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 |
|---|---|---|---|---|---|
| Royal Capital Wealth Management, LLC | 33,110 | $24.7M | 13.88% | −68−0.2% | Reduced |
| Tikvah Management LLC | 33,104 | $24.7M | 7.51% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 33,010 | $24.7M | 5.10% | +4,430+15.5% | Added |
| Securian Asset Management, Inc | 33,000 | $24.5M | 0.88% | 00.0% | Unchanged |
| Compass Financial Group, Inc. (Ohio) | 32,711 | $24.4M | 16.33% | +669+2.1% | Added |
| PCG Wealth Advisors, LLC | 32,638 | $24.4M | 5.44% | +2,361+7.8% | Added |
| Zurich Insurance Group Ltd | 32,620 | $24.4M | 0.17% | +19,090+141.1% | Added |
| Thrive Wealth Management, LLC | 32,564 | $24.3M | 3.13% | +142+0.4% | Added |
| WealthBridge Capital Management, LLC | 32,533 | $24.3M | 4.83% | +230+0.7% | Added |
| Boston Private Wealth LLC | 32,525 | $24.3M | 1.53% | −805−2.4% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 32,482 | $24.3M | 4.86% | +3,921+13.7% | Added |
| Strategic Equity Management | 32,397 | $24.2M | 8.12% | −3,836−10.6% | Reduced |
| Paragon Financial Partners, Inc. | 32,376 | $24.2M | 13.00% | −197−0.6% | Reduced |
| Integrity Alliance, LLC. | 32,378 | $24.2M | 0.76% | +3,445+11.9% | Added |
| TCTC Holdings, LLC | 32,333 | $24.1M | 0.63% | −663−2.0% | Reduced |
| Private Trust Co NA | 32,206 | $24.1M | 1.92% | −1,782−5.2% | Reduced |
| BKD Wealth Advisors, LLC | 32,200 | $24.0M | 0.40% | −232−0.7% | Reduced |
| Sovran Advisors, LLC | 32,419 | $24.0M | 1.79% | +1,921+6.3% | Added |
| Brave Asset Management Inc | 32,029 | $23.9M | 5.12% | +1,905+6.3% | Added |
| Meridian Wealth Advisors, LLC | 31,988 | $23.9M | 2.71% | +628+2.0% | Added |
| Lansing Street Advisors | 31,837 | $23.8M | 5.08% | +13,012+69.1% | Added |
| Quattro Financial Advisors LLC | 31,759 | $23.7M | 5.07% | +8,545+36.8% | Added |
| Aprio Wealth Management, LLC | 31,713 | $23.7M | 1.17% | −997−3.0% | Reduced |
| Savvy Advisors, Inc. | 31,694 | $23.7M | 0.51% | +1,460+4.8% | Added |
| Pettinga Financial Advisors, LLC | 31,658 | $23.6M | 3.79% | +4,597+17.0% | Added |
| Pioneer Trust Bank N A | 31,543 | $23.6M | 5.34% | −838−2.6% | Reduced |
| Clarus Wealth Advisors | 31,542 | $23.5M | 9.06% | −557−1.7% | Reduced |
| Sagespring Wealth Partners, LLC | 31,417 | $23.5M | 0.36% | +24,426+349.4% | Added |
| Advisory Solutions Group, LLC | 31,372 | $23.4M | 8.02% | +31,372 | New |
| Romano Brothers and Company | 31,327 | $23.4M | 2.35% | −125−0.4% | Reduced |
| Leavell Investment Management, Inc. | 31,237 | $23.4M | 0.85% | −577−1.8% | Reduced |
| AdvisorNet Financial, Inc | 31,275 | $23.4M | 1.07% | +1,212+4.0% | Added |
| Humankind Investments LLC | 31,170 | $23.3M | 11.13% | 00.0% | Unchanged |
| Tempo Wealth, LLC | 31,162 | $23.3M | 3.45% | −57−0.2% | Reduced |
| Aaron Wealth Advisors | 31,147 | $23.3M | 1.18% | +7,282+30.5% | Added |
| Hardy Reed LLC | 30,942 | $23.1M | 1.48% | −511−1.6% | Reduced |
| PCG Asset Management, LLC | 30,741 | $23.0M | 16.50% | 00.0% | Unchanged |
| Solstein Capital, LLC | 30,798 | $23.0M | 7.87% | +19+0.1% | Added |
| Wesbanco Bank Inc | 30,783 | $23.0M | 0.57% | −28−0.1% | Reduced |
| Sentinel Trust Co Lba | 30,775 | $23.0M | 2.04% | −1,008−3.2% | Reduced |
| Davenport & Co LLC | 30,703 | $22.9M | 0.12% | +1,757+6.1% | Added |
| Chilton Capital Management LLC | 30,664 | $22.9M | 0.72% | −10.0% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 30,656 | $22.9M | 4.34% | 00.0% | Unchanged |
| Paul Damon & Associates, Inc. | 30,607 | $22.9M | 8.86% | −49−0.2% | Reduced |
| Bluefin Capital Management, LLC | 30,604 | $22.9M | 6.59% | +19,504+175.7% | Added |
| SVRN Asset Management, LLC | 30,596 | $22.8M | 11.75% | +30,141+6,624.4% | Added |
| Fayez Sarofim & Co | 30,549 | $22.8M | 0.05% | −4,038−11.7% | Reduced |
| Sincerus Advisory, LLC | 30,511 | $22.8M | 15.47% | −191−0.6% | Reduced |
| Royal Fund Management, LLC | 30,509 | $22.8M | 1.90% | +21,035+222.0% | Added |
| CX Institutional | 30,467 | $22.8M | 0.66% | +2,739+9.9% | Added |
