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 |
|---|---|---|---|---|---|
| Frederick Financial Consultants, LLC | 1,603 | $1.04M | 0.52% | −272−14.5% | Reduced |
| Stirlingshire Investments, Inc. | 1,600 | $1.04M | 0.91% | +574+55.9% | Added |
| United Bank | 1,604 | $1.04M | 0.35% | +23+1.5% | Added |
| Penbrook Management LLC | 1,605 | $1.04M | 0.79% | −115−6.7% | Reduced |
| Investment Partners, Ltd. | 1,611 | $1.05M | 0.37% | +194+13.7% | Added |
| Navalign, LLC | 1,612 | $1.05M | 0.26% | −8−0.5% | Reduced |
| McDonough Capital Management, Inc | 1,612 | $1.05M | 0.57% | −52−3.1% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 1,613 | $1.05M | 0.21% | −20−1.2% | Reduced |
| Heck Capital Advisors, LLC | 1,613 | $1.05M | 0.08% | +1,613 | New |
| Stack Financial Management, Inc | 1,620 | $1.05M | 0.08% | +316+24.2% | Added |
| Mason & Associates Inc | 1,670 | $1.06M | 0.20% | +33+2.0% | Added |
| Mirabaud & Cie SA | 1,627 | $1.06M | 0.43% | +1,627 | New |
| Northbridge Financial Group, LLC | 1,553 | $1.07M | 0.46% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 1,641 | $1.07M | 0.05% | +308+23.1% | Added |
| Xcel Wealth Management, LLC | 1,642 | $1.07M | 0.30% | +195+13.5% | Added |
| VSM Wealth Advisory, LLC | 1,643 | $1.07M | 0.32% | +2+0.1% | Added |
| Waterford Advisors, LLC | 1,692 | $1.07M | 0.34% | +360+27.0% | Added |
| Providence Capital Advisors, LLC | 1,647 | $1.07M | 0.17% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 1,648 | $1.07M | 0.37% | +33+2.0% | Added |
| Arbor Investment Advisors, LLC | 1,659 | $1.08M | 0.14% | −1,312−44.2% | Reduced |
| Measured Risk Portfolios, Inc. | 1,662 | $1.08M | 1.19% | −221−11.7% | Reduced |
| Flynn Zito Capital Management, LLC | 1,663 | $1.08M | 0.35% | +863+107.9% | Added |
| Gen-Wealth Partners Inc | 262,239 | $1.08M | 0.34% | +60.0% | Added |
| Turn8 Private Wealth Inc. | 1,670 | $1.09M | 0.68% | −4,298−72.0% | Reduced |
| Cornerstone Planning Group LLC | 1,502 | $1.09M | 0.15% | +110+7.9% | Added |
| Foster Group, Inc. | 1,672 | $1.09M | 0.03% | −168−9.1% | Reduced |
| Action Point Financial Planning, LLC | 1,674 | $1.09M | 0.97% | +1,674 | New |
| Carrera Capital Advisors | 1,667 | $1.09M | 0.17% | +659+65.4% | Added |
| Quantum Private Wealth, LLC | 1,675 | $1.09M | 0.34% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 1,676 | $1.09M | 0.38% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 1,679 | $1.09M | 0.31% | −791−32.0% | Reduced |
| Prosperitas Financial LLC | 1,682 | $1.09M | 0.41% | −35−2.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,683 | $1.09M | 0.30% | −754−30.9% | Reduced |
| Whalen Wealth Management Inc. | 1,687 | $1.10M | 0.59% | −113−6.3% | Reduced |
| TTP Investments, Inc. | 1,688 | $1.10M | 0.46% | +9+0.5% | Added |
| Riverbridge Partners LLC | 1,694 | $1.10M | 0.03% | +1,694 | New |
| Poinciana Advisors Group, LLC | 1,697 | $1.10M | 0.87% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 1,697 | $1.10M | 0.93% | −130−7.1% | Reduced |
| Concord Wealth Partners | 1,699 | $1.10M | 0.14% | +52+3.2% | Added |
| WLTH Capital Management, LLC | 1,701 | $1.11M | 0.87% | −90−5.0% | Reduced |
| Cheviot Value Management, LLC | 1,701 | $1.11M | 0.11% | +522+44.3% | Added |
| Amara Financial, LLC. | 1,703 | $1.11M | 0.76% | +5+0.3% | Added |
| Prospect Financial Group LLC | 1,706 | $1.11M | 1.02% | 00.0% | Unchanged |
| Walser Wealth Management Company, A Ltd Liability Co | 1,707 | $1.11M | 0.50% | +275+19.2% | Added |
| Compass Financial Services Inc | 1,707 | $1.11M | 0.48% | +9+0.5% | Added |
| Cetera Trust Company, N.A | 1,711 | $1.11M | 0.63% | +75+4.6% | Added |
| Eagle Bluffs Wealth Management LLC | 1,707 | $1.11M | 0.43% | −776−31.3% | Reduced |
| Vermillion Wealth Management, Inc. | 1,717 | $1.12M | 0.44% | −39−2.2% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 1,718 | $1.12M | 0.09% | +29+1.7% | Added |
