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 |
|---|---|---|---|---|---|
| Bridgewater Advisors Inc. | 52,999 | $39.3M | 2.34% | +609+1.2% | Added |
| Financial Partners Group, Inc | 60,437 | $39.3M | 4.70% | −271−0.4% | Reduced |
| Whitford Management LLC | 60,386 | $39.3M | 40.13% | +20,927+53.0% | Added |
| Calamos Wealth Management LLC | 59,899 | $39.0M | 1.35% | +3,845+6.9% | Added |
| Associated Banc-Corp | 59,811 | $38.9M | 1.03% | −388−0.6% | Reduced |
| Hanover Advisors Inc | 59,612 | $38.8M | 15.76% | +518+0.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 59,395 | $38.6M | 12.90% | −361−0.6% | Reduced |
| Cary Street Partners Financial LLC | 59,371 | $38.6M | 0.96% | +2,317+4.1% | Added |
| Trinity Financial Advisors LLC | 59,052 | $38.5M | 10.97% | −1,955−3.2% | Reduced |
| Aspiriant, LLC | 59,098 | $38.4M | 1.09% | −734−1.2% | Reduced |
| Family Management Corp | 58,886 | $38.3M | 4.59% | +15,131+34.6% | Added |
| Hapanowicz & Associates Financial Services, Inc | 58,812 | $38.2M | 15.21% | +1,845+3.2% | Added |
| Argent Trust Co | 58,709 | $38.2M | 1.30% | −1,794−3.0% | Reduced |
| Swiss Life Asset Management Ltd | 58,600 | $38.1M | 0.19% | +4,000+7.3% | Added |
| Evansbrook LLC | 58,578 | $38.1M | 25.44% | +103+0.2% | Added |
| Wedbush Securities Inc | 58,468 | $38.0M | 1.11% | +570+1.0% | Added |
| Apollon Wealth Management, LLC | 58,427 | $38.0M | 0.62% | −3,372−5.5% | Reduced |
| 1832 Asset Management L.P. | 58,090 | $37.8M | 0.05% | +147+0.3% | Added |
| Resources Investment Advisors, LLC. | 57,733 | $37.5M | 0.37% | +35+0.1% | Added |
| 71 West Capital Partners | 57,699 | $37.5M | 1.65% | +11,014+23.6% | Added |
| Spire Wealth Management | 57,430 | $37.3M | 1.27% | −1,358−2.3% | Reduced |
| TIG Advisors, LLC | 57,372 | $37.3M | 1.78% | +174+0.3% | Added |
| Allianz Asset Management GmbH | 57,300 | $37.3M | 0.04% | −41,700−42.1% | Reduced |
| Johnson Financial Group, Inc. | 57,041 | $37.2M | 1.35% | −1,704−2.9% | Reduced |
| Partners Capital Investment Group, LLP | 57,179 | $37.2M | 1.40% | +164+0.3% | Added |
| Axxcess Wealth Management, LLC | 64,281 | $37.1M | 1.19% | +4,806+8.1% | Added |
| Anchor Capital Management Group Inc | 57,000 | $37.1M | 25.78% | 00.0% | Unchanged |
| Oakmont Corp | 56,725 | $36.9M | 7.01% | +3,484+6.5% | Added |
| Adirondack Trust Co | 56,677 | $36.9M | 12.38% | −1,999−3.4% | Reduced |
| Retirement Planning Group | 56,650 | $36.8M | 1.14% | −1,747−3.0% | Reduced |
| Centaurus Financial, Inc. | 56,530 | $36.8M | 1.75% | −6,907−10.9% | Reduced |
| Mission Wealth Management, LP | 56,299 | $36.6M | 0.77% | +3,752+7.1% | Added |
| Teachers Retirement System of the State of Kentucky | 56,275 | $36.6M | 0.28% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 56,180 | $36.5M | 5.06% | +978+1.8% | Added |
| Cambient Family Office, LLC | 55,809 | $36.4M | 5.08% | −4,402−7.3% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 55,958 | $36.4M | 15.27% | −1,274−2.2% | Reduced |
| Hibernia Wealth Partners, LLC | 55,865 | $36.3M | 10.75% | −487−0.9% | Reduced |
| Cercano Management LLC | 55,788 | $36.3M | 1.57% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 55,512 | $36.1M | 5.56% | −420−0.8% | Reduced |
| Glen Eagle Advisors, LLC | 55,430 | $36.0M | 5.05% | −1,094−1.9% | Reduced |
| Angeles Wealth Management, LLC | 55,248 | $36.0M | 1.96% | +35+0.1% | Added |
| HM Payson & Co | 55,117 | $35.8M | 0.52% | +5,592+11.3% | Added |
| Gateway Wealth Partners, LLC | 54,971 | $35.8M | 1.39% | +26,838+95.4% | Added |
| Ayalon Holdings Ltd. | 54,596 | $35.6M | 7.27% | +10,177+22.9% | Added |
| Prosperity Consulting Group, LLC | 54,654 | $35.5M | 1.58% | +1,401+2.6% | Added |
| King Luther Capital Management Corp | 54,571 | $35.5M | 0.15% | −1,672−3.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 54,404 | $35.4M | 0.69% | −16,851−23.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 54,377 | $35.4M | 8.85% | −1,990−3.5% | Reduced |
| Trust Co of Virginia | 54,201 | $35.2M | 2.95% | −3,471−6.0% | Reduced |
