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 |
|---|---|---|---|---|---|
| Edgewood Management LLC | 10,947 | $8.17M | 0.08% | −1,072−8.9% | Reduced |
| Maseco LLP | 10,943 | $8.17M | 0.23% | +19+0.2% | Added |
| Well Done, LLC | 10,925 | $8.16M | 1.10% | −141−1.3% | Reduced |
| Corsicana & Co. | 10,923 | $8.16M | 3.95% | −1,132−9.4% | Reduced |
| Seven Mile Advisory | 10,880 | $8.15M | 5.47% | −52−0.5% | Reduced |
| Victory Capital Management Inc | 10,905 | $8.14M | 0.00% | +9,570+716.9% | Added |
| Kraft, Davis & Associates, LLC | 10,941 | $8.14M | 1.70% | +317+3.0% | Added |
| Sterneck Capital Management, LLC | 10,881 | $8.13M | 3.48% | −39−0.4% | Reduced |
| Plotkin Financial Advisors, LLC | 10,876 | $8.12M | 3.37% | +48+0.4% | Added |
| Capital Asset Advisory Services LLC | 10,872 | $8.12M | 0.29% | +267+2.5% | Added |
| NWF Advisory Services Inc. | 10,860 | $8.11M | 0.76% | +290+2.7% | Added |
| Ashford Capital Management Inc | 10,828 | $8.09M | 0.87% | −341−3.1% | Reduced |
| Wall Street Access Asset Management, LLC | 10,807 | $8.07M | 1.15% | +6,509+151.4% | Added |
| Action Point Financial Planning, LLC | 10,856 | $8.07M | 0.82% | +9,182+548.5% | Added |
| New Paradigm Capital Management, LLC | 10,800 | $8.07M | 17.24% | +10,800 | New |
| OneAscent Financial Services LLC | 10,777 | $8.05M | 0.38% | +340+3.3% | Added |
| Cliffwater LLC | 10,752 | $8.03M | 2.00% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 10,746 | $8.02M | 0.45% | +21+0.2% | Added |
| Guidance Point Advisors, LLC | 10,738 | $8.02M | 1.69% | +34+0.3% | Added |
| Caliber Wealth Management, LLC | 10,732 | $8.01M | 0.77% | −530−4.7% | Reduced |
| Seelaus Asset Management LLC | 10,704 | $7.99M | 5.61% | −685−6.0% | Reduced |
| High Net Worth Advisory Group LLC | 10,701 | $7.99M | 1.70% | −155−1.4% | Reduced |
| New Republic Capital, LLC | 10,685 | $7.98M | 1.84% | −658−5.8% | Reduced |
| Aurora Private Wealth, Inc. | 10,682 | $7.98M | 5.06% | +245+2.3% | Added |
| Armbruster Capital Management, Inc. | 10,653 | $7.96M | 1.19% | −40.0% | Reduced |
| MinichMacGregor Wealth Management, LLC | 10,650 | $7.95M | 1.21% | +791+8.0% | Added |
| Ascent Group, LLC | 10,618 | $7.93M | 0.24% | +63+0.6% | Added |
| Founders Capital Management | 10,604 | $7.92M | 3.43% | +123+1.2% | Added |
| Truepoint, Inc. | 10,591 | $7.91M | 0.17% | −1,183−10.0% | Reduced |
| Roger Wittlin Investment Advisory, LLC | 10,577 | $7.90M | 6.21% | −347−3.2% | Reduced |
| Drexel Morgan & Co. | 10,561 | $7.89M | 1.10% | 00.0% | Unchanged |
| Colorado Capital Management, Inc. | 10,547 | $7.88M | 2.69% | −1,445−12.0% | Reduced |
| Quantbot Technologies LP | 10,526 | $7.86M | 0.31% | +6,933+193.0% | Added |
| Shoker Investment Counsel, Inc. | 10,517 | $7.86M | 1.97% | +410+4.1% | Added |
| BOK Financial Private Wealth, Inc. | 10,478 | $7.84M | 0.40% | +3,308+46.1% | Added |
| Piedmont Capital Management, LLC | 10,503 | $7.84M | 4.79% | +30+0.3% | Added |
| Continuum Advisory, LLC | 10,470 | $7.82M | 0.63% | +584+5.9% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 10,415 | $7.78M | 0.32% | −1,074−9.3% | Reduced |
| LCNB Corp | 10,409 | $7.77M | 2.38% | −87−0.8% | Reduced |
| Green Harvest Asset Management LLC | 10,385 | $7.76M | 0.10% | −1,524−12.8% | Reduced |
| Almanack Investment Partners, LLC. | 10,370 | $7.74M | 0.99% | +3,288+46.4% | Added |
| LCW Services, LLC | 10,358 | $7.74M | 3.37% | −427−4.0% | Reduced |
| Old Mission Investment Co LLC | 10,321 | $7.73M | 1.61% | −17−0.2% | Reduced |
| Range Advisory, LLC | 10,341 | $7.72M | 0.92% | +869+9.2% | Added |
| Traynor Capital Management, Inc. | 10,308 | $7.70M | 0.36% | +71+0.7% | Added |
| Quent Capital, LLC | 10,302 | $7.69M | 0.47% | −143−1.4% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 10,290 | $7.68M | 17.16% | +10,290 | New |
| Asset Dedication, LLC | 10,286 | $7.68M | 0.48% | −85−0.8% | Reduced |
| Chicago Wealth Management, Inc. | 10,284 | $7.68M | 2.72% | +742+7.8% | Added |
