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 |
|---|---|---|---|---|---|
| FLP Wealth Management, LLC | 394 | $256.2K | 0.53% | −303−43.5% | Reduced |
| Blackston Financial Advisory Group, LLC | 394 | $256.2K | 0.16% | +27+7.4% | Added |
| Leading Edge Financial Planning LLC | 397 | $257.9K | 0.05% | +39+10.9% | Added |
| Jeter Robert S II | 350 | $258.0K | 0.26% | +350 | New |
| Town Capital LLC | 398 | $258.8K | 0.21% | 00.0% | Unchanged |
| DMKC Advisory Services, LLC | 398 | $259.0K | 0.11% | +1+0.3% | Added |
| Sterling Group Wealth Management, LLC | 399 | $259.5K | 0.12% | 00.0% | Unchanged |
| Adapt Wealth Advisors, LLC | 400 | $260.2K | 0.09% | −73−15.4% | Reduced |
| LongView Wealth Management | 377 | $262.0K | 0.07% | 00.0% | Unchanged |
| Avalon Advisory Group | 403 | $262.1K | 0.11% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 403 | $262.1K | 0.03% | 00.0% | Unchanged |
| Durante & Waters, LLC | 405 | $263.4K | 0.19% | 00.0% | Unchanged |
| DF Dent & Co Inc | 406 | $264.0K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 406 | $264.0K | 0.04% | 00.0% | Unchanged |
| Carroll Advisory Group, LLC | 406 | $264.0K | 0.10% | +9+2.3% | Added |
| Whitener Capital Management, Inc. | 408 | $265.3K | 0.06% | −100−19.7% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 408 | $265.6K | 0.13% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 409 | $266.0K | 0.09% | +6+1.5% | Added |
| Blue Water Asset Management | 410 | $266.4K | 0.09% | +16+4.1% | Added |
| LeClair Wealth Partners LLC | 410 | $266.4K | 0.09% | +410 | New |
| Godfrey Financial Associates, Inc. | 410 | $266.7K | 0.23% | −11−2.6% | Reduced |
| Prodigy Asset Management LLC | 411 | $267.3K | 0.09% | 00.0% | Unchanged |
| Madson Wealth Advisors Inc | 411 | $267.3K | 0.22% | +411 | New |
| 6th Street Advisors, LLC | 410 | $267.4K | 0.17% | +410 | New |
| PFS Partners, LLC | 412 | $267.7K | 0.12% | +80+24.1% | Added |
| Northwest Financial Advisors | 412 | $267.9K | 0.52% | +412 | New |
| Gleason Group, Inc. | 413 | $268.3K | 0.03% | +2+0.5% | Added |
| Mystic Asset Management, Inc. | 413 | $268.6K | 0.06% | 00.0% | Unchanged |
| Inman Jager Wealth Management, LLC | 414 | $269.2K | 0.16% | 00.0% | Unchanged |
| Coerente Capital Management | 415 | $269.9K | 0.05% | −100−19.4% | Reduced |
| Brady Martz Wealth Solutions, LLC | 416 | $270.3K | 0.05% | −4−1.0% | Reduced |
| Harbour Investment Management LLC | 416 | $271.3K | 0.15% | 00.0% | Unchanged |
| SWP Financial LLC | 418 | $271.8K | 0.14% | +418 | New |
| Trust Co of Kansas | 418 | $272.0K | 0.15% | 00.0% | Unchanged |
| Notis-McConarty Edward | 419 | $272.5K | 0.14% | +15+3.7% | Added |
| Kaufman Rossin Wealth, LLC | 419 | $272.5K | 0.16% | 00.0% | Unchanged |
| River's Edge Wealth Management, LLC | 382 | $272.7K | 0.26% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 420 | $273.1K | 0.21% | 00.0% | Unchanged |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 420 | $273.1K | 0.40% | +420 | New |
| Hendershot Investments Inc. | 420 | $273.2K | 0.04% | +25+6.3% | Added |
| Adaptive Financial Consulting, LLC | 421 | $273.9K | 0.10% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 420 | $273.9K | 0.10% | −597−58.7% | Reduced |
| Strong Tower Advisory Services | 422 | $274.4K | 0.05% | −116−21.6% | Reduced |
| Valued Retirements, Inc. | 423 | $275.0K | 0.27% | 00.0% | Unchanged |
| Forteris Wealth Management Inc. | 423 | $275.1K | 0.26% | −150−26.2% | Reduced |
| Clay Northam Wealth Management, LLC | 423 | $275.1K | 0.15% | −29−6.4% | Reduced |
| Biondo Investment Advisors, LLC | 423 | $275.1K | 0.04% | 00.0% | Unchanged |
| Western Reserve Capital Management, LLC | 423 | $275.1K | 0.23% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 423 | $275.4K | 0.08% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 424 | $275.7K | 0.12% | −12−2.8% | Reduced |
