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 |
|---|---|---|---|---|---|
| Resolute Wealth Strategies, LLC | 7,139 | $4.64M | 2.00% | +122+1.7% | Added |
| Crumly & Associates Inc. | 7,135 | $4.64M | 0.97% | +225+3.3% | Added |
| Wellington Shields & Co., LLC | 7,129 | $4.64M | 1.18% | +313+4.6% | Added |
| Hamilton Point Investment Advisors, LLC | 7,109 | $4.64M | 0.71% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 7,122 | $4.63M | 0.10% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 7,112 | $4.63M | 0.62% | +7+0.1% | Added |
| M1 Capital Management LLC | 7,102 | $4.62M | 2.13% | −347−4.7% | Reduced |
| Rockingstone Advisors LLC | 7,098 | $4.62M | 2.12% | −146−2.0% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 7,093 | $4.61M | 0.35% | −101−1.4% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 7,092 | $4.61M | 0.91% | +99+1.4% | Added |
| Beaird Harris Wealth Management, LLC | 7,089 | $4.61M | 0.31% | −1,269−15.2% | Reduced |
| Pictet North America Advisors SA | 7,087 | $4.61M | 0.46% | −263−3.6% | Reduced |
| Almanack Investment Partners, LLC. | 7,082 | $4.61M | 0.78% | −642−8.3% | Reduced |
| FSM Wealth Advisors, LLC | 7,077 | $4.60M | 0.59% | −514−6.8% | Reduced |
| Clarendon Private LLC | 7,071 | $4.60M | 3.53% | +200+2.9% | Added |
| Jaffetilchin Investment Partners, LLC | 7,053 | $4.59M | 0.27% | −66−0.9% | Reduced |
| Ledyard National Bank | 7,038 | $4.58M | 0.40% | −109−1.5% | Reduced |
| Boston Research & Management Inc | 7,006 | $4.56M | 1.06% | −40−0.6% | Reduced |
| Sagespring Wealth Partners, LLC | 6,991 | $4.55M | 0.08% | −136,163−95.1% | Reduced |
| Keebeck Wealth Management, LLC | 6,962 | $4.54M | 0.51% | +330+5.0% | Added |
| Objective Capital Management, LLC | 6,976 | $4.54M | 4.58% | −377−5.1% | Reduced |
| Signature Wealth Management Partners, LLC | 6,974 | $4.54M | 2.27% | −41−0.6% | Reduced |
| McAdam, LLC | 6,970 | $4.53M | 0.20% | −204−2.8% | Reduced |
| Novem Group | 6,964 | $4.53M | 0.52% | +1,513+27.8% | Added |
| PDS Planning, Inc | 6,950 | $4.52M | 0.30% | +930+15.4% | Added |
| BlueSky Wealth Advisors, LLC | 6,946 | $4.52M | 0.58% | −510−6.8% | Reduced |
| Generation Capital Management LLC | 6,944 | $4.52M | 3.30% | −212−3.0% | Reduced |
| Fragasso Group Inc. | 6,833 | $4.50M | 0.27% | +376+5.8% | Added |
| Red Door Wealth Management, LLC | 6,915 | $4.50M | 0.47% | +440+6.8% | Added |
| Madden Advisory Services, Inc. | 6,897 | $4.49M | 1.77% | −108−1.5% | Reduced |
| Waterfront Wealth Inc. | 6,891 | $4.48M | 0.82% | −7−0.1% | Reduced |
| Bennett Selby Investments LP | 6,888 | $4.48M | 1.57% | +116+1.7% | Added |
| Tanglewood Legacy Advisors, LLC | 6,877 | $4.47M | 1.62% | +487+7.6% | Added |
| Stephenson National Bank & Trust | 6,871 | $4.47M | 1.27% | +167+2.5% | Added |
| B & T Capital Management DBA Alpha Capital Management | 6,863 | $4.46M | 0.65% | −191−2.7% | Reduced |
| Beacon Financial Advisory LLC | 6,862 | $4.46M | 1.01% | +276+4.2% | Added |
| Washington Trust Advisors, Inc. | 6,855 | $4.46M | 0.36% | −6,983−50.5% | Reduced |
| Charter Oak Capital Management, LLC | 6,853 | $4.46M | 0.35% | +305+4.7% | Added |
| Bristol Gate Capital Partners Inc. | 6,850 | $4.46M | 0.29% | −15,777−69.7% | Reduced |
| First National Bank Sioux Falls | 6,346 | $4.45M | 1.22% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 6,843 | $4.45M | 0.16% | −330−4.6% | Reduced |
| Private Wealth Partners, LLC | 6,837 | $4.45M | 0.34% | −95−1.4% | Reduced |
| Metlife Inc | 6,878 | $4.44M | 36.02% | +34+0.5% | Added |
| Ironclad Investments LLC | 6,805 | $4.43M | 2.17% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 6,804 | $4.42M | 0.75% | +149+2.2% | Added |
| Thompson David Blair | 6,795 | $4.42M | 2.53% | −3,375−33.2% | Reduced |
| M.E. Allison & Co., Inc. | 6,795 | $4.42M | 2.93% | +200+3.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,783 | $4.41M | 0.15% | +1,220+21.9% | Added |
| Icapital Wealth LLC | 6,782 | $4.41M | 2.64% | +65+1.0% | Added |
