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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
FAGAN ASSOCIATES, INC.5,834$3.6M0.56%-31213F-HRTimeline
K.J. Harrison & Partners Inc5,830$3.6M0.6%-31313F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK6,278$3.6M0.33%013F-HRTimeline
Summit Financial Wealth Advisors, LLC5,818$3.59M0.64%+56313F-HRTimeline
ROBERTS GLORE & CO INC /IL/5,816$3.59M1.05%-20113F-HRTimeline
Breed's Hill Capital LLC5,813$3.59M1.73%-82913F-HRTimeline
EWA, LLC5,799$3.58M1.13%+4,56313F-HRTimeline
Patriot Financial Group Insurance Agenc…5,798$3.58M0.41%-27813F-HRTimeline
CAPITAL CITY TRUST CO/FL5,788$3.58M0.93%-7413F-HRTimeline
CERTUITY, LLC5,787$3.58M0.34%-22613F-HRTimeline
SC&H Financial Advisors, Inc.5,786$3.57M0.61%-68013F-HRTimeline
Next Capital Management LLC5,776$3.57M1.32%-11113F-HRTimeline
Castleview Partners, LLC5,759$3.56M2.29%+33013F-HRTimeline
Willis Johnson & Associates, Inc.5,754$3.55M0.24%-21513F-HRTimeline
Acropolis Investment Management, LLC5,744$3.55M0.19%+25013F-HRTimeline
Tillman Hartley LLC5,741$3.55M1%013F-HRTimeline
Weaver Consulting Group5,731$3.54M0.98%+213F-HRTimeline
Kelman-Lazarov, Inc.5,729$3.54M0.57%-7813F-HRTimeline
Gemmer Asset Management LLC5,714$3.53M0.31%-14113F-HRTimeline
Smith Asset Management Co., LLC5,704$3.52M3.04%+79813F-HRTimeline
Curbstone Financial Management Corp5,703$3.52M0.72%+1,81013F-HRTimeline
OPTIMA CAPITAL LLC5,686$3.52M1.89%+72313F-HRTimeline
BURNEY CO/5,687$3.51M0.12%+37613F-HRTimeline
Breakwater Capital Group5,675$3.51M0.57%-613F-HRTimeline
SkyView Investment Advisors, LLC5,700$3.5M0.5%013F-HRTimeline
Wood Tarver Financial Group, LLC5,661$3.5M1.05%+33613F-HRTimeline
Ironwood Investment Counsel, LLC5,659$3.5M0.54%+35613F-HRTimeline
Wallington Asset Management, LLC5,642$3.49M0.49%+43913F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC5,641$3.49M2.86%+1,42613F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI5,641$3.49M0.21%+20413F-HRTimeline
DUNCKER STREETT & CO INC5,632$3.48M0.64%+3413F-HRTimeline
Gilbert & Cook, Inc.5,618$3.47M0.47%+15713F-HRTimeline
Cornerstone Advisory, LLC5,614$3.47M0.37%-3913F-HRTimeline
Raab & Moskowitz Asset Management LLC5,614$3.47M0.83%-12613F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC5,597$3.46M0.13%-2,44913F-HRTimeline
HOLDERNESS INVESTMENTS CO5,595$3.46M0.74%+50813F-HRTimeline
OBSIDIAN CIO, LLC5,585$3.45M0.5%+29813F-HRTimeline
Hassell Wealth Management, LLC5,421$3.44M1.26%+1713F-HRTimeline
First County Bank /CT/5,547$3.43M1.84%-33713F-HRTimeline
Parisi Gray Wealth Management5,543$3.42M0.98%-9213F-HRTimeline
Northstar Group, Inc.5,524$3.41M0.53%+59713F-HRTimeline
Summit Place Financial Advisors, LLC5,518$3.41M1.72%+2513F-HRTimeline
BEARING POINT CAPITAL, LLC5,517$3.41M0.63%+35913F-HRTimeline
