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 |
|---|---|---|---|---|---|
| Catalyst Private Wealth, LLC | 7,106 | $5.31M | 2.56% | −131−1.8% | Reduced |
| Optima Capital LLC | 7,086 | $5.30M | 2.09% | +1,761+33.1% | Added |
| Stephenson National Bank & Trust | 7,099 | $5.30M | 1.34% | +228+3.3% | Added |
| McGuire Capital Advisors Inc | 7,090 | $5.29M | 2.89% | +2,275+47.2% | Added |
| Twin Lakes Capital Management, LLC | 7,080 | $5.29M | 2.02% | −247−3.4% | Reduced |
| Harbour Wealth Management Group, Inc. | 7,078 | $5.29M | 3.57% | −99−1.4% | Reduced |
| Abacus Planning Group, Inc. | 7,073 | $5.28M | 0.65% | −39−0.5% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 7,064 | $5.28M | 0.35% | −29−0.4% | Reduced |
| DHJJ Financial Advisors, Ltd. | 7,059 | $5.27M | 1.52% | −95−1.3% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 7,057 | $5.27M | 0.62% | +312+4.6% | Added |
| Holistic Planning, LLC | 7,051 | $5.27M | 0.82% | +341+5.1% | Added |
| Journey Beyond Wealth, LLC | 7,013 | $5.24M | 4.09% | −212−2.9% | Reduced |
| Objective Capital Management, LLC | 7,006 | $5.23M | 4.65% | +30+0.4% | Added |
| Bennett Selby Investments LP | 7,002 | $5.23M | 1.67% | +114+1.7% | Added |
| Platform Technology Partners | 7,000 | $5.23M | 0.86% | −159−2.2% | Reduced |
| First Interstate Bank | 6,989 | $5.22M | 0.27% | +666+10.5% | Added |
| Boston Research & Management Inc | 6,971 | $5.21M | 1.15% | −35−0.5% | Reduced |
| Signature Wealth Management Partners, LLC | 6,970 | $5.21M | 2.43% | −4−0.1% | Reduced |
| Sage Financial Group Inc | 6,967 | $5.20M | 0.29% | +881+14.5% | Added |
| SeaBridge Investment Advisors LLC | 6,957 | $5.19M | 0.75% | +153+2.2% | Added |
| NWK Group, Inc. | 6,952 | $5.19M | 1.60% | −248−3.4% | Reduced |
| Price T Rowe Associates Inc | 6,948 | $5.19M | 0.00% | −3,230−31.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,948 | $5.19M | 0.15% | +165+2.4% | Added |
| Icapital Wealth LLC | 6,942 | $5.18M | 2.90% | +160+2.4% | Added |
| Waterfront Wealth Inc. | 6,854 | $5.17M | 0.80% | −37−0.5% | Reduced |
| Keebeck Wealth Management, LLC | 6,921 | $5.17M | 0.51% | −41−0.6% | Reduced |
| Clear Point Advisors Inc. | 6,923 | $5.17M | 4.58% | +6,923 | New |
| ORBA Wealth Advisors, L.L.C. | 6,923 | $5.17M | 4.42% | +719+11.6% | Added |
| Lotus Asset Management LLC | 6,912 | $5.16M | 4.57% | +6,912 | New |
| OP Asset Management Ltd | 6,896 | $5.15M | 0.05% | +1,551+29.0% | Added |
| Metlife Inc | 6,878 | $5.14M | 39.25% | 00.0% | Unchanged |
| Generation Capital Management LLC | 6,859 | $5.12M | 3.14% | −85−1.2% | Reduced |
| Cardinal Point Capital Management, ULC | 6,847 | $5.12M | 0.29% | +151+2.3% | Added |
| Tennessee Valley Asset Management Partners | 6,838 | $5.11M | 0.56% | +474+7.4% | Added |
| Roffman Miller Associates Inc | 6,827 | $5.10M | 0.27% | +85+1.3% | Added |
| RKL Wealth Management LLC | 6,812 | $5.09M | 0.41% | +95+1.4% | Added |
| Ironclad Investments LLC | 6,805 | $5.08M | 2.18% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 6,776 | $5.06M | 0.46% | −139−2.0% | Reduced |
| Ledyard National Bank | 6,763 | $5.05M | 0.41% | −275−3.9% | Reduced |
| Aldebaran Financial Inc. | 6,756 | $5.05M | 4.10% | −711−9.5% | Reduced |
| Thoroughbred Financial Services, LLC | 6,756 | $5.04M | 0.24% | +125+1.9% | Added |
| Private Wealth Partners, LLC | 6,755 | $5.04M | 0.36% | −82−1.2% | Reduced |
| Howard Wealth Management, LLC | 6,735 | $5.03M | 1.86% | +89+1.3% | Added |
| Cedarwood Wealth LLC | 6,734 | $5.03M | 3.80% | +37+0.6% | Added |
| Cascades Capital Asset Management, LLC | 6,734 | $5.03M | 1.86% | +30.0% | Added |
| Sandy Cove Advisors, LLC | 6,726 | $5.02M | 1.26% | +1,295+23.8% | Added |
| Madden Advisory Services, Inc. | 6,725 | $5.02M | 1.80% | −172−2.5% | Reduced |
| First American Trust, FSB | 6,723 | $5.02M | 0.30% | −698−9.4% | Reduced |
| Tanglewood Legacy Advisors, LLC | 6,719 | $5.02M | 1.62% | −158−2.3% | Reduced |
