SPDR S&P 500 ETF TRUST (SPY) — Institutional Holders, Q2 2026 (page 34)
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 3,301 to 3,400. 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 3,301–3,400 of 4,689
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3301 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS#3301 · 1,465 sh | 1,465 | $1.1M | 0.21% | -0.9% |
| 3302 | Prepared Retirement Institute#3302 · 1,462 sh | 1,462 | $1.1M | 0.46% | +2.3% |
| 3303 | Bull Harbor Capital#3303 · 1,462 sh | 1,462 | $1.1M | 0.21% | +2.0% |
| 3304 | Galvin, Gaustad & Stein#3304 · 1,459 sh | 1,459 | $1.1M | — | -8.1% |
| 3305 | AFT, FORSYTH & COMPANY#3305 · 1,458 sh | 1,458 | $1.1M | 0.52% | +1.0% |
| 3306 | RW Investment Management#3306 · 1,457 sh | 1,457 | $1.1M | 0.10% | 0.0% |
| 3307 | SILVERLAKE WEALTH MANAGEMENT#3307 · 1,457 sh | 1,457 | $1.1M | — | +5.3% |
| 3308 | Wealth Quarterback#3308 · 1,457 sh | 1,457 | $1.1M | — | +2.0% |
| 3309 | J2 Capital Management#3309 · 1,452 sh | 1,452 | $1.1M | — | -1.8% |
| 3310 | HERITAGE INVESTORS MANAGEMENT#3310 · 1,444 sh | 1,444 | $1.1M | 0.03% | +4.8% |
| 3311 | KRS Capital Management#3311 · 1,443 sh | 1,443 | $1.1M | — | 0.0% |
| 3312 | Quaker Wealth Management#3312 · 1,442 sh | 1,442 | $1.1M | — | +23.2% |
| 3313 | Lodestone Wealth Management#3313 · 1,441 sh | 1,441 | $1.1M | — | +54.1% |
| 3314 | Cornerstone Planning Group#3314 · 1,440 sh | 1,440 | $1.1M | — | -4.1% |
| 3315 | MUIRFIELD WEALTH ADVISORS#3315 · 1,439 sh | 1,439 | $1.1M | 0.70% | -0.1% |
| 3316 | Retirement Solution#3316 · 1,439 sh | 1,439 | $1.1M | — | -5.5% |
| 3317 | ONE WEALTH CAPITAL MANAGEMENT#3317 · 1,437 sh | 1,437 | $1.1M | — | +67.1% |
| 3318 | Wilson & Boucher Capital Management#3318 · 1,436 sh | 1,436 | $1.1M | 0.63% | -0.7% |
| 3319 | Signet Investment Advisory Group#3319 · 1,435 sh | 1,435 | $1.1M | 0.47% | 0.0% |
| 3320 | WealthCollab#3320 · 1,435 sh | 1,435 | $1.1M | 0.39% | 0.0% |
| 3321 | SOUTH PLAINS FINANCIAL#3321 · 1,434 sh | 1,434 | $1.1M | 0.58% | 0.0% |
| 3322 | GLR Partners#3322 · 1,432 sh | 1,432 | $1.1M | 0.50% | +354.6% |
| 3323 | Stonebridge Capital Advisors#3323 · 1,430 sh | 1,430 | $1.1M | 0.07% | -9.1% |
| 3324 | PAYDEN & RYGEL#3324 · 1,428 sh | 1,428 | $1.1M | 0.08% | New |
| 3325 | RASP WEALTH SOLUTIONS#3325 · 1,423 sh | 1,423 | $1.1M | 0.35% | — |
| 3326 | STEINBERG ASSET MANAGEMENT#3326 · 1,423 sh | 1,423 | $1.1M | 0.66% | 0.0% |
| 3327 | RAM Investment Partners#3327 · 1,421 sh | 1,421 | $1.1M | — | -22.0% |
| 3328 | Breachway Investments#3328 · 1,421 sh | 1,421 | $1.1M | — | -4.6% |
| 3329 | Altus Wealth Group#3329 · 1,420 sh | 1,420 | $1.1M | — | -40.3% |
| 3330 | Planning Center#3330 · 1,420 sh | 1,420 | $1.1M | 0.10% | 0.0% |
| 3331 | Krane Financial Solutions#3331 · 1,420 sh | 1,420 | $1.1M | 0.65% | +10.0% |
