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 |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 14,389 | $9.36M | 0.26% | −545−3.6% | Reduced |
| Cambria Investment Management, L.P. | 14,372 | $9.35M | 0.52% | −4,986−25.8% | Reduced |
| Pinnacle Financial Group, LLC | 14,329 | $9.32M | 2.55% | +225+1.6% | Added |
| Polymer Capital Management (HK) LTD | 14,329 | $9.32M | 1.31% | +3,500+32.3% | Added |
| Gainplan LLC | 14,264 | $9.28M | 6.96% | −133,960−90.4% | Reduced |
| Van Cleef Asset Management,Inc | 14,246 | $9.26M | 1.00% | −425−2.9% | Reduced |
| Vision Financial Markets LLC | 14,225 | $9.25M | 9.03% | +136+1.0% | Added |
| Bedminster, LLC | 14,193 | $9.23M | 8.59% | −410−2.8% | Reduced |
| Towercrest Capital Management | 14,179 | $9.22M | 1.44% | −620−4.2% | Reduced |
| Columbia Asset Management | 14,166 | $9.21M | 1.75% | +274+2.0% | Added |
| Roman Butler Fullerton & Co | 13,582 | $9.18M | 2.52% | −474−3.4% | Reduced |
| Citizens Business Bank | 14,088 | $9.16M | 1.50% | −695−4.7% | Reduced |
| Hedeker Wealth, LLC | 14,088 | $9.16M | 1.93% | −825−5.5% | Reduced |
| Verus Capital Partners, LLC | 14,088 | $9.16M | 0.63% | −3,130−18.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 73,593 | $9.14M | 1.88% | +7,731+11.7% | Added |
| Helen Stephens Group, LLC | 14,035 | $9.13M | 1.82% | +15+0.1% | Added |
| Legacy Trust | 13,992 | $9.10M | 1.74% | −40−0.3% | Reduced |
| Waddell & Associates, LLC | 13,922 | $9.05M | 0.51% | +50.0% | Added |
| BFSG, LLC | 13,874 | $9.02M | 0.86% | −622−4.3% | Reduced |
| Rehmann Capital Advisory Group | 13,855 | $9.01M | 0.47% | −518−3.6% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 13,834 | $9.00M | 0.75% | 00.0% | Unchanged |
| McLaughlin Asset Management, Inc. | 13,816 | $8.99M | 8.59% | −292−2.1% | Reduced |
| Channel Wealth LLC | 13,785 | $8.96M | 2.17% | +769+5.9% | Added |
| Cannon Advisors, Inc. | 13,741 | $8.94M | 6.63% | +185+1.4% | Added |
| Capital Investment Advisory Services, LLC | 13,741 | $8.94M | 0.65% | −64−0.5% | Reduced |
| waypoint wealth counsel | 13,735 | $8.93M | 4.62% | −3,034−18.1% | Reduced |
| Breakthru Advisory Services, LLC | 13,707 | $8.91M | 14.29% | −10.0% | Reduced |
| Massmutual Trust Co FSB | 13,687 | $8.90M | 0.24% | −23,445−63.1% | Reduced |
| Private Client Services, LLC | 13,680 | $8.90M | 2.66% | −3,196−18.9% | Reduced |
| Blueprint Financial Advisors LLC | 13,678 | $8.90M | 1.32% | +2,893+26.8% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 13,676 | $8.89M | 0.43% | +2,902+26.9% | Added |
| Washington Capital Management Inc | 13,671 | $8.89M | 7.51% | 00.0% | Unchanged |
| Frisco Financial Planning LLC | 13,628 | $8.86M | 7.31% | +538+4.1% | Added |
| First Washington CORP | 13,576 | $8.83M | 2.50% | 00.0% | Unchanged |
| Audent Global Asset Management, LLC | 13,536 | $8.83M | 8.81% | −9,435−41.1% | Reduced |
| Zurich Insurance Group Ltd | 13,530 | $8.80M | 0.07% | −2,800−17.1% | Reduced |
| Millington Financial Advisors, LLC | 12,275 | $8.78M | 3.70% | −60.0% | Reduced |
| Canandaigua National Trust Co of Florida | 13,462 | $8.75M | 7.03% | −2,123−13.6% | Reduced |
| Phillips Financial Management, LLC | 13,442 | $8.74M | 0.63% | −511−3.7% | Reduced |
| Cozad Asset Management Inc | 13,435 | $8.74M | 0.69% | +77+0.6% | Added |
| Cypress Capital, LLC | 13,392 | $8.71M | 2.48% | −12,944−49.1% | Reduced |
| NBT Bank N A | 13,390 | $8.71M | 0.57% | +45+0.3% | Added |
| Westmount Partners, LLC | 13,375 | $8.70M | 2.14% | −366−2.7% | Reduced |
| Hartree Partners, LP | 13,360 | $8.69M | 1.88% | +13,360 | New |
| Kesler, Norman & Wride, LLC | 13,351 | $8.68M | 1.50% | −5,257−28.3% | Reduced |
| Macroview Investment Management LLC | 13,298 | $8.65M | 6.04% | +681+5.4% | Added |
| Michels Family Financial, LLC | 13,279 | $8.64M | 6.23% | +297+2.3% | Added |
| Herbst Group, LLC | 13,244 | $8.61M | 5.32% | +1,456+12.4% | Added |
| Glassman Wealth Services | 13,235 | $8.61M | 1.17% | +496+3.9% | Added |
