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 |
|---|---|---|---|---|---|
| Stonehage Fleming Financial Services Holdings Ltd | 3,978 | $2.59M | 0.09% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 3,974 | $2.58M | 0.35% | +76+1.9% | Added |
| Burford Brothers, Inc. | 3,971 | $2.58M | 1.06% | −876−18.1% | Reduced |
| Resources Management Corp | 3,969 | $2.58M | 0.34% | −75−1.9% | Reduced |
| Sculati Wealth Management, LLC | 3,966 | $2.58M | 0.95% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 3,950 | $2.57M | 2.50% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 3,948 | $2.57M | 0.27% | +3,948 | New |
| James Investment Research Inc | 3,946 | $2.57M | 0.29% | −55−1.4% | Reduced |
| Panoramic Capital Partners, LLC | 3,943 | $2.56M | 1.58% | +34+0.9% | Added |
| Rydar Equities, Inc. | 3,937 | $2.56M | 1.98% | −164−4.0% | Reduced |
| Olistico Wealth, LLC | 3,933 | $2.56M | 1.26% | −752−16.1% | Reduced |
| Goodman Financial Corp | 3,932 | $2.56M | 0.44% | −2−0.1% | Reduced |
| Synergy Financial Management, LLC | 3,922 | $2.55M | 0.27% | −15,857−80.2% | Reduced |
| Register Financial Advisors LLC | 3,921 | $2.55M | 0.94% | +10.0% | Added |
| Alterna Wealth Management, Inc | 3,914 | $2.55M | 1.93% | −907−18.8% | Reduced |
| Comprehensive Financial Planning, Inc. | 3,906 | $2.54M | 1.76% | +37+1.0% | Added |
| Kornitzer Capital Management Inc | 3,904 | $2.54M | 0.05% | +62+1.6% | Added |
| McIlrath & Eck, LLC | 3,900 | $2.54M | 0.19% | −350−8.2% | Reduced |
| Congress Asset Management Co | 3,881 | $2.52M | 0.02% | +199+5.4% | Added |
| Chung Wu Investment Group, LLC | 3,880 | $2.52M | 2.17% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 3,862 | $2.51M | 0.36% | +18+0.5% | Added |
| Wedgewood Investors Inc | 3,860 | $2.51M | 2.88% | −65−1.7% | Reduced |
| Leigh Baldwin & Co., LLC | 3,856 | $2.51M | 1.62% | −882−18.6% | Reduced |
| Tidemark, LLC | 3,849 | $2.50M | 0.64% | +23+0.6% | Added |
| Cambridge Advisors Inc. | 3,848 | $2.50M | 0.49% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3,846 | $2.50M | 0.25% | −627−14.0% | Reduced |
| Sawgrass Asset Management LLC | 3,845 | $2.50M | 0.38% | 00.0% | Unchanged |
| CFC Planning Co LLC | 3,837 | $2.50M | 1.80% | −488−11.3% | Reduced |
| HBK Investments L P | 3,832 | $2.49M | 0.03% | +2,395+166.7% | Added |
| Goldstein Advisors, LLC | 3,832 | $2.49M | 0.28% | 00.0% | Unchanged |
| Bright Financial Advisors, Inc. | 3,831 | $2.49M | 1.14% | +539+16.4% | Added |
| Evelyn Partners Asset Management Ltd | 3,824 | $2.49M | 0.61% | +407+11.9% | Added |
| Quotient Wealth Partners, LLC | 3,821 | $2.49M | 0.07% | +116+3.1% | Added |
| Lazari Capital Management, Inc. | 3,819 | $2.48M | 0.86% | −34−0.9% | Reduced |
| Cadinha & Co LLC | 3,817 | $2.48M | 0.46% | −697−15.4% | Reduced |
| Redwood Family Wealth LLC | 3,816 | $2.48M | 2.44% | −90−2.3% | Reduced |
| Hughes Financial Services, LLC | 3,816 | $2.48M | 0.38% | −80−2.1% | Reduced |
| Yardley Wealth Management LLC | 3,811 | $2.48M | 1.27% | −397−9.4% | Reduced |
| Signet Financial Management, LLC | 3,795 | $2.47M | 0.28% | −2−0.1% | Reduced |
| Pacific Center for Financial Services | 3,794 | $2.47M | 0.63% | −1,123−22.8% | Reduced |
| Laffer Tengler Investments | 3,793 | $2.47M | 0.36% | −811−17.6% | Reduced |
| Gradient Investments LLC | 3,787 | $2.46M | 0.04% | −471−11.1% | Reduced |
| United Advisor Group, LLC | 3,785 | $2.46M | 0.31% | +367+10.7% | Added |
| Silvia McColl Wealth Management, LLC | 3,786 | $2.46M | 1.62% | −200−5.0% | Reduced |
| Ridgecrest Wealth Partners, LLC | 3,781 | $2.46M | 1.36% | +400+11.8% | Added |
| Yacktman Asset Management LP | 3,768 | $2.45M | 0.03% | −28,323−88.3% | Reduced |
| CFO4Life Group, LLC | 3,758 | $2.44M | 0.37% | −9−0.2% | Reduced |
| Steelhead Wealth Management LLC | 3,759 | $2.44M | 1.24% | +3,759 | New |
| Polen Capital Management LLC | 3,757 | $2.44M | 0.02% | −2,960−44.1% | Reduced |
