Who holds SPYticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

SPDR S&P 500 ETF · ETF · quarter ended 2026-03-31 · 23 members disclosed SPY ↗

3,851

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$320B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

1,589

addsholders whose share count rose or who opened the position (new + add), by shares

346

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of SPY ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	JPMORGAN CHASE & CO	$28.9B	45,790,886	+45,790,886	new
2	MORGAN STANLEY	$26.3B	40,502,730	+11,178,224	add
3	GOLDMAN SACHS GROUP INC	$23.8B	36,607,926	+36,607,926	new
4	BANK OF AMERICA CORP /DE/	$21.0B	32,276,125	+1,472,426	add
5	JANE STREET GROUP, LLC	$13.2B	20,289,599	+10,317,407	add
6	NORTHERN TRUST CORP	$9.0B	13,839,818	+41,889	add
7	UBS Group AG	$8.0B	12,302,084	+1,454,597	add
8	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$6.9B	10,645,680	+632,633	add
9	LPL Financial LLC	$6.5B	9,962,967	−207,794	trim
10	WELLS FARGO & COMPANY/MN	$6.1B	9,418,886	−11,628,230	trim
11	Gotham Asset Management, LLC	$5.9B	9,005,674	+2,278,473	add
12	BARCLAYS PLC	$4.2B	6,532,151	+6,532,151	new
13	ROYAL BANK OF CANADA	$4.2B	6,383,133	−2,529,671	trim
14	Capula Management Ltd	$4.0B	6,159,222	+497,045	add
15	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$4.0B	6,112,403	+160,413	add
16	BANK OF MONTREAL /CAN/	$3.9B	5,964,307	−1,114,055	trim
17	RAYMOND JAMES FINANCIAL INC	$2.9B	4,529,491	−637,435	trim
18	Bridgewater Associates, LP	$2.8B	4,364,862	−90,551	trim
19	Lido Advisors, LLC	$2.8B	4,336,222	+887,790	add
20	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$2.7B	4,269,557	+1,082,661	add
21	FMR LLC	$2.7B	4,166,717	−85,254	trim
22	US BANCORP \DE\	$2.7B	4,167,187	−76,555	trim
23	Cresset Asset Management, LLC	$2.3B	3,561,935	−51,205	trim
24	MACKENZIE FINANCIAL CORP	$2.2B	3,432,710	+293,695	add
25	TRUIST FINANCIAL CORP	$2.0B	3,149,164	+20,530	add
26	BNP PARIBAS FINANCIAL MARKETS	$1.9B	2,981,038	+311,798	add
27	Creative Planning	$1.9B	2,956,006	−58,746	trim
28	Rockefeller Capital Management L.P.	$1.9B	2,946,267	+109,457	add
29	Sanders Capital, LLC	$1.9B	2,923,008	+872,370	add
30	TD ASSET MANAGEMENT INC	$1.9B	2,848,742	+76,740	add
31	HighTower Advisors, LLC	$1.8B	2,802,707	+795,257	add
32	National Mutual Insurance Federation of Agricultural Cooperatives	$1.7B	2,617,832	0	no change
33	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.7B	2,589,197	−1,163,340	trim
34	ENVESTNET ASSET MANAGEMENT INC	$1.7B	2,584,704	+111,705	add
35	Focus Partners Wealth	$1.5B	2,429,375	−424,076	trim
36	Pathstone Holdings, LLC	$1.4B	2,176,821	−40,607	trim
37	Cerity Partners LLC	$1.4B	2,150,070	+87,321	add
38	BlackRock, Inc.	$1.3B	2,063,717	+102,082	add
39	Cetera Investment Advisers	$1.2B	1,811,359	−19,884	trim
40	CIBC WORLD MARKET INC.	$1.2B	1,807,103	+1,383,105	add
41	Walleye Capital LLC	$1.1B	1,636,152	+1,393,628	add
42	CITIGROUP INC	$1.1B	1,631,197	−6,867,547	trim
43	STIFEL FINANCIAL CORP	$1.1B	1,627,679	−50,185	trim
44	COMMONWEALTH EQUITY SERVICES, LLC	$1.1B	1,619,363	−117,330	trim
45	STATE STREET CORP	$1.0B	1,594,625	−70,266	trim
46	Mariner, LLC	$979M	1,507,932	−1,240	trim
47	Corient Private Wealth LLC	$966M	1,543,318	−28,352,955	trim
48	Bank Julius Baer & Co. Ltd, Zurich	$905M	1,390,820	−128,384	trim
49	Trustees of Columbia University in the City of New York	$891M	1,369,552	+157,655	add
50	MACQUARIE GROUP LTD	$871M	1,340,025	+1,142,000	add
51	OSAIC HOLDINGS, INC.	$843M	1,294,890	−36,822	trim
52	Power Alpha Investment Ltd	$818M	1,258,151	−56,290	trim
53	Norinchukin Bank, The	$802M	1,233,000	0	no change
54	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$790M	1,214,328	−9,764	trim
55	Trust Asset Management LLC	$783M	1,204,318	−7,627	trim
