SPDR S&P 500 ETF TRUST (SPY) — Institutional Holders, Q2 2026 (page 36)
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 3,501 to 3,600. 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 3,501–3,600 of 4,689
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3501 | Keudell/Morrison Wealth Management#3501 · 1,187 sh | 1,187 | $886.8K | — | +1.3% |
| 3502 | CMH Wealth Management#3502 · 1,184 sh | 1,184 | $886.4K | — | -2.6% |
| 3503 | Tenzing Financial#3503 · 1,176 sh | 1,176 | $883.3K | 0.61% | 0.0% |
| 3504 | TRU INDEPENDENCE ASSET MANAGEMENT 2#3504 · 1,177 sh | 1,177 | $881.2K | 0.48% | +4.1% |
| 3505 | Goepper Burkhardt#3505 · 1,179 sh | 1,179 | $880.4K | 0.26% | 0.0% |
| 3506 | Hudock#3506 · 1,177 sh | 1,177 | $879.7K | — | +0.1% |
| 3507 | Dixon Mitchell Investment Counsel#3507 · 1,174 sh | 1,174 | $878.9K | 0.03% | -24.4% |
| 3508 | Chico Wealth RIA#3508 · 1,176 sh | 1,176 | $878.0K | 0.46% | 0.0% |
| 3509 | Paradigm Capital Management#3509 · 1,176 sh | 1,176 | $878.0K | 0.76% | -2.0% |
| 3510 | IMPACTfolio#3510 · 1,175 sh | 1,175 | $877.7K | 0.33% | 0.0% |
| 3511 | WEALTHCARE CAPITAL MANAGEMENT#3511 · 1,175 sh | 1,175 | $877.5K | — | 0.0% |
| 3512 | 5th Street Advisors#3512 · 1,172 sh | 1,172 | $875.2K | 0.33% | 0.0% |
| 3513 | Rench Wealth Management#3513 · 1,172 sh | 1,172 | $875.2K | 0.23% | +1.5% |
| 3514 | PERRYMAN FINANCIAL ADVISORY#3514 · 1,171 sh | 1,171 | $874.8K | — | -2.3% |
| 3515 | Indie Asset Partners#3515 · 1,171 sh | 1,171 | $874.6K | 0.84% | 0.0% |
| 3516 | Avant Financial Advisors#3516 · 1,170 sh | 1,170 | $873.7K | 0.54% | 0.0% |
| 3517 | Gordian Advisors#3517 · 1,166 sh | 1,166 | $870.6K | 0.51% | +0.1% |
| 3518 | Lee Financial#3518 · 1,165 sh | 1,165 | $870.4K | — | -4.5% |
| 3519 | Foundation Wealth Management, \PA#3519 · 1,163 sh | 1,163 | $868.5K | — | 0.0% |
| 3520 | Shade Tree Advisors#3520 · 1,163 sh | 1,163 | $868.2K | — | +7.9% |
| 3521 | Kuhn & Investment Counsel#3521 · 1,163 sh | 1,163 | $868.2K | 0.50% | +0.1% |
| 3522 | NORTHCAPE WEALTH MANAGEMENT#3522 · 1,161 sh | 1,161 | $867.0K | 0.23% | -2.3% |
| 3523 | Nova R Wealth#3523 · 1,161 sh | 1,161 | $866.8K | — | -0.3% |
| 3524 | Cheviot Value Management#3524 · 1,158 sh | 1,158 | $864.4K | 0.09% | -31.9% |
| 3525 | Allen Capital Group#3525 · 1,155 sh | 1,155 | $862.6K | — | +46.6% |
| 3526 | CVA Family Office#3526 · 1,154 sh | 1,154 | $862.1K | 0.08% | +15.6% |
| 3527 | Blue Line Capital, / IL#3527 · 1,154 sh | 1,154 | $861.7K | 0.72% | +0.7% |
| 3528 | Polaris Investment Advisors#3528 · 1,153 sh | 1,153 | $861.3K | — | -11.7% |
| 3529 | Elite Life Management#3529 · 1,116 sh | 1,116 | $858.9K | 1.01% | +0.4% |
| 3530 | Halbert, Hargrove/Russell#3530 · 1,148 sh | 1,148 | $857.6K | — | +24.8% |
| 3531 | Ardent Capital Management#3531 · 1,146 sh | 1,146 | $855.8K | — | 0.0% |
