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 |
|---|---|---|---|---|---|
| SNS Financial Group, LLC | 62,355 | $42.7M | 3.67% | −2,930−4.5% | Reduced |
| Aviso Financial Inc. | 61,959 | $42.2M | 1.61% | +20,375+49.0% | Added |
| Correct Capital Wealth Management | 61,903 | $42.2M | 7.95% | +10,409+20.2% | Added |
| VestGen Advisors, LLC | 61,838 | $42.2M | 1.79% | −116,956−65.4% | Reduced |
| Apollon Wealth Management, LLC | 61,799 | $42.1M | 0.73% | +4,465+7.8% | Added |
| Principal Financial Group Inc | 61,603 | $42.0M | 0.02% | −1,164−1.9% | Reduced |
| Financial Partners Group, Inc | 60,708 | $42.0M | 4.86% | +1,040+1.7% | Added |
| Caldwell Trust Co | 61,602 | $42.0M | 3.73% | −447−0.7% | Reduced |
| Verdence Capital Advisors LLC | 61,431 | $41.9M | 2.48% | −2,919−4.5% | Reduced |
| Youngs Advisory Group, Inc. | 61,198 | $41.7M | 14.85% | −2,387−3.8% | Reduced |
| Trinity Financial Advisors LLC | 61,007 | $41.7M | 11.67% | −2,066−3.3% | Reduced |
| GM Advisory Group, Inc. | 60,987 | $41.6M | 1.63% | +18,541+43.7% | Added |
| Ashton Thomas Private Wealth, LLC | 60,769 | $41.6M | 1.01% | +930+1.6% | Added |
| Wealth Advisory Solutions, LLC | 60,690 | $41.4M | 9.65% | −100−0.2% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 60,671 | $41.4M | 9.18% | +60,671 | New |
| Argent Trust Co | 60,503 | $41.3M | 1.41% | +1,230+2.1% | Added |
| IHT Wealth Management, LLC | 60,475 | $41.2M | 1.00% | −22,844−27.4% | Reduced |
| Cambient Family Office, LLC | 60,211 | $41.2M | 5.88% | +60,211 | New |
| Associated Banc-Corp | 60,199 | $41.1M | 1.05% | −547−0.9% | Reduced |
| Orchard Capital Managment, LLC | 60,000 | $40.9M | 35.51% | +60,000 | New |
| Aspiriant, LLC | 59,832 | $40.8M | 1.17% | −597−1.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 59,756 | $40.7M | 13.42% | −561−0.9% | Reduced |
| State of Wisconsin Investment Board | 59,350 | $40.5M | 0.09% | −3,125−5.0% | Reduced |
| Humankind Investments LLC | 59,140 | $40.3M | 18.09% | 00.0% | Unchanged |
| Hanover Advisors Inc | 59,094 | $40.3M | 15.65% | −272−0.5% | Reduced |
| Wilkerson Advisory Group LLC | 58,991 | $40.2M | 14.17% | +58,991 | New |
| Johnson Financial Group, Inc. | 58,745 | $40.2M | 1.50% | +1,519+2.7% | Added |
| Spire Wealth Management | 58,788 | $40.1M | 1.34% | −4,217−6.7% | Reduced |
| MTC Wealth Management LLC | 58,688 | $40.0M | 18.78% | −1,887−3.1% | Reduced |
| Adirondack Trust Co | 58,676 | $40.0M | 13.16% | −665−1.1% | Reduced |
| Evansbrook LLC | 58,475 | $39.9M | 26.67% | +58,475 | New |
| Retirement Planning Group | 58,397 | $39.8M | 1.31% | +4,148+7.6% | Added |
| James J. Burns & Company, LLC | 58,382 | $39.8M | 5.49% | +9,154+18.6% | Added |
| Navigation Wealth Management, Inc. | 58,347 | $39.8M | 59.10% | −4,683−7.4% | Reduced |
| 1832 Asset Management L.P. | 57,943 | $39.5M | 0.05% | +25,018+76.0% | Added |
| Wedbush Securities Inc | 57,898 | $39.5M | 1.15% | +4,593+8.6% | Added |
| Bank Hapoalim BM | 57,777 | $39.4M | 3.42% | −683−1.2% | Reduced |
| Resources Investment Advisors, LLC. | 57,698 | $39.3M | 0.39% | −4,062−6.6% | Reduced |
| Trust Co of Virginia | 57,672 | $39.3M | 3.18% | +4,428+8.3% | Added |
| Union Bancaire Privee, UBP SA | 55,647 | $39.3M | 0.65% | +5,406+10.8% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 57,232 | $39.0M | 15.27% | +33+0.1% | Added |
| TIG Advisors, LLC | 57,198 | $39.0M | 1.88% | +159+0.3% | Added |
| Cary Street Partners Financial LLC | 57,054 | $38.9M | 0.96% | +2,926+5.4% | Added |
| Partners Capital Investment Group, LLP | 57,015 | $38.9M | 1.45% | +153+0.3% | Added |
| Capital Wealth Planning, LLC | 57,003 | $38.9M | 0.25% | +2,212+4.0% | Added |
| SFG Wealth Management, LLC. | 56,997 | $38.9M | 15.27% | −37,934−40.0% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 56,967 | $38.8M | 15.22% | +884+1.6% | Added |
| Cullinan Associates Inc | 56,861 | $38.8M | 2.63% | +2,194+4.0% | Added |
| Silvercrest Asset Management Group LLC | 56,575 | $38.6M | 0.27% | +13,463+31.2% | Added |
| Glen Eagle Advisors, LLC | 56,524 | $38.5M | 5.25% | +308+0.5% | Added |
