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 |
|---|---|---|---|---|---|
| Nikulski Financial, Inc. | 2,855 | $2.13M | 0.46% | −573−16.7% | Reduced |
| SK Wealth Management, LLC | 2,758 | $2.13M | 0.48% | −94−3.3% | Reduced |
| United Asset Strategies, Inc. | 2,850 | $2.13M | 0.15% | +123+4.5% | Added |
| Sensible Money, LLC | 2,849 | $2.13M | 0.56% | +3+0.1% | Added |
| D.B. Root & Company, LLC | 2,841 | $2.12M | 0.45% | −452−13.7% | Reduced |
| Asset Allocation Strategies LLC | 2,840 | $2.12M | 0.33% | +442+18.4% | Added |
| Excalibur Management Corp | 2,833 | $2.12M | 0.70% | +151+5.6% | Added |
| Resolute Capital, LLC | 2,833 | $2.12M | 0.73% | +2,833 | New |
| Clearwater Capital Advisors, LLC | 2,832 | $2.12M | 0.15% | +89+3.2% | Added |
| Aureum Wealth Management, LLC | 2,829 | $2.11M | 1.31% | −20−0.7% | Reduced |
| Frisch Financial Group, Inc. | 2,820 | $2.11M | 0.36% | −166−5.6% | Reduced |
| Chatterton & Associates Inc. | 2,806 | $2.11M | 1.24% | +363+14.9% | Added |
| Wealth Watch Advisors, INC | 2,816 | $2.10M | 0.68% | −5,920−67.8% | Reduced |
| Silverleafe Capital Partners, LLC | 2,814 | $2.10M | 0.57% | +68+2.5% | Added |
| Disciplined Investors, L.L.C. | 2,813 | $2.10M | 1.05% | +4+0.1% | Added |
| Peck Wealth Management, LLC | 2,808 | $2.10M | 1.77% | 00.0% | Unchanged |
| Manske Wealth Management | 2,806 | $2.10M | 0.52% | −276−9.0% | Reduced |
| Aventura Private Wealth, LLC | 2,805 | $2.09M | 0.64% | −288−9.3% | Reduced |
| Warburton Capital Management, LLC | 2,801 | $2.09M | 0.85% | 00.0% | Unchanged |
| Wealthcare Capital Partners, LLC | 2,799 | $2.09M | 0.86% | +483+20.9% | Added |
| Independence Wealth Advisors, LLC | 2,799 | $2.09M | 1.05% | +242+9.5% | Added |
| Sunpointe, LLC | 2,803 | $2.09M | 0.59% | −504−15.2% | Reduced |
| Forbes Financial Planning, Inc. | 2,795 | $2.09M | 1.12% | −70−2.4% | Reduced |
| Radnor Capital Management, LLC | 2,791 | $2.08M | 0.29% | −2−0.1% | Reduced |
| HBK Investments L P | 2,782 | $2.08M | 0.02% | −1,050−27.4% | Reduced |
| Michael B. Yongue | 2,779 | $2.08M | 1.45% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 2,778 | $2.07M | 0.52% | +34+1.2% | Added |
| Beech Hill Advisors, Inc. | 2,773 | $2.07M | 0.92% | +338+13.9% | Added |
| Great Diamond Partners, LLC | 2,770 | $2.07M | 0.36% | −200−6.7% | Reduced |
| Wingate Wealth Advisors, Inc. | 2,767 | $2.07M | 0.91% | −6−0.2% | Reduced |
| Saxony Capital Management, LLC | 2,763 | $2.06M | 0.95% | −13−0.5% | Reduced |
| Gladwyn Financial Advisors, Inc. | 2,762 | $2.06M | 1.29% | +23+0.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 2,761 | $2.06M | 0.42% | +5+0.2% | Added |
| Floyd Financial Group LLC | 2,735 | $2.06M | 1.34% | −35−1.3% | Reduced |
| Dearborn Partners LLC | 2,753 | $2.06M | 0.12% | +365+15.3% | Added |
| Investors Research Corp | 2,752 | $2.06M | 0.37% | +1,727+168.5% | Added |
| Pekin Hardy Strauss, Inc. | 2,752 | $2.05M | 0.18% | −24−0.9% | Reduced |
| TFR Capital, LLC. | 2,747 | $2.05M | 0.58% | −49−1.8% | Reduced |
| CORDA Investment Management, LLC. | 2,746 | $2.05M | 0.13% | +120+4.6% | Added |
| Mogy Joel R Investment Counsel Inc | 2,744 | $2.05M | 0.12% | 00.0% | Unchanged |
| Sather Financial Group Inc | 2,741 | $2.05M | 0.12% | −218−7.4% | Reduced |
| Transce3nd, LLC | 2,702 | $2.04M | 17.99% | −677−20.0% | Reduced |
| Cane Capital Partners, LLC | 2,730 | $2.04M | 0.82% | +35+1.3% | Added |
| Gables Capital Management Inc. | 2,729 | $2.04M | 0.74% | −20−0.7% | Reduced |
| Pine Haven Investment Counsel, Inc | 2,729 | $2.04M | 1.37% | +15+0.6% | Added |
| Cora Capital Advisors LLC | 2,726 | $2.04M | 0.57% | −10.0% | Reduced |
| Cowa, LLC | 2,723 | $2.03M | 0.51% | −25−0.9% | Reduced |
| Cambridge Financial Group, LLC | 2,721 | $2.03M | 0.64% | −56−2.0% | Reduced |
| Proathlete Wealth Management LLC | 2,715 | $2.03M | 0.50% | −267−9.0% | Reduced |
