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 |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | 16,646 | $10.8M | 0.00% | −703−4.1% | Reduced |
| Spears Abacus Advisors LLC | 16,629 | $10.8M | 0.21% | −296−1.7% | Reduced |
| Coastal Bridge Advisors, LLC | 16,604 | $10.8M | 0.76% | +749+4.7% | Added |
| Ameritas Investment Partners, Inc. | 16,598 | $10.8M | 0.33% | −2,467−12.9% | Reduced |
| Lewis Asset Management, LLC | 16,516 | $10.7M | 4.39% | +98+0.6% | Added |
| Peddock Capital Advisors, LLC | 16,486 | $10.7M | 2.36% | −48−0.3% | Reduced |
| Godsey & Gibb Associates | 16,444 | $10.7M | 0.93% | −237−1.4% | Reduced |
| Financial Advisory Service, Inc. | 16,425 | $10.7M | 0.67% | +1,044+6.8% | Added |
| Perennial Advisors, LLC | 11,912 | $10.7M | 1.82% | −377−3.1% | Reduced |
| State of Alaska, Department of Revenue | 16,405 | $10.7M | 0.12% | −140−0.8% | Reduced |
| Legacy Edge Advisors, LLC | 16,399 | $10.7M | 1.12% | −853−4.9% | Reduced |
| Ehrenkranz Partners L.P. | 16,383 | $10.7M | 8.43% | +6,407+64.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 16,382 | $10.7M | 0.31% | −337−2.0% | Reduced |
| Planning Alternatives Ltd | 16,365 | $10.6M | 1.37% | −9−0.1% | Reduced |
| Peak Asset Management, LLC | 16,306 | $10.6M | 1.87% | −231−1.4% | Reduced |
| Northeast Financial Group, Inc. | 16,234 | $10.6M | 2.81% | −5,346−24.8% | Reduced |
| Mount Capital Ltd | 16,200 | $10.5M | 4.25% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 16,178 | $10.5M | 0.42% | +80.0% | Added |
| Panagora Asset Management Inc | 16,157 | $10.5M | 0.04% | +4,162+34.7% | Added |
| Farringdon Capital, Ltd. | 16,157 | $10.5M | 2.30% | +16,157 | New |
| Greenwood Gearhart Inc | 16,119 | $10.5M | 0.57% | +508+3.3% | Added |
| Courier Capital LLC | 16,080 | $10.5M | 0.58% | +106+0.7% | Added |
| Exchange Traded Concepts, LLC | 16,043 | $10.4M | 0.08% | +16,001+38,097.6% | Added |
| RWM Asset Management, LLC | 16,040 | $10.4M | 1.14% | +5,094+46.5% | Added |
| Keystone Wealth Services, LLC | 16,010 | $10.4M | 2.23% | −113−0.7% | Reduced |
| Norden Group LLC | 15,999 | $10.4M | 1.00% | +204+1.3% | Added |
| Perfromance Wealth Partners, LLC | 15,988 | $10.4M | 0.30% | −103−0.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 15,955 | $10.4M | 1.68% | +810+5.3% | Added |
| Next Level Private LLC | 15,953 | $10.4M | 2.34% | +253+1.6% | Added |
| Sigma Investment Counselors Inc | 15,931 | $10.4M | 0.55% | −157−1.0% | Reduced |
| Garrett Investment Advisors LLC | 15,922 | $10.4M | 0.82% | 00.0% | Unchanged |
| Financial Concepts Unlimited, Inc. | 15,921 | $10.4M | 9.28% | +15,921 | New |
| Accent Capital Management, LLC | 15,869 | $10.3M | 5.02% | −530−3.2% | Reduced |
| Money Concepts Capital Corp | 15,881 | $10.3M | 0.57% | +3,383+27.1% | Added |
| Rational Advisors LLC | 15,878 | $10.3M | 1.05% | +5,118+47.6% | Added |
| Waterloo Capital, L.P. | 15,829 | $10.3M | 0.72% | −753−4.5% | Reduced |
| CMG Global Holdings, LLC | 15,793 | $10.3M | 4.89% | −45−0.3% | Reduced |
| Triumph Capital Management | 15,713 | $10.2M | 2.09% | −184−1.2% | Reduced |
| Valmark Advisers, Inc. | 15,753 | $10.2M | 0.12% | +856+5.7% | Added |
| Forum Financial Management, LP | 15,743 | $10.2M | 0.14% | −860−5.2% | Reduced |
| Goelzer Investment Management, Inc. | 15,670 | $10.2M | 0.49% | +1,930+14.0% | Added |
| Abound Wealth Management | 15,662 | $10.2M | 2.31% | −82−0.5% | Reduced |
| Equity Wealth Partners, LLC | 15,626 | $10.2M | 6.57% | −649−4.0% | Reduced |
| First Foundation Advisors | 15,620 | $10.2M | 0.41% | −421−2.6% | Reduced |
| Blueprint Investment Partners LLC | 15,573 | $10.1M | 1.03% | +2,672+20.7% | Added |
| Banque Cantonale Vaudoise | 15,547 | $10.1M | 0.38% | −6,351−29.0% | Reduced |
| St. Johns Investment Management Company, LLC | 15,473 | $10.1M | 4.23% | −116−0.7% | Reduced |
| Summit Wealth Partners, LLC | 15,439 | $10.0M | 1.59% | +3,714+31.7% | Added |
| Tactive Advisors, LLC | 15,435 | $10.0M | 2.83% | −182−1.2% | Reduced |
| Venturi Wealth Management, LLC | 15,434 | $10.0M | 0.45% | +89+0.6% | Added |
