SPDR S&P 500 ETF TRUST (SPY) — Institutional Holders, Q2 2026 (page 35)
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 3,401 to 3,500. 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 3,401–3,500 of 4,689
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3401 | Triangle Securities Wealth Management#3401 · 1,320 sh | 1,320 | $985.7K | — | -0.2% |
| 3402 | Martin Capital Advisors, LLP#3402 · 1,319 sh | 1,319 | $985.0K | — | 0.0% |
| 3403 | SHUFRO ROSE#3403 · 1,316 sh | 1,316 | $982.9K | 0.06% | -0.6% |
| 3404 | D'Orazio & Associates#3404 · 1,316 sh | 1,316 | $982.6K | 0.11% | +0.5% |
| 3405 | Global Wealth Management Investment Advisory#3405 · 1,312 sh | 1,312 | $979.5K | 0.14% | +0.5% |
| 3406 | Grantvest Financial Group#3406 · 1,308 sh | 1,308 | $976.7K | — | +9.7% |
| 3407 | Ironwood Wealth Management#3407 · 1,307 sh | 1,307 | $975.8K | 0.22% | -41.3% |
| 3408 | Fermata Advisors#3408 · 1,307 sh | 1,307 | $975.8K | — | -0.1% |
| 3409 | Lafayette Investments#3409 · 1,302 sh | 1,302 | $972.3K | 0.18% | -12.6% |
| 3410 | Cooke Wealth Management#3410 · 1,302 sh | 1,302 | $972.3K | — | 0.0% |
| 3411 | ROGCO#3411 · 1,301 sh | 1,301 | $971.5K | 0.30% | +4.2% |
| 3412 | TIAA Wealth Investment Management#3412 · 1,310 sh | 1,310 | $970.7K | <0.01% | +78.2% |
| 3413 | Yahav Achim Ve Achayot - Provident Funds Management Ltd.#3413 · 1,296 sh | 1,296 | $969.7K | 0.67% | 0.0% |
| 3414 | Goldstream Capital Management Ltd#3414 · 1,298 sh | 1,298 | $969.3K | 0.73% | 0.0% |
| 3415 | Asset One Wealth Management#3415 · 1,281 sh | 1,281 | $966.9K | 0.10% | +2.2% |
| 3416 | Mezzasalma Advisors#3416 · 1,290 sh | 1,290 | $963.4K | — | -33.7% |
| 3417 | Requisite Capital Management#3417 · 1,286 sh | 1,286 | $962.5K | 0.16% | +0.5% |
| 3418 | VICUS CAPITAL#3418 · 1,287 sh | 1,287 | $961.4K | 0.06% | -0.2% |
| 3419 | 4J Wealth Management#3419 · 1,287 sh | 1,287 | $961.1K | 0.47% | 0.0% |
| 3420 | Solitude Financial Services#3420 · 1,286 sh | 1,286 | $960.4K | — | 0.0% |
| 3421 | Delta Wealth Advisors#3421 · 1,286 sh | 1,286 | $960.3K | — | -17.1% |
| 3422 | Keystone Global Partners#3422 · 1,284 sh | 1,284 | $958.7K | — | 0.0% |
| 3423 | Weiss Asset Management#3423 · 1,283 sh | 1,283 | $958.1K | 0.01% | New |
| 3424 | STONEBRIDGE CAPITAL MANAGEMENT#3424 · 1,281 sh | 1,281 | $956.9K | 0.46% | New |
| 3425 | FINANCIAL COUNSELORS#3425 · 1,278 sh | 1,278 | $954.4K | — | 0.0% |
| 3426 | CASCADE INVESTMENT GROUP#3426 · 1,275 sh | 1,275 | $952.1K | — | 0.0% |
| 3427 | Eagle Wealth Advisors#3427 · 1,274 sh | 1,274 | $951.4K | — | -4.2% |
| 3428 | Johnson Bixby & Associates#3428 · 1,273 sh | 1,273 | $950.7K | — | -0.5% |
| 3429 | McKinney Capital Management#3429 · 1,273 sh | 1,273 | $950.6K | 0.37% | +10.3% |
| 3430 | BEACON FINANCIAL GROUP#3430 · 1,271 sh | 1,271 | $949.0K | — | -6.5% |
| 3431 | NORTH POINT PORTFOLIO MANAGERS#3431 · 1,269 sh | 1,269 | $947.7K | — | +4.4% |
