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SPY — State Str Spdr S&P 500 ETF T Institutional Holders · Q3 2026

Who owns State Str Spdr S&P 500 ETF T (SPY)? 268 institutions reported holding $5.03B in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Two Seas Capital LP ($1.14B), Valeo Financial Advisors, LLC ($682.3M), Shulman DeMeo Asset Management LLC ($283.1M).

RankInstitutionValueSharesChange
1Two Seas Capital LP$1.14B1.5MTrimmed
2Valeo Financial Advisors, LLC$682.3M894,674Trimmed
3Shulman DeMeo Asset Management LLC$283.1M365,374Trimmed
4Pacific Wealth Management$133.7M175,280Added
5TLWM$126.7M166,090Trimmed
6EASTERN BANK$117.3M153,837Trimmed
7Gainplan LLC$115.1M210,567Added
8BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT$114.6M150,270Trimmed
9Farther Finance Advisors, LLC$109.6M143,668Trimmed
10Applied Capital LLC/FL$101.3M132,800Added
11Venture Visionary Partners LLC$88.1M115,501Added
12Attessa Capital LLC$76.1M99,828Added
13FIRST FINANCIAL BANK - TRUST DIVISION$69.8M91,474Added
14Ayalon Insurance Comp Ltd.$69.7M91,197Trimmed
15SAPIENT CAPITAL LLC$67.9M88,789Trimmed
16Apella Capital, LLC$63.6M81,797Trimmed
17McAlister, Sweet & Associates, Inc.$52.1M68,295Trimmed
18Seven Bridges Advisors LLC$52.0M68,207Added
19CANANDAIGUA NATIONAL BANK & TRUST CO$47.5M62,231Trimmed
20Trinity Financial Advisors LLC$42.9M56,103Trimmed
21DIVERSIFIED MANAGEMENT INC$39.2M51,435Trimmed
22Taylor & Morgan Wealth Management, LLC$39.1M51,323Added
23Roth Financial Partners LLC$37.5M49,164Trimmed
24CoreCap Advisors, LLC$37.2M48,811Added
25TITLEIST ASSET MANAGEMENT, LLC$37.0M48,507Added

Source: SEC Form 13F filings · as of 2026-09-30