| EverSource Wealth Advisors, LLC | 30,403 | $22.7M | 0.77% | +322+1.1% | Added |
| Umb Bank N A | 30,356 | $22.7M | 0.29% | −20.0% | Reduced |
| Cordoba Advisory Partners LLC | 30,274 | $22.7M | 4.80% | −42,858−58.6% | Reduced |
| West Branch Capital LLC | 30,320 | $22.6M | 5.26% | +151+0.5% | Added |
| Jacksonville Wealth Management, LLC | 30,225 | $22.6M | 12.77% | +1,476+5.1% | Added |
| WestEnd Advisors, LLC | 30,214 | $22.6M | 0.50% | +4,632+18.1% | Added |
| AXA S.A. | 34,766 | $22.5M | 26.22% | −33,163−48.8% | Reduced |
| Annandale Capital, LLC | 30,170 | $22.5M | 3.34% | −396−1.3% | Reduced |
| Kopp Family Office, LLC | 30,163 | $22.5M | 13.80% | +274+0.9% | Added |
| Nilsine Partners, LLC | 30,155 | $22.5M | 1.56% | +117+0.4% | Added |
| Symphony Financial, Ltd. Co. | 30,254 | $22.5M | 2.46% | +11,598+62.2% | Added |
| Delta Financial Advisors LLC | 30,116 | $22.5M | 5.34% | −711−2.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 30,103 | $22.5M | 1.00% | +640+2.2% | Added |
| Traction Financial Partners, LLC | 29,946 | $22.4M | 11.88% | +1,580+5.6% | Added |
| Legal & General Group Plc | 29,900 | $22.3M | 0.00% | 00.0% | Unchanged |
| Equitable Trust Co | 29,798 | $22.3M | 0.93% | +9,480+46.7% | Added |
| Hibernia Wealth Partners, LLC | 29,722 | $22.2M | 12.02% | −26,143−46.8% | Reduced |
| Afg Fiduciary Services Limited Partnership | 29,741 | $22.2M | 17.44% | −451,731−93.8% | Reduced |
| Foster & Motley Inc | 29,602 | $22.1M | 1.02% | +1,052+3.7% | Added |
| Magnolia Capital Management Ltd | 29,595 | $22.1M | 15.25% | −4,537−13.3% | Reduced |
| Perennial Investment Advisors, LLC | 29,542 | $22.1M | 1.47% | −623−2.1% | Reduced |
| Great Lakes Advisors, LLC | 29,518 | $22.0M | 0.17% | −520−1.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 29,487 | $22.0M | 1.02% | −729−2.4% | Reduced |
| Winthrop Advisory Group LLC | 29,388 | $22.0M | 1.48% | +336+1.2% | Added |
| Evelyn Partners Group Ltd | 29,458 | $22.0M | 0.41% | +29,458 | New |
| Calton & Associates, Inc. | 29,442 | $22.0M | 3.22% | −1,898−6.1% | Reduced |
| Ramiah Investment Group | 29,347 | $21.9M | 16.73% | +28,201+2,460.8% | Added |
| J. Safra Sarasin Holding AG | 32,517 | $21.9M | 0.31% | +1,115+3.6% | Added |
| Yousif Capital Management, LLC | 29,287 | $21.9M | 0.24% | −43,973−60.0% | Reduced |
| Clark Financial Services Group Inc | 29,280 | $21.9M | 10.32% | −467−1.6% | Reduced |
| YHB Investment Advisors, Inc. | 29,237 | $21.8M | 1.40% | −225−0.8% | Reduced |
| Salem Investment Counselors Inc | 29,172 | $21.8M | 0.54% | −549−1.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 28,883 | $21.6M | 0.54% | −711−2.4% | Reduced |
| SlateStone Wealth, LLC | 28,878 | $21.6M | 1.65% | −454−1.5% | Reduced |
| Resolute Partners Group | 28,800 | $21.6M | 5.17% | −1,729−5.7% | Reduced |
| Mycio Wealth Partners, LLC | 28,825 | $21.5M | 4.02% | +45+0.2% | Added |
| Lodestar Private Asset Management LLC | 28,732 | $21.5M | 1.86% | +56+0.2% | Added |
| Pinkerton Retirement Specialists, LLC | 32,922 | $21.4M | 1.84% | −37,276−53.1% | Reduced |
| Cornerstone Wealth Management, LLC | 28,653 | $21.4M | 0.92% | +302+1.1% | Added |
| Retirement Management Systems Inc. | 28,642 | $21.4M | 4.38% | +1,562+5.8% | Added |
| Gateway Wealth Partners, LLC | 28,610 | $21.4M | 1.28% | −26,361−48.0% | Reduced |
| Moors & Cabot, Inc. | 28,490 | $21.3M | 0.83% | +568+2.0% | Added |
| Rothschild Investment LLC | 28,407 | $21.2M | 0.79% | −414−1.4% | Reduced |
| Anb Bank | 28,403 | $21.2M | 7.91% | −498−1.7% | Reduced |
| Financial Management Professionals, Inc. | 28,168 | $21.1M | 2.00% | +23,140+460.2% | Added |
| Granite Bay Wealth Management, LLC | 28,166 | $21.0M | 1.94% | +25,400+918.3% | Added |
| Palisades Hudson Asset Management, L.P. | 28,155 | $21.0M | 7.36% | −109−0.4% | Reduced |
| Ciovacco Capital Management LLC | 28,159 | $21.0M | 9.35% | −534−1.9% | Reduced |
| New England Private Wealth Advisors LLC | 28,406 | $21.0M | 2.03% | −262−0.9% | Reduced |
| Solidarilty Wealth, LLC | 28,087 | $21.0M | 3.65% | −1,648−5.5% | Reduced |