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 |
|---|---|---|---|---|---|
| Elite Financial, Inc. | 751 | $562.0K | 0.23% | 00.0% | Unchanged |
| First National Advisers, LLC | 753 | $562.3K | 0.08% | 00.0% | Unchanged |
| North Forty Two & Co. | 753 | $562.5K | 0.48% | −9−1.2% | Reduced |
| Total Wealth Planning & Management, Inc. | 754 | $563.2K | 0.41% | +44+6.2% | Added |
| Legacy Wealth Managment, LLC | 755 | $563.6K | 0.23% | +238+46.0% | Added |
| Directional Asset Management | 755 | $563.7K | 0.54% | −73−8.8% | Reduced |
| Farrow Financial Inc. | 756 | $564.6K | 0.30% | −36−4.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 758 | $565.8K | 0.06% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 762 | $569.4K | 0.11% | −167−18.0% | Reduced |
| Fortitude Family Office, LLC | 765 | $571.0K | 0.11% | +1+0.1% | Added |
| Mittelman Wealth Management | 764 | $571.2K | 0.38% | +90+13.4% | Added |
| Congress Park Capital LLC | 767 | $572.4K | 0.15% | −340−30.7% | Reduced |
| WESPAC Advisors, LLC | 767 | $572.7K | 0.28% | −354−31.6% | Reduced |
| Opus Capital Group, LLC | 769 | $575.0K | 0.06% | −155−16.8% | Reduced |
| Legacy Bridge, LLC | 770 | $575.3K | 0.18% | +46+6.4% | Added |
| ARK & TLK Investments, LLC | 771 | $575.8K | 0.14% | 00.0% | Unchanged |
| Vannoy Advisory Group, Inc. | 771 | $575.8K | 0.33% | 00.0% | Unchanged |
| Schoolcraft Capital LLC | 771 | $575.8K | 0.10% | 00.0% | Unchanged |
| Integrity Investment Advisors, LLC | 772 | $576.5K | 0.25% | −19−2.4% | Reduced |
| Detalus Advisors, LLC | 774 | $577.7K | 0.11% | +44+6.0% | Added |
| Mountain Capital Investment Advisors, Inc | 774 | $577.8K | 0.08% | +47+6.5% | Added |
| Planned Solutions, Inc. | 774 | $578.0K | 0.17% | 00.0% | Unchanged |
| PCM Encore, LLC | 775 | $578.7K | 0.10% | −81−9.5% | Reduced |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 775 | $578.7K | 0.45% | 00.0% | Unchanged |
| Ipsen Advisor Group LLC | 776 | $579.2K | 0.37% | −13−1.6% | Reduced |
| Darwin Advisors, LLC | 778 | $581.1K | 0.16% | −14−1.8% | Reduced |
| HC Advisors, LLC | 780 | $582.7K | 0.35% | −116−12.9% | Reduced |
| Crew Capital Management, Ltd. | 782 | $584.0K | 0.32% | 00.0% | Unchanged |
| Stonekeep Investments, LLC | 782 | $584.0K | 0.34% | −1−0.1% | Reduced |
| Lantern Wealth Advisors, LLC | 698 | $584.5K | 0.27% | −84−10.7% | Reduced |
| Western Pacific Wealth Management, LP | 783 | $584.9K | 0.53% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 761 | $585.7K | 0.35% | −67−8.1% | Reduced |
| American Investment Services, Inc. | 785 | $586.2K | 0.12% | −38−4.6% | Reduced |
| Parkway Wealth Management Group, LLC | 787 | $587.5K | 0.07% | 00.0% | Unchanged |
| Boulder Wealth Advisors, LLC | 787 | $587.5K | 0.21% | 00.0% | Unchanged |
| Finward Bancorp | 788 | $588.5K | 0.45% | −7−0.9% | Reduced |
| LifeGoal Wealth Advisors | 788 | $588.5K | 0.27% | +29+3.8% | Added |
| Alessandra Capital Management, LLC | 789 | $589.2K | 0.42% | −39−4.7% | Reduced |
| Spurstone Advisory Services, LLC | 792 | $590.6K | 8.07% | +201+34.0% | Added |
| Bluestem Financial Advisors, LLC | 791 | $590.7K | 0.21% | −282−26.3% | Reduced |
| Harbor Advisory Corp | 794 | $592.9K | 0.16% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 795 | $593.5K | 0.13% | +197+32.9% | Added |
| McNamara Financial Services, Inc. | 798 | $595.9K | 0.10% | +1+0.1% | Added |
| Legacy Advisory Services, LLC | 798 | $596.2K | 0.42% | +126+18.8% | Added |
| Asset Planning Services Inc | 799 | $597.0K | 0.25% | 00.0% | Unchanged |
| Sassicaia Capital Advisers LLC | 800 | $597.4K | 0.26% | 00.0% | Unchanged |
| Symmetry Peak Management LLC | 800 | $597.4K | 13.07% | +800 | New |
| Investment Counsel Co of Nevada | 801 | $598.4K | 1.12% | +415+107.5% | Added |
| Stone Loft Wealth Management LLC | 793 | $598.5K | 0.34% | 00.0% | Unchanged |
