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, Q2 2026
Institutional positions in SPDR S&P 500 ETF Trust as of Jun 30, 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
- 4,668
- +132 vs. Q1 2026
- Shares held
- 603.0M
- +37.1M (+6.6%) vs. Q1 2026
- Total value
- $448.3B
- +$93.0B (+26.2%) vs. Q1 2026
- New holders
- 257
- 1,809 more added
- Sold out
- 125
- 1,935 more reduced
64 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Asio Capital, LLC | 974 | $727.5K | 0.09% | +10+1.0% | Added |
| Wolff Financial Management LLC | 975 | $728.1K | 0.15% | 00.0% | Unchanged |
| Shum Financial Group, Inc. | 979 | $731.1K | 0.44% | +979 | New |
| Strategic Planning Group, LLC | 979 | $731.2K | 0.08% | +227+30.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 981 | $732.6K | 0.01% | −25−2.5% | Reduced |
| Enzi Wealth | 975 | $732.9K | 0.23% | +15+1.6% | Added |
| Scholtz & Company, LLC | 983 | $734.1K | 0.37% | 00.0% | Unchanged |
| Sequent Planning LLC | 984 | $734.4K | 0.16% | +544+123.6% | Added |
| Sprott Inc. | 988 | $738.1K | 0.02% | +636+180.7% | Added |
| Harrell Investment Partners, LLC | 989 | $738.6K | 0.16% | −62−5.9% | Reduced |
| Creekside Partners | 990 | $739.4K | 0.27% | 00.0% | Unchanged |
| Riverview Capital Advisers, LLC | 991 | $740.3K | 0.21% | +2+0.2% | Added |
| Avid Wealth Partners LLC | 992 | $740.8K | 0.36% | −397−28.6% | Reduced |
| Mindset Wealth Management, LLC | 992 | $741.1K | 0.14% | +301+43.6% | Added |
| Dopkins Wealth Management, LLC | 994 | $742.3K | 0.27% | −21−2.1% | Reduced |
| RPS Advisory Solutions LLC | 995 | $743.0K | 0.49% | −163−14.1% | Reduced |
| CPA Asset Management LLC | 996 | $743.5K | 0.21% | −104−9.5% | Reduced |
| MeadowBrook Investment Advisors LLC | 997 | $744.5K | 0.59% | −14−1.4% | Reduced |
| Rhumbline Advisers | 998 | $745.3K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 999 | $746.0K | 0.22% | 00.0% | Unchanged |
| Arrington Capital Management, LLC | 1,000 | $746.8K | 0.83% | +1,000 | New |
| Heritage Wealth Architects, Inc. | 997 | $746.8K | 0.30% | +27+2.8% | Added |
| DeDora Capital, Inc. | 1,001 | $747.5K | 0.16% | +30+3.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,003 | $749.0K | 0.06% | 00.0% | Unchanged |
| Serenity Investment Advisors | 983 | $749.7K | 0.32% | −5−0.5% | Reduced |
| Zullo Investment Group, Inc. | 1,004 | $749.8K | 0.26% | −6−0.6% | Reduced |
| Stewardship Advisors, LLC | 1,004 | $749.8K | 0.16% | +10+1.0% | Added |
| Regatta Capital Group, LLC | 1,004 | $749.9K | 0.10% | +51+5.4% | Added |
| Athena Investment Management | 1,005 | $750.3K | 0.44% | 00.0% | Unchanged |
| Sherman Wealth Management LLC | 1,005 | $750.4K | 0.56% | +3+0.3% | Added |
| Whitcomb & Hess, Inc. | 1,009 | $753.5K | 0.16% | −2−0.2% | Reduced |
| Windward Capital Management Co | 1,009 | $753.5K | 0.06% | +1,009 | New |
| Boothe Investment Group, Inc. | 1,011 | $754.7K | 0.24% | −162−13.8% | Reduced |
| Signet Private Wealth LLC | 1,017 | $759.5K | 0.61% | 00.0% | Unchanged |
| DSG Capital Advisors, LLC | 1,011 | $760.1K | 0.11% | −2−0.2% | Reduced |
| Bull Oak Capital, LLC | 1,020 | $761.7K | 0.25% | −5−0.5% | Reduced |
| Succession Financial, Inc. | 1,022 | $763.3K | 0.74% | +1,022 | New |
| BKM Wealth Management, LLC | 1,023 | $764.5K | 0.27% | −381−27.1% | Reduced |
| Sky-Mountain Capital Management, Inc. | 1,024 | $764.7K | 0.55% | +35+3.5% | Added |
| XY Capital Ltd | 1,024 | $764.7K | 0.88% | +1,024 | New |
| Stillwater Private Wealth, LLC | 991 | $765.0K | 0.50% | +153+18.3% | Added |
| Jmac Enterprises LLC | 1,030 | $769.2K | 0.13% | +2+0.2% | Added |
| SilverOak Wealth Management LLC | 1,037 | $774.4K | 0.10% | +2+0.2% | Added |
| KFG Wealth Management, LLC | 1,038 | $774.8K | 0.09% | −38−3.5% | Reduced |
| Schulz Wealth, LTD. | 1,037 | $775.3K | 0.40% | +1,037 | New |
| Ellsworth Advisors, LLC | 1,028 | $775.8K | 0.13% | −48−4.5% | Reduced |
| Seneca Financial Advisors LLC | 1,039 | $776.0K | 0.20% | −21−2.0% | Reduced |
| Sidoxia Capital Management, LLC | 1,041 | $777.4K | 0.57% | 00.0% | Unchanged |
