SPDR S&P 500 ETF TRUST (SPY) — Institutional Holders, Q2 2026 (page 15)

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 1,401 to 1,500. 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 1,401–1,500 of 4,689

Institutional investors reporting a position in SPDR S&P 500 ETF TRUST on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
Impact Partnership Wealth#1401 · 14,923 sh$11.1M-39.6%
Equity Wealth Partners#1402 · 14,920 sh$11.1M-4.5%
Triumph Capital Management#1403 · 14,859 sh$11.1M-5.4%
Bay Colony Advisory Group, d/b/a Bay Colony Advisors#1404 · 14,855 sh$11.1M-2.1%
Jupiter Wealth Management#1405 · 14,852 sh$11.1M+1.0%
FORMULATE FINANCIAL#1406 · 14,830 sh$11.1M+3.0%
Goelzer Investment Management#1407 · 14,827 sh$11.1M-5.4%
XY Planning Network#1408 · 14,805 sh$11.1M+1.0%
INGALLS & SNYDER#1409 · 14,791 sh$11.0M-40.8%
GQG Partners#1410 · 14,777 sh$11.0M+57.5%
Westmount Partners#1411 · 14,760 sh$11.0M+10.4%
Krilogy Financial#1412 · 14,745 sh$11.0M-5.2%
Cordant#1413 · 14,742 sh$11.0M-1.8%
TOP Private Wealth#1414 · 14,733 sh$11.0M—
Elyxium Wealth#1415 · 14,684 sh$11.0M+26.5%
Coppell Advisory Solutions#1416 · 19,884 sh$11.0MNew
GenWealth Group#1417 · 14,669 sh$11.0M-1.2%
TruNorth Capital Management#1418 · 14,659 sh$10.9M+41.7%
Pinnacle Financial Group, / IL#1419 · 14,648 sh$10.9M+2.2%
Nelson Capital Management#1420 · 14,592 sh$10.9M-1.1%
Towercrest Capital Management#1421 · 14,586 sh$10.9M+2.9%
State of Alaska, Department of Revenue#1422 · 14,564 sh$10.9M-11.2%
Warwick Investment Management#1423 · 14,539 sh$10.9M-3.3%
First American Bank#1424 · 14,453 sh$10.8M-0.5%
Etesian Wealth Advisors#1425 · 14,375 sh$10.7M-0.4%
Woodline Partners#1426 · 14,361 sh$10.7MNew
ROMAN BUTLER FULLERTON#1427 · 14,310 sh$10.7M+5.4%
Foster Victor Wealth Advisors#1428 · 14,258 sh$10.7M-38.3%
VISION FINANCIAL MARKETS#1429 · 14,325 sh$10.7M+0.7%
QRG CAPITAL MANAGEMENT#1430 · 14,317 sh$10.7M+30.9%
NLB Skladi, upravljanje premozenja, d.o.o.#1431 · 14,303 sh$10.7M+4.6%
Citizens Business Bank#1432 · 14,300 sh$10.7M+1.5%
Quadrant Private Wealth Management#1433 · 14,245 sh$10.7M-1.1%
MACROVIEW INVESTMENT MANAGEMENT#1434 · 14,277 sh$10.7M+7.4%
Legacy#1435 · 14,247 sh$10.6M+1.8%
Avantax Planning Partners#1436 · 14,244 sh$10.6M-1.0%
Industrial Alliance Investment Management#1437 · 14,237 sh$10.6M-3.4%
Clark Capital Management Group#1438 · 14,232 sh$10.6M+17.9%
Van Cleef Asset Management#1439 · 14,216 sh$10.6M-0.2%
Ruggiero Investments#1440 · 14,192 sh$10.6M+9.9%
Hoxton Planning & Management#1441 · 14,167 sh$10.6M-4.0%
Rehmann Capital Advisory Group#1442 · 14,119 sh$10.5M+1.9%
Ascent Wealth Partners#1443 · 14,094 sh$10.5M-6.9%
ATLAS CAPITAL ADVISORS#1444 · 14,090 sh$10.5M+14.5%
Helen Stephens Group#1445 · 14,048 sh$10.5M+0.1%
BAR HARBOR WEALTH MANAGEMENT#1446 · 14,062 sh$10.5M+10.4%
