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Disclosery

SPY STATE STR SPDR S&P 500 ETF T

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SHS (fund), issuer CIK 884394

4,145 managers (4,186 13F filers) reported a position in SPY shares at 2025-03-31, 566,046,546 shares in all. 163 filers opened a position and 188 filers sold out during the quarter.

Managers
4,145
13F filers
4,186
New
163
Added
1,617
Reduced
1,838
Sold out
188
Shares held by filers
566,046,546

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MARSHALL WACE, LLPin group MARSHALL WACE, LLP7,456$4.17M0.01%-8,07713F-HRTimelineGroup
Delta Investment Management, LLC7,449$4.17M0.84%-20513F-HRTimeline
Madden Advisory Services, Inc.7,435$4.16M1.94%-8713F-HRTimeline
DDD Partners, LLC7,435$4.16M0.51%-11,43713F-HRTimeline
AtlasMark Financial, Inc7,430$4.16M3.86%013F-HRTimeline
Twin Lakes Capital Management, LLC7,422$4.15M2.8%+1813F-HRTimeline
Journey Beyond Wealth, LLC7,395$4.14M3.87%-2513F-HRTimeline
Weinberger Asset Management, Inc7,368$4.12M1.77%-32613F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …7,361$4.12M0.33%-12513F-HRTimeline
PURSUE WEALTH PARTNERS LLC7,348$4.11M2.5%+1913F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp7,326$4.1M0.46%-2513F-HRTimelineGroup
Onyx Bridge Wealth Group LLC7,320$4.09M0.59%+45313F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC7,311$4.09M0.93%+513F-HRTimeline
Hamilton Point Investment Advisors, LLC7,289$4.09M0.74%-8013F-HRTimeline
STEPH & CO7,264$4.06M1.46%-8513F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC7,258$4.06M0.32%-39213F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC7,253$4.06M1.55%-22013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC7,252$4.06M0.25%+45913F-HRTimeline
Beacon Financial Advisory LLC7,248$4.05M1.23%+4113F-HRTimeline
BARRETT & COMPANY, INC.7,228$4.04M1.74%-9913F-HRTimeline
Independent Advisor Alliance7,217$4.04M0.13%-201,47213F-HRTimeline
POWER WEALTH MANAGEMENT LLC7,213$4.04M1.63%-43413F-HRTimeline
DHJJ Financial Advisors, Ltd.7,204$4.03M1.62%+2213F-HRTimeline
Family Legacy, Inc.7,192$4.02M1.38%-65613F-HRTimeline
UPTICK PARTNERS, LLC7,192$4.02M1.36%+3,61113F-HRTimeline
Stonebridge Financial Group, LLC7,186$4.02M0.43%+1,01613F-HRTimeline
Aldebaran Financial Inc.7,140$3.99M4.88%-1013F-HRTimeline
ROMAN BUTLER FULLERTON & CO7,428$3.99M1.55%-4,88313F-HRTimeline
Resolute Wealth Strategies, LLC7,134$3.99M2.23%-21713F-HRTimeline
Nikulski Financial, Inc.7,131$3.99M1.21%+15313F-HRTimeline
Platform Technology Partners7,124$3.98M1.16%-113F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC7,115$3.98M0.07%+213F-HRTimelineGroup
BOSTON RESEARCH & MANAGEMENT INC7,094$3.97M0.97%-2213F-HR/ATimeline
CATALYST PRIVATE WEALTH, LLC7,089$3.97M1.93%-47713F-HRTimeline
Signature Wealth Management Partners, L…7,074$3.96M2.59%+213F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.7,047$3.94M0.01%-1,00013F-HRTimelineGroup
Moneda S.A. Administradora General de F…7,030$3.93M4.22%+99113F-HRTimeline
Revolve Wealth Partners, LLC7,030$3.93M0.57%-413F-HRTimeline
Marks Group Wealth Management, Inc7,005$3.92M0.38%+2813F-HRTimeline
Charter Oak Capital Management, LLC7,001$3.92M0.36%-58613F-HRTimeline
Horan Capital Advisors, LLC.6,987$3.91M1.32%013F-HRTimeline
