SPDR S&P 500 ETF TRUST (SPY) — Institutional Holders, Q2 2026 (page 26)
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 2,501 to 2,600. 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 2,501–2,600 of 4,689
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2501 | Uptown Financial Advisors#2501 · 3,624 sh | 3,624 | $2.7M | — | -0.1% |
| 2502 | Meramec Financial Planners#2502 · 3,661 sh | 3,661 | $2.7M | 0.99% | -3.0% |
| 2503 | BCR Wealth Strategies#2503 · 3,620 sh | 3,620 | $2.7M | 0.76% | 0.0% |
| 2504 | ARWA#2504 · 3,596 sh | 3,596 | $2.7M | — | -23.8% |
| 2505 | Marshall Financial Group#2505 · 3,611 sh | 3,611 | $2.7M | 0.39% | +4.5% |
| 2506 | Toroso Investments#2506 · 3,606 sh | 3,606 | $2.7M | <0.01% | +22.5% |
| 2507 | BLUELINE ADVISORS#2507 · 3,605 sh | 3,605 | $2.7M | — | 0.0% |
| 2508 | JNBA Financial Advisors#2508 · 3,605 sh | 3,605 | $2.7M | 0.20% | -1.5% |
| 2509 | Axis Wealth Partners#2509 · 3,604 sh | 3,604 | $2.7M | 1.29% | -17.6% |
| 2510 | Boreal Capital Management#2510 · 0 sh | 0 | $2.7M | 2.00% | -100.0% |
| 2511 | LMCG INVESTMENTS#2511 · 3,600 sh | 3,600 | $2.7M | — | -1.3% |
| 2512 | Financial Council#2512 · 3,592 sh | 3,592 | $2.7M | 0.87% | +11.0% |
| 2513 | Lionshead Wealth Management#2513 · 3,591 sh | 3,591 | $2.7M | — | -0.7% |
| 2514 | Osprey Private Wealth#2514 · 3,587 sh | 3,587 | $2.7M | 0.69% | +0.6% |
| 2515 | J.P. Marvel Investment Advisors#2515 · 3,582 sh | 3,582 | $2.7M | 0.31% | 0.0% |
| 2516 | NWM ADVISORS#2516 · 3,578 sh | 3,578 | $2.7M | 2.10% | -1.5% |
| 2517 | Advisors Preferred#2517 · 3,583 sh | 3,583 | $2.7M | 0.41% | -97.2% |
| 2518 | GR FINANCIAL GROUP#2518 · 3,573 sh | 3,573 | $2.7M | — | -42.5% |
| 2519 | WHALEROCK POINT PARTNERS#2519 · 3,573 sh | 3,573 | $2.7M | 0.45% | 0.0% |
| 2520 | AFFINITY WEALTH MANAGEMENT#2520 · 3,573 sh | 3,573 | $2.7M | 0.34% | -1.7% |
| 2521 | Chemistry Wealth Management#2521 · 3,572 sh | 3,572 | $2.7M | — | -3.0% |
| 2522 | Erickson Financial Group#2522 · 3,567 sh | 3,567 | $2.7M | 1.43% | -4.4% |
| 2523 | Ethic#2523 · 3,564 sh | 3,564 | $2.7M | 0.03% | +11.3% |
| 2524 | YACKTMAN ASSET MANAGEMENT#2524 · 3,558 sh | 3,558 | $2.7M | 0.03% | -5.6% |
| 2525 | Clearbridge Investments#2525 · 3,556 sh | 3,556 | $2.7M | <0.01% | -18.4% |
| 2526 | Leith Wheeler Investment Counsel Ltd.#2526 · 3,550 sh | 3,550 | $2.7M | 0.20% | 0.0% |
| 2527 | MELFA WEALTH MANAGEMENT#2527 · 3,545 sh | 3,545 | $2.6M | 1.43% | -0.7% |
| 2528 | River Street Advisors#2528 · 3,533 sh | 3,533 | $2.6M | — | -15.8% |
| 2529 | CHICKASAW CAPITAL MANAGEMENT#2529 · 3,530 sh | 3,530 | $2.6M | — | +0.7% |
| 2530 | AssuredPartners Investment Advisors#2530 · 3,521 sh | 3,521 | $2.6M | 0.25% | +20.6% |
| 2531 | Renaissance Investment Group#2531 · 3,521 sh | 3,521 | $2.6M | 0.52% | -4.1% |
