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 |
|---|---|---|---|---|---|
| Summit Financial Wealth Advisors, LLC | 5,961 | $4.45M | 0.57% | +70+1.2% | Added |
| First National Bank Sioux Falls | 6,346 | $4.45M | 1.22% | 00.0% | Unchanged |
| Affiance Financial, LLC | 5,966 | $4.46M | 0.64% | −164−2.7% | Reduced |
| Cornerstone Advisory, LLC | 5,988 | $4.47M | 0.37% | +162+2.8% | Added |
| CMT Capital Markets Trading GmbH | 5,997 | $4.48M | 2.34% | −2,219−27.0% | Reduced |
| Fischer Investment Strategies, LLC | 6,001 | $4.48M | 2.14% | −1,258−17.3% | Reduced |
| Spinnaker Investment Group, LLC | 6,004 | $4.48M | 0.72% | +2,609+76.8% | Added |
| Charter Research & Investment Group, Inc. | 6,007 | $4.49M | 2.72% | −36−0.6% | Reduced |
| Bridges Investment Management Inc | 6,009 | $4.49M | 0.05% | −4,677−43.8% | Reduced |
| Verum Partners LLC | 6,013 | $4.49M | 0.68% | +593+10.9% | Added |
| Smith Asset Management Co., LLC | 6,014 | $4.49M | 3.53% | +33+0.6% | Added |
| Opal Wealth Advisors, LLC | 6,026 | $4.50M | 0.97% | +646+12.0% | Added |
| Fielder Capital Group LLC | 6,028 | $4.50M | 0.97% | +834+16.1% | Added |
| Orleans Capital Management Corp | 6,035 | $4.51M | 2.33% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 6,036 | $4.51M | 2.29% | +108+1.8% | Added |
| Menora Mivtachim Holdings Ltd. | 6,040 | $4.51M | 0.02% | 00.0% | Unchanged |
| Snowwater Investment Partners, LLC | 6,026 | $4.51M | 3.12% | +10.0% | Added |
| Regent Peak Wealth Advisors LLC | 6,043 | $4.51M | 0.84% | −2,956−32.8% | Reduced |
| Silvant Capital Management LLC | 6,045 | $4.51M | 0.13% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 6,046 | $4.51M | 0.34% | −1,903−23.9% | Reduced |
| Juncture Wealth Strategies, LLC | 6,048 | $4.52M | 1.17% | +139+2.4% | Added |
| Clearview Wealth Management LLC | 6,055 | $4.52M | 2.91% | −52−0.9% | Reduced |
| Permanens Capital L.P. | 6,043 | $4.52M | 0.47% | −190−3.0% | Reduced |
| Liberty Square Wealth Partners LLC | 6,063 | $4.53M | 1.08% | −347−5.4% | Reduced |
| Smith, Salley & Associates | 6,075 | $4.54M | 0.20% | −2,050−25.2% | Reduced |
| Edge Wealth Management LLC | 6,078 | $4.54M | 0.76% | −66−1.1% | Reduced |
| Summitry LLC | 6,085 | $4.54M | 0.15% | +6,085 | New |
| Prairie Wealth Advisors, Inc. | 0 | $4.55M | 1.09% | 0 | Unchanged |
| Forza Wealth Management, LLC | 6,121 | $4.57M | 1.40% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 6,127 | $4.57M | 2.12% | −20.0% | Reduced |
| Resurgent Financial Advisors LLC | 6,137 | $4.58M | 1.28% | −1,709−21.8% | Reduced |
| Pullen Investment Management, LLC | 6,143 | $4.59M | 2.12% | −22−0.4% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,147 | $4.59M | 0.68% | +391+6.8% | Added |
| Total Clarity Wealth Management, Inc. | 6,149 | $4.59M | 0.89% | −198−3.1% | Reduced |
| F&V Capital Management, LLC | 6,149 | $4.59M | 0.85% | −70−1.1% | Reduced |
| WJ Financial Advisors LLC | 6,154 | $4.60M | 3.38% | +74+1.2% | Added |
| Curbstone Financial Management Corp | 6,163 | $4.60M | 0.78% | −136−2.2% | Reduced |
| Elm Partners Management LLC | 6,182 | $4.62M | 0.17% | −12−0.2% | Reduced |
| Presilium Private Wealth, LLC | 6,191 | $4.62M | 0.71% | +5,486+778.2% | Added |
| Investment Insight Wealth Management, LLC | 6,197 | $4.63M | 4.01% | +21+0.3% | Added |
| Deltec Asset Management LLC | 6,205 | $4.63M | 0.68% | −4−0.1% | Reduced |
| Tranquilli Financial Advisor LLC | 6,206 | $4.63M | 2.49% | +740+13.5% | Added |
| Outlook Wealth Advisors, LLC | 6,215 | $4.64M | 1.00% | +515+9.0% | Added |
| NFP Retirement, Inc. | 6,204 | $4.64M | 0.25% | +164+2.7% | Added |
| ZRC Wealth Management, LLC | 6,216 | $4.64M | 1.39% | −15−0.2% | Reduced |
| Rebalance, LLC | 6,221 | $4.65M | 0.24% | −1,331−17.6% | Reduced |
| SC&H Financial Advisors, Inc. | 6,226 | $4.65M | 0.62% | +38+0.6% | Added |
| Ewa, LLC | 6,243 | $4.66M | 0.85% | +26+0.4% | Added |
