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 |
|---|---|---|---|---|---|
| TIAA Wealth Investment Management LLC | 735 | $468.1K | 0.00% | +735 | New |
| Uniting Wealth Partners, LLC | 718 | $468.2K | 0.10% | +20+2.9% | Added |
| Stage Harbor Financial, LLC | 721 | $468.9K | 0.31% | −36−4.8% | Reduced |
| HWG Holdings LP | 721 | $468.9K | 0.12% | 00.0% | Unchanged |
| Parker Financial LLC | 721 | $468.9K | 0.19% | 00.0% | Unchanged |
| David Kennon Inc | 722 | $469.4K | 0.17% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 722 | $469.5K | 0.09% | +96+15.3% | Added |
| Paul R. Ried Financial Group, LLC | 724 | $470.8K | 0.22% | +394+119.4% | Added |
| Elgethun Capital Management | 724 | $471.0K | 0.08% | −57−7.3% | Reduced |
| Legacy Bridge, LLC | 724 | $471.1K | 0.18% | 00.0% | Unchanged |
| Portfolio Resources Advisor Group, Inc. | 722 | $471.1K | 0.47% | −287−28.4% | Reduced |
| Pacific Excel Wealth Advisors, Inc. | 725 | $471.5K | 0.50% | +143+24.6% | Added |
| Almitas Capital LLC | 725 | $471.5K | 0.11% | +725 | New |
| Regimen Wealth, LLC | 725 | $471.6K | 0.14% | +2+0.3% | Added |
| Salvus Wealth Management, LLC | 726 | $471.8K | 0.27% | +261+56.1% | Added |
| Cary Street Partner Investment Advisory LLC | 725 | $472.0K | 0.12% | −320−30.6% | Reduced |
| MN Wealth Advisors, LLC | 726 | $472.6K | 0.23% | +2+0.3% | Added |
| Monetary Solutions, Ltd | 728 | $473.4K | 0.46% | +12+1.7% | Added |
| Sompo Asset Management Co., Ltd. | 730 | $474.7K | 0.09% | −170−18.9% | Reduced |
| Detalus Advisors, LLC | 730 | $475.1K | 0.11% | −1−0.1% | Reduced |
| London Co of Virginia | 730 | $475.5K | 0.00% | −2,512−77.5% | Reduced |
| Base Wealth Management LLC | 734 | $477.5K | 0.27% | −1,269−63.4% | Reduced |
| TPG Financial Advisors, LLC | 735 | $478.0K | 0.16% | +72+10.9% | Added |
| Asempa Wealth Advisors | 730 | $478.4K | 0.42% | −9−1.2% | Reduced |
| Kondo Wealth Advisors, Inc. | 737 | $479.3K | 0.18% | +3+0.4% | Added |
| Vance Wealth, Inc. | 735 | $479.8K | 0.14% | 00.0% | Unchanged |
| Indivisible Partners | 739 | $480.6K | 0.04% | +739 | New |
| Arcadia Investment Management Corp | 743 | $483.2K | 0.08% | +39+5.5% | Added |
| Dynamic Financial Group | 744 | $483.9K | 0.40% | +17+2.3% | Added |
| Gerber, LLC | 747 | $485.9K | 0.27% | +3+0.4% | Added |
| Kingsman Wealth Management, Inc. | 748 | $486.4K | 0.27% | −102−12.0% | Reduced |
| Citrine Capital LLC | 749 | $487.1K | 0.21% | +375+100.3% | Added |
| SFE Investment Counsel | 750 | $487.8K | 0.08% | 00.0% | Unchanged |
| Atwater Malick LLC | 751 | $488.4K | 0.13% | +1+0.1% | Added |
| Mill Capital Management, LLC | 751 | $488.4K | 0.04% | +87+13.1% | Added |
| Elite Financial, Inc. | 751 | $489.0K | 0.22% | +1+0.1% | Added |
| Strategic Planning Group, LLC | 752 | $489.7K | 0.07% | −24−3.1% | Reduced |
| First National Advisers, LLC | 753 | $489.7K | 0.07% | 00.0% | Unchanged |
| Premier Financial Group | 746 | $491.1K | 0.13% | +8+1.1% | Added |
| RMR Capital Management, LLC | 860 | $491.8K | 0.36% | +110+14.7% | Added |
| Marble Harbor Investment Counsel, LLC | 758 | $492.7K | 0.05% | −5−0.7% | Reduced |
| Wealthgarden F.S. LLC | 760 | $494.3K | 0.34% | −42−5.2% | Reduced |
| North Forty Two & Co. | 762 | $495.6K | 0.46% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 764 | $496.9K | 0.11% | 00.0% | Unchanged |
| LifeGoal Wealth Advisors | 759 | $497.3K | 0.28% | −6−0.8% | Reduced |
| Brown Financial Advisory | 765 | $497.4K | 0.25% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 767 | $498.8K | 0.00% | +47+6.5% | Added |
| Vannoy Advisory Group, Inc. | 771 | $501.4K | 0.32% | 00.0% | Unchanged |
| ARK & TLK Investments, LLC | 771 | $501.4K | 0.14% | −155−16.7% | Reduced |
| Schoolcraft Capital LLC | 771 | $501.5K | 0.10% | −6−0.8% | Reduced |
