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, Q1 2026
Institutional positions in SPDR S&P 500 ETF Trust as of Mar 31, 2026. 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
- 4,600
- +28 vs. Q4 2025
- Shares held
- 568.3M
- +15.1M (+2.7%) vs. Q4 2025
- Total value
- $356.9B
- −$16.4B (−4.4%) vs. Q4 2025
- New holders
- 205
- 1,721 more added
- Sold out
- 177
- 2,036 more reduced
74 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 580,038 | $0 | 0.00% | −113,315−16.3% | Reduced |
| Verus Advisory, Inc. | 0 | $1 | 12.50% | −89,273−100.0% | Reduced |
| Financially Speaking Inc | 1 | $651 | 0.00% | −40,886−100.0% | Reduced |
| Capitol Family Office, Inc. | 1 | $682 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 2 | $1.30K | 0.00% | −21−91.3% | Reduced |
| Equitec Proprietary Markets, LLC | 2 | $1.30K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 2 | $1.49K | 0.00% | −14,702−100.0% | Reduced |
| RHL Group, LLC | 3 | $1.96K | 0.00% | −10,307−100.0% | Reduced |
| Hillsdale Investment Management Inc. | 5 | $3.25K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 5 | $3.25K | 0.00% | 00.0% | Unchanged |
| Capital & Planning, LLC | 7 | $4.55K | 0.00% | +7 | New |
| Valued Wealth Advisors LLC | 8 | $5.22K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 8 | $5.24K | 0.00% | −402−98.0% | Reduced |
| Gs Investments, Inc. | 10 | $6.50K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 10 | $6.52K | 0.00% | +10 | New |
| USA Financial Portformulas Corp | 13 | $8.45K | 0.00% | −94,583−100.0% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 16 | $10.4K | 0.01% | −38−70.4% | Reduced |
| JCIC Asset Management Inc. | 20 | $13.0K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 20 | $13.0K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 20 | $13.0K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 20 | $13.2K | 0.00% | −72−78.3% | Reduced |
| Camelot Portfolios, LLC | 21 | $13.4K | 0.01% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 21 | $13.9K | 0.01% | +21 | New |
| Imprint Wealth LLC | 23 | $15.0K | 0.07% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 25 | $16.3K | 0.02% | 00.0% | Unchanged |
| McMillan Office, Inc. | 25 | $16.3K | 0.00% | 00.0% | Unchanged |
| ARK Investment Management LLCSuperinvestorARK Invest | 28 | $17.9K | 0.00% | −40−58.8% | Reduced |
| Networth Advisors, LLC | 28 | $18.2K | 0.01% | −69−71.1% | Reduced |
| Strategic Advocates LLC | 29 | $18.6K | 0.08% | −359−92.5% | Reduced |
| MBM Wealth Consultants, LLC | 30 | $19.5K | 0.00% | +30 | New |
| Advantage Trust Co | 31 | $20.2K | 0.01% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 33 | $21.5K | 0.02% | −20,485−99.8% | Reduced |
| Fairscale Capital, LLC | 34 | $22.1K | 0.02% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 36 | $23.1K | 0.03% | +1+2.9% | Added |
| Decker Retirement Planning Inc. | 37 | $24.1K | 0.01% | −21−36.2% | Reduced |
| Sawyer & Company, Inc | 38 | $24.7K | 0.01% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 39 | $25.4K | 0.02% | 00.0% | Unchanged |
| Access Investment Management LLC | 40 | $26.0K | 0.01% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 40 | $26.0K | 0.02% | +40 | New |
| POM Investment Strategies, LLC | 46 | $30.0K | 0.04% | +1+2.2% | Added |
| Catherine Avery Investment Management LLC | 49 | $31.9K | 0.01% | +38+345.5% | Added |
| Ramirez Asset Management, Inc. | 50 | $32.5K | 0.00% | −400−88.9% | Reduced |
| Kelly Lawrence W & Associates Inc | 52 | $33.8K | 0.01% | +52 | New |
| MB, Levis & Associates, LLC | 53 | $34.5K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 55 | $35.8K | 0.01% | 00.0% | Unchanged |
| Benson Wealth Management INC | 56 | $36.4K | 0.05% | +24+75.0% | Added |
| Sherman Asset Management, Inc. | 60 | $39.0K | 0.04% | −1,860−96.9% | Reduced |
