SPDR S&P 500 ETF TRUST (SPY) — Institutional Holders, Q2 2026 (page 45)
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 4,401 to 4,500. 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 4,401–4,500 of 4,689
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 4401 | Phocas Financial#4401 · 345 sh | 345 | $257.6K | 0.04% | 0.0% |
| 4402 | MKD WEALTH COACHES#4402 · 345 sh | 345 | $257.6K | — | New |
| 4403 | TFB Advisors#4403 · 344 sh | 344 | $256.9K | 0.11% | -30.8% |
| 4404 | Boyce & Associates Wealth Consulting#4404 · 344 sh | 344 | $256.9K | — | +0.3% |
| 4405 | OxenFree Capital#4405 · 344 sh | 344 | $256.9K | — | +0.3% |
| 4406 | Capital Square#4406 · 339 sh | 339 | $256.6K | — | 0.0% |
| 4407 | Sterling Wealth Management#4407 · 343 sh | 343 | $256.1K | — | +6.5% |
| 4408 | Wayfinding Financial#4408 · 341 sh | 341 | $255.0K | 0.10% | 0.0% |
| 4409 | Pandowealth.#4409 · 341 sh | 341 | $254.9K | 0.21% | 0.0% |
| 4410 | Guilbault Capital#4410 · 341 sh | 341 | $254.6K | 0.26% | 0.0% |
| 4411 | TECTONIC ADVISORS#4411 · 340 sh | 340 | $254.2K | — | +7.3% |
| 4412 | Roberts Financial#4412 · 340 sh | 340 | $254.0K | — | 0.0% |
| 4413 | HFG Advisors#4413 · 340 sh | 340 | $253.9K | 0.16% | 0.0% |
| 4414 | U S WEALTH GROUP#4414 · 340 sh | 340 | $253.9K | 0.15% | -97.3% |
| 4415 | Centerpoint Advisory Group#4415 · 339 sh | 339 | $253.2K | — | 0.0% |
| 4416 | Inlight Wealth Management#4416 · 339 sh | 339 | $252.8K | — | New |
| 4417 | SATOVSKY ASSET MANAGEMENT#4417 · 338 sh | 338 | $252.7K | 0.04% | -5.6% |
| 4418 | Flagstone Financial Management#4418 · 337 sh | 337 | $252.0K | 0.06% | 0.0% |
| 4419 | Spectrum Financial Alliance Ltd#4419 · 337 sh | 337 | $251.8K | 0.04% | 0.0% |
| 4420 | Ocean Capital Management#4420 · 337 sh | 337 | $251.6K | 0.05% | 0.0% |
| 4421 | OGOREK ANTHONY JOSEPH /NY#4421 · 336 sh | 336 | $251.0K | 0.06% | +0.9% |
| 4422 | Endowment Wealth Management#4422 · 336 sh | 336 | $250.9K | 0.10% | New |
| 4423 | FIRST NATIONAL BANK & OF NEWTOWN#4423 · 335 sh | 335 | $250.3K | 0.05% | 0.0% |
| 4424 | WealthTrak Capital Management#4424 · 335 sh | 335 | $250.2K | 0.16% | +0.9% |
| 4425 | Harbor Asset Planning#4425 · 335 sh | 335 | $249.6K | — | -10.9% |
| 4426 | Alliance Wealth Advisors#4426 · 334 sh | 334 | $249.4K | 0.05% | 0.0% |
| 4427 | Clifford Group#4427 · 333 sh | 333 | $248.7K | 0.17% | -14.4% |
| 4428 | LIFELONG WEALTH ADVISORS#4428 · 332 sh | 332 | $247.9K | — | 0.0% |
| 4429 | PACIFIC SUN FINANCIAL#4429 · 331 sh | 331 | $247.8K | 0.10% | +4.4% |
| 4430 | Envision Financial Transparency#4430 · 453 sh | 453 | $247.2K | 0.21% | +35.6% |
| 4431 | Next Level Wealth Planning#4431 · 329 sh | 329 | $245.7K | 0.11% | +6.5% |
| 4432 | CLARIS ADVISORS, / MO#4432 · 328 sh | 328 | $244.9K | 0.06% | 0.0% |
