SPDR S&P 500 ETF TRUST (SPY) — Institutional Holders, Q2 2026 (page 44)
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 4,301 to 4,400. 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 4,301–4,400 of 4,689
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 4301 | Van Diest Capital#4301 · 413 sh | 413 | $308.6K | 0.28% | -7.6% |
| 4302 | Northwest Financial Advisors#4302 · 413 sh | 413 | $308.5K | — | +0.2% |
| 4303 | Mystic Asset Management#4303 · 413 sh | 413 | $308.4K | — | 0.0% |
| 4304 | PFS Partners#4304 · 412 sh | 412 | $307.7K | — | 0.0% |
| 4305 | Skyline Advisors#4305 · 412 sh | 412 | $307.7K | 0.10% | -7.4% |
| 4306 | Blue Water Asset Management#4306 · 411 sh | 411 | $307.0K | 0.10% | +0.2% |
| 4307 | 6th Street Advisors#4307 · 410 sh | 410 | $307.0K | — | 0.0% |
| 4308 | Prodigy Asset Management#4308 · 411 sh | 411 | $306.9K | 0.09% | 0.0% |
| 4309 | Godfrey Financial Associates#4309 · 410 sh | 410 | $306.2K | 0.23% | 0.0% |
| 4310 | Pacific Point Advisors#4310 · 409 sh | 409 | $305.4K | 0.14% | -31.1% |
| 4311 | Heritage Family Offices, LLP#4311 · 407 sh | 407 | $303.9K | 0.12% | -4.0% |
| 4312 | Pacific Excel Wealth Advisors#4312 · 407 sh | 407 | $303.9K | 0.12% | -43.9% |
| 4313 | Leelyn Smith#4313 · 406 sh | 406 | $303.2K | 0.04% | 0.0% |
| 4314 | LFG Wealth Partners#4314 · 406 sh | 406 | $303.2K | 0.14% | New |
| 4315 | Carroll Advisory Group#4315 · 406 sh | 406 | $303.2K | — | 0.0% |
| 4316 | DF DENT#4316 · 406 sh | 406 | $303.2K | <0.01% | 0.0% |
| 4317 | Biltmore Wealth Management#4317 · 405 sh | 405 | $302.4K | — | +5.7% |
| 4318 | DURANTE & WATERS#4318 · 405 sh | 405 | $302.4K | 0.20% | 0.0% |
| 4319 | Cedar Mountain Advisors#4319 · 404 sh | 404 | $301.9K | — | +99.0% |
| 4320 | WBI INVESTMENTS#4320 · 403 sh | 403 | $301.1K | 0.07% | +5.2% |
| 4321 | Avalon Advisory Group#4321 · 403 sh | 403 | $300.9K | — | 0.0% |
| 4322 | Everstar Asset Management#4322 · 400 sh | 400 | $298.7K | 0.14% | +6.1% |
| 4323 | DMKC Advisory Services#4323 · 399 sh | 399 | $298.2K | 0.06% | +0.3% |
| 4324 | Town Capital#4324 · 398 sh | 398 | $297.2K | 0.19% | 0.0% |
| 4325 | Fulcrum Equity Management#4325 · 398 sh | 398 | $297.1K | — | New |
| 4326 | DWR WEALTH MANAGEMENT#4326 · 400 sh | 400 | $296.6K | — | +0.3% |
| 4327 | TD Capital Management#4327 · 394 sh | 394 | $293.9K | 0.02% | -64.3% |
| 4328 | Murphy Pohlad Asset Management#4328 · 392 sh | 392 | $292.7K | — | 0.0% |
| 4329 | PECAUT#4329 · 390 sh | 390 | $291.5K | 0.09% | +0.3% |
| 4330 | Axos Invest#4330 · 390 sh | 390 | $291.3K | — | -9.3% |
| 4331 | Thomas J. Herzfeld Advisors#4331 · 390 sh | 390 | $291.2K | 0.09% | 0.0% |
| 4332 | DRAVO BAY#4332 · 389 sh | 389 | $290.5K | 0.10% | 0.0% |