| CGC Financial Services, LLC | 60 | $39.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 63 | $41.0K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 63 | $41.0K | 0.02% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 71 | $45.9K | 0.02% | +1+1.4% | Added |
| DecisionPoint Financial, LLC | 76 | $49.4K | 0.01% | +44+137.5% | Added |
| Trask Adam Roland | 79 | $51.4K | 0.05% | +79 | New |
| Riverview Trust Co | 80 | $52.0K | 0.06% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 80 | $52.0K | 0.03% | −34−29.8% | Reduced |
| WFA of San Diego, LLC | 81 | $52.7K | 0.04% | 00.0% | Unchanged |
| PayPay Securities Corp | 78 | $54.7K | 1.90% | −15−16.1% | Reduced |
| Curat Global, LLC | 85 | $55.3K | 0.05% | 00.0% | Unchanged |
| Hara Capital LLC | 85 | $55.4K | 0.03% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 88 | $57.2K | 0.02% | +88 | New |
| New England Capital Financial Advisors LLC | 92 | $59.8K | 0.02% | −25−21.4% | Reduced |
| Hartford Financial Management Inc. | 94 | $61.1K | 0.02% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 96 | $63.1K | 0.04% | +36+60.0% | Added |
| Tower Trust & Investment Co | 100 | $65.0K | 0.04% | 00.0% | Unchanged |
| Skylands Capital, LLC | 100 | $65.0K | 0.01% | 00.0% | Unchanged |
| Titiun Yejiel | 100 | $65.0K | 0.07% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 100 | $65.2K | 0.01% | +6+6.4% | Added |
| Financial Consulate, Inc | 102 | $66.3K | 0.01% | +27+36.0% | Added |
| True Wealth Design, LLC | 102 | $66.3K | 0.02% | +8+8.5% | Added |
| Nalls Sherbakoff Group, LLC | 105 | $68.3K | 0.05% | 00.0% | Unchanged |
| Bravera Wealth | 106 | $68.9K | 0.03% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 111 | $72.1K | 0.03% | 00.0% | Unchanged |
| Capco Asset Management, LLC | 113 | $73.5K | 0.02% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 116 | $75.4K | 0.07% | +116 | New |
| Pinney & Scofield, Inc. | 117 | $76.1K | 0.04% | 00.0% | Unchanged |
| Bank & Trust Co | 118 | $76.7K | 0.05% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 119 | $77.4K | 0.04% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 120 | $78.1K | 0.02% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 124 | $80.9K | 0.08% | 00.0% | Unchanged |
| IFG Advisory, LLC | 132 | $85.8K | 0.25% | −98,301−99.9% | Reduced |
| Seneschal Advisors, LLC | 136 | $88.3K | 0.07% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 137 | $89.1K | 0.08% | 00.0% | Unchanged |
| First Pacific Financial | 140 | $90.9K | 0.01% | +1+0.7% | Added |
| Accordant Advisory Group Inc | 143 | $93.0K | 0.06% | −2−1.4% | Reduced |
| Game Plan Financial Advisors, LLC | 150 | $97.6K | 0.04% | +80+114.3% | Added |
| NCP Inc. | 150 | $97.6K | 0.16% | −2,848−95.0% | Reduced |
| Hoey Investments, Inc | 153 | $99.5K | 0.01% | +8+5.5% | Added |
| Prosperity Bancshares Inc | 160 | $104.1K | 0.08% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 160 | $104.1K | 0.07% | +108+207.7% | Added |
| First Community Trust NA | 162 | $105.4K | 0.08% | −23−12.4% | Reduced |
| CrossGen Wealth, LLC | 163 | $106.0K | 0.09% | 00.0% | Unchanged |
| Robbins Farley LLC | 165 | $107.3K | 0.05% | +1+0.6% | Added |
| Entrust Financial LLC | 168 | $109.1K | 0.08% | +1+0.6% | Added |
| Perkins Coie Trust Co | 169 | $109.9K | 0.02% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 173 | $112.5K | 0.03% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 175 | $113.8K | 0.11% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 176 | $114.5K | 0.02% | −104−37.1% | Reduced |
| Birchbrook, Inc. | 176 | $114.5K | 0.06% | +1+0.6% | Added |
| Evolution Advisers, Inc. | 179 | $116.0K | 0.05% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 180 | $117.1K | 0.02% | +18+11.1% | Added |