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 |
|---|---|---|---|---|---|
| Opulen Financial Group LLC | 23,752 | $17.7M | 11.16% | +264+1.1% | Added |
| Flagship Private Wealth, LLC | 23,725 | $17.7M | 6.26% | −1,209−4.8% | Reduced |
| Bouchey Financial Group Ltd | 23,671 | $17.7M | 1.14% | −128−0.5% | Reduced |
| Shared Vision Wealth Group LLC | 23,565 | $17.6M | 6.05% | +5,695+31.9% | Added |
| Wedmont Private Capital | 23,305 | $17.6M | 0.48% | +1,013+4.5% | Added |
| Camden Capital, LLC | 23,492 | $17.5M | 0.87% | +362+1.6% | Added |
| ALM First Financial Advisors, LLC | 23,473 | $17.5M | 2.95% | +4,472+23.5% | Added |
| Flagship Wealth Advisors, LLC | 23,394 | $17.5M | 3.91% | +3,632+18.4% | Added |
| Betterment LLC | 23,386 | $17.5M | 0.03% | +1,306+5.9% | Added |
| Ferguson Wellman Capital Management, Inc | 23,364 | $17.4M | 0.21% | +1,321+6.0% | Added |
| Accredited Investors Inc. | 23,357 | $17.4M | 0.75% | −220−0.9% | Reduced |
| South State Corp. | 23,323 | $17.4M | 0.73% | +634+2.8% | Added |
| Moneywise, Inc. | 23,276 | $17.4M | 6.48% | −881−3.6% | Reduced |
| Destination Wealth Management | 23,267 | $17.4M | 0.41% | −522−2.2% | Reduced |
| CWA Asset Management Group, LLC | 23,170 | $17.3M | 0.53% | +1,505+6.9% | Added |
| Coral Wealth Management, LLC | 23,144 | $17.3M | 14.16% | −30.0% | Reduced |
| Nvest Financial, LLC | 23,119 | $17.3M | 5.46% | +2,669+13.1% | Added |
| West Paces Advisors Inc. | 23,098 | $17.2M | 2.89% | −284−1.2% | Reduced |
| Evergreen Wealth Solutions, LLC | 22,159 | $17.2M | 0.90% | −2,705−10.9% | Reduced |
| Cambridge Associates LLC | 23,071 | $17.2M | 0.25% | +529+2.3% | Added |
| Paladin Partners, LLC | 23,064 | $17.2M | 11.39% | +680+3.0% | Added |
| Foguth Wealth Management, LLC. | 23,195 | $17.2M | 1.96% | +2,863+14.1% | Added |
| Laurel Wealth Advisors LLC | 22,864 | $17.1M | 1.65% | −412−1.8% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 22,814 | $17.1M | 0.30% | −707−3.0% | Reduced |
| Fortis Group Advisors, LLC | 22,809 | $17.0M | 2.72% | −526−2.3% | Reduced |
| Hopwood Financial Services, Inc. | 22,788 | $17.0M | 9.86% | −90−0.4% | Reduced |
| Bensler, LLC | 22,765 | $17.0M | 1.50% | +2,812+14.1% | Added |
| Grove Bank & Trust | 22,763 | $17.0M | 1.69% | +1,012+4.7% | Added |
| Pathway Financial Advisors LLC | 22,771 | $17.0M | 1.98% | −1,196−5.0% | Reduced |
| Torrey-Payne Wealth Management, LLC | 22,568 | $16.9M | 13.86% | −352−1.5% | Reduced |
| Guardian Wealth Advisors, LLC | 22,505 | $16.8M | 0.95% | −986−4.2% | Reduced |
| SFMG, LLC | 22,501 | $16.8M | 1.02% | +1,703+8.2% | Added |
| Fulton Breakefield Broenniman LLC | 22,490 | $16.8M | 0.99% | −506−2.2% | Reduced |
| FCG Investment Co | 22,487 | $16.8M | 5.81% | −12,796−36.3% | Reduced |
| MONECO Advisors, LLC | 22,283 | $16.6M | 1.02% | −253−1.1% | Reduced |
| Berger Financial Group, Inc | 22,190 | $16.6M | 0.85% | −620−2.7% | Reduced |
| Morton Brown Family Wealth, LLC | 22,163 | $16.6M | 3.75% | −53−0.2% | Reduced |
| Blueprint Financial Advisors LLC | 22,129 | $16.5M | 1.84% | +8,451+61.8% | Added |
| Tandem Wealth Advisors LLC | 22,120 | $16.5M | 6.57% | −1,079−4.7% | Reduced |
| GeoWealth Management, LLC | 22,102 | $16.5M | 0.52% | +161+0.7% | Added |
| Hickory Point Bank & Trust | 22,101 | $16.5M | 10.01% | −100.0% | Reduced |
| Raleigh Capital Management Inc. | 21,983 | $16.4M | 5.24% | +3,359+18.0% | Added |
| Schnieders Capital Management, LLC. | 21,981 | $16.4M | 2.15% | +547+2.6% | Added |
| Flatrock Wealth Partners LLC | 21,923 | $16.4M | 6.45% | +257+1.2% | Added |
| AGH Wealth Advisors, LLC | 21,937 | $16.4M | 10.34% | +594+2.8% | Added |
| Navis Wealth Advisors, LLC | 21,918 | $16.4M | 6.21% | +13+0.1% | Added |
| CRA Financial Services, LLC | 21,874 | $16.3M | 1.88% | +195+0.9% | Added |
| Level Four Advisory Services, LLC | 21,835 | $16.3M | 0.46% | −242−1.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 21,777 | $16.3M | 2.47% | +16+0.1% | Added |
