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Position in SPY — Spdr S&P 500 ETF Trust

CIK 1540235 OVERLAND PARK, KS
Back to SPY Full portfolio

Position in SPY

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$1,922,408,941
-$133,410,742 QoQ
Shares Held
2,956,006
-1.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 0.04895118616132714.ToString("F0")% Shared 0.ToString("F0")% None 99.95104881383867.ToString("F0")%

Common Shares in SPY Over Time

Shares Held

Position Value (USD)

Derivatives in SPY

reported options exposure · as of Sep 30, 2025
CallValue
$732,798
CallShares
1,100
PutValue
$10,658,880
PutShares
16,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

All Filings in SPY

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,922,408,941 2,956,006
2025-12-31 $2,055,819,683 3,014,752
2025-09-30 $1,988,313,469 2,984,649
2025-09-30 $732,798 1,100
2025-09-30 $10,658,880 16,000
2025-06-30 $1,811,363,201 2,931,720
2025-06-30 $679,635 1,100
2025-06-30 $247,140 400
2025-03-31 $1,672,124,671 2,989,193
2024-12-31 $1,724,188,165 2,941,899
2024-09-30 $1,707,769,099 2,976,452
2024-06-30 $5,387,778 9,900
2024-06-30 $1,632,010,717 2,998,807
2024-03-31 $5,387,621 10,300
2024-03-31 $1,580,508,311 3,021,600
2023-12-31 $6,083,968 12,800
2023-12-31 $1,455,262,330 3,061,712
2023-09-30 $42,748 100
2023-09-30 $2,522,132 5,900
2023-09-30 $1,275,608,868 2,984,020
2023-06-30 $221,640 500
2023-06-30 $1,387,677,401 3,130,476
2023-06-30 $4,122,504 9,300
2023-03-31 $327,512 800
2023-03-31 $1,228,170 3,000
2023-03-31 $1,395,887,666 3,409,677
2022-12-31 $1,378,053,998 3,603,415
2022-12-31 $1,223,776 3,200
2022-12-31 $458,916 1,200
2022-09-30 $3,821,826 10,700
2022-09-30 $1,289,292,643 3,609,644
2022-09-30 $750,078 2,100
2022-06-30 $452,700 1,200
2022-06-30 $150,900 400
2022-06-30 $1,465,265,030 3,884,069
2022-03-31 $1,150,169,006 2,546,650
2022-03-31 $4,651,892 10,300
2022-03-31 $4,877,712 10,800
2021-12-31 $1,188,457,260 2,502,226
2021-09-30 $1,090,266,217 2,540,584
2021-09-30 $42,914 100
2021-06-30 $1,584,554,410 3,701,711
2021-06-30 $42,806 100
2021-03-31 $158,532 400
2021-03-31 $513,922,299 1,296,703
2021-03-31 $7,490,637 18,900
2020-12-31 $486,100,082 1,300,150
2020-12-31 $336,492 900
2020-12-31 $7,814,092 20,900
2020-09-30 $16,108,209 48,100

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