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 |
|---|---|---|---|---|---|
| Alvarez & Marsal Private Wealth Partners, LLC | 104,447 | $68.1M | 9.56% | 00.0% | Unchanged |
| Novare Capital Management LLC | 104,484 | $68.0M | 5.38% | −6,815−6.1% | Reduced |
| Omers Administration Corp | 103,835 | $67.5M | 0.43% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 103,708 | $67.4M | 15.25% | +9,707+10.3% | Added |
| Regions Financial Corp | 103,356 | $67.2M | 0.44% | −9,254−8.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 102,908 | $66.9M | 0.04% | −1,925−1.8% | Reduced |
| Conning Inc. | 102,120 | $66.4M | 2.21% | 00.0% | Unchanged |
| New England Asset Management Inc | 101,954 | $66.3M | 8.43% | −1,050−1.0% | Reduced |
| Shepherd Financial Partners LLC | 101,693 | $66.1M | 6.27% | −124−0.1% | Reduced |
| D.A. Davidson & Co. | 101,453 | $66.0M | 0.40% | +689+0.7% | Added |
| Dynasty Wealth Management, LLC | 101,433 | $66.0M | 0.58% | −1,498−1.5% | Reduced |
| Change Path, LLC | 101,228 | $65.8M | 1.53% | +15,740+18.4% | Added |
| Meridian Wealth Management, LLC | 100,803 | $65.6M | 2.33% | +5,616+5.9% | Added |
| Crewe Advisors LLC | 100,267 | $65.2M | 5.57% | −488−0.5% | Reduced |
| DV Trading LLC | 99,976 | $65.0M | 5.90% | −65,245−39.5% | Reduced |
| HMS Capital Management, LLC | 99,771 | $64.9M | 25.10% | +43,661+77.8% | Added |
| Fort Point Capital Partners LLC | 99,378 | $64.8M | 8.57% | −1,893−1.9% | Reduced |
| Aptus Capital Advisors, LLC | 99,584 | $64.8M | 0.54% | +9,637+10.7% | Added |
| Federation des caisses Desjardins du Quebec | 99,370 | $64.6M | 0.23% | +6,782+7.3% | Added |
| VestGen Advisors, LLC | 87,462 | $64.6M | 1.81% | +25,624+41.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 98,579 | $64.1M | 0.18% | −814−0.8% | Reduced |
| LGL Partners, LLC | 98,217 | $64.1M | 26.37% | +428+0.4% | Added |
| Canada Post Corp Registered Pension Plan | 98,414 | $64.0M | 2.55% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 97,226 | $63.2M | 0.98% | +11,689+13.7% | Added |
| West Financial Advisors, LLC | 96,928 | $63.0M | 10.70% | −1,377−1.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 96,441 | $62.7M | 1.09% | −2,247−2.3% | Reduced |
| Modera Wealth Management, LLC | 95,753 | $62.3M | 0.75% | −860−0.9% | Reduced |
| Apella Capital, LLC | 87,650 | $62.2M | 0.92% | +3,211+3.8% | Added |
| ING Groep NV | 95,260 | $62.0M | 0.38% | −200,878−67.8% | Reduced |
| AE Wealth Management LLC | 95,114 | $61.7M | 0.33% | −72,475−43.2% | Reduced |
| All Terrain Financial Advisors, LLC | 94,654 | $61.6M | 19.19% | +1,502+1.6% | Added |
| Holocene Advisors, LP | 94,073 | $61.2M | 0.15% | +9,540+11.3% | Added |
| SEI Investments Co | 93,832 | $61.0M | 0.06% | +5,277+6.0% | Added |
| Allstate Corp | 93,796 | $61.0M | 0.65% | −843,907−90.0% | Reduced |
| Sapient Capital LLC | 93,455 | $60.9M | 0.92% | +1,103+1.2% | Added |
| Prospera Financial Services Inc | 93,093 | $60.6M | 0.98% | −5,492−5.6% | Reduced |
| Matauro, LLC | 92,602 | $60.2M | 8.70% | +4,804+5.5% | Added |
| Klingenstein Fields & Co LP | 92,487 | $60.1M | 2.37% | +300+0.3% | Added |
| Phoenix Holdings Ltd. | 92,330 | $60.1M | 0.57% | +1,134+1.2% | Added |
| Westshore Wealth, LLC | 92,353 | $60.1M | 21.07% | −7,025−7.1% | Reduced |
| Choate Investment Advisors | 92,230 | $60.0M | 1.17% | −421−0.5% | Reduced |
| First Financial Bank - Trust Division | 91,182 | $59.3M | 4.78% | +1,458+1.6% | Added |
| Engineers Gate Manager LP | 90,680 | $59.0M | 0.74% | −102,560−53.1% | Reduced |
| Perigon Wealth Management, LLC | 90,430 | $58.8M | 1.07% | +2,504+2.8% | Added |
| Stock Yards Bank & Trust Co | 90,129 | $58.6M | 1.82% | −330.0% | Reduced |
| Cumberland Advisors Inc | 89,953 | $58.5M | 22.90% | +2,010+2.3% | Added |
| Summit Trail Advisors, LLC | 89,838 | $58.4M | 0.84% | +21,229+30.9% | Added |
| 4Thought Financial Group Inc. | 89,773 | $58.4M | 28.87% | +4,186+4.9% | Added |
| Granby Capital Management, LLC | 89,500 | $58.2M | 33.36% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 89,222 | $58.0M | 3.05% | −28,549−24.2% | Reduced |
