SPDR S&P 500 ETF TRUST (SPY) — Institutional Holders, Q2 2026 (page 43)
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 4,201 to 4,300. 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 4,201–4,300 of 4,689
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 4201 | BLACKHILL CAPITAL#4201 · 478 sh | 478 | $357.0K | 0.01% | 0.0% |
| 4202 | Summit Wealth Group#4202 · 478 sh | 478 | $356.8K | 0.07% | +26.5% |
| 4203 | Gray Private Wealth#4203 · 477 sh | 477 | $356.0K | 0.15% | -0.2% |
| 4204 | Sarver Vrooman Wealth Advisors#4204 · 474 sh | 474 | $355.8K | — | 0.0% |
| 4205 | CONTINUUM WEALTH ADVISORS#4205 · 476 sh | 476 | $355.5K | — | -2.1% |
| 4206 | Reliant Investment Partners#4206 · 476 sh | 476 | $355.5K | 0.24% | 0.0% |
| 4207 | Smith Partners Wealth Management#4207 · 476 sh | 476 | $355.5K | 0.28% | -19.3% |
| 4208 | Provident of the Employees of the Hebrew University LTD#4208 · 474 sh | 474 | $354.6K | 0.27% | 0.0% |
| 4209 | Hendershot Investments#4209 · 475 sh | 475 | $354.5K | 0.05% | +13.1% |
| 4210 | Suncoast Equity Management#4210 · 474 sh | 474 | $354.1K | 0.04% | -87.1% |
| 4211 | HFG Wealth Management#4211 · 474 sh | 474 | $353.7K | — | -58.9% |
| 4212 | Cogent Private Wealth#4212 · 473 sh | 473 | $353.2K | 0.22% | 0.0% |
| 4213 | Quantum Financial Planning Services#4213 · 472 sh | 472 | $352.7K | — | -1.3% |
| 4214 | Bucket List Wealth Management#4214 · 472 sh | 472 | $352.5K | — | 0.0% |
| 4215 | Joule Financial#4215 · 470 sh | 470 | $351.5K | 0.10% | +5.4% |
| 4216 | Peloton Wealth Strategists#4216 · 470 sh | 470 | $351.0K | 0.13% | 0.0% |
| 4217 | Whitaker-Myers Wealth Managers, LTD.#4217 · 470 sh | 470 | $350.8K | — | 0.0% |
| 4218 | Drum Hill Capital#4218 · 469 sh | 469 | $350.2K | — | +40.4% |
| 4219 | Thomasville National Bank#4219 · 469 sh | 469 | $350.2K | 0.02% | — |
| 4220 | FIDELIS iM#4220 · 468 sh | 468 | $349.4K | — | +0.2% |
| 4221 | Wilkins Miller Wealth Management#4221 · 468 sh | 468 | $349.2K | — | +41.0% |
| 4222 | RIVERSEDGE ADVISORS#4222 · 465 sh | 465 | $347.3K | — | -8.1% |
| 4223 | CLEAR INVESTMENT RESEARCH#4223 · 465 sh | 465 | $347.2K | 0.54% | 0.0% |
| 4224 | Probity Advisors#4224 · 464 sh | 464 | $346.5K | — | -0.9% |
| 4225 | J.E. Simmons & , P.C.#4225 · 463 sh | 463 | $345.8K | 0.19% | -1.7% |
| 4226 | Portfolio Strategies#4226 · 463 sh | 463 | $345.7K | 0.03% | -3.1% |
| 4227 | MOULTON WEALTH MANAGEMENT#4227 · 462 sh | 462 | $345.5K | — | +0.2% |
| 4228 | FLYWHEEL PRIVATE WEALTH#4228 · 457 sh | 457 | $341.3K | 0.17% | 0.0% |
| 4229 | KBC Group NV#4229 · 456 sh | 456 | $341.0K | — | -42.6% |
| 4230 | Bond & Devick Financial Network#4230 · 456 sh | 456 | $340.5K | — | 0.0% |
| 4231 | JAG CAPITAL MANAGEMENT#4231 · 456 sh | 456 | $340.3K | 0.03% | +1.1% |
