SPDR S&P 500 ETF TRUST (SPY) — Institutional Holders, Q2 2026 (page 13)
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 1,201 to 1,300. 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 1,201–1,300 of 4,689
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1201 | Russell Investments Group, Ltd.#1201 · 20,200 sh | 20,200 | $15.1M | 0.01% | +2.2% |
| 1202 | Venturi Wealth Management#1202 · 20,197 sh | 20,197 | $15.1M | 0.58% | +30.9% |
| 1203 | Morangie Management#1203 · 20,120 sh | 20,120 | $15.1M | — | -0.4% |
| 1204 | AMI INVESTMENT MANAGEMENT#1204 · 20,153 sh | 20,153 | $15.0M | 3.20% | -0.5% |
| 1205 | Point#1205 · 20,118 sh | 20,118 | $15.0M | 1.28% | +1.2% |
| 1206 | TAM Capital Management#1206 · 20,100 sh | 20,100 | $15.0M | 6.35% | 0.0% |
| 1207 | MANNING & NAPIER ADVISORS#1207 · 20,091 sh | 20,091 | $15.0M | 0.19% | -3.1% |
| 1208 | Napier Financial#1208 · 20,044 sh | 20,044 | $15.0M | 3.12% | -2.7% |
| 1209 | Hardworking Capital Advisors#1209 · 20,007 sh | 20,007 | $14.9M | — | New |
| 1210 | Berman McAleer#1210 · 19,986 sh | 19,986 | $14.9M | — | -0.9% |
| 1211 | Sound View Wealth Advisors Group#1211 · 19,957 sh | 19,957 | $14.9M | 0.93% | -1.0% |
| 1212 | CLEAR WAVE WEALTH MANAGEMENT#1212 · 19,950 sh | 19,950 | $14.9M | 2.75% | -2.9% |
| 1213 | Financial Guidance Group#1213 · 19,941 sh | 19,941 | $14.9M | — | -0.3% |
| 1214 | VERUS CAPITAL PARTNERS#1214 · 19,902 sh | 19,902 | $14.9M | 0.80% | +41.3% |
| 1215 | MATHER GROUP#1215 · 19,880 sh | 19,880 | $14.8M | — | +8.3% |
| 1216 | NISA INVESTMENT ADVISORS#1216 · 19,823 sh | 19,823 | $14.8M | — | 0.0% |
| 1217 | AAFMAA Wealth Management#1217 · 19,784 sh | 19,784 | $14.8M | — | +4.2% |
| 1218 | Bedel Financial Consulting#1218 · 19,763 sh | 19,763 | $14.8M | 1.39% | +2.2% |
| 1219 | APPLETON PARTNERS#1219 · 19,653 sh | 19,653 | $14.7M | 0.90% | -2.1% |
| 1220 | Estate Planners Group#1220 · 19,651 sh | 19,651 | $14.7M | 6.64% | +31.2% |
| 1221 | J.Safra Asset Management#1221 · 19,628 sh | 19,628 | $14.7M | 0.68% | 0.0% |
| 1222 | Waterloo Capital, L.P.#1222 · 19,615 sh | 19,615 | $14.6M | 0.82% | +23.9% |
| 1223 | Van Hulzen Asset Management#1223 · 19,608 sh | 19,608 | $14.6M | 1.04% | -0.4% |
| 1224 | Ancora Advisors#1224 · 19,604 sh | 19,604 | $14.6M | 0.28% | -2.2% |
| 1225 | Boxwood Ventures#1225 · 19,550 sh | 19,550 | $14.6M | 8.74% | 0.0% |
| 1226 | Kaizen Financial Strategies#1226 · 19,616 sh | 19,616 | $14.6M | — | -25.2% |
| 1227 | Tulsa Wealth Advisors#1227 · 19,554 sh | 19,554 | $14.6M | 2.06% | -3.7% |
| 1228 | MMBG INVESTMENT ADVISORS#1228 · 19,470 sh | 19,470 | $14.6M | 1.15% | -9.2% |
| 1229 | HBK Sorce Advisory#1229 · 18,922 sh | 18,922 | $14.6M | 0.28% | -3.3% |
| 1230 | TSFG#1230 · 19,505 sh | 19,505 | $14.6M | — | -0.6% |
| 1231 | Quadcap Wealth Management#1231 · 19,399 sh | 19,399 | $14.5M | 1.41% | -1.5% |
| 1232 | Luken Investment Analytics#1232 · 19,297 sh | 19,297 | $14.4M | 5.04% | -1.0% |
