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 |
|---|---|---|---|---|---|
| RFP Financial Group LLC | 1,618 | $1.21M | 0.54% | +698+75.9% | Added |
| Heck Capital Advisors, LLC | 1,614 | $1.21M | 0.07% | +1+0.1% | Added |
| Frederick Financial Consultants, LLC | 1,614 | $1.21M | 0.51% | +11+0.7% | Added |
| Sonoma Private Wealth LLC | 1,614 | $1.21M | 1.29% | +600+59.2% | Added |
| McDonough Capital Management, Inc | 1,612 | $1.20M | 0.60% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 1,611 | $1.20M | 0.15% | −6,263−79.5% | Reduced |
| Penbrook Management LLC | 1,605 | $1.20M | 0.76% | 00.0% | Unchanged |
| Tran Capital Management, L.P. | 1,601 | $1.20M | 0.14% | +18+1.1% | Added |
| Stack Financial Management, Inc | 1,598 | $1.19M | 0.09% | −22−1.4% | Reduced |
| TCFG Investment Advisors, LLC | 1,591 | $1.19M | 0.40% | −6−0.4% | Reduced |
| Stirlingshire Investments, Inc. | 1,583 | $1.19M | 0.88% | −17−1.1% | Reduced |
| Tepp RIA, LLC | 1,587 | $1.19M | 0.80% | −3,452−68.5% | Reduced |
| Providence Capital Advisors, LLC | 1,587 | $1.18M | 0.18% | −60−3.6% | Reduced |
| Quantum Private Wealth, LLC | 1,586 | $1.18M | 0.30% | −89−5.3% | Reduced |
| Blue Capital, Inc. | 1,583 | $1.18M | 0.75% | −737−31.8% | Reduced |
| Lawood & Co | 1,582 | $1.18M | 0.80% | 00.0% | Unchanged |
| Walser Wealth Management Company, A Ltd Liability Co | 1,580 | $1.18M | 0.49% | −127−7.4% | Reduced |
| Client 1st Advisory Group, LLC | 1,578 | $1.18M | 0.32% | +61+4.0% | Added |
| Poehling Capital Management, LLC | 1,575 | $1.18M | 0.25% | +1,034+191.1% | Added |
| PFG Private Wealth Management, LLC | 1,573 | $1.17M | 0.51% | −6−0.4% | Reduced |
| Great Waters Wealth Management | 1,571 | $1.17M | 0.11% | +582+58.8% | Added |
| Johnson & White Wealth Management, LLC | 1,567 | $1.17M | 0.44% | +1+0.1% | Added |
| Level Wealth Management LLC | 1,557 | $1.17M | 0.47% | +76+5.1% | Added |
| Northbridge Financial Group, LLC | 1,556 | $1.16M | 0.45% | +3+0.2% | Added |
| Bellevue Asset Management, LLC | 1,554 | $1.16M | 0.54% | −16−1.0% | Reduced |
| Texas Bank & Trust Co | 1,552 | $1.16M | 0.38% | −27−1.7% | Reduced |
| Avondale Wealth Management | 1,551 | $1.16M | 0.47% | 00.0% | Unchanged |
| Milestone Asset Management Group, LLC | 1,549 | $1.16M | 0.58% | −1−0.1% | Reduced |
| J. Goldman & Co LP | 1,547 | $1.16M | 0.04% | −3,864−71.4% | Reduced |
| Zinnia Wealth Advisory, LLC | 1,547 | $1.16M | 1.18% | +921+147.1% | Added |
| Ridge Creek Global, Inc | 1,543 | $1.15M | 0.90% | −195−11.2% | Reduced |
| Mullaney, Keating & Wright, Inc. | 1,543 | $1.15M | 0.56% | +57+3.8% | Added |
| LifeGuide Financial Advisors, LLC | 1,542 | $1.15M | 0.33% | +181+13.3% | Added |
| Strategic Financial Services, Inc, | 1,541 | $1.15M | 0.05% | −100−6.1% | Reduced |
| Cornerstone Financial Management LLC | 1,541 | $1.15M | 0.92% | −399−20.6% | Reduced |
| Lighthouse Financial Services Inc | 1,543 | $1.15M | 0.24% | +607+64.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,540 | $1.15M | 0.29% | −143−8.5% | Reduced |
| Cypress Point Wealth Management, LLC | 1,531 | $1.14M | 0.23% | −285−15.7% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,531 | $1.14M | 0.24% | −3−0.2% | Reduced |
| Infinity Wealth Counsel, LLC | 1,530 | $1.14M | 0.92% | −45−2.9% | Reduced |
| Brian Low Financial Group, LLC | 1,530 | $1.14M | 0.67% | +139+10.0% | Added |
| PW Nova Financial Services LLC | 1,529 | $1.14M | 0.24% | −17−1.1% | Reduced |
| Wealthstar Advisors, LLC | 1,524 | $1.14M | 0.57% | +26+1.7% | Added |
| Prosperitas Financial LLC | 1,522 | $1.14M | 0.36% | −160−9.5% | Reduced |
| Bourgeon Capital Management LLC | 1,520 | $1.14M | 0.17% | −3,647−70.6% | Reduced |
| Cim, LLC | 1,518 | $1.13M | 0.15% | 00.0% | Unchanged |
| Bci Securities, Inc. | 1,515 | $1.13M | 9.75% | −17−1.1% | Reduced |
| MBA Advisors LLC | 1,515 | $1.13M | 0.39% | +13+0.9% | Added |
| Elite Wealth Management, Inc. | 1,512 | $1.13M | 0.33% | −470−23.7% | Reduced |
