SPDR S&P 500 ETF TRUST (SPY) Institutional Ownership
SPY is currently held by 12 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $209.99M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $103.02M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's SPY position is now estimated to be worth approximately $116.21M, representing an estimated gain of +12.80% since the filing period.
Major shareholders tracked on this page include Sequoia Financial Advisors, Meritage Group, Miller Value Partners, and other prominent asset managers. Collectively, these investors account for approximately 92% of the total disclosed value among the investors covered in this analysis.
This page tracks asset manager ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward SPDR S&P 500 ETF TRUST (SPY).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 12 | $209,989,531 | 361,090 |
| Q4 2025 | 11 | $436,493,187 | 684,552 |
| Q3 2025 | 8 | $129,974,282 | 233,765 |
| Q2 2025 | 10 | $188,921,065 | 344,445 |
| Q1 2025 | 8 | $98,369,866 | 214,225 |
| Q4 2024 | 11 | $244,392,762 | 462,136 |
| Q3 2024 | 11 | $160,293,216 | 324,298 |
| Q2 2024 | 9 | $156,180,264 | 331,854 |
| Q1 2024 | 8 | $109,650,169 | 270,897 |
| Q4 2023 | 14 | $254,345,307 | 679,643 |
| Q3 2023 | 8 | $71,249,597 | 212,119 |
| Q2 2023 | 8 | $76,534,350 | 251,443 |
Related SPY Institutional Insights:
- SPY Institutional Ownership & Insiders Activity
- SPY Institutional Ownership & 13F Activity
- SPY Top Institutional Shareholders
- SPY Institutional Buying Activity
- SPY Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- SPY Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings