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Disclosery

SPY STATE STR SPDR S&P 500 ETF T

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SHS (fund), issuer CIK 884394

4,199 managers (4,244 13F filers) reported a position in SPY shares at 2025-06-30, 590,828,785 shares in all. 197 filers opened a position and 146 filers sold out during the quarter.

Managers
4,199
13F filers
4,244
New
197
Added
1,793
Reduced
1,642
Sold out
146
Shares held by filers
590,828,785

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BlueSky Wealth Advisors, LLC7,486$4.63M0.67%-82013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC7,485$4.62M<0.01%-4,80413F-HRTimeline
Sonora Investment Management Group, LLC7,466$4.61M0.34%+48213F-HRTimeline
Alley Investment Management Company, LLC7,450$4.6M0.56%-2113F-HRTimeline
Madden Advisory Services, Inc.7,450$4.6M1.96%+1513F-HRTimeline
Twin Lakes Capital Management, LLC7,440$4.6M2.8%+1813F-HRTimeline
AtlasMark Financial, Inc7,430$4.59M3.49%013F-HRTimeline
Journey Beyond Wealth, LLC7,390$4.57M3.85%-513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC7,385$4.56M0.01%+2,90913F-HRTimelineGroup
Family Legacy, Inc.7,383$4.56M1.48%+19113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC143,086$4.56M0.1%-26513F-HRTimeline
Rockingstone Advisors LLC7,356$4.54M2.39%-4,52413F-HRTimeline
DRW Securities, LLC7,350$4.54M0.32%new13F-HRTimeline
XML Financial, LLC7,326$4.53M0.39%+47513F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp7,315$4.52M0.48%-1113F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC7,303$4.51M0.9%-813F-HRTimeline
Chesapeake Wealth Management7,300$4.51M1.5%-20513F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC7,274$4.49M0.32%+1613F-HRTimeline
Total Clarity Wealth Management, Inc.7,272$4.49M1.29%-37413F-HRTimeline
DHJJ Financial Advisors, Ltd.7,262$4.49M1.62%+5813F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC7,257$4.48M1.55%+413F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC7,244$4.48M3.58%-1,34313F-HRTimeline
Resurgent Financial Advisors LLC7,243$4.47M2.46%-38713F-HRTimeline
PICTET BANK & TRUST Ltd7,220$4.46M5.23%-84013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …7,204$4.45M0.29%+4,09413F-HR/ATimeline
Quarry LP7,200$4.45M1.03%+4,30713F-HRTimeline
Capital Wealth Alliance, LLC7,187$4.44M2.39%+42113F-HRTimeline
HORAN Wealth, LLC7,182$4.44M1.36%13F-HRTimeline
Tennessee Valley Asset Management Partn…7,179$4.44M1.13%-1,16213F-HRTimeline
Waterfront Wealth Inc.7,174$4.43M0.99%+34813F-HRTimeline
ABLE Financial Group, LLC7,172$4.43M1.07%-92313F-HRTimeline
Winch Advisory Services, LLC7,165$4.43M1.08%+48213F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC7,149$4.43M0.55%+55013F-HRTimeline
CATALYST PRIVATE WEALTH, LLC7,165$4.43M1.97%+7613F-HRTimeline
Two Point Capital Management, Inc.7,147$4.42M1.88%13F-HRTimeline
Arcus Capital Partners, LLC7,141$4.41M1.91%-1,12313F-HRTimeline
Financial Perspectives, Inc7,140$4.41M1.33%+22813F-HRTimeline
Delta Investment Management, LLC7,131$4.41M0.85%-31813F-HRTimeline
Hamilton Point Investment Advisors, LLC7,109$4.4M0.73%-18013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC7,119$4.4M0.07%+413F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC6,822$4.38M1.42%-25313F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC7,095$4.38M1.04%+113F-HR/ATimeline
