SPDR S&P 500 ETF TRUST (SPY) — Institutional Holders, Q2 2026 (page 38)

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 3,701 to 3,800. 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 3,701–3,800 of 4,689

Institutional investors reporting a position in SPDR S&P 500 ETF TRUST on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
SageGuard Financial Group#3701 · 948 sh$708.1K-27.1%
LUTS & GREENLEIGH GROUP#3702 · 948 sh$707.7K+0.4%
Arbor Investment Advisors#3703 · 947 sh$707.6K-42.9%
Huntleigh Advisors#3704 · 940 sh$702.1K+3.3%
SFAM#3705 · 938 sh$700.5K-1.2%
Pacific Sage Partners#3706 · 937 sh$699.5K-0.6%
QUARRY HILL ADVISORS#3707 · 936 sh$699.0K0.0%
Peoples Bank#3708 · 936 sh$699.0K-17.6%
Meadowbrook Wealth Management#3709 · 937 sh$698.8K0.0%
VISTA FINANCE#3710 · 935 sh$698.5K+70.6%
Bay Capital Advisors#3711 · 935 sh$698.2K0.0%
BG Investment Services#3712 · 934 sh$697.6K-10.1%
Integrated Investment Consultants#3713 · 934 sh$697.5K-10.2%
FC Advisory#3714 · 932 sh$696.0K+0.2%
Compass Financial Group#3715 · 930 sh$694.5K-4.4%
Fulcrum Capital#3716 · 930 sh$694.5K0.0%
WestHill Financial Advisors#3717 · 929 sh$693.9K+20.0%
GENTRY PRIVATE WEALTH#3718 · 929 sh$693.9K+60.7%
Unified Investment Management#3719 · 929 sh$693.7K0.0%
TILIA FIDUCIARY PARTNERS#3720 · 929 sh$693.4K+1.2%
Everest Financial Group#3721 · 928 sh$693.3K-1.2%
Fortitude Financial#3722 · 927 sh$692.3K-99.2%
ADE#3723 · 926 sh$691.8K0.0%
Blue Sky Capital Consultants Group#3724 · 923 sh$689.3K-25.0%
William B. Walkup & Associates#3725 · 923 sh$689.3K+229.6%
Cauble & Harre Wealth Management#3726 · 920 sh$688.8K0.0%
CBIZ Investment Advisory Services#3727 · 1,056 sh$687.2K0.0%
PICTON MAHONEY ASSET MANAGEMENT#3728 · 920 sh$687.0K-17.9%
B.O.S.S. Retirement Advisors#3729 · 920 sh$686.9K-15.8%
Hiley Hunt Wealth Management#3730 · 917 sh$684.8K-5.6%
Anson Capital#3731 · 917 sh$684.8K+0.2%
WESPAC Advisors SoCal#3732 · 916 sh$684.0K-0.2%
Navigate Wealth Management#3733 · 918 sh$682.3K0.0%
Turn8 Private Wealth#3734 · 913 sh$681.8K-45.3%
VALLEY FORGE INVESTMENT CONSULTANTS ADV#3735 · 913 sh$681.6K+0.1%
LPWM#3736 · 912 sh$681.1K+0.2%
Ruggaard & Associates#3737 · 912 sh$681.1K0.0%
Donalies Financial Planning#3738 · 912 sh$681.1K0.0%
America First Investment Advisors#3739 · 908 sh$678.2K-4.6%
Thrive Capital Management#3740 · 907 sh$677.6K0.0%
Daytona Street Capital#3741 · 897 sh$676.8K0.0%
McGlone Suttner Wealth Management#3742 · 906 sh$676.3K+0.9%
InvesTrust#3743 · 904 sh$675.1K-0.6%
Delta Accumulation#3744 · 902 sh$673.6KNew
AIMZ Investment Advisors#3745 · 901 sh$672.8K0.0%
Castellan Group#3746 · 900 sh$672.1K-75.0%
HOGE FINANCIAL SERVICES#3747 · 899 sh$671.0K-1.0%
