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 |
|---|---|---|---|---|---|
| Capstone Wealth Management Group, Inc. | 1,098 | $820.0K | 0.49% | +1,098 | New |
| Marotta Asset Management | 1,100 | $820.3K | 0.14% | −4−0.4% | Reduced |
| Lakewood Asset Management LLC | 1,099 | $821.0K | 0.45% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 1,100 | $821.4K | 0.12% | −388−26.1% | Reduced |
| Broyhill Asset Management | 1,100 | $821.4K | 0.73% | 00.0% | Unchanged |
| Capstone Capital Management Ltd | 1,100 | $821.4K | 0.37% | +1,100 | New |
| Alternative Investment Advisors, LLC. | 1,101 | $822.3K | 0.32% | −5−0.5% | Reduced |
| Variant Private Wealth, LLC | 1,102 | $822.8K | 0.93% | −29−2.6% | Reduced |
| Fairlight Advisors | 1,102 | $822.9K | 0.67% | +1,102 | New |
| Unique Wealth Strategies, LLC | 1,102 | $823.2K | 0.30% | +2+0.2% | Added |
| Kennedy Investment Group | 1,104 | $824.7K | 0.28% | −17−1.5% | Reduced |
| R. W. Roge & Company, Inc. | 1,106 | $825.0K | 0.35% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 1,105 | $825.2K | 0.04% | −42−3.7% | Reduced |
| TriaGen Wealth Management LLC | 1,106 | $826.0K | 0.21% | −98−8.1% | Reduced |
| Oak Harvest Investment Services | 1,108 | $827.7K | 0.08% | −15−1.3% | Reduced |
| Paradiem, LLC | 1,109 | $828.3K | 0.18% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 1,110 | $828.9K | 0.51% | 00.0% | Unchanged |
| GreatBanc Trust CO | 1,115 | $832.6K | 0.52% | 00.0% | Unchanged |
| Exeter Financial, LLC | 1,118 | $834.9K | 0.32% | 00.0% | Unchanged |
| Emergent Wealth Advisors, LLC | 1,118 | $835.2K | 0.43% | −7−0.6% | Reduced |
| Quest Investment Management LLC | 1,119 | $835.7K | 0.10% | +19+1.7% | Added |
| Stanley-Laman Group, Ltd. | 1,119 | $835.8K | 0.08% | +33+3.0% | Added |
| Mueller Wealth, LLC | 1,122 | $837.8K | 0.57% | −1−0.1% | Reduced |
| HighRoad Wealth Advisors, LLC | 1,124 | $839.0K | 0.71% | +13+1.2% | Added |
| Bryant Woods Investment Advisors, LLC | 1,124 | $839.4K | 0.23% | 00.0% | Unchanged |
| Slagle Financial, LLC | 1,125 | $840.2K | 0.25% | +20+1.8% | Added |
| Capital Counsel LLC | 1,127 | $841.6K | 0.03% | −40−3.4% | Reduced |
| Trajan Wealth LLC | 1,128 | $842.7K | 0.03% | +606+116.1% | Added |
| Discipline Wealth Solutions, LLC | 1,129 | $843.2K | 0.07% | −786−41.0% | Reduced |
| Wealth Management Associates, Inc. | 1,129 | $843.3K | 0.23% | −7−0.6% | Reduced |
| RS Crum Inc. | 1,131 | $844.4K | 0.16% | +177+18.6% | Added |
| Azimuth Capital Investment Management LLC | 1,131 | $844.6K | 0.03% | +54+5.0% | Added |
| Private Wealth Management Group, LLC | 1,131 | $844.6K | 0.20% | +230+25.5% | Added |
| L2 Asset Management, LLC | 1,132 | $845.0K | 0.09% | −335,589−99.7% | Reduced |
| Lincoln Capital LLC | 1,133 | $845.7K | 0.15% | −5−0.4% | Reduced |
| Pointe Capital Management LLC | 1,133 | $846.1K | 0.38% | +29+2.6% | Added |
| IVC Wealth Advisors LLC | 1,134 | $846.5K | 0.33% | 00.0% | Unchanged |
| Gerber, LLC | 1,134 | $846.7K | 0.40% | +387+51.8% | Added |
| Cidel Asset Management Inc | 1,134 | $846.8K | 0.04% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 1,134 | $847.0K | 0.37% | 00.0% | Unchanged |
| Dedeker Financial LLC | 1,134 | $847.7K | 0.48% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 1,138 | $849.8K | 0.07% | 00.0% | Unchanged |
| Bayban | 1,138 | $849.8K | 0.65% | +47+4.3% | Added |
| First Growth Capital LLC | 1,139 | $850.6K | 0.65% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 1,140 | $851.4K | 0.25% | +3+0.3% | Added |
| Vista Investment Partners II, LLC | 1,141 | $852.0K | 0.33% | −23−2.0% | Reduced |
| Kinetic Wealth Investment Advisors LLC | 1,141 | $852.0K | 0.40% | +1,141 | New |
| Horizon Kinetics Asset Management LLC | 1,141 | $852.1K | 0.01% | −103−8.3% | Reduced |
| Paller Financial Services Inc | 1,142 | $852.8K | 0.64% | −7−0.6% | Reduced |