| 4232 | Friedenthal Financial#4232 · 454 sh | 454 | $339.0K | — | 0.0% |
| 4233 | Winter & Associates#4233 · 454 sh | 454 | $339.0K | — | 0.0% |
| 4234 | WMG Financial Advisors#4234 · 450 sh | 450 | $336.2K | 0.13% | -18.5% |
| 4235 | Sunburst Financial Group#4235 · 449 sh | 449 | $335.7K | — | -1.1% |
| 4236 | Belleair Asset Management#4236 · 449 sh | 449 | $335.3K | 0.28% | +0.4% |
| 4237 | DORVAL#4237 · 449 sh | 449 | $335.0K | 0.10% | +0.2% |
| 4238 | Tanglewood Wealth Management#4238 · 448 sh | 448 | $334.6K | — | 0.0% |
| 4239 | Global View Capital Management#4239 · 448 sh | 448 | $334.6K | 0.07% | New |
| 4240 | Beckerman Institutional#4240 · 448 sh | 448 | $334.6K | 0.16% | 0.0% |
| 4241 | Mendel Capital Management#4241 · 448 sh | 448 | $334.4K | 0.15% | +0.2% |
| 4242 | Cutler Capital Management#4242 · 448 sh | 448 | $334.3K | 0.09% | -6.9% |
| 4243 | Fi3 FINANCIAL ADVISORS#4243 · 3,643 sh | 3,643 | $333.8K | 0.08% | -86.0% |
| 4244 | Golden Bell Financial Planning#4244 · 447 sh | 447 | $333.8K | 0.25% | -0.2% |
| 4245 | Kaufman Rossin Wealth#4245 · 444 sh | 444 | $333.8K | — | +6.0% |
| 4246 | Entelevest#4246 · 447 sh | 447 | $333.5K | 0.28% | +0.4% |
| 4247 | Piedmont Capital Management#4247 · 446 sh | 446 | $333.1K | 0.17% | 0.0% |
| 4248 | LEGACY FINANCIAL INDEPENDENT ADVISORS#4248 · 445 sh | 445 | $332.3K | 0.16% | -14.1% |
| 4249 | tru Independence#4249 · 444 sh | 444 | $331.9K | — | -7.1% |
| 4250 | LANGLEY WEALTH MANAGEMENT#4250 · 444 sh | 444 | $331.7K | 0.32% | — |
| 4251 | Investor's Fiduciary Advisor Network#4251 · 442 sh | 442 | $330.0K | 0.11% | -67.3% |
| 4252 | CarsonAllaria Wealth Management, Ltd.#4252 · 441 sh | 441 | $329.6K | 0.14% | +0.9% |
| 4253 | JACKSON THORNTON WEALTH MANAGEMENT#4253 · 441 sh | 441 | $329.3K | 0.03% | 0.0% |
| 4254 | ADAPT WEALTH ADVISORS#4254 · 440 sh | 440 | $328.7K | 0.11% | +10.0% |
| 4255 | THOMPSON DAVIS#4255 · 440 sh | 440 | $328.6K | 0.20% | 0.0% |
| 4256 | PETRA FINANCIAL ADVISORS#4256 · 440 sh | 440 | $328.6K | 0.15% | 0.0% |
| 4257 | Notis-McConarty Edward#4257 · 439 sh | 439 | $327.8K | 0.14% | -2.2% |
| 4258 | Highland Financial Advisors#4258 · 437 sh | 437 | $326.3K | — | New |
| 4259 | Whipplewood Advisors#4259 · 437 sh | 437 | $326.3K | — | -0.5% |
| 4260 | Cornerstone National Bank#4260 · 437 sh | 437 | $325.9K | — | +17.5% |
| 4261 | Allied Private Wealth#4261 · 435 sh | 435 | $325.0K | 0.21% | — |
| 4262 | Mechanics Financial#4262 · 435 sh | 435 | $324.8K | 0.12% | -6.7% |
| 4263 | WHI#4263 · 435 sh | 435 | $324.8K | 0.21% | 0.0% |
| 4264 | Lighthouse Financial#4264 · 435 sh | 435 | $324.8K | — | 0.0% |
| 4265 | SCHULHOFF#4265 · 435 sh | 435 | $324.8K | 0.13% | -3.3% |
| 4266 | Titan Wealth (CI) Ltd#4266 · 435 sh | 435 | $324.7K | 0.12% | 0.0% |
