SPDR S&P 500 ETF TRUST (SPY) — Institutional Holders, Q2 2026 (page 18)
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 1,701 to 1,800. 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 1,701–1,800 of 4,689
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1701 | HCR Wealth Advisors#1701 · 9,561 sh | 9,561 | $7.1M | — | -3.6% |
| 1702 | Murphy, Middleton, Hinkle & Parker#1702 · 9,495 sh | 9,495 | $7.1M | — | -0.1% |
| 1703 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#1703 · 9,455 sh | 9,455 | $7.1M | 0.02% | -3.9% |
| 1704 | Fogel Capital Management#1704 · 9,453 sh | 9,453 | $7.1M | 2.84% | +4.6% |
| 1705 | Orca Investment Management#1705 · 9,437 sh | 9,437 | $7.0M | 5.12% | -1.4% |
| 1706 | GAMMA Investing#1706 · 9,435 sh | 9,435 | $7.0M | — | -2.0% |
| 1707 | GSG Advisors#1707 · 9,433 sh | 9,433 | $7.0M | 1.55% | +0.1% |
| 1708 | Allegheny Financial Group LTD#1708 · 9,430 sh | 9,430 | $7.0M | 0.75% | +0.5% |
| 1709 | Nautilus Advisors#1709 · 9,315 sh | 9,315 | $7.0M | — | -0.7% |
| 1710 | Garden State Investment Advisory Services#1710 · 9,408 sh | 9,408 | $7.0M | 1.27% | +1.6% |
| 1711 | Aegis Wealth Management#1711 · 9,407 sh | 9,407 | $7.0M | 3.30% | -20.8% |
| 1712 | IBEX WEALTH ADVISORS#1712 · 9,380 sh | 9,380 | $7.0M | 0.55% | -14.6% |
| 1713 | HORAN Wealth#1713 · 9,368 sh | 9,368 | $7.0M | 0.57% | +0.3% |
| 1714 | Solano Wealth Investment Advisors#1714 · 9,367 sh | 9,367 | $7.0M | 3.18% | -0.3% |
| 1715 | CVFG#1715 · 9,344 sh | 9,344 | $7.0M | 0.73% | -14.3% |
| 1716 | MORRIS FINANCIAL CONCEPTS#1716 · 9,341 sh | 9,341 | $7.0M | 2.14% | +0.9% |
| 1717 | CAMELOT TECHNOLOGY ADVISORS#1717 · 9,326 sh | 9,326 | $7.0M | — | -18.4% |
| 1718 | Trivium Point Advisory#1718 · 9,300 sh | 9,300 | $6.9M | 0.63% | +237.1% |
| 1719 | Samalin Investment Counsel#1719 · 9,286 sh | 9,286 | $6.9M | — | +2.1% |
| 1720 | DEFINED WEALTH MANAGEMENT#1720 · 9,285 sh | 9,285 | $6.9M | — | -0.1% |
| 1721 | NDWM#1721 · 9,264 sh | 9,264 | $6.9M | 4.06% | -16.7% |
| 1722 | American Institute for Advanced Investment Management, LLP#1722 · 9,263 sh | 9,263 | $6.9M | 4.00% | -2.6% |
| 1723 | ARKANSAS FINANCIAL GROUP#1723 · 9,232 sh | 9,232 | $6.9M | — | +5.0% |
| 1724 | VISTA CAPITAL PARTNERS#1724 · 9,229 sh | 9,229 | $6.9M | 0.60% | -0.3% |
| 1725 | MARIPAU WEALTH MANAGEMENT#1725 · 9,158 sh | 9,158 | $6.8M | 2.44% | +22.4% |
| 1726 | Oder Investment Management#1726 · 9,135 sh | 9,135 | $6.8M | 4.58% | -2.6% |
| 1727 | BITTERROOT CAPITAL ADVISORS#1727 · 9,134 sh | 9,134 | $6.8M | 4.11% | +2.6% |
| 1728 | Abacus Wealth Partners#1728 · 9,122 sh | 9,122 | $6.8M | 0.72% | -11.3% |
| 1729 | TOWER BRIDGE ADVISORS#1729 · 9,072 sh | 9,072 | $6.8M | 0.61% | +2.2% |
| 1730 | WOODSTOCK#1730 · 9,060 sh | 9,060 | $6.8M | — | -0.2% |
| 1731 | Rossmore Private Capital#1731 · 9,036 sh | 9,036 | $6.8M | — | -1.2% |
