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 |
|---|---|---|---|---|---|
| Cox Capital Mgt LLC | 935 | $608.1K | 0.40% | +74+8.6% | Added |
| Spectrum Advisors, Inc. | 936 | $608.7K | 0.48% | +936 | New |
| Meadowbrook Wealth Management, LLC | 937 | $609.4K | 0.81% | 00.0% | Unchanged |
| Everest Financial Group LLC | 939 | $610.6K | 0.10% | +435+86.3% | Added |
| Terra Nova Asset Management LLC | 940 | $611.4K | 0.45% | −99−9.5% | Reduced |
| Northeast Planning Associates, Inc. | 941 | $612.0K | 0.41% | 00.0% | Unchanged |
| One Wealth Capital Management, LLC | 860 | $612.1K | 0.27% | +140+19.4% | Added |
| Pacific Sage Partners, LLC | 943 | $613.1K | 0.10% | +8+0.9% | Added |
| Luts & Greenleigh Group, Inc | 944 | $613.6K | 0.49% | +2+0.2% | Added |
| Sfam, LLC | 949 | $617.2K | 0.57% | −1−0.1% | Reduced |
| Alliance Private Wealth, LLC | 951 | $618.5K | 0.22% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 952 | $618.8K | 0.12% | +2+0.2% | Added |
| Hollow Brook Wealth Management LLC | 953 | $619.8K | 0.16% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 953 | $619.8K | 0.04% | +169+21.6% | Added |
| Regatta Capital Group, LLC | 953 | $619.9K | 0.09% | −188−16.5% | Reduced |
| RS Crum Inc. | 954 | $620.5K | 0.12% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 955 | $621.0K | 0.60% | +123+14.8% | Added |
| Chris Bulman Inc | 955 | $621.1K | 0.27% | −10−1.0% | Reduced |
| Redwood Financial Network Corp | 955 | $621.3K | 0.41% | +39+4.3% | Added |
| M. Kulyk & Associates, LLC | 956 | $621.7K | 0.12% | −50−5.0% | Reduced |
| BostonPremier Wealth LLC | 956 | $622.0K | 0.32% | +8+0.8% | Added |
| Pinnacle Holdings, LLC | 959 | $623.7K | 0.20% | +959 | New |
| Enzi Wealth | 960 | $624.2K | 0.22% | +167+21.1% | Added |
| Compagnie Lombard Odier SCmA | 963 | $626.3K | 0.01% | −1,307−57.6% | Reduced |
| Asio Capital, LLC | 964 | $627.1K | 0.09% | +26+2.8% | Added |
| Check Capital Management Inc | 965 | $627.6K | 0.04% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 970 | $630.7K | 0.13% | −66−6.4% | Reduced |
| DeDora Capital, Inc. | 971 | $631.5K | 0.15% | −16−1.6% | Reduced |
| Hiley Hunt Wealth Management | 971 | $631.5K | 0.28% | −224−18.7% | Reduced |
| MWA Asset Management | 972 | $632.1K | 0.35% | −100−9.3% | Reduced |
| Compass Financial Group, Inc. | 973 | $632.8K | 0.29% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 975 | $634.1K | 0.14% | −25−2.5% | Reduced |
| MJP Associates Inc | 977 | $635.3K | 0.08% | +1+0.1% | Added |
| Scholtz & Company, LLC | 983 | $639.3K | 0.33% | −47−4.6% | Reduced |
| Great Waters Wealth Management | 989 | $642.9K | 0.07% | +53+5.7% | Added |
| Riverview Capital Advisers, LLC | 989 | $643.1K | 0.21% | +37+3.9% | Added |
| Sky-Mountain Capital Management, Inc. | 989 | $643.2K | 0.46% | 00.0% | Unchanged |
| Creekside Partners | 990 | $643.5K | 0.26% | +20+2.1% | Added |
| Butensky & Cohen Financial Security, Inc | 993 | $645.8K | 0.17% | −59−5.6% | Reduced |
| Navigate Wealth Management, LLC | 918 | $646.3K | 0.45% | +918 | New |
| Stewardship Advisors, LLC | 994 | $646.4K | 0.15% | 00.0% | Unchanged |
| Altiora Financial Group, LLC | 996 | $647.9K | 0.11% | +308+44.8% | Added |
| 3EDGE Asset Management, LP | 997 | $648.4K | 0.03% | 00.0% | Unchanged |
| Rhumbline Advisers | 998 | $649.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 998 | $649.1K | 0.07% | +53+5.6% | Added |
| Acima Private Wealth, LLC | 999 | $649.7K | 0.20% | 00.0% | Unchanged |
| Shay Capital LLC | 1,000 | $650.3K | 0.09% | −17,150−94.5% | Reduced |
| Lighthouse Financial Services Inc | 936 | $650.3K | 0.15% | −234−20.0% | Reduced |
| RVW Wealth, LLC | 1,001 | $650.9K | 0.05% | −704−41.3% | Reduced |
| Sherman Wealth Management LLC | 1,002 | $651.8K | 0.56% | +3+0.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,003 | $652.3K | 0.06% | 00.0% | Unchanged |
