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 |
|---|---|---|---|---|---|
| Wealthcare Capital Partners, LLC | 2,316 | $1.51M | 0.71% | −23−1.0% | Reduced |
| Blue Capital, Inc. | 2,320 | $1.51M | 0.99% | −1,215−34.4% | Reduced |
| Compass Capital Management, Inc | 2,320 | $1.51M | 0.09% | −131−5.3% | Reduced |
| Aspen Capital Management, LLC | 2,320 | $1.51M | 0.37% | −55−2.3% | Reduced |
| Vestor Capital, LLC | 2,323 | $1.51M | 0.11% | −5,677−71.0% | Reduced |
| Headinvest, LLC | 2,326 | $1.51M | 0.31% | −20−0.9% | Reduced |
| Wiser Wealth Management, Inc | 2,329 | $1.51M | 0.33% | +293+14.4% | Added |
| Mars Jewett Financial Group, Inc. | 2,337 | $1.52M | 0.48% | +50+2.2% | Added |
| Southeast Asset Advisors Inc. | 2,339 | $1.52M | 0.17% | −130−5.3% | Reduced |
| Capital CS Group, LLC | 2,339 | $1.52M | 3.14% | +33+1.4% | Added |
| First Command Advisory Services, Inc. | 2,344 | $1.52M | 0.01% | −40−1.7% | Reduced |
| Orcam Financial Group | 2,346 | $1.53M | 1.08% | +38+1.6% | Added |
| Catalyst Investment Management LLC | 2,158 | $1.53M | 1.70% | −349−13.9% | Reduced |
| Stonehaven Wealth & Tax Solutions, LLC | 2,361 | $1.54M | 1.36% | +27+1.2% | Added |
| Awm Capital, LLC | 2,361 | $1.54M | 0.14% | −239−9.2% | Reduced |
| SMI Advisory Services, LLC | 2,332 | $1.54M | 0.25% | −1,477−38.8% | Reduced |
| TritonPoint Partners, LLC | 2,358 | $1.54M | 0.57% | +48+2.1% | Added |
| Matthew Goff Investment Advisor, LLC | 2,365 | $1.54M | 0.26% | +2,365 | New |
| Townsend Asset Management Corp | 2,366 | $1.54M | 0.56% | +103+4.6% | Added |
| San Luis Wealth Advisors LLC | 2,369 | $1.54M | 0.25% | +10.0% | Added |
| Capital Asset Managemnet, LLC | 2,369 | $1.54M | 1.73% | +74+3.2% | Added |
| Your Advocates Ltd., LLP | 2,370 | $1.54M | 0.47% | +182+8.3% | Added |
| Oberweis Asset Management Inc | 2,374 | $1.54M | 0.05% | +319+15.5% | Added |
| Bruce G. Allen Investments, LLC | 2,376 | $1.55M | 1.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 2,370 | $1.55M | 1.32% | +4+0.2% | Added |
| Summit Wealth Group LLC | 2,377 | $1.55M | 0.16% | +552+30.2% | Added |
| Altus Wealth Group LLC | 2,377 | $1.55M | 0.63% | +1,034+77.0% | Added |
| Dearborn Partners LLC | 2,388 | $1.55M | 0.08% | −4,169−63.6% | Reduced |
| 55 North Private Wealth, LLC | 2,389 | $1.55M | 0.40% | +1,629+214.3% | Added |
| Bernardo Wealth Planning LLC | 2,391 | $1.55M | 0.30% | +33+1.4% | Added |
| Intellectus Partners, LLC | 2,385 | $1.56M | 0.32% | +20+0.8% | Added |
| Triton Wealth Management, PLLC | 2,366 | $1.56M | 0.58% | −18−0.8% | Reduced |
| Karpus Management, Inc. | 2,396 | $1.56M | 0.05% | +6+0.3% | Added |
| Asset Allocation Strategies LLC | 2,398 | $1.56M | 0.28% | +4+0.2% | Added |
| Holos Integrated Wealth LLC | 2,366 | $1.56M | 0.79% | +2,342+9,758.3% | Added |
| Clean Yield Group | 2,403 | $1.56M | 0.44% | −555−18.8% | Reduced |
| Brooklyn FI, LLC | 2,410 | $1.57M | 0.33% | +299+14.2% | Added |
| American Capital Management Inc | 2,425 | $1.58M | 0.08% | −110−4.3% | Reduced |
| Fund Advisors of America Inc | 2,425 | $1.58M | 1.60% | +475+24.4% | Added |
| Westbourne Investments, Inc. | 2,427 | $1.58M | 0.75% | +27+1.1% | Added |
| Castle Wealth Management LLC | 2,422 | $1.58M | 0.51% | −24−1.0% | Reduced |
| Empire Financial Management Company, LLC | 2,429 | $1.58M | 0.36% | +41+1.7% | Added |
| Davies Financial Advisors, Inc. | 2,432 | $1.58M | 14.49% | −3,493−59.0% | Reduced |
| Beech Hill Advisors, Inc. | 2,435 | $1.58M | 0.79% | +1,320+118.4% | Added |
| Allium Financial Advisors, LLC | 2,437 | $1.58M | 1.27% | −10.0% | Reduced |
| Fort Sheridan Advisors LLC | 2,439 | $1.59M | 0.19% | 00.0% | Unchanged |
| Dodds Wealth, LLC | 2,449 | $1.59M | 0.39% | −203−7.7% | Reduced |
| Dana Investment Advisors, Inc. | 2,457 | $1.60M | 0.05% | −36−1.4% | Reduced |
| W.H. Cornerstone Investments Inc. | 2,459 | $1.60M | 1.00% | +253+11.5% | Added |
