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 |
|---|---|---|---|---|---|
| Richardson Capital Management LLC | 490 | $365.8K | 0.16% | +1+0.2% | Added |
| TradeWell Securities, LLC. | 490 | $365.8K | 0.13% | +14+2.9% | Added |
| Eight 31 Financial LLC | 490 | $365.9K | 0.22% | −177−26.5% | Reduced |
| Capstone Wealth Management Group, LLC | 492 | $367.1K | 0.13% | −9−1.8% | Reduced |
| Oakmont Investment Advisors, Inc. | 493 | $368.3K | 0.26% | +69+16.3% | Added |
| Fiduciary Advisors, Inc. | 493 | $368.5K | 0.25% | +1+0.2% | Added |
| WMS Group LLC | 494 | $368.9K | 0.48% | +14+2.9% | Added |
| Bramshill Investments, LLC | 495 | $369.7K | 0.03% | 00.0% | Unchanged |
| Oak Barrel Wealth Advisory LLC | 498 | $371.9K | 0.16% | +498 | New |
| Sound Stewardship, LLC | 500 | $373.1K | 0.15% | +1+0.2% | Added |
| Delaney Dennis R | 500 | $373.4K | 0.12% | 00.0% | Unchanged |
| Ping Capital Management, Inc. | 500 | $373.4K | 0.12% | 00.0% | Unchanged |
| Skaana Management L.P. | 500 | $373.4K | 0.10% | +500 | New |
| Lionhunter Capital Management, LLC | 500 | $373.4K | 0.17% | +500 | New |
| Koa Wealth Management, LLC | 500 | $373.4K | 0.25% | −5−1.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 503 | $376.2K | 0.03% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 508 | $376.4K | 0.29% | −61−10.7% | Reduced |
| Elm3 Financial Group, LLC | 504 | $376.4K | 0.26% | −19−3.6% | Reduced |
| Elevated Capital Advisors, LLC | 504 | $376.4K | 0.10% | −2−0.4% | Reduced |
| JHP Wealth Management, LLC | 506 | $377.7K | 0.31% | +1+0.2% | Added |
| FLP Wealth Management, LLC | 508 | $379.4K | 0.67% | +114+28.9% | Added |
| Tamar Securities, LLC | 510 | $380.9K | 0.04% | −2−0.4% | Reduced |
| Precision Wealth Strategies, LLC | 512 | $382.4K | 0.12% | +512 | New |
| Petix & Botte Co | 514 | $383.8K | 0.08% | +257+100.0% | Added |
| Future Financial Wealth Managment LLC | 520 | $383.9K | 0.24% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 513 | $383.9K | 0.06% | 00.0% | Unchanged |
| Cathy Pareto & Associates, Inc | 514 | $383.9K | 0.23% | +2+0.4% | Added |
| Wisconsin Wealth Advisors, LLC | 515 | $384.2K | 0.33% | 00.0% | Unchanged |
| IFS Group,LLC | 515 | $384.3K | 0.53% | +150+41.1% | Added |
| RCS Financial Planning, LLC | 514 | $384.5K | 0.18% | +191+59.1% | Added |
| Community Bank of Raymore | 515 | $384.6K | 0.23% | 00.0% | Unchanged |
| Veridan Wealth LLC | 515 | $384.8K | 0.13% | +515 | New |
| Cornerstone Management, Inc. | 516 | $385.3K | 0.06% | +60+13.2% | Added |
| ODonnell Financial Services, LLC | 517 | $386.1K | 0.11% | 00.0% | Unchanged |
| Vertrix Wealth Management, LLC | 519 | $387.3K | 0.13% | −33−6.0% | Reduced |
| Rakuten Securities, Inc. | 520 | $388.3K | 0.09% | −131−20.1% | Reduced |
| Spectrum Investment Advisors, Inc. | 520 | $388.4K | 0.16% | −287−35.6% | Reduced |
| BAM Wealth Management, LLC | 521 | $388.8K | 0.24% | +152+41.2% | Added |
| Hill Island Financial LLC | 523 | $390.5K | 0.08% | −18−3.3% | Reduced |
| Strong Tower Advisory Services | 523 | $390.6K | 0.07% | +101+23.9% | Added |
| Wealth Advisors Northwest LLC | 524 | $391.2K | 0.13% | +524 | New |
| Morton Community Bank | 525 | $392.1K | 0.08% | −75−12.5% | Reduced |
| Liberty Atlantic Advisors LLC | 525 | $393.0K | 0.28% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 527 | $393.5K | 0.19% | 00.0% | Unchanged |
| Henderson Brothers Financial Partners, LLC | 528 | $394.3K | 0.19% | −356−40.3% | Reduced |
| Hager Investment Management Services, LLC | 528 | $394.3K | 0.18% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 530 | $395.8K | 0.16% | 00.0% | Unchanged |
| Forefront Wealth Partners, LLC | 530 | $395.9K | 0.12% | +530 | New |
| Decision Investments, Inc | 531 | $396.5K | 0.36% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 512 | $397.1K | 0.13% | −8−1.5% | Reduced |
