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 |
|---|---|---|---|---|---|
| Calton & Associates, Inc. | 31,340 | $20.4M | 2.93% | +31,340 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 28,405 | $20.3M | 6.78% | −640−2.2% | Reduced |
| Tempo Wealth, LLC | 31,219 | $20.3M | 3.54% | +2,870+10.1% | Added |
| J. Safra Sarasin Holding AG | 31,402 | $20.3M | 0.35% | +872+2.9% | Added |
| Humankind Investments LLC | 31,170 | $20.3M | 11.58% | −27,970−47.3% | Reduced |
| Delta Financial Advisors LLC | 30,827 | $20.0M | 5.22% | +138+0.4% | Added |
| PCG Asset Management, LLC | 30,741 | $20.0M | 16.03% | −147−0.5% | Reduced |
| Wesbanco Bank Inc | 30,811 | $20.0M | 0.55% | +740+2.5% | Added |
| Solstein Capital, LLC | 30,779 | $20.0M | 8.22% | +18+0.1% | Added |
| Sincerus Advisory, LLC | 30,702 | $20.0M | 15.13% | +76+0.2% | Added |
| Chilton Capital Management LLC | 30,665 | $19.9M | 0.70% | −4,884−13.7% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 30,656 | $19.9M | 4.15% | −2,775−8.3% | Reduced |
| Paul Damon & Associates, Inc. | 30,656 | $19.9M | 8.87% | +4,279+16.2% | Added |
| Sax Wealth Advisors, LLC | 29,203 | $19.9M | 0.96% | −99−0.3% | Reduced |
| Resolute Partners Group | 30,529 | $19.9M | 8.23% | +58+0.2% | Added |
| Annandale Capital, LLC | 30,566 | $19.9M | 3.26% | +7,650+33.4% | Added |
| Wealth Science Advisors LLC | 29,084 | $19.8M | 11.16% | 00.0% | Unchanged |
| Umb Bank N A | 30,358 | $19.7M | 0.28% | −266−0.9% | Reduced |
| PCG Wealth Advisors, LLC | 30,277 | $19.7M | 4.98% | +1,357+4.7% | Added |
| Savvy Advisors, Inc. | 30,234 | $19.7M | 0.53% | −1,533−4.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 30,216 | $19.7M | 1.27% | +1,485+5.2% | Added |
| West Branch Capital LLC | 30,169 | $19.6M | 5.25% | +91+0.3% | Added |
| Perennial Investment Advisors, LLC | 30,165 | $19.6M | 1.57% | +529+1.8% | Added |
| Brave Asset Management Inc | 30,124 | $19.6M | 4.66% | +1,501+5.2% | Added |
| NorthCrest Asset Manangement, LLC | 29,845 | $19.6M | 0.61% | −19,018−38.9% | Reduced |
| EverSource Wealth Advisors, LLC | 30,081 | $19.6M | 0.60% | +2,995+11.1% | Added |
| AdvisorNet Financial, Inc | 30,063 | $19.6M | 1.01% | +30.0% | Added |
| Miller Value Partners, LLC | 30,044 | $19.5M | 5.10% | +30,044 | New |
| Great Lakes Advisors, LLC | 30,038 | $19.5M | 0.16% | −4,170−12.2% | Reduced |
| Central Pacific Bank - Trust Division | 29,993 | $19.5M | 2.49% | −232−0.8% | Reduced |
| Brandywine Asset Management, Inc. | 29,900 | $19.4M | 15.43% | −4,100−12.1% | Reduced |
| Legal & General Group Plc | 29,900 | $19.4M | 0.00% | 00.0% | Unchanged |
| Kopp Family Office, LLC | 29,889 | $19.4M | 13.37% | +29,889 | New |
| Global Endowment Management, LP | 29,841 | $19.4M | 2.17% | +989+3.4% | Added |
| Salem Investment Counselors Inc | 29,721 | $19.4M | 0.57% | −224−0.7% | Reduced |
| Relyea Zuckerberg Hanson LLC | 29,749 | $19.3M | 1.95% | −40−0.1% | Reduced |
| Clark Financial Services Group Inc | 29,747 | $19.3M | 10.67% | −211−0.7% | Reduced |
| Solidarilty Wealth, LLC | 29,735 | $19.3M | 3.71% | −1,501−4.8% | Reduced |
| Financial & Tax Architects, LLC | 29,632 | $19.3M | 4.30% | −766−2.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 29,594 | $19.2M | 0.54% | +998+3.5% | Added |
| Lowe Brockenbrough & Co Inc | 29,463 | $19.2M | 0.96% | −533−1.8% | Reduced |
| YHB Investment Advisors, Inc. | 29,462 | $19.2M | 1.37% | −283−1.0% | Reduced |
| KLCM Advisors, Inc. | 29,379 | $19.1M | 1.66% | +214+0.7% | Added |
| SlateStone Wealth, LLC | 29,332 | $19.1M | 1.57% | +9,931+51.2% | Added |
| Beacon Investment Advisory Services, Inc. | 29,330 | $19.1M | 0.79% | −17,587−37.5% | Reduced |
| Arete Wealth Advisors, LLC | 29,234 | $19.0M | 1.42% | +806+2.8% | Added |
| Icon Wealth Advisors, LLC | 26,653 | $19.0M | 1.23% | +1,115+4.4% | Added |
| Winthrop Advisory Group LLC | 29,052 | $18.9M | 1.55% | +502+1.8% | Added |
| IMA Wealth, Inc. | 29,105 | $18.9M | 1.85% | +77+0.3% | Added |
| Edgestream Partners, L.P. | 28,984 | $18.8M | 0.62% | −72,564−71.5% | Reduced |
