SPDR S&P 500 ETF TRUST (SPY) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 4,689
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Lifestyle Asset Management#501 · 81,416 sh | 81,416 | $60.8M | — | +30.2% |
| 502 | Vise Technologies#502 · 81,346 sh | 81,346 | $60.7M | 0.69% | +154.8% |
| 503 | EDMOND DE ROTHSCHILD HOLDING S.A.#503 · 80,887 sh | 80,887 | $60.4M | 0.80% | -2.0% |
| 504 | Unifi Asset Management#504 · 80,674 sh | 80,674 | $60.2M | 23.96% | -23.1% |
| 505 | Sigma Planning#505 · 80,585 sh | 80,585 | $60.2M | — | -6.3% |
| 506 | BECKER CAPITAL MANAGEMENT#506 · 80,324 sh | 80,324 | $60.1M | 1.62% | -1.4% |
| 507 | King Wealth Management Group#507 · 80,417 sh | 80,417 | $60.1M | 6.57% | -1.0% |
| 508 | POTENTIA WEALTH#508 · 80,224 sh | 80,224 | $59.9M | 24.53% | -5.6% |
| 509 | Caprock Group#509 · 79,972 sh | 79,972 | $59.9M | 1.15% | +3.1% |
| 510 | LuminArx Capital Management#510 · 80,000 sh | 80,000 | $59.7M | 26.62% | +255.6% |
| 511 | SIGNATUREFD#511 · 79,699 sh | 79,699 | $59.5M | — | +2.6% |
| 512 | Aspen Grove Capital#512 · 79,367 sh | 79,367 | $59.3M | 8.54% | +0.1% |
| 513 | PRAIRIE ADVISORY#513 · 79,367 sh | 79,367 | $59.3M | — | — |
| 514 | Generali Investments CEE, investicni spolecnost, a.s.#514 · 79,130 sh | 79,130 | $59.1M | — | 0.0% |
| 515 | FIRST NATIONAL#515 · 78,989 sh | 78,989 | $59.0M | 2.00% | +1.2% |
| 516 | HENGEHOLD CAPITAL MANAGEMENT#516 · 78,058 sh | 78,058 | $58.3M | — | +5.1% |
| 517 | Advisor Resource Council#517 · 77,643 sh | 77,643 | $58.2M | 16.41% | +1.3% |
| 518 | WESTWOOD GROUP#518 · 77,766 sh | 77,766 | $58.1M | 0.44% | +52.1% |
| 519 | Seal Cove Capital#519 · 77,627 sh | 77,627 | $58.0M | 44.44% | -1.1% |
| 520 | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY#520 · 200,652 sh | 200,652 | $57.8M | 31.95% | +580.0% |
| 521 | Valor Advisors#521 · 77,076 sh | 77,076 | $57.6M | 42.43% | -4.1% |
| 522 | FLPUTNAM INVESTMENT MANAGEMENT#522 · 76,886 sh | 76,886 | $57.4M | 0.68% | +0.1% |
| 523 | IFP Advisors#523 · 76,832 sh | 76,832 | $57.4M | — | -13.4% |
| 524 | KALEIDOSCOPE CAPITAL#524 · 76,754 sh | 76,754 | $57.3M | 21.18% | +0.3% |
| 525 | Galilei Investment Office LLP#525 · 76,730 sh | 76,730 | $57.3M | 26.29% | 0.0% |
| 526 | MARINER INVESTMENT GROUP#526 · 76,475 sh | 76,475 | $57.1M | 11.12% | New |
| 527 | GREAT VALLEY ADVISOR GROUP#527 · 76,464 sh | 76,464 | $57.1M | 0.90% | +5.6% |
| 528 | OPPENHEIMER ASSET MANAGEMENT#528 · 75,845 sh | 75,845 | $56.6M | — | -2.5% |
| 529 | Arvest Bank Division#529 · 75,238 sh | 75,238 | $56.2M | 2.74% | -3.6% |
| 530 | Rathbones Group PLC#530 · 74,464 sh | 74,464 | $55.6M | 0.20% | +0.4% |
| 531 | VestGen Advisors#531 · 74,123 sh | 74,123 | $55.4M | 1.61% | -15.3% |
| 532 | Hobart Private Capital#532 · 74,119 sh | 74,119 | $55.3M | — | +47.1% |
| 533 | Mount Yale Investment Advisors#533 · 73,906 sh | 73,906 | $55.3M | 1.02% | New |
