SPDR S&P 500 ETF TRUST (SPY) — Institutional Holders, Q2 2026 (page 21)
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 2,001 to 2,100. 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 2,001–2,100 of 4,689
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2001 | M3 Advisory Group#2001 · 6,419 sh | 6,419 | $4.8M | 2.49% | +1.2% |
| 2002 | Apollon Financial#2002 · 6,417 sh | 6,417 | $4.8M | — | +0.3% |
| 2003 | McAdam#2003 · 6,410 sh | 6,410 | $4.8M | — | -8.0% |
| 2004 | DUNCKER STREETT#2004 · 6,410 sh | 6,410 | $4.8M | 0.81% | +8.1% |
| 2005 | Insight Wealth Strategies#2005 · 6,414 sh | 6,414 | $4.8M | — | -5.0% |
| 2006 | Argos Wealth Advisors#2006 · 6,388 sh | 6,388 | $4.8M | 1.26% | +20.0% |
| 2007 | MIDLAND WEALTH ADVISORS#2007 · 6,358 sh | 6,358 | $4.7M | — | -0.7% |
| 2008 | Prism Advisors#2008 · 6,355 sh | 6,355 | $4.7M | — | -1.6% |
| 2009 | Essex#2009 · 6,353 sh | 6,353 | $4.7M | — | -0.1% |
| 2010 | Castleview Partners#2010 · 6,348 sh | 6,348 | $4.7M | — | -0.4% |
| 2011 | Evensky & Katz#2011 · 6,345 sh | 6,345 | $4.7M | 0.24% | +19.4% |
| 2012 | Horizon Wealth Management#2012 · 6,343 sh | 6,343 | $4.7M | 0.60% | +1.7% |
| 2013 | Schear Investment Advisers#2013 · 6,342 sh | 6,342 | $4.7M | — | -43.4% |
| 2014 | Consolidated Planning#2014 · 6,337 sh | 6,337 | $4.7M | — | -3.5% |
| 2015 | Drucker Wealth 3.0#2015 · 6,337 sh | 6,337 | $4.7M | 0.75% | -0.2% |
| 2016 | Hemenway#2016 · 6,317 sh | 6,317 | $4.7M | 0.33% | -0.7% |
| 2017 | NORTH STAR ASSET MANAGEMENT#2017 · 6,299 sh | 6,299 | $4.7M | 0.18% | -2.1% |
| 2018 | Thompson David Blair#2018 · 6,298 sh | 6,298 | $4.7M | 2.35% | -7.3% |
| 2019 | INVESTMENT HOUSE#2019 · 6,292 sh | 6,292 | $4.7M | — | New |
| 2020 | Tillman Hartley#2020 · 6,261 sh | 6,261 | $4.7M | 1.05% | 0.0% |
| 2021 | Cooksen Wealth#2021 · 6,255 sh | 6,255 | $4.7M | — | +42.8% |
| 2022 | LIBERTY WEALTH MANAGEMENT#2022 · 7,179 sh | 7,179 | $4.7M | 0.58% | 0.0% |
| 2023 | Councilmark Asset Management#2023 · 6,245 sh | 6,245 | $4.7M | — | 0.0% |
| 2024 | EWA#2024 · 6,243 sh | 6,243 | $4.7M | 0.85% | +0.4% |
| 2025 | SC&H Financial Advisors#2025 · 6,226 sh | 6,226 | $4.6M | — | +0.6% |
| 2026 | REBALANCE#2026 · 6,221 sh | 6,221 | $4.6M | — | -17.6% |
| 2027 | ZRC WEALTH MANAGEMENT#2027 · 6,216 sh | 6,216 | $4.6M | — | -0.2% |
| 2028 | NFP Retirement#2028 · 6,204 sh | 6,204 | $4.6M | 0.25% | +2.7% |
| 2029 | Outlook Wealth Advisors#2029 · 6,215 sh | 6,215 | $4.6M | 1.00% | +9.0% |
| 2030 | Tranquilli Financial Advisor#2030 · 6,206 sh | 6,206 | $4.6M | 2.49% | +13.5% |
| 2031 | DELTEC ASSET MANAGEMENT#2031 · 6,205 sh | 6,205 | $4.6M | — | -0.1% |
| 2032 | Investment Insight Wealth Management#2032 · 6,197 sh | 6,197 | $4.6M | 4.01% | +0.3% |
| 2033 | PRESILIUM PRIVATE WEALTH#2033 · 6,191 sh | 6,191 | $4.6M | — | +778.2% |
