Who holds ticker 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 ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 3,851 holders are listed, largest first: 3,851
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $320B
holders whose share count rose or who opened the position (new + add), by shares: 1,589
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 346

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	—	—	n/c
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

Newest 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 2026-07-03 → 2026-10-01 · 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 · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

23 members of Congress disclosed SPY — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).