SPDR S&P 500 ETF TRUST (SPY) — Institutional Holders, Q2 2026 (page 28)
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 2,701 to 2,800. 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 2,701–2,800 of 4,689
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2701 | Sava Infond d.o.o.#2701 · 2,880 sh | 2,880 | $2.2M | 0.15% | 0.0% |
| 2702 | Axecap Investments#2702 · 2,879 sh | 2,879 | $2.1M | — | +4.2% |
| 2703 | CITIZENS & NORTHERN#2703 · 2,877 sh | 2,877 | $2.1M | 0.49% | 0.0% |
| 2704 | Gilliland Jeter Wealth Management#2704 · 2,870 sh | 2,870 | $2.1M | 0.56% | -0.7% |
| 2705 | Narus Financial Partners#2705 · 2,868 sh | 2,868 | $2.1M | — | +4.3% |
| 2706 | Nikulski Financial#2706 · 2,855 sh | 2,855 | $2.1M | 0.46% | -16.7% |
| 2707 | SK Wealth Management#2707 · 2,758 sh | 2,758 | $2.1M | 0.48% | -3.3% |
| 2708 | United Asset Strategies#2708 · 2,850 sh | 2,850 | $2.1M | 0.15% | +4.5% |
| 2709 | Sensible Money#2709 · 2,849 sh | 2,849 | $2.1M | — | +0.1% |
| 2710 | D.B. Root & Company#2710 · 2,841 sh | 2,841 | $2.1M | 0.45% | -13.7% |
| 2711 | Asset Allocation Strategies#2711 · 2,840 sh | 2,840 | $2.1M | — | +18.4% |
| 2712 | EXCALIBUR MANAGEMENT#2712 · 2,833 sh | 2,833 | $2.1M | 0.70% | +5.6% |
| 2713 | RESOLUTE CAPITAL#2713 · 2,833 sh | 2,833 | $2.1M | 0.73% | New |
| 2714 | Clearwater Capital Advisors#2714 · 2,832 sh | 2,832 | $2.1M | 0.15% | +3.2% |
| 2715 | Aureum Wealth Management#2715 · 2,829 sh | 2,829 | $2.1M | — | -0.7% |
| 2716 | Frisch Financial Group#2716 · 2,820 sh | 2,820 | $2.1M | 0.36% | -5.6% |
| 2717 | Chatterton & Associates#2717 · 2,806 sh | 2,806 | $2.1M | 1.24% | +14.9% |
| 2718 | Wealth Watch Advisors#2718 · 2,816 sh | 2,816 | $2.1M | 0.68% | -67.8% |
| 2719 | Silverleafe Capital Partners#2719 · 2,814 sh | 2,814 | $2.1M | — | +2.5% |
| 2720 | Disciplined Investors, L.L.C.#2720 · 2,813 sh | 2,813 | $2.1M | 1.05% | +0.1% |
| 2721 | Peck Wealth Management#2721 · 2,808 sh | 2,808 | $2.1M | 1.77% | 0.0% |
| 2722 | Manske Wealth Management#2722 · 2,806 sh | 2,806 | $2.1M | — | -9.0% |
| 2723 | Aventura Private Wealth#2723 · 2,805 sh | 2,805 | $2.1M | 0.64% | -9.3% |
| 2724 | Warburton Capital Management#2724 · 2,801 sh | 2,801 | $2.1M | 0.85% | 0.0% |
| 2725 | Wealthcare Capital Partners#2725 · 2,799 sh | 2,799 | $2.1M | — | +20.9% |
| 2726 | Independence Wealth Advisors#2726 · 2,799 sh | 2,799 | $2.1M | 1.05% | +9.5% |
| 2727 | Sunpointe#2727 · 2,803 sh | 2,803 | $2.1M | — | -15.2% |
| 2728 | Forbes Financial Planning#2728 · 2,795 sh | 2,795 | $2.1M | — | -2.4% |
| 2729 | Radnor Capital Management#2729 · 2,791 sh | 2,791 | $2.1M | — | -0.1% |
| 2730 | HBK INVESTMENTS L P#2730 · 2,782 sh | 2,782 | $2.1M | 0.02% | -27.4% |
| 2731 | Bank of Marin#2731 · 2,779 sh | 2,779 | $2.1M | 1.45% | 0.0% |