| 2034 | Elm Partners Management#2034 · 6,182 sh | 6,182 | $4.6M | 0.14% | -0.2% |
| 2035 | Curbstone Financial Management#2035 · 6,163 sh | 6,163 | $4.6M | — | -2.2% |
| 2036 | WJ Financial Advisors#2036 · 6,154 sh | 6,154 | $4.6M | 3.38% | +1.2% |
| 2037 | F&V Capital Management#2037 · 6,149 sh | 6,149 | $4.6M | — | -1.1% |
| 2038 | Total Clarity Wealth Management#2038 · 6,149 sh | 6,149 | $4.6M | — | -3.1% |
| 2039 | Elwood & Goetz Wealth Advisory Group#2039 · 6,147 sh | 6,147 | $4.6M | 0.68% | +6.8% |
| 2040 | Pullen Investment Management#2040 · 6,143 sh | 6,143 | $4.6M | — | -0.4% |
| 2041 | Resurgent Financial Advisors#2041 · 6,137 sh | 6,137 | $4.6M | 1.27% | -21.8% |
| 2042 | Capital Wealth Alliance#2042 · 6,127 sh | 6,127 | $4.6M | — | 0.0% |
| 2043 | Forza Wealth Management#2043 · 6,121 sh | 6,121 | $4.6M | — | 0.0% |
| 2044 | Prairie Wealth Advisors#2044 · 0 sh | 0 | $4.6M | 1.09% | New |
| 2045 | SUMMITRY#2045 · 6,085 sh | 6,085 | $4.5M | 0.15% | New |
| 2046 | Edge Wealth Management#2046 · 6,078 sh | 6,078 | $4.5M | — | -1.1% |
| 2047 | Smith, Salley & Associates#2047 · 6,075 sh | 6,075 | $4.5M | 0.20% | -25.2% |
| 2048 | LIBERTY SQUARE WEALTH PARTNERS#2048 · 6,063 sh | 6,063 | $4.5M | 1.08% | -5.4% |
| 2049 | Permanens Capital L.P.#2049 · 6,043 sh | 6,043 | $4.5M | 0.47% | -3.0% |
| 2050 | Clearview Wealth Management#2050 · 6,055 sh | 6,055 | $4.5M | — | -0.9% |
| 2051 | JUNCTURE WEALTH STRATEGIES#2051 · 6,048 sh | 6,048 | $4.5M | — | +2.4% |
| 2052 | Anchor Investment Management#2052 · 6,046 sh | 6,046 | $4.5M | 0.34% | -23.9% |
| 2053 | Silvant Capital Management#2053 · 6,045 sh | 6,045 | $4.5M | 0.13% | 0.0% |
| 2054 | Regent Peak Wealth Advisors#2054 · 6,043 sh | 6,043 | $4.5M | — | -32.8% |
| 2055 | SNOWWATER INVESTMENT PARTNERS#2055 · 6,026 sh | 6,026 | $4.5M | 3.12% | 0.0% |
| 2056 | MENORA MIVTACHIM LTD.#2056 · 6,040 sh | 6,040 | $4.5M | 0.02% | 0.0% |
| 2057 | Optivise Advisory Services#2057 · 6,036 sh | 6,036 | $4.5M | — | +1.8% |
| 2058 | ORLEANS CAPITAL MANAGEMENT#2058 · 6,035 sh | 6,035 | $4.5M | 2.33% | 0.0% |
| 2059 | Fielder Capital Group#2059 · 6,028 sh | 6,028 | $4.5M | 0.97% | +16.1% |
| 2060 | Opal Wealth Advisors#2060 · 6,026 sh | 6,026 | $4.5M | — | +12.0% |
| 2061 | Smith Asset Management#2061 · 6,014 sh | 6,014 | $4.5M | — | +0.6% |
| 2062 | Verum Partners#2062 · 6,013 sh | 6,013 | $4.5M | — | +10.9% |
| 2063 | BRIDGES INVESTMENT MANAGEMENT#2063 · 6,009 sh | 6,009 | $4.5M | 0.05% | -43.8% |
| 2064 | CHARTER RESEARCH & INVESTMENT GROUP#2064 · 6,007 sh | 6,007 | $4.5M | 2.72% | -0.6% |
| 2065 | Spinnaker Investment Group#2065 · 6,004 sh | 6,004 | $4.5M | — | +76.8% |
| 2066 | FISCHER INVESTMENT STRATEGIES#2066 · 6,001 sh | 6,001 | $4.5M | 2.14% | -17.3% |
