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: 45 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 |
|---|---|---|---|---|---|
| Octavia Wealth Advisors, LLC | 5,281 | $3.95M | 0.34% | −770−12.7% | Reduced |
| Parcion Private Wealth LLC | 5,299 | $3.96M | 0.22% | −724−12.0% | Reduced |
| Alamea Verwaltungs GmbH | 5,301 | $3.96M | 3.16% | 00.0% | Unchanged |
| PUREfi Wealth, LLC | 5,306 | $3.96M | 2.18% | −361−6.4% | Reduced |
| Watershed Private Wealth LLC | 5,309 | $3.96M | 1.12% | 00.0% | Unchanged |
| United Community Bank | 5,328 | $3.98M | 1.23% | +1,799+51.0% | Added |
| Cape Cod Five Cents Savings Bank | 5,334 | $3.98M | 0.32% | +5,334 | New |
| Marble Wealth, LLC | 5,342 | $3.99M | 0.61% | −9−0.2% | Reduced |
| Sittner & Nelson, LLC | 5,355 | $4.00M | 1.26% | −85−1.6% | Reduced |
| Curran Financial Partners, LLC | 5,365 | $4.01M | 0.60% | −56−1.0% | Reduced |
| Ironwood Investment Counsel, LLC | 5,375 | $4.01M | 0.53% | −364−6.3% | Reduced |
| Bingham Private Wealth, LLC | 5,378 | $4.02M | 2.76% | +207+4.0% | Added |
| Sivia Capital Partners, LLC | 5,379 | $4.02M | 0.49% | 00.0% | Unchanged |
| Ellevest, Inc. | 5,452 | $4.02M | 0.47% | +155+2.9% | Added |
| Green Square Capital Advisors LLC | 5,397 | $4.03M | 0.38% | +9+0.2% | Added |
| Vawter Financial, Ltd. | 5,410 | $4.04M | 1.52% | −41−0.8% | Reduced |
| Greykasell Wealth Strategies, Inc. | 5,411 | $4.04M | 1.47% | +55+1.0% | Added |
| Guardsman Private Capital Management, Inc. | 5,417 | $4.05M | 2.84% | +6+0.1% | Added |
| Wood Tarver Financial Group, LLC | 5,423 | $4.05M | 0.96% | +85+1.6% | Added |
| Coign Capital Advisors LLC | 5,424 | $4.05M | 1.82% | −50−0.9% | Reduced |
| Epacria Capital Partners, LLC | 5,432 | $4.06M | 3.13% | 00.0% | Unchanged |
| Hassell Wealth Management, LLC | 5,445 | $4.06M | 1.24% | +14+0.3% | Added |
| JGP Wealth Management, LLC | 5,436 | $4.06M | 0.36% | +14+0.3% | Added |
| Kagan Cocozza Asset Management | 5,438 | $4.06M | 2.54% | −49−0.9% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 5,440 | $4.06M | 1.34% | 00.0% | Unchanged |
| Ballast Rock Private Wealth LLC | 5,431 | $4.07M | 1.88% | +125+2.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,447 | $4.07M | 0.42% | −5,815−51.6% | Reduced |
| Sunbeam Capital Management, LLC | 5,451 | $4.07M | 1.86% | +4,530+491.9% | Added |
| Coastal Investment Advisors, Inc. | 5,452 | $4.07M | 1.27% | +1,223+28.9% | Added |
| Sound Income Strategies, LLC | 5,455 | $4.07M | 0.18% | +42+0.8% | Added |
| Denver Wealth Management, Inc. | 5,477 | $4.09M | 1.17% | −131−2.3% | Reduced |
| Cahill Financial Advisors Inc | 5,481 | $4.09M | 0.39% | +3+0.1% | Added |
| Wealthquest Corp | 5,488 | $4.10M | 0.26% | +535+10.8% | Added |
| Mason & Associates, LLC | 5,496 | $4.10M | 0.85% | −29−0.5% | Reduced |
| Sabby Management, LLC | 5,500 | $4.11M | 34.17% | +2,766+101.2% | Added |
| Cooper Financial Group | 5,503 | $4.11M | 0.34% | +86+1.6% | Added |
| BridgePort Financial Solutions, LLC | 5,514 | $4.12M | 1.05% | −855−13.4% | Reduced |
| First Hawaiian Bank | 5,520 | $4.12M | 0.52% | 00.0% | Unchanged |
| Custos Family Office, LLC | 5,521 | $4.12M | 2.48% | +6+0.1% | Added |
| Moss Adams Wealth Advisors LLC | 5,507 | $4.12M | 0.26% | −147−2.6% | Reduced |
| City Holding Co | 5,524 | $4.13M | 0.47% | −76−1.4% | Reduced |
| Atomic Invest LLC | 5,570 | $4.13M | 0.36% | +4,656+509.4% | Added |
| Spirepoint Private Client, LLC | 5,546 | $4.14M | 0.34% | +437+8.6% | Added |
| WealthShield Partners, LLC | 5,535 | $4.14M | 0.63% | −3,597−39.4% | Reduced |
| Brandywine Oak Private Wealth LLC | 5,559 | $4.15M | 0.31% | +418+8.1% | Added |
| Univest Financial Corp | 5,565 | $4.16M | 0.20% | −107−1.9% | Reduced |
| Northstar Group, Inc. | 5,574 | $4.16M | 0.54% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 5,580 | $4.17M | 2.39% | −19,416−77.7% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 5,588 | $4.17M | 4.38% | −1,166−17.3% | Reduced |
