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 |
|---|---|---|---|---|---|
| Triumph Capital Management | 14,859 | $11.1M | 2.01% | −854−5.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,855 | $11.1M | 1.23% | −315−2.1% | Reduced |
| Jupiter Wealth Management LLC | 14,852 | $11.1M | 4.44% | +150+1.0% | Added |
| Formulate Financial LLC | 14,830 | $11.1M | 11.66% | +434+3.0% | Added |
| Goelzer Investment Management, Inc. | 14,827 | $11.1M | 0.48% | −843−5.4% | Reduced |
| XY Planning Network, Inc. | 14,805 | $11.1M | 1.39% | +152+1.0% | Added |
| Ingalls & Snyder LLC | 14,791 | $11.0M | 0.30% | −10,178−40.8% | Reduced |
| GQG Partners LLC | 14,777 | $11.0M | 0.02% | +5,392+57.5% | Added |
| Westmount Partners, LLC | 14,760 | $11.0M | 2.43% | +1,385+10.4% | Added |
| Krilogy Financial LLC | 14,745 | $11.0M | 0.33% | −808−5.2% | Reduced |
| Cordant, Inc. | 14,742 | $11.0M | 3.97% | −275−1.8% | Reduced |
| TOP Private Wealth LLC. | 14,733 | $11.0M | 10.55% | +14,733 | New |
| Elyxium Wealth, LLC | 14,684 | $11.0M | 1.15% | +3,075+26.5% | Added |
| Coppell Advisory Solutions LLC | 19,884 | $11.0M | 3.23% | +19,884 | New |
| GenWealth Group, Inc. | 14,669 | $11.0M | 1.71% | −183−1.2% | Reduced |
| TruNorth Capital Management, LLC | 14,659 | $10.9M | 1.76% | +4,317+41.7% | Added |
| Pinnacle Financial Group, LLC | 14,648 | $10.9M | 2.67% | +319+2.2% | Added |
| Nelson Capital Management, LLC | 14,592 | $10.9M | 1.20% | −168−1.1% | Reduced |
| Towercrest Capital Management | 14,586 | $10.9M | 1.52% | +407+2.9% | Added |
| State of Alaska, Department of Revenue | 14,564 | $10.9M | 0.11% | −1,841−11.2% | Reduced |
| Warwick Investment Management, Inc. | 14,539 | $10.9M | 1.22% | −494−3.3% | Reduced |
| First American Bank | 14,453 | $10.8M | 0.60% | −75−0.5% | Reduced |
| Etesian Wealth Advisors, Inc. | 14,375 | $10.7M | 3.17% | −57−0.4% | Reduced |
| Woodline Partners LP | 14,361 | $10.7M | 0.03% | +14,361 | New |
| Roman Butler Fullerton & Co | 14,310 | $10.7M | 2.56% | +728+5.4% | Added |
| Foster Victor Wealth Advisors, LLC | 14,258 | $10.7M | 0.56% | −8,863−38.3% | Reduced |
| Vision Financial Markets LLC | 14,325 | $10.7M | 9.28% | +100+0.7% | Added |
| QRG Capital Management, Inc. | 14,317 | $10.7M | 0.09% | +3,381+30.9% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 14,303 | $10.7M | 0.41% | +627+4.6% | Added |
| Citizens Business Bank | 14,300 | $10.7M | 1.61% | +212+1.5% | Added |
| Quadrant Private Wealth Management, LLC | 14,245 | $10.7M | 2.39% | −159−1.1% | Reduced |
| Macroview Investment Management LLC | 14,277 | $10.7M | 6.62% | +979+7.4% | Added |
| Legacy Trust | 14,247 | $10.6M | 1.88% | +255+1.8% | Added |
| Avantax Planning Partners, Inc. | 14,244 | $10.6M | 0.26% | −145−1.0% | Reduced |
| Industrial Alliance Investment Management Inc. | 14,237 | $10.6M | 5.00% | −500−3.4% | Reduced |
| Clark Capital Management Group, Inc. | 14,232 | $10.6M | 0.06% | +2,156+17.9% | Added |
| Van Cleef Asset Management,Inc | 14,216 | $10.6M | 1.08% | −30−0.2% | Reduced |
| Ruggiero Investments, Inc. | 14,192 | $10.6M | 9.00% | +1,274+9.9% | Added |
| Hoxton Planning & Management, LLC | 14,167 | $10.6M | 2.76% | −593−4.0% | Reduced |
| Rehmann Capital Advisory Group | 14,119 | $10.5M | 0.48% | +264+1.9% | Added |
| Ascent Wealth Partners, LLC | 14,094 | $10.5M | 1.05% | −1,041−6.9% | Reduced |
| Atlas Capital Advisors LLC | 14,090 | $10.5M | 1.15% | +1,783+14.5% | Added |
| Helen Stephens Group, LLC | 14,048 | $10.5M | 1.79% | +13+0.1% | Added |
| Charter Trust Co | 14,062 | $10.5M | 0.56% | +1,325+10.4% | Added |
| Banque Cantonale Vaudoise | 13,986 | $10.4M | 0.41% | −1,561−10.0% | Reduced |
| Beacon Advisors Holdings, LLC | 13,909 | $10.4M | 5.08% | −531−3.7% | Reduced |
| BFSG, LLC | 13,876 | $10.4M | 0.92% | +20.0% | Added |
| Schrum Private Wealth Management LLC | 18,735 | $10.3M | 10.63% | −1,201−6.0% | Reduced |
| Columbia Asset Management | 13,834 | $10.3M | 1.80% | −332−2.3% | Reduced |
