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 |
|---|---|---|---|---|---|
| Modus Advisors, LLC | 3,567 | $2.32M | 0.64% | +190+5.6% | Added |
| Osprey Private Wealth LLC | 3,567 | $2.32M | 0.67% | +142+4.1% | Added |
| Cranbrook Wealth Management, LLC | 3,566 | $2.32M | 0.47% | −23−0.6% | Reduced |
| Mane Global Capital Management LP | 3,565 | $2.32M | 0.24% | +3,565 | New |
| Evelyn Partners Investment Management LLP | 3,559 | $2.31M | 0.06% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 3,553 | $2.31M | 0.24% | −24−0.7% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 3,550 | $2.31M | 0.19% | −35−1.0% | Reduced |
| Wagner Wealth Management, LLC | 3,550 | $2.31M | 0.47% | −102−2.8% | Reduced |
| Integrity Wealth Partners, LLC | 3,534 | $2.30M | 2.07% | +3,534 | New |
| SmartHarvest Portfolios, LLC | 3,531 | $2.30M | 0.96% | +382+12.1% | Added |
| United Community Bank | 3,529 | $2.30M | 0.77% | +1,823+106.9% | Added |
| Private Wealth Asset Management, LLC | 3,522 | $2.29M | 0.24% | −10−0.3% | Reduced |
| Baldwin Brothers Inc | 3,512 | $2.28M | 0.17% | −49−1.4% | Reduced |
| Santori & Peters | 3,510 | $2.28M | 0.71% | +152+4.5% | Added |
| GoalVest Advisory LLC | 3,508 | $2.28M | 0.45% | +724+26.0% | Added |
| Chickasaw Capital Management LLC | 3,506 | $2.28M | 0.08% | −187−5.1% | Reduced |
| Revisor Wealth Management LLC | 3,486 | $2.27M | 0.63% | −184−5.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,492 | $2.27M | 0.53% | 00.0% | Unchanged |
| Mosaic Advisors LLC | 3,180 | $2.27M | 3.41% | +3,180 | New |
| Allegiance Financial Group Advisory Services LLC | 3,490 | $2.27M | 0.45% | +11+0.3% | Added |
| Haven Private, LLC | 3,485 | $2.27M | 0.99% | +1,491+74.8% | Added |
| Auour Investments LLC | 3,477 | $2.26M | 0.71% | +68+2.0% | Added |
| Maia Wealth LLC | 3,477 | $2.26M | 0.38% | −253−6.8% | Reduced |
| Mainstream Capital Management LLC | 3,473 | $2.26M | 1.52% | 00.0% | Unchanged |
| Hoese & Co LLP | 3,466 | $2.25M | 1.67% | −495−12.5% | Reduced |
| Fairview Capital Investment Management, LLC | 3,463 | $2.25M | 0.12% | −102−2.9% | Reduced |
| Hippocratic Financial Advisors, LLC | 3,463 | $2.25M | 0.99% | +3+0.1% | Added |
| Tritonpoint Wealth, LLC | 3,451 | $2.25M | 0.24% | −35−1.0% | Reduced |
| Tortuga Wealth Management, Inc | 3,456 | $2.25M | 2.10% | +37+1.1% | Added |
| First County Bank | 3,459 | $2.25M | 1.20% | −1,218−26.0% | Reduced |
| Marshall Financial Group LLC | 3,457 | $2.25M | 0.36% | −38−1.1% | Reduced |
| Tannin Capital LLC | 3,449 | $2.24M | 1.63% | −47−1.3% | Reduced |
| Park Place Capital Corp | 3,439 | $2.24M | 0.45% | +35+1.0% | Added |
| Agate Pass Investment Management, LLC | 3,437 | $2.24M | 0.87% | −59−1.7% | Reduced |
| Valley National Advisers Inc | 3,435 | $2.23M | 0.29% | +27+0.8% | Added |
| Nikulski Financial, Inc. | 3,428 | $2.23M | 0.55% | −1,446−29.7% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 3,416 | $2.23M | 1.17% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 3,414 | $2.22M | 0.25% | −244−6.7% | Reduced |
| Delta Capital Management LLC | 3,410 | $2.22M | 1.22% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 3,383 | $2.22M | 0.39% | +616+22.3% | Added |
| Coyle Financial Counsel LLC | 3,408 | $2.22M | 0.47% | +262+8.3% | Added |
| Violich Capital Management, Inc. | 3,407 | $2.22M | 0.26% | −161−4.5% | Reduced |
| Red Wave Investments LLC | 3,403 | $2.21M | 0.66% | +38+1.1% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 3,393 | $2.21M | 0.70% | +612+22.0% | Added |
| Blue Zone Wealth Advisors, LLC | 3,398 | $2.21M | 0.45% | +1,300+62.0% | Added |
| Sym Financial Corp | 3,397 | $2.21M | 0.22% | +8+0.2% | Added |
| Somerset Group LLC | 3,110 | $2.21M | 1.64% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 3,395 | $2.21M | 0.45% | −1,907−36.0% | Reduced |
| Optimist Retirement Group LLC | 3,389 | $2.20M | 0.97% | +49+1.5% | Added |