| 3332 | Hayek Kallen Investment Management#3332 · 1,418 sh | 1,418 | $1.1M | 0.32% | +7.3% |
| 3333 | VISIONARY HORIZONS#3333 · 1,413 sh | 1,413 | $1.1M | — | -29.1% |
| 3334 | Clarus Group#3334 · 1,413 sh | 1,413 | $1.1M | — | 0.0% |
| 3335 | Landmark Wealth Management#3335 · 1,410 sh | 1,410 | $1.1M | 0.25% | -0.5% |
| 3336 | MAINSAIL ASSET MANAGEMENT#3336 · 1,416 sh | 1,416 | $1.1M | — | -1.9% |
| 3337 | Constitution Capital#3337 · 1,409 sh | 1,409 | $1.1M | — | -0.2% |
| 3338 | American Money Management#3338 · 1,407 sh | 1,407 | $1.1M | 0.15% | -3.2% |
| 3339 | Painted Porch Advisors#3339 · 1,406 sh | 1,406 | $1.1M | 0.46% | +0.4% |
| 3340 | Sage Financial Management Group#3340 · 1,404 sh | 1,404 | $1.0M | 0.29% | +21.6% |
| 3341 | Ameraudi Asset Management#3341 · 1,401 sh | 1,401 | $1.0M | 0.47% | -70.1% |
| 3342 | SFM#3342 · 1,401 sh | 1,401 | $1.0M | — | +0.2% |
| 3343 | Stony Point Wealth Management#3343 · 1,400 sh | 1,400 | $1.0M | 0.37% | 0.0% |
| 3344 | Strive Financial Group#3344 · 1,400 sh | 1,400 | $1.0M | 0.45% | +14.8% |
| 3345 | Copos Capital B.V.#3345 · 1,400 sh | 1,400 | $1.0M | 0.14% | — |
| 3346 | VUB Generali dochodkova spravcovska spolocnost, a.s.#3346 · 1,400 sh | 1,400 | $1.0M | — | 0.0% |
| 3347 | Livet Wealth#3347 · 1,399 sh | 1,399 | $1.0M | — | 0.0% |
| 3348 | Fairvoy Private Wealth#3348 · 1,394 sh | 1,394 | $1.0M | — | -0.1% |
| 3349 | WILKINS INVESTMENT COUNSEL#3349 · 1,393 sh | 1,393 | $1.0M | 0.14% | 0.0% |
| 3350 | Independent Solutions Wealth Management#3350 · 1,393 sh | 1,393 | $1.0M | 0.14% | +8.0% |
| 3351 | Morling Financial Advisors#3351 · 1,392 sh | 1,392 | $1.0M | 0.29% | 0.0% |
| 3352 | Quad-Cities Investment Group#3352 · 1,388 sh | 1,388 | $1.0M | — | -0.8% |
| 3353 | S Harris Financial Group#3353 · 1,385 sh | 1,385 | $1.0M | 0.80% | +0.2% |
| 3354 | High Note Wealth#3354 · 1,385 sh | 1,385 | $1.0M | 0.18% | 0.0% |
| 3355 | Fonville Wealth Management#3355 · 1,383 sh | 1,383 | $1.0M | 0.17% | +6.5% |
| 3356 | Bright Futures Wealth Management#3356 · 1,382 sh | 1,382 | $1.0M | — | -6.1% |
| 3357 | Miller Capital Partners#3357 · 1,380 sh | 1,380 | $1.0M | 0.40% | 0.0% |
| 3358 | Legend Capital Advisors#3358 · 1,380 sh | 1,380 | $1.0M | 0.56% | 0.0% |
| 3359 | Cannon Capital Management#3359 · 1,379 sh | 1,379 | $1.0M | 0.87% | 0.0% |
| 3360 | GREAT OAK CAPITAL PARTNERS#3360 · 1,372 sh | 1,372 | $1.0M | 0.22% | +0.2% |
| 3361 | Martel Wealth Advisors#3361 · 1,375 sh | 1,375 | $1.0M | — | +7.2% |
| 3362 | Miller Financial Services#3362 · 1,125 sh | 1,125 | $1.0M | — | +0.4% |
| 3363 | Ruedi Wealth Management#3363 · 1,374 sh | 1,374 | $1.0M | 0.24% | 0.0% |
| 3364 | Greenbush Financial Group#3364 · 1,374 sh | 1,374 | $1.0M | — | +0.3% |
| 3365 | DecisionMap Wealth Management#3365 · 1,372 sh | 1,372 | $1.0M | 0.57% | +0.1% |
| 3366 | J. Team Financial#3366 · 1,367 sh | 1,367 | $1.0M | 0.99% | -0.6% |
