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; 4,668 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| North Ridge Wealth Advisors, Inc. | 180 | $117.1K | 0.07% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 180 | $117.2K | 0.04% | −87−32.6% | Reduced |
| IMG Wealth Management, Inc. | 181 | $117.7K | 0.08% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 182 | $118.0K | 0.00% | +2+1.1% | Added |
| Covestor Ltd | 185 | $121.0K | 0.08% | +103+125.6% | Added |
| GGM Financials LLC | 188 | $122.0K | 0.06% | +1+0.5% | Added |
| Mountain Hill Investment Partners Corp. | 190 | $123.4K | 0.07% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 190 | $123.6K | 0.07% | −13,737−98.6% | Reduced |
| Kentucky Trust Co | 192 | $124.9K | 0.07% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 192 | $125.9K | 0.17% | −15−7.2% | Reduced |
| Rosenberg Matthew Hamilton | 195 | $126.8K | 0.03% | 00.0% | Unchanged |
| Team Financial Group, LLC | 196 | $127.5K | 0.06% | 00.0% | Unchanged |
| Quarry LP | 196 | $127.5K | 0.03% | +196 | New |
| Horizon Financial Services, LLC | 198 | $128.5K | 0.06% | +146+280.8% | Added |
| Prudent Man Investment Management, Inc. | 189 | $128.8K | 0.04% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 200 | $130.3K | 0.07% | −25−11.1% | Reduced |
| Cedar Mountain Advisors, LLC | 203 | $131.8K | 0.03% | −352−63.4% | Reduced |
| SIMA Wealth Partners, LLC | 203 | $132.0K | 0.10% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 204 | $132.7K | 0.12% | +204 | New |
| Smallwood Wealth Investment Management, LLC | 205 | $133.3K | 0.07% | +4+2.0% | Added |
| Eukles Asset Management | 209 | $135.9K | 0.06% | +58+38.4% | Added |
| Lloyd Advisory Services, LLC. | 209 | $136.1K | 0.04% | −2,149−91.1% | Reduced |
| Kingdom Financial Group LLC. | 209 | $136.1K | 0.04% | +31+17.4% | Added |
| Standard Family Office LLC | 210 | $136.6K | 0.14% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 213 | $138.9K | 0.03% | −112−34.5% | Reduced |
| Horrell Capital Management, Inc. | 219 | $142.4K | 0.06% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 220 | $143.1K | 0.13% | +60+37.5% | Added |
| FWL Investment Management, LLC | 220 | $143.1K | 0.03% | −17−7.2% | Reduced |
| Contravisory Investment Management, Inc. | 222 | $144.5K | 0.03% | −17−7.1% | Reduced |
| Clayton Financial Group LLC | 224 | $145.7K | 0.07% | −8−3.4% | Reduced |
| Abound Financial, LLC | 225 | $146.3K | 0.06% | 00.0% | Unchanged |
| BNP Paribas | 235 | $149.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 231 | $150.2K | 0.06% | −20−8.0% | Reduced |
| Financial Network Wealth Advisors LLC | 231 | $150.2K | 0.15% | +4+1.8% | Added |
| Tsai Capital Corp | 235 | $152.8K | 0.11% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 237 | $154.1K | 0.12% | −140−37.1% | Reduced |
| William B. Walkup & Associates, Inc. | 280 | $156.6K | 0.09% | −485−63.4% | Reduced |
| Tradewinds Capital Management, LLC | 241 | $156.8K | 0.03% | −219−47.6% | Reduced |
| Aventus Investment Advisors, Inc. | 242 | $157.4K | 0.13% | 00.0% | Unchanged |
| Dorato Capital Management | 236 | $159.5K | 0.12% | 00.0% | Unchanged |
| Clark Wealth Partners | 249 | $162.1K | 0.11% | +1+0.4% | Added |
| Goodman Advisory Group, LLC | 254 | $165.2K | 0.04% | −48−15.9% | Reduced |
| Luminist Capital LLC | 258 | $167.8K | 0.22% | +175+210.8% | Added |
| Bullseye Investment Management, LLC | 260 | $169.1K | 0.09% | 00.0% | Unchanged |
| My Portfolio Guide, LLC | 263 | $171.2K | 0.09% | +263 | New |
| Copia Wealth Management | 265 | $172.3K | 0.12% | +156+143.1% | Added |
| Protective Life Corp | 277 | $180.1K | 0.60% | +277 | New |
| NorthAvenue LLC | 277 | $180.3K | 0.14% | +21+8.2% | Added |
| Sankala Group LLC | 283 | $181.4K | 0.15% | −91−24.3% | Reduced |
