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 |
|---|---|---|---|---|---|
| Greenspring Advisors, LLC | 8,167 | $6.10M | 0.34% | +164+2.0% | Added |
| Heritage Investment Group, Inc. | 8,158 | $6.09M | 0.82% | −1,435−15.0% | Reduced |
| Tilson Financial Group, Inc. | 8,157 | $6.09M | 1.68% | +147+1.8% | Added |
| LSP Investment Advisors, LLC | 8,152 | $6.08M | 5.58% | −10,012−55.1% | Reduced |
| Novus Advisors, LLC | 8,121 | $6.06M | 12.64% | +940+13.1% | Added |
| Luminvest Wealth Management LLC | 8,138 | $6.06M | 1.41% | 00.0% | Unchanged |
| Kerusso Capital Management LLC | 8,116 | $6.06M | 2.21% | +8,116 | New |
| Vienna Asset Management LLC | 8,104 | $6.05M | 4.31% | −1,304−13.9% | Reduced |
| Matters Capital LLC | 8,096 | $6.05M | 4.23% | 00.0% | Unchanged |
| Providence First Trust Co | 8,080 | $6.03M | 1.69% | −791−8.9% | Reduced |
| JustInvest LLC | 8,077 | $6.03M | 0.05% | +302+3.9% | Added |
| Stonebridge Financial Group, LLC | 8,073 | $6.03M | 0.46% | −989−10.9% | Reduced |
| LJI Wealth Management, LLC | 8,053 | $6.01M | 0.84% | −1,203−13.0% | Reduced |
| TrustBank | 8,016 | $5.99M | 2.03% | −308−3.7% | Reduced |
| Retireful, LLC | 7,984 | $5.96M | 5.55% | +4,636+138.5% | Added |
| LWM Advisory Services, LLC | 7,977 | $5.96M | 10.63% | −13,896−63.5% | Reduced |
| Pines Wealth Management, LLC | 7,956 | $5.94M | 1.71% | −171−2.1% | Reduced |
| Fell Capital Management | 7,952 | $5.94M | 5.00% | −213−2.6% | Reduced |
| Clientfirst Wealth Management, LLC | 7,950 | $5.94M | 4.88% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 7,948 | $5.94M | 1.69% | +39+0.5% | Added |
| WPWealth LLP | 7,941 | $5.93M | 0.88% | −206−2.5% | Reduced |
| Cohen Capital Management, Inc. | 7,938 | $5.93M | 0.81% | +20.0% | Added |
| Washington Trust Advisors, Inc. | 7,931 | $5.92M | 0.44% | +1,076+15.7% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,929 | $5.92M | 0.29% | −1,804−18.5% | Reduced |
| Marin Bay Wealth Advisors, LLC | 7,928 | $5.92M | 3.18% | −128,976−94.2% | Reduced |
| Invenio Wealth Partners LLC | 7,925 | $5.92M | 2.12% | −190−2.3% | Reduced |
| Tower View Investment Management & Research LLC | 7,915 | $5.91M | 2.60% | +6+0.1% | Added |
| 10Elms LLP | 7,894 | $5.89M | 2.49% | +1,509+23.6% | Added |
| Uhlmann Price Securities, LLC | 7,888 | $5.89M | 0.22% | +2,751+53.6% | Added |
| Laraway Financial Inc | 7,885 | $5.89M | 3.57% | −100−1.3% | Reduced |
| Smartleaf Asset Management LLC | 7,941 | $5.88M | 0.19% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 7,878 | $5.88M | 0.11% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 7,861 | $5.87M | 2.24% | −1,141−12.7% | Reduced |
| ELCO Management Co., LLC | 7,854 | $5.86M | 2.53% | +58+0.7% | Added |
| Core Capital Management & Research, inc. | 7,644 | $5.85M | 3.07% | +7,644 | New |
| Amussen Hunsaker Associates LLC | 7,824 | $5.84M | 0.56% | +106+1.4% | Added |
| Gratus Wealth Advisors, LLC | 7,821 | $5.84M | 0.74% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 7,777 | $5.81M | 0.67% | +3,013+63.2% | Added |
| Rialto Wealth Management, LLC | 7,774 | $5.81M | 1.15% | 00.0% | Unchanged |
| 9823 Capital, L.P. | 7,772 | $5.80M | 3.92% | +11+0.1% | Added |
| American Alpha Advisors, LLC | 7,769 | $5.80M | 3.43% | −40−0.5% | Reduced |
| Auxano Advisors, LLC | 7,763 | $5.80M | 1.10% | +515+7.1% | Added |
| Stairway Partners, LLC | 7,762 | $5.80M | 0.27% | −67−0.9% | Reduced |
| BHK Investment Advisors, LLC | 7,747 | $5.79M | 1.73% | −35−0.4% | Reduced |
| Little House Capital LLC | 7,739 | $5.78M | 1.30% | +28+0.4% | Added |
| Peak Planning Group, LLC | 7,729 | $5.77M | 1.30% | +235+3.1% | Added |
| Journey Advisory Group, LLC | 7,722 | $5.77M | 0.44% | −536−6.5% | Reduced |
| AXS Investments LLC | 7,711 | $5.76M | 1.63% | −1,832−19.2% | Reduced |
| Charles Schwab Trust Co | 7,653 | $5.72M | 0.32% | +4,697+158.9% | Added |
