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: 23 institutions have reported holding SPY so far. See Q3 2026
- Institutional holders
- 4,669
- +133 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
- 258
- 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 |
|---|---|---|---|---|---|
| White Lighthouse Investment Management Inc. | 4,533 | $3.39M | 0.42% | +191+4.4% | Added |
| Asset Management Group, Inc. | 4,532 | $3.38M | 0.50% | −143−3.1% | Reduced |
| Merrion Investment Management Co, LLC | 4,530 | $3.38M | 1.60% | −67−1.5% | Reduced |
| Tactive Advisors, LLC | 4,524 | $3.38M | 0.83% | −10,911−70.7% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,521 | $3.38M | 0.65% | −29−0.6% | Reduced |
| Ameriflex Group, Inc. | 4,521 | $3.38M | 1.38% | −30−0.7% | Reduced |
| Colter Lewis Investment Partners LLC | 4,506 | $3.37M | 1.50% | +3,439+322.3% | Added |
| Independent Wealth Advisors LLC | 4,513 | $3.37M | 3.05% | +70+1.6% | Added |
| Barnes Wealth Management Group, Inc | 4,511 | $3.37M | 1.56% | −13−0.3% | Reduced |
| Trust Co of Toledo NA | 4,507 | $3.37M | 0.28% | +143+3.3% | Added |
| Global Assets Advisory, LLC | 4,488 | $3.35M | 0.73% | −523−10.4% | Reduced |
| Affinity Capital Advisors, LLC | 4,465 | $3.35M | 0.41% | +101+2.3% | Added |
| Longview Financial Advisors, Inc. | 4,483 | $3.35M | 1.96% | +10.0% | Added |
| Power Wealth Management LLC | 4,462 | $3.33M | 1.15% | −146−3.2% | Reduced |
| Vericrest Private Wealth | 4,461 | $3.33M | 2.96% | −644−12.6% | Reduced |
| OMNI 360 Wealth, Inc. | 4,454 | $3.33M | 1.54% | +5+0.1% | Added |
| Madrona Financial Services, LLC | 4,451 | $3.32M | 0.61% | 00.0% | Unchanged |
| Arbor Wealth Advisors LLC | 4,441 | $3.32M | 2.03% | 00.0% | Unchanged |
| Ascension Capital Advisors, Inc. | 4,424 | $3.30M | 0.93% | −158−3.4% | Reduced |
| Red Lighthouse Investment Management, LLC | 4,417 | $3.30M | 0.98% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 4,414 | $3.30M | 2.93% | −67−1.5% | Reduced |
| WealthSpring Partners, LLC | 4,413 | $3.30M | 2.83% | −94−2.1% | Reduced |
| SkyOak Wealth, LLC | 4,405 | $3.29M | 0.54% | +42+1.0% | Added |
| Bristol Gate Capital Partners Inc. | 4,399 | $3.29M | 0.23% | −2,451−35.8% | Reduced |
| Ironwood Financial, llc | 4,384 | $3.28M | 0.51% | −22−0.5% | Reduced |
| VeraBank, N.A. | 4,393 | $3.28M | 0.54% | −319−6.8% | Reduced |
| Private Advisory Group LLC | 4,390 | $3.28M | 0.18% | −17,413−79.9% | Reduced |
| NerdWallet Wealth Partners, LLC | 4,388 | $3.28M | 1.13% | +68+1.6% | Added |
| Kelsey Financial, LLC | 4,388 | $3.28M | 2.49% | −408−8.5% | Reduced |
| Root Financial Partners, LLC | 4,382 | $3.27M | 0.13% | −99−2.2% | Reduced |
| Bull Street Advisors, LLC | 4,382 | $3.27M | 1.49% | −10−0.2% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,378 | $3.27M | 1.22% | +16+0.4% | Added |
| Naviter Wealth, LLC | 4,358 | $3.26M | 0.30% | +2,184+100.5% | Added |
| City State Bank | 4,367 | $3.26M | 0.75% | −31−0.7% | Reduced |
| Jamison Private Wealth Management, Inc. | 4,352 | $3.25M | 0.34% | +3,010+224.3% | Added |
| Cooper/Haims Advisors, LLC | 4,350 | $3.25M | 1.40% | +5+0.1% | Added |
| J. Derek Lewis & Associates Inc. | 4,337 | $3.24M | 0.61% | +317+7.9% | Added |
| Cito Capital Group, LLC | 4,320 | $3.23M | 0.88% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 4,327 | $3.23M | 0.25% | −36−0.8% | Reduced |
| Private Capital Advisors, Inc. | 4,326 | $3.23M | 0.28% | +4+0.1% | Added |
| Archford Capital Strategies, LLC | 4,314 | $3.22M | 0.33% | −38−0.9% | Reduced |
| Everpar Advisors LLC | 4,310 | $3.22M | 0.92% | +607+16.4% | Added |
| Shaker Financial Services, LLC | 4,290 | $3.21M | 1.01% | −419−8.9% | Reduced |
| Mathes Company, Inc. | 4,300 | $3.21M | 1.00% | +20+0.5% | Added |
| Capital Markets Trading UK LLP | 4,297 | $3.21M | 2.29% | −13,866−76.3% | Reduced |
| YANKCOM Partnership | 4,288 | $3.20M | 1.15% | −78−1.8% | Reduced |
| Davidson Kahn Capital Management, LLC | 4,285 | $3.20M | 1.37% | +1,630+61.4% | Added |
| Merkkuri Wealth Advisors LLC | 4,283 | $3.20M | 1.98% | −329−7.1% | Reduced |
