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: 45 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 |
|---|---|---|---|---|---|
| Goldstream Capital Management Ltd | 1,298 | $969.3K | 1.16% | 00.0% | Unchanged |
| Asset One Wealth Management LLC | 1,281 | $966.9K | 0.10% | +28+2.2% | Added |
| Mezzasalma Advisors, LLC | 1,290 | $963.4K | 0.19% | −657−33.7% | Reduced |
| Requisite Capital Management, LLC | 1,286 | $962.5K | 0.16% | +6+0.5% | Added |
| Vicus Capital | 1,287 | $961.4K | 0.06% | −3−0.2% | Reduced |
| 4J Wealth Management LLC | 1,287 | $961.1K | 0.47% | 00.0% | Unchanged |
| Solitude Financial Services | 1,286 | $960.4K | 0.27% | 00.0% | Unchanged |
| Delta Wealth Advisors LLC | 1,286 | $960.3K | 0.69% | −265−17.1% | Reduced |
| Keystone Global Partners, LLC | 1,284 | $958.7K | 0.36% | 00.0% | Unchanged |
| Weiss Asset Management LP | 1,283 | $958.1K | 0.01% | +1,283 | New |
| Stonebridge Capital Management Inc | 1,281 | $956.9K | 0.46% | +1,281 | New |
| Financial Counselors Inc | 1,278 | $954.4K | 1.31% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 1,275 | $952.1K | 0.53% | 00.0% | Unchanged |
| Eagle Wealth Advisors LLC | 1,274 | $951.4K | 0.73% | −56−4.2% | Reduced |
| Johnson Bixby & Associates, LLC | 1,273 | $950.7K | 0.11% | −6−0.5% | Reduced |
| McKinney Capital Management, LLC | 1,273 | $950.6K | 0.37% | +119+10.3% | Added |
| Beacon Financial Group | 1,271 | $949.0K | 0.09% | −88−6.5% | Reduced |
| North Point Portfolio Managers Corp | 1,269 | $947.7K | 0.16% | +53+4.4% | Added |
| Mattern Wealth Management LLC | 1,268 | $947.0K | 0.16% | −29−2.2% | Reduced |
| C M Bidwell & Associates Ltd | 1,268 | $946.9K | 0.39% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,267 | $946.0K | 0.08% | 00.0% | Unchanged |
| Financial Discovery Group Inc | 1,263 | $943.2K | 2.01% | 00.0% | Unchanged |
| Lee Johnson Capital Management, LLC | 1,262 | $942.4K | 0.29% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 1,258 | $939.7K | 0.13% | −32−2.5% | Reduced |
| Great Lakes Retirement, Inc. | 1,258 | $939.2K | 0.08% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 1,252 | $937.3K | 0.21% | 00.0% | Unchanged |
| Weitzel Financial Services, Inc. | 1,261 | $937.0K | 0.32% | +1+0.1% | Added |
| Holistic Financial Partners | 1,255 | $937.0K | 0.57% | +52+4.3% | Added |
| Bernicke Wealth Management, Ltd. | 1,254 | $936.5K | 0.11% | +7+0.6% | Added |
| Stonehearth Capital Management, LLC | 1,253 | $935.7K | 0.32% | −6−0.5% | Reduced |
| 626 Financial, LLC | 1,253 | $935.7K | 0.37% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,253 | $935.6K | 0.09% | +6+0.5% | Added |
| Camden National Bank | 1,250 | $933.5K | 0.12% | −3−0.2% | Reduced |
| Ashton Thomas Securities, LLC | 1,250 | $933.5K | 0.14% | +446+55.5% | Added |
| Allied Investment Advisors, LLC | 1,247 | $931.2K | 0.12% | −26−2.0% | Reduced |
| Chemung Canal Trust Co | 1,246 | $930.5K | 0.17% | +151+13.8% | Added |
| Focused Wealth Management, Inc | 1,246 | $930.1K | 0.08% | −1−0.1% | Reduced |
| Wealthgarden F.S. LLC | 1,245 | $930.1K | 0.53% | +485+63.8% | Added |
| Financial Management Network Inc | 1,249 | $928.3K | 0.13% | +11+0.9% | Added |
| BCGM Wealth Management, LLC | 1,242 | $927.5K | 0.20% | +4+0.3% | Added |
| Wellington-Altus USA Inc. | 1,424 | $926.1K | 0.67% | −108−7.0% | Reduced |
| M. Kulyk & Associates, LLC | 1,237 | $924.0K | 0.15% | +281+29.4% | Added |
| Hilltop Partners LLC | 1,235 | $922.2K | 0.22% | −66−5.1% | Reduced |
| Stegner Investment Associates Inc. | 1,235 | $922.1K | 0.44% | +1+0.1% | Added |
| Vested Financial Planning, LLC | 1,235 | $921.9K | 0.62% | +12+1.0% | Added |
| American Trust Investment Advisors, LLC | 1,234 | $921.5K | 0.45% | −3−0.2% | Reduced |
| Corundum Trust Company, INC | 1,233 | $920.8K | 2.46% | +1+0.1% | Added |
| Parkwoods Wealth Partners, LLC | 1,232 | $920.2K | 0.15% | +374+43.6% | Added |
| Braun-Bostich & Associates Inc. | 1,225 | $914.8K | 0.51% | +6+0.5% | Added |
