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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| WPWealth LLP | 8,147 | $5.30M | 0.81% | −176−2.1% | Reduced |
| Pines Wealth Management, LLC | 8,127 | $5.29M | 1.71% | +228+2.9% | Added |
| Smith, Salley & Associates | 8,125 | $5.28M | 0.27% | −3,907−32.5% | Reduced |
| Invenio Wealth Partners LLC | 8,115 | $5.28M | 2.10% | −3,009−27.0% | Reduced |
| TruWealth Advisors, LLC | 8,107 | $5.27M | 0.25% | −77−0.9% | Reduced |
| Matters Capital LLC | 8,096 | $5.27M | 4.67% | −10.0% | Reduced |
| Cape Investment Advisory, Inc. | 8,069 | $5.25M | 1.75% | +250+3.2% | Added |
| XML Financial, LLC | 8,061 | $5.24M | 0.42% | +493+6.5% | Added |
| Convergence Financial, LLC | 8,046 | $5.23M | 0.55% | +4,015+99.6% | Added |
| Facet Wealth, Inc. | 8,043 | $5.23M | 0.09% | +2,223+38.2% | Added |
| Absolute Capital Management, LLC | 8,030 | $5.23M | 1.74% | −5,989−42.7% | Reduced |
| Sierra Capital LLC | 8,018 | $5.21M | 0.57% | −5−0.1% | Reduced |
| Tilson Financial Group, Inc. | 8,010 | $5.21M | 1.56% | −224−2.7% | Reduced |
| Greenspring Advisors, LLC | 8,003 | $5.20M | 0.32% | −24−0.3% | Reduced |
| Laraway Financial Inc | 7,985 | $5.19M | 3.65% | −287−3.5% | Reduced |
| Powell Investment Advisors, LLC | 7,945 | $5.18M | 1.79% | +4,547+133.8% | Added |
| Winch Advisory Services, LLC | 7,951 | $5.17M | 1.18% | +807+11.3% | Added |
| Clientfirst Wealth Management, LLC | 7,950 | $5.17M | 4.36% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 7,949 | $5.17M | 0.43% | +54+0.7% | Added |
| Cohen Capital Management, Inc. | 7,936 | $5.16M | 0.80% | +33+0.4% | Added |
| Lighthouse Investment Partners, LLC | 7,911 | $5.14M | 0.19% | +7,911 | New |
| MTM Investment Management, LLC | 7,909 | $5.14M | 1.63% | −10.0% | Reduced |
| Tower View Investment Management & Research LLC | 7,909 | $5.14M | 2.64% | +33+0.4% | Added |
| Signature Equity Partners, LLC | 7,881 | $5.13M | 2.75% | +182+2.4% | Added |
| First Financial Bankshares Inc | 7,878 | $5.12M | 0.10% | −282−3.5% | Reduced |
| Greenup Street Wealth Management LLC | 7,874 | $5.12M | 0.72% | −200−2.5% | Reduced |
| Tradition Wealth Management, LLC | 7,867 | $5.12M | 0.36% | +1,115+16.5% | Added |
| Syntax Research, Inc. | 7,859 | $5.11M | 3.25% | +20+0.3% | Added |
| Trust Co | 7,851 | $5.11M | 0.48% | +45+0.6% | Added |
| Resurgent Financial Advisors LLC | 7,846 | $5.10M | 1.86% | +2,575+48.9% | Added |
| Stairway Partners, LLC | 7,829 | $5.09M | 0.26% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 7,823 | $5.09M | 4.15% | +3,174+68.3% | Added |
| Gratus Wealth Advisors, LLC | 7,821 | $5.09M | 0.74% | −4,067−34.2% | Reduced |
| American Alpha Advisors, LLC | 7,809 | $5.08M | 2.97% | −197−2.5% | Reduced |
| ELCO Management Co., LLC | 7,796 | $5.07M | 2.43% | +1,421+22.3% | Added |
| AtlasMark Financial, Inc | 7,430 | $5.07M | 3.27% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 7,782 | $5.06M | 1.69% | +29+0.4% | Added |
| McDonald Partners LLC | 7,781 | $5.06M | 1.19% | −564−6.8% | Reduced |
| JustInvest LLC | 7,775 | $5.06M | 0.05% | −2,729−26.0% | Reduced |
| Rialto Wealth Management, LLC | 7,774 | $5.06M | 1.14% | +5+0.1% | Added |
| 9823 Capital, L.P. | 7,761 | $5.05M | 3.81% | +461+6.3% | Added |
| Sofos Investments, Inc. | 7,731 | $5.03M | 0.89% | +5,857+312.5% | Added |
| Shapiro Capital Management LLC | 7,725 | $5.02M | 0.31% | −84,650−91.6% | Reduced |
| Amussen Hunsaker Associates LLC | 7,718 | $5.02M | 0.53% | +50+0.7% | Added |
| Smartleaf Asset Management LLC | 7,941 | $5.02M | 0.18% | −9,775−55.2% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 7,712 | $5.02M | 0.01% | +2,675+53.1% | Added |
| Little House Capital LLC | 7,711 | $5.01M | 1.29% | −125−1.6% | Reduced |
| Victrix Investment Advisors | 7,704 | $5.01M | 1.82% | −259−3.3% | Reduced |
| Q3 Asset Management | 7,691 | $5.00M | 1.21% | −861−10.1% | Reduced |
| Focused Alpha, LLC | 7,684 | $5.00M | 1.54% | −864−10.1% | Reduced |