| Intrua Financial, LLC | 13,181 | $8.57M | 0.92% | −2,675−16.9% | Reduced |
| Boston Partners | 13,638 | $8.54M | 0.01% | +375+2.8% | Added |
| Carret Asset Management, LLC | 13,112 | $8.53M | 0.83% | +275+2.1% | Added |
| WBH Advisory Inc | 12,963 | $8.49M | 0.64% | +17+0.1% | Added |
| Certified Advisory Corp | 13,041 | $8.48M | 0.76% | −297−2.2% | Reduced |
| Harvey Partners, LLC | 13,000 | $8.45M | 0.69% | +13,000 | New |
| Ronald Blue Trust, Inc. | 12,990 | $8.45M | 0.10% | −2,169−14.3% | Reduced |
| Laurel Oak Wealth Management, LLC | 12,962 | $8.43M | 1.42% | −379−2.8% | Reduced |
| Iron Financial, LLC | 12,952 | $8.42M | 3.68% | −784−5.7% | Reduced |
| Ruggiero Investments, Inc. | 12,918 | $8.40M | 8.12% | +2,354+22.3% | Added |
| ZWJ Investment Counsel Inc | 12,916 | $8.40M | 0.30% | +2,477+23.7% | Added |
| Montis Financial, LLC | 12,911 | $8.40M | 1.74% | −903−6.5% | Reduced |
| First City Capital Management, Inc. | 12,902 | $8.39M | 4.45% | −39−0.3% | Reduced |
| Warner Group LLC | 12,888 | $8.38M | 5.47% | +797+6.6% | Added |
| Collective Family Office LLC | 12,877 | $8.37M | 1.89% | −177−1.4% | Reduced |
| URS Advisory LLC | 12,875 | $8.37M | 6.12% | +1,459+12.8% | Added |
| Lexington Hill Partners, LLC | 12,871 | $8.37M | 4.74% | +1,082+9.2% | Added |
| Madison Park Capital Advisors, LLC | 12,865 | $8.37M | 6.58% | +297+2.4% | Added |
| AlphaStar Capital Management, LLC | 12,864 | $8.37M | 0.62% | −139−1.1% | Reduced |
| Ignite Planners, LLC | 12,837 | $8.36M | 1.29% | −76−0.6% | Reduced |
| Lowery Thomas, LLC | 12,843 | $8.35M | 4.78% | −507−3.8% | Reduced |
| Latko Wealth Management, Ltd. | 12,842 | $8.35M | 4.07% | −526−3.9% | Reduced |
| Harbor Investment Advisory, LLC | 12,839 | $8.35M | 0.66% | −1,600−11.1% | Reduced |
| Charter Trust Co | 12,737 | $8.28M | 0.48% | +359+2.9% | Added |
| High Probability Advisors, LLC | 12,724 | $8.27M | 1.06% | +10,050+375.8% | Added |
| Nemes Rush Group LLC | 12,723 | $8.27M | 0.79% | −5,510−30.2% | Reduced |
| VMS Asset Management Limited | 12,710 | $8.27M | 5.05% | +12,710 | New |
| Keeler & Nadler Financial Planning & Wealth Management | 12,703 | $8.26M | 2.80% | +1,584+14.2% | Added |
| West Bancorporation Inc | 12,676 | $8.24M | 4.11% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 12,668 | $8.24M | 0.91% | −62−0.5% | Reduced |
| Brightwater Advisory LLC | 12,666 | $8.24M | 5.45% | −176−1.4% | Reduced |
| Capital Wealth Management, LLC | 12,576 | $8.18M | 2.21% | +96+0.8% | Added |
| Essential Planning, LLC. | 12,568 | $8.17M | 2.60% | +2,425+23.9% | Added |
| Farmers & Merchants Investments Inc | 12,534 | $8.15M | 0.22% | −20.0% | Reduced |
| One Day In July LLC | 12,513 | $8.14M | 0.65% | +1,415+12.8% | Added |
| Topsail Wealth Management, LLC | 12,510 | $8.14M | 1.20% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 11,961 | $8.13M | 0.08% | +853+7.7% | Added |
| Covenant Asset Management, LLC | 12,475 | $8.11M | 1.66% | −130−1.0% | Reduced |
| Burns J W & Co Inc | 12,463 | $8.11M | 0.93% | −318−2.5% | Reduced |
| WealthPlan Investment Management, LLC | 12,421 | $8.08M | 0.45% | +359+3.0% | Added |
| Petros Family Wealth, LLC | 12,411 | $8.07M | 5.75% | +879+7.6% | Added |
| Autumn Glory Partners, LLC | 12,399 | $8.06M | 2.97% | −634−4.9% | Reduced |
| Key Client Fiduciary Advisors, LLC | 12,394 | $8.06M | 2.77% | +32+0.3% | Added |
| Blueshift Asset Management, LLC | 12,388 | $8.06M | 2.44% | −20,284−62.1% | Reduced |
| Corundum Group, Inc. | 12,387 | $8.06M | 2.69% | +110+0.9% | Added |
| Old Second National Bank of Aurora | 12,383 | $8.05M | 1.66% | −629−4.8% | Reduced |
| Redwood Park Advisors LLC | 12,381 | $8.05M | 5.96% | −14−0.1% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 12,378 | $8.05M | 1.92% | +98+0.8% | Added |
| Kanawha Capital Management LLC | 12,375 | $8.05M | 0.57% | +134+1.1% | Added |
| GWN Securities Inc. | 12,354 | $8.03M | 1.54% | −931−7.0% | Reduced |
| Jackson Square Capital, LLC | 12,350 | $8.03M | 1.68% | −3,080−20.0% | Reduced |