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 |
|---|---|---|---|---|---|
| Red Tortoise LLC | 2,061 | $1.34M | 0.56% | +10.0% | Added |
| Acorn Financial Advisory Services Inc | 2,061 | $1.34M | 0.18% | −1,021−33.1% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,069 | $1.35M | 0.23% | −141−6.4% | Reduced |
| ERn Financial, LLC | 2,071 | $1.35M | 0.25% | −36−1.7% | Reduced |
| LaFleur & Godfrey LLC | 2,072 | $1.35M | 0.17% | −530−20.4% | Reduced |
| Advocate Investing Services LLC | 2,077 | $1.35M | 1.14% | +457+28.2% | Added |
| Intesa Sanpaolo Wealth Management | 2,088 | $1.36M | 0.33% | 00.0% | Unchanged |
| Wealth Management Nebraska | 2,089 | $1.36M | 0.14% | +38+1.9% | Added |
| Princeton Global Asset Management LLC | 2,095 | $1.36M | 0.22% | +18+0.9% | Added |
| Kirtland Hills Capital Management, LLC | 1,919 | $1.36M | 0.43% | +1+0.1% | Added |
| Waterway Wealth Management, LLC | 2,099 | $1.37M | 0.30% | +799+61.5% | Added |
| Bear Mountain Capital, Inc. | 1,926 | $1.37M | 0.41% | 00.0% | Unchanged |
| Courage Miller Partners, LLC | 2,099 | $1.37M | 0.39% | 00.0% | Unchanged |
| Valpey Financial Services, LLC | 2,099 | $1.37M | 0.89% | −267−11.3% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,103 | $1.37M | 0.23% | −20−0.9% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 2,104 | $1.37M | 0.36% | −24−1.1% | Reduced |
| 3 Factor Indexing, LLC | 2,104 | $1.37M | 1.29% | +2,104 | New |
| Seros Financial, LLC | 2,105 | $1.37M | 0.87% | −120−5.4% | Reduced |
| Mustico Financial Group, Inc. | 2,114 | $1.37M | 1.03% | −43−2.0% | Reduced |
| Strategic Investment Advisors | 2,115 | $1.38M | 0.09% | +431+25.6% | Added |
| Standard Life Aberdeen plc | 2,117 | $1.38M | 0.00% | 00.0% | Unchanged |
| Diversified Investment Strategies, LLC | 2,120 | $1.38M | 0.88% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 2,121 | $1.38M | 0.16% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 2,123 | $1.38M | 0.50% | +2+0.1% | Added |
| Alpha Financial Partners, LLC | 2,123 | $1.38M | 0.82% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 2,123 | $1.38M | 0.20% | −354−14.3% | Reduced |
| Centric Wealth Management | 1,930 | $1.39M | 0.28% | −39−2.0% | Reduced |
| Westhampton Capital, LLC | 2,141 | $1.39M | 0.65% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 2,143 | $1.39M | 0.32% | −42−1.9% | Reduced |
| BCS Private Wealth Management, Inc. | 2,138 | $1.39M | 0.42% | −355−14.2% | Reduced |
| SL Advisors, LLC | 2,147 | $1.40M | 2.36% | 00.0% | Unchanged |
| Vaughan & Co Securities, Inc. | 2,150 | $1.40M | 0.73% | 00.0% | Unchanged |
| Arcadia Wealth Management, Inc. | 2,152 | $1.40M | 0.76% | +96+4.7% | Added |
| Papp L Roy & Associates | 2,154 | $1.40M | 0.16% | +171+8.6% | Added |
| Natural Investments, LLC | 2,158 | $1.40M | 0.35% | −55−2.5% | Reduced |
| CNB Bank | 2,158 | $1.40M | 0.59% | +24+1.1% | Added |
| Family Office Research LLC | 2,164 | $1.41M | 0.62% | +2+0.1% | Added |
| QTR Family Wealth, LLC | 2,032 | $1.41M | 0.59% | 00.0% | Unchanged |
| Eddie Patel Inc | 2,170 | $1.41M | 1.08% | +877+67.8% | Added |
| Summit Asset Management, LLC | 2,177 | $1.42M | 0.20% | +155+7.7% | Added |
| Naviter Wealth, LLC | 2,174 | $1.42M | 0.18% | −987−31.2% | Reduced |
| Capital Planning Advisors, LLC | 2,180 | $1.42M | 0.21% | −32−1.4% | Reduced |
| Wealthspan Partners, LLC | 2,184 | $1.42M | 0.50% | +53+2.5% | Added |
| IFC Advisors LLC | 2,186 | $1.42M | 0.20% | −1,336−37.9% | Reduced |
| 3Chopt Investment Partners, LLC | 2,181 | $1.42M | 0.33% | −10.0% | Reduced |
| Front Row Advisors LLC | 2,182 | $1.42M | 0.48% | −15−0.7% | Reduced |
| CacheTech Inc. | 2,190 | $1.42M | 0.27% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 2,190 | $1.42M | 1.18% | −298−12.0% | Reduced |
| Praetorian Wealth Management, Inc. | 2,113 | $1.43M | 0.27% | +11+0.5% | Added |
| Viewpoint Capital Management LLC | 2,197 | $1.43M | 0.67% | 00.0% | Unchanged |
