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 |
|---|---|---|---|---|---|
| Root Financial Partners, LLC | 4,481 | $2.91M | 0.13% | +949+26.9% | Added |
| NorthStar Asset Management LLC | 4,465 | $2.90M | 1.40% | −96−2.1% | Reduced |
| Cahaba Wealth Management, Inc. | 4,452 | $2.90M | 0.20% | −41−0.9% | Reduced |
| Madrona Financial Services, LLC | 4,451 | $2.89M | 0.63% | −481−9.8% | Reduced |
| Searle & Co. | 4,450 | $2.89M | 0.73% | −500−10.1% | Reduced |
| OMNI 360 Wealth, Inc. | 4,449 | $2.89M | 1.49% | +9+0.2% | Added |
| Independent Wealth Advisors LLC | 4,443 | $2.89M | 2.84% | +402+9.9% | Added |
| Arbor Wealth Advisors LLC | 4,441 | $2.89M | 2.03% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 4,434 | $2.88M | 0.43% | −117−2.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 4,422 | $2.88M | 0.67% | +1,235+38.8% | Added |
| Red Lighthouse Investment Management, LLC | 4,417 | $2.87M | 0.97% | +4,417 | New |
| Seizert Capital Partners, LLC | 4,413 | $2.87M | 0.13% | +787+21.7% | Added |
| Hillman Co | 4,411 | $2.87M | 1.12% | 00.0% | Unchanged |
| Ironwood Financial, llc | 4,406 | $2.87M | 0.50% | −60−1.3% | Reduced |
| City State Bank | 4,398 | $2.86M | 0.74% | +37+0.8% | Added |
| Banque Transatlantique SA | 4,388 | $2.86M | 0.07% | +3,753+591.0% | Added |
| Bull Street Advisors, LLC | 4,392 | $2.86M | 1.41% | −50−1.1% | Reduced |
| Anchyra Partners LLC | 4,383 | $2.85M | 0.87% | +42+1.0% | Added |
| Cooksen Wealth, LLC | 4,379 | $2.85M | 2.07% | 00.0% | Unchanged |
| Axis Wealth Partners, LLC | 4,375 | $2.85M | 1.51% | −360−7.6% | Reduced |
| YANKCOM Partnership | 4,366 | $2.84M | 1.17% | 00.0% | Unchanged |
| Washington Trust Bank | 4,365 | $2.84M | 0.21% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 4,364 | $2.84M | 0.40% | −31−0.7% | Reduced |
| Trust Co of Toledo NA | 4,364 | $2.84M | 0.27% | +191+4.6% | Added |
| SkyOak Wealth, LLC | 4,363 | $2.84M | 0.52% | +30+0.7% | Added |
| ARS Wealth Advisors Group, LLC | 4,363 | $2.84M | 0.24% | +92+2.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 4,362 | $2.84M | 1.18% | +7+0.2% | Added |
| Clearbridge Investments, LLC | 4,360 | $2.84M | 0.00% | −72,183−94.3% | Reduced |
| Center for Financial Planning, Inc. | 4,352 | $2.83M | 0.30% | −111−2.5% | Reduced |
| Archford Capital Strategies, LLC | 4,352 | $2.83M | 0.32% | +155+3.7% | Added |
| Oarsman Capital, Inc. | 4,350 | $2.83M | 0.35% | −389−8.2% | Reduced |
| Cooper/Haims Advisors, LLC | 4,345 | $2.83M | 1.33% | −102−2.3% | Reduced |
| White Lighthouse Investment Management Inc. | 4,342 | $2.82M | 0.39% | +225+5.5% | Added |
| Lake Street Financial LLC | 4,335 | $2.82M | 0.36% | +120+2.8% | Added |
| Cito Capital Group, LLC | 4,320 | $2.82M | 0.86% | −260−5.7% | Reduced |
| Aurelius Family Office LLC | 4,331 | $2.82M | 1.22% | −300−6.5% | Reduced |
| Private Capital Advisors, Inc. | 4,322 | $2.81M | 0.32% | −1,459−25.2% | Reduced |
| NerdWallet Wealth Partners, LLC | 4,320 | $2.81M | 1.23% | +4,320 | New |
| BWM Planning, LLC | 4,320 | $2.81M | 0.74% | +9+0.2% | Added |
| Arch Global Advisors, LLC | 4,318 | $2.81M | 1.47% | +4,318 | New |
| AlpenGlobal Capital LLC | 4,309 | $2.80M | 1.78% | +4,309 | New |
| Fiduciary Financial Group, LLC | 4,305 | $2.80M | 0.37% | −91−2.1% | Reduced |
| Koss-Olinger Consulting, LLC | 4,299 | $2.80M | 0.23% | −297−6.5% | Reduced |
| Wall Street Access Asset Management, LLC | 4,298 | $2.79M | 0.71% | +18+0.4% | Added |
| Financial Synergies Wealth Advisors, Inc. | 4,285 | $2.79M | 0.27% | +119+2.9% | Added |
| Mathes Company, Inc. | 4,280 | $2.78M | 1.02% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 4,267 | $2.78M | 0.77% | −71−1.6% | Reduced |
| Kiley Juergens Wealth Management, LLC | 4,267 | $2.78M | 0.49% | +4,267 | New |
| Trevian Wealth Management LLC | 4,254 | $2.77M | 1.37% | +63+1.5% | Added |
| Tufton Capital Management | 4,252 | $2.77M | 0.50% | −60−1.4% | Reduced |
