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 |
|---|---|---|---|---|---|
| Galilei Investment Office LLP | 76,730 | $49.9M | 25.86% | 00.0% | Unchanged |
| Advisor Resource Council | 76,624 | $49.8M | 19.70% | −10,111−11.7% | Reduced |
| Pensionmark Financial Group, LLC | 76,584 | $49.8M | 0.80% | −2,171−2.8% | Reduced |
| Kaleidoscope Capital LP | 76,560 | $49.8M | 19.17% | +214+0.3% | Added |
| ADAR1 Capital Management, LLC | 75,940 | $49.4M | 2.97% | +21,256+38.9% | Added |
| Vestmark Advisory Solutions, Inc. | 75,834 | $49.3M | 0.55% | +25,329+50.2% | Added |
| Atalanta Sosnoff Capital, LLC | 75,082 | $48.8M | 1.05% | +32,182+75.0% | Added |
| Fifth Third Securities, Inc. | 74,691 | $48.6M | 3.14% | −1,387−1.8% | Reduced |
| Fidelis Capital Partners, LLC | 74,491 | $48.4M | 3.45% | +558+0.8% | Added |
| Hengehold Capital Management LLC | 74,274 | $48.3M | 4.22% | +2,393+3.3% | Added |
| Archetype Wealth Partners | 74,260 | $48.3M | 6.06% | −773−1.0% | Reduced |
| Rathbone Brothers plc | 74,158 | $48.2M | 0.19% | −540−0.7% | Reduced |
| Gladstone Institutional Advisory LLC | 73,991 | $48.1M | 1.78% | −10,277−12.2% | Reduced |
| Embree Financial Group | 73,962 | $48.1M | 5.67% | −4,498−5.7% | Reduced |
| McAlister, Sweet & Associates, Inc. | 73,834 | $48.0M | 29.90% | +17,939+32.1% | Added |
| Pinkerton Retirement Specialists, LLC | 70,198 | $47.9M | 4.36% | +1,726+2.5% | Added |
| Cordoba Advisory Partners LLC | 73,132 | $47.7M | 13.18% | +69,497+1,911.9% | Added |
| Frank, Rimerman Advisors LLC | 73,280 | $47.7M | 3.13% | −1,652−2.2% | Reduced |
| Yousif Capital Management, LLC | 73,260 | $47.6M | 0.56% | +28,244+62.7% | Added |
| Board of Trustees of The Leland Stanford Junior University | 73,085 | $47.5M | 5.60% | +73,085 | New |
| Systematic Alpha Investments, LLC | 72,970 | $47.5M | 1.67% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 72,525 | $47.3M | 8.12% | +5,343+8.0% | Added |
| Financial Solutions Advisory Group, Inc. | 72,587 | $47.2M | 6.52% | +72,587 | New |
| Great Valley Advisor Group, Inc. | 72,415 | $47.1M | 0.86% | +26,524+57.8% | Added |
| Element Pointe Advisors, LLC | 72,251 | $47.0M | 8.87% | −65−0.1% | Reduced |
| Soltis Investment Advisors LLC | 72,104 | $46.9M | 3.05% | +33,432+86.5% | Added |
| Robertson Stephens Wealth Management, LLC | 71,897 | $46.9M | 1.31% | −11,329−13.6% | Reduced |
| Allie Family Office LLC | 71,636 | $46.6M | 20.36% | −662−0.9% | Reduced |
| Purpose Unlimited Inc. | 71,696 | $46.6M | 1.93% | +5,083+7.6% | Added |
| Golden State Wealth Management, LLC | 71,675 | $46.6M | 5.10% | −7,015−8.9% | Reduced |
| Simmons Bank | 71,620 | $46.6M | 3.12% | −4,447−5.8% | Reduced |
| State of Wisconsin Investment Board | 71,576 | $46.5M | 0.11% | +12,226+20.6% | Added |
