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 |
|---|---|---|---|---|---|
| Kentucky Farm Bureau Mutual Insurance Co | 109,000 | $74.3M | 20.06% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 108,988 | $74.3M | 1.66% | +3,273+3.1% | Added |
| Dakota Wealth Management | 108,098 | $73.7M | 1.31% | +8,734+8.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 107,676 | $73.4M | 1.92% | +92+0.1% | Added |
| Bawa N Mallick Trust | 107,400 | $73.2M | 27.20% | 00.0% | Unchanged |
| Azarias Capital Management, L.P. | 106,461 | $72.6M | 31.78% | 00.0% | Unchanged |
| First Horizon Corp | 105,999 | $72.3M | 3.23% | −1,451−1.4% | Reduced |
| Integrated Wealth Concepts LLC | 105,468 | $71.9M | 0.85% | −121,787−53.6% | Reduced |
| Reicon Wealth Advisors, LLC | 105,326 | $71.8M | 52.52% | +105,326 | New |
| Fayez Sarofim & Co | 105,052 | $71.6M | 0.17% | +74,964+249.1% | Added |
| Arrowstreet Capital, Limited Partnership | 104,833 | $71.5M | 0.04% | −928,133−89.9% | Reduced |
| Alvarez & Marsal Private Wealth Partners, LLC | 104,447 | $71.4M | 13.72% | +104,447 | New |
| Nine Masts Capital Ltd | 104,139 | $71.0M | 12.25% | +104,139 | New |
| Omers Administration Corp | 103,835 | $70.8M | 0.50% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 103,166 | $70.4M | 0.10% | −1,624−1.5% | Reduced |
| Fort Point Capital Partners LLC | 101,271 | $70.3M | 8.58% | +499+0.5% | Added |
| New England Asset Management Inc | 103,004 | $70.2M | 9.18% | +2,800+2.8% | Added |
| Dynasty Wealth Management, LLC | 102,931 | $70.2M | 0.69% | −809−0.8% | Reduced |
| Conning Inc. | 102,120 | $69.6M | 2.33% | −1,207−1.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 102,013 | $69.6M | 0.99% | −11,374−10.0% | Reduced |
| Shepherd Financial Partners LLC | 101,817 | $69.4M | 6.43% | −339−0.3% | Reduced |
| Edgestream Partners, L.P. | 101,548 | $69.2M | 1.95% | +50,107+97.4% | Added |
| D.A. Davidson & Co. | 100,764 | $68.7M | 0.42% | −1,444−1.4% | Reduced |
| Crewe Advisors LLC | 100,755 | $68.7M | 6.09% | −1,058−1.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 99,393 | $67.8M | 0.18% | −1,460−1.4% | Reduced |
| Westshore Wealth, LLC | 99,378 | $67.8M | 22.42% | −1,972−1.9% | Reduced |
| Allianz Asset Management GmbH | 99,000 | $67.5M | 0.08% | −18,302−15.6% | Reduced |
| Blackstone Group Inc. | 98,810 | $67.4M | 0.29% | +8,587+9.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 98,688 | $67.3M | 1.21% | +2,015+2.1% | Added |
| Prospera Financial Services Inc | 98,585 | $67.3M | 1.10% | −4,723−4.6% | Reduced |
| Farther Finance Advisors, LLC | 98,508 | $67.2M | 0.72% | +16,087+19.5% | Added |
| J.W. Cole Advisors, Inc. | 124,844 | $67.2M | 1.63% | −4,200−3.3% | Reduced |
| IFG Advisory, LLC | 98,433 | $67.1M | 2.93% | +7,552+8.3% | Added |
| Canada Post Corp Registered Pension Plan | 98,414 | $67.1M | 2.56% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 98,305 | $67.0M | 11.31% | −6,249−6.0% | Reduced |
| LGL Partners, LLC | 97,789 | $66.9M | 28.53% | −1,080−1.1% | Reduced |
| Global Retirement Partners, LLC | 97,919 | $66.8M | 1.18% | +3,369+3.6% | Added |
| Barings LLC | 97,330 | $66.4M | 1.22% | −17,455−15.2% | Reduced |
| Oppenheimer Asset Management Inc. | 96,948 | $66.1M | 0.81% | +23,367+31.8% | Added |
| Modera Wealth Management, LLC | 96,613 | $65.9M | 0.76% | +184+0.2% | Added |
| Performa Ltd (US), LLC | 96,375 | $65.7M | 16.68% | −12,121−11.2% | Reduced |
| Vanguard Group Inc | 95,456 | $65.1M | 0.00% | +492+0.5% | Added |
| Meridian Wealth Management, LLC | 95,187 | $65.0M | 2.29% | +3,096+3.4% | Added |
| Allspring Global Investments Holdings, LLC | 94,838 | $64.8M | 0.10% | +60,687+177.7% | Added |
| Brinker Capital Investments, LLC | 94,931 | $64.7M | 0.47% | −23,969−20.2% | Reduced |
| USA Financial Portformulas Corp | 94,596 | $64.5M | 11.74% | −2,564−2.6% | Reduced |
| IFP Advisors, Inc | 94,572 | $64.5M | 1.45% | +5,811+6.5% | Added |
| Capital Management Associates, Inc | 94,001 | $64.1M | 14.17% | +34,061+56.8% | Added |
| Cynosure Management, LLC | 93,921 | $64.0M | 6.53% | −4,647−4.7% | Reduced |
