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
Q3 2026 data is still coming in: 11 institutions have reported holding SPY so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| Northwest Bancshares, Inc. | 5,079 | $3.79M | 0.68% | −906−15.1% | Reduced |
| Eagle Wealth Strategies LLC | 5,077 | $3.79M | 1.45% | +27+0.5% | Added |
| JSF Financial, LLC | 5,073 | $3.79M | 0.61% | +2,357+86.8% | Added |
| Sierra Summit Advisors LLC | 5,070 | $3.79M | 0.42% | +416+8.9% | Added |
| RIA Advisory Group LLC | 5,061 | $3.78M | 0.84% | −16,313−76.3% | Reduced |
| Sharper & Granite LLC | 5,058 | $3.78M | 1.17% | −5,190−50.6% | Reduced |
| Foresight Capital Management Advisors, Inc. | 5,057 | $3.78M | 1.84% | −15,400−75.3% | Reduced |
| Harmony Asset Management LLC | 5,052 | $3.77M | 1.01% | −387−7.1% | Reduced |
| Pavion Blue Capital, LLC | 5,051 | $3.77M | 1.52% | −21−0.4% | Reduced |
| Epiq Partners, LLC | 5,048 | $3.77M | 1.60% | −56−1.1% | Reduced |
| LGT Financial Advisors LLC | 5,045 | $3.77M | 19.92% | +20.0% | Added |
| Madrid Wealth Management, LLC | 5,043 | $3.77M | 2.47% | +4+0.1% | Added |
| BCS Wealth Management | 5,036 | $3.76M | 0.68% | +540+12.0% | Added |
| Integrated Financial Solutions, Inc. | 5,011 | $3.74M | 2.02% | −198−3.8% | Reduced |
| Confluence Wealth Services, Inc. | 5,004 | $3.74M | 0.11% | +13+0.3% | Added |
| Main Street Group, LTD | 5,000 | $3.73M | 0.87% | −40−0.8% | Reduced |
| Broderick Brian C | 5,000 | $3.73M | 0.58% | 00.0% | Unchanged |
| Intrepid Family Office LLC | 5,000 | $3.73M | 3.44% | +5,000 | New |
| Willis Johnson & Associates, Inc. | 4,999 | $3.73M | 0.21% | −5,049−50.2% | Reduced |
| Private Wealth Group, LLC | 4,994 | $3.73M | 1.44% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 4,988 | $3.72M | 0.46% | +84+1.7% | Added |
| Strategic Investment Management, LLC | 4,980 | $3.72M | 1.28% | −930−15.7% | Reduced |
| Searle & Co. | 4,976 | $3.72M | 0.83% | +526+11.8% | Added |
| Davidson Trust Co | 4,969 | $3.71M | 1.45% | −26−0.5% | Reduced |
| Strait & Sound Wealth Management LLC | 4,963 | $3.71M | 1.30% | −114−2.2% | Reduced |
| Freestate Advisors LLC | 4,958 | $3.70M | 2.77% | +33+0.7% | Added |
| Canal Capital Management, LLC | 4,939 | $3.69M | 0.45% | +965+24.3% | Added |
| Trust Co of the South | 4,935 | $3.69M | 0.52% | +100+2.1% | Added |
| Verus Financial Partners, Inc. | 4,926 | $3.68M | 0.31% | −8−0.2% | Reduced |
| Builder Investment Group Inc | 4,920 | $3.67M | 0.73% | −60−1.2% | Reduced |
| Summit Financial Strategies, Inc. | 4,919 | $3.67M | 0.26% | −262−5.1% | Reduced |
| Parisi Gray Wealth Management | 4,916 | $3.67M | 0.75% | −18−0.4% | Reduced |
| Financial Network Wealth Management LLC | 4,898 | $3.67M | 1.04% | +218+4.7% | Added |
| Equita Financial Network, Inc. | 4,909 | $3.67M | 1.02% | +363+8.0% | Added |
| Braun Stacey Associates Inc | 4,904 | $3.66M | 0.10% | −853−14.8% | Reduced |
| Hansen & Associates Financial Group, Inc. | 4,872 | $3.66M | 2.10% | +3,393+229.4% | Added |
| Omega Financial Group, LLC | 4,897 | $3.66M | 1.11% | −150−3.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,884 | $3.65M | 0.45% | +65+1.3% | Added |
| Noesis Capital Mangement Corp | 4,883 | $3.65M | 0.44% | −137−2.7% | Reduced |
| Financial Enhancement Group LLC | 4,883 | $3.65M | 0.44% | +206+4.4% | Added |
| Pennsylvania Capital Management Inc | 4,863 | $3.63M | 0.92% | −42−0.9% | Reduced |
| Elmwood Wealth Management, Inc. | 4,861 | $3.63M | 0.91% | +122+2.6% | Added |
| LVW Advisors, LLC | 4,842 | $3.62M | 0.31% | −292−5.7% | Reduced |
| RHL Group, LLC | 4,821 | $3.60M | 3.00% | +4,818+160,600.0% | Added |
| SmartHarvest Portfolios, LLC | 4,815 | $3.60M | 1.16% | +1,284+36.4% | Added |
| Noked Israel Ltd | 4,794 | $3.58M | 0.37% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 4,793 | $3.58M | 1.06% | −248−4.9% | Reduced |
| Trilogy Capital Inc. | 4,785 | $3.57M | 0.14% | −208−4.2% | Reduced |
| Colonial Trust Advisors | 4,776 | $3.57M | 0.25% | +53+1.1% | Added |
