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; 4,668 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
- 1,771 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 156,187 | $106.5M | 1.34% | +148,407+1,907.5% | Added |
| Brandywine Trust Co | 154,454 | $105.3M | 18.47% | +2,978+2.0% | Added |
| CVS Health Corp | 153,891 | $104.9M | 77.55% | 00.0% | Unchanged |
| Strategic Point Investment Advisors, LLC | 153,413 | $104.6M | 14.47% | −4,458−2.8% | Reduced |
| Foundations Investment Advisors, LLC | 152,699 | $104.1M | 1.37% | −9,807−6.0% | Reduced |
| Karnit Road Accident Victims Compensation Fund | 151,957 | $103.6M | 58.57% | +151,957 | New |
| Stadion Money Management, LLC | 150,705 | $102.8M | 8.33% | −11,844−7.3% | Reduced |
| Bradley Foster & Sargent Inc | 148,840 | $101.5M | 1.49% | −25,312−14.5% | Reduced |
| Gainplan LLC | 148,224 | $101.1M | 37.95% | −6,202−4.0% | Reduced |
| Howard Capital Management Group, LLC | 147,952 | $100.9M | 6.37% | −497−0.3% | Reduced |
| Ramsey Quantitative Systems | 147,603 | $100.6M | 91.62% | −1,825−1.2% | Reduced |
| RBF Capital, LLC | 146,300 | $99.8M | 4.55% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 146,138 | $99.7M | 1.21% | −15,333−9.5% | Reduced |
| Summit Financial, LLC | 145,586 | $99.6M | 1.46% | +581+0.4% | Added |
| Serenus Wealth Advisors, LLC | 145,954 | $99.5M | 19.27% | −2,180−1.5% | Reduced |
| Renaissance Technologies LLC | 144,480 | $98.5M | 0.15% | +144,480 | New |
| Tucker Asset Management LLC | 144,296 | $98.4M | 28.65% | +3,498+2.5% | Added |
| Sentinel Pension Advisors Inc | 143,122 | $97.6M | 14.99% | +238+0.2% | Added |
| Fiera Capital Corp | 142,840 | $97.4M | 0.31% | +13,570+10.5% | Added |
| Adviser Investments LLC | 142,832 | $97.4M | 1.06% | +4,239+3.1% | Added |
| Jabodon PT Co | 142,750 | $97.3M | 12.88% | +382+0.3% | Added |
| New York Life Insurance Co | 142,522 | $97.2M | 21.31% | 00.0% | Unchanged |
| MCF Advisors LLC | 141,670 | $96.8M | 5.35% | −2,023−1.4% | Reduced |
| Geneos Wealth Management Inc. | 141,906 | $96.8M | 2.37% | +8,824+6.6% | Added |
| Urban Financial Advisory Corp | 141,678 | $96.6M | 37.94% | −420−0.3% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 141,653 | $96.6M | 1.30% | +43,875+44.9% | Added |
| Rising Stella Capital Pte. Ltd | 141,581 | $96.5M | 45.49% | +141,581 | New |
| Freestone Capital Holdings, LLC | 140,755 | $96.0M | 2.84% | −822−0.6% | Reduced |
| Webster Bank, N. A. | 140,369 | $95.7M | 8.98% | −1,100−0.8% | Reduced |
| Atticus Wealth Management, LLC | 139,805 | $95.3M | 23.54% | −1,122−0.8% | Reduced |
| Thor Trading Advisors, LLC | 138,509 | $95.2M | 39.44% | +64,033+86.0% | Added |
| Clearstead Advisors, LLC | 139,220 | $94.9M | 1.20% | +7,596+5.8% | Added |
| V2 Financial group LLC | 139,053 | $94.8M | 46.71% | +134+0.1% | Added |
| MUFG Bank, Ltd. | 138,700 | $94.6M | 2.97% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 137,905 | $94.0M | 0.08% | +23,823+20.9% | Added |
| Total Investment Management Inc | 137,303 | $93.6M | 12.01% | +617+0.5% | Added |
| Wellington Management Group LLP | 137,200 | $93.6M | 0.02% | −7,694−5.3% | Reduced |
| Atria Investments LLC | 135,956 | $92.7M | 1.05% | +18,964+16.2% | Added |
| Pine Valley Investments Ltd Liability Co | 134,881 | $92.2M | 4.59% | +1,483+1.1% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 134,798 | $91.9M | 5.21% | −3,000−2.2% | Reduced |
| Joel Isaacson & Co., LLC | 134,670 | $91.8M | 3.03% | +21,076+18.6% | Added |
| Flow Traders U.S. LLC | 134,586 | $91.8M | 3.01% | +134,586 | New |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 134,556 | $91.8M | 12.72% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 134,473 | $91.7M | 2.86% | +134,473 | New |
| Schusterman Interests, LLC | 133,977 | $91.4M | 20.91% | +1,460+1.1% | Added |
| Cornerstone Wealth Group, LLC | 133,588 | $91.1M | 6.23% | −4,642−3.4% | Reduced |
| St. Louis Trust Co | 132,873 | $90.6M | 10.39% | −576−0.4% | Reduced |
| Bokf, NA | 132,423 | $90.3M | 1.38% | +828+0.6% | Added |
| Hudson Bay Capital Management LP | 132,184 | $90.1M | 0.52% | −254,816−65.8% | Reduced |