| 4333 | Leading Edge Financial Planning#4333 · 389 sh | 389 | $290.2K | — | -2.0% |
| 4334 | Hilton Head Capital Partners#4334 · 388 sh | 388 | $289.9K | — | 0.0% |
| 4335 | Integrated Capital Management#4335 · 388 sh | 388 | $289.8K | — | -15.3% |
| 4336 | Columbus Macro#4336 · 387 sh | 387 | $289.1K | — | +0.3% |
| 4337 | RIVER'S EDGE WEALTH MANAGEMENT#4337 · 383 sh | 383 | $289.1K | — | +0.3% |
| 4338 | DUTCH ASSET#4338 · 385 sh | 385 | $287.5K | — | +0.3% |
| 4339 | Red Mountain Financial#4339 · 385 sh | 385 | $287.5K | 0.24% | -14.8% |
| 4340 | Stone House Investment Management#4340 · 384 sh | 384 | $286.8K | — | -0.3% |
| 4341 | First Bank#4341 · 384 sh | 384 | $286.8K | — | 0.0% |
| 4342 | Walsh & Associates#4342 · 383 sh | 383 | $286.0K | 0.23% | 0.0% |
| 4343 | Disciplined Equity Management#4343 · 382 sh | 382 | $285.3K | — | 0.0% |
| 4344 | Beck Bode#4344 · 382 sh | 382 | $285.0K | 0.04% | -1.5% |
| 4345 | BetterWealth#4345 · 381 sh | 381 | $284.5K | — | 0.0% |
| 4346 | RiverTree Advisors#4346 · 380 sh | 380 | $283.8K | — | -1.0% |
| 4347 | Fischer Financial Services#4347 · 380 sh | 380 | $283.7K | 0.07% | New |
| 4348 | Keystone Financial Services#4348 · 378 sh | 378 | $282.1K | 0.17% | +0.3% |
| 4349 | Synergy Financial Group, LTD#4349 · 378 sh | 378 | $282.0K | 0.20% | 0.0% |
| 4350 | LongView Wealth Management#4350 · 377 sh | 377 | $281.8K | — | 0.0% |
| 4351 | Burns Matteson Capital Management#4351 · 376 sh | 376 | $280.9K | — | 0.0% |
| 4352 | Meadowbrook Advisors Group#4352 · 376 sh | 376 | $280.8K | 0.15% | -0.8% |
| 4353 | Benchmark Investment Advisors#4353 · 376 sh | 376 | $280.8K | 0.12% | -0.3% |
| 4354 | Wealth Advisory Team#4354 · 375 sh | 375 | $280.8K | 0.23% | — |
| 4355 | Keener Financial Planning#4355 · 374 sh | 374 | $279.0K | 0.10% | 0.0% |
| 4356 | GREENWOOD CAPITAL ASSOCIATES#4356 · 373 sh | 373 | $278.5K | — | -42.8% |
| 4357 | Inlet Private Wealth#4357 · 373 sh | 373 | $278.5K | — | -1.1% |
| 4358 | EnRich Financial Partners#4358 · 373 sh | 373 | $278.5K | — | -15.2% |
| 4359 | Alpha Advisors#4359 · 372 sh | 372 | $277.8K | — | 0.0% |
| 4360 | Stonebridge Financial Group, / MO#4360 · 371 sh | 371 | $277.3K | 0.18% | -0.3% |
| 4361 | PENN DAVIS MCFARLAND#4361 · 370 sh | 370 | $276.5K | — | -36.5% |
| 4362 | CAPSTONE CAPITAL WEALTH ADVISORS#4362 · 370 sh | 370 | $276.3K | — | 0.0% |
| 4363 | ARVEST INVESTMENTS#4363 · 370 sh | 370 | $276.3K | — | 0.0% |
| 4364 | COERENTE CAPITAL MANAGEMENT#4364 · 370 sh | 370 | $276.3K | 0.05% | -10.8% |
| 4365 | Koesten, Hirschmann & Crabtree#4365 · 368 sh | 368 | $275.1K | — | -9.8% |
| 4366 | LOUISBOURG INVESTMENTS#4366 · 368 sh | 368 | $274.8K | — | -15.4% |
| 4367 | SBI Okasan Asset Management Ltd.#4367 · 370 sh | 370 | $274.2K | <0.01% | 0.0% |
