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
- +133 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
- 258
- 1,808 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 | 4,599 | $356.9B |
| Q4 2025 | 4,645 | $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 |
|---|---|---|---|---|---|
| ARK Investment Management LLCSuperinvestorARK Invest | 0 | $344 | 0.00% | −28−100.0% | Reduced |
| USA Financial Formulas | 1 | $747 | 0.00% | +1 | New |
| Persistent Asset Partners Ltd | 1 | $747 | 0.00% | +1 | New |
| Go Invest LLC | 2 | $1.39K | 0.00% | +2 | New |
| Equitec Proprietary Markets, LLC | 2 | $1.49K | 0.00% | 00.0% | Unchanged |
| Montgomery Financial Services LLC | 2 | $1.49K | 0.00% | +2 | New |
| Hillsdale Investment Management Inc. | 5 | $3.73K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 5 | $3.73K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 8 | $5.97K | 0.00% | −29−78.4% | Reduced |
| Ravenstone Capital Management Inc. | 8 | $5.97K | 0.00% | +8 | New |
| Valued Wealth Advisors LLC | 8 | $5.99K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 10 | $7.47K | 0.01% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 13 | $9.71K | 0.01% | −3−18.8% | Reduced |
| Penserra Capital Management LLC | 18 | $13.0K | 0.00% | +18 | New |
| JCIC Asset Management Inc. | 20 | $13.0K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 20 | $14.9K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 20 | $15.2K | 0.01% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 21 | $15.3K | 0.01% | 00.0% | Unchanged |
| Imprint Wealth LLC | 23 | $17.2K | 0.07% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 23 | $17.2K | 0.01% | +21+1,050.0% | Added |
| Cypress Capital Management LLC (WY) | 25 | $18.7K | 0.02% | 00.0% | Unchanged |
| McMillan Office, Inc. | 25 | $18.7K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 28 | $20.9K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 28 | $20.9K | 0.01% | +28 | New |
| Strategic Advocates LLC | 29 | $21.3K | 0.08% | 00.0% | Unchanged |
| Advantage Trust Co | 31 | $23.1K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 34 | $25.5K | 0.02% | 00.0% | Unchanged |
| Sankala Group LLC | 33 | $25.5K | 0.02% | −250−88.3% | Reduced |
| Wiser Advisor Group LLC | 36 | $26.6K | 0.03% | 00.0% | Unchanged |
| PeakShares LLC | 38 | $28.4K | 0.02% | −500−92.9% | Reduced |
| Regatta Research & Money Management | 38 | $28.4K | 0.03% | +38 | New |
| Plan Group Financial, LLC | 39 | $29.1K | 0.01% | −275−87.6% | Reduced |
| DB Fitzpatrick & Co, Inc | 39 | $29.1K | 0.02% | 00.0% | Unchanged |
| Access Investment Management LLC | 40 | $29.9K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 45 | $33.8K | 0.04% | −1−2.2% | Reduced |
| Catherine Avery Investment Management LLC | 46 | $34.4K | 0.02% | −3−6.1% | Reduced |
| Benson Wealth Management INC | 48 | $35.8K | 0.04% | −8−14.3% | Reduced |
| Ramirez Asset Management, Inc. | 50 | $37.3K | 0.00% | 00.0% | Unchanged |
| BOCHK Asset Management Ltd | 50 | $37.3K | 0.01% | +50 | New |
| Kelly Lawrence W & Associates Inc | 52 | $38.8K | 0.01% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 52 | $38.8K | 0.01% | +14+36.8% | Added |
| MB, Levis & Associates, LLC | 53 | $39.6K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 55 | $41.1K | 0.01% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 57 | $42.3K | 0.01% | +57 | New |
| Anchor Bay Capital, Inc. | 55 | $42.5K | 0.02% | +55 | New |
| Sherman Asset Management, Inc. | 60 | $44.8K | 0.03% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 60 | $44.8K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 62 | $46.2K | 0.01% | −14−18.4% | Reduced |
