SPDR S&P 500 ETF TRUST (SPY) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 4,689
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | First Nebraska#601 · 62,666 sh | 62,666 | $46.8M | 3.78% | -2.1% |
| 602 | Collaborative Capital Advisors#602 · 62,277 sh | 62,277 | $46.6M | 29.44% | — |
| 603 | Caldwell#603 · 62,426 sh | 62,426 | $46.6M | 3.77% | -0.3% |
| 604 | Ashton Thomas Private Wealth#604 · 74,317 sh | 74,317 | $46.6M | 0.97% | -5.9% |
| 605 | SUMMIT SECURITIES GROUP#605 · 62,300 sh | 62,300 | $46.5M | 4.45% | +445.7% |
| 606 | Kovack Advisors#606 · 62,066 sh | 62,066 | $46.3M | 2.23% | +2.9% |
| 607 | WASHBURN CAPITAL MANAGEMENT#607 · 61,938 sh | 61,938 | $46.3M | — | -1.4% |
| 608 | YOUNGS ADVISORY GROUP#608 · 61,906 sh | 61,906 | $46.2M | — | +0.8% |
| 609 | BRIGHTON JONES#609 · 61,823 sh | 61,823 | $46.2M | 0.86% | +1.5% |
| 610 | Apollon Wealth Management#610 · 61,712 sh | 61,712 | $46.1M | — | +5.6% |
| 611 | Chesley Taft & Associates#611 · 61,466 sh | 61,466 | $45.9M | — | -1.6% |
| 612 | AXXCESS WEALTH MANAGEMENT#612 · 61,460 sh | 61,460 | $45.9M | — | -4.4% |
| 613 | WOODARD & ASSET MANAGEMENT GROUP#613 · 61,350 sh | 61,350 | $45.8M | 6.60% | -2.5% |
| 614 | OneDigital Investment Advisors#614 · 61,065 sh | 61,065 | $45.6M | 0.38% | +5.8% |
| 615 | Western Wealth Management#615 · 61,008 sh | 61,008 | $45.6M | 1.49% | -1.6% |
| 616 | GUIDANCE CAPITAL#616 · 60,367 sh | 60,367 | $45.3M | 9.69% | +3.4% |
| 617 | RETIREMENT INCOME SOLUTIONS#617 · 69,678 sh | 69,678 | $45.3M | 7.80% | -0.1% |
| 618 | Whitford Management#618 · 60,466 sh | 60,466 | $45.2M | 40.31% | +0.1% |
| 619 | Wealth Advisory Solutions#619 · 60,067 sh | 60,067 | $44.9M | — | -2.7% |
| 620 | Aspect Partners#620 · 60,051 sh | 60,051 | $44.8M | — | +113.1% |
| 621 | Financial Partners Group#621 · 59,760 sh | 59,760 | $44.6M | — | -1.1% |
| 622 | HANOVER ADVISORS#622 · 59,647 sh | 59,647 | $44.5M | 16.04% | +0.1% |
| 623 | Argent#623 · 59,560 sh | 59,560 | $44.5M | 1.28% | +1.4% |
| 624 | CONNORS INVESTOR SERVICES#624 · 59,462 sh | 59,462 | $44.4M | 3.84% | -6.0% |
| 625 | Mechanics Bank Department#625 · 59,249 sh | 59,249 | $44.2M | — | +5.5% |
| 626 | Hapanowicz & Associates Financial Services#626 · 59,158 sh | 59,158 | $44.2M | 13.74% | +0.6% |
| 627 | Fedenia Advisers#627 · 59,131 sh | 59,131 | $44.2M | — | New |
| 628 | Spire Wealth Management#628 · 59,066 sh | 59,066 | $44.1M | 1.33% | +2.8% |
| 629 | CARY STREET PARTNERS FINANCIAL#629 · 58,976 sh | 58,976 | $44.0M | 0.96% | -0.7% |
| 630 | Trinity Financial Advisors#630 · 58,809 sh | 58,809 | $44.0M | — | -0.4% |
| 631 | ASSOCIATED BANC#631 · 58,953 sh | 58,953 | $44.0M | 1.05% | -1.4% |
| 632 | Focus Partners Advisor Solutions#632 · 58,423 sh | 58,423 | $43.6M | 0.37% | +72.0% |
| 633 | PRINCIPAL FINANCIAL GROUP#633 · 58,258 sh | 58,258 | $43.5M | 0.02% | -5.4% |
