SPDR S&P 500 ETF TRUST (SPY) — Institutional Holders, Q2 2026 (page 16)
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 1,501 to 1,600. 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 1,501–1,600 of 4,689
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1501 | Covenant Asset Management#1501 · 12,690 sh | 12,690 | $9.5M | — | +1.7% |
| 1502 | WEST BANCORPORATION#1502 · 12,676 sh | 12,676 | $9.5M | 4.05% | 0.0% |
| 1503 | Montis Financial#1503 · 12,666 sh | 12,666 | $9.5M | 1.93% | -1.9% |
| 1504 | LexAurum Advisors#1504 · 12,662 sh | 12,662 | $9.5M | — | +368.1% |
| 1505 | Petros Family Wealth#1505 · 12,662 sh | 12,662 | $9.5M | 5.78% | +2.0% |
| 1506 | Annex Advisory Services#1506 · 12,658 sh | 12,658 | $9.5M | — | +4.4% |
| 1507 | LAUREL OAK WEALTH MANAGEMENT#1507 · 12,630 sh | 12,630 | $9.4M | — | -2.6% |
| 1508 | ZWJ INVESTMENT COUNSEL#1508 · 12,623 sh | 12,623 | $9.4M | — | -2.3% |
| 1509 | Brightwater Advisory#1509 · 12,609 sh | 12,609 | $9.4M | 5.95% | -0.5% |
| 1510 | Genesee Capital Advisors#1510 · 12,604 sh | 12,604 | $9.4M | — | +26.1% |
| 1511 | F/m Investments#1511 · 12,571 sh | 12,571 | $9.4M | 0.48% | +4.9% |
| 1512 | American#1512 · 12,548 sh | 12,548 | $9.4M | 0.72% | +4.7% |
| 1513 | One Day In July#1513 · 12,545 sh | 12,545 | $9.4M | 0.65% | +0.3% |
| 1514 | Corundum Group#1514 · 12,537 sh | 12,537 | $9.4M | 2.78% | +1.2% |
| 1515 | BURNS J W#1515 · 12,537 sh | 12,537 | $9.4M | — | +0.6% |
| 1516 | Successful Portfolios#1516 · 12,403 sh | 12,403 | $9.3M | — | -0.9% |
| 1517 | Topsail Wealth Management#1517 · 12,510 sh | 12,510 | $9.3M | 1.19% | 0.0% |
| 1518 | CAPITAL WEALTH MANAGEMENT#1518 · 12,508 sh | 12,508 | $9.3M | 2.25% | -0.5% |
| 1519 | MassMutual Private Wealth & , FSB#1519 · 12,506 sh | 12,506 | $9.3M | — | -8.6% |
| 1520 | GWN SECURITIES#1520 · 12,501 sh | 12,501 | $9.3M | 1.56% | +1.2% |
| 1521 | NAPLES GLOBAL ADVISORS#1521 · 12,436 sh | 12,436 | $9.3M | 0.57% | +4.4% |
| 1522 | Innova Wealth Partners#1522 · 12,466 sh | 12,466 | $9.3M | — | +111.3% |
| 1523 | Redwood Park Advisors#1523 · 12,461 sh | 12,461 | $9.3M | 6.11% | +0.6% |
| 1524 | HILLMAN#1524 · 12,439 sh | 12,439 | $9.3M | 3.29% | +182.0% |
| 1525 | SURIENCE PRIVATE WEALTH#1525 · 12,435 sh | 12,435 | $9.3M | — | +1.8% |
| 1526 | COLLECTIVE FAMILY OFFICE#1526 · 12,432 sh | 12,432 | $9.3M | — | -3.5% |
| 1527 | SSA SWISS ADVISORS AG#1527 · 12,425 sh | 12,425 | $9.3M | 3.48% | +3.6% |
| 1528 | Peregrine Asset Advisers#1528 · 12,396 sh | 12,396 | $9.3M | 2.01% | +4.1% |
| 1529 | KANAWHA CAPITAL MANAGEMENT#1529 · 12,344 sh | 12,344 | $9.2M | — | -0.3% |
| 1530 | Morton Capital Management#1530 · 12,336 sh | 12,336 | $9.2M | — | +12.7% |
| 1531 | Invst#1531 · 12,299 sh | 12,299 | $9.2M | 0.90% | +31.5% |
| 1532 | SUMMIT WEALTH & RETIREMENT PLANNING#1532 · 12,286 sh | 12,286 | $9.2M | 1.94% | -0.7% |