| 3432 | Mattern Wealth Management#3432 · 1,268 sh | 1,268 | $947.0K | 0.16% | -2.2% |
| 3433 | C M BIDWELL & ASSOCIATES LTD#3433 · 1,268 sh | 1,268 | $946.9K | 0.39% | 0.0% |
| 3434 | Versant Capital Management#3434 · 1,267 sh | 1,267 | $946.0K | — | 0.0% |
| 3435 | FINANCIAL DISCOVERY GROUP#3435 · 1,263 sh | 1,263 | $943.2K | 2.01% | 0.0% |
| 3436 | LEE JOHNSON CAPITAL MANAGEMENT#3436 · 1,262 sh | 1,262 | $942.4K | 0.29% | 0.0% |
| 3437 | LS Investment Advisors#3437 · 1,258 sh | 1,258 | $939.7K | — | -2.5% |
| 3438 | Great Lakes Retirement#3438 · 1,258 sh | 1,258 | $939.2K | — | 0.0% |
| 3439 | MONARCH CAPITAL MANAGEMENT#3439 · 1,252 sh | 1,252 | $937.3K | — | 0.0% |
| 3440 | Weitzel Financial Services#3440 · 1,261 sh | 1,261 | $937.0K | — | +0.1% |
| 3441 | Holistic Financial Partners#3441 · 1,255 sh | 1,255 | $937.0K | 0.57% | +4.3% |
| 3442 | Bernicke Wealth Management, Ltd.#3442 · 1,254 sh | 1,254 | $936.5K | 0.11% | +0.6% |
| 3443 | Stonehearth Capital Management#3443 · 1,253 sh | 1,253 | $935.7K | — | -0.5% |
| 3444 | 626 Financial#3444 · 1,253 sh | 1,253 | $935.7K | 0.36% | 0.0% |
| 3445 | HHM Wealth Advisors#3445 · 1,253 sh | 1,253 | $935.6K | 0.09% | +0.5% |
| 3446 | CAMDEN NATIONAL BANK#3446 · 1,250 sh | 1,250 | $933.5K | 0.12% | -0.2% |
| 3447 | ASHTON THOMAS SECURITIES#3447 · 1,250 sh | 1,250 | $933.5K | — | +55.5% |
| 3448 | Allied Investment Advisors#3448 · 1,247 sh | 1,247 | $931.2K | — | -2.0% |
| 3449 | CHEMUNG CANAL#3449 · 1,246 sh | 1,246 | $930.5K | 0.17% | +13.8% |
| 3450 | Willow Creek Wealth Management#3450 · 1,245 sh | 1,245 | $930.4K | — | — |
| 3451 | Focused Wealth Management#3451 · 1,246 sh | 1,246 | $930.1K | 0.08% | -0.1% |
| 3452 | WEALTHGARDEN F.S.#3452 · 1,245 sh | 1,245 | $930.1K | 0.53% | +63.8% |
| 3453 | FINANCIAL MANAGEMENT NETWORK#3453 · 1,249 sh | 1,249 | $928.3K | — | +0.9% |
| 3454 | BCGM Wealth Management#3454 · 1,242 sh | 1,242 | $927.5K | 0.20% | +0.3% |
| 3455 | WELLINGTON-ALTUS USA#3455 · 1,424 sh | 1,424 | $926.1K | 0.66% | -7.0% |
| 3456 | M. Kulyk & Associates#3456 · 1,237 sh | 1,237 | $924.0K | 0.15% | +29.4% |
| 3457 | Hilltop Partners#3457 · 1,235 sh | 1,235 | $922.2K | 0.22% | -5.1% |
| 3458 | Stegner Investment Associates#3458 · 1,235 sh | 1,235 | $922.1K | — | +0.1% |
| 3459 | Vested Financial Planning#3459 · 1,235 sh | 1,235 | $921.9K | 0.62% | +1.0% |
| 3460 | American Investment Advisors#3460 · 1,234 sh | 1,234 | $921.5K | 0.45% | -0.2% |
| 3461 | Corundum Company#3461 · 1,233 sh | 1,233 | $920.8K | 2.46% | +0.1% |
| 3462 | Parkwoods Wealth Partners#3462 · 1,232 sh | 1,232 | $920.2K | 0.15% | +43.6% |
| 3463 | Braun-Bostich & Associates#3463 · 1,225 sh | 1,225 | $914.8K | — | +0.5% |
| 3464 | Alteri Wealth#3464 · 1,224 sh | 1,224 | $914.2K | 0.25% | -14.6% |
| 3465 | Alpine Bank Wealth Management#3465 · 1,223 sh | 1,223 | $913.3K | — | 0.0% |