| Heirloom Wealth Management | 7,654 | $4.98M | 0.90% | +7,654 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 7,645 | $4.97M | 0.01% | +2,115+38.2% | Added |
| Everett Harris & Co | 7,632 | $4.96M | 0.06% | +245+3.3% | Added |
| Wetzel Investment Advisors, Inc. | 7,603 | $4.96M | 1.97% | +101+1.3% | Added |
| Tompkins Financial Corp | 7,563 | $4.92M | 0.39% | −1,460−16.2% | Reduced |
| Rebalance, LLC | 7,552 | $4.91M | 0.29% | −150−1.9% | Reduced |
| Cordatus Wealth Management LLC | 7,550 | $4.91M | 1.17% | −3,903−34.1% | Reduced |
| One William Street Capital Management, L.P. | 7,500 | $4.88M | 9.37% | +7,500 | New |
| Peak Planning Group, LLC | 7,494 | $4.87M | 1.35% | −19−0.3% | Reduced |
| Single Point Partners, LLC | 7,484 | $4.87M | 0.97% | +15+0.2% | Added |
| Maripau Wealth Management LLC | 7,479 | $4.86M | 2.14% | +148+2.0% | Added |
| Pegasus Asset Management, Inc. | 7,478 | $4.86M | 1.55% | −66−0.9% | Reduced |
| Aldebaran Financial Inc. | 7,467 | $4.86M | 4.61% | +92+1.2% | Added |
| Options Solutions, LLC | 7,457 | $4.85M | 3.53% | −402−5.1% | Reduced |
| ASR Vermogensbeheer N.V. | 7,433 | $4.83M | 0.06% | +4,970+201.8% | Added |
| Legacy Capital Wealth Management, LLC | 7,423 | $4.83M | 2.82% | −154−2.0% | Reduced |
| First American Trust, FSB | 7,421 | $4.83M | 0.32% | −4,299−36.7% | Reduced |
| ABLE Financial Group, LLC | 7,412 | $4.82M | 0.94% | −41−0.6% | Reduced |
| Waters Parkerson & Co., LLC | 7,408 | $4.82M | 0.25% | −1,026−12.2% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 7,393 | $4.81M | 3.65% | −58−0.8% | Reduced |
| Essex Savings Bank | 7,367 | $4.79M | 1.06% | −100−1.3% | Reduced |
| Chesapeake Wealth Management | 7,366 | $4.79M | 1.47% | +104+1.4% | Added |
| Arlington Capital Management, Inc. | 7,359 | $4.79M | 2.70% | +7,359 | New |
| Morse Asset Management, Inc | 7,334 | $4.77M | 0.99% | −26−0.4% | Reduced |
| Twin Lakes Capital Management, LLC | 7,327 | $4.77M | 2.17% | −53−0.7% | Reduced |
| TopTier Wealth Management, LLC | 7,313 | $4.76M | 2.92% | +146+2.0% | Added |
| Sonata Capital Group Inc | 7,288 | $4.74M | 1.75% | +79+1.1% | Added |
| Austin Asset Management Co Inc | 7,279 | $4.73M | 0.78% | +263+3.7% | Added |
| Fischer Investment Strategies, LLC | 7,259 | $4.72M | 2.75% | −84−1.1% | Reduced |
| Blankinship & Foster, LLC | 7,254 | $4.72M | 1.04% | −308−4.1% | Reduced |
| LBMC Investment Advisors, LLC | 7,250 | $4.72M | 0.29% | −49−0.7% | Reduced |
| Auxano Advisors, LLC | 7,248 | $4.71M | 0.94% | −83−1.1% | Reduced |
| Catalyst Private Wealth, LLC | 7,237 | $4.71M | 2.55% | −28−0.4% | Reduced |
| Family Legacy, Inc. | 7,227 | $4.70M | 1.41% | −120−1.6% | Reduced |
| Journey Beyond Wealth, LLC | 7,225 | $4.70M | 4.04% | −80−1.1% | Reduced |
| Raffa Wealth Management, LLC | 7,223 | $4.70M | 0.73% | −25−0.3% | Reduced |
| Marex Group plc | 7,223 | $4.70M | 0.05% | −8,158−53.0% | Reduced |
| NWK Group, Inc. | 7,200 | $4.68M | 1.80% | −87−1.2% | Reduced |
| Factorial Partners, LLC | 7,200 | $4.68M | 3.40% | +7,200 | New |
| BOK Financial Private Wealth, Inc. | 7,170 | $4.68M | 0.28% | −391−5.2% | Reduced |
| Financial Perspectives, Inc | 7,182 | $4.67M | 1.30% | +70+1.0% | Added |
| Novus Advisors, LLC | 7,181 | $4.67M | 10.45% | −1,757−19.7% | Reduced |
| Liberty Wealth Management LLC | 7,179 | $4.67M | 0.58% | +106+1.5% | Added |
| Harbour Wealth Management Group, Inc. | 7,177 | $4.67M | 3.51% | +55+0.8% | Added |
| Courage Capital Management LLC | 7,171 | $4.66M | 6.60% | +350+5.1% | Added |
| Two Point Capital Management, Inc. | 7,162 | $4.66M | 2.03% | +342+5.0% | Added |
| Platform Technology Partners | 7,159 | $4.66M | 0.90% | −1,095−13.3% | Reduced |
| Fluent Financial, LLC | 6,783 | $4.65M | 1.70% | +1,106+19.5% | Added |
| DHJJ Financial Advisors, Ltd. | 7,154 | $4.65M | 1.54% | −43−0.6% | Reduced |
| Peachtree Investment Partners, LLC | 7,145 | $4.65M | 1.77% | −104−1.4% | Reduced |