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 |
|---|---|---|---|---|---|
| Jackson Hole Capital Partners, LLC | 12,350 | $8.03M | 1.33% | −430−3.4% | Reduced |
| Successful Portfolios LLC | 12,515 | $8.02M | 4.42% | −422−3.3% | Reduced |
| Atlas Capital Advisors LLC | 12,307 | $8.00M | 0.92% | −30.0% | Reduced |
| Paragon Capital Management Ltd | 12,280 | $7.99M | 1.68% | −477−3.7% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 12,275 | $7.98M | 2.09% | −329−2.6% | Reduced |
| Madrid Financial Services | 12,271 | $7.98M | 4.71% | +124+1.0% | Added |
| Surience Private Wealth LLC | 12,210 | $7.94M | 8.52% | +1,163+10.5% | Added |
| Sitrin Capital Management LLC | 12,158 | $7.93M | 3.97% | −1,434−10.6% | Reduced |
| Leo Wealth, LLC | 12,147 | $7.90M | 0.57% | −196−1.6% | Reduced |
| Annex Advisory Services, LLC | 12,128 | $7.89M | 0.15% | −269−2.2% | Reduced |
| World Equity Group, Inc. | 12,089 | $7.86M | 2.04% | −238−1.9% | Reduced |
| Clark Capital Management Group, Inc. | 12,076 | $7.85M | 0.05% | +5,642+87.7% | Added |
| Guardian Partners Inc. | 12,040 | $7.85M | 0.65% | +37+0.3% | Added |
| Aspire Capital Advisors LLC | 12,027 | $7.82M | 1.76% | −170−1.4% | Reduced |
| Edgewood Management LLC | 12,019 | $7.82M | 0.05% | −1,661−12.1% | Reduced |
| Ssa Swiss Advisors AG | 11,999 | $7.80M | 3.62% | +1,445+13.7% | Added |
| Colorado Capital Management, Inc. | 11,992 | $7.80M | 2.91% | −309−2.5% | Reduced |
| American Trust | 11,987 | $7.80M | 0.69% | −501−4.0% | Reduced |
| F/M Investments LLC | 11,979 | $7.79M | 0.52% | −3,025−20.2% | Reduced |
| RFG Advisory, LLC | 11,952 | $7.77M | 0.14% | −793−6.2% | Reduced |
| Naples Global Advisors, LLC | 11,908 | $7.77M | 0.57% | +1,973+19.9% | Added |
| Confluence Investment Management LLC | 11,922 | $7.75M | 0.12% | −3,801−24.2% | Reduced |
| Fortress Wealth Group, LLC | 11,760 | $7.75M | 2.93% | −592−4.8% | Reduced |
| Green Harvest Asset Management LLC | 11,909 | $7.74M | 0.12% | −825−6.5% | Reduced |
| Peregrine Asset Advisers, Inc. | 11,903 | $7.74M | 2.08% | −372−3.0% | Reduced |
| Providence Financial Advisors, LLC | 11,894 | $7.74M | 4.41% | −1,012−7.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 11,881 | $7.73M | 0.16% | −2,311−16.3% | Reduced |
| Aegis Wealth Management LLC | 11,874 | $7.72M | 4.42% | −1,992−14.4% | Reduced |
| Bank of New Hampshire | 11,849 | $7.71M | 1.76% | −35−0.3% | Reduced |
| Mizuho Securities USA LLC | 11,846 | $7.70M | 0.18% | −1,375,988−99.1% | Reduced |
| KFA Private Wealth Group, LLC | 11,844 | $7.70M | 1.85% | −243−2.0% | Reduced |
| DBK Financial Counsel, LLC | 11,829 | $7.69M | 5.82% | −97−0.8% | Reduced |
| Joseph P. Lucia & Associates, LLC | 11,777 | $7.68M | 2.74% | +333+2.9% | Added |
| Blue Fin Capital, Inc. | 11,778 | $7.66M | 1.26% | +58+0.5% | Added |
| Truepoint, Inc. | 11,774 | $7.66M | 0.17% | −10−0.1% | Reduced |
| Vigilare Wealth Management | 11,756 | $7.65M | 2.58% | −8,607−42.3% | Reduced |
| OmniStar Financial Group, Inc. | 11,749 | $7.64M | 3.96% | −1,766−13.1% | Reduced |
| Kraft, Davis & Associates, LLC | 10,624 | $7.63M | 1.63% | +1,381+14.9% | Added |
| Coastwise Capital Group, LLC | 11,714 | $7.62M | 4.23% | −284−2.4% | Reduced |
| Ameliora Wealth Management Ltd. | 11,699 | $7.61M | 2.43% | −428−3.5% | Reduced |
| Sage Capital Management, LLC | 11,681 | $7.60M | 3.57% | −631−5.1% | Reduced |
| Rossby Financial, LCC | 11,586 | $7.59M | 1.59% | +10,087+672.9% | Added |
| GatePass Capital, LLC | 11,674 | $7.59M | 3.69% | +1,996+20.6% | Added |
| Botty Investors LLC | 11,636 | $7.59M | 1.81% | +140+1.2% | Added |
| Elyxium Wealth, LLC | 11,609 | $7.55M | 2.42% | −130−1.1% | Reduced |
| Tandem Investment Partners LLC | 11,573 | $7.53M | 6.38% | −313−2.6% | Reduced |
| Capital Asset Advisory Services LLC | 10,605 | $7.52M | 0.29% | +1,606+17.8% | Added |
| Linscomb & Williams, Inc. | 11,554 | $7.51M | 0.33% | −1,952−14.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 11,489 | $7.47M | 0.36% | +186+1.6% | Added |
