SPDR S&P 500 ETF TRUST (SPY) — Institutional Holders, Q2 2026 (page 14)
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 1,301 to 1,400. 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 1,301–1,400 of 4,689
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1301 | HOURGLASS CAPITAL#1301 · 17,372 sh | 17,372 | $13.0M | — | +1.2% |
| 1302 | SCHRODER INVESTMENT MANAGEMENT GROUP#1302 · 17,443 sh | 17,443 | $12.9M | <0.01% | -9.6% |
| 1303 | Ameritas Investment Partners#1303 · 17,288 sh | 17,288 | $12.9M | 0.34% | +4.2% |
| 1304 | Coastal Bridge Advisors#1304 · 17,288 sh | 17,288 | $12.9M | 0.80% | +4.1% |
| 1305 | SpringVest Wealth Management#1305 · 17,279 sh | 17,279 | $12.9M | 8.12% | +3.2% |
| 1306 | CSS#1306 · 17,269 sh | 17,269 | $12.9M | 0.50% | New |
| 1307 | Weil Company#1307 · 17,246 sh | 17,246 | $12.9M | — | +1.3% |
| 1308 | Northern Financial Advisors#1308 · 17,225 sh | 17,225 | $12.9M | 8.51% | +2.1% |
| 1309 | CFM WEALTH PARTNERS#1309 · 17,217 sh | 17,217 | $12.9M | 1.64% | -1.3% |
| 1310 | KG&L Capital Management#1310 · 17,075 sh | 17,075 | $12.8M | — | -1.3% |
| 1311 | PFG Advisors#1311 · 17,043 sh | 17,043 | $12.7M | — | -22.3% |
| 1312 | FIRST MERCHANTS#1312 · 17,007 sh | 17,007 | $12.7M | — | -8.0% |
| 1313 | Spruce Point Capital Management#1313 · 17,000 sh | 17,000 | $12.7M | 21.95% | +13.3% |
| 1314 | Vident Advisory#1314 · 16,964 sh | 16,964 | $12.7M | 0.09% | -8.0% |
| 1315 | PEDDOCK CAPITAL ADVISORS#1315 · 16,956 sh | 16,956 | $12.7M | — | +2.9% |
| 1316 | CCG WEALTH MANAGEMENT#1316 · 16,905 sh | 16,905 | $12.7M | 2.94% | -1.6% |
| 1317 | Caerus Investment Advisors#1317 · 16,900 sh | 16,900 | $12.6M | 4.20% | -0.1% |
| 1318 | SYKON CAPITAL#1318 · 16,891 sh | 16,891 | $12.6M | 3.88% | +4198.0% |
| 1319 | Balboa Wealth Partners#1319 · 16,875 sh | 16,875 | $12.6M | — | -8.5% |
| 1320 | Codex Capital Asset Management L.L.C.#1320 · 16,870 sh | 16,870 | $12.6M | 4.36% | -2.3% |
| 1321 | Wernau Asset Management#1321 · 16,859 sh | 16,859 | $12.6M | — | -1.5% |
| 1322 | GatePass Capital#1322 · 16,739 sh | 16,739 | $12.5M | 4.74% | +43.4% |
| 1323 | RFG Advisory#1323 · 16,727 sh | 16,727 | $12.5M | 0.20% | +40.0% |
| 1324 | Legacy Edge Advisors#1324 · 16,685 sh | 16,685 | $12.5M | 1.14% | +1.7% |
| 1325 | Mission Creek Capital Partners#1325 · 16,681 sh | 16,681 | $12.5M | 2.19% | -0.5% |
| 1326 | PITTENGER & ANDERSON#1326 · 16,663 sh | 16,663 | $12.4M | 0.45% | +3.0% |
| 1327 | Lewis Asset Management#1327 · 16,610 sh | 16,610 | $12.4M | — | +0.6% |
| 1328 | OVERSEA-CHINESE BANKING Ltd#1328 · 16,582 sh | 16,582 | $12.4M | 0.27% | +1.2% |
| 1329 | Old North State#1329 · 16,567 sh | 16,567 | $12.4M | 6.36% | -0.6% |
| 1330 | FAS Wealth Partners#1330 · 16,508 sh | 16,508 | $12.3M | 0.64% | +0.5% |
| 1331 | Second Half Financial Partners#1331 · 16,496 sh | 16,496 | $12.3M | 5.05% | -8.2% |