| 4433 | Purewater Capital#4433 · 328 sh | 328 | $244.9K | — | 0.0% |
| 4434 | BETO FINANCIAL GROUP#4434 · 329 sh | 329 | $244.1K | 0.13% | +1.2% |
| 4435 | ANDREWS, LUCIA WEALTH MANAGEMENT#4435 · 327 sh | 327 | $243.9K | 0.13% | New |
| 4436 | FMB WEALTH MANAGEMENT#4436 · 326 sh | 326 | $243.4K | 0.09% | -7.1% |
| 4437 | Generali Investments Towarzystwo Funduszy Inwestycyjnych#4437 · 1,200 sh | 1,200 | $243.1K | 0.10% | New |
| 4438 | Rye Brook Capital#4438 · 325 sh | 325 | $243.0K | — | New |
| 4439 | Brookmont Capital Management#4439 · 325 sh | 325 | $242.7K | — | 0.0% |
| 4440 | Altman Advisors#4440 · 325 sh | 325 | $242.7K | 0.09% | New |
| 4441 | Tradewinds Capital Management#4441 · 323 sh | 323 | $241.3K | — | +34.0% |
| 4442 | Sound Portfolio Advisors#4442 · 323 sh | 323 | $241.2K | 0.17% | 0.0% |
| 4443 | PANORAMIC INVESTMENT ADVISORS#4443 · 322 sh | 322 | $240.5K | 0.12% | New |
| 4444 | Fortune Financial Group#4444 · 322 sh | 322 | $240.5K | — | New |
| 4445 | OneAscent Wealth Management#4445 · 320 sh | 320 | $239.0K | 0.07% | New |
| 4446 | OAK FAMILY ADVISORS#4446 · 320 sh | 320 | $239.0K | — | 0.0% |
| 4447 | GREATMARK INVESTMENT PARTNERS#4447 · 319 sh | 319 | $238.2K | 0.03% | -1.5% |
| 4448 | BRIDGE GENERATIONS WEALTH MANAGEMENT#4448 · 319 sh | 319 | $238.1K | 0.12% | New |
| 4449 | KRAEMATON INVESTMENT ADVISORS#4449 · 319 sh | 319 | $238.0K | 0.18% | 0.0% |
| 4450 | MIRAMONTES CAPITAL#4450 · 318 sh | 318 | $237.8K | — | 0.0% |
| 4451 | LANE BROTHERS &#4451 · 318 sh | 318 | $237.8K | 0.16% | -26.6% |
| 4452 | Oakwell Private Wealth Management#4452 · 318 sh | 318 | $237.8K | 0.04% | 0.0% |
| 4453 | FSR Wealth Management Ltd.#4453 · 318 sh | 318 | $237.5K | 0.27% | New |
| 4454 | Broadview Financial Management#4454 · 318 sh | 318 | $237.3K | 0.14% | +0.3% |
| 4455 | Provident Wealth Management#4455 · 317 sh | 317 | $236.7K | — | 0.0% |
| 4456 | BLALOCK WILLIAMS#4456 · 317 sh | 317 | $236.7K | 0.15% | -0.6% |
| 4457 | RCW Management#4457 · 317 sh | 317 | $236.7K | 0.21% | 0.0% |
| 4458 | Cornerstone Select Advisors#4458 · 316 sh | 316 | $236.3K | 0.10% | 0.0% |
| 4459 | Compass Wealth Management#4459 · 316 sh | 316 | $236.0K | 0.09% | +0.3% |
| 4460 | TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA#4460 · 315 sh | 315 | $235.2K | 0.26% | 0.0% |
| 4461 | MORGAN DEMPSEY CAPITAL MANAGEMENT#4461 · 314 sh | 314 | $235.2K | 0.10% | 0.0% |
| 4462 | Owen LaRue#4462 · 315 sh | 315 | $235.1K | 0.08% | +0.3% |
| 4463 | Goodman Advisory Group#4463 · 314 sh | 314 | $234.5K | 0.05% | +23.6% |
| 4464 | Barnes Dennig Private Wealth Management#4464 · 314 sh | 314 | $234.5K | 0.19% | 0.0% |
| 4465 | Whelan Financial#4465 · 313 sh | 313 | $234.1K | 0.06% | 0.0% |
