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 |
|---|---|---|---|---|---|
| Kapstone Financial Advisors LLC | 2,300 | $1.72M | 0.72% | +32+1.4% | Added |
| Triton Wealth Management, PLLC | 2,302 | $1.72M | 0.53% | −64−2.7% | Reduced |
| Precedent Wealth Partners, LLC | 2,294 | $1.71M | 0.28% | +245+12.0% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 2,294 | $1.71M | 0.06% | −180−7.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 2,293 | $1.71M | 0.17% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2,288 | $1.71M | 0.19% | −4−0.2% | Reduced |
| Umpqua Bank | 2,287 | $1.71M | 0.38% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 2,285 | $1.71M | 0.25% | −641−21.9% | Reduced |
| Mattern Capital Management, LLC | 2,285 | $1.71M | 0.20% | +54+2.4% | Added |
| Piscataqua Savings Bank | 2,285 | $1.71M | 1.15% | +2+0.1% | Added |
| Marshall Investment Management, LLC | 2,284 | $1.71M | 0.71% | −425−15.7% | Reduced |
| Callahan Advisors, LLC | 2,283 | $1.70M | 0.13% | −959−29.6% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 2,276 | $1.70M | 0.41% | +5+0.2% | Added |
| XTX Topco Ltd | 2,268 | $1.69M | 0.02% | −41,287−94.8% | Reduced |
| Purkiss Capital Advisors LLC | 2,267 | $1.69M | 0.64% | −316−12.2% | Reduced |
| Beirne Wealth Consulting Services, LLC | 2,260 | $1.69M | 0.34% | −607−21.2% | Reduced |
| Mendel Money Management | 2,264 | $1.69M | 0.62% | −580−20.4% | Reduced |
| TMB Capital Partners, LLC | 2,260 | $1.69M | 0.53% | −39−1.7% | Reduced |
| Marino, Stram & Associates LLC | 2,254 | $1.68M | 0.27% | +23+1.0% | Added |
| Philadelphia Trust Co | 2,252 | $1.68M | 0.11% | −6−0.3% | Reduced |
| Reuter James Wealth Management, LLC | 2,252 | $1.68M | 0.22% | 00.0% | Unchanged |
| Strategic Investment Advisors | 2,249 | $1.68M | 0.10% | +134+6.3% | Added |
| Rosenblum Silverman Sutton S F Inc | 2,245 | $1.68M | 0.40% | +141+6.7% | Added |
| Clarion Wealth Managment Partners, LLC | 2,243 | $1.68M | 1.35% | +3+0.1% | Added |
| Hudson Value Partners, LLC | 2,239 | $1.67M | 0.42% | +15+0.7% | Added |
| First PREMIER Bank | 2,239 | $1.67M | 0.27% | −65−2.8% | Reduced |
| Capital CS Group, LLC | 2,233 | $1.67M | 2.43% | −106−4.5% | Reduced |
| Cypress Asset Management Inc | 2,227 | $1.66M | 0.32% | −13−0.6% | Reduced |
| Beacon Wealthcare LLC | 2,222 | $1.66M | 0.53% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 2,222 | $1.66M | 0.31% | −2−0.1% | Reduced |
| Exchange Bank | 2,214 | $1.65M | 1.03% | −652−22.7% | Reduced |
| Cookson Peirce & Co Inc | 2,210 | $1.65M | 0.05% | +258+13.2% | Added |
| JPL Wealth Management, LLC | 2,209 | $1.65M | 0.33% | +66+3.1% | Added |
| Key Financial Inc | 2,207 | $1.65M | 0.27% | +3+0.1% | Added |
| Sentinel Advisory Group, LLC | 2,206 | $1.65M | 0.67% | +7+0.3% | Added |
| Tobias Financial Advisors, Inc. | 2,205 | $1.65M | 0.21% | −83−3.6% | Reduced |
| Wallace Capital Management Inc. | 2,205 | $1.65M | 0.18% | −847−27.8% | Reduced |
| Armor Investment Advisors, LLC | 2,204 | $1.65M | 0.53% | 00.0% | Unchanged |
| Retirement Solution Inc. | 2,204 | $1.65M | 0.32% | +681+44.7% | Added |
| Parthenon LLC | 2,204 | $1.65M | 0.17% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 2,198 | $1.64M | 0.97% | +285+14.9% | Added |
| IFC Advisors LLC | 2,196 | $1.64M | 0.21% | +10+0.5% | Added |
| Alerus Financial NA | 2,195 | $1.64M | 0.07% | −49−2.2% | Reduced |
| W.H. Cornerstone Investments Inc. | 2,193 | $1.64M | 0.93% | −266−10.8% | Reduced |
| Westend Capital Management, LLC | 2,189 | $1.63M | 0.37% | +2,009+1,116.1% | Added |
| Front Row Advisors LLC | 2,121 | $1.63M | 0.47% | −61−2.8% | Reduced |
| Portside Wealth Group, LLC | 2,184 | $1.63M | 0.19% | +1,000+84.5% | Added |
| Windsor Advisory Group, LLC | 2,180 | $1.63M | 1.18% | +123+6.0% | Added |
| Wealthspan Partners, LLC | 2,180 | $1.63M | 0.51% | −4−0.2% | Reduced |
| CacheTech Inc. | 2,180 | $1.63M | 0.26% | −10−0.5% | Reduced |
