SPDR S&P 500 ETF TRUST (SPY) — Institutional Holders, Q2 2026 (page 24)
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 2,301 to 2,400. 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 2,301–2,400 of 4,689
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2301 | Spectrum Wealth Advisory Group#2301 · 4,543 sh | 4,543 | $3.4M | 0.97% | -0.9% |
| 2302 | FORTRESS FINANCIAL GROUP#2302 · 4,542 sh | 4,542 | $3.4M | — | -6.1% |
| 2303 | Evergreen Advisors#2303 · 4,538 sh | 4,538 | $3.4M | 0.72% | -1.3% |
| 2304 | Centiva Capital#2304 · 4,536 sh | 4,536 | $3.4M | 0.03% | New |
| 2305 | Dala Group#2305 · 4,535 sh | 4,535 | $3.4M | 2.79% | -3.4% |
| 2306 | White Lighthouse Investment Management#2306 · 4,533 sh | 4,533 | $3.4M | — | +4.4% |
| 2307 | Asset Management Group#2307 · 4,532 sh | 4,532 | $3.4M | 0.50% | -3.1% |
| 2308 | Merrion Investment Management#2308 · 4,530 sh | 4,530 | $3.4M | — | -1.5% |
| 2309 | Tactive Advisors#2309 · 4,524 sh | 4,524 | $3.4M | — | -70.7% |
| 2310 | Newman Dignan & Sheerar#2310 · 4,521 sh | 4,521 | $3.4M | — | -0.6% |
| 2311 | AMERIFLEX GROUP#2311 · 4,521 sh | 4,521 | $3.4M | 1.38% | -0.7% |
| 2312 | Colter Lewis Investment Partners#2312 · 4,506 sh | 4,506 | $3.4M | 1.50% | +322.3% |
| 2313 | Independent Wealth Advisors#2313 · 4,513 sh | 4,513 | $3.4M | — | +1.6% |
| 2314 | Barnes Wealth Management Group#2314 · 4,511 sh | 4,511 | $3.4M | 1.56% | -0.3% |
| 2315 | OF TOLEDO NA#2315 · 4,507 sh | 4,507 | $3.4M | — | +3.3% |
| 2316 | Global Assets Advisory#2316 · 4,488 sh | 4,488 | $3.4M | 0.73% | -99.9% |
| 2317 | Affinity Capital Advisors#2317 · 4,465 sh | 4,465 | $3.4M | — | +2.3% |
| 2318 | Longview Financial Advisors#2318 · 4,483 sh | 4,483 | $3.3M | — | 0.0% |
| 2319 | POWER WEALTH MANAGEMENT#2319 · 4,462 sh | 4,462 | $3.3M | — | -3.2% |
| 2320 | Vericrest Private Wealth#2320 · 4,461 sh | 4,461 | $3.3M | — | -12.6% |
| 2321 | OMNI 360 Wealth#2321 · 4,454 sh | 4,454 | $3.3M | — | +0.1% |
| 2322 | Madrona Financial Services#2322 · 4,451 sh | 4,451 | $3.3M | — | 0.0% |
| 2323 | Arbor Wealth Advisors#2323 · 4,441 sh | 4,441 | $3.3M | — | 0.0% |
| 2324 | Ascension Capital Advisors#2324 · 4,424 sh | 4,424 | $3.3M | 0.93% | -3.4% |
| 2325 | RED LIGHTHOUSE INVESTMENT MANAGEMENT#2325 · 4,417 sh | 4,417 | $3.3M | 0.98% | 0.0% |
| 2326 | ADKINS SEALE CAPITAL MANAGEMENT#2326 · 4,414 sh | 4,414 | $3.3M | 2.93% | -1.5% |
| 2327 | WealthSpring Partners#2327 · 4,413 sh | 4,413 | $3.3M | — | -2.1% |
| 2328 | SkyOak Wealth#2328 · 4,405 sh | 4,405 | $3.3M | 0.54% | +1.0% |
| 2329 | Bristol Gate Capital Partners#2329 · 4,399 sh | 4,399 | $3.3M | 0.23% | -35.8% |
| 2330 | Ironwood Financial#2330 · 4,384 sh | 4,384 | $3.3M | — | -0.5% |
| 2331 | VeraBank, N.A.#2331 · 4,393 sh | 4,393 | $3.3M | 0.54% | -6.8% |
| 2332 | Private Advisory Group#2332 · 4,390 sh | 4,390 | $3.3M | 0.18% | -79.9% |
