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 |
|---|---|---|---|---|---|
| Manning & Napier Advisors LLC | 20,091 | $15.0M | 0.19% | −644−3.1% | Reduced |
| Napier Financial, LLC | 20,044 | $15.0M | 3.12% | −550−2.7% | Reduced |
| Hardworking Capital Advisors, LLC | 20,007 | $14.9M | 12.21% | +20,007 | New |
| Berman McAleer LLC | 19,986 | $14.9M | 1.73% | −181−0.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 19,957 | $14.9M | 0.93% | −196−1.0% | Reduced |
| Clear Wave Wealth Management LLC | 19,950 | $14.9M | 3.31% | −588−2.9% | Reduced |
| Financial Guidance Group, Inc. | 19,941 | $14.9M | 5.57% | −69−0.3% | Reduced |
| Verus Capital Partners, LLC | 19,902 | $14.9M | 0.80% | +5,814+41.3% | Added |
| Mather Group, LLC. | 19,880 | $14.8M | 0.13% | +1,516+8.3% | Added |
| Nisa Investment Advisors, LLC | 19,823 | $14.8M | 0.05% | −90.0% | Reduced |
| McLaughlin Asset Management, Inc. | 19,845 | $14.8M | 10.21% | +6,029+43.6% | Added |
| AAFMAA Wealth Management & Trust LLC | 19,784 | $14.8M | 5.16% | +794+4.2% | Added |
| Bedel Financial Consulting, Inc. | 19,763 | $14.8M | 1.42% | +432+2.2% | Added |
| Appleton Partners Inc | 19,653 | $14.7M | 0.90% | −417−2.1% | Reduced |
| Estate Planners Group, LLC | 19,651 | $14.7M | 6.64% | +4,673+31.2% | Added |
| J.Safra Asset Management Corp | 19,628 | $14.7M | 0.68% | +90.0% | Added |
| Waterloo Capital, L.P. | 19,615 | $14.6M | 0.83% | +3,786+23.9% | Added |
| Van Hulzen Asset Management, LLC | 19,608 | $14.6M | 1.04% | −70−0.4% | Reduced |
| Ancora Advisors, LLC | 19,604 | $14.6M | 0.28% | −447−2.2% | Reduced |
| Boxwood Ventures, Inc. | 19,550 | $14.6M | 8.74% | +10.0% | Added |
| Kaizen Financial Strategies | 19,616 | $14.6M | 5.78% | −6,609−25.2% | Reduced |
| Tulsa Wealth Advisors, INC | 19,554 | $14.6M | 2.06% | −758−3.7% | Reduced |
| MMBG Investment Advisors Co. | 19,470 | $14.6M | 1.15% | −1,984−9.2% | Reduced |
| HBK Sorce Advisory LLC | 18,922 | $14.6M | 0.28% | −643−3.3% | Reduced |
| TSFG, LLC | 19,505 | $14.6M | 1.83% | −120−0.6% | Reduced |
| Quadcap Wealth Management, LLC | 19,399 | $14.5M | 1.41% | −293−1.5% | Reduced |
| Luken Investment Analytics, LLC | 19,297 | $14.4M | 5.04% | −199−1.0% | Reduced |
| Northside Capital Management, LLC | 19,282 | $14.4M | 1.18% | −279−1.4% | Reduced |
| Ullmann Financial Group, Inc. | 19,212 | $14.3M | 1.30% | +70.0% | Added |
| Alpine Global Management, LLC | 19,182 | $14.3M | 2.36% | +10,172+112.9% | Added |
| Bricktown Capital, LLC | 19,100 | $14.3M | 2.58% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 19,088 | $14.3M | 0.25% | +2,181+12.9% | Added |
| Montecito Bank & Trust | 19,054 | $14.2M | 2.13% | −559−2.9% | Reduced |
| RB Capital Management, LLC | 19,045 | $14.2M | 2.78% | +229+1.2% | Added |
| Simplicity Wealth,LLC | 20,058 | $14.2M | 0.48% | +13,551+208.3% | Added |
| B&D White Capital Company, LLC | 18,946 | $14.1M | 1.41% | +15,194+405.0% | Added |
| Sequent Asset Management, LLC | 18,938 | $14.1M | 5.96% | −187−1.0% | Reduced |
| Clune & Associates, Ltd. | 18,920 | $14.1M | 2.14% | −3,117−14.1% | Reduced |
| Lyell Wealth Management, LP | 18,915 | $14.1M | 0.87% | +86+0.5% | Added |
| MidAtlantic Capital Management, Inc. | 18,896 | $14.1M | 8.77% | −50.0% | Reduced |
| Eagle Strategies LLC | 18,883 | $14.1M | 1.40% | +561+3.1% | Added |
| McLean Asset Management Corp | 18,790 | $14.0M | 1.86% | −234−1.2% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 18,782 | $14.0M | 3.26% | −10.0% | Reduced |
| Garde Capital, Inc. | 18,695 | $14.0M | 0.63% | +7,322+64.4% | Added |
| Principle Wealth Partners LLC | 18,688 | $14.0M | 0.69% | +1,175+6.7% | Added |
| Sage Mountain Advisors LLC | 18,667 | $13.9M | 0.86% | −316−1.7% | Reduced |
| Intrust Bank NA | 18,628 | $13.9M | 1.03% | 00.0% | Unchanged |
| CDM Financial Counseling Services, Inc. | 18,592 | $13.9M | 11.96% | −584−3.0% | Reduced |
| Compass Ion Advisors, LLC | 18,557 | $13.9M | 1.19% | −347−1.8% | Reduced |
| Milestone Asset Management, LLC | 18,489 | $13.8M | 2.17% | +16,968+1,115.6% | Added |
