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 |
|---|---|---|---|---|---|
| Arcataur Capital Management LLC | 423 | $316.2K | 0.08% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 424 | $316.6K | 0.05% | 00.0% | Unchanged |
| Sterling Group Wealth Management, LLC | 424 | $316.6K | 0.13% | +25+6.3% | Added |
| OLIO Financial Planning | 426 | $318.1K | 0.08% | 00.0% | Unchanged |
| Brady Martz Wealth Solutions, LLC | 427 | $318.6K | 0.05% | +11+2.6% | Added |
| MTM Financial Group, LLC | 427 | $319.0K | 0.14% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 428 | $319.4K | 0.25% | 00.0% | Unchanged |
| William Allan, LLC | 428 | $319.8K | 0.16% | +1+0.2% | Added |
| Premier Private Wealth Management LLC | 429 | $320.4K | 0.28% | +429 | New |
| Clay Northam Wealth Management, LLC | 431 | $321.9K | 0.16% | +8+1.9% | Added |
| Elk River Wealth Management, LLC | 430 | $322.1K | 0.05% | −32−6.9% | Reduced |
| ROSS\JOHNSON & Associates LLC | 432 | $322.6K | 5.05% | 00.0% | Unchanged |
| Mullooly Asset Management, Inc. | 432 | $322.7K | 0.10% | +1+0.2% | Added |
| M Wealth Management, LLC | 432 | $322.9K | 0.25% | −32−6.9% | Reduced |
| Lauterbach Financial Advisors, LLC | 433 | $323.2K | 0.14% | −42−8.8% | Reduced |
| Phillips Wealth Planners LLC | 433 | $323.8K | 0.24% | −11−2.5% | Reduced |
| Lederer & Associates Investment Counsel | 434 | $324.0K | 0.21% | 00.0% | Unchanged |
| Client First Capital LLC | 435 | $324.5K | 0.13% | 00.0% | Unchanged |
| Titan Wealth (CI) Ltd | 435 | $324.7K | 0.12% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 435 | $324.8K | 0.13% | −15−3.3% | Reduced |
| Mechanics Financial Corp | 435 | $324.8K | 0.12% | −31−6.7% | Reduced |
| Whi Trust Co LLC | 435 | $324.8K | 0.21% | 00.0% | Unchanged |
| Lighthouse Financial LLC | 435 | $324.8K | 0.17% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 435 | $325.0K | 0.21% | +435 | New |
| Cornerstone National Bank & Trust Co | 437 | $325.9K | 0.11% | +65+17.5% | Added |
| Whipplewood Advisors, LLC | 437 | $326.3K | 0.22% | −2−0.5% | Reduced |
| Highland Financial Advisors, LLC | 437 | $326.3K | 0.07% | +437 | New |
| Notis-McConarty Edward | 439 | $327.8K | 0.14% | +20+4.8% | Added |
| Thompson Davis & Co., Inc. | 440 | $328.6K | 0.20% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 440 | $328.6K | 0.15% | 00.0% | Unchanged |
| Adapt Wealth Advisors, LLC | 440 | $328.7K | 0.11% | +40+10.0% | Added |
| Jackson Thornton Asset Management, LLC | 441 | $329.3K | 0.03% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 441 | $329.6K | 0.14% | +4+0.9% | Added |
| Investor's Fiduciary Advisor Network, LLC | 442 | $330.0K | 0.11% | −908−67.3% | Reduced |
| Langley Wealth Management, LLC | 444 | $331.7K | 0.32% | +444 | New |
| tru Independence LLC | 444 | $331.9K | 0.15% | −34−7.1% | Reduced |
| Legacy Financial Independent Advisors LLC | 445 | $332.3K | 0.16% | −73−14.1% | Reduced |
| Coco Enterprises, LLC | 446 | $333.1K | 0.17% | 00.0% | Unchanged |
| Entelevest, LLC | 447 | $333.5K | 0.29% | +2+0.4% | Added |
| Kaufman Rossin Wealth, LLC | 444 | $333.8K | 0.16% | +25+6.0% | Added |
| Golden Bell Financial Planning LLC | 447 | $333.8K | 0.25% | −1−0.2% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 3,643 | $333.8K | 0.10% | −22,345−86.0% | Reduced |
| Cutler Capital Management, LLC | 448 | $334.3K | 0.09% | −33−6.9% | Reduced |
| Mendel Capital Management LLC | 448 | $334.4K | 0.15% | +1+0.2% | Added |
| Beckerman Institutional, LLC | 448 | $334.6K | 0.16% | 00.0% | Unchanged |
| Tanglewood Wealth Management, Inc. | 448 | $334.6K | 0.03% | 00.0% | Unchanged |
| Global View Capital Management LLC | 448 | $334.6K | 0.07% | +448 | New |
| DORVAL Corp | 449 | $335.0K | 0.10% | +1+0.2% | Added |
| Belleair Asset Management, LLC | 449 | $335.3K | 0.28% | +2+0.4% | Added |
| Sunburst Financial Group, LLC | 449 | $335.7K | 0.06% | −5−1.1% | Reduced |