| Telos Capital Management, Inc. | 3,755 | $2.44M | 0.23% | −542−12.6% | Reduced |
| B&D White Capital Company, LLC | 3,752 | $2.44M | 0.30% | +835+28.6% | Added |
| ICW Investment Advisors LLC | 3,749 | $2.44M | 0.88% | −1,089−22.5% | Reduced |
| Westside Investment Management, Inc. | 3,742 | $2.44M | 0.37% | +120+3.3% | Added |
| Sheets Smith Wealth Management | 3,734 | $2.43M | 0.27% | +36+1.0% | Added |
| Erickson Financial Group, LLC | 3,731 | $2.43M | 1.52% | −195−5.0% | Reduced |
| Horizon Investments, LLC | 3,714 | $2.42M | 0.03% | +1,618+77.2% | Added |
| Members Wealth LLC | 3,393 | $2.41M | 1.44% | +6+0.2% | Added |
| ICG Advisors, LLC | 3,704 | $2.41M | 9.41% | −767−17.2% | Reduced |
| Everpar Advisors LLC | 3,703 | $2.41M | 0.83% | +357+10.7% | Added |
| First Commonwealth Financial Corp | 3,700 | $2.41M | 0.38% | −621−14.4% | Reduced |
| October Effect Ltd | 3,695 | $2.40M | 2.77% | +802+27.7% | Added |
| Costello Asset Management, INC | 3,687 | $2.40M | 0.83% | +96+2.7% | Added |
| Chemistry Wealth Management LLC | 3,681 | $2.39M | 0.42% | +114+3.2% | Added |
| Suncoast Equity Management | 3,676 | $2.39M | 0.29% | −1,773−32.5% | Reduced |
| Renaissance Investment Group LLC | 3,672 | $2.39M | 0.51% | +77+2.1% | Added |
| Grandfield & Dodd, LLC | 3,663 | $2.38M | 0.13% | −157−4.1% | Reduced |
| JNBA Financial Advisors | 3,659 | $2.38M | 0.20% | −54−1.5% | Reduced |
| Grove Street Fiduciary, LLC | 3,651 | $2.37M | 1.05% | 00.0% | Unchanged |
| Barr E S & Co | 3,651 | $2.37M | 0.14% | −12−0.3% | Reduced |
| Williams & Novak, LLC | 3,623 | $2.37M | 1.78% | −82−2.2% | Reduced |
| LMCG Investments, LLC | 3,648 | $2.37M | 0.14% | −18,618−83.6% | Reduced |
| Ebert Capital Management Inc. | 3,647 | $2.37M | 2.42% | −140−3.7% | Reduced |
| Net Worth Advisory Group | 3,645 | $2.37M | 0.49% | −65−1.8% | Reduced |
| RTD Financial Advisors, Inc. | 3,645 | $2.37M | 0.29% | +330+10.0% | Added |
| Nine Masts Capital Ltd | 3,639 | $2.37M | 0.37% | −100,500−96.5% | Reduced |
| United Bank | 3,638 | $2.37M | 0.30% | −3,093−46.0% | Reduced |
| Affinity Wealth Management LLC | 3,635 | $2.36M | 0.36% | 00.0% | Unchanged |
| NWM Advisors, LLC | 3,631 | $2.36M | 2.15% | +85+2.4% | Added |
| Manhattan West Asset Management, LLC | 3,629 | $2.36M | 0.46% | −36−1.0% | Reduced |
| Green Ridge Wealth Planning LLC | 3,629 | $2.36M | 1.24% | −15−0.4% | Reduced |
| Uptown Financial Advisors LLC | 3,628 | $2.36M | 1.91% | −16−0.4% | Reduced |
| Investors Asset Management of Georgia Inc | 3,626 | $2.36M | 0.97% | +178+5.2% | Added |
| Eldridge Investment Advisors, Inc. | 3,624 | $2.36M | 0.52% | +25+0.7% | Added |
| Boothbay Fund Management, LLC | 3,621 | $2.35M | 0.06% | −38,739−91.5% | Reduced |
| BCR Wealth Strategies, LLC | 3,620 | $2.35M | 0.74% | 00.0% | Unchanged |
| Lionshead Wealth Management, LLC | 3,617 | $2.35M | 1.73% | 00.0% | Unchanged |
| Blueline Advisors LLC | 3,605 | $2.34M | 1.82% | −218−5.7% | Reduced |
| Founders Financial Securities LLC | 3,446 | $2.34M | 0.13% | −298−8.0% | Reduced |
| Castellan Group, LLC | 3,600 | $2.34M | 0.32% | −7,309−67.0% | Reduced |
| Wallace Advisory Group, LLC | 3,600 | $2.34M | 2.50% | −96−2.6% | Reduced |
| Burney Co | 3,600 | $2.34M | 0.07% | −3,820−51.5% | Reduced |
| Murphy & Mullick Capital Management Corp | 3,600 | $2.34M | 1.73% | +11+0.3% | Added |
| Hanson & Doremus Investment Management | 3,597 | $2.34M | 0.27% | +618+20.7% | Added |
| BLVD Private Wealth, LLC | 3,596 | $2.34M | 2.03% | −76−2.1% | Reduced |
| Quantbot Technologies LP | 3,593 | $2.34M | 0.10% | +3,593 | New |
| Abundance Wealth Counselors | 3,591 | $2.34M | 0.34% | +937+35.3% | Added |
| J.P. Marvel Investment Advisors, LLC | 3,582 | $2.33M | 0.33% | 00.0% | Unchanged |
| Signature Securities Group Corporation | 3,564 | $2.32M | 0.84% | −1,474−29.3% | Reduced |
| Whalerock Point Partners, LLC | 3,573 | $2.32M | 0.45% | −214−5.7% | Reduced |
| Melfa Wealth Management, LLC | 3,570 | $2.32M | 1.33% | +35+1.0% | Added |