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 |
|---|---|---|---|---|---|
| Hall Laurie J Trustee | 2,977 | $2.22M | 0.69% | +42+1.4% | Added |
| Hippocratic Financial Advisors, LLC | 2,979 | $2.22M | 0.84% | −484−14.0% | Reduced |
| Arq Wealth Advisors, LLC | 2,983 | $2.23M | 0.28% | +2+0.1% | Added |
| Sutton Place Investors LLC | 2,989 | $2.23M | 1.08% | 00.0% | Unchanged |
| HITE Hedge Asset Management LLC | 3,000 | $2.24M | 0.12% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 3,007 | $2.25M | 1.85% | −1,112−27.0% | Reduced |
| Elevatus Welath Management | 3,007 | $2.25M | 0.55% | −7−0.2% | Reduced |
| Am Investment Strategies LLC | 3,010 | $2.25M | 0.43% | +9+0.3% | Added |
| Shepherd Street Advisors LLC | 2,985 | $2.25M | 1.98% | 00.0% | Unchanged |
| Navellier & Associates Inc | 3,022 | $2.26M | 0.18% | +225+8.0% | Added |
| Partners in Financial Planning | 3,026 | $2.26M | 0.34% | +2,103+227.8% | Added |
| River Wealth Advisors LLC | 3,026 | $2.26M | 0.24% | −388−11.4% | Reduced |
| Argentarii, LLC | 2,933 | $2.26M | 0.68% | +10.0% | Added |
| Pitti Group Wealth Management, LLC | 3,029 | $2.26M | 1.65% | +278+10.1% | Added |
| Fiduciary Family Office, LLC | 3,029 | $2.26M | 0.57% | +10.0% | Added |
| Claret Asset Management Corp | 3,030 | $2.26M | 0.24% | +179+6.3% | Added |
| Means Investment Co., Inc. | 3,053 | $2.28M | 0.17% | +43+1.4% | Added |
| Heartwood Wealth Advisors LLC | 3,056 | $2.28M | 0.18% | +64+2.1% | Added |
| TrueWealth Financial Partners | 3,059 | $2.28M | 0.94% | 00.0% | Unchanged |
| 21 West Wealth Management LLC | 3,069 | $2.29M | 1.96% | −14−0.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,076 | $2.30M | 0.12% | −36−1.2% | Reduced |
| Ponta Wealth Partners, LLC | 3,080 | $2.30M | 1.23% | 00.0% | Unchanged |
| EJMK Ventures LLC | 3,083 | $2.30M | 1.05% | +61+2.0% | Added |
| Ami Asset Management Corp | 3,085 | $2.30M | 0.13% | −10.0% | Reduced |
| Selective Wealth Management, Inc. | 3,107 | $2.31M | 0.61% | +211+7.3% | Added |
| Winthrop Capital Management, LLC | 3,108 | $2.32M | 0.56% | +869+38.8% | Added |
| Sentry LLC | 3,113 | $2.32M | 0.65% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 3,113 | $2.32M | 0.03% | +1,520+95.4% | Added |
| CFS Investment Advisory Services, LLC | 3,127 | $2.33M | 0.16% | +196+6.7% | Added |
| Cherry Tree Wealth Management, LLC | 3,124 | $2.33M | 0.44% | −4−0.1% | Reduced |
| My Purposeful Wealth Corp. | 3,129 | $2.34M | 0.44% | +246+8.5% | Added |
| Carl P. Sherr & Co., LLC | 3,133 | $2.34M | 0.98% | 00.0% | Unchanged |
| Byrne Financial Freedom, LLC | 3,136 | $2.34M | 0.91% | +204+7.0% | Added |
| Vima LLC | 2,268 | $2.34M | 2.28% | +2,268 | New |
| Wealth Group Ltd | 3,137 | $2.34M | 0.45% | 00.0% | Unchanged |
| Hopwood Nicholas Hunter | 3,147 | $2.35M | 0.64% | −108−3.3% | Reduced |
| Edgar Lomax Co | 3,150 | $2.35M | 0.18% | 00.0% | Unchanged |
| Integrity Wealth Solutions LLC | 3,152 | $2.35M | 0.87% | +537+20.5% | Added |
| Investment Advisory Group, LLC | 3,152 | $2.35M | 0.51% | +600+23.5% | Added |
| McBroom & Associates, LLC | 3,152 | $2.35M | 1.18% | −86−2.7% | Reduced |
| NVWM, LLC | 3,154 | $2.36M | 0.47% | +398+14.4% | Added |
| Bayshore Capital Advisors, LLC | 3,155 | $2.36M | 1.10% | 00.0% | Unchanged |
| North Berkeley Wealth Management, LLC | 3,158 | $2.36M | 0.95% | +330+11.7% | Added |
| Oxbow Advisors, LLC | 3,165 | $2.36M | 0.19% | −5−0.2% | Reduced |
| Granville Capital, Inc. | 3,167 | $2.37M | 1.06% | 00.0% | Unchanged |
| Junk Investment Group, LLC | 3,169 | $2.37M | 1.05% | +6+0.2% | Added |
| FSA Advisors, Inc. | 3,170 | $2.37M | 1.09% | +86+2.8% | Added |
| Upper Left Wealth Management, LLC | 3,178 | $2.37M | 1.32% | +189+6.3% | Added |
| Mosaic Advisors LLC | 3,180 | $2.37M | 3.19% | 00.0% | Unchanged |
| Odyssey Capital Advisors, Inc. | 3,182 | $2.38M | 1.70% | +269+9.2% | Added |
