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 |
|---|---|---|---|---|---|
| Ullmann Financial Group, Inc. | 19,205 | $12.5M | 1.30% | −2,291−10.7% | Reduced |
| CDM Financial Counseling Services, Inc. | 19,176 | $12.5M | 11.93% | −251−1.3% | Reduced |
| Empirical Asset Management, LLC | 19,140 | $12.4M | 3.29% | −3,680−16.1% | Reduced |
| Sequent Asset Management, LLC | 19,125 | $12.4M | 5.95% | −784−3.9% | Reduced |
| Bricktown Capital, LLC | 19,100 | $12.4M | 2.45% | −900−4.5% | Reduced |
| Nixon Peabody Trust Co | 19,093 | $12.4M | 0.99% | +1,471+8.3% | Added |
| McLean Asset Management Corp | 19,024 | $12.4M | 2.16% | −50.0% | Reduced |
| First Citizens Bank & Trust Co | 19,010 | $12.4M | 0.26% | +746+4.1% | Added |
| Union Savings Bank | 19,002 | $12.4M | 5.42% | −119−0.6% | Reduced |
| ALM First Financial Advisors, LLC | 19,001 | $12.4M | 2.22% | +16,032+540.0% | Added |
| AAFMAA Wealth Management & Trust LLC | 18,990 | $12.3M | 4.79% | −3,514−15.6% | Reduced |
| Sage Mountain Advisors LLC | 18,983 | $12.3M | 0.86% | +136+0.7% | Added |
| Nwam LLC | 18,971 | $12.3M | 0.71% | +1,660+9.6% | Added |
| Silver Oak Securities, Inc | 18,930 | $12.3M | 0.90% | +3,308+21.2% | Added |
| Compass Ion Advisors, LLC | 18,904 | $12.3M | 1.17% | +710+3.9% | Added |
| MidAtlantic Capital Management, Inc. | 18,901 | $12.3M | 8.48% | +80+0.4% | Added |
| Baker Avenue Asset Management, LP | 18,881 | $12.3M | 0.28% | −209−1.1% | Reduced |
| Lansing Street Advisors | 18,825 | $12.3M | 3.10% | −655−3.4% | Reduced |
| Lyell Wealth Management, LP | 18,829 | $12.2M | 0.90% | +2,728+16.9% | Added |
| RB Capital Management, LLC | 18,816 | $12.2M | 2.60% | +2,577+15.9% | Added |
| Advisory Alpha, LLC | 18,796 | $12.2M | 0.33% | −1,481−7.3% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 18,783 | $12.2M | 3.21% | −24−0.1% | Reduced |
| Flagship Wealth Advisors, LLC | 19,762 | $12.2M | 5.25% | −3,679−15.7% | Reduced |
| Schroder Investment Management Group | 19,291 | $12.2M | 0.01% | +3,179+19.7% | Added |
| Skopos Labs, Inc. | 18,673 | $12.1M | 0.38% | +3,568+23.6% | Added |
| Johnson Financial Group, LLC | 18,671 | $12.1M | 0.81% | −2,899−13.4% | Reduced |
| Intrust Bank NA | 18,628 | $12.1M | 0.99% | −2,245−10.8% | Reduced |
| Raleigh Capital Management Inc. | 18,624 | $12.1M | 4.18% | −3,221−14.7% | Reduced |
| Iams Wealth Management, LLC | 18,597 | $12.1M | 4.22% | −233−1.2% | Reduced |
| Symphony Financial, Ltd. Co. | 18,656 | $12.1M | 1.60% | −4,900−20.8% | Reduced |
| Bigelow Investment Advisors, LLC | 18,539 | $12.1M | 4.83% | +472+2.6% | Added |
| Mayflower Financial Advisors, LLC | 18,504 | $12.0M | 1.46% | −701−3.7% | Reduced |
| Terry L. Blaker | 18,490 | $12.0M | 0.46% | −262−1.4% | Reduced |
| Compass Capital Corp | 16,416 | $12.0M | 4.30% | −1,026−5.9% | Reduced |
| Oxler Private Wealth LLC | 18,467 | $12.0M | 3.76% | −110−0.6% | Reduced |
| Vista Investment Partners LLC | 18,457 | $12.0M | 3.18% | +32+0.2% | Added |
| Balboa Wealth Partners | 18,451 | $12.0M | 2.01% | −2,276−11.0% | Reduced |
| Vident Advisory, LLC | 18,436 | $12.0M | 0.10% | −5,653−23.5% | Reduced |
| Measured Wealth Private Client Group, LLC | 18,418 | $12.0M | 3.27% | −1,581−7.9% | Reduced |
| TCP Asset Management, LLC | 18,395 | $12.0M | 1.54% | +17,762+2,806.0% | Added |
| Mather Group, LLC. | 18,364 | $11.9M | 0.12% | +513+2.9% | Added |
| Advisor OS, LLC | 18,335 | $11.9M | 0.86% | +3,037+19.9% | Added |
| Eagle Strategies LLC | 18,322 | $11.9M | 1.42% | −166−0.9% | Reduced |
| Lee-Kelleher Wealth Management | 18,271 | $11.9M | 7.07% | −106−0.6% | Reduced |
| Paulson Wealth Management Inc. | 18,261 | $11.9M | 2.78% | −50.0% | Reduced |
| Plancorp, LLC | 17,402 | $11.8M | 0.34% | +358+2.1% | Added |
| LSP Investment Advisors, LLC | 18,164 | $11.8M | 8.58% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 18,163 | $11.8M | 10.62% | +16,760+1,194.6% | Added |
| Wealth Dimensions Group, Ltd. | 18,147 | $11.8M | 2.32% | −10.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 18,043 | $11.7M | 1.52% | −796−4.2% | Reduced |