| 3532 | ESG Planning DBA Harper Investing#3532 · 1,143 sh | 1,143 | $853.4K | — | +2.6% |
| 3533 | SWMG#3533 · 1,135 sh | 1,135 | $853.0K | — | +0.4% |
| 3534 | Paller Financial Services#3534 · 1,142 sh | 1,142 | $852.8K | — | -0.6% |
| 3535 | HORIZON KINETICS ASSET MANAGEMENT#3535 · 1,141 sh | 1,141 | $852.1K | <0.01% | -8.3% |
| 3536 | Kinetic Wealth Investment Advisors#3536 · 1,141 sh | 1,141 | $852.0K | 0.40% | — |
| 3537 | VISTA INVESTMENT PARTNERS II#3537 · 1,141 sh | 1,141 | $852.0K | — | -2.0% |
| 3538 | Owl Creek Wealth Partners#3538 · 1,140 sh | 1,140 | $851.4K | — | +0.3% |
| 3539 | First Growth Capital#3539 · 1,139 sh | 1,139 | $850.6K | — | 0.0% |
| 3540 | FORBES J M & LLP#3540 · 1,138 sh | 1,138 | $849.8K | — | 0.0% |
| 3541 | BAYBAN#3541 · 1,138 sh | 1,138 | $849.8K | 0.65% | +4.3% |
| 3542 | Dedeker Financial#3542 · 1,134 sh | 1,134 | $847.7K | — | 0.0% |
| 3543 | Ariadne Wealth Management#3543 · 1,134 sh | 1,134 | $847.0K | 0.37% | 0.0% |
| 3544 | CIDEL ASSET MANAGEMENT#3544 · 1,134 sh | 1,134 | $846.8K | 0.04% | 0.0% |
| 3545 | GERBER#3545 · 1,134 sh | 1,134 | $846.7K | — | +51.8% |
| 3546 | IVC Wealth Advisors#3546 · 1,134 sh | 1,134 | $846.5K | — | 0.0% |
| 3547 | Pointe Capital Management#3547 · 1,133 sh | 1,133 | $846.1K | 0.38% | +2.6% |
| 3548 | Lincoln Capital#3548 · 1,133 sh | 1,133 | $845.7K | — | -0.4% |
| 3549 | L2 Asset Management#3549 · 1,132 sh | 1,132 | $845.0K | 0.09% | -99.7% |
| 3550 | Azimuth Capital Investment Management#3550 · 1,131 sh | 1,131 | $844.6K | 0.03% | +5.0% |
| 3551 | Private Wealth Management Group#3551 · 1,131 sh | 1,131 | $844.6K | — | +25.5% |
| 3552 | RS CRUM#3552 · 1,131 sh | 1,131 | $844.4K | — | +18.6% |
| 3553 | Wealth Management Associates#3553 · 1,129 sh | 1,129 | $843.3K | 0.23% | -0.6% |
| 3554 | Discipline Wealth Solutions#3554 · 1,129 sh | 1,129 | $843.2K | — | -41.0% |
| 3555 | Trajan Wealth#3555 · 1,128 sh | 1,128 | $842.7K | 0.03% | +116.1% |
| 3556 | CAPITAL COUNSEL#3556 · 1,127 sh | 1,127 | $841.6K | 0.03% | -3.4% |
| 3557 | Slagle Financial#3557 · 1,125 sh | 1,125 | $840.2K | 0.25% | +1.8% |
| 3558 | Bryant Woods Investment Advisors#3558 · 1,124 sh | 1,124 | $839.4K | — | 0.0% |
| 3559 | HighRoad Wealth Advisors#3559 · 1,124 sh | 1,124 | $839.0K | — | +1.2% |
| 3560 | Stillwater Wealth Management Group#3560 · 1,123 sh | 1,123 | $838.4K | — | +4.1% |
| 3561 | Mueller Wealth#3561 · 1,122 sh | 1,122 | $837.8K | 0.57% | -0.1% |
| 3562 | Stanley-Laman Group, Ltd.#3562 · 1,119 sh | 1,119 | $835.8K | — | +3.0% |
| 3563 | QUEST INVESTMENT MANAGEMENT#3563 · 1,119 sh | 1,119 | $835.7K | 0.10% | +1.7% |
| 3564 | Emergent Wealth Advisors#3564 · 1,118 sh | 1,118 | $835.2K | — | -0.6% |
| 3565 | Exeter Financial#3565 · 1,118 sh | 1,118 | $834.9K | — | 0.0% |
| 3566 | GreatBanc#3566 · 1,115 sh | 1,115 | $832.6K | 0.52% | 0.0% |
| 3567 | Sageworth of South Dakota#3567 · 1,110 sh | 1,110 | $828.9K | 0.51% | 0.0% |
