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 |
|---|---|---|---|---|---|
| Powell Investment Advisors, LLC | 3,398 | $2.32M | 0.80% | +123+3.8% | Added |
| Brand Asset Management Group, Inc. | 3,408 | $2.32M | 0.65% | +157+4.8% | Added |
| Founders Grove Wealth Partners, LLC | 3,408 | $2.32M | 0.52% | −171−4.8% | Reduced |
| Pin Oak Investment Advisors Inc | 3,364 | $2.32M | 1.63% | −799−19.2% | Reduced |
| Valley National Advisers Inc | 3,408 | $2.32M | 0.32% | +1,356+66.1% | Added |
| Campbell Deegan Wealth Management, LLC | 3,406 | $2.32M | 1.88% | −10−0.3% | Reduced |
| Park Place Capital Corp | 3,404 | $2.32M | 0.48% | +4+0.1% | Added |
| Vaughan David Investments LLC | 3,401 | $2.32M | 0.05% | −183−5.1% | Reduced |
| Sym Financial Corp | 3,389 | $2.31M | 0.24% | +168+5.2% | Added |
| Ridgecrest Wealth Partners, LLC | 3,381 | $2.31M | 1.25% | −3,253−49.0% | Reduced |
| Ahara Advisors LLC | 3,381 | $2.31M | 2.10% | +3,381 | New |
| Modus Advisors, LLC | 3,377 | $2.30M | 0.61% | −133−3.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 3,373 | $2.30M | 0.49% | −28−0.8% | Reduced |
| Trillium Asset Management, LLC | 3,367 | $2.30M | 0.07% | +363+12.1% | Added |
| Red Wave Investments LLC | 3,365 | $2.29M | 0.68% | +93+2.8% | Added |
| Santori & Peters | 3,358 | $2.29M | 0.78% | −19−0.6% | Reduced |
| Garton & Associates Financial Advisors LLC | 3,354 | $2.29M | 1.28% | +3,354 | New |
| Winebrenner Capital Management LLC | 3,350 | $2.28M | 1.52% | −81−2.4% | Reduced |
| Everpar Advisors LLC | 3,346 | $2.28M | 0.85% | +70+2.1% | Added |
| Catalina Capital Group, LLC | 3,341 | $2.28M | 1.40% | +35+1.1% | Added |
| Optimist Retirement Group LLC | 3,340 | $2.28M | 1.04% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,337 | $2.28M | 1.23% | −20−0.6% | Reduced |
| Sunpointe, LLC | 3,321 | $2.27M | 0.75% | +57+1.7% | Added |
| Kohmann Bosshard Financial Services, LLC | 3,326 | $2.27M | 0.20% | +2+0.1% | Added |
| FSA Advisors, Inc. | 13,476 | $2.27M | 1.58% | +9,604+248.0% | Added |
| Kagan Cocozza Asset Management | 3,322 | $2.27M | 1.61% | −18−0.5% | Reduced |
| Droms Strauss Advisors Inc | 3,320 | $2.26M | 0.60% | −82−2.4% | Reduced |
| Tableaux LLC | 3,315 | $2.26M | 1.62% | −3,354−50.3% | Reduced |
| RTD Financial Advisors, Inc. | 3,315 | $2.26M | 0.28% | +171+5.4% | Added |
| Diesslin Group, Inc. | 3,315 | $2.26M | 0.90% | +3,315 | New |
| Tred Avon Family Wealth, LLC | 3,314 | $2.26M | 0.74% | +34+1.0% | Added |
| Hegarty Advisors, LLC | 3,311 | $2.26M | 1.96% | +3,311 | New |
| 360 Financial, Inc. | 3,308 | $2.26M | 0.68% | +38+1.2% | Added |
| MSH Capital Advisors LLC | 3,298 | $2.25M | 0.48% | +73+2.3% | Added |
| Hopwood Nicholas Hunter | 3,295 | $2.25M | 0.73% | +3,295 | New |
| Astra Wealth Partners LLC | 3,284 | $2.25M | 1.37% | 00.0% | Unchanged |
| Bright Financial Advisors, Inc. | 3,292 | $2.24M | 1.06% | −55−1.6% | Reduced |
| Core Wealth Advisors, Inc. | 3,284 | $2.24M | 0.58% | +21+0.6% | Added |
| Buck Wealth Strategies, LLC | 3,274 | $2.23M | 0.28% | −1,434−30.5% | Reduced |
| Sonoma Allocations LLC | 3,196 | $2.22M | 0.74% | +11+0.3% | Added |
| Roberts Wealth Advisors, LLC | 3,256 | $2.22M | 0.58% | −295−8.3% | Reduced |
| Altfest L J & Co Inc | 3,256 | $2.22M | 0.24% | +101+3.2% | Added |
| Bannerstone Capital Management, LLC | 3,252 | $2.22M | 2.13% | +3,252 | New |
| Callahan Advisors, LLC | 3,250 | $2.22M | 0.18% | −40−1.2% | Reduced |
| London Co of Virginia | 3,242 | $2.21M | 0.01% | +2,573+384.6% | Added |
| Sterling Investment Advisors, Ltd. | 3,238 | $2.21M | 0.41% | −120−3.6% | Reduced |
| Pathway Financial Advisers, LLC | 3,232 | $2.20M | 0.64% | −3−0.1% | Reduced |
| Good Steward Wealth Advisors,LLC | 3,225 | $2.20M | 1.45% | +164+5.4% | Added |
| Randolph Co Inc | 3,200 | $2.18M | 0.21% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 3,199 | $2.18M | 0.63% | −1,081−25.3% | Reduced |
