SPDR S&P 500 ETF TRUST (SPY) — Institutional Holders, Q2 2026 (page 4)
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 301 to 400. 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 301–400 of 4,689
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Phoenix Financial Ltd.#301 · 165,032 sh | 165,032 | $123.3M | 0.84% | +78.7% |
| 302 | Waverly Advisors#302 · 164,845 sh | 164,845 | $123.1M | 0.71% | -9.9% |
| 303 | Manchester Capital Management#303 · 163,294 sh | 163,294 | $121.9M | — | -0.3% |
| 304 | Southern Farm Bureau Life Insurance#304 · 161,923 sh | 161,923 | $121.0M | — | 0.0% |
| 305 | CSM Advisors#305 · 161,730 sh | 161,730 | $120.8M | 2.58% | +24.9% |
| 306 | Consolidated Investment Group#306 · 161,305 sh | 161,305 | $120.5M | 10.47% | 0.0% |
| 307 | CAPITAL FUND MANAGEMENT S.A.#307 · 161,180 sh | 161,180 | $120.4M | 0.53% | New |
| 308 | Sequoia Financial Advisors#308 · 160,362 sh | 160,362 | $119.8M | 0.60% | +1.2% |
| 309 | Select Asset Management#309 · 158,695 sh | 158,695 | $118.5M | 34.12% | -5.7% |
| 310 | BRANDYWINE#310 · 157,095 sh | 157,095 | $117.3M | 18.90% | +1.0% |
| 311 | Activest Wealth Management#311 · 156,104 sh | 156,104 | $116.6M | — | -8.9% |
| 312 | EASTERN BANK#312 · 155,477 sh | 155,477 | $116.1M | — | -2.1% |
| 313 | Freestone Capital#313 · 155,271 sh | 155,271 | $116.0M | 3.01% | +8.9% |
| 314 | BRADLEY FOSTER & SARGENT#314 · 153,569 sh | 153,569 | $114.7M | 1.62% | +1.6% |
| 315 | AE Wealth Management#315 · 153,567 sh | 153,567 | $114.6M | 0.53% | +61.5% |
| 316 | Prime Capital Investment Advisors#316 · 151,678 sh | 151,678 | $113.3M | — | -3.7% |
| 317 | Summit Financial#317 · 151,265 sh | 151,265 | $113.2M | 1.24% | +1.7% |
| 318 | Pine Valley Investments Ltd Liability#318 · 150,229 sh | 150,229 | $112.4M | 4.44% | +5.8% |
| 319 | Strategic Point Investment Advisors#319 · 149,939 sh | 149,939 | $112.0M | 14.59% | -0.4% |
| 320 | DRW Securities#320 · 149,849 sh | 149,849 | $111.9M | 2.72% | -16.0% |
| 321 | Jordan Park Group#321 · 149,817 sh | 149,817 | $111.9M | 5.67% | -2.2% |
| 322 | RWA WEALTH PARTNERS#322 · 165,670 sh | 165,670 | $110.7M | 1.06% | +11.2% |
| 323 | V2 Financial group#323 · 147,986 sh | 147,986 | $110.5M | 41.17% | +2.2% |
| 324 | RBF Capital#324 · 146,300 sh | 146,300 | $109.3M | 4.54% | 0.0% |
| 325 | MCF Advisors#325 · 145,668 sh | 145,668 | $109.0M | 3.89% | -1.6% |
| 326 | Howard Capital Management Group#326 · 145,761 sh | 145,761 | $108.8M | — | -1.8% |
| 327 | JOHNSON INVESTMENT COUNSEL#327 · 144,918 sh | 144,918 | $108.2M | 0.79% | +8.7% |
| 328 | JABODON PT#328 · 143,514 sh | 143,514 | $107.2M | 10.52% | +0.2% |
| 329 | CHOREO#329 · 375,074 sh | 375,074 | $107.1M | 1.18% | +1.0% |
| 330 | Serenus Wealth Advisors#330 · 143,317 sh | 143,317 | $107.0M | 18.68% | -0.3% |
| 331 | Hudson Bay Capital Management#331 · 143,000 sh | 143,000 | $106.8M | 0.29% | -43.6% |
| 332 | Rising Stella Capital Pte. Ltd#332 · 142,781 sh | 142,781 | $106.6M | 42.82% | +0.2% |
