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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
CWS Financial Advisors, LLC5,864$3.28M1.04%+313F-HRTimeline
CAPITAL CITY TRUST CO/FL5,862$3.28M0.9%+22613F-HRTimeline
Gemmer Asset Management LLC5,855$3.28M0.33%-11813F-HRTimeline
Towerpoint Wealth, LLC5,844$3.27M1.62%-8313F-HRTimeline
Strait & Sound Wealth Management LLC5,830$3.26M1.52%+64213F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp5,825$3.26M0.02%-3713F-HRTimelineGroup
GW&K Investment Management, LLC5,815$3.25M0.03%-3,02113F-HRTimeline
D L CARLSON INVESTMENT GROUP INC5,812$3.25M0.62%-1,37613F-HRTimeline
Kelman-Lazarov, Inc.5,807$3.25M0.59%-5813F-HRTimeline
Schneider Downs Wealth Management Advis…5,803$3.25M0.59%+72513F-HRTimeline
Westside Investment Management, Inc.5,768$3.23M0.69%+8413F-HRTimeline
Gold Investment Management Ltd.5,764$3.22M1.36%-11413F-HRTimeline
High Falls Advisors, Inc5,749$3.22M0.75%-3713F-HRTimeline
Tillman Hartley LLC5,741$3.21M0.93%013F-HRTimeline
Raab & Moskowitz Asset Management LLC5,740$3.21M0.81%-5413F-HRTimeline
Weaver Consulting Group5,729$3.2M0.97%+113F-HRTimeline
TODD ASSET MANAGEMENT LLC5,725$3.2M0.08%-2,29213F-HRTimeline
Strategic Financial Concepts, LLC5,710$3.19M0.6%+36413F-HRTimeline
LIBRA WEALTH LLC5,703$3.19M1.2%013F-HRTimeline
SkyView Investment Advisors, LLC5,700$3.19M0.48%013F-HRTimeline
Breakwater Capital Group5,681$3.18M0.57%+4213F-HRTimeline
Bellevue Group AGin group Bellevue Group AG5,660$3.17M0.07%013F-HRTimelineGroup
Cornerstone Advisory, LLC5,653$3.16M0.37%+14713F-HRTimeline
First Interstate Bank5,647$3.16M0.19%-70913F-HRTimeline
Parisi Gray Wealth Management5,635$3.15M1.03%-11113F-HRTimeline
DUNCKER STREETT & CO INC5,598$3.13M0.62%-13913F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC5,581$3.12M0.41%+9413F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.5,919$3.1M1.27%-23713F-HRTimeline
GatePass Capital, LLC5,550$3.1M2.32%+87413F-HRTimeline
Greykasell Wealth Strategies, Inc.5,540$3.1M1.65%+12513F-HRTimeline
MEKETA INVESTMENT GROUP INC /ADV10,828$3.09M4.16%+5,30113F-HRTimeline
Fielder Capital Group LLC5,526$3.09M0.89%+3,54413F-HRTimeline
1834 INVESTMENT ADVISORS CO5,511$3.08M0.4%+17813F-HRTimeline
MITCHELL SINKLER & STARR/PA5,495$3.07M0.86%-3513F-HRTimeline
Acropolis Investment Management, LLC5,494$3.07M0.18%-313F-HRTimeline
Checchi Capital Advisers, LLC5,493$3.07M0.22%+10513F-HRTimeline
Roehl & Yi Investment Advisors, LLC5,493$3.07M1.67%+77513F-HRTimeline
Summit Place Financial Advisors, LLC5,493$3.07M1.73%+12113F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.5,477$3.06M0.9%-91313F-HRTimeline
WARNER FINANCIAL, INC5,474$3.06M1.35%+213F-HRTimeline
Transce3nd, LLC5,469$3.06M1.37%-45,32113F-HRTimeline
Capital Research Global Investorsin group Capital Research Global Inves…5,503$3.06M<0.01%+7613F-HRTimelineGroup
Gilbert & Cook, Inc.5,461$3.05M0.44%-11013F-HRTimeline
ARMSTRONG HENRY H ASSOCIATES INC5,456$3.05M0.3%-50013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI5,437$3.04M0.17%+313F-HRTimeline
Robinson Value Management, Ltd.5,436$3.04M1.96%+2,32613F-HRTimeline
Castleview Partners, LLC5,429$3.04M2.06%-91013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC5,388$3.01M1.26%+23613F-HRTimeline
