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 |
|---|---|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 47,943 | $31.2M | 17.79% | +1,627+3.5% | Added |
| Capital Group Private Client Services, Inc. | 47,871 | $31.1M | 0.52% | −4,805−9.1% | Reduced |
| Twin Focus Capital Partners, LLC | 47,820 | $31.1M | 3.57% | +13,284+38.5% | Added |
| Pettyjohn, Wood & White, Inc | 47,624 | $31.0M | 4.93% | +130+0.3% | Added |
| Essex Financial Services, Inc. | 47,270 | $30.7M | 1.72% | −686−1.4% | Reduced |
| Childress Capital Advisors, LLC | 47,237 | $30.7M | 5.54% | −481−1.0% | Reduced |
| Ausdal Financial Partners, Inc. | 47,236 | $30.7M | 1.37% | +12,460+35.8% | Added |
| GFS Advisors, LLC | 47,041 | $30.6M | 2.16% | −459−1.0% | Reduced |
| Afg Fiduciary Services Limited Partnership | 481,472 | $30.5M | 17.97% | +488+0.1% | Added |
| Regal Investment Advisors LLC | 46,742 | $30.4M | 1.75% | −1,319−2.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 46,696 | $30.4M | 0.86% | +6,330+15.7% | Added |
| BSW Wealth Partners | 46,359 | $30.1M | 3.68% | −242−0.5% | Reduced |
| Smith, Moore & Co. | 46,256 | $30.1M | 2.19% | +1,059+2.3% | Added |
| Independent Family Office, LLC | 46,213 | $30.1M | 12.37% | −70.0% | Reduced |
| Ninepoint Partners LP | 46,000 | $29.9M | 3.54% | −2,800−5.7% | Reduced |
| Ameritas Advisory Services, LLC | 45,863 | $29.8M | 1.16% | +638+1.4% | Added |
| Arthur M. Cohen & Associates, LLC | 45,505 | $29.8M | 5.30% | −559−1.2% | Reduced |
| Tocqueville Asset Management L.P. | 45,785 | $29.8M | 0.44% | −265−0.6% | Reduced |
| Welch & Forbes LLC | 45,628 | $29.7M | 0.38% | −10,530−18.8% | Reduced |
| PFG Investments, LLC | 45,452 | $29.6M | 1.38% | +511+1.1% | Added |
| Vavra Capital Management, LLC | 45,443 | $29.6M | 28.73% | +744+1.7% | Added |
| Moody National Bank Trust Division | 45,428 | $29.5M | 2.81% | +10,505+30.1% | Added |
| SFG Wealth Management, LLC. | 45,410 | $29.5M | 12.16% | −11,587−20.3% | Reduced |
| iA Global Asset Management Inc. | 45,363 | $29.5M | 0.42% | −1,453−3.1% | Reduced |
| Nations Financial Group Inc, | 45,208 | $29.4M | 1.51% | +726+1.6% | Added |
| Amarillo National Bank | 45,088 | $29.3M | 5.18% | +213+0.5% | Added |
| Fiduciary Trust Co | 45,026 | $29.3M | 0.35% | −136−0.3% | Reduced |
| Financial Services Advisory Inc | 45,008 | $29.3M | 13.92% | +1,255+2.9% | Added |
| Americana Partners, LLC | 44,995 | $29.3M | 0.76% | −3,196−6.6% | Reduced |
| Heritage Trust Co | 44,891 | $29.2M | 2.93% | +1,258+2.9% | Added |
| Fiduciary Alliance LLC | 41,454 | $29.0M | 1.75% | −41,060−49.8% | Reduced |
| Aragon Global Management, LP | 44,580 | $29.0M | 20.23% | 00.0% | Unchanged |
| Constant Guidance Financial LLC | 44,451 | $28.9M | 19.99% | −7,952−15.2% | Reduced |
| PKS Advisory Services, LLC | 44,295 | $28.9M | 6.72% | +2,433+5.8% | Added |
| Second Line Capital, LLC | 40,114 | $28.8M | 5.46% | +7,512+23.0% | Added |
| Boston Family Office LLC | 44,183 | $28.7M | 1.91% | −6,510−12.8% | Reduced |
| Timmons Wealth Management, LLC | 44,069 | $28.7M | 27.16% | +82+0.2% | Added |
| Ritholtz Wealth Management | 44,018 | $28.6M | 0.50% | −145,982−76.8% | Reduced |
| Firestone Capital Management | 43,825 | $28.5M | 5.93% | −585−1.3% | Reduced |
| First Business Financial Services, Inc. | 43,754 | $28.5M | 2.53% | −37−0.1% | Reduced |
| ARS Investment Partners, LLC | 43,715 | $28.4M | 1.48% | +646+1.5% | Added |
| Jasper Ridge Partners, L.P. | 43,695 | $28.4M | 0.63% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 43,630 | $28.4M | 0.97% | −9,536−17.9% | Reduced |
| Motco | 43,605 | $28.4M | 2.62% | −1,460−3.2% | Reduced |
| XTX Topco Ltd | 43,555 | $28.3M | 0.49% | +7,617+21.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 43,414 | $28.2M | 0.24% | −3,269−7.0% | Reduced |
| German American Bancorp, Inc. | 43,200 | $28.1M | 2.42% | −694−1.6% | Reduced |
| Evergreen Capital Management LLC | 42,996 | $28.0M | 0.61% | +474+1.1% | Added |
| Salomon & Ludwin, LLC | 42,526 | $27.9M | 2.49% | −115−0.3% | Reduced |
| Snowden Capital Advisors LLC | 42,661 | $27.8M | 0.74% | +840+2.0% | Added |