| 634 | ASPIRIANT#634 · 58,166 sh | 58,166 | $43.4M | — | -1.6% |
| 635 | Jackson, Grant Investment Advisers#635 · 57,747 sh | 57,747 | $43.1M | 13.39% | -2.8% |
| 636 | Aviso Financial#636 · 57,737 sh | 57,737 | $43.1M | 1.50% | -5.6% |
| 637 | TIG Advisors#637 · 57,518 sh | 57,518 | $43.0M | 1.90% | +0.3% |
| 638 | Marathon Trading Investment Management#638 · 57,541 sh | 57,541 | $43.0M | 1.33% | +81.4% |
| 639 | Capital International Investors#639 · 57,935 sh | 57,935 | $42.9M | <0.01% | -31.9% |
| 640 | WEDBUSH SECURITIES#640 · 57,341 sh | 57,341 | $42.8M | — | -1.9% |
| 641 | DV Trading#641 · 57,231 sh | 57,231 | $42.7M | 1.40% | -42.8% |
| 642 | Swiss Life Asset Management Ltd#642 · 57,100 sh | 57,100 | $42.6M | 0.18% | -2.6% |
| 643 | Anchor Capital Management Group#643 · 57,000 sh | 57,000 | $42.6M | 29.34% | 0.0% |
| 644 | Cresta Advisors, Ltd.#644 · 56,726 sh | 56,726 | $42.4M | — | +6.5% |
| 645 | Johnson Financial Group#645 · 56,382 sh | 56,382 | $42.2M | 1.39% | -1.2% |
| 646 | Evansbrook#646 · 56,390 sh | 56,390 | $42.1M | — | -3.7% |
| 647 | ADIRONDACK#647 · 56,383 sh | 56,383 | $42.1M | — | -0.5% |
| 648 | CAMBIENT FAMILY OFFICE#648 · 55,809 sh | 55,809 | $41.8M | 5.14% | 0.0% |
| 649 | Mine & Arao Wealth Creation & Management#649 · 55,886 sh | 55,886 | $41.7M | 15.13% | -0.1% |
| 650 | Glen Eagle Advisors#650 · 55,834 sh | 55,834 | $41.7M | 5.26% | +0.7% |
| 651 | Americana Partners#651 · 55,689 sh | 55,689 | $41.6M | 0.94% | +23.8% |
| 652 | Prosperity Consulting Group#652 · 55,631 sh | 55,631 | $41.5M | 1.57% | +1.8% |
| 653 | Madison Asset Management#653 · 55,098 sh | 55,098 | $41.1M | 0.49% | -19.7% |
| 654 | Fluent Financial#654 · 54,729 sh | 54,729 | $40.9M | — | +706.9% |
| 655 | CENTAURUS FINANCIAL#655 · 54,577 sh | 54,577 | $40.8M | 1.72% | -3.5% |
| 656 | TWO SIGMA INVESTMENTS#656 · 54,549 sh | 54,549 | $40.7M | 0.03% | -90.6% |
| 657 | FRIENDS OF THE CORNELL LAB OF ORNITHOLOGY#657 · 54,482 sh | 54,482 | $40.7M | 32.87% | +3.2% |
| 658 | Dorsey & Whitney#658 · 54,252 sh | 54,252 | $40.5M | 1.97% | +0.6% |
| 659 | PROFFITT & GOODSON#659 · 54,237 sh | 54,237 | $40.5M | 5.56% | -2.3% |
| 660 | KING LUTHER CAPITAL MANAGEMENT#660 · 54,101 sh | 54,101 | $40.4M | 0.17% | -0.9% |
| 661 | Horizon Investments#661 · 54,070 sh | 54,070 | $40.4M | 0.42% | +1355.8% |
| 662 | DUMONT & BLAKE INVESTMENT ADVISORS#662 · 54,001 sh | 54,001 | $40.3M | 9.06% | -0.7% |
| 663 | Lebenthal Global Advisors#663 · 53,972 sh | 53,972 | $40.3M | 5.44% | -29.9% |
| 664 | Praxis Capital Management#664 · 53,910 sh | 53,910 | $40.3M | — | +433.8% |
| 665 | Verdence Capital Advisors#665 · 53,636 sh | 53,636 | $40.1M | — | -11.8% |
| 666 | SIMPLEX TRADING#666 · 53,496 sh | 53,496 | $39.9M | 0.02% | -73.6% |
| 667 | Callan Family Office#667 · 53,392 sh | 53,392 | $39.9M | 0.78% | +0.1% |
