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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Coyle Financial Counsel LLC | 3,371 | $2.52M | 0.46% | −37−1.1% | Reduced |
| JT Stratford LLC | 3,372 | $2.52M | 0.28% | +20+0.6% | Added |
| Congress Asset Management Co | 3,380 | $2.52M | 0.02% | −501−12.9% | Reduced |
| Violich Capital Management, Inc. | 3,381 | $2.52M | 0.27% | −26−0.8% | Reduced |
| Stonebrook Private Inc. | 3,386 | $2.53M | 0.46% | +440+14.9% | Added |
| Community Financial Services Group, LLC | 3,391 | $2.53M | 0.37% | +8+0.2% | Added |
| Hegarty Advisors, LLC | 3,389 | $2.53M | 1.74% | +40+1.2% | Added |
| Valley National Advisers Inc | 3,393 | $2.53M | 0.28% | −42−1.2% | Reduced |
| Baldwin Investment Management, LLC | 3,397 | $2.54M | 0.25% | +550+19.3% | Added |
| Asset Management One Co.,Ltd. | 3,400 | $2.54M | 0.01% | +3,400 | New |
| Balance Wealth, LLC | 3,401 | $2.54M | 0.68% | +68+2.0% | Added |
| Members Wealth LLC | 3,401 | $2.54M | 1.39% | +8+0.2% | Added |
| Optimist Retirement Group LLC | 3,404 | $2.54M | 0.98% | +15+0.4% | Added |
| Delta Capital Management LLC | 3,410 | $2.55M | 1.17% | 00.0% | Unchanged |
| Sym Financial Corp | 3,410 | $2.55M | 0.20% | +13+0.4% | Added |
| Auour Investments LLC | 3,414 | $2.55M | 0.73% | −63−1.8% | Reduced |
| Innovative Asset Advisors Group, LLC | 3,414 | $2.55M | 1.12% | +3,414 | New |
| Wagner Wealth Management, LLC | 3,415 | $2.55M | 0.47% | −135−3.8% | Reduced |
| Aegis Wealth Management, Inc. | 3,421 | $2.55M | 1.65% | +1,469+75.3% | Added |
| Red Wave Investments LLC | 3,424 | $2.56M | 0.65% | +21+0.6% | Added |
| Founders Financial Securities LLC | 3,432 | $2.56M | 0.13% | −14−0.4% | Reduced |
| Park Place Capital Corp | 3,439 | $2.57M | 0.41% | 00.0% | Unchanged |
| Hoese & Co LLP | 3,441 | $2.57M | 1.67% | −25−0.7% | Reduced |
| Eaton Financial Holdings Company, LLC | 3,446 | $2.57M | 0.71% | −1,748−33.7% | Reduced |
| Tritonpoint Wealth, LLC | 3,448 | $2.57M | 0.25% | −3−0.1% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 3,443 | $2.58M | 0.45% | −47−1.3% | Reduced |
| BLVD Private Wealth, LLC | 3,455 | $2.58M | 1.92% | −141−3.9% | Reduced |
| Maia Wealth LLC | 3,456 | $2.58M | 0.38% | −21−0.6% | Reduced |
| Grandfield & Dodd, LLC | 3,460 | $2.58M | 0.14% | −203−5.5% | Reduced |
| Synergy Financial Management, LLC | 3,462 | $2.59M | 0.24% | −460−11.7% | Reduced |
| Winebrenner Capital Management LLC | 3,465 | $2.59M | 1.58% | +117+3.5% | Added |
| Haven Private, LLC | 3,466 | $2.59M | 0.98% | −19−0.5% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,472 | $2.59M | 0.56% | −20−0.6% | Reduced |
| Mainstream Capital Management LLC | 3,473 | $2.59M | 1.56% | 00.0% | Unchanged |
| Main Street Research LLC | 3,485 | $2.60M | 0.12% | +222+6.8% | Added |
| Private Wealth Asset Management, LLC | 3,486 | $2.60M | 0.25% | −36−1.0% | Reduced |
| Blue Zone Wealth Advisors, LLC | 3,500 | $2.61M | 0.46% | +102+3.0% | Added |
| Revisor Wealth Management LLC | 3,504 | $2.62M | 0.63% | +18+0.5% | Added |
| Baldwin Brothers Inc | 3,512 | $2.62M | 0.17% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 3,505 | $2.62M | 0.83% | −4,440−55.9% | Reduced |
| Ridgecrest Wealth Partners, LLC | 3,515 | $2.62M | 1.27% | −266−7.0% | Reduced |
| Modus Advisors, LLC | 3,520 | $2.63M | 0.65% | −47−1.3% | Reduced |
| Renaissance Investment Group LLC | 3,521 | $2.63M | 0.52% | −151−4.1% | Reduced |
| AssuredPartners Investment Advisors, LLC | 3,521 | $2.63M | 0.25% | +602+20.6% | Added |
| Chickasaw Capital Management LLC | 3,530 | $2.64M | 0.09% | +24+0.7% | Added |
| River Street Advisors LLC | 3,533 | $2.64M | 0.78% | −664−15.8% | Reduced |
| Melfa Wealth Management, LLC | 3,545 | $2.65M | 1.43% | −25−0.7% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 3,550 | $2.65M | 0.20% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 3,556 | $2.66M | 0.00% | −804−18.4% | Reduced |
