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 |
|---|---|---|---|---|---|
| South State Corp. | 22,689 | $14.8M | 0.69% | −2,609−10.3% | Reduced |
| GEM Asset Management, LLC | 22,601 | $14.7M | 6.49% | −788−3.4% | Reduced |
| Cambridge Associates LLC | 22,542 | $14.7M | 0.23% | +8,437+59.8% | Added |
| MONECO Advisors, LLC | 22,536 | $14.7M | 1.14% | +469+2.1% | Added |
| Pinebridge Investments LLC | 22,528 | $14.7M | 0.12% | +4,799+27.1% | Added |
| LuminArx Capital Management LP | 22,500 | $14.6M | 11.00% | +22,500 | New |
| Global Financial Private Client, LLC | 22,488 | $14.6M | 4.79% | +296+1.3% | Added |
| Paladin Partners, LLC | 22,384 | $14.6M | 10.50% | +79+0.4% | Added |
| Chicago Capital, LLC | 22,361 | $14.5M | 0.39% | −193−0.9% | Reduced |
| Agf Management Ltd | 22,347 | $14.5M | 0.07% | −88−0.4% | Reduced |
| Morton Brown Family Wealth, LLC | 22,216 | $14.4M | 3.82% | +331+1.5% | Added |
| HBK Sorce Advisory LLC | 19,565 | $14.4M | 0.29% | +768+4.1% | Added |
| Hickory Point Bank & Trust | 22,111 | $14.4M | 9.49% | +45+0.2% | Added |
| Betterment LLC | 22,080 | $14.4M | 0.03% | +2,680+13.8% | Added |
| Level Four Advisory Services, LLC | 22,077 | $14.4M | 0.47% | −1,400−6.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 22,043 | $14.3M | 0.20% | +389+1.8% | Added |
| Clune & Associates, Ltd. | 22,037 | $14.3M | 2.70% | −1,991−8.3% | Reduced |
| SBI Securities Co., Ltd. | 22,020 | $14.3M | 0.40% | +463+2.1% | Added |
| Stordahl Capital Management, Inc. | 21,960 | $14.3M | 2.94% | −192−0.9% | Reduced |
| GeoWealth Management, LLC | 21,941 | $14.3M | 0.51% | −1,272−5.5% | Reduced |
| Cedrus Wealth Group LLC | 21,936 | $14.3M | 15.88% | +18,013+459.2% | Added |
| PFG Advisors | 21,923 | $14.3M | 0.69% | −4,841−18.1% | Reduced |
| Navis Wealth Advisors, LLC | 21,905 | $14.2M | 7.27% | −12−0.1% | Reduced |
| LWM Advisory Services, LLC | 21,873 | $14.2M | 15.19% | −23,324−51.6% | Reduced |
| Sunflower Bank, N.A. | 21,810 | $14.2M | 3.61% | +367+1.7% | Added |
| Private Advisory Group LLC | 21,803 | $14.2M | 0.99% | +2,631+13.7% | Added |
| PFC Capital Group, Inc. | 21,794 | $14.2M | 6.25% | −1,046−4.6% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 21,762 | $14.2M | 4.87% | −381−1.7% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 21,761 | $14.2M | 2.04% | +368+1.7% | Added |
| L2 Asset Management, LLC | 336,721 | $14.2M | 1.35% | +335,788+35,990.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 21,756 | $14.1M | 0.65% | +908+4.4% | Added |
| Grove Bank & Trust | 21,751 | $14.1M | 1.60% | −550−2.5% | Reduced |
| Safe Harbor Fiduciary, LLC | 21,735 | $14.1M | 13.46% | +842+4.0% | Added |
| Flatrock Wealth Partners LLC | 21,666 | $14.1M | 6.36% | +678+3.2% | Added |
| CRA Financial Services, LLC | 21,679 | $14.1M | 1.83% | +761+3.6% | Added |
| CWA Asset Management Group, LLC | 21,665 | $14.1M | 0.48% | +929+4.5% | Added |
| Empower Advisory Group, LLC | 21,575 | $14.0M | 0.04% | −2,468−10.3% | Reduced |
| Grandview Asset Management LLC | 21,564 | $14.0M | 4.10% | −2,278−9.6% | Reduced |
| MMBG Investment Advisors Co. | 21,454 | $14.0M | 1.29% | −949−4.2% | Reduced |
| Cypress Capital Group | 21,465 | $14.0M | 1.57% | −106−0.5% | Reduced |
| Schnieders Capital Management, LLC. | 21,434 | $13.9M | 2.22% | +295+1.4% | Added |
| Cyndeo Wealth Partners, LLC | 21,433 | $13.9M | 0.73% | −592−2.7% | Reduced |
| Claro Advisors LLC | 21,427 | $13.9M | 1.68% | −794−3.6% | Reduced |
| Patten & Patten Inc | 21,423 | $13.9M | 0.84% | +204+1.0% | Added |
| Capital Advisors Wealth Management, LLC | 21,392 | $13.9M | 1.87% | +615+3.0% | Added |
| RIA Advisory Group LLC | 21,374 | $13.9M | 3.40% | +3,826+21.8% | Added |
| Transcend Wealth Collective, LLC | 21,366 | $13.9M | 1.12% | −377−1.7% | Reduced |
| AGH Wealth Advisors, LLC | 21,343 | $13.9M | 10.22% | −2,341−9.9% | Reduced |
| Harbour Trust & Investment Management Co | 21,321 | $13.9M | 1.47% | −579−2.6% | Reduced |
