At Holdings Channel, we have reviewed the latest batch of the 56 most recent 13F filings for the 06/30/2026 reporting period, and noticed that State Street SPDR S&P 500 ETF Trust (Symbol: SPY) was held by 41 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.
Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.
Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let’s take a look at the change in SPY positions, for this latest batch of 13F filers:
FundNew Position?Change In Share CountChange In Market Value ($ in 1000’s)
Juncture Wealth Strategies LLC
Existing
+139+$673Dominguez Wealth Management Solutions Inc.
Existing
+2+$171Magnus Financial Group LLC
Existing
+1,250+$3,518Polaris Investment Advisors LLC
Existing
–153+$11Omnia Family Wealth LLC
Existing
–165+$697Sharkey Howes & Javer
Existing
–9,416–$5,424JBR Co Financial Management Inc
Existing
–259–$138Three Bearings Fiduciary Advisors Inc.
Existing
UNCH+$12Piscataqua Savings Bank
Existing
+2+$221LifeGuide Financial Advisors LLC
Existing
+181+$266Lantz Financial LLC
Existing
–33+$230Members Wealth LLC
Existing
+8+$127Eagle Wealth Strategies LLC
Existing
+27+$507Infinity Wealth Counsel LLC
Existing
–45+$119LVZ Inc.
Existing
–47+$161Pacific Capital Wealth Advisors Inc.
Existing
+248+$27,196CMH Wealth Management LLC
Existing
–31+$94Affiance Financial LLC
Existing
–164+$469Highland Financial Advisors LLC
NEW
+437+$326Carolina Wealth Advisors LLC
NEW
+28+$21FC Advisory LLC
Existing
+2+$91SMI Advisory Services LLC
Existing
+1+$216ShankerValleau Wealth Advisors Inc.
Existing
UNCH+$56Fulcrum Equity Management
NEW
+398+$297Redhawk Wealth Advisors Inc.
Existing
–9,778–$2,378Marquette Asset Management LLC
Existing
UNCH+$145Sage Capital Advisors llc
Existing
+45+$1,734Sherman Wealth Management LLC
Existing
+3+$98LVM Capital Management Ltd. MI
Existing
–391+$1,427Bay Colony Advisory Group Inc d b a Bay Colony Advisors
Existing
–315+$1,228Community Financial Services Group LLC
Existing
+8+$312Constitution Capital LLC
Existing
–3+$134Contravisory Investment Management Inc.
Existing
+42+$52Sapient Capital LLC
Existing
–4,052+$5,993AFG Fiduciary Services Limited Partnership
Existing
–451,731–$290,970Atlas Brown Inc.
Existing
–163+$696World Equity Group Inc.
Existing
+13,111+$10,957Professional Financial Advisors LLC
Existing
+20+$60Next Level Private LLC
Existing
–248+$1,353Focus Financial Network Inc.
Existing
+434+$4,072Arbor Wealth Advisors LLC
Existing
UNCH+$428Aggregate Change:
–460,608–$234,742
In terms of shares owned, we count 17 of the above funds having increased existing SPY positions from 03/31/2026 to 06/30/2026, with 17 having decreased their positions and 3 new positions. Worth noting is that A&I Financial Services LLC, included in this recent batch of 13F filers, exited SPY common stock as of 06/30/2026.
Looking beyond these particular funds in this one batch of most recent filers, we tallied up the SPY share count in the aggregate among all of the funds which held SPY at the 06/30/2026 reporting period (out of the 303 we looked at in total). We then compared that number to the sum total of SPY shares those same funds held back at the 03/31/2026 period, to see how the aggregate share count held by hedge funds has moved for SPY. We found that between these two periods, funds increased their holdings by 333,614 shares in the aggregate, from 5,156,893 up to 5,490,507 for a share count increase of approximately 6.47%. The overall top three funds holding SPY on 06/30/2026 were:
We’ll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like State Street SPDR S&P 500 ETF Trust (Symbol: SPY).
