SPDR S&P 500 ETF TRUST (SPY) — Institutional Holders, Q2 2026 (page 27)
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 2,601 to 2,700. 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 2,601–2,700 of 4,689
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2601 | Vines Capital Management#2601 · 3,260 sh | 3,260 | $2.4M | 2.00% | +2.2% |
| 2602 | EVOLVE PRIVATE WEALTH#2602 · 3,256 sh | 3,256 | $2.4M | 0.15% | -51.0% |
| 2603 | Occidental Asset Management#2603 · 3,256 sh | 3,256 | $2.4M | 0.24% | +0.8% |
| 2604 | SAXON INTERESTS#2604 · 3,255 sh | 3,255 | $2.4M | — | -32.8% |
| 2605 | PAX Financial Group#2605 · 3,254 sh | 3,254 | $2.4M | 0.36% | +222.8% |
| 2606 | CULBERTSON A N#2606 · 3,249 sh | 3,249 | $2.4M | — | +17.4% |
| 2607 | MAGNOLIA CAPITAL ADVISORS#2607 · 3,244 sh | 3,244 | $2.4M | 0.42% | +22.6% |
| 2608 | AIRE ADVISORS#2608 · 3,235 sh | 3,235 | $2.4M | — | +0.6% |
| 2609 | Spectrum Asset Management, (NB/CA)#2609 · 3,224 sh | 3,224 | $2.4M | — | -5.0% |
| 2610 | Petersen Hastings Wealth Advisors#2610 · 3,219 sh | 3,219 | $2.4M | 0.20% | 0.0% |
| 2611 | Liberty Capital Management#2611 · 3,218 sh | 3,218 | $2.4M | 0.41% | — |
| 2612 | Tannin Capital#2612 · 3,214 sh | 3,214 | $2.4M | 1.58% | -6.8% |
| 2613 | BUCKHEAD CAPITAL MANAGEMENT#2613 · 3,205 sh | 3,205 | $2.4M | 0.82% | -4.5% |
| 2614 | DELTA ASSET MANAGEMENT#2614 · 3,205 sh | 3,205 | $2.4M | 0.21% | +2.8% |
| 2615 | Sterling Investment Advisors, Ltd.#2615 · 3,205 sh | 3,205 | $2.4M | — | -0.5% |
| 2616 | Good Steward Wealth Advisors#2616 · 3,204 sh | 3,204 | $2.4M | 1.44% | -0.3% |
| 2617 | Widmann Financial Services#2617 · 3,204 sh | 3,204 | $2.4M | 1.28% | +1.5% |
| 2618 | Bulltick Wealth Management#2618 · 3,193 sh | 3,193 | $2.4M | 0.49% | -22.0% |
| 2619 | SP Asset Management#2619 · 3,200 sh | 3,200 | $2.4M | 0.19% | +0.2% |
| 2620 | Warren Street Wealth Advisors#2620 · 3,198 sh | 3,198 | $2.4M | 0.53% | 0.0% |
| 2621 | Somerset Group#2621 · 3,160 sh | 3,160 | $2.4M | 1.67% | +1.6% |
| 2622 | Strategic Advisors#2622 · 3,189 sh | 3,189 | $2.4M | — | +0.7% |
| 2623 | Disciplined Investments#2623 · 3,188 sh | 3,188 | $2.4M | 0.77% | -1.4% |
| 2624 | Odyssey Capital Advisors#2624 · 3,182 sh | 3,182 | $2.4M | — | +9.2% |
| 2625 | Mosaic Advisors#2625 · 3,180 sh | 3,180 | $2.4M | 3.19% | 0.0% |
| 2626 | Upper Left Wealth Management#2626 · 3,178 sh | 3,178 | $2.4M | — | +6.3% |
| 2627 | FSA Advisors#2627 · 3,170 sh | 3,170 | $2.4M | 1.09% | +2.8% |
| 2628 | Junk Investment Group#2628 · 3,169 sh | 3,169 | $2.4M | — | +0.2% |
| 2629 | GRANVILLE CAPITAL#2629 · 3,167 sh | 3,167 | $2.4M | 1.06% | 0.0% |
| 2630 | Oxbow Advisors#2630 · 3,165 sh | 3,165 | $2.4M | 0.19% | -0.2% |
| 2631 | North Berkeley Wealth Management#2631 · 3,158 sh | 3,158 | $2.4M | 0.95% | +11.7% |
