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 |
|---|---|---|---|---|---|
| Seneca Financial Advisors LLC | 1,060 | $689.3K | 0.20% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 1,068 | $694.9K | 0.14% | +78+7.9% | Added |
| Colter Lewis Investment Partners LLC | 1,067 | $695.8K | 0.65% | −6,475−85.9% | Reduced |
| Bluesphere Advisors, LLC | 1,073 | $697.8K | 0.25% | +724+207.4% | Added |
| Bluestem Financial Advisors, LLC | 1,073 | $697.9K | 0.27% | +287+36.5% | Added |
| Integrity Advisory Solutions, LLC | 1,073 | $698.3K | 0.09% | −1,040−49.2% | Reduced |
| Family Legacy Financial Solutions, LLC | 1,066 | $698.8K | 0.57% | −953−47.2% | Reduced |
| Heritage Wealth Architects, Inc. | 970 | $698.9K | 0.29% | +381+64.7% | Added |
| Kidder Stephen W | 1,075 | $699.1K | 0.21% | −50−4.4% | Reduced |
| Ellsworth Advisors, LLC | 1,076 | $699.5K | 0.13% | −26−2.4% | Reduced |
| KFG Wealth Management, LLC | 1,076 | $699.7K | 0.09% | −48−4.3% | Reduced |
| Azimuth Capital Investment Management LLC | 1,077 | $700.4K | 0.03% | +95+9.7% | Added |
| NavPoint Financial, Inc. | 1,077 | $700.5K | 0.28% | +3+0.3% | Added |
| Shade Tree Advisors LLC | 1,078 | $701.1K | 0.50% | 00.0% | Unchanged |
| Stillwater Wealth Management Group | 1,079 | $702.0K | 0.43% | +201+22.9% | Added |
| Dougherty Wealth Advisers LLC | 1,080 | $702.4K | 0.45% | −74−6.4% | Reduced |
| Smart Money Group LLC | 1,081 | $703.3K | 0.20% | −354−24.7% | Reduced |
| Birch Financial Group, LLC | 1,081 | $703.3K | 0.41% | +4+0.4% | Added |
| Philadelphia Investment Partners, LLC | 1,081 | $703.3K | 0.48% | +1,081 | New |
| Harbor Group, Inc. | 1,082 | $703.5K | 0.10% | −13−1.2% | Reduced |
| Stanley-Laman Group, Ltd. | 1,086 | $706.4K | 0.09% | +1+0.1% | Added |
| Aspire Growth Partners LLC | 1,089 | $708.1K | 0.49% | +3+0.3% | Added |
| 180 Wealth Advisors, LLC | 1,089 | $708.3K | 0.08% | +56+5.4% | Added |
| Left Brain Wealth Management, LLC | 1,090 | $708.9K | 0.28% | 00.0% | Unchanged |
| Bayban | 1,091 | $709.5K | 0.62% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 1,092 | $709.9K | 0.22% | −47−4.1% | Reduced |
| Smith Shellnut Wilson LLC | 1,092 | $710.2K | 0.31% | +24+2.2% | Added |
| West Chester Capital Advisors, Inc | 1,093 | $710.8K | 0.45% | −706−39.2% | Reduced |
| Ritter Daniher Financial Advisory LLC | 1,093 | $710.9K | 0.12% | −15−1.4% | Reduced |
| Chemung Canal Trust Co | 1,095 | $712.1K | 0.14% | −3−0.3% | Reduced |
| KWMG, LLC | 1,097 | $713.2K | 0.06% | +52+5.0% | Added |
| Lakewood Asset Management LLC | 1,099 | $714.5K | 0.46% | +75+7.3% | Added |
| Quest Investment Management LLC | 1,100 | $715.1K | 0.08% | +53+5.1% | Added |
| Broyhill Asset Management | 1,100 | $715.4K | 0.70% | 00.0% | Unchanged |
| CPA Asset Management LLC | 1,100 | $715.6K | 0.24% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 1,100 | $715.7K | 0.29% | −154−12.3% | Reduced |
| Crossmark Global Holdings, Inc. | 1,103 | $717.8K | 0.01% | −5,342−82.9% | Reduced |
| Pointe Capital Management LLC | 1,104 | $718.0K | 0.36% | 00.0% | Unchanged |
| Commerce Advisors, LLC | 1,105 | $718.5K | 0.60% | +1,105 | New |
| Slagle Financial, LLC | 1,105 | $718.6K | 0.24% | −189−14.6% | Reduced |
| TD Capital Management LLC | 1,105 | $718.9K | 0.06% | +3+0.3% | Added |
| R. W. Roge & Company, Inc. | 1,106 | $719.0K | 0.34% | 00.0% | Unchanged |
| Congress Park Capital LLC | 1,107 | $719.6K | 0.22% | −330−23.0% | Reduced |
| Alternative Investment Advisors, LLC. | 1,106 | $720.8K | 0.32% | −515−31.8% | Reduced |
| Paradiem, LLC | 1,109 | $721.3K | 0.16% | +1,109 | New |
| Sageworth Trust Co of South Dakota | 1,110 | $721.9K | 0.57% | 00.0% | Unchanged |
| Innovative Wealth Building LLC | 1,111 | $722.7K | 0.51% | +1+0.1% | Added |
| HighRoad Wealth Advisors, LLC | 1,111 | $722.8K | 0.71% | 00.0% | Unchanged |
| Marotta Asset Management | 1,104 | $723.3K | 0.13% | −9−0.8% | Reduced |
