SPDR S&P 500 ETF TRUST (SPY) — Institutional Holders, Q2 2026 (page 5)
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 401 to 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 401–500 of 4,689
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Lavaca Capital#401 · 108,439 sh | 108,439 | $81.0M | 8.00% | -0.4% |
| 402 | NTV ASSET MANAGEMENT#402 · 108,042 sh | 108,042 | $80.7M | — | -0.9% |
| 403 | Keystone Financial Group#403 · 107,838 sh | 107,838 | $80.5M | 4.78% | -7.0% |
| 404 | INDEPENDENT FINANCIAL GROUP#404 · 107,744 sh | 107,744 | $80.5M | — | +36.1% |
| 405 | NATIXIS ADVISORS#405 · 107,421 sh | 107,421 | $80.2M | 0.09% | -4.5% |
| 406 | Bawa N Mallick#406 · 107,400 sh | 107,400 | $80.2M | 25.95% | 0.0% |
| 407 | FIRST HORIZON NATIONAL#407 · 107,081 sh | 107,081 | $80.0M | — | -0.3% |
| 408 | Canada Post Registered Pension Plan#408 · 106,914 sh | 106,914 | $79.8M | 2.78% | +8.6% |
| 409 | Azarias Capital Management, L.P.#409 · 106,461 sh | 106,461 | $79.5M | — | 0.0% |
| 410 | SILVERCREST ASSET MANAGEMENT GROUP#410 · 105,900 sh | 105,900 | $79.1M | 0.52% | +52.4% |
| 411 | WASHINGTON#411 · 104,729 sh | 104,729 | $78.2M | — | -47.2% |
| 412 | Alvarez & Marsal Private Wealth Partners#412 · 104,447 sh | 104,447 | $78.2M | 10.31% | 0.0% |
| 413 | Crewe Advisors#413 · 104,579 sh | 104,579 | $78.1M | 5.66% | +4.3% |
| 414 | Polar Asset Management Partners#414 · 104,280 sh | 104,280 | $77.9M | 1.28% | New |
| 415 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#415 · 103,930 sh | 103,930 | $77.6M | — | +7.8% |
| 416 | OMERS ADMINISTRATION#416 · 103,835 sh | 103,835 | $77.5M | 0.46% | 0.0% |
| 417 | NOVARE CAPITAL MANAGEMENT#417 · 103,742 sh | 103,742 | $77.5M | 5.50% | -0.7% |
| 418 | XP Advisory US#418 · 103,510 sh | 103,510 | $77.3M | 42.34% | — |
| 419 | Union Bankshares#419 · 103,358 sh | 103,358 | $77.2M | 1.29% | -11.0% |
| 420 | Capital Management Associates#420 · 103,045 sh | 103,045 | $77.0M | — | -0.6% |
| 421 | HARBOUR INVESTMENTS#421 · 102,680 sh | 102,680 | $76.7M | 1.03% | +5.6% |
| 422 | Dynasty Wealth Management#422 · 102,619 sh | 102,619 | $76.6M | 0.57% | +1.2% |
| 423 | Meridian Wealth Management#423 · 102,346 sh | 102,346 | $76.4M | 2.35% | +1.5% |
| 424 | NEW ENGLAND ASSET MANAGEMENT#424 · 101,954 sh | 101,954 | $76.1M | 8.82% | 0.0% |
| 425 | Fort Point Capital Partners#425 · 101,566 sh | 101,566 | $76.0M | 5.28% | +2.2% |
| 426 | Shepherd Financial Partners#426 · 101,597 sh | 101,597 | $75.9M | 6.23% | -0.1% |
| 427 | CAPSTONE INVESTMENT ADVISORS#427 · 101,328 sh | 101,328 | $75.7M | 0.07% | -82.9% |
| 428 | Retirement Planning Group#428 · 101,168 sh | 101,168 | $75.5M | — | +78.6% |
| 429 | CONNING#429 · 101,038 sh | 101,038 | $75.5M | 2.26% | -1.1% |
| 430 | Chevy Chase#430 · 100,799 sh | 100,799 | $75.3M | 0.19% | +2.3% |
| 431 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#431 · 100,795 sh | 100,795 | $75.3M | 0.06% | -14.6% |
