SPDR S&P 500 ETF TRUST (SPY) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 4,689
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | Capasso Planning Partners#701 · 49,648 sh | 49,648 | $37.1M | 18.49% | -5.2% |
| 702 | Safeguard Investment Advisory Group#702 · 49,618 sh | 49,618 | $37.1M | 8.55% | -1.2% |
| 703 | EVERGREEN CAPITAL MANAGEMENT#703 · 49,444 sh | 49,444 | $37.0M | — | +15.0% |
| 704 | TWIN FOCUS CAPITAL PARTNERS#704 · 49,527 sh | 49,527 | $37.0M | 3.76% | +3.6% |
| 705 | Parallel Advisors#705 · 49,454 sh | 49,454 | $36.9M | 0.56% | -0.6% |
| 706 | CARDIFF PARK ADVISORS#706 · 49,433 sh | 49,433 | $36.9M | 2.86% | -0.5% |
| 707 | Taylor & Morgan Wealth Management#707 · 49,347 sh | 49,347 | $36.9M | — | +2.9% |
| 708 | BIRINYI ASSOCIATES#708 · 49,346 sh | 49,346 | $36.9M | 8.72% | -1.3% |
| 709 | Sovereign Investment Advisors#709 · 49,146 sh | 49,146 | $36.8M | 6.91% | +19.3% |
| 710 | STATE OF WISCONSIN INVESTMENT BOARD#710 · 49,203 sh | 49,203 | $36.7M | 0.07% | -31.3% |
| 711 | PARTNERS CAPITAL INVESTMENT GROUP, LLP#711 · 49,196 sh | 49,196 | $36.7M | 1.30% | -14.0% |
| 712 | Sanchez Wealth Management Group#712 · 49,178 sh | 49,178 | $36.7M | 6.43% | -0.9% |
| 713 | MPWM ADVISORY SOLUTIONS#713 · 48,890 sh | 48,890 | $36.5M | 16.72% | -1.5% |
| 714 | Fortis Capital Advisors#714 · 48,696 sh | 48,696 | $36.4M | 4.09% | -0.3% |
| 715 | Parkside Financial Bank#715 · 48,556 sh | 48,556 | $36.3M | — | +98.8% |
| 716 | Wind River#716 · 48,491 sh | 48,491 | $36.2M | 12.23% | -4.2% |
| 717 | FIRST NATIONAL BANK OF OMAHA#717 · 48,659 sh | 48,659 | $36.2M | 1.02% | -2.6% |
| 718 | QUADRANT CAPITAL GROUP#718 · 48,420 sh | 48,420 | $36.2M | — | -50.0% |
| 719 | GFS Advisors#719 · 150 sh | 150 | $36.0M | 2.08% | New |
| 720 | Capital Group Private Client Services#720 · 48,246 sh | 48,246 | $36.0M | 0.51% | +0.8% |
| 721 | Palumbo Wealth Management#721 · 48,207 sh | 48,207 | $36.0M | 7.54% | -0.4% |
| 722 | PETTYJOHN, WOOD & WHITE#722 · 48,180 sh | 48,180 | $36.0M | 5.23% | +1.2% |
| 723 | Crescent Grove Advisors#723 · 48,022 sh | 48,022 | $36.0M | — | -1.4% |
| 724 | Regal Investment Advisors#724 · 47,879 sh | 47,879 | $35.8M | 1.86% | +2.4% |
| 725 | Montz Harcus Wealth Management#725 · 47,755 sh | 47,755 | $35.7M | — | -1.6% |
| 726 | Trexquant Investment#726 · 47,681 sh | 47,681 | $35.6M | 0.21% | New |
| 727 | PFG Investments#727 · 47,482 sh | 47,482 | $35.5M | 1.37% | +4.5% |
| 728 | Signal Advisors Wealth#728 · 47,193 sh | 47,193 | $35.2M | — | +26.4% |
| 729 | Nelson, Van Denburg & Campbell Wealth Management Group#729 · 47,080 sh | 47,080 | $35.2M | — | +0.8% |
| 730 | GATEWAY INVESTMENT ADVISERS#730 · 46,883 sh | 46,883 | $35.0M | — | +16.1% |
| 731 | SMITH, MOORE#731 · 46,816 sh | 46,816 | $35.0M | 2.27% | +1.2% |
| 732 | Essex Financial Services#732 · 46,595 sh | 46,595 | $34.8M | 1.73% | -1.4% |