| Cerity Partners Retirement Plan Advisors LLC | 89,068 | $57.9M | 29.60% | +89,068 | New |
| IFP Advisors, Inc | 88,760 | $57.7M | 1.20% | −5,812−6.1% | Reduced |
| Trustees of Dartmouth College | 88,666 | $57.7M | 22.92% | −245,534−73.5% | Reduced |
| Sowell Financial Services LLC | 88,477 | $57.5M | 2.13% | +4,326+5.1% | Added |
| Procyon Private Wealth Partners, LLC | 88,453 | $57.5M | 2.82% | −27,449−23.7% | Reduced |
| Attessa Capital LLC | 88,201 | $57.4M | 31.20% | +2,468+2.9% | Added |
| Howard Hughes Medical Institute | 88,185 | $57.4M | 13.79% | −149,700−62.9% | Reduced |
| Greenhouse Wealth Management, LLC | 87,957 | $57.1M | 35.33% | −1,040−1.2% | Reduced |
| Legacy Wealth Management, LLC | 87,701 | $57.0M | 16.26% | −4,330−4.7% | Reduced |
| CVS Health Corp | 87,578 | $57.0M | 26.83% | −66,313−43.1% | Reduced |
| Vanguard National Trust Co | 86,970 | $56.6M | 3.56% | +86,970 | New |
| Reicon Wealth Advisors, LLC | 86,877 | $56.5M | 43.37% | −18,449−17.5% | Reduced |
| Sigma Planning Corp | 86,031 | $56.0M | 1.55% | −1,890−2.1% | Reduced |
| Chicago Partners Investment Group LLC | 78,150 | $55.6M | 1.24% | +1,219+1.6% | Added |
| Potentia Wealth | 84,978 | $55.3M | 21.34% | −3,101−3.5% | Reduced |
| MIO Partners, Inc. | 84,939 | $55.2M | 100.00% | +849+1.0% | Added |
| Valor Advisors LLC | 80,395 | $55.0M | 46.24% | 00.0% | Unchanged |
| Allianz SE | 84,365 | $54.9M | 0.61% | −34,905−29.3% | Reduced |
| Scharf Investments, LLC | 84,290 | $54.8M | 1.69% | +14,006+19.9% | Added |
| Aua Capital Management, LLC | 84,284 | $54.8M | 28.00% | −359−0.4% | Reduced |
| Waldron Private Wealth LLC | 83,684 | $54.4M | 2.12% | −1,302−1.5% | Reduced |
| Black Swift Group, LLC | 83,272 | $54.2M | 9.48% | −6,907−7.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 82,956 | $53.9M | 2.56% | −4,336−5.0% | Reduced |
| Arkadios Wealth Advisors | 82,917 | $53.9M | 0.89% | +5,182+6.7% | Added |
| Capital International Investors | 85,099 | $53.8M | 0.01% | −36,362−29.9% | Reduced |
| Dean, Jacobson Financial Services, LLC | 82,635 | $53.7M | 33.02% | +1,479+1.8% | Added |
| Edmond de Rothschild Holding S.A. | 82,578 | $53.7M | 0.78% | −19,435−19.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 82,092 | $53.4M | 1.23% | +1,333+1.7% | Added |
| Laird Norton Trust Company, LLC | 81,615 | $53.2M | 1.16% | −2,325−2.8% | Reduced |
| Becker Capital Management Inc | 81,489 | $53.1M | 1.56% | −1,267−1.5% | Reduced |
| Performa Ltd (US), LLC | 81,535 | $53.0M | 12.00% | −14,840−15.4% | Reduced |
| King Wealth | 81,213 | $52.8M | 6.60% | +7,209+9.7% | Added |
| Bryn Mawr Trust Co | 80,074 | $52.1M | 1.24% | +1,926+2.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 79,580 | $51.8M | 0.35% | +4,721+6.3% | Added |
| Aspen Grove Capital, LLC | 79,314 | $51.7M | 10.06% | +1,464+1.9% | Added |
| Northwest & Ethical Investments L.P. | 79,500 | $51.7M | 1.20% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 79,392 | $51.6M | 0.38% | −512−0.6% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 79,130 | $51.5M | 2.70% | 00.0% | Unchanged |
| Keel Point, LLC | 78,628 | $51.1M | 3.43% | −6,897−8.1% | Reduced |
| Seal Cove Capital, LLC | 78,507 | $51.1M | 44.75% | −130.0% | Reduced |
| Arvest Bank Trust Division | 78,042 | $50.8M | 2.76% | +65+0.1% | Added |
| First National Trust Co | 78,015 | $50.7M | 1.73% | −1,840−2.3% | Reduced |
| Barings LLC | 78,005 | $50.7M | 0.82% | −19,325−19.9% | Reduced |
| Oppenheimer Asset Management Inc. | 77,789 | $50.6M | 0.58% | −19,159−19.8% | Reduced |
| CAPROCK Group, Inc. | 77,532 | $50.6M | 1.23% | +1,144+1.5% | Added |
| Signaturefd, LLC | 77,698 | $50.5M | 0.77% | +320+0.4% | Added |
| Lebenthal Global Advisors, LLC | 76,957 | $50.0M | 7.28% | +3,395+4.6% | Added |
| Commonwealth Financial Services, LLC | 76,845 | $50.0M | 7.91% | +4,625+6.4% | Added |
| MSA Advisors, LLC | 76,728 | $50.0M | 15.02% | −14,651−16.0% | Reduced |
| Flputnam Investment Management Co | 76,773 | $49.9M | 0.74% | −660−0.9% | Reduced |