Sonora Investment Management Group, LLC6,984$3.91M0.31%+46613F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC6,971$3.9M1.69%+3413F-HRTimeline
True North Advisors, LLC6,964$3.9M0.69%new13F-HRTimeline
Semus Wealth Partners LLC6,963$3.9M2.71%-19413F-HRTimeline
Clarendon Private LLC6,958$3.89M4.11%+1513F-HRTimeline
Dunhill Financial, LLC6,950$3.89M1.77%-1,52413F-HRTimeline
Generation Capital Management LLC6,946$3.89M3.5%-10513F-HRTimeline
EAGLE GLOBAL ADVISORS LLC6,933$3.88M0.16%-4,46013F-HRTimeline
WESCAP Management Group, Inc.6,914$3.87M0.94%-2,07513F-HRTimeline
RATIONAL ADVISORS, INC.6,912$3.87M0.39%+2,11213F-HRTimeline
Financial Perspectives, Inc6,912$3.87M1.32%+49413F-HRTimeline
Sandy Cove Advisors, LLC6,904$3.86M1.55%-11913F-HRTimeline
Cahill Wealth Management, LLC6,903$3.86M1.97%+75113F-HRTimeline
Goldstone Financial Group, LLC6,897$3.86M0.58%-59413F-HRTimeline
Continuum Advisory, LLC6,890$3.85M0.5%+11513F-HRTimeline
SAGE FINANCIAL GROUP INC6,888$3.85M0.31%+60913F-HRTimeline
McAdam, LLC6,888$3.85M0.24%-3,13113F-HRTimeline
Mengis Capital Management, Inc.6,881$3.85M0.8%-26313F-HRTimeline
Avalon Trust Co6,870$3.84M0.31%-68013F-HRTimeline
Cascades Capital Asset Management, LLC6,857$3.84M2.07%+513F-HRTimeline
XML Financial, LLC6,851$3.83M0.36%+1,04413F-HRTimeline
Park Square Financial Group, LLC6,851$3.83M3.04%-1,71913F-HRTimeline
Sunesis Advisors, LLC6,850$3.83M2.08%-35713F-HRTimeline
Pictet North America Advisors SA6,847$3.83M0.38%-11713F-HRTimeline
Ranch Capital Advisors Inc.6,821$3.82M1.81%-9113F-HRTimeline
Waterfront Wealth Inc.6,826$3.82M0.93%+1213F-HRTimeline
Clear Point Advisors Inc.6,826$3.82M3.43%+113F-HRTimeline
SONATA CAPITAL GROUP INC6,816$3.81M1.66%+33713F-HRTimeline
Texas Capital Bancshares Inc/TX6,811$3.81M1.62%013F-HRTimeline
Ironclad Investments LLC6,805$3.81M2.14%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC7,075$3.8M1.73%-36913F-HRTimeline
Reynders McVeigh Capital Management, LLC6,778$3.79M0.21%013F-HRTimeline
Mirabaud & Cie SA6,771$3.79M1.29%-81413F-HRTimeline
Capital Wealth Alliance, LLC6,766$3.78M2.26%-38613F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…6,762$3.78M0.24%13F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC6,752$3.78M0.23%+42613F-HRTimeline
Austin Asset Management Co Inc6,738$3.77M0.79%-15113F-HRTimeline
Nemes Rush Group LLC6,736$3.77M0.48%-2,62913F-HRTimeline
Edge Wealth Management LLC6,733$3.77M0.76%-5513F-HRTimeline
STRATEGIC INVESTMENT MANAGEMENT, LLC6,720$3.76M1.51%-58013F-HRTimeline
Callan Capital, LLC6,694$3.74M0.28%+43713F-HRTimeline
Winch Advisory Services, LLC6,683$3.74M0.99%+33113F-HRTimeline
EVERETT HARRIS & CO /CA/6,680$3.74M0.05%-28213F-HRTimeline
LMR Partners LLPin group LMR Partners LLP6,672$3.73M0.08%-797,33413F-HRTimelineGroup
SeaBridge Investment Advisors LLC6,655$3.72M0.8%013F-HRTimeline
Breed's Hill Capital LLC6,642$3.72M2%+32113F-HRTimeline
Drucker Wealth 3.0, LLC6,640$3.71M0.82%+30913F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.6,606$3.71M1.87%-3013F-HRTimeline
Insight Wealth Strategies, LLC6,624$3.71M0.5%+6513F-HRTimeline
Alpha Wealth Funds, LLC6,623$3.7M4.02%-1,39213F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC6,599$3.7M0.5%+72113F-HRTimeline
BRAUN STACEY ASSOCIATES INC6,602$3.69M0.15%-28213F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE6,602$3.69M1.09%013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC6,601$3.69M1.43%-87813F-HRTimeline
