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 |
|---|---|---|---|---|---|
| Envision Financial Transparency, LLC | 334 | $217.0K | 0.21% | +334 | New |
| Drum Hill Capital, LLC | 334 | $217.2K | 0.20% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 334 | $217.2K | 0.05% | +2+0.6% | Added |
| First National Bank & Trust Co of Newtown | 335 | $217.9K | 0.05% | 00.0% | Unchanged |
| Illumine Investment Management, LLC | 335 | $217.9K | 0.17% | +5+1.5% | Added |
| Ogorek Anthony Joseph | 335 | $218.0K | 0.06% | +1+0.3% | Added |
| Applied Capital LLC | 336 | $218.6K | 0.08% | −14−4.0% | Reduced |
| Ocean Capital Management, LLC | 337 | $218.9K | 0.04% | +337 | New |
| Outfitter Financial LLC | 337 | $219.2K | 0.17% | +15+4.7% | Added |
| Spectrum Financial Alliance Ltd LLC | 337 | $219.3K | 0.04% | 00.0% | Unchanged |
| Flagstone Financial Management | 337 | $219.5K | 0.05% | 00.0% | Unchanged |
| Broadhurst Jeffrey B | 339 | $220.5K | 0.23% | 00.0% | Unchanged |
| Centerpoint Advisory Group | 339 | $220.5K | 0.17% | −37−9.8% | Reduced |
| ERTS Wealth Advisors, LLC | 340 | $220.9K | 0.07% | +1+0.3% | Added |
| HFG Advisors, Inc. | 340 | $221.1K | 0.16% | +37+12.2% | Added |
| Pandowealth. LLC | 341 | $221.5K | 0.19% | −73−17.6% | Reduced |
| Stockman Wealth Management, Inc. | 341 | $221.8K | 0.02% | −46−11.9% | Reduced |
| Guilbault Capital LLC | 341 | $221.8K | 0.24% | +14+4.3% | Added |
| Wayfinding Financial, LLC | 341 | $222.0K | 0.10% | 00.0% | Unchanged |
| BKA Wealth Consulting, Inc. | 343 | $223.1K | 0.17% | +1+0.3% | Added |
| Phocas Financial Corp. | 345 | $224.4K | 0.04% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 347 | $225.7K | 0.07% | 00.0% | Unchanged |
| Alapocas Investment Partners, Inc. | 348 | $226.3K | 0.17% | +348 | New |
| Boyer Financial Services, Inc. | 350 | $227.6K | 0.24% | −4−1.1% | Reduced |
| Seven Springs Wealth Group, LLC | 350 | $227.6K | 0.05% | 00.0% | Unchanged |
| FMB Wealth Management | 351 | $228.3K | 0.09% | −3,819−91.6% | Reduced |
| Principia Wealth Advisory, LLC | 351 | $228.3K | 0.13% | +1+0.3% | Added |
| Ipswich Investment Management Co., Inc. | 352 | $228.9K | 0.05% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 352 | $228.9K | 0.11% | 00.0% | Unchanged |
| Sprott Inc. | 352 | $229.2K | 0.01% | 00.0% | Unchanged |
| ProCore Advisors, LLC | 354 | $230.2K | 0.35% | −43−10.8% | Reduced |
| TrustWell Financial Advisors, LLC | 354 | $230.2K | 0.22% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 354 | $230.3K | 0.18% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 355 | $230.9K | 0.67% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 357 | $232.0K | 0.08% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 357 | $232.4K | 0.06% | −16−4.3% | Reduced |
| Satovsky Asset Management LLC | 358 | $232.5K | 0.04% | +358 | New |
| Fusion Capital, LLC | 359 | $233.6K | 0.06% | 00.0% | Unchanged |
| SBI Okasan Asset Management Co.Ltd. | 370 | $233.8K | 0.01% | +370 | New |
| January Capital Advisors LLC | 359 | $234.0K | 0.32% | +359 | New |
| VGI Partners Ltd | 360 | $234.1K | 0.01% | +360 | New |
| JP Wealth Management, Inc. | 361 | $234.8K | 0.16% | 00.0% | Unchanged |
| Buska Wealth Management, LLC | 361 | $234.9K | 0.09% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 361 | $235.0K | 0.05% | 00.0% | Unchanged |
| Evergreen Wealth Partners LLC | 361 | $235.1K | 0.18% | 00.0% | Unchanged |
| PMG Wealth Management, Inc. | 362 | $235.4K | 0.17% | −30−7.7% | Reduced |
| Gibraltar Capital Management, Inc. | 363 | $235.8K | 0.04% | −63−14.8% | Reduced |
| Avion Wealth | 364 | $236.0K | 0.05% | +2+0.6% | Added |
| Schmidt P J Investment Management Inc | 363 | $236.1K | 0.04% | −62−14.6% | Reduced |