| 3367 | Cadia Private Client#3367 · 1,366 sh | 1,366 | $1.0M | 0.73% | -12.5% |
| 3368 | Landing Point Financial Group#3368 · 1,366 sh | 1,366 | $1.0M | 0.35% | 0.0% |
| 3369 | LEUTHOLD GROUP#3369 · 1,364 sh | 1,364 | $1.0M | 0.10% | New |
| 3370 | GILL CAPITAL PARTNERS#3370 · 1,364 sh | 1,364 | $1.0M | — | +91.6% |
| 3371 | Valley Financial Group#3371 · 1,364 sh | 1,364 | $1.0M | 0.50% | 0.0% |
| 3372 | Accelerate Investment Advisors#3372 · 1,363 sh | 1,363 | $1.0M | 0.58% | +12.7% |
| 3373 | Code Waechter#3373 · 1,363 sh | 1,363 | $1.0M | — | -3.9% |
| 3374 | Twin Cities Retirement Group#3374 · 1,362 sh | 1,362 | $1.0M | — | +5.4% |
| 3375 | Manuka Financial#3375 · 1,361 sh | 1,361 | $1.0M | — | +0.1% |
| 3376 | 3EDGE Asset Management#3376 · 1,360 sh | 1,360 | $1.0M | 0.05% | +36.4% |
| 3377 | Front Street Capital Management#3377 · 1,360 sh | 1,360 | $1.0M | 0.12% | +1.2% |
| 3378 | Silver Lake Advisory#3378 · 1,358 sh | 1,358 | $1.0M | — | -7.9% |
| 3379 | Birchcreek Wealth Management#3379 · 1,356 sh | 1,356 | $1.0M | 0.39% | -13.4% |
| 3380 | ACADEMY CAPITAL MANAGEMENT#3380 · 1,351 sh | 1,351 | $1.0M | 0.13% | New |
| 3381 | True Link Financial Advisors#3381 · 1,350 sh | 1,350 | $1.0M | 0.06% | +5.1% |
| 3382 | HALL CAPITAL MANAGEMENT#3382 · 1,348 sh | 1,348 | $1.0M | 0.31% | -1.7% |
| 3383 | Nicollet Investment Management#3383 · 1,349 sh | 1,349 | $1.0M | — | +0.1% |
| 3384 | Abbot Financial Management#3384 · 1,345 sh | 1,345 | $1.0M | 0.34% | +7.2% |
| 3385 | Rothschild Capital Partners#3385 · 1,344 sh | 1,344 | $1.0M | 0.22% | +0.2% |
| 3386 | Symmetry Partners#3386 · 1,342 sh | 1,342 | $1.0M | — | 0.0% |
| 3387 | Canton Hathaway#3387 · 1,340 sh | 1,340 | $1.0M | — | 0.0% |
| 3388 | Northwest Quadrant Wealth Management#3388 · 1,338 sh | 1,338 | $998.9K | 0.18% | +0.3% |
| 3389 | RETIREMENT PLANNING GROUP, / NY#3389 · 1,334 sh | 1,334 | $998.4K | 0.54% | +18.5% |
| 3390 | Alliance Wealth Management Group#3390 · 1,336 sh | 1,336 | $997.8K | 0.19% | +30.2% |
| 3391 | Rock Creek Group#3391 · 1,345 sh | 1,345 | $996.5K | 0.10% | New |
| 3392 | NBH Bank#3392 · 1,334 sh | 1,334 | $996.2K | 0.42% | — |
| 3393 | Community Bank & , Waco, Texas#3393 · 1,334 sh | 1,334 | $996.0K | — | 0.0% |
| 3394 | Finer Wealth Management#3394 · 1,331 sh | 1,331 | $994.1K | — | +0.8% |
| 3395 | United Financial Planning Group#3395 · 1,331 sh | 1,331 | $993.7K | 0.50% | +0.1% |
| 3396 | Emissary Wealth#3396 · 1,329 sh | 1,329 | $992.7K | 0.76% | -8.0% |
| 3397 | L.K. Benson & Company, P.C.#3397 · 1,329 sh | 1,329 | $992.5K | — | +0.4% |
| 3398 | Powerhouse Assets#3398 · 1,329 sh | 1,329 | $992.2K | — | -0.5% |
| 3399 | Mascoma Wealth Management#3399 · 1,327 sh | 1,327 | $991.0K | — | 0.0% |
| 3400 | Richard W. Paul & Associates#3400 · 1,326 sh | 1,326 | $990.2K | 0.30% | +10.1% |
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.