| Alchemi Wealth, LLC | 6,716 | $5.02M | 2.35% | +530+8.6% | Added |
| Pacitti Group Inc. | 6,698 | $5.01M | 1.59% | +285+4.4% | Added |
| Indivisible Partners | 6,707 | $5.01M | 0.28% | +5,968+807.6% | Added |
| Eagle Global Advisors LLC | 6,703 | $5.01M | 0.17% | −140−2.0% | Reduced |
| Boothbay Fund Management, LLC | 6,687 | $4.99M | 0.10% | +3,066+84.7% | Added |
| Legacy Capital Wealth Partners, LLC | 18,748 | $4.99M | 0.96% | −54,845−74.5% | Reduced |
| Libra Wealth LLC | 6,678 | $4.99M | 1.27% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 6,666 | $4.98M | 3.50% | −727−9.8% | Reduced |
| Enclave Advisors LLC | 6,663 | $4.98M | 0.65% | −30.0% | Reduced |
| Boston Trust Walden Corp | 6,637 | $4.96M | 0.04% | +309+4.9% | Added |
| Next Capital Management LLC | 6,632 | $4.95M | 1.34% | −127−1.9% | Reduced |
| Semitam Bonam LLC | 6,632 | $4.95M | 3.64% | −46−0.7% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 6,627 | $4.95M | 1.21% | +744+12.6% | Added |
| Foundry Financial LLC | 6,615 | $4.94M | 1.67% | +6,090+1,160.0% | Added |
| Orgel Wealth Management, LLC | 6,613 | $4.94M | 0.09% | +335+5.3% | Added |
| Beacon Financial Advisory LLC | 6,610 | $4.94M | 0.97% | −252−3.7% | Reduced |
| Teucrium Investment Advisors, LLC | 6,610 | $4.94M | 4.39% | +6,610 | New |
| FSM Wealth Advisors, LLC | 6,609 | $4.94M | 0.53% | −468−6.6% | Reduced |
| Alley Investment Management Company, LLC | 6,602 | $4.93M | 0.58% | −178−2.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,593 | $4.92M | 0.01% | −1,052−13.8% | Reduced |
| Capital Analysts, LLC | 6,586 | $4.92M | 0.11% | +594+9.9% | Added |
| Semus Wealth Partners LLC | 6,580 | $4.91M | 2.37% | −65−1.0% | Reduced |
| Towerpoint Wealth, LLC | 6,576 | $4.91M | 1.71% | +614+10.3% | Added |
| Graves-Light Private Wealth Management, Inc. | 6,570 | $4.91M | 0.46% | +186+2.9% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 6,564 | $4.90M | 1.30% | +29+0.4% | Added |
| RWM Asset Management, LLC | 6,554 | $4.90M | 0.69% | −9,486−59.1% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 6,555 | $4.89M | 0.64% | −308−4.5% | Reduced |
| KKM Financial LLC | 6,553 | $4.89M | 0.67% | −2,856−30.4% | Reduced |
| Resolute Wealth Strategies, LLC | 6,546 | $4.89M | 1.89% | −593−8.3% | Reduced |
| Arcus Capital Partners, LLC | 6,539 | $4.88M | 2.02% | +790+13.7% | Added |
| Pincus Capital Management, LP | 6,536 | $4.88M | 2.91% | 00.0% | Unchanged |
| Avalon Trust Co | 6,530 | $4.88M | 0.30% | −150−2.2% | Reduced |
| M.E. Allison & Co., Inc. | 6,525 | $4.87M | 2.80% | −270−4.0% | Reduced |
| Vinland Capital Management Gestora de Recursos LTDA. | 6,523 | $4.87M | 52.39% | 00.0% | Unchanged |
| American State Bank (Iowa) | 6,507 | $4.86M | 1.97% | 00.0% | Unchanged |
| Stephenson & Company, Inc. | 6,496 | $4.85M | 2.27% | +145+2.3% | Added |
| Home Federal Bank of Tennessee | 6,483 | $4.84M | 1.04% | −119−1.8% | Reduced |
| Griffith & Werner, Inc. | 6,481 | $4.84M | 2.27% | +62+1.0% | Added |
| Woodmont Investment Counsel LLC | 6,478 | $4.84M | 0.26% | −95−1.4% | Reduced |
| Sunesis Advisors, LLC | 6,472 | $4.83M | 2.00% | −65−1.0% | Reduced |
| Mengis Capital Management, Inc. | 6,461 | $4.83M | 0.73% | −22−0.3% | Reduced |
| Fiduciary Wealth Partners, LLC | 6,461 | $4.82M | 2.66% | +8+0.1% | Added |
| Signature Equity Partners, LLC | 6,460 | $4.82M | 2.21% | −1,421−18.0% | Reduced |
| Lockerman Financial Group, Inc. | 6,455 | $4.82M | 7.37% | +1,434+28.6% | Added |
| Sig Brokerage, LP | 6,453 | $4.82M | 0.77% | +6,453 | New |
| Roberts Glore & Co Inc | 6,447 | $4.81M | 1.19% | +639+11.0% | Added |
| Prasad Wealth Partners, LLC | 6,440 | $4.81M | 1.16% | −103−1.6% | Reduced |
| M3 Advisory Group, LLC | 6,419 | $4.79M | 2.49% | +73+1.2% | Added |
| Apollon Financial, LLC | 6,417 | $4.79M | 0.57% | +20+0.3% | Added |
| McAdam, LLC | 6,410 | $4.79M | 0.18% | −560−8.0% | Reduced |
| Duncker Streett & Co Inc | 6,410 | $4.79M | 0.81% | +482+8.1% | Added |