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; 4,668 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
- Institutional holders
- 4,668
- +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
- 1,808 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 | 4,668 | $448.3B |
| Q1 2026 | 4,599 | $356.9B |
| Q4 2025 | 4,645 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| SPG Advisors LLC | 301 | $224.9K | 4.05% | +301 | New |
| Vann Equity Management LLC | 301 | $225.0K | 0.14% | +301 | New |
| Friday Financial | 302 | $225.8K | 0.06% | +302 | New |
| Harold Davidson & Associates Inc. | 305 | $227.9K | 0.10% | −131−30.0% | Reduced |
| Applied Capital LLC | 306 | $228.6K | 0.07% | −30−8.9% | Reduced |
| Financial Freedom, LLC | 307 | $229.0K | 0.11% | +1+0.3% | Added |
| New World Advisors LLC | 307 | $229.3K | 0.04% | +307 | New |
| Cadence Wealth Management LLC | 307 | $229.4K | 0.10% | +307 | New |
| Mosley Wealth Management | 308 | $229.6K | 0.07% | −990−76.3% | Reduced |
| Maltin Wealth Management, Inc. | 308 | $230.1K | 0.08% | −18−5.5% | Reduced |
| Meridian Financial Partners LLC | 305 | $230.2K | 0.08% | −6−1.9% | Reduced |
| TSA Wealth Managment LLC | 309 | $230.8K | 0.07% | −14−4.3% | Reduced |
| Drake & Associates, LLC | 309 | $230.8K | 0.04% | −13−4.0% | Reduced |
| Sagewood Asset Management LP | 310 | $231.5K | 0.05% | +310 | New |
| ETF Store, Inc. | 311 | $232.4K | 0.19% | 00.0% | Unchanged |
| KilterHowling LLC | 311 | $232.4K | 0.10% | 00.0% | Unchanged |
| Portfolio Resources Advisor Group, Inc. | 311 | $232.8K | 0.20% | −411−56.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 312 | $233.0K | 0.05% | −40−11.4% | Reduced |
| Whelan Financial | 313 | $234.1K | 0.06% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 314 | $234.5K | 0.19% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 314 | $234.5K | 0.05% | +60+23.6% | Added |
| Owen LaRue, LLC | 315 | $235.1K | 0.08% | +1+0.3% | Added |
| Morgan Dempsey Capital Management LLC | 314 | $235.2K | 0.10% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 315 | $235.2K | 0.26% | 00.0% | Unchanged |
| Compass Wealth Management, LLC | 316 | $236.0K | 0.09% | +1+0.3% | Added |
| Cornerstone Select Advisors, LLC | 316 | $236.3K | 0.10% | 00.0% | Unchanged |
| Blalock Williams, LLC | 317 | $236.7K | 0.15% | −2−0.6% | Reduced |
| Provident Wealth Management, LLC | 317 | $236.7K | 0.06% | 00.0% | Unchanged |
| RCW Management, LLC | 317 | $236.7K | 0.21% | 00.0% | Unchanged |
| SJA Financial Advisory, LLC | 318 | $237.3K | 0.14% | +1+0.3% | Added |
| FSR Wealth Management Ltd. | 318 | $237.5K | 0.27% | +318 | New |
| Oakwell Private Wealth Management, LLC | 318 | $237.8K | 0.04% | 00.0% | Unchanged |
| Lane Brothers & Co Inc | 318 | $237.8K | 0.16% | −115−26.6% | Reduced |
| Miramontes Capital, LLC | 318 | $237.8K | 0.07% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 319 | $238.0K | 0.18% | 00.0% | Unchanged |
| Bridge Generations Wealth Management LLC | 319 | $238.1K | 0.12% | +319 | New |
| Greatmark Investment Partners, Inc. | 319 | $238.2K | 0.03% | −5−1.5% | Reduced |
| Oak Family Advisors, LLC | 320 | $239.0K | 0.07% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 320 | $239.0K | 0.07% | +320 | New |
| Fortune Financial Group, Inc. | 322 | $240.5K | 0.19% | +322 | New |
| Panoramic Investment Advisors, LLC | 322 | $240.5K | 0.12% | 00.0% | Unchanged |
| Sound Portfolio Advisors, LLC | 323 | $241.2K | 0.17% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 323 | $241.3K | 0.04% | +82+34.0% | Added |
| Brookmont Capital Management | 325 | $242.7K | 0.13% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 325 | $242.7K | 0.09% | +325 | New |
| Rye Brook Capital LLC | 325 | $243.0K | 0.17% | +325 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 1,200 | $243.1K | 0.10% | +1,200 | New |
| FMB Wealth Management | 326 | $243.4K | 0.09% | −25−7.1% | Reduced |
