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 |
|---|---|---|---|---|---|
| North Capital, Inc. | 5,734 | $4.28M | 3.23% | −743−11.5% | Reduced |
| Greenfield Savings Bank | 5,727 | $4.28M | 1.62% | +48+0.8% | Added |
| Harvest Investment Services, LLC | 5,727 | $4.28M | 0.66% | +96+1.7% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 5,723 | $4.27M | 2.60% | −65−1.1% | Reduced |
| FourThought Financial Partners, LLC | 5,715 | $4.27M | 0.33% | −80−1.4% | Reduced |
| BCM Advisors, LLC | 5,771 | $4.26M | 0.83% | +43+0.8% | Added |
| Beaumont Financial Advisors, LLC | 5,709 | $4.26M | 0.27% | +682+13.6% | Added |
| Park National Corp | 5,673 | $4.24M | 0.12% | −238−4.0% | Reduced |
| Crumly & Associates Inc. | 5,653 | $4.22M | 0.81% | −1,482−20.8% | Reduced |
| Novem Group | 5,646 | $4.22M | 0.43% | −1,318−18.9% | Reduced |
| Windsor Capital Management, LLC | 5,627 | $4.20M | 1.09% | −354−5.9% | Reduced |
| PlanVest Financial, Inc | 5,625 | $4.20M | 2.81% | +260+4.8% | Added |
| BWM Planning, LLC | 5,624 | $4.20M | 0.97% | +1,304+30.2% | Added |
| Bearing Point Capital, LLC | 5,614 | $4.19M | 0.57% | +1,627+40.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 5,611 | $4.19M | 0.51% | +59+1.1% | Added |
| Breakwater Capital Group | 5,609 | $4.19M | 0.50% | −578−9.3% | Reduced |
| Inspirion Wealth Advisors, LLC | 5,614 | $4.19M | 0.48% | −42−0.7% | Reduced |
| Briggs Wealth Management, Inc | 5,600 | $4.18M | 3.82% | −102−1.8% | Reduced |
| TritonPoint Partners, LLC | 5,581 | $4.18M | 0.35% | +3,223+136.7% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 5,588 | $4.17M | 4.38% | −1,166−17.3% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 5,580 | $4.17M | 2.39% | −19,416−77.7% | Reduced |
| Northstar Group, Inc. | 5,574 | $4.16M | 0.54% | 00.0% | Unchanged |
| Univest Financial Corp | 5,565 | $4.16M | 0.20% | −107−1.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 5,559 | $4.15M | 0.31% | +418+8.1% | Added |
| WealthShield Partners, LLC | 5,535 | $4.14M | 0.63% | −3,597−39.4% | Reduced |
| Spirepoint Private Client, LLC | 5,546 | $4.14M | 0.34% | +437+8.6% | Added |
| Atomic Invest LLC | 5,570 | $4.13M | 0.36% | +4,656+509.4% | Added |
| City Holding Co | 5,524 | $4.13M | 0.47% | −76−1.4% | Reduced |
| Moss Adams Wealth Advisors LLC | 5,507 | $4.12M | 0.26% | −147−2.6% | Reduced |
| Custos Family Office, LLC | 5,521 | $4.12M | 2.48% | +6+0.1% | Added |
| First Hawaiian Bank | 5,520 | $4.12M | 0.52% | 00.0% | Unchanged |
| BridgePort Financial Solutions, LLC | 5,514 | $4.12M | 1.05% | −855−13.4% | Reduced |
| Cooper Financial Group | 5,503 | $4.11M | 0.34% | +86+1.6% | Added |
| Sabby Management, LLC | 5,500 | $4.11M | 34.17% | +2,766+101.2% | Added |
| Mason & Associates, LLC | 5,496 | $4.10M | 0.85% | −29−0.5% | Reduced |
| Wealthquest Corp | 5,488 | $4.10M | 0.26% | +535+10.8% | Added |
| Cahill Financial Advisors Inc | 5,481 | $4.09M | 0.39% | +3+0.1% | Added |
| Denver Wealth Management, Inc. | 5,477 | $4.09M | 1.17% | −131−2.3% | Reduced |
| Sound Income Strategies, LLC | 5,455 | $4.07M | 0.18% | +42+0.8% | Added |
| Coastal Investment Advisors, Inc. | 5,452 | $4.07M | 1.27% | +1,223+28.9% | Added |
| Sunbeam Capital Management, LLC | 5,451 | $4.07M | 1.86% | +4,530+491.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,447 | $4.07M | 0.42% | −5,815−51.6% | Reduced |
| Ballast Rock Private Wealth LLC | 5,431 | $4.07M | 1.88% | +125+2.4% | Added |
| Roehl & Yi Investment Advisors, LLC | 5,440 | $4.06M | 1.34% | 00.0% | Unchanged |
| Kagan Cocozza Asset Management | 5,438 | $4.06M | 2.54% | −49−0.9% | Reduced |
| JGP Wealth Management, LLC | 5,436 | $4.06M | 0.36% | +14+0.3% | Added |
| Hassell Wealth Management, LLC | 5,445 | $4.06M | 1.24% | +14+0.3% | Added |
| Epacria Capital Partners, LLC | 5,432 | $4.06M | 3.13% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 5,424 | $4.05M | 1.82% | −50−0.9% | Reduced |
