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
- 1,772 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 | 4,668 | $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 |
|---|---|---|---|---|---|
| Sovereign Financial Group, Inc. | 41,948 | $28.6M | 5.10% | +1,032+2.5% | Added |
| Snowden Capital Advisors LLC | 41,821 | $28.6M | 0.74% | +455+1.1% | Added |
| Three Bridge Wealth Advisors, LLC | 41,763 | $28.6M | 7.53% | +484+1.2% | Added |
| PKS Advisory Services, LLC | 41,862 | $28.5M | 6.51% | −104−0.2% | Reduced |
| Indiana Trust & Investment Management CO | 41,755 | $28.5M | 8.40% | −320−0.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 41,734 | $28.5M | 0.48% | −114−0.3% | Reduced |
| LCM Capital Management Inc | 41,638 | $28.4M | 13.72% | −338−0.8% | Reduced |
| Financial Engines Advisors L.L.C. | 41,516 | $28.3M | 0.05% | +1,414+3.5% | Added |
| Greenleaf Trust | 41,426 | $28.2M | 0.26% | −2,023−4.7% | Reduced |
| Nepc LLC | 41,403 | $28.2M | 0.60% | −206−0.5% | Reduced |
| FFT Wealth Management LLC | 41,260 | $28.2M | 5.37% | −6,947−14.4% | Reduced |
| Investors Portfolio Services LLC | 41,231 | $28.1M | 25.35% | +41,231 | New |
| Nuveen, LLC | 41,796 | $28.1M | 0.01% | +32,479+348.6% | Added |
| Landmark Wealth Management, Inc. | 40,988 | $28.0M | 10.56% | −702−1.7% | Reduced |
| Financially Speaking Inc | 40,887 | $27.9M | 18.04% | +40,887 | New |
| Houlihan Financial Resource Group, Ltd. | 40,562 | $27.9M | 10.59% | +20,479+102.0% | Added |
| National Asset Management, Inc. | 40,822 | $27.8M | 1.32% | +1,854+4.8% | Added |
| Westco Advisory Services Inc | 40,623 | $27.7M | 17.02% | +40,623 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 40,366 | $27.5M | 0.86% | −3,700−8.4% | Reduced |
| Diversified Portfolios, Inc. | 40,294 | $27.5M | 2.29% | −452−1.1% | Reduced |
| Titleist Asset Management, LLC | 40,209 | $27.4M | 2.22% | +1,184+3.0% | Added |
| MidFirst Bank | 40,207 | $27.4M | 2.18% | +40,207 | New |
| BLB&B Advisors, LLC | 40,026 | $27.3M | 1.14% | +585+1.5% | Added |
| Sentinus, LLC | 39,988 | $27.3M | 2.62% | +21,750+119.3% | Added |
| Legacy Advisors, LLC | 39,879 | $27.2M | 2.92% | +204+0.5% | Added |
| Ciovacco Capital Management LLC | 39,878 | $27.2M | 13.62% | −932−2.3% | Reduced |
| Roble, Belko & Company, Inc | 39,857 | $27.2M | 3.56% | −74−0.2% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 39,690 | $27.1M | 1.13% | +786+2.0% | Added |
| Signal Advisors Wealth, LLC | 39,612 | $27.0M | 2.15% | +985+2.6% | Added |
| Prescott Group Capital Management, L.L.C. | 39,583 | $27.0M | 2.51% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 39,583 | $27.0M | 3.61% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 39,582 | $27.0M | 2.03% | +535+1.4% | Added |
| Whitford Management LLC | 39,459 | $26.9M | 27.36% | +80.0% | Added |
| BancorpSouth Bank | 39,402 | $26.9M | 1.57% | +936+2.4% | Added |
| Pallas Capital Advisors LLC | 39,396 | $26.9M | 0.89% | +28,767+270.6% | Added |
| Wellspring Financial Advisors, LLC | 768,409 | $26.8M | 2.12% | +54,194+7.6% | Added |
| Tull Financial Group, Inc. | 39,214 | $26.7M | 11.45% | −23−0.1% | Reduced |
| Raelipskie Partnership | 39,117 | $26.7M | 11.18% | −579−1.5% | Reduced |
| Connecticut Wealth Management, LLC | 39,004 | $26.6M | 1.16% | −119−0.3% | Reduced |
| LFA - Lugano Financial Advisors SA | 38,944 | $26.6M | 13.71% | −1,434−3.6% | Reduced |
| Palisade Asset Management, LLC | 38,902 | $26.5M | 2.59% | −117−0.3% | Reduced |
| Soltis Investment Advisors LLC | 38,672 | $26.4M | 1.74% | +4,842+14.3% | Added |
| Bartlett & Co. Wealth Management LLC | 38,425 | $26.3M | 0.34% | +4,008+11.6% | Added |
| Corsair Capital Management, L.P. | 38,507 | $26.3M | 4.34% | +80.0% | Added |
| Guardian Wealth Advisors, LLC | 38,481 | $26.2M | 14.80% | −1,133−2.9% | Reduced |
| Eagle Capital Management, LLC | 38,480 | $26.2M | 9.54% | −222−0.6% | Reduced |
| Gryphon Financial Partners LLC | 38,440 | $26.2M | 2.80% | +3,544+10.2% | Added |
| Avidian Wealth Solutions, LLC | 38,374 | $26.2M | 0.95% | +83+0.2% | Added |
| Daymark Wealth Partners, LLC | 38,350 | $26.2M | 0.83% | −540−1.4% | Reduced |