| Allodium Investment Consultants, LLC | 1,113 | $723.8K | 0.35% | 00.0% | Unchanged |
| ESG Planning | 1,114 | $724.6K | 0.32% | +230+26.0% | Added |
| GreatBanc Trust CO | 1,115 | $725.1K | 0.51% | −334−23.1% | Reduced |
| Patient Capital Management, LLC | 1,115 | $725.6K | 0.03% | +40+3.7% | Added |
| Larch Capital Partners LLC | 1,113 | $726.0K | 0.11% | −1,629−59.4% | Reduced |
| Financial Futures Ltd Liability Co. | 1,117 | $726.7K | 0.32% | 00.0% | Unchanged |
| Exeter Financial, LLC | 1,118 | $727.1K | 0.30% | 00.0% | Unchanged |
| Miller Financial Services LLC | 1,120 | $728.4K | 0.81% | −89−7.4% | Reduced |
| Picton Mahoney Asset Management | 1,120 | $728.4K | 0.01% | +340+43.6% | Added |
| WESPAC Advisors, LLC | 1,121 | $728.9K | 0.40% | −766−40.6% | Reduced |
| Kennedy Investment Group | 1,121 | $729.3K | 0.29% | −8−0.7% | Reduced |
| HighMark Wealth Management LLC | 1,122 | $729.5K | 0.30% | −213−16.0% | Reduced |
| Atlas Wealth Partners, LLC | 1,122 | $729.7K | 0.75% | +20+1.8% | Added |
| Oak Harvest Investment Services | 1,123 | $730.1K | 0.08% | −270−19.4% | Reduced |
| Wealth Effects LLC | 1,123 | $730.3K | 0.26% | +37+3.4% | Added |
| Mueller Wealth, LLC | 1,123 | $730.3K | 0.58% | −2−0.2% | Reduced |
| Bryant Woods Investment Advisors, LLC | 1,124 | $731.0K | 0.27% | 00.0% | Unchanged |
| Emergent Wealth Advisors, LLC | 1,125 | $731.4K | 0.43% | +23+2.1% | Added |
| Security National Bank | 1,129 | $734.2K | 0.11% | 00.0% | Unchanged |
| Retirement Planning Group, LLC | 1,126 | $734.6K | 0.47% | +362+47.4% | Added |
| SWMG, LLC | 1,130 | $735.1K | 0.21% | −35−3.0% | Reduced |
| Variant Private Wealth, LLC | 1,131 | $735.5K | 0.89% | +3+0.3% | Added |
| Retiremitten Financial LLC | 1,132 | $736.2K | 0.36% | +1,132 | New |
| Serenity Investment Advisors | 988 | $736.5K | 0.35% | −1,302−56.9% | Reduced |
| Cidel Asset Management Inc | 1,134 | $737.5K | 0.04% | +473+71.6% | Added |
| Tru Independence Asset Management 2, LLC | 1,131 | $737.6K | 0.45% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 1,134 | $737.7K | 0.32% | 00.0% | Unchanged |
| Solutions 4 Wealth, Ltd | 1,135 | $738.0K | 1.11% | −43−3.7% | Reduced |
| Dedeker Financial LLC | 1,134 | $738.3K | 0.64% | +17+1.5% | Added |
| Wealth Management Associates, Inc. | 1,136 | $738.6K | 0.26% | +102+9.9% | Added |
| Peoples Bank | 1,136 | $738.8K | 0.74% | −35−3.0% | Reduced |
| Owl Creek Wealth Partners LLC | 1,137 | $739.6K | 0.26% | +1,137 | New |
| Lincoln Capital LLC | 1,138 | $740.0K | 0.14% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 1,134 | $740.0K | 0.33% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 1,138 | $740.1K | 0.06% | +304+36.5% | Added |
| Ramiah Investment Group | 1,146 | $745.3K | 0.65% | −31,333−96.5% | Reduced |
| Ardent Capital Management, Inc. | 1,146 | $745.3K | 0.32% | 00.0% | Unchanged |
| Blue Line Capital, LLC | 1,146 | $745.4K | 0.84% | −162−12.4% | Reduced |
| Palisade Capital Management LLC | 1,147 | $746.1K | 0.02% | 00.0% | Unchanged |
| First Growth Capital LLC | 1,139 | $746.3K | 0.68% | 00.0% | Unchanged |
| Paller Financial Services Inc | 1,149 | $747.2K | 0.62% | 00.0% | Unchanged |
| Entrewealth, LLC | 1,149 | $747.2K | 0.33% | +200+21.1% | Added |
| HFG Wealth Management, LLC | 1,153 | $750.0K | 0.41% | −1,172−50.4% | Reduced |
| McKinney Capital Management, LLC | 1,154 | $750.5K | 0.64% | +1,154 | New |
| Sage Financial Management Group, Inc. | 1,155 | $751.1K | 0.23% | 00.0% | Unchanged |
| Rench Wealth Management, Inc. | 1,155 | $751.1K | 0.23% | −226−16.4% | Reduced |
| Rezny Wealth Management, Inc. | 1,157 | $752.4K | 0.16% | −19−1.6% | Reduced |
| RPS Advisory Solutions LLC | 1,158 | $753.1K | 0.43% | −6,174−84.2% | Reduced |
| TRB Wealth Management, LLC | 1,155 | $753.2K | 0.11% | +1,155 | New |
| Kuhn & Co Investment Counsel | 1,162 | $756.0K | 0.49% | +12+1.0% | Added |
| Foundation Wealth Management, LLC | 1,163 | $756.3K | 0.27% | 00.0% | Unchanged |