| SWMG, LLC | 1,135 | $853.0K | 0.20% | +5+0.4% | Added |
| ESG Planning | 1,143 | $853.4K | 0.29% | +29+2.6% | Added |
| Ardent Capital Management, Inc. | 1,146 | $855.8K | 0.36% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1,148 | $857.6K | 0.04% | +228+24.8% | Added |
| Elite Life Management LLC | 1,116 | $858.9K | 1.01% | +4+0.4% | Added |
| Polaris Investment Advisors, LLC | 1,153 | $861.3K | 0.55% | −153−11.7% | Reduced |
| Blue Line Capital, LLC | 1,154 | $861.7K | 0.75% | +8+0.7% | Added |
| CVA Family Office, LLC | 1,154 | $862.1K | 0.08% | +156+15.6% | Added |
| Allen Capital Group, LLC | 1,155 | $862.6K | 0.07% | +367+46.6% | Added |
| Cheviot Value Management, LLC | 1,158 | $864.4K | 0.09% | −543−31.9% | Reduced |
| Nova R Wealth, Inc. | 1,161 | $866.8K | 0.25% | −4−0.3% | Reduced |
| Northcape Wealth Management, LLC | 1,161 | $867.0K | 0.23% | −27−2.3% | Reduced |
| Kuhn & Co Investment Counsel | 1,163 | $868.2K | 0.50% | +1+0.1% | Added |
| Shade Tree Advisors LLC | 1,163 | $868.2K | 0.51% | +85+7.9% | Added |
| Foundation Wealth Management, LLC | 1,163 | $868.5K | 0.26% | 00.0% | Unchanged |
| Lee Financial Co | 1,165 | $870.4K | 0.11% | −55−4.5% | Reduced |
| Gordian Advisors LLC | 1,166 | $870.6K | 0.51% | +1+0.1% | Added |
| Avant Financial Advisors LLC | 1,170 | $873.7K | 0.54% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 1,171 | $874.6K | 0.84% | 00.0% | Unchanged |
| Perryman Financial Advisory Inc | 1,171 | $874.8K | 0.12% | −28−2.3% | Reduced |
| Rench Wealth Management, Inc. | 1,172 | $875.2K | 0.23% | +17+1.5% | Added |
| 5th Street Advisors, LLC | 1,172 | $875.2K | 0.34% | 00.0% | Unchanged |
| Wealthcare Capital Management LLC | 1,175 | $877.5K | 0.08% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 1,175 | $877.7K | 0.33% | 00.0% | Unchanged |
| Paradigm Capital Management, LLC | 1,176 | $878.0K | 0.76% | −24−2.0% | Reduced |
| Chico Wealth RIA | 1,176 | $878.0K | 0.46% | 00.0% | Unchanged |
| Miller Financial Services LLC | 1,097 | $878.0K | 0.71% | −23−2.1% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 1,174 | $878.9K | 0.03% | −378−24.4% | Reduced |
| Hudock, Inc. | 1,177 | $879.7K | 0.11% | +1+0.1% | Added |
| Goepper Burkhardt LLC | 1,179 | $880.4K | 0.26% | 00.0% | Unchanged |
| Tru Independence Asset Management 2, LLC | 1,177 | $881.2K | 0.48% | +46+4.1% | Added |
| Tenzing Financial LLC | 1,176 | $883.3K | 0.61% | 00.0% | Unchanged |
| CMH Wealth Management LLC | 1,184 | $886.4K | 0.14% | −31−2.6% | Reduced |
| Keudell/Morrison Wealth Management | 1,187 | $886.8K | 0.17% | +15+1.3% | Added |
| Millennium Capital Advisors, LLC | 1,190 | $889.1K | 0.48% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 1,191 | $889.4K | 0.40% | −15−1.2% | Reduced |
| Westwood Wealth Management | 1,191 | $889.4K | 0.26% | −140−10.5% | Reduced |
| Rezny Wealth Management, Inc. | 1,192 | $890.1K | 0.15% | +35+3.0% | Added |
| Concord Asset Management, LLC | 1,194 | $891.6K | 0.14% | −1−0.1% | Reduced |
| Security National Bank | 1,195 | $892.4K | 0.11% | +66+5.8% | Added |
| Benchmark Financial, LLC | 1,196 | $893.1K | 0.73% | +1+0.1% | Added |
| Intelligent Financial Strategies | 1,194 | $893.7K | 0.43% | 00.0% | Unchanged |
| Northland Securities, Inc. | 1,197 | $893.9K | 0.52% | 00.0% | Unchanged |
| Oxford Wealth Group, LLC | 1,197 | $894.2K | 0.40% | +528+78.9% | Added |
| Schaeffer Financial LLC | 1,198 | $894.8K | 0.69% | −49−3.9% | Reduced |
| UMA Financial Services, Inc. | 1,199 | $895.2K | 0.11% | +1+0.1% | Added |
| Traveka Wealth, LLC | 1,199 | $895.4K | 0.30% | −19−1.6% | Reduced |
| West Wealth Group, LLC | 1,199 | $895.6K | 0.15% | +3+0.3% | Added |
| Noble Wealth Management PBC | 1,202 | $897.6K | 0.41% | −146−10.8% | Reduced |
| Seaside Wealth Management, Inc. | 1,204 | $898.9K | 0.22% | −77−6.0% | Reduced |
| Horizon Bancorp Inc | 1,204 | $899.0K | 0.42% | 00.0% | Unchanged |