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 |
|---|---|---|---|---|---|
| Decision Investments, Inc | 531 | $345.3K | 0.39% | +156+41.6% | Added |
| Kimelman & Baird, LLC | 532 | $346.0K | 0.03% | −25−4.5% | Reduced |
| Vickerman Investment Advisors, Inc. | 533 | $346.6K | 0.07% | −8−1.5% | Reduced |
| GDS Wealth Management | 235 | $348.8K | 0.02% | −130−35.6% | Reduced |
| PeakShares LLC | 538 | $349.9K | 0.32% | 00.0% | Unchanged |
| WealthCare Asset Management, LLC | 538 | $350.0K | 0.37% | −3,839−87.7% | Reduced |
| Tarbox Family Office, Inc. | 539 | $350.6K | 0.06% | 00.0% | Unchanged |
| Stillwater Capital Advisors, LLC | 540 | $351.0K | 0.04% | −39−6.7% | Reduced |
| Hilltop Wealth Advisors, LLC | 540 | $351.2K | 0.21% | 00.0% | Unchanged |
| Hill Island Financial LLC | 541 | $351.6K | 0.09% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 541 | $351.8K | 0.07% | −6−1.1% | Reduced |
| Seascape Capital Management | 543 | $353.0K | 0.10% | −199−26.8% | Reduced |
| Plus Group Wealth Advisors LLC | 544 | $353.8K | 0.39% | 00.0% | Unchanged |
| Clarity Retirement & Wealth, LLC | 544 | $353.8K | 0.29% | +176+47.8% | Added |
| Frankly Finances, LLC | 545 | $354.4K | 0.32% | 00.0% | Unchanged |
| Conrad Siegel Investment Advisors, Inc. | 545 | $354.4K | 0.06% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 545 | $354.5K | 0.24% | +107+24.4% | Added |
| Fulcrum Wealth Advisors, LLC | 546 | $355.1K | 0.29% | −234−30.0% | Reduced |
| Cardinal Capital Management | 545 | $355.5K | 0.05% | +3+0.6% | Added |
| Vista Finance, LLC | 548 | $356.5K | 0.28% | −290−34.6% | Reduced |
| Diligent Investors, LLC | 548 | $356.6K | 0.09% | −15−2.7% | Reduced |
| Yukon Wealth Management, Inc. | 549 | $356.7K | 0.21% | 00.0% | Unchanged |
| AF Advisors, Inc. | 550 | $357.7K | 0.20% | 00.0% | Unchanged |
| Viawealth, LLC | 550 | $357.9K | 0.20% | 00.0% | Unchanged |
| Vertrix Wealth Management, LLC | 552 | $358.9K | 0.13% | +552 | New |
| Cornerstone Investment Partners, LLC | 552 | $359.0K | 0.02% | −4,992−90.0% | Reduced |
| Bank of Stockton | 552 | $359.0K | 0.11% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 552 | $359.0K | 0.15% | −1,699−75.5% | Reduced |
| 4WEALTH Advisors, Inc. | 569 | $359.4K | 0.31% | +48+9.2% | Added |
| Lynch & Associates | 553 | $359.6K | 0.07% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 553 | $359.7K | 0.22% | +37+7.2% | Added |
| Ring Mountain Capital, LLC | 554 | $360.0K | 0.20% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 554 | $360.1K | 0.04% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 15,582,013 | $360.1K | 0.01% | +15,560,664+72,887.1% | Added |
| Fairway Wealth LLC | 556 | $361.6K | 0.10% | +556 | New |
| Aquire Wealth Advisors, LLC | 556 | $361.8K | 0.10% | +8+1.5% | Added |
| PSI Advisors, LLC | 558 | $362.9K | 0.09% | +40+7.7% | Added |
| KWB Wealth | 533 | $363.5K | 0.04% | 00.0% | Unchanged |
| CWC Advisors, LLC. | 559 | $363.5K | 0.17% | −677−54.8% | Reduced |
| Future Financial Wealth Managment LLC | 520 | $364.0K | 0.23% | 00.0% | Unchanged |
| Cassady Wealth & Retirement Planning, LLC | 508 | $365.1K | 0.19% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 563 | $366.1K | 0.35% | +75+15.4% | Added |
| Financial Strategies Group, Inc. | 513 | $366.9K | 0.06% | 00.0% | Unchanged |
| Wealth Management Strategies, Inc. | 567 | $369.0K | 0.17% | +1+0.2% | Added |
| Benson Investment Management Company, Inc. | 569 | $370.0K | 3.28% | −143−20.1% | Reduced |
| RBA Wealth Management, LLC | 571 | $371.3K | 0.13% | −4,936−89.6% | Reduced |
| First Citizens Financial Corp | 572 | $372.0K | 0.18% | +14+2.5% | Added |
| Somerville Kurt F | 572 | $372.0K | 0.10% | +36+6.7% | Added |
| Blume Capital Management, Inc. | 572 | $372.0K | 0.06% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 572 | $372.1K | 0.02% | −1,343−70.1% | Reduced |