| 1233 | Northside Capital Management#1233 · 19,282 sh | 19,282 | $14.4M | — | -1.4% |
| 1234 | Ullmann Wealth Partners Group#1234 · 19,212 sh | 19,212 | $14.3M | 1.30% | 0.0% |
| 1235 | Alpine Global Management#1235 · 19,182 sh | 19,182 | $14.3M | 2.33% | +112.9% |
| 1236 | Bricktown Capital#1236 · 19,100 sh | 19,100 | $14.3M | — | 0.0% |
| 1237 | Douglass Winthrop Advisors#1237 · 19,088 sh | 19,088 | $14.3M | 0.25% | +12.9% |
| 1238 | Montecito Bank#1238 · 19,054 sh | 19,054 | $14.2M | — | -2.9% |
| 1239 | RB Capital Management#1239 · 19,045 sh | 19,045 | $14.2M | 2.77% | +1.2% |
| 1240 | Simplicity Wealth#1240 · 20,058 sh | 20,058 | $14.2M | — | +208.3% |
| 1241 | B&D White Capital Company#1241 · 18,946 sh | 18,946 | $14.1M | 1.41% | +405.0% |
| 1242 | Sequent Asset Management#1242 · 18,938 sh | 18,938 | $14.1M | 5.96% | -1.0% |
| 1243 | CLUNE & ASSOCIATES, LTD.#1243 · 18,920 sh | 18,920 | $14.1M | — | -14.1% |
| 1244 | LYELL WEALTH MANAGEMENT#1244 · 18,915 sh | 18,915 | $14.1M | 0.87% | +0.5% |
| 1245 | MidAtlantic Capital Management#1245 · 18,896 sh | 18,896 | $14.1M | 8.77% | 0.0% |
| 1246 | Eagle Strategies#1246 · 18,883 sh | 18,883 | $14.1M | — | +3.1% |
| 1247 | McLean Asset Management#1247 · 18,790 sh | 18,790 | $14.0M | 1.86% | -1.2% |
| 1248 | Strategic Family Wealth Counselors, L.L.C.#1248 · 18,782 sh | 18,782 | $14.0M | 3.26% | 0.0% |
| 1249 | Garde Capital#1249 · 18,695 sh | 18,695 | $14.0M | 0.63% | +64.4% |
| 1250 | Principle Wealth Partners#1250 · 18,688 sh | 18,688 | $14.0M | 0.69% | +6.7% |
| 1251 | Sage Mountain Advisors#1251 · 18,667 sh | 18,667 | $13.9M | 0.86% | -1.7% |
| 1252 | INTRUST BANK NA#1252 · 18,628 sh | 18,628 | $13.9M | 1.03% | 0.0% |
| 1253 | CDM FINANCIAL COUNSELING SERVICES#1253 · 18,592 sh | 18,592 | $13.9M | — | -3.0% |
| 1254 | Compass Ion Advisors#1254 · 18,557 sh | 18,557 | $13.9M | — | -1.8% |
| 1255 | MILESTONE ASSET MANAGEMENT#1255 · 18,489 sh | 18,489 | $13.8M | — | +1115.6% |
| 1256 | VISTA INVESTMENT PARTNERS#1256 · 18,486 sh | 18,486 | $13.8M | — | +0.2% |
| 1257 | CONSCIOUS WEALTH INVESTMENTS#1257 · 18,394 sh | 18,394 | $13.8M | 7.08% | -4.2% |
| 1258 | Measured Wealth Private Client Group#1258 · 18,404 sh | 18,404 | $13.7M | 3.32% | -0.1% |
| 1259 | TCP Asset Management#1259 · 18,389 sh | 18,389 | $13.7M | — | 0.0% |
| 1260 | Global Wealth Management#1260 · 18,340 sh | 18,340 | $13.7M | — | -28.8% |
| 1261 | COURIER CAPITAL#1261 · 18,337 sh | 18,337 | $13.7M | — | +14.0% |
| 1262 | FIRST CITIZENS BANK#1262 · 18,299 sh | 18,299 | $13.7M | — | -3.7% |
| 1263 | Tandem Financial#1263 · 18,217 sh | 18,217 | $13.6M | 4.10% | +4.3% |
| 1264 | Mayflower Financial Advisors#1264 · 18,249 sh | 18,249 | $13.6M | 1.18% | -1.4% |
| 1265 | Paulson Wealth Management#1265 · 18,155 sh | 18,155 | $13.6M | 2.88% | -0.6% |
| 1266 | Quintet Private Bank (Europe) S.A.#1266 · 18,149 sh | 18,149 | $13.6M | — | -8.1% |
