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 |
|---|---|---|---|---|---|
| Tull Financial Group, Inc. | 38,826 | $25.2M | 11.27% | −388−1.0% | Reduced |
| Central Trust Co | 38,708 | $25.2M | 0.50% | +3,058+8.6% | Added |
| Blue Edge Capital, LLC | 38,696 | $25.2M | 3.34% | +2,571+7.1% | Added |
| BLB&B Advisors, LLC | 38,685 | $25.2M | 1.04% | −1,341−3.4% | Reduced |
| Integrity Financial Corp | 38,476 | $25.1M | 12.48% | +1,004+2.7% | Added |
| Corsair Capital Management, L.P. | 38,507 | $25.0M | 3.72% | 00.0% | Unchanged |
| Taylor Securities Services, Inc. | 38,337 | $24.9M | 11.64% | +1,222+3.3% | Added |
| Provenance Wealth Advisors, LLC | 38,324 | $24.9M | 2.64% | −3,696−8.8% | Reduced |
| Larson Financial Group LLC | 38,280 | $24.9M | 0.80% | +1,606+4.4% | Added |
| Eagle Capital Management, LLC | 38,235 | $24.9M | 9.80% | −245−0.6% | Reduced |
| Albion Financial Group | 38,092 | $24.8M | 1.60% | +100+0.3% | Added |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 37,931 | $24.7M | 3.13% | −96,625−71.8% | Reduced |
| First Heartland Consultants, Inc. | 37,815 | $24.6M | 1.88% | −13,510−26.3% | Reduced |
| Signal Advisors Wealth, LLC | 37,351 | $24.3M | 1.67% | −2,261−5.7% | Reduced |
| KCM Investment Advisors LLC | 37,275 | $24.2M | 0.80% | −7,089−16.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 36,973 | $24.0M | 1.43% | −8,960−19.5% | Reduced |
| Spinnaker Trust | 36,932 | $24.0M | 1.33% | −46−0.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 36,698 | $23.9M | 0.29% | +307+0.8% | Added |
| McHugh Group, LLC | 36,490 | $23.7M | 14.05% | +697+1.9% | Added |
| Gryphon Financial Partners LLC | 36,460 | $23.7M | 2.48% | −1,980−5.2% | Reduced |
| LifeSteps Financial, Inc. | 36,235 | $23.6M | 14.92% | +2,493+7.4% | Added |
| Strategic Equity Management | 36,233 | $23.6M | 8.86% | −945−2.5% | Reduced |
| Atlas Private Wealth Advisors | 36,142 | $23.5M | 5.53% | +2,239+6.6% | Added |
| Pallas Capital Advisors LLC | 36,029 | $23.4M | 0.88% | −3,367−8.5% | Reduced |
| Boyd Watterson Asset Management LLC | 35,997 | $23.4M | 7.19% | −355−1.0% | Reduced |
| First Manhattan Co | 35,872 | $23.4M | 0.06% | −247−0.7% | Reduced |
| Condor Capital Management | 35,928 | $23.4M | 1.95% | −488−1.3% | Reduced |
| Aspen Investment Management Inc | 35,925 | $23.4M | 7.16% | +271+0.8% | Added |
| Genesis Wealth Advisors, LLC | 35,888 | $23.3M | 15.58% | +1,357+3.9% | Added |
| Aristides Capital LLC | 35,863 | $23.3M | 7.71% | −601−1.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 35,594 | $23.1M | 1.81% | −3,988−10.1% | Reduced |
| Lavelle Capital LP | 35,429 | $23.0M | 14.30% | −268−0.8% | Reduced |
| Fort Washington Investment Advisors Inc | 35,377 | $23.0M | 0.13% | −467−1.3% | Reduced |
| FCG Investment Co | 35,283 | $22.9M | 10.06% | +35,283 | New |
| Elequin Capital LP | 35,279 | $22.9M | 2.10% | −9,740−21.6% | Reduced |
| SHP Wealth Management | 35,253 | $22.9M | 1.73% | +987+2.9% | Added |
| Daymark Wealth Partners, LLC | 35,197 | $22.9M | 0.72% | −3,153−8.2% | Reduced |
| Landmark Wealth Management, Inc. | 35,116 | $22.8M | 8.61% | −5,872−14.3% | Reduced |
| WSFS Capital Management, LLC | 35,087 | $22.8M | 1.11% | +11,681+49.9% | Added |
| Armstrong Advisory Group, Inc | 34,939 | $22.7M | 1.52% | +93+0.3% | Added |
| Brickley Wealth Management | 34,863 | $22.7M | 3.89% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 34,562 | $22.6M | 1.57% | +72+0.2% | Added |
| Paragon Financial Partners, Inc. | 32,573 | $22.6M | 12.84% | +261+0.8% | Added |
| Strategic Wealth Designers | 34,781 | $22.6M | 2.87% | −371−1.1% | Reduced |
| Banque de Luxembourg S.A. | 34,768 | $22.6M | 11.70% | 00.0% | Unchanged |
| Peterson Wealth Management | 34,639 | $22.5M | 13.06% | +445+1.3% | Added |
| Pilgrim Partners Asia Pte Ltd | 34,600 | $22.5M | 9.49% | −2,653−7.1% | Reduced |
| TrueWealth Advisors, LLC | 34,591 | $22.5M | 5.66% | +254+0.7% | Added |
| Fayez Sarofim & Co | 34,587 | $22.5M | 0.06% | −70,465−67.1% | Reduced |
| Perspective Wealth Advisors LLC | 34,583 | $22.5M | 14.59% | +3,859+12.6% | Added |
