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Disclosery

SPY STATE STR SPDR S&P 500 ETF T

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SHS (fund), issuer CIK 884394

4,554 managers (4,604 13F filers) reported a position in SPY shares at 2026-03-31, 568,285,245 shares in all. 125 filers opened a position and 177 filers sold out during the quarter.

Managers
4,554
13F filers
4,604
New
125
Added
1,721
Reduced
2,038
Sold out
177
Shares held by filers
568,285,245

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Cohen Capital Management, Inc.7,936$5.16M0.8%+3313F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…7,911$5.14M0.19%new13F-HRTimelineGroup
MTM Investment Management, LLC7,909$5.14M1.63%-113F-HRTimeline
Tower View Wealth Management LLC7,909$5.14M2.64%+3313F-HRTimeline
Signature Equity Partners, LLC7,881$5.13M2.75%+18213F-HRTimeline
First Financial Bankshares Inc7,878$5.12M0.1%-28213F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC7,874$5.12M0.72%-20013F-HRTimeline
Tradition Wealth Management, LLC7,867$5.12M0.36%+1,11513F-HRTimeline
SYNTAX RESEARCH, INC.7,859$5.11M3.25%+2013F-HRTimeline
Trust Co7,851$5.11M0.48%+4513F-HRTimeline
Resurgent Financial Advisors LLC7,846$5.1M1.86%+2,57513F-HRTimeline
Stairway Partners, LLC7,829$5.09M0.26%013F-HRTimeline
Osbon Capital Management LLC7,823$5.09M4.15%+3,17413F-HRTimeline
Gratus Wealth Advisors, LLC7,821$5.09M0.74%-4,06713F-HRTimeline
American Alpha Advisors, LLC7,809$5.08M2.97%-19713F-HRTimeline
ELCO Management Co., LLC7,796$5.07M2.43%+1,42113F-HRTimeline
AtlasMark Financial, Inc7,430$5.07M3.27%013F-HRTimeline
BHK Investment Advisors, LLC7,782$5.06M1.69%+2913F-HRTimeline
MCDONALD PARTNERS LLC7,781$5.06M1.19%-56413F-HRTimeline
Rialto Wealth Management, LLC7,774$5.06M1.14%+513F-HRTimeline
9823 Capital, L.P.7,761$5.05M3.81%+46113F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …7,731$5.03M0.89%+5,85713F-HRTimelineGroup
SHAPIRO CAPITAL MANAGEMENT LLC7,725$5.02M0.31%-84,65013F-HRTimeline
Iron Gate Global Advisors LLC7,718$5.02M0.53%+5013F-HRTimeline
Smartleaf Asset Management LLC7,941$5.02M0.18%-9,77513F-HRTimeline
HARRIS ASSOCIATES L P7,712$5.02M0.01%+2,67513F-HRTimeline
LITTLE HOUSE CAPITAL LLC7,711$5.01M1.29%-12513F-HRTimeline
Victrix Investment Advisors7,704$5.01M1.82%-25913F-HRTimeline
Q3 Asset Management7,691$5M1.21%-86113F-HRTimeline
FOCUSED ALPHA, LLC7,684$5M1.54%-86413F-HRTimeline
Heirloom Wealth Management7,654$4.98M0.9%new13F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC7,645$4.97M0.01%+2,11513F-HRTimeline
EVERETT HARRIS & CO /CA/7,632$4.96M0.06%+24513F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.7,603$4.96M1.97%+10113F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP7,563$4.92M0.39%-1,46013F-HRTimelineGroup
REBALANCE, LLC7,552$4.91M0.29%-15013F-HRTimeline
Cordatus Wealth Management LLC7,550$4.91M1.17%-3,90313F-HRTimeline
One William Street Capital Management, …7,500$4.88M9.37%new13F-HRTimeline
Peak Planning Group, LLC7,494$4.87M1.35%-1913F-HRTimeline
Single Point Partners, LLC7,484$4.87M0.97%+1513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC7,479$4.86M2.14%+14813F-HR/ATimeline
Pegasus Asset Management, Inc.7,478$4.86M1.55%-6613F-HR/ATimeline
Aldebaran Financial Inc.7,467$4.86M4.61%+9213F-HRTimeline
BANTAMAC CAPITAL, LLC7,457$4.85M3.53%-40213F-HRTimeline