| 2333 | NerdWallet Wealth Partners#2333 · 4,388 sh | 4,388 | $3.3M | 1.13% | +1.6% |
| 2334 | Kelsey Financial#2334 · 4,388 sh | 4,388 | $3.3M | 2.49% | -8.5% |
| 2335 | Root Financial Partners#2335 · 4,382 sh | 4,382 | $3.3M | — | -2.2% |
| 2336 | Bull Street Advisors#2336 · 4,382 sh | 4,382 | $3.3M | — | -0.2% |
| 2337 | PACES FERRY WEALTH ADVISORS#2337 · 4,378 sh | 4,378 | $3.3M | 1.21% | +0.4% |
| 2338 | Naviter Wealth#2338 · 4,358 sh | 4,358 | $3.3M | 0.30% | +100.5% |
| 2339 | City State Bank#2339 · 4,367 sh | 4,367 | $3.3M | — | -0.7% |
| 2340 | JAMISON PRIVATE WEALTH MANAGEMENT#2340 · 4,352 sh | 4,352 | $3.2M | — | +224.3% |
| 2341 | COOPER/HAIMS ADVISORS#2341 · 4,350 sh | 4,350 | $3.2M | 1.40% | +0.1% |
| 2342 | J. Derek Lewis & Associates#2342 · 4,337 sh | 4,337 | $3.2M | 0.61% | +9.1% |
| 2343 | Cito Capital Group#2343 · 4,320 sh | 4,320 | $3.2M | 0.88% | 0.0% |
| 2344 | ARS Wealth Advisors Group#2344 · 4,327 sh | 4,327 | $3.2M | — | -0.8% |
| 2345 | Private Capital Advisors#2345 · 4,326 sh | 4,326 | $3.2M | — | +0.1% |
| 2346 | Archford Capital Strategies#2346 · 4,314 sh | 4,314 | $3.2M | — | -0.9% |
| 2347 | EVERPAR ADVISORS#2347 · 4,310 sh | 4,310 | $3.2M | 0.92% | +16.4% |
| 2348 | Shaker Financial Services#2348 · 4,290 sh | 4,290 | $3.2M | — | -8.9% |
| 2349 | Mathes Company#2349 · 4,300 sh | 4,300 | $3.2M | 1.00% | +0.5% |
| 2350 | Capital Markets Trading UK LLP#2350 · 4,297 sh | 4,297 | $3.2M | 0.03% | -76.3% |
| 2351 | YANKCOM Partnership#2351 · 4,288 sh | 4,288 | $3.2M | — | -1.8% |
| 2352 | Davidson Kahn Capital Management#2352 · 4,285 sh | 4,285 | $3.2M | — | +61.4% |
| 2353 | Merkkuri Wealth Advisors#2353 · 4,283 sh | 4,283 | $3.2M | 1.98% | -7.1% |
| 2354 | Midwest Financial Group#2354 · 4,282 sh | 4,282 | $3.2M | — | +7.4% |
| 2355 | OAK HARBOR WEALTH PARTNERS#2355 · 4,282 sh | 4,282 | $3.2M | 1.19% | -3.2% |
| 2356 | KILEY JUERGENS WEALTH MANAGEMENT#2356 · 4,281 sh | 4,281 | $3.2M | 0.50% | +0.3% |
| 2357 | Murphy & Mullick Capital Management#2357 · 4,276 sh | 4,276 | $3.2M | 1.98% | +18.8% |
| 2358 | BLUEDOOR PRIVATE WEALTH#2358 · 4,274 sh | 4,274 | $3.2M | 1.34% | +2.3% |
| 2359 | FORTEM FINANCIAL GROUP#2359 · 4,272 sh | 4,272 | $3.2M | — | -7.2% |
| 2360 | LAKE STREET PRIVATE WEALTH#2360 · 4,270 sh | 4,270 | $3.2M | — | -1.5% |
| 2361 | Osbon Capital Management#2361 · 4,269 sh | 4,269 | $3.2M | 2.50% | -45.4% |
| 2362 | Trevian Wealth Management#2362 · 4,268 sh | 4,268 | $3.2M | 1.36% | +0.3% |
| 2363 | FLAGSTAR ADVISORS#2363 · 4,254 sh | 4,254 | $3.2M | — | +19.4% |
| 2364 | TOUNJIAN ADVISORY PARTNERS#2364 · 4,264 sh | 4,264 | $3.2M | 1.36% | New |
| 2365 | Center for Financial Planning#2365 · 4,261 sh | 4,261 | $3.2M | — | -2.1% |
| 2366 | Comprehensive Financial Planning#2366 · 4,248 sh | 4,248 | $3.2M | 1.69% | +8.8% |
