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
- +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
- 1,808 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 | 4,599 | $356.9B |
| Q4 2025 | 4,645 | $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 |
|---|---|---|---|---|---|
| Unifi Asset Management LP | 80,674 | $60.2M | 42.42% | −24,196−23.1% | Reduced |
| Sigma Planning Corp | 80,585 | $60.2M | 1.52% | −5,446−6.3% | Reduced |
| Becker Capital Management Inc | 80,324 | $60.1M | 1.62% | −1,165−1.4% | Reduced |
| King Wealth | 80,417 | $60.1M | 6.57% | −796−1.0% | Reduced |
| Potentia Wealth | 80,224 | $59.9M | 24.53% | −4,754−5.6% | Reduced |
| CAPROCK Group, Inc. | 79,972 | $59.9M | 1.15% | +2,440+3.1% | Added |
| LuminArx Capital Management LP | 80,000 | $59.7M | 27.62% | +57,500+255.6% | Added |
| Signaturefd, LLC | 79,699 | $59.5M | 0.80% | +2,001+2.6% | Added |
| Aspen Grove Capital, LLC | 79,367 | $59.3M | 8.54% | +53+0.1% | Added |
| Prairie Advisory, LLC | 79,367 | $59.3M | 14.24% | +79,367 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 79,130 | $59.1M | 2.80% | 00.0% | Unchanged |
| Maven Securities LTD | 79,000 | $59.0M | 4.07% | −179,312−69.4% | Reduced |
| First National Trust Co | 78,989 | $59.0M | 2.00% | +974+1.2% | Added |
| Hengehold Capital Management LLC | 78,058 | $58.3M | 4.52% | +3,784+5.1% | Added |
| Advisor Resource Council | 77,643 | $58.2M | 19.41% | +1,019+1.3% | Added |
| Westwood Holdings Group Inc. | 77,766 | $58.1M | 0.44% | +26,636+52.1% | Added |
| Seal Cove Capital, LLC | 77,627 | $58.0M | 44.44% | −880−1.1% | Reduced |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 200,652 | $57.8M | 32.28% | +171,145+580.0% | Added |
| Valor Advisors LLC | 77,076 | $57.6M | 42.43% | −3,319−4.1% | Reduced |
| Flputnam Investment Management Co | 76,886 | $57.4M | 0.68% | +113+0.1% | Added |
| IFP Advisors, Inc | 76,832 | $57.4M | 1.04% | −11,928−13.4% | Reduced |
| Kaleidoscope Capital LP | 76,754 | $57.3M | 21.18% | +194+0.3% | Added |
| Galilei Investment Office LLP | 76,730 | $57.3M | 26.29% | 00.0% | Unchanged |
| Mariner Investment Group LLC | 76,475 | $57.1M | 13.40% | +76,475 | New |
| Great Valley Advisor Group, Inc. | 76,464 | $57.1M | 0.90% | +4,049+5.6% | Added |
| Oppenheimer Asset Management Inc. | 75,845 | $56.6M | 0.59% | −1,944−2.5% | Reduced |
| Arvest Bank Trust Division | 75,238 | $56.2M | 2.74% | −2,804−3.6% | Reduced |
| Rathbone Brothers plc | 74,464 | $55.6M | 0.20% | +306+0.4% | Added |
| VestGen Advisors, LLC | 74,123 | $55.4M | 1.63% | −13,339−15.3% | Reduced |
| Hobart Private Capital, LLC | 74,119 | $55.3M | 9.50% | +23,744+47.1% | Added |
| Mount Yale Investment Advisors, LLC | 73,906 | $55.3M | 1.03% | +73,906 | New |
| Archetype Wealth Partners | 73,993 | $55.3M | 6.54% | −267−0.4% | Reduced |
| Gladstone Institutional Advisory LLC | 73,288 | $54.7M | 1.73% | −703−1.0% | Reduced |
| Limestone Investment Advisors LP | 73,026 | $54.5M | 27.34% | +63,226+645.2% | Added |
| Union Bancaire Privee, UBP SA | 71,685 | $54.5M | 0.84% | +2,721+3.9% | Added |
| Systematic Alpha Investments, LLC | 72,970 | $54.5M | 1.46% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 72,944 | $54.5M | 7.83% | +419+0.6% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 72,645 | $54.4M | 6.72% | +10,764+17.4% | Added |
| Addison Capital Co | 72,741 | $54.3M | 8.90% | +2,558+3.6% | Added |
| Frank, Rimerman Advisors LLC | 72,620 | $54.2M | 3.07% | −660−0.9% | Reduced |
| Midwest Professional Planners, LTD. | 72,460 | $54.1M | 10.60% | +4,610+6.8% | Added |
| Element Pointe Advisors, LLC | 72,251 | $54.0M | 8.69% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 72,160 | $53.9M | 0.67% | +15,861+28.2% | Added |
| Flagship Harbor Advisors, LLC | 71,935 | $53.7M | 2.06% | +2,641+3.8% | Added |
| Robertson Stephens Wealth Management, LLC | 71,366 | $53.4M | 1.32% | −531−0.7% | Reduced |
| Financial Solutions Advisory Group, Inc. | 71,068 | $53.4M | 6.75% | −1,519−2.1% | Reduced |
| Prescott Group Capital Management, L.L.C. | 71,473 | $53.4M | 4.61% | +31,890+80.6% | Added |
| George Kaiser Family Foundation | 71,473 | $53.4M | 5.13% | +31,890+80.6% | Added |