Banque Cantonale Vaudoise#1447 · 13,986 sh$10.4M-10.0%
BEACON ADVISORS#1448 · 13,909 sh$10.4M-3.7%
BFSG#1449 · 13,876 sh$10.4M0.0%
Schrum Private Wealth Management#1450 · 18,735 sh$10.3M-6.0%
Columbia Asset Management#1451 · 13,834 sh$10.3M-2.3%
URS Advisory#1452 · 13,817 sh$10.3M+7.3%
Hartree Partners#1453 · 13,760 sh$10.3M+3.0%
Plum Street Advisors#1454 · 13,741 sh$10.3M-5.8%
JTC Employer Solutions Trusteee Ltd#1455 · 13,732 sh$10.3M-0.7%
PALLADIEM#1456 · 13,725 sh$10.2M-2.9%
Michels Family Financial#1457 · 13,703 sh$10.2M+3.2%
WADDELL & ASSOCIATES#1458 · 13,680 sh$10.2M-1.7%
Amplius Wealth Advisors#1459 · 13,662 sh$10.2M+32.6%
WASHINGTON CAPITAL MANAGEMENT#1460 · 13,651 sh$10.2M-0.1%
Frisco Financial Planning#1461 · 13,650 sh$10.2M+0.2%
Bridgelight Financial Advisors#1462 · 13,643 sh$10.2M-20.3%
Hedeker Wealth#1463 · 13,605 sh$10.2M-3.4%
Autumn Glory Partners#1464 · 13,589 sh$10.1M+9.6%
Independent Advisor Alliance#1465 · 13,562 sh$10.1M-94.5%
AlphaStar Capital Management#1466 · 13,528 sh$10.1M+5.2%
Sunflower Bank, N.A.#1467 · 13,528 sh$10.1M-38.0%
Bedminster#1468 · 13,436 sh$10.0M-5.3%
Kesler, Norman & Wride#1469 · 13,417 sh$10.0M+0.5%
First Washington#1470 · 13,376 sh$10.0M-1.5%
Madrid Financial Services#1471 · 13,369 sh$10.0M+8.9%
Cypress Capital#1472 · 13,308 sh$9.9M-0.6%
Calamos Advisors#1473 · 13,308 sh$9.9M-98.1%
Boston Partners#1474 · 13,805 sh$9.9M+1.2%
Ignite Planners#1475 · 13,272 sh$9.9M+3.4%
SeaCrest Wealth Management#1476 · 13,247 sh$9.9M-10.6%
PHILLIPS FINANCIAL MANAGEMENT#1477 · 13,220 sh$9.9M-1.7%
COZAD ASSET MANAGEMENT#1478 · 13,200 sh$9.9M-1.7%
CARRET ASSET MANAGEMENT#1479 · 13,159 sh$9.8M+0.4%
NBT BANK N A#1480 · 13,145 sh$9.8M-1.8%
Triad Wealth Partners#1481 · 12,909 sh$9.8M-15.1%
SMART Wealth#1482 · 13,093 sh$9.8M+942.4%
Madison Park Capital Advisors#1483 · 13,068 sh$9.8M+1.6%
HERBST GROUP#1484 · 13,015 sh$9.7M-1.7%
Key Client Fiduciary Advisors#1485 · 12,975 sh$9.7M+4.7%
NEW WAVE WEALTH ADVISORS#1486 · 12,938 sh$9.7M-12.6%
Cove Private Wealth#1487 · 12,958 sh$9.7M+23.4%
waypoint wealth counsel#1488 · 12,938 sh$9.7M-5.8%
HARBOR INVESTMENT ADVISORY#1489 · 12,914 sh$9.6M+0.6%
CHANNEL WEALTH#1490 · 12,902 sh$9.6M-6.4%
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT#1491 · 12,900 sh$9.6M+1.6%
Nemes Rush Group#1492 · 12,884 sh$9.6M+1.3%
One River Asset Management#1493 · 12,856 sh$9.6MNew
WBH ADVISORY#1494 · 12,822 sh$9.6M-1.1%
FreeGulliver#1495 · 12,791 sh$9.6M+38.6%
Certified Advisory#1496 · 12,749 sh$9.5M-2.2%
High Probability Advisors#1497 · 12,724 sh$9.5M0.0%
Latko Wealth Management, Ltd.#1498 · 12,720 sh$9.5M-1.0%
First City Capital Management#1499 · 12,713 sh$9.5M-1.5%
FARMERS & MERCHANTS INVESTMENTS#1500 · 12,691 sh$9.5M+1.3%

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.