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Disclosery

SPY STATE STR SPDR S&P 500 ETF T

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SHS (fund), issuer CIK 884394

4,601 managers (4,648 13F filers) reported a position in SPY shares at 2025-12-31, 555,286,096 shares in all. 139 filers opened a position and 97 filers sold out during the quarter.

Managers
4,601
13F filers
4,648
New
139
Added
1,774
Reduced
1,717
Sold out
97
Shares held by filers
555,286,096

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
BEESE FULMER INVESTMENT MANAGEMENT, INC.8,538$5.84M0.38%+31513F-HRTimeline
Q3 Asset Management8,552$5.83M1.33%-2,76813F-HRTimeline
FOCUSED ALPHA, LLC8,548$5.83M1.71%13F-HRTimeline
Baron Wealth Management LLC8,536$5.82M1.79%+1113F-HRTimeline
Sightline Wealth Advisors, LLC8,535$5.82M2.48%-2913F-HRTimeline
Richmond Investment Services, LLC8,524$5.81M1%+43813F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC8,517$5.81M1.74%-17113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,474$5.78M0.16%+87813F-HR/ATimelineGroup
CHAPIN DAVIS, INC.8,447$5.76M1.35%-4513F-HRTimeline
WATERS PARKERSON & CO., LLC8,434$5.75M0.28%-39513F-HRTimeline
WIMMER ASSOCIATES 1, LLC8,427$5.75M2.67%+21413F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC8,400$5.74M0.34%13F-HRTimeline
Camarda Financial Advisors, LLC8,417$5.74M2.19%-1,26913F-HRTimeline
Bellwether Advisors, LLC8,407$5.73M0.91%-1713F-HRTimeline
ForthRight Wealth Management, LLC8,379$5.71M1.64%-11113F-HRTimeline
W ADVISORS, LLC8,369$5.71M2.87%-15613F-HRTimeline
Beaird Harris Wealth Management, LLC8,358$5.7M0.39%+2,97913F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC8,205$5.69M1.66%+1,04313F-HRTimeline
MCDONALD PARTNERS LLC8,345$5.69M1.79%+52313F-HRTimeline
WPWealth LLP8,323$5.68M0.89%-68613F-HRTimeline
GARRISON POINT ADVISORS, LLC8,277$5.64M2.5%+3,30113F-HRTimeline
Laraway Financial Advisors Inc8,272$5.64M3.68%+11013F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT8,261$5.63M0.22%-5913F-HRTimeline
BAKER BOYER NATIONAL BANK8,259$5.63M1.7%+6,98613F-HRTimeline
Platform Technology Partners8,254$5.63M1.2%+30113F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.8,249$5.63M0.06%+98113F-HRTimeline
Harvest Investment Services, LLC8,236$5.62M1.06%-1,18013F-HRTimeline
Tilson Financial Group, Inc.8,234$5.61M1.73%-23113F-HRTimeline
ORBA Wealth Advisors, L.L.C.8,194$5.59M4.85%-3,94513F-HRTimeline
TruWealth Advisors, LLC8,184$5.58M0.27%+3613F-HRTimeline
Abel Hall, LLC8,170$5.57M1.3%+2213F-HRTimeline
Jackson Wealth Management, LLC8,166$5.57M0.54%+21513F-HRTimeline
First Financial Bankshares Inc8,160$5.56M0.11%-72413F-HRTimeline
TrustBankin group TrustBank8,148$5.56M2.32%13F-HRTimelineGroup
Luminvest Wealth Management LLC8,138$5.55M1.54%+1,90613F-HRTimeline
Abacus Wealth Partners, LLC8,120$5.54M0.54%-42313F-HRTimeline
DBA TRADING, LLC8,100$5.52M5.51%13F-HRTimeline
MATTERS CAPITAL LLC8,097$5.52M4.52%13F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC8,074$5.51M0.8%-38213F-HR/ATimeline
Greenspring Advisors, LLC8,027$5.47M0.34%+7,69213F-HRTimeline
Sierra Capital LLC8,023$5.47M0.58%-1,81413F-HRTimeline
American Alpha Advisors, LLC8,006$5.46M3.45%-35013F-HR/ATimeline
Graham Capital Management, L.P.8,000$5.46M0.19%-7,65013F-HRTimeline
Patriot Financial Group Insurance Agenc…7,972$5.44M0.65%+62613F-HRTimeline
