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 |
|---|---|---|---|---|---|
| SpringVest Wealth Management LLC | 17,279 | $12.9M | 8.12% | +535+3.2% | Added |
| CSS LLC | 17,269 | $12.9M | 0.57% | +17,269 | New |
| Weil Company, Inc. | 17,246 | $12.9M | 2.27% | +224+1.3% | Added |
| Northern Financial Advisors Inc | 17,225 | $12.9M | 8.51% | +358+2.1% | Added |
| CFM Wealth Partners LLC | 17,217 | $12.9M | 1.64% | −227−1.3% | Reduced |
| KG&L Capital Management,LLC | 17,075 | $12.8M | 7.59% | −217−1.3% | Reduced |
| PFG Advisors | 17,043 | $12.7M | 0.64% | −4,880−22.3% | Reduced |
| Terry L. Blaker | 17,007 | $12.7M | 0.45% | −1,483−8.0% | Reduced |
| Spruce Point Capital Management, LLC | 17,000 | $12.7M | 23.54% | +2,000+13.3% | Added |
| Vident Advisory, LLC | 16,964 | $12.7M | 0.09% | −1,472−8.0% | Reduced |
| Peddock Capital Advisors, LLC | 16,956 | $12.7M | 2.53% | +470+2.9% | Added |
| CCG Wealth Management, LLC | 16,905 | $12.7M | 2.94% | −282−1.6% | Reduced |
| Caerus Investment Advisors, LLC | 16,900 | $12.6M | 4.26% | −19−0.1% | Reduced |
| Sykon Capital LLC | 16,891 | $12.6M | 3.88% | +16,498+4,198.0% | Added |
| Balboa Wealth Partners | 16,875 | $12.6M | 1.72% | −1,576−8.5% | Reduced |
| Codex Capital Asset Management L.L.C. | 16,870 | $12.6M | 4.36% | −400−2.3% | Reduced |
| Wernau Asset Management Inc. | 16,859 | $12.6M | 11.94% | −249−1.5% | Reduced |
| GatePass Capital, LLC | 16,739 | $12.5M | 4.77% | +5,065+43.4% | Added |
| RFG Advisory, LLC | 16,727 | $12.5M | 0.20% | +4,775+40.0% | Added |
| Legacy Edge Advisors, LLC | 16,685 | $12.5M | 1.14% | +286+1.7% | Added |
| Mission Creek Capital Partners, Inc. | 16,681 | $12.5M | 2.19% | −91−0.5% | Reduced |
| Pittenger & Anderson Inc | 16,663 | $12.4M | 0.45% | +485+3.0% | Added |
| Lewis Asset Management, LLC | 16,610 | $12.4M | 4.35% | +94+0.6% | Added |
| Oversea-Chinese Banking CORP Ltd | 16,582 | $12.4M | 0.29% | +200+1.2% | Added |
| Old North State Trust, LLC | 16,567 | $12.4M | 6.36% | −98−0.6% | Reduced |
| Financial Advisory Service, Inc. | 16,508 | $12.3M | 0.64% | +83+0.5% | Added |
| Second Half Financial Partners, LLC | 16,496 | $12.3M | 5.05% | −1,470−8.2% | Reduced |
| Lifeworks Advisors, LLC | 16,490 | $12.3M | 1.29% | +5,697+52.8% | Added |
| First Foundation Advisors | 16,489 | $12.3M | 0.44% | +869+5.6% | Added |
| Godsey & Gibb Associates | 16,410 | $12.3M | 1.01% | −34−0.2% | Reduced |
| Peak Asset Management, LLC | 16,349 | $12.2M | 1.79% | +43+0.3% | Added |
| Plancorp, LLC | 16,287 | $12.2M | 0.30% | −1,115−6.4% | Reduced |
| Compass Capital Corp | 15,660 | $12.1M | 3.94% | −756−4.6% | Reduced |
| Norden Group LLC | 16,222 | $12.1M | 0.99% | +223+1.4% | Added |
| Mount Capital Ltd | 16,200 | $12.1M | 4.57% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 16,198 | $12.1M | 0.22% | −431−2.6% | Reduced |
| Westfuller Advisors, LLC | 16,094 | $12.0M | 4.39% | +13,087+435.2% | Added |
| Allianz Asset Management GmbH | 16,100 | $12.0M | 0.01% | −41,200−71.9% | Reduced |
| Lazard Asset Management LLC | 16,081 | $12.0M | 0.02% | +5,886+57.7% | Added |
| Wealth Alliance | 16,042 | $12.0M | 1.00% | +1,223+8.3% | Added |
| Berkshire Asset Management LLC | 16,036 | $12.0M | 0.47% | −1,036−6.1% | Reduced |
| Planning Alternatives Ltd | 16,006 | $12.0M | 1.28% | −359−2.2% | Reduced |
| Advisory Alpha, LLC | 15,953 | $11.9M | 0.29% | −2,843−15.1% | Reduced |
| Main Street Financial Solutions, LLC | 15,935 | $11.9M | 0.76% | +1,121+7.6% | Added |
| Keating Financial Advisory Services, Inc. | 15,932 | $11.9M | 1.57% | −23−0.1% | Reduced |
| Accent Capital Management, LLC | 15,869 | $11.9M | 5.13% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 15,902 | $11.9M | 0.00% | −744−4.5% | Reduced |
| Cambria Investment Management, L.P. | 15,900 | $11.9M | 0.59% | +1,528+10.6% | Added |
| Greenwood Gearhart Inc | 15,888 | $11.9M | 0.55% | −231−1.4% | Reduced |
| Abound Wealth Management | 15,868 | $11.8M | 2.35% | +206+1.3% | Added |
