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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Souders Financial Advisors | 1,848 | $1.38M | 0.14% | +9+0.5% | Added |
| Concentrum Wealth Management | 1,847 | $1.38M | 0.33% | −175−8.7% | Reduced |
| Buck Wealth Strategies, LLC | 1,846 | $1.38M | 0.14% | −1,260−40.6% | Reduced |
| Trademark Financial Management, LLC | 1,845 | $1.38M | 0.56% | −5−0.3% | Reduced |
| Cutler Investment Counsel LLC | 1,839 | $1.38M | 0.13% | −448−19.6% | Reduced |
| EagleClaw Capital Managment, LLC | 1,837 | $1.37M | 0.18% | +90+5.2% | Added |
| BancFirst Trust & Investment Management | 1,849 | $1.37M | 0.58% | +33+1.8% | Added |
| Correct Capital Wealth Management | 1,834 | $1.37M | 0.24% | −15,953−89.7% | Reduced |
| Highbridge Capital Management LLC | 1,834 | $1.37M | 0.05% | +1,834 | New |
| Garner Asset Management Corp | 1,830 | $1.37M | 0.44% | +1+0.1% | Added |
| Francis Financial, Inc. | 1,829 | $1.37M | 0.22% | +1,240+210.5% | Added |
| Clear Trail Advisors, LLC | 1,827 | $1.36M | 0.21% | −21−1.1% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 1,821 | $1.36M | 0.10% | +103+6.0% | Added |
| Sage Investment Advisers LLC | 1,821 | $1.36M | 0.91% | +2+0.1% | Added |
| WealthTrust Axiom LLC | 1,820 | $1.36M | 0.30% | −30−1.6% | Reduced |
| AJ Advisors, LLC | 1,820 | $1.36M | 0.42% | +5+0.3% | Added |
| Milestones Private Investment Advisors LLC | 1,819 | $1.36M | 1.08% | 00.0% | Unchanged |
| Silver Oak Advisory Group, Inc. | 1,818 | $1.36M | 0.54% | −34−1.8% | Reduced |
| ONE Advisory Partners, LLC | 1,813 | $1.35M | 0.37% | +50+2.8% | Added |
| Isthmus Partners, LLC | 1,812 | $1.35M | 0.13% | 00.0% | Unchanged |
| Ballast, Inc. | 1,806 | $1.35M | 0.25% | +5+0.3% | Added |
| Theory Financial LLC | 1,806 | $1.35M | 0.43% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,806 | $1.35M | 0.20% | +276+18.0% | Added |
| Z3 Capital Partners, LLC | 1,800 | $1.34M | 0.28% | +10+0.6% | Added |
| Postrock Partners LLC | 1,800 | $1.34M | 0.55% | 00.0% | Unchanged |
| Financial Planning Hawaii, Inc. | 1,798 | $1.34M | 0.72% | +353+24.4% | Added |
| Adelphi Trust Co | 1,796 | $1.34M | 0.89% | +30+1.7% | Added |
| United Bank | 1,787 | $1.33M | 0.41% | +183+11.4% | Added |
| Level Financial Advisors, Inc. | 1,783 | $1.33M | 0.30% | −101−5.4% | Reduced |
| Fiduciary Group LLC | 1,781 | $1.33M | 0.10% | −21−1.2% | Reduced |
| Marion Wealth Management | 1,777 | $1.33M | 0.27% | −8−0.4% | Reduced |
| Vista Investment Management | 1,777 | $1.33M | 0.40% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 1,775 | $1.33M | 0.16% | +297+20.1% | Added |
| Alpha Financial Advisors, LLC | 1,771 | $1.32M | 0.37% | +261+17.3% | Added |
| Unison Asset Management LLC | 1,768 | $1.32M | 0.54% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 1,766 | $1.32M | 0.71% | +12+0.7% | Added |
| Myecfo, LLC | 1,764 | $1.32M | 0.50% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 1,758 | $1.32M | 0.21% | −2−0.1% | Reduced |
| August Group Capital Ltd | 1,759 | $1.31M | 1.44% | +14+0.8% | Added |
| Dominguez Wealth Management Solutions, Inc. | 1,756 | $1.31M | 0.72% | +2+0.1% | Added |
| Sendero Wealth Management, LLC | 1,751 | $1.31M | 0.13% | +289+19.8% | Added |
| DKM Wealth Management, Inc. | 1,746 | $1.30M | 0.85% | +3+0.2% | Added |
| Narwhal Capital Management | 1,743 | $1.30M | 0.09% | −19−1.1% | Reduced |
| Dba Trading, LLC | 2,000 | $1.30M | 0.65% | 00.0% | Unchanged |
| Align Financial, LLC | 1,740 | $1.30M | 0.64% | −26−1.5% | Reduced |
| Carrera Capital Advisors | 1,735 | $1.30M | 0.19% | +68+4.1% | Added |
| Live Oak Private Wealth LLC | 1,735 | $1.30M | 0.16% | +10+0.6% | Added |
| Avaii Wealth Management, LLC | 1,732 | $1.29M | 0.38% | +84+5.1% | Added |
| Key Capital Management, INC | 1,731 | $1.29M | 0.67% | −54−3.0% | Reduced |
| Professional Advisory Services Inc | 1,730 | $1.29M | 0.15% | −80−4.4% | Reduced |
