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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Vista Investment Partners II, LLC | 1,164 | $756.8K | 0.34% | +17+1.5% | Added |
| Nova R Wealth, Inc. | 1,165 | $757.4K | 0.24% | +5+0.4% | Added |
| Gordian Advisors LLC | 1,165 | $757.6K | 0.50% | +15+1.3% | Added |
| Commonwealth Retirement Investments LLC | 1,165 | $757.8K | 0.23% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 1,166 | $758.0K | 0.36% | +419+56.1% | Added |
| BluePath Capital Management, LLC | 1,549 | $758.3K | 0.52% | −16−1.0% | Reduced |
| Capital Counsel LLC | 1,167 | $758.9K | 0.03% | −162−12.2% | Reduced |
| Avant Financial Advisors LLC | 1,170 | $760.9K | 0.53% | +57+5.1% | Added |
| Cross Staff Investments Inc | 1,170 | $760.9K | 0.50% | +425+57.0% | Added |
| Quaker Wealth Management, LLC | 1,170 | $760.9K | 0.24% | −19−1.6% | Reduced |
| Indie Asset Partners, LLC | 1,171 | $761.6K | 0.87% | −84−6.7% | Reduced |
| 5th Street Advisors, LLC | 1,172 | $762.2K | 0.33% | +817+230.1% | Added |
| Keudell/Morrison Wealth Management | 1,172 | $762.5K | 0.16% | 00.0% | Unchanged |
| Boothe Investment Group, Inc. | 1,173 | $763.2K | 0.25% | −4−0.3% | Reduced |
| Wealthcare Capital Management LLC | 1,175 | $764.1K | 0.08% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 1,175 | $764.3K | 0.32% | 00.0% | Unchanged |
| Chico Wealth RIA | 1,176 | $764.5K | 0.47% | +2+0.2% | Added |
| Hudock, Inc. | 1,176 | $764.9K | 0.11% | +188+19.0% | Added |
| Goepper Burkhardt LLC | 1,179 | $766.8K | 0.26% | +2+0.2% | Added |
| Prostatis Group LLC | 1,182 | $768.7K | 0.20% | −519−30.5% | Reduced |
| Portside Wealth Group, LLC | 1,184 | $770.0K | 0.10% | −50−4.1% | Reduced |
| Stableford Capital II LLC | 1,187 | $772.0K | 0.29% | +700+143.7% | Added |
| Caitlin John, LLC | 1,188 | $772.4K | 0.47% | −1,166−49.5% | Reduced |
| Northcape Wealth Management, LLC | 1,188 | $772.6K | 0.21% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 1,190 | $774.1K | 0.48% | −44−3.6% | Reduced |
| Grantvest Financial Group LLC | 1,192 | $775.2K | 0.50% | +36+3.1% | Added |
| Concord Asset Management, LLC | 1,195 | $777.2K | 0.13% | −4−0.3% | Reduced |
| Benchmark Financial, LLC | 1,195 | $777.2K | 0.70% | +1+0.1% | Added |
| Carr Financial Group Corp | 1,195 | $777.3K | 0.21% | −34−2.8% | Reduced |
| Alta Capital Management LLC | 1,196 | $777.8K | 0.06% | −8,971−88.2% | Reduced |
| West Wealth Group, LLC | 1,196 | $778.0K | 0.15% | +40+3.5% | Added |
| Northland Securities, Inc. | 1,197 | $778.5K | 0.74% | −141−10.5% | Reduced |
| Intelligent Financial Strategies | 1,194 | $778.5K | 0.41% | 00.0% | Unchanged |
| City National Bank of Florida | 1,198 | $779.1K | 0.46% | +848+242.3% | Added |
| UMA Financial Services, Inc. | 1,198 | $779.3K | 0.11% | 00.0% | Unchanged |
| Perryman Financial Advisory Inc | 1,199 | $779.6K | 0.12% | +25+2.1% | Added |
| Paradigm Capital Management, LLC | 1,200 | $780.0K | 0.71% | −1,928−61.6% | Reduced |
| Holistic Financial Partners | 1,203 | $782.3K | 0.29% | +2+0.2% | Added |
| Horizon Bancorp Inc | 1,204 | $783.0K | 0.38% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,204 | $783.0K | 0.26% | −271−18.4% | Reduced |
| TriaGen Wealth Management LLC | 1,204 | $783.0K | 0.21% | −129−9.7% | Reduced |
| 17 Capital Partners, LLC | 1,206 | $784.3K | 0.41% | −463−27.7% | Reduced |
| Granite Harbor Advisors, Inc. | 1,207 | $785.0K | 0.34% | −1−0.1% | Reduced |
| Accelerate Investment Advisors LLC | 1,209 | $786.5K | 0.53% | +84+7.5% | Added |
| Comprehensive Money Management Services LLC | 1,212 | $788.2K | 0.52% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 1,214 | $789.5K | 0.10% | −6−0.5% | Reduced |
| Triune Financial Partners, LLC | 1,214 | $789.5K | 0.19% | 00.0% | Unchanged |
| GKV Capital Management Co., Inc. | 1,215 | $790.2K | 0.30% | +51+4.4% | Added |
| North Point Portfolio Managers Corp | 1,216 | $790.8K | 0.14% | −36−2.9% | Reduced |