| Live Oak Private Wealth LLC | 1,725 | $1.12M | 0.16% | −10−0.6% | Reduced |
| Blue Rock Wealth Management LLC | 1,725 | $1.12M | 0.71% | −82−4.5% | Reduced |
| Opes Wealth Management LLC | 1,728 | $1.12M | 0.19% | −20−1.1% | Reduced |
| Eclectic Associates Inc | 1,729 | $1.12M | 0.15% | +72+4.3% | Added |
| Intergy Private Wealth, LLC | 1,734 | $1.13M | 0.33% | −5−0.3% | Reduced |
| Financial Advisory Corp | 1,735 | $1.13M | 0.16% | −36−2.0% | Reduced |
| Optiver Holding B.V. | 1,735 | $1.13M | 0.04% | −1,595,471−99.9% | Reduced |
| Strategies Wealth Advisors, LLC | 1,737 | $1.13M | 0.11% | −140−7.5% | Reduced |
| Ridge Creek Global, Inc | 1,738 | $1.13M | 0.96% | +225+14.9% | Added |
| DKM Wealth Management, Inc. | 1,743 | $1.13M | 0.82% | +22+1.3% | Added |
| August Group Capital Ltd | 1,745 | $1.13M | 1.32% | +38+2.2% | Added |
| Gilman Hill Asset Management, LLC | 1,745 | $1.13M | 0.17% | −818−31.9% | Reduced |
| EagleClaw Capital Managment, LLC | 1,747 | $1.14M | 0.16% | +120+7.4% | Added |
| Bullock Wealth Management Group | 1,740 | $1.14M | 0.57% | +140+8.8% | Added |
| Wescott Financial Advisory Group, LLC | 1,753 | $1.14M | 0.10% | +1+0.1% | Added |
| Dominguez Wealth Management Solutions, Inc. | 1,754 | $1.14M | 0.69% | −15−0.8% | Reduced |
| Silver Grove Financial Group, Inc. | 1,754 | $1.14M | 0.92% | −332−15.9% | Reduced |
| Wellington-Altus USA Inc. | 1,532 | $1.14M | 0.68% | +242+18.8% | Added |
| Narwhal Capital Management | 1,762 | $1.15M | 0.08% | −285−13.9% | Reduced |
| Syntegra Private Wealth Group, LLC | 1,762 | $1.15M | 0.11% | −139−7.3% | Reduced |
| ONE Advisory Partners, LLC | 1,763 | $1.15M | 0.35% | −5−0.3% | Reduced |
| Myecfo, LLC | 1,764 | $1.15M | 0.48% | −48−2.6% | Reduced |
| BancFirst Trust & Investment Management | 1,816 | $1.15M | 0.51% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 1,760 | $1.15M | 0.21% | −289−14.1% | Reduced |
| Adelphi Trust Co | 1,766 | $1.15M | 0.93% | +1,766 | New |
| Align Financial, LLC | 1,766 | $1.15M | 0.65% | −1,198,451−99.9% | Reduced |
| Unison Asset Management LLC | 1,768 | $1.15M | 0.53% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 1,768 | $1.15M | 0.25% | −70−3.8% | Reduced |
| COFG Advisors, LLC | 1,769 | $1.15M | 0.28% | +5+0.3% | Added |
| Barlow Wealth Partners, Inc. | 1,622 | $1.15M | 0.13% | +19+1.2% | Added |
| Passive Capital Management, LLC. | 1,773 | $1.15M | 0.34% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 1,776 | $1.15M | 0.09% | −145−7.5% | Reduced |
| Vista Investment Management | 1,777 | $1.16M | 0.39% | 00.0% | Unchanged |
| HTG Investment Advisors, Inc. | 1,777 | $1.16M | 0.33% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 1,777 | $1.16M | 0.61% | −35−1.9% | Reduced |
| West Michigan Advisors, LLC | 1,778 | $1.16M | 0.25% | +243+15.8% | Added |
| Key Capital Management, INC | 1,785 | $1.16M | 0.77% | +91+5.4% | Added |
| Marion Wealth Management | 1,785 | $1.16M | 0.26% | +17+1.0% | Added |
| Z3 Capital Partners, LLC | 1,790 | $1.16M | 0.29% | +1+0.1% | Added |
| Postrock Partners LLC | 1,800 | $1.17M | 0.54% | −164−8.4% | Reduced |
| Ballast, Inc. | 1,801 | $1.17M | 0.27% | +540+42.8% | Added |
| Fiduciary Group LLC | 1,802 | $1.17M | 0.10% | −4−0.2% | Reduced |
| Theory Financial LLC | 1,806 | $1.17M | 0.41% | −15−0.8% | Reduced |
| Professional Advisory Services Inc | 1,810 | $1.18M | 0.16% | −79−4.2% | Reduced |
| Isthmus Partners, LLC | 1,812 | $1.18M | 0.12% | 00.0% | Unchanged |
| AJ Advisors, LLC | 1,815 | $1.18M | 0.44% | +21+1.2% | Added |
| Cypress Point Wealth Management, LLC | 1,816 | $1.18M | 0.25% | +468+34.7% | Added |
| Oak Wealth Advisors LLC | 1,818 | $1.18M | 0.65% | 00.0% | Unchanged |
| Milestones Private Investment Advisors LLC | 1,819 | $1.18M | 1.04% | −94−4.9% | Reduced |
| RAM Investment Partners, LLC | 1,821 | $1.18M | 0.21% | +288+18.8% | Added |
| Garner Asset Management Corp | 1,829 | $1.19M | 0.47% | −17−0.9% | Reduced |