| Councilmark Asset Management, LLC | 6,245 | $4.66M | 2.47% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 6,249 | $4.67M | 0.30% | +2,658+74.0% | Added |
| Liberty Wealth Management LLC | 7,179 | $4.67M | 0.58% | 00.0% | Unchanged |
| Cooksen Wealth, LLC | 6,255 | $4.67M | 2.94% | +1,876+42.8% | Added |
| Tillman Hartley LLC | 6,261 | $4.68M | 1.05% | 00.0% | Unchanged |
| Investment House LLC | 6,292 | $4.70M | 0.21% | +6,292 | New |
| Thompson David Blair | 6,298 | $4.70M | 2.35% | −497−7.3% | Reduced |
| North Star Asset Management Inc | 6,299 | $4.70M | 0.19% | −138−2.1% | Reduced |
| Hemenway Trust Co LLC | 6,317 | $4.72M | 0.33% | −47−0.7% | Reduced |
| Drucker Wealth 3.0, LLC | 6,337 | $4.73M | 0.75% | −12−0.2% | Reduced |
| Consolidated Planning Corp | 6,337 | $4.73M | 0.64% | −229−3.5% | Reduced |
| Schear Investment Advisers, LLC | 6,342 | $4.74M | 1.58% | −4,869−43.4% | Reduced |
| Horizon Wealth Management, LLC | 6,343 | $4.74M | 0.60% | +105+1.7% | Added |
| Evensky & Katz LLC | 6,345 | $4.74M | 0.24% | +1,033+19.4% | Added |
| Castleview Partners, LLC | 6,348 | $4.74M | 2.08% | −23−0.4% | Reduced |
| Essex LLC | 6,353 | $4.74M | 0.72% | −4−0.1% | Reduced |
| Prism Advisors, Inc. | 6,355 | $4.75M | 1.15% | −106−1.6% | Reduced |
| Midland Wealth Advisors LLC | 6,358 | $4.75M | 0.22% | −46−0.7% | Reduced |
| Argos Wealth Advisors, LLC | 6,388 | $4.77M | 1.26% | +1,065+20.0% | Added |
| Insight Wealth Strategies, LLC | 6,414 | $4.78M | 0.47% | −339−5.0% | Reduced |
| Duncker Streett & Co Inc | 6,410 | $4.79M | 0.81% | +482+8.1% | Added |
| McAdam, LLC | 6,410 | $4.79M | 0.18% | −560−8.0% | Reduced |
| Apollon Financial, LLC | 6,417 | $4.79M | 0.57% | +20+0.3% | Added |
| M3 Advisory Group, LLC | 6,419 | $4.79M | 2.49% | +73+1.2% | Added |
| Prasad Wealth Partners, LLC | 6,440 | $4.81M | 1.16% | −103−1.6% | Reduced |
| Roberts Glore & Co Inc | 6,447 | $4.81M | 1.19% | +639+11.0% | Added |
| Sig Brokerage, LP | 6,453 | $4.82M | 0.77% | +6,453 | New |
| Lockerman Financial Group, Inc. | 6,455 | $4.82M | 7.37% | +1,434+28.6% | Added |
| Signature Equity Partners, LLC | 6,460 | $4.82M | 2.21% | −1,421−18.0% | Reduced |
| Fiduciary Wealth Partners, LLC | 6,461 | $4.82M | 2.66% | +8+0.1% | Added |
| Mengis Capital Management, Inc. | 6,461 | $4.83M | 0.73% | −22−0.3% | Reduced |
| Sunesis Advisors, LLC | 6,472 | $4.83M | 2.00% | −65−1.0% | Reduced |
| Woodmont Investment Counsel LLC | 6,478 | $4.84M | 0.26% | −95−1.4% | Reduced |
| Griffith & Werner, Inc. | 6,481 | $4.84M | 2.27% | +62+1.0% | Added |
| Home Federal Bank of Tennessee | 6,483 | $4.84M | 1.04% | −119−1.8% | Reduced |
| Stephenson & Company, Inc. | 6,496 | $4.85M | 2.27% | +145+2.3% | Added |
| American State Bank (Iowa) | 6,507 | $4.86M | 1.97% | 00.0% | Unchanged |
| Vinland Capital Management Gestora de Recursos LTDA. | 6,523 | $4.87M | 52.39% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 6,525 | $4.87M | 2.80% | −270−4.0% | Reduced |
| Avalon Trust Co | 6,530 | $4.88M | 0.30% | −150−2.2% | Reduced |
| Pincus Capital Management, LP | 6,536 | $4.88M | 2.91% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 6,539 | $4.88M | 2.02% | +790+13.7% | Added |
| Resolute Wealth Strategies, LLC | 6,546 | $4.89M | 1.89% | −593−8.3% | Reduced |
| KKM Financial LLC | 6,553 | $4.89M | 0.67% | −2,856−30.4% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 6,555 | $4.89M | 0.64% | −308−4.5% | Reduced |
| RWM Asset Management, LLC | 6,554 | $4.90M | 0.69% | −9,486−59.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 6,564 | $4.90M | 1.30% | +29+0.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 6,570 | $4.91M | 0.46% | +186+2.9% | Added |
| Towerpoint Wealth, LLC | 6,576 | $4.91M | 1.71% | +614+10.3% | Added |
| Semus Wealth Partners LLC | 6,580 | $4.91M | 2.37% | −65−1.0% | Reduced |
| Capital Analysts, LLC | 6,586 | $4.92M | 0.11% | +594+9.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,593 | $4.92M | 0.01% | −1,052−13.8% | Reduced |