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 |
|---|---|---|---|---|---|
| Avant Financial Advisors LLC | 1,170 | $873.7K | 0.54% | 00.0% | Unchanged |
| Gordian Advisors LLC | 1,166 | $870.6K | 0.51% | +1+0.1% | Added |
| Lee Financial Co | 1,165 | $870.4K | 0.11% | −55−4.5% | Reduced |
| Foundation Wealth Management, LLC | 1,163 | $868.5K | 0.26% | 00.0% | Unchanged |
| Shade Tree Advisors LLC | 1,163 | $868.2K | 0.51% | +85+7.9% | Added |
| Kuhn & Co Investment Counsel | 1,163 | $868.2K | 0.50% | +1+0.1% | Added |
| Northcape Wealth Management, LLC | 1,161 | $867.0K | 0.23% | −27−2.3% | Reduced |
| Nova R Wealth, Inc. | 1,161 | $866.8K | 0.25% | −4−0.3% | Reduced |
| Cheviot Value Management, LLC | 1,158 | $864.4K | 0.09% | −543−31.9% | Reduced |
| Allen Capital Group, LLC | 1,155 | $862.6K | 0.07% | +367+46.6% | Added |
| CVA Family Office, LLC | 1,154 | $862.1K | 0.08% | +156+15.6% | Added |
| Blue Line Capital, LLC | 1,154 | $861.7K | 0.75% | +8+0.7% | Added |
| Polaris Investment Advisors, LLC | 1,153 | $861.3K | 0.55% | −153−11.7% | Reduced |
| Elite Life Management LLC | 1,116 | $858.9K | 1.01% | +4+0.4% | Added |
| Halbert Hargrove Global Advisors, LLC | 1,148 | $857.6K | 0.04% | +228+24.8% | Added |
| Ardent Capital Management, Inc. | 1,146 | $855.8K | 0.36% | 00.0% | Unchanged |
| ESG Planning | 1,143 | $853.4K | 0.29% | +29+2.6% | Added |
| SWMG, LLC | 1,135 | $853.0K | 0.20% | +5+0.4% | Added |
| Paller Financial Services Inc | 1,142 | $852.8K | 0.64% | −7−0.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 1,141 | $852.1K | 0.01% | −103−8.3% | Reduced |
| Kinetic Wealth Investment Advisors LLC | 1,141 | $852.0K | 0.40% | +1,141 | New |
| Vista Investment Partners II, LLC | 1,141 | $852.0K | 0.33% | −23−2.0% | Reduced |
| Owl Creek Wealth Partners LLC | 1,140 | $851.4K | 0.25% | +3+0.3% | Added |
| First Growth Capital LLC | 1,139 | $850.6K | 0.65% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 1,138 | $849.8K | 0.07% | 00.0% | Unchanged |
| Bayban | 1,138 | $849.8K | 0.65% | +47+4.3% | Added |
| Dedeker Financial LLC | 1,134 | $847.7K | 0.48% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 1,134 | $847.0K | 0.37% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 1,134 | $846.8K | 0.04% | 00.0% | Unchanged |
| Gerber, LLC | 1,134 | $846.7K | 0.40% | +387+51.8% | Added |
| IVC Wealth Advisors LLC | 1,134 | $846.5K | 0.33% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,133 | $846.1K | 0.38% | +29+2.6% | Added |
| Lincoln Capital LLC | 1,133 | $845.7K | 0.15% | −5−0.4% | Reduced |
| L2 Asset Management, LLC | 1,132 | $845.0K | 0.09% | −335,589−99.7% | Reduced |
| Azimuth Capital Investment Management LLC | 1,131 | $844.6K | 0.03% | +54+5.0% | Added |
| Private Wealth Management Group, LLC | 1,131 | $844.6K | 0.20% | +230+25.5% | Added |
| RS Crum Inc. | 1,131 | $844.4K | 0.16% | +177+18.6% | Added |
| Wealth Management Associates, Inc. | 1,129 | $843.3K | 0.23% | −7−0.6% | Reduced |
| Discipline Wealth Solutions, LLC | 1,129 | $843.2K | 0.07% | −786−41.0% | Reduced |
| Trajan Wealth LLC | 1,128 | $842.7K | 0.03% | +606+116.1% | Added |
| Capital Counsel LLC | 1,127 | $841.6K | 0.03% | −40−3.4% | Reduced |
| Slagle Financial, LLC | 1,125 | $840.2K | 0.25% | +20+1.8% | Added |
| Bryant Woods Investment Advisors, LLC | 1,124 | $839.4K | 0.23% | 00.0% | Unchanged |
| HighRoad Wealth Advisors, LLC | 1,124 | $839.0K | 0.71% | +13+1.2% | Added |
| Mueller Wealth, LLC | 1,122 | $837.8K | 0.57% | −1−0.1% | Reduced |
| Stanley-Laman Group, Ltd. | 1,119 | $835.8K | 0.08% | +33+3.0% | Added |
| Quest Investment Management LLC | 1,119 | $835.7K | 0.10% | +19+1.7% | Added |
| Emergent Wealth Advisors, LLC | 1,118 | $835.2K | 0.43% | −7−0.6% | Reduced |
| Exeter Financial, LLC | 1,118 | $834.9K | 0.32% | 00.0% | Unchanged |
