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
- +132 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
- 257
- 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| First Financial Corp | 575 | $429.4K | 0.15% | 00.0% | Unchanged |
| GLOBALT Investments LLC | 575 | $429.4K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 576 | $430.1K | 0.16% | 00.0% | Unchanged |
| WealthCare Asset Management, LLC | 576 | $430.3K | 0.18% | +38+7.1% | Added |
| RK Capital Management, LLC | 577 | $430.9K | 0.02% | −9,686−94.4% | Reduced |
| Arcadia Wealth Management, LLC | 577 | $431.0K | 0.14% | −251−30.3% | Reduced |
| Vantage Point Financial LLC | 578 | $431.4K | 0.13% | −271−31.9% | Reduced |
| Astoria Strategic Wealth, Inc. | 578 | $431.6K | 0.10% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 578 | $431.8K | 0.07% | 00.0% | Unchanged |
| Clarity Retirement & Wealth, LLC | 580 | $433.1K | 0.30% | +36+6.6% | Added |
| Lineweaver Wealth Advisors, LLC | 580 | $433.2K | 0.05% | 00.0% | Unchanged |
| Presidio Capital Management, LLC | 581 | $433.5K | 0.11% | +4+0.7% | Added |
| Rather & Kittrell, Inc. | 581 | $433.9K | 0.06% | −81−12.2% | Reduced |
| Dash Acquisitions Inc. | 562 | $434.1K | 0.09% | +8+1.4% | Added |
| Cassady Wealth & Retirement Planning, LLC | 583 | $435.4K | 0.20% | +75+14.8% | Added |
| Interactive Financial Advisors | 610 | $435.4K | 0.27% | +25+4.3% | Added |
| Thayer Partners, LLC | 584 | $436.1K | 0.18% | −66−10.2% | Reduced |
| Prentice Wealth Management LLC | 586 | $437.6K | 0.09% | +586 | New |
| ShankerValleau Wealth Advisors, Inc. | 587 | $438.4K | 0.12% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 588 | $438.8K | 0.35% | +1+0.2% | Added |
| Centrica Wealth Management, LLC | 605 | $439.0K | 0.33% | +605 | New |
| Vectors Research Management, LLC | 588 | $439.1K | 0.11% | 00.0% | Unchanged |
| JBR Co Financial Management Inc | 590 | $440.6K | 0.16% | −259−30.5% | Reduced |
| Newport Capital Group, LLC | 589 | $441.1K | 0.25% | +92+18.5% | Added |
| Advisory Research Inc | 591 | $441.3K | 0.04% | −15−2.5% | Reduced |
| Sweeney & Michel, LLC | 572 | $442.1K | 0.12% | −4−0.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 592 | $442.1K | 0.00% | −175−22.8% | Reduced |
| Acute Investment Advisory, LLC | 593 | $442.8K | 4.68% | −27−4.4% | Reduced |
| Schiavi & Co LLC | 593 | $442.8K | 0.12% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 593 | $443.0K | 0.12% | −15−2.5% | Reduced |
| Kerr Financial Planning Corp | 595 | $444.1K | 0.50% | −5−0.8% | Reduced |
| Resolute Wealth Advisor, Inc. | 683 | $444.4K | 0.25% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 595 | $445.8K | 0.02% | +146+32.5% | Added |
| Boomfish Wealth Group, LLC | 597 | $445.8K | 0.20% | +9+1.5% | Added |
| Fairway Wealth LLC | 598 | $446.6K | 0.10% | +42+7.6% | Added |
| Walled Lake Planning & Wealth Management, LLC | 599 | $447.1K | 0.11% | +1+0.2% | Added |
| Shepherd Kaplan Krochuk, LLC | 599 | $447.3K | 0.36% | +2+0.3% | Added |
| Aberdeen Wealth Management LLC | 600 | $448.1K | 0.22% | −700−53.8% | Reduced |
| Certior Financial Group, LLC | 601 | $448.9K | 0.25% | +1+0.2% | Added |
| Commons Capital, LLC | 602 | $449.4K | 0.31% | −57−8.6% | Reduced |
| Strengthening Families & Communities, LLC | 602 | $449.5K | 0.10% | +7+1.2% | Added |
| Emerald Investment Advisers, LLC | 602 | $449.6K | 0.03% | −2,201−78.5% | Reduced |
| Weybosset Research & Management LLC | 603 | $450.3K | 0.12% | 00.0% | Unchanged |
| Crane Advisory, LLC | 600 | $450.4K | 0.06% | 00.0% | Unchanged |
| BlueStem Wealth Partners, LLC | 605 | $451.7K | 0.04% | +6+1.0% | Added |
| Cascade Investment Advisors, Inc. | 606 | $452.8K | 0.25% | 00.0% | Unchanged |
| St. Clair Advisors, LLC | 607 | $453.3K | 0.12% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 608 | $454.0K | 0.26% | +214+54.3% | Added |
| Rinkey Investments | 610 | $455.5K | 0.11% | +5+0.8% | Added |
