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 |
|---|---|---|---|---|---|
| Momentum Wealth Planning, LLC | 51,051 | $34.9M | 27.24% | −385−0.7% | Reduced |
| Western Wealth Management, LLC | 50,782 | $34.6M | 1.60% | +903+1.8% | Added |
| Birinyi Associates Inc | 50,769 | $34.6M | 8.66% | −2,167−4.1% | Reduced |
| Boston Family Office LLC | 50,693 | $34.6M | 2.19% | +1,701+3.5% | Added |
| Wind River Trust Co | 50,618 | $34.5M | 12.89% | −655−1.3% | Reduced |
| Marmo Financial Group, LLC | 50,600 | $34.5M | 16.33% | −851−1.7% | Reduced |
| Friends of the Cornell Lab of Ornithology, Inc. | 50,584 | $34.5M | 33.09% | +50,584 | New |
| NBC Securities, Inc. | 50,529 | $34.5M | 2.58% | +1,430+2.9% | Added |
| Vestmark Advisory Solutions, Inc. | 50,505 | $34.4M | 0.46% | +41,909+487.5% | Added |
| MKT Advisors LLC | 49,981 | $34.4M | 11.73% | −1,067−2.1% | Reduced |
| Sanchez Wealth Management Group | 50,291 | $34.3M | 7.33% | −4,148−7.6% | Reduced |
| Trustmark National Bank Trust Department | 50,283 | $34.3M | 2.16% | −607−1.2% | Reduced |
| GQG Partners LLC | 50,058 | $34.1M | 0.06% | +32,722+188.8% | Added |
| Axxcess Wealth Management, LLC | 59,475 | $34.1M | 0.61% | +9,005+17.8% | Added |
| Cardiff Park Advisors, LLC | 49,987 | $34.1M | 2.81% | −778−1.5% | Reduced |
| True North Advisors, LLC | 49,954 | $34.1M | 4.40% | +11,319+29.3% | Added |
| First National Bank of Omaha | 49,446 | $33.9M | 1.00% | +29,705+150.5% | Added |
| Austin Private Wealth, LLC | 49,553 | $33.8M | 2.53% | +1,086+2.2% | Added |
| Cresta Advisors, Ltd. | 49,552 | $33.8M | 14.17% | +279+0.6% | Added |
| HM Payson & Co | 49,525 | $33.8M | 0.48% | −806−1.6% | Reduced |
| Aft, Forsyth & Sober, LLC | 49,400 | $33.7M | 10.20% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 48,863 | $33.6M | 0.75% | −205−0.4% | Reduced |
| Clarius Group, LLC | 49,026 | $33.4M | 1.91% | −2,501−4.9% | Reduced |
| MPWM Advisory Solutions, LLC | 48,935 | $33.4M | 18.59% | −6,433−11.6% | Reduced |
| Ninepoint Partners LP | 48,800 | $33.3M | 3.95% | −1,700−3.4% | Reduced |
| GFS Advisors, LLC | 47,500 | $33.1M | 3.93% | −1,854−3.8% | Reduced |
| Fortis Capital Advisors, LLC | 48,411 | $33.0M | 4.87% | +106+0.2% | Added |
| Quadrant Capital Group LLC | 48,395 | $33.0M | 1.00% | +24,682+104.1% | Added |
| Montz Harcus Wealth Management LLC | 48,257 | $32.9M | 13.34% | −722−1.5% | Reduced |
| BigSur Wealth Management LLC | 48,067 | $32.9M | 7.97% | −4,487−8.5% | Reduced |
| Americana Partners, LLC | 48,191 | $32.9M | 0.90% | +15,793+48.7% | Added |
| Regal Investment Advisors LLC | 48,061 | $32.8M | 1.96% | +602+1.3% | Added |
| Essex Financial Services, Inc. | 47,956 | $32.7M | 1.86% | +112+0.2% | Added |
| Palumbo Wealth Management LLC | 47,811 | $32.6M | 8.04% | +298+0.6% | Added |
| Principal Street Partners, LLC | 47,765 | $32.6M | 5.49% | +67+0.1% | Added |
| Childress Capital Advisors, LLC | 47,718 | $32.5M | 5.23% | +9,050+23.4% | Added |
| Hancock Whitney Corp | 47,616 | $32.5M | 0.59% | +3,810+8.7% | Added |
| Pettyjohn, Wood & White, Inc | 47,494 | $32.4M | 5.08% | +1,967+4.3% | Added |
| Empowered Funds, LLC | 47,476 | $32.4M | 0.55% | +37,450+373.5% | Added |
| Erste Asset Management GmbH | 47,469 | $32.4M | 0.27% | +21,209+80.8% | Added |
| Beacon Investment Advisory Services, Inc. | 46,917 | $32.0M | 1.31% | +17,516+59.6% | Added |
| iA Global Asset Management Inc. | 46,816 | $31.9M | 0.41% | −23,221−33.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 46,683 | $31.8M | 0.27% | +1,263+2.8% | Added |
| 71 West Capital Partners | 46,685 | $31.8M | 1.46% | +46,685 | New |
| Parallel Advisors, LLC | 46,617 | $31.8M | 0.58% | +630+1.4% | Added |
| BSW Wealth Partners | 46,601 | $31.8M | 3.81% | −851−1.8% | Reduced |
| Zacks Investment Management | 46,474 | $31.7M | 0.25% | +5,434+13.2% | Added |
| Redhawk Wealth Advisors, Inc. | 46,438 | $31.7M | 3.55% | +4,627+11.1% | Added |
| Benchmark Financial Wealth Advisors, LLC | 46,398 | $31.6M | 9.08% | −2,132−4.4% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 46,316 | $31.6M | 17.70% | +1,349+3.0% | Added |