| Hancock Whitney Corp | 39,821 | $27.8M | 0.48% | −7,795−16.4% | Reduced |
| LFA - Lugano Financial Advisors SA | 42,575 | $27.7M | 14.08% | +3,631+9.3% | Added |
| Resonant Capital Advisors, LLC | 42,423 | $27.7M | 1.45% | +200+0.5% | Added |
| Titleist Asset Management, LLC | 42,215 | $27.5M | 2.07% | +2,006+5.0% | Added |
| Hantz Financial Services, Inc. | 42,107 | $27.4M | 0.42% | −3,133−6.9% | Reduced |
| Greenleaf Trust | 42,016 | $27.3M | 0.27% | +590+1.4% | Added |
| Point72 Asset Management, L.P. | 42,000 | $27.3M | 0.05% | +42,000 | New |
| Connecticut Wealth Management, LLC | 41,980 | $27.3M | 1.14% | +2,976+7.6% | Added |
| Norris Financial Group, LLC | 41,933 | $27.3M | 8.90% | −21,802−34.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 37,912 | $27.2M | 0.35% | −513−1.3% | Reduced |
| Chilton Investment Co LLC | 41,774 | $27.2M | 0.64% | +12,445+42.4% | Added |
| Truxt Investmentos Ltda. | 41,764 | $27.2M | 17.44% | +41,764 | New |
| Avidian Wealth Solutions, LLC | 41,652 | $27.1M | 0.86% | +3,278+8.5% | Added |
| FFT Wealth Management LLC | 41,466 | $27.0M | 4.90% | +206+0.5% | Added |
| Financial Engines Advisors L.L.C. | 41,518 | $27.0M | 0.05% | +20.0% | Added |
| Black Maple Capital Management LP | 41,484 | $27.0M | 20.72% | +12,901+45.1% | Added |
| Three Bridge Wealth Advisors, LLC | 41,347 | $27.0M | 7.40% | −416−1.0% | Reduced |
| Sovereign Financial Group, Inc. | 41,455 | $27.0M | 4.69% | −493−1.2% | Reduced |
| Indiana Trust & Investment Management CO | 41,367 | $26.9M | 8.31% | −388−0.9% | Reduced |
| Sovereign Investment Advisors, LLC | 41,197 | $26.9M | 5.69% | +12,848+45.3% | Added |
| Nicolet Bankshares Inc | 40,982 | $26.7M | 0.99% | +20,986+105.0% | Added |
| Capital Research Global Investors | 42,207 | $26.7M | 0.00% | +16,250+62.6% | Added |
| Thompson Siegel & Walmsley LLC | 40,897 | $26.6M | 0.47% | −837−2.0% | Reduced |
| Erste Asset Management GmbH | 41,878 | $26.5M | 0.25% | −5,591−11.8% | Reduced |
| Visualize Group LP | 40,751 | $26.5M | 10.91% | +6,071+17.5% | Added |
| Advance Capital Management, Inc. | 40,566 | $26.4M | 1.00% | −3,348−7.6% | Reduced |
| Texas Permanent School Fund | 40,540 | $26.4M | 0.98% | +4,500+12.5% | Added |
| Houlihan Financial Resource Group, Ltd. | 40,500 | $26.3M | 10.26% | −62−0.2% | Reduced |
| Gateway Investment Advisers LLC | 40,371 | $26.3M | 0.29% | +2,356+6.2% | Added |
| Benchmark Financial Wealth Advisors, LLC | 40,305 | $26.2M | 7.26% | −6,093−13.1% | Reduced |
| Zacks Investment Management | 40,292 | $26.2M | 0.21% | −6,182−13.3% | Reduced |
| MidFirst Bank | 40,280 | $26.2M | 2.17% | +73+0.2% | Added |
| Sentinus, LLC | 41,110 | $26.2M | 2.36% | +1,122+2.8% | Added |
| Nepc LLC | 40,025 | $26.0M | 0.52% | −1,378−3.3% | Reduced |
| Legacy Advisors, LLC | 39,924 | $26.0M | 3.06% | +45+0.1% | Added |
| Diversified Portfolios, Inc. | 39,851 | $25.9M | 2.13% | −443−1.1% | Reduced |
| Westco Advisory Services Inc | 39,694 | $25.8M | 16.60% | −929−2.3% | Reduced |
| LCM Capital Management Inc | 39,650 | $25.8M | 12.94% | −1,988−4.8% | Reduced |
| Smith Chas P & Associates Pa Cpas | 39,584 | $25.7M | 1.40% | +3,629+10.1% | Added |
| Prescott Group Capital Management, L.L.C. | 39,583 | $25.7M | 2.57% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 39,583 | $25.7M | 2.92% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 751,234 | $25.7M | 1.93% | −17,175−2.2% | Reduced |
| Raelipskie Partnership | 39,199 | $25.5M | 10.79% | +82+0.2% | Added |
| BigSur Wealth Management LLC | 39,051 | $25.5M | 7.14% | −9,016−18.8% | Reduced |
| Roble, Belko & Company, Inc | 39,129 | $25.4M | 3.24% | −728−1.8% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 39,108 | $25.4M | 1.10% | −582−1.5% | Reduced |
| Guardian Wealth Advisors, LLC | 39,052 | $25.4M | 14.60% | +571+1.5% | Added |
| Focus Financial Network, Inc. | 38,873 | $25.3M | 0.91% | −14,994−27.8% | Reduced |
| Accurate Wealth Management, LLC | 37,191 | $25.3M | 3.04% | +1,601+4.5% | Added |
| Palisade Asset Management, LLC | 38,848 | $25.3M | 2.54% | −54−0.1% | Reduced |