| TritonPoint Partners, LLC | 5,581 | $4.18M | 0.35% | +3,223+136.7% | Added |
| Briggs Wealth Management, Inc | 5,600 | $4.18M | 3.82% | −102−1.8% | Reduced |
| Inspirion Wealth Advisors, LLC | 5,614 | $4.19M | 0.48% | −42−0.7% | Reduced |
| Breakwater Capital Group | 5,609 | $4.19M | 0.50% | −578−9.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 5,611 | $4.19M | 0.51% | +59+1.1% | Added |
| Bearing Point Capital, LLC | 5,614 | $4.19M | 0.57% | +1,627+40.8% | Added |
| BWM Planning, LLC | 5,624 | $4.20M | 0.97% | +1,304+30.2% | Added |
| PlanVest Financial, Inc | 5,625 | $4.20M | 2.81% | +260+4.8% | Added |
| Windsor Capital Management, LLC | 5,627 | $4.20M | 1.09% | −354−5.9% | Reduced |
| Novem Group | 5,646 | $4.22M | 0.43% | −1,318−18.9% | Reduced |
| Crumly & Associates Inc. | 5,653 | $4.22M | 0.81% | −1,482−20.8% | Reduced |
| Park National Corp | 5,673 | $4.24M | 0.12% | −238−4.0% | Reduced |
| Beaumont Financial Advisors, LLC | 5,709 | $4.26M | 0.27% | +682+13.6% | Added |
| BCM Advisors, LLC | 5,771 | $4.26M | 0.83% | +43+0.8% | Added |
| FourThought Financial Partners, LLC | 5,715 | $4.27M | 0.33% | −80−1.4% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 5,723 | $4.27M | 2.60% | −65−1.1% | Reduced |
| Harvest Investment Services, LLC | 5,727 | $4.28M | 0.66% | +96+1.7% | Added |
| Greenfield Savings Bank | 5,727 | $4.28M | 1.62% | +48+0.8% | Added |
| North Capital, Inc. | 5,734 | $4.28M | 3.23% | −743−11.5% | Reduced |
| Farmers National Bank | 5,739 | $4.29M | 0.89% | −389−6.3% | Reduced |
| Fortis Capital Management LLC | 5,757 | $4.30M | 0.48% | −395−6.4% | Reduced |
| Monograph Wealth Advisors, LLC | 5,753 | $4.31M | 0.35% | 00.0% | Unchanged |
| MOR Wealth Management, LLC | 5,771 | $4.31M | 1.72% | +452+8.5% | Added |
| Ofc Financial Planning, LLC | 5,772 | $4.31M | 3.83% | 00.0% | Unchanged |
| Wynn Capital, LLC | 5,779 | $4.32M | 1.93% | −38−0.7% | Reduced |
| Security Financial Services, INC. | 5,788 | $4.32M | 0.60% | +54+0.9% | Added |
| Altfest L J & Co Inc | 5,804 | $4.33M | 0.42% | −99−1.7% | Reduced |
| Per Stirling Capital Management, LLC. | 5,806 | $4.34M | 0.41% | −43−0.7% | Reduced |
| Investmark Advisory Group LLC | 5,808 | $4.34M | 1.65% | +63+1.1% | Added |
| Sky Investment Group LLC | – | $4.34M | 0.68% | – | – |
| Summit Place Financial Advisors, LLC | 5,808 | $4.34M | 1.90% | +35+0.6% | Added |
| Element Wealth, LLC | 5,809 | $4.34M | 1.63% | −465−7.4% | Reduced |
| Gold Investment Management Ltd. | 5,824 | $4.35M | 1.18% | −135−2.3% | Reduced |
| Zions Bancorporation, National Association | 5,823 | $4.35M | 0.26% | −42−0.7% | Reduced |
| Fagan Associates, Inc. | 5,829 | $4.35M | 0.54% | −5−0.1% | Reduced |
| Horizon Investment Services, LLC | 5,837 | $4.36M | 1.21% | −183−3.0% | Reduced |
| Retirement Guys Formula LLC | 5,858 | $4.37M | 1.65% | +176+3.1% | Added |
| Interchange Capital Partners, LLC | 5,859 | $4.38M | 0.82% | −151−2.5% | Reduced |
| Jones Kertz & Associates, Inc. | 5,863 | $4.38M | 2.02% | −195−3.2% | Reduced |
| First United Bank Trust | 5,864 | $4.38M | 1.26% | −157−2.6% | Reduced |
| Climber Capital SA | 5,900 | $4.40M | 2.69% | +550+10.3% | Added |
| GW Henssler & Associates Ltd | 5,894 | $4.40M | 0.20% | +317+5.7% | Added |
| Sterling Capital Management LLC | 5,910 | $4.41M | 0.07% | 00.0% | Unchanged |
| Costello Asset Management, INC | 5,913 | $4.42M | 1.33% | +2,226+60.4% | Added |
| Weaver Consulting Group | 5,915 | $4.42M | 0.91% | +143+2.5% | Added |
| Kelman-Lazarov, Inc. | 5,917 | $4.42M | 0.58% | −7−0.1% | Reduced |
| Kohlberg Kravis Roberts & Co. L.P. | 5,920 | $4.42M | 0.08% | +5,920 | New |
| Prosperity Planning, Inc. | 5,927 | $4.43M | 1.01% | −170−2.8% | Reduced |
| CWS Financial Advisors, LLC | 5,928 | $4.43M | 0.98% | +15+0.3% | Added |
| LOM Asset Management Ltd | 5,939 | $4.44M | 1.15% | +27+0.5% | Added |
| Kathmere Capital Management, LLC | 5,943 | $4.44M | 0.24% | +177+3.1% | Added |