| Alteri Wealth LLC | 1,224 | $914.2K | 0.25% | −209−14.6% | Reduced |
| Alpine Bank Wealth Management | 1,223 | $913.3K | 0.12% | 00.0% | Unchanged |
| HT Partners LLC | 1,222 | $912.6K | 0.25% | −19−1.5% | Reduced |
| Battery Global Advisors, LLC | 1,218 | $911.9K | 0.46% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 1,220 | $911.1K | 0.46% | 00.0% | Unchanged |
| Aufman Associates Inc | 1,219 | $910.4K | 0.36% | −5−0.4% | Reduced |
| Shrier Wealth Management, LLC | 1,219 | $910.3K | 0.31% | −71−5.5% | Reduced |
| Triune Financial Partners, LLC | 1,217 | $908.8K | 0.19% | +3+0.2% | Added |
| PEAK6 LLC | 1,216 | $908.1K | 0.02% | +1,214+60,700.0% | Added |
| Gen-Wealth Partners Inc | 1,215 | $907.6K | 0.25% | −261,024−99.5% | Reduced |
| GKV Capital Management Co., Inc. | 1,215 | $907.3K | 0.29% | 00.0% | Unchanged |
| Fidelis Wealth Advisors LLC | 1,213 | $905.7K | 1.37% | +290+31.4% | Added |
| MJP Associates Inc | 1,212 | $905.3K | 0.10% | +235+24.1% | Added |
| Comprehensive Money Management Services LLC | 1,212 | $905.1K | 0.57% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,212 | $905.0K | 0.48% | +1,212 | New |
| London Co of Virginia | 1,210 | $904.5K | 0.01% | +480+65.8% | Added |
| Peak Retirement Planning, Inc. | 1,209 | $902.9K | 0.14% | −1,260−51.0% | Reduced |
| Granite Harbor Advisors, Inc. | 1,207 | $901.4K | 0.36% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,204 | $899.0K | 0.42% | 00.0% | Unchanged |
| Seaside Wealth Management, Inc. | 1,204 | $898.9K | 0.22% | −77−6.0% | Reduced |
| Noble Wealth Management PBC | 1,202 | $897.6K | 0.41% | −146−10.8% | Reduced |
| West Wealth Group, LLC | 1,199 | $895.6K | 0.15% | +3+0.3% | Added |
| Traveka Wealth, LLC | 1,199 | $895.4K | 0.30% | −19−1.6% | Reduced |
| UMA Financial Services, Inc. | 1,199 | $895.2K | 0.11% | +1+0.1% | Added |
| Schaeffer Financial LLC | 1,198 | $894.8K | 0.69% | −49−3.9% | Reduced |
| Oxford Wealth Group, LLC | 1,197 | $894.2K | 0.40% | +528+78.9% | Added |
| Northland Securities, Inc. | 1,197 | $893.9K | 0.52% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 1,194 | $893.7K | 0.43% | 00.0% | Unchanged |
| Benchmark Financial, LLC | 1,196 | $893.1K | 0.73% | +1+0.1% | Added |
| Security National Bank | 1,195 | $892.4K | 0.11% | +66+5.8% | Added |
| Concord Asset Management, LLC | 1,194 | $891.6K | 0.14% | −1−0.1% | Reduced |
| Rezny Wealth Management, Inc. | 1,192 | $890.1K | 0.15% | +35+3.0% | Added |
| Westwood Wealth Management | 1,191 | $889.4K | 0.26% | −140−10.5% | Reduced |
| 17 Capital Partners, LLC | 1,191 | $889.4K | 0.40% | −15−1.2% | Reduced |
| Millennium Capital Advisors, LLC | 1,190 | $889.1K | 0.48% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 1,187 | $886.8K | 0.17% | +15+1.3% | Added |
| CMH Wealth Management LLC | 1,184 | $886.4K | 0.14% | −31−2.6% | Reduced |
| Tenzing Financial LLC | 1,176 | $883.3K | 0.61% | 00.0% | Unchanged |
| Tru Independence Asset Management 2, LLC | 1,177 | $881.2K | 0.48% | +46+4.1% | Added |
| Goepper Burkhardt LLC | 1,179 | $880.4K | 0.26% | 00.0% | Unchanged |
| Hudock, Inc. | 1,177 | $879.7K | 0.11% | +1+0.1% | Added |
| Dixon Mitchell Investment Counsel Inc. | 1,174 | $878.9K | 0.03% | −378−24.4% | Reduced |
| Miller Financial Services LLC | 1,097 | $878.0K | 0.71% | −23−2.1% | Reduced |
| Chico Wealth RIA | 1,176 | $878.0K | 0.46% | 00.0% | Unchanged |
| Paradigm Capital Management, LLC | 1,176 | $878.0K | 0.76% | −24−2.0% | Reduced |
| IMPACTfolio, LLC | 1,175 | $877.7K | 0.33% | 00.0% | Unchanged |
| Wealthcare Capital Management LLC | 1,175 | $877.5K | 0.08% | 00.0% | Unchanged |
| 5th Street Advisors, LLC | 1,172 | $875.2K | 0.34% | 00.0% | Unchanged |
| Rench Wealth Management, Inc. | 1,172 | $875.2K | 0.23% | +17+1.5% | Added |
| Perryman Financial Advisory Inc | 1,171 | $874.8K | 0.12% | −28−2.3% | Reduced |
| Indie Asset Partners, LLC | 1,171 | $874.6K | 0.84% | 00.0% | Unchanged |