| 4267 | Client First Capital#4267 · 435 sh | 435 | $324.5K | — | 0.0% |
| 4268 | LEDERER & ASSOCIATES INVESTMENT COUNSEL#4268 · 434 sh | 434 | $324.0K | — | 0.0% |
| 4269 | Phillips Wealth Planners#4269 · 433 sh | 433 | $323.8K | 0.24% | -2.5% |
| 4270 | Lauterbach Financial Advisors#4270 · 433 sh | 433 | $323.2K | — | -8.8% |
| 4271 | M Wealth Management#4271 · 432 sh | 432 | $322.9K | — | -6.9% |
| 4272 | Mullooly Asset Management#4272 · 432 sh | 432 | $322.7K | 0.10% | +0.2% |
| 4273 | ROSS\JOHNSON & Associates#4273 · 432 sh | 432 | $322.6K | 5.05% | 0.0% |
| 4274 | Elk River Wealth Management#4274 · 430 sh | 430 | $322.1K | 0.05% | -6.9% |
| 4275 | Clay Northam Wealth Management#4275 · 431 sh | 431 | $321.9K | — | +1.9% |
| 4276 | Premier Private Wealth Management#4276 · 429 sh | 429 | $320.4K | 0.28% | New |
| 4277 | William Allan#4277 · 428 sh | 428 | $319.8K | — | +0.2% |
| 4278 | Talisman Wealth Advisors#4278 · 428 sh | 428 | $319.4K | 0.24% | 0.0% |
| 4279 | MTM FINANCIAL GROUP#4279 · 427 sh | 427 | $319.0K | 0.14% | 0.0% |
| 4280 | Brady Martz Wealth Solutions#4280 · 427 sh | 427 | $318.6K | 0.05% | +2.6% |
| 4281 | OLIO Financial Planning#4281 · 426 sh | 426 | $318.1K | — | 0.0% |
| 4282 | Garrett Wealth Advisory Group#4282 · 424 sh | 424 | $316.6K | — | 0.0% |
| 4283 | Sterling Group Wealth Management#4283 · 424 sh | 424 | $316.6K | 0.13% | +6.3% |
| 4284 | Arcataur Capital Management#4284 · 423 sh | 423 | $316.2K | — | 0.0% |
| 4285 | Valued Retirements#4285 · 423 sh | 423 | $316.0K | 0.28% | 0.0% |
| 4286 | Biondo Investment Advisors#4286 · 423 sh | 423 | $315.9K | 0.04% | 0.0% |
| 4287 | FORTERIS WEALTH MANAGEMENT#4287 · 423 sh | 423 | $315.9K | — | 0.0% |
| 4288 | Western Reserve Capital Management#4288 · 423 sh | 423 | $315.9K | — | 0.0% |
| 4289 | Adaptive Financial Consulting#4289 · 421 sh | 421 | $314.5K | 0.11% | 0.0% |
| 4290 | Barnett & Company#4290 · 420 sh | 420 | $313.6K | 0.23% | 0.0% |
| 4291 | Three Seasons Wealth#4291 · 420 sh | 420 | $313.6K | 0.03% | 0.0% |
| 4292 | PMG Wealth Management#4292 · 420 sh | 420 | $313.6K | 0.19% | +16.0% |
| 4293 | of Kansas#4293 · 418 sh | 418 | $312.0K | 0.16% | 0.0% |
| 4294 | Coston, McIsaac & Partners#4294 · 419 sh | 419 | $312.0K | 0.06% | +15.1% |
| 4295 | HARBOUR INVESTMENT MANAGEMENT#4295 · 416 sh | 416 | $311.6K | 0.16% | 0.0% |
| 4296 | Richard Young Associates, Ltd.#4296 · 417 sh | 417 | $311.4K | 0.21% | New |
| 4297 | Bellars Harris Wealth Management#4297 · 417 sh | 417 | $311.4K | 0.06% | — |
| 4298 | Inman Jager Wealth Management#4298 · 414 sh | 414 | $309.2K | 0.16% | 0.0% |
| 4299 | Elevation Wealth Management#4299 · 413 sh | 413 | $309.0K | 0.23% | -2.8% |
| 4300 | Gleason Group#4300 · 414 sh | 414 | $308.9K | — | +0.2% |
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.