SPDR S&P 500 ETF TRUST (SPY) — Institutional Holders, Q2 2026 (page 32)
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 3,101 to 3,200. 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 3,101–3,200 of 4,689
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3101 | MONETARY MANAGEMENT GROUP#3101 · 1,860 sh | 1,860 | $1.4M | 0.29% | 0.0% |
| 3102 | Centric Wealth Management#3102 · 1,930 sh | 1,930 | $1.4M | 0.22% | 0.0% |
| 3103 | Leisure Capital Management#3103 · 1,855 sh | 1,855 | $1.4M | 0.43% | -1.6% |
| 3104 | Palogic Value Management, L.P.#3104 · 1,855 sh | 1,855 | $1.4M | 0.46% | 0.0% |
| 3105 | Advocate Investing Services#3105 · 1,852 sh | 1,852 | $1.4M | — | -10.8% |
| 3106 | BDFS Capital#3106 · 1,851 sh | 1,851 | $1.4M | — | +0.6% |
| 3107 | Pacific Asset Management#3107 · 1,849 sh | 1,849 | $1.4M | — | -2.9% |
| 3108 | Vernal Point Advisors#3108 · 1,844 sh | 1,844 | $1.4M | 0.47% | 0.0% |
| 3109 | Souders Financial Advisors#3109 · 1,848 sh | 1,848 | $1.4M | 0.14% | +0.5% |
| 3110 | Concentrum Wealth Management#3110 · 1,847 sh | 1,847 | $1.4M | 0.33% | -8.7% |
| 3111 | Buck Wealth Strategies#3111 · 1,846 sh | 1,846 | $1.4M | 0.14% | -40.6% |
| 3112 | Trademark Financial Management#3112 · 1,845 sh | 1,845 | $1.4M | — | -0.3% |
| 3113 | CUTLER INVESTMENT COUNSEL#3113 · 1,839 sh | 1,839 | $1.4M | 0.13% | -19.6% |
| 3114 | EagleClaw Capital Managment#3114 · 1,837 sh | 1,837 | $1.4M | 0.18% | +5.2% |
| 3115 | BancFirst & Investment Management#3115 · 1,849 sh | 1,849 | $1.4M | 0.58% | +1.8% |
| 3116 | CORRECT CAPITAL WEALTH MANAGEMENT#3116 · 1,834 sh | 1,834 | $1.4M | 0.24% | -89.7% |
| 3117 | HIGHBRIDGE CAPITAL MANAGEMENT#3117 · 1,834 sh | 1,834 | $1.4M | 0.03% | New |
| 3118 | Garner Asset Management#3118 · 1,830 sh | 1,830 | $1.4M | 0.44% | +0.1% |
| 3119 | Francis Financial#3119 · 1,829 sh | 1,829 | $1.4M | 0.22% | +210.5% |
| 3120 | Clear Trail Advisors#3120 · 1,827 sh | 1,827 | $1.4M | — | -1.1% |
| 3121 | W.G. Shaheen & Associates DBA Whitney#3121 · 1,821 sh | 1,821 | $1.4M | 0.10% | +6.0% |
| 3122 | Sage Investment Advisers#3122 · 1,821 sh | 1,821 | $1.4M | — | +0.1% |
| 3123 | WealthTrust Axiom#3123 · 1,820 sh | 1,820 | $1.4M | 0.30% | -1.6% |
| 3124 | AJ Advisors#3124 · 1,820 sh | 1,820 | $1.4M | 0.42% | +0.3% |
| 3125 | Milestones Private Investment Advisors#3125 · 1,819 sh | 1,819 | $1.4M | — | 0.0% |
| 3126 | Silver Oak Advisory Group#3126 · 1,818 sh | 1,818 | $1.4M | 0.54% | -1.8% |
| 3127 | ONE Advisory Partners#3127 · 1,813 sh | 1,813 | $1.4M | — | +2.8% |
| 3128 | ISTHMUS PARTNERS#3128 · 1,812 sh | 1,812 | $1.4M | — | 0.0% |
| 3129 | Ballast#3129 · 1,806 sh | 1,806 | $1.3M | — | +0.3% |
| 3130 | THEORY FINANCIAL#3130 · 1,806 sh | 1,806 | $1.3M | 0.42% | 0.0% |
| 3131 | Truvestments Capital#3131 · 1,806 sh | 1,806 | $1.3M | 0.20% | +18.0% |
