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 |
|---|---|---|---|---|---|
| Stephenson & Company, Inc. | 6,351 | $4.13M | 2.24% | −4−0.1% | Reduced |
| Drucker Wealth 3.0, LLC | 6,349 | $4.13M | 0.72% | +48+0.8% | Added |
| Total Clarity Wealth Management, Inc. | 6,347 | $4.13M | 0.97% | −94−1.5% | Reduced |
| Revolve Wealth Partners, LLC | 6,346 | $4.13M | 0.54% | −436−6.4% | Reduced |
| M3 Advisory Group, LLC | 6,346 | $4.13M | 2.54% | +21+0.3% | Added |
| Boston Trust Walden Corp | 6,328 | $4.12M | 0.03% | +10+0.2% | Added |
| Strategic Planning, Inc. | 6,325 | $4.11M | 2.06% | +55+0.9% | Added |
| BCM Advisors, LLC | 5,728 | $4.11M | 0.81% | −340−5.6% | Reduced |
| First Interstate Bank | 6,323 | $4.11M | 0.23% | −66−1.0% | Reduced |
| DDD Partners, LLC | 6,322 | $4.11M | 0.29% | +80+1.3% | Added |
| Curbstone Financial Management Corp | 6,299 | $4.10M | 0.78% | −200−3.1% | Reduced |
| Orgel Wealth Management, LLC | 6,278 | $4.08M | 0.09% | +15+0.2% | Added |
| Golden State Equity Partners | 6,275 | $4.08M | 0.31% | +5,022+400.8% | Added |
| Element Wealth, LLC | 6,274 | $4.08M | 1.69% | −27−0.4% | Reduced |
| Tillman Hartley LLC | 6,261 | $4.07M | 1.02% | 00.0% | Unchanged |
| Permanens Capital L.P. | 6,233 | $4.06M | 0.52% | +1,526+32.4% | Added |
| Councilmark Asset Management, LLC | 6,245 | $4.06M | 2.33% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 6,238 | $4.06M | 0.59% | +33+0.5% | Added |
| ZRC Wealth Management, LLC | 6,231 | $4.05M | 1.45% | −20−0.3% | Reduced |
| Colonial Trust Co | 6,221 | $4.05M | 0.55% | −21−0.3% | Reduced |
| F&V Capital Management, LLC | 6,219 | $4.04M | 0.85% | +150+2.5% | Added |
| Ewa, LLC | 6,217 | $4.04M | 0.92% | −291−4.5% | Reduced |
| GR Financial Group, LLC | 6,215 | $4.04M | 1.34% | +2,412+63.4% | Added |
| Deltec Asset Management LLC | 6,209 | $4.04M | 0.74% | −1,247−16.7% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 6,204 | $4.03M | 4.81% | −1,990−24.3% | Reduced |
| SC&H Financial Advisors, Inc. | 6,188 | $4.02M | 0.61% | +30.0% | Added |
| Breakwater Capital Group | 6,187 | $4.02M | 0.54% | +922+17.5% | Added |
| Alchemi Wealth, LLC | 6,186 | $4.02M | 2.23% | −15−0.2% | Reduced |
| Investment Insight Wealth Management, LLC | 6,176 | $4.02M | 4.33% | +7+0.1% | Added |
| Pullen Investment Management, LLC | 6,165 | $4.01M | 2.01% | 00.0% | Unchanged |
| Capital City Trust Co | 6,160 | $4.01M | 0.92% | +124+2.1% | Added |
| Fortis Capital Management LLC | 6,152 | $4.00M | 0.54% | +3,993+184.9% | Added |
| Edge Wealth Management LLC | 6,144 | $4.00M | 0.68% | −65−1.0% | Reduced |
| Affiance Financial, LLC | 6,130 | $3.99M | 0.65% | +51+0.8% | Added |
| Farmers National Bank | 6,128 | $3.99M | 0.88% | −164−2.6% | Reduced |
| Capital Wealth Alliance, LLC | 6,129 | $3.98M | 1.80% | −1,118−15.4% | Reduced |
| Forza Wealth Management, LLC | 6,121 | $3.98M | 1.38% | −47−0.8% | Reduced |
| Clearview Wealth Management LLC | 6,107 | $3.97M | 2.81% | +6,107 | New |
| Prosperity Planning, Inc. | 6,097 | $3.96M | 1.00% | +93+1.5% | Added |
| Sage Financial Group Inc | 6,086 | $3.96M | 0.26% | −42−0.7% | Reduced |
| WJ Financial Advisors LLC | 6,080 | $3.95M | 3.19% | +161+2.7% | Added |
| Octavia Wealth Advisors, LLC | 6,051 | $3.95M | 0.38% | −110−1.8% | Reduced |
| Jones Kertz & Associates, Inc. | 6,058 | $3.94M | 2.09% | −103−1.7% | Reduced |
| Silvant Capital Management LLC | 6,045 | $3.93M | 0.14% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 6,043 | $3.93M | 2.62% | −6−0.1% | Reduced |
| Snowwater Investment Partners, LLC | 6,025 | $3.93M | 3.70% | +10.0% | Added |
| Menora Mivtachim Holdings Ltd. | 6,040 | $3.93M | 0.02% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 6,040 | $3.93M | 0.24% | −70−1.1% | Reduced |
| Orleans Capital Management Corp | 6,035 | $3.92M | 2.65% | −160−2.6% | Reduced |
| Parcion Private Wealth LLC | 6,023 | $3.92M | 0.24% | −460−7.1% | Reduced |
