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 |
|---|---|---|---|---|---|
| Corepath Wealth Partners LLC | 358 | $266.7K | 0.17% | −133−27.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 357 | $266.9K | 0.06% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 358 | $267.6K | 0.09% | +358 | New |
| January Capital Advisors LLC | 359 | $268.7K | 0.22% | 00.0% | Unchanged |
| Evergreen Wealth Partners LLC | 360 | $268.9K | 0.16% | −1−0.3% | Reduced |
| Buska Wealth Management, LLC | 362 | $270.0K | 0.10% | +1+0.3% | Added |
| Madson Wealth Advisors Inc | 362 | $270.4K | 0.18% | −49−11.9% | Reduced |
| Severin Investments, LLC | 364 | $271.7K | 0.20% | +364 | New |
| Schmidt P J Investment Management Inc | 364 | $271.8K | 0.04% | +1+0.3% | Added |
| ProCore Advisors, LLC | 364 | $271.8K | 0.34% | +10+2.8% | Added |
| Northstar Financial Companies, Inc. | 365 | $272.3K | 0.18% | +11+3.1% | Added |
| Encompass Wealth Advisors, LLC | 365 | $272.7K | 0.08% | −44−10.8% | Reduced |
| Peak Financial Management, Inc. | 365 | $273.1K | 0.06% | −17−4.5% | Reduced |
| Davis-Rea Ltd. | 365 | $273.3K | 0.08% | +365 | New |
| Keyes, Stange & Wooten Wealth Management, LLC | 366 | $273.3K | 0.11% | 00.0% | Unchanged |
| Fusion Capital, LLC | 367 | $273.7K | 0.06% | +8+2.2% | Added |
| Avion Wealth | 367 | $274.0K | 0.05% | +3+0.8% | Added |
| SBI Okasan Asset Management Co.Ltd. | 370 | $274.2K | 0.01% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 368 | $274.8K | 0.05% | −67−15.4% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 368 | $275.1K | 0.11% | −40−9.8% | Reduced |
| Coerente Capital Management | 370 | $276.3K | 0.05% | −45−10.8% | Reduced |
| Arvest Investments, Inc. | 370 | $276.3K | 0.03% | 00.0% | Unchanged |
| Capstone Capital Wealth Advisors | 370 | $276.3K | 0.16% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 370 | $276.5K | 0.02% | −213−36.5% | Reduced |
| Stonebridge Financial Group, LLC | 371 | $277.3K | 0.18% | −1−0.3% | Reduced |
| Alpha Advisors, LLC | 372 | $277.8K | 0.21% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 373 | $278.5K | 0.03% | −279−42.8% | Reduced |
| EnRich Financial Partners LLC | 373 | $278.5K | 0.07% | −67−15.2% | Reduced |
| Inlet Private Wealth, LLC | 373 | $278.5K | 0.07% | −4−1.1% | Reduced |
| Keener Financial Planning LLC | 374 | $279.0K | 0.10% | 00.0% | Unchanged |
| Wealth Advisory Team LLC | 375 | $280.8K | 0.23% | +375 | New |
| Benchmark Investment Advisors LLC | 376 | $280.8K | 0.12% | −1−0.3% | Reduced |
| Meadowbrook Advisors Group, LLC | 376 | $280.8K | 0.15% | −3−0.8% | Reduced |
| Burns Matteson Capital Management, LLC | 376 | $280.9K | 0.09% | 00.0% | Unchanged |
| LongView Wealth Management | 377 | $281.8K | 0.07% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 378 | $282.0K | 0.20% | 00.0% | Unchanged |
| Keystone Financial Services, LLC | 378 | $282.1K | 0.17% | +1+0.3% | Added |
| Fischer Financial Services, Inc. | 380 | $283.7K | 0.07% | +380 | New |
| RiverTree Advisors, LLC | 380 | $283.8K | 0.17% | −4−1.0% | Reduced |
| BetterWealth, LLC | 381 | $284.5K | 0.05% | 00.0% | Unchanged |
| Beck Bode, LLC | 382 | $285.0K | 0.04% | −6−1.5% | Reduced |
| Disciplined Equity Management, Inc. | 382 | $285.3K | 0.13% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 383 | $286.0K | 0.23% | 00.0% | Unchanged |
| First Bank & Trust | 384 | $286.8K | 0.04% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 384 | $286.8K | 0.04% | −1−0.3% | Reduced |
| Red Mountain Financial, LLC | 385 | $287.5K | 0.24% | −67−14.8% | Reduced |
| Dutch Asset Corp | 385 | $287.5K | 0.14% | +1+0.3% | Added |
| River's Edge Wealth Management, LLC | 383 | $289.1K | 0.25% | +1+0.3% | Added |
| Columbus Macro, LLC | 387 | $289.1K | 0.03% | +1+0.3% | Added |
