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 |
|---|---|---|---|---|---|
| Capstone Financial Advisors, Inc. | 4,079 | $3.05M | 0.15% | −44−1.1% | Reduced |
| Worth Financial Advisory Group, LLC | 4,073 | $3.04M | 1.27% | +4,073 | New |
| Sterling Investment Counsel, LLC | 4,067 | $3.04M | 0.72% | −5−0.1% | Reduced |
| Miramar Fiduciary Corp | 4,056 | $3.04M | 3.00% | 00.0% | Unchanged |
| Compass Capital Management, Inc | 4,061 | $3.03M | 0.18% | +1,741+75.0% | Added |
| Sugar Maple Asset Management, LLC | 4,053 | $3.03M | 1.95% | +1,250+44.6% | Added |
| Allstate Corp | 4,049 | $3.02M | 0.03% | −89,747−95.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 4,038 | $3.02M | 0.45% | −20−0.5% | Reduced |
| Graybill Bartz & Assoc Ltd | 4,040 | $3.02M | 0.81% | +25+0.6% | Added |
| Blue Chip Partners, Inc. | 4,035 | $3.01M | 0.19% | −12−0.3% | Reduced |
| Investors Asset Management of Georgia Inc | 4,030 | $3.01M | 1.05% | +404+11.1% | Added |
| Kavar Capital Partners Group, LLC | 4,019 | $3.00M | 0.37% | +1,302+47.9% | Added |
| Polen Capital Management LLC | 4,018 | $3.00M | 0.03% | +261+6.9% | Added |
| Spring Capital Management, LLC | 4,004 | $2.99M | 1.46% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 4,000 | $2.99M | 1.00% | 00.0% | Unchanged |
| Alterna Wealth Management, Inc | 3,997 | $2.98M | 1.71% | +83+2.1% | Added |
| Westside Investment Management, Inc. | 3,994 | $2.98M | 0.39% | +252+6.7% | Added |
| WNY Asset Management, LLC | 3,994 | $2.98M | 0.27% | +46+1.2% | Added |
| Banque Transatlantique SA | 3,993 | $2.98M | 0.06% | −395−9.0% | Reduced |
| Able Wealth Management LLC | 3,956 | $2.95M | 0.68% | −122−3.0% | Reduced |
| Panoramic Capital Partners, LLC | 3,956 | $2.95M | 1.40% | +13+0.3% | Added |
| Gradient Investments LLC | 3,955 | $2.95M | 0.04% | +168+4.4% | Added |
| Convergence Financial, LLC | 3,949 | $2.95M | 0.23% | −4,097−50.9% | Reduced |
| Traphagen Investment Advisors LLC | 3,939 | $2.94M | 0.21% | −203−4.9% | Reduced |
| Grange Capital, LLC | 3,937 | $2.94M | 2.71% | −188−4.6% | Reduced |
| Olistico Wealth, LLC | 3,935 | $2.94M | 1.26% | +2+0.1% | Added |
| First County Bank | 3,931 | $2.94M | 1.38% | +472+13.6% | Added |
| Zevenbergen Capital Investments LLC | 3,931 | $2.94M | 0.07% | +786+25.0% | Added |
| Granite Islands Private Wealth, LLC | 3,923 | $2.93M | 2.17% | +3,923 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,917 | $2.93M | 1.06% | +947+31.9% | Added |
| Cottage Street Advisors LLC | 3,895 | $2.91M | 1.12% | −1,002−20.5% | Reduced |
| Natural Investments, LLC | 3,894 | $2.91M | 0.64% | +1,736+80.4% | Added |
| Burford Brothers, Inc. | 3,892 | $2.91M | 1.07% | −79−2.0% | Reduced |
| Kornitzer Capital Management Inc | 3,882 | $2.90M | 0.06% | −22−0.6% | Reduced |
| Chung Wu Investment Group, LLC | 3,880 | $2.90M | 1.91% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 3,879 | $2.90M | 0.89% | −42−1.1% | Reduced |
| Fiduciary Planning LLC | 3,878 | $2.90M | 0.76% | −4,697−54.8% | Reduced |
| DDD Partners, LLC | 3,863 | $2.89M | 0.18% | −2,459−38.9% | Reduced |
| Caitlin John, LLC | 3,855 | $2.88M | 1.58% | +2,667+224.5% | Added |
| Clear Street Group Inc. | 3,852 | $2.88M | 0.01% | +2,980+341.7% | Added |
| Manchester Financial Inc | 3,850 | $2.88M | 0.51% | −140−3.5% | Reduced |
| Tidemark, LLC | 3,849 | $2.87M | 0.65% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 3,847 | $2.87M | 2.95% | −13−0.3% | Reduced |
| Sawgrass Asset Management LLC | 3,845 | $2.87M | 0.38% | 00.0% | Unchanged |
| United Advisor Group, LLC | 3,841 | $2.87M | 0.30% | +56+1.5% | Added |
| Quotient Wealth Partners, LLC | 3,840 | $2.87M | 0.07% | +19+0.5% | Added |
| Bright Financial Advisors, Inc. | 3,831 | $2.86M | 1.20% | 00.0% | Unchanged |
| Droms Strauss Advisors Inc | 3,828 | $2.86M | 0.65% | +646+20.3% | Added |
| Yardley Wealth Management LLC | 3,812 | $2.85M | 1.29% | +10.0% | Added |