| RDA Financial Network | 1,042 | $778.3K | 0.17% | +5+0.5% | Added |
| Park Square Financial Group, LLC | 1,043 | $778.9K | 7.03% | −319−23.4% | Reduced |
| NCM Capital Management, LLC | 1,043 | $778.9K | 0.24% | −7−0.7% | Reduced |
| Commonwealth Retirement Investments LLC | 1,043 | $779.0K | 0.21% | −122−10.5% | Reduced |
| Blue Square Asset Management, LLC | 1,045 | $780.4K | 0.32% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 1,048 | $782.6K | 0.20% | −5−0.5% | Reduced |
| Keeler Thomas Management LLC | 1,048 | $782.7K | 0.28% | +150+16.7% | Added |
| Monument Group Wealth Advisors, LLC | 1,048 | $782.9K | 0.38% | +1+0.1% | Added |
| Mma Asset Management LLC | 1,050 | $783.7K | 0.25% | +1+0.1% | Added |
| Stokes Family Office, LLC | 1,050 | $784.1K | 0.09% | +4+0.4% | Added |
| Hubbell Strickland Wealth Management, LLC | 1,051 | $785.2K | 0.28% | −5−0.5% | Reduced |
| Crossmark Global Holdings, Inc. | 1,052 | $785.4K | 0.01% | −51−4.6% | Reduced |
| Mountain Pacific Investment Advisers Inc | 1,052 | $785.5K | 0.12% | −1,051−50.0% | Reduced |
| Clark Estates Inc | 1,054 | $787.1K | 0.18% | 00.0% | Unchanged |
| Phraction Management LLC | 1,054 | $787.1K | 0.19% | 00.0% | Unchanged |
| Allodium Investment Consultants, LLC | 1,055 | $787.8K | 0.33% | −58−5.2% | Reduced |
| Bluesphere Advisors, LLC | 1,058 | $790.1K | 0.24% | −15−1.4% | Reduced |
| Patient Capital Management, LLC | 1,060 | $791.6K | 0.03% | −55−4.9% | Reduced |
| Compagnie Lombard Odier SCmA | 1,063 | $793.8K | 0.01% | +100+10.4% | Added |
| Dougherty Wealth Advisers LLC | 1,064 | $794.6K | 0.44% | −16−1.5% | Reduced |
| Harborfront Financial Group LLC | 1,065 | $795.1K | 3.00% | +1,065 | New |
| WP Advisors, LLC | 1,067 | $796.6K | 0.19% | +10+0.9% | Added |
| Philadelphia Investment Partners, LLC | 1,067 | $797.5K | 0.50% | −14−1.3% | Reduced |
| IFC & Insurance Marketing, Inc. | 1,069 | $798.0K | 0.70% | +50+4.9% | Added |
| 25 LLC | 1,069 | $798.3K | 0.22% | +35+3.4% | Added |
| Stableford Capital II LLC | 1,069 | $798.3K | 0.28% | −118−9.9% | Reduced |
| Amicus Financial Advisors, LLC | 1,069 | $798.6K | 0.20% | +13+1.2% | Added |
| Harbor Group, Inc. | 1,071 | $799.8K | 0.09% | −11−1.0% | Reduced |
| Bath Savings Trust Co | 1,074 | $802.0K | 0.08% | +21+2.0% | Added |
| Smart Money Group LLC | 1,075 | $802.6K | 0.21% | −6−0.6% | Reduced |
| Kidder Stephen W | 1,075 | $802.8K | 0.20% | 00.0% | Unchanged |
| Retiremitten Financial LLC | 1,075 | $803.0K | 0.34% | −57−5.0% | Reduced |
| KWMG, LLC | 1,078 | $804.8K | 0.06% | −19−1.7% | Reduced |
| Sharp Financial Services, LLC | 1,078 | $805.0K | 0.37% | +149+16.0% | Added |
| Ritter Daniher Financial Advisory LLC | 1,079 | $805.9K | 0.12% | −14−1.3% | Reduced |
| NavPoint Financial, Inc. | 1,080 | $806.4K | 0.30% | +3+0.3% | Added |
| Verde Capital Management | 1,080 | $806.9K | 0.15% | +161+17.5% | Added |
| HighMark Wealth Management LLC | 1,081 | $807.1K | 0.27% | −41−3.7% | Reduced |
| Reston Wealth Management LLC | 1,082 | $807.8K | 0.22% | −150−12.2% | Reduced |
| West Chester Capital Advisors, Inc | 1,082 | $808.0K | 0.54% | −11−1.0% | Reduced |
| BluePath Capital Management, LLC | 1,381 | $808.9K | 0.44% | −168−10.8% | Reduced |
| Sandro Wealth Management LLC | 1,084 | $809.7K | 0.59% | +36+3.4% | Added |
| Talon Private Wealth, LLC | 1,086 | $810.7K | 0.09% | +66+6.5% | Added |
| Commerce Advisors, LLC | 1,086 | $810.8K | 0.44% | −19−1.7% | Reduced |
| Financial Life Advisors | 1,086 | $811.0K | 0.23% | +289+36.3% | Added |
| Innovative Wealth Building LLC | 1,087 | $811.5K | 0.47% | −24−2.2% | Reduced |
| Rowland & Co Investment Counsel | 1,087 | $811.8K | 0.15% | +19+1.8% | Added |
| Financial Sense Advisors, Inc. | 1,088 | $812.6K | 0.16% | +118+12.2% | Added |
| Financial Futures Ltd Liability Co. | 1,089 | $813.0K | 0.31% | −28−2.5% | Reduced |
| SAM Advisors, LLC | 1,091 | $814.7K | 0.22% | +1,091 | New |
| Aspire Growth Partners LLC | 1,092 | $815.2K | 0.47% | +3+0.3% | Added |
| Wealth Effects LLC | 1,092 | $815.5K | 0.22% | −31−2.8% | Reduced |