SPDR S&P 500 ETF TRUST (SPY) — Institutional Holders, Q2 2026 (page 39)
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 3,801 to 3,900. 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 3,801–3,900 of 4,689
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3801 | Parkshore Wealth Management#3801 · 833 sh | 833 | $621.8K | — | +0.2% |
| 3802 | City Center Advisors#3802 · 832 sh | 832 | $621.5K | — | -1.0% |
| 3803 | VILLERE ST DENIS J#3803 · 830 sh | 830 | $619.8K | 0.07% | -3.5% |
| 3804 | AMES NATIONAL#3804 · 828 sh | 828 | $618.3K | 0.34% | 0.0% |
| 3805 | Boyd Wealth Management#3805 · 828 sh | 828 | $618.3K | — | 0.0% |
| 3806 | Flaharty Asset Management#3806 · 827 sh | 827 | $615.7K | 0.88% | -79.2% |
| 3807 | KWB Wealth#3807 · 824 sh | 824 | $615.3K | — | +54.6% |
| 3808 | TORQUE ASSET MANAGEMENT#3808 · 824 sh | 824 | $615.3K | 0.25% | 0.0% |
| 3809 | Valtrion Capital Management#3809 · 824 sh | 824 | $615.3K | 0.46% | New |
| 3810 | Quest 10 Wealth Builders#3810 · 822 sh | 822 | $614.3K | 0.48% | 0.0% |
| 3811 | Colonial River Wealth Management#3811 · 822 sh | 822 | $613.8K | — | +0.5% |
| 3812 | MWA Asset Management#3812 · 822 sh | 822 | $613.8K | 0.28% | -15.4% |
| 3813 | Worth Asset Management#3813 · 820 sh | 820 | $612.5K | — | 0.0% |
| 3814 | KELLY FINANCIAL GROUP#3814 · 819 sh | 819 | $611.9K | — | +1.9% |
| 3815 | Strategic Financial Partners, Ltd.#3815 · 818 sh | 818 | $610.9K | 0.23% | +33.9% |
| 3816 | HAMILTON CAPITAL PARTNERS#3816 · 818 sh | 818 | $610.9K | 0.18% | -90.1% |
| 3817 | Solutions 4 Wealth, Ltd#3817 · 817 sh | 817 | $610.0K | 0.79% | -28.0% |
| 3818 | ORG Wealth Partners#3818 · 814 sh | 814 | $609.2K | 0.09% | -22.3% |
| 3819 | Family Wealth Group#3819 · 814 sh | 814 | $608.2K | 0.32% | -0.6% |
| 3820 | Ares Financial Consulting#3820 · 813 sh | 813 | $607.3K | — | +153.3% |
| 3821 | Straight Path Wealth Management#3821 · 813 sh | 813 | $607.3K | — | +0.1% |
| 3822 | Atlas Wealth Partners#3822 · 813 sh | 813 | $607.1K | 0.66% | -27.5% |
| 3823 | CJM Wealth Advisers, Ltd.#3823 · 813 sh | 813 | $607.0K | 0.16% | -7.6% |
| 3824 | Hudson Oak Wealth Advisory#3824 · 812 sh | 812 | $606.4K | — | 0.0% |
| 3825 | Rose Capital Advisors#3825 · 810 sh | 810 | $604.9K | 0.30% | — |
| 3826 | GDS Wealth Management#3826 · 542 sh | 542 | $603.8K | 0.03% | +130.6% |
| 3827 | Broadway Wealth Solutions#3827 · 808 sh | 808 | $603.0K | — | +0.2% |
| 3828 | Lakeshore Financial Planning#3828 · 807 sh | 807 | $602.6K | — | +19.9% |
| 3829 | SMH CAPITAL ADVISORS#3829 · 806 sh | 806 | $602.1K | 2.36% | +51.2% |
| 3830 | Mowery & Schoenfeld Wealth Management#3830 · 805 sh | 805 | $601.1K | 0.82% | 0.0% |
| 3831 | Beverly Hills Private Wealth#3831 · 803 sh | 803 | $599.7K | 0.11% | +1.4% |
