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 |
|---|---|---|---|---|---|
| Outlook Wealth Advisors, LLC | 5,700 | $3.71M | 0.90% | −1,030−15.3% | Reduced |
| Dunhill Financial, LLC | 5,697 | $3.71M | 0.87% | −236−4.0% | Reduced |
| Retirement Guys Formula LLC | 5,682 | $3.70M | 1.70% | −1,122−16.5% | Reduced |
| Greenfield Savings Bank | 5,679 | $3.69M | 1.58% | +388+7.3% | Added |
| Univest Financial Corp | 5,672 | $3.69M | 0.21% | −363−6.0% | Reduced |
| Moss Adams Wealth Advisors LLC | 5,654 | $3.69M | 0.27% | −177−3.0% | Reduced |
| PUREfi Wealth, LLC | 5,667 | $3.69M | 2.41% | +1,233+27.8% | Added |
| Sky Investment Group LLC | – | $3.68M | 0.63% | – | – |
| Inspirion Wealth Advisors, LLC | 5,656 | $3.68M | 0.46% | −299−5.0% | Reduced |
| GW&K Investment Management, LLC | 5,648 | $3.67M | 0.03% | −1,363−19.4% | Reduced |
| Harvest Investment Services, LLC | 5,631 | $3.66M | 0.67% | −2,605−31.6% | Reduced |
| Simplicity Wealth,LLC | 6,507 | $3.65M | 0.21% | +1,661+34.3% | Added |
| Gemmer Asset Management LLC | 5,617 | $3.65M | 0.29% | −42−0.7% | Reduced |
| Denver Wealth Management, Inc. | 5,608 | $3.65M | 1.25% | −11−0.2% | Reduced |
| City Holding Co | 5,600 | $3.64M | 0.46% | −222−3.8% | Reduced |
| GW Henssler & Associates Ltd | 5,577 | $3.63M | 0.17% | −3,673−39.7% | Reduced |
| Northstar Group, Inc. | 5,574 | $3.62M | 0.51% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 6,010 | $3.62M | 1.17% | −334−5.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 5,552 | $3.61M | 0.53% | +177+3.3% | Added |
| Davidson Kempner Capital Management LP | 5,535 | $3.60M | 0.06% | +3,518+174.4% | Added |
| Mason & Associates, LLC | 5,525 | $3.59M | 0.82% | −33−0.6% | Reduced |
| First Hawaiian Bank | 5,520 | $3.59M | 0.50% | −271−4.7% | Reduced |
| Custos Family Office, LLC | 5,515 | $3.59M | 2.49% | −38−0.7% | Reduced |
| Alamea Verwaltungs GmbH | 5,301 | $3.57M | 2.65% | 00.0% | Unchanged |
| Kagan Cocozza Asset Management | 5,487 | $3.57M | 2.51% | +2,165+65.2% | Added |
| Cahill Financial Advisors Inc | 5,478 | $3.56M | 0.39% | −209−3.7% | Reduced |
| Coign Capital Advisors LLC | 5,474 | $3.56M | 1.87% | −70−1.3% | Reduced |
| Tranquilli Financial Advisor LLC | 5,466 | $3.55M | 2.08% | +490+9.8% | Added |
| Sound Income Strategies, LLC | 5,413 | $3.55M | 0.17% | +91+1.7% | Added |
| Vawter Financial, Ltd. | 5,451 | $3.55M | 1.49% | −145−2.6% | Reduced |
| Sittner & Nelson, LLC | 5,440 | $3.54M | 1.29% | +85+1.6% | Added |
| Roehl & Yi Investment Advisors, LLC | 5,440 | $3.54M | 1.33% | −7−0.1% | Reduced |
| Harmony Asset Management LLC | 5,439 | $3.54M | 1.08% | −14−0.3% | Reduced |
| Epacria Capital Partners, LLC | 5,432 | $3.53M | 2.74% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 5,431 | $3.53M | 1.06% | +3+0.1% | Added |
| Hassell Wealth Management, LLC | 5,431 | $3.53M | 1.19% | +16+0.3% | Added |
| JGP Wealth Management, LLC | 5,422 | $3.53M | 0.37% | −14−0.3% | Reduced |
| Curran Financial Partners, LLC | 5,421 | $3.53M | 0.63% | +742+15.9% | Added |
| Verum Partners LLC | 5,420 | $3.52M | 0.67% | +677+14.3% | Added |
| Cooper Financial Group | 5,417 | $3.52M | 0.36% | −627−10.4% | Reduced |
| Guardsman Private Capital Management, Inc. | 5,411 | $3.52M | 2.75% | +2,361+77.4% | Added |
| J. Goldman & Co LP | 5,411 | $3.52M | 0.16% | +5,411 | New |
| Reynders McVeigh Capital Management, LLC | 5,403 | $3.51M | 0.18% | −1,145−17.5% | Reduced |
| Rice Partnership, LLC | 5,394 | $3.51M | 0.48% | −100−1.8% | Reduced |
| Donaldson Capital Management, LLC | 5,392 | $3.51M | 0.11% | −186−3.3% | Reduced |
| Green Square Capital Advisors LLC | 5,388 | $3.50M | 0.37% | −10.0% | Reduced |
| Opal Wealth Advisors, LLC | 5,380 | $3.50M | 0.79% | −379−6.6% | Reduced |
| Sivia Capital Partners, LLC | 5,379 | $3.50M | 0.68% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 5,365 | $3.49M | 2.65% | +5,365 | New |
