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 |
|---|---|---|---|---|---|
| Kornitzer Capital Management Inc | 3,842 | $2.62M | 0.05% | −148−3.7% | Reduced |
| Astoria Portfolio Advisors LLC. | 3,836 | $2.62M | 0.60% | −170−4.2% | Reduced |
| Sage Advisors, LLC | 3,835 | $2.62M | 1.73% | +226+6.3% | Added |
| Goldstein Advisors, LLC | 3,832 | $2.61M | 0.30% | 00.0% | Unchanged |
| Tidemark, LLC | 3,826 | $2.61M | 0.74% | −422−9.9% | Reduced |
| Blueline Advisors LLC | 3,823 | $2.61M | 2.13% | +3,823 | New |
| Grandfield & Dodd, LLC | 3,820 | $2.61M | 0.15% | −19−0.5% | Reduced |
| GR Financial Group, LLC | 3,803 | $2.59M | 0.58% | +8+0.2% | Added |
| Rockwood Wealth Management, LLC | 3,802 | $2.59M | 0.19% | +1,732+83.7% | Added |
| Signet Financial Management, LLC | 3,797 | $2.59M | 0.29% | +54+1.4% | Added |
| Tran Capital Management, L.P. | 3,797 | $2.59M | 0.31% | +1,984+109.4% | Added |
| Fundamentun, LLC | 3,796 | $2.59M | 0.10% | +362+10.5% | Added |
| Whalerock Point Partners, LLC | 3,787 | $2.58M | 0.49% | −19−0.5% | Reduced |
| CFO4Life Group, LLC | 3,767 | $2.57M | 0.37% | −16−0.4% | Reduced |
| Founders Financial Securities LLC | 3,744 | $2.55M | 0.15% | +669+21.8% | Added |
| Maia Wealth LLC | 3,730 | $2.54M | 0.43% | +131+3.6% | Added |
| Centerstone Investors, LLC | 3,713 | $2.53M | 7.96% | +2,043+122.3% | Added |
| JNBA Financial Advisors | 3,713 | $2.53M | 0.22% | −23−0.6% | Reduced |
| Net Worth Advisory Group | 3,710 | $2.53M | 0.51% | +275+8.0% | Added |
| Williams & Novak, LLC | 3,705 | $2.53M | 1.90% | +203+5.8% | Added |
| Quotient Wealth Partners, LLC | 3,705 | $2.53M | 0.07% | +659+21.6% | Added |
| Revisor Wealth Management LLC | 3,670 | $2.53M | 0.68% | +1,124+44.1% | Added |
| Disciplined Investments, LLC | 3,703 | $2.53M | 0.97% | −31−0.8% | Reduced |
| Ami Asset Management Corp | 3,701 | $2.52M | 0.14% | +39+1.1% | Added |
| Sheets Smith Wealth Management | 3,698 | $2.52M | 0.28% | −216−5.5% | Reduced |
| Wallace Advisory Group, LLC | 3,696 | $2.52M | 2.64% | +65+1.8% | Added |
| Chickasaw Capital Management LLC | 3,693 | $2.52M | 0.10% | 00.0% | Unchanged |
| Congress Asset Management Co | 3,682 | $2.51M | 0.02% | +582+18.8% | Added |
| Transatlantique Private Wealth LLC | 3,679 | $2.51M | 0.79% | +2,614+245.4% | Added |
| BLVD Private Wealth, LLC | 3,672 | $2.50M | 2.18% | −33−0.9% | Reduced |
| Gladwyn Financial Advisors, Inc. | 3,671 | $2.50M | 1.76% | −1,120−23.4% | Reduced |
| SB Capital Management Inc | 3,668 | $2.50M | 0.92% | +3,668 | New |
| Manhattan West Asset Management, LLC | 3,665 | $2.50M | 0.51% | −194−5.0% | Reduced |
| Barr E S & Co | 3,663 | $2.50M | 0.13% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 3,658 | $2.49M | 0.28% | −346−8.6% | Reduced |
| Wagner Wealth Management, LLC | 3,652 | $2.49M | 0.53% | +92+2.6% | Added |
| Grove Street Fiduciary, LLC | 3,651 | $2.49M | 1.04% | 00.0% | Unchanged |
| Green Ridge Wealth Planning LLC | 3,644 | $2.49M | 1.27% | +3,644 | New |
| Uptown Financial Advisors LLC | 3,644 | $2.48M | 2.12% | +30+0.8% | Added |
| National Wealth Management Group, LLC | 3,636 | $2.48M | 0.86% | −611−14.4% | Reduced |
| Cordoba Advisory Partners LLC | 3,635 | $2.48M | 0.61% | +3,635 | New |
| Affinity Wealth Management LLC | 3,635 | $2.48M | 0.35% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 3,626 | $2.47M | 0.10% | +3,626 | New |
| Westside Investment Management, Inc. | 3,622 | $2.47M | 0.40% | +138+4.0% | Added |
| BCR Wealth Strategies, LLC | 3,620 | $2.47M | 0.82% | −42−1.1% | Reduced |
| Lionshead Wealth Management, LLC | 3,617 | $2.47M | 1.85% | −118−3.2% | Reduced |
| Westwood Wealth Management | 3,617 | $2.47M | 1.85% | +1,431+65.5% | Added |
| Elevatus Welath Management | 3,614 | $2.46M | 0.67% | +184+5.4% | Added |
| Bulltick Wealth Management, LLC | 3,593 | $2.46M | 0.52% | −7,069−66.3% | Reduced |
| Eldridge Investment Advisors, Inc. | 3,599 | $2.45M | 0.54% | +10.0% | Added |