| 3466 | HT Partners#3466 · 1,222 sh | 1,222 | $912.6K | — | -1.5% |
| 3467 | Battery Global Advisors#3467 · 1,218 sh | 1,218 | $911.9K | 0.46% | 0.0% |
| 3468 | Walker Asset Management#3468 · 1,220 sh | 1,220 | $911.1K | — | 0.0% |
| 3469 | Aufman Associates#3469 · 1,219 sh | 1,219 | $910.4K | 0.36% | -0.4% |
| 3470 | SHRIER WEALTH MANAGEMENT#3470 · 1,219 sh | 1,219 | $910.3K | — | -5.5% |
| 3471 | Triune Financial Partners#3471 · 1,217 sh | 1,217 | $908.8K | 0.19% | +0.2% |
| 3472 | PEAK6#3472 · 1,216 sh | 1,216 | $908.1K | <0.01% | New |
| 3473 | Spectrum Advisors#3473 · 1,216 sh | 1,216 | $908.1K | 0.64% | +29.9% |
| 3474 | Gen-Wealth Partners#3474 · 1,215 sh | 1,215 | $907.6K | 0.25% | -99.5% |
| 3475 | GKV Capital Management#3475 · 1,215 sh | 1,215 | $907.3K | 0.29% | -20.7% |
| 3476 | Fidelis Wealth Advisors#3476 · 1,213 sh | 1,213 | $905.7K | 1.36% | +31.4% |
| 3477 | MJP ASSOCIATES#3477 · 1,212 sh | 1,212 | $905.3K | 0.10% | +24.1% |
| 3478 | Comprehensive Money Management Services#3478 · 1,212 sh | 1,212 | $905.1K | 0.57% | 0.0% |
| 3479 | MARK SHEPTOFF FINANCIAL PLANNING#3479 · 1,212 sh | 1,212 | $905.0K | 0.48% | New |
| 3480 | LONDON OF VIRGINIA#3480 · 1,210 sh | 1,210 | $904.5K | <0.01% | +65.8% |
| 3481 | Peak Retirement Planning#3481 · 1,209 sh | 1,209 | $902.9K | 0.14% | -51.0% |
| 3482 | Granite Harbor Advisors#3482 · 1,207 sh | 1,207 | $901.4K | 0.36% | 0.0% |
| 3483 | HORIZON BANCORP#3483 · 1,204 sh | 1,204 | $899.0K | 0.42% | 0.0% |
| 3484 | Seaside Wealth Management#3484 · 1,204 sh | 1,204 | $898.9K | 0.22% | -6.0% |
| 3485 | Tradewinds#3485 · 286 sh | 286 | $898.5K | 0.20% | New |
| 3486 | Noble Wealth Management PBC#3486 · 1,202 sh | 1,202 | $897.6K | — | -10.8% |
| 3487 | West Wealth Group#3487 · 1,199 sh | 1,199 | $895.6K | — | +0.3% |
| 3488 | Traveka Wealth#3488 · 1,199 sh | 1,199 | $895.4K | — | -1.6% |
| 3489 | Physician Wealth Advisors#3489 · 1,199 sh | 1,199 | $895.2K | — | +0.1% |
| 3490 | Schaeffer Financial#3490 · 1,198 sh | 1,198 | $894.8K | — | -3.9% |
| 3491 | Oxford Wealth Group#3491 · 1,197 sh | 1,197 | $894.2K | 0.40% | +78.9% |
| 3492 | NORTHLAND SECURITIES#3492 · 1,197 sh | 1,197 | $893.9K | 0.52% | 0.0% |
| 3493 | Intelligent Financial Strategies#3493 · 1,194 sh | 1,194 | $893.7K | — | 0.0% |
| 3494 | Benchmark Financial#3494 · 1,196 sh | 1,196 | $893.1K | — | +0.1% |
| 3495 | Security National Bank#3495 · 1,195 sh | 1,195 | $892.4K | — | +5.8% |
| 3496 | Concord Asset Management#3496 · 1,194 sh | 1,194 | $891.6K | 0.14% | -0.1% |
| 3497 | Rezny Wealth Management#3497 · 1,192 sh | 1,192 | $890.1K | — | +3.0% |
| 3498 | Westwood Wealth Management#3498 · 1,191 sh | 1,191 | $889.4K | 0.26% | -10.5% |
| 3499 | 17 CAPITAL PARTNERS#3499 · 1,191 sh | 1,191 | $889.4K | 0.40% | -1.2% |
| 3500 | Millennium Capital Advisors#3500 · 1,190 sh | 1,190 | $889.1K | — | 0.0% |
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.