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 |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 9,455 | $7.06M | 0.02% | −379−3.9% | Reduced |
| Fogel Capital Management, Inc. | 9,453 | $7.06M | 2.84% | +413+4.6% | Added |
| Orca Investment Management, LLC | 9,437 | $7.05M | 5.12% | −134−1.4% | Reduced |
| GAMMA Investing LLC | 9,435 | $7.05M | 0.26% | −194−2.0% | Reduced |
| GSG Advisors LLC | 9,433 | $7.04M | 1.55% | +11+0.1% | Added |
| Allegheny Financial Group LTD | 9,430 | $7.04M | 0.75% | +51+0.5% | Added |
| Nautilus Advisors LLC | 9,315 | $7.03M | 4.15% | −70−0.7% | Reduced |
| Garden State Investment Advisory Services LLC | 9,408 | $7.03M | 1.38% | +148+1.6% | Added |
| Aegis Wealth Management LLC | 9,407 | $7.02M | 3.30% | −2,467−20.8% | Reduced |
| Ibex Wealth Advisors | 9,380 | $7.00M | 0.55% | −1,610−14.6% | Reduced |
| HORAN Wealth, LLC | 9,368 | $7.00M | 0.87% | +25+0.3% | Added |
| Solano Wealth Investment Advisors LLC | 9,367 | $6.99M | 3.18% | −25−0.3% | Reduced |
| CVFG LLC | 9,344 | $6.98M | 0.73% | −1,564−14.3% | Reduced |
| Morris Financial Concepts, Inc. | 9,341 | $6.98M | 2.14% | +79+0.9% | Added |
| Camelot Technology Advisors, Inc. | 9,326 | $6.96M | 4.75% | −2,100−18.4% | Reduced |
| Paradigm Financial Partners, LLC | 9,300 | $6.94M | 0.63% | +6,541+237.1% | Added |
| Samalin Investment Counsel, LLC | 9,286 | $6.93M | 2.22% | +194+2.1% | Added |
| Defined Wealth Management, LLC | 9,285 | $6.93M | 3.57% | −13−0.1% | Reduced |
| NDWM LLC | 9,264 | $6.92M | 4.06% | −1,854−16.7% | Reduced |
| American Institute for Advanced Investment Management, LLP | 9,263 | $6.92M | 4.00% | −249−2.6% | Reduced |
| Arkansas Financial Group, Inc. | 9,232 | $6.89M | 0.90% | +441+5.0% | Added |
| Vista Capital Partners, Inc. | 9,229 | $6.89M | 0.60% | −25−0.3% | Reduced |
| Maripau Wealth Management LLC | 9,158 | $6.83M | 2.44% | +1,679+22.4% | Added |
| Oder Investment Management, LLC | 9,135 | $6.82M | 4.58% | −242−2.6% | Reduced |
| Bitterroot Capital Advisors LLC | 9,134 | $6.82M | 4.11% | +234+2.6% | Added |
| Abacus Wealth Partners, LLC | 9,122 | $6.81M | 0.72% | −1,158−11.3% | Reduced |
| Tower Bridge Advisors | 9,072 | $6.77M | 0.61% | +193+2.2% | Added |
| Woodstock Corp | 9,060 | $6.77M | 0.56% | −21−0.2% | Reduced |
| Rossmore Private Capital | 9,036 | $6.77M | 0.55% | −114−1.2% | Reduced |
| Levin Capital Strategies, L.P. | 9,058 | $6.76M | 0.45% | +30.0% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 9,042 | $6.75M | 0.46% | +61+0.7% | Added |
| Loudon Investment Management, LLC | 9,042 | $6.75M | 3.32% | −240−2.6% | Reduced |
| Q3 Asset Management | 9,037 | $6.75M | 1.24% | +1,346+17.5% | Added |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 9,032 | $6.74M | 2.32% | +9,032 | New |
| Kearns & Associates LLC | 9,029 | $6.74M | 3.15% | −311−3.3% | Reduced |
| Red Cedar Investment Management, LLC | 9,025 | $6.74M | 0.64% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 8,989 | $6.73M | 0.97% | −174−1.9% | Reduced |
| Concorde Asset Management, LLC | 8,976 | $6.72M | 3.89% | +197+2.2% | Added |
| Orin Green Financial, LLC | 8,968 | $6.70M | 2.47% | −89−1.0% | Reduced |
| Ronald Blue Trust, Inc. | 8,951 | $6.68M | 0.07% | −4,039−31.1% | Reduced |
| Acropolis Investment Management, LLC | 8,939 | $6.68M | 0.26% | −121−1.3% | Reduced |
| Confluence Investment Management LLC | 8,922 | $6.66M | 0.10% | −3,000−25.2% | Reduced |
| Storen Legacy Partners, LLC | 8,912 | $6.66M | 1.81% | +60+0.7% | Added |
| Castle Rock Wealth Management, LLC | 8,922 | $6.65M | 1.31% | +276+3.2% | Added |
| JDM Financial Group LLC | 8,888 | $6.64M | 2.27% | +50+0.6% | Added |
| Walkner Condon Financial Advisors LLC | 8,886 | $6.64M | 0.76% | −215−2.4% | Reduced |
| KFA Private Wealth Group, LLC | 8,862 | $6.62M | 1.59% | −2,982−25.2% | Reduced |
| Sage Rhino Capital LLC | 8,843 | $6.60M | 1.09% | +77+0.9% | Added |
| S.A. Mason LLC | 8,826 | $6.59M | 2.02% | +14+0.2% | Added |