ArchPoint Investors6,579$3.69M1.21%013F-HR/ATimeline
Darrow Company, Inc.6,599$3.69M2.06%+4,35813F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC6,597$3.69M0.51%-49013F-HRTimeline
Orgel Wealth Management, LLC6,597$3.69M0.1%+36613F-HRTimeline
Per Stirling Capital Management, LLC.6,596$3.69M0.53%-3,72413F-HRTimeline
Enclave Advisors LLC6,593$3.69M0.63%+713F-HRTimeline
Climber Capital SA7,735$3.67M2.89%013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC6,565$3.67M2.05%-1813F-HRTimeline
Opal Wealth Advisors, LLC6,555$3.67M1.13%-44513F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/6,542$3.66M0.23%+7013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC6,537$3.66M0.28%-413F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding6,532$3.65M-415Timeline
Baker Ellis Asset Management LLC6,512$3.64M0.53%+1013F-HRTimeline
PARK NATIONAL CORP /OH/6,511$3.64M0.13%+83813F-HRTimeline
Estate Counselors, LLC6,510$3.64M0.38%+4,31013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,496$3.63M0.49%+17913F-HRTimeline
FIRST UNITED BANK & TRUST6,493$3.63M1.36%-22513F-HRTimeline
BENNETT SELBY INVESTMENTS LP6,486$3.63M1.43%+1,89713F-HRTimeline
American State Bank (Iowa)6,480$3.62M2.19%+3013F-HRTimeline
Cascade Financial Partners, LLC6,468$3.62M0.46%+313F-HRTimeline
Fiduciary Wealth Partners, LLC6,467$3.62M3.13%13F-HRTimeline
SC&H Financial Advisors, Inc.6,466$3.62M0.71%-3113F-HRTimeline
Investmark Advisory Group LLC6,444$3.6M1.78%+15713F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK6,278$3.6M0.33%013F-HRTimeline
Ascent Wealth Partners, LLC6,437$3.6M0.48%+87413F-HRTimeline
Alamea Verwaltungs GmbH6,401$3.58M3.1%13F-HRTimeline
Abacus Planning Group, Inc.6,396$3.58M0.63%-5313F-HRTimeline
Pines Wealth Management, LLC7,191$3.57M1.65%+50113F-HRTimeline
M.E. ALLISON & CO., INC.6,379$3.57M3.53%+16813F-HRTimeline
Farmers National Bank6,375$3.57M1.01%-24913F-HRTimeline
Fragasso Financial Advisors Inc6,361$3.56M0.26%-19613F-HRTimeline
Northwest Bancshares, Inc.6,334$3.54M0.65%-11713F-HRTimeline
Paradigm, Strategies in Wealth Manageme…6,334$3.54M2.39%-11213F-HRTimeline
Sound Income Strategies, LLC6,333$3.54M0.21%+4,23013F-HRTimeline
Sterling Financial Group, Inc.6,328$3.54M1.28%013F-HRTimeline
North Capital, Inc.6,325$3.54M3.34%13F-HRTimeline
EARNED WEALTH ADVISORS, LLC6,319$3.53M0.78%+5,15713F-HRTimeline
Stephenson & Company, Inc.6,303$3.53M2.29%+213F-HRTimeline
Graves Light Lenhart Wealth, Inc.6,298$3.52M0.43%-20013F-HRTimeline
Rossmore Private Capital6,292$3.52M0.43%-31613F-HRTimeline
KPP Advisory Services LLC6,289$3.52M0.67%+4,42613F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC6,285$3.52M0.21%-3,65713F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC6,281$3.51M0.25%+40913F-HRTimeline
Northside Capital Management, LLC6,272$3.51M0.57%+22613F-HRTimeline
OFC FINANCIAL PLANNING, LLC6,255$3.5M3.96%-4513F-HRTimeline
Tradition Wealth Management, LLC6,246$3.49M0.31%+65313F-HRTimeline
Councilmark Asset Management, LLC6,245$3.49M2.36%013F-HRTimeline
F&V Capital Management, LLC6,226$3.48M0.9%013F-HRTimeline
Keebeck Wealth Management6,202$3.48M0.51%+46013F-HRTimeline
Affiance Financial, LLC6,209$3.47M0.81%-23113F-HRTimeline
Cooper Financial Group6,206$3.47M0.46%-10313F-HRTimeline
Security Financial Services, INC.6,196$3.47M0.69%-3613F-HRTimeline