| Syntegra Private Wealth Group, LLC | 1,728 | $1.29M | 0.10% | −34−1.9% | Reduced |
| Wescott Financial Advisory Group, LLC | 1,728 | $1.29M | 0.10% | −25−1.4% | Reduced |
| Sargent Investment Group, LLC | 1,727 | $1.29M | 0.16% | +513+42.3% | Added |
| Eclectic Associates Inc | 1,726 | $1.29M | 0.15% | −3−0.2% | Reduced |
| HTG Investment Advisors, Inc. | 1,724 | $1.29M | 0.33% | −53−3.0% | Reduced |
| New Harbor Financial Group, LLC | 1,723 | $1.29M | 0.20% | −1,077−38.5% | Reduced |
| GFI Investment Counsel Ltd. | 1,723 | $1.29M | 0.17% | +1,723 | New |
| Prelude Capital Management, LLC | 1,720 | $1.28M | 0.09% | +402+30.5% | Added |
| Beck Mack & Oliver LLC | 1,714 | $1.28M | 0.02% | +211+14.0% | Added |
| Eagle Bluffs Wealth Management LLC | 1,707 | $1.28M | 0.43% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 1,711 | $1.28M | 0.64% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 1,710 | $1.28M | 0.24% | +702+69.6% | Added |
| Grey Fox Wealth Advisors, LLC | 1,705 | $1.28M | 0.20% | +353+26.1% | Added |
| Flynn Zito Capital Management, LLC | 1,706 | $1.27M | 0.35% | +43+2.6% | Added |
| Prospect Financial Group LLC | 1,706 | $1.27M | 1.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,704 | $1.27M | 0.15% | +5+0.3% | Added |
| Amara Financial, LLC. | 1,703 | $1.27M | 0.76% | 00.0% | Unchanged |
| Financial Advisory Corp | 1,700 | $1.27M | 0.17% | −35−2.0% | Reduced |
| Summit Asset Management, LLC | 1,699 | $1.27M | 0.16% | −478−22.0% | Reduced |
| JB Capital LLC | 1,699 | $1.27M | 0.04% | +320+23.2% | Added |
| Poinciana Advisors Group, LLC | 1,697 | $1.27M | 0.94% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 1,694 | $1.27M | 0.04% | 00.0% | Unchanged |
| Center For Asset Management LLC | 1,692 | $1.27M | 0.56% | +159+10.4% | Added |
| WLTH Capital Management, LLC | 1,688 | $1.26M | 0.81% | −13−0.8% | Reduced |
| Capital Asset Managemnet, LLC | 1,685 | $1.26M | 2.83% | −684−28.9% | Reduced |
| Evolution Wealth Management Inc. | 1,683 | $1.26M | 0.74% | +658+64.2% | Added |
| Investment Partners, Ltd. | 1,682 | $1.26M | 0.39% | +71+4.4% | Added |
| Whalen Wealth Management Inc. | 1,680 | $1.25M | 0.56% | −7−0.4% | Reduced |
| Strategies Wealth Advisors, LLC | 1,677 | $1.25M | 0.11% | −60−3.5% | Reduced |
| Powers Advisory Group, LLC | 1,676 | $1.25M | 0.39% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 1,675 | $1.25M | 0.17% | −386−18.7% | Reduced |
| Compass Financial Services Inc | 1,675 | $1.25M | 0.47% | −32−1.9% | Reduced |
| Dover Advisors, LLC | 1,825 | $1.25M | 0.51% | −19−1.0% | Reduced |
| Morris Retirement Advisors, LLC | 1,668 | $1.25M | 0.45% | −570−25.5% | Reduced |
| Forum Finance Group S.A. | 2,052 | $1.24M | 0.45% | +310+17.8% | Added |
| Measured Risk Portfolios, Inc. | 1,653 | $1.23M | 1.10% | −9−0.5% | Reduced |
| Carr Financial Group Corp | 1,645 | $1.23M | 0.28% | +450+37.7% | Added |
| VSM Wealth Advisory, LLC | 1,644 | $1.23M | 0.33% | +1+0.1% | Added |
| Meeder Advisory Services, Inc. | 1,641 | $1.23M | 0.04% | +267+19.4% | Added |
| Mason & Associates Inc | 1,636 | $1.22M | 0.20% | −34−2.0% | Reduced |
| Peak Wealth Management LLC | 1,633 | $1.22M | 0.86% | +110+7.2% | Added |
| Xcel Wealth Management, LLC | 1,631 | $1.22M | 0.29% | −11−0.7% | Reduced |
| Financial Alternatives, Inc | 1,630 | $1.22M | 0.60% | −292−15.2% | Reduced |
| Bullock Wealth Management Group | 1,632 | $1.22M | 0.53% | −108−6.2% | Reduced |
| Archer Investment Management, LLC | 1,628 | $1.22M | 0.42% | +1,628 | New |
| Elevated Private Wealth, LLC | 1,624 | $1.21M | 1.15% | +1,624 | New |
| GHP Investment Advisors, Inc. | 1,621 | $1.21M | 0.04% | +81+5.3% | Added |
| Navalign, LLC | 1,619 | $1.21M | 0.28% | +7+0.4% | Added |
| Barlow Wealth Partners, Inc. | 1,622 | $1.21M | 0.13% | 00.0% | Unchanged |
| Passive Capital Management, LLC. | 1,773 | $1.21M | 0.38% | 00.0% | Unchanged |