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: 23 institutions have reported holding SPY so far. See Q3 2026
- Institutional holders
- 4,669
- +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
- 1,809 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 |
|---|---|---|---|---|---|
| Hanson & Doremus Investment Management | 2,370 | $1.77M | 0.18% | −1,227−34.1% | Reduced |
| Headinvest, LLC | 2,373 | $1.77M | 0.33% | +47+2.0% | Added |
| Peninsula Asset Management Inc | 2,375 | $1.77M | 0.85% | −170−6.7% | Reduced |
| BankPlus Trust Department | 2,375 | $1.77M | 0.41% | +318+15.5% | Added |
| Townsend Asset Management Corp | 2,378 | $1.78M | 0.57% | +12+0.5% | Added |
| Oberweis Asset Management Inc | 2,378 | $1.78M | 0.04% | +4+0.2% | Added |
| West Michigan Advisors, LLC | 2,372 | $1.78M | 0.34% | +594+33.4% | Added |
| Fairman Group, LLC | 2,374 | $1.78M | 1.40% | +4+0.2% | Added |
| Entrewealth, LLC | 2,313 | $1.78M | 0.66% | +1,164+101.3% | Added |
| Fund Advisors of America Inc | 2,382 | $1.78M | 1.61% | −43−1.8% | Reduced |
| Karpus Management, Inc. | 2,391 | $1.79M | 0.05% | −5−0.2% | Reduced |
| Westhampton Capital, LLC | 2,391 | $1.79M | 0.74% | +250+11.7% | Added |
| Clean Yield Group | 2,393 | $1.79M | 0.44% | −10−0.4% | Reduced |
| Seamount Financial Group Inc | 2,395 | $1.79M | 0.72% | +141+6.3% | Added |
| AAFCPAs Wealth Management, LLC | 2,397 | $1.79M | 0.66% | −66−2.7% | Reduced |
| Retirement Investment Advisors, Inc. | 2,390 | $1.79M | 0.13% | −87−3.5% | Reduced |
| Intellectus Partners, LLC | 2,392 | $1.79M | 0.31% | +7+0.3% | Added |
| Gouws Capital LLC | 2,400 | $1.79M | 0.83% | −100−4.0% | Reduced |
| ThornTree Capital Partners LP | 2,401 | $1.79M | 0.25% | +2,401 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,403 | $1.79M | 0.00% | +391+19.4% | Added |
| Bernardo Wealth Planning LLC | 2,406 | $1.80M | 0.31% | +15+0.6% | Added |
| Marathon Capital Management | 2,412 | $1.80M | 0.36% | −284−10.5% | Reduced |
| Brooklyn FI, LLC | 2,410 | $1.80M | 0.33% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 2,411 | $1.81M | 0.36% | −17−0.7% | Reduced |
| American Capital Management Inc | 2,425 | $1.81M | 0.08% | 00.0% | Unchanged |
| Dodds Wealth, LLC | 2,426 | $1.81M | 0.41% | −23−0.9% | Reduced |
| Westbourne Investments, Inc. | 2,431 | $1.82M | 0.74% | +4+0.2% | Added |
| InTrack Investment Management Inc | 2,432 | $1.82M | 0.90% | −134−5.2% | Reduced |
| Fort Sheridan Advisors LLC | 2,439 | $1.82M | 0.20% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 2,442 | $1.82M | 0.11% | −120−4.7% | Reduced |
| 55 North Private Wealth, LLC | 2,445 | $1.83M | 0.36% | +56+2.3% | Added |
| Yarger Wealth Strategies, LLC | 2,419 | $1.83M | 0.66% | +200+9.0% | Added |
| Summit Wealth Group LLC | 2,451 | $1.83M | 0.15% | +74+3.1% | Added |
| Riverstone Advisors, LLC | 2,452 | $1.83M | 0.76% | −74−2.9% | Reduced |
| Argyle Capital Partners, LLC | 2,460 | $1.84M | 1.16% | −220−8.2% | Reduced |
| Oath Planning, LLC | 2,472 | $1.85M | 1.37% | −20−0.8% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 2,470 | $1.85M | 0.96% | −2,482−50.1% | Reduced |
| Aspen Capital Management, LLC | 2,472 | $1.85M | 0.41% | +152+6.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,476 | $1.85M | 0.18% | −51−2.0% | Reduced |
| Wealth Care LLC | 2,480 | $1.85M | 1.50% | −148−5.6% | Reduced |
| Polymer Capital Management (HK) LTD | 2,480 | $1.85M | 0.19% | −11,849−82.7% | Reduced |
| Wealth Preservation Advisors, LLC | 2,482 | $1.85M | 1.06% | +292+13.3% | Added |
| Burton Enright Welch | 2,498 | $1.87M | 0.22% | +539+27.5% | Added |
| Primoris Wealth Advisors, LLC | 2,500 | $1.87M | 0.85% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 2,502 | $1.87M | 1.38% | −53−2.1% | Reduced |
| Alpha Omega Wealth Management LLC | 2,504 | $1.87M | 0.28% | +6+0.2% | Added |
| Core Wealth Partners LLC | 2,511 | $1.87M | 0.80% | −172−6.4% | Reduced |
| Bell Investment Advisors, Inc | 2,513 | $1.88M | 0.28% | −19−0.8% | Reduced |
