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 |
|---|---|---|---|---|---|
| Fiduciary Financial Group, LLC | 4,218 | $3.15M | 0.36% | −87−2.0% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 4,229 | $3.16M | 0.40% | +16+0.4% | Added |
| ProVise Management Group, LLC | 4,229 | $3.16M | 0.21% | −10−0.2% | Reduced |
| Old Peak Finance LLC | 4,233 | $3.16M | 1.53% | +4+0.1% | Added |
| Meyer Handelman Co | 4,247 | $3.16M | 0.09% | +1,239+41.2% | Added |
| Bradley & Co. Private Wealth Management, LLC | 4,231 | $3.17M | 1.51% | +815+23.9% | Added |
| BNC Wealth Management, LLC | 4,246 | $3.17M | 0.77% | −21−0.5% | Reduced |
| Comprehensive Financial Planning, Inc. | 4,248 | $3.17M | 1.69% | +342+8.8% | Added |
| Center for Financial Planning, Inc. | 4,261 | $3.18M | 0.30% | −91−2.1% | Reduced |
| Tounjian Advisory Partners, LLC | 4,264 | $3.18M | 1.36% | +4,264 | New |
| Signature Securities Group Corporation | 4,254 | $3.19M | 0.96% | +690+19.4% | Added |
| Trevian Wealth Management LLC | 4,268 | $3.19M | 1.36% | +14+0.3% | Added |
| Osbon Capital Management LLC | 4,269 | $3.19M | 2.50% | −3,554−45.4% | Reduced |
| Lake Street Financial LLC | 4,270 | $3.19M | 0.36% | −65−1.5% | Reduced |
| Fortem Financial Group, LLC | 4,272 | $3.19M | 0.65% | −332−7.2% | Reduced |
| Bluedoor Private Wealth, LLC | 4,274 | $3.19M | 1.35% | +97+2.3% | Added |
| Murphy & Mullick Capital Management Corp | 4,276 | $3.19M | 1.98% | +676+18.8% | Added |
| Kiley Juergens Wealth Management, LLC | 4,281 | $3.20M | 0.50% | +14+0.3% | Added |
| Oak Harbor Wealth Partners, LLC | 4,282 | $3.20M | 1.19% | −140−3.2% | Reduced |
| Midwest Financial Group LLC | 4,282 | $3.20M | 1.12% | +295+7.4% | Added |
| Merkkuri Wealth Advisors LLC | 4,283 | $3.20M | 1.98% | −329−7.1% | Reduced |
| Davidson Kahn Capital Management, LLC | 4,285 | $3.20M | 1.37% | +1,630+61.4% | Added |
| YANKCOM Partnership | 4,288 | $3.20M | 1.15% | −78−1.8% | Reduced |
| Capital Markets Trading UK LLP | 4,297 | $3.21M | 2.29% | −13,866−76.3% | Reduced |
| Mathes Company, Inc. | 4,300 | $3.21M | 1.00% | +20+0.5% | Added |
| Shaker Financial Services, LLC | 4,290 | $3.21M | 1.01% | −419−8.9% | Reduced |
| Everpar Advisors LLC | 4,310 | $3.22M | 0.92% | +607+16.4% | Added |
| Archford Capital Strategies, LLC | 4,314 | $3.22M | 0.33% | −38−0.9% | Reduced |
| Private Capital Advisors, Inc. | 4,326 | $3.23M | 0.28% | +4+0.1% | Added |
| ARS Wealth Advisors Group, LLC | 4,327 | $3.23M | 0.25% | −36−0.8% | Reduced |
| Cito Capital Group, LLC | 4,320 | $3.23M | 0.88% | 00.0% | Unchanged |
| J. Derek Lewis & Associates Inc. | 4,337 | $3.24M | 0.61% | +317+7.9% | Added |
| Cooper/Haims Advisors, LLC | 4,350 | $3.25M | 1.40% | +5+0.1% | Added |
| Jamison Private Wealth Management, Inc. | 4,352 | $3.25M | 0.34% | +3,010+224.3% | Added |
| City State Bank | 4,367 | $3.26M | 0.75% | −31−0.7% | Reduced |
| Naviter Wealth, LLC | 4,358 | $3.26M | 0.30% | +2,184+100.5% | Added |
| Paces Ferry Wealth Advisors, LLC | 4,378 | $3.27M | 1.22% | +16+0.4% | Added |
| Bull Street Advisors, LLC | 4,382 | $3.27M | 1.49% | −10−0.2% | Reduced |
| Root Financial Partners, LLC | 4,382 | $3.27M | 0.13% | −99−2.2% | Reduced |
| Kelsey Financial, LLC | 4,388 | $3.28M | 2.49% | −408−8.5% | Reduced |
| NerdWallet Wealth Partners, LLC | 4,388 | $3.28M | 1.13% | +68+1.6% | Added |
| Private Advisory Group LLC | 4,390 | $3.28M | 0.18% | −17,413−79.9% | Reduced |
| VeraBank, N.A. | 4,393 | $3.28M | 0.54% | −319−6.8% | Reduced |
| Ironwood Financial, llc | 4,384 | $3.28M | 0.51% | −22−0.5% | Reduced |
| Bristol Gate Capital Partners Inc. | 4,399 | $3.29M | 0.23% | −2,451−35.8% | Reduced |
| SkyOak Wealth, LLC | 4,405 | $3.29M | 0.54% | +42+1.0% | Added |
| WealthSpring Partners, LLC | 4,413 | $3.30M | 2.83% | −94−2.1% | Reduced |
| Adkins Seale Capital Management LLC | 4,414 | $3.30M | 2.93% | −67−1.5% | Reduced |
| Red Lighthouse Investment Management, LLC | 4,417 | $3.30M | 0.98% | 00.0% | Unchanged |
