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 |
|---|---|---|---|---|---|
| William Mack & Associates, Inc. | 1,287 | $837.1K | 0.48% | −70−5.2% | Reduced |
| Shrier Wealth Management, LLC | 1,290 | $838.8K | 0.31% | 00.0% | Unchanged |
| Vicus Capital | 1,290 | $838.9K | 0.06% | +3+0.2% | Added |
| Independent Solutions Wealth Management, LLC | 1,290 | $838.9K | 0.12% | +881+215.4% | Added |
| LS Investment Advisors, LLC | 1,290 | $839.1K | 0.13% | −221−14.6% | Reduced |
| Krane Financial Solutions LLC | 1,291 | $839.7K | 0.57% | +1,291 | New |
| Twin Cities Retirement Group LLC | 1,292 | $840.0K | 0.77% | −25−1.9% | Reduced |
| Financial Management Network Inc | 1,238 | $842.0K | 0.13% | −212−14.6% | Reduced |
| Monument Capital Management | 1,296 | $842.7K | 0.21% | −13−1.0% | Reduced |
| Mattern Wealth Management LLC | 1,297 | $843.6K | 0.16% | −72−5.3% | Reduced |
| Goldstream Capital Management Ltd | 1,298 | $844.1K | 1.26% | −434−25.1% | Reduced |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 1,296 | $844.6K | 1.57% | −6,358−83.1% | Reduced |
| Fonville Wealth Management LLC | 1,298 | $844.7K | 0.16% | −6−0.5% | Reduced |
| Stanich Group LLC | 1,299 | $844.7K | 0.64% | +1+0.1% | Added |
| Aberdeen Wealth Management LLC | 1,300 | $845.4K | 0.39% | −84−6.1% | Reduced |
| Summit Global Investments | 1,301 | $846.0K | 0.05% | +62+5.0% | Added |
| SageGuard Financial Group, LLC | 1,301 | $846.1K | 0.13% | −7−0.5% | Reduced |
| Hilltop Partners LLC | 1,301 | $846.2K | 0.22% | +18+1.4% | Added |
| Cooke Wealth Management, LLC | 1,302 | $846.7K | 0.75% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 1,305 | $848.5K | 0.13% | −1−0.1% | Reduced |
| Polaris Investment Advisors, LLC | 1,306 | $849.6K | 0.62% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,307 | $850.0K | 0.19% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 1,308 | $850.5K | 0.19% | +178+15.8% | Added |
| D'Orazio & Associates, Inc. | 1,309 | $851.0K | 0.11% | +1+0.1% | Added |
| Prelude Capital Management, LLC | 1,318 | $857.1K | 0.07% | +87+7.1% | Added |
| Martin Capital Advisors, LLP | 1,319 | $857.8K | 0.54% | −78−5.6% | Reduced |
| Finer Wealth Management, Inc. | 1,321 | $859.0K | 0.43% | −8−0.6% | Reduced |
| Hayek Kallen Investment Management | 1,321 | $859.0K | 0.28% | +1,321 | New |
| Triangle Securities Wealth Management | 1,323 | $860.4K | 0.20% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 1,324 | $860.9K | 0.06% | −15−1.1% | Reduced |
| L.K. Benson & Company, P.C. | 1,324 | $861.0K | 0.28% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,327 | $863.0K | 0.18% | 00.0% | Unchanged |
| Capstone Wealth Management Group LLC | 1,328 | $863.7K | 0.53% | −300−18.4% | Reduced |
| Eagle Wealth Advisors LLC | 1,330 | $865.0K | 0.80% | +6+0.5% | Added |
| Mosley Wealth Management | 1,298 | $865.0K | 0.39% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 1,330 | $865.3K | 0.51% | −362−21.4% | Reduced |
| Westwood Wealth Management | 1,331 | $865.6K | 0.34% | −2,286−63.2% | Reduced |
| Moseley Investment Management Inc | 1,333 | $866.9K | 0.28% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 1,334 | $867.6K | 0.42% | −213−13.8% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,334 | $867.7K | 0.18% | +3+0.2% | Added |
| Community Bank & Trust, Waco, Texas | 1,334 | $868.0K | 0.18% | 00.0% | Unchanged |
| Powerhouse Assets LLC | 1,336 | $868.6K | 0.76% | 00.0% | Unchanged |
| Victory Capital Management Inc | 1,335 | $868.6K | 0.00% | −12,136−90.1% | Reduced |
| Collaborative Wealth Managment Inc. | 1,337 | $869.8K | 0.40% | −316−19.1% | Reduced |
| Canton Hathaway, LLC | 1,340 | $871.5K | 0.18% | 00.0% | Unchanged |
| Rothschild Capital Partners, LLC | 1,341 | $872.3K | 0.21% | +3+0.2% | Added |
| Symmetry Partners, LLC | 1,342 | $872.8K | 0.05% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 1,342 | $873.1K | 0.11% | +17+1.3% | Added |
| Front Street Capital Management, Inc. | 1,344 | $874.0K | 0.12% | −112−7.7% | Reduced |