| 3132 | Z3 Capital Partners#3132 · 1,800 sh | 1,800 | $1.3M | 0.28% | +0.6% |
| 3133 | POSTROCK PARTNERS#3133 · 1,800 sh | 1,800 | $1.3M | 0.55% | 0.0% |
| 3134 | Financial Planning Hawaii#3134 · 1,798 sh | 1,798 | $1.3M | — | +24.4% |
| 3135 | Adelphi#3135 · 1,796 sh | 1,796 | $1.3M | — | +1.7% |
| 3136 | United Bank#3136 · 1,787 sh | 1,787 | $1.3M | 0.41% | +11.4% |
| 3137 | Level Financial Advisors#3137 · 1,783 sh | 1,783 | $1.3M | — | -5.4% |
| 3138 | Fiduciary Group#3138 · 1,781 sh | 1,781 | $1.3M | 0.10% | -1.2% |
| 3139 | Marion Wealth Management#3139 · 1,777 sh | 1,777 | $1.3M | — | -0.4% |
| 3140 | VISTA INVESTMENT MANAGEMENT#3140 · 1,777 sh | 1,777 | $1.3M | 0.40% | 0.0% |
| 3141 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP#3141 · 1,775 sh | 1,775 | $1.3M | 0.16% | +20.1% |
| 3142 | Alpha Financial Advisors#3142 · 1,771 sh | 1,771 | $1.3M | 0.35% | +17.3% |
| 3143 | Unison Asset Management#3143 · 1,768 sh | 1,768 | $1.3M | 0.54% | 0.0% |
| 3144 | Silver Grove Financial Group#3144 · 1,766 sh | 1,766 | $1.3M | 0.71% | +0.7% |
| 3145 | MYECFO#3145 · 1,764 sh | 1,764 | $1.3M | — | 0.0% |
| 3146 | Financial Security Advisor#3146 · 1,758 sh | 1,758 | $1.3M | 0.21% | -0.1% |
| 3147 | August Group Capital Ltd#3147 · 1,759 sh | 1,759 | $1.3M | — | +0.8% |
| 3148 | Dominguez Wealth Management Solutions#3148 · 1,756 sh | 1,756 | $1.3M | — | +0.1% |
| 3149 | Sendero Wealth Management#3149 · 1,751 sh | 1,751 | $1.3M | — | +19.8% |
| 3150 | DKM Wealth Management#3150 · 1,746 sh | 1,746 | $1.3M | — | +0.2% |
| 3151 | Narwhal Capital Management#3151 · 1,743 sh | 1,743 | $1.3M | 0.09% | -1.1% |
| 3152 | DBA TRADING#3152 · 2,000 sh | 2,000 | $1.3M | 0.65% | 0.0% |
| 3153 | Align Financial#3153 · 1,740 sh | 1,740 | $1.3M | — | -1.5% |
| 3154 | Carrera Capital Advisors#3154 · 1,735 sh | 1,735 | $1.3M | 0.19% | +4.1% |
| 3155 | Live Oak Private Wealth#3155 · 1,735 sh | 1,735 | $1.3M | 0.16% | +0.6% |
| 3156 | AVAII WEALTH MANAGEMENT#3156 · 1,732 sh | 1,732 | $1.3M | — | +5.1% |
| 3157 | Key Capital Management#3157 · 1,731 sh | 1,731 | $1.3M | 0.67% | -3.0% |
| 3158 | PROFESSIONAL ADVISORY SERVICES#3158 · 1,730 sh | 1,730 | $1.3M | — | -4.4% |
| 3159 | Syntegra Private Wealth Group#3159 · 1,728 sh | 1,728 | $1.3M | — | -1.9% |
| 3160 | Wescott Financial Advisory Group#3160 · 1,728 sh | 1,728 | $1.3M | 0.10% | -1.4% |
| 3161 | Sargent Investment Group#3161 · 1,727 sh | 1,727 | $1.3M | 0.16% | +42.3% |
| 3162 | ECLECTIC ASSOCIATES#3162 · 1,726 sh | 1,726 | $1.3M | — | -0.2% |
| 3163 | HTG Investment Advisors#3163 · 1,724 sh | 1,724 | $1.3M | 0.33% | -3.0% |
| 3164 | New Harbor Financial Group#3164 · 1,723 sh | 1,723 | $1.3M | — | -38.5% |
| 3165 | GFI Investment Counsel Ltd.#3165 · 1,723 sh | 1,723 | $1.3M | 0.17% | New |
| 3166 | PRELUDE CAPITAL MANAGEMENT#3166 · 1,720 sh | 1,720 | $1.3M | 0.09% | +30.5% |