| Ankerstar Wealth, LLC | 2,455 | $1.60M | 1.69% | +569+30.2% | Added |
| AAFCPAs Wealth Management, LLC | 2,463 | $1.60M | 0.66% | −22−0.9% | Reduced |
| Peak Retirement Planning, Inc. | 2,469 | $1.61M | 0.33% | +585+31.1% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 2,474 | $1.61M | 0.06% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 2,477 | $1.61M | 0.39% | −229−8.5% | Reduced |
| Oath Planning, LLC | 2,492 | $1.62M | 1.44% | +7+0.3% | Added |
| Alpha Omega Wealth Management LLC | 2,498 | $1.62M | 0.26% | −4−0.2% | Reduced |
| Gouws Capital LLC | 2,500 | $1.63M | 0.86% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 2,500 | $1.63M | 1.14% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 2,500 | $1.63M | 0.00% | −12,200−83.0% | Reduced |
| Payne Capital Management, LLC | 2,501 | $1.63M | 0.49% | −273−9.8% | Reduced |
| Mascagni Wealth Management, Inc. | 2,502 | $1.63M | 1.16% | +235+10.4% | Added |
| Blodgett Wealth Advisors, LLC | 2,504 | $1.63M | 1.29% | 00.0% | Unchanged |
| Fingerlakes Wealth Management, Inc. | 2,509 | $1.63M | 1.08% | −44−1.7% | Reduced |
| Asset Advisors Investment Management, LLC | 2,515 | $1.64M | 0.16% | −59−2.3% | Reduced |
| Atwood & Palmer Inc | 2,517 | $1.64M | 0.09% | −175−6.5% | Reduced |
| Pioneer Family Office, LLC | 2,521 | $1.64M | 1.05% | 00.0% | Unchanged |
| Riverstone Advisors, LLC | 2,526 | $1.64M | 0.81% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 2,527 | $1.64M | 0.17% | +142+6.0% | Added |
| Bell Investment Advisors, Inc | 2,532 | $1.65M | 0.26% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 2,538 | $1.65M | 0.20% | +10.0% | Added |
| ESL Trust Services, LLC | 2,538 | $1.65M | 0.32% | −15−0.6% | Reduced |
| WoodTrust Financial Corp | 2,540 | $1.65M | 0.21% | 00.0% | Unchanged |
| Peninsula Asset Management Inc | 2,545 | $1.66M | 0.85% | 00.0% | Unchanged |
| GFG Capital, LLC | 2,551 | $1.66M | 0.53% | +2,114+483.8% | Added |
| Investment Advisory Group, LLC | 2,552 | $1.66M | 0.42% | +67+2.7% | Added |
| Chatterton & Associates Inc. | 2,443 | $1.66M | 1.16% | −233−8.7% | Reduced |
| Geneva Partners, LLC | 2,555 | $1.66M | 0.80% | −489−16.1% | Reduced |
| Ulland Investment Advisors, LLC | 2,555 | $1.66M | 1.43% | −104−3.9% | Reduced |
| Independence Wealth Advisors, LLC | 2,557 | $1.66M | 0.89% | +552+27.5% | Added |
| RiverGlades Family Offices LLC | 2,558 | $1.66M | 0.98% | +2,558 | New |
| Baxter Bros Inc | 2,561 | $1.67M | 0.21% | −200−7.2% | Reduced |
| Lee Danner & Bass Inc | 2,562 | $1.67M | 0.10% | −250−8.9% | Reduced |
| Capital Investment Counsel, LLC | 2,564 | $1.67M | 0.23% | −149−5.5% | Reduced |
| InTrack Investment Management Inc | 2,566 | $1.67M | 0.95% | −562−18.0% | Reduced |
| Gibbs Wealth Management | 2,575 | $1.67M | 0.22% | +432+20.2% | Added |
| Wolff Wiese Magana LLC | 2,579 | $1.68M | 0.93% | −580−18.4% | Reduced |
| Investment Management Trust, LLC | 2,582 | $1.68M | 1.64% | +2,582 | New |
| Purkiss Capital Advisors LLC | 2,583 | $1.68M | 0.74% | −99−3.7% | Reduced |
| Tranquility Partners, LLC | 2,511 | $1.68M | 0.63% | +29+1.2% | Added |
| Bravias Capital Group, LLC | 2,587 | $1.68M | 1.10% | +5+0.2% | Added |
| Altus Wealth Management, LLC | 2,587 | $1.68M | 0.75% | −35−1.3% | Reduced |
| Medallion Wealth Advisors, LLC | 2,582 | $1.68M | 0.55% | −88−3.3% | Reduced |
| MA Private Wealth | 2,588 | $1.68M | 0.28% | +204+8.6% | Added |
| Trinity Legacy Partners, LLC | 2,428 | $1.69M | 0.37% | −62−2.5% | Reduced |
| Robinson Smith Wealth Advisors LLC | 2,594 | $1.69M | 1.14% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 2,596 | $1.69M | 0.50% | −33−1.3% | Reduced |
| Retirement Investment Advisors, Inc. | 2,477 | $1.69M | 0.14% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 2,600 | $1.69M | 0.86% | −25−1.0% | Reduced |
| Meridian Financial, LLC | 2,602 | $1.69M | 0.92% | −231−8.2% | Reduced |
| Insight Wealth Partners, LLC | 2,605 | $1.69M | 0.68% | −129−4.7% | Reduced |