SPY Institutional Ownership & Shareholders

SPDR S&P 500 ETF TRUST (SPY) is currently held by 4,611 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $435.43B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of SPY tracked by InsiderSet, reporting ownership valued at approximately $35.31B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $36.01B, representing an estimated gain of +1.99% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 43% of the total disclosed SPY value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Jane Street Group, Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in SPDR S&P 500 ETF TRUST (SPY).

This page ranks the largest institutional SPY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

4,611

Total Reported Value

$435.43B

Largest Holder

Jpmorgan Chase & Co

Largest Position

$35.31B

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

5

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Jpmorgan Chase & Co2.06%47,650,227$35,308,820,984$36,010,229,548+$701,408,564+1.99%
Jane Street Group, Llc21.04%44,258,657$33,051,037,288$33,447,152,268+$396,114,980+1.20%
Morgan Stanley1.28%32,285,648$24,109,956,453$24,398,909,907+$288,953,454+1.20%
Goldman Sachs Group Inc2.47%31,515,905$23,535,132,629$23,817,199,727+$282,067,098+1.20%
Bank Of America Corp1.48%30,777,198$22,983,487,901$23,258,944,073+$275,456,172+1.20%
Susquehanna International Group, Llp9.68%14,608,579$10,909,248,540$11,039,995,322+$130,746,782+1.20%
D. E. Shaw & Co., Inc.6.47%14,028,230$10,475,861,318$10,601,413,976+$125,552,658+1.20%
Northern Trust Corp1.19%13,734,618$10,256,600,684$10,379,525,515+$122,924,831+1.20%
Ubs Group Ag1.46%12,268,155$9,161,490,108$9,271,290,097+$109,799,989+1.20%
Wells Fargo & Company/Mn1.56%11,997,971$8,959,724,294$9,067,106,644+$107,382,350+1.20%
Gotham Asset Management, Llc19.80%11,393,386$8,508,238,863$8,610,209,668+$101,970,805+1.20%
Lpl Financial Llc1.66%9,899,502$7,392,651,130$7,481,251,651+$88,600,521+1.20%
Royal Bank Of Canada1.16%9,162,383$6,842,191,000$6,924,196,081+$82,005,081+1.20%
Hrt Financial Lp10.16%7,452,855$5,565,568,000$5,632,271,581+$66,703,581+1.20%
Barclays Plc1.62%6,877,699$5,136,059,290$5,197,614,688+$61,555,398+1.20%
Bank Of Montreal1.75%6,446,804$4,814,279,745$4,871,978,719+$57,698,974+1.20%
Bridgewater Associates, Lp16.30%5,320,308$3,973,046,405$4,020,663,162+$47,616,757+1.20%
Millennium Management Llc2.45%4,857,109$3,627,143,288$3,670,614,413+$43,471,125+1.20%
Raymond James Financial Inc0.94%4,642,045$3,466,540,711$3,508,086,247+$41,545,536+1.20%
Capula Management Ltd15.45%4,595,409$3,431,713,581$3,472,842,489+$41,128,908+1.20%
Carronade Capital Management, Lp58.20%4,500,000$3,360,465,000$3,400,740,000+$40,275,000+1.20%
Us Bancorp \De\3.43%4,204,899$3,140,092,710$3,177,726,272+$37,633,562+1.20%
Lido Advisors, Llc11.16%4,174,930$3,125,025,699$3,155,078,100+$30,052,401+0.96%
Fmr Llc0.13%4,159,436$3,106,141,181$3,143,368,974+$37,227,793+1.20%
Cresset Asset Management, Llc10.17%3,728,404$2,791,333,311$2,817,629,471+$26,296,160+0.94%
Banco Bilbao Vizcaya Argentaria, S.A.16.26%3,500,840$2,612,261,716$2,645,654,805+$33,393,089+1.28%
Mackenzie Financial Corp2.83%3,401,689$2,594,230,082$2,570,724,411-$23,505,671-0.91%
Pnc Financial Services Group, Inc.1.32%3,247,465$2,425,109,780$2,454,174,250+$29,064,470+1.20%
Bnp Paribas Financial Markets1.24%3,190,021$2,382,211,982$2,410,762,670+$28,550,688+1.20%