| 1533 | PACIFIC FINANCIAL GROUP#1533 · 12,223 sh | 12,223 | $9.1M | 4.38% | -15.7% |
| 1534 | Cassaday & Wealth Management#1534 · 12,221 sh | 12,221 | $9.1M | — | +2.9% |
| 1535 | OLD SECOND NATIONAL BANK OF AURORA#1535 · 12,200 sh | 12,200 | $9.1M | — | -1.5% |
| 1536 | LOWERY THOMAS#1536 · 12,193 sh | 12,193 | $9.1M | 4.45% | -5.1% |
| 1537 | Iron Financial#1537 · 12,191 sh | 12,191 | $9.1M | — | -5.9% |
| 1538 | OmniStar Financial Group#1538 · 12,173 sh | 12,173 | $9.1M | — | +3.6% |
| 1539 | Cerro Pacific Wealth Advisors#1539 · 12,152 sh | 12,152 | $9.1M | — | -1.0% |
| 1540 | JACKSON SQUARE CAPITAL#1540 · 12,118 sh | 12,118 | $9.0M | — | -1.9% |
| 1541 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#1541 · 12,112 sh | 12,112 | $9.0M | — | +1.3% |
| 1542 | Legacy Wealth Partners#1542 · 12,085 sh | 12,085 | $9.0M | — | +24.8% |
| 1543 | Excelsior Advisor Network#1543 · 12,074 sh | 12,074 | $9.0M | 1.19% | +32.6% |
| 1544 | Paragon Capital Management Ltd#1544 · 12,067 sh | 12,067 | $9.0M | — | -1.7% |
| 1545 | Coastwise Capital Group#1545 · 11,984 sh | 11,984 | $8.9M | 5.20% | +2.3% |
| 1546 | Aspire Capital Advisors#1546 · 11,960 sh | 11,960 | $8.9M | 1.74% | -0.6% |
| 1547 | M.D. Sass#1547 · 11,940 sh | 11,940 | $8.9M | 0.58% | +4.4% |
| 1548 | PRIVATE CLIENT SERVICES#1548 · 11,934 sh | 11,934 | $8.9M | — | -12.8% |
| 1549 | Joseph P. Lucia & Associates#1549 · 11,909 sh | 11,909 | $8.9M | 2.68% | +1.1% |
| 1550 | Cannon Advisors#1550 · 11,843 sh | 11,843 | $8.9M | — | -13.8% |
| 1551 | Guardian Partners#1551 · 11,910 sh | 11,910 | $8.9M | — | -1.1% |
| 1552 | Prime Buchholz#1552 · 11,909 sh | 11,909 | $8.9M | 3.21% | New |
| 1553 | VOYA INVESTMENT MANAGEMENT#1553 · 11,903 sh | 11,903 | $8.9M | <0.01% | -20.1% |
| 1554 | Pinnacle Wealth Planning Services#1554 · 11,904 sh | 11,904 | $8.9M | — | +4.9% |
| 1555 | Sage Capital Management#1555 · 11,867 sh | 11,867 | $8.9M | — | +1.6% |
| 1556 | ABNER HERRMAN & BROCK#1556 · 11,874 sh | 11,874 | $8.9M | — | -6.3% |
| 1557 | Tempus Wealth Planning#1557 · 11,871 sh | 11,871 | $8.9M | — | +12.4% |
| 1558 | Clare Market Investments#1558 · 11,846 sh | 11,846 | $8.8M | 1.61% | +17.6% |
| 1559 | DBK Financial Counsel#1559 · 11,829 sh | 11,829 | $8.8M | — | 0.0% |
| 1560 | Centennial Bank#1560 · 11,795 sh | 11,795 | $8.8M | 2.83% | +3.4% |
| 1561 | Intrua Financial#1561 · 11,773 sh | 11,773 | $8.8M | 0.81% | -10.7% |
| 1562 | Pictet & Cie (Europe) SA#1562 · 11,757 sh | 11,757 | $8.8M | — | -57.0% |
| 1563 | Providence Financial Advisors#1563 · 11,750 sh | 11,750 | $8.8M | 4.99% | -1.2% |
| 1564 | Markin Asset Management#1564 · 11,738 sh | 11,738 | $8.8M | 7.50% | +77.8% |
| 1565 | WealthPlan Investment Management#1565 · 11,687 sh | 11,687 | $8.7M | — | -5.9% |
| 1566 | Lexington Hill Partners#1566 · 11,684 sh | 11,684 | $8.7M | — | -9.2% |
| 1567 | Audent Global Asset Management#1567 · 11,621 sh | 11,621 | $8.7M | 9.71% | -14.1% |