| Greykasell Wealth Strategies, Inc. | 5,356 | $3.48M | 1.40% | +11+0.2% | Added |
| Marble Wealth, LLC | 5,351 | $3.48M | 0.61% | +49+0.9% | Added |
| Climber Capital SA | 5,350 | $3.48M | 2.28% | −550−9.3% | Reduced |
| OP Asset Management Ltd | 5,345 | $3.48M | 0.04% | 00.0% | Unchanged |
| Optima Capital LLC | 5,325 | $3.47M | 1.61% | +903+20.4% | Added |
| Wood Tarver Financial Group, LLC | 5,338 | $3.47M | 0.96% | −214−3.9% | Reduced |
| Argos Wealth Advisors, LLC | 5,323 | $3.46M | 1.00% | −1,600−23.1% | Reduced |
| Verus Financial Partners, Inc. | 4,934 | $3.46M | 0.31% | +4+0.1% | Added |
| Ballast Rock Private Wealth LLC | 5,306 | $3.46M | 1.91% | −279−5.0% | Reduced |
| MOR Wealth Management, LLC | 5,319 | $3.46M | 1.59% | +224+4.4% | Added |
| Cascade Financial Partners, LLC | 5,319 | $3.46M | 0.36% | +583+12.3% | Added |
| Evensky & Katz LLC | 5,312 | $3.45M | 0.20% | +6+0.1% | Added |
| Watershed Private Wealth LLC | 5,309 | $3.45M | 1.08% | −18−0.3% | Reduced |
| Gilbert & Cook, Inc. | 5,307 | $3.45M | 0.45% | −43−0.8% | Reduced |
| Ellevest, Inc. | 5,297 | $3.45M | 0.48% | +500+10.4% | Added |
| Welch Group, LLC | 5,297 | $3.44M | 0.13% | −7,968−60.1% | Reduced |
| Calder Financial LLC | 5,242 | $3.43M | 3.41% | +613+13.2% | Added |
| Advisortrust Partners, LLC | 5,269 | $3.43M | 1.43% | −2,452−31.8% | Reduced |
| Patton Albertson Miller Group, LLC | 5,252 | $3.42M | 0.41% | −111−2.1% | Reduced |
| Mason Investment Advisory Services, Inc. | 5,251 | $3.42M | 0.16% | −10.0% | Reduced |
| Bangor Savings Bank | 5,229 | $3.40M | 0.27% | −28−0.5% | Reduced |
| Integrated Financial Solutions, Inc. | 5,209 | $3.39M | 2.35% | +3+0.1% | Added |
| Middleton & Co Inc | 5,200 | $3.38M | 0.39% | −98−1.8% | Reduced |
| Eaton Financial Holdings Company, LLC | 5,194 | $3.38M | 1.11% | +3,555+216.9% | Added |
| Fielder Capital Group LLC | 5,194 | $3.38M | 0.74% | +5+0.1% | Added |
| Rede Wealth, LLC | 5,189 | $3.37M | 1.21% | −3−0.1% | Reduced |
| Holderness Investments Co | 5,188 | $3.37M | 0.68% | −621−10.7% | Reduced |
| Summit Financial Strategies, Inc. | 5,181 | $3.37M | 0.27% | −181−3.4% | Reduced |
| Financial Advisors Network, Inc. | 5,175 | $3.37M | 0.46% | +74+1.5% | Added |
| 1 North Wealth Services LLC | 5,175 | $3.37M | 1.22% | +46+0.9% | Added |
| Bingham Private Wealth, LLC | 5,171 | $3.36M | 2.67% | +1,310+33.9% | Added |
| Bourgeon Capital Management LLC | 5,167 | $3.36M | 0.59% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 5,137 | $3.35M | 0.23% | +4,692+1,054.4% | Added |
| Claris Financial LLC | 5,151 | $3.35M | 1.83% | +989+23.8% | Added |
| Wealth Management Partners, LLC | 5,153 | $3.35M | 0.96% | −142−2.7% | Reduced |
| Mitchell Sinkler & Starr | 5,145 | $3.35M | 1.54% | −320−5.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 5,141 | $3.34M | 0.28% | +154+3.1% | Added |
| Warner Financial, Inc | 5,140 | $3.34M | 1.15% | +10.0% | Added |
| LVW Advisors, LLC | 5,134 | $3.34M | 0.33% | −119−2.3% | Reduced |
| BankPlus Wealth Management LLC | 5,132 | $3.34M | 1.72% | −153−2.9% | Reduced |
| Spirepoint Private Client, LLC | 5,109 | $3.32M | 0.32% | −238−4.5% | Reduced |
| Financial Enhancement Group LLC | 4,677 | $3.32M | 0.41% | −89−1.9% | Reduced |
| Vericrest Private Wealth | 5,105 | $3.32M | 2.98% | −66−1.3% | Reduced |
| Epiq Partners, LLC | 5,104 | $3.32M | 1.55% | +145+2.9% | Added |
| Leeward Financial Partners, LLC | 5,099 | $3.32M | 0.99% | +6+0.1% | Added |
| Raab & Moskowitz Asset Management LLC | 5,099 | $3.32M | 0.74% | −265−4.9% | Reduced |
| Spence Asset Management | 4,626 | $3.31M | 0.84% | +113+2.5% | Added |
| Virtue Asset Management LLC | 5,079 | $3.30M | 2.63% | +379+8.1% | Added |
| Strait & Sound Wealth Management LLC | 5,077 | $3.30M | 1.26% | −68−1.3% | Reduced |
| Pavion Blue Capital, LLC | 5,072 | $3.30M | 1.43% | +74+1.5% | Added |
| Eagle Wealth Strategies LLC | 5,050 | $3.28M | 1.44% | −25−0.5% | Reduced |