| 2532 | Modus Advisors#2532 · 3,520 sh | 3,520 | $2.6M | 0.65% | -1.3% |
| 2533 | RIDGECREST WEALTH PARTNERS#2533 · 3,515 sh | 3,515 | $2.6M | — | -7.0% |
| 2534 | Powell Investment Advisors#2534 · 3,505 sh | 3,505 | $2.6M | — | -55.9% |
| 2535 | BALDWIN WEALTH PARTNERS#2535 · 3,512 sh | 3,512 | $2.6M | — | 0.0% |
| 2536 | Revisor Wealth Management#2536 · 3,504 sh | 3,504 | $2.6M | — | +0.5% |
| 2537 | Blue Zone Wealth Advisors#2537 · 3,500 sh | 3,500 | $2.6M | — | +3.0% |
| 2538 | Private Wealth Asset Management#2538 · 3,486 sh | 3,486 | $2.6M | 0.25% | -1.0% |
| 2539 | Main Street Research#2539 · 3,485 sh | 3,485 | $2.6M | 0.12% | +6.8% |
| 2540 | Mainstream Capital Management#2540 · 3,473 sh | 3,473 | $2.6M | — | 0.0% |
| 2541 | Farmers & Merchants of Long Beach#2541 · 3,472 sh | 3,472 | $2.6M | — | -0.6% |
| 2542 | Haven Private#2542 · 3,466 sh | 3,466 | $2.6M | — | -0.5% |
| 2543 | WINEBRENNER CAPITAL MANAGEMENT#2543 · 3,465 sh | 3,465 | $2.6M | — | +3.5% |
| 2544 | Synergy Financial Management#2544 · 3,462 sh | 3,462 | $2.6M | 0.24% | -11.7% |
| 2545 | GRANDFIELD & DODD#2545 · 3,460 sh | 3,460 | $2.6M | 0.14% | -5.5% |
| 2546 | Maia Wealth#2546 · 3,456 sh | 3,456 | $2.6M | — | -0.6% |
| 2547 | BLVD Private Wealth#2547 · 3,455 sh | 3,455 | $2.6M | — | -3.9% |
| 2548 | Allegiance Financial Group Advisory Services#2548 · 3,443 sh | 3,443 | $2.6M | 0.45% | -1.3% |
| 2549 | TRITONPOINT WEALTH#2549 · 3,448 sh | 3,448 | $2.6M | — | -0.1% |
| 2550 | Eaton Financial Company#2550 · 3,446 sh | 3,446 | $2.6M | 0.71% | -33.7% |
| 2551 | Hoese & LLP#2551 · 3,441 sh | 3,441 | $2.6M | — | -0.7% |
| 2552 | Park Place Capital#2552 · 3,439 sh | 3,439 | $2.6M | 0.41% | 0.0% |
| 2553 | FOUNDERS FINANCIAL SECURITIES#2553 · 3,432 sh | 3,432 | $2.6M | 0.13% | -0.4% |
| 2554 | Red Wave Investments#2554 · 3,424 sh | 3,424 | $2.6M | 0.65% | +0.6% |
| 2555 | Aegis Wealth Management#2555 · 3,421 sh | 3,421 | $2.6M | — | +75.3% |
| 2556 | Wagner Wealth Management#2556 · 3,415 sh | 3,415 | $2.6M | — | -3.8% |
| 2557 | Innovative Asset Advisors Group#2557 · 3,414 sh | 3,414 | $2.5M | 1.12% | New |
| 2558 | Auour Investments#2558 · 3,414 sh | 3,414 | $2.5M | 0.73% | -1.8% |
| 2559 | SYM FINANCIAL#2559 · 3,410 sh | 3,410 | $2.5M | — | +0.4% |
| 2560 | DELTA CAPITAL MANAGEMENT#2560 · 3,410 sh | 3,410 | $2.5M | — | 0.0% |
| 2561 | Optimist Retirement Group#2561 · 3,404 sh | 3,404 | $2.5M | 0.98% | +0.4% |
| 2562 | MEMBERS WEALTH#2562 · 3,401 sh | 3,401 | $2.5M | — | +0.2% |
| 2563 | Balance Wealth#2563 · 3,401 sh | 3,401 | $2.5M | — | +2.0% |
| 2564 | Asset Management One , Ltd.#2564 · 3,400 sh | 3,400 | $2.5M | — | New |
| 2565 | Baldwin Investment Management#2565 · 3,397 sh | 3,397 | $2.5M | 0.25% | +19.3% |
| 2566 | VALLEY NATIONAL ADVISERS#2566 · 3,393 sh | 3,393 | $2.5M | — | -1.2% |