Creative Planning1.27%2,987,240$2,278,158,433$2,257,517,013-$20,641,420-0.91%
Clal Insurance Enterprises Holdings Ltd10.22%3,036,296$2,271,748,000$2,294,589,613+$22,841,613+1.01%
Ameriprise Financial Inc0.45%2,966,528$2,211,101,742$2,241,864,540+$30,762,798+1.39%
Truist Financial Corp2.60%2,878,592$2,195,300,442$2,175,409,546-$19,890,896-0.91%
Rockefeller Capital Management L.P.3.24%2,829,298$2,112,838,905$2,138,157,085+$25,318,180+1.20%
National Mutual Insurance Federation Of Agricultural Cooperatives12.77%2,617,832$1,996,437,218$1,978,347,999-$18,089,219-0.91%
Envestnet Asset Management Inc0.46%2,603,752$1,944,403,909$1,967,707,461+$23,303,552+1.20%
Bank Of New York Mellon Corp0.32%2,591,117$1,934,968,751$1,958,158,939+$23,190,188+1.20%
Td Asset Management Inc1.60%2,473,419$1,847,075,107$1,869,212,207+$22,137,100+1.20%
Cerity Partners Llc2.03%2,266,287$1,663,102,030$1,712,678,412+$49,576,382+2.98%
Focus Partners Wealth1.69%2,355,908$1,649,443,443$1,780,406,794+$130,963,351+7.94%
Blackrock, Inc.0.02%2,178,833$1,627,086,853$1,646,587,675+$19,500,822+1.20%
Pathstone Holdings, Llc5.64%2,176,821$1,416,428,195$1,645,067,166+$228,638,971+16.14%
Cetera Investment Advisers1.27%1,868,568$1,395,390,097$1,412,114,209+$16,724,112+1.20%
Sanders Capital, Llc1.34%1,815,012$1,384,182,602$1,371,640,869-$12,541,733-0.91%
Alphadyne Asset Management Lp57.27%1,695,591$1,266,216,491$1,281,392,031+$15,175,540+1.20%
State Street Corp0.04%1,651,575$1,236,488,746$1,248,128,259+$11,639,513+0.94%
Bank Julius Baer & Co. Ltd, Zurich3.09%1,587,880$1,213,144,012$1,199,992,674-$13,151,338-1.08%
Meitav Investment House Ltd7.65%1,559,018$1,188,941,786$1,178,181,083-$10,760,703-0.91%
Stifel Financial Corp0.98%1,584,389$1,183,272,863$1,197,354,455+$14,081,592+1.19%
Optiver Holding B.V.16.55%1,547,020$1,155,268,125$1,169,113,954+$13,845,829+1.20%
Showing 50 of 4,611

Frequently asked questions about SPY

  • Who are the largest institutional holders of SPY?

    The largest institutional holders of SPY reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co , Jane Street Group, Llc , Morgan Stanley , Goldman Sachs Group Inc , and Bank Of America Corp . InsiderSet ranks institutional holders by their latest reported SPY position.

  • What is SPY institutional ownership?

    This page tracks SPY positions reported by institutional investment managers through SEC Form 13F. SPDR S&P 500 ETF TRUST (SPY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own SPY?

    InsiderSet currently tracks 4,611 institutional managers reporting SPY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SPY shareholders.

  • How much SPY stock do institutions own?

    Institutional investment managers disclosed approximately $435.43B in SPY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was SPY institutional ownership last updated?

    The latest SPY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional SPY holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SPY position after the reporting date.

  • Are institutions buying or selling SPY?

    Institutional buying and selling can be analyzed by comparing SPY positions across consecutive 13F reporting periods. InsiderSet's SPY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPY ownership changes.

  • How has SPY institutional ownership changed over time?

    InsiderSet tracks SPY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.