| Patriot Investment Management Inc. | 21,251 | $13.8M | 0.88% | +10.0% | Added |
| Comprehensive Financial Management LLC | 21,142 | $13.7M | 0.46% | 00.0% | Unchanged |
| SimpliFi, Inc. | 21,137 | $13.7M | 5.77% | +182+0.9% | Added |
| BlueChip Wealth Advisors LLC | 21,134 | $13.7M | 6.03% | +600+2.9% | Added |
| Advisors Capital Management, LLC | 20,997 | $13.7M | 0.16% | −51,427−71.0% | Reduced |
| Grimes & Company, Inc. | 20,922 | $13.6M | 0.38% | +159+0.8% | Added |
| Strategic Wealth Partners, Ltd. | 20,908 | $13.6M | 0.94% | −31−0.1% | Reduced |
| Vertex Planning Partners, LLC | 20,813 | $13.5M | 2.63% | −5,437−20.7% | Reduced |
| SFMG, LLC | 20,798 | $13.5M | 0.93% | +231+1.1% | Added |
| Evanson Asset Management, LLC | 20,775 | $13.5M | 0.73% | −746−3.5% | Reduced |
| Manning & Napier Advisors LLC | 20,735 | $13.5M | 0.19% | −2,669−11.4% | Reduced |
| Conscious Wealth Investments, LLC | 19,201 | $13.4M | 7.49% | −1,178−5.8% | Reduced |
| Marquette Associates, Inc. | 20,605 | $13.4M | 14.58% | +215+1.1% | Added |
| Napier Financial, LLC | 20,594 | $13.4M | 3.07% | −129−0.6% | Reduced |
| Clear Wave Wealth Management LLC | 20,538 | $13.4M | 3.39% | +20,538 | New |
| Foresight Capital Management Advisors, Inc. | 20,457 | $13.3M | 7.40% | +401+2.0% | Added |
| Nvest Financial, LLC | 20,450 | $13.3M | 4.95% | +3,947+23.9% | Added |
| Catalyst Financial Partners LLC | 20,422 | $13.3M | 1.57% | −6,655−24.6% | Reduced |
| First Trust Advisors LP | 20,368 | $13.2M | 0.01% | +1,178+6.1% | Added |
| Equitable Trust Co | 20,318 | $13.2M | 0.61% | −706−3.4% | Reduced |
| Tulsa Wealth Advisors, INC | 20,312 | $13.2M | 2.32% | +20,312 | New |
| Morangie Management LLC | 20,201 | $13.2M | 12.13% | −399−1.9% | Reduced |
| Ami Investment Management Inc | 20,253 | $13.2M | 2.96% | −53−0.3% | Reduced |
| X-Square Capital, LLC | 20,190 | $13.1M | 4.42% | +2,748+15.8% | Added |
| JFS Wealth Advisors, LLC | 20,181 | $13.1M | 0.73% | +62+0.3% | Added |
| Berman McAleer LLC | 20,167 | $13.1M | 1.79% | +90.0% | Added |
| Sound View Wealth Advisors Group, LLC | 20,153 | $13.1M | 0.89% | −79−0.4% | Reduced |
| VectorGlobal IAG, Inc. | 20,107 | $13.1M | 3.40% | +20,107 | New |
| Oxinas Partners Wealth Management LLC | 20,091 | $13.1M | 5.97% | +4,061+25.3% | Added |
| Appleton Partners Inc | 20,070 | $13.1M | 0.91% | −433−2.1% | Reduced |
| Ancora Advisors, LLC | 20,051 | $13.0M | 0.28% | −90.0% | Reduced |
| Financial Guidance Group, Inc. | 20,010 | $13.0M | 5.23% | +170+0.9% | Added |
| Q Global Advisors, LLC | 20,000 | $13.0M | 12.51% | +5,342+36.4% | Added |
| Midwestern Financial, LLC | 19,960 | $13.0M | 10.21% | +3,136+18.6% | Added |
| Bensler, LLC | 19,953 | $13.0M | 1.34% | −203−1.0% | Reduced |
| Schrum Private Wealth Management LLC | 19,936 | $13.0M | 9.89% | −223−1.1% | Reduced |
| Trust Point Inc. | 19,887 | $12.9M | 1.12% | +136+0.7% | Added |
| Nisa Investment Advisors, LLC | 19,832 | $12.9M | 0.05% | 00.0% | Unchanged |
| Virtus Wealth Solutions LLC | 19,853 | $12.9M | 2.46% | −7,361−27.0% | Reduced |
| Tfo-TDC, LLC | 19,770 | $12.9M | 1.75% | +139+0.7% | Added |
| Russell Investments Group, Ltd. | 19,760 | $12.9M | 0.01% | +1,619+8.9% | Added |
| Quintet Private Bank (Europe) S.A. | 19,739 | $12.8M | 0.86% | −2,490−11.2% | Reduced |
| Quadcap Wealth Management, LLC | 19,692 | $12.8M | 1.46% | +410+2.1% | Added |
| Van Hulzen Asset Management, LLC | 19,678 | $12.8M | 0.95% | +876+4.7% | Added |
| TSFG, LLC | 19,625 | $12.8M | 1.94% | +203+1.0% | Added |
| J.Safra Asset Management Corp | 19,619 | $12.8M | 0.69% | −52,907−72.9% | Reduced |
| Montecito Bank & Trust | 19,613 | $12.8M | 2.10% | −59−0.3% | Reduced |
| Boxwood Ventures, Inc. | 19,549 | $12.7M | 13.51% | −10.0% | Reduced |
| Northside Capital Management, LLC | 19,561 | $12.7M | 1.12% | +10.0% | Added |
| Luken Investment Analytics, LLC | 19,496 | $12.7M | 4.85% | −643−3.2% | Reduced |
| Bedel Financial Consulting, Inc. | 19,331 | $12.6M | 1.45% | +271+1.4% | Added |