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 |
|---|---|---|---|---|---|
| Acute Investment Advisory, LLC | 620 | $403.2K | 4.53% | −32−4.9% | Reduced |
| Jim Saulnier & Associates, LLC | 624 | $405.7K | 0.20% | −16−2.5% | Reduced |
| Vigil Wealth Management, LLC | 624 | $405.8K | 0.33% | +318+103.9% | Added |
| WPG Advisers, LLC | 625 | $406.5K | 0.30% | +21+3.5% | Added |
| Zinnia Wealth Advisory, LLC | 626 | $407.1K | 0.46% | +114+22.3% | Added |
| Raine Capital LLC | 626 | $407.1K | 2.88% | +106+20.4% | Added |
| Robinswood Financial LLC | 626 | $407.1K | 0.13% | +2+0.3% | Added |
| Planning Directions Inc | 626 | $407.3K | 0.21% | −36−5.4% | Reduced |
| Meridian Wealth Partners, LLC | 626 | $407.3K | 0.06% | +20+3.3% | Added |
| Herold Advisors, Inc. | 629 | $409.2K | 0.09% | +33+5.5% | Added |
| New England Professional Planning Group Inc. | 631 | $410.4K | 0.17% | 00.0% | Unchanged |
| Brio Consultants, LLC | 567 | $410.4K | 0.05% | +18+3.3% | Added |
| Norris Perne & French LLP | 633 | $411.4K | 0.02% | +19+3.1% | Added |
| Forum Private Client Group LLC | 634 | $412.2K | 0.14% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 634 | $412.6K | 0.12% | 00.0% | Unchanged |
| Capital Squared Financial LLC | 635 | $413.0K | 0.32% | −25−3.8% | Reduced |
| Graham Capital Wealth Management, LLC | 636 | $413.5K | 0.37% | −2−0.3% | Reduced |
| Capital Advisor Network LLC | 636 | $413.6K | 0.58% | +636 | New |
| Redmond Asset Management, LLC | 637 | $414.3K | 0.11% | +23+3.7% | Added |
| Nomura Asset Management Co Ltd | 637 | $414.3K | 0.00% | 00.0% | Unchanged |
| Merrithew & Thorsten Inc | 640 | $416.0K | 0.39% | +1+0.2% | Added |
| Capital Advisory Group Advisory Services, LLC | 640 | $416.2K | 18.49% | −42,465−98.5% | Reduced |
| Scissortail Wealth Management, LLC | 643 | $418.2K | 0.08% | +6+0.9% | Added |
| Fairfield, Bush & Co. | 643 | $418.2K | 0.23% | +643 | New |
| Troutman Wealth Management, LLC | 644 | $418.8K | 0.35% | +2+0.3% | Added |
| Pacifica Partners Inc. | 645 | $419.5K | 0.14% | −4−0.6% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 645 | $419.5K | 0.23% | 00.0% | Unchanged |
| Templeton & Phillips Capital Management, LLC | 645 | $419.5K | 0.34% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 645 | $419.5K | 0.43% | +20+3.2% | Added |
| Davidson Capital Management Inc. | 645 | $419.5K | 0.08% | 00.0% | Unchanged |
| Balanced Wealth Group LLC | 646 | $420.4K | 0.15% | −32−4.7% | Reduced |
| DAGCO, Inc. | 647 | $420.8K | 0.09% | +185+40.0% | Added |
| Crane Advisory, LLC | 600 | $421.0K | 0.06% | 00.0% | Unchanged |
| Thayer Partners, LLC | 650 | $423.0K | 0.20% | −261−28.6% | Reduced |
| Rakuten Securities, Inc. | 651 | $423.4K | 0.18% | −135−17.2% | Reduced |
| Greenwood Capital Associates LLC | 652 | $424.0K | 0.05% | +50+8.3% | Added |
| Brick & Kyle, Associates | 653 | $424.7K | 0.14% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 600 | $425.6K | 0.53% | −603−50.1% | Reduced |
| Gallagher Capital Advisors, LLC | 655 | $425.8K | 0.30% | −20−3.0% | Reduced |
| Centennial Wealth Advisory LLC | 658 | $428.3K | 0.10% | −60−8.4% | Reduced |
| Commons Capital, LLC | 659 | $428.5K | 0.36% | −105−13.7% | Reduced |
| Cornerstone Enterprises, LLC | 660 | $429.2K | 0.21% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 660 | $429.2K | 0.10% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 662 | $430.5K | 0.15% | +121+22.4% | Added |
| Rather & Kittrell, Inc. | 662 | $430.5K | 0.07% | 00.0% | Unchanged |
| Littlejohn Financial Services, Inc. | 663 | $431.2K | 0.32% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 664 | $431.8K | 0.68% | +329+98.2% | Added |
| Northwest Wealth Management, LLC | 666 | $433.1K | 0.07% | +10+1.5% | Added |
| Teamwork Financial Advisors, LLC | 666 | $433.4K | 0.05% | −3−0.4% | Reduced |