Victrix Investment Advisors7,963$5.43M2.1%new13F-HRTimeline
Clientfirst Wealth Management, LLC7,950$5.42M4.35%013F-HRTimeline
MTM Investment Management, LLC7,910$5.39M1.72%-72113F-HRTimeline
Cohen Capital Management, Inc.7,903$5.39M0.81%+213F-HRTimeline
Pines Wealth Management, LLC7,899$5.39M1.74%+1413F-HRTimeline
Anchor Investment Management, LLC7,895$5.38M0.44%-16913F-HRTimeline
Tower View Wealth Management LLC7,876$5.37M2.66%-11013F-HRTimeline
INSPIRE TRUST CO, N.A.7,871$5.37M0.88%013F-HRTimeline
BANTAMAC CAPITAL, LLC7,859$5.36M3.79%+13613F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC7,851$5.35M1.53%+21713F-HRTimeline
SYNTAX RESEARCH, INC.7,839$5.35M3.3%-28113F-HRTimeline
LITTLE HOUSE CAPITAL LLC7,836$5.34M1.34%+11213F-HRTimeline
Stairway Partners, LLC7,829$5.34M0.28%-2,02613F-HRTimeline
Cape Investment Advisory, Inc.7,819$5.33M1.64%+6,58013F-HRTimeline
Trust Co7,806$5.32M0.5%+7,22613F-HRTimeline
Shaker Financial Services, LLC7,781$5.32M1.69%+3,09913F-HRTimeline
Sassicaia Capital Advisers LLC7,800$5.32M11.65%+6,90013F-HRTimeline
Long Run Wealth Advisors, LLC7,786$5.31M1%+1613F-HRTimeline
Fiduciary Wealth Partners, LLC7,776$5.3M2.17%+4313F-HRTimeline
Rialto Wealth Management, LLC7,769$5.3M1.27%-26813F-HRTimeline
MIdWestOne Financial Group, Inc.7,753$5.29M0.59%013F-HRTimeline
BHK Investment Advisors, LLC7,753$5.29M1.74%-20113F-HRTimeline
Almanack Investment Partners, LLC.7,724$5.27M0.9%-1,60413F-HRTimeline
ADVISORTRUST PARTNERS, LLC7,721$5.27M2.31%13F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC7,703$5.25M2.64%-2,88013F-HRTimeline
REBALANCE, LLC7,702$5.25M0.31%+213F-HRTimeline
Oribel Capital Management, LP7,700$5.25M0.51%013F-HRTimeline
Signature Equity Partners, LLC7,699$5.25M2.9%13F-HRTimeline
Yahav Achim Ve Achayot - Provident Fund…7,654$5.23M12.02%013F-HRTimeline
Iron Gate Global Advisors LLC7,668$5.23M0.54%-23813F-HRTimeline
Visionary Wealth Advisors7,658$5.22M0.24%+61213F-HRTimeline
FSM Wealth Advisors, LLC7,591$5.18M0.71%+92313F-HRTimeline
BOK Financial Private Wealth, Inc.7,561$5.17M0.32%+14613F-HRTimeline
XML Financial, LLC7,568$5.16M0.42%-8013F-HRTimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC7,577$5.16M3.12%13F-HRTimeline
Blankinship & Foster, LLC7,562$5.16M1.11%+8613F-HRTimeline
Colter Lewis Investment Partners LLC7,542$5.16M5.96%13F-HRTimeline
Heritage Investment Group, Inc.7,557$5.15M0.78%-3013F-HRTimeline
SAXON INTERESTS, INC.7,556$5.15M1.82%-1,94613F-HRTimeline
Pegasus Asset Management, Inc.7,544$5.14M1.58%+613F-HR/ATimeline
WETZEL INVESTMENT ADVISORS, INC.7,502$5.13M2.08%-1013F-HRTimeline
Peak Planning Group, LLC7,513$5.12M1.44%+4,36313F-HRTimeline
Single Point Partners, LLC7,469$5.09M1.01%-2713F-HRTimeline
BlueSky Wealth Advisors, LLC7,456$5.08M0.67%-2013F-HRTimeline
DELTEC ASSET MANAGEMENT LLC7,456$5.08M0.84%-29913F-HRTimeline
ABLE Financial Group, LLC7,453$5.08M1.03%+6513F-HRTimeline
Gunpowder Capital Management, LLC dba O…7,451$5.08M3.95%13F-HRTimeline
M1 Capital Management LLC7,449$5.08M2.12%+6213F-HRTimeline
Aldebaran Financial Inc.7,375$5.07M4.69%-41113F-HRTimeline
AtlasMark Financial, Inc7,430$5.07M3.27%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC143,154$5.07M0.09%+20713F-HRTimeline
BURNEY CO/7,420$5.06M0.16%+1,71813F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP7,401$5.05M0.94%new13F-HRTimelineGroup