| Sapient Capital LLC | 92,352 | $63.6M | 0.89% | −5,004−5.1% | Reduced |
| All Terrain Financial Advisors, LLC | 93,152 | $63.5M | 19.50% | +3,605+4.0% | Added |
| Capital Advisors Inc | 92,744 | $63.2M | 1.02% | −12,048−11.5% | Reduced |
| Choate Investment Advisors | 92,651 | $63.2M | 1.24% | +1,300+1.4% | Added |
| Federation des caisses Desjardins du Quebec | 92,588 | $63.1M | 0.24% | +7,154+8.4% | Added |
| Shapiro Capital Management LLC | 92,375 | $63.0M | 3.33% | +92,375 | New |
| Klingenstein Fields & Co LP | 92,187 | $62.9M | 2.36% | +2,971+3.3% | Added |
| Legacy Wealth Management, LLC | 92,031 | $62.8M | 16.76% | +5,318+6.1% | Added |
| MSA Advisors, LLC | 91,379 | $62.3M | 15.60% | −22,630−19.8% | Reduced |
| Phoenix Holdings Ltd. | 91,196 | $62.3M | 0.68% | −859−0.9% | Reduced |
| Stock Yards Bank & Trust Co | 90,162 | $61.5M | 1.88% | −1,431−1.6% | Reduced |
| Aptus Capital Advisors, LLC | 89,947 | $61.3M | 0.52% | +12,382+16.0% | Added |
| Verus Advisory, Inc. | 89,273 | $61.3M | 40.02% | +89,273 | New |
| First Financial Bank - Trust Division | 89,724 | $61.2M | 5.03% | −550−0.6% | Reduced |
| Granby Capital Management, LLC | 89,500 | $61.0M | 32.55% | 00.0% | Unchanged |
| Greenhouse Wealth Management, LLC | 88,997 | $60.7M | 35.89% | −1,917−2.1% | Reduced |
| SEI Investments Co | 88,555 | $60.4M | 0.06% | +55,916+171.3% | Added |
| 180 GPS Investments IC Ltd | 90,602 | $60.2M | 47.55% | +39,334+76.7% | Added |
| Modern Wealth Management, LLC | 88,126 | $60.1M | 1.10% | −33,968−27.8% | Reduced |
| Potentia Wealth | 88,079 | $60.1M | 22.01% | −2,422−2.7% | Reduced |
| Cumberland Advisors Inc | 87,943 | $60.0M | 22.73% | −2,950−3.2% | Reduced |
| Perigon Wealth Management, LLC | 87,926 | $60.0M | 1.07% | −1,124−1.3% | Reduced |
| Sigma Planning Corp | 87,921 | $60.0M | 1.66% | +818+0.9% | Added |
| Matauro, LLC | 87,798 | $59.9M | 9.01% | +2,376+2.8% | Added |
| Advisor Resource Council | 86,735 | $59.8M | 21.29% | +44,916+107.4% | Added |
| Westwood Holdings Group Inc. | 87,567 | $59.7M | 0.49% | +321+0.4% | Added |
| Simplex Trading, LLC | 87,518 | $59.7M | 1.68% | −66,765−43.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 87,292 | $59.5M | 2.88% | +8,920+11.4% | Added |
| Marathon Trading Investment Management LLC | 86,612 | $59.1M | 7.06% | +74,737+629.4% | Added |
| Capital Fund Management S.A. | 86,500 | $59.0M | 0.56% | +86,500 | New |
| SRS Capital Advisors, Inc. | 86,355 | $58.9M | 1.72% | +86,355 | New |
| Attessa Capital LLC | 85,733 | $58.5M | 31.96% | +5,290+6.6% | Added |
| Maven Securities LTD | 85,635 | $58.4M | 7.43% | +57,197+201.1% | Added |
| 4Thought Financial Group Inc. | 85,587 | $58.4M | 28.90% | +3,097+3.8% | Added |
| Harbour Investments, Inc. | 85,537 | $58.3M | 1.18% | +4,644+5.7% | Added |
| Keel Point, LLC | 85,525 | $58.3M | 3.52% | −6,219−6.8% | Reduced |
| Change Path, LLC | 85,488 | $58.3M | 1.41% | +2,637+3.2% | Added |
| Lazard Freres Gestion S.A.S. | 85,013 | $58.0M | 1.04% | +15,827+22.9% | Added |
| Waldron Private Wealth LLC | 84,986 | $58.0M | 2.29% | −982−1.1% | Reduced |
| Aua Capital Management, LLC | 84,643 | $57.7M | 28.95% | +2,493+3.0% | Added |
| Holocene Advisors, LP | 84,533 | $57.6M | 0.12% | +33,138+64.5% | Added |
| Apella Capital, LLC | 84,439 | $57.6M | 1.14% | +5,194+6.6% | Added |
| Gladstone Institutional Advisory LLC | 84,268 | $57.5M | 2.17% | +3,867+4.8% | Added |
| Laird Norton Trust Company, LLC | 83,940 | $57.4M | 1.19% | +73,940+739.4% | Added |
| Sowell Financial Services LLC | 84,151 | $57.4M | 2.11% | +6,946+9.0% | Added |
| MIO Partners, Inc. | 84,090 | $57.3M | 98.70% | +84,090 | New |
| Robertson Stephens Wealth Management, LLC | 83,226 | $56.9M | 1.60% | −198,491−70.5% | Reduced |
| Becker Capital Management Inc | 82,756 | $56.6M | 1.62% | +491+0.6% | Added |
| Fiduciary Alliance LLC | 82,514 | $56.3M | 3.68% | −415−0.5% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 81,424 | $55.5M | 5.68% | +81,424 | New |
| Dean, Jacobson Financial Services, LLC | 81,156 | $55.3M | 35.11% | +758+0.9% | Added |