56	Pure Financial Advisors, LLC	$734M	1,128,423	+33,307	add
57	TUDOR INVESTMENT CORP ET AL	$728M	1,119,113	+674,583	add
58	BBR PARTNERS, LLC	$694M	1,067,347	+21,771	add
59	NATIXIS	$659M	1,013,049	+74,173	add
60	FRANKLIN RESOURCES INC	$641M	985,588	+41,078	add
61	BROWN ADVISORY INC	$630M	968,768	+49,331	add
62	MAI Capital Management	$624M	959,838	+31,709	add
63	Valeo Financial Advisors, LLC	$600M	922,509	−9,003	trim
64	FIFTH THIRD BANCORP	$599M	920,364	+463,079	add
65	AQR CAPITAL MANAGEMENT LLC	$596M	916,400	+213,491	add
66	CANADA PENSION PLAN INVESTMENT BOARD	$570M	877,000	−1,185,000	trim
67	IEQ CAPITAL, LLC	$561M	863,032	−283,246	trim
68	Freedom Together Foundation	$551M	847,400	0	no change
69	BLAIR WILLIAM & CO/IL	$550M	845,294	−12,509	trim
70	Verition Fund Management LLC	$543M	835,554	−431,812	trim
71	Circle Wealth Management, LLC	$540M	830,249	+1,425	add
72	Pine Ridge Advisers LLC	$533M	820,008	−3,453	trim
73	CAPTRUST FINANCIAL ADVISORS	$513M	788,251	−8,892	trim
74	Quantinno Capital Management LP	$511M	785,441	+265,555	add
75	Concentric Capital Strategies, LP	$499M	767,992	+43,504	add
76	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$497M	764,294	+764,294	new
77	SUMITOMO MITSUI FINANCIAL GROUP, INC.	$492M	755,968	+2,456	add
78	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$489M	752,000	+752,000	new
79	D. E. Shaw & Co., Inc.	$485M	745,510	−4,701,040	trim
80	TD Waterhouse Canada Inc.	$475M	726,137	+339,462	add
81	SummitTX Capital, L.P.	$471M	723,658	+310,993	add
82	JOURNEY STRATEGIC WEALTH LLC	$464M	714,212	−17,576	trim
83	ALLIANCEBERNSTEIN L.P.	$462M	677,294	−271,873	trim
84	Calamos Advisors LLC	$459M	705,103	+574,836	add
85	SCS Capital Management LLC	$456M	701,082	−3,505	trim
86	BANK OF NOVA SCOTIA	$449M	690,209	−30,477	trim
87	CWM, LLC	$444M	682,869	+180,828	add
88	EASTERLY INVESTMENT PARTNERS LLC	$444M	702,594	+40,000	add
89	Consolidated Portfolio Review Corp	$430M	661,577	−7,182	trim
90	Pinnacle Financial Partners, Inc.	$416M	638,901	−74,106	trim
91	AMG National Trust Bank	$415M	637,970	+50,268	add
92	JONES FINANCIAL COMPANIES LLLP	$413M	651,826	+331,324	add
93	Jefferies Financial Group Inc.	$410M	631,073	−537,017	trim
94	Members Trust Co	$408M	627,421	−75,146	trim
95	MILLENNIUM MANAGEMENT LLC	$405M	622,922	−3,024,116	trim
96	MML INVESTORS SERVICES, LLC	$399M	613,228	−117,359	trim
97	HSBC HOLDINGS PLC	$392M	604,916	−137,006	trim
98	CAPSTONE INVESTMENT ADVISORS, LLC	$386M	593,324	+421,644	add
99	AlTi Global, Inc.	$383M	584,387	+48,278	add
100	Itau Unibanco Holding S.A.	$381M	586,330	+108,873	add
101	TWO SIGMA INVESTMENTS, LP	$377M	580,293	+116,096	add
102	Pentwater Capital Management LP	$377M	580,000	+570,000	add
103	Private Advisor Group, LLC	$371M	570,509	−15,400	trim
104	COMMON FUND FOR NONPROFIT ORGANIZATIONS	$364M	559,878	−254,467	trim
105	Kestra Advisory Services, LLC	$358M	550,433	+42,356	add
106	Soundwatch Capital LLC	$354M	544,071	+7,706	add
107	Hackensack Meridian Health, Inc.	$346M	531,500	−26,500	trim
108	NewEdge Advisors, LLC	$344M	607,741	+607,741	new
109	Millburn Ridgefield LLC /DE/	$341M	524,119	+57,301	add
110	Catalyst Capital Advisors LLC	$341M	524,119	+57,301	add
111	OLD MISSION CAPITAL LLC	$339M	520,962	+520,962	new
112	MIRAE ASSET SECURITIES (USA) INC.	$330M	506,807	+125,220	add
113	COMMERCE BANK	$326M	501,503	+250,856	add
114	MERCER GLOBAL ADVISORS INC /ADV	$324M	505,779	−30,216	trim
115	BIP Wealth, LLC	$319M	491,129	−27,922	trim
116	DAVIS R M INC	$319M	489,080	+489,080	new
117	Passaic Partners LLC	$316M	486,098	−8,397	trim
118	M&T BANK CORP	$308M	473,070	−49,962	trim
119	LMR Partners LLP	$298M	457,939	+280,533	add
120	HB Wealth Management, LLC	$297M	456,556	−4,874	trim
121	MIZUHO MARKETS AMERICAS LLC	$293M	451,094	+385,275	add
122	EP Wealth Advisors, LLC	$290M	445,988	−20,918	trim
