SPDR S&P 500 ETF TRUST (SPY) Institutional Shareholders

SPDR S&P 500 ETF TRUST (SPY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $317.56B in SPY holdings during the latest filing period.

Morgan Stanley is currently the largest disclosed institutional shareholder of SPY tracked by InsiderSet, reporting ownership valued at approximately $26.34B in its March 31, 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 $30.26B, representing an estimated gain of +14.87% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 40% of the total disclosed SPY value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Goldman Sachs Group Inc, Bank Of America Corp, 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

4,495

Total Reported Value

$317.56B

Largest Holder

Morgan Stanley

Largest Position

$26.34B

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

8

Funds Exiting Positions

1

Page 1 of 90
NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Morgan Stanley1.59%40,502,730$26,340,547,800$30,256,754,392+$3,916,206,592+14.87%
Goldman Sachs Group Inc3.13%36,607,926$23,807,598,362$27,347,218,960+$3,539,620,598+14.87%
Bank Of America Corp1.53%32,276,125$20,990,455,647$24,111,233,659+$3,120,778,012+14.87%
Jane Street Group, Llc14.18%20,289,599$13,195,137,813$15,156,939,141+$1,961,801,328+14.87%
Northern Trust Corp1.19%13,839,818$9,000,587,238$10,338,759,241+$1,338,172,003+14.87%
Ubs Group Ag1.42%12,302,084$8,000,537,309$9,190,025,811+$1,189,488,502+14.87%
Susquehanna International Group, Llp8.96%10,645,680$6,923,311,531$7,952,642,330+$1,029,330,799+14.87%
Lpl Financial Llc1.72%9,962,967$6,479,316,039$7,442,635,238+$963,319,199+14.87%
Wells Fargo & Company/Mn1.22%9,418,886$6,125,477,818$7,036,190,409+$910,712,591+14.87%
Gotham Asset Management, Llc17.94%9,005,674$5,856,750,029$6,727,508,648+$870,758,619+14.87%
Barclays Plc1.52%6,532,151$4,248,119,073$4,879,712,762+$631,593,689+14.87%
Royal Bank Of Canada0.79%6,383,133$4,151,209,000$4,768,391,845+$617,182,845+14.87%
Capula Management Ltd34.94%6,159,222$4,005,588,434$4,601,123,611+$595,535,177+14.87%
Northwestern Mutual Wealth Management Co2.45%6,112,403$3,975,140,032$4,566,148,413+$591,008,381+14.87%
Bank Of Montreal1.58%5,964,307$3,878,827,968$4,455,516,258+$576,688,290+14.87%
Raymond James Financial Inc0.91%4,529,491$2,945,576,018$3,383,665,662+$438,089,644+14.87%
Bridgewater Associates, Lp12.67%4,364,862$2,838,644,353$3,260,682,860+$422,038,507+14.87%
Lido Advisors, Llc11.09%4,336,222$2,827,304,113$3,239,287,921+$411,983,808+14.57%
Banco Bilbao Vizcaya Argentaria, S.A.19.16%4,269,557$2,737,601,929$3,189,487,166+$451,885,237+16.51%
Fmr Llc0.14%4,166,717$2,709,783,076$3,112,662,601+$402,879,525+14.87%
Us Bancorp \De\3.29%4,167,187$2,708,307,425$3,113,013,705+$404,706,280+14.94%
Cresset Asset Management, Llc10.05%3,561,935$2,322,868,981$2,660,872,303+$338,003,322+14.55%
Truist Financial Corp2.74%3,070,445$2,292,916,028$2,293,714,528+$798,500+0.03%
Mackenzie Financial Corp2.68%3,432,710$2,232,428,621$2,564,337,351+$331,908,730+14.87%
Pnc Financial Services Group, Inc.1.37%3,306,301$2,150,220,054$2,469,906,036+$319,685,982+14.87%
Envestnet Asset Management Inc0.46%2,603,752$1,944,403,909$1,945,080,857+$676,948+0.03%
Bnp Paribas Financial Markets1.28%2,981,038$1,938,688,253$2,226,924,817+$288,236,564+14.87%
Creative Planning1.30%2,956,006$1,922,409,149$2,208,225,162+$285,816,013+14.87%
Rockefeller Capital Management L.P.3.40%2,946,267$1,916,079,012$2,200,949,837+$284,870,825+14.87%
Sanders Capital, Llc2.26%2,923,008$1,900,949,023$2,183,574,666+$282,625,643+14.87%
Ameriprise Financial Inc0.44%2,925,798$1,900,702,894$2,185,658,880+$284,955,986+14.99%
Td Asset Management Inc1.50%2,848,742$1,852,650,872$2,128,095,736+$275,444,864+14.87%
Hightower Advisors, Llc1.93%2,802,707$1,822,737,569$2,093,706,210+$270,968,641+14.87%
Bank Of New York Mellon Corp0.32%2,662,796$1,731,722,939$1,989,188,496+$257,465,557+14.87%
National Mutual Insurance Federation Of Agricultural Cooperatives13.11%2,617,832$1,702,480,863$1,955,599,039+$253,118,176+14.87%
Healthcare Of Ontario Pension Plan Trust Fund2.78%2,589,197$1,683,858,377$1,934,207,835+$250,349,458+14.87%
Focus Partners Wealth1.63%2,429,375$1,465,581,095$1,814,816,006+$349,234,911+23.83%
Pathstone Holdings, Llc5.64%2,176,821$1,416,428,195$1,626,150,592+$209,722,397+14.81%
Cerity Partners Llc1.98%2,150,070$1,398,388,719$1,606,166,792+$207,778,073+14.86%
Blackrock, Inc.0.02%2,063,717$1,342,117,370$1,541,658,511+$199,541,141+14.87%
Cetera Investment Advisers1.25%1,811,359$1,177,998,894$1,353,139,514+$175,140,620+14.87%
Cibc World Market Inc.2.06%1,807,103$1,175,231,365$1,349,960,154+$174,728,789+14.87%
Commonwealth Equity Services, Llc1.39%1,485,119$1,109,042,368$1,109,428,447+$386,079+0.03%
Meitav Investment House Ltd7.37%1,468,305$1,096,476,477$1,096,867,884+$391,407+0.04%
Stifel Financial Corp0.97%1,627,679$1,058,626,255$1,215,925,043+$157,298,788+14.86%
State Street Corp0.04%1,594,625$1,040,014,637$1,191,232,714+$151,218,077+14.54%
Mariner, Llc1.14%1,507,932$979,326,762$1,126,470,442+$147,143,680+15.02%
Corient Private Wealth Llc1.38%1,543,318$965,525,085$1,152,904,846+$187,379,761+19.41%
Citigroup Inc0.45%1,289,708$963,115,328$963,450,567+$335,239+0.03%
Power Alpha Investment Ltd93.55%1,244,951$929,492,058$930,015,746+$523,688+0.06%

Frequently asked questions about SPY

  • Who owns the most SPY stock?

    The largest holders of SPY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR S&P 500 ETF TRUST (SPY).

  • Is SPY widely held by superinvestors?

    Many widely followed stocks like SPY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SPY is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.