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 |
|---|---|---|---|---|---|
| Howland Capital Management LLC | 26,856 | $17.5M | 0.69% | +100+0.4% | Added |
| Optas, LLC | 26,906 | $17.5M | 2.65% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 26,805 | $17.4M | 10.67% | −360−1.3% | Reduced |
| Magnus Financial Group LLC | 26,793 | $17.4M | 1.42% | +480+1.8% | Added |
| Hilltop Holdings Inc. | 26,736 | $17.4M | 1.58% | −1,376−4.9% | Reduced |
| Hexagon Capital Partners LLC | 26,710 | $17.4M | 2.54% | +26,710 | New |
| Biltmore Family Office, LLC | 26,620 | $17.4M | 2.43% | +1,357+5.4% | Added |
| BTG Pactual Asset Management US LLC | 26,635 | $17.3M | 1.69% | −171,282−86.5% | Reduced |
| Arista Wealth Management, LLC | 26,597 | $17.3M | 2.11% | +120.0% | Added |
| Atomi Financial Group, Inc. | 26,572 | $17.3M | 0.53% | +1,462+5.8% | Added |
| G&S Capital LLC | 26,552 | $17.3M | 6.07% | +754+2.9% | Added |
| Legacy Wealth Advisors, LLC | 26,549 | $17.3M | 8.81% | +11,075+71.6% | Added |
| Marco Investment Management LLC | 26,516 | $17.2M | 1.30% | +156+0.6% | Added |
| Laurel Wealth Advisors LLC | 23,276 | $17.2M | 1.70% | +727+3.2% | Added |
| Kemnay Advisory Services Inc. | 26,286 | $17.1M | 2.75% | −412−1.5% | Reduced |
| Stembrook Asset Management, LLC | 26,246 | $17.1M | 16.71% | +353+1.4% | Added |
| Dynamic Advisor Solutions LLC | 26,192 | $17.0M | 0.54% | +77+0.3% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 25,988 | $16.9M | 4.89% | +317+1.2% | Added |
| Ethos Financial Group, LLC | 25,879 | $16.9M | 1.24% | −6,922−21.1% | Reduced |
| Aries Wealth Management | 25,909 | $16.8M | 3.70% | +817+3.3% | Added |
| Bell Bank | 25,907 | $16.8M | 0.71% | −348−1.3% | Reduced |
| Halter Ferguson Financial Inc. | 25,887 | $16.8M | 3.72% | −517−2.0% | Reduced |
| Y.D. More Investments Ltd | 25,987 | $16.8M | 0.66% | +815+3.2% | Added |
| Sanders Morris Harris LLC | 25,838 | $16.8M | 2.66% | +25,239+4,213.5% | Added |
| Global Trust Wealth Management LLC | 25,776 | $16.8M | 12.68% | −852−3.2% | Reduced |
| Osborne Partners Capital Management, LLC | 25,758 | $16.8M | 0.89% | +617+2.5% | Added |
| Sachetta, LLC | 25,755 | $16.8M | 9.08% | −626−2.4% | Reduced |
| Armis Advisers, LLC | 22,528 | $16.7M | 1.62% | +257+1.2% | Added |
| Tolleson Wealth Management, Inc. | 25,649 | $16.7M | 2.44% | −58−0.2% | Reduced |
| WestEnd Advisors, LLC | 25,582 | $16.6M | 0.40% | −4,249−14.2% | Reduced |
| Coastline Trust Co | 25,493 | $16.6M | 1.64% | +666+2.7% | Added |
| OFS Enterprise LLC | 25,481 | $16.6M | 4.87% | +25,481 | New |
| Rockland Trust Co | 25,480 | $16.6M | 0.66% | +692+2.8% | Added |
| Zhang Financial LLC | 25,437 | $16.5M | 0.57% | +4,477+21.4% | Added |
| Churchill Financial Advisors, LLC | 25,417 | $16.5M | 3.47% | +3,727+17.2% | Added |
| Fortis Group Advisors, LLC | 23,335 | $16.5M | 2.73% | +1,907+8.9% | Added |
| Cacti Asset Management LLC | 25,295 | $16.5M | 1.01% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 25,285 | $16.4M | 1.99% | −65−0.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 25,230 | $16.4M | 0.52% | −146−0.6% | Reduced |
| Nadler Financial Group, Inc. | 25,192 | $16.4M | 1.58% | +1,679+7.1% | Added |
| Apriem Advisors | 25,166 | $16.4M | 1.56% | −174−0.7% | Reduced |
| BCJ Capital Management, LLC | 25,102 | $16.3M | 0.87% | +7,519+42.8% | Added |
| Yanni & Associates Investment Advisors, LLC | 25,096 | $16.3M | 16.92% | +433+1.8% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 25,086 | $16.3M | 0.24% | −1,297−4.9% | Reduced |
| Burling Wealth Partners, LLC | 25,042 | $16.3M | 2.63% | +421+1.7% | Added |
| Brown, Lisle/Cummings, Inc. | 25,002 | $16.3M | 4.06% | −698−2.7% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 25,000 | $16.3M | 0.22% | −116,653−82.4% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 24,996 | $16.3M | 10.15% | −12,419−33.2% | Reduced |
| Ingalls & Snyder LLC | 24,969 | $16.2M | 0.58% | −3,664−12.8% | Reduced |
| Flagship Private Wealth, LLC | 24,934 | $16.2M | 6.58% | −751−2.9% | Reduced |
