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 |
|---|---|---|---|---|---|
| Sage Investment Advisers LLC | 1,819 | $1.19M | 0.88% | +2+0.1% | Added |
| Plan A Wealth LLC | 1,837 | $1.19M | 0.57% | −8−0.4% | Reduced |
| Souders Financial Advisors | 1,839 | $1.20M | 0.14% | −585−24.1% | Reduced |
| BDFS Capital LLC | 1,840 | $1.20M | 0.58% | +26+1.4% | Added |
| Cladis Investment Advisory, LLC | 1,847 | $1.20M | 0.66% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 1,847 | $1.20M | 0.02% | +986+114.5% | Added |
| Clear Trail Advisors, LLC | 1,848 | $1.20M | 0.20% | −601−24.5% | Reduced |
| Vernal Point Advisors, LLC | 1,844 | $1.20M | 0.49% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,850 | $1.20M | 0.36% | +219+13.4% | Added |
| Dover Advisors, LLC | 1,844 | $1.20M | 0.50% | +19+1.0% | Added |
| WealthTrust Axiom LLC | 1,850 | $1.20M | 0.30% | +281+17.9% | Added |
| Trademark Financial Management, LLC | 1,850 | $1.20M | 0.59% | −7−0.4% | Reduced |
| Silver Oak Advisory Group, Inc. | 1,852 | $1.20M | 0.52% | +11+0.6% | Added |
| Palogic Value Management, L.P. | 1,855 | $1.21M | 0.53% | 00.0% | Unchanged |
| Apeiron RIA LLC | 1,855 | $1.21M | 0.28% | −20−1.1% | Reduced |
| Monetary Management Group Inc | 1,860 | $1.21M | 0.29% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,865 | $1.21M | 0.39% | −6−0.3% | Reduced |
| Chokshi & Queen Wealth Advisors, Inc | 1,867 | $1.21M | 0.65% | +115+6.6% | Added |
| Millstone Evans Group, LLC | 1,869 | $1.22M | 0.73% | −13−0.7% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 1,875 | $1.22M | 0.71% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 1,875 | $1.22M | 0.61% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 1,878 | $1.22M | 0.18% | −82−4.2% | Reduced |
| Massar Capital Management, LP | 1,880 | $1.22M | 0.24% | +232+14.1% | Added |
| Inspire Trust Co, N.A. | 1,882 | $1.22M | 0.19% | −5,989−76.1% | Reduced |
| Sterling Manor Financial, LLC | 1,882 | $1.22M | 0.77% | −27−1.4% | Reduced |
| Level Financial Advisors, Inc. | 1,884 | $1.22M | 0.31% | −383−16.9% | Reduced |
| Toth Financial Advisory Corp | 1,885 | $1.23M | 0.13% | −66−3.4% | Reduced |
| Leisure Capital Management | 1,885 | $1.23M | 0.43% | −57−2.9% | Reduced |
| Fca Corp | 1,896 | $1.23M | 0.35% | 00.0% | Unchanged |
| Scratch Capital LLC | 1,900 | $1.24M | 0.71% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,903 | $1.24M | 0.05% | +119+6.7% | Added |
| Pacific Asset Management, LLC | 1,905 | $1.24M | 0.69% | −196−9.3% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,908 | $1.24M | 0.80% | −30−1.5% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 1,913 | $1.24M | 0.81% | −199−9.4% | Reduced |
| Discipline Wealth Solutions, LLC | 1,915 | $1.25M | 0.13% | +456+31.3% | Added |
| Hazlett, Burt & Watson, Inc. | 1,919 | $1.25M | 0.39% | 00.0% | Unchanged |
| Financial Alternatives, Inc | 1,922 | $1.25M | 0.67% | −173−8.3% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,921 | $1.25M | 0.37% | +337+21.3% | Added |
| CKW Financial Group | 1,907 | $1.25M | 0.14% | +3+0.2% | Added |
| Avail Investment Partners, LLC | 1,927 | $1.25M | 1.34% | +1,927 | New |
| Leslie Global Wealth, LLC | 1,927 | $1.25M | 0.66% | −669−25.8% | Reduced |
| Investment Research Partners LLC | 1,928 | $1.25M | 0.51% | −72−3.6% | Reduced |
| Landaas & Co | 1,930 | $1.26M | 0.28% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,917 | $1.26M | 0.44% | +68+3.7% | Added |
| Private Management Group Inc | 1,937 | $1.26M | 0.04% | −8−0.4% | Reduced |
| Cornerstone Financial Management LLC | 1,940 | $1.26M | 1.16% | 00.0% | Unchanged |
| Strathmore Capital Advisors, Inc. | 1,773 | $1.27M | 0.36% | +914+106.4% | Added |
| Mezzasalma Advisors, LLC | 1,947 | $1.27M | 0.32% | +3+0.2% | Added |
| Navigation Group, LLC | 1,951 | $1.27M | 0.30% | +1,951 | New |
| Cookson Peirce & Co Inc | 1,952 | $1.27M | 0.05% | +95+5.1% | Added |
