SPDR S&P 500 ETF TRUST (SPY) — Institutional Holders, Q2 2026 (page 30)
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 2,901 to 3,000. 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 2,901–3,000 of 4,689
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2901 | Cladis Investment Advisory#2901 · 2,314 sh | 2,314 | $1.7M | 0.81% | +25.3% |
| 2902 | Davis Capital Management#2902 · 2,312 sh | 2,312 | $1.7M | — | +0.3% |
| 2903 | CITY NATIONAL BANK OF FLORIDA#2903 · 2,312 sh | 2,312 | $1.7M | 0.72% | +93.0% |
| 2904 | CURIO WEALTH#2904 · 2,310 sh | 2,310 | $1.7M | 0.54% | +0.7% |
| 2905 | N.E.W. Advisory Services#2905 · 2,307 sh | 2,307 | $1.7M | 0.12% | +0.7% |
| 2906 | Crusonia Wealth Advisors#2906 · 2,305 sh | 2,305 | $1.7M | — | +4.2% |
| 2907 | Kapstone Financial Advisors#2907 · 2,300 sh | 2,300 | $1.7M | 0.72% | +1.4% |
| 2908 | Triton Wealth Management, PLLC#2908 · 2,302 sh | 2,302 | $1.7M | 0.53% | -2.7% |
| 2909 | PRECEDENT WEALTH PARTNERS#2909 · 2,294 sh | 2,294 | $1.7M | — | +12.0% |
| 2910 | Giverny Capital#2910 · 2,294 sh | 2,294 | $1.7M | 0.06% | -7.3% |
| 2911 | Moisand Fitzgerald Tamayo#2911 · 2,293 sh | 2,293 | $1.7M | — | 0.0% |
| 2912 | SJS Investment Consulting#2912 · 2,288 sh | 2,288 | $1.7M | — | -0.2% |
| 2913 | Umpqua Bank#2913 · 2,287 sh | 2,287 | $1.7M | 0.38% | 0.0% |
| 2914 | Wealth Alliance Advisory Group#2914 · 2,285 sh | 2,285 | $1.7M | — | -21.9% |
| 2915 | MATTERN CAPITAL MANAGEMENT#2915 · 2,285 sh | 2,285 | $1.7M | 0.20% | +2.4% |
| 2916 | Piscataqua Savings Bank#2916 · 2,285 sh | 2,285 | $1.7M | — | +0.1% |
| 2917 | MARSHALL INVESTMENT MANAGEMENT#2917 · 2,284 sh | 2,284 | $1.7M | 0.71% | -15.7% |
| 2918 | Callahan Advisors#2918 · 2,283 sh | 2,283 | $1.7M | 0.13% | -29.6% |
| 2919 | RFG - Bristol Wealth Advisors#2919 · 2,276 sh | 2,276 | $1.7M | — | +0.2% |
| 2920 | XTX Topco Ltd#2920 · 2,268 sh | 2,268 | $1.7M | 0.02% | -94.8% |
| 2921 | Purkiss Capital Advisors#2921 · 2,267 sh | 2,267 | $1.7M | 0.64% | -12.2% |
| 2922 | Beirne Wealth Consulting Services#2922 · 2,260 sh | 2,260 | $1.7M | — | -21.2% |
| 2923 | Mendel Money Management#2923 · 2,264 sh | 2,264 | $1.7M | 0.62% | -20.4% |
| 2924 | TMB Capital Partners#2924 · 2,260 sh | 2,260 | $1.7M | — | -1.7% |
| 2925 | MARINO, STRAM & ASSOCIATES#2925 · 2,254 sh | 2,254 | $1.7M | — | +1.0% |
| 2926 | PHILADELPHIA#2926 · 2,252 sh | 2,252 | $1.7M | 0.11% | -0.3% |
| 2927 | REUTER JAMES WEALTH MANAGEMENT#2927 · 2,252 sh | 2,252 | $1.7M | — | 0.0% |
| 2928 | Strategic Investment Advisors / MI#2928 · 2,249 sh | 2,249 | $1.7M | 0.10% | +6.3% |
| 2929 | ROSENBLUM SILVERMAN SUTTON S F#2929 · 2,245 sh | 2,245 | $1.7M | 0.40% | +6.7% |
| 2930 | Clarion Wealth Managment Partners#2930 · 2,243 sh | 2,243 | $1.7M | 1.35% | +0.1% |
| 2931 | Hudson Value Partners#2931 · 2,239 sh | 2,239 | $1.7M | 0.42% | +0.7% |
