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 |
|---|---|---|---|---|---|
| Montis Financial, LLC | 12,666 | $9.46M | 1.93% | −245−1.9% | Reduced |
| LexAurum Advisors, LLC | 12,662 | $9.46M | 1.09% | +9,957+368.1% | Added |
| Petros Family Wealth, LLC | 12,662 | $9.46M | 5.79% | +251+2.0% | Added |
| Annex Advisory Services, LLC | 12,658 | $9.45M | 0.16% | +530+4.4% | Added |
| Laurel Oak Wealth Management, LLC | 12,630 | $9.43M | 1.37% | −332−2.6% | Reduced |
| ZWJ Investment Counsel Inc | 12,623 | $9.43M | 0.30% | −293−2.3% | Reduced |
| Brightwater Advisory LLC | 12,609 | $9.42M | 5.95% | −57−0.5% | Reduced |
| Genesee Capital Advisors, LLC | 12,604 | $9.41M | 2.97% | +2,607+26.1% | Added |
| F/M Investments LLC | 12,571 | $9.39M | 0.48% | +592+4.9% | Added |
| American Trust | 12,548 | $9.37M | 0.72% | +561+4.7% | Added |
| One Day In July LLC | 12,545 | $9.37M | 0.65% | +32+0.3% | Added |
| Corundum Group, Inc. | 12,537 | $9.36M | 2.78% | +150+1.2% | Added |
| Burns J W & Co Inc | 12,537 | $9.36M | 0.98% | +74+0.6% | Added |
| Successful Portfolios LLC | 12,403 | $9.35M | 4.36% | −112−0.9% | Reduced |
| Topsail Wealth Management, LLC | 12,510 | $9.34M | 1.19% | 00.0% | Unchanged |
| Capital Wealth Management, LLC | 12,508 | $9.34M | 2.25% | −68−0.5% | Reduced |
| Massmutual Trust Co FSB | 12,506 | $9.34M | 0.24% | −1,181−8.6% | Reduced |
| GWN Securities Inc. | 12,501 | $9.34M | 1.56% | +147+1.2% | Added |
| Naples Global Advisors, LLC | 12,436 | $9.31M | 0.57% | +528+4.4% | Added |
| Innova Wealth Partners | 12,466 | $9.31M | 3.85% | +6,565+111.3% | Added |
| Redwood Park Advisors LLC | 12,461 | $9.31M | 6.72% | +80+0.6% | Added |
| Hillman Co | 12,439 | $9.29M | 3.29% | +8,028+182.0% | Added |
| Surience Private Wealth LLC | 12,435 | $9.29M | 8.17% | +225+1.8% | Added |
| Collective Family Office LLC | 12,432 | $9.28M | 1.90% | −445−3.5% | Reduced |
| Ssa Swiss Advisors AG | 12,425 | $9.28M | 3.48% | +426+3.6% | Added |
| Peregrine Asset Advisers, Inc. | 12,396 | $9.26M | 2.01% | +493+4.1% | Added |
| Kanawha Capital Management LLC | 12,344 | $9.22M | 0.60% | −31−0.3% | Reduced |
| Morton Capital Management LLC | 12,336 | $9.21M | 1.26% | +1,386+12.7% | Added |
| Invst, LLC | 12,299 | $9.18M | 0.90% | +2,944+31.5% | Added |
| Summit Wealth & Retirement Planning, Inc. | 12,286 | $9.17M | 1.94% | −92−0.7% | Reduced |
| Pacific Financial Group Inc | 12,223 | $9.14M | 4.38% | −2,282−15.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 12,221 | $9.13M | 0.17% | +340+2.9% | Added |
| Old Second National Bank of Aurora | 12,200 | $9.11M | 1.72% | −183−1.5% | Reduced |
| Lowery Thomas, LLC | 12,193 | $9.11M | 4.45% | −650−5.1% | Reduced |
| Iron Financial, LLC | 12,191 | $9.10M | 3.76% | −761−5.9% | Reduced |
| OmniStar Financial Group, Inc. | 12,173 | $9.09M | 4.19% | +424+3.6% | Added |
| Cerro Pacific Wealth Advisors LLC | 12,152 | $9.07M | 2.05% | −123−1.0% | Reduced |
| Jackson Square Capital, LLC | 12,118 | $9.05M | 1.26% | −232−1.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12,112 | $9.05M | 0.09% | +151+1.3% | Added |
| Legacy Wealth Partners, LLC | 12,085 | $9.02M | 2.04% | +2,400+24.8% | Added |
| Excelsior Advisor Network LLC | 12,074 | $9.02M | 1.19% | +2,968+32.6% | Added |
| Paragon Capital Management Ltd | 12,067 | $9.01M | 1.71% | −213−1.7% | Reduced |
| Coastwise Capital Group, LLC | 11,984 | $8.95M | 5.20% | +270+2.3% | Added |
| Aspire Capital Advisors LLC | 11,960 | $8.93M | 1.74% | −67−0.6% | Reduced |
| M.D. Sass Investors Services, Inc. | 11,940 | $8.92M | 0.59% | +500+4.4% | Added |
| Private Client Services, LLC | 11,934 | $8.91M | 2.34% | −1,746−12.8% | Reduced |
| Joseph P. Lucia & Associates, LLC | 11,909 | $8.91M | 2.68% | +132+1.1% | Added |
| Cannon Advisors, Inc. | 11,843 | $8.90M | 5.42% | −1,898−13.8% | Reduced |
| Guardian Partners Inc. | 11,910 | $8.89M | 0.80% | −130−1.1% | Reduced |
| Prime Buchholz LLC | 11,909 | $8.89M | 3.21% | +11,909 | New |
