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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 62,426 | $46.6M | 3.77% | −196−0.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 74,317 | $46.6M | 0.97% | −4,662−5.9% | Reduced |
| Clear Street Markets LLC | 62,300 | $46.5M | 9.01% | +50,883+445.7% | Added |
| Kovack Advisors, Inc. | 62,066 | $46.3M | 2.23% | +1,749+2.9% | Added |
| Washburn Capital Management, Inc. | 61,938 | $46.3M | 22.77% | −897−1.4% | Reduced |
| Youngs Advisory Group, Inc. | 61,906 | $46.2M | 14.48% | +509+0.8% | Added |
| Brighton Jones LLC | 61,823 | $46.2M | 0.86% | +908+1.5% | Added |
| Apollon Wealth Management, LLC | 61,712 | $46.1M | 0.56% | +3,285+5.6% | Added |
| Chesley Taft & Associates LLC | 61,466 | $45.9M | 1.79% | −994−1.6% | Reduced |
| Axxcess Wealth Management, LLC | 61,460 | $45.9M | 0.73% | −2,821−4.4% | Reduced |
| Woodard & Co Asset Management Group Inc | 61,350 | $45.8M | 6.60% | −1,599−2.5% | Reduced |
| Resources Investment Advisors, LLC. | 61,065 | $45.6M | 0.39% | +3,332+5.8% | Added |
| Western Wealth Management, LLC | 61,008 | $45.6M | 1.49% | −1,009−1.6% | Reduced |
| Guidance Capital, Inc | 60,367 | $45.3M | 9.69% | +2,006+3.4% | Added |
| Retirement Income Solutions, Inc | 69,678 | $45.3M | 7.80% | −102−0.1% | Reduced |
| Whitford Management LLC | 60,466 | $45.2M | 40.31% | +80+0.1% | Added |
| Wealth Advisory Solutions, LLC | 60,067 | $44.9M | 9.21% | −1,689−2.7% | Reduced |
| Aspect Partners, LLC | 60,051 | $44.8M | 16.73% | +31,870+113.1% | Added |
| Financial Partners Group, Inc | 59,760 | $44.6M | 4.53% | −677−1.1% | Reduced |
| Hanover Advisors Inc | 59,647 | $44.5M | 16.04% | +35+0.1% | Added |
| Argent Trust Co | 59,560 | $44.5M | 1.28% | +851+1.4% | Added |
| Connors Investor Services Inc | 59,462 | $44.4M | 3.84% | −3,789−6.0% | Reduced |
| Mechanics Bank Trust Department | 59,249 | $44.2M | 5.47% | +3,069+5.5% | Added |
| Hapanowicz & Associates Financial Services, Inc | 59,158 | $44.2M | 13.74% | +346+0.6% | Added |
| Fedenia Advisers LLC | 59,131 | $44.2M | 10.49% | +59,131 | New |
| Spire Wealth Management | 59,066 | $44.1M | 1.33% | +1,636+2.8% | Added |
| Cary Street Partners Financial LLC | 58,976 | $44.0M | 0.96% | −395−0.7% | Reduced |
| Trinity Financial Advisors LLC | 58,809 | $44.0M | 11.32% | −243−0.4% | Reduced |
| Associated Banc-Corp | 58,953 | $44.0M | 1.05% | −858−1.4% | Reduced |
| Buckingham Strategic Partners | 58,423 | $43.6M | 0.37% | +24,456+72.0% | Added |
| Principal Financial Group Inc | 58,258 | $43.5M | 0.02% | −3,316−5.4% | Reduced |
| Aspiriant, LLC | 58,166 | $43.4M | 1.07% | −932−1.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 57,747 | $43.1M | 13.39% | −1,648−2.8% | Reduced |
| Aviso Financial Inc. | 57,737 | $43.1M | 1.50% | −3,447−5.6% | Reduced |
| TIG Advisors, LLC | 57,518 | $43.0M | 1.98% | +146+0.3% | Added |
| Marathon Trading Investment Management LLC | 57,541 | $43.0M | 4.90% | +25,829+81.4% | Added |
| Capital International Investors | 57,935 | $42.9M | 0.01% | −27,164−31.9% | Reduced |
| Wedbush Securities Inc | 57,341 | $42.8M | 1.10% | −1,127−1.9% | Reduced |
| DV Trading LLC | 57,231 | $42.7M | 3.54% | −42,745−42.8% | Reduced |
| Swiss Life Asset Management Ltd | 57,100 | $42.6M | 0.18% | −1,500−2.6% | Reduced |
| Anchor Capital Management Group Inc | 57,000 | $42.6M | 29.34% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 56,726 | $42.4M | 15.21% | +3,479+6.5% | Added |
| Johnson Financial Group, Inc. | 56,382 | $42.2M | 1.39% | −659−1.2% | Reduced |
| Evansbrook LLC | 56,390 | $42.1M | 25.12% | −2,188−3.7% | Reduced |
| Adirondack Trust Co | 56,383 | $42.1M | 12.55% | −294−0.5% | Reduced |
| Cambient Family Office, LLC | 55,809 | $41.8M | 5.14% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 55,886 | $41.7M | 15.13% | −72−0.1% | Reduced |
| Glen Eagle Advisors, LLC | 55,834 | $41.7M | 5.26% | +404+0.7% | Added |
| Americana Partners, LLC | 55,689 | $41.6M | 0.94% | +10,694+23.8% | Added |
| Prosperity Consulting Group, LLC | 55,631 | $41.5M | 1.57% | +977+1.8% | Added |
