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 |
|---|---|---|---|---|---|
| Bravias Capital Group, LLC | 2,571 | $1.92M | 1.14% | −16−0.6% | Reduced |
| Regency Capital Management Inc. | 2,569 | $1.92M | 0.76% | −63−2.4% | Reduced |
| Tranquility Partners, LLC | 2,569 | $1.92M | 0.66% | +58+2.3% | Added |
| Allium Financial Advisors, LLC | 2,561 | $1.91M | 1.25% | +124+5.1% | Added |
| Bogart Wealth, LLC | 2,560 | $1.91M | 0.07% | +657+34.5% | Added |
| RiverGlades Family Offices LLC | 2,558 | $1.91M | 0.88% | 00.0% | Unchanged |
| Encompass More Asset Management | 2,558 | $1.91M | 0.28% | −477−15.7% | Reduced |
| Geneva Partners, LLC | 2,558 | $1.91M | 0.51% | +3+0.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 2,549 | $1.90M | 0.51% | +628+32.7% | Added |
| Seek First Inc. | 2,543 | $1.90M | 1.20% | −392−13.4% | Reduced |
| Capital Investment Counsel, LLC | 2,541 | $1.90M | 0.23% | −23−0.9% | Reduced |
| Altus Wealth Management, LLC | 2,541 | $1.90M | 0.73% | −46−1.8% | Reduced |
| Dana Investment Advisors, Inc. | 2,532 | $1.89M | 0.05% | +75+3.1% | Added |
| WoodTrust Financial Corp | 2,527 | $1.89M | 0.22% | −13−0.5% | Reduced |
| Bruce G. Allen Investments, LLC | 2,523 | $1.88M | 1.20% | +147+6.2% | Added |
| Everhart Financial Group, Inc. | 2,521 | $1.88M | 0.12% | −8,678−77.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 2,521 | $1.88M | 0.34% | −287−10.2% | Reduced |
| Pioneer Family Office, LLC | 2,521 | $1.88M | 0.97% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 2,515 | $1.88M | 0.17% | 00.0% | Unchanged |
| Fingerlakes Wealth Management, Inc. | 2,514 | $1.88M | 1.01% | +5+0.2% | Added |
| Bell Investment Advisors, Inc | 2,513 | $1.88M | 0.28% | −19−0.8% | Reduced |
| Core Wealth Partners LLC | 2,511 | $1.87M | 0.80% | −172−6.4% | Reduced |
| Alpha Omega Wealth Management LLC | 2,504 | $1.87M | 0.28% | +6+0.2% | Added |
| Ulland Investment Advisors, LLC | 2,502 | $1.87M | 1.38% | −53−2.1% | Reduced |
| Primoris Wealth Advisors, LLC | 2,500 | $1.87M | 0.85% | 00.0% | Unchanged |
| Burton Enright Welch | 2,498 | $1.87M | 0.22% | +539+27.5% | Added |
| Wealth Preservation Advisors, LLC | 2,482 | $1.85M | 1.06% | +292+13.3% | Added |
| Polymer Capital Management (HK) LTD | 2,480 | $1.85M | 0.19% | −11,849−82.7% | Reduced |
| Wealth Care LLC | 2,480 | $1.85M | 1.50% | −148−5.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,476 | $1.85M | 0.18% | −51−2.0% | Reduced |
| Aspen Capital Management, LLC | 2,472 | $1.85M | 0.41% | +152+6.6% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 2,470 | $1.85M | 0.96% | −2,482−50.1% | Reduced |
| Oath Planning, LLC | 2,472 | $1.85M | 1.37% | −20−0.8% | Reduced |
| Argyle Capital Partners, LLC | 2,460 | $1.84M | 1.16% | −220−8.2% | Reduced |
| Riverstone Advisors, LLC | 2,452 | $1.83M | 0.76% | −74−2.9% | Reduced |
| Summit Wealth Group LLC | 2,451 | $1.83M | 0.15% | +74+3.1% | Added |
| Yarger Wealth Strategies, LLC | 2,419 | $1.83M | 0.66% | +200+9.0% | Added |
| 55 North Private Wealth, LLC | 2,445 | $1.83M | 0.36% | +56+2.3% | Added |
| Lee Danner & Bass Inc | 2,442 | $1.82M | 0.11% | −120−4.7% | Reduced |
| Fort Sheridan Advisors LLC | 2,439 | $1.82M | 0.20% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 2,432 | $1.82M | 0.90% | −134−5.2% | Reduced |
| Westbourne Investments, Inc. | 2,431 | $1.82M | 0.74% | +4+0.2% | Added |
| Dodds Wealth, LLC | 2,426 | $1.81M | 0.41% | −23−0.9% | Reduced |
| American Capital Management Inc | 2,425 | $1.81M | 0.08% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 2,411 | $1.81M | 0.36% | −17−0.7% | Reduced |
| Brooklyn FI, LLC | 2,410 | $1.80M | 0.33% | 00.0% | Unchanged |
| Marathon Capital Management | 2,412 | $1.80M | 0.36% | −284−10.5% | Reduced |
| Bernardo Wealth Planning LLC | 2,406 | $1.80M | 0.31% | +15+0.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,403 | $1.79M | 0.00% | +391+19.4% | Added |
