SPDR S&P 500 ETF TRUST (SPY) — Institutional Holders, Q2 2026 (page 41)

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 4,001 to 4,100. 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 4,001–4,100 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
Alexander Randolph Advisory#4001 · 643 sh$480.2K-47.7%
Scissortail Wealth Management#4002 · 643 sh$480.2K0.0%
Gilbert Capital Group#4003 · 643 sh$480.2K+9.5%
PARTNERS WEALTH MANAGEMENT#4004 · 642 sh$479.2K-0.5%
Merrithew & Thorsten#4005 · 642 sh$479.0K+0.3%
NI ACQUISITIONS COMPANY#4006 · 19,221 sh$478.2K—
Redmond Asset Management#4007 · 637 sh$475.7K0.0%
NOMURA ASSET MANAGEMENT LTD#4008 · 637 sh$475.7K0.0%
NovaPoint Capital#4009 · 636 sh$474.8KNew
SevenBridge Financial Group#4010 · 613 sh$473.6K-2.2%
Old Port Advisors#4011 · 634 sh$473.6K-5.9%
AUGUSTINE ASSET MANAGEMENT#4012 · 634 sh$473.5K-10.6%
SOUTHERN CAPITAL ADVISORS#4013 · 632 sh$471.8K+25.9%
New England Professional Planning Group#4014 · 631 sh$471.2K0.0%
Herold Advisors#4015 · 629 sh$471.0K0.0%
ONEFUND#4016 · 630 sh$470.5K+7775.0%
Cadent Capital Advisors#4017 · 627 sh$468.5K-9.0%
PLANNING DIRECTIONS#4018 · 627 sh$467.9K+0.2%
Meridian Wealth Partners#4019 · 626 sh$467.8K0.0%
O'Brien Greene#4020 · 626 sh$467.8K-1.3%
MGO Private Wealth#4021 · 605 sh$467.6K+4.5%
RPg Family Wealth Advisory#4022 · 625 sh$467.0K-30.2%
Elgethun Capital Management#4023 · 624 sh$466.2K-13.8%
Vigil Wealth Management#4024 · 624 sh$466.0K0.0%
Terra Nova Asset Management#4025 · 623 sh$465.3K-33.7%
Baugh & Associates#4026 · 623 sh$465.1K-12.6%
Capital Advisor Network#4027 · 622 sh$464.5K-2.2%
A4 Wealth Advisors#4028 · 619 sh$462.0KNew
DUDLEY CAPITAL MANAGEMENT#4029 · 618 sh$461.4K0.0%
Strategent Financial#4030 · 617 sh$460.8K0.0%
Daner Wealth Management#4031 · 592 sh$460.7K0.0%
Sherrill & Hutchins Financial Advisory#4032 · 617 sh$460.6KNew
Spectrum Planning & Advisory Services#4033 · 615 sh$459.5K+16.5%
Rinkey Investments#4034 · 610 sh$455.5K+0.8%
Blackston Financial Advisory Group#4035 · 608 sh$454.0K+54.3%
St. Clair Advisors#4036 · 607 sh$453.3K0.0%
Cascade Investment Advisors#4037 · 606 sh$452.8K0.0%
BlueStem Wealth Partners#4038 · 605 sh$451.7K+1.0%
Crane Advisory#4039 · 600 sh$450.4K0.0%
WEYBOSSET RESEARCH & MANAGEMENT#4040 · 603 sh$450.3K0.0%
Emerald Investment Advisers#4041 · 602 sh$449.6K-78.5%
Strengthening Families & Communities#4042 · 602 sh$449.5K+1.2%
COMMONS CAPITAL#4043 · 602 sh$449.4K-8.6%
CERTIOR FINANCIAL GROUP#4044 · 601 sh$448.9K+0.2%
Aberdeen Wealth Management#4045 · 600 sh$448.1K-53.8%
SHEPHERD KAPLAN KROCHUK#4046 · 599 sh$447.3K+0.3%
WALLED LAKE PLANNING & WEALTH MANAGEMENT#4047 · 599 sh$447.1K+0.2%
Fairway Wealth#4048 · 598 sh$446.6K+7.6%
