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 |
|---|---|---|---|---|---|
| SVRN Asset Management, LLC | 455 | $296.2K | 0.29% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 456 | $296.6K | 0.08% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 456 | $296.6K | 0.05% | 00.0% | Unchanged |
| Flywheel Private Wealth LLC | 457 | $297.2K | 0.17% | +40+9.6% | Added |
| Integrated Capital Management, LLC | 458 | $298.0K | 0.13% | −162−26.1% | Reduced |
| Winter & Associates, Inc. | 454 | $299.2K | 0.26% | −13−2.8% | Reduced |
| Advisory Resource Group | 460 | $299.2K | 0.05% | +86+23.0% | Added |
| Jackson Thornton Asset Management, LLC | 441 | $299.6K | 0.03% | +1+0.2% | Added |
| Gaddis Premier Wealth Advisors LLC | 461 | $300.0K | 0.22% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 463 | $301.3K | 0.06% | +71+18.1% | Added |
| Elk River Wealth Management, LLC | 462 | $301.4K | 0.05% | −48−9.4% | Reduced |
| Moulton Wealth Management, Inc | 461 | $301.5K | 0.21% | +1+0.2% | Added |
| M Wealth Management, LLC | 464 | $302.0K | 0.25% | −29−5.9% | Reduced |
| Compass Advisory Group LLC | 464 | $302.2K | 0.08% | +464 | New |
| Clear Investment Research, LLC | 465 | $302.4K | 0.47% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 444 | $302.8K | 0.18% | 00.0% | Unchanged |
| Mechanics Financial Corp | 466 | $303.1K | 0.13% | −55−10.6% | Reduced |
| FIDELIS iM, LLC | 467 | $303.5K | 0.11% | +2+0.4% | Added |
| Probity Advisors, Inc. | 468 | $304.4K | 0.05% | −109−18.9% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 470 | $305.5K | 0.06% | −14−2.9% | Reduced |
| Peloton Wealth Strategists | 470 | $306.0K | 0.12% | +1+0.2% | Added |
| J.E. Simmons & Co., P.C. | 471 | $306.3K | 0.20% | 00.0% | Unchanged |
| Bucket List Wealth Management, LLC | 472 | $307.0K | 0.18% | 00.0% | Unchanged |
| Cogent Private Wealth, Inc. | 473 | $307.6K | 0.22% | 00.0% | Unchanged |
| Carlson Financial, Inc. | 474 | $308.0K | 0.18% | −13−2.7% | Reduced |
| Higgins & Schmidt Wealth Strategies LLC | 474 | $308.3K | 0.14% | −88−15.7% | Reduced |
| Sarver Vrooman Wealth Advisors | 474 | $308.3K | 0.19% | 00.0% | Unchanged |
| Lauterbach Financial Advisors, LLC | 475 | $308.8K | 0.15% | 00.0% | Unchanged |
| Provident Co of the Employees of the Hebrew University LTD | 474 | $308.9K | 0.49% | 00.0% | Unchanged |
| Reliant Investment Partners, LLC | 476 | $309.6K | 0.26% | 00.0% | Unchanged |
| TradeWell Securities, LLC. | 476 | $309.7K | 0.13% | +1+0.2% | Added |
| Gray Private Wealth, LLC | 478 | $310.7K | 0.16% | 00.0% | Unchanged |
| Quantum Financial Planning Services, Inc. | 478 | $310.8K | 0.11% | +35+7.9% | Added |
| Blackhill Capital Inc | 478 | $310.9K | 0.02% | 00.0% | Unchanged |
| tru Independence LLC | 478 | $310.9K | 0.15% | −12−2.4% | Reduced |
| Portfolio Strategies, Inc. | 478 | $310.9K | 0.04% | +20+4.4% | Added |
| Mainstay Capital Management LLC | 479 | $311.5K | 0.02% | −636−57.0% | Reduced |
| ATX Financial Planning, LLC | 479 | $311.5K | 0.24% | −65−11.9% | Reduced |
| Dougherty & Associates, LLC | 480 | $312.2K | 0.29% | 00.0% | Unchanged |
| WMS Group LLC | 480 | $312.2K | 0.45% | +20+4.3% | Added |
| Andina Capital Management, LLC | 480 | $312.2K | 0.28% | −253−34.5% | Reduced |
| Northwest Wealth Advisors, LLC | 481 | $312.7K | 0.22% | +1+0.2% | Added |
| McRae Capital Management Inc | 481 | $312.8K | 0.06% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 481 | $312.9K | 0.09% | −12−2.4% | Reduced |
| Rubicon Advisors, GP | 481 | $313.0K | 0.27% | +1+0.2% | Added |
| Gerald Baker Financial Group LLC | 482 | $313.5K | 0.10% | +482 | New |
| Wrenne Financial Planning LLC | 482 | $313.6K | 0.12% | +20+4.3% | Added |
| Continuum Wealth Advisors, LLC | 486 | $316.1K | 0.13% | −8−1.6% | Reduced |
| Magnolia Wealth Management, LLC | 488 | $317.4K | 0.18% | −25−4.9% | Reduced |
