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 |
|---|---|---|---|---|---|
| Northwest Wealth Management, LLC | 656 | $489.9K | 0.06% | −10−1.5% | Reduced |
| Kensington Investment Counsel, LLC | 657 | $490.4K | 0.21% | −509−43.7% | Reduced |
| Gallagher Capital Advisors, LLC | 658 | $491.4K | 0.29% | +3+0.5% | Added |
| Cornerstone Enterprises, LLC | 660 | $492.9K | 0.22% | 00.0% | Unchanged |
| Gimbal Financial | 662 | $494.3K | 0.31% | +662 | New |
| Littlejohn Financial Services, Inc. | 663 | $495.1K | 0.36% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 664 | $495.8K | 0.60% | 00.0% | Unchanged |
| Advisory Resource Group | 665 | $496.6K | 0.07% | +205+44.6% | Added |
| Covington Investment Advisors Inc. | 666 | $497.0K | 0.06% | −140−17.4% | Reduced |
| AG Asset Advisory, LLC | 666 | $497.3K | 0.40% | −38−5.4% | Reduced |
| Anderson Financial Strategies, LLC | 648 | $498.2K | 0.26% | +648 | New |
| Alexander Labrunerie & Co., Inc. | 668 | $498.8K | 0.17% | +158+31.0% | Added |
| TPG Financial Advisors, LLC | 668 | $498.8K | 0.15% | −67−9.1% | Reduced |
| Eaton-Cambridge Inc. | 668 | $498.8K | 0.14% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 668 | $498.9K | 0.25% | +25+3.9% | Added |
| Forum Private Client Group LLC | 669 | $499.6K | 0.15% | +35+5.5% | Added |
| Synergy Investment Management, LLC | 671 | $501.0K | 0.12% | −24−3.5% | Reduced |
| Balanced Rock Investment Advisor | 671 | $501.0K | 0.31% | −5−0.7% | Reduced |
| Centennial Wealth Advisory LLC | 672 | $502.1K | 0.11% | +14+2.1% | Added |
| Elevated Financial Group LLC | 673 | $502.9K | 0.14% | −359−34.8% | Reduced |
| Miller Wealth Advisors, LLC | 674 | $503.0K | 0.21% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 673 | $503.9K | 0.10% | −45−6.3% | Reduced |
| Topel & Distasi Wealth Management, LLC | 675 | $504.4K | 0.24% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 675 | $504.4K | 0.31% | +1+0.1% | Added |
| CLG LLC | 676 | $504.5K | 0.11% | −14−2.0% | Reduced |
| Vestor Capital, LLC | 5,594 | $506.0K | 0.04% | +3,271+140.8% | Added |
| Benedict Financial Advisors Inc | 678 | $506.0K | 0.10% | +2+0.3% | Added |
| Glass Jacobson Investment Advisors llc | 678 | $506.1K | 0.16% | +16+2.4% | Added |
| Mayfair Advisory Group, LLC | 687 | $507.5K | 0.15% | −9−1.3% | Reduced |
| Heffernan Advisory, Inc | 680 | $507.8K | 0.42% | +680 | New |
| Gill Capital Partners, LLC | 682 | $509.3K | 0.13% | −30−4.2% | Reduced |
| Signature Resources Capital Management, LLC | 682 | $509.3K | 0.20% | +252+58.6% | Added |
| Access Financial Services, Inc. | 682 | $509.4K | 0.17% | −21−3.0% | Reduced |
| May Barnhard Investments LLC | 683 | $510.0K | 0.21% | 00.0% | Unchanged |
| Clearwave Capital, LLC | 684 | $511.2K | 0.28% | +1+0.1% | Added |
| Todd Asset Management LLC | 685 | $511.5K | 0.01% | −15−2.1% | Reduced |
| McNaughton Wealth Management, LLC | 686 | $512.3K | 0.18% | −9−1.3% | Reduced |
| Moller Financial Services | 686 | $512.3K | 0.09% | 00.0% | Unchanged |
| Fiscal Wisdom Wealth Management, LLC | 686 | $512.3K | 0.43% | +192+38.9% | Added |
| Guardian Capital, LLC | 686 | $512.5K | 0.42% | −111−13.9% | Reduced |
| Pflug Koory, LLC | 687 | $513.2K | 0.20% | +1+0.1% | Added |
| Mission Hills Financial Advisory, LLC | 688 | $513.8K | 0.23% | −354−34.0% | Reduced |
| Integris Wealth Management, LLC | 689 | $514.5K | 0.10% | +29+4.4% | Added |
| Crescent Sterling, Ltd. | 689 | $514.5K | 0.46% | +126+22.4% | Added |
| Brio Consultants, LLC | 689 | $514.5K | 0.06% | +122+21.5% | Added |
| Cary Street Partner Investment Advisory LLC | 689 | $515.1K | 0.10% | −36−5.0% | Reduced |
| Carnegie Lake Advisors LLC | 693 | $517.2K | 0.19% | +2+0.3% | Added |
| Great Point Wealth Advisors, LLC | 694 | $517.9K | 0.08% | +10+1.5% | Added |