| Davenport & Co LLC | 28,946 | $18.8M | 0.10% | −6,436−18.2% | Reduced |
| Integrity Alliance, LLC. | 28,933 | $18.8M | 0.72% | −3,346−10.4% | Reduced |
| Anb Bank | 28,901 | $18.8M | 7.60% | −243−0.8% | Reduced |
| Compass Planning Associates Inc | 28,844 | $18.8M | 12.00% | −746−2.5% | Reduced |
| Rothschild Investment LLC | 28,821 | $18.7M | 0.98% | +781+2.8% | Added |
| Mycio Wealth Partners, LLC | 28,780 | $18.7M | 3.73% | +53+0.2% | Added |
| One Capital Management, LLC | 28,761 | $18.7M | 0.51% | −663−2.3% | Reduced |
| Jacksonville Wealth Management, LLC | 28,749 | $18.7M | 12.63% | +2,850+11.0% | Added |
| Ciovacco Capital Management LLC | 28,693 | $18.7M | 10.88% | −11,185−28.0% | Reduced |
| Lodestar Private Asset Management LLC | 28,676 | $18.6M | 1.84% | +287+1.0% | Added |
| Sepio Capital, LP | 28,674 | $18.6M | 1.01% | +7,789+37.3% | Added |
| New England Private Wealth Advisors LLC | 28,668 | $18.6M | 2.15% | −1,016−3.4% | Reduced |
| Aspire Private Capital, LLC | 28,580 | $18.6M | 4.20% | −8,156−22.2% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 28,561 | $18.6M | 4.01% | −6,201−17.8% | Reduced |
| Foster & Motley Inc | 28,550 | $18.6M | 0.96% | +3,188+12.6% | Added |
| Trifecta Capital Advisors, LLC | 28,545 | $18.6M | 2.87% | +228+0.8% | Added |
| Central Bank & Trust Co | 28,479 | $18.5M | 2.91% | −1,027−3.5% | Reduced |
| Invictus Private Wealth, LLC | 28,431 | $18.5M | 1.14% | −104−0.4% | Reduced |
| Dorsal Capital Management, LLC | 28,370 | $18.5M | 0.73% | +28,370 | New |
| Traction Financial Partners, LLC | 28,366 | $18.4M | 11.36% | +742+2.7% | Added |
| Smith & Howard Wealth Management, LLC | 28,627 | $18.4M | 3.99% | +13,708+91.9% | Added |
| Cornerstone Wealth Management, LLC | 28,351 | $18.4M | 0.92% | −136−0.5% | Reduced |
| Principal Securities, Inc. | 28,295 | $18.4M | 0.27% | +4,152+17.2% | Added |
| Kaizen Financial Strategies | 26,225 | $18.4M | 7.79% | −1,543−5.6% | Reduced |
| Eagle Capital Management LLC | 28,285 | $18.4M | 0.06% | −233,994−89.2% | Reduced |
| WCG Wealth Advisors LLC | 28,280 | $18.4M | 0.51% | −50,016−63.9% | Reduced |
| Palisades Hudson Asset Management, L.P. | 28,264 | $18.4M | 7.16% | −451−1.6% | Reduced |
| Intrepid Financial Planning Group LLC | 28,237 | $18.4M | 7.41% | −786−2.7% | Reduced |
| Unique Wealth, LLC | 28,192 | $18.3M | 2.54% | +3,342+13.4% | Added |
| Aspect Partners, LLC | 28,181 | $18.3M | 7.49% | −17,679−38.5% | Reduced |
| TCG Advisory Services, LLC | 28,119 | $18.3M | 0.45% | +3,853+15.9% | Added |
| Oakworth Capital, Inc. | 27,961 | $18.2M | 0.96% | −2,725−8.9% | Reduced |
| Moors & Cabot, Inc. | 27,922 | $18.2M | 0.78% | −1,759−5.9% | Reduced |
| Sandbox Financial Partners, LLC | 27,763 | $18.1M | 5.08% | +2,215+8.7% | Added |
| Strategic Blueprint, LLC | 27,760 | $18.1M | 1.05% | +284+1.0% | Added |
| CX Institutional | 27,728 | $18.0M | 0.55% | −1,395−4.8% | Reduced |
| Smithbridge Asset Management Inc | 27,669 | $18.0M | 2.67% | −26,574−49.0% | Reduced |
| CenterStar Asset Management, LLC | 27,543 | $17.9M | 17.28% | −15,624−36.2% | Reduced |
| Stevens Capital Management LP | 27,381 | $17.8M | 2.74% | +27,381 | New |
| Pictet & Cie (Europe) SA | 27,358 | $17.8M | 0.38% | +3,576+15.0% | Added |
| Patton Fund Management, Inc. | 27,293 | $17.7M | 3.01% | +589+2.2% | Added |
| Wealth Architects, LLC | 27,287 | $17.7M | 1.58% | +424+1.6% | Added |
| Texas Yale Capital Corp. | 27,267 | $17.7M | 0.50% | +290+1.1% | Added |
| BOS Asset Management, LLC | 27,226 | $17.7M | 4.52% | +227+0.8% | Added |
| Mairs & Power Inc | 27,180 | $17.7M | 0.18% | +126+0.5% | Added |
| Retirement Management Systems Inc. | 27,080 | $17.6M | 4.24% | +2,510+10.2% | Added |
| Pettinga Financial Advisors, LLC | 27,061 | $17.6M | 3.31% | −762−2.7% | Reduced |
| Founders Capital Management, LLC | 27,034 | $17.6M | 2.89% | +30+0.1% | Added |
| Rockbridge Investment Management, LCC | 26,956 | $17.5M | 1.58% | +37+0.1% | Added |
| Saiph Capital, LLC | 26,947 | $17.5M | 6.63% | −2,900−9.7% | Reduced |