| Golden State Wealth Management, LLC | 71,388 | $53.3M | 4.86% | −287−0.4% | Reduced |
| Purpose Unlimited Inc. | 71,256 | $53.2M | 2.03% | −440−0.6% | Reduced |
| Stock Yards Bank & Trust Co | 71,199 | $53.2M | 1.52% | −18,930−21.0% | Reduced |
| MSA Advisors, LLC | 70,798 | $52.9M | 13.61% | −5,930−7.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 70,602 | $52.7M | 0.50% | −5,232−6.9% | Reduced |
| Tyche Wealth Partners LLC | 70,359 | $52.5M | 7.38% | +3,098+4.6% | Added |
| Schonfeld Strategic Advisors LLC | 70,040 | $52.3M | 0.28% | −255,350−78.5% | Reduced |
| Archon Partners LLC | 70,000 | $52.3M | 5.58% | 00.0% | Unchanged |
| Seven Post Investment Office LP | 69,908 | $52.2M | 14.82% | +97+0.1% | Added |
| Greenhouse Wealth Management, LLC | 69,963 | $52.2M | 36.69% | −17,994−20.5% | Reduced |
| 71 West Capital Partners | 69,822 | $52.1M | 1.80% | +12,123+21.0% | Added |
| Fifth Third Securities, Inc. | 69,443 | $51.9M | 2.96% | −5,248−7.0% | Reduced |
| Kera Capital Partners, Inc. | 69,318 | $51.8M | 4.98% | +2,277+3.4% | Added |
| Allie Family Office LLC | 207,400 | $51.6M | 19.21% | +135,764+189.5% | Added |
| Simmons Bank | 68,823 | $51.4M | 2.93% | −2,797−3.9% | Reduced |
| Clear Harbor Asset Management, LLC | 68,749 | $51.3M | 3.21% | +300+0.4% | Added |
| Socha Financial Group, LLC | 68,726 | $51.3M | 20.87% | +1,757+2.6% | Added |
| Embree Financial Group | 67,952 | $50.7M | 5.08% | −6,010−8.1% | Reduced |
| Bleichroeder LP | 67,645 | $50.5M | 9.04% | 00.0% | Unchanged |
| Scharf Investments, LLC | 67,398 | $50.3M | 1.66% | −16,892−20.0% | Reduced |
| Crestwood Advisors Group LLC | 67,367 | $50.3M | 0.75% | +5,868+9.5% | Added |
| Arrowstreet Capital, Limited Partnership | 67,061 | $50.1M | 0.02% | −35,847−34.8% | Reduced |
| Pensionmark Financial Group, LLC | 74,539 | $49.9M | 0.83% | −2,045−2.7% | Reduced |
| Inscription Capital, LLC | 66,785 | $49.9M | 4.42% | +242+0.4% | Added |
| Financial Services Advisory Inc | 66,632 | $49.8M | 12.46% | +21,624+48.0% | Added |
| Benjamin Edwards Inc | 66,463 | $49.6M | 0.45% | −565−0.8% | Reduced |
| Wallace Hart LLC | 66,258 | $49.5M | 30.92% | +2,559+4.0% | Added |
| Verger Capital Management LLC | 66,221 | $49.5M | 14.49% | −698−1.0% | Reduced |
| Pitcairn Wealth Advisors LLC | 66,043 | $49.3M | 5.40% | −128−0.2% | Reduced |
| Thoma Capital Management LLC | 65,874 | $49.2M | 26.23% | +354+0.5% | Added |
| Lutz Financial Services LLC | 65,867 | $49.2M | 3.00% | −335−0.5% | Reduced |
| Washington Growth Strategies LLC | 65,588 | $49.0M | 27.19% | −227−0.3% | Reduced |
| Seven Bridges Advisors LLC | 65,461 | $48.9M | 23.57% | +65,461 | New |
| Atlantic Private Wealth, LLC | 65,419 | $48.9M | 29.94% | −706−1.1% | Reduced |
| Virtue Capital Management, LLC | 65,000 | $48.7M | 6.50% | +10,197+18.6% | Added |
| Eagle Capital Management LLC | 65,042 | $48.6M | 0.15% | +36,757+130.0% | Added |
| ZEGA Investments, LLC | 64,796 | $48.4M | 8.07% | −6,586−9.2% | Reduced |
| North Star Investment Management Corp. | 64,572 | $48.2M | 2.62% | −93−0.1% | Reduced |
| Wilkerson Advisory Group LLC | 63,652 | $47.5M | 14.60% | +1,211+1.9% | Added |
| Barings LLC | 63,642 | $47.5M | 0.84% | −14,363−18.4% | Reduced |
| Capital Wealth Planning, LLC | 63,571 | $47.5M | 0.24% | +1,704+2.8% | Added |
| Canandaigua National Bank & Trust Co | 63,366 | $47.3M | 3.99% | +63,366 | New |
| Curtis Advisory Group, LLC | 63,354 | $47.3M | 9.19% | −75−0.1% | Reduced |
| Blueshift Asset Management, LLC | 63,311 | $47.3M | 10.95% | +50,923+411.1% | Added |
| Avestar Capital, LLC | 63,237 | $47.2M | 2.79% | +9,124+16.9% | Added |
| Angeles Wealth Management, LLC | 606,525 | $47.2M | 2.16% | +551,277+997.8% | Added |
| We Are One Seven, LLC | 63,052 | $47.1M | 0.78% | +594+1.0% | Added |
| Kozak & Associates, Inc. | 63,062 | $47.0M | 8.16% | −2,789−4.2% | Reduced |
| Gryphon Financial Partners LLC | 32,723 | $47.0M | 4.14% | −3,737−10.2% | Reduced |
| Berkshire Bank | 62,762 | $46.9M | 8.94% | −2,552−3.9% | Reduced |
| First Nebraska Trust Co | 62,666 | $46.8M | 3.78% | −1,360−2.1% | Reduced |
| Collaborative Capital Advisors LLC | 62,277 | $46.6M | 29.44% | +62,277 | New |