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 |
|---|---|---|---|---|---|
| Culbertson A N & Co Inc | 3,249 | $2.43M | 0.28% | +482+17.4% | Added |
| Magnolia Capital Advisors LLC | 3,244 | $2.42M | 0.42% | +599+22.6% | Added |
| Aire Advisors, LLC | 3,235 | $2.42M | 0.39% | +19+0.6% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 3,224 | $2.41M | 0.67% | −169−5.0% | Reduced |
| Petersen Hastings Wealth Advisors Inc. | 3,219 | $2.40M | 0.20% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 3,218 | $2.40M | 0.41% | +3,218 | New |
| Tannin Capital LLC | 3,214 | $2.40M | 1.58% | −235−6.8% | Reduced |
| Buckhead Capital Management LLC | 3,205 | $2.39M | 0.82% | −150−4.5% | Reduced |
| Delta Asset Management LLC | 3,205 | $2.39M | 0.21% | +87+2.8% | Added |
| Sterling Investment Advisors, Ltd. | 3,205 | $2.39M | 0.40% | −15−0.5% | Reduced |
| Good Steward Wealth Advisors,LLC | 3,204 | $2.39M | 1.44% | −10−0.3% | Reduced |
| Widmann Financial Services, Inc. | 3,204 | $2.39M | 1.28% | +48+1.5% | Added |
| Bulltick Wealth Management, LLC | 3,193 | $2.39M | 0.49% | −903−22.0% | Reduced |
| SP Asset Management LLC | 3,200 | $2.39M | 0.19% | +7+0.2% | Added |
| Warren Street Wealth Advisors, LLC | 3,198 | $2.39M | 0.54% | −10.0% | Reduced |
| Somerset Group LLC | 3,160 | $2.39M | 1.67% | +50+1.6% | Added |
| Strategic Advisors LLC | 3,189 | $2.38M | 0.52% | +23+0.7% | Added |
| Disciplined Investments, LLC | 3,188 | $2.38M | 0.77% | −45−1.4% | Reduced |
| Odyssey Capital Advisors, Inc. | 3,182 | $2.38M | 1.70% | +269+9.2% | Added |
| Mosaic Advisors LLC | 3,180 | $2.37M | 3.19% | 00.0% | Unchanged |
| Upper Left Wealth Management, LLC | 3,178 | $2.37M | 1.32% | +189+6.3% | Added |
| FSA Advisors, Inc. | 3,170 | $2.37M | 1.09% | +86+2.8% | Added |
| Junk Investment Group, LLC | 3,169 | $2.37M | 1.05% | +6+0.2% | Added |
| Granville Capital, Inc. | 3,167 | $2.37M | 1.06% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 3,165 | $2.36M | 0.19% | −5−0.2% | Reduced |
| North Berkeley Wealth Management, LLC | 3,158 | $2.36M | 0.95% | +330+11.7% | Added |
| Bayshore Capital Advisors, LLC | 3,155 | $2.36M | 1.10% | 00.0% | Unchanged |
| NVWM, LLC | 3,154 | $2.36M | 0.47% | +398+14.4% | Added |
| McBroom & Associates, LLC | 3,152 | $2.35M | 1.18% | −86−2.7% | Reduced |
| Investment Advisory Group, LLC | 3,152 | $2.35M | 0.51% | +600+23.5% | Added |
| Integrity Wealth Solutions LLC | 3,152 | $2.35M | 0.87% | +537+20.5% | Added |
| Edgar Lomax Co | 3,150 | $2.35M | 0.18% | 00.0% | Unchanged |
| Hopwood Nicholas Hunter | 3,147 | $2.35M | 0.64% | −108−3.3% | Reduced |
| Wealth Group Ltd | 3,137 | $2.34M | 0.45% | 00.0% | Unchanged |
| Vima LLC | 2,268 | $2.34M | 2.28% | +2,268 | New |
| Byrne Financial Freedom, LLC | 3,136 | $2.34M | 0.91% | +204+7.0% | Added |
| Carl P. Sherr & Co., LLC | 3,133 | $2.34M | 0.98% | 00.0% | Unchanged |
| My Purposeful Wealth Corp. | 3,129 | $2.34M | 0.44% | +246+8.5% | Added |
| Cherry Tree Wealth Management, LLC | 3,124 | $2.33M | 0.44% | −4−0.1% | Reduced |
| CFS Investment Advisory Services, LLC | 3,127 | $2.33M | 0.16% | +196+6.7% | Added |
| RiverFront Investment Group, LLC | 3,113 | $2.32M | 0.03% | +1,520+95.4% | Added |
| Sentry LLC | 3,113 | $2.32M | 0.65% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 3,108 | $2.32M | 0.56% | +869+38.8% | Added |
| Selective Wealth Management, Inc. | 3,107 | $2.31M | 0.61% | +211+7.3% | Added |
| Ami Asset Management Corp | 3,085 | $2.30M | 0.13% | −10.0% | Reduced |
| EJMK Ventures LLC | 3,083 | $2.30M | 1.05% | +61+2.0% | Added |
| Ponta Wealth Partners, LLC | 3,080 | $2.30M | 1.23% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 3,076 | $2.30M | 0.12% | −36−1.2% | Reduced |
| 21 West Wealth Management LLC | 3,069 | $2.29M | 1.96% | −14−0.5% | Reduced |
