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 |
|---|---|---|---|---|---|
| Fortress Financial Group, LLC | 4,826 | $3.29M | 2.43% | +11+0.2% | Added |
| Alterna Wealth Management, Inc | 4,821 | $3.29M | 2.74% | −900−15.7% | Reduced |
| Manchester Financial Inc | 4,812 | $3.28M | 0.61% | −93−1.9% | Reduced |
| Pacific Center for Financial Services | 4,917 | $3.28M | 0.84% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,797 | $3.27M | 0.45% | +20.0% | Added |
| Fortem Financial Group, LLC | 4,796 | $3.27M | 0.87% | +76+1.6% | Added |
| Noked Israel Ltd | 4,794 | $3.27M | 0.52% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 4,766 | $3.27M | 0.42% | −179−3.6% | Reduced |
| JM2 Capital Inc. | 4,788 | $3.27M | 2.62% | +4,788 | New |
| Centurion Wealth Management LLC | 4,785 | $3.26M | 0.72% | +304+6.8% | Added |
| TBH Global Asset Management, LLC | 4,757 | $3.24M | 0.57% | +533+12.6% | Added |
| Clarity Capital Advisors, LLC | 4,754 | $3.24M | 1.62% | +4+0.1% | Added |
| Verum Partners LLC | 4,743 | $3.23M | 0.65% | −10.0% | Reduced |
| Northern Oak Wealth Management Inc | 4,740 | $3.23M | 0.41% | −766−13.9% | Reduced |
| Oarsman Capital, Inc. | 4,739 | $3.23M | 0.42% | +438+10.2% | Added |
| Leigh Baldwin & Co., LLC | 4,738 | $3.23M | 2.12% | +86+1.8% | Added |
| Cascade Financial Partners, LLC | 4,736 | $3.23M | 0.33% | −40−0.8% | Reduced |
| Axis Wealth Partners, LLC | 4,735 | $3.23M | 1.78% | −17−0.4% | Reduced |
| Colonial Trust Advisors | 4,722 | $3.22M | 0.24% | +219+4.9% | Added |
| Permanens Capital L.P. | 4,707 | $3.22M | 0.42% | +389+9.0% | Added |
| Rollins Financial Advisors, LLC | 4,720 | $3.22M | 0.47% | −41−0.9% | Reduced |
| Hallmark Capital Management Inc | 4,711 | $3.21M | 0.21% | −381−7.5% | Reduced |
| MPS Loria Financial Planners, LLC | 4,707 | $3.21M | 0.83% | +303+6.9% | Added |
| Peterson Wealth Services | 4,706 | $3.21M | 0.82% | +3,446+273.5% | Added |
| Fortress Private Ledger, LLC | 4,704 | $3.21M | 1.06% | +170+3.7% | Added |
| Integral Investment Advisors, Inc. | 4,704 | $3.21M | 0.80% | +188+4.2% | Added |
| Virtue Asset Management LLC | 4,700 | $3.21M | 2.56% | −20−0.4% | Reduced |
| SOA Wealth Advisors, LLC. | 4,693 | $3.20M | 0.54% | −22−0.5% | Reduced |
| Ameraudi Asset Management, Inc. | 4,688 | $3.20M | 1.76% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 4,685 | $3.20M | 1.56% | −74−1.6% | Reduced |
| Total Wealth Planning & Management, Inc. | 4,680 | $3.19M | 2.53% | +4,680 | New |
| Curran Financial Partners, LLC | 4,679 | $3.19M | 0.61% | −106−2.2% | Reduced |
| First County Bank | 4,677 | $3.19M | 1.70% | −354−7.0% | Reduced |
| Armstrong Henry H Associates Inc | 4,674 | $3.19M | 0.30% | +10.0% | Added |
| Aurelius Family Office LLC | 4,631 | $3.18M | 1.37% | −7−0.2% | Reduced |
| Barnes Wealth Management Group, Inc | 4,658 | $3.18M | 1.70% | −17−0.4% | Reduced |
| Osbon Capital Management LLC | 4,649 | $3.17M | 2.97% | +4,649 | New |
| Advyzon Investment Management, LLC | 4,632 | $3.16M | 0.37% | +2,824+156.2% | Added |
| Coastal Investment Advisors, Inc. | 4,631 | $3.16M | 1.04% | −758−14.1% | Reduced |
| Calder Financial LLC | 4,629 | $3.16M | 3.10% | +4,629 | New |
| Park Edge Advisors, LLC | 4,624 | $3.15M | 0.71% | +248+5.7% | Added |
| Laffer Tengler Investments | 4,604 | $3.14M | 0.48% | 00.0% | Unchanged |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 4,600 | $3.14M | 2.40% | +4,600 | New |
| Merrion Investment Management Co, LLC | 4,597 | $3.13M | 1.69% | −10−0.2% | Reduced |
| Koss-Olinger Consulting, LLC | 4,596 | $3.13M | 0.24% | −1,982−30.1% | Reduced |
| Cito Capital Group, LLC | 4,580 | $3.13M | 0.91% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 4,569 | $3.12M | 0.65% | −18−0.4% | Reduced |
| Israel Discount Bank of New York | 4,567 | $3.11M | 8.47% | +4,145+982.2% | Added |
| Sierra Summit Advisors LLC | 4,562 | $3.11M | 0.48% | −225−4.7% | Reduced |