| Renaissance Investment Group LLC | 3,595 | $2.45M | 0.49% | +290+8.8% | Added |
| Transce3nd, LLC | 3,523 | $2.45M | 19.77% | −431−10.9% | Reduced |
| Costello Asset Management, INC | 3,591 | $2.45M | 0.81% | −18−0.5% | Reduced |
| Cranbrook Wealth Management, LLC | 3,589 | $2.45M | 0.48% | −44−1.2% | Reduced |
| Murphy & Mullick Capital Management Corp | 3,589 | $2.45M | 1.76% | +10+0.3% | Added |
| Leith Wheeler Investment Counsel Ltd. | 3,585 | $2.44M | 0.18% | 00.0% | Unchanged |
| J.P. Marvel Investment Advisors, LLC | 3,582 | $2.44M | 0.34% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 3,582 | $2.44M | 0.42% | −123−3.3% | Reduced |
| HBW Advisory Services LLC | 3,577 | $2.44M | 0.27% | +323+9.9% | Added |
| Violich Capital Management, Inc. | 3,568 | $2.43M | 0.27% | +309+9.5% | Added |
| Chemistry Wealth Management LLC | 3,567 | $2.43M | 0.46% | +19+0.5% | Added |
| Fairview Capital Investment Management, LLC | 3,565 | $2.43M | 0.12% | +25+0.7% | Added |
| Baldwin Brothers Inc | 3,561 | $2.43M | 0.16% | −436−10.9% | Reduced |
| Evelyn Partners Investment Management LLP | 3,559 | $2.43M | 0.07% | 00.0% | Unchanged |
| NWM Advisors, LLC | 3,546 | $2.42M | 2.10% | +3,546 | New |
| Turner Capital Investments, LLC | 2,416,147 | $2.42M | 2.74% | +2,416,147 | New |
| Blue Capital, Inc. | 3,535 | $2.41M | 1.72% | +1,389+64.7% | Added |
| Melfa Wealth Management, LLC | 3,535 | $2.41M | 1.39% | +10.0% | Added |
| Root Financial Partners, LLC | 3,532 | $2.41M | 0.12% | +1,366+63.1% | Added |
| Private Wealth Asset Management, LLC | 3,532 | $2.41M | 0.26% | +343+10.8% | Added |
| IFC Advisors LLC | 3,522 | $2.40M | 0.35% | −652−15.6% | Reduced |
| Readystate Asset Management LP | 3,512 | $2.39M | 0.11% | +1,934+122.6% | Added |
| Sugar Maple Asset Management, LLC | 3,503 | $2.39M | 1.61% | −300−7.9% | Reduced |
| Consilio Wealth Advisors, LLC | 3,498 | $2.39M | 0.70% | −4−0.1% | Reduced |
| Shelton Capital Management | 3,497 | $2.38M | 0.05% | +709+25.4% | Added |
| Tritonpoint Wealth, LLC | 3,486 | $2.38M | 0.24% | −2,380−40.6% | Reduced |
| Agate Pass Investment Management, LLC | 3,496 | $2.38M | 0.89% | −19−0.5% | Reduced |
| Tannin Capital LLC | 3,496 | $2.38M | 2.13% | +3,496 | New |
| Marshall Financial Group LLC | 3,495 | $2.38M | 0.46% | −6−0.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,492 | $2.38M | 0.54% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 3,490 | $2.38M | 1.24% | −2,454−41.3% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 3,479 | $2.37M | 0.50% | −92−2.6% | Reduced |
| Mainstream Capital Management LLC | 3,473 | $2.37M | 1.55% | −8−0.2% | Reduced |
| Sensible Money, LLC | 3,472 | $2.37M | 0.76% | +380+12.3% | Added |
| Portus Wealth Advisors, LLC | 3,461 | $2.36M | 2.23% | +49+1.4% | Added |
| Hippocratic Financial Advisors, LLC | 3,460 | $2.36M | 1.09% | −7−0.2% | Reduced |
| McBroom & Associates, LLC | 3,458 | $2.36M | 1.15% | +73+2.2% | Added |
| Investors Asset Management of Georgia Inc | 3,448 | $2.35M | 0.97% | +123+3.7% | Added |
| CORDA Investment Management, LLC. | 3,442 | $2.35M | 0.17% | +181+5.6% | Added |
| Members Wealth LLC | 3,387 | $2.35M | 1.47% | −513−13.2% | Reduced |
| CapWealth Advisors, LLC | 3,432 | $2.34M | 0.16% | −69−2.0% | Reduced |
| Acorn Wealth Advisors, LLC | 3,428 | $2.34M | 0.70% | −1,075−23.9% | Reduced |
| Osprey Private Wealth LLC | 3,425 | $2.34M | 0.67% | +1,298+61.0% | Added |
| Tortuga Wealth Management, Inc | 3,419 | $2.33M | 2.46% | +3,419 | New |
| United Advisor Group, LLC | 3,418 | $2.33M | 0.30% | −140−3.9% | Reduced |
| Evelyn Partners Asset Management Ltd | 3,417 | $2.33M | 0.55% | −1,217−26.3% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 3,416 | $2.33M | 1.25% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 3,413 | $2.33M | 0.43% | −7−0.2% | Reduced |
| Delta Capital Management LLC | 3,410 | $2.33M | 1.31% | −70−2.0% | Reduced |
| Auour Investments LLC | 3,409 | $2.32M | 0.74% | 00.0% | Unchanged |