| 4466 | Ipswich Investment Management#4466 · 312 sh | 312 | $233.0K | — | -11.4% |
| 4467 | Portfolio Resources Advisor Group#4467 · 311 sh | 311 | $232.8K | — | -56.9% |
| 4468 | KilterHowling#4468 · 311 sh | 311 | $232.4K | 0.10% | 0.0% |
| 4469 | ETF Store#4469 · 311 sh | 311 | $232.4K | — | 0.0% |
| 4470 | Sagewood Asset Management#4470 · 310 sh | 310 | $231.5K | 0.05% | New |
| 4471 | Drake & Associates#4471 · 309 sh | 309 | $230.8K | 0.04% | -4.0% |
| 4472 | TSA Wealth Managment#4472 · 309 sh | 309 | $230.8K | — | -4.3% |
| 4473 | Meridian Financial Partners#4473 · 305 sh | 305 | $230.2K | — | -1.9% |
| 4474 | Maltin Wealth Management#4474 · 308 sh | 308 | $230.1K | — | -5.5% |
| 4475 | Mosley Wealth Management#4475 · 308 sh | 308 | $229.6K | — | -76.3% |
| 4476 | Cadence Wealth Management#4476 · 307 sh | 307 | $229.4K | 0.10% | New |
| 4477 | New World Advisors#4477 · 307 sh | 307 | $229.3K | 0.04% | New |
| 4478 | Financial Freedom#4478 · 307 sh | 307 | $229.0K | 0.11% | +0.3% |
| 4479 | Applied Capital#4479 · 306 sh | 306 | $228.6K | 0.07% | -8.9% |
| 4480 | Harold Davidson & Associates#4480 · 305 sh | 305 | $227.9K | 0.10% | -30.0% |
| 4481 | Friday Financial#4481 · 302 sh | 302 | $225.8K | — | New |
| 4482 | Vann Equity Management#4482 · 301 sh | 301 | $225.0K | — | New |
| 4483 | SPG ADVISORS#4483 · 301 sh | 301 | $224.9K | 4.05% | New |
| 4484 | Aspen Wealth Strategies#4484 · 301 sh | 301 | $224.8K | 0.11% | New |
| 4485 | JDH Wealth Management#4485 · 300 sh | 300 | $224.1K | — | New |
| 4486 | HFR Wealth Management#4486 · 300 sh | 300 | $224.0K | 0.05% | New |
| 4487 | Broadhurst Jeffrey B#4487 · 300 sh | 300 | $224.0K | 0.48% | -11.5% |
| 4488 | DEMMING FINANCIAL SERVICES#4488 · 300 sh | 300 | $224.0K | 0.14% | New |
| 4489 | Henson-Edgewater Management#4489 · 288 sh | 288 | $222.8K | 0.12% | New |
| 4490 | Planning Strategies#4490 · 298 sh | 298 | $222.5K | — | — |
| 4491 | Layline Advisors#4491 · 298 sh | 298 | $222.4K | 0.20% | New |
| 4492 | O'Connor Financial Group#4492 · 297 sh | 297 | $222.1K | — | New |
| 4493 | COMMUNITY & INVESTMENT#4493 · 297 sh | 297 | $221.8K | — | New |
| 4494 | Greenland Capital Management#4494 · 297 sh | 297 | $221.8K | 0.03% | New |
| 4495 | CONQUIS FINANCIAL#4495 · 297 sh | 297 | $221.8K | 0.18% | +1.0% |
| 4496 | RM Financial Services#4496 · 296 sh | 296 | $221.0K | 0.16% | New |
| 4497 | Prosperity Advisers#4497 · 295 sh | 295 | $221.0K | 0.16% | New |
| 4498 | CHELSEA COUNSEL#4498 · 295 sh | 295 | $220.9K | 0.09% | -3.3% |
| 4499 | PUFF WEALTH MANAGEMENT#4499 · 293 sh | 293 | $219.1K | — | — |
| 4500 | Citizens National Bank Department#4500 · 293 sh | 293 | $218.8K | 0.03% | 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.