| Monetta Financial Services Inc | 18,000 | $11.7M | 9.08% | −1,000−5.3% | Reduced |
| Second Half Financial Partners, LLC | 17,966 | $11.7M | 5.26% | +288+1.6% | Added |
| Voisard Asset Management Group, Inc. | 17,944 | $11.7M | 2.49% | −324−1.8% | Reduced |
| LMG Wealth Partners, LLC | 17,914 | $11.7M | 2.12% | +40.0% | Added |
| Hillcrest Wealth Advisors - NY, LLC | 17,908 | $11.6M | 4.72% | −460−2.5% | Reduced |
| First International Bank of Israel Ltd. | 17,884 | $11.6M | 3.42% | +783+4.6% | Added |
| Shared Vision Wealth Group LLC | 17,870 | $11.6M | 4.74% | +4,284+31.5% | Added |
| LVM Capital Management Ltd | 17,823 | $11.6M | 1.09% | −1,354−7.1% | Reduced |
| Zevin Asset Management LLC | 17,812 | $11.6M | 1.60% | +388+2.2% | Added |
| Correct Capital Wealth Management | 17,787 | $11.6M | 2.16% | −44,116−71.3% | Reduced |
| Canopy Partners, LLC | 17,781 | $11.6M | 3.97% | 00.0% | Unchanged |
| Gambit Capital Management, LLC | 17,679 | $11.5M | 8.24% | −447−2.5% | Reduced |
| Sage Capital Advisors,llc | 17,637 | $11.5M | 2.66% | +80.0% | Added |
| South Shore Capital Advisors | 17,562 | $11.4M | 8.35% | −23−0.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 17,548 | $11.4M | 0.64% | −2,817−13.8% | Reduced |
| Northstar Asset Management LLC | 17,538 | $11.4M | 2.56% | −140−0.8% | Reduced |
| Principle Wealth Partners LLC | 17,513 | $11.4M | 0.65% | −953−5.2% | Reduced |
| Tandem Financial, LLC | 17,460 | $11.4M | 3.85% | +9,485+118.9% | Added |
| RMR Wealth Builders | 17,486 | $11.4M | 0.90% | −82−0.5% | Reduced |
| CFM Wealth Partners LLC | 17,444 | $11.3M | 1.70% | +471+2.8% | Added |
| KG&L Capital Management,LLC | 17,292 | $11.2M | 8.06% | −2,253−11.5% | Reduced |
| VisionPoint Advisory Group, LLC | 17,283 | $11.2M | 2.12% | −777−4.3% | Reduced |
| Codex Capital Asset Management L.L.C. | 17,270 | $11.2M | 4.34% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 17,187 | $11.2M | 3.04% | +10,062+141.2% | Added |
| Hourglass Capital, LLC | 17,164 | $11.2M | 2.32% | +16,180+1,644.3% | Added |
| Heritage Wealth Advisors | 17,162 | $11.2M | 0.44% | −939−5.2% | Reduced |
| Lynch Investment Planning, LLC | 17,071 | $11.1M | 10.00% | +1,074+6.7% | Added |
| Bridgelight Financial Advisors, Inc. | 17,110 | $11.1M | 9.43% | +69+0.4% | Added |
| Wernau Asset Management Inc. | 17,108 | $11.1M | 11.57% | +160+0.9% | Added |
| Berkshire Asset Management LLC | 17,072 | $11.1M | 0.48% | −314−1.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 17,036 | $11.1M | 3.25% | −351−2.0% | Reduced |
| Weil Company, Inc. | 17,022 | $11.1M | 2.49% | −378−2.2% | Reduced |
| First Eagle Investment Management, LLC | 17,000 | $11.1M | 0.02% | +17,000 | New |
| Cypress Wealth Services, LLC | 16,961 | $11.0M | 1.56% | −889−5.0% | Reduced |
| Vivaldi Capital Management, LLC | 16,945 | $11.0M | 1.52% | −324−1.9% | Reduced |
| Caerus Investment Advisors, LLC | 16,919 | $11.0M | 4.65% | −576−3.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 16,907 | $11.0M | 0.20% | −4,161−19.8% | Reduced |
| Frazier Financial Advisors, LLC | 16,881 | $11.0M | 6.08% | +278+1.7% | Added |
| Northern Financial Advisors Inc | 16,867 | $11.0M | 8.00% | +5,996+55.2% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 16,827 | $10.9M | 4.98% | +634+3.9% | Added |
| E Fund Management Co., Ltd. | 16,827 | $10.9M | 0.33% | +16,827 | New |
| Exencial Wealth Advisors, LLC | 16,786 | $10.9M | 0.34% | −2,847−14.5% | Reduced |
| Jupiter Wealth Management LLC | 14,702 | $10.9M | 4.31% | +410+2.9% | Added |
| Krilogy Financial LLC | 15,553 | $10.9M | 0.35% | −53−0.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 16,772 | $10.9M | 2.18% | −404−2.4% | Reduced |
| Strategic Wealth Advisors LLC | 16,758 | $10.9M | 8.74% | −116−0.7% | Reduced |
| Perbak Capital Partners LLP | 16,753 | $10.9M | 2.68% | −51,003−75.3% | Reduced |
| SpringVest Wealth Management LLC | 16,744 | $10.9M | 7.44% | −309−1.8% | Reduced |
| Sharkey, Howes & Javer | 16,675 | $10.8M | 1.46% | −7,416−30.8% | Reduced |
| Old North State Trust, LLC | 16,665 | $10.8M | 6.44% | +44+0.3% | Added |