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: 62 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 |
|---|---|---|---|---|---|
| Alley Investment Management Company, LLC | 6,602 | $4.93M | 0.58% | −178−2.6% | Reduced |
| FSM Wealth Advisors, LLC | 6,609 | $4.94M | 0.53% | −468−6.6% | Reduced |
| Teucrium Investment Advisors, LLC | 6,610 | $4.94M | 4.39% | +6,610 | New |
| Beacon Financial Advisory LLC | 6,610 | $4.94M | 0.97% | −252−3.7% | Reduced |
| Orgel Wealth Management, LLC | 6,613 | $4.94M | 0.09% | +335+5.3% | Added |
| Foundry Financial LLC | 6,615 | $4.94M | 1.67% | +6,090+1,160.0% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 6,627 | $4.95M | 1.21% | +744+12.6% | Added |
| Semitam Bonam LLC | 6,632 | $4.95M | 3.64% | −46−0.7% | Reduced |
| Next Capital Management LLC | 6,632 | $4.95M | 1.34% | −127−1.9% | Reduced |
| Boston Trust Walden Corp | 6,637 | $4.96M | 0.04% | +309+4.9% | Added |
| Enclave Advisors LLC | 6,663 | $4.98M | 0.65% | −30.0% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 6,666 | $4.98M | 3.50% | −727−9.8% | Reduced |
| Libra Wealth LLC | 6,678 | $4.99M | 1.27% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 18,748 | $4.99M | 0.96% | −54,845−74.5% | Reduced |
| Boothbay Fund Management, LLC | 6,687 | $4.99M | 0.10% | +3,066+84.7% | Added |
| Eagle Global Advisors LLC | 6,703 | $5.01M | 0.17% | −140−2.0% | Reduced |
| Indivisible Partners | 6,707 | $5.01M | 0.28% | +5,968+807.6% | Added |
| Pacitti Group Inc. | 6,698 | $5.01M | 1.59% | +285+4.4% | Added |
| Alchemi Wealth, LLC | 6,716 | $5.02M | 2.35% | +530+8.6% | Added |
| Tanglewood Legacy Advisors, LLC | 6,719 | $5.02M | 1.62% | −158−2.3% | Reduced |
| First American Trust, FSB | 6,723 | $5.02M | 0.30% | −698−9.4% | Reduced |
| Madden Advisory Services, Inc. | 6,725 | $5.02M | 1.80% | −172−2.5% | Reduced |
| Sandy Cove Advisors, LLC | 6,726 | $5.02M | 1.26% | +1,295+23.8% | Added |
| Cascades Capital Asset Management, LLC | 6,734 | $5.03M | 1.86% | +30.0% | Added |
| Cedarwood Wealth LLC | 6,734 | $5.03M | 3.80% | +37+0.6% | Added |
| Howard Wealth Management, LLC | 6,735 | $5.03M | 1.86% | +89+1.3% | Added |
| Private Wealth Partners, LLC | 6,755 | $5.04M | 0.36% | −82−1.2% | Reduced |
| Thoroughbred Financial Services, LLC | 6,756 | $5.04M | 0.24% | +125+1.9% | Added |
| Aldebaran Financial Inc. | 6,756 | $5.05M | 4.10% | −711−9.5% | Reduced |
| Ledyard National Bank | 6,763 | $5.05M | 0.41% | −275−3.9% | Reduced |
| Red Door Wealth Management, LLC | 6,776 | $5.06M | 0.46% | −139−2.0% | Reduced |
| Ironclad Investments LLC | 6,805 | $5.08M | 2.18% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 6,812 | $5.09M | 0.41% | +95+1.4% | Added |
| Roffman Miller Associates Inc | 6,827 | $5.10M | 0.27% | +85+1.3% | Added |
| Tennessee Valley Asset Management Partners | 6,838 | $5.11M | 0.56% | +474+7.4% | Added |
| Cardinal Point Capital Management, ULC | 6,847 | $5.12M | 0.29% | +151+2.3% | Added |
| Generation Capital Management LLC | 6,859 | $5.12M | 3.14% | −85−1.2% | Reduced |
| Metlife Inc | 6,878 | $5.14M | 39.25% | 00.0% | Unchanged |
| OP Asset Management Ltd | 6,896 | $5.15M | 0.05% | +1,551+29.0% | Added |
| Lotus Asset Management LLC | 6,912 | $5.16M | 4.57% | +6,912 | New |
| ORBA Wealth Advisors, L.L.C. | 6,923 | $5.17M | 4.42% | +719+11.6% | Added |
| Clear Point Advisors Inc. | 6,923 | $5.17M | 4.58% | +6,923 | New |
| Keebeck Wealth Management, LLC | 6,921 | $5.17M | 0.51% | −41−0.6% | Reduced |
| Waterfront Wealth Inc. | 6,854 | $5.17M | 0.80% | −37−0.5% | Reduced |
| Icapital Wealth LLC | 6,942 | $5.18M | 2.90% | +160+2.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,948 | $5.19M | 0.15% | +165+2.4% | Added |
| Price T Rowe Associates Inc | 6,948 | $5.19M | 0.00% | −3,230−31.7% | Reduced |
| NWK Group, Inc. | 6,952 | $5.19M | 1.60% | −248−3.4% | Reduced |
| SeaBridge Investment Advisors LLC | 6,957 | $5.19M | 0.75% | +153+2.2% | Added |
