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
Q3 2026 data is still coming in: 11 institutions have reported holding SPY so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| Collaborative Wealth Managment Inc. | 1,500 | $1.12M | 0.47% | +163+12.2% | Added |
| Vermillion Wealth Management, Inc. | 1,501 | $1.12M | 0.26% | −216−12.6% | Reduced |
| RVW Wealth, LLC | 1,501 | $1.12M | 0.07% | +500+50.0% | Added |
| Waterford Advisors, LLC | 1,501 | $1.12M | 0.31% | −191−11.3% | Reduced |
| Midwest Financial Partners Investments, Inc. | 1,503 | $1.12M | 0.47% | +27+1.8% | Added |
| Strathmore Capital Advisors, Inc. | 1,500 | $1.12M | 0.30% | −273−15.4% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,503 | $1.12M | 0.32% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,504 | $1.12M | 0.14% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 1,505 | $1.12M | 0.85% | 00.0% | Unchanged |
| Apeiron RIA LLC | 1,506 | $1.12M | 0.29% | −349−18.8% | Reduced |
| Fourth Dimension Wealth, LLC | 1,506 | $1.12M | 0.36% | +140+10.2% | Added |
| Trivant Custom Portfolio Group, LLC | 1,508 | $1.13M | 0.60% | −70−4.4% | Reduced |
| Ballast Advisors LLC | 1,508 | $1.13M | 0.27% | −26−1.7% | Reduced |
| Burk Holdings LLC | 1,509 | $1.13M | 0.42% | +58+4.0% | Added |
| Alamar Capital Management, LLC | 1,506 | $1.13M | 0.57% | −68−4.3% | Reduced |
| Bosman Wealth Management, LLC | 1,511 | $1.13M | 0.70% | 00.0% | Unchanged |
| Graney & King, LLC | 1,511 | $1.13M | 0.41% | −24−1.6% | Reduced |
| Ted Buchan & Co | 1,512 | $1.13M | 0.37% | −16−1.0% | Reduced |
| Elite Wealth Management, Inc. | 1,512 | $1.13M | 0.33% | −470−23.7% | Reduced |
| MBA Advisors LLC | 1,515 | $1.13M | 0.39% | +13+0.9% | Added |
| Bci Securities, Inc. | 1,515 | $1.13M | 9.75% | −17−1.1% | Reduced |
| Cim, LLC | 1,518 | $1.13M | 0.15% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 1,520 | $1.14M | 0.17% | −3,647−70.6% | Reduced |
| Prosperitas Financial LLC | 1,522 | $1.14M | 0.36% | −160−9.5% | Reduced |
| Wealthstar Advisors, LLC | 1,524 | $1.14M | 0.57% | +26+1.7% | Added |
| PW Nova Financial Services LLC | 1,529 | $1.14M | 0.24% | −17−1.1% | Reduced |
| Infinity Wealth Counsel, LLC | 1,530 | $1.14M | 0.92% | −45−2.9% | Reduced |
| Brian Low Financial Group, LLC | 1,530 | $1.14M | 0.67% | +139+10.0% | Added |
| Hurlow Wealth Management Group, Inc. | 1,531 | $1.14M | 0.24% | −3−0.2% | Reduced |
| Cypress Point Wealth Management, LLC | 1,531 | $1.14M | 0.23% | −285−15.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,540 | $1.15M | 0.29% | −143−8.5% | Reduced |
| Lighthouse Financial Services Inc | 1,543 | $1.15M | 0.24% | +607+64.9% | Added |
| Cornerstone Financial Management LLC | 1,541 | $1.15M | 0.92% | −399−20.6% | Reduced |
| Strategic Financial Services, Inc, | 1,541 | $1.15M | 0.05% | −100−6.1% | Reduced |
| LifeGuide Financial Advisors, LLC | 1,542 | $1.15M | 0.33% | +181+13.3% | Added |
| Mullaney, Keating & Wright, Inc. | 1,543 | $1.15M | 0.56% | +57+3.8% | Added |
| Ridge Creek Global, Inc | 1,543 | $1.15M | 0.90% | −195−11.2% | Reduced |
| J. Goldman & Co LP | 1,547 | $1.16M | 0.04% | −3,864−71.4% | Reduced |
| Zinnia Wealth Advisory, LLC | 1,547 | $1.16M | 1.18% | +921+147.1% | Added |
| Milestone Asset Management Group, LLC | 1,549 | $1.16M | 0.58% | −1−0.1% | Reduced |
| Avondale Wealth Management | 1,551 | $1.16M | 0.47% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 1,552 | $1.16M | 0.38% | −27−1.7% | Reduced |
| Bellevue Asset Management, LLC | 1,554 | $1.16M | 0.54% | −16−1.0% | Reduced |
| Northbridge Financial Group, LLC | 1,556 | $1.16M | 0.45% | +3+0.2% | Added |
| Level Wealth Management LLC | 1,557 | $1.17M | 0.47% | +76+5.1% | Added |
| Johnson & White Wealth Management, LLC | 1,567 | $1.17M | 0.44% | +1+0.1% | Added |
| Great Waters Wealth Management | 1,571 | $1.17M | 0.11% | +582+58.8% | Added |
| PFG Private Wealth Management, LLC | 1,573 | $1.17M | 0.51% | −6−0.4% | Reduced |