| Noble Wealth Management PBC | 1,348 | $876.7K | 0.45% | −116−7.9% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 1,350 | $877.0K | 0.27% | −3,535−72.4% | Reduced |
| Nicollet Investment Management, Inc. | 1,348 | $877.0K | 0.30% | −12−0.9% | Reduced |
| Grey Fox Wealth Advisors, LLC | 1,352 | $881.6K | 0.17% | +77+6.0% | Added |
| Asset One Wealth Management LLC | 1,253 | $882.2K | 0.10% | −131−9.5% | Reduced |
| Beacon Financial Group | 1,359 | $883.6K | 0.09% | +4+0.3% | Added |
| Manuka Financial, LLC | 1,360 | $884.6K | 0.55% | 00.0% | Unchanged |
| LifeGuide Financial Advisors, LLC | 1,361 | $884.9K | 0.28% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 1,362 | $885.8K | 6.73% | −806−37.2% | Reduced |
| Valley Financial Group, Inc. | 1,364 | $886.9K | 0.48% | −2−0.1% | Reduced |
| Landing Point Financial Group, LLC | 1,366 | $888.3K | 0.43% | −24−1.7% | Reduced |
| Fourth Dimension Wealth, LLC | 1,366 | $888.6K | 0.34% | +117+9.4% | Added |
| Greenbush Financial Group, LLC | 1,370 | $891.0K | 0.30% | +4+0.3% | Added |
| DecisionMap Wealth Management, LLC | 1,371 | $891.9K | 0.58% | −452−24.8% | Reduced |
| Meeder Advisory Services, Inc. | 1,374 | $893.4K | 0.04% | −416−23.2% | Reduced |
| Ruedi Wealth Management, Inc. | 1,374 | $893.6K | 0.23% | 00.0% | Unchanged |
| J. Team Financial, Inc. | 1,375 | $894.2K | 1.00% | −324−19.1% | Reduced |
| Kilter Group LLC | 576 | $894.9K | 0.39% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 1,378 | $896.0K | 0.03% | −22−1.6% | Reduced |
| JB Capital LLC | 1,379 | $896.6K | 0.04% | −120−8.0% | Reduced |
| Cannon Capital Management, Inc. | 1,379 | $896.9K | 0.73% | −9−0.6% | Reduced |
| Legend Capital Advisors LLC | 1,380 | $897.5K | 0.56% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 1,380 | $897.5K | 0.43% | +40+3.0% | Added |
| S Harris Financial Group, LLC | 1,382 | $898.9K | 0.82% | +10+0.7% | Added |
| Paragon Advisors, LLC | 1,384 | $900.1K | 0.24% | +947+216.7% | Added |
| Silverlake Wealth Management LLC | 1,384 | $900.1K | 0.19% | +1+0.1% | Added |
| Solitude Financial Services | 1,286 | $900.2K | 0.27% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1,385 | $900.8K | 0.18% | 00.0% | Unchanged |
| Avid Wealth Partners LLC | 1,389 | $903.3K | 0.43% | +584+72.5% | Added |
| Brian Low Financial Group, LLC | 1,391 | $904.6K | 0.61% | −40−2.8% | Reduced |
| Morling Financial Advisors, LLC | 1,392 | $905.2K | 0.28% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 1,393 | $905.9K | 0.13% | −60−4.1% | Reduced |
| Fairvoy Private Wealth, LLC | 1,396 | $907.9K | 0.22% | −173−11.0% | Reduced |
| SFM, LLC | 1,398 | $909.4K | 0.55% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 1,399 | $909.9K | 0.36% | −5−0.4% | Reduced |
| Livet Wealth, LLC | 1,399 | $910.1K | 0.58% | 00.0% | Unchanged |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 1,400 | $910.5K | 0.72% | −3,200−69.6% | Reduced |
| Stony Point Wealth Management Inc. | 1,400 | $910.7K | 0.36% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 1,401 | $911.3K | 0.43% | +126+9.9% | Added |
| BKM Wealth Management, LLC | 1,404 | $913.7K | 0.33% | 00.0% | Unchanged |
| True Vision MN LLC | 1,403 | $915.1K | 0.47% | +29+2.1% | Added |
| Forum Finance Group S.A. | 1,742 | $916.0K | 0.50% | +1,742 | New |
| Constitution Capital LLC | 1,412 | $918.3K | 0.46% | −32−2.2% | Reduced |
| Clarus Group, Inc. | 1,413 | $918.9K | 0.33% | 00.0% | Unchanged |
| Landmark Wealth Management, LLC | 1,417 | $921.8K | 0.25% | +661+87.4% | Added |
| Highline Wealth Partners LLC | 1,418 | $921.9K | 0.24% | +726+104.9% | Added |
| Code Waechter LLC | 1,418 | $922.2K | 0.55% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 1,415 | $923.0K | 0.51% | +1,415 | New |
| Planning Center, Inc. | 1,420 | $923.5K | 0.09% | 00.0% | Unchanged |
| Steinberg Asset Management LLC | 1,423 | $925.4K | 0.60% | 00.0% | Unchanged |
| Great Oak Capital Partners, LLC | 1,369 | $925.6K | 0.22% | +3+0.2% | Added |