123	Wealthspire Advisors, LLC	$287M	441,132	−5,784	trim
124	IMC-Chicago, LLC	$284M	436,397	+436,397	new
125	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$276M	424,569	+372,373	add
126	FOSTER DYKEMA CABOT & PARTNERS, LLC	$272M	417,001	−813	trim
127	Alaska Permanent Capital Management, LLC	$269M	414,325	+8,809	add
128	Jacobi Capital Management LLC	$264M	405,821	+29,805	add
129	Mutual Advisors, LLC	$261M	400,629	+5,664	add
130	Alberta Investment Management Corp	$258M	396,165	−185,155	trim
131	NATIONAL BANK OF CANADA /FI/	$257M	395,472	−45,329	trim
132	Sanctuary Advisors, LLC	$256M	394,346	−8,663	trim
133	Shulman DeMeo Asset Management LLC	$244M	374,720	−3,875	trim
134	Envestnet Portfolio Solutions, Inc.	$240M	369,712	−33,815	trim
135	DEUTSCHE BANK AG\	$239M	368,233	−26,367	trim
136	Petrus Trust Company, LTA	$234M	359,819	+42,500	add
137	DIVERSIFY WEALTH MANAGEMENT, LLC	$231M	325,237	+300,830	add
138	CITADEL ADVISORS LLC	$226M	347,775	−1,814,273	trim
139	Valiant Capital Management, L.P.	$225M	346,326	+109,000	add
140	JANA Partners Management, LP	$223M	343,665	−47,672	trim
141	PPSC Investment Service Corp	$223M	343,140	+4,955	add
142	Berkshire Money Management, Inc.	$221M	339,480	−1,272	trim
143	Sand Hill Global Advisors, LLC	$216M	332,226	−3,017	trim
144	Steward Partners Investment Advisory, LLC	$215M	330,317	−21,865	trim
145	Schonfeld Strategic Advisors LLC	$212M	325,390	−1,662,730	trim
146	Stratos Wealth Partners, LTD.	$211M	323,776	−26,936	trim
147	DOW CHEMICAL CO /DE/	$207M	318,591	+66,438	add
148	OLD NATIONAL BANCORP /IN/	$205M	314,728	+13,329	add
149	Equitable Holdings, Inc.	$204M	299,466	+9,575	add
150	&PARTNERS	$200M	308,316	+29,843	add
151	CIBC Bancorp USA Inc.	$194M	298,903	—	no prior
152	Spider Management Company, LLC	$191M	294,256	+61,608	add
153	Miller Investment Management, LP	$190M	292,218	+1,264	add
154	CV Advisors LLC	$189M	290,165	−2,410	trim
155	Alaska Wealth Advisors, LLC	$186M	286,736	+9,450	add
156	Brookstone Capital Management	$186M	286,066	−80,250	trim
157	NorthRock Partners, LLC	$185M	284,894	−5,098	trim
158	KEYBANK NATIONAL ASSOCIATION/OH	$185M	284,859	−4,239	trim
159	PEAVINE CAPITAL, LLC	$184M	283,624	−11,935	trim
160	Pacific Capital Wealth Advisors, Inc.	$182M	280,108	+6,219	add
161	SIMON QUICK ADVISORS, LLC	$180M	276,686	−37,894	trim
162	Belvedere Trading LLC	$178M	273,804	+273,804	new
163	Evolution Wealth Advisors, LLC	$176M	271,320	+6,860	add
164	Teramo Advisors, LLC	$176M	270,000	−5,000	trim
165	Howard Capital Management, LLC	$175M	269,026	+102	add
166	Beacon Pointe Advisors, LLC	$174M	267,422	+43,349	add
167	HOLLENCREST CAPITAL MANAGEMENT	$173M	266,448	−2,111	trim
168	State of Wyoming	$172M	264,395	−1,150	trim
169	Hudson Bay Capital Management LP	$165M	253,545	+121,361	add
170	Clearstead Advisors, LLC	$164M	252,353	+113,133	add
171	SCOTIA CAPITAL INC.	$162M	248,761	−6,969	trim
172	Independent Advisor Alliance	$159M	244,977	+230,166	add
173	Wealthfront Advisers LLC	$159M	244,508	−2,207	trim
174	Squarepoint Ops LLC	$158M	243,417	+243,417	new
175	Conservest Capital Advisors, Inc.	$156M	239,799	−1,377	trim
176	CREDIT AGRICOLE S A	$154M	237,433	+4,596	add
177	1ST SOURCE BANK	$153M	235,881	+26,188	add
178	Banco Santander, S.A.	$153M	235,496	+46,810	add
179	NewEdge Wealth, LLC	$152M	233,940	+2,772	add
180	Vontobel Holding Ltd.	$150M	230,592	+8,794	add
181	MILLBANK DARTMOOR PORTSMOUTH LLC	$149M	229,402	−69,000	trim
182	Ballentine Partners, LLC	$148M	227,871	+415	add
183	WHITE MOUNTAINS INSURANCE GROUP LTD	$147M	226,500	+181,500	add
184	CITIZENS FINANCIAL GROUP INC/RI	$146M	224,818	−17,214	trim
185	III Capital Management	$146M	223,875	−215,011	trim
186	Ensign Peak Advisors, Inc	$144M	222,123	−157,784	trim
187	Div Capital Phoenix Assets Ltd	$144M	221,070	0	no change
188	MBL Wealth, LLC	$142M	217,809	+4,148	add