| 733 | MKT Advisors#733 · 46,445 sh | 46,445 | $34.7M | — | -5.1% |
| 734 | BSW Wealth Partners#734 · 46,466 sh | 46,466 | $34.7M | 3.86% | +0.2% |
| 735 | Independent Family Office#735 · 46,203 sh | 46,203 | $34.5M | 13.86% | 0.0% |
| 736 | FIDUCIARY#736 · 46,031 sh | 46,031 | $34.4M | 0.37% | +2.2% |
| 737 | NATIONS FINANCIAL GROUP , /IA#737 · 45,987 sh | 45,987 | $34.3M | 1.64% | +1.7% |
| 738 | SEEDS INVESTOR#738 · 45,947 sh | 45,947 | $34.3M | 3.53% | +227.4% |
| 739 | MOODY NATIONAL BANK DIVISION#739 · 45,579 sh | 45,579 | $34.0M | — | +0.3% |
| 740 | NBC SECURITIES#740 · 45,575 sh | 45,575 | $34.0M | — | -6.2% |
| 741 | TOCQUEVILLE ASSET MANAGEMENT L.P.#741 · 45,571 sh | 45,571 | $34.0M | 0.45% | -0.5% |
| 742 | Heritage#742 · 45,543 sh | 45,543 | $34.0M | 2.95% | +1.5% |
| 743 | Vavra Capital Management#743 · 45,365 sh | 45,365 | $33.9M | — | -0.2% |
| 744 | Carnegie Investment Counsel#744 · 45,278 sh | 45,278 | $33.8M | — | -16.8% |
| 745 | TITLEIST ASSET MANAGEMENT#745 · 45,232 sh | 45,232 | $33.8M | — | +7.1% |
| 746 | ARTHUR M. COHEN & ASSOCIATES#746 · 45,207 sh | 45,207 | $33.8M | — | -0.7% |
| 747 | Granite FO#747 · 45,168 sh | 45,168 | $33.7M | — | -12.5% |
| 748 | BOSTON FAMILY OFFICE#748 · 45,064 sh | 45,064 | $33.7M | 2.04% | +2.0% |
| 749 | AMARILLO NATIONAL BANK#749 · 45,009 sh | 45,009 | $33.6M | — | -0.2% |
| 750 | Aragon Global Management#750 · 44,580 sh | 44,580 | $33.3M | 12.62% | 0.0% |
| 751 | Firestone Capital Management#751 · 44,551 sh | 44,551 | $33.3M | 6.20% | +1.7% |
| 752 | Kingsview Wealth Management#752 · 44,450 sh | 44,450 | $33.2M | 0.40% | -14.4% |
| 753 | PKS Advisory Services#753 · 44,125 sh | 44,125 | $33.0M | — | -0.4% |
| 754 | 180 GPS Investments IC Ltd#754 · 44,056 sh | 44,056 | $32.9M | 24.32% | — |
| 755 | CoreCap Advisors#755 · 43,860 sh | 43,860 | $32.8M | — | +0.5% |
| 756 | FIRST BUSINESS FINANCIAL SERVICES#756 · 43,684 sh | 43,684 | $32.6M | 2.53% | -0.2% |
| 757 | MOTCO#757 · 43,505 sh | 43,505 | $32.5M | 2.78% | -0.2% |
| 758 | Bridgewater Advisors#758 · 42,877 sh | 42,877 | $32.5M | 1.77% | -19.1% |
| 759 | WELCH & FORBES#759 · 43,500 sh | 43,500 | $32.5M | 0.39% | -4.7% |
| 760 | Jasper Ridge Partners, L.P.#760 · 43,267 sh | 43,267 | $32.3M | 0.69% | -1.0% |
| 761 | BLB&B Advisors#761 · 43,225 sh | 43,225 | $32.3M | 1.18% | +11.7% |
| 762 | Family Management#762 · 43,190 sh | 43,190 | $32.3M | 3.31% | -26.7% |
| 763 | Timmons Wealth Management#763 · 43,168 sh | 43,168 | $32.2M | 23.58% | -2.0% |
| 764 | Aft, Forsyth & Sober#764 · 49,400 sh | 49,400 | $32.1M | 10.04% | 0.0% |
| 765 | ACADIAN ASSET MANAGEMENT#765 · 42,755 sh | 42,755 | $31.9M | 0.04% | +320.6% |
| 766 | Ausdal Financial Partners#766 · 42,596 sh | 42,596 | $31.8M | 1.24% | -9.8% |
| 767 | Resonant Capital Advisors#767 · 42,366 sh | 42,366 | $31.7M | — | -0.1% |