| Hibernia Wealth Partners, LLC | 56,352 | $38.4M | 11.57% | +27,137+92.9% | Added |
| Dumont & Blake Investment Advisors LLC | 56,367 | $38.4M | 9.24% | −1,012−1.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 56,275 | $38.4M | 0.29% | −319−0.6% | Reduced |
| King Luther Capital Management Corp | 56,243 | $38.4M | 0.16% | −2,586−4.4% | Reduced |
| Welch & Forbes LLC | 56,158 | $38.3M | 0.46% | +15,846+39.3% | Added |
| HMS Capital Management, LLC | 56,110 | $38.3M | 15.83% | −24,247−30.2% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 56,074 | $38.2M | 21.84% | +477+0.9% | Added |
| Calamos Wealth Management LLC | 56,054 | $38.2M | 1.32% | −4,661−7.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 56,000 | $38.2M | 0.02% | −50,000−47.2% | Reduced |
| Proffitt & Goodson Inc | 55,932 | $38.1M | 5.33% | −1,424−2.5% | Reduced |
| McAlister, Sweet & Associates, Inc. | 55,895 | $38.1M | 35.45% | −25,050−30.9% | Reduced |
| Rpo LLC | 55,826 | $38.1M | 43.65% | +36,389+187.2% | Added |
| Cercano Management LLC | 55,788 | $38.0M | 1.44% | +3,601+6.9% | Added |
| Capasso Planning Partners LLC | 55,703 | $38.0M | 20.88% | −2,031−3.5% | Reduced |
| Sherman Porfolios, LLC | 55,483 | $37.8M | 2.58% | +37,172+203.0% | Added |
| Angeles Wealth Management, LLC | 55,213 | $37.7M | 2.08% | +8,684+18.7% | Added |
| McElhenny Sheffield Capital Management, LLC | 55,316 | $37.7M | 9.18% | −2,988−5.1% | Reduced |
| Mechanics Bank Trust Department | 55,202 | $37.6M | 4.93% | −217−0.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 54,689 | $37.3M | 0.21% | +3,464+6.8% | Added |
| ADAR1 Capital Management, LLC | 54,684 | $37.3M | 2.79% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 54,600 | $37.2M | 0.19% | −1,400−2.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 54,297 | $37.0M | 1.96% | −43−0.1% | Reduced |
| Smithbridge Asset Management Inc | 54,243 | $37.0M | 3.16% | +26,899+98.4% | Added |
| Safeguard Investment Advisory Group, LLC | 54,027 | $36.8M | 9.42% | −3,993−6.9% | Reduced |
| Focus Financial Network, Inc. | 53,867 | $36.7M | 1.28% | +235+0.4% | Added |
| Evermay Wealth Management LLC | 53,556 | $36.6M | 4.11% | −235−0.4% | Reduced |
| Crescent Grove Advisors, LLC | 53,212 | $36.4M | 3.46% | −5,579−9.5% | Reduced |
| Kingsview Wealth Management, LLC | 53,318 | $36.4M | 0.52% | +15,167+39.8% | Added |
| Prosperity Consulting Group, LLC | 53,253 | $36.3M | 1.63% | +1,877+3.7% | Added |
| Oakmont Corp | 53,241 | $36.3M | 6.28% | +1,415+2.7% | Added |
| CoreCap Advisors, LLC | 53,166 | $36.3M | 1.27% | −1,036−1.9% | Reduced |
| Roth Financial Partners LLC | 53,079 | $36.2M | 11.95% | −269−0.5% | Reduced |
| Greenberg Financial Group | 53,024 | $36.2M | 14.89% | +53,024 | New |
| Capital World Investors | 52,566 | $36.1M | 0.00% | +10,917+26.2% | Added |
| Capital Group Private Client Services, Inc. | 52,676 | $35.9M | 0.57% | +344+0.7% | Added |
| Bridgewater Advisors Inc. | 52,390 | $35.9M | 2.33% | −68−0.1% | Reduced |
| Callan Family Office, LLC | 52,590 | $35.9M | 0.77% | +1,487+2.9% | Added |
| Mission Wealth Management, LP | 52,547 | $35.8M | 0.73% | −519−1.0% | Reduced |
| Oxford Financial Group Ltd | 52,480 | $35.8M | 1.97% | +2,294+4.6% | Added |
| Constant Guidance Financial LLC | 52,403 | $35.7M | 25.14% | +5,564+11.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 52,196 | $35.6M | 0.18% | +2,472+5.0% | Added |
| Capital Investment Advisors, LLC | 52,017 | $35.5M | 0.54% | −688−1.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 51,781 | $35.3M | 2.43% | −1,740−3.3% | Reduced |
| Curated Wealth Partners LLC | 51,774 | $35.3M | 3.82% | +141+0.3% | Added |
| Ironsides Asset Advisors, LLC | 51,627 | $35.2M | 8.92% | +250.0% | Added |
| Granite FO LLC | 51,542 | $35.1M | 18.75% | −398−0.8% | Reduced |
| Farmers Trust Co | 51,542 | $35.1M | 5.73% | −10,159−16.5% | Reduced |
| Clarity Wealth Advisors, LLC | 51,485 | $35.1M | 7.16% | +258+0.5% | Added |
| Diversified Management Inc | 51,436 | $35.1M | 8.19% | +51,436 | New |
| First Heartland Consultants, Inc. | 51,325 | $35.0M | 2.65% | −1,216−2.3% | Reduced |