| Tower Research Capital LLC (TRC) | 54,144 | $35.2M | 0.92% | +53,457+7,781.2% | Added |
| Avestar Capital, LLC | 54,113 | $35.2M | 2.41% | +12,046+28.6% | Added |
| Dorsey & Whitney Trust CO LLC | 53,950 | $35.1M | 1.93% | −347−0.6% | Reduced |
| Callan Family Office, LLC | 53,356 | $34.7M | 0.79% | +766+1.5% | Added |
| Virtue Capital Management, LLC | 54,803 | $34.6M | 5.28% | −21,084−27.8% | Reduced |
| Cresta Advisors, Ltd. | 53,247 | $34.6M | 14.18% | +3,695+7.5% | Added |
| Evermay Wealth Management LLC | 52,993 | $34.6M | 3.83% | −563−1.1% | Reduced |
| Farmers Trust Co | 52,953 | $34.4M | 5.41% | +1,411+2.7% | Added |
| Friends of the Cornell Lab of Ornithology, Inc. | 52,782 | $34.3M | 32.41% | +2,198+4.3% | Added |
| Oxford Financial Group Ltd | 52,408 | $34.1M | 1.84% | −72−0.1% | Reduced |
| Capasso Planning Partners LLC | 52,375 | $34.1M | 18.38% | −3,328−6.0% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 52,300 | $34.0M | 2.72% | +52,300 | New |
| Curated Wealth Partners LLC | 51,917 | $33.8M | 4.25% | +143+0.3% | Added |
| Kingsview Wealth Management, LLC | 51,906 | $33.8M | 0.46% | −1,412−2.6% | Reduced |
| Clarity Wealth Advisors, LLC | 51,690 | $33.6M | 6.92% | +205+0.4% | Added |
| Ironsides Asset Advisors, LLC | 51,689 | $33.6M | 8.43% | +62+0.1% | Added |
| Granite FO LLC | 51,629 | $33.6M | 19.87% | +87+0.2% | Added |
| Meritage Group LP | 51,554 | $33.5M | 1.27% | +51,554 | New |
| Diversified Management Inc | 51,545 | $33.5M | 5.75% | +109+0.2% | Added |
| Catalytic Wealth RIA, LLC | 51,382 | $33.4M | 1.38% | +6,242+13.8% | Added |
| Cullinan Associates Inc | 51,188 | $33.3M | 2.69% | −5,673−10.0% | Reduced |
| Westwood Holdings Group Inc. | 51,130 | $33.3M | 0.24% | −36,437−41.6% | Reduced |
| JCP Investment Management, LLC | 50,944 | $33.2M | 22.10% | +15,949+45.6% | Added |
| Redhawk Wealth Advisors, Inc. | 51,057 | $33.2M | 3.67% | +4,619+9.9% | Added |
| MTC Wealth Management LLC | 50,988 | $33.2M | 15.75% | −7,700−13.1% | Reduced |
| Capital Investment Advisors, LLC | 50,933 | $33.1M | 0.48% | −1,084−2.1% | Reduced |
| Momentum Wealth Planning, LLC | 50,720 | $33.1M | 29.91% | −331−0.6% | Reduced |
| Wind River Trust Co | 50,618 | $32.9M | 12.41% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 50,431 | $32.8M | 17.78% | −5,643−10.1% | Reduced |
| Hobart Private Capital, LLC | 50,375 | $32.8M | 6.44% | +4,934+10.9% | Added |
| Roth Financial Partners LLC | 50,382 | $32.7M | 11.16% | −2,697−5.1% | Reduced |
| Safeguard Investment Advisory Group, LLC | 50,211 | $32.7M | 9.02% | −3,816−7.1% | Reduced |
| Trustmark National Bank Trust Department | 50,111 | $32.6M | 2.09% | −172−0.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 50,085 | $32.6M | 2.23% | −1,696−3.3% | Reduced |
| Birinyi Associates Inc | 50,015 | $32.5M | 8.86% | −754−1.5% | Reduced |
| Marmo Financial Group, LLC | 49,866 | $32.4M | 16.06% | −734−1.5% | Reduced |
| Parallel Advisors, LLC | 49,763 | $32.4M | 0.58% | +3,146+6.7% | Added |
| Principal Street Partners, LLC | 49,696 | $32.3M | 5.28% | +1,931+4.0% | Added |
| Cardiff Park Advisors, LLC | 49,688 | $32.3M | 2.58% | −299−0.6% | Reduced |
| MPWM Advisory Solutions, LLC | 49,651 | $32.3M | 17.11% | +716+1.5% | Added |
| Sanchez Wealth Management Group | 49,639 | $32.3M | 6.98% | −652−1.3% | Reduced |
| MKT Advisors LLC | 48,925 | $32.3M | 10.81% | −1,056−2.1% | Reduced |
| Aft, Forsyth & Sober, LLC | 49,400 | $32.1M | 9.80% | 00.0% | Unchanged |
| First National Bank of Omaha | 49,948 | $31.9M | 0.99% | +502+1.0% | Added |
| Fortis Capital Advisors, LLC | 48,863 | $31.8M | 4.16% | +452+0.9% | Added |
| Crescent Grove Advisors, LLC | 48,683 | $31.7M | 3.15% | −4,529−8.5% | Reduced |
| NBC Securities, Inc. | 48,601 | $31.6M | 2.37% | −1,928−3.8% | Reduced |
| Montz Harcus Wealth Management LLC | 48,552 | $31.6M | 12.75% | +295+0.6% | Added |
| Quadrant Capital Group LLC | 48,438 | $31.5M | 0.94% | +43+0.1% | Added |
| Palumbo Wealth Management LLC | 48,380 | $31.5M | 7.68% | +569+1.2% | Added |
| True North Advisors, LLC | 48,141 | $31.3M | 3.57% | −1,813−3.6% | Reduced |