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Disclosery

SPY STATE STR SPDR S&P 500 ETF T

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SHS (fund), issuer CIK 884394

4,630 managers (4,674 13F filers) reported a position in SPY shares at 2026-06-30, 603,030,824 shares in all. 187 filers opened a position and 124 filers sold out during the quarter.

Managers
4,630
13F filers
4,674
New
187
Added
1,811
Reduced
1,935
Sold out
124
Shares held by filers
603,030,824

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Tranquilli Financial Advisor LLC6,206$4.63M2.49%+74013F-HRTimeline
DELTEC ASSET MANAGEMENT LLC6,205$4.63M0.68%-413F-HRTimeline
Investment Insight Wealth Management, L…6,197$4.63M4.01%+2113F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC6,191$4.62M0.71%+5,48613F-HRTimeline
Elm Partners Management LLC6,182$4.62M0.14%-1213F-HR/ATimeline
Curbstone Financial Management Corp6,163$4.6M0.78%-13613F-HRTimeline
WJ Financial Advisors LLC6,154$4.6M3.38%+7413F-HRTimeline
F&V Capital Management, LLC6,149$4.59M0.85%-7013F-HRTimeline
Total Clarity Wealth Management, Inc.6,149$4.59M0.89%-19813F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…6,147$4.59M0.68%+39113F-HRTimeline
Pullen Investment Management, LLC6,143$4.59M2.12%-2213F-HRTimeline
Resurgent Financial Advisors LLC6,137$4.58M1.28%-1,70913F-HRTimeline
Capital Wealth Alliance, LLC6,127$4.57M2.12%-213F-HRTimeline
Forza Wealth Management, LLC6,121$4.57M1.4%013F-HRTimeline
Prairie Wealth Advisors, Inc.0$4.55M1.09%013F-HRTimelineAmount filed as zero, left out of ratios.
SUMMITRY LLC6,085$4.54M0.15%new13F-HRTimeline
Edge Wealth Management LLC6,078$4.54M0.76%-6613F-HRTimeline
Smith Salley Wealth Management6,075$4.54M0.2%-2,05013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC6,063$4.53M1.08%-34713F-HRTimeline
Permanens Capital L.P.6,043$4.52M0.47%-19013F-HRTimeline
Clearview Wealth Management LLC6,055$4.52M2.91%-5213F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC6,048$4.52M1.17%+13913F-HRTimeline
Anchor Investment Management, LLC6,046$4.51M0.34%-1,90313F-HRTimeline
Silvant Capital Management LLC6,045$4.51M0.13%013F-HRTimeline
Regent Peak Wealth Advisors LLC6,043$4.51M0.84%-2,95613F-HRTimeline
SNOWWATER INVESTMENT PARTNERS, LLC6,026$4.51M3.12%+113F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.6,040$4.51M0.02%013F-HRTimelineGroup
Optivise Advisory Services LLC6,036$4.51M2.29%+10813F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA6,035$4.51M2.33%013F-HRTimeline
Fielder Capital Group LLC6,028$4.5M0.97%+83413F-HRTimeline
Opal Wealth Advisors, LLC6,026$4.5M0.97%+64613F-HRTimeline
Smith Asset Management Co., LLC6,014$4.49M3.53%+3313F-HRTimeline
Verum Partners LLC6,013$4.49M0.68%+59313F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC6,009$4.49M0.05%-4,67713F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…6,007$4.49M2.72%-3613F-HRTimeline
Spinnaker Investment Group, LLC6,004$4.48M0.72%+2,60913F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC6,001$4.48M2.14%-1,25813F-HRTimeline
CMT Capital Markets Trading GmbHin group CMT Capital Markets Trading G…5,997$4.48M2.34%-2,21913F-HRTimelineGroup
Cornerstone Advisory, LLC5,988$4.47M0.37%+16213F-HRTimeline
Affiance Financial, LLC5,966$4.46M0.64%-16413F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS6,346$4.45M1.22%013F-HRTimeline
