SPDR S&P 500 ETF TRUST (SPY) — Institutional Holders, Q2 2026 (page 22)
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 2,101 to 2,200. 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 2,101–2,200 of 4,689
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2101 | MONOGRAPH WEALTH ADVISORS#2101 · 5,753 sh | 5,753 | $4.3M | 0.35% | 0.0% |
| 2102 | Fortis Capital Management#2102 · 5,757 sh | 5,757 | $4.3M | 0.48% | -6.4% |
| 2103 | Farmers National Bank#2103 · 5,739 sh | 5,739 | $4.3M | 0.89% | -6.3% |
| 2104 | North Capital#2104 · 5,734 sh | 5,734 | $4.3M | — | -11.5% |
| 2105 | Greenfield Savings Bank#2105 · 5,727 sh | 5,727 | $4.3M | — | +0.8% |
| 2106 | Harvest Investment Services#2106 · 5,727 sh | 5,727 | $4.3M | 0.66% | +1.7% |
| 2107 | Paradigm, Strategies in Wealth Management#2107 · 5,723 sh | 5,723 | $4.3M | — | -1.1% |
| 2108 | FourThought Financial Partners#2108 · 5,715 sh | 5,715 | $4.3M | 0.33% | -1.4% |
| 2109 | BCM ADVISORS#2109 · 5,771 sh | 5,771 | $4.3M | 0.83% | +0.8% |
| 2110 | Beaumont Financial Advisors#2110 · 5,709 sh | 5,709 | $4.3M | — | +13.6% |
| 2111 | PARK NATIONAL#2111 · 5,673 sh | 5,673 | $4.2M | — | -4.0% |
| 2112 | Crumly & Associates#2112 · 5,653 sh | 5,653 | $4.2M | — | -20.8% |
| 2113 | NOVEM GROUP#2113 · 5,646 sh | 5,646 | $4.2M | — | -18.9% |
| 2114 | Windsor Capital Management#2114 · 5,627 sh | 5,627 | $4.2M | — | -5.9% |
| 2115 | PlanVest Financial#2115 · 5,625 sh | 5,625 | $4.2M | 2.81% | +4.8% |
| 2116 | BWM Planning#2116 · 5,624 sh | 5,624 | $4.2M | 0.97% | +30.2% |
| 2117 | BEARING POINT CAPITAL#2117 · 5,614 sh | 5,614 | $4.2M | 0.57% | +40.8% |
| 2118 | MITCHELL MCLEOD PUGH & WILLIAMS#2118 · 5,611 sh | 5,611 | $4.2M | 0.51% | +1.1% |
| 2119 | Breakwater Capital Group#2119 · 5,609 sh | 5,609 | $4.2M | — | -9.3% |
| 2120 | INSPIRION WEALTH ADVISORS#2120 · 5,614 sh | 5,614 | $4.2M | — | -0.7% |
| 2121 | Briggs Wealth Management#2121 · 5,600 sh | 5,600 | $4.2M | — | -1.8% |
| 2122 | TritonPoint Partners#2122 · 5,581 sh | 5,581 | $4.2M | 0.35% | +136.7% |
| 2123 | One Wealth Management Investment & Advisory Services#2123 · 5,588 sh | 5,588 | $4.2M | 4.38% | -17.3% |
| 2124 | Pacific Wealth Strategies Group#2124 · 5,580 sh | 5,580 | $4.2M | 2.39% | -77.7% |
| 2125 | Northstar Group#2125 · 5,574 sh | 5,574 | $4.2M | 0.54% | 0.0% |
| 2126 | UNIVEST FINANCIAL#2126 · 5,565 sh | 5,565 | $4.2M | 0.20% | -1.9% |
| 2127 | BRANDYWINE OAK PRIVATE WEALTH#2127 · 5,559 sh | 5,559 | $4.2M | — | +8.1% |
| 2128 | WealthShield Partners#2128 · 5,535 sh | 5,535 | $4.1M | 0.63% | -39.4% |
| 2129 | SPIREPOINT PRIVATE CLIENT#2129 · 5,546 sh | 5,546 | $4.1M | 0.34% | +8.6% |
| 2130 | Atomic Invest#2130 · 5,570 sh | 5,570 | $4.1M | 0.36% | +509.4% |
| 2131 | CITY HOLDING#2131 · 5,524 sh | 5,524 | $4.1M | — | -1.4% |
