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: 62 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 |
|---|---|---|---|---|---|
| Compagnie Lombard Odier SCmA | 1,063 | $793.8K | 0.01% | +100+10.4% | Added |
| Patient Capital Management, LLC | 1,060 | $791.6K | 0.03% | −55−4.9% | Reduced |
| Bluesphere Advisors, LLC | 1,058 | $790.1K | 0.24% | −15−1.4% | Reduced |
| Allodium Investment Consultants, LLC | 1,055 | $787.8K | 0.33% | −58−5.2% | Reduced |
| Clark Estates Inc | 1,054 | $787.1K | 0.18% | 00.0% | Unchanged |
| Phraction Management LLC | 1,054 | $787.1K | 0.19% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 1,052 | $785.5K | 0.12% | −1,051−50.0% | Reduced |
| Crossmark Global Holdings, Inc. | 1,052 | $785.4K | 0.01% | −51−4.6% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 1,051 | $785.2K | 0.28% | −5−0.5% | Reduced |
| Stokes Family Office, LLC | 1,050 | $784.1K | 0.09% | +4+0.4% | Added |
| Mma Asset Management LLC | 1,050 | $783.7K | 0.25% | +1+0.1% | Added |
| Monument Group Wealth Advisors, LLC | 1,048 | $782.9K | 0.38% | +1+0.1% | Added |
| Keeler Thomas Management LLC | 1,048 | $782.7K | 0.28% | +150+16.7% | Added |
| Heritage Wealth Management, Inc. | 1,048 | $782.6K | 0.20% | −5−0.5% | Reduced |
| Blue Square Asset Management, LLC | 1,045 | $780.4K | 0.32% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 1,043 | $779.0K | 0.21% | −122−10.5% | Reduced |
| Park Square Financial Group, LLC | 1,043 | $778.9K | 7.03% | −319−23.4% | Reduced |
| NCM Capital Management, LLC | 1,043 | $778.9K | 0.24% | −7−0.7% | Reduced |
| RDA Financial Network | 1,042 | $778.3K | 0.17% | +5+0.5% | Added |
| Sidoxia Capital Management, LLC | 1,041 | $777.4K | 0.57% | 00.0% | Unchanged |
| Seneca Financial Advisors LLC | 1,039 | $776.0K | 0.20% | −21−2.0% | Reduced |
| Ellsworth Advisors, LLC | 1,028 | $775.8K | 0.13% | −48−4.5% | Reduced |
| Schulz Wealth, LTD. | 1,037 | $775.3K | 0.40% | +1,037 | New |
| KFG Wealth Management, LLC | 1,038 | $774.8K | 0.09% | −38−3.5% | Reduced |
| SilverOak Wealth Management LLC | 1,037 | $774.4K | 0.10% | +2+0.2% | Added |
| Jmac Enterprises LLC | 1,030 | $769.2K | 0.13% | +2+0.2% | Added |
| Stillwater Private Wealth, LLC | 991 | $765.0K | 0.50% | +153+18.3% | Added |
| Sky-Mountain Capital Management, Inc. | 1,024 | $764.7K | 0.55% | +35+3.5% | Added |
| XY Capital Ltd | 1,024 | $764.7K | 0.88% | +1,024 | New |
| BKM Wealth Management, LLC | 1,023 | $764.5K | 0.27% | −381−27.1% | Reduced |
| Succession Financial, Inc. | 1,022 | $763.3K | 0.74% | +1,022 | New |
| Bull Oak Capital, LLC | 1,020 | $761.7K | 0.25% | −5−0.5% | Reduced |
| DSG Capital Advisors, LLC | 1,011 | $760.1K | 0.11% | −2−0.2% | Reduced |
| Signet Private Wealth LLC | 1,017 | $759.5K | 0.61% | 00.0% | Unchanged |
| Boothe Investment Group, Inc. | 1,011 | $754.7K | 0.24% | −162−13.8% | Reduced |
| Windward Capital Management Co | 1,009 | $753.5K | 0.06% | +1,009 | New |
| Whitcomb & Hess, Inc. | 1,009 | $753.5K | 0.16% | −2−0.2% | Reduced |
| Sherman Wealth Management LLC | 1,005 | $750.4K | 0.56% | +3+0.3% | Added |
| Athena Investment Management | 1,005 | $750.3K | 0.44% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 1,004 | $749.9K | 0.10% | +51+5.4% | Added |
| Zullo Investment Group, Inc. | 1,004 | $749.8K | 0.26% | −6−0.6% | Reduced |
| Stewardship Advisors, LLC | 1,004 | $749.8K | 0.16% | +10+1.0% | Added |
| Serenity Investment Advisors | 983 | $749.7K | 0.32% | −5−0.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,003 | $749.0K | 0.06% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 1,001 | $747.5K | 0.16% | +30+3.1% | Added |
| Heritage Wealth Architects, Inc. | 997 | $746.8K | 0.30% | +27+2.8% | Added |
| Arrington Capital Management, LLC | 1,000 | $746.8K | 0.83% | +1,000 | New |
| Acima Private Wealth, LLC | 999 | $746.0K | 0.22% | 00.0% | Unchanged |