ASR Vermogensbeheer N.V.7,433$4.83M0.06%+4,97013F-HRTimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC7,423$4.83M2.82%-15413F-HRTimeline
FIRST AMERICAN TRUST, FSB7,421$4.83M0.32%-4,29913F-HRTimeline
ABLE Financial Group, LLC7,412$4.82M0.94%-4113F-HRTimeline
WATERS PARKERSON & CO., LLC7,408$4.82M0.25%-1,02613F-HRTimeline
Gunpowder Capital Management, LLC dba O…7,393$4.81M3.65%-5813F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding7,383$4.8M+407Timeline
Chesapeake Wealth Management7,366$4.79M1.47%+10413F-HRTimeline
Arlington Capital Management, Inc.7,359$4.79M2.7%new13F-HRTimeline
Morse Asset Management, Inc7,334$4.77M0.99%-2613F-HRTimeline
Twin Lakes Capital Management, LLC7,327$4.77M2.17%-5313F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding7,323$4.76M+4,622Timeline
TopTier Wealth Management, LLC7,313$4.76M2.92%+14613F-HRTimeline
SONATA CAPITAL GROUP INC7,288$4.74M1.75%+7913F-HRTimeline
Austin Asset Management Co Inc7,279$4.73M0.78%+26313F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC7,259$4.72M2.75%-8413F-HRTimeline
Blankinship & Foster, LLC7,254$4.72M1.04%-30813F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC7,250$4.72M0.29%-4913F-HRTimeline
Auxano Advisors, LLC7,248$4.71M0.94%-8313F-HRTimeline
CATALYST PRIVATE WEALTH, LLC7,237$4.71M2.55%-2813F-HRTimeline
Family Legacy, Inc.7,227$4.7M1.41%-12013F-HRTimeline
Journey Beyond Wealth, LLC7,225$4.7M4.04%-8013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC7,223$4.7M0.73%-2513F-HRTimeline
Marex Group Ltdin group Marex Group Ltd7,223$4.7M0.05%-8,15813F-HRTimelineGroup
NWK Group, Inc.7,200$4.68M1.8%-8713F-HRTimeline
Factorial Partners, LLC7,200$4.68M3.4%new13F-HRTimeline
BOK Financial Private Wealth, Inc.7,170$4.68M0.28%-39113F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding7,189$4.68M-206Timeline
Financial Perspectives, Inc7,182$4.67M1.3%+7013F-HRTimeline
NOVUS ADVISORS, LLC7,181$4.67M10.45%-1,75713F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC7,179$4.67M0.58%+10613F-HRTimeline
Harbour Wealth Management Group, Inc.7,177$4.67M3.51%+5513F-HRTimeline
COURAGE CAPITAL MANAGEMENT LLC7,171$4.66M6.6%+35013F-HRTimeline
Two Point Capital Management, Inc.7,162$4.66M2.03%+34213F-HRTimeline
Platform Technology Partners7,159$4.66M0.9%-1,09513F-HRTimeline
Fluent Financial, LLC6,783$4.65M1.7%+1,10613F-HRTimeline
DHJJ Financial Advisors, Ltd.7,154$4.65M1.54%-4313F-HRTimeline
Peachtree Investment Partners, LLC7,145$4.65M1.77%-10413F-HRTimeline
Resolute Wealth Strategies, LLC7,139$4.64M2%+12213F-HRTimeline
Crumly & Associates Inc.7,135$4.64M0.97%+22513F-HRTimeline
Hamilton Point Investment Advisors, LLC7,109$4.64M0.71%013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC7,122$4.63M0.1%013F-HRTimelineGroup
Abacus Planning Group, Inc.7,112$4.63M0.62%+713F-HRTimeline
M1 Capital Management LLC7,102$4.62M2.13%-34713F-HRTimeline
Rockingstone Advisors LLC7,098$4.62M2.12%-14613F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …7,093$4.61M0.35%-10113F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.7,092$4.61M0.91%+9913F-HRTimeline
Beaird Harris Wealth Management, LLC7,089$4.61M0.31%-1,26913F-HRTimeline
Pictet North America Advisors SA7,087$4.61M0.46%-26313F-HRTimeline
Almanack Investment Partners, LLC.7,082$4.61M0.78%-64213F-HRTimeline
FSM Wealth Advisors, LLC7,077$4.6M0.59%-51413F-HRTimeline