| Ascension Capital Advisors, Inc. | 4,424 | $3.30M | 0.93% | −158−3.4% | Reduced |
| Arbor Wealth Advisors LLC | 4,441 | $3.32M | 2.03% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 4,451 | $3.32M | 0.61% | 00.0% | Unchanged |
| OMNI 360 Wealth, Inc. | 4,454 | $3.33M | 1.54% | +5+0.1% | Added |
| Vericrest Private Wealth | 4,461 | $3.33M | 2.96% | −644−12.6% | Reduced |
| Power Wealth Management LLC | 4,462 | $3.33M | 1.15% | −146−3.2% | Reduced |
| Longview Financial Advisors, Inc. | 4,483 | $3.35M | 1.96% | +10.0% | Added |
| Affinity Capital Advisors, LLC | 4,465 | $3.35M | 0.41% | +101+2.3% | Added |
| Global Assets Advisory, LLC | 4,488 | $3.35M | 0.73% | −523−10.4% | Reduced |
| Trust Co of Toledo NA | 4,507 | $3.37M | 0.28% | +143+3.3% | Added |
| Barnes Wealth Management Group, Inc | 4,511 | $3.37M | 1.56% | −13−0.3% | Reduced |
| Independent Wealth Advisors LLC | 4,513 | $3.37M | 3.05% | +70+1.6% | Added |
| Colter Lewis Investment Partners LLC | 4,506 | $3.37M | 1.50% | +3,439+322.3% | Added |
| Ameriflex Group, Inc. | 4,521 | $3.38M | 1.38% | −30−0.7% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,521 | $3.38M | 0.65% | −29−0.6% | Reduced |
| Tactive Advisors, LLC | 4,524 | $3.38M | 0.83% | −10,911−70.7% | Reduced |
| Merrion Investment Management Co, LLC | 4,530 | $3.38M | 1.60% | −67−1.5% | Reduced |
| Asset Management Group, Inc. | 4,532 | $3.38M | 0.50% | −143−3.1% | Reduced |
| White Lighthouse Investment Management Inc. | 4,533 | $3.39M | 0.42% | +191+4.4% | Added |
| Dala Group, LLC | 4,535 | $3.39M | 2.79% | −162−3.4% | Reduced |
| Centiva Capital, LP | 4,536 | $3.39M | 0.11% | +4,536 | New |
| Evergreen Advisors, LLC | 4,538 | $3.39M | 0.72% | −61−1.3% | Reduced |
| Fortress Financial Group, LLC | 4,542 | $3.39M | 1.69% | −295−6.1% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 4,543 | $3.39M | 0.97% | −40−0.9% | Reduced |
| Mitchell Sinkler & Starr | 4,545 | $3.39M | 1.41% | −600−11.7% | Reduced |
| MPS Loria Financial Planners, LLC | 4,545 | $3.39M | 0.78% | −141−3.0% | Reduced |
| Anchyra Partners LLC | 4,548 | $3.40M | 0.82% | +165+3.8% | Added |
| Harbour Capital Advisors, LLC | 4,499 | $3.40M | 0.62% | −35−0.8% | Reduced |
| WealthPoint Financial, LLC | 4,549 | $3.40M | 2.48% | +556+13.9% | Added |
| TPG Advisors LLC | 4,549 | $3.40M | 1.86% | +40+0.9% | Added |
| Kohmann Bosshard Financial Services, LLC | 4,553 | $3.40M | 0.29% | +4+0.1% | Added |
| Aurelius Family Office LLC | 4,556 | $3.40M | 1.34% | +225+5.2% | Added |
| Axiom Investment Management LLC | 4,567 | $3.41M | 2.28% | −32−0.7% | Reduced |
| Rollins Financial Advisors, LLC | 4,568 | $3.41M | 0.45% | −106−2.3% | Reduced |
| Cahaba Wealth Management, Inc. | 4,596 | $3.43M | 0.21% | +144+3.2% | Added |
| Werba Rubin Papier Wealth Management | 4,599 | $3.43M | 0.42% | +10.0% | Added |
| Paladin Advisory Group, LLC | 4,606 | $3.44M | 2.28% | −107−2.3% | Reduced |
| Rydar Equities, Inc. | 4,602 | $3.44M | 1.94% | +665+16.9% | Added |
| Stonebridge Financial Group, LLC | 4,601 | $3.44M | 0.48% | +4,601 | New |
| Consilium Wealth Advisory, LLC | 4,613 | $3.44M | 1.02% | +13+0.3% | Added |
| Bank of Nova Scotia Trust Co | 4,613 | $3.44M | 0.29% | −241−5.0% | Reduced |
| Rockwood Wealth Management, LLC | 4,622 | $3.45M | 0.22% | +485+11.7% | Added |
| Asset Allocation & Management Company, LLC | 4,631 | $3.46M | 1.13% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 4,632 | $3.46M | 0.39% | −10.0% | Reduced |
| Colonial Trust Co | 4,633 | $3.46M | 0.44% | −1,588−25.5% | Reduced |
| Calder Financial LLC | 4,635 | $3.46M | 3.26% | −607−11.6% | Reduced |
| Washington Trust Bank | 4,651 | $3.47M | 0.24% | +286+6.6% | Added |
| Pennington Partners & Co., LLC | 4,643 | $3.48M | 1.11% | +156+3.5% | Added |
| K.J. Harrison & Partners Inc | 4,654 | $3.48M | 0.49% | +4,654 | New |
| Tortuga Wealth Management, Inc | 4,656 | $3.48M | 2.64% | +1,200+34.7% | Added |
| EdgeRock Capital LLC | 4,666 | $3.48M | 0.81% | −54−1.1% | Reduced |