| 2367 | BNC WEALTH MANAGEMENT#2367 · 4,246 sh | 4,246 | $3.2M | — | -0.5% |
| 2368 | Bradley & Private Wealth Management#2368 · 4,231 sh | 4,231 | $3.2M | — | +23.9% |
| 2369 | MEYER HANDELMAN#2369 · 4,247 sh | 4,247 | $3.2M | 0.09% | +41.2% |
| 2370 | Old Peak Finance#2370 · 4,233 sh | 4,233 | $3.2M | 1.53% | +0.1% |
| 2371 | ProVise Management Group#2371 · 4,229 sh | 4,229 | $3.2M | 0.21% | -0.2% |
| 2372 | BARON SILVER STEVENS FINANCIAL ADVISORS#2372 · 4,229 sh | 4,229 | $3.2M | 0.40% | +0.4% |
| 2373 | FIDUCIARY FINANCIAL GROUP#2373 · 4,218 sh | 4,218 | $3.1M | — | -2.0% |
| 2374 | MCDANIEL TERRY#2374 · 4,218 sh | 4,218 | $3.1M | 0.25% | 0.0% |
| 2375 | Institute for Wealth Management#2375 · 4,217 sh | 4,217 | $3.1M | 0.28% | -34.7% |
| 2376 | American Capital Advisory#2376 · 4,211 sh | 4,211 | $3.1M | 1.14% | -0.6% |
| 2377 | SHELTON CAPITAL MANAGEMENT#2377 · 4,205 sh | 4,205 | $3.1M | 0.06% | -0.9% |
| 2378 | OARSMAN CAPITAL#2378 · 4,204 sh | 4,204 | $3.1M | 0.33% | -3.4% |
| 2379 | DAVIDSON KEMPNER CAPITAL MANAGEMENT#2379 · 4,197 sh | 4,197 | $3.1M | 0.04% | -24.2% |
| 2380 | Permanent Capital Management#2380 · 4,185 sh | 4,185 | $3.1M | 0.42% | 0.0% |
| 2381 | Team Hewins#2381 · 4,180 sh | 4,180 | $3.1M | 0.86% | +0.3% |
| 2382 | Stone Summit Wealth#2382 · 4,190 sh | 4,190 | $3.1M | — | +1.5% |
| 2383 | Richmond Investment Services#2383 · 4,184 sh | 4,184 | $3.1M | 0.99% | -49.6% |
| 2384 | INSIGHT 2811#2384 · 4,177 sh | 4,177 | $3.1M | 1.21% | +4.2% |
| 2385 | AlpenGlobal Capital#2385 · 4,176 sh | 4,176 | $3.1M | 2.00% | -3.1% |
| 2386 | CM WEALTH ADVISORS#2386 · 4,174 sh | 4,174 | $3.1M | 0.56% | 0.0% |
| 2387 | TBH Global Asset Management#2387 · 4,171 sh | 4,171 | $3.1M | 0.57% | +0.3% |
| 2388 | Allred Capital Management#2388 · 4,166 sh | 4,166 | $3.1M | 1.02% | -0.2% |
| 2389 | Impact Capital Partners#2389 · 4,165 sh | 4,165 | $3.1M | — | +2.8% |
| 2390 | Tufton Capital Management#2390 · 4,162 sh | 4,162 | $3.1M | — | -2.1% |
| 2391 | Aull & Monroe Investment Management#2391 · 4,154 sh | 4,154 | $3.1M | — | +0.6% |
| 2392 | Green Ridge Wealth Planning#2392 · 4,141 sh | 4,141 | $3.1M | — | +14.1% |
| 2393 | abrdn plc#2393 · 4,138 sh | 4,138 | $3.1M | <0.01% | +95.5% |
| 2394 | MERIDIAN INVESTMENT COUNSEL#2394 · 4,137 sh | 4,137 | $3.1M | — | -13.1% |
| 2395 | O'ROURKE & COMPANY#2395 · 4,125 sh | 4,125 | $3.1M | 1.08% | +1.5% |
| 2396 | Arch Global Advisors#2396 · 4,123 sh | 4,123 | $3.1M | — | -4.5% |
| 2397 | Telos Capital Management#2397 · 4,110 sh | 4,110 | $3.1M | 0.27% | +9.5% |
| 2398 | Wallington Asset Management#2398 · 4,107 sh | 4,107 | $3.1M | 0.38% | +1.3% |
| 2399 | Duncan Williams Asset Management#2399 · 4,105 sh | 4,105 | $3.1M | 0.69% | +0.2% |
| 2400 | Alpha Zero#2400 · 4,082 sh | 4,082 | $3.1M | 1.16% | +20.6% |
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.