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 |
|---|---|---|---|---|---|
| Calamos Advisors LLC | 705,103 | $458.6M | 1.77% | +574,836+441.3% | Added |
| SCS Capital Management LLC | 701,082 | $456.2M | 4.83% | −3,505−0.5% | Reduced |
| Greenfield FTC, Inc. | 694,754 | $451.8M | 86.17% | −316,830−31.3% | Reduced |
| Bank of Nova Scotia | 690,209 | $448.9M | 0.79% | −30,477−4.2% | Reduced |
| CWM, LLC | 682,869 | $444.1M | 1.17% | +180,828+36.0% | Added |
| Easterly Investment Partners LLC | 702,594 | $444.0M | 33.97% | +40,000+6.0% | Added |
| Consolidated Portfolio Review Corp | 661,577 | $430.2M | 39.27% | −7,182−1.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 643,723 | $418.6M | 1.08% | −52,120−7.5% | Reduced |
| Pinnacle Financial Partners, Inc. | 638,901 | $415.5M | 3.18% | −74,106−10.4% | Reduced |
| AMG National Trust Bank | 637,970 | $414.9M | 9.01% | +50,268+8.6% | Added |
| Jefferies Financial Group Inc. | 631,073 | $410.4M | 5.01% | −537,017−46.0% | Reduced |
| MEMBERS Trust Co | 627,421 | $408.0M | 13.56% | −75,146−10.7% | Reduced |
| Millennium Management LLC | 622,922 | $405.1M | 0.30% | −3,024,116−82.9% | Reduced |
| Baird Financial Group, Inc. | 622,227 | $404.7M | 0.63% | −24,931−3.9% | Reduced |
| MML Investors Services, LLC | 613,228 | $398.8M | 1.11% | −117,359−16.1% | Reduced |
| Sun Life Financial INC | 604,990 | $393.4M | 22.34% | −19,204−3.1% | Reduced |
| HSBC Holdings PLC | 604,916 | $392.3M | 0.23% | +233,955+63.1% | Added |
| Capstone Investment Advisors, LLC | 593,324 | $385.9M | 3.18% | +421,644+245.6% | Added |
| AlTi Global, Inc. | 584,387 | $382.7M | 8.32% | +48,278+9.0% | Added |
| Itau Unibanco Holding S.A. | 586,330 | $381.3M | 9.12% | +108,873+22.8% | Added |
| Two Sigma Investments, LP | 580,293 | $377.4M | 0.31% | +116,096+25.0% | Added |
| Pentwater Capital Management LP | 580,000 | $377.2M | 2.68% | +570,000+5,700.0% | Added |
| Private Advisor Group, LLC | 570,509 | $371.0M | 1.74% | −15,400−2.6% | Reduced |
| Common Fund for Nonprofit Organizations | 559,878 | $364.1M | 35.18% | −254,467−31.2% | Reduced |
| Kestra Advisory Services, LLC | 550,433 | $358.0M | 1.36% | +42,356+8.3% | Added |
| Thrivent Financial for Lutherans | 546,290 | $355.3M | 0.68% | +1,692+0.3% | Added |
| Daido Life Insurance Co | 544,324 | $354.0M | 52.22% | 00.0% | Unchanged |
| Soundwatch Capital LLC | 544,071 | $353.8M | 44.61% | +7,706+1.4% | Added |
| Hackensack Meridian Health, Inc. | 531,500 | $345.7M | 32.62% | −26,500−4.7% | Reduced |
| GWM Advisors LLC | 607,741 | $343.9M | 1.24% | +3,730+0.6% | Added |
| Millburn Ridgefield Corp | 524,119 | $340.9M | 7.33% | +57,301+12.3% | Added |
| Catalyst Capital Advisors LLC | 524,119 | $340.9M | 6.35% | +57,301+12.3% | Added |
| Old Mission Capital LLC | 520,962 | $338.8M | 8.04% | +520,962 | New |
| Mirae Asset Securities (USA) Inc. | 506,807 | $329.6M | 15.57% | +125,220+32.8% | Added |
| Commerce Bank | 501,503 | $326.1M | 1.58% | +250,856+100.1% | Added |
| Mercer Global Advisors Inc | 505,779 | $324.2M | 0.48% | −30,216−5.6% | Reduced |
| BIP Wealth, LLC | 491,129 | $319.4M | 12.99% | −27,922−5.4% | Reduced |
| Davis R M Inc | 489,080 | $318.9M | 5.66% | +9,343+1.9% | Added |
| Passaic Partners LLC | 486,098 | $316.1M | 38.28% | −8,397−1.7% | Reduced |
| M&T Bank Corp | 473,070 | $307.7M | 1.01% | −49,962−9.6% | Reduced |
| LMR Partners LLP | 457,939 | $297.8M | 2.74% | +280,533+158.1% | Added |
| HB Wealth Management, LLC | 456,556 | $296.9M | 1.93% | −4,874−1.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 453,179 | $294.7M | 6.83% | −11,937−2.6% | Reduced |
| Mizuho Markets Americas LLC | 451,094 | $293.4M | 8.14% | +385,275+585.4% | Added |
| EP Wealth Advisors, LLC | 445,988 | $290.0M | 1.43% | −20,918−4.5% | Reduced |
| Whittier Trust Co | 438,139 | $288.7M | 3.26% | +12,956+3.0% | Added |
| Wealthspire Advisors, LLC | 441,132 | $286.9M | 2.25% | −5,784−1.3% | Reduced |
| IMC-Chicago, LLC | 436,397 | $283.8M | 4.30% | +436,397 | New |
| Great West Life Assurance Co | 427,133 | $279.2M | 0.50% | −152,054−26.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 424,569 | $276.1M | 1.41% | +372,373+713.4% | Added |