| LM Advisors LLC | 52,231 | $317.7K | 6.42% | +2,420+4.9% | Added |
| Richardson Capital Management LLC | 489 | $317.9K | 0.15% | −29−5.6% | Reduced |
| Fiduciary Advisors, Inc. | 492 | $320.2K | 0.24% | +1+0.2% | Added |
| Ascent Advisors, LLC | 493 | $320.6K | 0.60% | +493 | New |
| Fiscal Wisdom Wealth Management, LLC | 494 | $321.3K | 0.31% | −5−1.0% | Reduced |
| Bramshill Investments, LLC | 495 | $321.9K | 0.03% | −4,501−90.1% | Reduced |
| Post Resch Tallon Group Inc. | 492 | $322.3K | 0.26% | 00.0% | Unchanged |
| TFB Advisors LLC | 497 | $323.2K | 0.17% | −942−65.5% | Reduced |
| Newport Capital Group, LLC | 497 | $324.1K | 0.20% | +72+16.9% | Added |
| Sound Stewardship, LLC | 499 | $324.5K | 0.15% | −5−1.0% | Reduced |
| Ping Capital Management, Inc. | 500 | $325.2K | 0.13% | −800−61.5% | Reduced |
| Delaney Dennis R | 500 | $325.2K | 0.12% | −30−5.7% | Reduced |
| Capstone Wealth Management Group, LLC | 501 | $325.6K | 0.14% | −1,905−79.2% | Reduced |
| Southern Capital Advisors, LLC | 502 | $326.4K | 0.15% | +18+3.7% | Added |
| VERITY Wealth Advisors | 503 | $327.1K | 0.22% | +503 | New |
| Edgemoor Investment Advisors, Inc. | 503 | $327.6K | 0.03% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 504 | $327.8K | 0.07% | +504 | New |
| JHP Wealth Management, LLC | 505 | $328.1K | 0.31% | +2+0.4% | Added |
| Phillips Wealth Planners LLC | 444 | $328.2K | 0.25% | −4,570−91.1% | Reduced |
| Koa Wealth Management, LLC | 505 | $328.5K | 0.24% | −78−13.4% | Reduced |
| Riversedge Advisors, LLC | 506 | $328.9K | 0.05% | +71+16.3% | Added |
| Elevated Capital Advisors, LLC | 506 | $329.1K | 0.08% | −48−8.7% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 507 | $329.7K | 0.23% | +28+5.8% | Added |
| Invesco, LLC | 507 | $329.7K | 0.12% | +103+25.5% | Added |
| Tme Financial, Inc. | 508 | $330.1K | 0.23% | −42−7.6% | Reduced |
| Pachira Investments Inc. | 509 | $331.3K | 0.15% | −4−0.8% | Reduced |
| Alexander Labrunerie & Co., Inc. | 510 | $331.6K | 0.12% | +45+9.7% | Added |
| Corepath Wealth Partners LLC | 491 | $331.7K | 0.22% | +2+0.4% | Added |
| Platt Wealth Management LLC | 511 | $332.0K | 0.32% | 00.0% | Unchanged |
| Tamar Securities, LLC | 512 | $333.1K | 0.04% | −4−0.8% | Reduced |
| Cathy Pareto & Associates, Inc | 512 | $333.5K | 0.22% | +16+3.2% | Added |
| Hunter Associates Investment Management LLC | 512 | $334.0K | 0.04% | 00.0% | Unchanged |
| Petix & Botte Co | 257 | $334.3K | 0.07% | −257−50.0% | Reduced |
| Wisconsin Wealth Advisors, LLC | 515 | $334.6K | 0.33% | +10+2.0% | Added |
| Community Bank of Raymore | 515 | $334.9K | 0.22% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 515 | $335.0K | 0.12% | +515 | New |
| Legacy Wealth Managment, LLC | 517 | $335.9K | 0.17% | +169+48.6% | Added |
| ODonnell Financial Services, LLC | 517 | $336.2K | 0.12% | 00.0% | Unchanged |
| Legacy Financial Independent Advisors LLC | 518 | $336.9K | 0.18% | +518 | New |
| Tenon Financial LLC | 521 | $338.8K | 0.13% | +1+0.2% | Added |
| Trajan Wealth LLC | 522 | $339.3K | 0.01% | −94−15.3% | Reduced |
| Elm3 Financial Group, LLC | 523 | $339.8K | 0.29% | −40−7.1% | Reduced |
| Vantage Investment Partners, LLC | 524 | $340.8K | 0.02% | 00.0% | Unchanged |
| Foundry Financial LLC | 525 | $341.1K | 0.14% | −642−55.0% | Reduced |
| Financially in Tune, LLC | 525 | $341.4K | 0.29% | +13+2.5% | Added |
| Liberty Atlantic Advisors LLC | 525 | $341.7K | 0.29% | +189+56.3% | Added |
| Summit Portfolio Management, LTD. | 526 | $342.1K | 0.22% | +526 | New |
| Longview Financial Advisors LLC | 527 | $342.7K | 0.19% | 00.0% | Unchanged |
| Spectrum Planning & Advisory Services Inc. | 528 | $343.1K | 0.17% | +1+0.2% | Added |
| Hager Investment Management Services, LLC | 528 | $343.4K | 0.19% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 530 | $344.7K | 0.20% | 00.0% | Unchanged |