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 |
|---|---|---|---|---|---|
| Capstone Financial Advisors, Inc. | 4,301 | $2.93M | 0.16% | −40−0.9% | Reduced |
| Hilltop National Bank | 4,300 | $2.93M | 0.71% | +17+0.4% | Added |
| Telos Capital Management, Inc. | 4,297 | $2.93M | 0.27% | +1,206+39.0% | Added |
| Grange Capital, LLC | 4,295 | $2.93M | 2.81% | −59−1.4% | Reduced |
| Worth Financial Advisory Group, LLC | 4,292 | $2.93M | 1.42% | +114+2.7% | Added |
| WealthCare Asset Management, LLC | 4,377 | $2.93M | 2.70% | +4,377 | New |
| Capital Insight Partners, LLC | 4,290 | $2.93M | 0.62% | −1,814−29.7% | Reduced |
| Mathes Company, Inc. | 4,280 | $2.92M | 1.04% | −500−10.5% | Reduced |
| D L Carlson Investment Group Inc | 4,280 | $2.92M | 0.49% | +25+0.6% | Added |
| Wall Street Access Asset Management, LLC | 4,280 | $2.92M | 0.67% | +10.0% | Added |
| River Street Advisors LLC | 4,277 | $2.92M | 1.09% | −164−3.7% | Reduced |
| ARS Wealth Advisors Group, LLC | 4,271 | $2.91M | 0.26% | −2,344−35.4% | Reduced |
| Snider Financial Group | 4,259 | $2.90M | 0.77% | +593+16.2% | Added |
| Bayshore Capital Advisors, LLC | 4,259 | $2.90M | 1.45% | +4,259 | New |
| Gradient Investments LLC | 4,258 | $2.90M | 0.05% | +2,041+92.1% | Added |
| McIlrath & Eck, LLC | 4,250 | $2.90M | 0.27% | −146−3.3% | Reduced |
| McDaniel Terry & Co | 4,218 | $2.88M | 0.25% | +15+0.4% | Added |
| Lake Street Financial LLC | 4,215 | $2.87M | 0.35% | +107+2.6% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 4,213 | $2.87M | 0.41% | +196+4.9% | Added |
| Elmwood Wealth Management, Inc. | 4,211 | $2.87M | 0.91% | +3,171+304.9% | Added |
| Yardley Wealth Management LLC | 4,208 | $2.87M | 1.53% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 4,197 | $2.86M | 0.33% | +10.0% | Added |
| Permanent Capital Management, LP | 4,185 | $2.86M | 0.56% | −1,297−23.7% | Reduced |
| Team Hewins, LLC | 4,185 | $2.86M | 0.92% | +7+0.2% | Added |
| Trevian Wealth Management LLC | 4,191 | $2.86M | 1.36% | +1,644+64.5% | Added |
| CM Wealth Advisors LLC | 4,174 | $2.85M | 0.65% | +780+23.0% | Added |
| Chesapeake Asset Management LLC | 4,164 | $2.85M | 2.36% | +260+6.7% | Added |
| Trust Co of Toledo NA | 4,173 | $2.85M | 0.28% | −399−8.7% | Reduced |
| FMB Wealth Management | 4,170 | $2.84M | 1.12% | +368+9.7% | Added |
| Financial Synergies Wealth Advisors, Inc. | 4,166 | $2.84M | 0.27% | −1,025−19.7% | Reduced |
| Allred Capital Management, LLC | 4,165 | $2.84M | 1.03% | +17+0.4% | Added |
| Claris Financial LLC | 4,162 | $2.84M | 1.51% | −10−0.2% | Reduced |
| Flaharty Asset Management, LLC | 4,162 | $2.84M | 0.35% | −39−0.9% | Reduced |
| EdgeRock Capital LLC | 4,156 | $2.83M | 0.75% | +187+4.7% | Added |
| Stone Point Wealth LLC | 4,151 | $2.83M | 0.77% | −127−3.0% | Reduced |
| White Lighthouse Investment Management Inc. | 4,117 | $2.81M | 0.39% | +130+3.3% | Added |
| Blue Chip Partners, Inc. | 4,110 | $2.80M | 0.20% | +10.0% | Added |
| Euclidean Capital LLC | 4,104 | $2.80M | 0.76% | 00.0% | Unchanged |
| Rydar Equities, Inc. | 4,101 | $2.80M | 2.18% | +37+0.9% | Added |
| Baldwin Investment Management, LLC | 4,097 | $2.79M | 0.32% | −25−0.6% | Reduced |
| Bluedoor Private Wealth, LLC | 4,097 | $2.79M | 1.29% | +4,097 | New |
| Hurley Capital, LLC | 4,096 | $2.79M | 1.56% | +6+0.1% | Added |
| Sterling Investment Counsel, LLC | 4,090 | $2.79M | 0.80% | −7−0.2% | Reduced |
| Pandora Wealth, Inc. | 4,088 | $2.79M | 1.69% | −30−0.7% | Reduced |
| General Partner, Inc. | 4,088 | $2.79M | 1.58% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 4,087 | $2.79M | 0.35% | −550−11.9% | Reduced |
| Alpha Zero LLC | 4,082 | $2.78M | 1.52% | −98−2.3% | Reduced |
| Dala Group, LLC | 4,075 | $2.78M | 2.41% | +4,075 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 4,063 | $2.78M | 0.53% | 00.0% | Unchanged |
| 10Elms LLP | 4,072 | $2.78M | 2.55% | −307−7.0% | Reduced |
