SPDR S&P 500 ETF TRUST (SPY) — Institutional Holders, Q2 2026 (page 11)
4,689 institutional investment managers reported a SPY position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $448.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,001 to 1,100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SPY 13F holders ranked 1,001–1,100 of 4,689
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | Financial Management Professionals#1001 · 28,168 sh | 28,168 | $21.1M | — | +460.2% |
| 1002 | Granite Bay Wealth Management#1002 · 28,166 sh | 28,166 | $21.0M | 1.94% | +918.3% |
| 1003 | Palisades Hudson Asset Management, L.P.#1003 · 28,155 sh | 28,155 | $21.0M | 7.36% | -0.4% |
| 1004 | Ciovacco Capital Management#1004 · 28,159 sh | 28,159 | $21.0M | 9.35% | -1.9% |
| 1005 | New England Private Wealth Advisors#1005 · 28,406 sh | 28,406 | $21.0M | — | -0.9% |
| 1006 | Solidarity Wealth#1006 · 28,087 sh | 28,087 | $21.0M | — | -5.5% |
| 1007 | Trifecta Capital Advisors#1007 · 28,056 sh | 28,056 | $21.0M | — | -1.7% |
| 1008 | Magnus Financial Group#1008 · 28,043 sh | 28,043 | $20.9M | — | +4.7% |
| 1009 | KLCM Advisors#1009 · 27,996 sh | 27,996 | $20.9M | 1.65% | -4.7% |
| 1010 | Carlton Hofferkamp & Jenks Wealth Management#1010 · 27,960 sh | 27,960 | $20.9M | — | -1.6% |
| 1011 | Intrepid Financial Planning Group#1011 · 27,923 sh | 27,923 | $20.9M | 7.09% | -1.1% |
| 1012 | CENTRAL BANK#1012 · 27,915 sh | 27,915 | $20.8M | — | -2.0% |
| 1013 | Graham Capital Management, L.P.#1013 · 27,900 sh | 27,900 | $20.8M | 0.38% | New |
| 1014 | Financial & Tax Architects#1014 · 27,859 sh | 27,859 | $20.8M | — | -6.0% |
| 1015 | Strategic Blueprint#1015 · 27,842 sh | 27,842 | $20.8M | — | +0.3% |
| 1016 | HOWLAND CAPITAL MANAGEMENT#1016 · 27,769 sh | 27,769 | $20.8M | — | +3.4% |
| 1017 | Gallagher Fiduciary Advisors#1017 · 27,774 sh | 27,774 | $20.7M | 0.68% | -99.8% |
| 1018 | SHERMAN PORFOLIOS#1018 · 31,865 sh | 31,865 | $20.7M | 1.62% | -1.2% |
| 1019 | Odyssey Group#1019 · 27,723 sh | 27,723 | $20.7M | 5.60% | — |
| 1020 | Compass Planning Associates#1020 · 27,721 sh | 27,721 | $20.7M | — | -3.9% |
| 1021 | INVICTUS PRIVATE WEALTH#1021 · 27,691 sh | 27,691 | $20.7M | 1.11% | -2.6% |
| 1022 | Harel Insurance Investments & Financial Services Ltd.#1022 · 27,608 sh | 27,608 | $20.7M | 0.10% | -65.3% |
| 1023 | Oakworth Capital#1023 · 27,612 sh | 27,612 | $20.6M | — | -1.2% |
| 1024 | SMITHBRIDGE ASSET MANAGEMENT#1024 · 27,588 sh | 27,588 | $20.6M | — | -0.3% |
| 1025 | Wealth Architects#1025 · 27,583 sh | 27,583 | $20.6M | 1.63% | +1.1% |
| 1026 | AlphaCore Capital#1026 · 27,006 sh | 27,006 | $20.5M | 0.38% | +13.0% |
| 1027 | SIGNATURE ESTATE & INVESTMENT ADVISORS#1027 · 27,482 sh | 27,482 | $20.5M | — | -18.8% |
| 1028 | Wealth Enhancement Services#1028 · 27,480 sh | 27,480 | $20.5M | — | +8.7% |
| 1029 | Hilltop#1029 · 27,465 sh | 27,465 | $20.5M | 1.59% | +2.7% |
| 1030 | SAX WEALTH ADVISORS#1030 · 31,528 sh | 31,528 | $20.5M | — | +8.0% |