| Country Trust Bank | 2,715 | $2.03M | 0.04% | −241−8.2% | Reduced |
| Birch Hill Investment Advisors LLC | 2,714 | $2.03M | 0.08% | −10−0.4% | Reduced |
| First National Bank | 2,714 | $2.03M | 0.80% | −4−0.1% | Reduced |
| MA Private Wealth | 2,712 | $2.03M | 0.30% | +124+4.8% | Added |
| Clarity Financial LLC | 2,710 | $2.02M | 0.17% | −300−10.0% | Reduced |
| Tanager Wealth Management LLP | 2,707 | $2.02M | 0.18% | −31−1.1% | Reduced |
| American Financial Advisors, LLC | 2,706 | $2.02M | 0.24% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 2,703 | $2.02M | 0.34% | +165+6.5% | Added |
| Bellevue Group AG | 2,700 | $2.02M | 0.04% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 2,699 | $2.02M | 1.43% | −71−2.6% | Reduced |
| Index Fund Advisors, Inc. | 2,697 | $2.01M | 0.08% | +42+1.6% | Added |
| Prosperity Financial Group, Inc. | 2,696 | $2.01M | 0.62% | −9−0.3% | Reduced |
| Ahara Advisors LLC | 2,694 | $2.01M | 1.36% | −535−16.6% | Reduced |
| Wiser Wealth Management, Inc | 2,692 | $2.01M | 0.38% | +363+15.6% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 2,688 | $2.01M | 0.54% | +51+1.9% | Added |
| Eagle Bay Advisors LLC | 2,682 | $2.01M | 1.50% | +1,112+70.8% | Added |
| Legacy Financial Group LLC | 2,679 | $2.00M | 0.23% | −4−0.1% | Reduced |
| REDW Wealth LLC | 2,678 | $2.00M | 0.72% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 2,667 | $1.99M | 0.51% | −116−4.2% | Reduced |
| Park Edge Advisors, LLC | 2,666 | $1.99M | 0.42% | +3+0.1% | Added |
| Hudson Portfolio Management LLC | 2,663 | $1.99M | 1.50% | −32−1.2% | Reduced |
| Centurion Wealth Management LLC | 2,659 | $1.99M | 0.47% | −1,907−41.8% | Reduced |
| SS&H Financial Advisors, Inc. | 2,656 | $1.98M | 0.51% | +2,656 | New |
| Westbourne Investment Advisors, Inc. | 2,652 | $1.98M | 0.55% | −21−0.8% | Reduced |
| National Wealth Management Group, LLC | 2,650 | $1.98M | 0.61% | −280−9.6% | Reduced |
| Trace Wealth Advisors, LLC | 2,650 | $1.98M | 1.29% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 2,639 | $1.97M | 0.73% | −40−1.5% | Reduced |
| Southeast Asset Advisors Inc. | 2,639 | $1.97M | 0.20% | +300+12.8% | Added |
| Capital Investment Counsel, Inc | 2,638 | $1.97M | 0.21% | +100+3.9% | Added |
| R2 Capital Strategies, LLC | 2,635 | $1.97M | 0.89% | +2,635 | New |
| Samara Investment Management, LLC | 2,635 | $1.97M | 1.81% | −152−5.5% | Reduced |
| Vaughan David Investments LLC | 2,633 | $1.97M | 0.04% | +25+1.0% | Added |
| Miramar Capital, LLC | 2,632 | $1.97M | 0.43% | −30−1.1% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 2,627 | $1.96M | 0.17% | −1,658−38.7% | Reduced |
| Unify Financial Advisors | 2,626 | $1.96M | 1.81% | −40−1.5% | Reduced |
| Staley Capital Advisers Inc | 2,613 | $1.95M | 0.08% | 00.0% | Unchanged |
| Meridian Financial, LLC | 2,611 | $1.95M | 0.94% | +9+0.3% | Added |
| Robinson Smith Wealth Advisors LLC | 2,609 | $1.95M | 1.17% | +15+0.6% | Added |
| Ankerstar Wealth, LLC | 2,601 | $1.95M | 1.63% | +146+5.9% | Added |
| Baxter Bros Inc | 2,606 | $1.95M | 0.23% | +45+1.8% | Added |
| Lantz Financial LLC | 2,604 | $1.94M | 0.36% | −33−1.3% | Reduced |
| Strata Wealth Advisors, LLC | 2,604 | $1.94M | 0.47% | −15−0.6% | Reduced |
| Sterling Financial Planning, Inc. | 2,598 | $1.94M | 0.53% | +2+0.1% | Added |
| Kelly Financial Services LLC | 2,595 | $1.94M | 0.41% | +118+4.8% | Added |
| CFO4Life Group, LLC | 2,595 | $1.94M | 0.26% | −1,163−30.9% | Reduced |
| Acorn Wealth Advisors, LLC | 2,595 | $1.94M | 0.47% | −125−4.6% | Reduced |
| Cambridge Capital Management, LLC | 2,595 | $1.94M | 0.74% | −57−2.1% | Reduced |
| Darden Wealth Group Inc | 2,594 | $1.94M | 0.77% | −6−0.2% | Reduced |
| Trillium Asset Management, LLC | 2,587 | $1.93M | 0.06% | −397−13.3% | Reduced |
| Investment Management Trust, LLC | 2,579 | $1.93M | 1.73% | −3−0.1% | Reduced |
| Wolff Wiese Magana LLC | 2,575 | $1.92M | 0.88% | −4−0.2% | Reduced |