| Integrated Capital Management, LLC | 388 | $289.8K | 0.10% | −70−15.3% | Reduced |
| Hilton Head Capital Partners, LLC | 388 | $289.9K | 0.15% | 00.0% | Unchanged |
| Leading Edge Financial Planning LLC | 389 | $290.2K | 0.05% | −8−2.0% | Reduced |
| Dravo Bay LLC | 389 | $290.5K | 0.10% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 390 | $291.2K | 0.09% | 00.0% | Unchanged |
| Axos Invest Inc. | 390 | $291.3K | 0.21% | −40−9.3% | Reduced |
| Pecaut & Co. | 390 | $291.5K | 0.09% | +1+0.3% | Added |
| Murphy Pohlad Asset Management LLC | 392 | $292.7K | 0.10% | 00.0% | Unchanged |
| TD Capital Management LLC | 394 | $293.9K | 0.02% | −711−64.3% | Reduced |
| DWR Wealth Management, LLC | 400 | $296.6K | 0.22% | +1+0.3% | Added |
| Fulcrum Equity Management | 398 | $297.1K | 0.24% | +398 | New |
| Town Capital LLC | 398 | $297.2K | 0.19% | 00.0% | Unchanged |
| DMKC Advisory Services, LLC | 399 | $298.2K | 0.06% | +1+0.3% | Added |
| Everstar Asset Management, LLC | 400 | $298.7K | 0.14% | +23+6.1% | Added |
| Avalon Advisory Group | 403 | $300.9K | 0.11% | 00.0% | Unchanged |
| WBI Investments | 403 | $301.1K | 0.07% | +20+5.2% | Added |
| Cedar Mountain Advisors, LLC | 404 | $301.9K | 0.05% | +201+99.0% | Added |
| Durante & Waters, LLC | 405 | $302.4K | 0.20% | 00.0% | Unchanged |
| Biltmore Wealth Management, LLC | 405 | $302.4K | 0.09% | +22+5.7% | Added |
| DF Dent & Co Inc | 406 | $303.2K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 406 | $303.2K | 0.04% | 00.0% | Unchanged |
| Carroll Advisory Group, LLC | 406 | $303.2K | 0.10% | 00.0% | Unchanged |
| LFG Wealth Partners, LLC | 406 | $303.2K | 0.14% | +406 | New |
| Pacific Excel Wealth Advisors, Inc. | 407 | $303.9K | 0.12% | −318−43.9% | Reduced |
| Heritage Family Offices, LLP | 407 | $303.9K | 0.12% | −17−4.0% | Reduced |
| Pacific Point Advisors, LLC | 409 | $305.4K | 0.14% | −185−31.1% | Reduced |
| Godfrey Financial Associates, Inc. | 410 | $306.2K | 0.23% | 00.0% | Unchanged |
| Prodigy Asset Management LLC | 411 | $306.9K | 0.09% | 00.0% | Unchanged |
| 6th Street Advisors, LLC | 410 | $307.0K | 0.18% | 00.0% | Unchanged |
| Blue Water Asset Management | 411 | $307.0K | 0.10% | +1+0.2% | Added |
| Skyline Advisors, Inc. | 412 | $307.7K | 0.10% | −33−7.4% | Reduced |
| PFS Partners, LLC | 412 | $307.7K | 0.12% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 413 | $308.4K | 0.07% | 00.0% | Unchanged |
| Northwest Financial Advisors | 413 | $308.5K | 0.04% | +1+0.2% | Added |
| Van Diest Capital, LLC | 413 | $308.6K | 0.28% | −34−7.6% | Reduced |
| Gleason Group, Inc. | 414 | $308.9K | 0.03% | +1+0.2% | Added |
| Elevation Wealth Management LLC | 413 | $309.0K | 0.23% | −12−2.8% | Reduced |
| Inman Jager Wealth Management, LLC | 414 | $309.2K | 0.16% | 00.0% | Unchanged |
| Richard Young Associates, Ltd. | 417 | $311.4K | 0.21% | +417 | New |
| Bellars Harris Wealth Management, LLC | 417 | $311.4K | 0.06% | +417 | New |
| Harbour Investment Management LLC | 416 | $311.6K | 0.16% | 00.0% | Unchanged |
| Trust Co of Kansas | 418 | $312.0K | 0.16% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 419 | $312.0K | 0.06% | +55+15.1% | Added |
| Three Seasons Wealth, LLC | 420 | $313.6K | 0.03% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 420 | $313.6K | 0.23% | 00.0% | Unchanged |
| PMG Wealth Management, Inc. | 420 | $313.6K | 0.19% | +58+16.0% | Added |
| Adaptive Financial Consulting, LLC | 421 | $314.5K | 0.11% | 00.0% | Unchanged |
| Biondo Investment Advisors, LLC | 423 | $315.9K | 0.04% | 00.0% | Unchanged |
| Forteris Wealth Management Inc. | 423 | $315.9K | 0.26% | 00.0% | Unchanged |
| Western Reserve Capital Management, LLC | 423 | $315.9K | 0.23% | 00.0% | Unchanged |
| Valued Retirements, Inc. | 423 | $316.0K | 0.28% | 00.0% | Unchanged |