| Coston, McIsaac & Partners | 364 | $237.0K | 0.05% | −51−12.3% | Reduced |
| IFS Group,LLC | 365 | $237.1K | 0.21% | +365 | New |
| Signature Wealth Management Group | 365 | $237.4K | 0.09% | 00.0% | Unchanged |
| Beto Financial Group, LLC | 325 | $237.8K | 0.14% | −15−4.4% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 366 | $238.0K | 0.11% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 367 | $238.7K | 0.01% | −561−60.5% | Reduced |
| BAM Wealth Management, LLC | 369 | $239.7K | 0.18% | +27+7.9% | Added |
| OxenFree Capital LLC | 343 | $240.1K | 0.12% | −29−7.8% | Reduced |
| Arvest Investments, Inc. | 370 | $240.6K | 0.03% | −706−65.6% | Reduced |
| Capstone Capital Wealth Advisors | 370 | $240.6K | 0.15% | +370 | New |
| Stonebridge Financial Group, LLC | 372 | $241.7K | 0.20% | +2+0.5% | Added |
| Alpha Advisors, LLC | 372 | $241.9K | 0.19% | 00.0% | Unchanged |
| Capital Square, LLC | 339 | $242.5K | 0.11% | −126−27.1% | Reduced |
| Keener Financial Planning LLC | 374 | $243.0K | 0.10% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 374 | $243.2K | 0.17% | −1,058−73.9% | Reduced |
| Cornerstone National Bank & Trust Co | 372 | $243.7K | 0.09% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 376 | $244.3K | 0.10% | −101−21.2% | Reduced |
| Harbor Asset Planning, Inc. | 376 | $244.9K | 0.21% | −28−6.9% | Reduced |
| Benchmark Investment Advisors LLC | 377 | $245.1K | 0.14% | +377 | New |
| Inlet Private Wealth, LLC | 377 | $245.2K | 0.06% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 377 | $245.2K | 0.13% | −60−13.7% | Reduced |
| Keystone Financial Services, LLC | 377 | $245.4K | 0.17% | −197−34.3% | Reduced |
| Synergy Financial Group, LTD | 378 | $245.5K | 0.18% | +1+0.3% | Added |
| Summit Wealth Group, LLC | 378 | $245.8K | 0.06% | 00.0% | Unchanged |
| Meadowbrook Advisors Group, LLC | 379 | $246.5K | 0.15% | −208−35.4% | Reduced |
| BetterWealth, LLC | 381 | $247.8K | 0.05% | −44−10.4% | Reduced |
| Disciplined Equity Management, Inc. | 382 | $248.4K | 0.12% | −150−28.2% | Reduced |
| Peak Financial Management, Inc. | 382 | $248.6K | 0.06% | −27−6.6% | Reduced |
| WBI Investments | 383 | $248.8K | 0.07% | +29+8.2% | Added |
| Millington Securities, LLC | 383 | $248.8K | 0.07% | +383 | New |
| Biltmore Wealth Management, LLC | 383 | $249.1K | 0.09% | +8+2.1% | Added |
| Walsh & Associates, LLC | 383 | $249.1K | 0.25% | −6−1.5% | Reduced |
| First Bank & Trust | 384 | $249.7K | 0.04% | −18−4.5% | Reduced |
| Dutch Asset Corp | 384 | $249.7K | 0.17% | 00.0% | Unchanged |
| RiverTree Advisors, LLC | 384 | $249.7K | 0.16% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 385 | $250.7K | 0.04% | −31−7.5% | Reduced |
| Columbus Macro, LLC | 386 | $251.1K | 0.03% | +1+0.3% | Added |
| Investment Counsel Co of Nevada | 386 | $251.2K | 0.57% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 388 | $252.3K | 0.15% | −296−43.3% | Reduced |
| GK Wealth Management LLC | 399 | $252.4K | 0.22% | −1,616−80.2% | Reduced |
| DWR Wealth Management, LLC | 399 | $252.4K | 0.22% | +1+0.3% | Added |
| Hilton Head Capital Partners, LLC | 388 | $252.4K | 0.14% | 00.0% | Unchanged |
| Beck Bode, LLC | 388 | $252.6K | 0.04% | −3,942−91.0% | Reduced |
| Readystate Asset Management LP | 389 | $253.0K | 0.01% | −3,123−88.9% | Reduced |
| Dravo Bay LLC | 389 | $253.0K | 0.10% | 00.0% | Unchanged |
| Clifford Group, LLC | 389 | $253.0K | 0.19% | +6+1.6% | Added |
| Pecaut & Co. | 389 | $253.2K | 0.08% | −1−0.3% | Reduced |
| James Hambro & Partners | 390 | $253.6K | 0.01% | −650−62.5% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 390 | $253.6K | 0.09% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 392 | $254.9K | 0.09% | 00.0% | Unchanged |
| Sykon Capital LLC | 393 | $255.6K | 0.09% | +2+0.5% | Added |