| Jump Financial, LLC | 11,451 | $7.45M | 0.11% | −144,736−92.7% | Reduced |
| Stronghold Wealth Management L.L.C. | 11,448 | $7.45M | 11.25% | +132+1.2% | Added |
| Cornerstone Advisors Asset Management, LLC | 11,447 | $7.44M | 1.15% | −20−0.2% | Reduced |
| M.D. Sass Investors Services, Inc. | 11,440 | $7.44M | 0.56% | −360−3.1% | Reduced |
| Camelot Technology Advisors, Inc. | 11,426 | $7.43M | 5.46% | +462+4.2% | Added |
| Clear Street Markets LLC | 11,417 | $7.42M | 3.61% | +8,617+307.8% | Added |
| Centennial Bank | 11,405 | $7.42M | 2.66% | −95−0.8% | Reduced |
| Triglav Skladi, D.O.O. | 11,378 | $7.40M | 0.52% | −7,654−40.2% | Reduced |
| Garde Capital, Inc. | 11,373 | $7.40M | 0.44% | −155−1.3% | Reduced |
| Port Capital LLC | 11,355 | $7.38M | 0.33% | +150+1.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 11,348 | $7.38M | 0.76% | −426−3.6% | Reduced |
| Bragg Financial Advisors, Inc | 11,344 | $7.38M | 0.23% | +46+0.4% | Added |
| New Republic Capital, LLC | 11,343 | $7.38M | 2.49% | +341+3.1% | Added |
| Schneider Downs Wealth Management Advisors, LP | 11,343 | $7.38M | 0.81% | +93+0.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 11,262 | $7.32M | 0.41% | +3,290+41.3% | Added |
| Caliber Wealth Management, LLC | 11,262 | $7.32M | 0.80% | −1,983−15.0% | Reduced |
| Seelaus Asset Management LLC | 11,389 | $7.30M | 5.26% | +2,028+21.7% | Added |
| BTC Capital Management, Inc. | 11,227 | $7.30M | 0.49% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 11,211 | $7.29M | 3.22% | −1,295−10.4% | Reduced |
| Everhart Financial Group, Inc. | 11,199 | $7.28M | 0.62% | +9,002+409.7% | Added |
| Market Street Wealth Management Advisors LLC | 11,185 | $7.27M | 1.15% | −12−0.1% | Reduced |
| Ashford Capital Management Inc | 11,169 | $7.26M | 0.90% | 00.0% | Unchanged |
| NDWM LLC | 11,118 | $7.23M | 4.69% | −32,984−74.8% | Reduced |
| SkyView Investment Advisors, LLC | 11,115 | $7.23M | 0.97% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 11,100 | $7.22M | 7.00% | −62,400−84.9% | Reduced |
| Well Done, LLC | 11,066 | $7.20M | 1.06% | −275−2.4% | Reduced |
| Alta Wealth Advisors LLC | 11,023 | $7.17M | 2.33% | −1,026−8.5% | Reduced |
| New Age Alpha Advisors, LLC | 11,011 | $7.16M | 0.33% | +1,018+10.2% | Added |
| Howe & Rusling Inc | 11,001 | $7.15M | 0.47% | −4,395−28.5% | Reduced |
| Point Break Capital Management, LLC | 11,000 | $7.15M | 8.13% | +11,000 | New |
| Summa Corp. | 10,993 | $7.15M | 2.96% | +9,333+562.2% | Added |
| Syon Capital LLC | 10,992 | $7.15M | 0.36% | +1,672+17.9% | Added |
| Ibex Wealth Advisors | 10,990 | $7.15M | 0.67% | −501−4.4% | Reduced |
| Intact Investment Management Inc. | 10,985 | $7.14M | 0.20% | 00.0% | Unchanged |
| TL Private Wealth | 10,499 | $7.13M | 2.82% | +40.0% | Added |
| Morton Capital Management LLC | 10,950 | $7.12M | 1.06% | +1,268+13.1% | Added |
| QRG Capital Management, Inc. | 10,936 | $7.11M | 0.07% | +2,687+32.6% | Added |
| Seven Mile Advisory | 10,932 | $7.11M | 5.13% | −601−5.2% | Reduced |
| Roger Wittlin Investment Advisory, LLC | 10,924 | $7.10M | 5.81% | −1,897−14.8% | Reduced |
| Maseco LLP | 10,924 | $7.10M | 0.22% | +212+2.0% | Added |
| Selby Wealth Management, LLC | 10,922 | $7.10M | 2.80% | −540−4.7% | Reduced |
| Sterneck Capital Management, LLC | 10,920 | $7.10M | 3.19% | +444+4.2% | Added |
| CVFG LLC | 10,908 | $7.09M | 0.88% | −2,359−17.8% | Reduced |
| Daybright Advisory Services, Inc. | 10,862 | $7.06M | 1.96% | +272+2.6% | Added |
| Balentine LLC | 10,861 | $7.06M | 0.28% | −523−4.6% | Reduced |
| Cypress Capital Advisors, LLC | 10,860 | $7.06M | 3.83% | −3,976−26.8% | Reduced |
| Gillespie Robinson & Grimm Inc | 10,860 | $7.06M | 0.51% | −32−0.3% | Reduced |
| Canoe Financial LP | 6,555 | $7.06M | 0.10% | −5,444−45.4% | Reduced |
| High Net Worth Advisory Group LLC | 10,856 | $7.06M | 1.65% | −100−0.9% | Reduced |
| Clear Creek Financial Management, LLC | 10,831 | $7.05M | 0.54% | +387+3.7% | Added |
| Plotkin Financial Advisors, LLC | 10,828 | $7.04M | 3.54% | +744+7.4% | Added |