| ZEGA Investments, LLC | 71,382 | $46.4M | 8.79% | −1,281−1.8% | Reduced |
| James J. Burns & Company, LLC | 71,166 | $46.3M | 6.28% | +12,784+21.9% | Added |
| Lazard Freres Gestion S.A.S. | 71,053 | $46.2M | 0.91% | −13,960−16.4% | Reduced |
| Miracle Mile Advisors, LLC | 70,737 | $46.0M | 0.63% | −6,031−7.9% | Reduced |
| Addison Capital Co | 70,183 | $45.6M | 8.12% | +25,681+57.7% | Added |
| Archon Partners LLC | 70,000 | $45.5M | 5.39% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 70,000 | $45.5M | 8.88% | +69,556+15,665.8% | Added |
| Seven Post Investment Office LP | 69,811 | $45.4M | 14.67% | −5,828−7.7% | Reduced |
| Retirement Income Solutions, Inc | 69,780 | $45.4M | 7.76% | −600−0.9% | Reduced |
| Silvercrest Asset Management Group LLC | 69,499 | $45.2M | 0.33% | +12,924+22.8% | Added |
| Kozak & Associates, Inc. | 65,851 | $45.2M | 8.81% | −169−0.3% | Reduced |
| Pitcairn Wealth Advisors LLC | 66,171 | $45.1M | 4.15% | −10.0% | Reduced |
| Flagship Harbor Advisors, LLC | 69,294 | $45.1M | 1.98% | +202+0.3% | Added |
| Madison Asset Management, LLC | 68,631 | $44.6M | 0.55% | +4,593+7.2% | Added |
| Clear Harbor Asset Management, LLC | 68,449 | $44.5M | 3.08% | +1,757+2.6% | Added |
| AXA S.A. | 67,929 | $44.2M | 17.23% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 67,850 | $44.1M | 10.39% | +1,404+2.1% | Added |
| Union Bancaire Privee, UBP SA | 68,964 | $44.1M | 0.81% | +13,317+23.9% | Added |
| Bleichroeder LP | 67,645 | $44.0M | 7.60% | +35,075+107.7% | Added |
| Tyche Wealth Partners LLC | 67,261 | $43.7M | 6.75% | +2,486+3.8% | Added |
| Kera Capital Partners, Inc. | 67,041 | $43.6M | 5.35% | −560−0.8% | Reduced |
| Benjamin Edwards Inc | 67,028 | $43.6M | 0.43% | +986+1.5% | Added |
| Socha Financial Group, LLC | 66,969 | $43.6M | 22.09% | +2,464+3.8% | Added |
| Verger Capital Management LLC | 66,919 | $43.5M | 12.83% | −120−0.2% | Reduced |
| Capital Advisors Inc | 66,785 | $43.4M | 0.70% | −25,959−28.0% | Reduced |
| Inscription Capital, LLC | 66,543 | $43.3M | 4.55% | −1,145−1.7% | Reduced |
| Modern Wealth Management, LLC | 65,799 | $43.1M | 0.74% | −22,327−25.3% | Reduced |
| Lutz Financial Services LLC | 66,202 | $43.1M | 2.89% | −669−1.0% | Reduced |
| Atlantic Private Wealth, LLC | 66,125 | $43.0M | 28.11% | −1,721−2.5% | Reduced |
| Washington Growth Strategies LLC | 65,815 | $42.8M | 27.96% | −2,150−3.2% | Reduced |
| L & S Advisors Inc | 65,632 | $42.7M | 5.37% | +37,471+133.1% | Added |
| Thoma Capital Management LLC | 65,520 | $42.6M | 25.20% | +523+0.8% | Added |
| Berkshire Bank | 65,314 | $42.5M | 8.71% | −3,665−5.3% | Reduced |
| Guidance Capital, Inc | 58,361 | $42.2M | 9.47% | −4,379−7.0% | Reduced |