| 2132 | Moss Adams Wealth Advisors#2132 · 5,507 sh | 5,507 | $4.1M | 0.26% | -2.6% |
| 2133 | Custos Family Office#2133 · 5,521 sh | 5,521 | $4.1M | 2.47% | +0.1% |
| 2134 | FIRST HAWAIIAN BANK#2134 · 5,520 sh | 5,520 | $4.1M | — | 0.0% |
| 2135 | BridgePort Financial Solutions#2135 · 5,514 sh | 5,514 | $4.1M | 1.05% | -13.4% |
| 2136 | Cooper Financial Group#2136 · 5,503 sh | 5,503 | $4.1M | — | +1.6% |
| 2137 | SABBY MANAGEMENT#2137 · 5,500 sh | 5,500 | $4.1M | 3.72% | +101.2% |
| 2138 | Mason & Associates#2138 · 5,496 sh | 5,496 | $4.1M | — | -0.5% |
| 2139 | Wealthquest#2139 · 5,488 sh | 5,488 | $4.1M | 0.26% | +3.2% |
| 2140 | CAHILL FINANCIAL ADVISORS#2140 · 5,481 sh | 5,481 | $4.1M | 0.39% | +0.1% |
| 2141 | DENVER WEALTH MANAGEMENT#2141 · 5,477 sh | 5,477 | $4.1M | 1.17% | -2.3% |
| 2142 | Sound Income Strategies#2142 · 5,455 sh | 5,455 | $4.1M | — | +0.8% |
| 2143 | Realta Investment Advisors#2143 · 5,452 sh | 5,452 | $4.1M | — | +28.9% |
| 2144 | Sunbeam Capital Management#2144 · 5,451 sh | 5,451 | $4.1M | 1.86% | +491.9% |
| 2145 | Patriot Financial Group Insurance Agency#2145 · 5,447 sh | 5,447 | $4.1M | — | -51.6% |
| 2146 | Ballast Rock Private Wealth#2146 · 5,431 sh | 5,431 | $4.1M | — | +2.4% |
| 2147 | Roehl & Yi Investment Advisors#2147 · 5,440 sh | 5,440 | $4.1M | 1.34% | 0.0% |
| 2148 | Kagan Cocozza Asset Management#2148 · 5,438 sh | 5,438 | $4.1M | — | -0.9% |
| 2149 | JGP Wealth Management#2149 · 5,436 sh | 5,436 | $4.1M | — | +0.3% |
| 2150 | Hassell Wealth Management#2150 · 5,445 sh | 5,445 | $4.1M | — | +0.3% |
| 2151 | EPACRIA CAPITAL PARTNERS#2151 · 5,432 sh | 5,432 | $4.1M | 3.13% | 0.0% |
| 2152 | Coign Capital Advisors#2152 · 5,424 sh | 5,424 | $4.1M | 1.82% | -0.9% |
| 2153 | Wood Tarver Financial Group#2153 · 5,423 sh | 5,423 | $4.0M | 0.96% | +1.6% |
| 2154 | GUARDSMAN PRIVATE CAPITAL MANAGEMENT#2154 · 5,417 sh | 5,417 | $4.0M | — | +0.1% |
| 2155 | Greykasell Wealth Strategies#2155 · 5,411 sh | 5,411 | $4.0M | 1.47% | +1.0% |
| 2156 | Vawter Financial, Ltd.#2156 · 5,410 sh | 5,410 | $4.0M | 1.52% | -0.8% |
| 2157 | STEEL GROVE CAPITAL ADVISORS#2157 · 5,397 sh | 5,397 | $4.0M | — | +0.2% |
| 2158 | Ellevest#2158 · 5,452 sh | 5,452 | $4.0M | 0.47% | +2.9% |
| 2159 | Sivia Capital Partners#2159 · 5,379 sh | 5,379 | $4.0M | 0.49% | 0.0% |
| 2160 | BINGHAM PRIVATE WEALTH#2160 · 5,378 sh | 5,378 | $4.0M | 2.76% | +4.0% |
| 2161 | Ironwood Investment Counsel#2161 · 5,375 sh | 5,375 | $4.0M | 0.53% | -6.3% |
| 2162 | Curran Financial Partners#2162 · 5,365 sh | 5,365 | $4.0M | 0.60% | -1.0% |
| 2163 | SITTNER & NELSON#2163 · 5,355 sh | 5,355 | $4.0M | 1.26% | -1.6% |
| 2164 | Marble Wealth#2164 · 5,342 sh | 5,342 | $4.0M | 0.61% | -0.2% |
| 2165 | CAPE COD FIVE CENTS SAVINGS BANK#2165 · 5,334 sh | 5,334 | $4.0M | 0.32% | — |
| 2166 | United Community Bank#2166 · 5,328 sh | 5,328 | $4.0M | 1.23% | +51.0% |