| Beta Wealth Group, Inc. | 8,808 | $6.58M | 2.47% | −22−0.2% | Reduced |
| Marks Group Wealth Management, Inc | 8,794 | $6.57M | 0.57% | −31−0.4% | Reduced |
| Vision Retirement, LLC | 8,790 | $6.56M | 1.59% | +47+0.5% | Added |
| Veracity Capital LLC | 8,787 | $6.56M | 1.77% | −733−7.7% | Reduced |
| American National Bank | 8,748 | $6.53M | 0.56% | −280−3.1% | Reduced |
| Tradition Wealth Management, LLC | 8,743 | $6.53M | 0.40% | +876+11.1% | Added |
| Baker Ellis Asset Management LLC | 8,742 | $6.53M | 0.68% | +10.0% | Added |
| Goldstone Financial Group, LLC | 8,688 | $6.49M | 0.59% | +267+3.2% | Added |
| Quartz Partners, LLC | 8,681 | $6.48M | 2.12% | +452+5.5% | Added |
| Focused Alpha, LLC | 8,676 | $6.48M | 1.66% | +992+12.9% | Added |
| Curry Webb Wealth Management LLC | 8,650 | $6.46M | 2.68% | −830−8.8% | Reduced |
| Breakwater Investment Management | 8,632 | $6.45M | 2.19% | −22−0.3% | Reduced |
| Marietta Wealth Management, LLC | 8,619 | $6.44M | 0.66% | −340−3.8% | Reduced |
| Abel Hall, LLC | 8,614 | $6.43M | 1.11% | +444+5.4% | Added |
| Aureus Asset Management, LLC | 8,586 | $6.41M | 0.39% | −372−4.2% | Reduced |
| Evernest Financial Advisors, LLC | 8,579 | $6.41M | 1.34% | −40−0.5% | Reduced |
| Sightline Wealth Advisors, LLC | 8,569 | $6.40M | 2.34% | +19+0.2% | Added |
| Legacy Financial Strategies, LLC | 8,552 | $6.39M | 0.99% | −11−0.1% | Reduced |
| Black Diamond Financial, LLC | 8,548 | $6.38M | 0.56% | +2,670+45.4% | Added |
| Cape Investment Advisory, Inc. | 8,508 | $6.35M | 1.70% | +439+5.4% | Added |
| Beese Fulmer Investment Management, Inc. | 8,502 | $6.35M | 0.37% | +195+2.3% | Added |
| Weaver Capital Management LLC | 9,754 | $6.34M | 1.40% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 8,479 | $6.33M | 1.81% | +159+1.9% | Added |
| Baron Wealth Management LLC | 8,466 | $6.32M | 1.64% | −15−0.2% | Reduced |
| Creative Financial Designs Inc | 8,466 | $6.32M | 0.30% | −1,127−11.7% | Reduced |
| Stephen J. Garry & Associates, LLC | 8,462 | $6.32M | 4.61% | −259−3.0% | Reduced |
| Sierra Capital LLC | 8,443 | $6.30M | 0.61% | +425+5.3% | Added |
| Secure Asset Management, LLC | 8,437 | $6.30M | 0.89% | −304−3.5% | Reduced |
| Parkside Investments, LLC | 8,418 | $6.29M | 0.70% | +1,807+27.3% | Added |
| Winch Advisory Services, LLC | 8,405 | $6.28M | 1.30% | +454+5.7% | Added |
| XML Financial, LLC | 8,396 | $6.27M | 0.46% | +335+4.2% | Added |
| Tiaa Trust, National Association | 8,380 | $6.26M | 0.37% | −144−1.7% | Reduced |
| Bellwether Advisors, LLC | 8,375 | $6.25M | 0.93% | −34−0.4% | Reduced |
| W Advisors, LLC | 8,370 | $6.25M | 2.84% | +10.0% | Added |
| Omnia Family Wealth, LLC | 8,330 | $6.24M | 1.67% | −165−1.9% | Reduced |
| ForthRight Wealth Management, LLC | 8,342 | $6.23M | 1.59% | −11−0.1% | Reduced |
| Leverty Financial Group, LLC | 8,340 | $6.23M | 1.21% | −142−1.7% | Reduced |
| Northeast Investment Management | 8,326 | $6.22M | 0.23% | +121+1.5% | Added |
| Absolute Capital Management, LLC | 8,319 | $6.22M | 1.55% | +289+3.6% | Added |
| Central Valley Advisors, LLC | 8,322 | $6.21M | 1.59% | −310−3.6% | Reduced |
| Trust Co | 8,320 | $6.21M | 0.56% | +469+6.0% | Added |
| Atlas Brown,Inc. | 8,316 | $6.21M | 1.67% | −163−1.9% | Reduced |
| Visionary Wealth Advisors | 8,308 | $6.20M | 0.24% | −404−4.6% | Reduced |
| Garrison Point Advisors, LLC | 8,291 | $6.19M | 2.51% | +20.0% | Added |
| Mairs & Power Inc | 8,279 | $6.18M | 0.06% | −18,901−69.5% | Reduced |
| Baker Boyer National Bank | 8,259 | $6.17M | 1.69% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 8,257 | $6.17M | 0.55% | −175−2.1% | Reduced |
| Waycross Investment Management Co | 8,247 | $6.16M | 4.69% | +2,406+41.2% | Added |
| Cherrydale Wealth Management, LLC | 8,207 | $6.13M | 1.60% | +5,060+160.8% | Added |
| Wimmer Associates 1, LLC | 8,204 | $6.13M | 2.77% | +15+0.2% | Added |
| McDonald Partners LLC | 8,173 | $6.10M | 1.48% | +392+5.0% | Added |