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 |
|---|---|---|---|---|---|
| ASB Consultores, LLC | 7,347 | $5.49M | 16.85% | −23−0.3% | Reduced |
| PDS Planning, Inc | 7,364 | $5.50M | 0.32% | +414+6.0% | Added |
| ABLE Financial Group, LLC | 7,371 | $5.50M | 0.92% | −41−0.6% | Reduced |
| Waters Parkerson & Co., LLC | 7,387 | $5.52M | 0.27% | −21−0.3% | Reduced |
| Moneda S.A. Administradora General de Fondos | 7,396 | $5.52M | 4.53% | +7,396 | New |
| Chesapeake Wealth Management | 7,426 | $5.55M | 1.56% | +60+0.8% | Added |
| AtlasMark Financial, Inc | 7,430 | $5.55M | 2.73% | 00.0% | Unchanged |
| Quantum Financial Partners LLC | 7,431 | $5.55M | 2.84% | +7,431 | New |
| Monument Capital Management | 7,460 | $5.57M | 1.12% | +6,164+475.6% | Added |
| Global Endowment Management, LP | 7,500 | $5.60M | 0.57% | −22,341−74.9% | Reduced |
| Pegasus Asset Management, Inc. | 7,515 | $5.61M | 1.60% | +37+0.5% | Added |
| Tompkins Financial Corp | 7,526 | $5.62M | 0.39% | −37−0.5% | Reduced |
| Clarendon Private LLC | 7,538 | $5.63M | 3.62% | +467+6.6% | Added |
| Wellington Shields & Co., LLC | 7,550 | $5.64M | 1.26% | +421+5.9% | Added |
| New Age Alpha Advisors, LLC | 7,588 | $5.67M | 0.24% | −3,423−31.1% | Reduced |
| Wetzel Investment Advisors, Inc. | 7,601 | $5.69M | 1.97% | −20.0% | Reduced |
| Everett Harris & Co | 7,632 | $5.70M | 0.07% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 7,633 | $5.70M | 0.92% | +7,633 | New |
| Sonata Capital Group Inc | 7,644 | $5.71M | 1.84% | +356+4.9% | Added |
| Charles Schwab Trust Co | 7,653 | $5.72M | 0.32% | +4,697+158.9% | Added |
| AXS Investments LLC | 7,711 | $5.76M | 1.63% | −1,832−19.2% | Reduced |
| Journey Advisory Group, LLC | 7,722 | $5.77M | 0.44% | −536−6.5% | Reduced |
| Peak Planning Group, LLC | 7,729 | $5.77M | 1.30% | +235+3.1% | Added |
| Little House Capital LLC | 7,739 | $5.78M | 1.30% | +28+0.4% | Added |
| BHK Investment Advisors, LLC | 7,747 | $5.79M | 1.73% | −35−0.4% | Reduced |
| Stairway Partners, LLC | 7,762 | $5.80M | 0.27% | −67−0.9% | Reduced |
| Auxano Advisors, LLC | 7,763 | $5.80M | 1.10% | +515+7.1% | Added |
| American Alpha Advisors, LLC | 7,769 | $5.80M | 3.43% | −40−0.5% | Reduced |
| 9823 Capital, L.P. | 7,772 | $5.80M | 3.92% | +11+0.1% | Added |
| Rialto Wealth Management, LLC | 7,774 | $5.81M | 1.15% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 7,777 | $5.81M | 0.67% | +3,013+63.2% | Added |
| Gratus Wealth Advisors, LLC | 7,821 | $5.84M | 0.74% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 7,824 | $5.84M | 0.56% | +106+1.4% | Added |
| Core Capital Management & Research, inc. | 7,644 | $5.85M | 3.07% | +7,644 | New |
| ELCO Management Co., LLC | 7,854 | $5.86M | 2.53% | +58+0.7% | Added |
| Fortitude Advisory Group L.L.C. | 7,861 | $5.87M | 2.24% | −1,141−12.7% | Reduced |
| First Financial Bankshares Inc | 7,878 | $5.88M | 0.11% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 7,941 | $5.88M | 0.19% | 00.0% | Unchanged |
| Laraway Financial Inc | 7,885 | $5.89M | 3.57% | −100−1.3% | Reduced |
| Uhlmann Price Securities, LLC | 7,888 | $5.89M | 0.22% | +2,751+53.6% | Added |
| 10Elms LLP | 7,894 | $5.89M | 2.49% | +1,509+23.6% | Added |
| Tower View Investment Management & Research LLC | 7,915 | $5.91M | 2.60% | +6+0.1% | Added |
| Invenio Wealth Partners LLC | 7,925 | $5.92M | 2.12% | −190−2.3% | Reduced |
| Marin Bay Wealth Advisors, LLC | 7,928 | $5.92M | 3.18% | −128,976−94.2% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,929 | $5.92M | 0.29% | −1,804−18.5% | Reduced |
| Washington Trust Advisors, Inc. | 7,931 | $5.92M | 0.44% | +1,076+15.7% | Added |
| Cohen Capital Management, Inc. | 7,938 | $5.93M | 0.81% | +20.0% | Added |
| WPWealth LLP | 7,941 | $5.93M | 0.88% | −206−2.5% | Reduced |
| MTM Investment Management, LLC | 7,948 | $5.94M | 1.69% | +39+0.5% | Added |
