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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 3,606 | $2.69M | 0.01% | +662+22.5% | Added |
| Blueline Advisors LLC | 3,605 | $2.69M | 1.86% | 00.0% | Unchanged |
| JNBA Financial Advisors | 3,605 | $2.69M | 0.20% | −54−1.5% | Reduced |
| Axis Wealth Partners, LLC | 3,604 | $2.69M | 1.29% | −771−17.6% | Reduced |
| Boreal Capital Management LLC | 0 | $2.69M | 2.00% | −1−100.0% | Reduced |
| LMCG Investments, LLC | 3,600 | $2.69M | 0.14% | −48−1.3% | Reduced |
| Financial Council Asset Management Inc | 3,592 | $2.68M | 0.87% | +356+11.0% | Added |
| Lionshead Wealth Management, LLC | 3,591 | $2.68M | 1.74% | −26−0.7% | Reduced |
| Osprey Private Wealth LLC | 3,587 | $2.68M | 0.69% | +20+0.6% | Added |
| J.P. Marvel Investment Advisors, LLC | 3,582 | $2.67M | 0.31% | 00.0% | Unchanged |
| NWM Advisors, LLC | 3,578 | $2.67M | 2.10% | −53−1.5% | Reduced |
| Advisors Preferred, LLC | 3,583 | $2.67M | 0.41% | −125,105−97.2% | Reduced |
| GR Financial Group, LLC | 3,573 | $2.67M | 0.36% | −2,642−42.5% | Reduced |
| Whalerock Point Partners, LLC | 3,573 | $2.67M | 0.45% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 3,573 | $2.67M | 0.34% | −62−1.7% | Reduced |
| Chemistry Wealth Management LLC | 3,572 | $2.67M | 0.43% | −109−3.0% | Reduced |
| Erickson Financial Group, LLC | 3,567 | $2.66M | 1.43% | −164−4.4% | Reduced |
| Ethic Inc. | 3,564 | $2.66M | 0.03% | +363+11.3% | Added |
| Yacktman Asset Management LP | 3,558 | $2.66M | 0.03% | −210−5.6% | Reduced |
| Clearbridge Investments, LLC | 3,556 | $2.66M | 0.00% | −804−18.4% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 3,550 | $2.65M | 0.20% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 3,545 | $2.65M | 1.43% | −25−0.7% | Reduced |
| River Street Advisors LLC | 3,533 | $2.64M | 0.78% | −664−15.8% | Reduced |
| Chickasaw Capital Management LLC | 3,530 | $2.64M | 0.09% | +24+0.7% | Added |
| AssuredPartners Investment Advisors, LLC | 3,521 | $2.63M | 0.25% | +602+20.6% | Added |
| Renaissance Investment Group LLC | 3,521 | $2.63M | 0.52% | −151−4.1% | Reduced |
| Modus Advisors, LLC | 3,520 | $2.63M | 0.65% | −47−1.3% | Reduced |
| Ridgecrest Wealth Partners, LLC | 3,515 | $2.62M | 1.27% | −266−7.0% | Reduced |
| Powell Investment Advisors, LLC | 3,505 | $2.62M | 0.83% | −4,440−55.9% | Reduced |
| Baldwin Brothers Inc | 3,512 | $2.62M | 0.17% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 3,504 | $2.62M | 0.63% | +18+0.5% | Added |
| Blue Zone Wealth Advisors, LLC | 3,500 | $2.61M | 0.46% | +102+3.0% | Added |
| Private Wealth Asset Management, LLC | 3,486 | $2.60M | 0.25% | −36−1.0% | Reduced |
| Main Street Research LLC | 3,485 | $2.60M | 0.12% | +222+6.8% | Added |
| Mainstream Capital Management LLC | 3,473 | $2.59M | 1.56% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 3,472 | $2.59M | 0.56% | −20−0.6% | Reduced |
| Haven Private, LLC | 3,466 | $2.59M | 0.98% | −19−0.5% | Reduced |
| Winebrenner Capital Management LLC | 3,465 | $2.59M | 1.58% | +117+3.5% | Added |
| Synergy Financial Management, LLC | 3,462 | $2.59M | 0.24% | −460−11.7% | Reduced |
| Grandfield & Dodd, LLC | 3,460 | $2.58M | 0.14% | −203−5.5% | Reduced |
| Maia Wealth LLC | 3,456 | $2.58M | 0.38% | −21−0.6% | Reduced |
| BLVD Private Wealth, LLC | 3,455 | $2.58M | 1.92% | −141−3.9% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 3,443 | $2.58M | 0.45% | −47−1.3% | Reduced |
| Tritonpoint Wealth, LLC | 3,448 | $2.57M | 0.25% | −3−0.1% | Reduced |
| Eaton Financial Holdings Company, LLC | 3,446 | $2.57M | 0.71% | −1,748−33.7% | Reduced |
| Hoese & Co LLP | 3,441 | $2.57M | 1.67% | −25−0.7% | Reduced |
| Park Place Capital Corp | 3,439 | $2.57M | 0.41% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 3,432 | $2.56M | 0.13% | −14−0.4% | Reduced |
| Red Wave Investments LLC | 3,424 | $2.56M | 0.65% | +21+0.6% | Added |