| 2932 | First PREMIER Bank#2932 · 2,239 sh | 2,239 | $1.7M | — | -2.8% |
| 2933 | Capital CS Group#2933 · 2,233 sh | 2,233 | $1.7M | 1.32% | -4.5% |
| 2934 | CYPRESS ASSET MANAGEMENT#2934 · 2,227 sh | 2,227 | $1.7M | — | -0.6% |
| 2935 | Beacon Wealthcare#2935 · 2,222 sh | 2,222 | $1.7M | — | 0.0% |
| 2936 | Pinion Investment Advisors#2936 · 2,222 sh | 2,222 | $1.7M | 0.31% | -0.1% |
| 2937 | Exchange Bank#2937 · 2,214 sh | 2,214 | $1.7M | — | -22.7% |
| 2938 | COOKSON PEIRCE#2938 · 2,210 sh | 2,210 | $1.7M | 0.05% | +13.2% |
| 2939 | JPL Wealth Management#2939 · 2,209 sh | 2,209 | $1.6M | 0.33% | +3.1% |
| 2940 | Key FInancial#2940 · 2,207 sh | 2,207 | $1.6M | 0.27% | +0.1% |
| 2941 | Sentinel Advisory Group#2941 · 2,206 sh | 2,206 | $1.6M | — | +0.3% |
| 2942 | TOBIAS FINANCIAL ADVISORS#2942 · 2,205 sh | 2,205 | $1.6M | 0.21% | -3.6% |
| 2943 | Wallace Capital Management#2943 · 2,205 sh | 2,205 | $1.6M | 0.18% | -27.8% |
| 2944 | Armor Investment Advisors#2944 · 2,204 sh | 2,204 | $1.6M | 0.53% | 0.0% |
| 2945 | PARTHENON#2945 · 2,204 sh | 2,204 | $1.6M | — | 0.0% |
| 2946 | Marshall & Sterling Wealth Advisors#2946 · 2,198 sh | 2,198 | $1.6M | 0.97% | +14.9% |
| 2947 | IFC Advisors#2947 · 2,196 sh | 2,196 | $1.6M | 0.21% | +0.5% |
| 2948 | ALERUS FINANCIAL NA#2948 · 2,195 sh | 2,195 | $1.6M | 0.07% | -2.2% |
| 2949 | W.H. Cornerstone Investments#2949 · 2,193 sh | 2,193 | $1.6M | 0.93% | -10.8% |
| 2950 | Westend Capital Management#2950 · 2,189 sh | 2,189 | $1.6M | 0.37% | +1116.1% |
| 2951 | Front Row Advisors#2951 · 2,121 sh | 2,121 | $1.6M | 0.47% | -2.8% |
| 2952 | Portside Wealth Group#2952 · 2,184 sh | 2,184 | $1.6M | — | +84.5% |
| 2953 | Windsor Advisory Group#2953 · 2,180 sh | 2,180 | $1.6M | 1.18% | +6.0% |
| 2954 | WEALTHSPAN PARTNERS#2954 · 2,180 sh | 2,180 | $1.6M | 0.51% | -0.2% |
| 2955 | CacheTech#2955 · 2,180 sh | 2,180 | $1.6M | 0.26% | -0.5% |
| 2956 | BCS Private Wealth Management#2956 · 2,170 sh | 2,170 | $1.6M | 0.49% | +1.5% |
| 2957 | Talon Private Wealth#2957 · 2,172 sh | 2,172 | $1.6M | 0.09% | +112.9% |
| 2958 | Summit Global Investments#2958 · 2,170 sh | 2,170 | $1.6M | 0.09% | +66.8% |
| 2959 | Bannerstone Capital Management#2959 · 2,167 sh | 2,167 | $1.6M | 1.36% | -45.8% |
| 2960 | Family Office Research#2960 · 2,164 sh | 2,164 | $1.6M | — | 0.0% |
| 2961 | Eddie Patel#2961 · 2,160 sh | 2,160 | $1.6M | 0.96% | -0.5% |
| 2962 | WEATHERLY ASSET MANAGEMENT L. P.#2962 · 2,152 sh | 2,152 | $1.6M | — | -2.1% |
| 2963 | Global Wealth Strategies & Associates#2963 · 2,152 sh | 2,152 | $1.6M | — | -2.5% |
| 2964 | Your Advocates Ltd., LLP#2964 · 2,150 sh | 2,150 | $1.6M | 0.46% | -9.3% |
| 2965 | Diversified Enterprises#2965 · 2,148 sh | 2,148 | $1.6M | — | -85.8% |
| 2966 | HARRIS ASSOCIATES L P#2966 · 2,148 sh | 2,148 | $1.6M | <0.01% | -72.1% |