| Cambridge Financial Group, Inc. | 280 | $182.1K | 0.07% | −3,785−93.1% | Reduced |
| Citizens National Bank Trust Department | 293 | $190.6K | 0.03% | +115+64.6% | Added |
| Scarborough Advisors, LLC | 301 | $195.6K | 0.02% | +18+6.4% | Added |
| Chelsea Counsel Co | 305 | $198.9K | 0.09% | 00.0% | Unchanged |
| Financial Freedom, LLC | 306 | $199.3K | 0.10% | 00.0% | Unchanged |
| Next Level Wealth Planning, LLC | 309 | $201.0K | 0.10% | +309 | New |
| ETF Store, Inc. | 311 | $202.0K | 0.20% | +1+0.3% | Added |
| KilterHowling LLC | 311 | $202.3K | 0.10% | +311 | New |
| Financial Symmetry Inc | 283 | $203.4K | 0.07% | +283 | New |
| Whelan Financial | 313 | $203.8K | 0.06% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 314 | $204.2K | 0.20% | 00.0% | Unchanged |
| Owen LaRue, LLC | 314 | $204.3K | 0.08% | 00.0% | Unchanged |
| Plan Group Financial, LLC | 314 | $204.3K | 0.05% | 00.0% | Unchanged |
| Franklin, Parlapiano, Turner & Welch, LLC | 289 | $204.7K | 0.05% | +289 | New |
| Teachers Insurance & Annuity Association of America | 315 | $204.9K | 0.26% | −28−8.2% | Reduced |
| GLR Partners, LLC | 315 | $204.9K | 0.11% | +315 | New |
| Morgan Dempsey Capital Management LLC | 314 | $204.9K | 0.09% | +6+1.9% | Added |
| Meridian Financial Partners LLC | 311 | $205.0K | 0.08% | +311 | New |
| Compass Wealth Management, LLC | 315 | $205.4K | 0.09% | 00.0% | Unchanged |
| Cornerstone Select Advisors, LLC | 316 | $205.8K | 0.13% | +6+1.9% | Added |
| Provident Wealth Management, LLC | 317 | $206.2K | 0.06% | 00.0% | Unchanged |
| RCW Management, LLC | 317 | $206.2K | 0.21% | 00.0% | Unchanged |
| SJA Financial Advisory, LLC | 317 | $206.3K | 0.14% | −15−4.5% | Reduced |
| Tectonic Advisors LLC | 317 | $206.5K | 0.01% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 1,500 | $206.6K | 0.01% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 317 | $206.7K | 0.10% | −15−4.5% | Reduced |
| Oakwell Private Wealth Management, LLC | 318 | $207.1K | 0.04% | −7−2.2% | Reduced |
| Miramontes Capital, LLC | 318 | $207.1K | 0.07% | +8+2.6% | Added |
| Kraematon Investment Advisors, Inc | 319 | $207.3K | 0.17% | 00.0% | Unchanged |
| one8zero8, LLC | 319 | $207.5K | 0.05% | −6−1.8% | Reduced |
| Blalock Williams, LLC | 319 | $207.5K | 0.16% | +319 | New |
| Oak Family Advisors, LLC | 320 | $208.1K | 0.06% | −3−0.9% | Reduced |
| Conquis Financial LLC | 294 | $208.3K | 0.17% | 00.0% | Unchanged |
| Elser Financial Planning, Inc | 6,941 | $208.7K | 0.01% | +6,941 | New |
| RMG Wealth Management LLC | 283 | $209.2K | 0.02% | −21−6.9% | Reduced |
| Drake & Associates, LLC | 322 | $209.4K | 0.04% | −26−7.5% | Reduced |
| Panoramic Investment Advisors, LLC | 322 | $209.4K | 0.11% | −2−0.6% | Reduced |
| Sterling Wealth Management, Inc. | 322 | $209.4K | 0.06% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 321 | $210.0K | 0.17% | +5+1.6% | Added |
| TSA Wealth Managment LLC | 323 | $210.1K | 0.07% | 00.0% | Unchanged |
| Sound Portfolio Advisors, LLC | 323 | $210.1K | 0.17% | +323 | New |
| RCS Financial Planning, LLC | 323 | $210.6K | 0.11% | +323 | New |
| Greatmark Investment Partners, Inc. | 324 | $210.7K | 0.02% | +324 | New |
| Brookmont Capital Management | 325 | $211.4K | 0.12% | 00.0% | Unchanged |
| Fortress Financial Solutions, LLC | 325 | $211.5K | 0.22% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 326 | $211.8K | 0.08% | −260−44.4% | Reduced |
| Claris Advisors, LLC | 328 | $213.3K | 0.06% | 00.0% | Unchanged |
| Purewater Capital LLC | 328 | $213.3K | 0.20% | +328 | New |
| Wilkins Miller Wealth Management, LLC | 332 | $215.7K | 0.13% | −35−9.5% | Reduced |
| Lifelong Wealth Advisors, Inc. | 332 | $215.9K | 0.06% | −320−49.1% | Reduced |
| WealthTrak Capital Management LLC | 332 | $215.9K | 0.15% | 00.0% | Unchanged |