| Voya Investment Management LLC | 11,903 | $8.89M | 0.01% | −3,001−20.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 11,904 | $8.89M | 0.85% | +556+4.9% | Added |
| Sage Capital Management, LLC | 11,867 | $8.87M | 3.46% | +186+1.6% | Added |
| Abner Herrman & Brock LLC | 11,874 | $8.87M | 0.84% | −794−6.3% | Reduced |
| Tempus Wealth Planning, LLC | 11,871 | $8.86M | 1.73% | +1,311+12.4% | Added |
| Clare Market Investments LLC | 11,846 | $8.85M | 1.61% | +1,769+17.6% | Added |
| DBK Financial Counsel, LLC | 11,829 | $8.83M | 7.41% | 00.0% | Unchanged |
| Centennial Bank | 11,795 | $8.81M | 2.83% | +390+3.4% | Added |
| Intrua Financial, LLC | 11,773 | $8.79M | 0.83% | −1,408−10.7% | Reduced |
| Pictet & Cie (Europe) SA | 11,757 | $8.78M | 0.17% | −15,601−57.0% | Reduced |
| Providence Financial Advisors, LLC | 11,750 | $8.77M | 4.99% | −144−1.2% | Reduced |
| Markin Asset Management, LP | 11,738 | $8.77M | 7.50% | +5,137+77.8% | Added |
| WealthPlan Investment Management, LLC | 11,687 | $8.73M | 0.43% | −734−5.9% | Reduced |
| Lexington Hill Partners, LLC | 11,684 | $8.73M | 4.23% | −1,187−9.2% | Reduced |
| Audent Global Asset Management, LLC | 11,621 | $8.70M | 9.72% | −1,915−14.1% | Reduced |
| Fortress Wealth Group, LLC | 11,773 | $8.70M | 3.02% | +13+0.1% | Added |
| Pinnacle Bancorp, Inc. | 11,607 | $8.67M | 2.25% | +2,167+23.0% | Added |
| Sitrin Capital Management LLC | 11,555 | $8.65M | 3.83% | −603−5.0% | Reduced |
| Stronghold Wealth Management L.L.C. | 11,561 | $8.63M | 11.56% | +113+1.0% | Added |
| Wealth High Governance Asset Management Ltda. | 11,542 | $8.62M | 0.92% | −3,205−21.7% | Reduced |
| Triglav Skladi, D.O.O. | 11,465 | $8.56M | 0.45% | +87+0.8% | Added |
| Bragg Financial Advisors, Inc | 11,465 | $8.56M | 0.23% | +121+1.1% | Added |
| Rossby Financial, LCC | 11,454 | $8.55M | 1.56% | −132−1.1% | Reduced |
| Botty Investors LLC | 11,386 | $8.52M | 1.80% | −250−2.1% | Reduced |
| London & Capital Asset Management Ltd | 11,329 | $8.46M | 0.08% | +2,115+23.0% | Added |
| Alta Wealth Advisors LLC | 11,292 | $8.43M | 2.29% | +269+2.4% | Added |
| Linscomb & Williams, Inc. | 11,264 | $8.41M | 0.36% | −290−2.5% | Reduced |
| Checchi Capital Advisers, LLC | 11,250 | $8.40M | 0.53% | +622+5.9% | Added |
| Twin Peaks Wealth Advisors, LLC | 11,241 | $8.39M | 1.90% | +3,054+37.3% | Added |
| Reyes Financial Architecture, Inc. | 11,228 | $8.38M | 4.70% | +11,195+33,924.2% | Added |
| BTC Capital Management, Inc. | 11,227 | $8.38M | 0.51% | 00.0% | Unchanged |
| Cypress Financial Planning LLC | 11,207 | $8.37M | 2.05% | +628+5.9% | Added |
| Schneider Downs Wealth Management Advisors, LP | 11,195 | $8.36M | 0.79% | −148−1.3% | Reduced |
| Ameliora Wealth Management Ltd. | 11,184 | $8.35M | 2.48% | −515−4.4% | Reduced |
| Market Street Wealth Management Advisors LLC | 11,180 | $8.35M | 1.19% | −50.0% | Reduced |
| Colony Family Offices, LLC | 11,091 | $8.30M | 1.82% | +920+9.0% | Added |
| Cypress Capital Advisors, LLC | 11,118 | $8.30M | 3.41% | +258+2.4% | Added |
| Daybright Advisory Services, Inc. | 11,112 | $8.30M | 1.98% | +250+2.3% | Added |
| Compass Financial Management LLC | 10,800 | $8.29M | 1.01% | +10,800 | New |
| Blue Fin Capital, Inc. | 11,086 | $8.28M | 1.20% | −692−5.9% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 11,061 | $8.26M | 1.08% | −386−3.4% | Reduced |
| Howe & Rusling Inc | 11,055 | $8.26M | 0.48% | +54+0.5% | Added |
| USAdvisors Wealth Management, LLC | 11,052 | $8.25M | 2.37% | +884+8.7% | Added |
| Gillespie Robinson & Grimm Inc | 11,049 | $8.25M | 0.53% | +189+1.7% | Added |
| Tandem Investment Partners LLC | 11,028 | $8.24M | 6.35% | −545−4.7% | Reduced |
| Intact Investment Management Inc. | 10,985 | $8.20M | 0.23% | 00.0% | Unchanged |
| Syon Capital LLC | 10,977 | $8.20M | 0.36% | −15−0.1% | Reduced |
| Summa Corp. | 10,966 | $8.19M | 2.57% | −27−0.2% | Reduced |
| Wick Capital Partners, LLC | 10,965 | $8.19M | 1.24% | +391+3.7% | Added |
| Selby Wealth Management, LLC | 10,959 | $8.18M | 2.90% | +37+0.3% | Added |