| Midwest Financial Group LLC | 3,195 | $2.18M | 0.96% | +707+28.4% | Added |
| Vines Capital Management, LLC | 3,191 | $2.18M | 2.12% | +3,191 | New |
| Selective Wealth Management, Inc. | 3,142 | $2.17M | 0.68% | −428−12.0% | Reduced |
| Oak Harbor Wealth Partners, LLC | 3,187 | $2.17M | 0.52% | +320+11.2% | Added |
| Petersen Hastings Wealth Advisors Inc. | 3,186 | $2.17M | 0.21% | +3,186 | New |
| Country Trust Bank | 3,184 | $2.17M | 0.04% | −154−4.6% | Reduced |
| Carl P. Sherr & Co., LLC | 3,133 | $2.17M | 0.97% | +1,190+61.2% | Added |
| Widmann Financial Services, Inc. | 3,176 | $2.17M | 1.32% | +20+0.6% | Added |
| Wingate Wealth Advisors, Inc. | 3,173 | $2.16M | 1.21% | −7−0.2% | Reduced |
| Naviter Wealth, LLC | 3,161 | $2.16M | 0.28% | −1,214−27.7% | Reduced |
| Granville Capital, Inc. | 3,162 | $2.16M | 1.14% | +3,162 | New |
| Able Wealth Management LLC | 3,162 | $2.16M | 0.68% | +81+2.6% | Added |
| Wolff Wiese Magana LLC | 3,159 | $2.15M | 1.18% | +12+0.4% | Added |
| Edgar Lomax Co | 3,150 | $2.15M | 0.16% | −128−3.9% | Reduced |
| SmartHarvest Portfolios, LLC | 3,149 | $2.15M | 0.75% | +3,149 | New |
| Coyle Financial Counsel LLC | 3,146 | $2.15M | 0.46% | +47+1.5% | Added |
| Meyer Handelman Co | 3,145 | $2.14M | 0.07% | +35+1.1% | Added |
| Somerset Group LLC | 3,110 | $2.14M | 1.62% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 3,142 | $2.14M | 0.12% | −128−3.9% | Reduced |
| REDW Wealth LLC | 3,137 | $2.14M | 0.82% | −667−17.5% | Reduced |
| InTrack Investment Management Inc | 3,128 | $2.13M | 1.19% | −25−0.8% | Reduced |
| Paradigm Capital Management, LLC | 3,128 | $2.13M | 1.98% | +345+12.4% | Added |
| Falcon Wealth Planning | 3,123 | $2.13M | 0.18% | −493−13.6% | Reduced |
| 21 West Wealth Management LLC | 3,120 | $2.13M | 1.94% | −8−0.3% | Reduced |
| Oxbow Advisors, LLC | 3,119 | $2.13M | 0.19% | −355−10.2% | Reduced |
| Delta Asset Management LLC | 3,118 | $2.13M | 0.18% | +9+0.3% | Added |
| Cannon Financial Strategists, Inc. | 3,117 | $2.13M | 0.30% | −80−2.5% | Reduced |
| Sentry LLC | 3,114 | $2.12M | 0.58% | −115−3.6% | Reduced |
| Wealth Group Ltd | 3,113 | $2.12M | 0.48% | +19+0.6% | Added |
| PAX Financial Group, LLC | 3,104 | $2.12M | 0.36% | −89−2.8% | Reduced |
| EJMK Ventures LLC | 3,103 | $2.12M | 1.30% | +3,103 | New |
| Bellevue Group AG | 3,100 | $2.11M | 0.04% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 3,098 | $2.11M | 0.30% | +30+1.0% | Added |
| Argyle Capital Partners, LLC | 3,086 | $2.10M | 1.54% | +202+7.0% | Added |
| Manske Wealth Management | 3,083 | $2.10M | 0.62% | 00.0% | Unchanged |
| Strategic Advisors LLC | 3,082 | $2.10M | 0.33% | +57+1.9% | Added |
| Acorn Financial Advisory Services Inc | 3,082 | $2.10M | 0.31% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 3,072 | $2.10M | 0.54% | +1,055+52.3% | Added |
| Granite Bay Wealth Management, LLC | 3,071 | $2.09M | 0.51% | 00.0% | Unchanged |
| Dentgroup LLC | 3,068 | $2.09M | 1.44% | +59+2.0% | Added |
| Legacy Private Trust Co. | 3,056 | $2.08M | 0.12% | −2−0.1% | Reduced |
| Guardsman Private Capital Management, Inc. | 3,050 | $2.08M | 1.66% | +3,050 | New |
| Geneva Partners, LLC | 3,044 | $2.08M | 0.74% | +2+0.1% | Added |
| Independent Wealth Network Inc. | 3,038 | $2.07M | 0.63% | +198+7.0% | Added |
| Narus Financial Partners, LLC | 3,024 | $2.06M | 0.57% | −71−2.3% | Reduced |
| Shepherd Street Advisors LLC | 3,016 | $2.06M | 1.97% | +3,016 | New |
| Fiduciary Family Office, LLC | 3,014 | $2.06M | 0.59% | +6+0.2% | Added |
| Means Investment Co., Inc. | 3,004 | $2.05M | 0.17% | −137−4.4% | Reduced |
| Senator Investment Group LP | 3,000 | $2.05M | 0.08% | −111,000−97.4% | Reduced |
| HITE Hedge Asset Management LLC | 3,000 | $2.05M | 0.13% | 00.0% | Unchanged |