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 |
|---|---|---|---|---|---|
| Independent Wealth Network Inc. | 2,667 | $1.99M | 0.51% | −116−4.2% | Reduced |
| REDW Wealth LLC | 2,678 | $2.00M | 0.72% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 2,679 | $2.00M | 0.23% | −4−0.1% | Reduced |
| Eagle Bay Advisors LLC | 2,682 | $2.01M | 1.50% | +1,112+70.8% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 2,688 | $2.01M | 0.54% | +51+1.9% | Added |
| Wiser Wealth Management, Inc | 2,692 | $2.01M | 0.38% | +363+15.6% | Added |
| Ahara Advisors LLC | 2,694 | $2.01M | 1.36% | −535−16.6% | Reduced |
| Prosperity Financial Group, Inc. | 2,696 | $2.01M | 0.62% | −9−0.3% | Reduced |
| Index Fund Advisors, Inc. | 2,697 | $2.01M | 0.08% | +42+1.6% | Added |
| Pin Oak Investment Advisors Inc | 2,699 | $2.02M | 1.43% | −71−2.6% | Reduced |
| Bellevue Group AG | 2,700 | $2.02M | 0.04% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 2,703 | $2.02M | 0.34% | +165+6.5% | Added |
| American Financial Advisors, LLC | 2,706 | $2.02M | 0.24% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 2,707 | $2.02M | 0.18% | −31−1.1% | Reduced |
| Clarity Financial LLC | 2,710 | $2.02M | 0.17% | −300−10.0% | Reduced |
| MA Private Wealth | 2,712 | $2.03M | 0.30% | +124+4.8% | Added |
| First National Bank | 2,714 | $2.03M | 0.80% | −4−0.1% | Reduced |
| Birch Hill Investment Advisors LLC | 2,714 | $2.03M | 0.08% | −10−0.4% | Reduced |
| Country Trust Bank | 2,715 | $2.03M | 0.04% | −241−8.2% | Reduced |
| Proathlete Wealth Management LLC | 2,715 | $2.03M | 0.50% | −267−9.0% | Reduced |
| Cambridge Financial Group, LLC | 2,721 | $2.03M | 0.64% | −56−2.0% | Reduced |
| Cowa, LLC | 2,723 | $2.03M | 0.51% | −25−0.9% | Reduced |
| Cora Capital Advisors LLC | 2,726 | $2.04M | 0.57% | −10.0% | Reduced |
| Pine Haven Investment Counsel, Inc | 2,729 | $2.04M | 1.37% | +15+0.6% | Added |
| Gables Capital Management Inc. | 2,729 | $2.04M | 0.74% | −20−0.7% | Reduced |
| Cane Capital Partners, LLC | 2,730 | $2.04M | 0.82% | +35+1.3% | Added |
| Transce3nd, LLC | 2,702 | $2.04M | 17.99% | −677−20.0% | Reduced |
| Sather Financial Group Inc | 2,741 | $2.05M | 0.12% | −218−7.4% | Reduced |
| Mogy Joel R Investment Counsel Inc | 2,744 | $2.05M | 0.12% | 00.0% | Unchanged |
| CORDA Investment Management, LLC. | 2,746 | $2.05M | 0.13% | +120+4.6% | Added |
| TFR Capital, LLC. | 2,747 | $2.05M | 0.58% | −49−1.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 2,752 | $2.05M | 0.18% | −24−0.9% | Reduced |
| Investors Research Corp | 2,752 | $2.06M | 0.37% | +1,727+168.5% | Added |
| Dearborn Partners LLC | 2,753 | $2.06M | 0.12% | +365+15.3% | Added |
| Floyd Financial Group LLC | 2,735 | $2.06M | 1.34% | −35−1.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 2,761 | $2.06M | 0.42% | +5+0.2% | Added |
| Gladwyn Financial Advisors, Inc. | 2,762 | $2.06M | 1.29% | +23+0.8% | Added |
| Saxony Capital Management, LLC | 2,763 | $2.06M | 0.95% | −13−0.5% | Reduced |
| Wingate Wealth Advisors, Inc. | 2,767 | $2.07M | 0.91% | −6−0.2% | Reduced |
| Great Diamond Partners, LLC | 2,770 | $2.07M | 0.36% | −200−6.7% | Reduced |
| Beech Hill Advisors, Inc. | 2,773 | $2.07M | 0.92% | +338+13.9% | Added |
| Valtinson Bruner Financial Planning LLC | 2,778 | $2.07M | 0.52% | +34+1.2% | Added |
| Michael B. Yongue | 2,779 | $2.08M | 1.45% | 00.0% | Unchanged |
| HBK Investments L P | 2,782 | $2.08M | 0.02% | −1,050−27.4% | Reduced |
| Radnor Capital Management, LLC | 2,791 | $2.08M | 0.29% | −2−0.1% | Reduced |
| Forbes Financial Planning, Inc. | 2,795 | $2.09M | 1.12% | −70−2.4% | Reduced |
| Sunpointe, LLC | 2,803 | $2.09M | 0.59% | −504−15.2% | Reduced |
| Independence Wealth Advisors, LLC | 2,799 | $2.09M | 1.05% | +242+9.5% | Added |
| Wealthcare Capital Partners, LLC | 2,799 | $2.09M | 0.86% | +483+20.9% | Added |