| URS Advisory LLC | 13,817 | $10.3M | 5.74% | +942+7.3% | Added |
| Hartree Partners, LP | 13,760 | $10.3M | 2.21% | +400+3.0% | Added |
| Plum Street Advisors, LLC | 13,741 | $10.3M | 3.28% | −852−5.8% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 13,732 | $10.3M | 0.82% | −102−0.7% | Reduced |
| Palladiem, LLC | 13,725 | $10.2M | 9.94% | −406−2.9% | Reduced |
| Michels Family Financial, LLC | 13,703 | $10.2M | 6.56% | +424+3.2% | Added |
| Waddell & Associates, LLC | 13,680 | $10.2M | 0.51% | −242−1.7% | Reduced |
| Amplius Wealth Advisors, LLC | 13,662 | $10.2M | 0.75% | +3,358+32.6% | Added |
| Washington Capital Management Inc | 13,651 | $10.2M | 6.73% | −20−0.1% | Reduced |
| Frisco Financial Planning LLC | 13,650 | $10.2M | 7.68% | +22+0.2% | Added |
| Bridgelight Financial Advisors, Inc. | 13,643 | $10.2M | 6.98% | −3,467−20.3% | Reduced |
| Hedeker Wealth, LLC | 13,605 | $10.2M | 1.94% | −483−3.4% | Reduced |
| Autumn Glory Partners, LLC | 13,589 | $10.1M | 2.88% | +1,190+9.6% | Added |
| Independent Advisor Alliance | 13,562 | $10.1M | 0.24% | −231,415−94.5% | Reduced |
| AlphaStar Capital Management, LLC | 13,528 | $10.1M | 0.64% | +664+5.2% | Added |
| Sunflower Bank, N.A. | 13,528 | $10.1M | 2.41% | −8,282−38.0% | Reduced |
| Bedminster, LLC | 13,436 | $10.0M | 8.57% | −757−5.3% | Reduced |
| Kesler, Norman & Wride, LLC | 13,417 | $10.0M | 1.59% | +66+0.5% | Added |
| First Washington CORP | 13,376 | $9.99M | 2.43% | −200−1.5% | Reduced |
| Madrid Financial Services | 13,369 | $9.98M | 5.28% | +1,098+8.9% | Added |
| Cypress Capital, LLC | 13,308 | $9.94M | 2.70% | −84−0.6% | Reduced |
| Calamos Advisors LLC | 13,308 | $9.94M | 0.04% | −691,795−98.1% | Reduced |
| Boston Partners | 13,805 | $9.93M | 0.01% | +167+1.2% | Added |
| Ignite Planners, LLC | 13,272 | $9.91M | 1.36% | +435+3.4% | Added |
| SeaCrest Wealth Management, LLC | 13,247 | $9.89M | 1.10% | −1,575−10.6% | Reduced |
| Phillips Financial Management, LLC | 13,220 | $9.87M | 0.72% | −222−1.7% | Reduced |
| Cozad Asset Management Inc | 13,200 | $9.86M | 0.64% | −235−1.7% | Reduced |
| Carret Asset Management, LLC | 13,159 | $9.83M | 0.86% | +47+0.4% | Added |
| NBT Bank N A | 13,145 | $9.82M | 0.65% | −245−1.8% | Reduced |
| Triad Wealth Partners, LLC | 12,909 | $9.78M | 0.58% | −2,292−15.1% | Reduced |
| SMART Wealth LLC | 13,093 | $9.78M | 2.11% | +11,837+942.4% | Added |
| Madison Park Capital Advisors, LLC | 13,068 | $9.76M | 6.96% | +203+1.6% | Added |
| Herbst Group, LLC | 13,015 | $9.72M | 5.30% | −229−1.7% | Reduced |
| Key Client Fiduciary Advisors, LLC | 12,975 | $9.69M | 2.82% | +581+4.7% | Added |
| New Wave Wealth Advisors LLC | 12,938 | $9.69M | 2.65% | −1,862−12.6% | Reduced |
| Cove Private Wealth, LLC | 12,958 | $9.68M | 1.87% | +2,455+23.4% | Added |
| waypoint wealth counsel | 12,938 | $9.66M | 6.06% | −797−5.8% | Reduced |
| Harbor Investment Advisory, LLC | 12,914 | $9.64M | 0.67% | +75+0.6% | Added |
| Channel Wealth LLC | 12,902 | $9.63M | 2.16% | −883−6.4% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 12,900 | $9.63M | 2.73% | +197+1.6% | Added |
| Nemes Rush Group LLC | 12,884 | $9.62M | 0.80% | +161+1.3% | Added |
| One River Asset Management, LLC | 12,856 | $9.60M | 46.10% | +12,856 | New |
| WBH Advisory Inc | 12,822 | $9.58M | 0.64% | −141−1.1% | Reduced |
| FreeGulliver LLC | 12,791 | $9.55M | 3.37% | +3,564+38.6% | Added |
| Certified Advisory Corp | 12,749 | $9.52M | 0.77% | −292−2.2% | Reduced |
| High Probability Advisors, LLC | 12,724 | $9.50M | 1.02% | 00.0% | Unchanged |
| Latko Wealth Management, Ltd. | 12,720 | $9.50M | 4.03% | −122−1.0% | Reduced |
| First City Capital Management, Inc. | 12,713 | $9.49M | 4.62% | −189−1.5% | Reduced |
| Farmers & Merchants Investments Inc | 12,691 | $9.48M | 0.23% | +157+1.3% | Added |
| Covenant Asset Management, LLC | 12,690 | $9.48M | 1.69% | +215+1.7% | Added |
| West Bancorporation Inc | 12,676 | $9.47M | 4.05% | 00.0% | Unchanged |