| 3832 | ADELL HARRIMAN & CARPENTER#3832 · 803 sh | 803 | $599.7K | 0.03% | -15.7% |
| 3833 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT#3833 · 802 sh | 802 | $599.0K | — | +56.6% |
| 3834 | New Capital Management#3834 · 802 sh | 802 | $598.9K | 0.14% | 0.0% |
| 3835 | STONE LOFT WEALTH MANAGEMENT#3835 · 793 sh | 793 | $598.5K | 0.34% | 0.0% |
| 3836 | INVESTMENT COUNSEL OF NEVADA#3836 · 801 sh | 801 | $598.4K | 1.12% | +107.5% |
| 3837 | SYMMETRY PEAK MANAGEMENT#3837 · 800 sh | 800 | $597.4K | 0.16% | New |
| 3838 | Sassicaia Capital Advisers#3838 · 800 sh | 800 | $597.4K | 0.26% | 0.0% |
| 3839 | ASSET PLANNING SERVICES /LA#3839 · 799 sh | 799 | $597.0K | — | 0.0% |
| 3840 | Legacy Advisory Services#3840 · 798 sh | 798 | $596.2K | — | +18.8% |
| 3841 | McNamara Financial Services#3841 · 798 sh | 798 | $595.9K | 0.10% | +0.1% |
| 3842 | HARBOR ADVISORY#3842 · 794 sh | 794 | $592.9K | 0.16% | 0.0% |
| 3843 | BLUESTEM FINANCIAL ADVISORS#3843 · 791 sh | 791 | $590.7K | — | -26.3% |
| 3844 | Spurstone Advisory Services#3844 · 792 sh | 792 | $590.6K | 8.07% | +34.0% |
| 3845 | Alessandra Capital Management#3845 · 789 sh | 789 | $589.2K | 0.42% | -4.7% |
| 3846 | LifeGoal Investments#3846 · 788 sh | 788 | $588.5K | — | +3.8% |
| 3847 | Finward Bancorp#3847 · 788 sh | 788 | $588.5K | — | -0.9% |
| 3848 | Boulder Wealth Advisors#3848 · 787 sh | 787 | $587.5K | 0.21% | 0.0% |
| 3849 | Parkway Wealth Management Group#3849 · 787 sh | 787 | $587.5K | — | 0.0% |
| 3850 | American Investment Services#3850 · 785 sh | 785 | $586.2K | 0.12% | -4.6% |
| 3851 | UP STRATEGIC WEALTH INVESTMENT ADVISORS#3851 · 761 sh | 761 | $585.7K | 0.35% | -8.1% |
| 3852 | Western Pacific Wealth Management#3852 · 783 sh | 783 | $584.9K | — | 0.0% |
| 3853 | Lantern Wealth Advisors#3853 · 698 sh | 698 | $584.5K | — | -10.7% |
| 3854 | Stonekeep Investments#3854 · 782 sh | 782 | $584.0K | — | -0.1% |
| 3855 | Crew Capital Management, Ltd.#3855 · 782 sh | 782 | $584.0K | 0.32% | 0.0% |
| 3856 | HC Advisors#3856 · 780 sh | 780 | $582.7K | 0.35% | -12.9% |
| 3857 | Darwin Wealth Management#3857 · 778 sh | 778 | $581.1K | 0.16% | -1.8% |
| 3858 | Ipsen Advisor Group#3858 · 776 sh | 776 | $579.2K | 0.37% | -1.6% |
| 3859 | Alliance Wealth Strategies, d/b/a Brown Edwards Wealth S#3859 · 775 sh | 775 | $578.7K | 0.45% | 0.0% |
| 3860 | PCM Encore#3860 · 775 sh | 775 | $578.7K | 0.10% | -9.5% |
| 3861 | Planned Solutions#3861 · 774 sh | 774 | $578.0K | — | 0.0% |
| 3862 | Mountain Capital Investment Advisors#3862 · 774 sh | 774 | $577.8K | 0.08% | +6.5% |
| 3863 | Detalus Advisors#3863 · 774 sh | 774 | $577.7K | — | +6.0% |
| 3864 | Integrity Investment Advisors#3864 · 772 sh | 772 | $576.5K | 0.25% | -2.4% |
| 3865 | Schoolcraft Capital#3865 · 771 sh | 771 | $575.8K | — | 0.0% |