| Lester Murray Antman dba SimplyRich | 694 | $518.0K | 0.12% | 00.0% | Unchanged |
| 5T Wealth, LLC | 695 | $519.0K | 0.19% | 00.0% | Unchanged |
| Coquina Private Wealth LLC | 696 | $519.8K | 0.35% | 00.0% | Unchanged |
| Base Wealth Management LLC | 696 | $520.1K | 0.24% | −38−5.2% | Reduced |
| Capstone Triton Financial Group, LLC | 698 | $521.2K | 0.30% | −732−51.2% | Reduced |
| Stage Harbor Financial, LLC | 699 | $522.0K | 0.30% | −22−3.1% | Reduced |
| Anchor Capital Advisors LLC | 701 | $523.6K | 0.01% | +29+4.3% | Added |
| Rockport Wealth LLC | 702 | $524.2K | 0.09% | −748−51.6% | Reduced |
| Oak Asset Management, LLC | 705 | $526.5K | 0.17% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 707 | $527.6K | 0.42% | +1+0.1% | Added |
| Hoffman, Alan N Investment Management | 707 | $528.0K | 0.31% | −5−0.7% | Reduced |
| Citrine Capital LLC | 709 | $529.5K | 0.20% | −40−5.3% | Reduced |
| Proactive Wealth Strategies LLC | 709 | $529.8K | 0.09% | +18+2.6% | Added |
| FLC Capital Advisors | 711 | $531.0K | 0.09% | −315−30.7% | Reduced |
| Cooper Capital Advisors LLC | 712 | $532.0K | 0.23% | −5−0.7% | Reduced |
| Montgomery Investment Management Inc | 716 | $534.7K | 0.16% | 00.0% | Unchanged |
| HWG Holdings LP | 718 | $536.2K | 0.12% | −3−0.4% | Reduced |
| Timonier Family Office, LTD. | 717 | $536.7K | 0.15% | +717 | New |
| Parker Financial LLC | 721 | $538.4K | 0.20% | 00.0% | Unchanged |
| Norris Perne & French LLP | 722 | $538.9K | 0.02% | +89+14.1% | Added |
| David Kennon Inc | 722 | $539.1K | 0.18% | 00.0% | Unchanged |
| Vance Wealth, Inc. | 721 | $539.7K | 0.12% | −14−1.9% | Reduced |
| Southland Equity Partners LLC | 723 | $539.9K | 0.09% | +1+0.1% | Added |
| Promethium Advisors,llc | 722 | $540.1K | 0.26% | +722 | New |
| Regimen Wealth, LLC | 727 | $542.9K | 0.15% | +2+0.3% | Added |
| DAGCO, Inc. | 727 | $542.9K | 0.10% | +80+12.4% | Added |
| Monetary Solutions, Ltd | 728 | $543.6K | 0.47% | 00.0% | Unchanged |
| MN Wealth Advisors, LLC | 728 | $544.0K | 0.23% | +2+0.3% | Added |
| Asempa Wealth Advisors | 730 | $545.2K | 0.42% | 00.0% | Unchanged |
| Jim Saulnier & Associates, LLC | 731 | $545.8K | 0.22% | +107+17.1% | Added |
| Uncommon Cents Investing LLC | 732 | $546.9K | 0.12% | +371+102.8% | Added |
| Post Resch Tallon Group Inc. | 734 | $548.1K | 0.38% | +242+49.2% | Added |
| Centennial Advisors, LLC | 735 | $548.6K | 0.65% | −270−26.9% | Reduced |
| Tenon Financial LLC | 736 | $549.5K | 0.18% | +215+41.3% | Added |
| Altiora Financial Group, LLC | 737 | $550.0K | 0.09% | −259−26.0% | Reduced |
| Kondo Wealth Advisors, Inc. | 737 | $550.4K | 0.18% | 00.0% | Unchanged |
| WPG Advisers, LLC | 741 | $553.4K | 0.33% | +116+18.6% | Added |
| Kingsman Wealth Management, Inc. | 742 | $554.4K | 0.26% | −6−0.8% | Reduced |
| Torren Management, LLC | 744 | $555.3K | 0.28% | −99−11.7% | Reduced |
| Brown Financial Advisory | 744 | $555.5K | 0.23% | −21−2.7% | Reduced |
| PSI Advisors, LLC | 744 | $555.6K | 0.13% | +186+33.3% | Added |
| Dynamic Financial Group | 745 | $556.3K | 0.42% | +1+0.1% | Added |
| Premier Financial Group | 746 | $557.1K | 0.12% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 748 | $558.7K | 0.04% | +78+11.6% | Added |
| StoneCrest Wealth Management, Inc. | 750 | $560.1K | 0.18% | −66−8.1% | Reduced |
| SFE Investment Counsel | 750 | $560.1K | 0.08% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 751 | $560.8K | 0.04% | 00.0% | Unchanged |
| Atwater Malick LLC | 751 | $560.8K | 0.12% | 00.0% | Unchanged |
| RMR Capital Management, LLC | 751 | $560.9K | 0.39% | −109−12.7% | Reduced |
| Teamwork Financial Advisors, LLC | 751 | $561.1K | 0.05% | +85+12.8% | Added |
| Gibraltar Capital Management, Inc. | 752 | $561.4K | 0.09% | +389+107.2% | Added |
| Gradient Capital Advisors, LLC | 752 | $561.6K | 0.13% | −66−8.1% | Reduced |