| Andrews, Lucia Wealth Management LLC | 327 | $243.9K | 0.13% | +327 | New |
| Beto Financial Group, LLC | 329 | $244.1K | 0.13% | +4+1.2% | Added |
| Claris Advisors, LLC | 328 | $244.9K | 0.06% | 00.0% | Unchanged |
| Purewater Capital LLC | 328 | $244.9K | 0.18% | 00.0% | Unchanged |
| Next Level Wealth Planning, LLC | 329 | $245.7K | 0.11% | +20+6.5% | Added |
| Envision Financial Transparency, LLC | 453 | $247.2K | 0.21% | +119+35.6% | Added |
| Pacific Sun Financial Corp | 331 | $247.8K | 0.10% | +14+4.4% | Added |
| Lifelong Wealth Advisors, Inc. | 332 | $247.9K | 0.06% | 00.0% | Unchanged |
| GLR Partners, LLC | 332 | $247.9K | 0.12% | +17+5.4% | Added |
| Clifford Group, LLC | 333 | $248.7K | 0.17% | −56−14.4% | Reduced |
| Alliance Wealth Advisors, LLC | 334 | $249.4K | 0.05% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 335 | $249.6K | 0.19% | −41−10.9% | Reduced |
| WealthTrak Capital Management LLC | 335 | $250.2K | 0.16% | +3+0.9% | Added |
| First National Bank & Trust Co of Newtown | 335 | $250.3K | 0.05% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 336 | $250.9K | 0.10% | +336 | New |
| Ogorek Anthony Joseph | 336 | $251.0K | 0.06% | +1+0.3% | Added |
| Ocean Capital Management, LLC | 337 | $251.6K | 0.05% | 00.0% | Unchanged |
| Spectrum Financial Alliance Ltd LLC | 337 | $251.8K | 0.04% | 00.0% | Unchanged |
| Flagstone Financial Management | 337 | $252.0K | 0.06% | 00.0% | Unchanged |
| Satovsky Asset Management LLC | 338 | $252.7K | 0.04% | −20−5.6% | Reduced |
| Inlight Wealth Management, LLC | 339 | $252.8K | 0.08% | +339 | New |
| Centerpoint Advisory Group | 339 | $253.2K | 0.16% | 00.0% | Unchanged |
| U S Wealth Group, LLC. | 340 | $253.9K | 0.15% | −12,360−97.3% | Reduced |
| HFG Advisors, Inc. | 340 | $253.9K | 0.16% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 340 | $254.0K | 0.07% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 340 | $254.2K | 0.01% | +23+7.3% | Added |
| Guilbault Capital LLC | 341 | $254.6K | 0.26% | 00.0% | Unchanged |
| Pandowealth. LLC | 341 | $254.9K | 0.21% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 341 | $255.0K | 0.10% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 343 | $256.1K | 0.06% | +21+6.5% | Added |
| Capital Square, LLC | 339 | $256.6K | 0.11% | 00.0% | Unchanged |
| OxenFree Capital LLC | 344 | $256.9K | 0.12% | +1+0.3% | Added |
| BKA Wealth Consulting, Inc. | 344 | $256.9K | 0.18% | +1+0.3% | Added |
| TFB Advisors LLC | 344 | $256.9K | 0.11% | −153−30.8% | Reduced |
| Phocas Financial Corp. | 345 | $257.6K | 0.04% | 00.0% | Unchanged |
| MKD Wealth Coaches, LLC | 345 | $257.6K | 0.22% | +345 | New |
| Northern Lights Advisors, Inc. | 345 | $257.7K | 0.14% | +345 | New |
| Transamerica Financial Advisors, Inc. | 345 | $258.5K | 0.02% | +245+245.0% | Added |
| Scarborough Advisors, LLC | 349 | $258.8K | 0.03% | +48+15.9% | Added |
| DLK Investment Management, LLC | 476 | $259.0K | 0.11% | +476 | New |
| Northstar Asset Management Inc | 347 | $259.1K | 0.08% | 00.0% | Unchanged |
| Alapocas Investment Partners, Inc. | 348 | $259.9K | 0.25% | 00.0% | Unchanged |
| Davidson Investment Advisors | 349 | $260.6K | 0.01% | −93−21.0% | Reduced |
| Boyer Financial Services, Inc. | 350 | $260.7K | 0.22% | 00.0% | Unchanged |
| Seven Springs Wealth Group, LLC | 350 | $261.4K | 0.06% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 351 | $262.1K | 0.13% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 352 | $262.9K | 0.12% | 00.0% | Unchanged |
| Jeter Robert S II | 350 | $264.1K | 0.25% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 354 | $264.4K | 0.17% | −20−5.3% | Reduced |
| TrustWell Financial Advisors, LLC | 354 | $264.4K | 0.22% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 344 | $264.4K | 0.15% | −100−22.5% | Reduced |
| Consultiva Wealth Management, Corp. | 355 | $265.1K | 0.60% | 00.0% | Unchanged |