| Vista Investment Partners LLC | 18,486 | $13.8M | 3.49% | +29+0.2% | Added |
| Conscious Wealth Investments, LLC | 18,394 | $13.8M | 7.08% | −807−4.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 18,404 | $13.7M | 3.32% | −14−0.1% | Reduced |
| TCP Asset Management, LLC | 18,389 | $13.7M | 1.56% | −60.0% | Reduced |
| Global Trust Wealth Management LLC | 18,340 | $13.7M | 9.43% | −7,436−28.8% | Reduced |
| Courier Capital LLC | 18,337 | $13.7M | 0.68% | +2,257+14.0% | Added |
| First Citizens Bank & Trust Co | 18,299 | $13.7M | 0.20% | −711−3.7% | Reduced |
| Tandem Financial, LLC | 18,217 | $13.6M | 4.39% | +757+4.3% | Added |
| Mayflower Financial Advisors, LLC | 18,249 | $13.6M | 1.18% | −255−1.4% | Reduced |
| Paulson Wealth Management Inc. | 18,155 | $13.6M | 2.88% | −106−0.6% | Reduced |
| Quintet Private Bank (Europe) S.A. | 18,149 | $13.6M | 0.85% | −1,590−8.1% | Reduced |
| Bigelow Investment Advisors, LLC | 18,132 | $13.5M | 4.90% | −407−2.2% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 18,131 | $13.5M | 4.49% | +1,304+7.7% | Added |
| E Fund Management Co., Ltd. | 18,131 | $13.5M | 0.30% | +1,304+7.7% | Added |
| Lee-Kelleher Wealth Management | 18,095 | $13.5M | 7.07% | −176−1.0% | Reduced |
| Perennial Advisors, LLC | 13,072 | $13.5M | 2.08% | +1,160+9.7% | Added |
| Lynch Investment Planning, LLC | 18,066 | $13.5M | 10.37% | +995+5.8% | Added |
| Capital Research Global Investors | 18,193 | $13.5M | 0.00% | −24,014−56.9% | Reduced |
| Wealth Dimensions Group, Ltd. | 18,037 | $13.5M | 2.41% | −110−0.6% | Reduced |
| Monetta Financial Services Inc | 18,000 | $13.4M | 9.06% | 00.0% | Unchanged |
| South Shore Capital Advisors | 17,989 | $13.4M | 8.99% | +427+2.4% | Added |
| Arete Wealth Advisors, LLC | 17,951 | $13.4M | 0.89% | −11,283−38.6% | Reduced |
| LMG Wealth Partners, LLC | 17,924 | $13.4M | 2.14% | +10+0.1% | Added |
| Voisard Asset Management Group, Inc. | 17,892 | $13.4M | 2.53% | −52−0.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 17,847 | $13.3M | 1.62% | −196−1.1% | Reduced |
| Gamco Investors, Inc. Et Al | 17,795 | $13.3M | 0.12% | −15,554−46.6% | Reduced |
| Canopy Partners, LLC | 17,781 | $13.3M | 3.99% | 00.0% | Unchanged |
| Assetmark, Inc | 17,759 | $13.3M | 0.02% | +3,075+20.9% | Added |
| Money Concepts Capital Corp | 17,722 | $13.2M | 0.61% | +1,841+11.6% | Added |
| Oxler Private Wealth LLC | 17,693 | $13.2M | 3.78% | −774−4.2% | Reduced |
| Sage Capital Advisors,llc | 17,682 | $13.2M | 2.74% | +45+0.3% | Added |
| Cypress Wealth Services, LLC | 17,649 | $13.2M | 1.62% | +688+4.1% | Added |
| Verity Asset Management, Inc. | 17,596 | $13.1M | 4.97% | +2,386+15.7% | Added |
| Untitled Investments LP | 17,584 | $13.1M | 5.11% | +17,584 | New |
| RMR Wealth Builders | 17,544 | $13.1M | 0.81% | +58+0.3% | Added |
| First International Bank of Israel Ltd. | 17,542 | $13.1M | 3.57% | −342−1.9% | Reduced |
| Endeavor Private Wealth, Inc. | 17,493 | $13.1M | 3.18% | +3,096+21.5% | Added |
| Northstar Asset Management LLC | 17,718 | $13.1M | 2.47% | +180+1.0% | Added |
| Heritage Wealth Advisors | 17,513 | $13.1M | 0.45% | +351+2.0% | Added |
| Union Savings Bank | 17,504 | $13.1M | 5.25% | −1,498−7.9% | Reduced |
| Empower Advisory Group, LLC | 17,496 | $13.1M | 0.03% | −4,079−18.9% | Reduced |
| Ryan Investment Management, Inc. | 17,462 | $13.0M | 5.90% | +17,462 | New |
| Hillcrest Wealth Advisors - NY, LLC | 17,458 | $13.0M | 4.67% | −450−2.5% | Reduced |
| LVM Capital Management Ltd | 17,432 | $13.0M | 1.09% | −391−2.2% | Reduced |
| Midwest Financial Network, LLC | 17,432 | $13.0M | 8.89% | +2,012+13.0% | Added |
| Nixon Peabody Trust Co | 17,403 | $13.0M | 0.92% | −1,690−8.9% | Reduced |
| Hourglass Capital, LLC | 17,372 | $13.0M | 2.55% | +208+1.2% | Added |
| Schroder Investment Management Group | 17,443 | $12.9M | 0.01% | −1,848−9.6% | Reduced |
| Ameritas Investment Partners, Inc. | 17,288 | $12.9M | 0.34% | +690+4.2% | Added |
| Coastal Bridge Advisors, LLC | 17,288 | $12.9M | 0.80% | +684+4.1% | Added |