| Garrett Wealth Advisory Group, LLC | 424 | $275.7K | 0.05% | 00.0% | Unchanged |
| Oakmont Investment Advisors, Inc. | 424 | $275.9K | 0.25% | −10−2.3% | Reduced |
| Elevation Wealth Management LLC | 425 | $277.0K | 0.25% | −567−57.2% | Reduced |
| OLIO Financial Planning | 426 | $277.0K | 0.08% | 00.0% | Unchanged |
| MTM Financial Group, LLC | 427 | $277.7K | 0.13% | +89+26.3% | Added |
| William Allan, LLC | 427 | $277.8K | 0.16% | +1+0.2% | Added |
| Talisman Wealth Advisors LLC | 428 | $278.2K | 0.22% | +2+0.5% | Added |
| Axos Invest Inc. | 430 | $279.4K | 0.21% | −40−8.5% | Reduced |
| Signature Resources Capital Management, LLC | 430 | $279.6K | 0.13% | −230−34.8% | Reduced |
| Mullooly Asset Management, Inc. | 431 | $280.3K | 0.10% | −59−12.0% | Reduced |
| Melone Private Wealth, LLC | 431 | $280.4K | 0.11% | +1+0.2% | Added |
| ROSS\JOHNSON & Associates LLC | 432 | $280.9K | 5.06% | 00.0% | Unchanged |
| Lane Brothers & Co Inc | 433 | $281.5K | 0.21% | −22−4.8% | Reduced |
| Lederer & Associates Investment Counsel | 434 | $282.0K | 0.20% | +73+20.2% | Added |
| U S Wealth Group, LLC. | 12,700 | $282.1K | 0.19% | +12,700 | New |
| Client First Capital LLC | 435 | $282.6K | 0.12% | −23−5.0% | Reduced |
| Titan Wealth (CI) Ltd | 435 | $282.9K | 0.12% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 435 | $282.9K | 0.05% | −43−9.0% | Reduced |
| Whi Trust Co LLC | 435 | $282.9K | 0.21% | 00.0% | Unchanged |
| Lighthouse Financial LLC | 435 | $282.9K | 0.17% | +20+4.8% | Added |
| Diversify Advisory Services, LLC | 398 | $283.2K | 0.04% | −302,269−99.9% | Reduced |
| Harold Davidson & Associates Inc. | 436 | $283.6K | 0.14% | −38−8.0% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 437 | $284.5K | 0.14% | −43−9.0% | Reduced |
| Colton Groome Financial Advisors, LLC | 438 | $284.8K | 0.08% | −2−0.5% | Reduced |
| Whipplewood Advisors, LLC | 439 | $285.5K | 0.15% | +261+146.6% | Added |
| Sequent Planning LLC | 440 | $285.8K | 0.07% | −859−66.1% | Reduced |
| Thompson Davis & Co., Inc. | 440 | $286.1K | 0.19% | −64−12.7% | Reduced |
| Petra Financial Advisors Inc | 440 | $286.1K | 0.18% | −61−12.2% | Reduced |
| EnRich Financial Partners LLC | 440 | $286.2K | 0.08% | −48−9.8% | Reduced |
| Davidson Investment Advisors | 442 | $287.4K | 0.01% | −843−65.6% | Reduced |
| Fox Hill Wealth Management | 444 | $288.9K | 0.14% | +33+8.0% | Added |
| Palatine Hill Wealth Management, LLC | 445 | $289.5K | 0.25% | 00.0% | Unchanged |
| Skyline Advisors, Inc. | 445 | $289.6K | 0.10% | +1+0.2% | Added |
| Entelevest, LLC | 445 | $289.7K | 0.30% | +70+18.7% | Added |
| Joule Financial, LLC | 446 | $290.4K | 0.08% | +69+18.3% | Added |
| Belleair Asset Management, LLC | 447 | $290.7K | 0.27% | 00.0% | Unchanged |
| Van Diest Capital, LLC | 447 | $290.9K | 0.23% | −253−36.1% | Reduced |
| Mendel Capital Management LLC | 447 | $291.0K | 0.15% | +447 | New |
| DORVAL Corp | 448 | $291.0K | 0.09% | +2+0.4% | Added |
| Tanglewood Wealth Management, Inc. | 448 | $291.4K | 0.02% | −1,336−74.9% | Reduced |
| Golden Bell Financial Planning LLC | 448 | $291.4K | 0.23% | 00.0% | Unchanged |
| Beckerman Institutional, LLC | 448 | $291.4K | 0.15% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 450 | $292.7K | 0.12% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 449 | $292.8K | 0.01% | +449 | New |
| T3 Companies, LLC | 451 | $293.3K | 0.40% | −967−68.2% | Reduced |
| Coco Enterprises, LLC | 446 | $293.4K | 0.15% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 451 | $293.5K | 0.03% | −6−1.3% | Reduced |
| Red Mountain Financial, LLC | 452 | $293.9K | 0.28% | 00.0% | Unchanged |
| Friedenthal Financial | 454 | $295.3K | 0.15% | −1,653−78.5% | Reduced |
| Sunburst Financial Group, LLC | 454 | $295.4K | 0.06% | 00.0% | Unchanged |