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 |
|---|---|---|---|---|---|
| Beirne Wealth Consulting Services, LLC | 2,867 | $1.87M | 0.53% | 00.0% | Unchanged |
| Exchange Bank | 2,866 | $1.86M | 1.29% | −15−0.5% | Reduced |
| Forbes Financial Planning, Inc. | 2,865 | $1.86M | 1.08% | −32−1.1% | Reduced |
| Crown Wealth Group, LLC | 2,855 | $1.86M | 0.55% | −2,047−41.8% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,855 | $1.86M | 0.90% | +53+1.9% | Added |
| Claret Asset Management Corp | 2,851 | $1.85M | 0.22% | +8+0.3% | Added |
| Aureum Wealth Management, LLC | 2,849 | $1.85M | 1.29% | +74+2.7% | Added |
| Baldwin Investment Management, LLC | 2,847 | $1.85M | 0.22% | −1,250−30.5% | Reduced |
| Sensible Money, LLC | 2,846 | $1.85M | 0.56% | −626−18.0% | Reduced |
| Mendel Money Management | 2,844 | $1.85M | 0.77% | −78−2.7% | Reduced |
| Bridgewealth Advisory Group, LLC | 2,835 | $1.84M | 0.38% | +190+7.2% | Added |
| North Berkeley Wealth Management, LLC | 2,828 | $1.84M | 0.97% | +91+3.3% | Added |
| Summit Investment Advisory Services, LLC | 2,822 | $1.84M | 0.68% | +2+0.1% | Added |
| Disciplined Investors, L.L.C. | 2,809 | $1.83M | 1.09% | +10.0% | Added |
| Riggs Asset Managment Co. Inc. | 2,808 | $1.83M | 0.38% | −3,624−56.3% | Reduced |
| Peck Wealth Management, LLC | 2,808 | $1.83M | 1.83% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 2,803 | $1.82M | 1.11% | −700−20.0% | Reduced |
| Trail Ridge Investment Advisors, LLC | 2,803 | $1.82M | 0.79% | −152−5.1% | Reduced |
| Emerald Investment Advisers, LLC | 2,803 | $1.82M | 0.16% | +2,803 | New |
| New Harbor Financial Group, LLC | 2,800 | $1.82M | 0.33% | +2,800 | New |
| Navellier & Associates Inc | 2,797 | $1.82M | 0.19% | 00.0% | Unchanged |
| TFR Capital, LLC. | 2,796 | $1.82M | 0.56% | +10.0% | Added |
| Radnor Capital Management, LLC | 2,793 | $1.82M | 0.27% | −4−0.1% | Reduced |
| Samara Investment Management, LLC | 2,787 | $1.81M | 1.88% | +2,787 | New |
| Campbell Newman Asset Management Inc | 2,786 | $1.81M | 0.15% | +1,972+242.3% | Added |
| Independent Wealth Network Inc. | 2,783 | $1.81M | 0.54% | −255−8.4% | Reduced |
| Michael B. Yongue | 2,779 | $1.81M | 1.32% | −104−3.6% | Reduced |
| Pin Oak Investment Advisors Inc | 2,770 | $1.81M | 1.28% | −594−17.7% | Reduced |
| Cambridge Financial Group, LLC | 2,777 | $1.81M | 0.61% | −329−10.6% | Reduced |
| Saxony Capital Management, LLC | 2,776 | $1.81M | 1.05% | −97−3.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 2,776 | $1.81M | 0.19% | +229+9.0% | Added |
| Wingate Wealth Advisors, Inc. | 2,773 | $1.80M | 0.96% | −400−12.6% | Reduced |
| Culbertson A N & Co Inc | 2,767 | $1.80M | 0.23% | −82−2.9% | Reduced |
| truNorth Financial Services, Inc. | 2,766 | $1.80M | 1.86% | +83+3.1% | Added |
| Granite Bay Wealth Management, LLC | 2,766 | $1.80M | 0.38% | −305−9.9% | Reduced |
| Axecap Investments, LLC | 2,762 | $1.80M | 1.24% | +152+5.8% | Added |
| Paradigm Financial Partners, LLC | 2,759 | $1.79M | 0.32% | −8,972−76.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 2,756 | $1.79M | 0.44% | −40−1.4% | Reduced |
| NVWM, LLC | 2,756 | $1.79M | 0.40% | −14,724−84.2% | Reduced |
| Narus Financial Partners, LLC | 2,751 | $1.79M | 0.47% | −273−9.0% | Reduced |
| Pitti Group Wealth Management, LLC | 2,751 | $1.79M | 1.45% | +117+4.4% | Added |
| Corient IA LLC | 2,750 | $1.79M | 1.68% | +2,750 | New |
| Gables Capital Management Inc. | 2,749 | $1.79M | 0.76% | +10+0.4% | Added |
| Cowa, LLC | 2,748 | $1.79M | 0.48% | +15+0.5% | Added |
| Silverleafe Capital Partners, LLC | 2,746 | $1.79M | 0.54% | +444+19.3% | Added |
| Mogy Joel R Investment Counsel Inc | 2,744 | $1.78M | 0.11% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 2,744 | $1.78M | 0.49% | +54+2.0% | Added |
| Clearwater Capital Advisors, LLC | 2,743 | $1.78M | 0.14% | +40+1.5% | Added |
| Gladwyn Financial Advisors, Inc. | 2,739 | $1.78M | 1.24% | −932−25.4% | Reduced |