| CMG Global Holdings, LLC | 15,854 | $11.8M | 5.02% | +61+0.4% | Added |
| Darrow Company, Inc. | 15,830 | $11.8M | 4.58% | +657+4.3% | Added |
| VisionPoint Advisory Group, LLC | 15,785 | $11.8M | 1.92% | −1,498−8.7% | Reduced |
| Perfromance Wealth Partners, LLC | 15,785 | $11.8M | 0.29% | −203−1.3% | Reduced |
| Garrett Investment Advisors LLC | 15,781 | $11.8M | 0.86% | −141−0.9% | Reduced |
| Operose Advisors LLC | 15,759 | $11.8M | 2.27% | +15,759 | New |
| Frazier Financial Advisors, LLC | 15,750 | $11.8M | 5.94% | −1,131−6.7% | Reduced |
| Paragon Private Wealth Management, LLC | 15,749 | $11.8M | 3.07% | +12,376+366.9% | Added |
| Roundview Capital LLC | 15,738 | $11.8M | 0.64% | +624+4.1% | Added |
| Next Level Private LLC | 15,705 | $11.7M | 2.30% | −248−1.6% | Reduced |
| Virtus Wealth Solutions LLC | 15,691 | $11.7M | 1.59% | −4,162−21.0% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 15,635 | $11.7M | 3.49% | +696+4.7% | Added |
| Zevin Asset Management LLC | 15,632 | $11.7M | 1.64% | −2,180−12.2% | Reduced |
| Port Capital LLC | 15,626 | $11.7M | 0.48% | +4,271+37.6% | Added |
| Keystone Wealth Services, LLC | 15,615 | $11.7M | 2.17% | −395−2.5% | Reduced |
| Empirical Asset Management, LLC | 15,611 | $11.7M | 2.63% | −3,529−18.4% | Reduced |
| Sigma Investment Counselors Inc | 15,600 | $11.6M | 0.57% | −331−2.1% | Reduced |
| Elequin Capital LP | 15,598 | $11.6M | 0.39% | −19,681−55.8% | Reduced |
| Atlas Legacy Advisors, LLC | 15,593 | $11.6M | 1.72% | +511+3.4% | Added |
| Founders Financial Alliance, LLC | 15,535 | $11.6M | 1.54% | +4,743+43.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 15,530 | $11.6M | 3.12% | −1,506−8.8% | Reduced |
| Essential Planning, LLC. | 15,515 | $11.6M | 3.27% | +2,947+23.4% | Added |
| Financial Concepts Unlimited, Inc. | 15,504 | $11.6M | 9.08% | −417−2.6% | Reduced |
| International Private Wealth Advisors LLC | 15,488 | $11.6M | 5.95% | +471+3.1% | Added |
| Iams Wealth Management, LLC | 15,461 | $11.5M | 3.48% | −3,136−16.9% | Reduced |
| Summit Wealth Partners, LLC | 15,448 | $11.5M | 1.64% | +9+0.1% | Added |
| Smithfield Trust Co | 15,430 | $11.5M | 0.46% | +5,376+53.5% | Added |
| Strategic Wealth Advisors LLC | 16,874 | $11.5M | 9.84% | +116+0.7% | Added |
| Forum Financial Management, LP | 15,382 | $11.5M | 0.15% | −361−2.3% | Reduced |
| St. Johns Investment Management Company, LLC | 15,315 | $11.4M | 4.33% | −158−1.0% | Reduced |
| TCI Wealth Advisors, Inc. | 15,297 | $11.4M | 0.49% | −64−0.4% | Reduced |
| Ackerman Asset Management, LLC | 15,235 | $11.4M | 6.83% | −114−0.7% | Reduced |
| GEM Asset Management, LLC | 15,188 | $11.3M | 4.47% | −7,413−32.8% | Reduced |
| Pasadena Private Wealth, LLC | 15,180 | $11.3M | 1.45% | −82−0.5% | Reduced |
| Glassman Wealth Services | 15,179 | $11.3M | 1.36% | +1,944+14.7% | Added |
| ASL Financial, LLC | 15,172 | $11.3M | 7.98% | −185−1.2% | Reduced |
| Invesco Ltd. | 15,157 | $11.3M | 0.00% | +483+3.3% | Added |
| Bolthouse Investments, LLC | 15,116 | $11.3M | 9.15% | +409+2.8% | Added |
| Global Trust Asset Management, LLC | 15,032 | $11.2M | 3.51% | +11+0.1% | Added |
| Trust Co of Vermont | 15,026 | $11.2M | 0.42% | +15,026 | New |
| Cohen & Steers, Inc. | 15,000 | $11.2M | 0.02% | +12,500+500.0% | Added |
| Wilmar Advisors LLC | 15,000 | $11.2M | 8.11% | 00.0% | Unchanged |
| Harvey Partners, LLC | 15,000 | $11.2M | 0.78% | +2,000+15.4% | Added |
| Community Bank, N.A. | 14,997 | $11.2M | 1.21% | −125−0.8% | Reduced |
| Cordatus Wealth Management LLC | 14,969 | $11.2M | 2.45% | +7,419+98.3% | Added |
| Valmark Advisers, Inc. | 14,944 | $11.2M | 0.12% | −809−5.1% | Reduced |
| Ayrshire Capital Management LLC | 14,938 | $11.2M | 5.22% | +12,265+458.8% | Added |
| Smith & Howard Wealth Management, LLC | 14,931 | $11.2M | 2.29% | −13,696−47.8% | Reduced |
| Impact Partnership Wealth, LLC | 14,923 | $11.1M | 1.08% | −9,791−39.6% | Reduced |
| Equity Wealth Partners, LLC | 14,920 | $11.1M | 4.00% | −706−4.5% | Reduced |