| Ted Buchan & Co | 1,512 | $1.13M | 0.37% | −16−1.0% | Reduced |
| Graney & King, LLC | 1,511 | $1.13M | 0.41% | −24−1.6% | Reduced |
| Bosman Wealth Management, LLC | 1,511 | $1.13M | 0.70% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 1,506 | $1.13M | 0.57% | −68−4.3% | Reduced |
| Burk Holdings LLC | 1,509 | $1.13M | 0.42% | +58+4.0% | Added |
| Ballast Advisors LLC | 1,508 | $1.13M | 0.27% | −26−1.7% | Reduced |
| Trivant Custom Portfolio Group, LLC | 1,508 | $1.13M | 0.60% | −70−4.4% | Reduced |
| Fourth Dimension Wealth, LLC | 1,506 | $1.12M | 0.36% | +140+10.2% | Added |
| Apeiron RIA LLC | 1,506 | $1.12M | 0.29% | −349−18.8% | Reduced |
| New Covenant Trust Company, N.A. | 1,505 | $1.12M | 0.85% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,504 | $1.12M | 0.14% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 1,503 | $1.12M | 0.32% | 00.0% | Unchanged |
| Strathmore Capital Advisors, Inc. | 1,500 | $1.12M | 0.30% | −273−15.4% | Reduced |
| Midwest Financial Partners Investments, Inc. | 1,503 | $1.12M | 0.47% | +27+1.8% | Added |
| Waterford Advisors, LLC | 1,501 | $1.12M | 0.31% | −191−11.3% | Reduced |
| RVW Wealth, LLC | 1,501 | $1.12M | 0.07% | +500+50.0% | Added |
| Vermillion Wealth Management, Inc. | 1,501 | $1.12M | 0.26% | −216−12.6% | Reduced |
| Collaborative Wealth Managment Inc. | 1,500 | $1.12M | 0.47% | +163+12.2% | Added |
| Nichols & Pratt Advisers LLP | 1,500 | $1.12M | 0.07% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 1,499 | $1.12M | 0.45% | +2+0.1% | Added |
| Vestia Personal Wealth Advisors | 1,494 | $1.12M | 0.44% | −7−0.5% | Reduced |
| Hollow Brook Wealth Management LLC | 1,493 | $1.11M | 0.22% | +540+56.7% | Added |
| Gallacher Capital Management LLC | 1,488 | $1.11M | 0.62% | −525−26.1% | Reduced |
| Prospect Financial Services LLC | 1,486 | $1.11M | 0.56% | +5+0.3% | Added |
| Prostatis Group LLC | 1,486 | $1.11M | 0.26% | +304+25.7% | Added |
| Nolet Wealth Management, LLC | 1,486 | $1.11M | 0.61% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 1,483 | $1.11M | 0.34% | 00.0% | Unchanged |
| Newton One Investments LLC | 1,483 | $1.11M | 0.28% | −9−0.6% | Reduced |
| Keb Asset Management, LLC | 1,482 | $1.11M | 0.18% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 1,478 | $1.10M | 0.59% | +5+0.3% | Added |
| Fenimore Asset Management Inc | 1,477 | $1.10M | 0.02% | 00.0% | Unchanged |
| jvl associates llc | 1,477 | $1.10M | 0.31% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 1,477 | $1.10M | 0.66% | +307+26.2% | Added |
| William Mack & Associates, Inc. | 1,475 | $1.10M | 0.39% | +188+14.6% | Added |
| CDKV Holdings LLC | 1,474 | $1.10M | 0.86% | 00.0% | Unchanged |
| Family Capital Trust Co | 1,474 | $1.10M | 0.36% | −9−0.6% | Reduced |
| Strategic Financial Concepts, LLC | 1,472 | $1.10M | 0.33% | −719−32.8% | Reduced |
| Cura Wealth Advisors, LLC | 1,472 | $1.10M | 0.47% | +29+2.0% | Added |
| Heritage Wealth Management, Inc. | 1,470 | $1.10M | 0.55% | +46+3.2% | Added |
| Barnes Pettey Financial Advisors, LLC | 1,469 | $1.10M | 0.34% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 1,468 | $1.10M | 0.29% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 1,466 | $1.09M | 0.26% | −22−1.5% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,465 | $1.09M | 0.21% | −13−0.9% | Reduced |
| Prepared Retirement Institute LLC | 1,462 | $1.09M | 0.46% | +33+2.3% | Added |
| Bull Harbor Capital LLC | 1,462 | $1.09M | 0.21% | +28+2.0% | Added |
| Galvin, Gaustad & Stein, LLC | 1,459 | $1.09M | 0.08% | −129−8.1% | Reduced |
| Aft, Forsyth & Company, Inc. | 1,458 | $1.09M | 0.52% | +15+1.0% | Added |
| RW Investment Management LLC | 1,457 | $1.09M | 0.10% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 1,457 | $1.09M | 0.21% | +73+5.3% | Added |
| Wealth Quarterback LLC | 1,457 | $1.09M | 0.34% | +28+2.0% | Added |
| J2 Capital Management Inc | 1,452 | $1.08M | 0.73% | −26−1.8% | Reduced |