| Madison Asset Management, LLC | 55,098 | $41.1M | 0.49% | −13,533−19.7% | Reduced |
| Fluent Financial, LLC | 54,729 | $40.9M | 14.59% | +47,946+706.9% | Added |
| Centaurus Financial, Inc. | 54,577 | $40.8M | 1.59% | −1,953−3.5% | Reduced |
| Two Sigma Investments, LP | 54,549 | $40.7M | 0.03% | −525,744−90.6% | Reduced |
| Friends of the Cornell Lab of Ornithology, Inc. | 54,482 | $40.7M | 32.87% | +1,700+3.2% | Added |
| Dorsey & Whitney Trust CO LLC | 54,252 | $40.5M | 1.97% | +302+0.6% | Added |
| Proffitt & Goodson Inc | 54,237 | $40.5M | 5.58% | −1,275−2.3% | Reduced |
| King Luther Capital Management Corp | 54,101 | $40.4M | 0.17% | −470−0.9% | Reduced |
| Horizon Investments, LLC | 54,070 | $40.4M | 0.45% | +50,356+1,355.8% | Added |
| Dumont & Blake Investment Advisors LLC | 54,001 | $40.3M | 9.06% | −376−0.7% | Reduced |
| Lebenthal Global Advisors, LLC | 53,972 | $40.3M | 5.44% | −22,985−29.9% | Reduced |
| Praxis Capital Management LLC | 53,910 | $40.3M | 63.80% | +43,810+433.8% | Added |
| Verdence Capital Advisors LLC | 53,636 | $40.1M | 2.10% | −7,153−11.8% | Reduced |
| Simplex Trading, LLC | 53,496 | $39.9M | 1.04% | −149,310−73.6% | Reduced |
| Callan Family Office, LLC | 53,392 | $39.9M | 0.78% | +36+0.1% | Added |
| Zacks Investment Management | 52,867 | $39.5M | 0.28% | +12,575+31.2% | Added |
| Brinker Capital Investments, LLC | 52,732 | $39.4M | 0.30% | −8,407−13.8% | Reduced |
| Curated Wealth Partners LLC | 52,711 | $39.4M | 4.56% | +794+1.5% | Added |
| Trust Co of Virginia | 52,498 | $39.2M | 2.97% | −1,703−3.1% | Reduced |
| HMS Capital Management, LLC | 52,350 | $39.1M | 14.62% | −47,421−47.5% | Reduced |
| Erste Asset Management GmbH | 53,178 | $39.1M | 0.30% | +11,300+27.0% | Added |
| JCP Investment Management, LLC | 51,888 | $38.8M | 20.76% | +944+1.9% | Added |
| Navigation Wealth Management, Inc. | 51,893 | $38.8M | 53.38% | +48,665+1,507.6% | Added |
| Calamos Wealth Management LLC | 51,830 | $38.7M | 1.18% | −8,069−13.5% | Reduced |
| Ironsides Asset Advisors, LLC | 51,744 | $38.6M | 9.05% | +55+0.1% | Added |
| StoneX Group Inc. | 51,523 | $38.6M | 1.55% | +28,087+119.8% | Added |
| Edgestream Partners, L.P. | 51,634 | $38.6M | 1.15% | +22,650+78.1% | Added |
| Cullinan Associates Inc | 51,583 | $38.5M | 2.91% | +395+0.8% | Added |
| Kellett Schaffner Wealth Advisors LLC | 51,514 | $38.5M | 17.91% | +1,083+2.1% | Added |
| Diversified Management Inc | 51,464 | $38.4M | 8.21% | −81−0.2% | Reduced |
| Visualize Group LP | 51,271 | $38.3M | 13.18% | +10,520+25.8% | Added |
| Evermay Wealth Management LLC | 51,102 | $38.3M | 3.94% | −1,891−3.6% | Reduced |
| Oakmont Corp | 51,157 | $38.2M | 7.60% | −5,568−9.8% | Reduced |
| Clarity Wealth Advisors, LLC | 51,157 | $38.2M | 6.74% | −533−1.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 50,875 | $38.0M | 0.26% | −5,400−9.6% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 50,486 | $37.7M | 9.34% | +48,920+3,123.9% | Added |
| Capital Investment Advisors, LLC | 50,330 | $37.6M | 0.50% | −603−1.2% | Reduced |
| Trustmark National Bank Trust Department | 50,303 | $37.6M | 2.24% | +192+0.4% | Added |
| LFA - Lugano Financial Advisors SA | 51,717 | $37.5M | 22.60% | +9,142+21.5% | Added |
| WCG Wealth Advisors LLC | 50,207 | $37.5M | 0.89% | +21,927+77.5% | Added |
| Roth Financial Partners LLC | 50,211 | $37.5M | 11.14% | −171−0.3% | Reduced |
| Oxford Financial Group Ltd | 50,118 | $37.4M | 1.90% | −2,290−4.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 50,046 | $37.4M | 2.23% | −39−0.1% | Reduced |
| Element Capital Management LLC | 50,000 | $37.3M | 2.03% | +50,000 | New |
| Momentum Wealth Planning, LLC | 49,699 | $37.2M | 27.83% | −1,021−2.0% | Reduced |
| Principal Street Partners, LLC | 49,765 | $37.2M | 5.44% | +69+0.1% | Added |
| MTC Wealth Management LLC | 49,682 | $37.1M | 16.64% | −1,306−2.6% | Reduced |
| Capasso Planning Partners LLC | 49,648 | $37.1M | 18.49% | −2,727−5.2% | Reduced |
| Safeguard Investment Advisory Group, LLC | 49,618 | $37.1M | 8.55% | −593−1.2% | Reduced |
| Evergreen Capital Management LLC | 49,444 | $37.0M | 0.65% | +6,448+15.0% | Added |