SPDR S&P 500 ETF TRUST (SPY) — Institutional Holders, Q2 2026 (page 33)
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 3,201 to 3,300. 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 3,201–3,300 of 4,689
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3201 | Financial Alternatives#3201 · 1,630 sh | 1,630 | $1.2M | 0.60% | -15.2% |
| 3202 | Bullock Wealth Management Group#3202 · 1,632 sh | 1,632 | $1.2M | — | -6.2% |
| 3203 | Archer Investment Management#3203 · 1,628 sh | 1,628 | $1.2M | — | New |
| 3204 | Elevated Private Wealth#3204 · 1,624 sh | 1,624 | $1.2M | — | — |
| 3205 | GHP Investment Advisors#3205 · 1,621 sh | 1,621 | $1.2M | — | +5.3% |
| 3206 | Navalign#3206 · 1,619 sh | 1,619 | $1.2M | 0.28% | +0.4% |
| 3207 | BARLOW WEALTH PARTNERS#3207 · 1,622 sh | 1,622 | $1.2M | — | 0.0% |
| 3208 | Passive Capital Management#3208 · 1,773 sh | 1,773 | $1.2M | 0.38% | 0.0% |
| 3209 | RFP Financial Group#3209 · 1,618 sh | 1,618 | $1.2M | 0.54% | +75.9% |
| 3210 | Heck Capital Advisors#3210 · 1,614 sh | 1,614 | $1.2M | — | +0.1% |
| 3211 | Frederick Financial Consultants#3211 · 1,614 sh | 1,614 | $1.2M | 0.51% | +0.7% |
| 3212 | Sonoma Private Wealth#3212 · 1,614 sh | 1,614 | $1.2M | 1.29% | +59.2% |
| 3213 | McDonough Capital Management#3213 · 1,612 sh | 1,612 | $1.2M | 0.60% | 0.0% |
| 3214 | GREENUP STREET WEALTH MANAGEMENT#3214 · 1,611 sh | 1,611 | $1.2M | 0.15% | -79.5% |
| 3215 | Penbrook Management#3215 · 1,605 sh | 1,605 | $1.2M | — | 0.0% |
| 3216 | TRAN CAPITAL MANAGEMENT, L.P.#3216 · 1,601 sh | 1,601 | $1.2M | — | +1.1% |
| 3217 | Stack Financial Management#3217 · 1,598 sh | 1,598 | $1.2M | 0.09% | -1.4% |
| 3218 | TCFG Investment Advisors#3218 · 1,591 sh | 1,591 | $1.2M | — | -0.4% |
| 3219 | Stirlingshire Investments#3219 · 1,583 sh | 1,583 | $1.2M | 0.88% | -1.1% |
| 3220 | Tepp RIA#3220 · 1,587 sh | 1,587 | $1.2M | — | -68.5% |
| 3221 | Providence Capital Advisors#3221 · 1,587 sh | 1,587 | $1.2M | 0.18% | -3.6% |
| 3222 | Quantum Private Wealth#3222 · 1,586 sh | 1,586 | $1.2M | — | -5.3% |
| 3223 | Blue Capital#3223 · 1,583 sh | 1,583 | $1.2M | — | -31.8% |
| 3224 | LAWOOD#3224 · 1,582 sh | 1,582 | $1.2M | — | 0.0% |
| 3225 | Walser Wealth Management Company, A Ltd Liability#3225 · 1,580 sh | 1,580 | $1.2M | — | -7.4% |
| 3226 | CLIENT 1ST ADVISORY GROUP#3226 · 1,578 sh | 1,578 | $1.2M | — | +4.0% |
| 3227 | Poehling Capital Management#3227 · 1,575 sh | 1,575 | $1.2M | — | +191.1% |
| 3228 | PFG Private Wealth Management#3228 · 1,573 sh | 1,573 | $1.2M | — | -0.4% |
| 3229 | Great Waters Wealth Management#3229 · 1,571 sh | 1,571 | $1.2M | — | +58.8% |
| 3230 | Johnson & White Wealth Management#3230 · 1,567 sh | 1,567 | $1.2M | 0.44% | +0.1% |
| 3231 | Level Wealth Management#3231 · 1,557 sh | 1,557 | $1.2M | — | +5.1% |