| Athena Investment Management | 1,005 | $653.4K | 0.34% | 00.0% | Unchanged |
| Centennial Advisors, LLC | 1,005 | $653.6K | 0.83% | +284+39.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,006 | $654.2K | 0.01% | −520−34.1% | Reduced |
| Adamsbrown Wealth Consultants LLC | 1,008 | $655.4K | 0.17% | −234−18.8% | Reduced |
| PAX Financial Group, LLC | 1,008 | $655.5K | 0.11% | −2,096−67.5% | Reduced |
| Zullo Investment Group, Inc. | 1,010 | $656.8K | 0.25% | +120+13.5% | Added |
| Whitcomb & Hess, Inc. | 1,011 | $657.2K | 0.15% | +1+0.1% | Added |
| MeadowBrook Investment Advisors LLC | 1,011 | $657.5K | 0.58% | −162−13.8% | Reduced |
| DSG Capital Advisors, LLC | 1,013 | $658.8K | 0.11% | 00.0% | Unchanged |
| Sonoma Private Wealth LLC | 1,014 | $659.4K | 0.81% | +282+38.5% | Added |
| Dopkins Wealth Management, LLC | 1,015 | $660.1K | 0.27% | +191+23.2% | Added |
| Signet Private Wealth LLC | 1,017 | $661.4K | 0.63% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 1,017 | $661.4K | 12.63% | −10,182−90.9% | Reduced |
| IFC & Insurance Marketing, Inc. | 1,019 | $662.5K | 0.69% | +6+0.6% | Added |
| Talon Private Wealth, LLC | 1,020 | $663.1K | 0.09% | +1,020 | New |
| FF Advisors,LLC | 938 | $664.5K | 0.27% | +16+1.7% | Added |
| Quarry Hill Advisors, LLC | 936 | $664.7K | 0.27% | 00.0% | Unchanged |
| Bull Oak Capital, LLC | 1,025 | $666.6K | 0.26% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 1,025 | $666.6K | 0.49% | +1+0.1% | Added |
| Investors Research Corp | 1,025 | $666.6K | 0.13% | −18−1.7% | Reduced |
| Alliance Wealth Management Group | 1,026 | $667.2K | 0.15% | 00.0% | Unchanged |
| FLC Capital Advisors | 1,026 | $667.2K | 0.12% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 1,028 | $668.5K | 0.13% | +1+0.1% | Added |
| Elevated Financial Group LLC | 1,032 | $671.3K | 0.22% | −103−9.1% | Reduced |
| 25 LLC | 1,034 | $672.3K | 0.21% | +5+0.5% | Added |
| SilverOak Wealth Management LLC | 1,035 | $673.1K | 0.11% | +13+1.3% | Added |
| Clark Asset Management, LLC | 1,037 | $674.2K | 0.06% | +186+21.9% | Added |
| RDA Financial Network | 1,037 | $674.6K | 0.17% | +11+1.1% | Added |
| BG Investment Services, Inc. | 1,039 | $675.8K | 0.56% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,040 | $676.3K | 0.14% | +63+6.4% | Added |
| Sidoxia Capital Management, LLC | 1,041 | $677.0K | 0.58% | +1,041 | New |
| Mission Hills Financial Advisory, LLC | 1,042 | $677.6K | 0.35% | +202+24.0% | Added |
| Cauble & Harre Wealth Management, Inc. | 920 | $679.1K | 0.54% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 1,045 | $679.6K | 0.32% | +1,045 | New |
| Stokes Family Office, LLC | 1,046 | $680.3K | 0.07% | −233−18.2% | Reduced |
| Monument Group Wealth Advisors, LLC | 1,047 | $681.2K | 0.38% | +51+5.1% | Added |
| Sandro Wealth Management LLC | 1,048 | $681.4K | 0.55% | −179−14.6% | Reduced |
| Mma Asset Management LLC | 1,049 | $681.9K | 0.24% | −158−13.1% | Reduced |
| ORG Wealth Partners, LLC | 1,048 | $682.7K | 0.13% | −400−27.6% | Reduced |
| NCM Capital Management, LLC | 1,050 | $682.9K | 0.24% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 1,051 | $683.4K | 0.16% | 00.0% | Unchanged |
| Bath Savings Trust Co | 1,053 | $684.8K | 0.07% | −58−5.2% | Reduced |
| Heritage Wealth Management, Inc. | 1,053 | $684.9K | 0.34% | +1+0.1% | Added |
| Phraction Management LLC | 1,054 | $685.5K | 0.18% | −74−6.6% | Reduced |
| Clark Estates Inc | 1,054 | $685.5K | 0.16% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 1,056 | $686.5K | 0.27% | −1−0.1% | Reduced |
| Amicus Financial Advisors, LLC | 1,056 | $686.9K | 0.19% | +79+8.1% | Added |
| CBIZ Investment Advisory Services, LLC | 1,056 | $687.2K | 0.03% | +2+0.2% | Added |
| WP Advisors, LLC | 1,057 | $687.4K | 0.18% | +45+4.4% | Added |