Beaird Harris Wealth Management, LLC5,384$3.01M0.26%+44413F-HRTimeline
Sivia Capital Partners, LLC5,380$3.01M1.4%013F-HRTimeline
Hennion & Walsh Asset Management, Inc.5,378$3.01M0.13%new13F-HRTimeline
SITTNER & NELSON, LLC5,369$3M1.28%+6913F-HRTimeline
Koss-Olinger Consulting, LLC5,355$3M0.25%new13F-HRTimeline
Geometric Wealth Advisors5,349$2.99M0.51%-8013F-HRTimeline
OP Asset Management Ltd5,345$2.99M0.05%13F-HR/ATimeline
MIDDLETON & CO INC/MA5,342$2.99M0.35%-10513F-HRTimeline
TRUE Private Wealth Advisors5,342$2.99M0.36%-24613F-HRTimeline
Mason Investment Advisory Services, Inc.5,341$2.99M0.18%-8113F-HRTimeline
WATERS PARKERSON & CO., LLC5,336$2.98M0.16%+1513F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…5,333$2.98M2.28%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC5,332$2.98M0.62%-813F-HRTimeline
Wood Tarver Financial Group, LLC5,325$2.98M0.97%+16613F-HRTimeline
East Coast Asset Management, LLC.5,319$2.98M1.05%013F-HRTimeline
EAGLE CAPITAL MANAGEMENT LLC5,318$2.97M0.01%-133,65513F-HRTimeline
BURNEY CO/5,311$2.97M0.11%-4,62813F-HRTimeline
EAGLE WEALTH STRATEGIES LLC5,309$2.97M1.82%+113F-HRTimeline
Ironwood Investment Counsel, LLC5,303$2.97M0.51%-65013F-HRTimeline
Yost Capital Management, LP5,300$2.96M4.55%-14,10013F-HRTimeline
Evensky & Katz LLC5,298$2.96M0.2%+23913F-HRTimeline
OBSIDIAN CIO, LLC5,287$2.96M0.48%+1,79113F-HRTimeline
Cove Private Wealth, LLC5,284$2.96M1.55%+54813F-HRTimeline
EPIQ PARTNERS, LLC5,270$2.95M1.56%+113F-HRTimeline
Summit Financial Wealth Advisors, LLC5,255$2.94M0.58%+1613F-HRTimeline
Evergreen Advisors, LLC5,253$2.94M0.82%-61113F-HRTimeline
CONGRESS ASSET MANAGEMENT CO5,245$2.93M0.02%-2,73913F-HRTimeline
1832 Asset Management L.P.5,239$2.93M0.01%-39,40113F-HRTimeline
Financial Synergies Wealth Advisors, In…5,237$2.93M0.36%+28213F-HRTimeline
Fulcrum Equity Management5,236$2.93M3.2%+2,75813F-HRTimeline
Rede Wealth, LLC5,229$2.93M1.03%-2013F-HRTimeline
Paladin Advisory Group, LLC5,225$2.92M2.34%+2313F-HRTimeline
Leeward Financial Partners, LLC5,214$2.92M1.09%-19013F-HRTimeline
Traynor Capital Management, Inc.5,214$2.92M0.25%-1,18513F-HRTimeline
Ameraudi Asset Management, Inc.5,213$2.92M1.67%-45713F-HRTimeline
Rollins Financial Advisors, LLC5,213$2.92M0.51%-88413F-HR/ATimeline
Global Assets Advisory, LLC5,444$2.91M0.55%+3,39513F-HRTimeline
Hassell Wealth Management, LLC5,404$2.91M1.24%-1,50013F-HRTimeline
MCDANIEL TERRY & CO5,203$2.91M0.25%013F-HRTimeline
Wallington Asset Management, LLC5,203$2.91M0.42%-25313F-HRTimeline
Optivise Advisory Services LLC5,193$2.9M1.63%-12313F-HRTimeline
Beaumont Financial Advisors, LLC5,191$2.9M0.23%+31713F-HRTimeline
Lifeworks Advisors, LLC5,181$2.9M0.48%-48713F-HRTimeline
Wealthquest Corp5,175$2.89M0.24%+9413F-HR/ATimeline
WATERSHED PRIVATE WEALTH LLC5,168$2.89M1.16%013F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC5,168$2.89M2.64%13F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp5,159$2.89M0.19%-35013F-HRTimelineGroup
BEARING POINT CAPITAL, LLC5,158$2.89M0.61%+10613F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …5,143$2.88M0.68%+9313F-HRTimelineGroup
Archford Capital Strategies, LLC5,142$2.88M0.42%+1,26513F-HRTimeline
Summit Financial Strategies, Inc.5,135$2.87M0.29%-1613F-HRTimeline