| Sonata Capital Group Inc | 7,644 | $5.71M | 1.84% | +356+4.9% | Added |
| Financial Gravity Companies, Inc. | 7,633 | $5.70M | 0.92% | +7,633 | New |
| Everett Harris & Co | 7,632 | $5.70M | 0.07% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 7,601 | $5.69M | 1.97% | −20.0% | Reduced |
| New Age Alpha Advisors, LLC | 7,588 | $5.67M | 0.24% | −3,423−31.1% | Reduced |
| Wellington Shields & Co., LLC | 7,550 | $5.64M | 1.26% | +421+5.9% | Added |
| Clarendon Private LLC | 7,538 | $5.63M | 3.62% | +467+6.6% | Added |
| Tompkins Financial Corp | 7,526 | $5.62M | 0.39% | −37−0.5% | Reduced |
| Pegasus Asset Management, Inc. | 7,515 | $5.61M | 1.60% | +37+0.5% | Added |
| Global Endowment Management, LP | 7,500 | $5.60M | 0.57% | −22,341−74.9% | Reduced |
| Monument Capital Management | 7,460 | $5.57M | 1.12% | +6,164+475.6% | Added |
| Quantum Financial Partners LLC | 7,431 | $5.55M | 2.84% | +7,431 | New |
| AtlasMark Financial, Inc | 7,430 | $5.55M | 2.73% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 7,426 | $5.55M | 1.56% | +60+0.8% | Added |
| Moneda S.A. Administradora General de Fondos | 7,396 | $5.52M | 4.53% | +7,396 | New |
| Waters Parkerson & Co., LLC | 7,387 | $5.52M | 0.27% | −21−0.3% | Reduced |
| ABLE Financial Group, LLC | 7,371 | $5.50M | 0.92% | −41−0.6% | Reduced |
| PDS Planning, Inc | 7,364 | $5.50M | 0.32% | +414+6.0% | Added |
| ASB Consultores, LLC | 7,347 | $5.49M | 16.85% | −23−0.3% | Reduced |
| Welch Group, LLC | 7,346 | $5.49M | 0.19% | +2,049+38.7% | Added |
| Parsons Capital Management Inc | 7,345 | $5.49M | 0.25% | +1,379+23.1% | Added |
| Advisor OS, LLC | 7,343 | $5.48M | 0.37% | −10,992−60.0% | Reduced |
| Rockingstone Advisors LLC | 7,330 | $5.47M | 2.20% | +232+3.3% | Added |
| Morse Asset Management, Inc | 7,329 | $5.47M | 0.91% | −5−0.1% | Reduced |
| TopTier Wealth Management, LLC | 7,328 | $5.47M | 3.31% | +15+0.2% | Added |
| Canoe Financial LP | 14,315 | $5.47M | 0.07% | +7,760+118.4% | Added |
| Essex Savings Bank | 7,308 | $5.46M | 1.18% | −59−0.8% | Reduced |
| Legacy Capital Wealth Management, LLC | 7,299 | $5.45M | 2.54% | −124−1.7% | Reduced |
| Capital City Trust Co | 7,292 | $5.45M | 1.13% | +1,132+18.4% | Added |
| Beaird Harris Wealth Management, LLC | 7,276 | $5.43M | 0.34% | +187+2.6% | Added |
| LBMC Investment Advisors, LLC | 7,259 | $5.42M | 0.29% | +9+0.1% | Added |
| Sharkey, Howes & Javer | 7,259 | $5.42M | 0.65% | −9,416−56.5% | Reduced |
| Financial Perspectives, Inc | 7,238 | $5.41M | 1.32% | +56+0.8% | Added |
| Fragasso Group Inc. | 7,236 | $5.40M | 0.29% | +403+5.9% | Added |
| Raffa Wealth Management, LLC | 7,227 | $5.40M | 0.68% | +4+0.1% | Added |
| Breakthru Advisory Services, LLC | 7,226 | $5.40M | 18.12% | −6,481−47.3% | Reduced |
| Two Point Capital Management, Inc. | 7,207 | $5.38M | 2.17% | +45+0.6% | Added |
| Single Point Partners, LLC | 7,205 | $5.38M | 0.95% | −279−3.7% | Reduced |
| Austin Asset Management Co Inc | 7,203 | $5.38M | 0.75% | −76−1.0% | Reduced |
| Options Solutions, LLC | 7,201 | $5.38M | 3.82% | −256−3.4% | Reduced |
| Heirloom Wealth Management | 7,196 | $5.37M | 0.78% | −458−6.0% | Reduced |
| Family Legacy, Inc. | 7,196 | $5.37M | 1.43% | −31−0.4% | Reduced |
| Copper Harbor Investment Advisors, LLC | 7,196 | $5.37M | 1.14% | +7,196 | New |
| Courage Capital Management LLC | 7,171 | $5.36M | 7.96% | 00.0% | Unchanged |
| Blankinship & Foster, LLC | 7,162 | $5.35M | 1.08% | −92−1.3% | Reduced |
| M1 Capital Management LLC | 7,151 | $5.34M | 1.97% | +49+0.7% | Added |
| Revolve Wealth Partners, LLC | 7,148 | $5.34M | 0.56% | +802+12.6% | Added |
| TownSquare Capital, LLC | 7,131 | $5.32M | 0.98% | +375+5.6% | Added |
| Hamilton Point Investment Advisors, LLC | 7,109 | $5.32M | 0.75% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 7,122 | $5.32M | 0.15% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 7,115 | $5.31M | 0.95% | +23+0.3% | Added |