| Spectrum Planning & Advisory Services Inc. | 615 | $459.5K | 0.21% | +87+16.5% | Added |
| Sherrill & Hutchins Financial Advisory, Inc | 617 | $460.6K | 0.22% | +617 | New |
| Daner Wealth Management, LLC | 592 | $460.7K | 0.25% | 00.0% | Unchanged |
| Strategent Financial, LLC | 617 | $460.8K | 0.27% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 618 | $461.4K | 0.18% | 00.0% | Unchanged |
| A4 Wealth Advisors LLC | 619 | $462.0K | 0.31% | +619 | New |
| Capital Advisor Network LLC | 622 | $464.5K | 0.58% | −14−2.2% | Reduced |
| Baugh & Associates, LLC | 623 | $465.1K | 0.21% | −90−12.6% | Reduced |
| Terra Nova Asset Management LLC | 623 | $465.3K | 0.28% | −317−33.7% | Reduced |
| Vigil Wealth Management, LLC | 624 | $466.0K | 0.33% | 00.0% | Unchanged |
| Elgethun Capital Management | 624 | $466.2K | 0.06% | −100−13.8% | Reduced |
| RPg Family Wealth Advisory, LLC | 625 | $467.0K | 0.08% | −270−30.2% | Reduced |
| MGO Private Wealth, LLC | 605 | $467.6K | 2.32% | +26+4.5% | Added |
| O'Brien Greene & Co. Inc | 626 | $467.8K | 0.13% | −8−1.3% | Reduced |
| Meridian Wealth Partners, LLC | 626 | $467.8K | 0.06% | 00.0% | Unchanged |
| Planning Directions Inc | 627 | $467.9K | 0.22% | +1+0.2% | Added |
| Cadent Capital Advisors, LLC | 627 | $468.5K | 0.10% | −62−9.0% | Reduced |
| Onefund, LLC | 630 | $470.5K | 0.27% | +622+7,775.0% | Added |
| Herold Advisors, Inc. | 629 | $471.0K | 0.09% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 631 | $471.2K | 0.18% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 632 | $471.8K | 0.20% | +130+25.9% | Added |
| Augustine Asset Management Inc | 634 | $473.5K | 0.10% | −75−10.6% | Reduced |
| Old Port Advisors | 634 | $473.6K | 0.09% | −40−5.9% | Reduced |
| SevenBridge Financial Group, LLC | 613 | $473.6K | 0.07% | −14−2.2% | Reduced |
| NovaPoint Capital, LLC | 636 | $474.8K | 0.10% | +636 | New |
| Nomura Asset Management Co Ltd | 637 | $475.7K | 0.00% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 637 | $475.7K | 0.12% | 00.0% | Unchanged |
| Ni Acquisitions Company, LLC | 19,221 | $478.2K | 0.21% | +19,221 | New |
| Merrithew & Thorsten Inc | 642 | $479.0K | 0.41% | +2+0.3% | Added |
| Partners Wealth Management, LLC | 642 | $479.2K | 0.47% | −3−0.5% | Reduced |
| Scissortail Wealth Management, LLC | 643 | $480.2K | 0.09% | 00.0% | Unchanged |
| Gilbert Capital Group, Inc. | 643 | $480.2K | 0.34% | +56+9.5% | Added |
| Alexander Randolph Advisory, Inc. | 643 | $480.2K | 0.40% | −586−47.7% | Reduced |
| PFW Advisors LLC | 643 | $480.3K | 0.14% | −130−16.8% | Reduced |
| Pacifica Partners Inc. | 645 | $480.4K | 0.14% | 00.0% | Unchanged |
| CCM Investment Advisers LLC | 644 | $480.9K | 0.04% | −32−4.7% | Reduced |
| Ballew Advisors, Inc | 646 | $481.3K | 0.25% | 00.0% | Unchanged |
| Robinswood Financial LLC | 644 | $481.6K | 0.14% | +18+2.9% | Added |
| Davidson Capital Management Inc. | 645 | $481.7K | 0.08% | 00.0% | Unchanged |
| Eliot Finkel Investment Counsel, LLC | 645 | $481.7K | 0.23% | 00.0% | Unchanged |
| Templeton & Phillips Capital Management, LLC | 645 | $481.7K | 0.35% | 00.0% | Unchanged |
| Troutman Wealth Management, LLC | 646 | $482.1K | 0.37% | +2+0.3% | Added |
| Bulwark Capital Corp | 646 | $482.5K | 0.27% | −135−17.3% | Reduced |
| Salvus Wealth Management, LLC | 647 | $482.8K | 0.27% | −79−10.9% | Reduced |
| Capital Squared Financial LLC | 647 | $482.8K | 0.32% | +12+1.9% | Added |
| Cardinal Capital Management | 645 | $483.0K | 0.06% | +100+18.3% | Added |
| Graham Capital Wealth Management, LLC | 647 | $483.0K | 0.37% | +11+1.7% | Added |
| Balanced Wealth Group LLC | 648 | $484.0K | 0.15% | +2+0.3% | Added |
| 49 Wealth Management, LLC | 653 | $487.4K | 0.09% | −1,123−63.2% | Reduced |
| Alongside, LLC | 653 | $487.4K | 0.09% | +653 | New |
| Palatine Hill Wealth Management, LLC | 654 | $488.5K | 0.39% | +209+47.0% | Added |