| ThornTree Capital Partners LP | 2,401 | $1.79M | 0.25% | +2,401 | New |
| Gouws Capital LLC | 2,400 | $1.79M | 0.83% | −100−4.0% | Reduced |
| Intellectus Partners, LLC | 2,392 | $1.79M | 0.31% | +7+0.3% | Added |
| Retirement Investment Advisors, Inc. | 2,390 | $1.79M | 0.13% | −87−3.5% | Reduced |
| AAFCPAs Wealth Management, LLC | 2,397 | $1.79M | 0.66% | −66−2.7% | Reduced |
| Seamount Financial Group Inc | 2,395 | $1.79M | 0.72% | +141+6.3% | Added |
| Clean Yield Group | 2,393 | $1.79M | 0.44% | −10−0.4% | Reduced |
| Karpus Management, Inc. | 2,391 | $1.79M | 0.05% | −5−0.2% | Reduced |
| Westhampton Capital, LLC | 2,391 | $1.79M | 0.74% | +250+11.7% | Added |
| Fund Advisors of America Inc | 2,382 | $1.78M | 1.61% | −43−1.8% | Reduced |
| Entrewealth, LLC | 2,313 | $1.78M | 0.66% | +1,164+101.3% | Added |
| Fairman Group, LLC | 2,374 | $1.78M | 1.40% | +4+0.2% | Added |
| West Michigan Advisors, LLC | 2,372 | $1.78M | 0.34% | +594+33.4% | Added |
| Oberweis Asset Management Inc | 2,378 | $1.78M | 0.04% | +4+0.2% | Added |
| Townsend Asset Management Corp | 2,378 | $1.78M | 0.57% | +12+0.5% | Added |
| Peninsula Asset Management Inc | 2,375 | $1.77M | 0.85% | −170−6.7% | Reduced |
| BankPlus Trust Department | 2,375 | $1.77M | 0.41% | +318+15.5% | Added |
| Headinvest, LLC | 2,373 | $1.77M | 0.33% | +47+2.0% | Added |
| Hanson & Doremus Investment Management | 2,370 | $1.77M | 0.18% | −1,227−34.1% | Reduced |
| Holos Integrated Wealth LLC | 2,366 | $1.77M | 0.83% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 2,368 | $1.77M | 0.47% | −273−10.3% | Reduced |
| Stonehaven Wealth & Tax Solutions, LLC | 2,365 | $1.77M | 1.41% | +4+0.2% | Added |
| San Luis Wealth Advisors LLC | 2,365 | $1.77M | 0.27% | −4−0.2% | Reduced |
| Medallion Wealth Advisors, LLC | 2,352 | $1.76M | 0.58% | −230−8.9% | Reduced |
| Awm Capital, LLC | 2,359 | $1.76M | 0.14% | −2−0.1% | Reduced |
| Lionsbridge Wealth Management LLC | 2,358 | $1.76M | 1.73% | −311−11.7% | Reduced |
| Expressive Wealth LLC | 2,353 | $1.76M | 1.66% | −363−13.4% | Reduced |
| M. Kraus & Co | 2,353 | $1.76M | 0.47% | +1,477+168.6% | Added |
| Payne Capital Management, LLC | 2,351 | $1.76M | 0.47% | −150−6.0% | Reduced |
| SMI Advisory Services, LLC | 2,333 | $1.75M | 0.28% | +10.0% | Added |
| Orcam Financial Group | 2,347 | $1.75M | 0.86% | +10.0% | Added |
| Integrity Advisory Solutions, LLC | 2,345 | $1.75M | 0.18% | +1,272+118.5% | Added |
| Missouri Trust & Investment Co | 2,345 | $1.75M | 0.48% | −264−10.1% | Reduced |
| Blodgett Wealth Advisors, LLC | 2,345 | $1.75M | 1.17% | −159−6.3% | Reduced |
| First Command Advisory Services, Inc. | 2,340 | $1.75M | 0.01% | −4−0.2% | Reduced |
| Riverbend Wealth Management, LLC | 2,340 | $1.75M | 0.89% | +125+5.6% | Added |
| Mars Jewett Financial Group, Inc. | 2,337 | $1.75M | 0.35% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 2,335 | $1.74M | 0.52% | −87−3.6% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 2,335 | $1.74M | 1.22% | +638+37.6% | Added |
| Bridgewealth Advisory Group, LLC | 2,330 | $1.74M | 0.33% | −505−17.8% | Reduced |
| Intesa Sanpaolo Wealth Management | 2,325 | $1.74M | 0.35% | +237+11.4% | Added |
| Highline Wealth Partners LLC | 2,325 | $1.74M | 0.35% | +907+64.0% | Added |
| WorthPointe, LLC | 2,317 | $1.73M | 0.44% | −2,322−50.1% | Reduced |
| Shapiro Capital Management LLC | 2,315 | $1.73M | 0.10% | −5,410−70.0% | Reduced |
| Lawson Kroeker Investment Management Inc | 2,315 | $1.73M | 0.48% | +45+2.0% | Added |
| Cladis Investment Advisory, LLC | 2,314 | $1.73M | 0.81% | +467+25.3% | Added |
| Davis Capital Management | 2,312 | $1.73M | 1.02% | +8+0.3% | Added |
| City National Bank of Florida | 2,312 | $1.73M | 0.72% | +1,114+93.0% | Added |
| Curio Wealth, LLC | 2,310 | $1.73M | 0.54% | +15+0.7% | Added |
| N.E.W. Advisory Services LLC | 2,307 | $1.72M | 0.12% | +15+0.7% | Added |
| Crusonia Wealth Advisors LLC | 2,305 | $1.72M | 0.28% | +93+4.2% | Added |