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; 4,668 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| Jordan Park Group LLC | 153,174 | $99.6M | 5.30% | −25,673−14.4% | Reduced |
| Karnit Road Accident Victims Compensation Fund | 151,957 | $98.8M | 57.99% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 151,127 | $98.3M | 1.53% | +2,287+1.5% | Added |
| CIBC Asset Management Inc | 151,078 | $98.3M | 0.24% | −40,153−21.0% | Reduced |
| Strategic Point Investment Advisors, LLC | 150,473 | $97.9M | 14.22% | −2,940−1.9% | Reduced |
| Steel Peak Wealth Management LLC | 149,701 | $97.6M | 3.06% | +24,663+19.7% | Added |
| Summit Financial, LLC | 148,667 | $97.0M | 1.24% | +3,081+2.1% | Added |
| Guggenheim Capital LLC | 148,649 | $96.7M | 0.77% | −36,298−19.6% | Reduced |
| Howard Capital Management Group, LLC | 148,438 | $96.5M | 6.41% | +486+0.3% | Added |
| MCF Advisors LLC | 148,027 | $96.4M | 4.23% | +6,357+4.5% | Added |
| Cavalier Investments, LLC | 147,679 | $96.0M | 24.74% | +76,820+108.4% | Added |
| Adviser Investments LLC | 149,003 | $95.6M | 1.05% | +6,171+4.3% | Added |
| Ally Financial Inc. | 147,000 | $95.6M | 11.89% | +147,000 | New |
| RBF Capital, LLC | 146,300 | $95.1M | 4.67% | 00.0% | Unchanged |
| V2 Financial group LLC | 144,847 | $94.2M | 43.87% | +5,794+4.2% | Added |
| Serenus Wealth Advisors, LLC | 143,805 | $93.5M | 18.65% | −2,149−1.5% | Reduced |
| Jabodon PT Co | 143,159 | $93.1M | 10.82% | +409+0.3% | Added |
| Sentinel Pension Advisors Inc | 143,122 | $93.1M | 13.76% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 142,572 | $92.7M | 2.82% | +1,817+1.3% | Added |
| New York Life Insurance Co | 142,522 | $92.7M | 18.89% | 00.0% | Unchanged |
| Rising Stella Capital Pte. Ltd | 142,477 | $92.7M | 43.38% | +896+0.6% | Added |
| Pine Valley Investments Ltd Liability Co | 141,970 | $92.5M | 4.50% | +7,089+5.3% | Added |
| Thor Trading Advisors, LLC | 140,349 | $91.3M | 37.82% | +1,840+1.3% | Added |
| RSM US Wealth Management LLC | 371,432 | $91.0M | 1.12% | +17,107+4.8% | Added |
| Fiera Capital Corp | 139,759 | $90.9M | 0.31% | −3,081−2.2% | Reduced |
| GTS Securities LLC | 138,884 | $90.3M | 3.19% | +115,272+488.2% | Added |
| Total Investment Management Inc | 137,653 | $89.5M | 10.44% | +350+0.3% | Added |
| Public Sector Pension Investment Board | 137,634 | $89.5M | 0.28% | +18,846+15.9% | Added |
| Ramsey Quantitative Systems | 137,311 | $89.3M | 92.74% | −10,292−7.0% | Reduced |
| Beacon Capital Management, Inc. | 136,583 | $88.8M | 5.00% | +8,314+6.5% | Added |
| Urban Financial Advisory Corp | 136,100 | $88.5M | 31.29% | −5,578−3.9% | Reduced |
| Webster Bank, N. A. | 135,727 | $88.3M | 8.36% | −4,642−3.3% | Reduced |
| Wellington Management Group LLP | 133,994 | $87.1M | 0.02% | −3,206−2.3% | Reduced |
| Joel Isaacson & Co., LLC | 133,991 | $87.1M | 2.89% | −679−0.5% | Reduced |
| Schusterman Interests, LLC | 133,977 | $87.1M | 22.27% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 123,527 | $87.0M | 5.61% | −10,061−7.5% | Reduced |
| Ci Investments Inc. | 133,362 | $86.7M | 0.42% | −61,883−31.7% | Reduced |
| Johnson Investment Counsel Inc | 133,289 | $86.7M | 0.70% | +2,671+2.0% | Added |
| Coldstream Capital Management Inc | 52,863 | $86.7M | 1.07% | +9,277+21.3% | Added |
| Bokf, NA | 131,903 | $85.8M | 1.31% | −520−0.4% | Reduced |
| UBS Asset Management Americas Inc | 131,706 | $85.7M | 0.02% | +101,938+342.4% | Added |
| Busey Wealth Management | 131,254 | $85.4M | 2.32% | +888+0.7% | Added |
| Banque Pictet & Cie SA | 130,998 | $85.2M | 0.99% | −1,055−0.8% | Reduced |
| St. Louis Trust Co | 130,958 | $85.2M | 9.94% | −1,915−1.4% | Reduced |
| Berkeley Capital Partners, LLC | 130,694 | $85.0M | 19.71% | +845+0.7% | Added |
| Atticus Wealth Management, LLC | 130,667 | $85.0M | 23.03% | −9,138−6.5% | Reduced |
| Independence Bank of Kentucky | 130,525 | $84.9M | 10.75% | +2,396+1.9% | Added |
| Mesirow Financial Investment Management, Inc. | 129,793 | $84.4M | 1.37% | +14,405+12.5% | Added |
| CSM Advisors, LLC | 129,440 | $84.2M | 2.07% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 128,688 | $83.7M | 12.42% | +102,259+386.9% | Added |
