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 |
|---|---|---|---|---|---|
| Insight Wealth Strategies, LLC | 6,414 | $4.78M | 0.47% | −339−5.0% | Reduced |
| Argos Wealth Advisors, LLC | 6,388 | $4.77M | 1.26% | +1,065+20.0% | Added |
| Midland Wealth Advisors LLC | 6,358 | $4.75M | 0.22% | −46−0.7% | Reduced |
| Prism Advisors, Inc. | 6,355 | $4.75M | 1.15% | −106−1.6% | Reduced |
| Essex LLC | 6,353 | $4.74M | 0.72% | −4−0.1% | Reduced |
| Castleview Partners, LLC | 6,348 | $4.74M | 2.08% | −23−0.4% | Reduced |
| Evensky & Katz LLC | 6,345 | $4.74M | 0.24% | +1,033+19.4% | Added |
| Horizon Wealth Management, LLC | 6,343 | $4.74M | 0.60% | +105+1.7% | Added |
| Schear Investment Advisers, LLC | 6,342 | $4.74M | 1.58% | −4,869−43.4% | Reduced |
| Consolidated Planning Corp | 6,337 | $4.73M | 0.64% | −229−3.5% | Reduced |
| Drucker Wealth 3.0, LLC | 6,337 | $4.73M | 0.75% | −12−0.2% | Reduced |
| Hemenway Trust Co LLC | 6,317 | $4.72M | 0.33% | −47−0.7% | Reduced |
| North Star Asset Management Inc | 6,299 | $4.70M | 0.19% | −138−2.1% | Reduced |
| Thompson David Blair | 6,298 | $4.70M | 2.35% | −497−7.3% | Reduced |
| Investment House LLC | 6,292 | $4.70M | 0.21% | +6,292 | New |
| Tillman Hartley LLC | 6,261 | $4.68M | 1.05% | 00.0% | Unchanged |
| Cooksen Wealth, LLC | 6,255 | $4.67M | 2.94% | +1,876+42.8% | Added |
| Liberty Wealth Management LLC | 7,179 | $4.67M | 0.58% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 6,249 | $4.67M | 0.30% | +2,658+74.0% | Added |
| Councilmark Asset Management, LLC | 6,245 | $4.66M | 2.47% | 00.0% | Unchanged |
| Ewa, LLC | 6,243 | $4.66M | 0.85% | +26+0.4% | Added |
| SC&H Financial Advisors, Inc. | 6,226 | $4.65M | 0.62% | +38+0.6% | Added |
| Rebalance, LLC | 6,221 | $4.65M | 0.24% | −1,331−17.6% | Reduced |
| ZRC Wealth Management, LLC | 6,216 | $4.64M | 1.39% | −15−0.2% | Reduced |
| NFP Retirement, Inc. | 6,204 | $4.64M | 0.25% | +164+2.7% | Added |
| Outlook Wealth Advisors, LLC | 6,215 | $4.64M | 1.00% | +515+9.0% | Added |
| Tranquilli Financial Advisor LLC | 6,206 | $4.63M | 2.49% | +740+13.5% | Added |
| Deltec Asset Management LLC | 6,205 | $4.63M | 0.68% | −4−0.1% | Reduced |
| Investment Insight Wealth Management, LLC | 6,197 | $4.63M | 4.01% | +21+0.3% | Added |
| Presilium Private Wealth, LLC | 6,191 | $4.62M | 0.71% | +5,486+778.2% | Added |
| Elm Partners Management LLC | 6,182 | $4.62M | 0.17% | −12−0.2% | Reduced |
| Curbstone Financial Management Corp | 6,163 | $4.60M | 0.78% | −136−2.2% | Reduced |
| WJ Financial Advisors LLC | 6,154 | $4.60M | 3.38% | +74+1.2% | Added |
| F&V Capital Management, LLC | 6,149 | $4.59M | 0.85% | −70−1.1% | Reduced |
| Total Clarity Wealth Management, Inc. | 6,149 | $4.59M | 0.89% | −198−3.1% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,147 | $4.59M | 0.68% | +391+6.8% | Added |
| Pullen Investment Management, LLC | 6,143 | $4.59M | 2.12% | −22−0.4% | Reduced |
| Resurgent Financial Advisors LLC | 6,137 | $4.58M | 1.28% | −1,709−21.8% | Reduced |
| Capital Wealth Alliance, LLC | 6,127 | $4.57M | 2.12% | −20.0% | Reduced |
| Forza Wealth Management, LLC | 6,121 | $4.57M | 1.40% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 0 | $4.55M | 1.09% | 0 | Unchanged |
| Summitry LLC | 6,085 | $4.54M | 0.15% | +6,085 | New |
| Edge Wealth Management LLC | 6,078 | $4.54M | 0.76% | −66−1.1% | Reduced |
| Smith, Salley & Associates | 6,075 | $4.54M | 0.20% | −2,050−25.2% | Reduced |
| Liberty Square Wealth Partners LLC | 6,063 | $4.53M | 1.08% | −347−5.4% | Reduced |
| Permanens Capital L.P. | 6,043 | $4.52M | 0.47% | −190−3.0% | Reduced |
| Clearview Wealth Management LLC | 6,055 | $4.52M | 2.91% | −52−0.9% | Reduced |
| Juncture Wealth Strategies, LLC | 6,048 | $4.52M | 1.17% | +139+2.4% | Added |
| Anchor Investment Management, LLC | 6,046 | $4.51M | 0.34% | −1,903−23.9% | Reduced |