Boston Standard Wealth Management#3748 · 898 sh$670.5K+8.6%
RPG Investment Advisory#3749 · 897 sh$670.0K-0.2%
Aster Capital Management (DIFC) Ltd#3750 · 893 sh$666.9KNew
WealthPLAN Partners#3751 · 890 sh$664.6K+0.3%
TRB Wealth Management#3752 · 888 sh$663.3K-23.1%
COLTON GROOME FINANCIAL ADVISORS#3753 · 888 sh$663.1K+102.7%
ADVOCATE GROUP#3754 · 885 sh$661.2K-4.2%
Matisse Capital#3755 · 882 sh$658.4K-0.1%
MARIETTA INVESTMENT PARTNERS#3756 · 881 sh$658.0K+0.7%
ATLANTIC FAMILY WEALTH#3757 · 880 sh$657.8K-0.3%
DeLarme Wealth Management#3758 · 880 sh$657.3K0.0%
Intentional Wealth Strategies#3759 · 878 sh$655.7K0.0%
Choice Wealth Advisors#3760 · 877 sh$654.9K+0.2%
GENESIS PRIVATE WEALTH#3761 · 877 sh$654.9KNew
Ballast Financial Advisors#3762 · 876 sh$654.3K+12.9%
KDK Private Wealth Management#3763 · 874 sh$652.7K0.0%
Clear Retirement Advice#3764 · 874 sh$652.7K0.0%
Cox Capital Mgt#3765 · 873 sh$651.9K-6.6%
Roxbury Financial#3766 · 872 sh$651.0K+0.2%
PETREDIS INVESTMENT ADVISORS#3767 · 870 sh$649.7K0.0%
Vision Capital Management#3768 · 869 sh$649.0K0.0%
Yukon Wealth Management#3769 · 867 sh$647.8K+57.9%
SMITH SHELLNUT WILSON#3770 · 867 sh$647.5K-20.6%
Delap Wealth Advisory#3771 · 864 sh$645.2K0.0%
Strategic Investment Solutions#3772 · 862 sh$643.8K-2.7%
EMORY UNIVERSITY#3773 · 861 sh$643.0K+3.6%
Finley Financial#3774 · 861 sh$643.0K0.0%
MARYLAND CAPITAL ADVISORS#3775 · 859 sh$641.5K—
NORTHEAST PLANNING ASSOCIATES, / NH#3776 · 859 sh$641.5K-8.7%
Sanchez Gaunt Capital Management#3777 · 859 sh$641.5K0.0%
Snider Financial Group#3778 · 859 sh$641.2K+0.1%
WealthCare Investment Partners#3779 · 858 sh$640.7K+1.5%
LEGACY SOLUTIONS#3780 · 856 sh$639.2K0.0%
FISHMAN JAY A LTD#3781 · 855 sh$638.5K0.0%
ORRSTOWN FINANCIAL SERVICES#3782 · 855 sh$638.5K0.0%
Family Legacy Financial Solutions#3783 · 855 sh$638.2K-19.8%
Advocacy Wealth Management#3784 · 852 sh$636.2K-0.1%
BECK CAPITAL MANAGEMENT#3785 · 852 sh$636.2K-8.2%
RAHLFS CAPITAL#3786 · 850 sh$634.8K0.0%
Grant Private Wealth Management#3787 · 850 sh$634.8K-0.9%
Arjuna Capital#3788 · 847 sh$632.5K0.0%
Jupiter Topco#3789 · 845 sh$631.4K—
Eastover Investment Advisors#3790 · 845 sh$631.0K0.0%
WJ Wealth Management#3791 · 843 sh$628.6K-0.7%
Premier Path Wealth Partners#3792 · 842 sh$628.5K-6.7%
Barton Investment Management#3793 · 839 sh$626.5K0.0%
Farnam Financial#3794 · 839 sh$626.5K0.0%
BEACON INVESTMENT ADVISORS#3795 · 838 sh$626.3K0.0%
AVISO WEALTH MANAGEMENT#3796 · 838 sh$625.8K+1.7%
INSTRUMENTAL WEALTH#3797 · 835 sh$623.7K+4.9%
Lauer Wealth#3798 · 828 sh$622.5K-5.7%
Creative Capital Management Investments#3799 · 833 sh$622.1K-0.5%
SLT#3800 · 833 sh$622.1K-2.5%

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.