| Yacktman Asset Management LP | 3,558 | $2.66M | 0.03% | −210−5.6% | Reduced |
| Ethic Inc. | 3,564 | $2.66M | 0.03% | +363+11.3% | Added |
| Erickson Financial Group, LLC | 3,567 | $2.66M | 1.43% | −164−4.4% | Reduced |
| Chemistry Wealth Management LLC | 3,572 | $2.67M | 0.43% | −109−3.0% | Reduced |
| Affinity Wealth Management LLC | 3,573 | $2.67M | 0.34% | −62−1.7% | Reduced |
| Whalerock Point Partners, LLC | 3,573 | $2.67M | 0.45% | 00.0% | Unchanged |
| GR Financial Group, LLC | 3,573 | $2.67M | 0.36% | −2,642−42.5% | Reduced |
| Advisors Preferred, LLC | 3,583 | $2.67M | 0.41% | −125,105−97.2% | Reduced |
| NWM Advisors, LLC | 3,578 | $2.67M | 2.10% | −53−1.5% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 3,582 | $2.67M | 0.31% | 00.0% | Unchanged |
| Osprey Private Wealth LLC | 3,587 | $2.68M | 0.69% | +20+0.6% | Added |
| Lionshead Wealth Management, LLC | 3,591 | $2.68M | 1.74% | −26−0.7% | Reduced |
| Financial Council Asset Management Inc | 3,592 | $2.68M | 0.87% | +356+11.0% | Added |
| LMCG Investments, LLC | 3,600 | $2.69M | 0.14% | −48−1.3% | Reduced |
| Boreal Capital Management LLC | 0 | $2.69M | 2.00% | −1−100.0% | Reduced |
| Axis Wealth Partners, LLC | 3,604 | $2.69M | 1.29% | −771−17.6% | Reduced |
| JNBA Financial Advisors | 3,605 | $2.69M | 0.20% | −54−1.5% | Reduced |
| Blueline Advisors LLC | 3,605 | $2.69M | 1.86% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,606 | $2.69M | 0.01% | +662+22.5% | Added |
| Marshall Financial Group LLC | 3,611 | $2.70M | 0.39% | +154+4.5% | Added |
| Arwa LLC | 3,596 | $2.70M | 1.12% | −1,125−23.8% | Reduced |
| BCR Wealth Strategies, LLC | 3,620 | $2.70M | 0.76% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 3,661 | $2.71M | 0.99% | −114−3.0% | Reduced |
| Uptown Financial Advisors LLC | 3,624 | $2.71M | 1.98% | −4−0.1% | Reduced |
| Leigh Baldwin & Co., LLC | 3,625 | $2.71M | 1.46% | −231−6.0% | Reduced |
| Roberts Wealth Advisors, LLC | 3,634 | $2.71M | 0.62% | −493−11.9% | Reduced |
| United Bank | 3,638 | $2.72M | 0.32% | 00.0% | Unchanged |
| Spartan Wealth Advisory Services LLC | 3,645 | $2.72M | 0.22% | +275+8.2% | Added |
| Barr E S & Co | 3,651 | $2.73M | 0.15% | 00.0% | Unchanged |
| Grove Street Fiduciary, LLC | 3,651 | $2.73M | 1.15% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 3,662 | $2.73M | 0.24% | −3,425−48.3% | Reduced |
| Eldridge Investment Advisors, Inc. | 3,664 | $2.74M | 0.54% | +40+1.1% | Added |
| Lazari Capital Management, Inc. | 3,674 | $2.74M | 0.85% | −145−3.8% | Reduced |
| First Commonwealth Financial Corp | 3,675 | $2.74M | 0.38% | −25−0.7% | Reduced |
| 111 Capital | 3,675 | $2.74M | 0.47% | −5,192−58.6% | Reduced |
| Net Worth Advisory Group | 3,690 | $2.76M | 0.69% | +45+1.2% | Added |
| Cranbrook Wealth Management, LLC | 3,691 | $2.76M | 0.52% | +125+3.5% | Added |
| Goodman Financial Corp | 3,698 | $2.76M | 0.43% | −234−6.0% | Reduced |
| Eagle Rock Investment Company, LLC | 3,706 | $2.77M | 0.34% | −156−4.0% | Reduced |
| Santori & Peters | 3,711 | $2.77M | 0.78% | +201+5.7% | Added |
| ICG Advisors, LLC | 3,716 | $2.78M | 9.23% | +12+0.3% | Added |
| Fairview Capital Investment Management, LLC | 3,718 | $2.78M | 0.15% | +255+7.4% | Added |
| Fulton Bank, N.A. | 3,723 | $2.78M | 0.08% | +455+13.9% | Added |
| CFC Planning Co LLC | 3,725 | $2.78M | 1.64% | −112−2.9% | Reduced |
| Brevan Howard Capital Management LP | 3,746 | $2.78M | 0.04% | +3,746 | New |
| Steelhead Wealth Management LLC | 3,730 | $2.79M | 1.12% | −29−0.8% | Reduced |
| Sheets Smith Wealth Management | 3,737 | $2.79M | 0.28% | +3+0.1% | Added |
| Gainline Financial Partners, LLC | 3,738 | $2.79M | 2.61% | +3,738 | New |
| Wallace Advisory Group, LLC | 3,739 | $2.79M | 2.63% | +139+3.9% | Added |
| Middleton & Co Inc | 3,742 | $2.79M | 0.30% | −1,458−28.0% | Reduced |
| Redwood Family Wealth LLC | 3,745 | $2.80M | 2.48% | −71−1.9% | Reduced |