189	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	$141M	217,082	+217,082	new
190	Alesco Advisors, LLC, An ESL Co	$138M	212,718	−4,573	trim
191	Silicon Valley Capital Partners	$138M	211,671	−4,549	trim
192	Hills Bank & Trust Co	$137M	211,370	−2,873	trim
193	Saudi Central Bank	$137M	210,000	+210,000	new
194	Jain Global LLC	$132M	202,484	−118,040	trim
195	BAILARD, INC.	$131M	201,473	−1,102	trim
196	Bleakley Financial Group, LLC	$127M	195,658	+21,306	add
197	Allworth Financial LP	$124M	190,747	−985	trim
198	Concurrent Investment Advisors, LLC	$124M	190,608	−54,703	trim
199	PINNACLE ASSOCIATES LTD	$124M	190,092	−4,903	trim
200	Advisory Services Network, LLC	$122M	188,330	−17,233	trim
201	TORONTO DOMINION BANK	$122M	187,651	+80,460	add
202	Mirae Asset Global Investments Co., Ltd.	$120M	185,168	−48,187	trim
203	Waverly Advisors, LLC	$119M	183,012	+26,313	add
204	MUFG Bank, Ltd.	$119M	182,700	+44,000	add
205	MONETA GROUP INVESTMENT ADVISORS LLC	$119M	182,562	+7,513	add
206	Naman Capital Ltda	$119M	182,445	−10,432	trim
207	Diversified Trust Co	$119M	182,289	−790	trim
208	AIA Group Ltd	$118M	182,203	+613	add
209	DT Investment Partners, LLC	$118M	181,178	+82	add
210	North Horizon Holdings Inc.	$118M	169,115	0	no change
211	Aristotle Capital Management, LLC	$117M	179,638	−36,788	trim
212	MONTAG A & ASSOCIATES INC	$117M	178,647	−510	trim
213	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$116M	178,440	+123,751	add
214	DRW Securities, LLC	$116M	178,430	+178,430	new
215	GenTrust, LLC	$116M	177,621	−313	trim
216	Csenge Advisory Group	$115M	177,120	−3,612	trim
217	DIMENSION CAPITAL MANAGEMENT LLC	$114M	175,214	+3,141	add
218	TLWM	$112M	172,513	+7,014	add
219	Activest Wealth Management	$111M	171,372	+11,490	add
220	Trans-Canada Capital Inc.	$111M	170,587	+15	add
221	Wealthcare Advisory Partners LLC	$110M	168,620	−3,589	trim
222	TANG CAPITAL MANAGEMENT LLC	$109M	168,000	+138,000	add
223	National Philanthropic Trust	$109M	167,975	—	no prior
224	Pacific Wealth Management	$109M	167,876	−24,427	trim
225	AKUNA SECURITIES LLC	$109M	167,153	−194,191	trim
226	Moment Partners, LLC	$109M	166,462	+999	add
227	STEPHENS INC /AR/	$108M	166,554	−30,314	trim
228	Marest Capital, LLC	$107M	164,696	+1,084	add
229	Savant Capital, LLC	$107M	163,816	−10,710	trim
230	Manchester Capital Management LLC	$107M	163,771	−346	trim
231	Belpointe Asset Management LLC	$106M	162,559	+162,559	new
232	Glenview Trust Co	$105M	161,416	+3,859	add
233	Consolidated Investment Group LLC	$105M	161,305	+33,090	add
234	Allspring Global Investments Holdings, LLC	$104M	159,030	+64,192	add
235	EASTERN BANK	$103M	158,852	−32,588	trim
236	Sequoia Financial Advisors, LLC	$103M	158,417	+207	add
237	Mizuho Bank, Ltd.	$103M	158,000	−26,000	trim
238	BRANDYWINE TRUST CO	$101M	155,481	+1,027	add
239	U.S. Capital Wealth Advisors, LLC	$101M	155,152	+47,476	add
240	Jordan Park Group LLC	$99.6M	153,174	−25,673	trim
241	CIBC Asset Management Inc	$98.3M	151,078	−40,153	trim
242	Strategic Point Investment Advisors, LLC	$97.9M	150,473	−2,940	trim
243	SteelPeak Wealth, LLC	$97.6M	149,701	+24,663	add
244	Summit Financial, LLC	$97.0M	148,667	+3,081	add
245	GUGGENHEIM CAPITAL LLC	$96.7M	148,649	−36,298	trim
246	Howard Capital Management Group, LLC	$96.5M	148,438	+486	add
247	MCF Advisors LLC	$96.4M	148,027	—	no prior
248	Cavalier Investments, LLC	$96.0M	147,679	+147,679	new
249	RWA WEALTH PARTNERS, LLC	$95.6M	149,003	+6,171	add
250	Ally Financial Inc.	$95.6M	147,000	+147,000	new
251	RBF Capital, LLC	$95.1M	146,300	−146,300	trim
252	V2 Financial group LLC	$94.2M	144,847	+5,794	add
253	Serenus Wealth Advisors, LLC	$93.5M	143,805	−2,149	trim
254	SENTINEL PENSION ADVISORS, LLC	$93.1M	143,122	0	no change
255	Freestone Capital Holdings, LLC	$92.7M	142,572	+1,817	add