| NorthStar Asset Management LLC | 4,561 | $3.11M | 1.40% | +183+4.2% | Added |
| Ironwood Financial, llc | 4,466 | $3.10M | 0.53% | −388−8.0% | Reduced |
| Power Wealth Management LLC | 4,551 | $3.10M | 1.09% | −352−7.2% | Reduced |
| Wellington Shields Capital Management, LLC | 4,551 | $3.10M | 0.45% | +311+7.3% | Added |
| Equita Financial Network, Inc. | 4,549 | $3.10M | 0.93% | −45−1.0% | Reduced |
| WealthSpring Partners, LLC | 4,548 | $3.10M | 3.18% | +4,548 | New |
| Geometric Wealth Advisors | 4,517 | $3.08M | 0.40% | +46+1.0% | Added |
| Cadinha & Co LLC | 4,514 | $3.08M | 0.47% | −37−0.8% | Reduced |
| Spence Asset Management | 4,513 | $3.08M | 0.63% | +2,634+140.2% | Added |
| Maple Capital Management, Inc. | 4,506 | $3.07M | 0.19% | +85+1.9% | Added |
| Longview Financial Advisors, Inc. | 4,503 | $3.07M | 2.09% | −41−0.9% | Reduced |
| Adkins Seale Capital Management LLC | 4,496 | $3.07M | 3.03% | +4,496 | New |
| OMNI 360 Wealth, Inc. | 4,440 | $3.07M | 1.57% | +394+9.7% | Added |
| Cahaba Wealth Management, Inc. | 4,493 | $3.06M | 0.21% | −74−1.6% | Reduced |
| Mach-1 Financial Group, Inc. | 4,482 | $3.06M | 0.63% | +3,782+540.3% | Added |
| ICG Advisors, LLC | 4,471 | $3.06M | 8.26% | +4,471 | New |
| Spectrum Wealth Advisory Group, LLC | 4,478 | $3.05M | 1.12% | −334−6.9% | Reduced |
| MV Capital Management, Inc. | 4,473 | $3.05M | 0.29% | −74−1.6% | Reduced |
| Kelsey Financial, LLC | 4,469 | $3.05M | 2.62% | +4,469 | New |
| Center for Financial Planning, Inc. | 4,463 | $3.04M | 0.32% | −511−10.3% | Reduced |
| American Capital Advisory, LLC | 4,451 | $3.04M | 1.32% | +1,155+35.0% | Added |
| TPG Advisors LLC | 4,450 | $3.03M | 1.89% | +10+0.2% | Added |
| Aull & Monroe Investment Management Corp | 4,448 | $3.03M | 1.52% | +115+2.7% | Added |
| Cooper/Haims Advisors, LLC | 4,447 | $3.03M | 1.38% | +7+0.2% | Added |
| Bull Street Advisors, LLC | 4,442 | $3.03M | 1.41% | −45−1.0% | Reduced |
| Arbor Wealth Advisors LLC | 4,441 | $3.03M | 2.16% | 00.0% | Unchanged |
| PUREfi Wealth, LLC | 4,434 | $3.02M | 2.32% | −16−0.4% | Reduced |
| Optima Capital LLC | 4,422 | $3.02M | 1.31% | −1,498−25.3% | Reduced |
| Confluence Wealth Services, Inc. | 4,415 | $3.01M | 0.12% | +29+0.7% | Added |
| Cherrydale Wealth Management, LLC | 4,412 | $3.01M | 0.91% | +12+0.3% | Added |
| Hillman Co | 4,411 | $3.01M | 1.04% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 4,396 | $3.00M | 0.42% | +393+9.8% | Added |
| Affinity Capital Advisors, LLC | 4,395 | $3.00M | 0.41% | −147−3.2% | Reduced |
| Davidson Trust Co | 4,391 | $2.99M | 1.25% | +250+6.0% | Added |
| Cooksen Wealth, LLC | 4,379 | $2.99M | 2.18% | −30−0.7% | Reduced |
| High Falls Advisors, Inc | 4,377 | $2.98M | 0.60% | −1,050−19.3% | Reduced |
| YANKCOM Partnership | 4,366 | $2.98M | 1.27% | +260+6.3% | Added |
| Washington Trust Bank | 4,365 | $2.98M | 0.21% | +3,132+254.0% | Added |
| City State Bank | 4,361 | $2.97M | 0.81% | −10−0.2% | Reduced |
| Consilium Wealth Advisory, LLC | 4,356 | $2.97M | 1.10% | −62−1.4% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,355 | $2.97M | 1.21% | −21−0.5% | Reduced |
| Anchyra Partners LLC | 4,341 | $2.96M | 0.91% | +4,341 | New |
| BNC Wealth Management, LLC | 4,338 | $2.96M | 0.76% | −80−1.8% | Reduced |
| Old Peak Finance LLC | 4,338 | $2.96M | 1.83% | +4,338 | New |
| SkyOak Wealth, LLC | 4,333 | $2.96M | 0.53% | −20−0.5% | Reduced |
| Beck Bode, LLC | 4,330 | $2.95M | 0.49% | +3,822+752.4% | Added |
| ProVise Management Group, LLC | 4,330 | $2.95M | 0.21% | −50−1.1% | Reduced |
| CFC Planning Co LLC | 4,325 | $2.95M | 2.27% | +531+14.0% | Added |
| First Commonwealth Financial Corp | 4,321 | $2.95M | 0.49% | −15−0.3% | Reduced |
| Tufton Capital Management | 4,312 | $2.94M | 0.51% | −204−4.5% | Reduced |
| BWM Planning, LLC | 4,311 | $2.94M | 0.79% | +3+0.1% | Added |