Moneda S.A. Administradora General de F…7,396$5.04M4.53%+44213F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding7,395$5.04M-202Timeline
EVERETT HARRIS & CO /CA/7,387$5.04M0.06%+95113F-HRTimeline
Twin Lakes Capital Management, LLC7,380$5.03M2.24%-7513F-HRTimeline
Capital Wealth Alliance, LLC7,247$5.03M2.15%-21613F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp7,367$5.02M0.5%-3113F-HRTimelineGroup
Morse Asset Management, Inc7,360$5.02M1%+9613F-HRTimeline
Objective Capital Management, LLC7,353$5.01M5.1%-15413F-HRTimeline
Pictet North America Advisors SA7,350$5.01M0.48%013F-HRTimeline
Family Legacy, Inc.7,347$5.01M1.5%+3613F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC7,343$5.01M2.92%-59413F-HRTimeline
WorthPointe, LLC7,338$5M1.31%-71913F-HRTimeline
RPS ADVISORY SOLUTIONS LLC7,332$5M2.36%-20613F-HRTimeline
Auxano Advisors, LLC7,331$5M0.99%+43813F-HRTimeline
Journey Beyond Wealth, LLC7,305$4.98M3.96%-1513F-HRTimeline
9823 Capital, L.P.7,300$4.98M3.43%13F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC7,299$4.98M0.31%+1213F-HRTimeline
NWK Group, Inc.7,287$4.97M1.73%-80513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC7,331$4.97M2.28%+42213F-HRTimeline
CATALYST PRIVATE WEALTH, LLC7,265$4.95M2.16%-4613F-HRTimeline
Brookwood Investment Group LLC7,265$4.95M0.6%+70613F-HRTimeline
Chesapeake Wealth Management7,262$4.95M1.48%-27913F-HRTimeline
Alley Investment Management Company, LLC7,254$4.95M0.58%-3413F-HRTimeline
Peachtree Investment Partners, LLC7,249$4.94M1.64%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC7,248$4.94M0.76%+413F-HRTimeline
Rockingstone Advisors LLC7,244$4.94M2.25%-613F-HRTimeline
Ducere Wealth Management LLC7,210$4.92M1.9%13F-HR/ATimeline
SONATA CAPITAL GROUP INC7,209$4.92M1.78%+13813F-HRTimeline
DHJJ Financial Advisors, Ltd.7,197$4.91M1.63%+1613F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …7,194$4.91M0.35%+10713F-HRTimeline
Innova Wealth Partners7,192$4.9M2.47%-8,65613F-HRTimeline
Wealth Watch Advisors, INC7,181$4.9M1.82%+74013F-HRTimeline
McAdam, LLC7,174$4.89M0.22%-41713F-HRTimeline
EAGLE GLOBAL ADVISORS LLC7,173$4.89M0.18%+68813F-HRTimeline
TopTier Wealth Management, LLC7,167$4.89M3.32%13F-HRTimeline
Generation Capital Management LLC7,156$4.88M3.16%+45713F-HRTimeline
Ledyard National Bank7,147$4.87M0.42%-23413F-HRTimeline
Winch Advisory Services, LLC7,144$4.87M1.08%+1713F-HRTimeline
Windsor Capital Management, LLC7,143$4.87M1.34%-91813F-HRTimeline
Hamilton Point Investment Advisors, LLC7,109$4.86M0.74%013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC7,125$4.86M2.08%+2,21513F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC7,122$4.86M0.07%013F-HRTimelineGroup
Harbour Wealth Management Group, Inc.7,122$4.86M3.8%13F-HRTimeline
Jaffetilchin Investment Partners, LLC7,119$4.85M0.28%+74313F-HRTimeline
Financial Perspectives, Inc7,112$4.85M1.31%+5613F-HRTimeline
Abacus Planning Group, Inc.7,105$4.84M0.64%-2913F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC7,073$4.82M0.62%+6213F-HRTimeline
Clear Point Advisors Inc.7,071$4.82M3.74%+23313F-HRTimeline
B & T Capital Management DBA Alpha Capi…7,054$4.81M0.68%-1,08013F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC7,046$4.8M1.09%013F-HR/ATimeline
