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 |
|---|---|---|---|---|---|
| Family Legacy Financial Solutions, LLC | 855 | $638.2K | 0.39% | −211−19.8% | Reduced |
| Orrstown Financial Services Inc | 855 | $638.5K | 0.09% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 855 | $638.5K | 0.05% | 00.0% | Unchanged |
| Legacy Solutions, LLC | 856 | $639.2K | 0.52% | 00.0% | Unchanged |
| WealthCare Investment Partners, LLC | 858 | $640.7K | 0.16% | +13+1.5% | Added |
| Snider Financial Group | 859 | $641.2K | 0.16% | +1+0.1% | Added |
| Northeast Planning Associates, Inc. | 859 | $641.5K | 0.48% | −82−8.7% | Reduced |
| Sanchez Gaunt Capital Management, LLC | 859 | $641.5K | 0.36% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 859 | $641.5K | 0.21% | +859 | New |
| Finley Financial, LLC | 861 | $643.0K | 0.26% | 00.0% | Unchanged |
| Emory University | 861 | $643.0K | 0.40% | +30+3.6% | Added |
| Strategic Investment Solutions, Inc. | 862 | $643.8K | 0.15% | −24−2.7% | Reduced |
| Delap Wealth Advisory, LLC | 864 | $645.2K | 0.22% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 867 | $647.5K | 0.24% | −225−20.6% | Reduced |
| Yukon Wealth Management, Inc. | 867 | $647.8K | 0.19% | +318+57.9% | Added |
| Vision Capital Management, Inc. | 869 | $649.0K | 0.07% | 00.0% | Unchanged |
| Petredis Investment Advisors LLC | 870 | $649.7K | 0.04% | 00.0% | Unchanged |
| Roxbury Financial LLC | 872 | $651.0K | 0.51% | +2+0.2% | Added |
| Cox Capital Mgt LLC | 873 | $651.9K | 0.36% | −62−6.6% | Reduced |
| Clear Retirement Advice LLC | 874 | $652.7K | 0.45% | 00.0% | Unchanged |
| KDK Private Wealth Management, LLC | 874 | $652.7K | 0.54% | 00.0% | Unchanged |
| Ballast Financial Advisors LLC | 876 | $654.3K | 0.59% | +100+12.9% | Added |
| Genesis Private Wealth, LLC | 877 | $654.9K | 0.18% | +877 | New |
| Choice Wealth Advisors, LLC | 877 | $654.9K | 0.23% | +2+0.2% | Added |
| Intentional Wealth Strategies, LLC | 878 | $655.7K | 0.61% | 00.0% | Unchanged |
| DeLarme Wealth Management, Inc. | 880 | $657.3K | 0.38% | 00.0% | Unchanged |
| Atlantic Family Wealth, LLC | 880 | $657.8K | 0.42% | −3−0.3% | Reduced |
| Marietta Investment Partners LLC | 881 | $658.0K | 0.11% | +6+0.7% | Added |
| Matisse Capital | 882 | $658.4K | 0.26% | −1−0.1% | Reduced |
| Advocate Group LLC | 885 | $661.2K | 0.10% | −39−4.2% | Reduced |
| Colton Groome Financial Advisors, LLC | 888 | $663.1K | 0.16% | +450+102.7% | Added |
| TRB Wealth Management, LLC | 888 | $663.3K | 0.09% | −267−23.1% | Reduced |
| WealthPLAN Partners, LLC | 890 | $664.6K | 0.13% | +3+0.3% | Added |
| Aster Capital Management (DIFC) Ltd | 893 | $666.9K | 0.14% | +893 | New |
| RPG Investment Advisory, LLC | 897 | $670.0K | 0.07% | −2−0.2% | Reduced |
| Boston Standard Wealth Management, LLC | 898 | $670.5K | 0.10% | +71+8.6% | Added |
| Hoge Financial Services, LLC | 899 | $671.0K | 0.32% | −9−1.0% | Reduced |
| Castellan Group, LLC | 900 | $672.1K | 0.07% | −2,700−75.0% | Reduced |
| AIMZ Investment Advisors, LLC | 901 | $672.8K | 0.19% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 902 | $673.6K | 1.89% | +902 | New |
| InvesTrust | 904 | $675.1K | 0.26% | −5−0.6% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 906 | $676.3K | 0.08% | +8+0.9% | Added |
| Daytona Street Capital LLC | 897 | $676.8K | 0.49% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 907 | $677.6K | 0.13% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 908 | $678.2K | 0.13% | −44−4.6% | Reduced |
| Ruggaard & Associates LLC | 912 | $681.1K | 0.24% | 00.0% | Unchanged |
| Donalies Financial Planning, LLC | 912 | $681.1K | 0.50% | 00.0% | Unchanged |
| LPWM LLC | 912 | $681.1K | 0.15% | +2+0.2% | Added |
| Valley Forge Investment Consultants Inc Adv | 913 | $681.6K | 0.18% | +1+0.1% | Added |