| Aegis Wealth Management, Inc. | 3,421 | $2.55M | 1.65% | +1,469+75.3% | Added |
| Wagner Wealth Management, LLC | 3,415 | $2.55M | 0.47% | −135−3.8% | Reduced |
| Innovative Asset Advisors Group, LLC | 3,414 | $2.55M | 1.12% | +3,414 | New |
| Auour Investments LLC | 3,414 | $2.55M | 0.73% | −63−1.8% | Reduced |
| Sym Financial Corp | 3,410 | $2.55M | 0.20% | +13+0.4% | Added |
| Delta Capital Management LLC | 3,410 | $2.55M | 1.17% | 00.0% | Unchanged |
| Optimist Retirement Group LLC | 3,404 | $2.54M | 0.98% | +15+0.4% | Added |
| Members Wealth LLC | 3,401 | $2.54M | 1.39% | +8+0.2% | Added |
| Balance Wealth, LLC | 3,401 | $2.54M | 0.68% | +68+2.0% | Added |
| Asset Management One Co.,Ltd. | 3,400 | $2.54M | 0.01% | +3,400 | New |
| Baldwin Investment Management, LLC | 3,397 | $2.54M | 0.25% | +550+19.3% | Added |
| Valley National Advisers Inc | 3,393 | $2.53M | 0.28% | −42−1.2% | Reduced |
| Hegarty Advisors, LLC | 3,389 | $2.53M | 1.74% | +40+1.2% | Added |
| Community Financial Services Group, LLC | 3,391 | $2.53M | 0.37% | +8+0.2% | Added |
| Stonebrook Private Inc. | 3,386 | $2.53M | 0.46% | +440+14.9% | Added |
| Violich Capital Management, Inc. | 3,381 | $2.52M | 0.27% | −26−0.8% | Reduced |
| Congress Asset Management Co | 3,380 | $2.52M | 0.02% | −501−12.9% | Reduced |
| JT Stratford LLC | 3,372 | $2.52M | 0.28% | +20+0.6% | Added |
| Coyle Financial Counsel LLC | 3,371 | $2.52M | 0.46% | −37−1.1% | Reduced |
| Pathway Financial Advisers, LLC | 3,370 | $2.52M | 0.63% | +72+2.2% | Added |
| Syntax Research, Inc. | 3,364 | $2.51M | 1.84% | −4,495−57.2% | Reduced |
| TFC Financial Management | 3,357 | $2.51M | 0.28% | +2+0.1% | Added |
| Brand Asset Management Group, Inc. | 3,347 | $2.50M | 0.55% | −8−0.2% | Reduced |
| CapWealth Advisors, LLC | 3,344 | $2.50M | 0.17% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 3,339 | $2.49M | 0.44% | −5,001−60.0% | Reduced |
| Randolph Co Inc | 3,337 | $2.49M | 0.21% | +137+4.3% | Added |
| Ebert Capital Management Inc. | 3,331 | $2.49M | 2.33% | −316−8.7% | Reduced |
| Falcon Wealth Planning | 3,329 | $2.49M | 0.16% | +122+3.8% | Added |
| Wellington Shields Capital Management, LLC | 3,328 | $2.49M | 0.32% | −1,106−24.9% | Reduced |
| Agate Pass Investment Management, LLC | 3,327 | $2.48M | 0.92% | −110−3.2% | Reduced |
| Founders Grove Wealth Partners, LLC | 3,322 | $2.48M | 0.50% | −10.0% | Reduced |
| Diesslin Group, Inc. | 3,317 | $2.48M | 0.96% | −9−0.3% | Reduced |
| Tred Avon Family Wealth, LLC | 3,317 | $2.48M | 0.76% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 3,315 | $2.48M | 0.50% | +22+0.7% | Added |
| CoreFirst Bank & Trust | 3,312 | $2.47M | 1.23% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 3,303 | $2.47M | 0.72% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 3,308 | $2.47M | 0.57% | +161+5.1% | Added |
| Consilio Wealth Advisors, LLC | 3,305 | $2.47M | 0.59% | +10+0.3% | Added |
| 360 Financial, Inc. | 3,304 | $2.47M | 0.63% | −5−0.2% | Reduced |
| Tableaux LLC | 3,303 | $2.47M | 1.04% | −14−0.4% | Reduced |
| Astra Wealth Partners LLC | 3,284 | $2.46M | 1.37% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 3,276 | $2.45M | 0.67% | −21−0.6% | Reduced |
| Hallmark Capital Management Inc | 3,272 | $2.44M | 0.14% | +13+0.4% | Added |
| Crown Wealth Group, LLC | 3,265 | $2.44M | 0.62% | +410+14.4% | Added |
| Bernard Wealth Management Corp. | 3,263 | $2.44M | 0.90% | −100−3.0% | Reduced |
| Campbell Deegan Wealth Management, LLC | 3,262 | $2.44M | 1.73% | −8−0.2% | Reduced |
| Vines Capital Management, LLC | 3,260 | $2.43M | 2.00% | +69+2.2% | Added |
| Evolve Private Wealth, LLC | 3,256 | $2.43M | 0.15% | −3,383−51.0% | Reduced |
| Occidental Asset Management, LLC | 3,256 | $2.43M | 0.24% | +26+0.8% | Added |
| Saxon Interests, Inc. | 3,255 | $2.43M | 0.67% | −1,587−32.8% | Reduced |
| PAX Financial Group, LLC | 3,254 | $2.43M | 0.36% | +2,246+222.8% | Added |