| 1332 | Lifeworks Advisors#1332 · 16,490 sh | 16,490 | $12.3M | 1.29% | +52.8% |
| 1333 | FIRST FOUNDATION ADVISORS#1333 · 16,489 sh | 16,489 | $12.3M | 0.44% | +5.6% |
| 1334 | GODSEY & GIBB#1334 · 16,410 sh | 16,410 | $12.3M | — | -0.2% |
| 1335 | Peak Asset Management#1335 · 16,349 sh | 16,349 | $12.2M | 1.79% | +0.3% |
| 1336 | Plancorp#1336 · 16,287 sh | 16,287 | $12.2M | 0.30% | -6.4% |
| 1337 | COMPASS CAPITAL /MA#1337 · 15,660 sh | 15,660 | $12.1M | 3.94% | -4.6% |
| 1338 | NORDEN GROUP#1338 · 16,222 sh | 16,222 | $12.1M | — | +1.4% |
| 1339 | Mount Capital Ltd#1339 · 16,200 sh | 16,200 | $12.1M | 4.57% | 0.0% |
| 1340 | Spears Abacus Advisors#1340 · 16,198 sh | 16,198 | $12.1M | 0.22% | -2.6% |
| 1341 | Westfuller Advisors#1341 · 16,094 sh | 16,094 | $12.0M | 4.39% | +435.2% |
| 1342 | LAZARD ASSET MANAGEMENT#1342 · 16,081 sh | 16,081 | $12.0M | 0.02% | +57.7% |
| 1343 | WEALTH ALLIANCE#1343 · 16,042 sh | 16,042 | $12.0M | 1.00% | +8.3% |
| 1344 | BERKSHIRE ASSET MANAGEMENT#1344 · 16,036 sh | 16,036 | $12.0M | 0.47% | -6.1% |
| 1345 | PLANNING ALTERNATIVES LTD#1345 · 16,006 sh | 16,006 | $12.0M | 1.28% | -2.2% |
| 1346 | Advisory Alpha#1346 · 15,953 sh | 15,953 | $11.9M | 0.29% | -15.1% |
| 1347 | Main Street Financial Solutions#1347 · 15,935 sh | 15,935 | $11.9M | 0.76% | +7.6% |
| 1348 | Keating Financial Advisory Services#1348 · 15,932 sh | 15,932 | $11.9M | 1.57% | -0.1% |
| 1349 | Accent Capital Management#1349 · 15,869 sh | 15,869 | $11.9M | 5.13% | +484.3% |
| 1350 | Fisher Asset Management#1350 · 15,902 sh | 15,902 | $11.9M | <0.01% | -4.5% |
| 1351 | Cambria Investment Management, L.P.#1351 · 15,900 sh | 15,900 | $11.9M | 0.59% | +10.6% |
| 1352 | GREENWOOD GEARHART#1352 · 15,888 sh | 15,888 | $11.9M | 0.55% | -1.4% |
| 1353 | Abound Wealth Management#1353 · 15,868 sh | 15,868 | $11.8M | — | +1.3% |
| 1354 | CMG Global#1354 · 15,854 sh | 15,854 | $11.8M | — | +0.4% |
| 1355 | Darrow Company#1355 · 15,830 sh | 15,830 | $11.8M | — | +4.3% |
| 1356 | VisionPoint Advisory Group#1356 · 15,785 sh | 15,785 | $11.8M | — | -8.7% |
| 1357 | Perfromance Wealth Partners#1357 · 15,785 sh | 15,785 | $11.8M | 0.29% | -1.3% |
| 1358 | CGN Advisors#1358 · 15,781 sh | 15,781 | $11.8M | — | -0.9% |
| 1359 | Operose Advisors#1359 · 15,759 sh | 15,759 | $11.8M | 2.27% | New |
| 1360 | Frazier Financial Advisors#1360 · 15,750 sh | 15,750 | $11.8M | 5.94% | -6.7% |
| 1361 | Paragon Private Wealth Management#1361 · 15,749 sh | 15,749 | $11.8M | — | +366.9% |
| 1362 | Roundview Capital#1362 · 15,738 sh | 15,738 | $11.8M | 0.64% | +4.1% |
| 1363 | Next Level Private#1363 · 15,705 sh | 15,705 | $11.7M | — | -1.6% |
| 1364 | Virtus Wealth Solutions#1364 · 15,691 sh | 15,691 | $11.7M | 1.59% | -21.0% |
| 1365 | SEAVIEW INVESTMENT MANAGERS#1365 · 15,635 sh | 15,635 | $11.7M | 3.49% | +4.7% |
| 1366 | ZEVIN ASSET MANAGEMENT#1366 · 15,632 sh | 15,632 | $11.7M | 1.64% | -12.2% |