| 1732 | LEVIN CAPITAL STRATEGIES, L.P.#1732 · 9,058 sh | 9,058 | $6.8M | 0.45% | 0.0% |
| 1733 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P.#1733 · 9,042 sh | 9,042 | $6.8M | — | +0.7% |
| 1734 | Loudon Investment Management#1734 · 9,042 sh | 9,042 | $6.8M | 3.32% | -2.6% |
| 1735 | Q3 Asset Management#1735 · 9,037 sh | 9,037 | $6.7M | 1.24% | +17.5% |
| 1736 | Maloon Powers Pitre Higgins & Dennehy#1736 · 9,032 sh | 9,032 | $6.7M | 2.32% | — |
| 1737 | Kearns & Associates#1737 · 9,029 sh | 9,029 | $6.7M | — | -3.3% |
| 1738 | RED CEDAR INVESTMENT MANAGEMENT#1738 · 9,025 sh | 9,025 | $6.7M | 0.64% | 0.0% |
| 1739 | PERSONAL CFO SOLUTIONS#1739 · 8,989 sh | 8,989 | $6.7M | 0.97% | -1.9% |
| 1740 | Concorde Asset Management#1740 · 8,976 sh | 8,976 | $6.7M | 3.89% | +2.2% |
| 1741 | Orin Green Financial#1741 · 8,968 sh | 8,968 | $6.7M | — | -1.0% |
| 1742 | Ronald Blue#1742 · 8,951 sh | 8,951 | $6.7M | — | -31.1% |
| 1743 | Acropolis Investment Management#1743 · 8,939 sh | 8,939 | $6.7M | — | -1.3% |
| 1744 | CONFLUENCE INVESTMENT MANAGEMENT#1744 · 8,922 sh | 8,922 | $6.7M | — | -25.2% |
| 1745 | Storen Legacy Partners#1745 · 8,912 sh | 8,912 | $6.7M | 1.81% | +0.7% |
| 1746 | Castle Rock Wealth Management#1746 · 8,922 sh | 8,922 | $6.7M | — | +3.2% |
| 1747 | JDM Financial Group#1747 · 8,888 sh | 8,888 | $6.6M | 2.27% | +0.6% |
| 1748 | Walkner Condon Financial Advisors#1748 · 8,886 sh | 8,886 | $6.6M | 0.76% | -2.4% |
| 1749 | KFA Private Wealth Group#1749 · 8,862 sh | 8,862 | $6.6M | — | -25.2% |
| 1750 | SAGE RHINO CAPITAL#1750 · 8,843 sh | 8,843 | $6.6M | 1.07% | +0.9% |
| 1751 | S.A. Mason#1751 · 8,826 sh | 8,826 | $6.6M | — | +0.2% |
| 1752 | Beta Wealth Group#1752 · 8,808 sh | 8,808 | $6.6M | 2.47% | -0.2% |
| 1753 | Marks Group Wealth Management#1753 · 8,794 sh | 8,794 | $6.6M | 0.57% | -0.4% |
| 1754 | Vision Retirement#1754 · 8,790 sh | 8,790 | $6.6M | 1.59% | +0.5% |
| 1755 | Veracity Capital#1755 · 8,787 sh | 8,787 | $6.6M | — | -7.7% |
| 1756 | AMERICAN NATIONAL BANK#1756 · 8,748 sh | 8,748 | $6.5M | — | -3.1% |
| 1757 | Tradition Wealth Management#1757 · 8,743 sh | 8,743 | $6.5M | 0.40% | +11.1% |
| 1758 | Baker Ellis Asset Management#1758 · 8,742 sh | 8,742 | $6.5M | — | 0.0% |
| 1759 | Goldstone Financial Group#1759 · 8,688 sh | 8,688 | $6.5M | 0.59% | +3.2% |
| 1760 | Quartz Partners#1760 · 8,681 sh | 8,681 | $6.5M | 2.12% | +5.5% |
| 1761 | FOCUSED ALPHA#1761 · 8,676 sh | 8,676 | $6.5M | — | +12.9% |
| 1762 | Curry Webb Wealth Management#1762 · 8,650 sh | 8,650 | $6.5M | — | -8.8% |
| 1763 | Breakwater Investment Management#1763 · 8,632 sh | 8,632 | $6.4M | — | -0.3% |
| 1764 | Marietta Wealth Management#1764 · 8,619 sh | 8,619 | $6.4M | — | -3.8% |
| 1765 | Abel Hall#1765 · 8,614 sh | 8,614 | $6.4M | — | +5.4% |
| 1766 | Aureus Asset Management#1766 · 8,586 sh | 8,586 | $6.4M | 0.39% | -4.2% |