| Alpha Zero LLC | 3,384 | $2.20M | 1.11% | −698−17.1% | Reduced |
| Transce3nd, LLC | 3,379 | $2.20M | 19.51% | −144−4.1% | Reduced |
| Paragon Private Wealth Management, LLC | 3,373 | $2.19M | 0.69% | +1,240+58.1% | Added |
| Spartan Wealth Advisory Services LLC | 3,370 | $2.19M | 0.19% | +3,370 | New |
| Bernard Wealth Management Corp. | 3,363 | $2.19M | 0.93% | +806+31.5% | Added |
| Bannerstone Capital Management, LLC | 3,999 | $2.18M | 2.26% | +747+23.0% | Added |
| Brand Asset Management Group, Inc. | 3,355 | $2.18M | 0.57% | −53−1.6% | Reduced |
| TFC Financial Management | 3,355 | $2.18M | 0.27% | +512+18.0% | Added |
| Buckhead Capital Management LLC | 3,355 | $2.18M | 0.82% | +378+12.7% | Added |
| JT Stratford LLC | 3,352 | $2.18M | 0.28% | +883+35.8% | Added |
| Hegarty Advisors, LLC | 3,349 | $2.18M | 1.72% | +38+1.1% | Added |
| Retireful, LLC | 3,348 | $2.18M | 3.07% | −2,908−46.5% | Reduced |
| Winebrenner Capital Management LLC | 3,348 | $2.18M | 1.40% | −2−0.1% | Reduced |
| CapWealth Advisors, LLC | 3,344 | $2.17M | 0.16% | −88−2.6% | Reduced |
| Balance Wealth, LLC | 3,333 | $2.17M | 0.67% | +334+11.1% | Added |
| Diesslin Group, Inc. | 3,326 | $2.16M | 0.97% | +11+0.3% | Added |
| Founders Grove Wealth Partners, LLC | 3,323 | $2.16M | 0.49% | −85−2.5% | Reduced |
| Catalina Capital Group, LLC | 3,318 | $2.16M | 1.32% | −23−0.7% | Reduced |
| Tred Avon Family Wealth, LLC | 3,317 | $2.16M | 0.72% | +3+0.1% | Added |
| Tableaux LLC | 3,317 | $2.16M | 1.04% | +2+0.1% | Added |
| KMT Wealth Management, LLC | 3,314 | $2.16M | 1.17% | +1,288+63.6% | Added |
| Alaethes Wealth LLC | 3,303 | $2.15M | 0.62% | −2,222−40.2% | Reduced |
| CoreFirst Bank & Trust | 3,312 | $2.15M | 1.14% | −25−0.7% | Reduced |
| 360 Financial, Inc. | 3,309 | $2.15M | 0.65% | +10.0% | Added |
| Sunpointe, LLC | 3,307 | $2.15M | 0.70% | −14−0.4% | Reduced |
| Pathway Financial Advisers, LLC | 3,298 | $2.14M | 0.61% | +66+2.0% | Added |
| Fortress Private Ledger, LLC | 3,297 | $2.14M | 0.67% | −1,407−29.9% | Reduced |
| Consilio Wealth Advisors, LLC | 3,295 | $2.14M | 0.63% | −203−5.8% | Reduced |
| D.B. Root & Company, LLC | 3,293 | $2.14M | 0.51% | +442+15.5% | Added |
| Astra Wealth Partners LLC | 3,284 | $2.14M | 1.35% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 3,293 | $2.14M | 0.51% | +9+0.3% | Added |
| Campbell Deegan Wealth Management, LLC | 3,270 | $2.13M | 1.71% | −136−4.0% | Reduced |
| Fulton Bank, N.A. | 3,268 | $2.13M | 0.07% | +706+27.6% | Added |
| Main Street Research LLC | 3,263 | $2.12M | 0.12% | +600+22.5% | Added |
| Hallmark Capital Management Inc | 3,259 | $2.12M | 0.14% | −1,452−30.8% | Reduced |
| Hopwood Nicholas Hunter | 3,255 | $2.12M | 0.67% | −40−1.2% | Reduced |
| Callahan Advisors, LLC | 3,242 | $2.11M | 0.18% | −8−0.2% | Reduced |
| McBroom & Associates, LLC | 3,238 | $2.11M | 1.17% | −220−6.4% | Reduced |
| Financial Council Asset Management Inc | 3,236 | $2.10M | 0.81% | +591+22.3% | Added |
| Disciplined Investments, LLC | 3,233 | $2.10M | 0.75% | −470−12.7% | Reduced |
| Occidental Asset Management, LLC | 3,230 | $2.10M | 0.25% | +504+18.5% | Added |
| Ahara Advisors LLC | 3,229 | $2.10M | 1.76% | −152−4.5% | Reduced |
| Navigation Wealth Management, Inc. | 3,228 | $2.10M | 7.57% | −55,119−94.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 3,220 | $2.09M | 0.38% | −18−0.6% | Reduced |
| Petersen Hastings Wealth Advisors Inc. | 3,219 | $2.09M | 0.19% | +33+1.0% | Added |
| Aire Advisors, LLC | 3,216 | $2.09M | 0.38% | +261+8.8% | Added |
| Good Steward Wealth Advisors,LLC | 3,214 | $2.09M | 1.34% | −11−0.3% | Reduced |
| Falcon Wealth Planning | 3,207 | $2.09M | 0.14% | +84+2.7% | Added |
| Ethic Inc. | 3,201 | $2.08M | 0.03% | +1,649+106.3% | Added |
| CFS Investment Advisory Services, LLC | 2,931 | $2.08M | 0.14% | −45−1.5% | Reduced |
| Randolph Co Inc | 3,200 | $2.08M | 0.20% | 00.0% | Unchanged |