Financial Advisors Network, Inc.5,134$2.87M0.48%-6613F-HRTimeline
Capital Asset Advisory Services LLC5,086$2.87M0.15%-44613F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC5,109$2.87M1.64%+67213F-HRTimeline
BANK OZK5,115$2.86M1.19%+613F-HRTimeline
Shared Vision Wealth Group LLC5,114$2.86M1.56%-313F-HRTimeline
Compass Wealth Management LLC5,111$2.86M0.73%-13413F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP5,098$2.85M0.57%-7613F-HR/ATimeline
Cottage Street Advisors LLC5,087$2.85M1.42%-2813F-HRTimeline
HOLDERNESS INVESTMENTS CO5,087$2.85M0.66%+4013F-HRTimeline
Duncan Williams Asset Management, LLC5,084$2.84M1.03%+72813F-HRTimeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…5,083$2.84M0.52%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC5,047$2.82M0.28%+11413F-HRTimeline
Asset Management Group, Inc.5,036$2.82M0.52%+2213F-HRTimeline
Ironwood Financial, llc5,023$2.81M0.6%-13713F-HRTimeline
ROVIN CAPITAL /UT/ /ADV5,011$2.8M0.9%-913F-HRTimeline
Shaker Financial Services, LLC5,000$2.8M1.09%-4,45413F-HRTimeline
Broderick Brian C5,000$2.8M0.57%-5,60013F-HRTimeline
Miura Global Management, LLC5,000$2.8M4.15%new13F-HRTimeline
Wealth Management Partners, LLC4,998$2.8M1.3%-6413F-HRTimeline
Grange Capital, LLC4,985$2.79M3.25%-14013F-HRTimeline
Safeguard Financial, LLC4,984$2.79M0.61%+70913F-HRTimeline
Asset Allocation & Management Company, …4,979$2.79M1.41%013F-HRTimeline
OPTIMA CAPITAL LLC4,963$2.78M1.77%+1,33113F-HRTimeline
PBMares Wealth Management LLC4,956$2.77M0.55%-313F-HRTimeline
Black Diamond Financial, LLC4,947$2.77M0.42%+19813F-HRTimeline
Center for Financial Planning, Inc.4,947$2.77M0.35%-10513F-HRTimeline
BHK Investment Advisors, LLC4,939$2.76M1.17%013F-HRTimeline
Northstar Group, Inc.4,927$2.76M0.45%+85613F-HRTimeline
Ellevest, Inc.4,925$2.76M0.18%+213F-HRTimeline
Gallo Partners, LP4,925$2.75M1.84%+3,74913F-HRTimeline
Mirador Capital Partners LP4,907$2.74M0.48%+13013F-HRTimeline
Smith Asset Management Co., LLC4,906$2.74M2.59%+89813F-HRTimeline
Peterson Wealth Services4,904$2.74M0.85%-28813F-HRTimeline
LEIGH BALDWIN & CO., LLC4,898$2.74M2.21%+2,03213F-HRTimeline
VEGA INVESTMENT SOLUTIONS4,889$2.73M0.53%new13F-HRTimeline
Centricity Wealth Management, LLC4,879$2.73M2.48%-213F-HRTimeline
Pavion Blue Capital, LLC4,872$2.73M1.3%-813F-HRTimeline
Mathes Company, Inc.4,870$2.72M1.11%013F-HRTimeline
CMT Capital Markets Trading GmbHin group CMT Capital Markets Trading G…4,866$2.72M1.13%-2,60813F-HRTimelineGroup
FORTRESS FINANCIAL GROUP, LLC4,865$2.72M2.72%+5913F-HRTimeline
McAlister, Sweet & Associates, Inc.4,857$2.72M2.06%-4413F-HRTimeline
Harbour Capital Advisors, LLC5,062$2.72M0.67%-23313F-HRTimeline
TBH Global Asset Management, LLC4,851$2.71M0.52%+4413F-HRTimeline
Bangor Savings Bank4,848$2.71M0.26%+5813F-HRTimeline
Private Wealth Group, LLC4,848$2.71M1.59%-413F-HRTimeline
Pacific Center for Financial Services4,848$2.71M0.72%-18,65913F-HRTimeline
Ulland Investment Advisors, LLC4,846$2.71M2.27%-53313F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.4,844$2.71M1.24%+74313F-HRTimeline
Patton Albertson Miller Group, LLC4,843$2.71M0.4%-29513F-HR/ATimeline
SP Asset Management LLC4,842$2.71M0.24%+32913F-HRTimeline