| First United Bank Trust | 6,021 | $3.92M | 1.27% | −271−4.3% | Reduced |
| Horizon Investment Services, LLC | 6,020 | $3.92M | 1.36% | +10.0% | Added |
| Elm Partners Management LLC | 6,194 | $3.91M | 0.17% | −170−2.7% | Reduced |
| Maridea Wealth Management LLC | 6,017 | $3.91M | 0.57% | +66+1.1% | Added |
| Daiwa Securities Group Inc. | 6,000 | $3.90M | 0.01% | +6,000 | New |
| Capital Analysts, LLC | 5,992 | $3.90M | 0.10% | −2,482−29.3% | Reduced |
| Northwest Bancshares, Inc. | 5,985 | $3.89M | 0.77% | −152−2.5% | Reduced |
| Windsor Capital Management, LLC | 5,981 | $3.89M | 1.10% | −1,162−16.3% | Reduced |
| Smith Asset Management Co., LLC | 5,981 | $3.89M | 3.34% | +214+3.7% | Added |
| Parsons Capital Management Inc | 5,966 | $3.88M | 0.18% | +422+7.6% | Added |
| Towerpoint Wealth, LLC | 5,962 | $3.88M | 1.56% | +65+1.1% | Added |
| Gold Investment Management Ltd. | 5,959 | $3.88M | 1.20% | +6+0.1% | Added |
| Mayport, LLC | 5,947 | $3.87M | 0.72% | −406−6.4% | Reduced |
| Duncker Streett & Co Inc | 5,928 | $3.86M | 0.73% | +432+7.9% | Added |
| Optivise Advisory Services LLC | 5,928 | $3.86M | 2.33% | +153+2.6% | Added |
| Kelman-Lazarov, Inc. | 5,924 | $3.85M | 0.55% | −75−1.3% | Reduced |
| Lynx Capital Group Ltd | 5,919 | $3.85M | 1.79% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 5,913 | $3.85M | 0.99% | +17+0.3% | Added |
| LOM Asset Management Ltd | 5,912 | $3.84M | 1.11% | −38−0.6% | Reduced |
| Park National Corp | 5,911 | $3.84M | 0.12% | +183+3.2% | Added |
| Strategic Investment Management, LLC | 5,910 | $3.84M | 1.61% | −20−0.3% | Reduced |
| Sterling Capital Management LLC | 5,910 | $3.84M | 0.07% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 5,909 | $3.84M | 1.28% | −663−10.1% | Reduced |
| Altfest L J & Co Inc | 5,903 | $3.84M | 0.41% | +2,647+81.3% | Added |
| Innova Wealth Partners | 5,901 | $3.84M | 1.82% | −1,291−18.0% | Reduced |
| Summit Financial Wealth Advisors, LLC | 5,891 | $3.83M | 0.54% | +81+1.4% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 5,883 | $3.83M | 1.07% | −5,461−48.1% | Reduced |
| Black Diamond Financial, LLC | 5,878 | $3.82M | 0.42% | +730+14.2% | Added |
| Zions Bancorporation, National Association | 5,865 | $3.81M | 0.25% | −30−0.5% | Reduced |
| Per Stirling Capital Management, LLC. | 5,849 | $3.80M | 0.42% | −285−4.6% | Reduced |
| Waycross Investment Management Co | 5,841 | $3.80M | 3.63% | −82−1.4% | Reduced |
| Fagan Associates, Inc. | 5,834 | $3.79M | 0.53% | −34−0.6% | Reduced |
| Cornerstone Advisory, LLC | 5,826 | $3.79M | 0.36% | −299−4.9% | Reduced |
| Wynn Capital, LLC | 5,817 | $3.78M | 1.94% | −8−0.1% | Reduced |
| Atom Investors LP | 5,810 | $3.78M | 0.27% | +4,317+289.1% | Added |
| Roberts Glore & Co Inc | 5,808 | $3.78M | 1.04% | −763−11.6% | Reduced |
| FourThought Financial Partners, LLC | 5,795 | $3.77M | 0.33% | +116+2.0% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 5,788 | $3.76M | 2.55% | −143−2.4% | Reduced |
| Summit Place Financial Advisors, LLC | 5,773 | $3.75M | 1.80% | −55−0.9% | Reduced |
| Ofc Financial Planning, LLC | 5,772 | $3.75M | 3.69% | −10−0.2% | Reduced |
| Weaver Consulting Group | 5,772 | $3.75M | 0.89% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 5,753 | $3.75M | 0.36% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 5,766 | $3.75M | 0.23% | +5,024+677.1% | Added |
| Braun Stacey Associates Inc | 5,757 | $3.74M | 0.12% | −167−2.8% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,756 | $3.74M | 0.64% | +917+19.0% | Added |
| Arcus Capital Partners, LLC | 5,749 | $3.74M | 1.34% | −314−5.2% | Reduced |
| Investmark Advisory Group LLC | 5,745 | $3.74M | 1.60% | −759−11.7% | Reduced |
| Ironwood Investment Counsel, LLC | 5,739 | $3.73M | 0.54% | +323+6.0% | Added |
| Security Financial Services, INC. | 5,734 | $3.73M | 0.59% | −58−1.0% | Reduced |
| Briggs Wealth Management, Inc | 5,702 | $3.71M | 3.93% | −72−1.2% | Reduced |