| Sage Financial Group Inc | 6,967 | $5.20M | 0.29% | +881+14.5% | Added |
| Signature Wealth Management Partners, LLC | 6,970 | $5.21M | 2.43% | −4−0.1% | Reduced |
| Boston Research & Management Inc | 6,971 | $5.21M | 1.15% | −35−0.5% | Reduced |
| First Interstate Bank | 6,989 | $5.22M | 0.27% | +666+10.5% | Added |
| Platform Technology Partners | 7,000 | $5.23M | 0.86% | −159−2.2% | Reduced |
| Bennett Selby Investments LP | 7,002 | $5.23M | 1.67% | +114+1.7% | Added |
| Objective Capital Management, LLC | 7,006 | $5.23M | 4.65% | +30+0.4% | Added |
| Journey Beyond Wealth, LLC | 7,013 | $5.24M | 4.09% | −212−2.9% | Reduced |
| Holistic Planning, LLC | 7,051 | $5.27M | 0.82% | +341+5.1% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 7,057 | $5.27M | 0.62% | +312+4.6% | Added |
| DHJJ Financial Advisors, Ltd. | 7,059 | $5.27M | 1.52% | −95−1.3% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 7,064 | $5.28M | 0.35% | −29−0.4% | Reduced |
| Abacus Planning Group, Inc. | 7,073 | $5.28M | 0.65% | −39−0.5% | Reduced |
| Harbour Wealth Management Group, Inc. | 7,078 | $5.29M | 3.57% | −99−1.4% | Reduced |
| Twin Lakes Capital Management, LLC | 7,080 | $5.29M | 2.02% | −247−3.4% | Reduced |
| McGuire Capital Advisors Inc | 7,090 | $5.29M | 2.89% | +2,275+47.2% | Added |
| Stephenson National Bank & Trust | 7,099 | $5.30M | 1.34% | +228+3.3% | Added |
| Optima Capital LLC | 7,086 | $5.30M | 2.09% | +1,761+33.1% | Added |
| Catalyst Private Wealth, LLC | 7,106 | $5.31M | 2.56% | −131−1.8% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 7,115 | $5.31M | 0.95% | +23+0.3% | Added |
| ICONIQ Capital, LLC | 7,122 | $5.32M | 0.15% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 7,109 | $5.32M | 0.75% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 7,131 | $5.32M | 0.98% | +375+5.6% | Added |
| Revolve Wealth Partners, LLC | 7,148 | $5.34M | 0.56% | +802+12.6% | Added |
| M1 Capital Management LLC | 7,151 | $5.34M | 1.97% | +49+0.7% | Added |
| Blankinship & Foster, LLC | 7,162 | $5.35M | 1.08% | −92−1.3% | Reduced |
| Courage Capital Management LLC | 7,171 | $5.36M | 7.96% | 00.0% | Unchanged |
| Copper Harbor Investment Advisors, LLC | 7,196 | $5.37M | 1.14% | +7,196 | New |
| Family Legacy, Inc. | 7,196 | $5.37M | 1.43% | −31−0.4% | Reduced |
| Heirloom Wealth Management | 7,196 | $5.37M | 0.78% | −458−6.0% | Reduced |
| Options Solutions, LLC | 7,201 | $5.38M | 3.82% | −256−3.4% | Reduced |
| Austin Asset Management Co Inc | 7,203 | $5.38M | 0.75% | −76−1.0% | Reduced |
| Single Point Partners, LLC | 7,205 | $5.38M | 0.95% | −279−3.7% | Reduced |
| Two Point Capital Management, Inc. | 7,207 | $5.38M | 2.17% | +45+0.6% | Added |
| Breakthru Advisory Services, LLC | 7,226 | $5.40M | 18.12% | −6,481−47.3% | Reduced |
| Raffa Wealth Management, LLC | 7,227 | $5.40M | 0.68% | +4+0.1% | Added |
| Fragasso Group Inc. | 7,236 | $5.40M | 0.29% | +403+5.9% | Added |
| Financial Perspectives, Inc | 7,238 | $5.41M | 1.32% | +56+0.8% | Added |
| Sharkey, Howes & Javer | 7,259 | $5.42M | 0.65% | −9,416−56.5% | Reduced |
| LBMC Investment Advisors, LLC | 7,259 | $5.42M | 0.29% | +9+0.1% | Added |
| Beaird Harris Wealth Management, LLC | 7,276 | $5.43M | 0.34% | +187+2.6% | Added |
| Capital City Trust Co | 7,292 | $5.45M | 1.13% | +1,132+18.4% | Added |
| Legacy Capital Wealth Management, LLC | 7,299 | $5.45M | 2.54% | −124−1.7% | Reduced |
| Essex Savings Bank | 7,308 | $5.46M | 1.18% | −59−0.8% | Reduced |
| Canoe Financial LP | 14,315 | $5.47M | 0.07% | +7,760+118.4% | Added |
| TopTier Wealth Management, LLC | 7,328 | $5.47M | 3.31% | +15+0.2% | Added |
| Morse Asset Management, Inc | 7,329 | $5.47M | 0.91% | −5−0.1% | Reduced |
| Rockingstone Advisors LLC | 7,330 | $5.47M | 2.20% | +232+3.3% | Added |
| Advisor OS, LLC | 7,343 | $5.48M | 0.37% | −10,992−60.0% | Reduced |
| Parsons Capital Management Inc | 7,345 | $5.49M | 0.25% | +1,379+23.1% | Added |
| Welch Group, LLC | 7,346 | $5.49M | 0.19% | +2,049+38.7% | Added |