| Silvant Capital Management LLC | 6,045 | $4.51M | 0.13% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 6,043 | $4.51M | 0.84% | −2,956−32.8% | Reduced |
| Snowwater Investment Partners, LLC | 6,026 | $4.51M | 3.12% | +10.0% | Added |
| Menora Mivtachim Holdings Ltd. | 6,040 | $4.51M | 0.02% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 6,036 | $4.51M | 2.29% | +108+1.8% | Added |
| Orleans Capital Management Corp | 6,035 | $4.51M | 2.33% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 6,028 | $4.50M | 0.97% | +834+16.1% | Added |
| Opal Wealth Advisors, LLC | 6,026 | $4.50M | 0.97% | +646+12.0% | Added |
| Smith Asset Management Co., LLC | 6,014 | $4.49M | 3.53% | +33+0.6% | Added |
| Verum Partners LLC | 6,013 | $4.49M | 0.68% | +593+10.9% | Added |
| Bridges Investment Management Inc | 6,009 | $4.49M | 0.05% | −4,677−43.8% | Reduced |
| Charter Research & Investment Group, Inc. | 6,007 | $4.49M | 2.72% | −36−0.6% | Reduced |
| Spinnaker Investment Group, LLC | 6,004 | $4.48M | 0.72% | +2,609+76.8% | Added |
| Fischer Investment Strategies, LLC | 6,001 | $4.48M | 2.14% | −1,258−17.3% | Reduced |
| CMT Capital Markets Trading GmbH | 5,997 | $4.48M | 2.34% | −2,219−27.0% | Reduced |
| Cornerstone Advisory, LLC | 5,988 | $4.47M | 0.37% | +162+2.8% | Added |
| Affiance Financial, LLC | 5,966 | $4.46M | 0.64% | −164−2.7% | Reduced |
| First National Bank Sioux Falls | 6,346 | $4.45M | 1.22% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 5,961 | $4.45M | 0.57% | +70+1.2% | Added |
| Kathmere Capital Management, LLC | 5,943 | $4.44M | 0.24% | +177+3.1% | Added |
| LOM Asset Management Ltd | 5,939 | $4.44M | 1.15% | +27+0.5% | Added |
| CWS Financial Advisors, LLC | 5,928 | $4.43M | 0.98% | +15+0.3% | Added |
| Prosperity Planning, Inc. | 5,927 | $4.43M | 1.01% | −170−2.8% | Reduced |
| Kohlberg Kravis Roberts & Co. L.P. | 5,920 | $4.42M | 0.08% | +5,920 | New |
| Kelman-Lazarov, Inc. | 5,917 | $4.42M | 0.58% | −7−0.1% | Reduced |
| Weaver Consulting Group | 5,915 | $4.42M | 0.91% | +143+2.5% | Added |
| Costello Asset Management, INC | 5,913 | $4.42M | 1.33% | +2,226+60.4% | Added |
| Sterling Capital Management LLC | 5,910 | $4.41M | 0.07% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 5,894 | $4.40M | 0.20% | +317+5.7% | Added |
| Climber Capital SA | 5,900 | $4.40M | 2.69% | +550+10.3% | Added |
| First United Bank Trust | 5,864 | $4.38M | 1.26% | −157−2.6% | Reduced |
| Jones Kertz & Associates, Inc. | 5,863 | $4.38M | 2.02% | −195−3.2% | Reduced |
| Interchange Capital Partners, LLC | 5,859 | $4.38M | 0.82% | −151−2.5% | Reduced |
| Retirement Guys Formula LLC | 5,858 | $4.37M | 1.65% | +176+3.1% | Added |
| Horizon Investment Services, LLC | 5,837 | $4.36M | 1.21% | −183−3.0% | Reduced |
| Fagan Associates, Inc. | 5,829 | $4.35M | 0.54% | −5−0.1% | Reduced |
| Zions Bancorporation, National Association | 5,823 | $4.35M | 0.26% | −42−0.7% | Reduced |
| Gold Investment Management Ltd. | 5,824 | $4.35M | 1.18% | −135−2.3% | Reduced |
| Element Wealth, LLC | 5,809 | $4.34M | 1.63% | −465−7.4% | Reduced |
| Summit Place Financial Advisors, LLC | 5,808 | $4.34M | 1.90% | +35+0.6% | Added |
| Sky Investment Group LLC | – | $4.34M | 0.68% | – | – |
| Investmark Advisory Group LLC | 5,808 | $4.34M | 1.65% | +63+1.1% | Added |
| Per Stirling Capital Management, LLC. | 5,806 | $4.34M | 0.41% | −43−0.7% | Reduced |
| Altfest L J & Co Inc | 5,804 | $4.33M | 0.42% | −99−1.7% | Reduced |
| Security Financial Services, INC. | 5,788 | $4.32M | 0.60% | +54+0.9% | Added |
| Wynn Capital, LLC | 5,779 | $4.32M | 1.93% | −38−0.7% | Reduced |
| Ofc Financial Planning, LLC | 5,772 | $4.31M | 3.83% | 00.0% | Unchanged |
| MOR Wealth Management, LLC | 5,771 | $4.31M | 1.72% | +452+8.5% | Added |
| Monograph Wealth Advisors, LLC | 5,753 | $4.31M | 0.35% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 5,757 | $4.30M | 0.48% | −395−6.4% | Reduced |
| Farmers National Bank | 5,739 | $4.29M | 0.89% | −389−6.3% | Reduced |