Pictet North America Advisors SA7,076$4.37M0.44%+22913F-HRTimeline
SONATA CAPITAL GROUP INC7,053$4.36M1.74%+23713F-HRTimeline
Resolute Wealth Strategies, LLC7,047$4.35M2.33%-8713F-HRTimeline
Signature Wealth Management Partners, L…7,045$4.35M2.49%-2913F-HRTimeline
Nikulski Financial, Inc.7,032$4.34M1.19%-9913F-HRTimeline
Innova Wealth Partners7,020$4.34M2.55%+2,30713F-HRTimeline
LIBRA WEALTH LLC6,999$4.32M1.41%+1,29613F-HRTimeline
Continuum Advisory, LLC6,995$4.32M0.52%+10513F-HRTimeline
Visionary Wealth Advisors6,991$4.32M0.22%-1,34213F-HRTimeline
Moneda S.A. Administradora General de F…6,954$4.3M4.66%-7613F-HRTimeline
D. SCOTT NEAL, INC.6,921$4.28M2.13%+6,42513F-HRTimeline
Crumly & Associates Inc.6,910$4.27M1.04%+4,29413F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC6,904$4.27M2.25%-1,07513F-HRTimeline
Edge Wealth Management LLC6,896$4.27M0.82%+16313F-HRTimeline
Consolidated Portfolio Review Corp6,896$4.26M0.59%+2,14213F-HRTimeline
Clear Point Advisors Inc.6,893$4.26M3.59%+6713F-HRTimeline
Charter Oak Capital Management, LLC6,890$4.26M0.36%-11113F-HRTimeline
RATIONAL ADVISORS, INC.6,889$4.26M0.42%-2313F-HRTimeline
Clarendon Private LLC6,888$4.26M4.09%-7013F-HRTimeline
Fullerton Fund Management Co Ltd.6,882$4.25M0.17%+4,17713F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …6,861$4.24M0.33%-50013F-HRTimeline
Cascades Capital Asset Management, LLC6,861$4.24M2.18%+413F-HRTimeline
Tradewinds, LLC.6,829$4.22M3.2%new13F-HRTimeline
Merkkuri Wealth Advisors LLC6,829$4.22M3.2%-1,40213F-HRTimeline
COURAGE CAPITAL MANAGEMENT LLC6,821$4.21M6.21%+5,82113F-HRTimeline
Ironclad Investments LLC6,805$4.2M2.14%013F-HRTimeline
VanderPol Investments L.L.C.6,800$4.2M8.83%-7,00013F-HRTimeline
Platform Technology Partners6,796$4.2M1.1%-32813F-HRTimeline
Generation Capital Management LLC6,785$4.19M3.32%-16113F-HRTimeline
Mengis Capital Management, Inc.6,774$4.19M0.89%-10713F-HRTimeline
Aegis Wealth Management LLC7,470$4.18M2.51%013F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/6,762$4.18M0.25%+22013F-HRTimeline
Semus Wealth Partners LLC6,749$4.17M2.7%-21413F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC6,748$4.17M0.23%-413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,743$4.17M0.29%-50913F-HRTimeline
Austin Asset Management Co Inc6,727$4.16M0.81%-1113F-HRTimeline
STRATEGIC INVESTMENT MANAGEMENT, LLC6,720$4.15M2.22%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…6,719$4.15M0.22%-4313F-HRTimeline
SEMITAM BONAM LLC6,709$4.15M3.9%13F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC6,708$4.14M0.27%+42713F-HRTimeline
STEPH & CO6,704$4.14M1.34%-56013F-HRTimeline
Drucker Wealth 3.0, LLC6,636$4.14M0.8%-413F-HRTimeline
Ranch Capital Advisors Inc.6,684$4.14M1.79%-13713F-HRTimeline
Texas Capital Bancshares Inc/TX6,684$4.13M1.49%-12713F-HRTimeline
Insight Wealth Strategies, LLC6,665$4.12M0.52%+4113F-HRTimeline
SeaBridge Investment Advisors LLC6,655$4.11M0.76%013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC6,655$4.11M1.46%+5413F-HRTimeline
Orgel Wealth Management, LLC6,651$4.11M0.1%+5413F-HRTimeline
Koss-Olinger Consulting, LLC6,628$4.1M0.34%+1,27313F-HRTimeline
BENNETT SELBY INVESTMENTS LP6,624$4.09M1.46%+13813F-HRTimeline
Cape Investment Advisory, Inc.6,610$4.08M1.49%+69513F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE6,602$4.08M1.16%013F-HRTimeline
Horizon Wealth Management, LLC6,601$4.08M0.72%+1,86413F-HRTimeline