| 333 | NEW YORK LIFE INSURANCE#333 · 142,522 sh | 142,522 | $106.4M | 20.19% | 0.0% |
| 334 | SENTINEL PENSION ADVISORS#334 · 143,086 sh | 143,086 | $106.4M | 13.95% | 0.0% |
| 335 | Elo Mutual Pension Insurance#335 · 141,800 sh | 141,800 | $105.9M | 1.36% | New |
| 336 | BANK HAPOALIM BM#336 · 141,384 sh | 141,384 | $105.6M | 7.02% | +30.8% |
| 337 | Beacon Capital Management#337 · 140,753 sh | 140,753 | $105.1M | — | -15.6% |
| 338 | Glenview#338 · 161,416 sh | 161,416 | $105.0M | 1.65% | 0.0% |
| 339 | COLDSTREAM CAPITAL MANAGEMENT#339 · 137,612 sh | 137,612 | $102.8M | 1.29% | +3.3% |
| 340 | BANQUE PICTET & CIE SA#340 · 136,746 sh | 136,746 | $102.1M | — | +4.4% |
| 341 | Karnit Road Accident Victims Compensation Fund#341 · 136,578 sh | 136,578 | $102.0M | 57.96% | -10.1% |
| 342 | Joel Isaacson#342 · 135,617 sh | 135,617 | $101.3M | 2.93% | +1.2% |
| 343 | Farther Finance Advisors#343 · 135,693 sh | 135,693 | $101.3M | — | +27.6% |
| 344 | Urban Financial Advisory#344 · 135,251 sh | 135,251 | $101.0M | 27.83% | -0.6% |
| 345 | Krane Funds Advisors#345 · 135,100 sh | 135,100 | $100.9M | 3.58% | +11.7% |
| 346 | Schusterman Interests#346 · 133,977 sh | 133,977 | $100.1M | 26.10% | 0.0% |
| 347 | WEBSTER BANK, N. A.#347 · 132,931 sh | 132,931 | $99.3M | 8.61% | -2.1% |
| 348 | TOTAL INVESTMENT MANAGEMENT#348 · 132,736 sh | 132,736 | $99.2M | — | -3.6% |
| 349 | Berkeley Capital Partners#349 · 132,746 sh | 132,746 | $99.1M | 20.40% | +1.6% |
| 350 | Busey Wealth Management#350 · 132,734 sh | 132,734 | $99.1M | — | +1.1% |
| 351 | BOKF, NA#351 · 131,628 sh | 131,628 | $98.3M | 1.36% | -0.2% |
| 352 | Mesirow Financial Investment Management#352 · 131,037 sh | 131,037 | $97.9M | 1.54% | +1.0% |
| 353 | ADAR1 Capital Management#353 · 129,087 sh | 129,087 | $96.4M | 4.41% | +70.0% |
| 354 | TUCKER ASSET MANAGEMENT#354 · 128,059 sh | 128,059 | $95.6M | 23.62% | +14.7% |
| 355 | ATTICUS WEALTH MANAGEMENT#355 · 127,732 sh | 127,732 | $95.4M | — | -2.2% |
| 356 | SteelPeak Wealth#356 · 127,281 sh | 127,281 | $95.3M | — | -15.0% |
| 357 | Beacon Capital Management#357 · 127,439 sh | 127,439 | $95.2M | — | -6.7% |
| 358 | RAMSEY QUANTITATIVE SYSTEMS#358 · 127,043 sh | 127,043 | $94.9M | — | -7.5% |
| 359 | Independence Bank of Kentucky#359 · 126,901 sh | 126,901 | $94.8M | — | -2.8% |
| 360 | OPPENHEIMER#360 · 126,855 sh | 126,855 | $94.7M | — | +5.2% |
| 361 | J.W. COLE ADVISORS#361 · 125,871 sh | 125,871 | $94.0M | 1.61% | -0.6% |
| 362 | Stratos Wealth Advisors#362 · 125,400 sh | 125,400 | $93.6M | 5.14% | +14.2% |
| 363 | TCW GROUP#363 · 124,933 sh | 124,933 | $93.3M | 0.63% | +0.2% |
| 364 | Gainplan#364 · 124,662 sh | 124,662 | $93.1M | — | +774.0% |
| 365 | Midwest#365 · 123,646 sh | 123,646 | $92.3M | — | -1.4% |
| 366 | Granger Management#366 · 122,830 sh | 122,830 | $92.0M | 28.49% | 0.0% |
| 367 | TANG CAPITAL MANAGEMENT#367 · 123,000 sh | 123,000 | $91.9M | 4.17% | -26.8% |