256	Rising Stella Capital Pte. Ltd	$92.7M	142,477	+142,477	new
257	Pine Valley Investments Ltd Liability Co	$92.5M	141,970	+7,089	add
258	CHOREO, LLC	$91.0M	371,432	+17,107	add
259	Fiera Capital Corp	$90.9M	139,759	−3,081	trim
260	GTS SECURITIES LLC	$90.3M	138,884	+115,272	add
261	TOTAL INVESTMENT MANAGEMENT INC	$89.5M	137,653	+350	add
262	PUBLIC SECTOR PENSION INVESTMENT BOARD	$89.5M	137,634	+18,846	add
263	Beacon Capital Management, Inc.	$88.8M	136,583	—	no prior
264	Urban Financial Advisory Corp	$88.5M	136,100	−5,578	trim
265	WEBSTER BANK, N. A.	$88.3M	135,727	−4,642	trim
266	WELLINGTON MANAGEMENT GROUP LLP	$87.1M	133,994	−3,206	trim
267	Joel Isaacson & Co., LLC	$87.1M	133,991	−679	trim
268	Schusterman Interests, LLC	$87.1M	133,977	0	no change
269	Cornerstone Wealth Group, LLC	$87.0M	123,527	−10,061	trim
270	JOHNSON INVESTMENT COUNSEL INC	$86.7M	133,289	+2,671	add
271	COLDSTREAM CAPITAL MANAGEMENT INC	$86.7M	—	—	unclassified
272	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$85.7M	131,706	+101,938	add
273	BANQUE PICTET & CIE SA	$85.2M	130,998	−1,055	trim
274	St. Louis Trust Co	$85.2M	130,958	−1,915	trim
275	Berkeley Capital Partners, LLC	$85.0M	130,694	+845	add
276	ATTICUS WEALTH MANAGEMENT, LLC	$85.0M	130,667	−9,138	trim
277	Mesirow Financial Investment Management, Inc.	$84.4M	129,793	+14,405	add
278	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$82.5M	126,834	+59,937	add
279	J.W. COLE ADVISORS, INC.	$82.4M	126,655	+1,811	add
280	Amundi	$81.9M	126,010	+2,763	add
281	INSIGNEO ADVISORY SERVICES, LLC	$80.9M	124,461	+3,931	add
282	FOUNDATIONS INVESTMENT ADVISORS, LLC	$80.7M	124,014	−28,685	trim
283	Granger Management LLC	$80.1M	122,830	+5	add
284	EVOKE WEALTH, LLC	$79.7M	122,209	−613	trim
285	Krane Funds Advisors LLC	$79.5M	121,000	+40,600	add
286	OPPENHEIMER & CO INC	$78.4M	120,620	+434	add
287	IFG Advisors, LLC	$78.3M	120,444	+7,464	add
288	Curi Capital, LLC	$78.0M	119,642	+4,569	add
289	BALYASNY ASSET MANAGEMENT L.P.	$78.0M	119,922	−7,070	trim
290	Mill Creek Capital Advisors, LLC	$77.2M	118,772	−2,413	trim
291	Atria Investments, Inc	$77.0M	118,413	−17,543	trim
292	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$76.7M	117,991	−19,914	trim
293	Financiere des Professionnels - Fonds d'investissement inc.	$76.5M	117,698	−17,100	trim
294	Haverford Trust Co	$75.8M	116,631	−2,322	trim
295	Headland Capital, LLC	$75.7M	116,407	+792	add
296	Atlantic Union Bankshares Corp	$75.5M	116,140	−1,634	trim
297	Evercore Wealth Management, LLC	$75.2M	115,674	−874	trim
298	Klingman & Associates, LLC	$75.0M	115,315	+87	add
299	Dakota Wealth Management	$74.3M	114,199	+6,101	add
300	Venture Visionary Partners LLC	$74.0M	113,809	−5,872	trim
301	Fortitude Financial, LLC	$73.4M	112,861	+111,855	add
302	Eos Management, L.P.	$72.0M	110,736	−110,736	trim
303	Stratos Wealth Advisors, LLC	$71.4M	109,792	−3,285	trim
304	Kentucky Farm Bureau Mutual Insurance Co	$70.9M	109,000	—	no prior
305	Lavaca Capital LLC	$70.8M	108,901	−7,820	trim
306	Lepercq De Neuflize Asset Management LLC	$70.7M	108,716	−6,529	trim
307	Farther Finance Advisors, LLC	$69.7M	106,308	+7,800	add
308	Arax Advisory Partners	$69.4M	106,585	+20,230	add
309	Azarias Capital Management, L.P.	$69.2M	106,461	0	no change
310	Blackstone Inc.	$69.1M	106,328	+7,518	add
311	INDEPENDENT FINANCIAL GROUP, LLC	$69.0M	106,085	—	no prior
312	Cynosure Group, LLC	$68.4M	229,061	+135,140	add
313	Alvarez & Marsal Private Wealth Partners, LLC	$68.1M	104,447	0	no change
314	NOVARE CAPITAL MANAGEMENT LLC	$68.0M	104,484	−6,815	trim
315	OMERS ADMINISTRATION Corp	$67.5M	103,835	0	no change
316	Capital Management Associates, Inc	$67.4M	103,708	+9,707	add
317	REGIONS FINANCIAL CORP	$67.2M	103,356	−9,254	trim
318	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$66.9M	102,908	−1,925	trim