Enclave Advisors LLC6,598$4.08M0.66%+513F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC6,596$4.08M0.23%+31113F-HRTimeline
Invesco Ltd.in group Invesco Ltd.6,588$4.07M<0.01%-21,63213F-HRTimelineGroup
Keebeck Wealth Management6,567$4.07M0.53%+36513F-HRTimeline
Morse Asset Management, Inc6,585$4.07M0.89%+5,79313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,555$4.06M1.12%+38713F-HRTimelineGroup
WETZEL INVESTMENT ADVISORS, INC.6,548$4.06M1.86%-5813F-HRTimeline
CITY HOLDING CO6,564$4.06M0.53%+37813F-HRTimeline
RETIREMENT GUYS FORMULA LLC6,559$4.05M1.54%-1,91113F-HRTimeline
Investmark Advisory Group LLC6,554$4.05M1.9%+11013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC6,553$4.05M0.16%-38013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC6,548$4.05M2.04%-1713F-HRTimeline
LaSalle St. Investment Advisors, LLC6,541$4.04M1.11%-12,32113F-HRTimeline
EARNED WEALTH ADVISORS, LLC6,536$4.04M0.79%+21713F-HRTimeline
Weinberger Asset Management, Inc6,498$4.01M1.55%-87013F-HRTimeline
PARK NATIONAL CORP /OH/6,493$4.01M0.13%-1813F-HRTimeline
American State Bank (Iowa)6,480$4M2.22%013F-HRTimeline
Abound Wealth Management6,468$4M1.13%+42013F-HRTimeline
Traynor Capital Management, Inc.6,454$3.99M0.28%+1,24013F-HRTimeline
M.E. ALLISON & CO., INC.6,448$3.98M3.2%+6913F-HRTimeline
North Capital, Inc.6,430$3.97M3.43%+10513F-HRTimeline
Reynders McVeigh Capital Management, LLC6,420$3.97M0.2%-35813F-HRTimeline
Sterling Financial Group, Inc.6,413$3.96M1.33%+8513F-HRTimeline
Per Stirling Capital Management, LLC.6,412$3.96M0.52%-18413F-HRTimeline
BridgePort Financial Solutions, LLC6,412$3.96M1.32%+49713F-HRTimeline
Mirabaud & Cie SA6,411$3.96M1.26%-36013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,407$3.96M0.49%-8913F-HRTimeline
Quartz Partners, LLC6,405$3.96M1.81%+3,71713F-HRTimeline
BRAUN STACEY ASSOCIATES INC6,402$3.96M0.14%-20013F-HRTimeline
Baker Ellis Asset Management LLC6,402$3.96M0.54%-11013F-HRTimeline
Alamea Verwaltungs GmbH6,401$3.95M2.98%013F-HRTimeline
EVERETT HARRIS & CO /CA/6,399$3.95M0.05%-28113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC6,390$3.95M1.56%-58113F-HRTimeline
RFP Financial Group LLC6,385$3.94M1.63%+4,75713F-HRTimeline
Beacon Financial Advisory LLC6,373$3.94M1.02%-87513F-HRTimeline
Jaffetilchin Investment Partners, LLC6,368$3.93M0.26%+22613F-HRTimeline
First Interstate Bank6,349$3.92M0.23%+70213F-HRTimeline
FIRST UNITED BANK & TRUST6,337$3.92M1.36%-15613F-HRTimeline
FSM Wealth Advisors, LLC6,295$3.91M0.64%+2,34913F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp6,318$3.9M0.03%+49313F-HRTimelineGroup
Fragasso Financial Advisors Inc6,310$3.9M0.26%-5113F-HRTimeline
UPTICK PARTNERS, LLC6,309$3.9M1.12%-88313F-HRTimeline
Stephenson & Company, Inc.6,306$3.9M2.37%+313F-HRTimeline
Paradigm, Strategies in Wealth Manageme…6,304$3.9M2.55%-3013F-HRTimeline
Abacus Planning Group, Inc.6,304$3.89M0.58%-9213F-HR/ATimeline
Farmers National Bank6,303$3.89M1.03%-7213F-HRTimeline
Graves Light Lenhart Wealth, Inc.6,294$3.89M0.46%-413F-HRTimeline
Stonebridge Financial Group, LLC6,281$3.88M0.38%-90513F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …6,252$3.86M<0.01%+3,07613F-HRTimelineGroup
Councilmark Asset Management, LLC6,245$3.86M2.44%013F-HRTimeline
Opal Wealth Advisors, LLC6,241$3.86M1.07%-31413F-HRTimeline
BCM ADVISORS, LLC6,068$3.85M0.82%013F-HRTimeline