| Dogwood Wealth Management LLC | 63 | $47.0K | 0.02% | 00.0% | Unchanged |
| PayPay Securities Corp | 67 | $50.0K | 1.91% | −11−14.1% | Reduced |
| Lloyd Advisory Services, LLC. | 78 | $58.2K | 0.02% | −131−62.7% | Reduced |
| Delos Wealth Advisors, LLC | 80 | $59.7K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 80 | $59.7K | 0.07% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 83 | $62.0K | 0.02% | −5−5.7% | Reduced |
| Burnham & Co LLC | 83 | $62.0K | 0.05% | +83 | New |
| Navigoe, LLC | 84 | $62.0K | 0.03% | +84 | New |
| Hara Capital LLC | 85 | $63.6K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 87 | $65.0K | 0.02% | −15−14.7% | Reduced |
| 1620 Investment Advisors, Inc. | 88 | $66.2K | 0.04% | −8−8.3% | Reduced |
| New England Capital Financial Advisors LLC | 92 | $68.7K | 0.02% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 94 | $70.2K | 0.02% | 00.0% | Unchanged |
| Sims Investment Management, LLC | 98 | $73.2K | 0.02% | +98 | New |
| Fountainhead AM, LLC | 99 | $74.0K | 0.06% | −121−55.0% | Reduced |
| Tower Trust & Investment Co | 100 | $74.7K | 0.05% | 00.0% | Unchanged |
| Skylands Capital, LLC | 100 | $74.7K | 0.01% | 00.0% | Unchanged |
| Markowski Investments | 100 | $74.7K | 0.02% | +100 | New |
| Paloma Partners Management Co | 101 | $75.4K | 0.02% | +101 | New |
| Nalls Sherbakoff Group, LLC | 105 | $78.4K | 0.06% | 00.0% | Unchanged |
| Bravera Wealth | 106 | $79.2K | 0.03% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 111 | $82.8K | 0.03% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 112 | $83.6K | 0.03% | −86−43.4% | Reduced |
| Capco Asset Management, LLC | 113 | $84.4K | 0.02% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 114 | $84.8K | 0.02% | −95−45.5% | Reduced |
| Minot DeBlois Advisors LLC | 116 | $86.6K | 0.07% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 117 | $87.4K | 0.04% | 00.0% | Unchanged |
| Bank & Trust Co | 118 | $88.1K | 0.06% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 119 | $88.9K | 0.05% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 120 | $89.6K | 0.06% | −23−16.1% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 120 | $89.7K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 123 | $91.9K | 0.01% | −73−37.2% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 124 | $93.2K | 0.08% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 129 | $96.3K | 0.03% | +129 | New |
| Essential Investment Partners LLC | 137 | $102.3K | 0.08% | 00.0% | Unchanged |
| Financial Consulate, Inc | 145 | $108.4K | 0.01% | +43+42.2% | Added |
| Marshall Wace, LLP | 148 | $110.5K | 0.00% | +148 | New |
| NCP Inc. | 150 | $112.0K | 0.16% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 150 | $112.0K | 0.04% | 00.0% | Unchanged |
| Hoey Investments, Inc | 153 | $114.3K | 0.02% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 155 | $115.0K | 0.00% | −27−14.8% | Reduced |
| Prosperity Bancshares Inc | 160 | $119.5K | 0.08% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 160 | $119.5K | 0.08% | 00.0% | Unchanged |
| First Community Trust NA | 162 | $121.0K | 0.05% | 00.0% | Unchanged |
| Orion Capital Management LLC | 163 | $121.7K | 0.04% | +100+158.7% | Added |
| CrossGen Wealth, LLC | 163 | $121.8K | 0.09% | 00.0% | Unchanged |
| Eukles Asset Management | 166 | $124.0K | 0.05% | −43−20.6% | Reduced |
| Entrust Financial LLC | 167 | $124.9K | 0.08% | −1−0.6% | Reduced |
| Perkins Coie Trust Co | 169 | $126.2K | 0.02% | 00.0% | Unchanged |
| Robbins Farley LLC | 171 | $127.7K | 0.05% | +6+3.6% | Added |
| Prudent Man Investment Management, Inc. | 189 | $128.8K | 0.04% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 173 | $129.2K | 0.03% | 00.0% | Unchanged |