| 1267 | Bigelow Investment Advisors#1267 · 18,132 sh | 18,132 | $13.5M | — | -2.2% |
| 1268 | E Fund Management (Hong Kong) , Ltd.#1268 · 18,131 sh | 18,131 | $13.5M | 4.49% | +7.7% |
| 1269 | E Fund Management , Ltd.#1269 · 18,131 sh | 18,131 | $13.5M | 0.30% | +7.7% |
| 1270 | Lee-Kelleher Wealth Management#1270 · 18,095 sh | 18,095 | $13.5M | — | -1.0% |
| 1271 | Perennial Advisors#1271 · 18,072 sh | 18,072 | $13.5M | — | +10.1% |
| 1272 | Lynch Investment Planning#1272 · 18,066 sh | 18,066 | $13.5M | — | +5.8% |
| 1273 | Capital Research Global Investors#1273 · 18,193 sh | 18,193 | $13.5M | <0.01% | -56.9% |
| 1274 | Wealth Dimensions Group, Ltd.#1274 · 18,037 sh | 18,037 | $13.5M | 2.41% | -0.6% |
| 1275 | MONETTA FINANCIAL SERVICES#1275 · 18,000 sh | 18,000 | $13.4M | 9.06% | 0.0% |
| 1276 | South Shore Capital Advisors#1276 · 17,989 sh | 17,989 | $13.4M | — | +2.4% |
| 1277 | LMG Wealth Partners#1277 · 17,924 sh | 17,924 | $13.4M | 2.14% | +0.1% |
| 1278 | VOISARD ASSET MANAGEMENT GROUP#1278 · 17,892 sh | 17,892 | $13.4M | — | -0.3% |
| 1279 | Orange Investment Advisors#1279 · 17,847 sh | 17,847 | $13.3M | — | -1.1% |
| 1280 | GAMCO INVESTORS, ET AL#1280 · 17,795 sh | 17,795 | $13.3M | 0.12% | -46.6% |
| 1281 | Canopy Partners#1281 · 17,781 sh | 17,781 | $13.3M | 3.99% | 0.0% |
| 1282 | ASSETMARK#1282 · 17,759 sh | 17,759 | $13.3M | — | +20.9% |
| 1283 | MONEY CONCEPTS CAPITAL#1283 · 17,722 sh | 17,722 | $13.2M | 0.61% | +11.6% |
| 1284 | Oxler Private Wealth#1284 · 17,693 sh | 17,693 | $13.2M | — | -4.2% |
| 1285 | Sage Capital Advisors#1285 · 17,682 sh | 17,682 | $13.2M | — | +0.3% |
| 1286 | Cypress Wealth Services#1286 · 17,649 sh | 17,649 | $13.2M | — | +4.1% |
| 1287 | Verity Asset Management#1287 · 17,596 sh | 17,596 | $13.1M | 4.97% | +15.7% |
| 1288 | UNTITLED INVESTMENTS#1288 · 17,584 sh | 17,584 | $13.1M | 5.11% | New |
| 1289 | RMR Wealth Builders#1289 · 17,544 sh | 17,544 | $13.1M | — | +0.3% |
| 1290 | First International Bank of Israel Ltd.#1290 · 17,542 sh | 17,542 | $13.1M | 3.57% | -1.9% |
| 1291 | ENDEAVOR PRIVATE WEALTH#1291 · 17,493 sh | 17,493 | $13.1M | 3.18% | +21.5% |
| 1292 | NORTHSTAR ASSET MANAGEMENT#1292 · 17,718 sh | 17,718 | $13.1M | — | +1.0% |
| 1293 | Heritage Wealth Advisors#1293 · 17,513 sh | 17,513 | $13.1M | 0.45% | +2.0% |
| 1294 | UNION SAVINGS BANK#1294 · 17,504 sh | 17,504 | $13.1M | — | -7.9% |
| 1295 | Empower Advisory Group#1295 · 17,496 sh | 17,496 | $13.1M | 0.03% | -18.9% |
| 1296 | Ryan Investment Management#1296 · 17,462 sh | 17,462 | $13.0M | — | New |
| 1297 | Hillcrest Wealth Advisors - NY#1297 · 17,458 sh | 17,458 | $13.0M | — | -2.5% |
| 1298 | LVM CAPITAL MANAGEMENT LTD#1298 · 17,432 sh | 17,432 | $13.0M | — | -2.2% |
| 1299 | Midwest Financial Network#1299 · 17,432 sh | 17,432 | $13.0M | — | +13.0% |
| 1300 | NIXON PEABODY#1300 · 17,403 sh | 17,403 | $13.0M | — | -8.9% |
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.