OFC FINANCIAL PLANNING, LLC6,236$3.85M4.09%-1913F-HRTimeline
Affiance Financial, LLC6,234$3.85M0.78%+2513F-HRTimeline
Tanglewood Legacy Advisors, LLC6,214$3.84M1.58%+2513F-HRTimeline
LOM Asset Management Ltd6,207$3.83M1.3%13F-HR/ATimeline
Park Capital Management, LLC / WI6,180$3.82M3.54%+5,61513F-HRTimeline
SAGE FINANCIAL GROUP INC6,174$3.81M0.28%-71413F-HRTimeline
Forza Wealth Management, LLC6,168$3.81M1.56%013F-HRTimeline
Pullen Investment Management, LLC6,165$3.81M2.29%013F-HRTimeline
Security Financial Services, INC.6,157$3.8M0.67%-3913F-HRTimeline
Fisher Asset Management, LLC6,150$3.8M<0.01%-5,21213F-HRTimeline
Invst, LLC6,148$3.8M0.47%-1,46113F-HRTimeline
MAYPORT, LLC6,143$3.8M0.91%+16713F-HRTimeline
PDS Planning, Inc6,111$3.78M0.28%+4013F-HRTimeline
Coign Capital Advisors LLC6,109$3.78M2.56%-1,62713F-HRTimeline
Grant Private Wealth Management Inc6,105$3.77M2.14%+5,21413F-HRTimeline
GatePass Capital, LLC6,089$3.76M2.49%+53913F-HRTimeline
M3 Advisory Group, LLC6,087$3.76M2.6%+7013F-HRTimeline
Tradition Wealth Management, LLC6,074$3.75M0.3%-17213F-HRTimeline
Cove Private Wealth, LLC6,073$3.75M1.32%+78913F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC6,060$3.74M0.65%-5713F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC6,059$3.74M0.5%-53813F-HRTimeline
Northwest Bancshares, Inc.6,058$3.74M0.65%-27613F-HRTimeline
Alpha Wealth Funds, LLC6,057$3.74M3.5%-56613F-HR/ATimeline
KPP Advisory Services LLC6,057$3.74M0.62%-23213F-HR/ATimeline
Ramsay, Stattman, Vela & Price, Inc.6,051$3.74M0.7%-5613F-HRTimeline
Sandy Cove Advisors, LLC6,046$3.74M1.35%-85813F-HRTimeline
Silvant Capital Management LLC6,045$3.73M0.14%013F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.6,040$3.73M0.02%013F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC6,006$3.72M0.34%-2713F-HRTimelineGroup
NORTH STAR ASSET MANAGEMENT INC6,019$3.72M0.16%-713F-HRTimeline
F&V Capital Management, LLC6,013$3.71M0.95%-21313F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …6,004$3.71M0.64%+9413F-HRTimeline
Wynn Capital, LLC6,001$3.71M1.98%+113F-HRTimeline
Essex LLC5,993$3.7M0.73%+1813F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp5,976$3.69M0.22%+81713F-HRTimelineGroup
Waycross Investment Management Co5,973$3.69M3.84%+3213F-HRTimeline
Comprehensive Financial Consultants Ins…5,947$3.67M1.21%+1,27613F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS5,929$3.66M1.34%013F-HRTimeline
Horizon Investment Services, LLC5,925$3.66M1.6%-813F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV5,919$3.66M1.76%-1113F-HRTimeline
Mason & Associates, LLC5,917$3.66M0.92%-23013F-HRTimeline
INVESTMENT HOUSE LLC5,902$3.65M0.18%-4,37913F-HRTimeline
GW HENSSLER & ASSOCIATES LTD5,882$3.63M0.19%-10,56613F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.5,878$3.63M1.26%-4113F-HRTimeline
Cascade Financial Partners, LLC5,876$3.63M0.44%-59213F-HRTimeline
Mystic Asset Management, Inc.5,868$3.63M0.88%-2613F-HRTimeline
GW&K Investment Management, LLC5,865$3.62M0.03%+5013F-HRTimeline
CWS Financial Advisors, LLC5,865$3.62M1.05%+113F-HRTimeline
Prasad Wealth Partners, LLC5,864$3.62M1.06%-2513F-HRTimeline
Gold Investment Management Ltd.5,852$3.61M1.36%+8813F-HRTimeline
True North Advisors, LLC5,841$3.61M0.69%-1,12313F-HRTimeline
Towerpoint Wealth, LLC5,839$3.61M1.6%-513F-HRTimeline
High Falls Advisors, Inc5,836$3.61M0.8%+8713F-HRTimeline