| 2732 | Valtinson Bruner Financial Planning#2732 · 2,778 sh | 2,778 | $2.1M | 0.52% | +1.2% |
| 2733 | Beech Hill Advisors#2733 · 2,773 sh | 2,773 | $2.1M | 0.92% | +13.9% |
| 2734 | Great Diamond Partners#2734 · 2,770 sh | 2,770 | $2.1M | — | -6.7% |
| 2735 | Wingate Wealth Advisors#2735 · 2,767 sh | 2,767 | $2.1M | — | -0.2% |
| 2736 | Saxony Capital Management#2736 · 2,763 sh | 2,763 | $2.1M | — | -0.5% |
| 2737 | Gladwyn Financial Advisors#2737 · 2,762 sh | 2,762 | $2.1M | — | +0.8% |
| 2738 | Atlantic Edge Private Wealth Management#2738 · 2,761 sh | 2,761 | $2.1M | — | +0.2% |
| 2739 | FLOYD FINANCIAL GROUP#2739 · 2,735 sh | 2,735 | $2.1M | 1.34% | -1.3% |
| 2740 | Investors Research#2740 · 2,752 sh | 2,752 | $2.1M | — | +168.5% |
| 2741 | Pekin Hardy Strauss#2741 · 2,752 sh | 2,752 | $2.1M | 0.18% | -0.9% |
| 2742 | TFR Capital#2742 · 2,747 sh | 2,747 | $2.1M | 0.58% | -1.8% |
| 2743 | CORDA Investment Management#2743 · 2,746 sh | 2,746 | $2.1M | — | +4.6% |
| 2744 | MOGY JOEL R INVESTMENT COUNSEL#2744 · 2,744 sh | 2,744 | $2.0M | — | 0.0% |
| 2745 | Sather Financial Group#2745 · 2,741 sh | 2,741 | $2.0M | 0.12% | -7.4% |
| 2746 | Reflection Asset Management#2746 · 2,733 sh | 2,733 | $2.0M | 0.95% | -4.1% |
| 2747 | Transce3nd#2747 · 2,702 sh | 2,702 | $2.0M | — | -20.0% |
| 2748 | Cane Capital Partners#2748 · 2,730 sh | 2,730 | $2.0M | — | +1.3% |
| 2749 | GABLES CAPITAL MANAGEMENT#2749 · 2,729 sh | 2,729 | $2.0M | 0.74% | -0.7% |
| 2750 | Pine Haven Investment Counsel#2750 · 2,729 sh | 2,729 | $2.0M | 1.37% | +0.6% |
| 2751 | CORA CAPITAL ADVISORS#2751 · 2,726 sh | 2,726 | $2.0M | 0.57% | 0.0% |
| 2752 | COWA#2752 · 2,723 sh | 2,723 | $2.0M | 0.51% | -0.9% |
| 2753 | Cambridge Financial Group#2753 · 2,721 sh | 2,721 | $2.0M | — | -2.0% |
| 2754 | PROATHLETE WEALTH MANAGEMENT#2754 · 2,715 sh | 2,715 | $2.0M | — | -9.0% |
| 2755 | COUNTRY BANK#2755 · 2,715 sh | 2,715 | $2.0M | 0.04% | -8.2% |
| 2756 | Birch Hill Investment Advisors#2756 · 2,714 sh | 2,714 | $2.0M | — | -0.4% |
| 2757 | First Bancorp#2757 · 2,714 sh | 2,714 | $2.0M | — | -0.1% |
| 2758 | MA Private Wealth#2758 · 2,712 sh | 2,712 | $2.0M | 0.30% | +4.8% |
| 2759 | Clarity Financial#2759 · 2,710 sh | 2,710 | $2.0M | 0.17% | -10.0% |
| 2760 | Tanager Wealth Management LLP#2760 · 2,707 sh | 2,707 | $2.0M | — | -1.1% |
| 2761 | American Financial Advisors#2761 · 2,706 sh | 2,706 | $2.0M | 0.24% | 0.0% |
| 2762 | ESL Services#2762 · 2,703 sh | 2,703 | $2.0M | 0.34% | +6.5% |
| 2763 | Bellevue Group AG#2763 · 2,700 sh | 2,700 | $2.0M | 0.04% | 0.0% |
| 2764 | Index Fund Advisors#2764 · 2,697 sh | 2,697 | $2.0M | 0.08% | +1.6% |
| 2765 | Prosperity Financial Group#2765 · 2,696 sh | 2,696 | $2.0M | 0.62% | -0.3% |
| 2766 | Ahara Advisors#2766 · 2,694 sh | 2,694 | $2.0M | 1.32% | -16.6% |