| 2632 | Bayshore Capital Advisors#2632 · 3,155 sh | 3,155 | $2.4M | 1.10% | 0.0% |
| 2633 | NVWM#2633 · 3,154 sh | 3,154 | $2.4M | — | +14.4% |
| 2634 | McBroom & Associates#2634 · 3,152 sh | 3,152 | $2.4M | 1.18% | -2.7% |
| 2635 | Investment Advisory Group#2635 · 3,152 sh | 3,152 | $2.4M | 0.51% | +23.5% |
| 2636 | Integrity Wealth Solutions#2636 · 3,152 sh | 3,152 | $2.4M | 0.87% | +20.5% |
| 2637 | EDGAR LOMAX#2637 · 3,150 sh | 3,150 | $2.4M | 0.18% | 0.0% |
| 2638 | Hopwood Nicholas Hunter#2638 · 3,147 sh | 3,147 | $2.3M | 0.64% | -3.3% |
| 2639 | Wealth Group Ltd#2639 · 3,137 sh | 3,137 | $2.3M | — | 0.0% |
| 2640 | VIMA#2640 · 2,268 sh | 2,268 | $2.3M | — | — |
| 2641 | BYRNE FINANCIAL FREEDOM#2641 · 3,136 sh | 3,136 | $2.3M | 0.91% | +7.0% |
| 2642 | Carl P. Sherr#2642 · 3,133 sh | 3,133 | $2.3M | 0.98% | 0.0% |
| 2643 | STEVENS CAPITAL PARTNERS#2643 · 3,129 sh | 3,129 | $2.3M | 0.44% | +8.5% |
| 2644 | Cherry Tree Wealth Management#2644 · 3,124 sh | 3,124 | $2.3M | — | -0.1% |
| 2645 | CFS Investment Advisory Services#2645 · 3,127 sh | 3,127 | $2.3M | — | +6.7% |
| 2646 | RiverFront Investment Group#2646 · 3,113 sh | 3,113 | $2.3M | 0.03% | +95.4% |
| 2647 | Sentry#2647 · 3,113 sh | 3,113 | $2.3M | 0.65% | 0.0% |
| 2648 | Winthrop Capital Management#2648 · 3,108 sh | 3,108 | $2.3M | 0.56% | +38.8% |
| 2649 | Selective Wealth Management#2649 · 3,107 sh | 3,107 | $2.3M | — | +7.3% |
| 2650 | AMI ASSET MANAGEMENT#2650 · 3,085 sh | 3,085 | $2.3M | — | 0.0% |
| 2651 | EJMK Ventures#2651 · 3,083 sh | 3,083 | $2.3M | — | +2.0% |
| 2652 | Ponta Wealth Partners#2652 · 3,080 sh | 3,080 | $2.3M | 1.23% | 0.0% |
| 2653 | McKinley Carter Wealth Services#2653 · 3,076 sh | 3,076 | $2.3M | — | -1.2% |
| 2654 | 21 West Wealth Management#2654 · 3,069 sh | 3,069 | $2.3M | — | -0.5% |
| 2655 | TrueWealth Financial Partners#2655 · 3,059 sh | 3,059 | $2.3M | 0.94% | 0.0% |
| 2656 | Heartwood Wealth Advisors#2656 · 3,056 sh | 3,056 | $2.3M | — | +2.1% |
| 2657 | MEANS INVESTMENT#2657 · 3,053 sh | 3,053 | $2.3M | 0.17% | +1.4% |
| 2658 | Claret Asset Management#2658 · 3,030 sh | 3,030 | $2.3M | 0.24% | +6.3% |
| 2659 | FIDUCIARY FAMILY OFFICE#2659 · 3,029 sh | 3,029 | $2.3M | 0.57% | 0.0% |
| 2660 | Pitti Group Wealth Management#2660 · 3,029 sh | 3,029 | $2.3M | 1.65% | +10.1% |
| 2661 | Argentarii#2661 · 2,933 sh | 2,933 | $2.3M | 0.68% | 0.0% |
| 2662 | River Wealth Advisors#2662 · 3,026 sh | 3,026 | $2.3M | 0.24% | -11.4% |
| 2663 | Partners in Financial Planning#2663 · 3,026 sh | 3,026 | $2.3M | 0.34% | +227.8% |
| 2664 | NAVELLIER & ASSOCIATES#2664 · 3,022 sh | 3,022 | $2.3M | 0.18% | +8.0% |
| 2665 | Shepherd Street Advisors#2665 · 2,985 sh | 2,985 | $2.3M | — | 0.0% |
| 2666 | AM INVESTMENT STRATEGIES#2666 · 3,010 sh | 3,010 | $2.2M | 0.43% | +0.3% |