| 534 | Arkos Global Advisors#534 · 73,993 sh | 73,993 | $55.3M | 6.54% | -0.4% |
| 535 | Gladstone Institutional Advisory#535 · 73,288 sh | 73,288 | $54.7M | 1.73% | -1.0% |
| 536 | Limestone Investment Advisors#536 · 73,026 sh | 73,026 | $54.5M | 4.05% | +645.2% |
| 537 | Union Bancaire Privee, UBP SA#537 · 71,685 sh | 71,685 | $54.5M | 0.60% | +3.9% |
| 538 | Systematic Alpha Investments#538 · 72,970 sh | 72,970 | $54.5M | 1.46% | 0.0% |
| 539 | IPG Investment Advisors#539 · 72,944 sh | 72,944 | $54.5M | 7.83% | +0.6% |
| 540 | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD#540 · 72,645 sh | 72,645 | $54.4M | 6.72% | +17.4% |
| 541 | Addison Capital#541 · 72,741 sh | 72,741 | $54.3M | 8.90% | +3.6% |
| 542 | Frank, Rimerman Advisors#542 · 72,620 sh | 72,620 | $54.2M | — | -0.9% |
| 543 | Midwest Professional Planners, LTD.#543 · 72,460 sh | 72,460 | $54.1M | 10.60% | +6.8% |
| 544 | ELEMENT POINTE ADVISORS#544 · 72,251 sh | 72,251 | $54.0M | — | 0.0% |
| 545 | MISSION WEALTH MANAGEMENT#545 · 72,160 sh | 72,160 | $53.9M | — | +28.2% |
| 546 | FLAGSHIP HARBOR ADVISORS#546 · 71,935 sh | 71,935 | $53.7M | — | +3.8% |
| 547 | Robertson Stephens Wealth Management#547 · 71,366 sh | 71,366 | $53.4M | — | -0.7% |
| 548 | Financial Solutions Advisory Group#548 · 71,068 sh | 71,068 | $53.4M | 6.75% | -2.1% |
| 549 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.#549 · 71,473 sh | 71,473 | $53.4M | 4.61% | +80.6% |
| 550 | GEORGE KAISER FAMILY FOUNDATION#550 · 71,473 sh | 71,473 | $53.4M | 5.13% | +80.6% |
| 551 | Golden State Wealth Management#551 · 71,388 sh | 71,388 | $53.3M | 4.86% | -0.4% |
| 552 | Purpose Unlimited#552 · 71,256 sh | 71,256 | $53.2M | 2.03% | -0.6% |
| 553 | STOCK YARDS BANK#553 · 71,199 sh | 71,199 | $53.2M | 1.52% | -21.0% |
| 554 | MSA Advisors#554 · 70,798 sh | 70,798 | $52.9M | 13.61% | -7.7% |
| 555 | Vestmark Advisory Solutions#555 · 70,602 sh | 70,602 | $52.7M | 0.50% | -6.9% |
| 556 | Tyche Wealth Partners#556 · 70,359 sh | 70,359 | $52.5M | 7.38% | +4.6% |
| 557 | Schonfeld Strategic Advisors#557 · 70,040 sh | 70,040 | $52.3M | 0.19% | -78.5% |
| 558 | Archon Partners#558 · 70,000 sh | 70,000 | $52.3M | — | 0.0% |
| 559 | Seven Post Investment Office#559 · 69,908 sh | 69,908 | $52.2M | — | +0.1% |
| 560 | Greenhouse Wealth Management#560 · 69,963 sh | 69,963 | $52.2M | — | -20.5% |
| 561 | 71 West Capital Partners#561 · 69,822 sh | 69,822 | $52.1M | 1.80% | +21.0% |
| 562 | FIFTH THIRD SECURITIES#562 · 69,443 sh | 69,443 | $51.9M | — | -7.0% |
| 563 | Kera Capital Partners#563 · 69,318 sh | 69,318 | $51.8M | 4.97% | +3.4% |
| 564 | Allie Family Office#564 · 207,400 sh | 207,400 | $51.6M | 19.09% | +189.5% |
| 565 | Simmons Bank#565 · 68,823 sh | 68,823 | $51.4M | 2.93% | -3.9% |
| 566 | Clear Harbor Asset Management#566 · 68,749 sh | 68,749 | $51.3M | 3.16% | +0.4% |
