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 |
|---|---|---|---|---|---|
| Hunter Perkins Capital Management, LLC | – | $2.08M | 0.49% | – | – |
| Warren Street Wealth Advisors, LLC | 3,199 | $2.08M | 0.53% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 3,194 | $2.08M | 0.34% | −785−19.7% | Reduced |
| SP Asset Management LLC | 3,193 | $2.08M | 0.18% | −2,002−38.5% | Reduced |
| Vines Capital Management, LLC | 3,191 | $2.08M | 2.06% | 00.0% | Unchanged |
| Droms Strauss Advisors Inc | 3,182 | $2.07M | 0.54% | −138−4.2% | Reduced |
| Oxbow Advisors, LLC | 3,170 | $2.06M | 0.18% | +51+1.6% | Added |
| Selective Wealth Management, Inc. | 2,896 | $2.06M | 0.61% | −246−7.8% | Reduced |
| Granville Capital, Inc. | 3,167 | $2.06M | 1.08% | +5+0.2% | Added |
| Strategic Advisors LLC | 3,166 | $2.06M | 0.34% | +84+2.7% | Added |
| Junk Investment Group, LLC | 3,163 | $2.06M | 1.08% | +3,163 | New |
| Widmann Financial Services, Inc. | 3,156 | $2.05M | 1.22% | −20−0.6% | Reduced |
| Bayshore Capital Advisors, LLC | 3,155 | $2.05M | 0.87% | −1,104−25.9% | Reduced |
| Edgar Lomax Co | 3,150 | $2.05M | 0.15% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 3,147 | $2.05M | 0.63% | −1,265−28.7% | Reduced |
| One Charles Private Wealth Services, LLC | 3,147 | $2.05M | 0.51% | +75+2.4% | Added |
| Zevenbergen Capital Investments LLC | 3,145 | $2.05M | 0.06% | −784−20.0% | Reduced |
| Victory Financial Group, LLC | 3,143 | $2.04M | 0.25% | −794−20.2% | Reduced |
| Reflection Asset Management | 2,850 | $2.04M | 1.25% | +1,137+66.4% | Added |
| Wealth Group Ltd | 3,137 | $2.04M | 0.46% | +24+0.8% | Added |
| Carl P. Sherr & Co., LLC | 3,133 | $2.04M | 0.96% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 3,128 | $2.03M | 0.43% | −245−7.3% | Reduced |
| Delta Asset Management LLC | 3,118 | $2.03M | 0.18% | 00.0% | Unchanged |
| Sentry LLC | 3,113 | $2.02M | 0.64% | −10.0% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,112 | $2.02M | 0.12% | −30−1.0% | Reduced |
| Cannon Financial Strategists, Inc. | 3,110 | $2.02M | 0.27% | −7−0.2% | Reduced |
| Sonoma Allocations LLC | 3,073 | $2.02M | 0.70% | −123−3.8% | Reduced |
| Buck Wealth Strategies, LLC | 3,106 | $2.02M | 0.25% | −168−5.1% | Reduced |
| Aventura Private Wealth, LLC | 3,093 | $2.01M | 0.74% | +122+4.1% | Added |
| Ami Asset Management Corp | 3,086 | $2.01M | 0.13% | −615−16.6% | Reduced |
| FSA Advisors, Inc. | 3,084 | $2.01M | 1.32% | −10,392−77.1% | Reduced |
| 21 West Wealth Management LLC | 3,083 | $2.00M | 1.86% | −37−1.2% | Reduced |
| Manske Wealth Management | 3,082 | $2.00M | 0.56% | −10.0% | Reduced |
| Ponta Wealth Partners, LLC | 3,080 | $2.00M | 1.61% | +3,080 | New |
| Expressive Wealth LLC | 2,716 | $1.99M | 1.90% | −9−0.3% | Reduced |
| TrueWealth Financial Partners | 3,059 | $1.99M | 0.79% | +3,059 | New |
| Wallace Capital Management Inc. | 3,052 | $1.98M | 0.23% | +185+6.5% | Added |
| MSH Capital Advisors LLC | 3,037 | $1.97M | 0.42% | −261−7.9% | Reduced |
| Encompass More Asset Management | 3,035 | $1.97M | 0.33% | −31,662−91.3% | Reduced |
| Fiduciary Family Office, LLC | 3,028 | $1.97M | 0.56% | +14+0.5% | Added |
| EJMK Ventures LLC | 3,022 | $1.97M | 1.10% | −81−2.6% | Reduced |
| Westfuller Advisors, LLC | 3,007 | $1.96M | 0.85% | +279+10.2% | Added |
| Elevatus Welath Management | 3,014 | $1.96M | 1.03% | −600−16.6% | Reduced |
| Means Investment Co., Inc. | 3,010 | $1.96M | 0.17% | +6+0.2% | Added |
| Clarity Financial LLC | 3,010 | $1.96M | 0.21% | +282+10.3% | Added |
| Meyer Handelman Co | 3,008 | $1.96M | 0.06% | −137−4.4% | Reduced |
| Am Investment Strategies LLC | 3,001 | $1.95M | 0.43% | +6+0.2% | Added |
| Senator Investment Group LP | 3,000 | $1.95M | 0.09% | 00.0% | Unchanged |
| Glaxis Capital Management, LLC | 3,000 | $1.95M | 2.44% | −7,000−70.0% | Reduced |
| HITE Hedge Asset Management LLC | 3,000 | $1.95M | 0.11% | 00.0% | Unchanged |