| BCS Private Wealth Management, Inc. | 2,170 | $1.62M | 0.49% | +32+1.5% | Added |
| Summit Global Investments | 2,170 | $1.62M | 0.09% | +869+66.8% | Added |
| Bannerstone Capital Management, LLC | 2,167 | $1.62M | 1.36% | −1,832−45.8% | Reduced |
| Family Office Research LLC | 2,164 | $1.62M | 0.61% | 00.0% | Unchanged |
| Eddie Patel Inc | 2,160 | $1.61M | 0.96% | −10−0.5% | Reduced |
| Weatherly Asset Management L. P. | 2,152 | $1.61M | 0.11% | −46−2.1% | Reduced |
| Global Wealth Strategies & Associates | 2,152 | $1.61M | 0.30% | −56−2.5% | Reduced |
| Your Advocates Ltd., LLP | 2,150 | $1.61M | 0.46% | −220−9.3% | Reduced |
| Diversified Enterprises, LLC | 2,148 | $1.60M | 0.08% | −13,013−85.8% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,148 | $1.60M | 0.00% | −5,564−72.1% | Reduced |
| Vaughan & Co Securities, Inc. | 2,146 | $1.60M | 0.75% | −4−0.2% | Reduced |
| MontVue Capital Management, Inc. | 2,143 | $1.60M | 0.92% | −78−3.5% | Reduced |
| David R. Rahn & Associates Inc. | 2,136 | $1.60M | 0.38% | +457+27.2% | Added |
| Robinhood Asset Management, LLC | 2,135 | $1.59M | 0.09% | +678+46.5% | Added |
| J. L. Bainbridge & Co., Inc. | 2,133 | $1.59M | 0.13% | −140−6.2% | Reduced |
| Papp L Roy & Associates | 2,133 | $1.59M | 0.17% | −21−1.0% | Reduced |
| Shakespeare Wealth Management, Inc. | 2,131 | $1.59M | 0.42% | +2,131 | New |
| GK Wealth Management LLC | 2,129 | $1.59M | 0.96% | +1,730+433.6% | Added |
| Alpha Financial Partners, LLC | 2,123 | $1.59M | 0.83% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 2,121 | $1.58M | 0.14% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 2,115 | $1.58M | 0.30% | −66−3.0% | Reduced |
| Diversified Investment Strategies, LLC | 2,120 | $1.58M | 1.02% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 2,630 | $1.58M | 0.25% | +45+1.7% | Added |
| Larch Capital Partners LLC | 2,115 | $1.58M | 0.23% | +1,002+90.0% | Added |
| Highland Investment Advisors LLC | 2,111 | $1.58M | 0.69% | +2,111 | New |
| Chesapeake Asset Management LLC | 4,188 | $1.57M | 1.21% | +23+0.6% | Added |
| Mustico Financial Group, Inc. | 2,108 | $1.57M | 1.09% | −6−0.3% | Reduced |
| Baring Financial LLC | 2,108 | $1.57M | 0.87% | +58+2.8% | Added |
| CNB Bank | 2,107 | $1.57M | 0.61% | −51−2.4% | Reduced |
| 3 Factor Indexing, LLC | 2,101 | $1.57M | 1.33% | −3−0.1% | Reduced |
| Courage Miller Partners, LLC | 2,099 | $1.57M | 0.41% | 00.0% | Unchanged |
| Arcadia Wealth Management, Inc. | 2,092 | $1.56M | 0.75% | −60−2.8% | Reduced |
| Kingstone Capital Partners Texas, LLC | 2,092 | $1.56M | 0.83% | +83+4.1% | Added |
| Waterway Wealth Management, LLC | 2,090 | $1.56M | 0.32% | −9−0.4% | Reduced |
| Clark Asset Management, LLC | 2,087 | $1.56M | 0.12% | +1,050+101.3% | Added |
| Capital Advantage, Inc. | 2,086 | $1.56M | 0.19% | +95+4.8% | Added |
| Wealth Management Nebraska | 2,081 | $1.55M | 0.14% | −8−0.4% | Reduced |
| Jessup Wealth Management, Inc | 2,081 | $1.55M | 0.46% | −42−2.0% | Reduced |
| St. Louis Trust Co | 130,821 | $1.55M | 0.42% | −137−0.1% | Reduced |
| Intellus Advisors LLC | 2,079 | $1.55M | 0.19% | −132−6.0% | Reduced |
| Eqis Capital Management, Inc. | 2,079 | $1.55M | 0.43% | +229+12.4% | Added |
| Catalyst Investment Management LLC | 2,077 | $1.55M | 1.41% | −81−3.8% | Reduced |
| Kirtland Hills Capital Management, LLC | 2,076 | $1.55M | 0.44% | +157+8.2% | Added |
| Princeton Global Asset Management LLC | 2,073 | $1.55M | 0.22% | −22−1.1% | Reduced |
| Arlington Trust Co LLC | 2,073 | $1.55M | 0.13% | −834−28.7% | Reduced |
| Manhattan West Asset Management, LLC | 2,072 | $1.55M | 0.26% | −1,557−42.9% | Reduced |
| Sacks & Associates, LLC | 2,057 | $1.54M | 1.04% | +7+0.3% | Added |
| Massachusetts Wealth Management | 2,056 | $1.54M | 0.58% | 00.0% | Unchanged |
| Seros Financial, LLC | 2,056 | $1.54M | 0.80% | −49−2.3% | Reduced |
| Trust Co of Tennessee | 2,055 | $1.53M | 0.27% | +94+4.8% | Added |