| 1367 | Port Capital#1367 · 15,626 sh | 15,626 | $11.7M | 0.48% | +37.6% |
| 1368 | Keystone Wealth Services#1368 · 15,615 sh | 15,615 | $11.7M | 2.17% | -2.5% |
| 1369 | Empirical Asset Management#1369 · 15,611 sh | 15,611 | $11.7M | 2.63% | -18.4% |
| 1370 | SIGMA INVESTMENT COUNSELORS#1370 · 15,600 sh | 15,600 | $11.6M | 0.57% | -2.1% |
| 1371 | Atlas Legacy Advisors#1371 · 15,593 sh | 15,593 | $11.6M | 1.72% | +3.4% |
| 1372 | Founders Financial Alliance#1372 · 15,535 sh | 15,535 | $11.6M | 1.54% | +43.9% |
| 1373 | Cornell Pochily Investment Advisors#1373 · 15,530 sh | 15,530 | $11.6M | — | -8.8% |
| 1374 | Essential Planning#1374 · 15,515 sh | 15,515 | $11.6M | — | +23.4% |
| 1375 | Financial Concepts Unlimited#1375 · 15,504 sh | 15,504 | $11.6M | 9.08% | -2.6% |
| 1376 | International Private Wealth Advisors#1376 · 15,488 sh | 15,488 | $11.6M | 5.95% | +3.1% |
| 1377 | IAMS WEALTH MANAGEMENT#1377 · 15,461 sh | 15,461 | $11.5M | — | -16.9% |
| 1378 | Summit Wealth Partners#1378 · 15,448 sh | 15,448 | $11.5M | 1.64% | +0.1% |
| 1379 | Smithfield#1379 · 15,430 sh | 15,430 | $11.5M | 0.46% | +53.5% |
| 1380 | Strategic Wealth Advisors#1380 · 16,874 sh | 16,874 | $11.5M | 9.84% | +0.7% |
| 1381 | Forum Financial Management#1381 · 15,382 sh | 15,382 | $11.5M | — | -2.3% |
| 1382 | St. Johns Investment Management Company#1382 · 15,315 sh | 15,315 | $11.4M | 4.33% | -1.0% |
| 1383 | TCI Wealth Advisors#1383 · 15,297 sh | 15,297 | $11.4M | 0.49% | -0.4% |
| 1384 | Ackerman Asset Management#1384 · 15,235 sh | 15,235 | $11.4M | 6.83% | -0.7% |
| 1385 | GEM Asset Management#1385 · 15,188 sh | 15,188 | $11.3M | — | -32.8% |
| 1386 | Pasadena Private Wealth#1386 · 15,180 sh | 15,180 | $11.3M | 1.44% | -0.5% |
| 1387 | Glassman Wealth Services#1387 · 15,179 sh | 15,179 | $11.3M | 1.36% | +14.7% |
| 1388 | ASL Financial#1388 · 15,172 sh | 15,172 | $11.3M | — | -1.2% |
| 1389 | Invesco Ltd.#1389 · 15,157 sh | 15,157 | $11.3M | <0.01% | +3.3% |
| 1390 | Bolthouse Investments#1390 · 15,116 sh | 15,116 | $11.3M | 9.15% | +2.8% |
| 1391 | Global Asset Management#1391 · 15,032 sh | 15,032 | $11.2M | — | +0.1% |
| 1392 | OF VERMONT#1392 · 15,026 sh | 15,026 | $11.2M | — | — |
| 1393 | COHEN & STEERS#1393 · 15,000 sh | 15,000 | $11.2M | 0.02% | +500.0% |
| 1394 | Harvey Partners#1394 · 15,000 sh | 15,000 | $11.2M | 0.77% | +15.4% |
| 1395 | Wilmar Advisors#1395 · 15,000 sh | 15,000 | $11.2M | 8.11% | 0.0% |
| 1396 | Community Bank, N.A.#1396 · 14,997 sh | 14,997 | $11.2M | 1.21% | -0.8% |
| 1397 | Cordatus Wealth Management#1397 · 14,969 sh | 14,969 | $11.2M | — | +98.3% |
| 1398 | Valmark Advisers#1398 · 14,944 sh | 14,944 | $11.2M | 0.12% | -5.1% |
| 1399 | Ayrshire Capital Management#1399 · 14,938 sh | 14,938 | $11.2M | — | +458.8% |
| 1400 | Smith & Howard Wealth Management#1400 · 14,931 sh | 14,931 | $11.2M | — | -47.8% |
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.