Clarendon Private LLC7,071$4.6M3.53%+20013F-HRTimeline
Jaffetilchin Investment Partners, LLC7,053$4.59M0.27%-6613F-HRTimeline
Ledyard National Bank7,038$4.58M0.4%-10913F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC7,006$4.56M1.06%-4013F-HR/ATimeline
SAGESPRING WEALTH PARTNERS, LLC6,991$4.55M0.08%-136,16313F-HRTimeline
Keebeck Wealth Management6,962$4.54M0.51%+33013F-HRTimeline
Objective Capital Management, LLC6,976$4.54M4.58%-37713F-HRTimeline
Signature Wealth Management Partners, L…6,974$4.54M2.27%-4113F-HRTimeline
McAdam, LLC6,970$4.53M0.2%-20413F-HRTimeline
NOVEM GROUP6,964$4.53M0.52%+1,51313F-HRTimeline
PDS Planning, Inc6,950$4.52M0.3%+93013F-HRTimeline
BlueSky Wealth Advisors, LLC6,946$4.52M0.58%-51013F-HRTimeline
Generation Capital Management LLC6,944$4.52M3.3%-21213F-HRTimeline
Fragasso Financial Advisors Inc6,833$4.5M0.27%+37613F-HRTimeline
Red Door Wealth Management, LLC6,915$4.5M0.47%+44013F-HRTimeline
Madden Advisory Services, Inc.6,897$4.49M1.77%-10813F-HRTimeline
Waterfront Wealth Inc.6,891$4.48M0.82%-713F-HRTimeline
BENNETT SELBY INVESTMENTS LP6,888$4.48M1.57%+11613F-HRTimeline
Tanglewood Legacy Advisors, LLC6,877$4.47M1.62%+48713F-HRTimeline
STEPH & CO6,871$4.47M1.27%+16713F-HRTimeline
B & T Capital Management DBA Alpha Capi…6,863$4.46M0.65%-19113F-HRTimeline
Beacon Financial Advisory LLC6,862$4.46M1.01%+27613F-HRTimeline
Washington Trust Advisors, Inc.6,855$4.46M0.36%-6,98313F-HRTimeline
Charter Oak Capital Management, LLC6,853$4.46M0.35%+30513F-HRTimeline
Bristol Gate Capital Partners Inc.6,850$4.46M0.29%-15,77713F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS6,346$4.45M1.22%013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC6,843$4.45M0.16%-33013F-HRTimeline
Private Wealth Partners, LLC6,837$4.45M0.34%-9513F-HRTimeline
Ironclad Investments LLC6,805$4.43M2.17%013F-HRTimeline
SeaBridge Investment Advisors LLC6,804$4.42M0.75%+14913F-HRTimeline
Thompson David Blair6,795$4.42M2.53%-3,37513F-HRTimeline
M.E. ALLISON & CO., INC.6,795$4.42M2.93%+20013F-HRTimeline
Hennion & Walsh Asset Management, Inc.6,783$4.41M0.15%+1,22013F-HRTimeline
PURSUE WEALTH PARTNERS LLC6,782$4.41M2.64%+6513F-HRTimeline
Alley Investment Management Company, LLC6,780$4.41M0.54%-47413F-HRTimeline
Next Capital Management LLC6,759$4.4M1.33%+56413F-HRTimeline
TOWNSQUARE CAPITAL LLC6,756$4.39M0.99%+11413F-HRTimeline
One Wealth Management Investment & Advi…6,754$4.39M5.29%+6413F-HRTimeline
Insight Wealth Strategies, LLC6,753$4.39M0.49%+8613F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …6,745$4.39M0.59%-7213F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/6,742$4.38M0.25%+1313F-HRTimeline
Cascades Capital Asset Management, LLC6,731$4.38M1.83%+213F-HRTimeline
RKL Wealth Management LLC6,717$4.37M0.39%-2613F-HRTimeline
UPTICK PARTNERS, LLC6,710$4.36M0.87%+79313F-HRTimeline
Cardinal Point Capital Management ULC6,696$4.36M0.27%+1,46413F-HRTimeline
Cedarwood Wealth LLC6,697$4.36M4.4%+413F-HRTimeline
Avalon Trust Co6,680$4.34M0.3%-1613F-HRTimeline
LIBRA WEALTH LLC6,678$4.34M1.22%013F-HRTimeline
SEMITAM BONAM LLC6,678$4.34M3.55%-8313F-HRTimeline
Lynx Investment Advisory6,669$4.34M2.07%+1,56113F-HRTimeline
Enclave Advisors LLC6,666$4.34M0.62%+5313F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC6,646$4.32M1.82%+13513F-HRTimeline
