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 |
|---|---|---|---|---|---|
| Vienna Asset Management LLC | 9,408 | $6.12M | 4.83% | −2,676−22.1% | Reduced |
| Solano Wealth Investment Advisors LLC | 9,392 | $6.11M | 3.04% | −15−0.2% | Reduced |
| GQG Partners LLC | 9,385 | $6.11M | 0.01% | −40,673−81.3% | Reduced |
| Nautilus Advisors LLC | 9,385 | $6.10M | 4.19% | −210−2.2% | Reduced |
| Richards, Merrill & Peterson, Inc. | 9,383 | $6.10M | 2.24% | −53−0.6% | Reduced |
| Allegheny Financial Group LTD | 9,379 | $6.10M | 0.82% | +10.0% | Added |
| Oder Investment Management, LLC | 9,377 | $6.10M | 4.68% | −437−4.5% | Reduced |
| Invst, LLC | 9,355 | $6.08M | 0.69% | −79−0.8% | Reduced |
| Kearns & Associates LLC | 9,340 | $6.07M | 3.27% | 00.0% | Unchanged |
| White Pine Capital LLC | 9,336 | $6.07M | 1.65% | −590−5.9% | Reduced |
| Barrett & Company, Inc. | 9,318 | $6.06M | 2.09% | +10+0.1% | Added |
| Defined Wealth Management, LLC | 9,298 | $6.05M | 3.54% | −96−1.0% | Reduced |
| Loudon Investment Management, LLC | 9,282 | $6.04M | 3.25% | −120−1.3% | Reduced |
| Garden State Investment Advisory Services LLC | 9,260 | $6.03M | 1.44% | −199−2.1% | Reduced |
| Morris Financial Concepts, Inc. | 9,262 | $6.02M | 2.04% | −89−1.0% | Reduced |
| LJI Wealth Management, LLC | 9,256 | $6.02M | 0.96% | +156+1.7% | Added |
| Vista Capital Partners, Inc. | 9,254 | $6.02M | 0.61% | −94−1.0% | Reduced |
| SGL Investment Advisors, Inc. | 8,138 | $6.02M | 2.26% | +1,346+19.8% | Added |
| FreeGulliver LLC | 9,227 | $6.00M | 2.53% | +195+2.2% | Added |
| London & Capital Asset Management Ltd | 9,214 | $5.99M | 0.07% | −120−1.3% | Reduced |
| Personal Cfo Solutions, LLC | 9,163 | $5.98M | 0.84% | −253−2.7% | Reduced |
| Rossmore Private Capital | 9,150 | $5.97M | 0.53% | −1,359−12.9% | Reduced |
| Arkansas Financial Group, Inc. | 8,791 | $5.94M | 0.83% | +28+0.3% | Added |
| WealthShield Partners, LLC | 9,132 | $5.94M | 0.66% | −79−0.9% | Reduced |
| Excelsior Advisor Network LLC | 9,106 | $5.92M | 2.27% | +50+0.6% | Added |
| Walkner Condon Financial Advisors LLC | 9,101 | $5.92M | 0.78% | −9−0.1% | Reduced |
| Marin Bay Wealth Advisors, LLC | 136,904 | $5.92M | 3.56% | +127,212+1,312.5% | Added |
| Samalin Investment Counsel, LLC | 9,092 | $5.91M | 2.10% | +237+2.7% | Added |
| Woodstock Corp | 9,081 | $5.91M | 0.53% | +195+2.2% | Added |
| Stonebridge Financial Group, LLC | 9,062 | $5.89M | 0.48% | +2,532+38.8% | Added |
| Acropolis Investment Management, LLC | 9,060 | $5.89M | 0.26% | +47+0.5% | Added |
| Orin Green Financial, LLC | 9,057 | $5.89M | 2.42% | −30.0% | Reduced |
| Levin Capital Strategies, L.P. | 9,055 | $5.89M | 0.45% | +30.0% | Added |
| Fogel Capital Management, Inc. | 9,040 | $5.88M | 2.69% | +43+0.5% | Added |
| American National Bank | 9,028 | $5.87M | 0.56% | −303−3.2% | Reduced |
| Red Cedar Investment Management, LLC | 9,025 | $5.87M | 0.61% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 9,010 | $5.86M | 2.68% | +385+4.5% | Added |
| Alpine Global Management, LLC | 9,010 | $5.86M | 0.89% | +6,947+336.7% | Added |
| Fortitude Advisory Group L.L.C. | 9,002 | $5.85M | 2.64% | −645−6.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 8,999 | $5.85M | 1.19% | −707−7.3% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 8,981 | $5.84M | 0.43% | −541−5.7% | Reduced |
| Marietta Wealth Management, LLC | 8,959 | $5.83M | 0.69% | +21+0.2% | Added |
| Aureus Asset Management, LLC | 8,958 | $5.83M | 0.39% | +10.0% | Added |
| Bitterroot Capital Advisors LLC | 8,900 | $5.79M | 3.51% | +15+0.2% | Added |
| Tower Bridge Advisors | 8,879 | $5.77M | 0.56% | +8,879 | New |
| Providence First Trust Co | 8,871 | $5.77M | 2.03% | −983−10.0% | Reduced |
| 111 Capital | 8,867 | $5.77M | 1.42% | −33,575−79.1% | Reduced |
| Storen Legacy Partners, LLC | 8,852 | $5.76M | 1.80% | −125−1.4% | Reduced |
| JDM Financial Group LLC | 8,838 | $5.75M | 2.22% | −20−0.2% | Reduced |