| Midwest Financial Group LLC | 4,282 | $3.20M | 1.12% | +295+7.4% | Added |
| Oak Harbor Wealth Partners, LLC | 4,282 | $3.20M | 1.19% | −140−3.2% | Reduced |
| Kiley Juergens Wealth Management, LLC | 4,281 | $3.20M | 0.50% | +14+0.3% | Added |
| Murphy & Mullick Capital Management Corp | 4,276 | $3.19M | 1.98% | +676+18.8% | Added |
| Bluedoor Private Wealth, LLC | 4,274 | $3.19M | 1.35% | +97+2.3% | Added |
| Fortem Financial Group, LLC | 4,272 | $3.19M | 0.65% | −332−7.2% | Reduced |
| Lake Street Financial LLC | 4,270 | $3.19M | 0.36% | −65−1.5% | Reduced |
| Osbon Capital Management LLC | 4,269 | $3.19M | 2.50% | −3,554−45.4% | Reduced |
| Trevian Wealth Management LLC | 4,268 | $3.19M | 1.36% | +14+0.3% | Added |
| Signature Securities Group Corporation | 4,254 | $3.19M | 0.96% | +690+19.4% | Added |
| Tounjian Advisory Partners, LLC | 4,264 | $3.18M | 1.36% | +4,264 | New |
| Center for Financial Planning, Inc. | 4,261 | $3.18M | 0.30% | −91−2.1% | Reduced |
| Comprehensive Financial Planning, Inc. | 4,248 | $3.17M | 1.69% | +342+8.8% | Added |
| BNC Wealth Management, LLC | 4,246 | $3.17M | 0.77% | −21−0.5% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 4,231 | $3.17M | 1.51% | +815+23.9% | Added |
| Meyer Handelman Co | 4,247 | $3.16M | 0.09% | +1,239+41.2% | Added |
| Old Peak Finance LLC | 4,233 | $3.16M | 1.53% | +4+0.1% | Added |
| ProVise Management Group, LLC | 4,229 | $3.16M | 0.21% | −10−0.2% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 4,229 | $3.16M | 0.40% | +16+0.4% | Added |
| Fiduciary Financial Group, LLC | 4,218 | $3.15M | 0.36% | −87−2.0% | Reduced |
| McDaniel Terry & Co | 4,218 | $3.15M | 0.25% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 4,217 | $3.15M | 0.28% | −2,239−34.7% | Reduced |
| American Capital Advisory, LLC | 4,211 | $3.14M | 1.15% | −24−0.6% | Reduced |
| Shelton Capital Management | 4,205 | $3.14M | 0.06% | −40−0.9% | Reduced |
| Oarsman Capital, Inc. | 4,204 | $3.14M | 0.33% | −146−3.4% | Reduced |
| Davidson Kempner Capital Management LP | 4,197 | $3.13M | 0.05% | −1,338−24.2% | Reduced |
| Permanent Capital Management, LP | 4,185 | $3.13M | 0.42% | 00.0% | Unchanged |
| Team Hewins, LLC | 4,180 | $3.13M | 0.86% | +11+0.3% | Added |
| Stone Point Wealth LLC | 4,190 | $3.13M | 0.79% | +63+1.5% | Added |
| Richmond Investment Services, LLC | 4,184 | $3.12M | 0.99% | −4,119−49.6% | Reduced |
| Insight 2811, Inc. | 4,177 | $3.12M | 1.26% | +169+4.2% | Added |
| AlpenGlobal Capital LLC | 4,176 | $3.12M | 2.00% | −133−3.1% | Reduced |
| CM Wealth Advisors LLC | 4,174 | $3.12M | 0.56% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 4,171 | $3.11M | 0.57% | +13+0.3% | Added |
| Allred Capital Management, LLC | 4,166 | $3.11M | 1.02% | −9−0.2% | Reduced |
| Impact Capital Partners LLC | 4,165 | $3.11M | 0.85% | +112+2.8% | Added |
| Tufton Capital Management | 4,162 | $3.11M | 0.52% | −90−2.1% | Reduced |
| Aull & Monroe Investment Management Corp | 4,154 | $3.10M | 1.30% | +26+0.6% | Added |
| Green Ridge Wealth Planning LLC | 4,141 | $3.09M | 1.30% | +512+14.1% | Added |
| Standard Life Aberdeen plc | 4,138 | $3.09M | 0.00% | +2,021+95.5% | Added |
| Meridian Investment Counsel Inc. | 4,137 | $3.09M | 0.66% | −622−13.1% | Reduced |
| O'Rourke & Company, Inc | 4,125 | $3.08M | 1.08% | +61+1.5% | Added |
| Arch Global Advisors, LLC | 4,123 | $3.08M | 1.36% | −195−4.5% | Reduced |
| Telos Capital Management, Inc. | 4,110 | $3.07M | 0.27% | +355+9.5% | Added |
| Wallington Asset Management, LLC | 4,107 | $3.07M | 0.38% | +52+1.3% | Added |
| Duncan Williams Asset Management, LLC | 4,105 | $3.07M | 0.69% | +9+0.2% | Added |
| Alpha Zero LLC | 4,082 | $3.06M | 1.16% | +698+20.6% | Added |
| HBW Advisory Services LLC | 4,104 | $3.06M | 0.28% | +551+15.5% | Added |
| Macro Advisors, Inc. | 4,099 | $3.06M | 0.98% | −5,634−57.9% | Reduced |
| October Effect Ltd | 4,095 | $3.06M | 2.88% | +400+10.8% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 4,094 | $3.06M | 0.10% | +116+2.9% | Added |
| General Partner, Inc. | 4,088 | $3.05M | 1.64% | 00.0% | Unchanged |