| Foster Dykema Cabot & Partners, LLC | 417,001 | $271.9M | 17.30% | −813−0.2% | Reduced |
| Alaska Permanent Capital Management | 414,325 | $269.5M | 18.88% | +8,809+2.2% | Added |
| Jacobi Capital Management LLC | 405,821 | $263.9M | 14.74% | +29,805+7.9% | Added |
| Mutual Advisors, LLC | 400,629 | $260.5M | 5.59% | +5,664+1.4% | Added |
| Alberta Investment Management Corp | 396,165 | $257.6M | 1.59% | −185,155−31.9% | Reduced |
| National Bank of Canada | 395,472 | $257.3M | 0.26% | −45,329−10.3% | Reduced |
| Sanctuary Advisors, LLC | 394,346 | $256.5M | 1.39% | −8,663−2.1% | Reduced |
| Connable Office Inc | 386,499 | $251.4M | 24.73% | −15,751−3.9% | Reduced |
| Shulman DeMeo Asset Management LLC | 374,720 | $243.7M | 51.75% | −3,875−1.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 369,712 | $240.4M | 1.33% | −33,815−8.4% | Reduced |
| Deutsche Bank AG | 368,233 | $239.5M | 0.08% | −26,367−6.7% | Reduced |
| Petrus Trust Company, LTA | 359,819 | $234.0M | 25.57% | +42,500+13.4% | Added |
| Diversify Wealth Management, LLC | 325,237 | $231.4M | 4.13% | +300,830+1,232.6% | Added |
| Huntington National Bank | 38,654 | $226.9M | 1.25% | – | – |
| Citadel Advisors LLC | 347,775 | $226.2M | 0.16% | −1,814,273−83.9% | Reduced |
| Valiant Capital Management, L.P. | 346,326 | $225.2M | 17.72% | +109,000+45.9% | Added |
| Greenwich Wealth Management LLC | 345,231 | $224.5M | 9.17% | +100,360+41.0% | Added |
| JANA Partners Management, LP | 343,665 | $223.5M | 13.40% | −47,672−12.2% | Reduced |
| PPSC Investment Service Corp | 343,140 | $223.2M | 17.60% | +4,955+1.5% | Added |
| Berkshire Money Management, Inc. | 339,480 | $220.8M | 22.61% | −1,272−0.4% | Reduced |
| Sand Hill Global Advisors, LLC | 332,226 | $216.1M | 7.27% | −3,017−0.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 330,317 | $214.8M | 1.10% | −21,865−6.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 325,390 | $211.6M | 1.72% | −1,662,730−83.6% | Reduced |
| Stratos Wealth Partners, LTD. | 323,776 | $210.6M | 2.39% | −26,936−7.7% | Reduced |
| Dow Chemical Co | 318,591 | $207.2M | 86.78% | +66,438+26.3% | Added |
| Old National Bancorp | 314,728 | $204.7M | 3.43% | +13,329+4.4% | Added |
| Equitable Holdings, Inc. | 299,466 | $204.0M | 1.31% | +9,575+3.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 308,316 | $200.5M | 0.99% | +29,843+10.7% | Added |
| TD Private Client Wealth LLC | 303,803 | $197.6M | 4.10% | −4,754−1.5% | Reduced |
| MetLife Investment Management | 301,550 | $196.1M | 1.00% | +91,650+43.7% | Added |
| Fifth Third Wealth Advisors LLC | 299,885 | $195.0M | 6.59% | −2,213−0.7% | Reduced |
| CIBC Bancorp USA Inc. | 298,903 | $193.8M | 0.26% | +298,903 | New |
| Spider Management Company, LLC | 294,256 | $191.4M | 54.59% | +61,608+26.5% | Added |
| Miller Investment Management, LP | 292,218 | $190.0M | 18.87% | +1,264+0.4% | Added |
| CV Advisors LLC | 290,165 | $188.7M | 51.49% | −2,410−0.8% | Reduced |
| APCM Wealth Management for Individuals | 286,736 | $186.5M | 22.39% | +9,450+3.4% | Added |
| Brookstone Capital Management | 286,066 | $186.0M | 2.13% | −80,250−21.9% | Reduced |
| NorthRock Partners, LLC | 284,894 | $185.3M | 2.99% | −5,098−1.8% | Reduced |
| Keybank National Association | 284,859 | $185.3M | 0.68% | −4,239−1.5% | Reduced |
| Peavine Capital, LLC | 283,624 | $184.5M | 41.35% | −11,935−4.0% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 280,108 | $182.2M | 30.60% | +6,219+2.3% | Added |
| Simon Quick Advisors, LLC | 276,686 | $179.9M | 8.23% | −37,894−12.0% | Reduced |
| Bessemer Group Inc | 275,528 | $179.2M | 0.28% | −58,714−17.6% | Reduced |
| Belvedere Trading LLC | 273,804 | $178.1M | 23.75% | +252,250+1,170.3% | Added |
| Evolution Wealth Advisors, LLC | 271,320 | $176.5M | 17.99% | +6,860+2.6% | Added |
| State of Michigan Retirement System | 270,940 | $176.2M | 0.93% | −608,900−69.2% | Reduced |
| Teramo Advisors, LLC | 270,000 | $175.6M | 47.42% | −5,000−1.8% | Reduced |
| Howard Capital Management Inc. | 269,026 | $175.0M | 2.86% | +1020.0% | Added |
| Beacon Pointe Advisors, LLC | 267,422 | $173.9M | 0.92% | +43,349+19.3% | Added |
| Hollencrest Capital Management | 266,448 | $173.3M | 6.45% | −2,111−0.8% | Reduced |