| 432 | Global Retirement Partners#432 · 100,663 sh | 100,663 | $75.2M | 1.15% | — |
| 433 | CreativeOne Wealth#433 · 100,248 sh | 100,248 | $74.9M | 1.62% | -1.0% |
| 434 | Cable Car Capital#434 · 100,000 sh | 100,000 | $74.7M | 1.60% | New |
| 435 | 1832 Asset Management L.P.#435 · 99,829 sh | 99,829 | $74.5M | 0.04% | +71.9% |
| 436 | Ameritas Advisory Services#436 · 99,725 sh | 99,725 | $74.5M | 1.50% | +117.4% |
| 437 | Proficio Capital Partners#437 · 99,708 sh | 99,708 | $74.5M | 2.67% | +53.7% |
| 438 | Prospera Financial Services#438 · 99,549 sh | 99,549 | $74.4M | 1.08% | +6.9% |
| 439 | REGIONS FINANCIAL#439 · 99,076 sh | 99,076 | $74.0M | 0.44% | -4.1% |
| 440 | All Terrain Financial Advisors#440 · 98,649 sh | 98,649 | $73.7M | 11.99% | +4.2% |
| 441 | LGL PARTNERS#441 · 98,619 sh | 98,619 | $73.6M | 26.94% | +0.4% |
| 442 | Federation des caisses Desjardins du Quebec#442 · 98,500 sh | 98,500 | $73.6M | 0.22% | -0.9% |
| 443 | Black Swift Group#443 · 98,457 sh | 98,457 | $73.5M | 10.63% | +18.2% |
| 444 | OLD MISSION CAPITAL#444 · 98,160 sh | 98,160 | $73.3M | 1.16% | -81.2% |
| 445 | West Financial Advisors#445 · 97,397 sh | 97,397 | $72.7M | — | +0.5% |
| 446 | Fidelis Capital Partners#446 · 96,552 sh | 96,552 | $72.1M | 4.15% | +29.6% |
| 447 | D.A. DAVIDSON#447 · 96,396 sh | 96,396 | $72.0M | 0.40% | -5.0% |
| 448 | Performa Ltd (US)#448 · 96,297 sh | 96,297 | $71.9M | 11.60% | +18.1% |
| 449 | Modera Wealth Management#449 · 96,183 sh | 96,183 | $71.8M | 0.77% | +0.4% |
| 450 | QVT Financial#450 · 95,837 sh | 95,837 | $71.6M | 4.21% | +1940.8% |
| 451 | Arkadios Wealth Advisors#451 · 95,475 sh | 95,475 | $71.3M | 1.08% | +15.1% |
| 452 | Ayalon Insurance Comp Ltd.#452 · 94,540 sh | 94,540 | $70.7M | — | +73.2% |
| 453 | MATAURO#453 · 94,180 sh | 94,180 | $70.3M | 9.30% | +1.7% |
| 454 | Choate Investment Advisors#454 · 94,139 sh | 94,139 | $70.3M | 1.24% | +2.1% |
| 455 | Commonwealth Financial Services#455 · 94,048 sh | 94,048 | $70.2M | — | +22.4% |
| 456 | Cynosure Management#456 · 194,225 sh | 194,225 | $70.1M | 10.53% | -15.2% |
| 457 | Attessa Capital#457 · 93,729 sh | 93,729 | $70.0M | — | +6.3% |
| 458 | Banco BTG Pactual S.A.#458 · 93,600 sh | 93,600 | $69.9M | 5.90% | +33.7% |
| 459 | THOR TRADING ADVISORS#459 · 93,471 sh | 93,471 | $69.8M | 21.90% | -33.4% |
| 460 | CAPITAL ADVISORS#460 · 93,111 sh | 93,111 | $69.5M | 1.02% | +39.4% |
| 461 | Miracle Mile Advisors#461 · 92,545 sh | 92,545 | $69.1M | 0.81% | +30.8% |
| 462 | Integrated Advisors Network#462 · 92,353 sh | 92,353 | $69.0M | — | +3.5% |
| 463 | WELLINGTON MANAGEMENT GROUP LLP#463 · 92,121 sh | 92,121 | $68.8M | 0.01% | -31.2% |
| 464 | Westshore Wealth#464 · 91,690 sh | 91,690 | $68.5M | 21.26% | -0.7% |
| 465 | Holocene Advisors#465 · 90,987 sh | 90,987 | $67.9M | 0.15% | -3.3% |
| 466 | Perigon Wealth Management#466 · 90,727 sh | 90,727 | $67.8M | — | +0.3% |