| New Capital Management LP | 802 | $598.9K | 0.14% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 802 | $599.0K | 0.07% | +290+56.6% | Added |
| Adell Harriman & Carpenter Inc | 803 | $599.7K | 0.03% | −150−15.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 803 | $599.7K | 0.12% | +11+1.4% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 805 | $601.1K | 0.82% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 806 | $602.1K | 2.36% | −14−1.7% | Reduced |
| Lakeshore Financial Planning, Inc. | 807 | $602.6K | 0.19% | +134+19.9% | Added |
| Broadway Wealth Solutions, Inc. | 808 | $603.0K | 0.28% | +2+0.2% | Added |
| GDS Wealth Management | 542 | $603.8K | 0.03% | +307+130.6% | Added |
| Rose Capital Advisors LLC | 810 | $604.9K | 0.32% | +810 | New |
| Hudson Oak Wealth Advisory LLC | 812 | $606.4K | 0.47% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 813 | $607.0K | 0.16% | −67−7.6% | Reduced |
| Atlas Wealth Partners, LLC | 813 | $607.1K | 0.66% | −309−27.5% | Reduced |
| Straight Path Wealth Management | 813 | $607.3K | 0.14% | +1+0.1% | Added |
| Ares Financial Consulting, LLC | 813 | $607.3K | 0.44% | +492+153.3% | Added |
| Family Wealth Group, LLC | 814 | $608.2K | 0.32% | −5−0.6% | Reduced |
| ORG Wealth Partners, LLC | 814 | $609.2K | 0.09% | −234−22.3% | Reduced |
| Solutions 4 Wealth, Ltd | 817 | $610.0K | 0.79% | −318−28.0% | Reduced |
| Hamilton Capital Partners, LLC | 818 | $610.9K | 0.18% | −7,430−90.1% | Reduced |
| Strategic Financial Partners, Ltd. | 818 | $610.9K | 0.23% | +207+33.9% | Added |
| Kelly Financial Group LLC | 819 | $611.9K | 0.14% | +15+1.9% | Added |
| Worth Asset Management, LLC | 820 | $612.5K | 0.20% | 00.0% | Unchanged |
| MWA Asset Management | 822 | $613.8K | 0.28% | −150−15.4% | Reduced |
| Colonial River Wealth Management, LLC | 822 | $613.8K | 0.17% | +4+0.5% | Added |
| Quest 10 Wealth Builders, Inc. | 822 | $614.3K | 0.48% | 00.0% | Unchanged |
| Palo DS Manager LLC | 824 | $615.3K | 0.25% | 00.0% | Unchanged |
| KWB Wealth | 824 | $615.3K | 0.05% | +291+54.6% | Added |
| Real Talk Capital, LLC | 824 | $615.3K | 0.46% | +824 | New |
| Flaharty Asset Management, LLC | 827 | $615.7K | 0.88% | −3,155−79.2% | Reduced |
| Ames National Corp | 828 | $618.3K | 0.34% | 00.0% | Unchanged |
| Boyd Wealth Management, LLC | 828 | $618.3K | 0.23% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 830 | $619.8K | 0.07% | −30−3.5% | Reduced |
| City Center Advisors, LLC | 832 | $621.5K | 0.50% | −8−1.0% | Reduced |
| Parkshore Wealth Management, Inc. | 833 | $621.8K | 0.18% | +2+0.2% | Added |
| SLT Holdings LLC | 833 | $622.1K | 0.40% | −21−2.5% | Reduced |
| Creative Capital Management Investments LLC | 833 | $622.1K | 0.14% | −4−0.5% | Reduced |
| Lauer Wealth, LLC | 828 | $622.5K | 0.42% | −50−5.7% | Reduced |
| Instrumental Wealth, LLC | 835 | $623.7K | 0.32% | +39+4.9% | Added |
| Aviso Wealth Management | 838 | $625.8K | 0.25% | +14+1.7% | Added |
| Beacon Investment Advisors LLC | 838 | $626.3K | 0.20% | 00.0% | Unchanged |
| Farnam Financial LLC | 839 | $626.5K | 0.46% | 00.0% | Unchanged |
| Barton Investment Management | 839 | $626.5K | 0.08% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 842 | $628.5K | 0.07% | −60−6.7% | Reduced |
| WJ Wealth Management, LLC | 843 | $628.6K | 0.25% | −6−0.7% | Reduced |
| Eastover Investment Advisors LLC | 845 | $631.0K | 0.25% | 00.0% | Unchanged |
| Jupiter Topco LLC | 845 | $631.4K | 0.00% | +845 | New |
| Arjuna Capital | 847 | $632.5K | 0.14% | 00.0% | Unchanged |
| Grant Private Wealth Management Inc | 850 | $634.8K | 0.27% | −8−0.9% | Reduced |
| Rahlfs Capital, LLC | 850 | $634.8K | 0.47% | 00.0% | Unchanged |
| Beck Capital Management, LLC | 852 | $636.2K | 0.12% | −76−8.2% | Reduced |
| Advocacy Wealth Management Services, LLC | 852 | $636.2K | 0.02% | −1−0.1% | Reduced |