SPDR S&P 500 ETF TRUST (SPY) — Institutional Holders, Q2 2026 (page 37)
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 3,601 to 3,700. 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 3,601–3,700 of 4,689
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3601 | Sharp Financial Services#3601 · 1,078 sh | 1,078 | $805.0K | 0.37% | +16.0% |
| 3602 | KWMG#3602 · 1,078 sh | 1,078 | $804.8K | — | -1.7% |
| 3603 | RETIREMITTEN FINANCIAL#3603 · 1,075 sh | 1,075 | $803.0K | 0.34% | -5.0% |
| 3604 | Kidder Stephen W#3604 · 1,075 sh | 1,075 | $802.8K | 0.20% | 0.0% |
| 3605 | Smart Money Group#3605 · 1,075 sh | 1,075 | $802.6K | 0.21% | -0.6% |
| 3606 | Bath Savings#3606 · 1,074 sh | 1,074 | $802.0K | — | +2.0% |
| 3607 | Harbor Group#3607 · 1,071 sh | 1,071 | $799.8K | — | -1.0% |
| 3608 | Amicus Financial Advisors#3608 · 1,069 sh | 1,069 | $798.6K | 0.20% | +1.2% |
| 3609 | STABLEFORD CAPITAL II#3609 · 1,069 sh | 1,069 | $798.3K | — | -9.9% |
| 3610 | 25#3610 · 1,069 sh | 1,069 | $798.3K | — | +3.4% |
| 3611 | IFC & Insurance Marketing#3611 · 1,069 sh | 1,069 | $798.0K | — | +4.9% |
| 3612 | Philadelphia Investment Partners#3612 · 1,067 sh | 1,067 | $797.5K | 0.50% | -1.3% |
| 3613 | WP Advisors#3613 · 1,067 sh | 1,067 | $796.6K | — | +0.9% |
| 3614 | Harborfront Financial Group#3614 · 1,065 sh | 1,065 | $795.1K | 3.00% | — |
| 3615 | Dougherty Wealth Advisers#3615 · 1,064 sh | 1,064 | $794.6K | 0.44% | -1.5% |
| 3616 | Nova Wealth Management#3616 · 1,063 sh | 1,063 | $793.8K | 0.44% | +5.7% |
| 3617 | Compagnie Lombard Odier SCmA#3617 · 1,063 sh | 1,063 | $793.8K | <0.01% | +10.4% |
| 3618 | Patient Capital Management#3618 · 1,060 sh | 1,060 | $791.6K | 0.03% | -4.9% |
| 3619 | Bluesphere Advisors#3619 · 1,058 sh | 1,058 | $790.1K | — | -1.4% |
| 3620 | Allodium Investment Consultants#3620 · 1,055 sh | 1,055 | $787.8K | — | -5.2% |
| 3621 | CLARK ESTATES#3621 · 1,054 sh | 1,054 | $787.1K | 0.18% | 0.0% |
| 3622 | Phraction Management#3622 · 1,054 sh | 1,054 | $787.1K | — | 0.0% |
| 3623 | MOUNTAIN PACIFIC INVESTMENT ADVISERS#3623 · 1,052 sh | 1,052 | $785.5K | 0.12% | -50.0% |
| 3624 | Crossmark Global#3624 · 1,052 sh | 1,052 | $785.4K | — | -4.6% |
| 3625 | Hubbell Strickland Wealth Management#3625 · 1,051 sh | 1,051 | $785.2K | 0.28% | -0.5% |
| 3626 | Stokes Family Office#3626 · 1,050 sh | 1,050 | $784.1K | 0.09% | +0.4% |
| 3627 | MMA ASSET MANAGEMENT#3627 · 1,050 sh | 1,050 | $783.7K | 0.25% | +0.1% |
| 3628 | Monument Group Wealth Advisors#3628 · 1,048 sh | 1,048 | $782.9K | — | +0.1% |
| 3629 | MINDSET WEALTH MANAGEMENT#3629 · 1,410 sh | 1,410 | $782.7K | — | +104.1% |
| 3630 | Keeler Thomas Management#3630 · 1,048 sh | 1,048 | $782.7K | 0.28% | +16.7% |
| 3631 | Heritage Wealth Management#3631 · 1,048 sh | 1,048 | $782.6K | 0.20% | -0.5% |