| Wood Tarver Financial Group, LLC | 5,423 | $4.05M | 0.96% | +85+1.6% | Added |
| Guardsman Private Capital Management, Inc. | 5,417 | $4.05M | 2.84% | +6+0.1% | Added |
| Greykasell Wealth Strategies, Inc. | 5,411 | $4.04M | 1.47% | +55+1.0% | Added |
| Vawter Financial, Ltd. | 5,410 | $4.04M | 1.52% | −41−0.8% | Reduced |
| Green Square Capital Advisors LLC | 5,397 | $4.03M | 0.38% | +9+0.2% | Added |
| Ellevest, Inc. | 5,452 | $4.02M | 0.47% | +155+2.9% | Added |
| Sivia Capital Partners, LLC | 5,379 | $4.02M | 0.49% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 5,378 | $4.02M | 2.76% | +207+4.0% | Added |
| Ironwood Investment Counsel, LLC | 5,375 | $4.01M | 0.53% | −364−6.3% | Reduced |
| Curran Financial Partners, LLC | 5,365 | $4.01M | 0.60% | −56−1.0% | Reduced |
| Sittner & Nelson, LLC | 5,355 | $4.00M | 1.26% | −85−1.6% | Reduced |
| Marble Wealth, LLC | 5,342 | $3.99M | 0.61% | −9−0.2% | Reduced |
| Cape Cod Five Cents Savings Bank | 5,334 | $3.98M | 0.32% | +5,334 | New |
| United Community Bank | 5,328 | $3.98M | 1.23% | +1,799+51.0% | Added |
| Watershed Private Wealth LLC | 5,309 | $3.96M | 1.12% | 00.0% | Unchanged |
| PUREfi Wealth, LLC | 5,306 | $3.96M | 2.18% | −361−6.4% | Reduced |
| Alamea Verwaltungs GmbH | 5,301 | $3.96M | 3.16% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 5,299 | $3.96M | 0.22% | −724−12.0% | Reduced |
| Octavia Wealth Advisors, LLC | 5,281 | $3.95M | 0.34% | −770−12.7% | Reduced |
| Dunhill Financial, LLC | 5,285 | $3.95M | 0.81% | −412−7.2% | Reduced |
| Highland Capital Management, LLC | 5,274 | $3.94M | 0.18% | −1,325−20.1% | Reduced |
| Alta Capital Management LLC | 5,274 | $3.94M | 0.29% | +4,078+341.0% | Added |
| Cascade Financial Partners, LLC | 5,271 | $3.94M | 0.34% | −48−0.9% | Reduced |
| Mason Investment Advisory Services, Inc. | 5,257 | $3.93M | 0.15% | +6+0.1% | Added |
| Gilbert & Cook, Inc. | 5,252 | $3.92M | 0.45% | −55−1.0% | Reduced |
| T3 Companies, LLC | 5,250 | $3.92M | 4.48% | +4,799+1,064.1% | Added |
| Financial Advisors Network, Inc. | 5,243 | $3.92M | 0.48% | +68+1.3% | Added |
| 1 North Wealth Services LLC | 5,238 | $3.91M | 1.28% | +63+1.2% | Added |
| Gemmer Asset Management LLC | 5,233 | $3.91M | 0.26% | −384−6.8% | Reduced |
| GW&K Investment Management, LLC | 5,217 | $3.90M | 0.03% | −431−7.6% | Reduced |
| Stevens Capital Management LP | 5,210 | $3.89M | 0.93% | −22,171−81.0% | Reduced |
| Hyposwiss Advisors SA | 5,182 | $3.87M | 3.67% | −4,950−48.9% | Reduced |
| Rede Wealth, LLC | 5,179 | $3.87M | 1.28% | −10−0.2% | Reduced |
| Koss-Olinger Consulting, LLC | 5,165 | $3.86M | 0.30% | +866+20.1% | Added |
| Rice Partnership, LLC | 5,162 | $3.85M | 0.47% | −232−4.3% | Reduced |
| Wealth Management Partners, LLC | 5,162 | $3.85M | 0.91% | +9+0.2% | Added |
| Reynders McVeigh Capital Management, LLC | 5,157 | $3.85M | 0.17% | −246−4.6% | Reduced |
| Goldstein Advisors, LLC | 5,154 | $3.85M | 0.35% | +1,322+34.5% | Added |
| Fundamentun, LLC | 5,139 | $3.84M | 0.14% | +171+3.4% | Added |
| Patton Albertson Miller Group, LLC | 5,138 | $3.84M | 0.38% | −114−2.2% | Reduced |
| Warner Financial, Inc | 5,131 | $3.83M | 1.13% | −9−0.2% | Reduced |
| Holderness Investments Co | 5,125 | $3.83M | 0.64% | −63−1.2% | Reduced |
| Leeward Financial Partners, LLC | 5,111 | $3.82M | 1.00% | +12+0.2% | Added |
| JM2 Capital Inc. | 5,107 | $3.81M | 2.62% | +83+1.7% | Added |
| BankPlus Wealth Management LLC | 5,102 | $3.81M | 1.72% | −30−0.6% | Reduced |
| Hurley Capital, LLC | 5,103 | $3.81M | 1.97% | +403+8.6% | Added |
| Alpha Wealth Funds, LLC | 5,103 | $3.81M | 2.36% | +188+3.8% | Added |
| Bangor Savings Bank | 5,095 | $3.80M | 0.28% | −134−2.6% | Reduced |
| Hilltop National Bank | 5,087 | $3.80M | 0.81% | +100+2.0% | Added |
| Aviance Capital Partners, LLC | 5,085 | $3.80M | 0.39% | +45+0.9% | Added |
| Raab & Moskowitz Asset Management LLC | 5,084 | $3.80M | 0.76% | −15−0.3% | Reduced |