| Bouchey Financial Group Ltd | 23,799 | $16.2M | 1.19% | +50.0% | Added |
| Evergreen Wealth Solutions, LLC | 24,864 | $16.2M | 1.14% | +19,140+334.4% | Added |
| Impact Partnership Wealth, LLC | 24,714 | $16.1M | 1.99% | −8,159−24.8% | Reduced |
| Foster Victor Wealth Advisors, LLC | 23,121 | $16.1M | 0.92% | +11,563+100.0% | Added |
| Element Squared LLC | 24,687 | $16.1M | 9.06% | +2,202+9.8% | Added |
| Kennicott Capital Management LLC | 24,655 | $16.0M | 8.76% | −2,446−9.0% | Reduced |
| Nuveen, LLC | 24,951 | $16.0M | 0.00% | −16,845−40.3% | Reduced |
| Fiducient Advisors LLC | 24,583 | $16.0M | 2.09% | −1,682−6.4% | Reduced |
| Gridiron Partners, LLC | 24,440 | $15.9M | 9.71% | −1,593−6.1% | Reduced |
| Parkside Financial Bank & Trust | 24,426 | $15.9M | 1.22% | −612−2.4% | Reduced |
| J Hagan Capital, Inc. | 24,425 | $15.9M | 8.57% | −482−1.9% | Reduced |
| Tortoise Investment Management, LLC | 24,387 | $15.9M | 1.31% | +650+2.7% | Added |
| Clifford Swan Investment Counsel LLC | 24,384 | $15.9M | 0.54% | +4,971+25.6% | Added |
| Third View Private Wealth, LLC | 24,352 | $15.8M | 2.17% | +379+1.6% | Added |
| Wealthedge Investment Advisors, LLC | 24,239 | $15.8M | 5.79% | +3,043+14.4% | Added |
| Pathway Financial Advisors LLC | 23,967 | $15.7M | 1.94% | −86−0.4% | Reduced |
| Moneywise, Inc. | 24,157 | $15.7M | 6.86% | −260−1.1% | Reduced |
| Okabena Investment Services Inc | 24,157 | $15.7M | 3.03% | −1,147−4.5% | Reduced |
| Chatham Capital Group, Inc. | 24,139 | $15.7M | 2.28% | −410−1.7% | Reduced |
| AlphaCore Capital LLC | 23,896 | $15.5M | 0.37% | −2,787−10.4% | Reduced |
| St Germain D J Co Inc | 23,884 | $15.5M | 0.61% | −543−2.2% | Reduced |
| Aaron Wealth Advisors | 23,865 | $15.5M | 0.90% | −53−0.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 23,827 | $15.5M | 1.17% | −229−1.0% | Reduced |
| Destination Wealth Management | 23,789 | $15.5M | 0.40% | +41+0.2% | Added |
| Highview Capital Management LLC | 23,749 | $15.4M | 5.61% | +78+0.3% | Added |
| LaSalle St. Investment Advisors, LLC | 23,741 | $15.4M | 2.17% | −27−0.1% | Reduced |
| Howard Financial Services, Ltd. | 23,719 | $15.4M | 1.74% | −827−3.4% | Reduced |
| Foguth Wealth Management, LLC. | 20,332 | $15.4M | 1.79% | −16,633−45.0% | Reduced |
| NewSquare Capital LLC | 23,617 | $15.4M | 1.34% | +767+3.4% | Added |
| Accredited Investors Inc. | 23,577 | $15.3M | 0.83% | −1,816−7.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 23,521 | $15.3M | 0.31% | −6,362−21.3% | Reduced |
| Stelac Advisory Services LLC | 23,456 | $15.3M | 3.09% | +961+4.3% | Added |
| Guardian Wealth Advisors, LLC | 23,491 | $15.3M | 0.97% | +136+0.6% | Added |
| Opulen Financial Group LLC | 23,488 | $15.3M | 10.75% | +107+0.5% | Added |
| Sunbelt Securities, Inc. | 23,457 | $15.3M | 0.96% | +198+0.9% | Added |
| Pinnacle Family Advisors, LLC | 23,456 | $15.3M | 7.17% | +1,507+6.9% | Added |
| StoneX Group Inc. | 23,436 | $15.2M | 0.82% | −18,957−44.7% | Reduced |
| Neumann Capital Management, LLC | 23,409 | $15.2M | 4.48% | −2,234−8.7% | Reduced |
| West Paces Advisors Inc. | 23,382 | $15.2M | 2.95% | −108−0.5% | Reduced |
| Quattro Financial Advisors LLC | 23,214 | $15.1M | 4.57% | +22,798+5,480.3% | Added |
| Tandem Wealth Advisors LLC | 23,199 | $15.1M | 6.73% | −46,711−66.8% | Reduced |
| Wedmont Private Capital | 22,292 | $15.1M | 0.49% | +1,253+6.0% | Added |
| Coral Wealth Management, LLC | 23,147 | $15.1M | 16.83% | +23,147 | New |
| Camden Capital, LLC | 23,130 | $15.0M | 0.99% | −2,292−9.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 22,996 | $15.0M | 0.98% | −229−1.0% | Reduced |
| Torrey-Payne Wealth Management, LLC | 22,920 | $14.9M | 13.67% | −179−0.8% | Reduced |
| Hopwood Financial Services, Inc. | 22,878 | $14.9M | 10.03% | −242−1.0% | Reduced |
| Berger Financial Group, Inc | 22,810 | $14.8M | 0.83% | −1,341−5.6% | Reduced |
| EFG International AG | 22,796 | $14.8M | 0.32% | −2,683−10.5% | Reduced |
| American Asset Management Inc. | 22,728 | $14.8M | 12.83% | +305+1.4% | Added |