| Miramar Fiduciary Corp | 4,056 | $2.77M | 2.15% | 00.0% | Unchanged |
| Cambridge Financial Group, Inc. | 4,065 | $2.77M | 1.06% | +3,100+321.2% | Added |
| Golden Reserve Retirement LLC | 4,049 | $2.76M | 0.51% | +4,049 | New |
| Resources Management Corp | 4,044 | $2.76M | 0.36% | +1,544+61.8% | Added |
| Independent Wealth Advisors LLC | 4,041 | $2.76M | 2.88% | +4,041 | New |
| Charles Schwab Trust Co | 4,034 | $2.75M | 0.18% | −511−11.2% | Reduced |
| Convergence Financial, LLC | 4,031 | $2.75M | 0.40% | −6,446−61.5% | Reduced |
| WealthPoint Financial, LLC | 4,023 | $2.74M | 2.39% | +4,023 | New |
| Significant Wealth Partners LLC | 4,015 | $2.74M | 3.05% | −7,198−64.2% | Reduced |
| Tudor Financial Inc. | 4,008 | $2.73M | 1.40% | 00.0% | Unchanged |
| Spring Capital Management, LLC | 4,004 | $2.73M | 1.38% | 00.0% | Unchanged |
| James Investment Research Inc | 4,001 | $2.73M | 0.30% | −313−7.3% | Reduced |
| Highlander Partners, L.P. | 4,000 | $2.73M | 0.98% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 3,994 | $2.72M | 0.78% | +165+4.3% | Added |
| Silvia McColl Wealth Management, LLC | 3,986 | $2.72M | 1.81% | +280+7.6% | Added |
| DGS Capital Management, LLC | 3,979 | $2.71M | 0.47% | +846+27.0% | Added |
| Impact Capital Partners LLC | 3,979 | $2.71M | 0.80% | +572+16.8% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 3,978 | $2.71M | 0.08% | +52+1.3% | Added |
| J. Derek Lewis & Associates Inc. | 3,976 | $2.71M | 0.64% | +3,976 | New |
| Graybill Bartz & Assoc Ltd | 3,967 | $2.71M | 0.80% | +101+2.6% | Added |
| Sculati Wealth Management, LLC | 3,966 | $2.70M | 0.95% | −47−1.2% | Reduced |
| Hoese & Co LLP | 3,961 | $2.70M | 1.93% | −232−5.5% | Reduced |
| Price T Rowe Associates Inc | 3,958 | $2.70M | 0.00% | −23,406−85.5% | Reduced |
| Boreal Capital Management LLC | 0 | $2.70M | 2.03% | 0 | Unchanged |
| 1015 Capital Partners, LLC | 3,950 | $2.69M | 2.65% | +3,950 | New |
| Parkside Investments, LLC | 3,947 | $2.69M | 0.34% | −3,339−45.8% | Reduced |
| Insight 2811, Inc. | 3,943 | $2.69M | 1.19% | −28−0.7% | Reduced |
| Victory Financial Group, LLC | 3,937 | $2.68M | 0.34% | +1,377+53.8% | Added |
| Goodman Financial Corp | 3,934 | $2.68M | 0.51% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 3,929 | $2.68M | 1.72% | +1,773+82.2% | Added |
| Zevenbergen Capital Investments LLC | 3,929 | $2.68M | 0.06% | −906−18.7% | Reduced |
| Erickson Financial Group, LLC | 3,926 | $2.68M | 1.64% | −317−7.5% | Reduced |
| Wedgewood Investors Inc | 3,925 | $2.68M | 3.05% | −174−4.2% | Reduced |
| Cedrus Wealth Group LLC | 3,923 | $2.68M | 2.47% | +3,923 | New |
| Register Financial Advisors LLC | 3,920 | $2.67M | 1.04% | +89+2.3% | Added |
| O'Rourke & Company, Inc | 3,918 | $2.67M | 1.04% | +216+5.8% | Added |
| Panoramic Capital Partners, LLC | 3,909 | $2.67M | 1.63% | −29−0.7% | Reduced |
| Redwood Family Wealth LLC | 3,906 | $2.66M | 2.63% | +3,906 | New |
| Canal Capital Management, LLC | 3,898 | $2.66M | 0.38% | −10.0% | Reduced |
| Hughes Financial Services, LLC | 3,896 | $2.66M | 0.42% | −90−2.3% | Reduced |
| Traphagen Investment Advisors LLC | 3,894 | $2.66M | 0.22% | +551+16.5% | Added |
| SMI Advisory Services, LLC | 3,809 | $2.65M | 0.46% | +58+1.5% | Added |
| Chung Wu Investment Group, LLC | 3,880 | $2.65M | 2.16% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 3,869 | $2.64M | 1.74% | +21+0.5% | Added |
| Bingham Private Wealth, LLC | 3,861 | $2.63M | 2.27% | +3,861 | New |
| Lazari Capital Management, Inc. | 3,853 | $2.63M | 0.88% | −23−0.6% | Reduced |
| Cambridge Advisors Inc. | 3,848 | $2.62M | 0.50% | −224−5.5% | Reduced |
| Sawgrass Asset Management LLC | 3,845 | $2.62M | 0.33% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 3,844 | $2.62M | 0.37% | +22+0.6% | Added |
| Ebert Capital Management Inc. | 3,787 | $2.62M | 2.53% | +3,787 | New |