319	CONNING INC.	$66.4M	102,120	0	no change
320	NEW ENGLAND ASSET MANAGEMENT INC	$66.3M	101,954	−1,050	trim
321	Shepherd Financial Partners LLC	$66.1M	101,693	−124	trim
322	D.A. DAVIDSON & CO.	$66.0M	101,453	+689	add
323	Dynasty Wealth Management, LLC	$66.0M	101,433	−1,498	trim
324	Crewe Advisors LLC	$65.2M	100,267	−488	trim
325	DV Trading LLC	$65.0M	99,976	−65,245	trim
326	HMS Capital Management, LLC	$64.9M	99,771	+43,661	add
327	Fort Point Capital Partners LLC	$64.8M	99,378	−1,893	trim
328	Aptus Capital Advisors, LLC	$64.8M	99,584	+9,637	add
329	Federation des caisses Desjardins du Quebec	$64.6M	99,370	+6,782	add
330	VestGen Advisors, LLC	$64.6M	87,462	+25,624	add
331	Chevy Chase Trust Holdings, LLC	$64.1M	98,579	−814	trim
332	LGL PARTNERS, LLC	$64.1M	98,217	+428	add
333	HARBOUR INVESTMENTS, INC.	$63.2M	97,226	+11,689	add
334	West Financial Advisors, LLC	$63.0M	96,928	−1,377	trim
335	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$62.7M	96,441	−2,247	trim
336	Modera Wealth Management, LLC	$62.3M	95,753	−860	trim
337	Apella Capital, LLC	$62.2M	87,650	+3,211	add
338	ING GROEP NV	$62.0M	95,260	−200,878	trim
339	AE Wealth Management LLC	$61.7M	95,114	−72,475	trim
340	All Terrain Financial Advisors, LLC	$61.6M	94,654	+1,502	add
341	Holocene Advisors, LP	$61.2M	94,073	+9,540	add
342	SEI INVESTMENTS CO	$61.0M	93,832	+5,277	add
343	SAPIENT CAPITAL LLC	$60.9M	93,455	+1,103	add
344	Prospera Financial Services Inc	$60.6M	93,093	−5,492	trim
345	MATAURO, LLC	$60.2M	92,602	+4,804	add
346	Phoenix Financial Ltd.	$60.1M	92,330	+1,134	add
347	Westshore Wealth, LLC	$60.1M	92,353	−7,025	trim
348	Choate Investment Advisors	$60.0M	92,230	−421	trim
349	Engineers Gate Manager LP	$59.0M	90,680	−102,560	trim
350	Perigon Wealth Management, LLC	$58.8M	90,430	+2,504	add
351	CUMBERLAND ADVISORS INC	$58.5M	89,953	+2,010	add
352	Summit Trail Advisors, LLC	$58.4M	89,838	+21,229	add
353	4Thought Financial Group Inc.	$58.4M	89,773	+4,186	add
354	Granby Capital Management, LLC	$58.2M	89,500	0	no change
355	Integrated Advisors Network LLC	$58.0M	89,222	−28,549	trim
356	Cerity Partners Retirement Plan Advisors LLC	$57.9M	89,068	—	no prior
357	Trustees of Dartmouth College	$57.7M	88,666	−245,534	trim
358	Sowell Financial Services LLC	$57.5M	88,477	+4,326	add
359	Procyon Advisors, LLC	$57.5M	88,453	−27,449	trim
360	Attessa Capital LLC	$57.4M	88,201	+2,468	add
361	HOWARD HUGHES MEDICAL INSTITUTE	$57.4M	88,185	−149,700	trim
362	Greenhouse Wealth Management, LLC	$57.1M	87,957	−1,040	trim
363	Legacy Wealth Management, LLC / MS	$57.0M	87,701	−4,330	trim
364	CVS HEALTH Corp	$57.0M	87,578	+87,578	new
365	Vanguard National Trust Co	$56.6M	86,970	—	no prior
366	REICON WEALTH ADVISORS, LLC	$56.5M	86,877	−18,449	trim
367	Sigma Planning Corp	$56.0M	86,031	−1,890	trim
368	Chicago Partners Investment Group LLC	$55.6M	78,150	+1,219	add
369	POTENTIA WEALTH	$55.3M	84,978	−3,101	trim
370	MIO Partners, Inc.	$55.2M	84,939	+849	add
371	ALLIANZ SE	$54.9M	84,365	−34,905	trim
372	SCHARF INVESTMENTS, LLC	$54.8M	84,290	+14,006	add
373	AUA CAPITAL MANAGEMENT, LLC	$54.8M	84,284	−359	trim
374	Waldron Private Wealth LLC	$54.4M	83,684	−1,302	trim
375	Black Swift Group, LLC	$54.2M	83,272	−6,907	trim
376	Arkadios Wealth Advisors	$53.9M	82,917	+5,182	add
377	Capital International Investors	$53.8M	85,099	−36,362	trim
378	Dean, Jacobson Financial Services, LLC	$53.7M	82,635	+1,479	add
379	EDMOND DE ROTHSCHILD HOLDING S.A.	$53.7M	82,578	−19,435	trim
380	Nicholas Hoffman & Company, LLC.	$53.4M	82,092	+1,333	add
381	Laird Norton Wetherby Trust Company, LLC	$53.2M	81,615	−2,325	trim
382	BECKER CAPITAL MANAGEMENT INC	$53.1M	81,489	−1,267	trim
383	Performa Ltd (US), LLC	$53.0M	81,535	−14,840	trim
384	Wilmington Savings Fund Society, FSB	$52.1M	80,074	+1,926	add