| Johnson Financial Group, LLC | 21,757 | $16.2M | 0.88% | +3,086+16.5% | Added |
| BOS Asset Management, LLC | 21,691 | $16.2M | 3.76% | −5,535−20.3% | Reduced |
| Stordahl Capital Management, Inc. | 21,670 | $16.2M | 2.96% | −290−1.3% | Reduced |
| Pinnacle Family Advisors, LLC | 21,601 | $16.1M | 6.77% | −1,855−7.9% | Reduced |
| Cypress Capital Group | 21,513 | $16.1M | 1.50% | +48+0.2% | Added |
| RH Tailwind Management, LLC | 21,500 | $16.1M | 7.50% | +21,500 | New |
| First Trust Advisors LP | 21,495 | $16.1M | 0.01% | +1,127+5.5% | Added |
| Silver Oak Securities, Inc | 21,473 | $16.0M | 0.97% | +2,543+13.4% | Added |
| BlueChip Wealth Advisors LLC | 21,365 | $16.0M | 6.05% | +231+1.1% | Added |
| Harbour Trust & Investment Management Co | 21,320 | $15.9M | 1.53% | −10.0% | Reduced |
| PFC Capital Group, Inc. | 21,317 | $15.9M | 6.12% | −477−2.2% | Reduced |
| BCJ Capital Management, LLC | 21,310 | $15.9M | 0.79% | −3,792−15.1% | Reduced |
| Advisortrust Partners, LLC | 21,304 | $15.9M | 5.44% | +16,035+304.3% | Added |
| Park Capital Management, LLC | 21,300 | $15.9M | 9.36% | +20,708+3,498.0% | Added |
| Advisors Capital Management, LLC | 21,285 | $15.9M | 0.17% | +288+1.4% | Added |
| Nwam LLC | 21,281 | $15.9M | 0.79% | +2,310+12.2% | Added |
| Agf Management Ltd | 21,261 | $15.9M | 0.06% | −1,086−4.9% | Reduced |
| American Asset Management Inc. | 21,259 | $15.9M | 12.95% | −1,469−6.5% | Reduced |
| SimpliFi, Inc. | 21,215 | $15.8M | 6.26% | +78+0.4% | Added |
| Safe Harbor Fiduciary, LLC | 21,187 | $15.8M | 12.32% | −548−2.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 21,185 | $15.8M | 0.98% | +277+1.3% | Added |
| Patriot Investment Management Inc. | 21,151 | $15.8M | 0.92% | −100−0.5% | Reduced |
| Comprehensive Financial Management LLC | 21,142 | $15.8M | 0.52% | 00.0% | Unchanged |
| Patten & Patten Inc | 21,138 | $15.8M | 0.84% | −285−1.3% | Reduced |
| Chicago Capital, LLC | 21,130 | $15.8M | 0.38% | −1,231−5.5% | Reduced |
| Evanson Financial, LLC | 21,122 | $15.8M | 0.78% | +21,122 | New |
| Obermeyer Wood Investment Counsel, LLLP | 21,101 | $15.8M | 0.64% | −655−3.0% | Reduced |
| Grimes & Company, Inc. | 21,072 | $15.7M | 0.34% | +150+0.7% | Added |
| Claro Advisors LLC | 21,062 | $15.7M | 1.65% | −365−1.7% | Reduced |
| Oxinas Partners Wealth Management LLC | 21,060 | $15.7M | 6.20% | +969+4.8% | Added |
| Sepio Capital, LP | 21,053 | $15.7M | 0.79% | −7,621−26.6% | Reduced |
| Grandview Asset Management LLC | 21,052 | $15.7M | 3.90% | −512−2.4% | Reduced |
| X-Square Capital, LLC | 20,879 | $15.6M | 3.96% | +689+3.4% | Added |
| Cyndeo Wealth Partners, LLC | 20,827 | $15.6M | 0.73% | −606−2.8% | Reduced |
| EFG International AG | 20,768 | $15.5M | 0.28% | −2,028−8.9% | Reduced |
| SBI Securities Co., Ltd. | 20,770 | $15.5M | 0.35% | −1,250−5.7% | Reduced |
| Gambit Capital Management, LLC | 20,760 | $15.5M | 9.04% | +3,081+17.4% | Added |
| Midwestern Financial, LLC | 20,736 | $15.5M | 10.84% | +776+3.9% | Added |
| Ehrenkranz Partners L.P. | 20,722 | $15.5M | 8.93% | +4,339+26.5% | Added |
| Legacy Wealth Advisors, LLC | 20,605 | $15.4M | 6.66% | −5,944−22.4% | Reduced |
| Transcend Wealth Collective, LLC | 20,528 | $15.3M | 1.04% | −838−3.9% | Reduced |
| Mayport, LLC | 20,483 | $15.3M | 2.37% | +14,536+244.4% | Added |
| Moody Lynn & Lieberson, LLC | 20,427 | $15.3M | 0.80% | +2,879+16.4% | Added |
| JFS Wealth Advisors, LLC | 20,373 | $15.2M | 0.76% | +192+1.0% | Added |
| Catalyst Financial Partners LLC | 20,371 | $15.2M | 1.51% | −51−0.2% | Reduced |
| Tfo-TDC, LLC | 20,362 | $15.2M | 1.65% | +592+3.0% | Added |
| Russell Investments Group, Ltd. | 20,200 | $15.1M | 0.01% | +440+2.2% | Added |
| Venturi Wealth Management, LLC | 20,197 | $15.1M | 0.58% | +4,763+30.9% | Added |
| Morangie Management LLC | 20,120 | $15.1M | 12.51% | −81−0.4% | Reduced |
| Ami Investment Management Inc | 20,153 | $15.0M | 3.20% | −100−0.5% | Reduced |
| Trust Point Inc. | 20,118 | $15.0M | 1.28% | +231+1.2% | Added |