| Warburton Capital Management, LLC | 2,801 | $2.09M | 0.85% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 2,805 | $2.09M | 0.64% | −288−9.3% | Reduced |
| Manske Wealth Management | 2,806 | $2.10M | 0.52% | −276−9.0% | Reduced |
| Peck Wealth Management, LLC | 2,808 | $2.10M | 1.77% | 00.0% | Unchanged |
| Disciplined Investors, L.L.C. | 2,813 | $2.10M | 1.05% | +4+0.1% | Added |
| Silverleafe Capital Partners, LLC | 2,814 | $2.10M | 0.57% | +68+2.5% | Added |
| Wealth Watch Advisors, INC | 2,816 | $2.10M | 0.68% | −5,920−67.8% | Reduced |
| Chatterton & Associates Inc. | 2,806 | $2.11M | 1.24% | +363+14.9% | Added |
| Frisch Financial Group, Inc. | 2,820 | $2.11M | 0.36% | −166−5.6% | Reduced |
| Aureum Wealth Management, LLC | 2,829 | $2.11M | 1.31% | −20−0.7% | Reduced |
| Clearwater Capital Advisors, LLC | 2,832 | $2.12M | 0.15% | +89+3.2% | Added |
| Excalibur Management Corp | 2,833 | $2.12M | 0.70% | +151+5.6% | Added |
| Resolute Capital, LLC | 2,833 | $2.12M | 0.73% | +2,833 | New |
| Asset Allocation Strategies LLC | 2,840 | $2.12M | 0.33% | +442+18.4% | Added |
| D.B. Root & Company, LLC | 2,841 | $2.12M | 0.45% | −452−13.7% | Reduced |
| Sensible Money, LLC | 2,849 | $2.13M | 0.56% | +3+0.1% | Added |
| United Asset Strategies, Inc. | 2,850 | $2.13M | 0.15% | +123+4.5% | Added |
| SK Wealth Management, LLC | 2,758 | $2.13M | 0.48% | −94−3.3% | Reduced |
| Nikulski Financial, Inc. | 2,855 | $2.13M | 0.46% | −573−16.7% | Reduced |
| Narus Financial Partners, LLC | 2,868 | $2.14M | 0.55% | +117+4.3% | Added |
| Gilliland Jeter Wealth Management LLC | 2,870 | $2.14M | 0.56% | −21−0.7% | Reduced |
| Citizens & Northern Corp | 2,877 | $2.15M | 0.49% | 00.0% | Unchanged |
| Axecap Investments, LLC | 2,879 | $2.15M | 1.19% | +117+4.2% | Added |
| Sava Infond d.o.o. | 2,880 | $2.15M | 0.15% | 00.0% | Unchanged |
| Summit Investment Advisory Services, LLC | 2,881 | $2.15M | 0.54% | +59+2.1% | Added |
| Atlanta Consulting Group Advisors, LLC | 2,882 | $2.15M | 0.34% | −2−0.1% | Reduced |
| Mandatum Life Insurance Co Ltd | 2,885 | $2.15M | 0.40% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 2,890 | $2.16M | 0.61% | −5−0.2% | Reduced |
| Victory Financial Group, LLC | 2,898 | $2.16M | 0.23% | −245−7.8% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,799 | $2.16M | 0.87% | −56−2.0% | Reduced |
| truNorth Financial Services, Inc. | 2,905 | $2.17M | 1.94% | +139+5.0% | Added |
| Tenet Wealth Partners, LLC | 2,936 | $2.17M | 1.61% | +2,936 | New |
| Portland Financial Advisors Inc | 2,908 | $2.17M | 3.96% | 00.0% | Unchanged |
| WESCAP Management Group, Inc. | 2,918 | $2.18M | 0.41% | +5+0.2% | Added |
| Trail Ridge Investment Advisors, LLC | 2,926 | $2.19M | 0.92% | +123+4.4% | Added |
| May Hill Capital, LLC | 2,927 | $2.19M | 0.46% | −9−0.3% | Reduced |
| Financial Life Planners | 2,931 | $2.19M | 1.41% | −15−0.5% | Reduced |
| Lumbard & Kellner, LLC | 2,932 | $2.19M | 0.66% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 2,937 | $2.19M | 0.35% | −1,299−30.7% | Reduced |
| EMC Capital Management | 2,935 | $2.20M | 0.87% | +2,935 | New |
| Taylor Financial Group, Inc. | 2,941 | $2.20M | 1.21% | −14−0.5% | Reduced |
| Bill Few Associates, Inc. | 2,951 | $2.20M | 0.47% | −33−1.1% | Reduced |
| Cannon Financial Strategists, Inc. | 2,952 | $2.20M | 0.25% | −158−5.1% | Reduced |
| Accredited Investor Services, LLC | 2,955 | $2.21M | 1.25% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 2,955 | $2.21M | 0.90% | 00.0% | Unchanged |
| Banta Asset Management LP | 2,958 | $2.21M | 1.97% | −40−1.3% | Reduced |
| Centerpoint Advisors, LLC | 2,962 | $2.21M | 0.63% | +1,097+58.8% | Added |
| Shaker Investments LLC | 2,964 | $2.21M | 0.80% | −10.0% | Reduced |
| Bonfire Financial | 2,957 | $2.21M | 1.42% | +8+0.3% | Added |
| Guardian Asset Advisors, LLC | 2,963 | $2.21M | 1.02% | +675+29.5% | Added |
| Significant Wealth Partners LLC | 2,969 | $2.22M | 2.40% | +87+3.0% | Added |