| 1767 | Evernest Financial Advisors#1767 · 8,579 sh | 8,579 | $6.4M | 1.34% | -0.5% |
| 1768 | Sightline Wealth Advisors#1768 · 8,569 sh | 8,569 | $6.4M | — | +0.2% |
| 1769 | Legacy Financial Strategies#1769 · 8,552 sh | 8,552 | $6.4M | — | -0.1% |
| 1770 | Black Diamond Financial#1770 · 8,548 sh | 8,548 | $6.4M | — | +45.4% |
| 1771 | Cape Investment Advisory#1771 · 8,508 sh | 8,508 | $6.4M | — | +5.4% |
| 1772 | BEESE FULMER INVESTMENT MANAGEMENT#1772 · 8,502 sh | 8,502 | $6.3M | — | +2.3% |
| 1773 | Weaver Capital Management#1773 · 9,754 sh | 9,754 | $6.3M | — | 0.0% |
| 1774 | Arrowroot Family Office#1774 · 8,479 sh | 8,479 | $6.3M | 1.81% | -1.4% |
| 1775 | Baron Wealth Management#1775 · 8,466 sh | 8,466 | $6.3M | — | -0.2% |
| 1776 | CREATIVE FINANCIAL DESIGNS#1776 · 8,466 sh | 8,466 | $6.3M | 0.30% | -11.7% |
| 1777 | STEPHEN J. GARRY & ASSOCIATES#1777 · 8,462 sh | 8,462 | $6.3M | 4.61% | -3.0% |
| 1778 | Sierra Capital#1778 · 8,443 sh | 8,443 | $6.3M | 0.61% | +5.3% |
| 1779 | Secure Asset Management#1779 · 8,437 sh | 8,437 | $6.3M | — | -3.5% |
| 1780 | Parkside Investments#1780 · 8,418 sh | 8,418 | $6.3M | — | +27.3% |
| 1781 | Winch Advisory Services#1781 · 8,405 sh | 8,405 | $6.3M | 1.30% | +5.7% |
| 1782 | XML Financial#1782 · 8,396 sh | 8,396 | $6.3M | 0.46% | +4.2% |
| 1783 | TIAA , NATIONAL ASSOCIATION#1783 · 8,380 sh | 8,380 | $6.3M | 0.37% | -1.7% |
| 1784 | Bellwether Advisors#1784 · 8,375 sh | 8,375 | $6.3M | 0.93% | -0.4% |
| 1785 | W ADVISORS#1785 · 8,370 sh | 8,370 | $6.3M | 2.84% | 0.0% |
| 1786 | Omnia Family Wealth#1786 · 8,330 sh | 8,330 | $6.2M | 1.67% | -1.9% |
| 1787 | ForthRight Wealth Management#1787 · 8,342 sh | 8,342 | $6.2M | 1.59% | -0.1% |
| 1788 | Leverty Financial Group#1788 · 8,340 sh | 8,340 | $6.2M | — | -1.7% |
| 1789 | NORTHEAST INVESTMENT MANAGEMENT#1789 · 8,326 sh | 8,326 | $6.2M | 0.23% | +1.5% |
| 1790 | ABSOLUTE CAPITAL MANAGEMENT#1790 · 8,319 sh | 8,319 | $6.2M | — | +3.6% |
| 1791 | CENTRAL VALLEY ADVISORS#1791 · 8,322 sh | 8,322 | $6.2M | — | -3.6% |
| 1792 | Trust Co#1792 · 8,320 sh | 8,320 | $6.2M | — | +6.0% |
| 1793 | Atlas Brown#1793 · 8,316 sh | 8,316 | $6.2M | — | -1.9% |
| 1794 | Journey Advisory Group#1794 · 8,045 sh | 8,045 | $6.2M | 0.47% | -2.6% |
| 1795 | Visionary Wealth Advisors#1795 · 8,308 sh | 8,308 | $6.2M | 0.24% | -4.6% |
| 1796 | GARRISON POINT ADVISORS#1796 · 8,291 sh | 8,291 | $6.2M | 2.51% | 0.0% |
| 1797 | MAIRS & POWER#1797 · 8,279 sh | 8,279 | $6.2M | 0.06% | -69.5% |
| 1798 | BAKER BOYER NATIONAL BANK#1798 · 8,259 sh | 8,259 | $6.2M | 1.69% | 0.0% |
| 1799 | Onyx Bridge Wealth Group#1799 · 8,257 sh | 8,257 | $6.2M | — | -2.1% |
| 1800 | Waycross Investment Management#1800 · 8,247 sh | 8,247 | $6.2M | — | +41.2% |
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.