385	Aspen Grove Capital, LLC	$51.7M	79,314	+1,464	add
386	Northwest & Ethical Investments L.P.	$51.7M	79,500	0	no change
387	Merit Financial Group, LLC	$51.6M	79,392	−512	trim
388	Keel Point, LLC	$51.1M	78,628	−6,897	trim
389	Seal Cove Capital, LLC	$51.1M	78,507	—	no prior
390	Arvest Bank Trust Division	$50.8M	78,042	+65	add
391	FIRST NATIONAL TRUST CO	$50.7M	78,015	−1,840	trim
392	BARINGS LLC	$50.7M	78,005	−19,325	trim
393	OPPENHEIMER ASSET MANAGEMENT INC.	$50.6M	77,789	−19,159	trim
394	Caprock Group, LLC	$50.6M	77,532	+1,144	add
395	SIGNATUREFD, LLC	$50.5M	77,698	+320	add
396	Lebenthal Global Advisors, LLC	$50.0M	76,957	+3,395	add
397	Commonwealth Financial Services, LLC	$50.0M	76,845	+4,625	add
398	MSA Advisors, LLC	$50.0M	76,728	−14,651	trim
399	FLPUTNAM INVESTMENT MANAGEMENT CO	$49.9M	76,773	−660	trim
400	Galilei Investment Office LLP	$49.9M	76,730	0	no change
401	Advisor Resource Council	$49.8M	76,624	−10,111	trim
402	World Investment Advisors	$49.8M	76,584	−2,171	trim
403	KALEIDOSCOPE CAPITAL LP	$49.8M	76,560	+214	add
404	ADAR1 Capital Management, LLC	$49.4M	75,940	+21,256	add
405	Vestmark Advisory Solutions, Inc.	$49.3M	75,834	+25,329	add
406	ATALANTA SOSNOFF CAPITAL, LLC	$48.8M	75,082	+32,182	add
407	FIDELIS CAPITAL PARTNERS, LLC	$48.4M	74,491	+558	add
408	HENGEHOLD CAPITAL MANAGEMENT LLC	$48.3M	74,274	+2,393	add
409	Gladstone Institutional Advisory LLC	$48.1M	73,991	−10,277	trim
410	Embree Financial Group	$48.1M	73,962	−4,498	trim
411	McAlister, Sweet & Associates, Inc.	$48.0M	73,834	+17,939	add
412	PINKERTON WEALTH, LLC	$47.9M	70,198	+1,726	add
413	Cordoba Advisory Partners LLC	$47.7M	73,132	+69,497	add
414	Frank, Rimerman Advisors LLC	$47.7M	73,280	−1,652	trim
415	YOUSIF CAPITAL MANAGEMENT, LLC	$47.6M	73,260	+28,244	add
416	Board of Trustees of The Leland Stanford Junior University	$47.5M	73,085	+73,085	new
417	Systematic Alpha Investments, LLC	$47.5M	72,970	0	no change
418	IPG Investment Advisors LLC	$47.3M	72,525	+5,343	add
419	Financial Solutions Advisory Group, Inc.	$47.2M	72,587	—	no prior
420	GREAT VALLEY ADVISOR GROUP, INC.	$47.1M	72,415	+26,524	add
421	ELEMENT POINTE ADVISORS, LLC	$47.0M	72,251	−65	trim
422	Soltis Investment Advisors LLC	$46.9M	72,104	+33,432	add
423	Robertson Stephens Wealth Management, LLC	$46.9M	71,897	−11,329	trim
424	Allie Family Office LLC	$46.6M	71,636	−662	trim
425	Purpose Unlimited Inc.	$46.6M	71,696	+5,083	add
426	STATE OF WISCONSIN INVESTMENT BOARD	$46.5M	71,576	+12,226	add
427	ZEGA Investments, LLC	$46.4M	71,382	−1,281	trim
428	James J. Burns & Company, LLC	$46.3M	71,166	+12,784	add
429	Composition Wealth, LLC	$46.0M	70,737	−6,031	trim
430	Addison Capital Co	$45.6M	70,183	+25,681	add
431	Archon Partners LLC	$45.5M	70,000	0	no change
432	Banco BTG Pactual S.A.	$45.5M	70,000	+69,556	add
433	Seven Post Investment Office LP	$45.4M	69,811	−5,828	trim
434	RETIREMENT INCOME SOLUTIONS, INC	$45.4M	69,780	−600	trim
435	SILVERCREST ASSET MANAGEMENT GROUP LLC	$45.2M	69,499	+69,499	new
436	Kozak & Associates, Inc.	$45.2M	65,851	−169	trim
437	Pitcairn Wealth Advisors LLC	$45.1M	66,171	−1	trim
438	FLAGSHIP HARBOR ADVISORS, LLC	$45.1M	69,294	+69,294	new
439	Madison Asset Management, LLC	$44.6M	68,631	+4,593	add
440	Clear Harbor Asset Management, LLC	$44.5M	68,449	+1,757	add
441	AXA S.A.	$44.2M	67,929	0	no change
442	Union Bancaire Privee, UBP SA	$44.1M	68,964	+13,317	add
443	Bleichroeder LP	$44.0M	67,645	+35,075	add
444	Tyche Wealth Partners LLC	$43.7M	67,261	+2,486	add
445	Kera Capital Partners, Inc.	$43.6M	67,041	−560	trim
446	BENJAMIN EDWARDS INC	$43.6M	67,028	+986	add
447	Socha Financial Group, LLC	$43.6M	66,969	+2,464	add
448	Verger Capital Management LLC	$43.5M	66,919	−120	trim
449	CAPITAL ADVISORS INC/OK	$43.4M	66,785	−25,959	trim
450	Inscription Capital, LLC	$43.3M	66,543	−1,145	trim