| 2567 | Hegarty Advisors#2567 · 3,389 sh | 3,389 | $2.5M | — | +1.2% |
| 2568 | Community Financial Services Group#2568 · 3,391 sh | 3,391 | $2.5M | — | +0.2% |
| 2569 | Stonebrook Private#2569 · 3,386 sh | 3,386 | $2.5M | 0.46% | +14.9% |
| 2570 | Violich Capital Management#2570 · 3,381 sh | 3,381 | $2.5M | — | -0.8% |
| 2571 | CONGRESS ASSET MANAGEMENT#2571 · 3,380 sh | 3,380 | $2.5M | — | -12.9% |
| 2572 | JT Stratford#2572 · 3,372 sh | 3,372 | $2.5M | 0.28% | +0.6% |
| 2573 | Coyle Financial Counsel#2573 · 3,371 sh | 3,371 | $2.5M | 0.46% | -1.1% |
| 2574 | Pathway Financial Advisers#2574 · 3,370 sh | 3,370 | $2.5M | 0.63% | +2.2% |
| 2575 | SYNTAX RESEARCH#2575 · 3,364 sh | 3,364 | $2.5M | 1.84% | -57.2% |
| 2576 | TFC Financial Management#2576 · 3,357 sh | 3,357 | $2.5M | — | +0.1% |
| 2577 | Brand Asset Management Group#2577 · 3,347 sh | 3,347 | $2.5M | 0.55% | -0.2% |
| 2578 | CapWealth Advisors#2578 · 3,344 sh | 3,344 | $2.5M | — | 0.0% |
| 2579 | CHAPIN DAVIS#2579 · 3,339 sh | 3,339 | $2.5M | — | -60.0% |
| 2580 | Randolph#2580 · 3,337 sh | 3,337 | $2.5M | — | +4.3% |
| 2581 | Ebert Capital Management#2581 · 3,331 sh | 3,331 | $2.5M | — | -8.7% |
| 2582 | Falcon Wealth Planning#2582 · 3,329 sh | 3,329 | $2.5M | 0.16% | +3.8% |
| 2583 | Wellington Shields Capital Management#2583 · 3,328 sh | 3,328 | $2.5M | 0.32% | -24.9% |
| 2584 | Agate Pass Investment Management#2584 · 3,327 sh | 3,327 | $2.5M | — | -3.2% |
| 2585 | FOUNDERS GROVE WEALTH PARTNERS#2585 · 3,322 sh | 3,322 | $2.5M | — | 0.0% |
| 2586 | Diesslin Group#2586 · 3,317 sh | 3,317 | $2.5M | — | -0.3% |
| 2587 | TRED AVON FAMILY WEALTH#2587 · 3,317 sh | 3,317 | $2.5M | — | 0.0% |
| 2588 | Core Wealth Advisors#2588 · 3,315 sh | 3,315 | $2.5M | 0.50% | +0.7% |
| 2589 | CoreFirst Bank#2589 · 3,312 sh | 3,312 | $2.5M | 1.23% | 0.0% |
| 2590 | Alaethes Wealth#2590 · 3,303 sh | 3,303 | $2.5M | 0.72% | 0.0% |
| 2591 | One Charles Private Wealth Services#2591 · 3,308 sh | 3,308 | $2.5M | 0.57% | +5.1% |
| 2592 | CONSILIO WEALTH ADVISORS#2592 · 3,305 sh | 3,305 | $2.5M | 0.59% | +0.3% |
| 2593 | 360 Financial#2593 · 3,304 sh | 3,304 | $2.5M | 0.63% | -0.2% |
| 2594 | TABLEAUX#2594 · 3,303 sh | 3,303 | $2.5M | — | -0.4% |
| 2595 | Astra Wealth Partners#2595 · 3,284 sh | 3,284 | $2.5M | 1.31% | 0.0% |
| 2596 | FORTRESS PRIVATE LEDGER#2596 · 3,276 sh | 3,276 | $2.4M | 0.67% | -0.6% |
| 2597 | VALLEY WEALTH MANAGERS#2597 · 3,272 sh | 3,272 | $2.4M | — | +0.4% |
| 2598 | Crown Wealth Group#2598 · 3,265 sh | 3,265 | $2.4M | — | +14.4% |
| 2599 | Bernard Wealth Management#2599 · 3,263 sh | 3,263 | $2.4M | 0.90% | -3.0% |
| 2600 | Campbell Deegan Wealth Management#2600 · 3,262 sh | 3,262 | $2.4M | 1.73% | -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.