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 |
|---|---|---|---|---|---|
| Twin Focus Capital Partners, LLC | 49,527 | $37.0M | 3.76% | +1,707+3.6% | Added |
| Parallel Advisors, LLC | 49,454 | $36.9M | 0.56% | −309−0.6% | Reduced |
| Cardiff Park Advisors, LLC | 49,433 | $36.9M | 2.87% | −255−0.5% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 49,347 | $36.9M | 18.17% | +1,404+2.9% | Added |
| Birinyi Associates Inc | 49,346 | $36.9M | 8.72% | −669−1.3% | Reduced |
| Sovereign Investment Advisors, LLC | 49,146 | $36.8M | 6.91% | +7,949+19.3% | Added |
| State of Wisconsin Investment Board | 49,203 | $36.7M | 0.07% | −22,373−31.3% | Reduced |
| Partners Capital Investment Group, LLP | 49,196 | $36.7M | 1.30% | −7,983−14.0% | Reduced |
| Sanchez Wealth Management Group | 49,178 | $36.7M | 6.44% | −461−0.9% | Reduced |
| MPWM Advisory Solutions, LLC | 48,890 | $36.5M | 16.72% | −761−1.5% | Reduced |
| Fortis Capital Advisors, LLC | 48,696 | $36.4M | 4.09% | −167−0.3% | Reduced |
| Wind River Trust Co | 48,491 | $36.2M | 12.23% | −2,127−4.2% | Reduced |
| First National Bank of Omaha | 48,659 | $36.2M | 1.02% | −1,289−2.6% | Reduced |
| Quadrant Capital Group LLC | 48,420 | $36.2M | 0.99% | −180.0% | Reduced |
| GFS Advisors, LLC | 48,402 | $36.2M | 4.14% | +1,361+2.9% | Added |
| Capital Group Private Client Services, Inc. | 48,246 | $36.0M | 0.51% | +375+0.8% | Added |
| Palumbo Wealth Management LLC | 48,207 | $36.0M | 7.62% | −173−0.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 48,180 | $36.0M | 5.23% | +556+1.2% | Added |
| Crescent Grove Advisors, LLC | 48,022 | $36.0M | 3.04% | −661−1.4% | Reduced |
| Regal Investment Advisors LLC | 47,879 | $35.8M | 1.86% | +1,137+2.4% | Added |
| Montz Harcus Wealth Management LLC | 47,755 | $35.7M | 12.69% | −797−1.6% | Reduced |
| Trexquant Investment LP | 47,681 | $35.6M | 0.22% | +47,681 | New |
| PFG Investments, LLC | 47,482 | $35.5M | 1.37% | +2,030+4.5% | Added |
| Signal Advisors Wealth, LLC | 47,193 | $35.2M | 1.85% | +9,842+26.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 47,080 | $35.2M | 0.92% | +384+0.8% | Added |
| Gateway Investment Advisers LLC | 46,883 | $35.0M | 0.35% | +6,512+16.1% | Added |
| Smith, Moore & Co. | 46,816 | $35.0M | 2.27% | +560+1.2% | Added |
| Essex Financial Services, Inc. | 46,595 | $34.8M | 1.73% | −675−1.4% | Reduced |
| MKT Advisors LLC | 46,445 | $34.7M | 10.79% | −2,480−5.1% | Reduced |
| BSW Wealth Partners | 46,466 | $34.7M | 3.86% | +107+0.2% | Added |
| Independent Family Office, LLC | 46,203 | $34.5M | 13.86% | −100.0% | Reduced |
| Fiduciary Trust Co | 46,031 | $34.4M | 0.37% | +1,005+2.2% | Added |
| Nations Financial Group Inc, | 45,987 | $34.3M | 1.64% | +779+1.7% | Added |
| Seeds Investor LLC | 45,947 | $34.3M | 3.53% | +31,913+227.4% | Added |
| Moody National Bank Trust Division | 45,579 | $34.0M | 2.82% | +151+0.3% | Added |
| NBC Securities, Inc. | 45,575 | $34.0M | 2.31% | −3,026−6.2% | Reduced |
| Tocqueville Asset Management L.P. | 45,571 | $34.0M | 0.45% | −214−0.5% | Reduced |
| Heritage Trust Co | 45,543 | $34.0M | 2.95% | +652+1.5% | Added |
| Vavra Capital Management, LLC | 45,365 | $33.9M | 29.64% | −78−0.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 45,278 | $33.8M | 0.68% | −9,126−16.8% | Reduced |
| Titleist Asset Management, LLC | 45,232 | $33.8M | 2.28% | +3,017+7.1% | Added |
| Arthur M. Cohen & Associates, LLC | 45,207 | $33.8M | 5.27% | −298−0.7% | Reduced |
| Granite FO LLC | 45,168 | $33.7M | 17.84% | −6,461−12.5% | Reduced |
| Boston Family Office LLC | 45,064 | $33.7M | 2.04% | +881+2.0% | Added |
| Amarillo National Bank | 45,009 | $33.6M | 5.39% | −79−0.2% | Reduced |
| Aragon Global Management, LP | 44,580 | $33.3M | 12.62% | 00.0% | Unchanged |
| Firestone Capital Management | 44,551 | $33.3M | 6.20% | +726+1.7% | Added |
| Kingsview Wealth Management, LLC | 44,450 | $33.2M | 0.40% | −7,456−14.4% | Reduced |
| PKS Advisory Services, LLC | 44,125 | $33.0M | 5.26% | −170−0.4% | Reduced |
| 180 GPS Investments IC Ltd | 44,056 | $32.9M | 24.32% | +44,056 | New |