| 2667 | ELEVATUS WELATH MANAGEMENT#2667 · 3,007 sh | 3,007 | $2.2M | — | -0.2% |
| 2668 | Portus Wealth Advisors#2668 · 3,007 sh | 3,007 | $2.2M | — | -27.0% |
| 2669 | HITE Hedge Asset Management#2669 · 3,000 sh | 3,000 | $2.2M | 0.12% | 0.0% |
| 2670 | SUTTON PLACE INVESTORS#2670 · 2,989 sh | 2,989 | $2.2M | — | 0.0% |
| 2671 | ARQ WEALTH ADVISORS#2671 · 2,983 sh | 2,983 | $2.2M | 0.28% | +0.1% |
| 2672 | Hippocratic Financial Advisors#2672 · 2,979 sh | 2,979 | $2.2M | — | -14.0% |
| 2673 | HALL LAURIE J TRUSTEE#2673 · 2,977 sh | 2,977 | $2.2M | — | +1.4% |
| 2674 | Significant Wealth Partners#2674 · 2,969 sh | 2,969 | $2.2M | 2.40% | +3.0% |
| 2675 | Guardian Asset Advisors#2675 · 2,963 sh | 2,963 | $2.2M | — | +29.5% |
| 2676 | Bonfire Financial#2676 · 2,957 sh | 2,957 | $2.2M | 1.42% | +0.3% |
| 2677 | SHAKER INVESTMENTS#2677 · 2,964 sh | 2,964 | $2.2M | 0.80% | 0.0% |
| 2678 | Centerpoint Advisors#2678 · 2,962 sh | 2,962 | $2.2M | 0.63% | +58.8% |
| 2679 | BANTA ASSET MANAGEMENT#2679 · 2,958 sh | 2,958 | $2.2M | 1.97% | -1.3% |
| 2680 | Beaton Management#2680 · 2,955 sh | 2,955 | $2.2M | 0.90% | 0.0% |
| 2681 | ACCREDITED INVESTOR SERVICES#2681 · 2,955 sh | 2,955 | $2.2M | — | 0.0% |
| 2682 | Cannon Financial Strategists#2682 · 2,952 sh | 2,952 | $2.2M | — | -5.1% |
| 2683 | Bill Few Associates#2683 · 2,951 sh | 2,951 | $2.2M | — | -1.1% |
| 2684 | Taylor Financial Group#2684 · 2,941 sh | 2,941 | $2.2M | 1.21% | -0.5% |
| 2685 | EMC Capital Management#2685 · 2,935 sh | 2,935 | $2.2M | 0.87% | — |
| 2686 | D L CARLSON INVESTMENT GROUP#2686 · 2,937 sh | 2,937 | $2.2M | 0.35% | -30.7% |
| 2687 | Lumbard & Kellner#2687 · 2,932 sh | 2,932 | $2.2M | 0.66% | 0.0% |
| 2688 | Financial Life Planners#2688 · 2,931 sh | 2,931 | $2.2M | 1.41% | -0.5% |
| 2689 | May Hill Capital#2689 · 2,927 sh | 2,927 | $2.2M | 0.46% | -0.3% |
| 2690 | Trail Ridge Investment Advisors#2690 · 2,926 sh | 2,926 | $2.2M | — | +4.4% |
| 2691 | WESCAP Management Group#2691 · 2,918 sh | 2,918 | $2.2M | 0.41% | +0.2% |
| 2692 | Portland Financial Advisors#2692 · 2,908 sh | 2,908 | $2.2M | — | 0.0% |
| 2693 | TENET WEALTH PARTNERS#2693 · 2,936 sh | 2,936 | $2.2M | — | — |
| 2694 | truNorth Financial Services#2694 · 2,905 sh | 2,905 | $2.2M | 1.94% | +5.0% |
| 2695 | BlackDiamond Wealth Management#2695 · 2,799 sh | 2,799 | $2.2M | 0.87% | -2.0% |
| 2696 | VICTORY FINANCIAL GROUP#2696 · 2,898 sh | 2,898 | $2.2M | 0.23% | -7.8% |
| 2697 | TigerOak Management, L.L.C.#2697 · 2,890 sh | 2,890 | $2.2M | — | -0.2% |
| 2698 | Mandatum Life Insurance Ltd#2698 · 2,885 sh | 2,885 | $2.2M | 0.40% | 0.0% |
| 2699 | Atlanta Consulting Group Advisors#2699 · 2,882 sh | 2,882 | $2.2M | 0.34% | -0.1% |
| 2700 | Summit Investment Advisory Services#2700 · 2,881 sh | 2,881 | $2.2M | 0.54% | +2.1% |
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.