| Proficio Capital Partners LLC | 64,865 | $42.2M | 2.26% | −1,479−2.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 78,979 | $42.2M | 1.00% | +18,210+30.0% | Added |
| North Star Investment Management Corp. | 64,665 | $42.1M | 2.55% | +210.0% | Added |
| First Nebraska Trust Co | 64,026 | $41.6M | 3.85% | +254+0.4% | Added |
| Empowered Funds, LLC | 63,964 | $41.6M | 0.27% | +16,488+34.7% | Added |
| Canandaigua National Corp | 63,806 | $41.5M | 3.71% | +63,806 | New |
| Wallace Hart LLC | 63,699 | $41.4M | 57.08% | −5,948−8.5% | Reduced |
| Curtis Advisory Group, LLC | 63,429 | $41.3M | 8.89% | 00.0% | Unchanged |
| Connors Investor Services Inc | 63,251 | $41.1M | 3.80% | −4,998−7.3% | Reduced |
| Woodard & Co Asset Management Group Inc | 62,949 | $40.9M | 6.55% | −1,363−2.1% | Reduced |
| Washburn Capital Management, Inc. | 62,835 | $40.9M | 23.74% | −175−0.3% | Reduced |
| Sjbenen Advisory, LLC | 62,651 | $40.7M | 34.03% | −29,957−32.3% | Reduced |
| Caldwell Trust Co | 62,622 | $40.7M | 3.64% | +1,020+1.7% | Added |
| Lifestyle Asset Management, Inc. | 62,546 | $40.7M | 13.29% | −135−0.2% | Reduced |
| Chesley Taft & Associates LLC | 62,460 | $40.6M | 1.70% | −196−0.3% | Reduced |
| We Are One Seven, LLC | 62,458 | $40.6M | 0.82% | −11,297−15.3% | Reduced |
| Wilkerson Advisory Group LLC | 62,441 | $40.6M | 13.96% | +3,450+5.8% | Added |
| TSG Advice Partners, LLC | 62,301 | $40.5M | 6.07% | −50,597−44.8% | Reduced |
| Capital World Investors | 64,032 | $40.5M | 0.01% | +11,466+21.8% | Added |
| Anfield Capital Management, LLC | 62,202 | $40.5M | 11.13% | −1,604−2.5% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 61,881 | $40.4M | 7.98% | −4,021−6.1% | Reduced |
| Western Wealth Management, LLC | 62,017 | $40.3M | 1.56% | +11,235+22.1% | Added |
| SNS Financial Group, LLC | 61,814 | $40.3M | 3.47% | −541−0.9% | Reduced |
| Capital Wealth Planning, LLC | 61,867 | $40.2M | 0.22% | +4,864+8.5% | Added |
| Wealth Advisory Solutions, LLC | 61,756 | $40.2M | 8.95% | +1,066+1.8% | Added |
| Principal Financial Group Inc | 61,574 | $40.0M | 0.02% | −290.0% | Reduced |
| Crestwood Advisors Group LLC | 61,499 | $40.0M | 0.67% | −8,590−12.3% | Reduced |
| Youngs Advisory Group, Inc. | 61,397 | $39.9M | 14.19% | +199+0.3% | Added |
| GM Advisory Group, Inc. | 61,322 | $39.9M | 1.54% | +335+0.5% | Added |
| Aviso Financial Inc. | 61,184 | $39.8M | 1.41% | −775−1.3% | Reduced |
| Brinker Capital Investments, LLC | 61,139 | $39.8M | 0.34% | −33,792−35.6% | Reduced |
| Brighton Jones LLC | 60,915 | $39.6M | 0.87% | +60,915 | New |
| Verdence Capital Advisors LLC | 60,789 | $39.5M | 2.31% | −642−1.0% | Reduced |
| Kovack Advisors, Inc. | 60,317 | $39.5M | 2.10% | −9,055−13.1% | Reduced |