| CoreCap Advisors, LLC | 43,860 | $32.8M | 0.97% | +230+0.5% | Added |
| First Business Financial Services, Inc. | 43,684 | $32.6M | 2.53% | −70−0.2% | Reduced |
| Motco | 43,505 | $32.5M | 2.78% | −100−0.2% | Reduced |
| Bridgewater Advisors Inc. | 42,877 | $32.5M | 1.77% | −10,122−19.1% | Reduced |
| Welch & Forbes LLC | 43,500 | $32.5M | 0.39% | −2,128−4.7% | Reduced |
| Jasper Ridge Partners, L.P. | 43,267 | $32.3M | 0.69% | −428−1.0% | Reduced |
| BLB&B Advisors, LLC | 43,225 | $32.3M | 1.18% | +4,540+11.7% | Added |
| Family Management Corp | 43,190 | $32.3M | 3.39% | −15,696−26.7% | Reduced |
| Timmons Wealth Management, LLC | 43,168 | $32.2M | 23.58% | −901−2.0% | Reduced |
| Aft, Forsyth & Sober, LLC | 49,400 | $32.1M | 10.04% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 42,755 | $31.9M | 0.04% | +32,589+320.6% | Added |
| Ausdal Financial Partners, Inc. | 42,596 | $31.8M | 1.25% | −4,640−9.8% | Reduced |
| Resonant Capital Advisors, LLC | 42,366 | $31.7M | 1.52% | −57−0.1% | Reduced |
| Greenleaf Trust | 42,398 | $31.7M | 0.30% | +382+0.9% | Added |
| Advance Capital Management, Inc. | 42,304 | $31.6M | 1.02% | +1,738+4.3% | Added |
| Legacy Advisors, LLC | 42,276 | $31.6M | 2.95% | +2,352+5.9% | Added |
| First Heartland Consultants, Inc. | 42,275 | $31.6M | 2.05% | +4,460+11.8% | Added |
| Investors Portfolio Services LLC | 42,074 | $31.4M | 24.01% | +8,061+23.7% | Added |
| Norris Financial Group, LLC | 42,106 | $31.4M | 12.51% | +173+0.4% | Added |
| Chilton Investment Co LLC | 42,095 | $31.4M | 0.75% | +321+0.8% | Added |
| WSFS Capital Management, LLC | 42,025 | $31.4M | 1.37% | +6,938+19.8% | Added |
| Black Maple Capital Management LP | 42,006 | $31.4M | 21.04% | +522+1.3% | Added |
| German American Bancorp, Inc. | 41,889 | $31.3M | 2.35% | −1,311−3.0% | Reduced |
| Empowered Funds, LLC | 41,690 | $31.1M | 0.16% | −22,274−34.8% | Reduced |
| Second Line Capital, LLC | 41,556 | $31.1M | 5.79% | +1,442+3.6% | Added |
| True North Advisors, LLC | 41,616 | $31.1M | 2.97% | −6,525−13.6% | Reduced |
| Three Bridge Wealth Advisors, LLC | 41,472 | $31.0M | 7.77% | +125+0.3% | Added |
| Hantz Financial Services, Inc. | 41,568 | $31.0M | 0.42% | −539−1.3% | Reduced |
| Central Pacific Bank - Trust Division | 41,559 | $31.0M | 3.15% | +11,566+38.6% | Added |
| Connecticut Wealth Management, LLC | 41,513 | $31.0M | 1.15% | −467−1.1% | Reduced |
| Landmark Wealth Management, Inc. | 41,465 | $31.0M | 10.25% | +6,349+18.1% | Added |
| Indiana Trust & Investment Management CO | 41,417 | $30.9M | 8.45% | +50+0.1% | Added |
| Avidian Wealth Solutions, LLC | 41,365 | $30.9M | 0.86% | −287−0.7% | Reduced |
| Redhawk Wealth Advisors, Inc. | 41,279 | $30.8M | 3.04% | −9,778−19.2% | Reduced |
| BigSur Wealth Management LLC | 41,135 | $30.8M | 7.41% | +2,084+5.3% | Added |
| SFG Wealth Management, LLC. | 41,163 | $30.7M | 11.05% | −4,247−9.4% | Reduced |
| Ninepoint Partners LP | 41,100 | $30.7M | 2.73% | −4,900−10.7% | Reduced |
| Nicolet Bankshares Inc | 40,943 | $30.6M | 0.97% | −39−0.1% | Reduced |
| Snowden Capital Advisors LLC | 40,982 | $30.6M | 0.72% | −1,679−3.9% | Reduced |
| LifeSteps Financial, Inc. | 40,973 | $30.6M | 14.26% | +4,738+13.1% | Added |
| Diversified Portfolios, Inc. | 40,864 | $30.5M | 2.21% | +1,013+2.5% | Added |
| Financial Engines Advisors L.L.C. | 40,755 | $30.4M | 0.05% | −763−1.8% | Reduced |
| Principal Securities, Inc. | 40,728 | $30.4M | 0.37% | +12,433+43.9% | Added |
| Accurate Wealth Management, LLC | 40,277 | $30.4M | 2.90% | +3,086+8.3% | Added |
| Thompson Siegel & Walmsley LLC | 40,693 | $30.4M | 0.55% | −204−0.5% | Reduced |
| Peterson Wealth Management | 40,645 | $30.4M | 14.14% | +6,006+17.3% | Added |
| Smith Chas P & Associates Pa Cpas | 40,633 | $30.3M | 1.54% | +1,049+2.7% | Added |
| Keel Point, LLC | 40,613 | $30.3M | 1.79% | −38,015−48.3% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 40,596 | $30.3M | 8.64% | +8,628+27.0% | Added |
| Soltis Investment Advisors LLC | 40,543 | $30.3M | 1.75% | −31,561−43.8% | Reduced |