| 3232 | NORTHBRIDGE FINANCIAL GROUP#3232 · 1,556 sh | 1,556 | $1.2M | 0.45% | +0.2% |
| 3233 | BELLEVUE ASSET MANAGEMENT#3233 · 1,554 sh | 1,554 | $1.2M | 0.54% | -1.0% |
| 3234 | WEST MICHIGAN ADVISORS#3234 · 1,778 sh | 1,778 | $1.2M | 0.25% | 0.0% |
| 3235 | Texas Bank#3235 · 1,552 sh | 1,552 | $1.2M | 0.38% | -1.7% |
| 3236 | Avondale Wealth Management#3236 · 1,551 sh | 1,551 | $1.2M | — | 0.0% |
| 3237 | Milestone Asset Management Group#3237 · 1,549 sh | 1,549 | $1.2M | — | -0.1% |
| 3238 | J. Goldman#3238 · 1,547 sh | 1,547 | $1.2M | 0.03% | -71.4% |
| 3239 | Zinnia Wealth Advisory#3239 · 1,547 sh | 1,547 | $1.2M | 1.18% | +147.1% |
| 3240 | Ridge Creek Global#3240 · 1,543 sh | 1,543 | $1.2M | 0.90% | -11.2% |
| 3241 | Mullaney, Keating & Wright#3241 · 1,543 sh | 1,543 | $1.2M | — | +3.8% |
| 3242 | LifeGuide Financial Advisors#3242 · 1,542 sh | 1,542 | $1.2M | — | +13.3% |
| 3243 | Strategic Financial Services#3243 · 1,541 sh | 1,541 | $1.2M | 0.05% | -6.1% |
| 3244 | Cornerstone Financial Management#3244 · 1,541 sh | 1,541 | $1.2M | 0.92% | -20.6% |
| 3245 | LIGHTHOUSE FINANCIAL SERVICES#3245 · 1,543 sh | 1,543 | $1.2M | 0.24% | +64.9% |
| 3246 | Farmers & Merchants of Chambersburg PA#3246 · 1,540 sh | 1,540 | $1.1M | — | -36.8% |
| 3247 | Cypress Point Wealth Management#3247 · 1,531 sh | 1,531 | $1.1M | 0.23% | -15.7% |
| 3248 | Hurlow Wealth Management Group#3248 · 1,531 sh | 1,531 | $1.1M | 0.24% | -0.2% |
| 3249 | Infinity Wealth Counsel#3249 · 1,530 sh | 1,530 | $1.1M | — | -2.9% |
| 3250 | BRIAN LOW FINANCIAL GROUP#3250 · 1,530 sh | 1,530 | $1.1M | 0.67% | +10.0% |
| 3251 | PW Nova Financial Services#3251 · 1,529 sh | 1,529 | $1.1M | — | -1.1% |
| 3252 | Wealthstar Advisors#3252 · 1,524 sh | 1,524 | $1.1M | — | +1.7% |
| 3253 | Prosperitas Financial#3253 · 1,522 sh | 1,522 | $1.1M | 0.36% | -9.5% |
| 3254 | BOURGEON CAPITAL MANAGEMENT#3254 · 1,520 sh | 1,520 | $1.1M | — | -70.6% |
| 3255 | CIM#3255 · 1,518 sh | 1,518 | $1.1M | 0.15% | 0.0% |
| 3256 | BCI SECURITIES#3256 · 1,515 sh | 1,515 | $1.1M | 9.75% | -1.1% |
| 3257 | MBA Advisors#3257 · 1,515 sh | 1,515 | $1.1M | 0.38% | +0.9% |
| 3258 | Elite Wealth Management#3258 · 1,512 sh | 1,512 | $1.1M | 0.33% | -23.7% |
| 3259 | Ted Buchan#3259 · 1,512 sh | 1,512 | $1.1M | — | -1.0% |
| 3260 | Graney & King#3260 · 1,511 sh | 1,511 | $1.1M | 0.41% | -1.6% |
| 3261 | Bosman Wealth Management#3261 · 1,511 sh | 1,511 | $1.1M | 0.70% | 0.0% |
| 3262 | Alamar Capital Management#3262 · 1,506 sh | 1,506 | $1.1M | 0.57% | -4.3% |
| 3263 | Burk#3263 · 1,509 sh | 1,509 | $1.1M | 0.42% | +4.0% |
| 3264 | BALLAST ADVISORS#3264 · 1,508 sh | 1,508 | $1.1M | 0.27% | -1.7% |
| 3265 | Trivant Custom Portfolio Group#3265 · 1,508 sh | 1,508 | $1.1M | 0.60% | -4.4% |
| 3266 | Fourth Dimension Wealth#3266 · 1,506 sh | 1,506 | $1.1M | 0.36% | +10.2% |