| Eight 31 Financial LLC | 667 | $433.8K | 0.26% | +193+40.7% | Added |
| Eaton-Cambridge Inc. | 668 | $434.4K | 0.14% | +34+5.4% | Added |
| Oxford Wealth Group, LLC | 669 | $435.2K | 0.24% | +263+64.8% | Added |
| Inspire Advisors, LLC | 670 | $436.0K | 0.04% | +259+63.0% | Added |
| Anchor Capital Advisors LLC | 672 | $437.1K | 0.01% | −12−1.8% | Reduced |
| Legacy Advisory Services, LLC | 672 | $437.2K | 0.33% | −208−23.6% | Reduced |
| Daner Wealth Management, LLC | 592 | $437.2K | 0.26% | −1−0.2% | Reduced |
| Lakeshore Financial Planning, Inc. | 673 | $437.7K | 0.16% | −251−27.2% | Reduced |
| Miller Wealth Advisors, LLC | 674 | $438.0K | 0.17% | +2+0.3% | Added |
| Old Port Advisors | 674 | $438.4K | 0.10% | −150−18.2% | Reduced |
| Meadow Creek Wealth Advisors LLC | 674 | $438.6K | 0.28% | +1+0.1% | Added |
| Mittelman Wealth Management | 674 | $438.9K | 0.27% | +29+4.5% | Added |
| Topel & Distasi Wealth Management, LLC | 675 | $439.2K | 0.23% | −12−1.7% | Reduced |
| Knightsbridge Asset Management, LLC | 675 | $439.2K | 0.06% | −86−11.3% | Reduced |
| Ballew Advisors, Inc | 646 | $439.4K | 0.25% | +80+14.1% | Added |
| CCM Investment Advisers LLC | 676 | $439.6K | 0.04% | +2+0.3% | Added |
| Benedict Financial Advisors Inc | 676 | $439.8K | 0.09% | −242−26.4% | Reduced |
| Balanced Rock Investment Advisor | 676 | $439.9K | 0.31% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 680 | $442.0K | 0.12% | +148+27.8% | Added |
| Clearwave Capital, LLC | 683 | $444.1K | 0.30% | +2+0.3% | Added |
| May Barnhard Investments LLC | 683 | $444.2K | 0.22% | −62−8.3% | Reduced |
| Resolute Wealth Advisor, Inc. | 683 | $444.4K | 0.25% | +683 | New |
| Great Point Wealth Advisors, LLC | 684 | $444.5K | 0.08% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 627 | $445.6K | 0.07% | −240−27.7% | Reduced |
| Pflug Koory, LLC | 686 | $445.9K | 0.20% | +2+0.3% | Added |
| Moller Financial Services | 686 | $446.1K | 0.09% | +2+0.3% | Added |
| Cadent Capital Advisors, LLC | 689 | $448.4K | 0.12% | −15−2.1% | Reduced |
| CLG LLC | 690 | $448.6K | 0.11% | +14+2.1% | Added |
| Mindset Wealth Management, LLC | 691 | $449.6K | 0.12% | −418−37.7% | Reduced |
| Carnegie Lake Advisors LLC | 691 | $449.7K | 0.18% | +1+0.1% | Added |
| Proactive Wealth Strategies LLC | 691 | $450.1K | 0.08% | +362+110.0% | Added |
| Lester Murray Antman dba SimplyRich | 694 | $451.0K | 0.12% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 695 | $451.9K | 0.15% | +72+11.6% | Added |
| McNaughton Wealth Management, LLC | 695 | $452.0K | 0.19% | −42−5.7% | Reduced |
| 5T Wealth, LLC | 695 | $452.0K | 0.18% | +695 | New |
| Coquina Private Wealth LLC | 696 | $452.6K | 0.36% | +64+10.1% | Added |
| Mayfair Advisory Group, LLC | 696 | $452.9K | 0.16% | +30+4.5% | Added |
| Todd Asset Management LLC | 700 | $455.2K | 0.01% | −5,327−88.4% | Reduced |
| Twelve Points Wealth Management LLC | 700 | $455.5K | 0.10% | +265+60.9% | Added |
| Access Financial Services, Inc. | 703 | $457.3K | 0.16% | −53−7.0% | Reduced |
| AG Asset Advisory, LLC | 704 | $457.8K | 0.38% | +17+2.5% | Added |
| Oak Asset Management, LLC | 705 | $458.5K | 0.16% | −75−9.6% | Reduced |
| Presilium Private Wealth, LLC | 705 | $458.5K | 0.08% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 706 | $459.0K | 0.39% | +1+0.1% | Added |
| Augustine Asset Management Inc | 709 | $461.1K | 0.10% | +709 | New |
| Total Wealth Planning & Management, Inc. | 710 | $461.9K | 0.37% | −3,970−84.8% | Reduced |
| Gill Capital Partners, LLC | 712 | $463.0K | 0.13% | −98−12.1% | Reduced |
| Hoffman, Alan N Investment Management | 712 | $463.0K | 0.31% | 00.0% | Unchanged |
| Baugh & Associates, LLC | 713 | $463.6K | 0.20% | −6−0.8% | Reduced |
| Montgomery Investment Management Inc | 716 | $465.6K | 0.16% | 00.0% | Unchanged |
| Cooper Capital Advisors LLC | 717 | $466.5K | 0.33% | +22+3.2% | Added |