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 |
|---|---|---|---|---|---|
| Heritage Wealth Management, Inc. | 1,424 | $926.1K | 0.52% | +447+45.8% | Added |
| Prepared Retirement Institute LLC | 1,429 | $929.1K | 0.46% | +1+0.1% | Added |
| Wealth Quarterback LLC | 1,429 | $929.6K | 0.37% | −34−2.3% | Reduced |
| Alteri Wealth LLC | 1,433 | $931.7K | 0.30% | +209+17.1% | Added |
| South Plains Financial, Inc. | 1,434 | $932.6K | 0.54% | +145+11.2% | Added |
| Bull Harbor Capital LLC | 1,434 | $932.6K | 0.25% | +1,434 | New |
| Signet Investment Advisory Group, Inc. | 1,435 | $933.2K | 0.43% | −100−6.5% | Reduced |
| WealthCollab, LLC | 1,435 | $933.2K | 0.38% | 00.0% | Unchanged |
| Muirfield Wealth Advisors LLC | 1,441 | $937.4K | 0.69% | +850+143.8% | Added |
| Mainsail Asset Management, LLC | 1,443 | $938.3K | 0.42% | +4+0.3% | Added |
| KRS Capital Management, LLC | 1,443 | $938.4K | 0.58% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 1,443 | $938.7K | 0.44% | −12−0.8% | Reduced |
| Cura Wealth Advisors, LLC | 1,443 | $938.8K | 0.42% | +17+1.2% | Added |
| Emissary Wealth LLC | 1,445 | $939.5K | 0.88% | −12−0.8% | Reduced |
| Financial Planning Hawaii, Inc. | 1,445 | $939.8K | 0.55% | +29+2.0% | Added |
| Wilson & Boucher Capital Management, LLC | 1,446 | $940.2K | 0.62% | −9−0.6% | Reduced |
| Rockport Wealth LLC | 1,450 | $943.0K | 0.17% | +1,450 | New |
| Burk Holdings LLC | 1,451 | $943.9K | 0.40% | +4+0.3% | Added |
| American Money Management, LLC | 1,453 | $945.0K | 0.15% | −139−8.7% | Reduced |
| Robinhood Asset Management, LLC | 1,457 | $947.5K | 0.07% | +270+22.7% | Added |
| RW Investment Management LLC | 1,457 | $947.5K | 0.09% | +1,457 | New |
| Sendero Wealth Management, LLC | 1,462 | $950.9K | 0.11% | −612−29.5% | Reduced |
| Capstone Triton Financial Group, LLC | 1,430 | $953.5K | 1.66% | +685+91.9% | Added |
| Hobbs Group Advisors, LLC | 1,468 | $954.6K | 0.29% | −17−1.1% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 1,469 | $955.3K | 0.42% | −17−1.1% | Reduced |
| Headlands Technologies LLC | 1,470 | $956.0K | 0.11% | +1,470 | New |
| Bright Futures Wealth Management, LLC. | 1,471 | $956.7K | 0.65% | −8−0.5% | Reduced |
| Opinicus Capital, Inc. | 1,473 | $957.9K | 0.68% | +5+0.3% | Added |
| CDKV Holdings LLC | 1,474 | $958.6K | 0.84% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 1,475 | $959.5K | 0.38% | +4+0.3% | Added |
| Midwest Financial Partners Investments, Inc. | 1,476 | $959.9K | 0.51% | +10+0.7% | Added |
| jvl associates llc | 1,477 | $960.6K | 0.32% | −97−6.2% | Reduced |
| Fenimore Asset Management Inc | 1,477 | $960.6K | 0.02% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 1,478 | $961.2K | 0.13% | −171−10.4% | Reduced |
| J2 Capital Management Inc | 1,478 | $961.2K | 0.66% | +33+2.3% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,478 | $961.6K | 0.20% | −300−16.9% | Reduced |
| Prospect Financial Services LLC | 1,481 | $963.0K | 0.59% | −84−5.4% | Reduced |
| Keb Asset Management, LLC | 1,482 | $963.9K | 0.18% | −19−1.3% | Reduced |
| Family Capital Trust Co | 1,483 | $964.4K | 0.35% | −3−0.2% | Reduced |
| Zuckerman Investment Group, LLC | 1,483 | $964.5K | 0.09% | −6−0.4% | Reduced |
| Buttonwood Financial Advisors Inc. | 1,483 | $964.5K | 0.32% | 00.0% | Unchanged |
| Level Wealth Management LLC | 1,481 | $965.8K | 0.45% | −642−30.2% | Reduced |
| Nolet Wealth Management, LLC | 1,486 | $966.3K | 0.55% | 00.0% | Unchanged |
| Mullaney, Keating & Wright, Inc. | 1,486 | $966.4K | 0.53% | +58+4.1% | Added |
| Legacy Financial Group, Inc. | 1,488 | $967.5K | 0.26% | −19−1.3% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 1,488 | $967.7K | 0.16% | −10,769−87.9% | Reduced |
| Lafayette Investments, Inc. | 1,489 | $968.4K | 0.20% | 00.0% | Unchanged |
| Newton One Investments LLC | 1,492 | $970.5K | 0.26% | +4+0.3% | Added |
| Midwest Capital Advisors, LLC | 1,497 | $973.7K | 0.46% | +2+0.1% | Added |