| Cornerstone Capital, Inc. | 34,310 | $22.3M | 2.23% | +507+1.5% | Added |
| Spectrum Strategic Capital Management, LLC | 34,285 | $22.3M | 12.00% | +167+0.5% | Added |
| Henshaw Capital LLC | 34,135 | $22.2M | 0.82% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 34,132 | $22.2M | 14.96% | +3,200+10.3% | Added |
| Investors Portfolio Services LLC | 34,013 | $22.2M | 20.57% | −7,218−17.5% | Reduced |
| Capital Performance Advisors LLP | 34,058 | $22.1M | 1.48% | +749+2.2% | Added |
| Private Trust Co NA | 33,988 | $22.1M | 1.97% | +758+2.3% | Added |
| Buckingham Strategic Partners | 33,967 | $22.1M | 0.22% | +2,041+6.4% | Added |
| Signature Estate & Investment Advisors LLC | 33,853 | $22.0M | 0.45% | +1,851+5.8% | Added |
| Burke & Herbert Bank & Trust Co | 33,820 | $22.0M | 6.08% | −575−1.7% | Reduced |
| Trust Co of Oklahoma | 33,809 | $22.0M | 6.41% | −983−2.8% | Reduced |
| E&G Advisors, LP | 33,808 | $22.0M | 4.89% | +294+0.9% | Added |
| Segment Wealth Management, LLC | 33,752 | $22.0M | 1.29% | −385−1.1% | Reduced |
| Insight Advisors, LLC | 33,739 | $21.9M | 4.18% | −359−1.1% | Reduced |
| Sovran Advisors, LLC | 30,498 | $21.9M | 1.72% | +1,726+6.0% | Added |
| Hummer Financial Advisory Services Inc | 33,564 | $21.9M | 15.47% | +307+0.9% | Added |
| Vise Technologies, Inc. | 31,926 | $21.8M | 0.43% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 33,349 | $21.7M | 0.21% | −1,148−3.3% | Reduced |
| Boston Private Wealth LLC | 33,330 | $21.7M | 1.43% | −2,612−7.3% | Reduced |
| Steinberganna Wealth Management | 33,316 | $21.7M | 10.41% | +2,028+6.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 34,266 | $21.7M | 0.03% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 33,178 | $21.6M | 13.43% | +302+0.9% | Added |
| Tikvah Management LLC | 33,104 | $21.5M | 6.67% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 30,038 | $21.5M | 1.68% | −3,318−9.9% | Reduced |
| Securian Asset Management, Inc | 33,000 | $21.5M | 0.85% | −1,500−4.3% | Reduced |
| TCTC Holdings, LLC | 32,996 | $21.5M | 0.61% | +1,574+5.0% | Added |
| Koshinski Asset Management, Inc. | 32,972 | $21.4M | 1.34% | +879+2.7% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 29,507 | $21.3M | 15.98% | +29,064+6,560.7% | Added |
| National Asset Management, Inc. | 33,692 | $21.3M | 1.38% | −7,130−17.5% | Reduced |
| Aprio Wealth Management, LLC | 32,710 | $21.3M | 1.16% | −1,205−3.6% | Reduced |
| Ellis Investment Partners, LLC | 32,660 | $21.2M | 3.69% | +1,269+4.0% | Added |
| Baron Financial Group, LLC | 32,652 | $21.2M | 11.45% | +504+1.6% | Added |
| Clarus Wealth Advisors | 32,099 | $21.2M | 9.02% | −436−1.3% | Reduced |
| BKD Wealth Advisors, LLC | 32,432 | $21.1M | 0.40% | −700−2.1% | Reduced |
| Thrive Wealth Management, LLC | 32,422 | $21.1M | 3.14% | −444−1.4% | Reduced |
| Pioneer Trust Bank N A | 32,381 | $21.1M | 5.11% | +222+0.7% | Added |
| WealthBridge Capital Management, LLC | 32,303 | $21.0M | 4.84% | −221−0.7% | Reduced |
| TKG Advisors, LLC | 32,270 | $21.0M | 8.68% | −34−0.1% | Reduced |
| Sherman Porfolios, LLC | 32,242 | $21.0M | 1.61% | −23,241−41.9% | Reduced |
| OpenArc Corporate Advisory, LLC | 32,069 | $20.9M | 0.30% | +1,667+5.5% | Added |
| Compass Financial Group, Inc. (Ohio) | 32,042 | $20.8M | 15.25% | +333+1.1% | Added |
| Beacon Bridge Wealth Partners, LLC | 31,968 | $20.8M | 6.96% | +326+1.0% | Added |
| Leavell Investment Management, Inc. | 31,814 | $20.7M | 0.85% | −240−0.7% | Reduced |
| Sentinel Trust Co Lba | 31,783 | $20.7M | 2.05% | −417−1.3% | Reduced |
| Marathon Trading Investment Management LLC | 31,712 | $20.6M | 6.12% | −54,900−63.4% | Reduced |
| Bienville Capital Management, LLC | 31,591 | $20.6M | 3.91% | −334−1.0% | Reduced |
| Mainsail Financial Group, LLC | 31,659 | $20.6M | 8.58% | +2,026+6.8% | Added |
| Hardy Reed LLC | 31,453 | $20.5M | 1.49% | −80.0% | Reduced |
| Romano Brothers and Company | 31,452 | $20.5M | 2.32% | +235+0.8% | Added |
| Meridian Wealth Advisors, LLC | 31,360 | $20.4M | 2.70% | +284+0.9% | Added |