| 4368 | Avion Wealth#4368 · 367 sh | 367 | $274.0K | 0.05% | +0.8% |
| 4369 | Fusion Capital#4369 · 367 sh | 367 | $273.7K | 0.06% | +2.2% |
| 4370 | Keyes, Stange & Wooten Wealth Management#4370 · 366 sh | 366 | $273.3K | 0.11% | 0.0% |
| 4371 | DAVIS-REA LTD.#4371 · 365 sh | 365 | $273.3K | — | New |
| 4372 | Peak Financial Management#4372 · 365 sh | 365 | $273.1K | — | -4.5% |
| 4373 | ENCOMPASS WEALTH ADVISORS#4373 · 365 sh | 365 | $272.7K | — | -10.8% |
| 4374 | Northstar Financial Companies#4374 · 365 sh | 365 | $272.3K | 0.18% | +3.1% |
| 4375 | SCHMIDT P J INVESTMENT MANAGEMENT#4375 · 364 sh | 364 | $271.8K | 0.04% | +0.3% |
| 4376 | ProCore Advisors#4376 · 364 sh | 364 | $271.8K | — | +2.8% |
| 4377 | Severin Investments#4377 · 364 sh | 364 | $271.7K | 0.20% | New |
| 4378 | Madson Wealth Advisors#4378 · 362 sh | 362 | $270.4K | — | -11.9% |
| 4379 | Buska Wealth Management#4379 · 362 sh | 362 | $270.0K | — | +0.3% |
| 4380 | Evergreen Wealth Partners#4380 · 360 sh | 360 | $268.9K | 0.16% | -0.3% |
| 4381 | January Capital Advisors#4381 · 359 sh | 359 | $268.7K | 0.22% | 0.0% |
| 4382 | FIRETHORN WEALTH PARTNERS#4382 · 358 sh | 358 | $267.6K | — | New |
| 4383 | Bay Harbor Wealth Management#4383 · 357 sh | 357 | $266.9K | 0.06% | 0.0% |
| 4384 | COREPATH WEALTH PARTNERS#4384 · 358 sh | 358 | $266.7K | — | -27.1% |
| 4385 | CONSULTIVA WEALTH MANAGEMENT#4385 · 355 sh | 355 | $265.1K | 0.60% | 0.0% |
| 4386 | PRING TURNER CAPITAL GROUP#4386 · 344 sh | 344 | $264.4K | 0.15% | -22.5% |
| 4387 | Sound Financial Strategies Group#4387 · 354 sh | 354 | $264.4K | 0.17% | -5.3% |
| 4388 | TrustWell Financial Advisors#4388 · 354 sh | 354 | $264.4K | — | 0.0% |
| 4389 | Jeter Robert S II#4389 · 350 sh | 350 | $264.1K | — | 0.0% |
| 4390 | Hyperion Capital Advisors#4390 · 352 sh | 352 | $262.9K | 0.12% | 0.0% |
| 4391 | Principia Wealth Advisory#4391 · 351 sh | 351 | $262.1K | 0.13% | 0.0% |
| 4392 | Seven Springs Wealth Group#4392 · 350 sh | 350 | $261.4K | 0.06% | 0.0% |
| 4393 | Boyer Financial Services#4393 · 350 sh | 350 | $260.7K | — | 0.0% |
| 4394 | DAVIDSON INVESTMENT ADVISORS#4394 · 349 sh | 349 | $260.6K | — | -19.6% |
| 4395 | Alapocas Investment Partners#4395 · 348 sh | 348 | $259.9K | 0.25% | 0.0% |
| 4396 | NORTHSTAR ASSET MANAGEMENT#4396 · 347 sh | 347 | $259.1K | 0.08% | 0.0% |
| 4397 | DLK Investment Management#4397 · 476 sh | 476 | $259.0K | — | New |
| 4398 | Scarborough Advisors#4398 · 349 sh | 349 | $258.8K | — | +15.9% |
| 4399 | Transamerica Financial Advisors#4399 · 345 sh | 345 | $258.5K | 0.02% | +245.0% |
| 4400 | Northern Lights Advisors#4400 · 345 sh | 345 | $257.7K | — | New |
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.