| 3267 | Apeiron RIA#3267 · 1,506 sh | 1,506 | $1.1M | — | -18.8% |
| 3268 | New Covenant Company, N.A.#3268 · 1,505 sh | 1,505 | $1.1M | — | 0.0% |
| 3269 | Marquette Asset Management#3269 · 1,504 sh | 1,504 | $1.1M | — | 0.0% |
| 3270 | FSB PREMIER WEALTH MANAGEMENT#3270 · 1,503 sh | 1,503 | $1.1M | 0.32% | 0.0% |
| 3271 | Strathmore Capital Advisors#3271 · 1,500 sh | 1,500 | $1.1M | 0.30% | -15.4% |
| 3272 | Midwest Financial Partners Investments#3272 · 1,503 sh | 1,503 | $1.1M | — | +1.8% |
| 3273 | Waterford Advisors#3273 · 1,501 sh | 1,501 | $1.1M | 0.31% | -11.3% |
| 3274 | RVW Wealth#3274 · 1,501 sh | 1,501 | $1.1M | — | +50.0% |
| 3275 | Vermillion Wealth Management#3275 · 1,501 sh | 1,501 | $1.1M | — | -12.6% |
| 3276 | Collaborative Wealth Managment#3276 · 1,500 sh | 1,500 | $1.1M | 0.47% | +12.2% |
| 3277 | NICHOLS & PRATT ADVISERS LLP#3277 · 1,500 sh | 1,500 | $1.1M | — | 0.0% |
| 3278 | Midwest Capital Advisors#3278 · 1,499 sh | 1,499 | $1.1M | 0.45% | +0.1% |
| 3279 | VESTIA PERSONAL WEALTH ADVISORS#3279 · 1,494 sh | 1,494 | $1.1M | — | -0.5% |
| 3280 | Hollow Brook Wealth Management#3280 · 1,493 sh | 1,493 | $1.1M | 0.22% | +56.7% |
| 3281 | Gallacher Capital Management#3281 · 1,488 sh | 1,488 | $1.1M | 0.62% | -26.1% |
| 3282 | Prospect Financial Services#3282 · 1,486 sh | 1,486 | $1.1M | 0.56% | +0.3% |
| 3283 | Prostatis Group#3283 · 1,486 sh | 1,486 | $1.1M | 0.26% | +25.7% |
| 3284 | Nolet Wealth Management#3284 · 1,486 sh | 1,486 | $1.1M | — | 0.0% |
| 3285 | Buttonwood Financial Advisors#3285 · 1,483 sh | 1,483 | $1.1M | — | 0.0% |
| 3286 | Newton One Investments#3286 · 1,483 sh | 1,483 | $1.1M | — | -0.6% |
| 3287 | KEB ASSET MANAGEMENT#3287 · 1,482 sh | 1,482 | $1.1M | 0.18% | 0.0% |
| 3288 | OPINICUS CAPITAL#3288 · 1,478 sh | 1,478 | $1.1M | 0.59% | +0.3% |
| 3289 | Cross Staff Investments#3289 · 1,477 sh | 1,477 | $1.1M | — | +26.2% |
| 3290 | jvl associates#3290 · 1,477 sh | 1,477 | $1.1M | — | 0.0% |
| 3291 | FENIMORE ASSET MANAGEMENT#3291 · 1,477 sh | 1,477 | $1.1M | — | 0.0% |
| 3292 | William Mack & Associates#3292 · 1,475 sh | 1,475 | $1.1M | 0.39% | +14.6% |
| 3293 | CDKV#3293 · 1,474 sh | 1,474 | $1.1M | 0.86% | 0.0% |
| 3294 | Family Capital#3294 · 1,474 sh | 1,474 | $1.1M | — | -0.8% |
| 3295 | Strategic Financial Concepts#3295 · 1,472 sh | 1,472 | $1.1M | 0.33% | -32.8% |
| 3296 | CURA WEALTH ADVISORS#3296 · 1,472 sh | 1,472 | $1.1M | 0.47% | +2.0% |
| 3297 | Heritage Wealth Management#3297 · 1,470 sh | 1,470 | $1.1M | 0.42% | +3.2% |
| 3298 | BARNES PETTEY FINANCIAL ADVISORS#3298 · 1,469 sh | 1,469 | $1.1M | 0.34% | 0.0% |
| 3299 | Hobbs Group Advisors#3299 · 1,468 sh | 1,468 | $1.1M | 0.29% | 0.0% |
| 3300 | LEGACY FINANCIAL GROUP#3300 · 1,466 sh | 1,466 | $1.1M | — | -1.5% |
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.