| Poehling Capital Management, LLC | 1,575 | $1.18M | 0.25% | +1,034+191.1% | Added |
| Client 1st Advisory Group, LLC | 1,578 | $1.18M | 0.32% | +61+4.0% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 1,580 | $1.18M | 0.49% | −127−7.4% | Reduced |
| Lawood & Co | 1,582 | $1.18M | 0.80% | 00.0% | Unchanged |
| Blue Capital, Inc. | 1,583 | $1.18M | 0.75% | −737−31.8% | Reduced |
| Quantum Private Wealth, LLC | 1,586 | $1.18M | 0.30% | −89−5.3% | Reduced |
| Providence Capital Advisors, LLC | 1,587 | $1.18M | 0.18% | −60−3.6% | Reduced |
| Tepp RIA, LLC | 1,587 | $1.19M | 0.80% | −3,452−68.5% | Reduced |
| Stirlingshire Investments, Inc. | 1,583 | $1.19M | 0.88% | −17−1.1% | Reduced |
| TCFG Investment Advisors, LLC | 1,591 | $1.19M | 0.40% | −6−0.4% | Reduced |
| Stack Financial Management, Inc | 1,598 | $1.19M | 0.09% | −22−1.4% | Reduced |
| Tran Capital Management, L.P. | 1,601 | $1.20M | 0.14% | +18+1.1% | Added |
| Penbrook Management LLC | 1,605 | $1.20M | 0.76% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 1,611 | $1.20M | 0.15% | −6,263−79.5% | Reduced |
| McDonough Capital Management, Inc | 1,612 | $1.20M | 0.60% | 00.0% | Unchanged |
| Sonoma Private Wealth LLC | 1,614 | $1.21M | 1.29% | +600+59.2% | Added |
| Frederick Financial Consultants, LLC | 1,614 | $1.21M | 0.51% | +11+0.7% | Added |
| Heck Capital Advisors, LLC | 1,614 | $1.21M | 0.07% | +1+0.1% | Added |
| RFP Financial Group LLC | 1,618 | $1.21M | 0.54% | +698+75.9% | Added |
| Passive Capital Management, LLC. | 1,773 | $1.21M | 0.38% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 1,622 | $1.21M | 0.13% | 00.0% | Unchanged |
| Navalign, LLC | 1,619 | $1.21M | 0.28% | +7+0.4% | Added |
| GHP Investment Advisors, Inc. | 1,621 | $1.21M | 0.04% | +81+5.3% | Added |
| Elevated Private Wealth, LLC | 1,624 | $1.21M | 1.15% | +1,624 | New |
| Archer Investment Management, LLC | 1,628 | $1.22M | 0.42% | +1,628 | New |
| Bullock Wealth Management Group | 1,632 | $1.22M | 0.53% | −108−6.2% | Reduced |
| Financial Alternatives, Inc | 1,630 | $1.22M | 0.60% | −292−15.2% | Reduced |
| Xcel Wealth Management, LLC | 1,631 | $1.22M | 0.29% | −11−0.7% | Reduced |
| Peak Wealth Management LLC | 1,633 | $1.22M | 0.86% | +110+7.2% | Added |
| Mason & Associates Inc | 1,636 | $1.22M | 0.20% | −34−2.0% | Reduced |
| Meeder Advisory Services, Inc. | 1,641 | $1.23M | 0.04% | +267+19.4% | Added |
| VSM Wealth Advisory, LLC | 1,644 | $1.23M | 0.33% | +1+0.1% | Added |
| Carr Financial Group Corp | 1,645 | $1.23M | 0.28% | +450+37.7% | Added |
| Measured Risk Portfolios, Inc. | 1,653 | $1.23M | 1.10% | −9−0.5% | Reduced |
| Forum Finance Group S.A. | 2,052 | $1.24M | 0.45% | +310+17.8% | Added |
| Morris Retirement Advisors, LLC | 1,668 | $1.25M | 0.45% | −570−25.5% | Reduced |
| Dover Advisors, LLC | 1,825 | $1.25M | 0.51% | −19−1.0% | Reduced |
| Compass Financial Services Inc | 1,675 | $1.25M | 0.47% | −32−1.9% | Reduced |
| Acorn Financial Advisory Services Inc | 1,675 | $1.25M | 0.17% | −386−18.7% | Reduced |
| Powers Advisory Group, LLC | 1,676 | $1.25M | 0.39% | 00.0% | Unchanged |
| Strategies Wealth Advisors, LLC | 1,677 | $1.25M | 0.11% | −60−3.5% | Reduced |
| Whalen Wealth Management Inc. | 1,680 | $1.25M | 0.56% | −7−0.4% | Reduced |
| Investment Partners, Ltd. | 1,682 | $1.26M | 0.39% | +71+4.4% | Added |
| Evolution Wealth Management Inc. | 1,683 | $1.26M | 0.74% | +658+64.2% | Added |
| Capital Asset Managemnet, LLC | 1,685 | $1.26M | 2.83% | −684−28.9% | Reduced |
| WLTH Capital Management, LLC | 1,688 | $1.26M | 0.81% | −13−0.8% | Reduced |
| Center For Asset Management LLC | 1,692 | $1.27M | 0.56% | +159+10.4% | Added |
| Riverbridge Partners LLC | 1,694 | $1.27M | 0.04% | 00.0% | Unchanged |
| Poinciana Advisors Group, LLC | 1,697 | $1.27M | 0.94% | 00.0% | Unchanged |
| JB Capital LLC | 1,699 | $1.27M | 0.04% | +320+23.2% | Added |
| Summit Asset Management, LLC | 1,699 | $1.27M | 0.16% | −478−22.0% | Reduced |
| Financial Advisory Corp | 1,700 | $1.27M | 0.17% | −35−2.0% | Reduced |