| TL Private Wealth | 10,263 | $7.67M | 2.81% | −236−2.2% | Reduced |
| Oliver Luxxe Assets LLC | 10,257 | $7.66M | 1.13% | −145−1.4% | Reduced |
| GSB Wealth Management, LLC | 10,228 | $7.64M | 1.53% | +11+0.1% | Added |
| Patten Group, Inc. | 10,223 | $7.63M | 1.19% | −247−2.4% | Reduced |
| Novak & Powell Financial Services, Inc. | 10,212 | $7.63M | 3.59% | −20.0% | Reduced |
| Clear Creek Financial Management, LLC | 10,202 | $7.62M | 0.49% | −629−5.8% | Reduced |
| Forty-three Eighteen Advisors, LLC | 10,192 | $7.61M | 5.12% | −15−0.1% | Reduced |
| Bank of New Hampshire | 10,173 | $7.60M | 1.59% | −1,676−14.1% | Reduced |
| Round Rock Advisors, LLC | 10,145 | $7.58M | 0.98% | +1,400+16.0% | Added |
| Lynx Investment Advisory | 10,121 | $7.56M | 2.48% | +3,452+51.8% | Added |
| Peoples Bank | 10,117 | $7.56M | 3.88% | +144+1.4% | Added |
| Timbuktu Capital Management, LLC | 10,115 | $7.55M | 11.36% | +10,115 | New |
| OakTrust Wealth Advisors, LLC | 10,115 | $7.55M | 6.51% | +184+1.9% | Added |
| Florida Financial Advisors, LLC | 10,084 | $7.53M | 1.27% | −264−2.6% | Reduced |
| Crews Bank & Trust | 10,075 | $7.52M | 0.98% | −46−0.5% | Reduced |
| Strategy Asset Managers LLC | 10,069 | $7.52M | 1.12% | −92−0.9% | Reduced |
| Facet Wealth, Inc. | 10,054 | $7.51M | 0.11% | +2,011+25.0% | Added |
| Millington Financial Advisors, LLC | 10,076 | $7.49M | 2.94% | −2,199−17.9% | Reduced |
| Private Capital Management, LLC | 10,011 | $7.48M | 0.68% | +200+2.0% | Added |
| Madison Wealth Partners, Inc | 10,009 | $7.47M | 0.95% | +579+6.1% | Added |
| My Personal CFO, LLC | 10,008 | $7.47M | 2.92% | +216+2.2% | Added |
| Delta Investment Management, LLC | 9,968 | $7.44M | 1.23% | +1,163+13.2% | Added |
| SageView Advisory Group, LLC | 9,967 | $7.44M | 0.24% | −56−0.6% | Reduced |
| Barrett & Company, Inc. | 9,964 | $7.44M | 2.08% | +646+6.9% | Added |
| Vanguard Advisers Inc | 9,961 | $7.44M | 0.03% | +378+3.9% | Added |
| Bay Rivers Group | 9,946 | $7.43M | 2.54% | +58+0.6% | Added |
| Hohimer Wealth Management, LLC | 9,931 | $7.42M | 0.76% | −146−1.4% | Reduced |
| Balentine LLC | 9,928 | $7.41M | 0.26% | −933−8.6% | Reduced |
| Advyzon Investment Management, LLC | 9,866 | $7.37M | 0.53% | +5,208+111.8% | Added |
| Iowa State Bank | 9,819 | $7.33M | 1.23% | −105−1.1% | Reduced |
| Stone Wealth Partners | 9,790 | $7.33M | 5.36% | −300−3.0% | Reduced |
| MorganRosel Wealth Management, LLC | 9,791 | $7.31M | 2.47% | −192−1.9% | Reduced |
| Dale Q Rice Investment Management Ltd | 9,772 | $7.30M | 3.96% | −387−3.8% | Reduced |
| Cedrus Wealth Group LLC | 9,764 | $7.29M | 6.37% | −12,172−55.5% | Reduced |
| Legacy Wealth Management, Inc | 9,742 | $7.28M | 0.38% | +28+0.3% | Added |
| Asset Advisory Group, Inc. | 9,740 | $7.27M | 3.18% | −24−0.2% | Reduced |
| Guyasuta Investment Advisors Inc | 9,735 | $7.27M | 0.38% | +105+1.1% | Added |
| Ducere Wealth Management LLC | 9,731 | $7.27M | 2.19% | −312−3.1% | Reduced |
| Latitude Advisors, LLC | 9,731 | $7.27M | 2.90% | +721+8.0% | Added |
| LRI Investments, LLC | 9,725 | $7.26M | 0.58% | +25+0.3% | Added |
| Ellenbecker Investment Group | 9,722 | $7.26M | 0.84% | −388−3.8% | Reduced |
| Richards, Merrill & Peterson, Inc. | 9,677 | $7.23M | 2.29% | +294+3.1% | Added |
| Cercano Management LLC | 9,660 | $7.21M | 0.96% | −46,128−82.7% | Reduced |
| Fusion Family Wealth LLC | 9,637 | $7.20M | 0.48% | +40.0% | Added |
| White Pine Capital LLC | 9,611 | $7.18M | 1.70% | +275+2.9% | Added |
| BlueSky Wealth Advisors, LLC | 9,588 | $7.16M | 0.83% | +2,642+38.0% | Added |
| SGL Investment Advisors, Inc. | 9,256 | $7.16M | 2.47% | +1,118+13.7% | Added |
| Maple Capital Management, Inc. | 9,578 | $7.15M | 0.42% | +5,001+109.3% | Added |
| Peachtree Investment Partners, LLC | 9,566 | $7.14M | 2.29% | +2,421+33.9% | Added |
| HCR Wealth Advisors | 9,561 | $7.14M | 0.64% | −359−3.6% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,495 | $7.09M | 2.88% | −6−0.1% | Reduced |