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 |
|---|---|---|---|---|---|
| Lifeworks Advisors, LLC | 10,793 | $7.02M | 0.90% | +143+1.3% | Added |
| Founders Financial Alliance, LLC | 10,792 | $7.02M | 1.26% | +310+3.0% | Added |
| LCW Services, LLC | 10,785 | $7.01M | 3.49% | −1,612−13.0% | Reduced |
| Aurora Private Wealth, Inc. | 10,437 | $7.00M | 4.98% | −20−0.2% | Reduced |
| Cliffwater LLC | 10,752 | $6.99M | 1.85% | −1,452−11.9% | Reduced |
| Monticello Wealth Management, LLC | 10,725 | $6.98M | 0.45% | +15+0.1% | Added |
| Guidance Point Advisors, LLC | 10,704 | $6.97M | 1.65% | +202+1.9% | Added |
| Bridges Investment Management Inc | 10,686 | $6.95M | 0.09% | +91+0.9% | Added |
| Armbruster Capital Management, Inc. | 10,657 | $6.93M | 1.14% | +310+3.0% | Added |
| Checchi Capital Advisers, LLC | 10,628 | $6.91M | 0.47% | −372−3.4% | Reduced |
| Cypress Financial Planning LLC | 10,579 | $6.88M | 1.92% | −57−0.5% | Reduced |
| Wick Capital Partners, LLC | 10,574 | $6.88M | 1.26% | −107−1.0% | Reduced |
| NWF Advisory Services Inc. | 10,570 | $6.87M | 0.78% | +211+2.0% | Added |
| Drexel Morgan & Co. | 10,561 | $6.87M | 1.01% | −350−3.2% | Reduced |
| Tempus Wealth Planning, LLC | 10,560 | $6.87M | 1.58% | −30−0.3% | Reduced |
| Ascent Group, LLC | 10,555 | $6.86M | 0.24% | +270+2.6% | Added |
| Cove Private Wealth, LLC | 10,503 | $6.83M | 1.55% | +3,771+56.0% | Added |
| LCNB Corp | 10,496 | $6.83M | 2.29% | +897+9.3% | Added |
| Founders Capital Management | 10,481 | $6.82M | 3.33% | −86−0.8% | Reduced |
| Piedmont Capital Management, LLC | 10,473 | $6.81M | 4.54% | 00.0% | Unchanged |
| Patten Group, Inc. | 10,470 | $6.81M | 1.18% | −886−7.8% | Reduced |
| Quent Capital, LLC | 10,445 | $6.79M | 0.48% | −2,742−20.8% | Reduced |
| OneAscent Financial Services LLC | 10,437 | $6.79M | 0.37% | +1,345+14.8% | Added |
| Oliver Luxxe Assets LLC | 10,402 | $6.77M | 1.01% | −296−2.8% | Reduced |
| Asset Dedication, LLC | 10,371 | $6.74M | 0.47% | −1,672−13.9% | Reduced |
| Corsicana & Co. | 12,055 | $6.74M | 4.27% | +389+3.3% | Added |
| Old Mission Investment Co LLC | 10,338 | $6.74M | 1.57% | +30.0% | Added |
| Florida Financial Advisors, LLC | 10,348 | $6.73M | 1.61% | −328−3.1% | Reduced |
| TruNorth Capital Management, LLC | 10,342 | $6.73M | 1.29% | −23−0.2% | Reduced |
| Amplius Wealth Advisors, LLC | 10,304 | $6.70M | 0.56% | −8−0.1% | Reduced |
| Abacus Wealth Partners, LLC | 10,280 | $6.69M | 0.61% | +2,160+26.6% | Added |
| RK Capital Management, LLC | 10,263 | $6.67M | 15.34% | −40.0% | Reduced |
| Sharper & Granite LLC | 10,248 | $6.66M | 2.28% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 10,217 | $6.64M | 1.50% | −24−0.2% | Reduced |
| Novak & Powell Financial Services, Inc. | 10,214 | $6.64M | 3.58% | +17+0.2% | Added |
| Forty-three Eighteen Advisors, LLC | 10,207 | $6.64M | 5.00% | 00.0% | Unchanged |
| Colony Family Offices, LLC | 10,171 | $6.63M | 1.64% | +460+4.7% | Added |
| Lazard Asset Management LLC | 10,195 | $6.63M | 0.01% | −4,071−28.5% | Reduced |
| Price T Rowe Associates Inc | 10,178 | $6.62M | 0.00% | +6,220+157.2% | Added |
| Acadian Asset Management LLC | 10,166 | $6.61M | 0.01% | −144−1.4% | Reduced |
| Strategy Asset Managers LLC | 10,161 | $6.61M | 1.08% | −688−6.3% | Reduced |
| Dale Q Rice Investment Management Ltd | 10,159 | $6.61M | 5.01% | −101−1.0% | Reduced |
| Hyposwiss Advisors SA | 10,132 | $6.59M | 6.51% | +752+8.0% | Added |
| Crews Bank & Trust | 10,121 | $6.58M | 0.95% | −9−0.1% | Reduced |
| Stone Wealth Partners | 10,090 | $6.58M | 5.91% | −155−1.5% | Reduced |
| Ellenbecker Investment Group | 10,110 | $6.58M | 0.89% | −154−1.5% | Reduced |
| Shoker Investment Counsel, Inc. | 10,107 | $6.57M | 1.95% | −728−6.7% | Reduced |
| Praxis Capital Management LLC | 10,100 | $6.57M | 15.34% | +1,500+17.4% | Added |
| Clare Market Investments LLC | 10,077 | $6.55M | 1.37% | +10,077 | New |