| MYDA Advisors LLC | 3,000 | $1.95M | 0.46% | +3,000 | New |
| Banta Asset Management LP | 2,998 | $1.95M | 1.96% | +20+0.7% | Added |
| Frisch Financial Group, Inc. | 2,986 | $1.95M | 0.41% | +3+0.1% | Added |
| Heartwood Wealth Advisors LLC | 2,992 | $1.95M | 0.17% | +45+1.5% | Added |
| Upper Left Wealth Management, LLC | 2,989 | $1.94M | 1.15% | +296+11.0% | Added |
| Sutton Place Investors LLC | 2,989 | $1.94M | 1.06% | +68+2.3% | Added |
| Shepherd Street Advisors LLC | 2,985 | $1.94M | 1.91% | −31−1.0% | Reduced |
| Bill Few Associates, Inc. | 2,984 | $1.94M | 0.47% | +7+0.2% | Added |
| Proathlete Wealth Management LLC | 2,982 | $1.94M | 0.54% | +6+0.2% | Added |
| Floyd Financial Group LLC | 2,770 | $1.94M | 1.29% | +14+0.5% | Added |
| Arq Wealth Advisors, LLC | 2,981 | $1.94M | 0.35% | +1,400+88.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,970 | $1.93M | 0.80% | +119+4.2% | Added |
| Great Diamond Partners, LLC | 2,970 | $1.93M | 0.37% | −19,945−87.0% | Reduced |
| Shaker Investments LLC | 2,965 | $1.93M | 0.88% | −18−0.6% | Reduced |
| Sather Financial Group Inc | 2,959 | $1.92M | 0.12% | −16−0.5% | Reduced |
| Bonfire Financial | 2,949 | $1.92M | 1.45% | +6+0.2% | Added |
| AssuredPartners Investment Advisors, LLC | 2,919 | $1.92M | 0.21% | −3,603−55.2% | Reduced |
| Country Trust Bank | 2,956 | $1.92M | 0.04% | −228−7.2% | Reduced |
| Charles Schwab Trust Co | 2,956 | $1.92M | 0.12% | −1,078−26.7% | Reduced |
| Beaton Management Co. Inc. | 2,955 | $1.92M | 0.86% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 2,955 | $1.92M | 1.16% | 00.0% | Unchanged |
| Accredited Investor Services, LLC | 2,955 | $1.92M | 1.23% | +250+9.2% | Added |
| Financial Life Planners | 2,946 | $1.92M | 1.47% | −23−0.8% | Reduced |
| Stonebrook Private Inc. | 2,946 | $1.92M | 0.41% | −13−0.4% | Reduced |
| Toroso Investments, LLC | 2,944 | $1.91M | 0.01% | +1,946+195.0% | Added |
| Forthright Family Wealth Advisory LLC | 3,655 | $1.91M | 1.28% | +3,655 | New |
| May Hill Capital, LLC | 2,936 | $1.91M | 0.48% | +10.0% | Added |
| Seek First Inc. | 2,935 | $1.91M | 1.35% | +7+0.2% | Added |
| Hall Laurie J Trustee | 2,935 | $1.91M | 0.67% | +28+1.0% | Added |
| Garton & Associates Financial Advisors LLC | 2,932 | $1.91M | 1.56% | −422−12.6% | Reduced |
| Byrne Financial Freedom, LLC | 2,932 | $1.91M | 0.91% | −55−1.8% | Reduced |
| Argentarii, LLC | 2,932 | $1.91M | 0.67% | −58−1.9% | Reduced |
| Lumbard & Kellner, LLC | 2,932 | $1.91M | 0.66% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 2,930 | $1.91M | 0.71% | −706−19.4% | Reduced |
| Trillium Asset Management, LLC | 2,984 | $1.90M | 0.06% | −383−11.4% | Reduced |
| Warburton Capital Management, LLC | 2,801 | $1.90M | 0.93% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 2,926 | $1.90M | 0.30% | −656−18.3% | Reduced |
| WESCAP Management Group, Inc. | 2,913 | $1.90M | 0.37% | 00.0% | Unchanged |
| Odyssey Capital Advisors, Inc. | 2,913 | $1.89M | 1.70% | +442+17.9% | Added |
| Portland Financial Advisors Inc | 2,908 | $1.89M | 3.93% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 2,907 | $1.89M | 0.17% | −78−2.6% | Reduced |
| TigerOak Management, L.L.C. | 2,895 | $1.88M | 0.59% | −53−1.8% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,884 | $1.88M | 0.40% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 2,891 | $1.88M | 0.56% | +133+4.8% | Added |
| SK Wealth Management, LLC | 2,852 | $1.88M | 0.52% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 2,885 | $1.88M | 0.42% | 00.0% | Unchanged |
| My Purposeful Wealth Corp. | 2,883 | $1.87M | 0.45% | −57−1.9% | Reduced |
| Significant Wealth Partners LLC | 2,882 | $1.87M | 2.31% | −1,133−28.2% | Reduced |
| Sava Infond d.o.o. | 2,880 | $1.87M | 0.27% | 00.0% | Unchanged |
| Citizens & Northern Corp | 2,877 | $1.87M | 0.47% | 00.0% | Unchanged |