| 768 | GREENLEAF#768 · 42,398 sh | 42,398 | $31.7M | 0.30% | +0.9% |
| 769 | Advance Capital Management#769 · 42,304 sh | 42,304 | $31.6M | 1.02% | +4.3% |
| 770 | Legacy Advisors#770 · 42,276 sh | 42,276 | $31.6M | — | +5.9% |
| 771 | First Heartland Consultants#771 · 42,275 sh | 42,275 | $31.6M | — | +11.8% |
| 772 | Investors Portfolio Services#772 · 42,074 sh | 42,074 | $31.4M | 24.00% | +23.7% |
| 773 | Norris Financial Group#773 · 42,106 sh | 42,106 | $31.4M | 12.51% | +0.4% |
| 774 | CHILTON INVESTMENT#774 · 42,095 sh | 42,095 | $31.4M | 0.75% | +0.8% |
| 775 | Bryn Mawr Advisors#775 · 42,025 sh | 42,025 | $31.4M | 1.37% | +19.8% |
| 776 | Black Maple Capital Management#776 · 42,006 sh | 42,006 | $31.4M | 17.81% | +1.3% |
| 777 | GERMAN AMERICAN BANCORP#777 · 41,889 sh | 41,889 | $31.3M | 2.35% | -3.0% |
| 778 | Empowered Funds#778 · 41,690 sh | 41,690 | $31.1M | 0.16% | -34.8% |
| 779 | Second Line Capital#779 · 41,556 sh | 41,556 | $31.1M | 5.79% | +3.6% |
| 780 | True North Advisors#780 · 41,616 sh | 41,616 | $31.1M | — | -13.6% |
| 781 | Three Bridge Wealth Advisors#781 · 41,472 sh | 41,472 | $31.0M | 7.78% | +0.3% |
| 782 | HANTZ FINANCIAL SERVICES#782 · 41,568 sh | 41,568 | $31.0M | 0.42% | -1.3% |
| 783 | Central Pacific Bank - Division#783 · 41,559 sh | 41,559 | $31.0M | — | +38.6% |
| 784 | Connecticut Wealth Management#784 · 41,513 sh | 41,513 | $31.0M | — | -1.1% |
| 785 | LANDMARK WEALTH MANAGEMENT#785 · 41,465 sh | 41,465 | $31.0M | 10.25% | +18.1% |
| 786 | Indiana & Investment Management#786 · 41,417 sh | 41,417 | $30.9M | — | +0.1% |
| 787 | Avidian Wealth Solutions#787 · 41,365 sh | 41,365 | $30.9M | — | -0.7% |
| 788 | Redhawk Wealth Advisors#788 · 41,279 sh | 41,279 | $30.8M | — | -19.2% |
| 789 | BigSur Wealth Management#789 · 41,135 sh | 41,135 | $30.8M | — | +5.3% |
| 790 | SFG Wealth Management#790 · 41,163 sh | 41,163 | $30.7M | — | -9.4% |
| 791 | Ninepoint Partners#791 · 41,100 sh | 41,100 | $30.7M | 2.34% | -10.7% |
| 792 | NICOLET BANKSHARES#792 · 40,943 sh | 40,943 | $30.6M | 0.97% | -0.1% |
| 793 | Snowden Capital Advisors#793 · 40,982 sh | 40,982 | $30.6M | 0.72% | -3.9% |
| 794 | LifeSteps Financial#794 · 40,973 sh | 40,973 | $30.6M | — | +13.1% |
| 795 | Diversified Portfolios#795 · 40,864 sh | 40,864 | $30.5M | 2.21% | +2.5% |
| 796 | Financial Engines Advisors L.L.C.#796 · 40,755 sh | 40,755 | $30.4M | 0.05% | -1.8% |
| 797 | HOWARD FINANCIAL SERVICES, LTD.#797 · 40,741 sh | 40,741 | $30.4M | — | +71.8% |
| 798 | PRINCIPAL SECURITIES#798 · 40,728 sh | 40,728 | $30.4M | 0.37% | +43.9% |
| 799 | Accurate Wealth Management#799 · 40,277 sh | 40,277 | $30.4M | — | +8.3% |
| 800 | THOMPSON SIEGEL & WALMSLEY#800 · 40,693 sh | 40,693 | $30.4M | 0.55% | -0.5% |
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.