| 1568 | Fortress Wealth Group#1568 · 11,773 sh | 11,773 | $8.7M | 3.02% | +0.1% |
| 1569 | Pinnacle Bancorp#1569 · 11,607 sh | 11,607 | $8.7M | — | +23.0% |
| 1570 | Sitrin Capital Management#1570 · 11,555 sh | 11,555 | $8.7M | — | -5.0% |
| 1571 | Stronghold Wealth Management L.L.C.#1571 · 11,561 sh | 11,561 | $8.6M | — | +1.0% |
| 1572 | Wealth High Governance Asset Management Ltda.#1572 · 11,542 sh | 11,542 | $8.6M | 0.92% | New |
| 1573 | Bragg Financial Advisors#1573 · 11,465 sh | 11,465 | $8.6M | 0.23% | +1.1% |
| 1574 | TRIGLAV SKLADI, D.O.O.#1574 · 11,465 sh | 11,465 | $8.6M | 0.45% | +0.8% |
| 1575 | Rossby Financial, LCC#1575 · 11,454 sh | 11,454 | $8.6M | 1.56% | -1.1% |
| 1576 | ArchPoint Investors#1576 · 11,386 sh | 11,386 | $8.5M | 1.80% | -2.1% |
| 1577 | London & Capital Asset Management Ltd#1577 · 11,329 sh | 11,329 | $8.5M | 0.08% | +23.0% |
| 1578 | Alta Wealth Advisors#1578 · 11,292 sh | 11,292 | $8.4M | 2.29% | +2.4% |
| 1579 | Linscomb Wealth#1579 · 11,264 sh | 11,264 | $8.4M | 0.36% | -2.5% |
| 1580 | Checchi Capital Advisers#1580 · 11,250 sh | 11,250 | $8.4M | 0.38% | +5.9% |
| 1581 | TWIN PEAKS WEALTH ADVISORS#1581 · 11,241 sh | 11,241 | $8.4M | 1.90% | +37.3% |
| 1582 | Reyes Financial Architecture#1582 · 11,228 sh | 11,228 | $8.4M | — | New |
| 1583 | BTC Capital Management#1583 · 11,227 sh | 11,227 | $8.4M | 0.51% | 0.0% |
| 1584 | CYPRESS FINANCIAL PLANNING#1584 · 11,207 sh | 11,207 | $8.4M | — | +5.9% |
| 1585 | Schneider Downs Wealth Management Advisors#1585 · 11,195 sh | 11,195 | $8.4M | — | -1.3% |
| 1586 | Ameliora Wealth Management Ltd.#1586 · 11,184 sh | 11,184 | $8.4M | — | -4.4% |
| 1587 | MARKET STREET WEALTH MANAGEMENT ADVISORS#1587 · 11,180 sh | 11,180 | $8.3M | — | 0.0% |
| 1588 | Colony Family Offices#1588 · 11,091 sh | 11,091 | $8.3M | — | +9.0% |
| 1589 | MRWM Advisors#1589 · 11,118 sh | 11,118 | $8.3M | 3.41% | +2.4% |
| 1590 | Daybright Advisory Services#1590 · 11,112 sh | 11,112 | $8.3M | 1.98% | +2.3% |
| 1591 | COMPASS FINANCIAL MANAGEMENT#1591 · 10,800 sh | 10,800 | $8.3M | 1.00% | — |
| 1592 | Blue Fin Capital#1592 · 11,086 sh | 11,086 | $8.3M | 1.20% | -5.9% |
| 1593 | CORNERSTONE ADVISORS ASSET MANAGEMENT#1593 · 11,061 sh | 11,061 | $8.3M | 1.08% | -3.4% |
| 1594 | HOWE & RUSLING#1594 · 11,055 sh | 11,055 | $8.3M | 0.48% | +0.5% |
| 1595 | USAdvisors Wealth Management#1595 · 11,052 sh | 11,052 | $8.3M | — | +8.7% |
| 1596 | AVITY INVESTMENT MANAGEMENT#1596 · 11,049 sh | 11,049 | $8.3M | — | +1.7% |
| 1597 | Tandem Investment Partners#1597 · 11,028 sh | 11,028 | $8.2M | — | -4.7% |
| 1598 | INTACT INVESTMENT MANAGEMENT#1598 · 10,985 sh | 10,985 | $8.2M | 0.23% | 0.0% |
| 1599 | SYON CAPITAL#1599 · 10,977 sh | 10,977 | $8.2M | 0.36% | -0.1% |
| 1600 | Summa#1600 · 10,966 sh | 10,966 | $8.2M | 2.57% | -0.2% |
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.