| Shelton Capital Management | 4,245 | $2.76M | 0.06% | +748+21.4% | Added |
| ProVise Management Group, LLC | 4,239 | $2.76M | 0.20% | −91−2.1% | Reduced |
| D L Carlson Investment Group Inc | 4,236 | $2.76M | 0.47% | −44−1.0% | Reduced |
| American Capital Advisory, LLC | 4,235 | $2.75M | 1.12% | −216−4.9% | Reduced |
| Old Peak Finance LLC | 4,229 | $2.75M | 1.61% | −109−2.5% | Reduced |
| Coastal Investment Advisors, Inc. | 4,229 | $2.75M | 0.95% | −402−8.7% | Reduced |
| McDaniel Terry & Co | 4,218 | $2.74M | 0.23% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 4,213 | $2.74M | 0.40% | 00.0% | Unchanged |
| River Street Advisors LLC | 4,197 | $2.73M | 0.92% | −80−1.9% | Reduced |
| CM Wealth Advisors LLC | 4,174 | $2.72M | 0.58% | 00.0% | Unchanged |
| Team Hewins, LLC | 4,169 | $2.72M | 0.81% | −16−0.4% | Reduced |
| Bluedoor Private Wealth, LLC | 4,177 | $2.72M | 1.26% | +80+2.0% | Added |
| Allred Capital Management, LLC | 4,175 | $2.72M | 0.99% | +10+0.2% | Added |
| Chesapeake Asset Management LLC | 4,165 | $2.71M | 2.17% | +10.0% | Added |
| Astoria Portfolio Advisors LLC. | 3,785 | $2.71M | 0.58% | −51−1.3% | Reduced |
| TBH Global Asset Management, LLC | 4,158 | $2.70M | 0.54% | −599−12.6% | Reduced |
| Traphagen Investment Advisors LLC | 4,142 | $2.69M | 0.22% | +248+6.4% | Added |
| Rockwood Wealth Management, LLC | 4,137 | $2.69M | 0.19% | +335+8.8% | Added |
| Aull & Monroe Investment Management Corp | 4,128 | $2.68M | 1.25% | −320−7.2% | Reduced |
| Roberts Wealth Advisors, LLC | 4,127 | $2.68M | 0.68% | +871+26.8% | Added |
| Stone Point Wealth LLC | 4,127 | $2.68M | 0.75% | −24−0.6% | Reduced |
| Grange Capital, LLC | 4,125 | $2.68M | 2.67% | −170−4.0% | Reduced |
| Capstone Financial Advisors, Inc. | 4,123 | $2.68M | 0.14% | −178−4.1% | Reduced |
| Portus Wealth Advisors, LLC | 4,119 | $2.68M | 2.52% | +658+19.0% | Added |
| Meramec Financial Planners, LLC | 3,775 | $2.68M | 1.06% | −1,084−22.3% | Reduced |
| Bulltick Wealth Management, LLC | 4,096 | $2.67M | 0.59% | +503+14.0% | Added |
| Duncan Williams Asset Management, LLC | 4,096 | $2.66M | 0.74% | −1,183−22.4% | Reduced |
| General Partner, Inc. | 4,088 | $2.66M | 1.62% | 00.0% | Unchanged |
| Able Wealth Management LLC | 4,078 | $2.65M | 0.71% | +916+29.0% | Added |
| Sterling Investment Counsel, LLC | 4,072 | $2.65M | 0.74% | −18−0.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 4,058 | $2.65M | 0.42% | −5−0.1% | Reduced |
| Miramar Fiduciary Corp | 4,056 | $2.65M | 2.17% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 4,064 | $2.64M | 1.05% | +146+3.7% | Added |
| Owlhouse Capital LP | 4,059 | $2.64M | 3.51% | +4,059 | New |
| Wallington Asset Management, LLC | 4,055 | $2.64M | 0.35% | −32−0.8% | Reduced |
| Impact Capital Partners LLC | 4,053 | $2.64M | 0.80% | +74+1.9% | Added |
| Blue Chip Partners, Inc. | 4,047 | $2.63M | 0.19% | −63−1.5% | Reduced |
| Tudor Financial Inc. | 4,047 | $2.63M | 1.35% | +39+1.0% | Added |
| Legacy Financial Advisors, Inc. | 4,037 | $2.63M | 0.37% | −1,051−20.7% | Reduced |
| Global Assets Advisory, LLC | 5,011 | $2.62M | 0.80% | +1,017+25.5% | Added |
| J. Derek Lewis & Associates Inc. | 4,020 | $2.61M | 0.59% | +44+1.1% | Added |
| Graybill Bartz & Assoc Ltd | 4,015 | $2.61M | 0.79% | +48+1.2% | Added |
| Insight 2811, Inc. | 4,008 | $2.61M | 1.13% | +65+1.6% | Added |
| Spring Capital Management, LLC | 4,004 | $2.60M | 1.32% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 4,000 | $2.60M | 1.02% | 00.0% | Unchanged |
| WealthPoint Financial, LLC | 3,993 | $2.60M | 2.17% | −30−0.7% | Reduced |
| Manchester Financial Inc | 3,990 | $2.59M | 0.50% | −822−17.1% | Reduced |
| Midwest Financial Group LLC | 3,987 | $2.59M | 1.11% | +792+24.8% | Added |
| Bearing Point Capital, LLC | 3,987 | $2.59M | 0.41% | −1,614−28.8% | Reduced |
| Flaharty Asset Management, LLC | 3,982 | $2.59M | 0.32% | −180−4.3% | Reduced |