| 1031 | MARQUETTE ASSOCIATES#1031 · 27,310 sh | 27,310 | $20.4M | 14.87% | +32.5% |
| 1032 | BEACON INVESTMENT ADVISORY SERVICES#1032 · 27,186 sh | 27,186 | $20.3M | — | -7.3% |
| 1033 | Highview Capital Management#1033 · 27,164 sh | 27,164 | $20.3M | 5.84% | +14.4% |
| 1034 | Rockbridge Investment Management, LCC#1034 · 27,080 sh | 27,080 | $20.2M | 1.64% | +0.5% |
| 1035 | FOUNDERS CAPITAL MANAGEMENT#1035 · 27,016 sh | 27,016 | $20.2M | — | -0.1% |
| 1036 | G&S Capital#1036 · 26,940 sh | 26,940 | $20.1M | — | +1.5% |
| 1037 | Optas#1037 · 26,906 sh | 26,906 | $20.1M | 2.82% | 0.0% |
| 1038 | PATTON FUND MANAGEMENT#1038 · 26,880 sh | 26,880 | $20.1M | — | -1.5% |
| 1039 | Tolleson Wealth Management#1039 · 26,871 sh | 26,871 | $20.1M | 2.70% | +4.8% |
| 1040 | Warner Group#1040 · 26,784 sh | 26,784 | $20.0M | 4.93% | +107.8% |
| 1041 | PINEBRIDGE INVESTMENTS#1041 · 26,680 sh | 26,680 | $19.9M | 0.16% | +18.4% |
| 1042 | Texas Yale Capital#1042 · 26,633 sh | 26,633 | $19.9M | 0.43% | -2.3% |
| 1043 | Sachetta#1043 · 26,602 sh | 26,602 | $19.9M | 9.66% | +3.3% |
| 1044 | MARCO INVESTMENT MANAGEMENT#1044 · 26,581 sh | 26,581 | $19.8M | 1.31% | +0.2% |
| 1045 | Saiph Capital#1045 · 26,577 sh | 26,577 | $19.8M | 5.94% | -1.4% |
| 1046 | Arista Wealth Management#1046 · 26,551 sh | 26,551 | $19.8M | 2.14% | -0.2% |
| 1047 | LaSalle St. Investment Advisors#1047 · 26,516 sh | 26,516 | $19.8M | 2.42% | +11.7% |
| 1048 | Aries Wealth Management#1048 · 26,501 sh | 26,501 | $19.8M | — | +2.3% |
| 1049 | BASSO CAPITAL MANAGEMENT, L.P.#1049 · 26,424 sh | 26,424 | $19.7M | 4.21% | -1.4% |
| 1050 | Capital Advisors Wealth Management#1050 · 26,380 sh | 26,380 | $19.7M | — | +23.3% |
| 1051 | Marex Group plc#1051 · 26,312 sh | 26,312 | $19.6M | 0.08% | +264.3% |
| 1052 | Bell Bank#1052 · 26,270 sh | 26,270 | $19.6M | — | +1.4% |
| 1053 | Icon Wealth Advisors#1053 · 26,236 sh | 26,236 | $19.6M | 1.18% | -1.6% |
| 1054 | Baker Avenue Asset Management#1054 · 26,138 sh | 26,138 | $19.5M | 0.37% | +38.4% |
| 1055 | Compound Planning#1055 · 26,020 sh | 26,020 | $19.4M | 0.51% | -2.1% |
| 1056 | Hexagon Capital Partners#1056 · 25,924 sh | 25,924 | $19.4M | 2.72% | -2.9% |
| 1057 | Zhang Financial#1057 · 25,876 sh | 25,876 | $19.3M | 0.56% | +1.7% |
| 1058 | Stembrook Asset Management#1058 · 25,873 sh | 25,873 | $19.3M | 16.68% | -1.4% |
| 1059 | UNIQUE WEALTH#1059 · 25,692 sh | 25,692 | $19.2M | — | -8.9% |
| 1060 | RATIONAL ADVISORS#1060 · 25,677 sh | 25,677 | $19.2M | 1.76% | +61.7% |
| 1061 | Biltmore Family Office#1061 · 25,556 sh | 25,556 | $19.1M | 2.51% | -4.0% |
| 1062 | ATALANTA SOSNOFF CAPITAL#1062 · 25,612 sh | 25,612 | $19.1M | 0.34% | -65.9% |
| 1063 | L & S Advisors#1063 · 25,568 sh | 25,568 | $19.1M | 1.97% | -61.0% |
| 1064 | Dynamic Advisor Solutions#1064 · 25,530 sh | 25,530 | $19.1M | — | -2.5% |
| 1065 | ROCKLAND#1065 · 25,515 sh | 25,515 | $19.1M | — | +0.1% |
| 1066 | OFS Enterprise#1066 · 25,457 sh | 25,457 | $19.0M | — | -0.1% |