| 2167 | WATERSHED PRIVATE WEALTH#2167 · 5,309 sh | 5,309 | $4.0M | 1.12% | 0.0% |
| 2168 | PUREfi Wealth#2168 · 5,306 sh | 5,306 | $4.0M | — | -6.4% |
| 2169 | Alamea Verwaltungs GmbH#2169 · 5,301 sh | 5,301 | $4.0M | 3.16% | 0.0% |
| 2170 | Parcion Private Wealth#2170 · 5,299 sh | 5,299 | $4.0M | 0.22% | -12.0% |
| 2171 | Octavia Wealth Advisors#2171 · 5,281 sh | 5,281 | $4.0M | 0.34% | -12.7% |
| 2172 | Dunhill Financial#2172 · 5,285 sh | 5,285 | $3.9M | 0.81% | -7.2% |
| 2173 | HIGHLAND CAPITAL MANAGEMENT#2173 · 5,274 sh | 5,274 | $3.9M | — | -20.1% |
| 2174 | ALTA CAPITAL MANAGEMENT#2174 · 5,274 sh | 5,274 | $3.9M | — | +341.0% |
| 2175 | Cascade Financial Partners#2175 · 5,271 sh | 5,271 | $3.9M | 0.34% | -0.9% |
| 2176 | Mason Investment Advisory Services#2176 · 5,257 sh | 5,257 | $3.9M | 0.15% | +0.1% |
| 2177 | Gilbert & Cook#2177 · 5,252 sh | 5,252 | $3.9M | 0.45% | -1.0% |
| 2178 | T3 Companies#2178 · 5,250 sh | 5,250 | $3.9M | — | +1064.1% |
| 2179 | Financial Advisors Network#2179 · 5,243 sh | 5,243 | $3.9M | 0.48% | +1.3% |
| 2180 | East Coast Asset Management#2180 · 5,240 sh | 5,240 | $3.9M | 0.63% | -4.5% |
| 2181 | 1 NORTH WEALTH SERVICES#2181 · 5,238 sh | 5,238 | $3.9M | 1.28% | +1.2% |
| 2182 | Gemmer Asset Management#2182 · 5,233 sh | 5,233 | $3.9M | — | -6.8% |
| 2183 | GW&K Investment Management#2183 · 5,217 sh | 5,217 | $3.9M | 0.03% | -7.6% |
| 2184 | STEVENS CAPITAL MANAGEMENT#2184 · 5,210 sh | 5,210 | $3.9M | 0.93% | -81.0% |
| 2185 | Hyposwiss Advisors SA#2185 · 5,182 sh | 5,182 | $3.9M | — | -48.9% |
| 2186 | Rede Wealth#2186 · 5,179 sh | 5,179 | $3.9M | — | -0.2% |
| 2187 | Koss-Olinger Consulting#2187 · 5,165 sh | 5,165 | $3.9M | 0.30% | +20.1% |
| 2188 | Rice Partnership#2188 · 5,162 sh | 5,162 | $3.9M | 0.47% | -4.3% |
| 2189 | Wealth Management Partners#2189 · 5,162 sh | 5,162 | $3.9M | — | +0.2% |
| 2190 | Reynders McVeigh Capital Management#2190 · 5,157 sh | 5,157 | $3.9M | 0.17% | -4.6% |
| 2191 | Goldstein Advisors#2191 · 5,154 sh | 5,154 | $3.8M | — | +34.5% |
| 2192 | Stratos Investment Management#2192 · 5,139 sh | 5,139 | $3.8M | 0.14% | +3.4% |
| 2193 | PATTON ALBERTSON MILLER GROUP#2193 · 5,138 sh | 5,138 | $3.8M | — | -2.2% |
| 2194 | WARNER FINANCIAL#2194 · 5,131 sh | 5,131 | $3.8M | 1.13% | -0.2% |
| 2195 | HOLDERNESS INVESTMENTS#2195 · 5,125 sh | 5,125 | $3.8M | 0.64% | -1.2% |
| 2196 | Leeward Financial Partners#2196 · 5,111 sh | 5,111 | $3.8M | — | +0.2% |
| 2197 | JM2 Capital#2197 · 5,107 sh | 5,107 | $3.8M | — | +1.7% |
| 2198 | BankPlus Wealth Management#2198 · 5,102 sh | 5,102 | $3.8M | — | -0.6% |
| 2199 | Hurley Capital#2199 · 5,103 sh | 5,103 | $3.8M | 1.97% | +8.6% |
| 2200 | Alpha Wealth Funds#2200 · 5,103 sh | 5,103 | $3.8M | 2.08% | +3.8% |
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.