| Essential Partners LLC | 1,216 | $790.8K | 0.27% | +1,216 | New |
| Traveka Wealth, LLC | 1,218 | $792.1K | 0.30% | +36+3.0% | Added |
| CMH Wealth Management LLC | 1,215 | $792.3K | 0.14% | +1,215 | New |
| Battery Global Advisors, LLC | 1,218 | $792.5K | 0.43% | +1,000+458.7% | Added |
| Braun-Bostich & Associates Inc. | 1,219 | $792.8K | 0.50% | +91+8.1% | Added |
| Strive Financial Group ,LLC | 1,219 | $793.0K | 0.42% | −15−1.2% | Reduced |
| Walker Asset Management, LLC | 1,220 | $793.4K | 0.43% | −22−1.8% | Reduced |
| Lee Financial Co | 1,220 | $793.4K | 0.11% | −34−2.7% | Reduced |
| Vested Financial Planning, LLC | 1,223 | $795.3K | 0.61% | +14+1.2% | Added |
| Alpine Bank Wealth Management | 1,223 | $795.4K | 0.12% | +298+32.2% | Added |
| Aufman Associates Inc | 1,224 | $796.0K | 0.39% | −31−2.5% | Reduced |
| Alexander Randolph Advisory, Inc. | 1,229 | $799.3K | 0.69% | +56+4.8% | Added |
| Blue Sky Capital Consultants Group, Inc. | 1,230 | $800.0K | 0.38% | +1,230 | New |
| Reston Wealth Management LLC | 1,232 | $801.2K | 0.25% | −385−23.8% | Reduced |
| Corundum Trust Company, INC | 1,232 | $801.2K | 1.83% | +570+86.1% | Added |
| Stegner Investment Associates Inc. | 1,234 | $802.4K | 0.44% | +1+0.1% | Added |
| American Trust Investment Advisors, LLC | 1,237 | $804.5K | 0.44% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 1,238 | $805.1K | 0.20% | +47+3.9% | Added |
| a16z Perennial Management, L.P. | 1,239 | $805.8K | 0.07% | 00.0% | Unchanged |
| Tenzing Financial LLC | 1,176 | $806.6K | 0.61% | −1−0.1% | Reduced |
| Keystone Financial Services | 1,241 | $807.0K | 0.24% | +215+21.0% | Added |
| HT Partners LLC | 1,241 | $807.1K | 0.24% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 1,244 | $809.0K | 0.01% | −50−3.9% | Reduced |
| Bernicke Wealth Management, Ltd. | 1,247 | $811.0K | 0.10% | −22−1.7% | Reduced |
| Schaeffer Financial LLC | 1,247 | $811.1K | 0.68% | +199+19.0% | Added |
| HHM Wealth Advisors, LLC | 1,247 | $811.2K | 0.09% | +27+2.2% | Added |
| Focused Wealth Management, Inc | 1,247 | $811.3K | 0.08% | +3+0.2% | Added |
| Rogco, LP | 1,249 | $812.3K | 0.27% | +54+4.5% | Added |
| 626 Financial, LLC | 1,253 | $814.7K | 0.36% | −400−24.2% | Reduced |
| Camden National Bank | 1,253 | $814.9K | 0.11% | −154−10.9% | Reduced |
| Abbot Financial Management, Inc. | 1,255 | $816.4K | 0.35% | −80−6.0% | Reduced |
| Monarch Capital Management Inc | 1,252 | $816.5K | 0.20% | 00.0% | Unchanged |
| SMART Wealth LLC | 1,256 | $816.8K | 0.24% | −108−7.9% | Reduced |
| Stonehearth Capital Management, LLC | 1,259 | $818.8K | 0.32% | 00.0% | Unchanged |
| Elite Life Management LLC | 1,112 | $820.1K | 1.03% | +2+0.2% | Added |
| Great Lakes Retirement, Inc. | 1,258 | $820.2K | 0.08% | −27−2.1% | Reduced |
| Lee Johnson Capital Management, LLC | 1,262 | $820.7K | 0.29% | 00.0% | Unchanged |
| Financial Discovery Group Inc | 1,263 | $821.4K | 1.92% | +1,263 | New |
| Versant Capital Management, Inc | 1,267 | $823.8K | 0.08% | +201+18.9% | Added |
| Weitzel Financial Services, Inc. | 1,260 | $824.6K | 0.31% | +1+0.1% | Added |
| C M Bidwell & Associates Ltd | 1,268 | $824.6K | 0.39% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 1,273 | $827.9K | 0.12% | +5+0.4% | Added |
| Cascade Investment Group, Inc. | 1,275 | $829.2K | 0.55% | −15−1.2% | Reduced |
| Financial Counselors Inc | 1,278 | $831.1K | 1.17% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 1,279 | $831.8K | 0.10% | −16−1.2% | Reduced |
| Seaside Wealth Management, Inc. | 1,281 | $832.9K | 0.23% | −15−1.2% | Reduced |
| Martel Wealth Advisors Inc | 1,283 | $834.1K | 0.14% | −1,107−46.3% | Reduced |
| Requisite Capital Management, LLC | 1,280 | $834.8K | 0.16% | +11+0.9% | Added |
| Keystone Global Partners, LLC | 1,284 | $834.9K | 0.37% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 1,285 | $835.7K | 0.05% | −48−3.6% | Reduced |
| 4J Wealth Management LLC | 1,287 | $837.0K | 0.48% | 00.0% | Unchanged |