | Added |
| Strait & Sound Wealth Management LLC | 5,145 | $3.51M | 1.31% | +20+0.4% | Added |
| Warner Financial, Inc | 5,139 | $3.50M | 1.22% | +10.0% | Added |
| 1 North Wealth Services LLC | 5,129 | $3.50M | 1.23% | +601+13.3% | Added |
| Omega Financial Group, LLC | 5,122 | $3.49M | 1.16% | −57−1.1% | Reduced |
| Evergreen Advisors, LLC | 5,120 | $3.49M | 0.85% | +5,120 | New |
| Lynx Investment Advisory | 5,108 | $3.48M | 1.90% | −49−1.0% | Reduced |
| Financial Advisors Network, Inc. | 5,101 | $3.48M | 0.48% | −20.0% | Reduced |
| Noesis Capital Mangement Corp | 5,096 | $3.48M | 0.50% | +70+1.4% | Added |
| MOR Wealth Management, LLC | 5,095 | $3.47M | 1.59% | +5,095 | New |
| Leeward Financial Partners, LLC | 5,093 | $3.47M | 0.98% | −71−1.4% | Reduced |
| Legacy Financial Advisors, Inc. | 5,088 | $3.47M | 0.48% | +966+23.4% | Added |
| Arwa LLC | 5,086 | $3.47M | 2.03% | +5,086 | New |
| Eagle Wealth Strategies LLC | 5,075 | $3.46M | 1.61% | −92−1.8% | Reduced |
| Signature Securities Group Corporation | 5,038 | $3.45M | 1.15% | −4,724−48.4% | Reduced |
| East Coast Asset Management, LLC. | 5,041 | $3.44M | 1.01% | −165−3.2% | Reduced |
| Phillips Wealth Planners LLC | 5,014 | $3.44M | 2.76% | +4,552+985.3% | Added |
| Madrid Wealth Management, LLC | 5,038 | $3.44M | 2.79% | +5,038 | New |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 5,037 | $3.43M | 0.00% | +3,036+151.7% | Added |
| Redwood Investment Management, LLC | 5,033 | $3.43M | 0.39% | −4,087−44.8% | Reduced |
| Financial Advisory Corp | 5,027 | $3.43M | 0.91% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 5,014 | $3.42M | 0.78% | −294−5.5% | Reduced |
| Verus Financial Partners, Inc. | 4,930 | $3.42M | 0.31% | −41−0.8% | Reduced |
| Builder Investment Group Inc | 5,003 | $3.41M | 0.74% | +60+1.2% | Added |
| Broderick Brian C | 5,000 | $3.41M | 0.64% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 4,998 | $3.41M | 1.42% | −4−0.1% | Reduced |
| Bramshill Investments, LLC | 4,996 | $3.41M | 0.19% | +4,500+907.3% | Added |
| Main Street Group, LTD | 4,995 | $3.41M | 1.17% | +233+4.9% | Added |
| Asset Management Group, Inc. | 4,994 | $3.41M | 0.55% | −27−0.5% | Reduced |
| Private Wealth Group, LLC | 4,994 | $3.41M | 1.63% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 4,987 | $3.40M | 0.29% | +46+0.9% | Added |
| Paladin Advisory Group, LLC | 4,985 | $3.40M | 2.48% | −171−3.3% | Reduced |
| Financial Network Wealth Management LLC | 4,971 | $3.40M | 1.05% | +243+5.1% | Added |
| Newbridge Financial Services Group, Inc. | 4,980 | $3.40M | 0.53% | +889+21.7% | Added |
| Asset Allocation & Management Company, LLC | 4,979 | $3.40M | 1.35% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 4,976 | $3.39M | 1.97% | −23−0.5% | Reduced |
| Dorsey Wright & Associates | 4,970 | $3.39M | 0.73% | +4,655+1,477.8% | Added |
| Epiq Partners, LLC | 4,959 | $3.38M | 1.58% | −110−2.2% | Reduced |
| Beaumont Financial Advisors, LLC | 4,958 | $3.38M | 0.22% | −213−4.1% | Reduced |
| Cottage Street Advisors LLC | 4,956 | $3.38M | 1.43% | −17−0.3% | Reduced |
| Werba Rubin Papier Wealth Management | 4,951 | $3.38M | 0.91% | −1,162−19.0% | Reduced |
| Searle & Co. | 4,950 | $3.38M | 0.87% | 00.0% | Unchanged |
| Bank Ozk | 4,943 | $3.37M | 1.19% | +9+0.2% | Added |
| Madrona Financial Services, LLC | 4,932 | $3.36M | 0.72% | −10.0% | Reduced |
| MLP3, LLC | 4,922 | $3.36M | 3.66% | +4,922 | New |
| Meramec Financial Planners, LLC | 4,859 | $3.36M | 1.31% | +4,859 | New |
| Crown Wealth Group, LLC | 4,902 | $3.34M | 0.93% | +1,868+61.6% | Added |
| Pennsylvania Capital Management Inc | 4,900 | $3.34M | 0.91% | −13−0.3% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 4,885 | $3.33M | 0.71% | +3,226+194.5% | Added |
| Meridian Investment Counsel Inc. | 4,884 | $3.33M | 0.80% | −42−0.9% | Reduced |
| Nikulski Financial, Inc. | 4,874 | $3.32M | 0.79% | −2,046−29.6% | Reduced |
| Bank of Nova Scotia Trust Co | 4,863 | $3.32M | 0.29% | +1,090+28.9% | Added |
| Burford Brothers, Inc. | 4,847 | $3.31M | 1.36% | +892+22.6% | Added |
| Simplicity Wealth,LLC | 4,846 | $3.30M | 0.20% | −2,887−37.3% | Reduced |
| Merkkuri Wealth Advisors LLC | 4,845 | $3.30M | 2.25% | −1,033−17.6% | Reduced |
| Harbour Capital Advisors, LLC | 4,834 | $3.30M | 0.67% | −10−0.2% | Reduced |
| VeraBank, N.A. | 4,839 | $3.30M | 0.60% | −207−4.1% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 4,839 | $3.30M | 0.58% | +233+5.1% | Added |
| ICW Investment Advisors LLC | 4,838 | $3.30M | 1.20% | +1,139+30.8% | Added |
| Trust Co of the South | 4,835 | $3.30M | 0.53% | −110−2.2% | Reduced |