| 668 | ZACKS INVESTMENT MANAGEMENT#668 · 52,867 sh | 52,867 | $39.5M | 0.28% | +31.2% |
| 669 | Orion Porfolio Solutions#669 · 52,732 sh | 52,732 | $39.4M | 0.30% | -13.8% |
| 670 | Curated Wealth Partners#670 · 52,711 sh | 52,711 | $39.4M | — | +1.5% |
| 671 | OF VIRGINIA#671 · 52,498 sh | 52,498 | $39.2M | — | -3.1% |
| 672 | HMS Capital Management#672 · 52,350 sh | 52,350 | $39.1M | — | -47.5% |
| 673 | Erste Asset Management GmbH#673 · 53,178 sh | 53,178 | $39.1M | 0.30% | +27.0% |
| 674 | JCP Investment Management#674 · 51,888 sh | 51,888 | $38.8M | 20.76% | +1.9% |
| 675 | Navigation Wealth Management#675 · 51,893 sh | 51,893 | $38.8M | 53.38% | +1507.6% |
| 676 | Calamos Wealth Management#676 · 51,830 sh | 51,830 | $38.7M | 1.17% | -13.5% |
| 677 | Ironsides Asset Advisors#677 · 51,744 sh | 51,744 | $38.6M | — | +0.1% |
| 678 | StoneX Group#678 · 51,523 sh | 51,523 | $38.6M | 1.55% | +119.8% |
| 679 | Edgestream Partners, L.P.#679 · 51,634 sh | 51,634 | $38.6M | 1.15% | +78.1% |
| 680 | CULLINAN ASSOCIATES#680 · 51,583 sh | 51,583 | $38.5M | 2.91% | +0.8% |
| 681 | Kellett Wealth Advisors#681 · 51,514 sh | 51,514 | $38.5M | — | +2.1% |
| 682 | DIVERSIFIED MANAGEMENT#682 · 51,464 sh | 51,464 | $38.4M | — | -0.2% |
| 683 | Visualize Group#683 · 51,271 sh | 51,271 | $38.3M | 13.18% | +25.8% |
| 684 | EVERMAY WEALTH MANAGEMENT#684 · 51,102 sh | 51,102 | $38.3M | 3.94% | -3.6% |
| 685 | OAKMONT#685 · 51,157 sh | 51,157 | $38.2M | 7.60% | -9.8% |
| 686 | Clarity Wealth Advisors#686 · 51,157 sh | 51,157 | $38.2M | — | -1.0% |
| 687 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#687 · 50,875 sh | 50,875 | $38.0M | 0.26% | -9.6% |
| 688 | McElhenny Sheffield Capital Management#688 · 50,486 sh | 50,486 | $37.7M | 9.34% | +3123.9% |
| 689 | Capital Investment Advisors#689 · 50,330 sh | 50,330 | $37.6M | — | -1.2% |
| 690 | TRUSTMARK NATIONAL BANK DEPARTMENT#690 · 50,303 sh | 50,303 | $37.6M | 2.24% | +0.4% |
| 691 | LFA - Lugano Financial Advisors SA#691 · 51,717 sh | 51,717 | $37.5M | 22.60% | +21.5% |
| 692 | WCG Wealth Advisors#692 · 50,207 sh | 50,207 | $37.5M | 0.89% | +77.5% |
| 693 | Roth Financial Partners#693 · 50,211 sh | 50,211 | $37.5M | — | -0.3% |
| 694 | OXFORD FINANCIAL GROUP, LTD.#694 · 50,118 sh | 50,118 | $37.4M | 1.90% | -4.4% |
| 695 | Pinnacle Wealth Management Advisory Group#695 · 50,046 sh | 50,046 | $37.4M | — | -0.1% |
| 696 | ELEMENT CAPITAL MANAGEMENT#696 · 50,000 sh | 50,000 | $37.3M | 1.17% | New |
| 697 | Allianz Asset Management GmbH#697 · 57,300 sh | 57,300 | $37.3M | 0.03% | 0.0% |
| 698 | Momentum Wealth Planning#698 · 49,699 sh | 49,699 | $37.2M | 27.22% | -2.0% |
| 699 | Principal Street Partners#699 · 49,765 sh | 49,765 | $37.2M | 5.44% | +0.1% |
| 700 | MTC Wealth Management#700 · 49,682 sh | 49,682 | $37.1M | 16.64% | -2.6% |
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.