| Hohimer Wealth Management, LLC | 10,077 | $6.55M | 0.80% | −246−2.4% | Reduced |
| Smithfield Trust Co | 10,054 | $6.54M | 0.28% | −48−0.5% | Reduced |
| Willis Johnson & Associates, Inc. | 10,048 | $6.53M | 0.38% | −68−0.7% | Reduced |
| Ducere Wealth Management LLC | 10,043 | $6.53M | 2.60% | +2,833+39.3% | Added |
| SageView Advisory Group, LLC | 10,023 | $6.52M | 0.24% | −659−6.2% | Reduced |
| Genesee Capital Advisors, LLC | 9,997 | $6.50M | 2.72% | −167−1.6% | Reduced |
| MorganRosel Wealth Management, LLC | 9,983 | $6.49M | 2.56% | −8,255−45.3% | Reduced |
| Peoples Bank | 9,973 | $6.49M | 3.98% | −347−3.4% | Reduced |
| Traynor Capital Management, Inc. | 10,237 | $6.47M | 0.39% | +1,220+13.5% | Added |
| OakTrust Wealth Advisors, LLC | 9,931 | $6.46M | 5.88% | +1,259+14.5% | Added |
| Iowa State Bank | 9,924 | $6.45M | 1.19% | −482−4.6% | Reduced |
| HCR Wealth Advisors | 9,920 | $6.45M | 0.67% | +236+2.4% | Added |
| Bay Rivers Group | 9,888 | $6.43M | 2.68% | +177+1.8% | Added |
| Continuum Advisory, LLC | 9,886 | $6.43M | 0.62% | +37+0.4% | Added |
| USAdvisors Wealth Management, LLC | 10,168 | $6.43M | 2.14% | +90+0.9% | Added |
| SIH Partners, LLLP | 9,880 | $6.43M | 0.20% | +9,880 | New |
| KKM Financial LLC | 9,409 | $6.42M | 1.14% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 9,859 | $6.41M | 1.13% | −229−2.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 9,834 | $6.40M | 0.02% | −131−1.3% | Reduced |
| Private Capital Management, LLC | 9,811 | $6.38M | 0.65% | +226+2.4% | Added |
| Limestone Investment Advisors LP | 9,800 | $6.37M | 3.13% | −344−3.4% | Reduced |
| My Personal CFO, LLC | 9,792 | $6.37M | 2.79% | +110+1.1% | Added |
| Asset Advisory Group, Inc. | 9,764 | $6.35M | 3.19% | +20+0.2% | Added |
| Weaver Capital Management LLC | 9,754 | $6.34M | 1.38% | −11−0.1% | Reduced |
| FIL Ltd | 9,754 | $6.34M | 0.00% | −63,142−86.6% | Reduced |
| Macro Advisors, Inc. | 9,733 | $6.33M | 2.61% | +9,733 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,733 | $6.33M | 0.36% | −685−6.6% | Reduced |
| Legacy Wealth Management, Inc | 9,714 | $6.32M | 0.37% | +30.0% | Added |
| LRI Investments, LLC | 9,700 | $6.31M | 0.56% | +37+0.4% | Added |
| Legacy Wealth Partners, LLC | 9,685 | $6.30M | 1.58% | −27,410−73.9% | Reduced |
| Mosaic Family Wealth Partners, LLC | 9,665 | $6.29M | 0.64% | +318+3.4% | Added |
| Fusion Family Wealth LLC | 9,633 | $6.26M | 0.47% | −20.0% | Reduced |
| Guyasuta Investment Advisors Inc | 9,630 | $6.26M | 0.36% | −361−3.6% | Reduced |
| GAMMA Investing LLC | 9,629 | $6.26M | 0.29% | −863−8.2% | Reduced |
| Creative Financial Designs Inc | 9,593 | $6.24M | 0.38% | −383−3.8% | Reduced |
| Heritage Investment Group, Inc. | 9,593 | $6.24M | 0.94% | +2,036+26.9% | Added |
| Vanguard Advisers Inc | 9,583 | $6.23M | 0.02% | +9,583 | New |
| Orca Investment Management, LLC | 9,571 | $6.22M | 5.29% | −36−0.4% | Reduced |
| AXS Investments LLC | 9,543 | $6.21M | 2.51% | +284+3.1% | Added |
| Chicago Wealth Management, Inc. | 9,542 | $6.21M | 2.48% | +3,723+64.0% | Added |
| Veracity Capital LLC | 9,520 | $6.19M | 2.21% | −2,693−22.1% | Reduced |
| American Institute for Advanced Investment Management, LLP | 9,512 | $6.19M | 4.01% | −83−0.9% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,501 | $6.18M | 2.86% | +7,477+369.4% | Added |
| Royal Fund Management, LLC | 9,474 | $6.17M | 0.59% | −21,649−69.6% | Reduced |
| Curry Webb Wealth Management LLC | 9,480 | $6.17M | 2.91% | −842−8.2% | Reduced |
| Evernest Financial Advisors, LLC | 8,619 | $6.16M | 1.28% | 00.0% | Unchanged |
| Range Advisory, LLC | 9,472 | $6.16M | 1.14% | +513+5.7% | Added |
| HORAN Wealth, LLC | 9,343 | $6.14M | 0.58% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 9,440 | $6.14M | 1.81% | +61+0.7% | Added |
| Madison Wealth Partners, Inc | 9,430 | $6.13M | 0.98% | +258+2.8% | Added |
| GSG Advisors LLC | 9,422 | $6.13M | 1.59% | +209+2.3% | Added |