| PFW Advisors LLC | 773 | $502.8K | 0.16% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 774 | $503.4K | 0.17% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 774 | $503.5K | 0.10% | 00.0% | Unchanged |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 775 | $503.7K | 0.45% | +2+0.3% | Added |
| Ballast Financial Advisors LLC | 776 | $504.7K | 0.52% | +102+15.1% | Added |
| LightSquare Wealth Management, LLC | 777 | $505.0K | 0.38% | +777 | New |
| Bulwark Capital Corp | 781 | $508.0K | 0.31% | −126−13.9% | Reduced |
| Lantern Wealth Advisors, LLC | 782 | $508.4K | 0.26% | +369+89.3% | Added |
| Crew Capital Management, Ltd. | 782 | $508.6K | 0.34% | 00.0% | Unchanged |
| Stonekeep Investments, LLC | 783 | $509.0K | 0.33% | +199+34.1% | Added |
| Western Pacific Wealth Management, LP | 783 | $509.1K | 0.52% | +1+0.1% | Added |
| Boulder Wealth Advisors, LLC | 787 | $511.6K | 0.20% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 788 | $512.5K | 0.05% | −1−0.1% | Reduced |
| Ipsen Advisor Group LLC | 789 | $512.9K | 0.36% | −185−19.0% | Reduced |
| Integrity Investment Advisors, LLC | 791 | $514.2K | 0.28% | −36−4.4% | Reduced |
| Farrow Financial Inc. | 792 | $515.1K | 0.29% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 792 | $515.1K | 0.09% | +10+1.3% | Added |
| Stone Loft Wealth Management LLC | 793 | $515.4K | 0.37% | +143+22.0% | Added |
| Darwin Advisors, LLC | 792 | $515.7K | 0.16% | −1,886−70.4% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $516.1K | 0.22% | 0 | Unchanged |
| Harbor Advisory Corp | 794 | $516.4K | 0.16% | 00.0% | Unchanged |
| KBC Group NV | 795 | $517.0K | 0.00% | +473+146.9% | Added |
| Finward Bancorp | 795 | $517.0K | 0.41% | +2+0.3% | Added |
| Instrumental Wealth, LLC | 796 | $517.7K | 0.32% | 00.0% | Unchanged |
| Guardian Capital, LLC | 797 | $518.1K | 0.50% | −855−51.8% | Reduced |
| Financial Life Advisors | 797 | $518.3K | 0.16% | −28−3.4% | Reduced |
| McNamara Financial Services, Inc. | 797 | $518.3K | 0.10% | +797 | New |
| Asset Planning Services Inc | 799 | $520.0K | 0.23% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 727 | $520.0K | 0.08% | −326−31.0% | Reduced |
| Sassicaia Capital Advisers LLC | 800 | $520.3K | 0.59% | −7,000−89.7% | Reduced |
| Ashton Thomas Securities, LLC | 804 | $520.9K | 0.07% | −474−37.1% | Reduced |
| New Capital Management LP | 802 | $521.5K | 0.13% | 00.0% | Unchanged |
| Kelly Financial Group LLC | 804 | $523.1K | 0.13% | −29−3.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 805 | $523.5K | 0.80% | −1,007−55.6% | Reduced |
| Covington Investment Advisors Inc. | 806 | $524.0K | 0.08% | −20−2.4% | Reduced |
| Broadway Wealth Solutions, Inc. | 806 | $524.1K | 0.27% | −20−2.4% | Reduced |
| Spectrum Investment Advisors, Inc. | 807 | $524.6K | 0.26% | +100+14.1% | Added |
| Hudson Oak Wealth Advisory LLC | 812 | $528.1K | 0.46% | 00.0% | Unchanged |
| Straight Path Wealth Management | 812 | $528.2K | 0.14% | −117−12.6% | Reduced |
| StoneCrest Wealth Management, Inc. | 816 | $530.7K | 0.22% | −77−8.6% | Reduced |
| Gradient Capital Advisors, LLC | 818 | $531.7K | 0.14% | −131−13.8% | Reduced |
| Colonial River Wealth Management, LLC | 818 | $532.0K | 0.19% | −23−2.7% | Reduced |
| Family Wealth Group, LLC | 819 | $532.3K | 0.34% | −40−4.7% | Reduced |
| SMH Capital Advisors Inc | 820 | $533.2K | 1.51% | +1+0.1% | Added |
| Worth Asset Management, LLC | 820 | $533.4K | 0.20% | +290+54.7% | Added |
| Quest 10 Wealth Builders, Inc. | 822 | $534.9K | 0.47% | −26−3.1% | Reduced |
| Parkway Wealth Management Group, LLC | 787 | $535.0K | 0.07% | +3+0.4% | Added |
| American Investment Services, Inc. | 823 | $535.5K | 0.12% | −44−5.1% | Reduced |
| Dock Street Asset Management Inc | 824 | $535.9K | 0.06% | −130−13.6% | Reduced |
| Palo DS Manager LLC | 824 | $535.9K | 0.21% | 00.0% | Unchanged |