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 |
|---|---|---|---|---|---|
| Omega Financial Group, LLC | 5,047 | $3.28M | 1.08% | −75−1.5% | Reduced |
| LGT Financial Advisors LLC | 5,043 | $3.28M | 16.81% | +5,043 | New |
| Financial Management Professionals, Inc. | 5,028 | $3.28M | 0.37% | −13,766−73.2% | Reduced |
| East Coast Asset Management, LLC. | 5,041 | $3.28M | 1.08% | 00.0% | Unchanged |
| Main Street Group, LTD | 5,040 | $3.28M | 0.96% | +45+0.9% | Added |
| Aviance Capital Partners, LLC | 5,040 | $3.28M | 0.38% | −221−4.2% | Reduced |
| Tepp RIA, LLC | 5,039 | $3.28M | 2.57% | +4,143+462.4% | Added |
| Madrid Wealth Management, LLC | 5,039 | $3.28M | 2.47% | +10.0% | Added |
| Beaumont Financial Advisors, LLC | 5,027 | $3.27M | 0.22% | +69+1.4% | Added |
| JM2 Capital Inc. | 5,024 | $3.27M | 2.71% | +236+4.9% | Added |
| Lockerman Financial Group, Inc. | 5,021 | $3.27M | 5.88% | −818−14.0% | Reduced |
| Noesis Capital Mangement Corp | 5,020 | $3.26M | 0.48% | −76−1.5% | Reduced |
| University of Illinois Foundation | 4,995 | $3.26M | 0.67% | −201,303−97.6% | Reduced |
| SOA Wealth Advisors, LLC. | 5,005 | $3.26M | 0.61% | +312+6.6% | Added |
| Broderick Brian C | 5,000 | $3.25M | 0.60% | 00.0% | Unchanged |
| Mizuho Markets Cayman LP | 5,000 | $3.25M | 0.17% | +5,000 | New |
| Birnam Oak Advisors, LP | 5,000 | $3.25M | 0.90% | +5,000 | New |
| Davidson Trust Co | 4,995 | $3.25M | 1.40% | +604+13.8% | Added |
| Private Wealth Group, LLC | 4,994 | $3.25M | 1.51% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 4,993 | $3.25M | 0.14% | −177−3.4% | Reduced |
| Confluence Wealth Services, Inc. | 4,991 | $3.25M | 0.13% | +576+13.0% | Added |
| Hilltop National Bank | 4,987 | $3.24M | 0.77% | +687+16.0% | Added |
| MLP3, LLC | 4,986 | $3.24M | 3.57% | +64+1.3% | Added |
| Builder Investment Group Inc | 4,980 | $3.24M | 0.70% | −23−0.5% | Reduced |
| Fundamentun, LLC | 4,968 | $3.23M | 0.13% | +1,172+30.9% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 4,952 | $3.23M | 1.45% | +3,149+174.7% | Added |
| Harbour Capital Advisors, LLC | 4,534 | $3.22M | 0.61% | −300−6.2% | Reduced |
| Wealthquest Corp | 4,953 | $3.22M | 0.23% | −364−6.8% | Reduced |
| Arwa LLC | 4,721 | $3.21M | 1.59% | −365−7.2% | Reduced |
| Parisi Gray Wealth Management | 4,934 | $3.21M | 0.76% | −80−1.6% | Reduced |
| Freestate Advisors LLC | 4,925 | $3.20M | 2.56% | −437−8.1% | Reduced |
| Redwood Investment Management, LLC | 4,921 | $3.20M | 0.40% | −112−2.2% | Reduced |
| Alpha Wealth Funds, LLC | 4,915 | $3.20M | 2.27% | −254−4.9% | Reduced |
| Fire Capital Management LLC | 4,908 | $3.19M | 1.49% | −262−5.1% | Reduced |
| Pennsylvania Capital Management Inc | 4,905 | $3.19M | 0.91% | +5+0.1% | Added |
| Mirador Capital Partners LP | 4,904 | $3.19M | 0.45% | −337−6.4% | Reduced |
| Cottage Street Advisors LLC | 4,897 | $3.18M | 1.38% | −59−1.2% | Reduced |
| Weinberger Asset Management, Inc | 4,863 | $3.16M | 1.19% | −985−16.8% | Reduced |
| Bank of Nova Scotia Trust Co | 4,854 | $3.16M | 0.27% | −9−0.2% | Reduced |
| Saxon Interests, Inc. | 4,842 | $3.15M | 1.09% | −2,714−35.9% | Reduced |
| Fortress Financial Group, LLC | 4,837 | $3.15M | 2.33% | +11+0.2% | Added |
| Trust Co of the South | 4,835 | $3.14M | 0.51% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4,819 | $3.13M | 0.52% | −161−3.2% | Reduced |
| McGuire Capital Advisors Inc | 4,815 | $3.13M | 2.00% | +3,166+192.0% | Added |
| Kelsey Financial, LLC | 4,796 | $3.12M | 2.73% | +327+7.3% | Added |
| Noked Israel Ltd | 4,794 | $3.12M | 0.46% | 00.0% | Unchanged |
| Bank Ozk | 4,792 | $3.12M | 1.10% | −151−3.1% | Reduced |
| Optimas Capital Ltd | 4,780 | $3.11M | 6.98% | +4,780 | New |
| Brookwood Investment Group LLC | 4,764 | $3.10M | 0.40% | −2,501−34.4% | Reduced |
| Intelligence Driven Advisers, LLC | 4,761 | $3.10M | 0.54% | −25,176−84.1% | Reduced |
