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 |
|---|---|---|---|---|---|
| Aviso Wealth Management | 824 | $535.9K | 0.24% | +412+100.0% | Added |
| Arcadia Wealth Management, LLC | 828 | $538.3K | 0.19% | +228+38.0% | Added |
| Directional Asset Management | 828 | $538.4K | 0.49% | 00.0% | Unchanged |
| Alessandra Capital Management, LLC | 828 | $538.5K | 0.46% | 00.0% | Unchanged |
| Ames National Corp | 828 | $538.5K | 0.33% | −50−5.7% | Reduced |
| Boyd Wealth Management, LLC | 828 | $538.5K | 0.23% | 00.0% | Unchanged |
| Parkshore Wealth Management, Inc. | 831 | $540.2K | 0.18% | +6+0.7% | Added |
| Emory University | 831 | $540.4K | 0.20% | +15+1.8% | Added |
| Boston Standard Wealth Management, LLC | 827 | $541.9K | 0.09% | +2+0.2% | Added |
| Creative Capital Management Investments LLC | 837 | $544.3K | 0.16% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 838 | $544.7K | 0.21% | +2+0.2% | Added |
| Farnam Financial LLC | 839 | $545.6K | 0.45% | 00.0% | Unchanged |
| Barton Investment Management | 839 | $545.6K | 0.07% | 00.0% | Unchanged |
| Stillwater Private Wealth, LLC | 838 | $546.0K | 0.46% | +838 | New |
| City Center Advisors, LLC | 840 | $546.3K | 0.51% | −355−29.7% | Reduced |
| Brown Wealth Management, LLC | 841 | $547.0K | 0.14% | −32−3.7% | Reduced |
| Torren Management, LLC | 843 | $547.9K | 0.27% | −5−0.6% | Reduced |
| Eastover Investment Advisors LLC | 845 | $549.5K | 0.24% | −22−2.5% | Reduced |
| Arjuna Capital | 847 | $550.8K | 0.14% | +847 | New |
| WJ Wealth Management, LLC | 849 | $551.3K | 0.26% | +40+4.9% | Added |
| Vantage Point Financial LLC | 849 | $552.2K | 0.19% | +443+109.1% | Added |
| Rahlfs Capital, LLC | 850 | $552.8K | 0.41% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 853 | $554.5K | 0.02% | −4,816−85.0% | Reduced |
| WealthCare Investment Partners, LLC | 845 | $555.1K | 0.15% | −13−1.5% | Reduced |
| SLT Holdings LLC | 854 | $555.4K | 0.39% | +56+7.0% | Added |
| Orrstown Financial Services Inc | 855 | $556.0K | 0.09% | −84−8.9% | Reduced |
| Fishman Jay A Ltd | 855 | $556.0K | 0.05% | 00.0% | Unchanged |
| Legacy Solutions, LLC | 856 | $556.4K | 0.52% | +1+0.1% | Added |
| PCM Encore, LLC | 856 | $556.7K | 0.11% | +38+4.6% | Added |
| Jacobson & Schmitt Advisors, LLC | 858 | $558.0K | 0.10% | 00.0% | Unchanged |
| Grant Private Wealth Management Inc | 858 | $558.0K | 0.30% | +77+9.9% | Added |
| Parkwoods Wealth Partners, LLC | 858 | $558.1K | 0.14% | −17−1.9% | Reduced |
| Snider Financial Group | 858 | $558.3K | 0.17% | −3,401−79.9% | Reduced |
| Sanchez Gaunt Capital Management, LLC | 859 | $558.6K | 0.35% | +859 | New |
| Villere St Denis J & Co LLC | 860 | $559.3K | 0.06% | 00.0% | Unchanged |
| Finley Financial, LLC | 861 | $559.9K | 0.26% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 864 | $561.9K | 0.21% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 869 | $565.2K | 0.07% | +120+16.0% | Added |
| Roxbury Financial LLC | 870 | $565.5K | 0.51% | +3+0.3% | Added |
| Petredis Investment Advisors LLC | 870 | $565.8K | 0.05% | 00.0% | Unchanged |
| Clear Street Group Inc. | 872 | $567.1K | 0.00% | −12,050−93.3% | Reduced |
| KDK Private Wealth Management, LLC | 874 | $568.4K | 0.52% | +79+9.9% | Added |
| Clear Retirement Advice LLC | 874 | $568.4K | 0.45% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 875 | $569.0K | 0.11% | −7−0.8% | Reduced |
| Choice Wealth Advisors, LLC | 875 | $569.3K | 0.22% | −174−16.6% | Reduced |
| M. Kraus & Co | 876 | $569.7K | 0.17% | +450+105.6% | Added |
| Intentional Wealth Strategies, LLC | 878 | $571.0K | 0.53% | +878 | New |
| DeLarme Wealth Management, Inc. | 880 | $572.1K | 0.37% | +271+44.5% | Added |
| CJM Wealth Advisers, Ltd. | 880 | $572.2K | 0.17% | +169+23.8% | Added |