| 2967 | VAUGHAN & SECURITIES#2967 · 2,146 sh | 2,146 | $1.6M | — | -0.2% |
| 2968 | MontVue Capital Management#2968 · 2,143 sh | 2,143 | $1.6M | — | -3.5% |
| 2969 | David R. Rahn & Associates#2969 · 2,136 sh | 2,136 | $1.6M | 0.38% | +27.2% |
| 2970 | Robinhood Asset Management#2970 · 2,135 sh | 2,135 | $1.6M | 0.09% | +46.5% |
| 2971 | J. L. Bainbridge#2971 · 2,133 sh | 2,133 | $1.6M | — | -6.2% |
| 2972 | L. Roy Papp & Associates, LLP#2972 · 2,133 sh | 2,133 | $1.6M | — | -1.0% |
| 2973 | Shakespeare Wealth Management#2973 · 2,131 sh | 2,131 | $1.6M | 0.42% | New |
| 2974 | GK Wealth Management#2974 · 2,129 sh | 2,129 | $1.6M | — | +433.6% |
| 2975 | Alpha Financial Partners#2975 · 2,123 sh | 2,123 | $1.6M | 0.83% | 0.0% |
| 2976 | McGuire Investment Group#2976 · 2,121 sh | 2,121 | $1.6M | — | 0.0% |
| 2977 | 3Chopt Investment Partners#2977 · 2,115 sh | 2,115 | $1.6M | 0.30% | -3.0% |
| 2978 | Diversified Investment Strategies#2978 · 2,120 sh | 2,120 | $1.6M | 1.02% | 0.0% |
| 2979 | Formidable Asset Management#2979 · 2,630 sh | 2,630 | $1.6M | 0.25% | +1.7% |
| 2980 | LARCH CAPITAL PARTNERS#2980 · 2,115 sh | 2,115 | $1.6M | 0.23% | +90.0% |
| 2981 | Highland Investment Advisors#2981 · 2,111 sh | 2,111 | $1.6M | 0.69% | — |
| 2982 | CHESAPEAKE ASSET MANAGEMENT#2982 · 4,188 sh | 4,188 | $1.6M | 1.20% | +0.6% |
| 2983 | MUSTICO FINANCIAL GROUP#2983 · 2,108 sh | 2,108 | $1.6M | 1.02% | -0.3% |
| 2984 | Baring Financial#2984 · 2,108 sh | 2,108 | $1.6M | — | +2.8% |
| 2985 | CNB Bank#2985 · 2,107 sh | 2,107 | $1.6M | 0.61% | -2.4% |
| 2986 | 3 FACTOR INDEXING#2986 · 2,101 sh | 2,101 | $1.6M | — | -0.1% |
| 2987 | Courage Miller Partners#2987 · 2,099 sh | 2,099 | $1.6M | — | 0.0% |
| 2988 | Arcadia Wealth Management#2988 · 2,092 sh | 2,092 | $1.6M | 0.75% | -2.8% |
| 2989 | Kingstone Capital Partners Texas#2989 · 2,092 sh | 2,092 | $1.6M | 0.83% | +4.1% |
| 2990 | Waterway Wealth Management#2990 · 2,090 sh | 2,090 | $1.6M | 0.32% | -0.4% |
| 2991 | Clark Asset Management#2991 · 2,087 sh | 2,087 | $1.6M | — | +101.3% |
| 2992 | Capital Advantage#2992 · 2,086 sh | 2,086 | $1.6M | — | +4.8% |
| 2993 | Wealth Management Nebraska#2993 · 2,081 sh | 2,081 | $1.6M | — | -0.4% |
| 2994 | Jessup Wealth Management#2994 · 2,081 sh | 2,081 | $1.6M | — | -2.0% |
| 2995 | DEARBORN PARTNERS#2995 · 2,388 sh | 2,388 | $1.6M | 0.08% | 0.0% |
| 2996 | St. Louis#2996 · 130,821 sh | 130,821 | $1.6M | 0.18% | -0.1% |
| 2997 | Intellus Advisors#2997 · 2,079 sh | 2,079 | $1.6M | 0.19% | -6.0% |
| 2998 | Freedom Investment Management#2998 · 2,079 sh | 2,079 | $1.6M | 0.43% | +12.4% |
| 2999 | Catalyst Investment Management#2999 · 2,077 sh | 2,077 | $1.6M | — | -3.8% |
| 3000 | KIRTLAND HILLS CAPITAL MANAGEMENT#3000 · 2,076 sh | 2,076 | $1.6M | 0.44% | +8.2% |
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.