| Tanager Wealth Management LLP | 2,738 | $1.78M | 0.17% | −66−2.4% | Reduced |
| Sabby Management, LLC | 2,734 | $1.78M | 31.13% | +2,399+716.1% | Added |
| United Asset Strategies, Inc. | 2,727 | $1.77M | 0.14% | −85−3.0% | Reduced |
| Cora Capital Advisors LLC | 2,727 | $1.77M | 0.59% | −3−0.1% | Reduced |
| Birch Hill Investment Advisors LLC | 2,724 | $1.77M | 0.08% | −5−0.2% | Reduced |
| Acorn Wealth Advisors, LLC | 2,720 | $1.77M | 0.52% | −708−20.7% | Reduced |
| First National Bank | 2,718 | $1.77M | 0.88% | +194+7.7% | Added |
| Kavar Capital Partners Group, LLC | 2,717 | $1.77M | 0.22% | +79+3.0% | Added |
| JSF Financial, LLC | 2,716 | $1.77M | 0.35% | −38−1.4% | Reduced |
| Pine Haven Investment Counsel, Inc | 2,714 | $1.77M | 1.30% | +812+42.7% | Added |
| Formidable Asset Management, LLC | 2,585 | $1.76M | 0.27% | +25+1.0% | Added |
| Marshall Investment Management, LLC | 2,709 | $1.76M | 0.84% | −4,994−64.8% | Reduced |
| American Financial Advisors, LLC | 2,706 | $1.76M | 0.23% | −50−1.8% | Reduced |
| Prosperity Financial Group, Inc. | 2,705 | $1.76M | 0.65% | −83−3.0% | Reduced |
| LexAurum Advisors, LLC | 2,705 | $1.76M | 0.23% | +2,705 | New |
| Bellevue Group AG | 2,700 | $1.76M | 0.04% | −400−12.9% | Reduced |
| Marathon Capital Management | 2,696 | $1.75M | 0.39% | −155−5.4% | Reduced |
| Cane Capital Partners, LLC | 2,695 | $1.75M | 0.77% | +235+9.6% | Added |
| Hudson Portfolio Management LLC | 2,695 | $1.75M | 1.48% | −27−1.0% | Reduced |
| Legacy Financial Group LLC | 2,683 | $1.75M | 0.22% | −10.0% | Reduced |
| Core Wealth Partners LLC | 2,683 | $1.74M | 0.81% | +366+15.8% | Added |
| Excalibur Management Corp | 2,682 | $1.74M | 0.63% | −70−2.5% | Reduced |
| Argyle Capital Partners, LLC | 2,680 | $1.74M | 1.26% | −406−13.2% | Reduced |
| Long Road Investment Counsel, LLC | 2,679 | $1.74M | 0.68% | 00.0% | Unchanged |
| REDW Wealth LLC | 2,678 | $1.74M | 0.69% | −459−14.6% | Reduced |
| A&I Financial Services, LLC | 2,675 | $1.74M | 0.82% | +2,339+696.1% | Added |
| Ayrshire Capital Management LLC | 2,673 | $1.74M | 0.90% | −70−2.6% | Reduced |
| Westbourne Investment Advisors, Inc. | 2,673 | $1.74M | 0.51% | −83−3.0% | Reduced |
| Lionsbridge Wealth Management LLC | 2,669 | $1.74M | 1.75% | +381+16.7% | Added |
| Unify Financial Advisors | 2,666 | $1.73M | 1.80% | −45−1.7% | Reduced |
| Park Edge Advisors, LLC | 2,663 | $1.73M | 0.40% | −1,961−42.4% | Reduced |
| Miramar Capital, LLC | 2,662 | $1.73M | 0.39% | +8+0.3% | Added |
| Index Fund Advisors, Inc. | 2,655 | $1.73M | 0.08% | −8−0.3% | Reduced |
| Davidson Kahn Capital Management, LLC | 2,655 | $1.73M | 0.92% | −100−3.6% | Reduced |
| Cambridge Capital Management, LLC | 2,652 | $1.72M | 0.74% | 00.0% | Unchanged |
| Trace Wealth Advisors, LLC | 2,650 | $1.72M | 1.29% | +1,875+241.9% | Added |
| Magnolia Capital Advisors LLC | 2,645 | $1.72M | 0.34% | +1,383+109.6% | Added |
| Cape Ann Savings Bank | 2,644 | $1.72M | 0.86% | −5−0.2% | Reduced |
| Advanced Asset Management Advisors Inc | 2,641 | $1.72M | 0.47% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 2,637 | $1.72M | 0.54% | +150+6.0% | Added |
| Lantz Financial LLC | 2,637 | $1.71M | 0.35% | +4+0.2% | Added |
| Regency Capital Management Inc. | 2,632 | $1.71M | 0.77% | +143+5.7% | Added |
| Wealth Care LLC | 2,628 | $1.71M | 1.52% | +2,628 | New |
| CORDA Investment Management, LLC. | 2,626 | $1.71M | 0.12% | −816−23.7% | Reduced |
| Strata Wealth Advisors, LLC | 2,619 | $1.70M | 0.47% | −268−9.3% | Reduced |
| Integrity Wealth Solutions LLC | 2,615 | $1.70M | 0.67% | +22+0.8% | Added |
| Staley Capital Advisers Inc | 2,613 | $1.70M | 0.07% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2,609 | $1.70M | 0.50% | +389+17.5% | Added |
| Vaughan David Investments LLC | 2,608 | $1.70M | 0.04% | −793−23.3% | Reduced |
| Insight Wealth Partners, LLC | 2,605 | $1.69M | 0.68% | −129−4.7% | Reduced |
| Meridian Financial, LLC | 2,602 | $1.69M | 0.92% | −231−8.2% | Reduced |