| Wealthstar Advisors, LLC | 1,498 | $974.5K | 0.58% | +8+0.5% | Added |
| Breachway Investments LLC | 1,489 | $975.9K | 0.94% | 00.0% | Unchanged |
| Vestia Personal Wealth Advisors | 1,501 | $976.2K | 0.46% | +5+0.3% | Added |
| MBA Advisors LLC | 1,502 | $976.6K | 0.38% | −433−22.4% | Reduced |
| Beck Mack & Oliver LLC | 1,503 | $977.5K | 0.02% | −2−0.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,503 | $977.5K | 0.31% | −13−0.9% | Reduced |
| Marquette Asset Management, LLC | 1,504 | $978.1K | 0.15% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 1,505 | $978.8K | 0.87% | 00.0% | Unchanged |
| Moore Capital Management, LP | 1,509 | $981.4K | 0.04% | −157,068−99.0% | Reduced |
| Alpha Financial Advisors, LLC | 1,510 | $981.9K | 0.30% | −50−3.2% | Reduced |
| Bosman Wealth Management, LLC | 1,511 | $982.7K | 0.86% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 1,372 | $986.0K | 0.35% | +162+13.4% | Added |
| Client 1st Advisory Group, LLC | 1,517 | $986.5K | 0.30% | +101+7.1% | Added |
| Cim, LLC | 1,518 | $987.3K | 0.14% | −94−5.8% | Reduced |
| Milestone Asset Management, LLC | 1,521 | $989.8K | 0.18% | +10+0.7% | Added |
| Retirement Solution Inc. | 1,523 | $990.2K | 0.23% | −587−27.8% | Reduced |
| Peak Wealth Management LLC | 1,523 | $990.5K | 0.81% | 00.0% | Unchanged |
| Ted Buchan & Co | 1,528 | $993.8K | 0.36% | +105+7.4% | Added |
| Truvestments Capital LLC | 1,530 | $995.0K | 0.18% | +596+63.8% | Added |
| Bci Securities, Inc. | 1,532 | $996.3K | 9.82% | −524−25.5% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,534 | $997.5K | 0.24% | −2−0.1% | Reduced |
| Ballast Advisors LLC | 1,534 | $997.7K | 0.29% | −162−9.6% | Reduced |
| 44 Wealth Management LLC | 1,535 | $998.0K | 0.35% | +564+58.1% | Added |
| Graney & King, LLC | 1,535 | $998.2K | 0.54% | +4+0.3% | Added |
| Center For Asset Management LLC | 1,533 | $998.6K | 0.50% | +70+4.8% | Added |
| GHP Investment Advisors, Inc. | 1,540 | $1.00M | 0.04% | +19+1.2% | Added |
| Grant Street Asset Management, Inc. | 1,543 | $1.00M | 0.19% | +165+12.0% | Added |
| PW Nova Financial Services LLC | 1,546 | $1.01M | 0.25% | +1,111+255.4% | Added |
| Milestone Asset Management Group, LLC | 1,550 | $1.01M | 0.59% | −49−3.1% | Reduced |
| Avondale Wealth Management | 1,551 | $1.01M | 0.50% | +919+145.4% | Added |
| Delta Wealth Advisors LLC | 1,551 | $1.01M | 0.77% | −218−12.3% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 1,552 | $1.01M | 0.04% | 00.0% | Unchanged |
| Cadia Private Client LLC | 1,561 | $1.02M | 0.82% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 1,565 | $1.02M | 0.49% | +1+0.1% | Added |
| Johnson & White Wealth Management, LLC | 1,566 | $1.02M | 0.43% | −102−6.1% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,566 | $1.02M | 0.25% | −53,750−97.2% | Reduced |
| Bellevue Asset Management, LLC | 1,570 | $1.02M | 0.51% | −27−1.7% | Reduced |
| Briaud Financial Planning, Inc | 1,572 | $1.02M | 0.27% | −147−8.6% | Reduced |
| Stonebridge Capital Advisors LLC | 1,573 | $1.02M | 0.07% | +108+7.4% | Added |
| Eagle Bay Advisors LLC | 1,570 | $1.02M | 0.90% | +133+9.3% | Added |
| Infinity Wealth Counsel, LLC | 1,575 | $1.02M | 0.94% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 1,578 | $1.03M | 0.56% | −17−1.1% | Reduced |
| Alamar Capital Management, LLC | 1,574 | $1.03M | 0.63% | +1+0.1% | Added |
| Texas Bank & Trust Co | 1,579 | $1.03M | 0.39% | −341−17.8% | Reduced |
| PFG Private Wealth Management, LLC | 1,579 | $1.03M | 0.44% | 00.0% | Unchanged |
| Lawood & Co | 1,582 | $1.03M | 0.95% | 00.0% | Unchanged |
| Tran Capital Management, L.P. | 1,583 | $1.03M | 0.14% | −2,214−58.3% | Reduced |
| Galvin, Gaustad & Stein, LLC | 1,588 | $1.03M | 0.08% | −64−3.9% | Reduced |
| RiverFront Investment Group, LLC | 1,593 | $1.04M | 0.02% | 00.0% | Unchanged |
| TCFG Wealth Management, LLC | 1,597 | $1.04M | 0.39% | +109+7.3% | Added |
| TCFG Investment Advisors, LLC | 1,597 | $1.04M | 0.39% | +1,597 | New |