| Turn8 Private Wealth Inc. | 913 | $681.8K | 0.45% | −757−45.3% | Reduced |
| Navigate Wealth Management, LLC | 918 | $682.3K | 0.42% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 916 | $684.0K | 0.12% | −2−0.2% | Reduced |
| Anson Capital, Inc. | 917 | $684.8K | 0.45% | +2+0.2% | Added |
| Hiley Hunt Wealth Management | 917 | $684.8K | 0.27% | −54−5.6% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 920 | $686.9K | 0.19% | −172−15.8% | Reduced |
| Picton Mahoney Asset Management | 920 | $687.0K | 0.01% | −200−17.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 1,056 | $687.2K | 0.03% | 00.0% | Unchanged |
| Cauble & Harre Wealth Management, Inc. | 920 | $688.8K | 0.55% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 923 | $689.3K | 0.33% | +643+229.6% | Added |
| Blue Sky Capital Consultants Group, Inc. | 923 | $689.3K | 0.29% | −307−25.0% | Reduced |
| Ade, LLC | 926 | $691.8K | 0.29% | 00.0% | Unchanged |
| Fortitude Financial, LLC | 927 | $692.3K | 0.62% | −111,934−99.2% | Reduced |
| Everest Financial Group LLC | 928 | $693.3K | 0.09% | −11−1.2% | Reduced |
| Tilia Fiduciary Partners, Inc. | 929 | $693.4K | 0.33% | +11+1.2% | Added |
| Unified Investment Management | 929 | $693.7K | 0.65% | 00.0% | Unchanged |
| Gentry Private Wealth, LLC | 929 | $693.9K | 0.36% | +351+60.7% | Added |
| WestHill Financial Advisors, Inc. | 929 | $693.9K | 0.12% | +155+20.0% | Added |
| Compass Financial Group, Inc. | 930 | $694.5K | 0.29% | −43−4.4% | Reduced |
| Fulcrum Capital LLC | 930 | $694.5K | 0.14% | 00.0% | Unchanged |
| FC Advisory LLC | 932 | $696.0K | 0.18% | +2+0.2% | Added |
| Integrated Investment Consultants, LLC | 934 | $697.5K | 0.14% | −106−10.2% | Reduced |
| BG Investment Services, Inc. | 934 | $697.6K | 0.50% | −105−10.1% | Reduced |
| Bay Capital Advisors, LLC | 935 | $698.2K | 0.37% | 00.0% | Unchanged |
| Vista Finance, LLC | 935 | $698.5K | 0.39% | +387+70.6% | Added |
| Meadowbrook Wealth Management, LLC | 937 | $698.8K | 0.75% | 00.0% | Unchanged |
| Peoples Bank | 936 | $699.0K | 0.68% | −200−17.6% | Reduced |
| Quarry Hill Advisors, LLC | 936 | $699.0K | 0.27% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 937 | $699.5K | 0.10% | −6−0.6% | Reduced |
| Sfam, LLC | 938 | $700.5K | 0.57% | −11−1.2% | Reduced |
| Huntleigh Advisors, Inc. | 940 | $702.1K | 0.10% | +30+3.3% | Added |
| Arbor Investment Advisors, LLC | 947 | $707.6K | 0.08% | −712−42.9% | Reduced |
| Luts & Greenleigh Group, Inc | 948 | $707.7K | 0.54% | +4+0.4% | Added |
| SageGuard Financial Group, LLC | 948 | $708.1K | 0.10% | −353−27.1% | Reduced |
| Alliance Private Wealth, LLC | 951 | $710.2K | 0.25% | 00.0% | Unchanged |
| Revere Asset Management, Inc | 952 | $710.9K | 0.27% | +952 | New |
| Redwood Financial Network Corp | 953 | $711.4K | 0.39% | −2−0.2% | Reduced |
| BostonPremier Wealth LLC | 958 | $715.3K | 0.30% | +2+0.2% | Added |
| Jacobson & Schmitt Advisors, LLC | 958 | $715.4K | 0.12% | +100+11.7% | Added |
| Keystone Financial Services | 961 | $717.4K | 0.18% | −280−22.6% | Reduced |
| Maxele Advisors, LLC | 961 | $717.9K | 0.50% | +961 | New |
| Birch Financial Group, LLC | 962 | $718.4K | 0.37% | −119−11.0% | Reduced |
| Briaud Financial Planning, Inc | 962 | $718.4K | 0.19% | −610−38.8% | Reduced |
| FF Advisors,LLC | 963 | $719.1K | 0.27% | +25+2.7% | Added |
| Chris Bulman Inc | 964 | $719.9K | 0.26% | +9+0.9% | Added |
| Butensky & Cohen Financial Security, Inc | 965 | $720.3K | 0.18% | −28−2.8% | Reduced |
| Check Capital Management Inc | 965 | $720.6K | 0.04% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 966 | $721.4K | 0.59% | +11+1.2% | Added |
| Kestra Investment Management, LLC | 967 | $722.1K | 0.01% | −880−47.6% | Reduced |
| Brown Wealth Management, LLC | 969 | $723.7K | 0.16% | +128+15.2% | Added |
| 180 Wealth Advisors, LLC | 970 | $724.4K | 0.07% | −119−10.9% | Reduced |