Summit Financial Wealth Advisors, LLC5,961$4.45M0.57%+7013F-HRTimeline
Kathmere Capital Management, LLC5,943$4.44M0.24%+17713F-HRTimeline
LOM Asset Management Ltd5,939$4.44M1.15%+2713F-HRTimeline
CWS Financial Advisors, LLC5,928$4.43M0.98%+1513F-HRTimeline
Prosperity Planning, Inc.5,927$4.43M1.01%-17013F-HRTimeline
Kohlberg Kravis Roberts & Co. L.P.in group KKR5,920$4.42M0.08%new13F-HRTimelineGroup
Kelman-Lazarov, Inc.5,917$4.42M0.58%-713F-HRTimeline
Weaver Consulting Group5,915$4.42M0.91%+14313F-HRTimeline
Costello Asset Management, INC5,913$4.42M1.33%+2,22613F-HRTimeline
Sterling Capital Management LLC5,910$4.41M0.07%013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD5,894$4.4M0.2%+31713F-HRTimeline
Climber Capital SA5,900$4.4M2.69%+55013F-HRTimeline
FIRST UNITED BANK & TRUST5,864$4.38M1.26%-15713F-HRTimeline
Jones Kertz & Associates, Inc.5,863$4.38M2.02%-19513F-HRTimeline
Interchange Capital Partners, LLC5,859$4.38M0.82%-15113F-HRTimeline
RETIREMENT GUYS FORMULA LLC5,858$4.37M1.65%+17613F-HRTimeline
Horizon Investment Services, LLC5,837$4.36M1.21%-18313F-HRTimeline
FAGAN ASSOCIATES, INC.5,829$4.35M0.54%-513F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…5,823$4.35M0.26%-4213F-HRTimeline
Gold Investment Management Ltd.5,824$4.35M1.18%-13513F-HRTimeline
Element Wealth, LLC5,809$4.34M1.63%-46513F-HRTimeline
Summit Place Financial Advisors, LLC5,808$4.34M1.9%+3513F-HRTimeline
Investmark Advisory Group LLC5,808$4.34M1.65%+6313F-HRTimeline
Per Stirling Capital Management, LLC.5,806$4.34M0.41%-4313F-HRTimeline
ALTFEST L J & CO INC5,804$4.33M0.42%-9913F-HRTimeline
Security Financial Services, INC.5,788$4.32M0.6%+5413F-HRTimeline
Wynn Capital, LLC5,779$4.32M1.93%-3813F-HRTimeline
OFC FINANCIAL PLANNING, LLC5,772$4.31M3.83%013F-HRTimeline
MOR Wealth Management, LLC5,771$4.31M1.72%+45213F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC5,753$4.31M0.35%013F-HRTimeline
Fortis Capital Management LLC5,757$4.3M0.48%-39513F-HRTimeline
Farmers National Bank5,739$4.29M0.89%-38913F-HRTimeline
North Capital, Inc.5,734$4.28M3.23%-74313F-HRTimeline
Greenfield Savings Bank5,727$4.28M1.62%+4813F-HRTimeline
Harvest Investment Services, LLC5,727$4.28M0.66%+9613F-HRTimeline
Paradigm, Strategies in Wealth Manageme…5,723$4.27M2.6%-6513F-HRTimeline
FourThought Financial Partners, LLC5,715$4.27M0.33%-8013F-HRTimeline
BCM ADVISORS, LLC5,771$4.26M0.83%+4313F-HRTimeline
Beaumont Financial Advisors, LLC5,709$4.26M0.27%+68213F-HRTimeline
PARK NATIONAL CORP /OH/5,673$4.24M0.12%-23813F-HRTimeline
Crumly & Associates Inc.5,653$4.22M0.81%-1,48213F-HRTimeline
NOVEM GROUP5,646$4.22M0.43%-1,31813F-HRTimeline
Windsor Capital Management, LLC5,627$4.2M1.09%-35413F-HRTimeline
PlanVest Financial, Inc5,625$4.2M2.81%+26013F-HRTimeline
BWM Planning, LLC5,624$4.2M0.97%+1,30413F-HRTimeline
BEARING POINT CAPITAL, LLC5,614$4.19M0.57%+1,62713F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC5,611$4.19M0.51%+5913F-HRTimeline
Breakwater Capital Group5,609$4.19M0.5%-57813F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC5,614$4.19M0.48%-4213F-HRTimeline
Briggs Wealth Management, Inc5,600$4.18M3.82%-10213F-HRTimeline
One Wealth Management Investment & Advi…5,588$4.17M4.38%-1,16613F-HRTimeline
Pacific Wealth Strategies Group, Inc.5,580$4.17M2.39%-19,41613F-HRTimeline