| 3632 | BLUE SQUARE ASSET MANAGEMENT#3632 · 1,045 sh | 1,045 | $780.4K | 0.32% | 0.0% |
| 3633 | Commonwealth Retirement Investments#3633 · 1,043 sh | 1,043 | $779.0K | — | -10.5% |
| 3634 | NCM Capital Management#3634 · 1,043 sh | 1,043 | $778.9K | 0.24% | -0.7% |
| 3635 | Park Square Financial Group#3635 · 1,043 sh | 1,043 | $778.9K | 7.03% | -23.4% |
| 3636 | RDA Financial Network#3636 · 1,042 sh | 1,042 | $778.3K | — | +0.5% |
| 3637 | Sidoxia Capital Management#3637 · 1,041 sh | 1,041 | $777.4K | 0.57% | 0.0% |
| 3638 | Seneca Financial Advisors#3638 · 1,039 sh | 1,039 | $776.0K | 0.20% | -2.0% |
| 3639 | Ellsworth Advisors#3639 · 1,028 sh | 1,028 | $775.8K | — | -4.5% |
| 3640 | Schulz Wealth, LTD.#3640 · 1,037 sh | 1,037 | $775.3K | 0.40% | — |
| 3641 | KFG WEALTH MANAGEMENT#3641 · 1,038 sh | 1,038 | $774.8K | — | -3.5% |
| 3642 | SilverOak Wealth Management#3642 · 1,037 sh | 1,037 | $774.4K | 0.10% | +0.2% |
| 3643 | JMAC ENTERPRISES#3643 · 1,030 sh | 1,030 | $769.2K | 0.13% | +0.2% |
| 3644 | Stillwater Private Wealth#3644 · 991 sh | 991 | $765.0K | 0.50% | +18.3% |
| 3645 | XY Capital Ltd#3645 · 1,024 sh | 1,024 | $764.7K | 0.74% | New |
| 3646 | SKY-MOUNTAIN CAPITAL MANAGEMENT#3646 · 1,024 sh | 1,024 | $764.7K | 0.55% | +3.5% |
| 3647 | BKM Wealth Management#3647 · 1,023 sh | 1,023 | $764.5K | — | -27.1% |
| 3648 | SUCCESSION FINANCIAL#3648 · 1,022 sh | 1,022 | $763.3K | — | — |
| 3649 | Bull Oak Capital#3649 · 1,020 sh | 1,020 | $761.7K | — | -0.5% |
| 3650 | DSG Capital Advisors#3650 · 1,011 sh | 1,011 | $760.1K | 0.11% | -0.2% |
| 3651 | Signet Private Wealth#3651 · 1,017 sh | 1,017 | $759.5K | 0.61% | 0.0% |
| 3652 | Boothe Investment Group#3652 · 1,011 sh | 1,011 | $754.7K | — | -13.8% |
| 3653 | WINDWARD CAPITAL MANAGEMENT#3653 · 1,009 sh | 1,009 | $753.5K | 0.06% | New |
| 3654 | Whitcomb & Hess#3654 · 1,009 sh | 1,009 | $753.5K | — | -0.2% |
| 3655 | Sherman Wealth Management#3655 · 1,005 sh | 1,005 | $750.4K | — | +0.3% |
| 3656 | Athena Investment Management#3656 · 1,005 sh | 1,005 | $750.3K | 0.44% | 0.0% |
| 3657 | REGATTA CAPITAL GROUP#3657 · 1,004 sh | 1,004 | $749.9K | — | +5.4% |
| 3658 | Stewardship Advisors#3658 · 1,004 sh | 1,004 | $749.8K | — | +1.0% |
| 3659 | Zullo Investment Group#3659 · 1,004 sh | 1,004 | $749.8K | — | -0.6% |
| 3660 | Serenity Investment Advisors#3660 · 983 sh | 983 | $749.7K | 0.32% | -0.5% |
| 3661 | FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT#3661 · 1,003 sh | 1,003 | $749.0K | — | 0.0% |
| 3662 | DeDora Capital#3662 · 1,001 sh | 1,001 | $747.5K | — | +3.1% |
| 3663 | Heritage Wealth Architects#3663 · 997 sh | 997 | $746.8K | — | +2.8% |
| 3664 | Arrington Capital Management#3664 · 1,000 sh | 1,000 | $746.8K | 0.46% | New |
| 3665 | ACIMA PRIVATE WEALTH#3665 · 999 sh | 999 | $746.0K | — | 0.0% |