| Rhumbline Advisers | 998 | $745.3K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 997 | $744.5K | 0.59% | −14−1.4% | Reduced |
| CPA Asset Management LLC | 996 | $743.5K | 0.21% | −104−9.5% | Reduced |
| RPS Advisory Solutions LLC | 995 | $743.0K | 0.49% | −163−14.1% | Reduced |
| Dopkins Wealth Management, LLC | 994 | $742.3K | 0.27% | −21−2.1% | Reduced |
| Mindset Wealth Management, LLC | 992 | $741.1K | 0.14% | +301+43.6% | Added |
| Avid Wealth Partners LLC | 992 | $740.8K | 0.36% | −397−28.6% | Reduced |
| Riverview Capital Advisers, LLC | 991 | $740.3K | 0.21% | +2+0.2% | Added |
| Creekside Partners | 990 | $739.4K | 0.27% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 989 | $738.6K | 0.16% | −62−5.9% | Reduced |
| Sprott Inc. | 988 | $738.1K | 0.02% | +636+180.7% | Added |
| Sequent Planning LLC | 984 | $734.4K | 0.16% | +544+123.6% | Added |
| Scholtz & Company, LLC | 983 | $734.1K | 0.37% | 00.0% | Unchanged |
| Enzi Wealth | 975 | $732.9K | 0.23% | +15+1.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 981 | $732.6K | 0.01% | −25−2.5% | Reduced |
| Strategic Planning Group, LLC | 979 | $731.2K | 0.08% | +227+30.2% | Added |
| Shum Financial Group, Inc. | 979 | $731.1K | 0.44% | +979 | New |
| Wolff Financial Management LLC | 975 | $728.1K | 0.15% | 00.0% | Unchanged |
| Asio Capital, LLC | 974 | $727.5K | 0.09% | +10+1.0% | Added |
| 180 Wealth Advisors, LLC | 970 | $724.4K | 0.07% | −119−10.9% | Reduced |
| Brown Wealth Management, LLC | 969 | $723.7K | 0.16% | +128+15.2% | Added |
| Kestra Investment Management, LLC | 967 | $722.1K | 0.01% | −880−47.6% | Reduced |
| High Point Wealth Management, LLC | 966 | $721.4K | 0.59% | +11+1.2% | Added |
| Check Capital Management Inc | 965 | $720.6K | 0.04% | 00.0% | Unchanged |
| Butensky & Cohen Financial Security, Inc | 965 | $720.3K | 0.18% | −28−2.8% | Reduced |
| Chris Bulman Inc | 964 | $719.9K | 0.26% | +9+0.9% | Added |
| FF Advisors,LLC | 963 | $719.1K | 0.27% | +25+2.7% | Added |
| Briaud Financial Planning, Inc | 962 | $718.4K | 0.19% | −610−38.8% | Reduced |
| Birch Financial Group, LLC | 962 | $718.4K | 0.37% | −119−11.0% | Reduced |
| Maxele Advisors, LLC | 961 | $717.9K | 0.50% | +961 | New |
| Keystone Financial Services | 961 | $717.4K | 0.18% | −280−22.6% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 958 | $715.4K | 0.12% | +100+11.7% | Added |
| BostonPremier Wealth LLC | 958 | $715.3K | 0.30% | +2+0.2% | Added |
| Redwood Financial Network Corp | 953 | $711.4K | 0.39% | −2−0.2% | Reduced |
| Revere Asset Management, Inc | 952 | $710.9K | 0.27% | +952 | New |
| Alliance Private Wealth, LLC | 951 | $710.2K | 0.25% | 00.0% | Unchanged |
| SageGuard Financial Group, LLC | 948 | $708.1K | 0.10% | −353−27.1% | Reduced |
| Luts & Greenleigh Group, Inc | 948 | $707.7K | 0.54% | +4+0.4% | Added |
| Arbor Investment Advisors, LLC | 947 | $707.6K | 0.08% | −712−42.9% | Reduced |
| Huntleigh Advisors, Inc. | 940 | $702.1K | 0.10% | +30+3.3% | Added |
| Sfam, LLC | 938 | $700.5K | 0.57% | −11−1.2% | Reduced |
| Pacific Sage Partners, LLC | 937 | $699.5K | 0.10% | −6−0.6% | Reduced |
| Peoples Bank | 936 | $699.0K | 0.68% | −200−17.6% | Reduced |
| Quarry Hill Advisors, LLC | 936 | $699.0K | 0.27% | 00.0% | Unchanged |
| Meadowbrook Wealth Management, LLC | 937 | $698.8K | 0.75% | 00.0% | Unchanged |
| Vista Finance, LLC | 935 | $698.5K | 0.39% | +387+70.6% | Added |
| Bay Capital Advisors, LLC | 935 | $698.2K | 0.37% | 00.0% | Unchanged |
| BG Investment Services, Inc. | 934 | $697.6K | 0.50% | −105−10.1% | Reduced |
| Integrated Investment Consultants, LLC | 934 | $697.5K | 0.14% | −106−10.2% | Reduced |
| FC Advisory LLC | 932 | $696.0K | 0.18% | +2+0.2% | Added |
| Compass Financial Group, Inc. | 930 | $694.5K | 0.29% | −43−4.4% | Reduced |
| Fulcrum Capital LLC | 930 | $694.5K | 0.14% | 00.0% | Unchanged |