| TrueWealth Financial Partners | 3,059 | $2.28M | 0.94% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 3,056 | $2.28M | 0.18% | +64+2.1% | Added |
| Means Investment Co., Inc. | 3,053 | $2.28M | 0.17% | +43+1.4% | Added |
| Claret Asset Management Corp | 3,030 | $2.26M | 0.24% | +179+6.3% | Added |
| Fiduciary Family Office, LLC | 3,029 | $2.26M | 0.57% | +10.0% | Added |
| Pitti Group Wealth Management, LLC | 3,029 | $2.26M | 1.65% | +278+10.1% | Added |
| Argentarii, LLC | 2,933 | $2.26M | 0.68% | +10.0% | Added |
| River Wealth Advisors LLC | 3,026 | $2.26M | 0.24% | −388−11.4% | Reduced |
| Partners in Financial Planning | 3,026 | $2.26M | 0.34% | +2,103+227.8% | Added |
| Navellier & Associates Inc | 3,022 | $2.26M | 0.18% | +225+8.0% | Added |
| Shepherd Street Advisors LLC | 2,985 | $2.25M | 1.98% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 3,010 | $2.25M | 0.43% | +9+0.3% | Added |
| Elevatus Welath Management | 3,007 | $2.25M | 0.55% | −7−0.2% | Reduced |
| Portus Wealth Advisors, LLC | 3,007 | $2.25M | 1.85% | −1,112−27.0% | Reduced |
| HITE Hedge Asset Management LLC | 3,000 | $2.24M | 0.12% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 2,989 | $2.23M | 1.08% | 00.0% | Unchanged |
| Arq Wealth Advisors, LLC | 2,983 | $2.23M | 0.28% | +2+0.1% | Added |
| Hippocratic Financial Advisors, LLC | 2,979 | $2.22M | 0.84% | −484−14.0% | Reduced |
| Hall Laurie J Trustee | 2,977 | $2.22M | 0.69% | +42+1.4% | Added |
| Significant Wealth Partners LLC | 2,969 | $2.22M | 2.40% | +87+3.0% | Added |
| Guardian Asset Advisors, LLC | 2,963 | $2.21M | 1.02% | +675+29.5% | Added |
| Bonfire Financial | 2,957 | $2.21M | 1.42% | +8+0.3% | Added |
| Shaker Investments LLC | 2,964 | $2.21M | 0.80% | −10.0% | Reduced |
| Centerpoint Advisors, LLC | 2,962 | $2.21M | 0.63% | +1,097+58.8% | Added |
| Banta Asset Management LP | 2,958 | $2.21M | 1.97% | −40−1.3% | Reduced |
| Beaton Management Co. Inc. | 2,955 | $2.21M | 0.90% | 00.0% | Unchanged |
| Accredited Investor Services, LLC | 2,955 | $2.21M | 1.25% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 2,952 | $2.20M | 0.25% | −158−5.1% | Reduced |
| Bill Few Associates, Inc. | 2,951 | $2.20M | 0.47% | −33−1.1% | Reduced |
| Taylor Financial Group, Inc. | 2,941 | $2.20M | 1.21% | −14−0.5% | Reduced |
| EMC Capital Management | 2,935 | $2.20M | 0.87% | +2,935 | New |
| D L Carlson Investment Group Inc | 2,937 | $2.19M | 0.35% | −1,299−30.7% | Reduced |
| Lumbard & Kellner, LLC | 2,932 | $2.19M | 0.66% | 00.0% | Unchanged |
| Financial Life Planners | 2,931 | $2.19M | 1.41% | −15−0.5% | Reduced |
| May Hill Capital, LLC | 2,927 | $2.19M | 0.46% | −9−0.3% | Reduced |
| Trail Ridge Investment Advisors, LLC | 2,926 | $2.19M | 0.92% | +123+4.4% | Added |
| WESCAP Management Group, Inc. | 2,918 | $2.18M | 0.41% | +5+0.2% | Added |
| Portland Financial Advisors Inc | 2,908 | $2.17M | 3.96% | 00.0% | Unchanged |
| Tenet Wealth Partners, LLC | 2,936 | $2.17M | 1.61% | +2,936 | New |
| truNorth Financial Services, Inc. | 2,905 | $2.17M | 1.94% | +139+5.0% | Added |
| BlackDiamond Wealth Management Inc. | 2,799 | $2.16M | 0.87% | −56−2.0% | Reduced |
| Victory Financial Group, LLC | 2,898 | $2.16M | 0.23% | −245−7.8% | Reduced |
| TigerOak Management, L.L.C. | 2,890 | $2.16M | 0.61% | −5−0.2% | Reduced |
| Mandatum Life Insurance Co Ltd | 2,885 | $2.15M | 0.40% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 2,882 | $2.15M | 0.34% | −2−0.1% | Reduced |
| Summit Investment Advisory Services, LLC | 2,881 | $2.15M | 0.54% | +59+2.1% | Added |
| Sava Infond d.o.o. | 2,880 | $2.15M | 0.15% | 00.0% | Unchanged |
| Axecap Investments, LLC | 2,879 | $2.15M | 1.19% | +117+4.2% | Added |
| Citizens & Northern Corp | 2,877 | $2.15M | 0.49% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 2,870 | $2.14M | 0.56% | −21−0.7% | Reduced |
| Narus Financial Partners, LLC | 2,868 | $2.14M | 0.55% | +117+4.3% | Added |