| Sentinel Advisory Group, LLC | 2,199 | $1.43M | 0.70% | +2,199 | New |
| Hutchinson Capital Management | 2,199 | $1.43M | 0.26% | −630−22.3% | Reduced |
| Weatherly Asset Management L. P. | 2,198 | $1.43M | 0.12% | +20+0.9% | Added |
| Armor Investment Advisors, LLC | 2,204 | $1.43M | 0.52% | +5+0.2% | Added |
| Key Financial Inc | 2,204 | $1.43M | 0.26% | +121+5.8% | Added |
| Parthenon LLC | 2,204 | $1.43M | 0.16% | 00.0% | Unchanged |
| North Dallas Bank & Trust Co | 2,205 | $1.43M | 0.97% | −140−6.0% | Reduced |
| Global Wealth Strategies & Associates | 2,208 | $1.44M | 0.35% | +1,525+223.3% | Added |
| Pathfinder Wealth Consulting, Inc. | 2,209 | $1.44M | 0.93% | −7−0.3% | Reduced |
| Intellus Advisors LLC | 2,211 | $1.44M | 0.20% | +200+9.9% | Added |
| Crusonia Wealth Advisors LLC | 2,212 | $1.44M | 0.30% | +10.0% | Added |
| Riverbend Wealth Management, LLC | 2,215 | $1.44M | 0.90% | +8+0.4% | Added |
| Yarger Wealth Strategies, LLC | 2,219 | $1.44M | 0.59% | +5+0.2% | Added |
| MontVue Capital Management, Inc. | 2,221 | $1.44M | 0.98% | −607−21.5% | Reduced |
| Beacon Wealthcare LLC | 2,222 | $1.45M | 0.51% | +856+62.7% | Added |
| KC Investment Advisors, LLC | 2,224 | $1.45M | 0.34% | −21−0.9% | Reduced |
| Hudson Value Partners, LLC | 2,224 | $1.45M | 0.43% | −11−0.5% | Reduced |
| Ironwood Wealth Management, LLC. | 2,228 | $1.45M | 0.42% | −72−3.1% | Reduced |
| Marino, Stram & Associates LLC | 2,231 | $1.45M | 0.26% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 2,231 | $1.45M | 0.17% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 2,238 | $1.46M | 0.59% | −143−6.0% | Reduced |
| Winthrop Capital Management, LLC | 2,239 | $1.46M | 0.37% | −15,915−87.7% | Reduced |
| Arrow Financial Corp | 2,239 | $1.46M | 0.15% | −5,128−69.6% | Reduced |
| Clarion Wealth Managment Partners, LLC | 2,240 | $1.46M | 1.32% | +468+26.4% | Added |
| Cypress Asset Management Inc | 2,240 | $1.46M | 0.34% | −24−1.1% | Reduced |
| Alerus Financial NA | 2,244 | $1.46M | 0.07% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 2,191 | $1.46M | 0.36% | +1,122+105.0% | Added |
| Reuter James Wealth Management, LLC | 2,252 | $1.46M | 0.21% | +30+1.4% | Added |
| Seamount Financial Group Inc | 2,254 | $1.47M | 0.66% | +39+1.8% | Added |
| Philadelphia Trust Co | 2,258 | $1.47M | 0.10% | −5−0.2% | Reduced |
| Kapstone Financial Advisors LLC | 2,268 | $1.47M | 0.72% | −76−3.2% | Reduced |
| Lawson Kroeker Investment Management Inc | 2,270 | $1.48M | 0.43% | +5+0.2% | Added |
| RFG - Bristol Wealth Advisors, LLC | 2,271 | $1.48M | 0.40% | +16+0.7% | Added |
| J. L. Bainbridge & Co., Inc. | 2,273 | $1.48M | 0.13% | −13−0.6% | Reduced |
| Piscataqua Savings Bank | 2,283 | $1.48M | 1.04% | +716+45.7% | Added |
| Azora Capital LP | 2,286 | $1.49M | 0.10% | +2,286 | New |
| Umpqua Bank | 2,287 | $1.49M | 0.42% | +240+11.7% | Added |
| Tobias Financial Advisors, Inc. | 2,288 | $1.49M | 0.21% | −810−26.1% | Reduced |
| Elevation Advisory Partners LLC | 2,142 | $1.49M | 1.39% | +2,142 | New |
| N.E.W. Advisory Services LLC | 2,292 | $1.49M | 0.11% | −16−0.7% | Reduced |
| SJS Investment Consulting Inc. | 2,292 | $1.49M | 0.18% | +191+9.1% | Added |
| Guardian Asset Advisors, LLC | 2,288 | $1.49M | 0.87% | −626−21.5% | Reduced |
| Quantum Financial Advisors, LLC | 2,292 | $1.49M | 0.17% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2,293 | $1.49M | 0.16% | −22−1.0% | Reduced |
| Cutler Investment Counsel LLC | 2,287 | $1.49M | 0.15% | −193−7.8% | Reduced |
| Curio Wealth, LLC | 2,295 | $1.49M | 0.51% | −224−8.9% | Reduced |
| TMB Capital Partners, LLC | 2,299 | $1.50M | 0.50% | −86−3.6% | Reduced |
| Richardson Financial Services Inc. | 2,303 | $1.50M | 0.94% | −33−1.4% | Reduced |
| Davis Capital Management | 2,304 | $1.50M | 1.02% | 00.0% | Unchanged |
| First PREMIER Bank | 2,304 | $1.50M | 0.35% | −30−1.3% | Reduced |