| 3866 | Vannoy Advisory Group#3866 · 771 sh | 771 | $575.8K | — | 0.0% |
| 3867 | ARK & TLK INVESTMENTS#3867 · 771 sh | 771 | $575.8K | — | 0.0% |
| 3868 | Legacy Bridge#3868 · 770 sh | 770 | $575.3K | 0.18% | +6.4% |
| 3869 | Opus Capital Group#3869 · 769 sh | 769 | $575.0K | 0.06% | -16.8% |
| 3870 | WESPAC Advisors#3870 · 767 sh | 767 | $572.7K | — | -31.6% |
| 3871 | Congress Park Capital#3871 · 767 sh | 767 | $572.4K | — | -30.7% |
| 3872 | Mittelman Wealth Management#3872 · 764 sh | 764 | $571.2K | 0.38% | +13.4% |
| 3873 | Fortitude Family Office#3873 · 765 sh | 765 | $571.0K | — | +0.1% |
| 3874 | Altrius Capital Management#3874 · 762 sh | 762 | $569.4K | 0.11% | -18.0% |
| 3875 | Marble Harbor Investment Counsel#3875 · 758 sh | 758 | $565.8K | 0.06% | 0.0% |
| 3876 | Farrow Financial#3876 · 756 sh | 756 | $564.6K | 0.30% | -4.5% |
| 3877 | Directional Asset Management#3877 · 755 sh | 755 | $563.7K | — | -8.8% |
| 3878 | Legacy Wealth Managment#3878 · 755 sh | 755 | $563.6K | 0.23% | +46.0% |
| 3879 | Total Wealth Planning & Management#3879 · 754 sh | 754 | $563.2K | — | +6.2% |
| 3880 | North Forty Two#3880 · 753 sh | 753 | $562.5K | — | -1.2% |
| 3881 | First National Advisers#3881 · 753 sh | 753 | $562.3K | 0.08% | 0.0% |
| 3882 | Elite Financial#3882 · 751 sh | 751 | $562.0K | 0.23% | 0.0% |
| 3883 | Gradient Capital Advisors#3883 · 752 sh | 752 | $561.6K | — | -8.1% |
| 3884 | Gibraltar Capital Management#3884 · 752 sh | 752 | $561.4K | 0.09% | +107.2% |
| 3885 | Teamwork Financial Advisors#3885 · 751 sh | 751 | $561.1K | — | +12.8% |
| 3886 | RMR Capital Management#3886 · 751 sh | 751 | $560.9K | — | -12.7% |
| 3887 | Atwater Malick#3887 · 751 sh | 751 | $560.8K | — | 0.0% |
| 3888 | Mill Capital Management#3888 · 751 sh | 751 | $560.8K | — | 0.0% |
| 3889 | SFE Investment Counsel#3889 · 750 sh | 750 | $560.1K | 0.08% | 0.0% |
| 3890 | StoneCrest Wealth Management#3890 · 750 sh | 750 | $560.1K | 0.18% | -8.1% |
| 3891 | Inspire Advisors#3891 · 748 sh | 748 | $558.7K | 0.04% | +11.6% |
| 3892 | Premier Financial Group#3892 · 746 sh | 746 | $557.1K | 0.11% | 0.0% |
| 3893 | Dynamic Financial Group#3893 · 745 sh | 745 | $556.3K | 0.42% | +0.1% |
| 3894 | PSI Advisors#3894 · 744 sh | 744 | $555.6K | 0.13% | +33.3% |
| 3895 | Brown Financial Advisory#3895 · 744 sh | 744 | $555.5K | 0.23% | -2.7% |
| 3896 | Torren Management#3896 · 744 sh | 744 | $555.3K | 0.28% | -11.7% |
| 3897 | Kingsman Wealth Management#3897 · 742 sh | 742 | $554.4K | — | -0.8% |
| 3898 | WPG Advisers#3898 · 741 sh | 741 | $553.4K | 0.33% | +18.6% |
| 3899 | Advus Financial Partners#3899 · 737 sh | 737 | $551.6K | — | +38.5% |
| 3900 | Kondo Wealth Advisors#3900 · 737 sh | 737 | $550.4K | — | 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.