| Vickerman Investment Advisors, Inc. | 532 | $397.3K | 0.08% | −1−0.2% | Reduced |
| Kimelman & Baird, LLC | 532 | $397.3K | 0.03% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 533 | $398.0K | 0.10% | −147−21.6% | Reduced |
| Whitener Capital Management, Inc. | 533 | $398.0K | 0.08% | +125+30.6% | Added |
| Tarbox Family Office, Inc. | 539 | $402.6K | 0.06% | 00.0% | Unchanged |
| Stillwater Capital Advisors, LLC | 541 | $403.8K | 0.04% | +1+0.2% | Added |
| Mainstay Capital Management LLC | 541 | $404.0K | 0.03% | +62+12.9% | Added |
| GFG Capital, LLC | 542 | $404.4K | 0.11% | −2,009−78.8% | Reduced |
| Hilltop Wealth Advisors, LLC | 543 | $405.5K | 0.20% | +3+0.6% | Added |
| Westchester Capital Management, Inc. | 543 | $405.5K | 0.07% | +543 | New |
| Fulcrum Wealth Advisors, LLC | 544 | $406.2K | 0.31% | −2−0.4% | Reduced |
| Plus Group Wealth Advisors LLC | 544 | $406.2K | 0.38% | 00.0% | Unchanged |
| Frankly Finances, LLC | 545 | $407.0K | 0.32% | 00.0% | Unchanged |
| Seascape Capital Management | 545 | $407.0K | 0.10% | +2+0.4% | Added |
| Kerntke Otto McGlone Wealth Management Group | 545 | $407.1K | 0.25% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 546 | $407.7K | 0.12% | −544−49.9% | Reduced |
| Paul R. Ried Financial Group, LLC | 547 | $408.5K | 0.18% | −177−24.4% | Reduced |
| AF Advisors, Inc. | 550 | $410.7K | 0.20% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 550 | $410.7K | 0.22% | +162+41.8% | Added |
| Viawealth, LLC | 550 | $411.1K | 0.21% | 00.0% | Unchanged |
| Bank of Stockton | 552 | $412.2K | 0.12% | 00.0% | Unchanged |
| Lynch & Associates | 553 | $412.9K | 0.07% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 553 | $413.0K | 0.21% | 00.0% | Unchanged |
| Conrad Siegel Investment Advisors, Inc. | 554 | $413.4K | 0.07% | +9+1.7% | Added |
| Redstone Wealth Management, LLC | 554 | $413.7K | 0.27% | −45−7.5% | Reduced |
| Field & Main Bank | 554 | $413.7K | 0.09% | −23−4.0% | Reduced |
| One Wealth Advisors, LLC | 561 | $418.7K | 0.05% | +158+39.2% | Added |
| RBA Wealth Management, LLC | 561 | $418.9K | 0.15% | −10−1.8% | Reduced |
| Walker Financial Services, Inc. | 561 | $419.4K | 0.13% | −14−2.4% | Reduced |
| Dock Street Asset Management Inc | 562 | $419.7K | 0.04% | −262−31.8% | Reduced |
| Gaddis Premier Wealth Advisors LLC | 562 | $420.0K | 0.26% | +101+21.9% | Added |
| Aquire Wealth Advisors, LLC | 563 | $420.7K | 0.10% | +7+1.3% | Added |
| Platt Wealth Management LLC | 566 | $422.0K | 0.34% | +55+10.8% | Added |
| Downshift Financial, LLC | 566 | $422.5K | 0.19% | 00.0% | Unchanged |
| RF&L Wealth Management, LLC | 567 | $423.4K | 0.29% | −40−6.6% | Reduced |
| Brick & Kyle, Associates | 653 | $424.7K | 0.14% | 00.0% | Unchanged |
| Sara-Bay Financial | 569 | $424.7K | 0.11% | −29−4.8% | Reduced |
| Wealth Management Strategies, Inc. | 569 | $424.8K | 0.17% | +2+0.4% | Added |
| Benson Investment Management Company, Inc. | 569 | $424.9K | 2.26% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 569 | $425.0K | 0.06% | −106−15.7% | Reduced |
| Pachira Investments Inc. | 569 | $425.2K | 0.16% | +60+11.8% | Added |
| IAG Wealth Partners, LLC | 570 | $425.4K | 0.04% | +16+2.9% | Added |
| Diligent Investors, LLC | 570 | $425.7K | 0.09% | +22+4.0% | Added |
| CWC Advisors, LLC. | 571 | $426.4K | 0.19% | +12+2.1% | Added |
| Oakmont Advisory Group, LLC | 572 | $427.1K | 0.36% | 00.0% | Unchanged |
| Somerville Kurt F | 572 | $427.2K | 0.10% | 00.0% | Unchanged |
| First Citizens Financial Corp | 572 | $427.2K | 0.18% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 572 | $427.2K | 0.27% | +65+12.8% | Added |
| Blume Capital Management, Inc. | 572 | $427.2K | 0.06% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 572 | $427.3K | 0.03% | 00.0% | Unchanged |