| 3666 | RHUMBLINE ADVISERS#3666 · 998 sh | 998 | $745.3K | <0.01% | 0.0% |
| 3667 | MeadowBrook Investment Advisors#3667 · 997 sh | 997 | $744.5K | 0.59% | -1.4% |
| 3668 | CPA Asset Management#3668 · 996 sh | 996 | $743.5K | — | -9.5% |
| 3669 | RPS ADVISORY SOLUTIONS#3669 · 995 sh | 995 | $743.0K | 0.49% | -14.1% |
| 3670 | DOPKINS WEALTH MANAGEMENT#3670 · 994 sh | 994 | $742.3K | 0.27% | -2.1% |
| 3671 | Avid Wealth Partners#3671 · 992 sh | 992 | $740.8K | 0.36% | -28.6% |
| 3672 | Riverview Capital Advisers#3672 · 991 sh | 991 | $740.3K | 0.21% | +0.2% |
| 3673 | Creekside Partners#3673 · 990 sh | 990 | $739.4K | 0.27% | 0.0% |
| 3674 | HARRELL INVESTMENT PARTNERS#3674 · 989 sh | 989 | $738.6K | — | -5.9% |
| 3675 | SPROTT#3675 · 988 sh | 988 | $738.1K | 0.02% | +180.7% |
| 3676 | Sequent Planning#3676 · 984 sh | 984 | $734.4K | 0.16% | +123.6% |
| 3677 | SCHOLTZ & COMPANY#3677 · 983 sh | 983 | $734.1K | 0.37% | 0.0% |
| 3678 | ENZI WEALTH#3678 · 975 sh | 975 | $732.9K | — | +1.6% |
| 3679 | Sumitomo Mitsui DS Asset Management Company, Ltd#3679 · 981 sh | 981 | $732.6K | — | -2.5% |
| 3680 | STRATEGIC PLANNING GROUP#3680 · 979 sh | 979 | $731.2K | — | +30.2% |
| 3681 | Shum Financial Group#3681 · 979 sh | 979 | $731.1K | — | New |
| 3682 | Wolff Financial Management#3682 · 975 sh | 975 | $728.1K | — | 0.0% |
| 3683 | Asio Capital#3683 · 974 sh | 974 | $727.5K | — | +1.0% |
| 3684 | 180 WEALTH ADVISORS#3684 · 970 sh | 970 | $724.4K | 0.07% | -10.9% |
| 3685 | BROWN WEALTH MANAGEMENT#3685 · 969 sh | 969 | $723.7K | — | +15.2% |
| 3686 | Kestra Investment Management#3686 · 967 sh | 967 | $722.1K | 0.01% | -47.6% |
| 3687 | High Point Wealth Management#3687 · 966 sh | 966 | $721.4K | 0.59% | +1.2% |
| 3688 | CHECK CAPITAL MANAGEMENT#3688 · 965 sh | 965 | $720.6K | 0.02% | 0.0% |
| 3689 | BUTENSKY & COHEN FINANCIAL SECURITY#3689 · 965 sh | 965 | $720.3K | — | -2.8% |
| 3690 | Chris Bulman#3690 · 964 sh | 964 | $719.9K | — | +0.9% |
| 3691 | FF Advisors#3691 · 963 sh | 963 | $719.1K | — | +2.7% |
| 3692 | Briaud Financial Planning#3692 · 962 sh | 962 | $718.4K | — | -38.8% |
| 3693 | BIRCH FINANCIAL GROUP#3693 · 962 sh | 962 | $718.4K | — | -11.0% |
| 3694 | Maxele Advisors#3694 · 961 sh | 961 | $717.9K | 0.50% | — |
| 3695 | Keystone Financial Services#3695 · 961 sh | 961 | $717.4K | 0.18% | -22.6% |
| 3696 | JACOBSON & SCHMITT ADVISORS#3696 · 958 sh | 958 | $715.4K | 0.12% | +11.7% |
| 3697 | BostonPremier Wealth#3697 · 958 sh | 958 | $715.3K | — | +0.2% |
| 3698 | Redwood Financial Network#3698 · 953 sh | 953 | $711.4K | 0.39% | -0.2% |
| 3699 | Revere Asset Management#3699 · 952 sh | 952 | $710.9K | 0.27% | New |
| 3700 | Alliance Private Wealth#3700 · 951 sh | 951 | $710.2K | — | 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.