| 567 | Socha Financial Group#567 · 68,726 sh | 68,726 | $51.3M | 20.87% | +2.6% |
| 568 | Embree Financial Group#568 · 67,952 sh | 67,952 | $50.7M | — | -8.1% |
| 569 | Bleichroeder#569 · 67,645 sh | 67,645 | $50.5M | 9.04% | 0.0% |
| 570 | SCHARF INVESTMENTS#570 · 67,398 sh | 67,398 | $50.3M | 1.66% | -20.0% |
| 571 | Crestwood Advisors Group#571 · 67,367 sh | 67,367 | $50.3M | 0.75% | +9.5% |
| 572 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#572 · 67,061 sh | 67,061 | $50.1M | 0.02% | -34.8% |
| 573 | World Investment Advisors#573 · 74,539 sh | 74,539 | $49.9M | 0.83% | -2.7% |
| 574 | Inscription Capital#574 · 66,785 sh | 66,785 | $49.9M | 4.42% | +0.4% |
| 575 | Financial Services Advisory#575 · 66,632 sh | 66,632 | $49.8M | — | +48.0% |
| 576 | BENJAMIN EDWARDS#576 · 66,463 sh | 66,463 | $49.6M | 0.45% | -0.8% |
| 577 | Wallace Hart#577 · 66,258 sh | 66,258 | $49.5M | 30.92% | +4.0% |
| 578 | Verger Capital Management#578 · 66,221 sh | 66,221 | $49.5M | — | -1.0% |
| 579 | Pitcairn Wealth Advisors#579 · 66,043 sh | 66,043 | $49.3M | 5.40% | -0.2% |
| 580 | Thoma Capital Management#580 · 65,874 sh | 65,874 | $49.2M | — | +0.5% |
| 581 | Lutz Financial Services#581 · 65,867 sh | 65,867 | $49.2M | 3.00% | -0.5% |
| 582 | WASHINGTON GROWTH STRATEGIES#582 · 65,588 sh | 65,588 | $49.0M | — | -0.3% |
| 583 | Seven Bridges Advisors#583 · 65,461 sh | 65,461 | $48.9M | — | — |
| 584 | Atlantic Private Wealth#584 · 65,419 sh | 65,419 | $48.9M | 29.94% | -1.1% |
| 585 | Virtue Capital Management#585 · 65,000 sh | 65,000 | $48.7M | 6.50% | +18.6% |
| 586 | EAGLE CAPITAL MANAGEMENT#586 · 65,042 sh | 65,042 | $48.6M | 0.15% | +130.0% |
| 587 | ZEGA Investments#587 · 64,796 sh | 64,796 | $48.4M | 4.97% | -9.2% |
| 588 | North Star Investment Management#588 · 64,572 sh | 64,572 | $48.2M | 2.62% | -0.1% |
| 589 | Wilkerson Advisory Group#589 · 63,652 sh | 63,652 | $47.5M | — | +1.9% |
| 590 | BARINGS#590 · 63,642 sh | 63,642 | $47.5M | — | -18.4% |
| 591 | Capital Wealth Planning#591 · 63,571 sh | 63,571 | $47.5M | 0.24% | +2.8% |
| 592 | CANANDAIGUA NATIONAL BANK#592 · 63,366 sh | 63,366 | $47.3M | — | — |
| 593 | Curtis Advisory Group#593 · 63,354 sh | 63,354 | $47.3M | 9.19% | -0.1% |
| 594 | Blueshift Asset Management#594 · 63,311 sh | 63,311 | $47.3M | 10.95% | +411.1% |
| 595 | Avestar Capital#595 · 63,237 sh | 63,237 | $47.2M | 2.64% | +16.9% |
| 596 | ANGELES WEALTH MANAGEMENT#596 · 606,525 sh | 606,525 | $47.2M | — | +997.8% |
| 597 | MGO ONE SEVEN#597 · 63,052 sh | 63,052 | $47.1M | 0.78% | +1.0% |
| 598 | Kozak & Associates#598 · 63,062 sh | 63,062 | $47.0M | 8.16% | -4.2% |
| 599 | Gryphon Financial Partners#599 · 62,923 sh | 62,923 | $47.0M | 4.14% | +72.6% |
| 600 | Berkshire Bank#600 · 62,762 sh | 62,762 | $46.9M | 8.94% | -3.9% |
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.