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; 4,668 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
- Institutional holders
- 4,668
- +132 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
- 257
- 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| Keystone Financial Group | 107,838 | $80.5M | 4.78% | −8,110−7.0% | Reduced |
| Independent Financial Group, LLC | 107,744 | $80.5M | 1.50% | +1,659+1.6% | Added |
| Natixis Advisors, L.P. | 107,421 | $80.2M | 0.09% | −5,116−4.5% | Reduced |
| Bawa N Mallick Trust | 107,400 | $80.2M | 25.95% | 00.0% | Unchanged |
| First Horizon Corp | 107,081 | $80.0M | 3.08% | −271−0.3% | Reduced |
| Canada Post Corp Registered Pension Plan | 106,914 | $79.8M | 2.78% | +8,500+8.6% | Added |
| Azarias Capital Management, L.P. | 106,461 | $79.5M | 34.59% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 105,900 | $79.1M | 0.52% | +36,401+52.4% | Added |
| Washington Trust Co | 104,729 | $78.2M | 2.43% | −93,723−47.2% | Reduced |
| Alvarez & Marsal Private Wealth Partners, LLC | 104,447 | $78.2M | 10.31% | 00.0% | Unchanged |
| Crewe Advisors LLC | 104,579 | $78.1M | 5.66% | +4,312+4.3% | Added |
| Polar Asset Management Partners Inc. | 104,280 | $77.9M | 1.42% | +104,280 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 103,930 | $77.6M | 1.14% | +7,489+7.8% | Added |
| Omers Administration Corp | 103,835 | $77.5M | 0.46% | 00.0% | Unchanged |
| Novare Capital Management LLC | 103,742 | $77.5M | 5.50% | −742−0.7% | Reduced |
| XP Advisory US, Inc. | 103,510 | $77.3M | 42.34% | +103,510 | New |
| Atlantic Union Bankshares Corp | 103,358 | $77.2M | 1.29% | −12,782−11.0% | Reduced |
| Capital Management Associates, Inc | 103,045 | $77.0M | 15.47% | −663−0.6% | Reduced |
| Harbour Investments, Inc. | 102,680 | $76.7M | 1.03% | +5,454+5.6% | Added |
| Dynasty Wealth Management, LLC | 102,619 | $76.6M | 0.57% | +1,186+1.2% | Added |
| Meridian Wealth Management, LLC | 102,346 | $76.4M | 2.37% | +1,543+1.5% | Added |
| New England Asset Management Inc | 101,954 | $76.1M | 8.82% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 101,566 | $76.0M | 8.18% | +2,188+2.2% | Added |
| Shepherd Financial Partners LLC | 101,597 | $75.9M | 6.23% | −96−0.1% | Reduced |
| Capstone Investment Advisors, LLC | 101,328 | $75.7M | 0.53% | −491,996−82.9% | Reduced |
| Retirement Planning Group | 101,168 | $75.5M | 1.92% | +44,518+78.6% | Added |
| Conning Inc. | 101,038 | $75.5M | 2.26% | −1,082−1.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 100,799 | $75.3M | 0.19% | +2,220+2.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 100,795 | $75.3M | 0.06% | −17,196−14.6% | Reduced |
| Global Retirement Partners, LLC | 100,663 | $75.2M | 1.15% | +100,663 | New |
| Change Path, LLC | 100,248 | $74.9M | 1.62% | −980−1.0% | Reduced |
| 1832 Asset Management L.P. | 99,829 | $74.5M | 0.09% | +41,739+71.9% | Added |
| Ameritas Advisory Services, LLC | 99,725 | $74.5M | 1.50% | +53,862+117.4% | Added |
| Proficio Capital Partners LLC | 99,708 | $74.5M | 2.68% | +34,843+53.7% | Added |
| Prospera Financial Services Inc | 99,549 | $74.4M | 1.08% | +6,456+6.9% | Added |
| Regions Financial Corp | 99,076 | $74.0M | 0.44% | −4,280−4.1% | Reduced |
| All Terrain Financial Advisors, LLC | 98,649 | $73.7M | 15.48% | +3,995+4.2% | Added |
| LGL Partners, LLC | 98,619 | $73.6M | 26.94% | +402+0.4% | Added |
| Federation des caisses Desjardins du Quebec | 92,125 | $73.6M | 0.22% | −7,245−7.3% | Reduced |
| Black Swift Group, LLC | 98,457 | $73.5M | 10.63% | +15,185+18.2% | Added |
| Old Mission Capital LLC | 98,160 | $73.3M | 1.87% | −422,802−81.2% | Reduced |
| West Financial Advisors, LLC | 97,397 | $72.7M | 11.05% | +469+0.5% | Added |
| Fidelis Capital Partners, LLC | 96,552 | $72.1M | 4.15% | +22,061+29.6% | Added |
| D.A. Davidson & Co. | 96,396 | $72.0M | 0.40% | −5,057−5.0% | Reduced |
| Performa Ltd (US), LLC | 96,297 | $71.9M | 11.60% | +14,762+18.1% | Added |
| Modera Wealth Management, LLC | 96,183 | $71.8M | 0.77% | +430+0.4% | Added |
| QVT Financial LP | 95,837 | $71.6M | 4.58% | +91,141+1,940.8% | Added |
| Arkadios Wealth Advisors | 95,475 | $71.3M | 1.10% | +12,558+15.1% | Added |