| GreatBanc Trust CO | 1,115 | $832.6K | 0.52% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 1,110 | $828.9K | 0.51% | 00.0% | Unchanged |
| Paradiem, LLC | 1,109 | $828.3K | 0.18% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 1,108 | $827.7K | 0.08% | −15−1.3% | Reduced |
| TriaGen Wealth Management LLC | 1,106 | $826.0K | 0.21% | −98−8.1% | Reduced |
| Palisade Capital Management LLC | 1,105 | $825.2K | 0.04% | −42−3.7% | Reduced |
| R. W. Roge & Company, Inc. | 1,106 | $825.0K | 0.35% | 00.0% | Unchanged |
| Kennedy Investment Group | 1,104 | $824.7K | 0.28% | −17−1.5% | Reduced |
| Unique Wealth Strategies, LLC | 1,102 | $823.2K | 0.30% | +2+0.2% | Added |
| Fairlight Advisors | 1,102 | $822.9K | 0.67% | +1,102 | New |
| Variant Private Wealth, LLC | 1,102 | $822.8K | 0.93% | −29−2.6% | Reduced |
| Alternative Investment Advisors, LLC. | 1,101 | $822.3K | 0.32% | −5−0.5% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 1,100 | $821.4K | 0.12% | −388−26.1% | Reduced |
| Broyhill Asset Management | 1,100 | $821.4K | 0.73% | 00.0% | Unchanged |
| Capstone Capital Management Ltd | 1,100 | $821.4K | 0.37% | +1,100 | New |
| Lakewood Asset Management LLC | 1,099 | $821.0K | 0.45% | 00.0% | Unchanged |
| Marotta Asset Management | 1,100 | $820.3K | 0.14% | −4−0.4% | Reduced |
| Capstone Wealth Management Group, Inc. | 1,098 | $820.0K | 0.49% | +1,098 | New |
| Wealth Effects LLC | 1,092 | $815.5K | 0.22% | −31−2.8% | Reduced |
| Aspire Growth Partners LLC | 1,092 | $815.2K | 0.47% | +3+0.3% | Added |
| SAM Advisors, LLC | 1,091 | $814.7K | 0.22% | +1,091 | New |
| Financial Futures Ltd Liability Co. | 1,089 | $813.0K | 0.31% | −28−2.5% | Reduced |
| Financial Sense Advisors, Inc. | 1,088 | $812.6K | 0.16% | +118+12.2% | Added |
| Rowland & Co Investment Counsel | 1,087 | $811.8K | 0.15% | +19+1.8% | Added |
| Innovative Wealth Building LLC | 1,087 | $811.5K | 0.47% | −24−2.2% | Reduced |
| Financial Life Advisors | 1,086 | $811.0K | 0.23% | +289+36.3% | Added |
| Commerce Advisors, LLC | 1,086 | $810.8K | 0.44% | −19−1.7% | Reduced |
| Talon Private Wealth, LLC | 1,086 | $810.7K | 0.09% | +66+6.5% | Added |
| Sandro Wealth Management LLC | 1,084 | $809.7K | 0.59% | +36+3.4% | Added |
| BluePath Capital Management, LLC | 1,381 | $808.9K | 0.44% | −168−10.8% | Reduced |
| West Chester Capital Advisors, Inc | 1,082 | $808.0K | 0.54% | −11−1.0% | Reduced |
| Reston Wealth Management LLC | 1,082 | $807.8K | 0.22% | −150−12.2% | Reduced |
| HighMark Wealth Management LLC | 1,081 | $807.1K | 0.27% | −41−3.7% | Reduced |
| Verde Capital Management | 1,080 | $806.9K | 0.15% | +161+17.5% | Added |
| NavPoint Financial, Inc. | 1,080 | $806.4K | 0.30% | +3+0.3% | Added |
| Ritter Daniher Financial Advisory LLC | 1,079 | $805.9K | 0.12% | −14−1.3% | Reduced |
| Sharp Financial Services, LLC | 1,078 | $805.0K | 0.37% | +149+16.0% | Added |
| KWMG, LLC | 1,078 | $804.8K | 0.06% | −19−1.7% | Reduced |
| Retiremitten Financial LLC | 1,075 | $803.0K | 0.34% | −57−5.0% | Reduced |
| Kidder Stephen W | 1,075 | $802.8K | 0.20% | 00.0% | Unchanged |
| Smart Money Group LLC | 1,075 | $802.6K | 0.21% | −6−0.6% | Reduced |
| Bath Savings Trust Co | 1,074 | $802.0K | 0.08% | +21+2.0% | Added |
| Harbor Group, Inc. | 1,071 | $799.8K | 0.09% | −11−1.0% | Reduced |
| Amicus Financial Advisors, LLC | 1,069 | $798.6K | 0.20% | +13+1.2% | Added |
| Stableford Capital II LLC | 1,069 | $798.3K | 0.28% | −118−9.9% | Reduced |
| 25 LLC | 1,069 | $798.3K | 0.22% | +35+3.4% | Added |
| IFC & Insurance Marketing, Inc. | 1,069 | $798.0K | 0.70% | +50+4.9% | Added |
| Philadelphia Investment Partners, LLC | 1,067 | $797.5K | 0.50% | −14−1.3% | Reduced |
| WP Advisors, LLC | 1,067 | $796.6K | 0.19% | +10+0.9% | Added |
| Harborfront Financial Group LLC | 1,065 | $795.1K | 3.00% | +1,065 | New |
| Dougherty Wealth Advisers LLC | 1,064 | $794.6K | 0.44% | −16−1.5% | Reduced |