451	Modern Wealth Management, LLC	$43.1M	65,799	−22,327	trim
452	Lutz Financial Services LLC	$43.1M	66,202	−669	trim
453	WASHINGTON GROWTH STRATEGIES LLC	$42.8M	65,815	−2,150	trim
454	Thoma Capital Management LLC	$42.6M	65,520	+523	add
455	Beacon Bank & Trust	$42.5M	65,314	−3,665	trim
456	GUIDANCE CAPITAL, INC	$42.2M	58,361	−4,379	trim
457	Proficio Capital Partners LLC	$42.2M	64,865	−1,479	trim
458	Ashton Thomas Private Wealth, LLC	$42.2M	78,979	+18,210	add
459	North Star Investment Management Corp.	$42.1M	64,665	+64,665	new
460	First Nebraska Trust Co	$41.6M	64,026	—	no prior
461	Empowered Funds, LLC	$41.6M	63,964	+16,488	add
462	Wallace Hart LLC	$41.4M	63,699	−5,948	trim
463	Curtis Advisory Group, LLC	$41.3M	63,429	0	no change
464	WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	$40.9M	62,949	−1,363	trim
465	WASHBURN CAPITAL MANAGEMENT, INC.	$40.9M	62,835	−175	trim
466	SJBENEN ADVISORY, LLC	$40.7M	62,651	−29,957	trim
467	Caldwell Trust Co	$40.7M	62,622	+1,020	add
468	Lifestyle Asset Management, Inc.	$40.7M	62,546	−135	trim
469	Chesley Taft & Associates LLC	$40.6M	62,460	−196	trim
470	MGO ONE SEVEN LLC	$40.6M	62,458	−11,297	trim
471	Wilkerson Advisory Group LLC	$40.6M	62,441	+62,441	new
472	TSG Advice Partners, LLC	$40.5M	62,301	−50,597	trim
473	Capital World Investors	$40.5M	64,032	+11,466	add
474	Western Wealth Management, LLC	$40.3M	62,017	+62,017	new
475	SNS Financial Group, LLC	$40.3M	61,814	−541	trim
476	Capital Wealth Planning, LLC	$40.2M	61,867	+4,864	add
477	Wealth Advisory Solutions, LLC	$40.2M	61,756	+1,066	add
478	PRINCIPAL FINANCIAL GROUP INC	$40.0M	61,574	−29	trim
479	Crestwood Advisors Group, LLC	$40.0M	61,499	+61,499	new
480	Tiller Private Wealth, Inc.	$39.9M	61,397	+199	add
481	Aviso Financial Inc.	$39.8M	61,184	−775	trim
482	Orion Porfolio Solutions, LLC	$39.8M	61,139	−33,792	trim
483	Verdence Capital Advisors LLC	$39.5M	60,789	−642	trim
484	Kovack Advisors, Inc.	$39.5M	60,317	−9,055	trim
485	Bridgewater Advisors Inc.	$39.3M	52,999	+609	add
486	Financial Partners Group, Inc	$39.3M	60,437	−271	trim
487	Whitford Management LLC	$39.3M	60,386	+20,927	add
488	Calamos Wealth Management LLC	$39.0M	59,899	+3,845	add
489	ASSOCIATED BANC-CORP	$38.9M	59,811	−388	trim
490	HANOVER ADVISORS INC	$38.8M	59,612	+518	add
491	Jackson, Grant Investment Advisers, Inc.	$38.6M	59,395	−361	trim
492	CARY STREET PARTNERS FINANCIAL LLC	$38.6M	59,371	+59,371	new
493	Trinity Financial Advisors LLC	$38.5M	59,052	−1,955	trim
494	ASPIRIANT, LLC	$38.4M	59,098	−734	trim
495	Family Manage LLC	$38.3M	58,886	+15,131	add
496	Hapanowicz & Associates Financial Services, Inc	$38.2M	58,812	+1,845	add
497	Swiss Life Asset Management Ltd	$38.1M	58,600	+4,000	add
498	Apollon Wealth Management, LLC	$38.0M	58,427	−3,372	trim
499	1832 Asset Management L.P.	$37.8M	58,090	+147	add
500	OneDigital Investment Advisors LLC	$37.5M	57,733	+35	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · SPY

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 3 Gotham Asset Management, Tudor Investment Corp, Miller Value Partners $6.6B held
Trimming: 3 Bridgewater Associates, Soros Fund Management, Moore Capital Management $2.9B held

new + add vs trim + exit, by shares · $ = reported value now, not the change · SPDR S&P 500 ETF

Merged timeline of congressional filings and notable-manager moves on SPY
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	add	+2,278,473 sh
2026-05-15	Tudor Investment Corp 13F	add	+674,583 sh
2026-05-15	Miller Value Partners 13F	new	+30,044 sh
2026-05-15	Bridgewater Associates 13F	trim	−90,551 sh
2026-05-15	Soros Fund Management 13F	trim	−116,653 sh
2026-05-15	Moore Capital Management 13F	trim	−157,068 sh

6 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

23 members of Congress disclosed SPY — the congressional view ↗