| 1067 | WEALTHEDGE INVESTMENT ADVISORS#1067 · 25,436 sh | 25,436 | $19.0M | 6.46% | +4.9% |
| 1068 | Element Squared#1068 · 25,435 sh | 25,435 | $19.0M | 9.45% | +3.0% |
| 1069 | OSBORNE PARTNERS CAPITAL MANAGEMENT#1069 · 25,414 sh | 25,414 | $19.0M | 1.05% | -1.3% |
| 1070 | Gerber Kawasaki Wealth & Investment Management#1070 · 25,360 sh | 25,360 | $18.9M | 0.51% | +0.5% |
| 1071 | CACTI ASSET MANAGEMENT#1071 · 25,295 sh | 25,295 | $18.9M | — | 0.0% |
| 1072 | BROWN, LISLE/CUMMINGS#1072 · 25,267 sh | 25,267 | $18.9M | — | +1.1% |
| 1073 | Fiduciary Alliance#1073 · 25,244 sh | 25,244 | $18.9M | — | -39.1% |
| 1074 | WORLD EQUITY GROUP#1074 · 25,200 sh | 25,200 | $18.8M | — | +108.5% |
| 1075 | J HAGAN CAPITAL#1075 · 25,179 sh | 25,179 | $18.8M | 8.71% | +3.1% |
| 1076 | BURLING WEALTH PARTNERS#1076 · 25,138 sh | 25,138 | $18.8M | 2.75% | +0.4% |
| 1077 | MOSAIC FAMILY WEALTH PARTNERS#1077 · 25,102 sh | 25,102 | $18.7M | 1.26% | +159.7% |
| 1078 | Apriem Advisors#1078 · 25,086 sh | 25,086 | $18.7M | 1.62% | -0.3% |
| 1079 | One Capital Management#1079 · 28,761 sh | 28,761 | $18.7M | 0.52% | 0.0% |
| 1080 | Churchill Financial Advisors#1080 · 25,012 sh | 25,012 | $18.7M | — | -1.6% |
| 1081 | SOROS FUND MANAGEMENT#1081 · 25,000 sh | 25,000 | $18.7M | 0.23% | 0.0% |
| 1082 | KENNICOTT CAPITAL MANAGEMENT#1082 · 24,875 sh | 24,875 | $18.6M | — | +0.9% |
| 1083 | Nadler Financial Group#1083 · 24,737 sh | 24,737 | $18.5M | — | -1.8% |
| 1084 | FIDUCIENT ADVISORS#1084 · 24,727 sh | 24,727 | $18.5M | 2.64% | +0.6% |
| 1085 | Yanni & Associates Investment Advisors#1085 · 24,708 sh | 24,708 | $18.5M | — | -1.5% |
| 1086 | Maridea Wealth Management#1086 · 24,661 sh | 24,661 | $18.4M | 1.99% | +309.9% |
| 1087 | Stelac Advisory Services#1087 · 24,516 sh | 24,516 | $18.3M | 3.41% | +4.5% |
| 1088 | Gridiron Partners#1088 · 24,484 sh | 24,484 | $18.3M | — | +0.2% |
| 1089 | CLIFTONLARSONALLEN WEALTH ADVISORS#1089 · 24,402 sh | 24,402 | $18.2M | — | -2.7% |
| 1090 | Capital Investment Advisory Services#1090 · 24,372 sh | 24,372 | $18.2M | 1.12% | +77.4% |
| 1091 | Cavalier Investments#1091 · 24,338 sh | 24,338 | $18.2M | 0.75% | -83.5% |
| 1092 | CHATHAM CAPITAL GROUP#1092 · 24,310 sh | 24,310 | $18.2M | — | +0.7% |
| 1093 | Global Financial Private Client#1093 · 24,304 sh | 24,304 | $18.1M | — | +8.1% |
| 1094 | OKABENA INVESTMENT SERVICES#1094 · 24,157 sh | 24,157 | $18.0M | 3.22% | 0.0% |
| 1095 | BTG Pactual Asset Management US#1095 · 24,098 sh | 24,098 | $18.0M | 1.12% | -9.5% |
| 1096 | Tortoise Investment Management#1096 · 24,069 sh | 24,069 | $18.0M | 1.34% | -1.3% |
| 1097 | Bison Wealth#1097 · 23,906 sh | 23,906 | $18.0M | — | +6.1% |
| 1098 | Blueprint Investment Partners#1098 · 24,041 sh | 24,041 | $18.0M | 1.50% | +54.4% |
| 1099 | NewSquare Capital#1099 · 23,995 sh | 23,995 | $17.9M | 1.33% | +1.6% |
| 1100 | CLIFFORD SWAN INVESTMENT COUNSEL#1100 · 23,929 sh | 23,929 | $17.9M | 0.57% | -1.9% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.