Northstar Group, Inc.5,574$4.16M0.54%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp5,565$4.16M0.2%-10713F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC5,559$4.15M0.31%+41813F-HRTimeline
WealthShield Partners, LLC5,535$4.14M0.63%-3,59713F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC5,546$4.14M0.34%+43713F-HRTimeline
Atomic Invest LLC5,570$4.13M0.36%+4,65613F-HRTimeline
CITY HOLDING CO5,524$4.13M0.47%-7613F-HRTimeline
Moss Adams Wealth Advisors LLC5,507$4.12M0.26%-14713F-HRTimeline
Custos Family Office, LLC5,521$4.12M2.48%+613F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK5,520$4.12M0.52%013F-HRTimelineGroup
BridgePort Financial Solutions, LLC5,514$4.12M1.05%-85513F-HRTimeline
Cooper Financial Group5,503$4.11M0.34%+8613F-HRTimeline
SABBY MANAGEMENT, LLC5,500$4.11M34.17%+2,76613F-HRTimeline
Mason & Associates, LLC5,496$4.1M0.85%-2913F-HRTimeline
Wealthquest Corp5,488$4.1M0.26%+53513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC5,481$4.09M0.39%+313F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.5,477$4.09M1.17%-13113F-HRTimeline
Sound Income Strategies, LLC5,455$4.07M0.18%+4213F-HRTimeline
Realta Investment Advisors5,452$4.07M1.27%+1,22313F-HRTimeline
Sunbeam Capital Management, LLC5,451$4.07M1.86%+4,53013F-HRTimeline
Patriot Financial Group Insurance Agenc…5,447$4.07M0.42%-5,81513F-HRTimeline
Ballast Rock Private Wealth LLC5,431$4.07M1.88%+12513F-HRTimeline
Roehl & Yi Investment Advisors, LLC5,440$4.06M1.34%013F-HRTimeline
Kagan Cocozza Asset Management5,438$4.06M2.54%-4913F-HRTimeline
JGP Wealth Management, LLC5,436$4.06M0.36%+1413F-HRTimeline
Hassell Wealth Management, LLC5,445$4.06M1.24%+1413F-HRTimeline
EPACRIA CAPITAL PARTNERS, LLC5,432$4.06M3.13%013F-HRTimeline
Coign Capital Advisors LLC5,424$4.05M1.82%-5013F-HRTimeline
Wood Tarver Financial Group, LLC5,423$4.05M0.96%+8513F-HRTimeline
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I…5,417$4.05M2.84%+613F-HRTimeline
Greykasell Wealth Strategies, Inc.5,411$4.04M1.47%+5513F-HRTimeline
Vawter Financial, Ltd.5,410$4.04M1.52%-4113F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC5,397$4.03M0.38%+913F-HRTimeline
Ellevest, Inc.5,452$4.02M0.47%+15513F-HRTimeline
Sivia Capital Partners, LLC5,379$4.02M0.49%013F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC5,378$4.02M2.76%+20713F-HRTimeline
Ironwood Investment Counsel, LLC5,375$4.01M0.53%-36413F-HRTimeline
Curran Financial Partners, LLC5,365$4.01M0.6%-5613F-HRTimeline
SITTNER & NELSON, LLC5,355$4M1.26%-8513F-HRTimeline
Marble Wealth, LLC5,342$3.99M0.61%-913F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK5,334$3.98M0.32%13F-HRTimeline
United Community Bankin group United Community Bank5,328$3.98M1.23%+1,79913F-HRTimelineGroup
WATERSHED PRIVATE WEALTH LLC5,309$3.96M1.12%013F-HRTimeline
PUREfi Wealth, LLC5,306$3.96M2.18%-36113F-HRTimeline
Alamea Verwaltungs GmbH5,301$3.96M3.16%013F-HRTimeline
Parcion Private Wealth LLC5,299$3.96M0.22%-72413F-HRTimeline
Octavia Wealth Advisors, LLC5,281$3.95M0.34%-77013F-HRTimeline
Dunhill Financial, LLC5,285$3.95M0.81%-41213F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC5,274$3.94M0.18%-1,32513F-HRTimeline
ALTA CAPITAL MANAGEMENT LLC/5,274$3.94M0.29%+4,07813F-HRTimeline
Cascade Financial Partners, LLC5,271$3.94M0.34%-4813F-HRTimeline
Mason Investment Advisory Services, Inc.5,257$3.93M0.15%+613F-HRTimeline
Gilbert & Cook, Inc.5,252$3.92M0.45%-5513F-HRTimeline