| Disciplined Investments, LLC | 3,188 | $2.38M | 0.77% | −45−1.4% | Reduced |
| Strategic Advisors LLC | 3,189 | $2.38M | 0.52% | +23+0.7% | Added |
| Somerset Group LLC | 3,160 | $2.39M | 1.67% | +50+1.6% | Added |
| Warren Street Wealth Advisors, LLC | 3,198 | $2.39M | 0.54% | −10.0% | Reduced |
| SP Asset Management LLC | 3,200 | $2.39M | 0.19% | +7+0.2% | Added |
| Bulltick Wealth Management, LLC | 3,193 | $2.39M | 0.49% | −903−22.0% | Reduced |
| Widmann Financial Services, Inc. | 3,204 | $2.39M | 1.28% | +48+1.5% | Added |
| Good Steward Wealth Advisors,LLC | 3,204 | $2.39M | 1.44% | −10−0.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 3,205 | $2.39M | 0.40% | −15−0.5% | Reduced |
| Delta Asset Management LLC | 3,205 | $2.39M | 0.21% | +87+2.8% | Added |
| Buckhead Capital Management LLC | 3,205 | $2.39M | 0.82% | −150−4.5% | Reduced |
| Tannin Capital LLC | 3,214 | $2.40M | 1.58% | −235−6.8% | Reduced |
| Liberty Capital Management, Inc. | 3,218 | $2.40M | 0.41% | +3,218 | New |
| Petersen Hastings Wealth Advisors Inc. | 3,219 | $2.40M | 0.20% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 3,224 | $2.41M | 0.67% | −169−5.0% | Reduced |
| Aire Advisors, LLC | 3,235 | $2.42M | 0.39% | +19+0.6% | Added |
| Magnolia Capital Advisors LLC | 3,244 | $2.42M | 0.42% | +599+22.6% | Added |
| Culbertson A N & Co Inc | 3,249 | $2.43M | 0.28% | +482+17.4% | Added |
| PAX Financial Group, LLC | 3,254 | $2.43M | 0.36% | +2,246+222.8% | Added |
| Saxon Interests, Inc. | 3,255 | $2.43M | 0.67% | −1,587−32.8% | Reduced |
| Occidental Asset Management, LLC | 3,256 | $2.43M | 0.24% | +26+0.8% | Added |
| Evolve Private Wealth, LLC | 3,256 | $2.43M | 0.15% | −3,383−51.0% | Reduced |
| Vines Capital Management, LLC | 3,260 | $2.43M | 2.00% | +69+2.2% | Added |
| Campbell Deegan Wealth Management, LLC | 3,262 | $2.44M | 1.73% | −8−0.2% | Reduced |
| Bernard Wealth Management Corp. | 3,263 | $2.44M | 0.90% | −100−3.0% | Reduced |
| Crown Wealth Group, LLC | 3,265 | $2.44M | 0.62% | +410+14.4% | Added |
| Hallmark Capital Management Inc | 3,272 | $2.44M | 0.14% | +13+0.4% | Added |
| Fortress Private Ledger, LLC | 3,276 | $2.45M | 0.67% | −21−0.6% | Reduced |
| Astra Wealth Partners LLC | 3,284 | $2.46M | 1.37% | 00.0% | Unchanged |
| Tableaux LLC | 3,303 | $2.47M | 1.04% | −14−0.4% | Reduced |
| 360 Financial, Inc. | 3,304 | $2.47M | 0.63% | −5−0.2% | Reduced |
| Consilio Wealth Advisors, LLC | 3,305 | $2.47M | 0.59% | +10+0.3% | Added |
| One Charles Private Wealth Services, LLC | 3,308 | $2.47M | 0.57% | +161+5.1% | Added |
| Alaethes Wealth LLC | 3,303 | $2.47M | 0.72% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,312 | $2.47M | 1.23% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 3,315 | $2.48M | 0.50% | +22+0.7% | Added |
| Tred Avon Family Wealth, LLC | 3,317 | $2.48M | 0.76% | 00.0% | Unchanged |
| Diesslin Group, Inc. | 3,317 | $2.48M | 0.96% | −9−0.3% | Reduced |
| Founders Grove Wealth Partners, LLC | 3,322 | $2.48M | 0.50% | −10.0% | Reduced |
| Agate Pass Investment Management, LLC | 3,327 | $2.48M | 0.92% | −110−3.2% | Reduced |
| Wellington Shields Capital Management, LLC | 3,328 | $2.49M | 0.32% | −1,106−24.9% | Reduced |
| Falcon Wealth Planning | 3,329 | $2.49M | 0.16% | +122+3.8% | Added |
| Ebert Capital Management Inc. | 3,331 | $2.49M | 2.33% | −316−8.7% | Reduced |
| Randolph Co Inc | 3,337 | $2.49M | 0.21% | +137+4.3% | Added |
| Chapin Davis, Inc. | 3,339 | $2.49M | 0.44% | −5,001−60.0% | Reduced |
| CapWealth Advisors, LLC | 3,344 | $2.50M | 0.17% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 3,347 | $2.50M | 0.55% | −8−0.2% | Reduced |
| TFC Financial Management | 3,357 | $2.51M | 0.28% | +2+0.1% | Added |
| Syntax Research, Inc. | 3,364 | $2.51M | 1.84% | −4,495−57.2% | Reduced |
| Pathway Financial Advisers, LLC | 3,370 | $2.52M | 0.63% | +72+2.2% | Added |