| Independent Family Office, LLC | 46,220 | $31.5M | 13.16% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 46,064 | $31.4M | 5.13% | +1,691+3.8% | Added |
| Tocqueville Asset Management L.P. | 46,050 | $31.4M | 0.46% | +21,658+88.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 45,933 | $31.3M | 1.81% | +25,120+120.7% | Added |
| Great Valley Advisor Group, Inc. | 45,891 | $31.3M | 0.60% | −4,414−8.8% | Reduced |
| Aspect Partners, LLC | 45,860 | $31.3M | 13.69% | +14,988+48.5% | Added |
| Afg Fiduciary Services Limited Partnership | 480,984 | $31.2M | 18.70% | +27,658+6.1% | Added |
| First Western Trust Bank | 45,627 | $31.1M | 1.53% | −78,060−63.1% | Reduced |
| Hobart Private Capital, LLC | 45,441 | $31.0M | 6.05% | −2,190−4.6% | Reduced |
| Hantz Financial Services, Inc. | 45,240 | $30.9M | 0.45% | +2,898+6.8% | Added |
| Ameritas Advisory Services, LLC | 45,225 | $30.8M | 1.15% | +6,545+16.9% | Added |
| LWM Advisory Services, LLC | 45,197 | $30.8M | 18.06% | +834+1.9% | Added |
| Smith, Moore & Co. | 45,197 | $30.8M | 2.33% | −8,797−16.3% | Reduced |
| Fiduciary Trust Co | 45,162 | $30.8M | 0.35% | −2,924−6.1% | Reduced |
| Catalytic Wealth RIA, LLC | 45,140 | $30.8M | 1.13% | +9,470+26.5% | Added |
| Motco | 45,065 | $30.7M | 2.79% | −59−0.1% | Reduced |
| Elequin Capital LP | 45,019 | $30.7M | 4.01% | +44,038+4,489.1% | Added |
| White Mountains Insurance Group Ltd | 45,000 | $30.7M | 11.72% | +45,000 | New |
| PFG Investments, LLC | 44,941 | $30.6M | 1.44% | +6,756+17.7% | Added |
| Amarillo National Bank | 44,875 | $30.6M | 5.37% | −803−1.8% | Reduced |
| Yousif Capital Management, LLC | 45,016 | $30.5M | 0.33% | +18,677+70.9% | Added |
| Vavra Capital Management, LLC | 44,699 | $30.5M | 29.94% | +44,699 | New |
| Aragon Global Management, LP | 44,580 | $30.4M | 9.23% | 00.0% | Unchanged |
| Provida Pension Fund Administrator | 44,575 | $30.4M | 0.53% | +16,745+60.2% | Added |
| Ayalon Holdings Ltd. | 44,419 | $30.4M | 7.37% | +5,817+15.1% | Added |
| Addison Capital Co | 44,502 | $30.3M | 7.58% | +10,417+30.6% | Added |
| Nations Financial Group Inc, | 44,482 | $30.3M | 1.60% | +23,967+116.8% | Added |
| Firestone Capital Management | 44,410 | $30.3M | 6.42% | −1,914−4.1% | Reduced |
| KCM Investment Advisors LLC | 44,364 | $30.3M | 0.97% | +291+0.7% | Added |
| NDWM LLC | 44,102 | $30.1M | 19.90% | +1,661+3.9% | Added |
| Timmons Wealth Management, LLC | 43,987 | $30.0M | 29.52% | +43,987 | New |
| Advance Capital Management, Inc. | 43,914 | $29.9M | 1.27% | −1,340−3.0% | Reduced |
| German American Bancorp, Inc. | 43,894 | $29.9M | 2.55% | −492−1.1% | Reduced |
| First Business Financial Services, Inc. | 43,791 | $29.9M | 2.74% | 00.0% | Unchanged |
| Family Management Corp | 43,755 | $29.8M | 3.77% | +2,420+5.9% | Added |
| Financial Services Advisory Inc | 43,753 | $29.8M | 10.72% | +3,725+9.3% | Added |
| Jasper Ridge Partners, L.P. | 43,695 | $29.8M | 0.66% | 00.0% | Unchanged |
| Heritage Trust Co | 43,633 | $29.8M | 3.03% | +2,447+5.9% | Added |
| CenterStar Asset Management, LLC | 43,167 | $29.4M | 46.36% | +10,756+33.2% | Added |
| Capital Advisory Group Advisory Services, LLC | 43,105 | $29.4M | 8.65% | +11,725+37.4% | Added |
| ARS Investment Partners, LLC | 43,069 | $29.4M | 1.72% | +277+0.6% | Added |
| Salomon & Ludwin, LLC | 42,641 | $29.3M | 2.59% | +54+0.1% | Added |
| Atalanta Sosnoff Capital, LLC | 42,900 | $29.3M | 0.57% | +21,519+100.6% | Added |
| Evergreen Capital Management LLC | 42,522 | $29.1M | 0.65% | +9,764+29.8% | Added |
| StoneX Group Inc. | 42,393 | $29.0M | 1.26% | +22,052+108.4% | Added |
| 111 Capital | 42,442 | $28.9M | 6.31% | +42,442 | New |
| Boothbay Fund Management, LLC | 42,360 | $28.9M | 0.76% | +17,888+73.1% | Added |
| Resonant Capital Advisors, LLC | 42,223 | $28.9M | 1.59% | −83−0.2% | Reduced |
| Avestar Capital, LLC | 42,067 | $28.7M | 1.97% | −6,432−13.3% | Reduced |
| Provenance Wealth Advisors, LLC | 42,020 | $28.7M | 3.18% | −1,712−3.9% | Reduced |