| 2067 | CMT Capital Markets Trading GmbH#2067 · 5,997 sh | 5,997 | $4.5M | 0.04% | -27.0% |
| 2068 | Cornerstone Advisory#2068 · 5,988 sh | 5,988 | $4.5M | 0.37% | +2.8% |
| 2069 | Affiance Financial#2069 · 5,966 sh | 5,966 | $4.5M | — | -2.7% |
| 2070 | FIRST NATIONAL BANK SIOUX FALLS#2070 · 6,346 sh | 6,346 | $4.5M | — | 0.0% |
| 2071 | Summit Financial Wealth Advisors#2071 · 5,961 sh | 5,961 | $4.5M | — | +1.2% |
| 2072 | Kathmere Capital Management#2072 · 5,943 sh | 5,943 | $4.4M | — | +3.1% |
| 2073 | LOM Asset Management Ltd#2073 · 5,939 sh | 5,939 | $4.4M | 1.15% | +0.5% |
| 2074 | CWS Financial Advisors#2074 · 5,928 sh | 5,928 | $4.4M | — | +0.3% |
| 2075 | Prosperity Planning#2075 · 5,927 sh | 5,927 | $4.4M | — | -2.8% |
| 2076 | Kohlberg Kravis Roberts & L.P.#2076 · 5,920 sh | 5,920 | $4.4M | 0.08% | New |
| 2077 | Kelman-Lazarov#2077 · 5,917 sh | 5,917 | $4.4M | 0.58% | -0.1% |
| 2078 | Weaver Consulting Group#2078 · 5,915 sh | 5,915 | $4.4M | — | +2.5% |
| 2079 | Costello Asset Management#2079 · 5,913 sh | 5,913 | $4.4M | 1.32% | +60.4% |
| 2080 | Sterling Capital Management#2080 · 5,910 sh | 5,910 | $4.4M | — | 0.0% |
| 2081 | GW HENSSLER & ASSOCIATES LTD#2081 · 5,894 sh | 5,894 | $4.4M | — | +5.7% |
| 2082 | Climber Capital SA#2082 · 5,900 sh | 5,900 | $4.4M | — | +10.3% |
| 2083 | FIRST UNITED BANK#2083 · 5,864 sh | 5,864 | $4.4M | — | -2.6% |
| 2084 | Jones Kertz & Associates#2084 · 5,863 sh | 5,863 | $4.4M | 2.02% | -3.2% |
| 2085 | Interchange Capital Partners#2085 · 5,859 sh | 5,859 | $4.4M | 0.82% | -2.5% |
| 2086 | RETIREMENT GUYS FORMULA#2086 · 5,858 sh | 5,858 | $4.4M | — | +3.1% |
| 2087 | Horizon Investment Services#2087 · 5,837 sh | 5,837 | $4.4M | 1.21% | -3.0% |
| 2088 | FAGAN ASSOCIATES#2088 · 5,829 sh | 5,829 | $4.4M | — | -0.1% |
| 2089 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#2089 · 5,823 sh | 5,823 | $4.3M | 0.26% | -0.7% |
| 2090 | Gold Investment Management Ltd.#2090 · 5,824 sh | 5,824 | $4.3M | — | -2.3% |
| 2091 | Element Wealth#2091 · 5,809 sh | 5,809 | $4.3M | 1.62% | -7.4% |
| 2092 | Summit Place Financial Advisors#2092 · 5,808 sh | 5,808 | $4.3M | — | +0.6% |
| 2093 | Sky Investment Group#2093 · 5,808 sh | 5,808 | $4.3M | 0.68% | +2.6% |
| 2094 | Investmark Advisory Group#2094 · 5,808 sh | 5,808 | $4.3M | — | +1.1% |
| 2095 | Per Stirling Capital Management#2095 · 5,806 sh | 5,806 | $4.3M | 0.41% | -0.7% |
| 2096 | ALTFEST L J#2096 · 5,804 sh | 5,804 | $4.3M | — | -1.7% |
| 2097 | Security Financial Services#2097 · 5,788 sh | 5,788 | $4.3M | 0.60% | +0.9% |
| 2098 | Wynn Capital#2098 · 5,779 sh | 5,779 | $4.3M | — | -0.7% |
| 2099 | OFC FINANCIAL PLANNING#2099 · 5,772 sh | 5,772 | $4.3M | 3.83% | 0.0% |
| 2100 | MOR Wealth Management#2100 · 5,771 sh | 5,771 | $4.3M | 1.72% | +8.5% |
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.