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 |
|---|---|---|---|---|---|
| Texas Permanent School Fund | 40,540 | $30.3M | 1.34% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 40,540 | $30.2M | 2.49% | −1,986−4.7% | Reduced |
| Hancock Whitney Corp | 40,447 | $30.2M | 0.50% | +626+1.6% | Added |
| Ethos Financial Group, LLC | 41,164 | $30.2M | 2.02% | +15,285+59.1% | Added |
| Capital World Investors | 40,567 | $30.1M | 0.00% | −23,465−36.6% | Reduced |
| MidFirst Bank | 40,214 | $30.0M | 2.13% | −66−0.2% | Reduced |
| Integrity Financial Corp | 40,048 | $30.0M | 14.34% | +1,572+4.1% | Added |
| Houlihan Financial Resource Group, Ltd. | 40,133 | $30.0M | 10.68% | −367−0.9% | Reduced |
| Guardian Wealth Advisors, LLC | 40,018 | $29.9M | 14.95% | +966+2.5% | Added |
| Pentwater Capital Management LP | 40,000 | $29.9M | 0.24% | −540,000−93.1% | Reduced |
| Taylor Securities Services, Inc. | 39,970 | $29.8M | 12.14% | +1,633+4.3% | Added |
| iA Global Asset Management Inc. | 39,766 | $29.7M | 0.35% | −5,597−12.3% | Reduced |
| Central Trust Co | 39,675 | $29.6M | 0.54% | +967+2.5% | Added |
| LCM Capital Management Inc | 39,645 | $29.6M | 12.96% | −50.0% | Reduced |
| Childress Capital Advisors, LLC | 39,641 | $29.6M | 4.85% | −7,596−16.1% | Reduced |
| Sovereign Financial Group, Inc. | 39,613 | $29.6M | 4.53% | −1,842−4.4% | Reduced |
| Banque de Luxembourg S.A. | 39,502 | $29.5M | 13.92% | +4,734+13.6% | Added |
| First Manhattan Co | 39,352 | $29.4M | 0.07% | +3,480+9.7% | Added |
| Focus Financial Network, Inc. | 39,307 | $29.4M | 0.91% | +434+1.1% | Added |
| TCG Advisory Services, LLC | 39,295 | $29.3M | 0.54% | +11,176+39.7% | Added |
| Roble, Belko & Company, Inc | 39,108 | $29.2M | 3.16% | −21−0.1% | Reduced |
| Provenance Wealth Advisors, LLC | 38,840 | $29.0M | 2.76% | +516+1.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 39,470 | $28.9M | 0.18% | −3,944−9.1% | Reduced |
| Larson Financial Group LLC | 38,561 | $28.8M | 0.76% | +281+0.7% | Added |
| Wellspring Financial Advisors, LLC | 866,550 | $28.8M | 1.90% | +115,316+15.4% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 38,492 | $28.7M | 1.07% | −616−1.6% | Reduced |
| Tull Financial Group, Inc. | 38,453 | $28.7M | 11.24% | −373−1.0% | Reduced |
| Raelipskie Partnership | 38,435 | $28.7M | 10.84% | −764−1.9% | Reduced |
| Catalytic Wealth RIA, LLC | 38,398 | $28.7M | 1.65% | −12,984−25.3% | Reduced |
| Constant Guidance Financial LLC | 38,397 | $28.7M | 18.01% | −6,054−13.6% | Reduced |
| Palisade Asset Management, LLC | 38,343 | $28.6M | 2.64% | −505−1.3% | Reduced |
| Eagle Capital Management, LLC | 38,138 | $28.5M | 9.72% | −97−0.3% | Reduced |
| Corsair Capital Management, L.P. | 38,097 | $28.4M | 3.58% | −410−1.1% | Reduced |
| Albion Financial Group | 38,077 | $28.4M | 1.65% | −150.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 37,945 | $28.4M | 0.36% | +33+0.1% | Added |
| Bienville Capital Management, LLC | 37,884 | $28.4M | 4.09% | +6,293+19.9% | Added |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 37,931 | $28.3M | 3.73% | 00.0% | Unchanged |
| HM Payson & Co | 37,920 | $28.3M | 0.38% | −17,197−31.2% | Reduced |
| KCM Investment Advisors LLC | 37,737 | $28.2M | 0.84% | +462+1.2% | Added |
| Vertex Planning Partners, LLC | 37,639 | $28.1M | 4.17% | +16,826+80.8% | Added |
| IMA Wealth, Inc. | 37,569 | $28.1M | 1.76% | +8,464+29.1% | Added |
| Pallas Capital Advisors LLC | 37,549 | $28.0M | 0.86% | +1,520+4.2% | Added |
| Sentinus, LLC | 37,408 | $27.9M | 2.23% | −3,702−9.0% | Reduced |
| Atlas Private Wealth Advisors | 37,332 | $27.9M | 6.10% | +1,190+3.3% | Added |
| Westco Advisory Services Inc | 37,092 | $27.7M | 16.72% | −2,602−6.6% | Reduced |
| Genesis Wealth Advisors, LLC | 37,062 | $27.7M | 16.55% | +1,174+3.3% | Added |
| Spinnaker Trust | 36,911 | $27.6M | 1.34% | −21−0.1% | Reduced |
| Moore Capital Management, LP | 36,812 | $27.5M | 0.63% | +35,303+2,339.5% | Added |
| Penobscot Investment Management Company, Inc. | 36,755 | $27.4M | 1.89% | +1,161+3.3% | Added |