| Fingerlakes Wealth Management, Inc. | 2,514 | $1.88M | 1.01% | +5+0.2% | Added |
| Asset Advisors Investment Management, LLC | 2,515 | $1.88M | 0.17% | 00.0% | Unchanged |
| Pioneer Family Office, LLC | 2,521 | $1.88M | 0.97% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2,521 | $1.88M | 0.34% | −287−10.2% | Reduced |
| Everhart Financial Group, Inc. | 2,521 | $1.88M | 0.12% | −8,678−77.5% | Reduced |
| Bruce G. Allen Investments, LLC | 2,523 | $1.88M | 1.20% | +147+6.2% | Added |
| WoodTrust Financial Corp | 2,527 | $1.89M | 0.22% | −13−0.5% | Reduced |
| Dana Investment Advisors, Inc. | 2,532 | $1.89M | 0.05% | +75+3.1% | Added |
| Altus Wealth Management, LLC | 2,541 | $1.90M | 0.73% | −46−1.8% | Reduced |
| Capital Investment Counsel, LLC | 2,541 | $1.90M | 0.23% | −23−0.9% | Reduced |
| Seek First Inc. | 2,543 | $1.90M | 1.20% | −392−13.4% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 2,549 | $1.90M | 0.51% | +628+32.7% | Added |
| Geneva Partners, LLC | 2,558 | $1.91M | 0.51% | +3+0.1% | Added |
| Encompass More Asset Management | 2,558 | $1.91M | 0.28% | −477−15.7% | Reduced |
| RiverGlades Family Offices LLC | 2,558 | $1.91M | 0.88% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2,560 | $1.91M | 0.07% | +657+34.5% | Added |
| Allium Financial Advisors, LLC | 2,561 | $1.91M | 1.25% | +124+5.1% | Added |
| Tranquility Partners, LLC | 2,569 | $1.92M | 0.66% | +58+2.3% | Added |
| Regency Capital Management Inc. | 2,569 | $1.92M | 0.76% | −63−2.4% | Reduced |
| Bravias Capital Group, LLC | 2,571 | $1.92M | 1.14% | −16−0.6% | Reduced |
| Wolff Wiese Magana LLC | 2,575 | $1.92M | 0.88% | −4−0.2% | Reduced |
| Investment Management Trust, LLC | 2,579 | $1.93M | 1.73% | −3−0.1% | Reduced |
| Trillium Asset Management, LLC | 2,587 | $1.93M | 0.06% | −397−13.3% | Reduced |
| Darden Wealth Group Inc | 2,594 | $1.94M | 0.77% | −6−0.2% | Reduced |
| Cambridge Capital Management, LLC | 2,595 | $1.94M | 0.74% | −57−2.1% | Reduced |
| Acorn Wealth Advisors, LLC | 2,595 | $1.94M | 0.47% | −125−4.6% | Reduced |
| CFO4Life Group, LLC | 2,595 | $1.94M | 0.26% | −1,163−30.9% | Reduced |
| Kelly Financial Services LLC | 2,595 | $1.94M | 0.41% | +118+4.8% | Added |
| Sterling Financial Planning, Inc. | 2,598 | $1.94M | 0.53% | +2+0.1% | Added |
| Strata Wealth Advisors, LLC | 2,604 | $1.94M | 0.47% | −15−0.6% | Reduced |
| Lantz Financial LLC | 2,604 | $1.94M | 0.36% | −33−1.3% | Reduced |
| Baxter Bros Inc | 2,606 | $1.95M | 0.23% | +45+1.8% | Added |
| Ankerstar Wealth, LLC | 2,601 | $1.95M | 1.63% | +146+5.9% | Added |
| Robinson Smith Wealth Advisors LLC | 2,609 | $1.95M | 1.17% | +15+0.6% | Added |
| Meridian Financial, LLC | 2,611 | $1.95M | 0.94% | +9+0.3% | Added |
| Staley Capital Advisers Inc | 2,613 | $1.95M | 0.08% | 00.0% | Unchanged |
| Unify Financial Advisors | 2,626 | $1.96M | 1.81% | −40−1.5% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 2,627 | $1.96M | 0.17% | −1,658−38.7% | Reduced |
| Miramar Capital, LLC | 2,632 | $1.97M | 0.43% | −30−1.1% | Reduced |
| Vaughan David Investments LLC | 2,633 | $1.97M | 0.04% | +25+1.0% | Added |
| Samara Investment Management, LLC | 2,635 | $1.97M | 1.81% | −152−5.5% | Reduced |
| R2 Capital Strategies, LLC | 2,635 | $1.97M | 0.89% | +2,635 | New |
| Capital Investment Counsel, Inc | 2,638 | $1.97M | 0.21% | +100+3.9% | Added |
| Long Road Investment Counsel, LLC | 2,639 | $1.97M | 0.73% | −40−1.5% | Reduced |
| Southeast Asset Advisors Inc. | 2,639 | $1.97M | 0.20% | +300+12.8% | Added |
| Trace Wealth Advisors, LLC | 2,650 | $1.98M | 1.29% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 2,650 | $1.98M | 0.61% | −280−9.6% | Reduced |
| Westbourne Investment Advisors, Inc. | 2,652 | $1.98M | 0.55% | −21−0.8% | Reduced |
| SS&H Financial Advisors, Inc. | 2,656 | $1.98M | 0.51% | +2,656 | New |
| Centurion Wealth Management LLC | 2,659 | $1.99M | 0.47% | −1,907−41.8% | Reduced |
| Hudson Portfolio Management LLC | 2,663 | $1.99M | 1.50% | −32−1.2% | Reduced |
| Park Edge Advisors, LLC | 2,666 | $1.99M | 0.42% | +3+0.1% | Added |