| 2767 | Wiser Wealth Management#2767 · 2,692 sh | 2,692 | $2.0M | — | +15.6% |
| 2768 | Hutchens & Kramer Investment Management Group#2768 · 2,688 sh | 2,688 | $2.0M | — | +1.9% |
| 2769 | Eagle Bay Advisors#2769 · 2,682 sh | 2,682 | $2.0M | — | +70.8% |
| 2770 | Legacy Financial Group#2770 · 2,679 sh | 2,679 | $2.0M | 0.23% | -0.1% |
| 2771 | REDW Wealth#2771 · 2,678 sh | 2,678 | $2.0M | 0.72% | 0.0% |
| 2772 | Gibbs Wealth Management#2772 · 2,675 sh | 2,675 | $2.0M | — | +3.9% |
| 2773 | Independent Wealth Network#2773 · 2,667 sh | 2,667 | $2.0M | — | -4.2% |
| 2774 | Park Edge Advisors#2774 · 2,666 sh | 2,666 | $2.0M | 0.42% | +0.1% |
| 2775 | Hudson Portfolio Management#2775 · 2,663 sh | 2,663 | $2.0M | 1.50% | -1.2% |
| 2776 | Centurion Wealth Management#2776 · 2,659 sh | 2,659 | $2.0M | — | -41.8% |
| 2777 | Abundance Wealth Counselors#2777 · 2,659 sh | 2,659 | $2.0M | — | -26.0% |
| 2778 | SS&H Financial Advisors#2778 · 2,656 sh | 2,656 | $2.0M | 0.51% | — |
| 2779 | Westbourne Investment Advisors#2779 · 2,652 sh | 2,652 | $2.0M | — | -0.8% |
| 2780 | National Wealth Management Group#2780 · 2,650 sh | 2,650 | $2.0M | — | -9.6% |
| 2781 | Trace Wealth Advisors#2781 · 2,650 sh | 2,650 | $2.0M | 1.29% | 0.0% |
| 2782 | Southeast Asset Advisors#2782 · 2,639 sh | 2,639 | $2.0M | 0.20% | +12.8% |
| 2783 | Long Road Investment Counsel#2783 · 2,639 sh | 2,639 | $2.0M | 0.73% | -1.5% |
| 2784 | Capital Investment Counsel#2784 · 2,638 sh | 2,638 | $2.0M | — | +3.9% |
| 2785 | R2 Capital Strategies#2785 · 2,635 sh | 2,635 | $2.0M | — | — |
| 2786 | Samara Investment Management#2786 · 2,635 sh | 2,635 | $2.0M | 1.81% | -5.5% |
| 2787 | VAUGHAN DAVID INVESTMENTS#2787 · 2,633 sh | 2,633 | $2.0M | 0.04% | +1.0% |
| 2788 | Miramar Capital#2788 · 2,632 sh | 2,632 | $2.0M | 0.43% | -1.1% |
| 2789 | Financial Synergies Wealth Advisors#2789 · 2,627 sh | 2,627 | $2.0M | — | -38.7% |
| 2790 | Unify Financial Advisors#2790 · 2,626 sh | 2,626 | $2.0M | 1.81% | -1.5% |
| 2791 | STALEY CAPITAL ADVISERS#2791 · 2,613 sh | 2,613 | $2.0M | 0.08% | 0.0% |
| 2792 | Meridian Financial Advisors#2792 · 2,611 sh | 2,611 | $1.9M | — | +0.3% |
| 2793 | ROBINSON SMITH WEALTH ADVISORS#2793 · 2,609 sh | 2,609 | $1.9M | — | +0.6% |
| 2794 | Ankerstar Wealth#2794 · 2,601 sh | 2,601 | $1.9M | 1.63% | +5.9% |
| 2795 | BAXTER BROS#2795 · 2,606 sh | 2,606 | $1.9M | 0.23% | +1.8% |
| 2796 | Lantz Financial#2796 · 2,604 sh | 2,604 | $1.9M | — | -1.3% |
| 2797 | Strata Wealth Advisors#2797 · 2,604 sh | 2,604 | $1.9M | — | -0.6% |
| 2798 | Sterling Financial Planning#2798 · 2,598 sh | 2,598 | $1.9M | 0.53% | +0.1% |
| 2799 | Kelly Financial Services#2799 · 2,595 sh | 2,595 | $1.9M | — | +4.8% |
| 2800 | CFO4Life Group#2800 · 2,595 sh | 2,595 | $1.9M | 0.26% | -30.9% |
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.