| Ayalon Holdings Ltd. | 94,540 | $70.7M | 8.68% | +39,944+73.2% | Added |
| Matauro, LLC | 94,180 | $70.3M | 9.30% | +1,578+1.7% | Added |
| Choate Investment Advisors | 94,139 | $70.3M | 1.24% | +1,909+2.1% | Added |
| Commonwealth Financial Services, LLC | 94,048 | $70.2M | 9.44% | +17,203+22.4% | Added |
| Cynosure Management, LLC | 194,225 | $70.1M | 10.53% | −34,836−15.2% | Reduced |
| Attessa Capital LLC | 93,729 | $70.0M | 31.40% | +5,528+6.3% | Added |
| Banco BTG Pactual S.A. | 93,600 | $69.9M | 9.30% | +23,600+33.7% | Added |
| Thor Trading Advisors, LLC | 93,471 | $69.8M | 21.90% | −46,878−33.4% | Reduced |
| Capital Advisors Inc | 93,111 | $69.5M | 1.02% | +26,326+39.4% | Added |
| Miracle Mile Advisors, LLC | 92,545 | $69.1M | 0.81% | +21,808+30.8% | Added |
| Integrated Advisors Network LLC | 92,353 | $69.0M | 3.17% | +3,131+3.5% | Added |
| Wellington Management Group LLP | 92,121 | $68.8M | 0.01% | −41,873−31.2% | Reduced |
| Westshore Wealth, LLC | 91,690 | $68.5M | 21.26% | −663−0.7% | Reduced |
| Holocene Advisors, LP | 90,987 | $67.9M | 0.16% | −3,086−3.3% | Reduced |
| Perigon Wealth Management, LLC | 90,727 | $67.8M | 1.07% | +297+0.3% | Added |
| Summit Trail Advisors, LLC | 90,708 | $67.7M | 0.85% | +870+1.0% | Added |
| First Financial Bank - Trust Division | 89,927 | $67.2M | 4.79% | −1,255−1.4% | Reduced |
| Sapient Capital LLC | 89,403 | $66.9M | 0.88% | −4,052−4.3% | Reduced |
| Granby Capital Management, LLC | 89,500 | $66.8M | 34.87% | 00.0% | Unchanged |
| IFG Advisory, LLC | 89,112 | $66.5M | 2.33% | +88,980+67,409.1% | Added |
| Klingenstein Fields & Co LP | 88,856 | $66.4M | 2.32% | −3,631−3.9% | Reduced |
| Exchange Traded Concepts, LLC | 88,156 | $65.8M | 0.33% | +72,113+449.5% | Added |
| Cerity Partners Retirement Plan Advisors LLC | 88,678 | $65.7M | 27.45% | −390−0.4% | Reduced |
| Reicon Wealth Advisors, LLC | 87,915 | $65.7M | 40.99% | +1,038+1.2% | Added |
| Legacy Wealth Management, LLC | 87,441 | $65.3M | 16.76% | −260−0.3% | Reduced |
| Wealthcare Advisory Partners LLC | 87,230 | $65.1M | 1.24% | −81,390−48.3% | Reduced |
| Sowell Financial Services LLC | 86,438 | $64.5M | 2.11% | −2,039−2.3% | Reduced |
| Sjbenen Advisory, LLC | 86,012 | $64.2M | 38.02% | +23,361+37.3% | Added |
| CenterStar Asset Management, LLC | 85,734 | $64.1M | 49.68% | +58,191+211.3% | Added |
| Parker Investment Management, LLC | 85,475 | $63.8M | 7.72% | +77,288+944.0% | Added |
| Apella Capital, LLC | 85,001 | $63.6M | 0.90% | −2,649−3.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 84,867 | $63.4M | 2.56% | +1,911+2.3% | Added |
| 4Thought Financial Group Inc. | 84,481 | $63.1M | 29.65% | −5,292−5.9% | Reduced |
| Merit Financial Group, LLC | 84,047 | $62.8M | 0.39% | +4,655+5.9% | Added |
| Aua Capital Management, LLC | 83,848 | $62.6M | 29.02% | −436−0.5% | Reduced |
| Northwest & Ethical Investments L.P. | 83,830 | $62.6M | 1.46% | +4,330+5.4% | Added |
| Vanguard National Trust Co | 83,793 | $62.6M | 3.41% | −3,177−3.7% | Reduced |
| Bryn Mawr Trust Co | 83,507 | $62.4M | 1.39% | +3,433+4.3% | Added |
| Cumberland Advisors Inc | 83,393 | $62.3M | 21.94% | −6,560−7.3% | Reduced |
| Chicago Partners Investment Group LLC | 84,325 | $62.2M | 1.25% | +6,175+7.9% | Added |
| Lazard Freres Gestion S.A.S. | 82,908 | $61.9M | 1.07% | +11,855+16.7% | Added |
| McAlister, Sweet & Associates, Inc. | 82,741 | $61.8M | 33.02% | +8,907+12.1% | Added |
| SNS Financial Group, LLC | 82,644 | $61.7M | 1.19% | +20,830+33.7% | Added |
| Dean, Jacobson Financial Services, LLC | 82,128 | $61.3M | 33.75% | −507−0.6% | Reduced |
| Waldron Private Wealth LLC | 82,041 | $61.3M | 2.12% | −1,643−2.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 81,884 | $61.1M | 1.29% | −208−0.3% | Reduced |
| LM Advisors LLC | 325,178 | $61.1M | 7.05% | +272,947+522.6% | Added |
| IHT Wealth Management, LLC | 81,635 | $61.0M | 1.30% | +81,635 | New |
| Laird Norton Trust Company, LLC | 81,364 | $60.9M | 1.17% | −251−0.3% | Reduced |
| Lifestyle Asset Management, Inc. | 81,416 | $60.8M | 16.34% | +18,870+30.2% | Added |
| Vise Technologies, Inc. | 81,346 | $60.7M | 0.69% | +49,420+154.8% | Added |
| Edmond de Rothschild Holding S.A. | 80,887 | $60.4M | 0.80% | −1,691−2.0% | Reduced |