| Gateway Investment Advisers LLC | 38,015 | $25.9M | 0.24% | −1,304−3.3% | Reduced |
| Albion Financial Group | 37,992 | $25.9M | 1.61% | +609+1.6% | Added |
| Integrity Financial Corp | 37,472 | $25.6M | 12.98% | +653+1.8% | Added |
| Pacific Wealth Strategies Group, Inc. | 37,415 | $25.5M | 14.44% | +2,447+7.0% | Added |
| Pilgrim Partners Asia Pte Ltd | 37,253 | $25.4M | 12.23% | 00.0% | Unchanged |
| Strategic Equity Management | 37,178 | $25.4M | 8.60% | −2,849−7.1% | Reduced |
| Massmutual Trust Co FSB | 37,132 | $25.3M | 0.65% | +27,584+288.9% | Added |
| Taylor Securities Services, Inc. | 37,115 | $25.3M | 11.55% | +37,115 | New |
| Lavelle Capital LP | 35,697 | $25.3M | 16.03% | +35,697 | New |
| Legacy Wealth Partners, LLC | 37,095 | $25.3M | 6.55% | +37,095 | New |
| Foguth Wealth Management, LLC. | 36,965 | $25.3M | 3.91% | +36,965 | New |
| Spinnaker Trust | 36,978 | $25.2M | 1.35% | +322+0.9% | Added |
| Aspire Private Capital, LLC | 36,736 | $25.1M | 5.57% | −2,030−5.2% | Reduced |
| Larson Financial Group LLC | 36,674 | $25.0M | 0.84% | +6,070+19.8% | Added |
| Aristides Capital LLC | 36,464 | $24.9M | 8.59% | −43,124−54.2% | Reduced |
| Condor Capital Management | 36,416 | $24.8M | 2.01% | −260−0.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 36,391 | $24.8M | 0.28% | −768−2.1% | Reduced |
| Boyd Watterson Asset Management LLC | 36,352 | $24.8M | 7.16% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 36,318 | $24.8M | 1.66% | +36,318 | New |
| First Manhattan Co | 36,119 | $24.7M | 0.06% | −2,001−5.2% | Reduced |
| Accurate Wealth Management, LLC | 35,590 | $24.7M | 3.13% | +2,698+8.2% | Added |
| Blue Edge Capital, LLC | 36,125 | $24.6M | 3.30% | +327+0.9% | Added |
| Texas Permanent School Fund | 36,040 | $24.6M | 1.12% | −9,312−20.5% | Reduced |
| Smith Chas P & Associates Pa Cpas | 35,955 | $24.5M | 1.29% | +16,489+84.7% | Added |
| Boston Private Wealth LLC | 35,942 | $24.5M | 1.45% | −6,014−14.3% | Reduced |
| XTX Topco Ltd | 35,938 | $24.5M | 0.64% | +29,184+432.1% | Added |
| Fort Washington Investment Advisors Inc | 35,844 | $24.4M | 0.13% | −608−1.7% | Reduced |
| McHugh Group, LLC | 35,793 | $24.4M | 13.89% | +4,677+15.0% | Added |
| Aspen Investment Management Inc | 35,654 | $24.3M | 7.34% | +344+1.0% | Added |
| Central Trust Co | 35,650 | $24.3M | 0.48% | +785+2.3% | Added |
| Chilton Capital Management LLC | 35,549 | $24.2M | 0.84% | −1,802−4.8% | Reduced |
| Marathon Asset Management LP | 35,000 | $24.2M | 37.66% | +35,000 | New |
| Davenport & Co LLC | 35,382 | $24.1M | 0.13% | +3,413+10.7% | Added |
| Strategic Wealth Designers | 35,152 | $24.0M | 2.95% | −34,942−49.9% | Reduced |
| JCP Investment Management, LLC | 34,995 | $23.9M | 18.86% | +448+1.3% | Added |
| Moody National Bank Trust Division | 34,923 | $23.8M | 2.29% | +21,445+159.1% | Added |
| Brickley Wealth Management | 34,863 | $23.8M | 4.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 34,846 | $23.8M | 1.61% | −1,386−3.8% | Reduced |
| Trust Co of Oklahoma | 34,792 | $23.7M | 6.92% | −155−0.4% | Reduced |
| Ausdal Financial Partners, Inc. | 34,776 | $23.7M | 1.10% | −6,264−15.3% | Reduced |
| Banque de Luxembourg S.A. | 34,768 | $23.7M | 11.10% | −80.0% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 34,762 | $23.7M | 5.18% | +6,999+25.2% | Added |
| Encompass More Asset Management | 34,697 | $23.7M | 4.38% | −217−0.6% | Reduced |
| Visualize Group LP | 34,680 | $23.6M | 8.83% | +34,680 | New |
| Twin Focus Capital Partners, LLC | 34,536 | $23.6M | 2.71% | +8,109+30.7% | Added |
| Genesis Wealth Advisors, LLC | 34,531 | $23.5M | 16.13% | +674+2.0% | Added |
| Securian Asset Management, Inc | 34,500 | $23.5M | 0.89% | −6,210−15.3% | Reduced |
| Gamco Investors, Inc. Et Al | 34,497 | $23.5M | 0.23% | −80−0.2% | Reduced |
| International Assets Investment Management, LLC | 34,490 | $23.5M | 1.61% | +2,874+9.1% | Added |
| Burke & Herbert Bank & Trust Co | 34,395 | $23.5M | 6.48% | −5,521−13.8% | Reduced |
| TrueWealth Advisors, LLC | 34,337 | $23.4M | 6.06% | −454−1.3% | Reduced |