Resolute Wealth Strategies, LLC7,017$4.79M2.1%+1713F-HRTimeline
Austin Asset Management Co Inc7,016$4.78M0.79%+10413F-HRTimeline
Signature Wealth Management Partners, L…7,015$4.78M2.37%-3013F-HRTimeline
GW&K Investment Management, LLC7,011$4.78M0.04%+1,13213F-HRTimeline
Madden Advisory Services, Inc.7,005$4.78M1.92%-19813F-HRTimeline
Waterfront Wealth Inc.6,898$4.77M0.91%-1113F-HRTimeline
Skaana Management L.P.7,000$4.77M2.6%new13F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.6,993$4.77M0.86%+88213F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC6,981$4.76M0.3%-10913F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding6,976$4.76M-1,217Timeline
Private Wealth Partners, LLC6,932$4.73M0.33%-1,89813F-HRTimeline
Crumly & Associates Inc.6,910$4.71M0.99%-5413F-HRTimeline
Tandem Financial, LLC7,975$4.69M5.66%-8,29513F-HRTimeline
Clarendon Private LLC6,871$4.69M3.97%-2413F-HRTimeline
Midwest Financial Network, LLC6,822$4.65M3.59%+3,63513F-HRTimeline
COURAGE CAPITAL MANAGEMENT LLC6,821$4.65M6.43%013F-HRTimeline
Two Point Capital Management, Inc.6,820$4.65M1.88%-23913F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …6,817$4.65M0.62%+86713F-HRTimeline
Ironclad Investments LLC6,805$4.64M2.17%013F-HRTimeline
RETIREMENT GUYS FORMULA LLC6,804$4.64M2.12%-35313F-HRTimeline
Cedarwood Wealth LLC6,693$4.64M5.17%13F-HRTimeline
Revolve Wealth Partners, LLC6,782$4.62M0.54%-87013F-HRTimeline
BENNETT SELBY INVESTMENTS LP6,772$4.62M1.49%+14513F-HRTimeline
SEMITAM BONAM LLC6,761$4.61M3.84%+14813F-HRTimeline
Alpha Cubed Investments, LLC6,760$4.61M0.16%-36313F-HRTimeline
Tradition Wealth Management, LLC6,752$4.6M0.33%+71413F-HRTimeline
SGL Investment Advisors, Inc.6,792$4.6M1.84%+1,03713F-HRTimeline
RKL Wealth Management LLC6,743$4.6M0.38%-93913F-HRTimeline
Cove Private Wealth, LLC6,732$4.59M1.37%+65913F-HRTimeline
UNITED BANK6,731$4.59M0.61%-713F-HRTimeline
Outlook Wealth Advisors, LLC6,730$4.59M1.04%-12213F-HRTimeline
Cascades Capital Asset Management, LLC6,729$4.59M1.92%+413F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/6,729$4.59M0.25%-5813F-HRTimeline
POLEN CAPITAL MANAGEMENT LLC6,717$4.58M0.02%+4,21013F-HRTimeline
PURSUE WEALTH PARTNERS LLC6,717$4.58M2.23%-80913F-HRTimeline
CPC Advisors, LLC6,710$4.58M0.46%-66013F-HRTimeline
Tennessee Valley Asset Management Partn…6,709$4.58M0.59%-20013F-HRTimeline
STEPH & CO6,704$4.57M1.32%013F-HRTimeline
Avalon Trust Co6,696$4.57M0.3%-56713F-HRTimeline
One Wealth Management Investment & Advi…6,690$4.56M4.98%+56913F-HRTimeline
LIBRA WEALTH LLC6,678$4.55M1.27%013F-HRTimeline
Hillman Capital Management, Inc.6,676$4.55M2.86%new13F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC6,674$4.55M0.23%-7413F-HRTimeline
Comprehensive Financial Consultants Ins…6,672$4.55M1.37%+26913F-HRTimeline
Insight Wealth Strategies, LLC6,667$4.55M0.52%+4713F-HRTimeline
SeaBridge Investment Advisors LLC6,655$4.54M0.75%013F-HRTimeline
Keebeck Wealth Management6,632$4.54M0.52%+6613F-HRTimeline
TOWNSQUARE CAPITAL LLC6,642$4.53M1.02%-11,33813F-HRTimeline
Semus Wealth Partners LLC6,632$4.52M2.44%+1413F-HRTimeline
BridgePort Financial Solutions, LLC6,630$4.52M1.21%-63913F-HRTimeline
Enclave Advisors LLC6,613$4.51M0.64%+513F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE6,602$4.5M1.17%013F-HRTimeline
M.E. ALLISON & CO., INC.6,595$4.5M3.06%-8513F-HRTimeline