| British Columbia Investment Management Corp | 126,834 | $82.5M | 0.49% | +59,937+89.6% | Added |
| J.W. Cole Advisors, Inc. | 126,655 | $82.4M | 2.78% | +1,811+1.5% | Added |
| Amundi | 126,010 | $81.9M | 0.02% | +2,763+2.2% | Added |
| Midwest Trust Co | 125,444 | $81.6M | 1.02% | +364+0.3% | Added |
| TCW Group Inc | 124,723 | $81.1M | 0.61% | +254+0.2% | Added |
| First Western Trust Bank | 124,488 | $81.0M | 4.09% | +78,861+172.8% | Added |
| Insigneo Advisory Services, LLC | 124,461 | $80.9M | 5.76% | +3,931+3.3% | Added |
| Foundations Investment Advisors, LLC | 124,014 | $80.7M | 1.00% | −28,685−18.8% | Reduced |
| Granger Management LLC | 122,830 | $80.1M | 22.36% | +50.0% | Added |
| Kestra Private Wealth Services, LLC | 122,932 | $79.9M | 0.99% | +10,514+9.4% | Added |
| Evoke Wealth, LLC | 122,209 | $79.7M | 1.47% | −613−0.5% | Reduced |
| Portland Global Advisors LLC | 122,346 | $79.6M | 8.48% | −1,424−1.2% | Reduced |
| Krane Funds Advisors LLC | 121,000 | $79.5M | 3.26% | +40,600+50.5% | Added |
| Keystone Financial Group | 115,948 | $78.6M | 5.38% | −1,695−1.4% | Reduced |
| Oppenheimer & Co Inc | 120,620 | $78.4M | 0.96% | +434+0.4% | Added |
| IFG Advisors, LLC | 120,444 | $78.3M | 12.83% | +7,464+6.6% | Added |
| RMB Capital Management, LLC | 119,642 | $78.0M | 1.39% | +4,569+4.0% | Added |
| Balyasny Asset Management LLC | 119,922 | $78.0M | 0.15% | −7,070−5.6% | Reduced |
| Mill Creek Capital Advisors, LLC | 118,772 | $77.2M | 1.59% | −2,413−2.0% | Reduced |
| Capital Advisors, Ltd. LLC | 118,468 | $77.0M | 8.76% | −214−0.2% | Reduced |
| Atria Investments LLC | 118,413 | $77.0M | 0.86% | −17,543−12.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 117,991 | $76.7M | 0.07% | −19,914−14.4% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 117,698 | $76.5M | 4.49% | −17,100−12.7% | Reduced |
| Haverford Trust Co | 116,631 | $75.8M | 0.70% | −2,322−2.0% | Reduced |
| Headland Capital, LLC | 116,407 | $75.7M | 21.33% | +792+0.7% | Added |
| Atlantic Union Bankshares Corp | 116,140 | $75.5M | 1.45% | −1,634−1.4% | Reduced |
| Evercore Wealth Management, LLC | 115,674 | $75.2M | 1.18% | −874−0.7% | Reduced |
| Klingman & Associates, LLC | 115,315 | $75.0M | 3.59% | +87+0.1% | Added |
| Kirkwood Financial Services | 114,358 | $74.3M | 25.47% | +3,031+2.7% | Added |
| Dakota Wealth Management | 114,199 | $74.3M | 1.61% | +6,101+5.6% | Added |
| Venture Visionary Partners LLC | 113,809 | $74.0M | 2.47% | −5,872−4.9% | Reduced |
| Fortitude Financial, LLC | 112,861 | $73.4M | 38.84% | +111,855+11,118.8% | Added |
| Natixis Advisors, L.P. | 112,537 | $73.2M | 0.10% | +9,371+9.1% | Added |
| Tucker Asset Management LLC | 111,617 | $72.6M | 21.70% | −32,679−22.6% | Reduced |
| Eos Management, L.P. | 110,736 | $72.0M | 30.94% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 109,792 | $71.4M | 4.38% | −3,285−2.9% | Reduced |
| NTV Asset Management LLC | 109,021 | $70.9M | 7.79% | −5,404−4.7% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 109,000 | $70.9M | 21.52% | 00.0% | Unchanged |
| Lavaca Capital LLC | 108,901 | $70.8M | 13.16% | −7,820−6.7% | Reduced |
| Lepercq De Neuflize Asset Management LLC | 108,716 | $70.7M | 51.24% | −6,529−5.7% | Reduced |
| Bank Hapoalim BM | 108,126 | $70.3M | 10.79% | +50,349+87.1% | Added |
| Bawa N Mallick Trust | 107,400 | $69.8M | 28.61% | 00.0% | Unchanged |
| First Horizon Corp | 107,352 | $69.8M | 2.92% | +1,353+1.3% | Added |
| Farther Finance Advisors, LLC | 106,308 | $69.7M | 0.66% | +7,800+7.9% | Added |
| SRS Capital Advisors, Inc. | 106,585 | $69.4M | 1.96% | +20,230+23.4% | Added |
| Azarias Capital Management, L.P. | 106,461 | $69.2M | 31.03% | 00.0% | Unchanged |
| Blackstone Group Inc. | 106,328 | $69.1M | 0.28% | +7,518+7.6% | Added |
| Independent Financial Group, LLC | 106,085 | $69.0M | 1.55% | −2,903−2.7% | Reduced |
| Cynosure Management, LLC | 229,061 | $68.4M | 8.55% | +135,140+143.9% | Added |
| Unifi Asset Management LP | 104,870 | $68.2M | 39.05% | +88,070+524.2% | Added |