| Benchmark Financial Wealth Advisors, LLC | 36,538 | $27.3M | 6.74% | −3,767−9.3% | Reduced |
| McHugh Group, LLC | 36,527 | $27.3M | 13.94% | +37+0.1% | Added |
| Halter Ferguson Financial Inc. | 36,400 | $27.2M | 4.43% | +10,513+40.6% | Added |
| Perspective Wealth Advisors LLC | 36,103 | $27.0M | 14.83% | +1,520+4.4% | Added |
| Blue Edge Capital, LLC | 36,103 | $27.0M | 3.25% | −2,593−6.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 36,032 | $26.9M | 0.30% | −666−1.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 36,007 | $26.9M | 2.24% | +6,258+21.0% | Added |
| SEI Investments Co | 35,996 | $26.9M | 0.02% | −57,836−61.6% | Reduced |
| Y.D. More Investments Ltd | 35,982 | $26.8M | 0.84% | +9,995+38.5% | Added |
| Vaquero Private Wealth, Ltd | 35,794 | $26.7M | 5.50% | +35,794 | New |
| Allspring Global Investments Holdings, LLC | 35,688 | $26.6M | 0.04% | −123,342−77.6% | Reduced |
| E&G Advisors, LP | 35,521 | $26.5M | 5.12% | +1,713+5.1% | Added |
| Lavelle Capital LP | 35,407 | $26.4M | 13.44% | −22−0.1% | Reduced |
| FFT Wealth Management LLC | 35,400 | $26.4M | 4.14% | −6,066−14.6% | Reduced |
| Aristides Capital LLC | 35,379 | $26.4M | 6.76% | −484−1.3% | Reduced |
| Boyd Watterson Asset Management LLC | 35,240 | $26.3M | 7.09% | −757−2.1% | Reduced |
| FIL Ltd | 35,238 | $26.3M | 0.02% | +25,484+261.3% | Added |
| SHP Wealth Management | 35,181 | $26.3M | 1.81% | −72−0.2% | Reduced |
| Mainsail Financial Group, LLC | 35,003 | $26.1M | 8.88% | +3,344+10.6% | Added |
| Daymark Wealth Partners, LLC | 34,994 | $26.1M | 0.64% | −203−0.6% | Reduced |
| Cornerstone Capital, Inc. | 34,948 | $26.1M | 2.33% | +638+1.9% | Added |
| Brickley Wealth Management | 34,863 | $26.0M | 3.74% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 34,862 | $26.0M | 1.58% | −77−0.2% | Reduced |
| COFG Advisors, LLC | 34,657 | $25.9M | 4.47% | +32,888+1,859.1% | Added |
| Condor Capital Management | 34,650 | $25.9M | 1.94% | −1,278−3.6% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 34,600 | $25.8M | 11.35% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 34,577 | $25.8M | 1.38% | +1,605+4.9% | Added |
| Fort Washington Investment Advisors Inc | 34,436 | $25.7M | 0.13% | −941−2.7% | Reduced |
| Donaldson Capital Management, LLC | 34,414 | $25.7M | 0.74% | +29,022+538.2% | Added |
| TrueWealth Advisors, LLC | 34,396 | $25.7M | 5.79% | −195−0.6% | Reduced |
| Strategic Wealth Designers | 34,300 | $25.6M | 3.11% | −481−1.4% | Reduced |
| Henshaw Capital LLC | 34,135 | $25.5M | 0.83% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 34,110 | $25.5M | 1.36% | −2,863−7.7% | Reduced |
| Burke & Herbert Bank & Trust Co | 34,091 | $25.5M | 6.31% | +271+0.8% | Added |
| Steinberganna Wealth Management | 34,030 | $25.4M | 10.33% | +714+2.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 34,266 | $25.4M | 0.03% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 33,912 | $25.3M | 1.31% | +160+0.5% | Added |
| International Assets Investment Management, LLC | 33,872 | $25.3M | 1.51% | −690−2.0% | Reduced |
| Trust Co of Oklahoma | 33,807 | $25.2M | 6.49% | −20.0% | Reduced |
| Hummer Financial Advisory Services Inc | 33,564 | $25.1M | 16.53% | 00.0% | Unchanged |
| Insight Advisors, LLC | 33,607 | $25.1M | 4.42% | −132−0.4% | Reduced |
| Spectrum Strategic Capital Management, LLC | 33,515 | $25.0M | 12.41% | −770−2.2% | Reduced |
| National Asset Management, Inc. | 33,701 | $25.0M | 1.36% | +90.0% | Added |
| OpenArc Corporate Advisory, LLC | 33,412 | $25.0M | 0.30% | +1,343+4.2% | Added |
| Ellis Investment Partners, LLC | 33,410 | $24.9M | 3.78% | +750+2.3% | Added |
| NorthCrest Asset Manangement, LLC | 33,134 | $24.9M | 0.64% | +3,289+11.0% | Added |
| TKG Advisors, LLC | 33,345 | $24.9M | 8.65% | +1,075+3.3% | Added |
| Aspen Investment Management Inc | 33,300 | $24.9M | 6.69% | −2,625−7.3% | Reduced |
| Baron Financial Group, LLC | 33,282 | $24.9M | 11.86% | +630+1.9% | Added |
| Nepc LLC | 33,248 | $24.8M | 0.46% | −6,777−16.9% | Reduced |
| Capital Performance Advisors LLP | 34,288 | $24.8M | 1.60% | +230+0.7% | Added |