| Midwest Financial Network, LLC | 15,420 | $10.0M | 7.97% | +8,598+126.0% | Added |
| TCI Wealth Advisors, Inc. | 15,361 | $9.99M | 0.53% | +261+1.7% | Added |
| ASL Financial, LLC | 15,357 | $9.99M | 7.98% | −912−5.6% | Reduced |
| Ackerman Asset Management, LLC | 15,349 | $9.98M | 6.97% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 15,262 | $9.93M | 1.38% | +183+1.2% | Added |
| Verity Asset Management, Inc. | 15,210 | $9.89M | 4.15% | −7,767−33.8% | Reduced |
| Triad Wealth Partners, LLC | 15,201 | $9.89M | 0.78% | +2,249+17.4% | Added |
| Darrow Company, Inc. | 15,173 | $9.87M | 4.44% | +4,802+46.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,170 | $9.87M | 1.21% | −243−1.6% | Reduced |
| Diversified Enterprises, LLC | 15,161 | $9.86M | 0.54% | −1,875−11.0% | Reduced |
| Ascent Wealth Partners, LLC | 15,135 | $9.84M | 1.14% | −4,625−23.4% | Reduced |
| Community Bank, N.A. | 15,122 | $9.83M | 1.17% | −369−2.4% | Reduced |
| Roundview Capital LLC | 15,114 | $9.83M | 0.61% | −320−2.1% | Reduced |
| Benjamin Joseph Floyd Dba Floyd Capital Management | 15,090 | $9.81M | 100.00% | −60,330−80.0% | Reduced |
| Atlas Legacy Advisors, LLC | 15,082 | $9.81M | 1.79% | +5,552+58.3% | Added |
| Global Strategic Investment Solutions, LLC | 15,051 | $9.79M | 0.96% | −16−0.1% | Reduced |
| Warwick Investment Management, Inc. | 15,033 | $9.78M | 1.42% | +284+1.9% | Added |
| Global Trust Asset Management, LLC | 15,021 | $9.77M | 3.74% | +131+0.9% | Added |
| Cordant, Inc. | 15,017 | $9.77M | 3.96% | −2,185−12.7% | Reduced |
| International Private Wealth Advisors LLC | 15,017 | $9.77M | 5.97% | −1,549−9.4% | Reduced |
| Paragon Associates & Paragon Associates II Joint Venture | 15,000 | $9.76M | 13.26% | +15,000 | New |
| Wilmar Advisors LLC | 15,000 | $9.76M | 8.43% | 00.0% | Unchanged |
| Spruce Point Capital Management, LLC | 15,000 | $9.76M | 13.04% | +2,200+17.2% | Added |
| Brigade Capital Management, LP | 15,000 | $9.75M | 6.88% | +15,000 | New |
| Seeds Investor LLC | 14,034 | $9.75M | 1.33% | −2,974−17.5% | Reduced |
| Estate Planners Group, LLC | 14,978 | $9.74M | 4.68% | −211−1.4% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 14,939 | $9.72M | 3.50% | −1,202−7.4% | Reduced |
| Voya Investment Management LLC | 14,904 | $9.69M | 0.01% | −1,586−9.6% | Reduced |
| GenWealth Group, Inc. | 14,852 | $9.66M | 1.65% | −70−0.5% | Reduced |
| New Wave Wealth Advisors LLC | 14,800 | $9.65M | 3.38% | +508+3.6% | Added |
| SeaCrest Wealth Management, LLC | 14,822 | $9.64M | 1.03% | −575−3.7% | Reduced |
| Wealth Alliance | 14,819 | $9.64M | 0.95% | −947−6.0% | Reduced |
| Main Street Financial Solutions, LLC | 14,814 | $9.63M | 0.70% | −1,495−9.2% | Reduced |
| Palladiem, LLC | 14,131 | $9.61M | 9.17% | −78−0.5% | Reduced |
| XY Planning Network, Inc. | 14,653 | $9.60M | 1.53% | +43+0.3% | Added |
| Hoxton Planning & Management, LLC | 14,760 | $9.60M | 2.88% | +667+4.7% | Added |
| Nelson Capital Management, LLC | 14,760 | $9.60M | 1.17% | −288−1.9% | Reduced |
| Wealth High Governance Asset Management Ltda. | 14,747 | $9.59M | 1.50% | +84+0.6% | Added |
| Industrial Alliance Investment Management Inc. | 14,737 | $9.58M | 5.73% | −6,728−31.3% | Reduced |
| Bolthouse Investments, LLC | 14,707 | $9.56M | 8.65% | +503+3.5% | Added |
| Assetmark, Inc | 14,684 | $9.55M | 0.02% | −1,245−7.8% | Reduced |
| Invesco Ltd. | 14,674 | $9.54M | 0.00% | +2,055+16.3% | Added |
| Plum Street Advisors, LLC | 14,593 | $9.49M | 3.29% | +165+1.1% | Added |
| Pacific Financial Group Inc | 14,505 | $9.45M | 5.09% | −981−6.3% | Reduced |
| First American Bank | 14,528 | $9.45M | 0.59% | −330−2.2% | Reduced |
| Quadrant Private Wealth Management, LLC | 14,404 | $9.39M | 1.45% | +1,078+8.1% | Added |
| Beacon Advisors Holdings, LLC | 14,440 | $9.39M | 5.02% | −262−1.8% | Reduced |
| Etesian Wealth Advisors, Inc. | 14,432 | $9.39M | 2.99% | +177+1.2% | Added |
| Endeavor Private Wealth, Inc. | 14,397 | $9.36M | 2.69% | +872+6.4% | Added |
| Formulate Financial LLC | 14,396 | $9.36M | 11.56% | +330+2.3% | Added |