| 467 | Summit Trail Advisors#467 · 90,708 sh | 90,708 | $67.7M | 0.85% | +1.0% |
| 468 | First Financial Bank - Division#468 · 89,927 sh | 89,927 | $67.2M | — | -1.4% |
| 469 | SAPIENT CAPITAL#469 · 89,403 sh | 89,403 | $66.9M | — | -4.3% |
| 470 | Granby Capital Management#470 · 89,500 sh | 89,500 | $66.8M | 34.87% | 0.0% |
| 471 | IFG Advisory#471 · 89,112 sh | 89,112 | $66.5M | 2.33% | New |
| 472 | KLINGENSTEIN FIELDS#472 · 88,856 sh | 88,856 | $66.4M | 2.32% | -3.9% |
| 473 | EXCHANGE TRADED CONCEPTS#473 · 88,156 sh | 88,156 | $65.8M | 0.30% | +449.5% |
| 474 | Cerity Partners Retirement Plan Advisors#474 · 88,678 sh | 88,678 | $65.7M | 27.45% | -0.4% |
| 475 | REICON WEALTH ADVISORS#475 · 87,915 sh | 87,915 | $65.7M | 40.45% | +1.2% |
| 476 | Legacy Wealth Management, / MS#476 · 87,441 sh | 87,441 | $65.3M | 16.76% | -0.3% |
| 477 | Wealthcare Advisory Partners#477 · 87,230 sh | 87,230 | $65.1M | — | -48.3% |
| 478 | Sowell Financial Services#478 · 86,438 sh | 86,438 | $64.5M | — | -2.3% |
| 479 | SJBENEN ADVISORY#479 · 86,012 sh | 86,012 | $64.2M | — | +37.3% |
| 480 | CenterStar Asset Management#480 · 85,734 sh | 85,734 | $64.1M | — | +211.3% |
| 481 | Parker Investment Management#481 · 85,475 sh | 85,475 | $63.8M | 4.87% | +944.0% |
| 482 | Apella Capital#482 · 85,001 sh | 85,001 | $63.6M | — | -3.0% |
| 483 | KINGSWOOD WEALTH ADVISORS#483 · 84,867 sh | 84,867 | $63.4M | — | +2.3% |
| 484 | 4Thought Financial Group#484 · 84,481 sh | 84,481 | $63.1M | 29.65% | -5.9% |
| 485 | Merit Financial Group#485 · 84,047 sh | 84,047 | $62.8M | 0.38% | +5.9% |
| 486 | AUA CAPITAL MANAGEMENT#486 · 83,848 sh | 83,848 | $62.6M | — | -0.5% |
| 487 | Northwest & Ethical Investments L.P.#487 · 83,830 sh | 83,830 | $62.6M | 1.46% | +5.4% |
| 488 | Vanguard National#488 · 83,793 sh | 83,793 | $62.6M | 3.41% | -3.7% |
| 489 | Wilmington Savings Fund Society, FSB#489 · 83,507 sh | 83,507 | $62.4M | — | +4.3% |
| 490 | CUMBERLAND ADVISORS#490 · 83,393 sh | 83,393 | $62.3M | 21.94% | -7.3% |
| 491 | Chicago Partners Investment Group#491 · 84,325 sh | 84,325 | $62.2M | — | +7.9% |
| 492 | Lazard Freres Gestion S.A.S.#492 · 82,908 sh | 82,908 | $61.9M | 1.07% | +16.7% |
| 493 | McAlister, Sweet & Associates#493 · 82,741 sh | 82,741 | $61.8M | — | +12.1% |
| 494 | SNS Financial Group#494 · 82,644 sh | 82,644 | $61.7M | 1.19% | +33.7% |
| 495 | Dean, Jacobson Financial Services#495 · 82,128 sh | 82,128 | $61.3M | 33.75% | -0.6% |
| 496 | Waldron Private Wealth#496 · 82,041 sh | 82,041 | $61.3M | 2.12% | -2.0% |
| 497 | Nicholas Hoffman & Company#497 · 81,884 sh | 81,884 | $61.1M | 1.29% | -0.3% |
| 498 | LM Advisors#498 · 325,178 sh | 325,178 | $61.1M | 7.05% | +522.6% |
| 499 | IHT Wealth Management#499 · 81,635 sh | 81,635 | $61.0M | 1.30% | +2.8% |
| 500 | Laird Norton Wetherby Company#500 · 81,364 sh | 81,364 | $60.9M | 1.17% | -0.3% |
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.