| Alley Investment Management Company, LLC | 6,780 | $4.41M | 0.54% | −474−6.5% | Reduced |
| Next Capital Management LLC | 6,759 | $4.40M | 1.33% | +564+9.1% | Added |
| TownSquare Capital, LLC | 6,756 | $4.39M | 0.99% | +114+1.7% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 6,754 | $4.39M | 5.29% | +64+1.0% | Added |
| Insight Wealth Strategies, LLC | 6,753 | $4.39M | 0.49% | +86+1.3% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6,745 | $4.39M | 0.59% | −72−1.1% | Reduced |
| Roffman Miller Associates Inc | 6,742 | $4.38M | 0.25% | +13+0.2% | Added |
| Cascades Capital Asset Management, LLC | 6,731 | $4.38M | 1.83% | +20.0% | Added |
| RKL Wealth Management LLC | 6,717 | $4.37M | 0.39% | −26−0.4% | Reduced |
| Holistic Planning, LLC | 6,710 | $4.36M | 0.87% | +793+13.4% | Added |
| Cardinal Point Capital Management, ULC | 6,696 | $4.36M | 0.27% | +1,464+28.0% | Added |
| Cedarwood Wealth LLC | 6,697 | $4.36M | 4.40% | +4+0.1% | Added |
| Avalon Trust Co | 6,680 | $4.34M | 0.30% | −16−0.2% | Reduced |
| Libra Wealth LLC | 6,678 | $4.34M | 1.22% | 00.0% | Unchanged |
| Semitam Bonam LLC | 6,678 | $4.34M | 3.55% | −83−1.2% | Reduced |
| Lynx Investment Advisory | 6,669 | $4.34M | 2.07% | +1,561+30.6% | Added |
| Enclave Advisors LLC | 6,666 | $4.34M | 0.62% | +53+0.8% | Added |
| Howard Wealth Management, LLC | 6,646 | $4.32M | 1.82% | +135+2.1% | Added |
| Semus Wealth Partners LLC | 6,645 | $4.32M | 2.41% | +13+0.2% | Added |
| Evolve Private Wealth, LLC | 6,639 | $4.32M | 0.23% | −1,761−21.0% | Reduced |
| Thoroughbred Financial Services, LLC | 6,631 | $4.31M | 0.26% | +50+0.8% | Added |
| Parkside Investments, LLC | 6,611 | $4.30M | 0.52% | +2,664+67.5% | Added |
| Home Federal Bank of Tennessee | 6,602 | $4.29M | 1.07% | 00.0% | Unchanged |
| Markin Asset Management, LP | 6,601 | $4.29M | 4.71% | +782+13.4% | Added |
| Highland Capital Management, LLC | 6,599 | $4.29M | 0.23% | −75−1.1% | Reduced |
| Woodmont Investment Counsel LLC | 6,573 | $4.27M | 0.26% | −408−5.8% | Reduced |
| Consolidated Planning Corp | 6,566 | $4.27M | 0.69% | −144−2.1% | Reduced |
| Prasad Wealth Partners, LLC | 6,543 | $4.26M | 1.16% | +457+7.5% | Added |
| Sunesis Advisors, LLC | 6,537 | $4.25M | 1.92% | −20−0.3% | Reduced |
| Pincus Capital Management, LP | 6,536 | $4.25M | 2.96% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 6,535 | $4.25M | 1.26% | −137−2.1% | Reduced |
| Vinland Capital Management Gestora de Recursos LTDA. | 6,523 | $4.24M | 74.59% | +6,372+4,219.9% | Added |
| American State Bank (Iowa) | 6,507 | $4.23M | 2.03% | −10.0% | Reduced |
| Mengis Capital Management, Inc. | 6,483 | $4.22M | 0.73% | −85−1.3% | Reduced |
| North Capital, Inc. | 6,477 | $4.21M | 3.57% | +121+1.9% | Added |
| Prism Advisors, Inc. | 6,461 | $4.20M | 1.12% | −5−0.1% | Reduced |
| Institute for Wealth Management, LLC. | 6,456 | $4.20M | 0.45% | −3,483−35.0% | Reduced |
| Fiduciary Wealth Partners, LLC | 6,453 | $4.20M | 2.75% | −1,323−17.0% | Reduced |
| North Star Asset Management Inc | 6,437 | $4.19M | 0.18% | +354+5.8% | Added |
| Pacitti Group Inc. | 6,413 | $4.18M | 1.53% | −10.0% | Reduced |
| Griffith & Werner, Inc. | 6,419 | $4.17M | 2.07% | +74+1.2% | Added |
| Liberty Square Wealth Partners LLC | 6,410 | $4.17M | 1.16% | −1,441−18.4% | Reduced |
| Midland Wealth Advisors LLC | 6,404 | $4.16M | 0.21% | −47−0.7% | Reduced |
| Apollon Financial, LLC | 6,397 | $4.16M | 0.58% | +848+15.3% | Added |
| 10Elms LLP | 6,385 | $4.15M | 2.62% | +2,313+56.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 6,384 | $4.15M | 0.43% | +10.0% | Added |
| Castleview Partners, LLC | 6,371 | $4.14M | 2.12% | +104+1.7% | Added |
| BridgePort Financial Solutions, LLC | 6,369 | $4.14M | 1.17% | −261−3.9% | Reduced |
| Hemenway Trust Co LLC | 6,364 | $4.14M | 0.33% | +3,431+117.0% | Added |
| Tennessee Valley Asset Management Partners | 6,364 | $4.14M | 0.55% | −345−5.1% | Reduced |
| Essex LLC | 6,357 | $4.13M | 0.73% | +350+5.8% | Added |