Tanglewood Legacy Advisors, LLC6,189$3.46M1.52%-1,28913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,168$3.46M0.88%+14213F-HRTimelineGroup
CITY HOLDING CO6,186$3.46M0.49%+54213F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.6,182$3.46M0.26%-25113F-HRTimelineGroup
Forza Wealth Management, LLC6,168$3.45M1.55%013F-HRTimeline
Pullen Investment Management, LLC6,165$3.45M2.18%-3313F-HRTimeline
BCM ADVISORS, LLC6,068$3.44M0.78%013F-HRTimeline
Mason & Associates, LLC6,147$3.44M0.99%-2313F-HRTimeline
FAGAN ASSOCIATES, INC.6,146$3.44M0.57%-16713F-HRTimeline
K.J. Harrison & Partners Inc6,143$3.44M0.67%-17,35113F-HRTimeline
Jaffetilchin Investment Partners, LLC6,142$3.44M0.25%+15713F-HRTimeline
Wealthspire Retirement, LLC6,129$3.43M0.27%-24013F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC6,117$3.42M0.6%-26313F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.6,107$3.42M0.65%-14513F-HRTimeline
Atlas Legacy Advisors, LLC6,093$3.41M0.87%-1,07013F-HRTimeline
Octavia Wealth Advisors, LLC6,068$3.4M0.41%+1113F-HRTimeline
Patriot Financial Group Insurance Agenc…6,076$3.4M0.46%+1,35613F-HRTimeline
Spectrum Wealth Advisory Group, LLC6,076$3.4M1.63%-67513F-HRTimeline
PDS Planning, Inc6,071$3.4M0.29%+1513F-HRTimeline
NDWM LLC6,058$3.39M3.31%-13,77613F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC6,033$3.38M0.32%-31313F-HRTimelineGroup
Abound Wealth Management6,048$3.38M1.13%+12813F-HRTimeline
Silvant Capital Management LLC6,045$3.38M0.16%013F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.6,040$3.38M0.02%013F-HRTimelineGroup
NORTH STAR ASSET MANAGEMENT INC6,026$3.37M0.15%+16613F-HRTimeline
ROBERTS GLORE & CO INC /IL/6,017$3.37M1.03%-2,11213F-HRTimeline
M3 Advisory Group, LLC6,017$3.37M2.66%+6313F-HRTimeline
Goodman Financial Corp6,016$3.37M0.73%+3,27013F-HRTimeline
CERTUITY, LLC6,013$3.36M0.35%-43313F-HRTimeline
NWAM LLC6,004$3.36M0.29%-12,60713F-HRTimeline
Wynn Capital, LLC6,000$3.36M1.99%-1,10013F-HRTimeline
TWO SIGMA SECURITIES, LLC5,988$3.35M0.51%+3,17413F-HRTimeline
1 NORTH WEALTH SERVICES LLC5,977$3.34M1.55%+8113F-HRTimeline
SEEDS INVESTOR LLC5,976$3.34M0.94%+2,68513F-HRTimeline
MAYPORT, LLC5,976$3.34M0.92%013F-HRTimeline
Essex LLC5,975$3.34M0.72%+1513F-HRTimeline
Griffith & Werner, Inc.5,970$3.34M2.08%+2,16413F-HRTimeline
Willis Johnson & Associates, Inc.5,969$3.34M0.25%-54913F-HRTimeline
W ADVISORS, LLC5,952$3.33M2.08%+213F-HRTimeline
Waycross Investment Management Co5,941$3.32M3.75%+13913F-HRTimeline
Abacus Wealth Partners, LLC5,938$3.32M0.5%-17713F-HRTimeline
Horizon Investment Services, LLC5,933$3.32M1.61%+47113F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV5,930$3.32M1.71%013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS5,929$3.32M1.34%013F-HRTimeline
JACKSON SQUARE CAPITAL, LLC5,919$3.31M1.08%+5913F-HRTimeline
BridgePort Financial Solutions, LLC5,915$3.31M1.49%+7413F-HRTimeline
Cape Investment Advisory, Inc.5,915$3.31M1.32%-12013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …5,910$3.31M0.5%+12013F-HRTimeline
Mystic Asset Management, Inc.5,894$3.3M0.87%-5013F-HRTimeline
Next Capital Management LLC5,887$3.29M1.58%+72213F-HRTimeline
Prasad Wealth Partners, LLC5,889$3.29M1.08%-32013F-HRTimeline
First County Bank /CT/5,884$3.29M1.82%-2,56413F-HRTimeline
WealthPlan Investment Management, LLC5,877$3.29M0.32%+85313F-HRTimeline