| 368 | First Western Bank#368 · 122,949 sh | 122,949 | $91.8M | 4.48% | -1.2% |
| 369 | Fiera Capital#369 · 122,791 sh | 122,791 | $91.7M | 0.33% | -12.1% |
| 370 | Cornerstone Wealth Group#370 · 122,433 sh | 122,433 | $91.4M | 5.42% | -0.9% |
| 371 | Turtle Creek Wealth Advisors#371 · 121,496 sh | 121,496 | $90.5M | — | +409.9% |
| 372 | IFG Advisors#372 · 121,150 sh | 121,150 | $90.5M | — | +0.6% |
| 373 | Portland Global Advisors#373 · 120,983 sh | 120,983 | $90.3M | 8.58% | -1.1% |
| 374 | RMB Capital Management#374 · 120,637 sh | 120,637 | $90.3M | 1.39% | +0.8% |
| 375 | KESTRA PRIVATE WEALTH SERVICES#375 · 119,662 sh | 119,662 | $89.4M | 0.98% | -2.7% |
| 376 | Capital Advisors, Ltd.#376 · 119,607 sh | 119,607 | $89.3M | 9.01% | +1.0% |
| 377 | Belpointe Asset Management#377 · 119,286 sh | 119,286 | $89.1M | 2.91% | -26.6% |
| 378 | Headland Capital#378 · 119,098 sh | 119,098 | $88.9M | 21.93% | +2.3% |
| 379 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#379 · 118,970 sh | 118,970 | $88.8M | 0.02% | -9.7% |
| 380 | CIBC Asset Management#380 · 118,053 sh | 118,053 | $88.2M | 0.19% | -21.9% |
| 381 | Kirkwood Financial Services#381 · 117,959 sh | 117,959 | $88.1M | 25.18% | +3.1% |
| 382 | James J. Burns & Company#382 · 117,953 sh | 117,953 | $88.1M | — | +65.7% |
| 383 | ALLIANZ SE#383 · 116,978 sh | 116,978 | $87.4M | 0.92% | +38.7% |
| 384 | Evercore Wealth Management#384 · 116,201 sh | 116,201 | $86.8M | 1.23% | +0.5% |
| 385 | Sumitomo Mitsui#385 · 116,185 sh | 116,185 | $86.8M | 0.05% | New |
| 386 | Nuveen#386 · 117,030 sh | 117,030 | $86.5M | 0.02% | +369.0% |
| 387 | Haverford#387 · 115,343 sh | 115,343 | $86.1M | 0.74% | -1.1% |
| 388 | Dakota Wealth Management#388 · 115,312 sh | 115,312 | $86.1M | 1.64% | +1.0% |
| 389 | Amundi#389 · 114,966 sh | 114,966 | $85.9M | 0.02% | -8.8% |
| 390 | Klingman & Associates#390 · 114,856 sh | 114,856 | $85.8M | — | -0.4% |
| 391 | Mirae Asset Global Investments , Ltd.#391 · 114,820 sh | 114,820 | $85.7M | 0.13% | -38.0% |
| 392 | PUBLIC SECTOR PENSION INVESTMENT BOARD#392 · 114,567 sh | 114,567 | $85.6M | 0.22% | -16.8% |
| 393 | Venture Visionary Partners#393 · 114,375 sh | 114,375 | $85.4M | — | +0.5% |
| 394 | Liberty Mutual Group Asset Management#394 · 112,093 sh | 112,093 | $83.7M | 7.31% | +114.3% |
| 395 | Aptus Capital Advisors#395 · 110,759 sh | 110,759 | $82.7M | 0.57% | +11.2% |
| 396 | Eos Management, L.P.#396 · 110,736 sh | 110,736 | $82.7M | — | 0.0% |
| 397 | Foundations Investment Advisors#397 · 109,293 sh | 109,293 | $81.6M | 0.84% | -11.9% |
| 398 | Kentucky Farm Bureau Mutual Insurance#398 · 109,000 sh | 109,000 | $81.4M | 22.59% | 0.0% |
| 399 | Lepercq De Neuflize Asset Management#399 · 108,716 sh | 108,716 | $81.2M | 51.54% | 0.0% |
| 400 | Financiere des Professionnels - Fonds d,investissement#400 · 108,498 sh | 108,498 | $81.0M | 4.57% | -7.8% |
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.