Boomfish Wealth Group#4049 · 597 sh$445.8K+1.5%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT#4050 · 595 sh$445.8K+32.5%
RESOLUTE WEALTH ADVISOR#4051 · 683 sh$444.4K0.0%
KERR FINANCIAL PLANNING#4052 · 595 sh$444.1K-0.8%
Pine Harbor Wealth Management#4053 · 593 sh$443.0K-2.5%
Schiavi#4054 · 593 sh$442.8K0.0%
ACUTE INVESTMENT ADVISORY#4055 · 593 sh$442.8K-4.4%
JACOBS LEVY EQUITY MANAGEMENT#4056 · 592 sh$442.1K-22.8%
SWEENEY & MICHEL#4057 · 572 sh$442.1K-0.7%
ADVISORY RESEARCH#4058 · 591 sh$441.3K-2.5%
Newport Capital Group#4059 · 589 sh$441.1K+18.5%
JBR Financial Management#4060 · 590 sh$440.6K-30.5%
Vectors Research Management#4061 · 588 sh$439.1K0.0%
CENTRICA WEALTH MANAGEMENT#4062 · 605 sh$439.0K—
Leo H. Evart#4063 · 588 sh$438.8K+0.2%
ShankerValleau Wealth Advisors#4064 · 587 sh$438.4K0.0%
Prentice Wealth Management#4065 · 586 sh$437.6KNew
Thayer Partners, / MA#4066 · 584 sh$436.1K-10.2%
Interactive Financial Advisors#4067 · 610 sh$435.4K+4.3%
Cassady Wealth & Retirement Planning#4068 · 583 sh$435.4K+14.8%
Dash Acquisitions#4069 · 562 sh$434.1K+1.4%
Rather & Kittrell#4070 · 581 sh$433.9K-12.2%
Presidio Capital Management#4071 · 581 sh$433.5K+0.7%
Lineweaver Wealth Advisors#4072 · 580 sh$433.2K0.0%
Clarity Retirement & Wealth#4073 · 580 sh$433.1K+6.6%
Harfst & Associates#4074 · 578 sh$431.8K0.0%
Astoria Strategic Wealth#4075 · 578 sh$431.6K0.0%
Vantage Point Financial#4076 · 578 sh$431.4K-31.9%
Arcadia Wealth Management#4077 · 577 sh$431.0K-30.3%
RK Capital Management#4078 · 577 sh$430.9K-94.4%
WealthCare Asset Management#4079 · 576 sh$430.3K+7.1%
Kilter Group#4080 · 576 sh$430.1K-58.1%
GLOBALT Investments / GA#4081 · 575 sh$429.4K0.0%
FIRST FINANCIAL#4082 · 575 sh$429.4K0.0%
Boston Common Asset Management#4083 · 572 sh$427.3K0.0%
Blume Capital Management#4084 · 572 sh$427.2K0.0%
SOMERVILLE KURT F#4085 · 572 sh$427.2K0.0%
First Citizens Financial#4086 · 572 sh$427.2K0.0%
Morey & Quinn Wealth Partners#4087 · 572 sh$427.2K+12.8%
Oakmont Advisory Group#4088 · 572 sh$427.1K0.0%
CWC Advisors#4089 · 571 sh$426.4K+2.1%
Diligent Investors#4090 · 570 sh$425.7K+4.0%
IAG Wealth Partners#4091 · 570 sh$425.4K+2.9%
Pachira Investments#4092 · 569 sh$425.2K+11.8%
Benson Investment Management Company#4093 · 569 sh$424.9K0.0%
Todd Wealth Management#4094 · 569 sh$424.9K0.0%
Wealth Management Strategies#4095 · 569 sh$424.8K+0.4%
Sara-Bay Financial#4096 · 569 sh$424.7K-4.8%
Brick & Kyle, Associates#4097 · 653 sh$424.7K0.0%
RF&L WEALTH MANAGEMENT#4098 · 567 sh$423.4K-6.6%
Downshift Financial#4099 · 566 sh$422.5K0.0%
Platt Wealth Management#4100 · 566 sh$422.0K+10.8%

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.