| Value Investment Professionals, LLC | 4,767 | $3.56M | 2.99% | +4,767 | New |
| SOA Wealth Advisors, LLC. | 4,766 | $3.56M | 0.60% | −239−4.8% | Reduced |
| Vigilare Wealth Management | 4,764 | $3.56M | 1.09% | −6,992−59.5% | Reduced |
| Clarity Capital Advisors, LLC | 4,760 | $3.55M | 1.49% | +20.0% | Added |
| MW Advisory, LLC | 4,758 | $3.55M | 1.42% | +4,758 | New |
| Compass Wealth Management LLC | 4,754 | $3.55M | 0.67% | +4,754 | New |
| Geometric Wealth Advisors | 4,745 | $3.54M | 0.38% | +7+0.1% | Added |
| Peterson Wealth Services | 4,743 | $3.54M | 0.77% | +20.0% | Added |
| Armstrong Henry H Associates Inc | 4,741 | $3.54M | 0.34% | −10.0% | Reduced |
| Bank Ozk | 4,732 | $3.53M | 1.05% | −60−1.3% | Reduced |
| Weinberger Asset Management, Inc | 4,711 | $3.52M | 1.13% | −152−3.1% | Reduced |
| Redwood Investment Management, LLC | 4,703 | $3.51M | 0.35% | −218−4.4% | Reduced |
| MUFG Bank, Ltd. | 4,700 | $3.51M | 0.10% | −178,000−97.4% | Reduced |
| Intelligence Driven Advisers, LLC | 4,694 | $3.51M | 0.57% | −67−1.4% | Reduced |
| NorthStar Asset Management LLC | 4,688 | $3.50M | 1.42% | +223+5.0% | Added |
| Fire Capital Management LLC | 4,682 | $3.50M | 1.42% | −226−4.6% | Reduced |
| Virtue Asset Management LLC | 4,675 | $3.49M | 2.45% | −404−8.0% | Reduced |
| Integral Investment Advisors, Inc. | 4,673 | $3.49M | 0.77% | −81−1.7% | Reduced |
| MSH Capital Advisors LLC | 4,667 | $3.49M | 0.61% | +1,630+53.7% | Added |
| EdgeRock Capital LLC | 4,666 | $3.48M | 0.81% | −54−1.1% | Reduced |
| Tortuga Wealth Management, Inc | 4,656 | $3.48M | 2.64% | +1,200+34.7% | Added |
| K.J. Harrison & Partners Inc | 4,654 | $3.48M | 0.49% | +4,654 | New |
| Pennington Partners & Co., LLC | 4,643 | $3.48M | 1.11% | +156+3.5% | Added |
| Washington Trust Bank | 4,651 | $3.47M | 0.24% | +286+6.6% | Added |
| Calder Financial LLC | 4,635 | $3.46M | 3.26% | −607−11.6% | Reduced |
| Colonial Trust Co | 4,633 | $3.46M | 0.44% | −1,588−25.5% | Reduced |
| Northern Oak Wealth Management Inc | 4,632 | $3.46M | 0.39% | −10.0% | Reduced |
| Asset Allocation & Management Company, LLC | 4,631 | $3.46M | 1.13% | 00.0% | Unchanged |
| Rockwood Wealth Management, LLC | 4,622 | $3.45M | 0.22% | +485+11.7% | Added |
| Bank of Nova Scotia Trust Co | 4,613 | $3.44M | 0.29% | −241−5.0% | Reduced |
| Consilium Wealth Advisory, LLC | 4,613 | $3.44M | 1.02% | +13+0.3% | Added |
| Stonebridge Financial Group, LLC | 4,601 | $3.44M | 0.48% | +4,601 | New |
| Rydar Equities, Inc. | 4,602 | $3.44M | 1.94% | +665+16.9% | Added |
| Paladin Advisory Group, LLC | 4,606 | $3.44M | 2.28% | −107−2.3% | Reduced |
| Werba Rubin Papier Wealth Management | 4,599 | $3.43M | 0.42% | +10.0% | Added |
| Cahaba Wealth Management, Inc. | 4,596 | $3.43M | 0.21% | +144+3.2% | Added |
| Rollins Financial Advisors, LLC | 4,568 | $3.41M | 0.45% | −106−2.3% | Reduced |
| Axiom Investment Management LLC | 4,567 | $3.41M | 2.28% | −32−0.7% | Reduced |
| Aurelius Family Office LLC | 4,556 | $3.40M | 1.34% | +225+5.2% | Added |
| Kohmann Bosshard Financial Services, LLC | 4,553 | $3.40M | 0.29% | +4+0.1% | Added |
| TPG Advisors LLC | 4,549 | $3.40M | 1.86% | +40+0.9% | Added |
| WealthPoint Financial, LLC | 4,549 | $3.40M | 2.48% | +556+13.9% | Added |
| Harbour Capital Advisors, LLC | 4,499 | $3.40M | 0.62% | −35−0.8% | Reduced |
| Anchyra Partners LLC | 4,548 | $3.40M | 0.82% | +165+3.8% | Added |
| MPS Loria Financial Planners, LLC | 4,545 | $3.39M | 0.78% | −141−3.0% | Reduced |
| Mitchell Sinkler & Starr | 4,545 | $3.39M | 1.41% | −600−11.7% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 4,543 | $3.39M | 0.97% | −40−0.9% | Reduced |
| Fortress Financial Group, LLC | 4,542 | $3.39M | 1.69% | −295−6.1% | Reduced |
| Evergreen Advisors, LLC | 4,538 | $3.39M | 0.72% | −61−1.3% | Reduced |
| Centiva Capital, LP | 4,536 | $3.39M | 0.11% | +4,536 | New |
| Dala Group, LLC | 4,535 | $3.39M | 2.79% | −162−3.4% | Reduced |