T3 Companies, LLCin group T3 Companies, LLC5,250$3.92M4.48%+4,79913F-HRTimelineGroup
Financial Advisors Network, Inc.5,243$3.92M0.48%+6813F-HRTimeline
1 NORTH WEALTH SERVICES LLC5,238$3.91M1.28%+6313F-HRTimeline
Gemmer Asset Management LLC5,233$3.91M0.26%-38413F-HRTimeline
GW&K Investment Management, LLC5,217$3.9M0.03%-43113F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP5,210$3.89M0.93%-22,17113F-HRTimeline
Hyposwiss Advisors SA5,182$3.87M3.67%-4,95013F-HRTimeline
Rede Wealth, LLC5,179$3.87M1.28%-1013F-HRTimeline
Koss-Olinger Consulting, LLC5,165$3.86M0.3%+86613F-HRTimeline
Rice Partnership, LLC5,162$3.85M0.47%-23213F-HRTimeline
Wealth Management Partners, LLC5,162$3.85M0.91%+913F-HRTimeline
Reynders McVeigh Capital Management, LLC5,157$3.85M0.17%-24613F-HRTimeline
Goldstein Advisors, LLC5,154$3.85M0.35%+1,32213F-HRTimeline
Patton Albertson Miller Group, LLC5,138$3.84M0.38%-11413F-HRTimeline
WARNER FINANCIAL, INC5,131$3.83M1.13%-913F-HRTimeline
HOLDERNESS INVESTMENTS CO5,125$3.83M0.64%-6313F-HRTimeline
Leeward Financial Partners, LLC5,111$3.82M1%+1213F-HRTimeline
JM2 Capital Inc.5,107$3.81M2.62%+8313F-HRTimeline
Hurley Capital, LLC5,103$3.81M1.97%+40313F-HRTimeline
Alpha Wealth Funds, LLC5,103$3.81M2.36%+18813F-HRTimeline
Bangor Savings Bank5,095$3.8M0.28%-13413F-HRTimeline
Hilltop National Bank5,087$3.8M0.81%+10013F-HRTimeline
Aviance Capital Partners, LLC5,085$3.8M0.39%+4513F-HRTimeline
Raab & Moskowitz Asset Management LLC5,084$3.8M0.76%-1513F-HRTimeline
Northwest Bancshares, Inc.5,079$3.79M0.68%-90613F-HRTimeline
EAGLE WEALTH STRATEGIES LLC5,077$3.79M1.45%+2713F-HRTimeline
JSF Financial, LLC5,073$3.79M0.61%+2,35713F-HRTimeline
SIERRA SUMMIT ADVISORS LLC5,070$3.79M0.42%+41613F-HRTimeline
RIA Advisory Group LLC5,061$3.78M0.84%-16,31313F-HRTimeline
Sharper & Granite LLC5,058$3.78M1.17%-5,19013F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …5,057$3.78M1.84%-15,40013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC5,052$3.77M1.01%-38713F-HRTimeline
Pavion Blue Capital, LLC5,051$3.77M1.52%-2113F-HRTimeline
EPIQ PARTNERS, LLC5,048$3.77M1.6%-5613F-HRTimeline
LGT Financial Advisors LLC5,045$3.77M19.92%+213F-HRTimeline
Madrid Wealth Management, LLC5,043$3.77M2.47%+413F-HRTimeline
BCS Wealth Management5,036$3.76M0.68%+54013F-HRTimeline
Integrated Financial Solutions, Inc.5,011$3.74M2.02%-19813F-HRTimeline
Confluence Wealth Services, Inc.5,004$3.74M0.11%+1313F-HRTimeline
Main Street Group, LTD5,000$3.73M0.87%-4013F-HRTimeline
Broderick Brian C5,000$3.73M0.58%013F-HRTimeline
INTREPID FAMILY OFFICE LLC5,000$3.73M3.44%new13F-HRTimeline
Willis Johnson & Associates, Inc.4,999$3.73M0.21%-5,04913F-HRTimeline
Private Wealth Group, LLC4,994$3.73M1.44%013F-HRTimeline
Mirador Capital Partners LP4,988$3.72M0.46%+8413F-HRTimeline
STRATEGIC INVESTMENT MANAGEMENT, LLC4,980$3.72M1.28%-93013F-HRTimeline
SEARLE & CO.4,976$3.72M0.83%+52613F-HRTimeline
DAVIDSON TRUST CO4,969$3.71M1.45%-2613F-HRTimeline
Strait & Sound Wealth Management LLC4,963$3.71M1.3%-11413F-HRTimeline
Freestate Advisors LLC4,958$3.7M2.77%+3313F-HRTimeline
Canal Capital Management, LLC4,939$3.69M0.45%+96513F-HRTimeline
Trust Co of the South4,935$3.69M0.52%+10013F-HRTimeline
Verus Financial Partners, Inc.4,926$3.68M0.31%-813F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV4,920$3.67M0.73%-6013F-HRTimeline