| Aegis Wealth Management, Inc. | 1,952 | $1.27M | 1.00% | +449+29.9% | Added |
| HF Advisory Group, LLC | 1,957 | $1.27M | 0.43% | −26−1.3% | Reduced |
| Burton Enright Welch | 1,959 | $1.27M | 0.17% | −104−5.0% | Reduced |
| Brooks, Moore & Associates, Inc. | 1,955 | $1.27M | 0.64% | 00.0% | Unchanged |
| Trust Co of Tennessee | 1,961 | $1.28M | 0.24% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 1,962 | $1.28M | 1.05% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 1,963 | $1.28M | 0.31% | +1,015+107.1% | Added |
| Carter Financial Group, INC. | 1,967 | $1.28M | 0.79% | −9−0.5% | Reduced |
| Legacy Private Trust Co. | 1,968 | $1.28M | 0.08% | −1,088−35.6% | Reduced |
| Independent Investors Inc | 1,972 | $1.28M | 0.25% | 00.0% | Unchanged |
| Dara Capital US, Inc. | 1,972 | $1.28M | 1.22% | 00.0% | Unchanged |
| Strid Group, LLC | 1,975 | $1.28M | 0.16% | −248−11.2% | Reduced |
| Lakeridge Wealth Management LLC | 1,975 | $1.28M | 0.55% | −330−14.3% | Reduced |
| Define Financial, LLC | 1,978 | $1.29M | 0.70% | +5+0.3% | Added |
| Fidelity D & D Bancorp Inc | 1,982 | $1.29M | 0.52% | 00.0% | Unchanged |
| Elite Wealth Management, Inc. | 1,982 | $1.29M | 0.42% | −301−13.2% | Reduced |
| EPG Wealth Management LLC | 1,985 | $1.29M | 0.35% | +29+1.5% | Added |
| Capital Advantage, Inc. | 1,991 | $1.29M | 0.17% | +8+0.4% | Added |
| Visionary Horizons, LLC | 1,992 | $1.30M | 0.64% | +245+14.0% | Added |
| Nottingham Advisors, Inc. | 1,992 | $1.30M | 0.17% | +43+2.2% | Added |
| Dba Trading, LLC | 2,000 | $1.30M | 0.65% | −6,100−75.3% | Reduced |
| Virginia Wealth Management Group, Inc. | 2,000 | $1.30M | 0.70% | 00.0% | Unchanged |
| Lam Group, Inc. | 2,000 | $1.30M | 0.71% | 00.0% | Unchanged |
| Doheny Asset Management | 2,000 | $1.30M | 0.85% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 2,001 | $1.30M | 0.18% | +1,512+309.2% | Added |
| Ti-Trust, Inc | 2,002 | $1.30M | 0.77% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 2,002 | $1.30M | 0.41% | 00.0% | Unchanged |
| Torrey Growth & Income Advisors | 2,033 | $1.31M | 0.55% | +10.0% | Added |
| Kingstone Capital Partners Texas, LLC | 2,009 | $1.31M | 0.80% | +30+1.5% | Added |
| Roof Eidam & Maycock | 2,010 | $1.31M | 0.30% | +3+0.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,012 | $1.31M | 0.00% | −793−28.3% | Reduced |
| Gallacher Capital Management LLC | 2,013 | $1.31M | 0.50% | −80−3.8% | Reduced |
| Concentrum Wealth Management | 2,022 | $1.32M | 0.39% | +1,368+209.2% | Added |
| Lincoln Capital Corp | 2,027 | $1.32M | 0.49% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 2,030 | $1.32M | 0.15% | 00.0% | Unchanged |
| Stenger Family Office, LLC | 2,031 | $1.32M | 0.24% | −511−20.1% | Reduced |
| Approach Retirement Advisors, LLC | 2,032 | $1.32M | 1.10% | −54−2.6% | Reduced |
| Investment Partners Asset Management, Inc. | 2,034 | $1.32M | 0.82% | −12−0.6% | Reduced |
| Archer Investment Corp | 2,035 | $1.32M | 0.28% | −11−0.5% | Reduced |
| WealthBridge Investment Counsel Inc. | 2,040 | $1.33M | 0.41% | +31+1.5% | Added |
| Fortune Financial Advisors, LLC | 2,044 | $1.33M | 0.68% | −55−2.6% | Reduced |
| Palouse Capital Management, Inc. | 2,047 | $1.33M | 0.88% | −1,882−47.9% | Reduced |
| Precedent Wealth Partners, LLC | 2,049 | $1.33M | 0.27% | −10−0.5% | Reduced |
| Rockline Wealth Management, LLC | 2,049 | $1.33M | 0.29% | +37+1.8% | Added |
| Baring Financial LLC | 2,050 | $1.33M | 0.82% | +72+3.6% | Added |
| Canvas Wealth Advisors, LLC | 2,050 | $1.33M | 0.23% | +139+7.3% | Added |
| Sacks & Associates, LLC | 2,050 | $1.33M | 0.99% | +4+0.2% | Added |
| Massachusetts Wealth Management | 2,056 | $1.34M | 0.58% | −12−0.6% | Reduced |
| Windsor Advisory Group, LLC | 2,057 | $1.34M | 1.12% | +130+6.7% | Added |
| BankPlus Trust Department | 2,057 | $1.34M | 0.36% | −53−2.5% | Reduced |