| Matisse Capital | 883 | $574.5K | 0.25% | −84−8.7% | Reduced |
| Atlantic Family Wealth, LLC | 883 | $574.8K | 0.42% | 00.0% | Unchanged |
| Henderson Brothers Financial Partners, LLC | 884 | $574.9K | 0.15% | +884 | New |
| Menlo Advisors LLC | 1,500 | $575.0K | 0.26% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 886 | $576.6K | 0.14% | +9+1.0% | Added |
| WealthPLAN Partners, LLC | 887 | $577.0K | 0.11% | −1,011−53.3% | Reduced |
| Atomic Invest LLC | 914 | $577.4K | 0.27% | +222+32.1% | Added |
| JBR Co Financial Management Inc | 849 | $579.0K | 0.24% | 00.0% | Unchanged |
| Bollard Group LLC | 893 | $581.0K | 0.02% | +93+11.6% | Added |
| RPg Family Wealth Advisory, LLC | 895 | $582.3K | 0.12% | −122−12.0% | Reduced |
| HC Advisors, LLC | 896 | $582.7K | 0.39% | +96+12.0% | Added |
| Keeler Thomas Management LLC | 898 | $583.7K | 0.25% | +1+0.1% | Added |
| McGlone Suttner Wealth Management, Inc. | 898 | $583.8K | 0.08% | +1+0.1% | Added |
| RPG Investment Advisory, LLC | 899 | $584.7K | 0.07% | −13−1.4% | Reduced |
| AIMZ Investment Advisors, LLC | 901 | $585.7K | 0.18% | −25−2.7% | Reduced |
| Private Wealth Management Group, LLC | 901 | $586.0K | 0.15% | +40+4.6% | Added |
| Premier Path Wealth Partners, LLC | 902 | $586.4K | 0.08% | −10−1.1% | Reduced |
| Thrive Capital Management, LLC | 907 | $589.9K | 0.13% | −92−9.2% | Reduced |
| Daytona Street Capital LLC | 897 | $590.3K | 0.47% | +20+2.3% | Added |
| Hoge Financial Services, LLC | 908 | $590.6K | 0.32% | −6−0.7% | Reduced |
| InvesTrust | 909 | $591.2K | 0.25% | 00.0% | Unchanged |
| LPWM LLC | 910 | $591.8K | 0.15% | +58+6.8% | Added |
| Huntleigh Advisors, Inc. | 910 | $591.8K | 0.10% | +54+6.3% | Added |
| Valley Forge Investment Consultants Inc Adv | 912 | $592.9K | 0.18% | −498−35.3% | Reduced |
| Ruggaard & Associates LLC | 912 | $593.1K | 0.24% | −80−8.1% | Reduced |
| Donalies Financial Planning, LLC | 912 | $593.1K | 0.51% | 00.0% | Unchanged |
| Lauer Wealth, LLC | 878 | $593.5K | 0.48% | −32−3.5% | Reduced |
| Anson Capital, Inc. | 915 | $595.1K | 0.41% | +22+2.5% | Added |
| WESPAC Advisors SoCal, LLC | 918 | $597.0K | 0.13% | +918 | New |
| Tilia Fiduciary Partners, Inc. | 918 | $597.2K | 0.33% | +320+53.5% | Added |
| Halbert Hargrove Global Advisors, LLC | 920 | $598.0K | 0.03% | −116−11.2% | Reduced |
| Verde Capital Management | 919 | $598.1K | 0.13% | −44−4.6% | Reduced |
| RFP Financial Group LLC | 920 | $598.4K | 0.33% | −347−27.4% | Reduced |
| Sunbeam Capital Management, LLC | 921 | $598.7K | 0.34% | +6+0.7% | Added |
| Fidelis Wealth Advisors LLC | 923 | $600.1K | 0.87% | 00.0% | Unchanged |
| Partners in Financial Planning | 923 | $600.3K | 0.10% | +1+0.1% | Added |
| Advocate Group LLC | 924 | $601.0K | 0.09% | +45+5.1% | Added |
| Opus Capital Group, LLC | 924 | $601.0K | 0.06% | −20−2.1% | Reduced |
| Ade, LLC | 926 | $602.4K | 0.29% | 00.0% | Unchanged |
| Beck Capital Management, LLC | 928 | $603.3K | 0.14% | −109−10.5% | Reduced |
| Oasis Advisors, LLC | 928 | $603.3K | 0.12% | +928 | New |
| Unified Investment Management | 929 | $604.1K | 0.62% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 929 | $604.2K | 0.30% | +21+2.3% | Added |
| OneAscent Family Office, LLC | 929 | $604.4K | 0.42% | −117−11.2% | Reduced |
| Altrius Capital Management Inc | 929 | $604.5K | 0.12% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 930 | $604.8K | 0.13% | 00.0% | Unchanged |
| STRS Ohio | 930 | $604.8K | 0.00% | +830+830.0% | Added |
| FC Advisory LLC | 930 | $605.1K | 0.18% | +1+0.1% | Added |
| Up Strategic Wealth Investment Advisors LLC | 828 | $605.6K | 0.38% | +133+19.1% | Added |
| Lodestone Wealth Management LLC | 935 | $607.8K | 0.24% | −118−11.2% | Reduced |
| Bay Capital Advisors, LLC | 935 | $608.1K | 0.37% | −93−9.0% | Reduced |