| WMG Financial Advisors, LLC | 450 | $336.2K | 0.13% | −102−18.5% | Reduced |
| Winter & Associates, Inc. | 454 | $339.0K | 0.25% | 00.0% | Unchanged |
| Friedenthal Financial | 454 | $339.0K | 0.16% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 456 | $340.3K | 0.03% | +5+1.1% | Added |
| Bond & Devick Financial Network, Inc. | 456 | $340.5K | 0.08% | 00.0% | Unchanged |
| KBC Group NV | 456 | $341.0K | 0.00% | −339−42.6% | Reduced |
| Flywheel Private Wealth LLC | 457 | $341.3K | 0.17% | 00.0% | Unchanged |
| Moulton Wealth Management, Inc | 462 | $345.5K | 0.23% | +1+0.2% | Added |
| Portfolio Strategies, Inc. | 463 | $345.7K | 0.03% | −15−3.1% | Reduced |
| J.E. Simmons & Co., P.C. | 463 | $345.8K | 0.19% | −8−1.7% | Reduced |
| Probity Advisors, Inc. | 464 | $346.5K | 0.05% | −4−0.9% | Reduced |
| Clear Investment Research, LLC | 465 | $347.2K | 0.54% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 465 | $347.3K | 0.05% | −41−8.1% | Reduced |
| Wilkins Miller Wealth Management, LLC | 468 | $349.2K | 0.19% | +136+41.0% | Added |
| FIDELIS iM, LLC | 468 | $349.4K | 0.12% | +1+0.2% | Added |
| Thomasville National Bank | 469 | $350.2K | 0.02% | +469 | New |
| Drum Hill Capital, LLC | 469 | $350.2K | 0.36% | +135+40.4% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 470 | $350.8K | 0.06% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 470 | $351.0K | 0.13% | 00.0% | Unchanged |
| Joule Financial, LLC | 470 | $351.5K | 0.10% | +24+5.4% | Added |
| Bucket List Wealth Management, LLC | 472 | $352.5K | 0.17% | 00.0% | Unchanged |
| Quantum Financial Planning Services, Inc. | 472 | $352.7K | 0.11% | −6−1.3% | Reduced |
| Cogent Private Wealth, Inc. | 473 | $353.2K | 0.22% | 00.0% | Unchanged |
| HFG Wealth Management, LLC | 474 | $353.7K | 0.36% | −679−58.9% | Reduced |
| Suncoast Equity Management | 474 | $354.1K | 0.04% | −3,202−87.1% | Reduced |
| Hendershot Investments Inc. | 475 | $354.5K | 0.05% | +55+13.1% | Added |
| Provident Co of the Employees of the Hebrew University LTD | 474 | $354.6K | 0.27% | 00.0% | Unchanged |
| Smith Partners Wealth Management, LLC | 476 | $355.5K | 0.28% | −114−19.3% | Reduced |
| Continuum Wealth Advisors, LLC | 476 | $355.5K | 0.12% | −10−2.1% | Reduced |
| Reliant Investment Partners, LLC | 476 | $355.5K | 0.24% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 474 | $355.8K | 0.21% | 00.0% | Unchanged |
| Gray Private Wealth, LLC | 477 | $356.0K | 0.15% | −1−0.2% | Reduced |
| Summit Wealth Group, LLC | 478 | $356.8K | 0.07% | +100+26.5% | Added |
| Blackhill Capital Inc | 478 | $357.0K | 0.01% | 00.0% | Unchanged |
| ATX Financial Planning, LLC | 479 | $357.7K | 0.24% | 00.0% | Unchanged |
| LightSquare Wealth Management, LLC | 480 | $358.2K | 0.25% | −297−38.2% | Reduced |
| Dougherty & Associates, LLC | 480 | $358.4K | 0.29% | 00.0% | Unchanged |
| Andina Capital Management, LLC | 480 | $358.5K | 0.59% | 00.0% | Unchanged |
| McRae Capital Management Inc | 481 | $359.2K | 0.07% | 00.0% | Unchanged |
| Bayshore Asset Management, LLC | 481 | $359.2K | 0.13% | +481 | New |
| Northwest Wealth Advisors, LLC | 481 | $359.5K | 0.21% | 00.0% | Unchanged |
| Invesco, LLC | 482 | $359.9K | 0.11% | −25−4.9% | Reduced |
| Rubicon Advisors, GP | 482 | $360.1K | 0.26% | +1+0.2% | Added |
| Wrenne Financial Planning LLC | 482 | $360.1K | 0.12% | 00.0% | Unchanged |
| Stanich Group LLC | 482 | $360.1K | 0.23% | −817−62.9% | Reduced |
| Gerald Baker Financial Group LLC | 483 | $360.8K | 0.10% | +1+0.2% | Added |
| Professional Financial Advisors, LLC | 483 | $360.9K | 0.06% | +20+4.3% | Added |
| Carlson Financial, Inc. | 484 | $362.1K | 0.18% | +10+2.1% | Added |
| Magnolia Wealth Management, LLC | 488 | $364.4K | 0.19% | 00.0% | Unchanged |
| Higgins & Schmidt Wealth Strategies LLC | 488 | $364.4K | 0.15% | +14+3.0% | Added |