| Oakmont Advisory Group, LLC | 572 | $372.3K | 0.38% | +4+0.7% | Added |
| GLOBALT Investments LLC | 575 | $373.9K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 575 | $373.9K | 0.15% | −783−57.7% | Reduced |
| Walker Financial Services, Inc. | 575 | $374.1K | 0.13% | −2−0.3% | Reduced |
| Presidio Capital Management, LLC | 577 | $375.0K | 0.11% | −14−2.4% | Reduced |
| Field & Main Bank | 577 | $375.2K | 0.11% | −56−8.8% | Reduced |
| Palacios Wealth Management, LLC | 523 | $375.9K | 0.24% | +523 | New |
| Harfst & Associates, Inc. | 578 | $375.9K | 0.07% | −10−1.7% | Reduced |
| Astoria Strategic Wealth, Inc. | 578 | $375.9K | 0.10% | 00.0% | Unchanged |
| Gentry Private Wealth, LLC | 578 | $376.0K | 0.23% | 00.0% | Unchanged |
| MGO Private Wealth, LLC | 579 | $376.7K | 2.05% | −8,990−93.9% | Reduced |
| Lineweaver Wealth Advisors, LLC | 580 | $377.2K | 0.05% | −300−34.1% | Reduced |
| Penn Davis McFarland Inc | 583 | $379.2K | 0.04% | −273−31.9% | Reduced |
| Interactive Financial Advisors | 585 | $380.8K | 0.25% | −39−6.3% | Reduced |
| Gilbert Capital Group, Inc. | 587 | $381.8K | 0.29% | −88−13.0% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 587 | $381.8K | 0.11% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 587 | $381.9K | 0.33% | +587 | New |
| Boomfish Wealth Group, LLC | 588 | $382.4K | 0.20% | −2−0.3% | Reduced |
| Vectors Research Management, LLC | 588 | $382.4K | 0.11% | 00.0% | Unchanged |
| Riverchase Wealth Management, LLC | 588 | $382.5K | 0.20% | +588 | New |
| Francis Financial, Inc. | 589 | $383.1K | 0.07% | −62−9.5% | Reduced |
| Vista Private Wealth Partners. LLC | 520 | $383.5K | 0.13% | +520 | New |
| Smith Partners Wealth Management, LLC | 590 | $383.7K | 0.34% | −6−1.0% | Reduced |
| Spurstone Advisory Services, LLC | 591 | $384.4K | 6.58% | +6+1.0% | Added |
| Park Capital Management, LLC | 592 | $385.0K | 0.37% | −10,648−94.7% | Reduced |
| Schiavi & Co LLC | 593 | $385.7K | 0.11% | 00.0% | Unchanged |
| Pacific Point Advisors, LLC | 594 | $386.3K | 0.20% | +594 | New |
| Strengthening Families & Communities, LLC | 595 | $386.7K | 0.10% | +1+0.2% | Added |
| Shepherd Kaplan Krochuk, LLC | 597 | $388.6K | 0.33% | +1+0.2% | Added |
| Walled Lake Planning & Wealth Management, LLC | 598 | $388.9K | 0.11% | +1+0.2% | Added |
| Advus Financial Partners, LLC | 598 | $389.0K | 0.10% | −54−8.3% | Reduced |
| Sara-Bay Financial | 598 | $389.2K | 0.12% | +91+17.9% | Added |
| Redstone Wealth Management, LLC | 599 | $389.6K | 0.31% | +14+2.4% | Added |
| BlueStem Wealth Partners, LLC | 599 | $389.8K | 0.04% | −144−19.4% | Reduced |
| Morton Community Bank | 600 | $390.2K | 0.08% | −125−17.2% | Reduced |
| Jennison Associates LLC | 600 | $390.2K | 0.00% | +600 | New |
| Certior Financial Group, LLC | 600 | $390.3K | 0.25% | −165−21.6% | Reduced |
| Weybosset Research & Management LLC | 603 | $392.2K | 0.11% | +115+23.6% | Added |
| Dash Acquisitions Inc. | 554 | $392.6K | 0.08% | +23+4.3% | Added |
| Rinkey Investments | 605 | $393.5K | 0.10% | +4+0.7% | Added |
| Advisory Research Inc | 606 | $394.1K | 0.05% | −1,192−66.3% | Reduced |
| Cascade Investment Advisors, Inc. | 606 | $394.3K | 0.23% | −16−2.6% | Reduced |
| RF&L Wealth Management, LLC | 607 | $394.8K | 0.30% | 00.0% | Unchanged |
| St. Clair Advisors, LLC | 607 | $394.8K | 0.11% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 608 | $395.4K | 0.12% | −34−5.3% | Reduced |
| Sweeney & Michel, LLC | 576 | $395.5K | 0.12% | +15+2.7% | Added |
| Strategic Financial Partners, Ltd. | 611 | $397.4K | 0.17% | 00.0% | Unchanged |
| Strategent Financial, LLC | 617 | $401.3K | 0.27% | 00.0% | Unchanged |
| Downshift Financial, LLC | 566 | $401.5K | 0.21% | +90+18.9% | Added |
| Dudley Capital Management, LLC | 618 | $401.8K | 0.18% | 00.0% | Unchanged |