Semus Wealth Partners LLC6,645$4.32M2.41%+1313F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC6,639$4.32M0.23%-1,76113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,631$4.31M0.26%+5013F-HRTimeline
Parkside Investments, LLC6,611$4.3M0.52%+2,66413F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE6,602$4.29M1.07%013F-HRTimeline
Markin Asset Management, LPin group Markin Asset Management, LP6,601$4.29M4.71%+78213F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC6,599$4.29M0.23%-7513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC6,573$4.27M0.26%-40813F-HRTimeline
CPC Advisors, LLC6,566$4.27M0.69%-14413F-HRTimeline
Prasad Wealth Partners, LLC6,543$4.26M1.16%+45713F-HRTimeline
Sunesis Advisors, LLC6,537$4.25M1.92%-2013F-HRTimeline
PINCUS CAPITAL MANAGEMENT, LP6,536$4.25M2.96%013F-HRTimeline
Comprehensive Financial Consultants Ins…6,535$4.25M1.26%-13713F-HRTimeline
Vinland Capital Management Gestora de R…6,523$4.24M69.77%+6,37213F-HRTimeline
American State Bank (Iowa)6,507$4.23M2.03%-113F-HRTimeline
Mengis Capital Management, Inc.6,483$4.22M0.73%-8513F-HRTimeline
North Capital, Inc.6,477$4.21M3.57%+12113F-HRTimeline
Prism Advisors, Inc.6,461$4.2M1.12%-513F-HRTimeline
Institute for Wealth Management, LLC.6,456$4.2M0.45%-3,48313F-HRTimeline
Fiduciary Wealth Partners, LLC6,453$4.2M2.75%-1,32313F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC6,437$4.19M0.18%+35413F-HRTimeline
Ranch Capital Advisors Inc.6,413$4.18M1.53%-113F-HRTimeline
Griffith & Werner, Inc.6,419$4.17M2.07%+7413F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC6,410$4.17M1.16%-1,44113F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC6,404$4.16M0.21%-4713F-HRTimeline
10Elms LLP6,385$4.15M2.62%+2,31313F-HRTimeline
Graves Light Lenhart Wealth, Inc.6,384$4.15M0.43%+113F-HRTimeline
Castleview Partners, LLC6,371$4.14M2.12%+10413F-HRTimeline
BridgePort Financial Solutions, LLC6,369$4.14M1.17%-26113F-HRTimeline
Hemenway Trust Co LLC6,364$4.14M0.33%+3,43113F-HRTimeline
Tennessee Valley Asset Management Partn…6,364$4.14M0.55%-34513F-HRTimeline
Essex LLC6,357$4.13M0.73%+35013F-HRTimeline
Stephenson & Company, Inc.6,351$4.13M2.24%-413F-HRTimeline
Drucker Wealth 3.0, LLC6,349$4.13M0.72%+4813F-HRTimeline
Total Clarity Wealth Management, Inc.6,347$4.13M0.97%-9413F-HRTimeline
Revolve Wealth Partners, LLC6,346$4.13M0.54%-43613F-HRTimeline
M3 Advisory Group, LLC6,346$4.13M2.54%+2113F-HRTimeline
Strategic Planning, Inc.6,325$4.11M2.06%+5513F-HRTimeline
BCM ADVISORS, LLC5,728$4.11M0.81%-34013F-HRTimeline
First Interstate Bank6,323$4.11M0.23%-6613F-HRTimeline
DDD Partners, LLC6,322$4.11M0.29%+8013F-HRTimeline
Curbstone Financial Management Corp6,299$4.1M0.78%-20013F-HRTimeline
Orgel Wealth Management, LLC6,278$4.08M0.09%+1513F-HRTimeline
Element Wealth, LLC6,274$4.08M1.69%-2713F-HRTimeline
Tillman Hartley LLC6,261$4.07M1.02%013F-HRTimeline
Permanens Capital L.P.6,233$4.06M0.52%+1,52613F-HRTimeline
Councilmark Asset Management, LLC6,245$4.06M2.33%013F-HRTimeline
Horizon Wealth Management, LLC6,238$4.06M0.59%+3313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC6,231$4.05M1.45%-2013F-HRTimeline
F&V Capital Management, LLC6,219$4.04M0.85%+15013F-HRTimeline
EWA, LLC6,217$4.04M0.92%-29113F-HRTimeline
GR FINANCIAL GROUP, LLC6,215$4.04M1.34%+2,41213F-HRTimeline
DELTEC ASSET MANAGEMENT LLC6,209$4.04M0.74%-1,24713F-HRTimeline