Armstrong, Fleming & Moore, Inc4,827$2.7M3.27%new13F-HRTimeline
SOA Wealth Advisors, LLC.4,818$2.7M0.56%-20713F-HRTimeline
Baldwin Investment Management, LLC4,818$2.7M0.32%-2,32913F-HRTimeline
SEARLE & CO.4,806$2.69M0.77%013F-HRTimeline
Noked Israel Ltdin group Noked Israel Ltd4,794$2.68M0.61%013F-HRTimelineGroup
Williams & Novak Wealth Management, LLC4,776$2.68M2.62%-66913F-HRTimeline
Axis Wealth Partners, LLC4,781$2.67M1.98%+11513F-HRTimeline
Red Door Wealth Management, LLC4,773$2.67M0.39%-1,17913F-HRTimeline
REDW Wealth LLC4,772$2.67M0.99%-1,43113F-HRTimeline
Greenfield Savings Bank4,757$2.66M1.31%+8113F-HRTimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC4,755$2.66M0.06%+113F-HRTimeline
Consolidated Portfolio Review Corp4,754$2.66M0.43%+14013F-HRTimeline
Verus Financial Partners, Inc.4,942$2.66M0.3%-16813F-HRTimeline
Merrion Investment Management Co, LLC4,749$2.66M1.91%-82113F-HRTimeline
Clarity Capital Advisors, LLC4,746$2.65M1.74%+413F-HRTimeline
Horizon Wealth Management, LLC4,737$2.65M0.45%-62013F-HRTimeline
Verum Partners LLC4,735$2.65M0.71%-56813F-HRTimeline
Aveo Capital Partners, LLC4,714$2.65M0.44%-10,01813F-HRTimeline
Altiora Financial Group, LLC4,728$2.64M0.56%+14413F-HRTimeline
Innova Wealth Partners4,713$2.64M1.63%-10,04513F-HRTimeline
First Financial Bankshares Inc4,706$2.63M0.06%-613F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC4,706$2.63M0.36%+8613F-HRTimeline
Olistico Wealth, LLC4,704$2.63M1.63%-16313F-HRTimeline
STALEY CAPITAL ADVISERS INC4,703$2.63M0.12%-5013F-HRTimeline
Aurelius Family Office LLC4,690$2.62M1.33%-1613F-HRTimeline
Longview Financial Advisors, Inc.4,679$2.62M2.25%-8913F-HRTimeline
Comprehensive Financial Consultants Ins…4,671$2.61M0.93%+3,30213F-HRTimeline
Prosperity Planning, Inc.4,671$2.61M0.82%-5913F-HRTimeline
Aviance Capital Partners, LLC4,670$2.61M0.37%-24513F-HRTimeline
Werba Rubin Papier Wealth Management4,666$2.61M0.57%+1,92613F-HRTimeline
AlphaQ Advisors LLC4,664$2.61M6.25%+11113F-HRTimeline
KELLEHER FINANCIAL ADVISORS4,649$2.6M1.04%-1,60413F-HRTimeline
HBW ADVISORY SERVICES LLC4,645$2.6M0.37%+1,01413F-HRTimeline
Smith Salley Wealth Management4,624$2.59M0.17%-1,02713F-HRTimeline
Erickson Financial Group, LLC4,616$2.58M1.93%-36513F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.4,612$2.58M0.21%-113F-HRTimeline
Stokes Family Office, LLC4,610$2.58M0.29%+2513F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV4,607$2.58M0.73%+5113F-HRTimeline
Bull Street Advisors, LLC4,607$2.58M1.23%013F-HRTimeline
Virtus Wealth Solutions LLC4,599$2.57M0.78%+6913F-HRTimeline
MV CAPITAL MANAGEMENT, INC.4,596$2.57M0.28%-72113F-HRTimeline
SGL Investment Advisors, Inc.4,550$2.57M1.33%+91213F-HRTimeline
CADINHA & CO LLC4,583$2.56M0.55%-27113F-HRTimeline
City State Bank4,582$2.56M0.84%+42613F-HRTimeline
Allegiance Financial Group Advisory Ser…4,576$2.56M0.78%-13913F-HRTimeline
MARSHALL & SULLIVAN INC /WA/4,576$2.56M1.3%-613F-HRTimeline
McIlrath & Eck, LLC4,571$2.56M0.31%-74213F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC4,563$2.55M0.75%-62913F-HRTimeline
Tidemark, LLC4,544$2.54M0.93%-22013F-HRTimeline
REDMONT WEALTH ADVISORS LLC4,542$2.54M4.95%-1,31113F-HRTimeline
McElhenny Sheffield Capital Management,…4,534$2.54M0.95%-48,91113F-HRTimeline