| 3568 | Paradiem#3568 · 1,109 sh | 1,109 | $828.3K | 0.18% | 0.0% |
| 3569 | Oak Harvest Investment Services#3569 · 1,108 sh | 1,108 | $827.7K | — | -47.8% |
| 3570 | TriaGen Wealth Management#3570 · 1,106 sh | 1,106 | $826.0K | — | -8.1% |
| 3571 | PALISADE CAPITAL MANAGEMENT#3571 · 1,105 sh | 1,105 | $825.2K | 0.04% | -3.7% |
| 3572 | R. W. Roge & Company#3572 · 1,106 sh | 1,106 | $825.0K | 0.35% | 0.0% |
| 3573 | KENNEDY INVESTMENT GROUP#3573 · 1,104 sh | 1,104 | $824.7K | — | -1.5% |
| 3574 | Unique Wealth Strategies#3574 · 1,102 sh | 1,102 | $823.2K | — | +0.2% |
| 3575 | Fairlight Advisors#3575 · 1,102 sh | 1,102 | $822.9K | 0.67% | — |
| 3576 | Variant Private Wealth#3576 · 1,102 sh | 1,102 | $822.8K | — | -2.6% |
| 3577 | Alternative Investment Advisors#3577 · 1,101 sh | 1,101 | $822.3K | 0.31% | -0.5% |
| 3578 | Broyhill Asset Management#3578 · 1,100 sh | 1,100 | $821.4K | 0.73% | 0.0% |
| 3579 | PREVAIL INNOVATIVE WEALTH ADVISORS#3579 · 1,100 sh | 1,100 | $821.4K | — | -26.1% |
| 3580 | Capstone Capital Management Ltd#3580 · 1,100 sh | 1,100 | $821.4K | — | New |
| 3581 | Lakewood Asset Management#3581 · 1,099 sh | 1,099 | $821.0K | — | 0.0% |
| 3582 | Marotta Asset Management#3582 · 1,100 sh | 1,100 | $820.3K | — | -0.4% |
| 3583 | Capstone Wealth Management Group#3583 · 1,098 sh | 1,098 | $820.0K | — | — |
| 3584 | WEALTH EFFECTS#3584 · 1,092 sh | 1,092 | $815.5K | — | -2.8% |
| 3585 | Aspire Growth Partners#3585 · 1,092 sh | 1,092 | $815.2K | 0.47% | +0.3% |
| 3586 | SAM Advisors#3586 · 1,091 sh | 1,091 | $814.7K | 0.22% | New |
| 3587 | Financial Futures Ltd Liability#3587 · 1,089 sh | 1,089 | $813.0K | — | -2.5% |
| 3588 | Financial Sense Advisors#3588 · 1,088 sh | 1,088 | $812.6K | 0.16% | +12.2% |
| 3589 | ROWLANDMILLER & PARTNERS.ADV#3589 · 1,087 sh | 1,087 | $811.8K | 0.15% | +1.8% |
| 3590 | Innovative Wealth Building#3590 · 1,087 sh | 1,087 | $811.5K | — | -2.2% |
| 3591 | FINANCIAL LIFE ADVISORS#3591 · 1,086 sh | 1,086 | $811.0K | — | +36.3% |
| 3592 | Commerce Advisors#3592 · 1,086 sh | 1,086 | $810.8K | — | -1.7% |
| 3593 | Sandro Wealth Management#3593 · 1,084 sh | 1,084 | $809.7K | 0.59% | +3.4% |
| 3594 | Nicholas Wealth#3594 · 1,381 sh | 1,381 | $808.9K | — | -10.8% |
| 3595 | WEST CHESTER CAPITAL ADVISORS#3595 · 1,082 sh | 1,082 | $808.0K | — | -1.0% |
| 3596 | RESTON WEALTH MANAGEMENT#3596 · 1,082 sh | 1,082 | $807.8K | 0.22% | -12.2% |
| 3597 | HighMark Wealth Management#3597 · 1,081 sh | 1,081 | $807.1K | 0.27% | -3.7% |
| 3598 | Verde Capital Management#3598 · 1,080 sh | 1,080 | $806.9K | 0.15% | +17.5% |
| 3599 | NavPoint Financial#3599 · 1,080 sh | 1,080 | $806.4K | — | +0.3% |
| 3600 | Ritter Daniher Financial Advisory / DE#3600 · 1,079 sh | 1,079 | $805.9K | 0.12% | -1.3% |
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.