| Banque Pictet & Cie SA | 132,053 | $90.0M | 0.90% | −17,448−11.7% | Reduced |
| Alkeon Capital Management LLC | 131,500 | $89.7M | 0.39% | +131,500 | New |
| Johnson Investment Counsel Inc | 130,618 | $89.1M | 0.73% | +136+0.1% | Added |
| Busey Wealth Management | 130,366 | $88.9M | 2.34% | −129−0.1% | Reduced |
| Calamos Advisors LLC | 130,267 | $88.8M | 0.37% | −146,749−53.0% | Reduced |
| Berkeley Capital Partners, LLC | 129,849 | $88.5M | 20.85% | +839+0.7% | Added |
| CSM Advisors, LLC | 129,440 | $88.3M | 2.40% | −40,852−24.0% | Reduced |
| Toronto Dominion Bank | 129,397 | $88.2M | 0.16% | −385,909−74.9% | Reduced |
| Beacon Capital Management, Inc. | 128,269 | $87.5M | 4.68% | +15,869+14.1% | Added |
| Consolidated Investment Group LLC | 128,215 | $87.4M | 10.46% | +3,000+2.4% | Added |
| Independence Bank of Kentucky | 128,129 | $87.4M | 10.87% | +1,741+1.4% | Added |
| Balyasny Asset Management LLC | 126,992 | $86.6M | 0.16% | +31,398+32.8% | Added |
| Coldstream Capital Management Inc | 43,586 | $85.9M | 1.11% | +13,435+44.6% | Added |
| Steel Peak Wealth Management LLC | 125,038 | $85.5M | 2.81% | +6,803+5.8% | Added |
| Midwest Trust Co | 125,080 | $85.3M | 1.06% | +539+0.4% | Added |
| TCW Group Inc | 124,469 | $84.9M | 0.61% | +222+0.2% | Added |
| Portland Global Advisors LLC | 123,770 | $84.4M | 9.06% | −1,892−1.5% | Reduced |
| RSM US Wealth Management LLC | 354,325 | $84.3M | 1.07% | −700−0.2% | Reduced |
| Amundi | 123,247 | $84.0M | 0.02% | −425,221−77.5% | Reduced |
| Granger Management LLC | 122,825 | $84.0M | 22.20% | −164,715−57.3% | Reduced |
| Evoke Wealth, LLC | 122,822 | $84.0M | 1.62% | −31,592−20.5% | Reduced |
| Capital International Investors | 121,461 | $83.4M | 0.01% | +38,454+46.3% | Added |
| Mill Creek Capital Advisors, LLC | 121,185 | $82.6M | 1.68% | −3,524−2.8% | Reduced |
| CTC LLC | 121,111 | $82.6M | 7.57% | −1,222,741−91.0% | Reduced |
| Insigneo Advisory Services, LLC | 120,530 | $82.2M | 5.90% | −2,306−1.9% | Reduced |
| Oppenheimer & Co Inc | 120,186 | $82.0M | 1.16% | +6,627+5.8% | Added |
| Venture Visionary Partners LLC | 119,681 | $81.6M | 2.67% | −2,264−1.9% | Reduced |
| Allianz SE | 119,270 | $81.3M | 1.05% | +4,133+3.6% | Added |
| Haverford Trust Co | 118,953 | $81.1M | 0.72% | +3,414+3.0% | Added |
| Public Sector Pension Investment Board | 118,788 | $81.0M | 0.27% | +39,639+50.1% | Added |
| Capital Advisors, Ltd. LLC | 118,682 | $80.9M | 9.92% | −1,122−0.9% | Reduced |
| Atlantic Union Bankshares Corp | 117,774 | $80.3M | 1.51% | −2,740−2.3% | Reduced |
| Integrated Advisors Network LLC | 117,771 | $80.3M | 3.56% | −1,635−1.4% | Reduced |
| Keystone Financial Group | 117,643 | $80.2M | 5.93% | −46,042−28.1% | Reduced |
| Lavaca Capital LLC | 116,721 | $79.6M | 13.47% | −536−0.5% | Reduced |
| Evercore Wealth Management, LLC | 116,548 | $79.5M | 1.16% | +653+0.6% | Added |
| Procyon Private Wealth Partners, LLC | 115,902 | $79.0M | 3.91% | +101,940+730.1% | Added |
| Headland Capital, LLC | 115,615 | $78.8M | 21.95% | +417+0.4% | Added |
| Mesirow Financial Investment Management, Inc. | 115,388 | $78.7M | 1.62% | −19,579−14.5% | Reduced |
| RMB Capital Management, LLC | 115,073 | $78.7M | 1.36% | −1,513−1.3% | Reduced |
| Lepercq De Neuflize Asset Management LLC | 115,245 | $78.6M | 44.93% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 115,228 | $78.6M | 3.79% | −2,673−2.3% | Reduced |
| NTV Asset Management LLC | 114,425 | $78.0M | 8.26% | +3,222+2.9% | Added |
| Stratos Wealth Advisors, LLC | 113,077 | $77.1M | 3.72% | −2,509−2.2% | Reduced |
| IFG Advisors, LLC | 112,980 | $77.0M | 12.82% | −3,180−2.7% | Reduced |
| TSG Advice Partners, LLC | 112,898 | $77.0M | 11.75% | +112,898 | New |
| Regions Financial Corp | 112,610 | $76.8M | 0.49% | +14,467+14.7% | Added |
| Kestra Private Wealth Services, LLC | 112,418 | $76.7M | 0.95% | −834−0.7% | Reduced |
| Novare Capital Management LLC | 111,299 | $75.9M | 5.69% | −8,219−6.9% | Reduced |
| Kirkwood Financial Services | 111,327 | $75.8M | 26.53% | +3,580+3.3% | Added |
| Eos Management, L.P. | 110,736 | $75.5M | 29.40% | 00.0% | Unchanged |