| Meridian Investment Counsel Inc. | 4,759 | $3.09M | 0.74% | −125−2.6% | Reduced |
| Clarity Capital Advisors, LLC | 4,758 | $3.09M | 1.44% | +4+0.1% | Added |
| Integral Investment Advisors, Inc. | 4,754 | $3.09M | 0.77% | +50+1.1% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 4,747 | $3.09M | 1.51% | +4,747 | New |
| Armstrong Henry H Associates Inc | 4,742 | $3.08M | 0.31% | +68+1.5% | Added |
| Peterson Wealth Services | 4,741 | $3.08M | 0.76% | +35+0.7% | Added |
| Elmwood Wealth Management, Inc. | 4,739 | $3.08M | 0.85% | +528+12.5% | Added |
| Geometric Wealth Advisors | 4,738 | $3.08M | 0.39% | +221+4.9% | Added |
| Colonial Trust Advisors | 4,723 | $3.07M | 0.24% | +10.0% | Added |
| Shaker Financial Services, LLC | 4,709 | $3.07M | 1.07% | −3,072−39.5% | Reduced |
| EdgeRock Capital LLC | 4,720 | $3.07M | 0.83% | +564+13.6% | Added |
| Paladin Advisory Group, LLC | 4,713 | $3.07M | 2.33% | −272−5.5% | Reduced |
| VeraBank, N.A. | 4,712 | $3.06M | 0.56% | −127−2.6% | Reduced |
| Hurley Capital, LLC | 4,700 | $3.06M | 1.64% | +604+14.7% | Added |
| Dala Group, LLC | 4,697 | $3.05M | 2.55% | +622+15.3% | Added |
| QVT Financial LP | 4,696 | $3.05M | 0.24% | +4,696 | New |
| Ameraudi Asset Management, Inc. | 4,692 | $3.05M | 1.66% | +4+0.1% | Added |
| Financial Network Wealth Management LLC | 4,680 | $3.05M | 0.97% | −291−5.9% | Reduced |
| MPS Loria Financial Planners, LLC | 4,686 | $3.05M | 0.80% | −21−0.4% | Reduced |
| Asset Management Group, Inc. | 4,675 | $3.04M | 0.49% | −319−6.4% | Reduced |
| Rollins Financial Advisors, LLC | 4,674 | $3.04M | 0.48% | −46−1.0% | Reduced |
| Advyzon Investment Management, LLC | 4,658 | $3.03M | 0.27% | +26+0.6% | Added |
| Sierra Summit Advisors LLC | 4,654 | $3.03M | 0.44% | +92+2.0% | Added |
| WorthPointe, LLC | 4,639 | $3.02M | 0.82% | −2,699−36.8% | Reduced |
| Northern Oak Wealth Management Inc | 4,633 | $3.01M | 0.38% | −107−2.3% | Reduced |
| Asset Allocation & Management Company, LLC | 4,631 | $3.01M | 1.12% | −348−7.0% | Reduced |
| Permanent Capital Management, LP | 4,185 | $3.01M | 0.47% | 00.0% | Unchanged |
| Merkkuri Wealth Advisors LLC | 4,612 | $3.00M | 1.99% | −233−4.8% | Reduced |
| Power Wealth Management LLC | 4,608 | $3.00M | 1.12% | +57+1.3% | Added |
| Fortem Financial Group, LLC | 4,604 | $2.99M | 0.75% | −192−4.0% | Reduced |
| Consilium Wealth Advisory, LLC | 4,600 | $2.99M | 1.02% | +244+5.6% | Added |
| Axiom Investment Management LLC | 4,599 | $2.99M | 2.28% | +4,599 | New |
| Evergreen Advisors, LLC | 4,599 | $2.99M | 0.70% | −521−10.2% | Reduced |
| Werba Rubin Papier Wealth Management | 4,598 | $2.99M | 0.42% | −353−7.1% | Reduced |
| Merrion Investment Management Co, LLC | 4,597 | $2.99M | 1.61% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 4,583 | $2.98M | 1.11% | +105+2.3% | Added |
| Ascension Capital Advisors, Inc. | 4,582 | $2.98M | 0.94% | +2,406+110.6% | Added |
| Maple Capital Management, Inc. | 4,577 | $2.98M | 0.20% | +71+1.6% | Added |
| Centurion Wealth Management LLC | 4,566 | $2.97M | 0.67% | −219−4.6% | Reduced |
| Ameriflex Group, Inc. | 4,551 | $2.96M | 1.50% | +1,061+30.4% | Added |
| Newman Dignan & Sheerar, Inc. | 4,550 | $2.96M | 0.62% | −19−0.4% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 4,549 | $2.96M | 0.29% | +1,223+36.8% | Added |
| Equita Financial Network, Inc. | 4,546 | $2.96M | 0.93% | −3−0.1% | Reduced |
| Barnes Wealth Management Group, Inc | 4,524 | $2.94M | 1.49% | −134−2.9% | Reduced |
| TPG Advisors LLC | 4,509 | $2.93M | 1.83% | +59+1.3% | Added |
| WealthSpring Partners, LLC | 4,507 | $2.93M | 2.69% | −41−0.9% | Reduced |
| Pennington Partners & Co., LLC | 4,487 | $2.93M | 1.00% | +3,337+290.2% | Added |
| BCS Wealth Management | 4,496 | $2.92M | 0.60% | −4,219−48.4% | Reduced |
| Longview Financial Advisors, Inc. | 4,482 | $2.92M | 1.78% | −21−0.5% | Reduced |
| Adkins Seale Capital Management LLC | 4,481 | $2.91M | 2.88% | −15−0.3% | Reduced |