| Clientfirst Wealth Management, LLC | 7,950 | $5.94M | 4.88% | 00.0% | Unchanged |
| Fell Capital Management | 7,952 | $5.94M | 5.00% | −213−2.6% | Reduced |
| Pines Wealth Management, LLC | 7,956 | $5.94M | 1.71% | −171−2.1% | Reduced |
| LWM Advisory Services, LLC | 7,977 | $5.96M | 10.63% | −13,896−63.5% | Reduced |
| Retireful, LLC | 7,984 | $5.96M | 5.55% | +4,636+138.5% | Added |
| TrustBank | 8,016 | $5.99M | 2.03% | −308−3.7% | Reduced |
| LJI Wealth Management, LLC | 8,053 | $6.01M | 0.84% | −1,203−13.0% | Reduced |
| Stonebridge Financial Group, LLC | 8,073 | $6.03M | 0.46% | −989−10.9% | Reduced |
| JustInvest LLC | 8,077 | $6.03M | 0.05% | +302+3.9% | Added |
| Providence First Trust Co | 8,080 | $6.03M | 1.69% | −791−8.9% | Reduced |
| Matters Capital LLC | 8,096 | $6.05M | 4.23% | 00.0% | Unchanged |
| Vienna Asset Management LLC | 8,104 | $6.05M | 4.31% | −1,304−13.9% | Reduced |
| Kerusso Capital Management LLC | 8,116 | $6.06M | 2.21% | +8,116 | New |
| Luminvest Wealth Management LLC | 8,138 | $6.06M | 1.41% | 00.0% | Unchanged |
| Novus Advisors, LLC | 8,121 | $6.06M | 12.64% | +940+13.1% | Added |
| LSP Investment Advisors, LLC | 8,152 | $6.08M | 5.58% | −10,012−55.1% | Reduced |
| Tilson Financial Group, Inc. | 8,157 | $6.09M | 1.68% | +147+1.8% | Added |
| Heritage Investment Group, Inc. | 8,158 | $6.09M | 0.82% | −1,435−15.0% | Reduced |
| Greenspring Advisors, LLC | 8,167 | $6.10M | 0.34% | +164+2.0% | Added |
| McDonald Partners LLC | 8,173 | $6.10M | 1.48% | +392+5.0% | Added |
| Wimmer Associates 1, LLC | 8,204 | $6.13M | 2.77% | +15+0.2% | Added |
| Cherrydale Wealth Management, LLC | 8,207 | $6.13M | 1.60% | +5,060+160.8% | Added |
| Waycross Investment Management Co | 8,247 | $6.16M | 4.69% | +2,406+41.2% | Added |
| Onyx Bridge Wealth Group LLC | 8,257 | $6.17M | 0.55% | −175−2.1% | Reduced |
| Baker Boyer National Bank | 8,259 | $6.17M | 1.69% | 00.0% | Unchanged |
| Mairs & Power Inc | 8,279 | $6.18M | 0.06% | −18,901−69.5% | Reduced |
| Garrison Point Advisors, LLC | 8,291 | $6.19M | 2.51% | +20.0% | Added |
| Visionary Wealth Advisors | 8,308 | $6.20M | 0.24% | −404−4.6% | Reduced |
| Atlas Brown,Inc. | 8,316 | $6.21M | 1.67% | −163−1.9% | Reduced |
| Trust Co | 8,320 | $6.21M | 0.56% | +469+6.0% | Added |
| Central Valley Advisors, LLC | 8,322 | $6.21M | 1.59% | −310−3.6% | Reduced |
| Absolute Capital Management, LLC | 8,319 | $6.22M | 1.55% | +289+3.6% | Added |
| Northeast Investment Management | 8,326 | $6.22M | 0.23% | +121+1.5% | Added |
| Leverty Financial Group, LLC | 8,340 | $6.23M | 1.21% | −142−1.7% | Reduced |
| ForthRight Wealth Management, LLC | 8,342 | $6.23M | 1.59% | −11−0.1% | Reduced |
| Omnia Family Wealth, LLC | 8,330 | $6.24M | 1.67% | −165−1.9% | Reduced |
| W Advisors, LLC | 8,370 | $6.25M | 2.84% | +10.0% | Added |
| Bellwether Advisors, LLC | 8,375 | $6.25M | 0.93% | −34−0.4% | Reduced |
| Tiaa Trust, National Association | 8,380 | $6.26M | 0.37% | −144−1.7% | Reduced |
| XML Financial, LLC | 8,396 | $6.27M | 0.46% | +335+4.2% | Added |
| Winch Advisory Services, LLC | 8,405 | $6.28M | 1.30% | +454+5.7% | Added |
| Parkside Investments, LLC | 8,418 | $6.29M | 0.70% | +1,807+27.3% | Added |
| Secure Asset Management, LLC | 8,437 | $6.30M | 0.89% | −304−3.5% | Reduced |
| Sierra Capital LLC | 8,443 | $6.30M | 0.61% | +425+5.3% | Added |
| Stephen J. Garry & Associates, LLC | 8,462 | $6.32M | 4.61% | −259−3.0% | Reduced |
| Creative Financial Designs Inc | 8,466 | $6.32M | 0.30% | −1,127−11.7% | Reduced |
| Baron Wealth Management LLC | 8,466 | $6.32M | 1.64% | −15−0.2% | Reduced |
| Arrowroot Family Office, LLC | 8,479 | $6.33M | 1.81% | +159+1.9% | Added |
| Weaver Capital Management LLC | 9,754 | $6.34M | 1.40% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 8,502 | $6.35M | 0.37% | +195+2.3% | Added |
| Cape Investment Advisory, Inc. | 8,508 | $6.35M | 1.70% | +439+5.4% | Added |