| Beta Wealth Group, Inc. | 8,830 | $5.74M | 2.38% | −1,023−10.4% | Reduced |
| Marks Group Wealth Management, Inc | 8,825 | $5.74M | 0.55% | −745−7.8% | Reduced |
| S.A. Mason LLC | 8,812 | $5.73M | 2.15% | −98−1.1% | Reduced |
| Delta Investment Management, LLC | 8,805 | $5.73M | 1.02% | −320−3.5% | Reduced |
| Concorde Asset Management, LLC | 8,779 | $5.73M | 2.81% | −1,179−11.8% | Reduced |
| Sage Rhino Capital LLC | 8,766 | $5.70M | 1.07% | +17+0.2% | Added |
| Round Rock Advisors, LLC | 8,745 | $5.69M | 0.87% | −3,324−27.5% | Reduced |
| Vision Retirement, LLC | 8,743 | $5.69M | 1.62% | −194−2.2% | Reduced |
| Secure Asset Management, LLC | 8,741 | $5.68M | 0.90% | −2,248−20.5% | Reduced |
| Baker Ellis Asset Management LLC | 8,741 | $5.68M | 0.67% | −76−0.9% | Reduced |
| Wealth Watch Advisors, INC | 8,736 | $5.68M | 2.38% | +1,555+21.7% | Added |
| Stephen J. Garry & Associates, LLC | 8,721 | $5.67M | 4.56% | −421−4.6% | Reduced |
| Castle Rock Wealth Management, LLC | 8,646 | $5.67M | 1.23% | +113+1.3% | Added |
| Visionary Wealth Advisors | 8,712 | $5.67M | 0.25% | +1,054+13.8% | Added |
| Breakwater Investment Management | 8,654 | $5.63M | 2.09% | +30+0.3% | Added |
| Central Valley Advisors, LLC | 8,632 | $5.61M | 1.53% | +115+1.4% | Added |
| Oribel Capital Management, LP | 8,600 | $5.59M | 0.85% | +900+11.7% | Added |
| Fiduciary Planning LLC | 8,575 | $5.58M | 1.68% | −858−9.1% | Reduced |
| Legacy Financial Strategies, LLC | 8,563 | $5.57M | 1.00% | −87−1.0% | Reduced |
| Sightline Wealth Advisors, LLC | 8,550 | $5.56M | 2.35% | +15+0.2% | Added |
| Tiaa Trust, National Association | 8,524 | $5.54M | 0.34% | −259,717−96.8% | Reduced |
| Omnia Family Wealth, LLC | 8,495 | $5.54M | 1.75% | −1,132−11.8% | Reduced |
| Leverty Financial Group, LLC | 8,482 | $5.52M | 1.22% | −428−4.8% | Reduced |
| Baron Wealth Management LLC | 8,481 | $5.52M | 1.65% | −55−0.6% | Reduced |
| Atlas Brown,Inc. | 8,479 | $5.51M | 1.66% | −419−4.7% | Reduced |
| Onyx Bridge Wealth Group LLC | 8,432 | $5.48M | 0.59% | −288−3.3% | Reduced |
| Coordinated Financial Services, Inc. | 8,431 | $5.48M | 3.16% | −101−1.2% | Reduced |
| Goldstone Financial Group, LLC | 8,421 | $5.48M | 0.59% | −426−4.8% | Reduced |
| Bellwether Advisors, LLC | 8,409 | $5.47M | 0.93% | +20.0% | Added |
| W Advisors, LLC | 8,369 | $5.44M | 2.79% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 8,353 | $5.43M | 1.54% | −26−0.3% | Reduced |
| Luminvest Wealth Management LLC | 8,138 | $5.43M | 1.42% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 8,340 | $5.42M | 1.21% | −107−1.3% | Reduced |
| TrustBank | 8,324 | $5.41M | 2.10% | +176+2.2% | Added |
| Arrowroot Family Office, LLC | 8,320 | $5.41M | 1.79% | −279−3.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 8,307 | $5.40M | 0.35% | −231−2.7% | Reduced |
| Richmond Investment Services, LLC | 8,303 | $5.40M | 0.87% | −221−2.6% | Reduced |
| Garrison Point Advisors, LLC | 8,289 | $5.39M | 2.46% | +12+0.1% | Added |
| Baker Boyer National Bank | 8,259 | $5.37M | 1.61% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 8,258 | $5.37M | 0.46% | −537−6.1% | Reduced |
| Hamilton Capital Partners, LLC | 8,248 | $5.36M | 1.67% | +7,380+850.2% | Added |
| Quartz Partners, LLC | 8,229 | $5.35M | 2.07% | −728−8.1% | Reduced |
| CMT Capital Markets Trading GmbH | 8,216 | $5.34M | 2.46% | +7,016+584.7% | Added |
| Northeast Investment Management | 8,205 | $5.34M | 0.22% | −56−0.7% | Reduced |
| ASB Consultores, LLC | 7,370 | $5.33M | 17.76% | −3,058−29.3% | Reduced |
| Wimmer Associates 1, LLC | 8,189 | $5.33M | 2.60% | −238−2.8% | Reduced |
| Parker Investment Management, LLC | 8,187 | $5.32M | 0.81% | −942−10.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 8,187 | $5.32M | 1.34% | −18−0.2% | Reduced |
| Abel Hall, LLC | 8,170 | $5.31M | 1.13% | 00.0% | Unchanged |
| Fell Capital Management | 8,165 | $5.31M | 5.07% | −615−7.0% | Reduced |
| Jackson Wealth Management, LLC | 8,164 | $5.31M | 0.55% | −20.0% | Reduced |