| Cadinha & Co LLC | 3,802 | $2.84M | 0.42% | −15−0.4% | Reduced |
| Sonoma Allocations LLC | 9,049 | $2.83M | 1.20% | +5,976+194.5% | Added |
| Laffer Tengler Investments | 3,791 | $2.83M | 0.36% | −2−0.1% | Reduced |
| Resources Management Corp | 3,789 | $2.83M | 0.36% | −180−4.5% | Reduced |
| Tudor Financial Inc. | 3,787 | $2.83M | 1.27% | −260−6.4% | Reduced |
| Cambridge Advisors Inc. | 3,786 | $2.83M | 0.49% | −62−1.6% | Reduced |
| Pacific Center for Financial Services | 3,781 | $2.82M | 0.63% | −13−0.3% | Reduced |
| MV Capital Management, Inc. | 3,773 | $2.82M | 0.25% | −73−1.9% | Reduced |
| Legacy Financial Advisors, Inc. | 3,772 | $2.82M | 0.34% | −265−6.6% | Reduced |
| GoalVest Advisory LLC | 3,770 | $2.82M | 0.52% | +262+7.5% | Added |
| Burney Co | 3,770 | $2.82M | 0.08% | +170+4.7% | Added |
| James Investment Research Inc | 3,769 | $2.81M | 0.29% | −177−4.5% | Reduced |
| Williams & Novak, LLC | 3,767 | $2.81M | 1.88% | +144+4.0% | Added |
| Hughes Financial Services, LLC | 3,764 | $2.81M | 0.37% | −52−1.4% | Reduced |
| RTD Financial Advisors, Inc. | 3,760 | $2.81M | 0.31% | +115+3.2% | Added |
| ICW Investment Advisors LLC | 3,756 | $2.80M | 0.98% | +7+0.2% | Added |
| 1015 Capital Partners, LLC | 3,750 | $2.80M | 2.35% | −200−5.1% | Reduced |
| Silvia McColl Wealth Management, LLC | 3,750 | $2.80M | 1.68% | −36−1.0% | Reduced |
| Sculati Wealth Management, LLC | 3,766 | $2.80M | 0.93% | −200−5.0% | Reduced |
| Redwood Family Wealth LLC | 3,745 | $2.80M | 2.48% | −71−1.9% | Reduced |
| Middleton & Co Inc | 3,742 | $2.79M | 0.30% | −1,458−28.0% | Reduced |
| Wallace Advisory Group, LLC | 3,739 | $2.79M | 2.63% | +139+3.9% | Added |
| Gainline Financial Partners, LLC | 3,738 | $2.79M | 2.61% | +3,738 | New |
| Sheets Smith Wealth Management | 3,737 | $2.79M | 0.28% | +3+0.1% | Added |
| Steelhead Wealth Management LLC | 3,730 | $2.79M | 1.12% | −29−0.8% | Reduced |
| Brevan Howard Capital Management LP | 3,746 | $2.78M | 0.04% | +3,746 | New |
| CFC Planning Co LLC | 3,725 | $2.78M | 1.64% | −112−2.9% | Reduced |
| Fulton Bank, N.A. | 3,723 | $2.78M | 0.08% | +455+13.9% | Added |
| Fairview Capital Investment Management, LLC | 3,718 | $2.78M | 0.15% | +255+7.4% | Added |
| ICG Advisors, LLC | 3,716 | $2.78M | 9.23% | +12+0.3% | Added |
| Santori & Peters | 3,711 | $2.77M | 0.78% | +201+5.7% | Added |
| Eagle Rock Investment Company, LLC | 3,706 | $2.77M | 0.34% | −156−4.0% | Reduced |
| Goodman Financial Corp | 3,698 | $2.76M | 0.43% | −234−6.0% | Reduced |
| Cranbrook Wealth Management, LLC | 3,691 | $2.76M | 0.52% | +125+3.5% | Added |
| Net Worth Advisory Group | 3,690 | $2.76M | 0.69% | +45+1.2% | Added |
| 111 Capital | 3,675 | $2.74M | 0.47% | −5,192−58.6% | Reduced |
| First Commonwealth Financial Corp | 3,675 | $2.74M | 0.38% | −25−0.7% | Reduced |
| Lazari Capital Management, Inc. | 3,674 | $2.74M | 0.85% | −145−3.8% | Reduced |
| Eldridge Investment Advisors, Inc. | 3,664 | $2.74M | 0.54% | +40+1.1% | Added |
| Pictet North America Advisors SA | 3,662 | $2.73M | 0.24% | −3,425−48.3% | Reduced |
| Grove Street Fiduciary, LLC | 3,651 | $2.73M | 1.15% | 00.0% | Unchanged |
| Barr E S & Co | 3,651 | $2.73M | 0.15% | 00.0% | Unchanged |
| Spartan Wealth Advisory Services LLC | 3,645 | $2.72M | 0.22% | +275+8.2% | Added |
| United Bank | 3,638 | $2.72M | 0.32% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 3,634 | $2.71M | 0.62% | −493−11.9% | Reduced |
| Leigh Baldwin & Co., LLC | 3,625 | $2.71M | 1.46% | −231−6.0% | Reduced |
| Uptown Financial Advisors LLC | 3,624 | $2.71M | 1.98% | −4−0.1% | Reduced |
| Meramec Financial Planners, LLC | 3,661 | $2.71M | 0.99% | −114−3.0% | Reduced |
| BCR Wealth Strategies, LLC | 3,620 | $2.70M | 0.76% | 00.0% | Unchanged |
| Arwa LLC | 3,596 | $2.70M | 1.12% | −1,125−23.8% | Reduced |
| Marshall Financial Group LLC | 3,611 | $2.70M | 0.39% | +154+4.5% | Added |