| 3167 | BECK MACK & OLIVER#3167 · 1,714 sh | 1,714 | $1.3M | 0.03% | +14.0% |
| 3168 | Eagle Bluffs Wealth Management#3168 · 1,707 sh | 1,707 | $1.3M | — | 0.0% |
| 3169 | Cetera Company, N.A#3169 · 1,711 sh | 1,711 | $1.3M | 0.64% | 0.0% |
| 3170 | ADAMSBROWN WEALTH CONSULTANTS#3170 · 1,710 sh | 1,710 | $1.3M | — | +69.6% |
| 3171 | Grey Fox Wealth Advisors#3171 · 1,705 sh | 1,705 | $1.3M | 0.20% | +26.1% |
| 3172 | FLYNN ZITO CAPITAL MANAGEMENT#3172 · 1,706 sh | 1,706 | $1.3M | 0.35% | +2.6% |
| 3173 | Prospect Financial Group#3173 · 1,706 sh | 1,706 | $1.3M | 1.03% | 0.0% |
| 3174 | Concord Wealth Partners#3174 · 1,704 sh | 1,704 | $1.3M | 0.15% | +0.3% |
| 3175 | AMARA FINANCIAL#3175 · 1,703 sh | 1,703 | $1.3M | 0.76% | 0.0% |
| 3176 | Financial Advisory#3176 · 1,700 sh | 1,700 | $1.3M | — | -2.0% |
| 3177 | Summit Asset Management#3177 · 1,699 sh | 1,699 | $1.3M | 0.16% | -22.0% |
| 3178 | JB Capital#3178 · 1,699 sh | 1,699 | $1.3M | — | +23.2% |
| 3179 | POINCIANA ADVISORS GROUP#3179 · 1,697 sh | 1,697 | $1.3M | 0.94% | 0.0% |
| 3180 | RIVERBRIDGE PARTNERS#3180 · 1,694 sh | 1,694 | $1.3M | 0.04% | 0.0% |
| 3181 | Center For Asset Management#3181 · 1,692 sh | 1,692 | $1.3M | — | +10.4% |
| 3182 | WLTH Capital Management#3182 · 1,688 sh | 1,688 | $1.3M | — | +42.7% |
| 3183 | Capital Asset Managemnet#3183 · 1,685 sh | 1,685 | $1.3M | 2.83% | -28.9% |
| 3184 | EVOLUTION WEALTH MANAGEMENT#3184 · 1,683 sh | 1,683 | $1.3M | 0.74% | +64.2% |
| 3185 | INVESTMENT PARTNERS, LTD.#3185 · 1,682 sh | 1,682 | $1.3M | 0.39% | +4.4% |
| 3186 | Whalen Wealth Management#3186 · 1,680 sh | 1,680 | $1.3M | — | -0.4% |
| 3187 | Strategies Wealth Advisors#3187 · 1,677 sh | 1,677 | $1.3M | 0.11% | -3.5% |
| 3188 | Powers Advisory Group#3188 · 1,676 sh | 1,676 | $1.3M | — | 0.0% |
| 3189 | ACORN FINANCIAL ADVISORY SERVICES#3189 · 1,675 sh | 1,675 | $1.3M | 0.17% | -18.7% |
| 3190 | Compass Financial Services#3190 · 1,675 sh | 1,675 | $1.3M | 0.47% | -1.9% |
| 3191 | DOVER ADVISORS#3191 · 1,825 sh | 1,825 | $1.2M | 0.51% | -1.0% |
| 3192 | MRA Advisory Group#3192 · 1,668 sh | 1,668 | $1.2M | — | -25.5% |
| 3193 | Forum Finance Group S.A.#3193 · 2,052 sh | 2,052 | $1.2M | 0.45% | +17.8% |
| 3194 | Measured Risk Portfolios#3194 · 710,053 sh | 710,053 | $1.2M | — | New |
| 3195 | Carr Financial Group#3195 · 1,645 sh | 1,645 | $1.2M | 0.28% | +37.7% |
| 3196 | VSM Wealth Advisory#3196 · 1,644 sh | 1,644 | $1.2M | 0.33% | +0.1% |
| 3197 | Meeder Advisory Services#3197 · 1,641 sh | 1,641 | $1.2M | 0.04% | +19.4% |
| 3198 | Mason & Associates#3198 · 1,636 sh | 1,636 | $1.2M | 0.20% | -2.0% |
| 3199 | Peak Wealth Management#3199 · 1,633 sh | 1,633 | $1.2M | — | +7.2% |
| 3200 | Xcel Wealth Management#3200 · 1,631 sh | 1,631 | $1.2M | — | -0.7% |
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.