1834 INVESTMENT ADVISORS CO5,511$3.41M0.43%013F-HRTimeline
MITCHELL SINKLER & STARR/PA5,495$3.4M1.62%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC5,488$3.39M0.38%-9313F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.5,463$3.38M1.4%+61913F-HRTimeline
Financial Advisors Network, Inc.5,463$3.38M0.51%+32913F-HRTimeline
Roehl & Yi Investment Advisors, LLC5,455$3.37M1.73%-3813F-HRTimeline
Octavia Wealth Advisors, LLC5,435$3.37M0.38%-63313F-HRTimeline
Hennion & Walsh Asset Management, Inc.5,439$3.36M0.14%+6113F-HRTimeline
Empowered Funds, LLC5,435$3.36M0.04%-10,66613F-HRTimeline
EPACRIA CAPITAL PARTNERS, LLC5,432$3.36M2.8%-9,56813F-HRTimeline
WATERSHED PRIVATE WEALTH LLC5,400$3.34M1.21%+23213F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC5,410$3.33M1.68%+30113F-HRTimeline
REDMONT WEALTH ADVISORS LLC5,391$3.33M4.89%+84913F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC5,380$3.32M0.39%+3,03113F-HRTimeline
Sivia Capital Partners, LLC5,379$3.32M1.13%-113F-HR/ATimeline
Beaird Harris Wealth Management, LLC5,375$3.32M0.26%-913F-HRTimeline
SITTNER & NELSON, LLC5,370$3.32M1.33%+113F-HRTimeline
One Wealth Management Investment & Advi…5,359$3.31M4.27%+2,81713F-HRTimeline
MIDDLETON & CO INC/MA5,351$3.31M0.37%+913F-HRTimeline
OP Asset Management Ltd5,345$3.3M0.05%013F-HR/ATimeline
WATERS PARKERSON & CO., LLC5,336$3.3M0.16%013F-HRTimeline
Fortitude Financial, LLC56,090$3.3M2.93%+54,56613F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…5,333$3.29M2.46%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC5,323$3.29M0.61%-913F-HRTimeline
Caitlin John, LLC5,322$3.29M3%+2,98613F-HRTimeline
HARMONY ASSET MANAGEMENT LLC5,316$3.28M1.23%-7213F-HRTimeline
EAGLE WEALTH STRATEGIES LLC5,311$3.28M1.84%+213F-HRTimeline
Evensky & Katz LLC5,302$3.28M0.2%+413F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.5,297$3.27M0.89%-18013F-HRTimeline
Bangor Savings Bank5,295$3.27M0.29%+44713F-HRTimeline
Greykasell Wealth Strategies, Inc.5,291$3.27M1.57%-24913F-HRTimeline
Wealthquest Corp5,290$3.27M0.26%+11513F-HRTimeline
Mason Investment Advisory Services, Inc.5,286$3.27M0.18%-5513F-HRTimeline
Park Square Financial Group, LLC5,272$3.26M2.36%-1,57913F-HRTimeline
Outlook Wealth Advisors, LLC5,270$3.26M0.84%+97013F-HRTimeline
WMG Financial Advisors, LLC5,261$3.25M1.2%+2,26613F-HRTimeline
POWER WEALTH MANAGEMENT LLC5,248$3.24M1.25%-1,96513F-HRTimeline
Omega Financial Group, LLC5,239$3.24M1.17%-2,52313F-HRTimeline
Evergreen Advisors, LLC5,232$3.23M0.86%-2113F-HRTimeline
Summit Financial Strategies, Inc.5,227$3.23M0.3%+9213F-HRTimeline
East Coast Asset Management, LLC.5,206$3.22M1.07%-11313F-HRTimeline
MCDANIEL TERRY & CO5,203$3.21M0.26%013F-HRTimeline
Fielder Capital Group LLC5,201$3.21M0.86%-32513F-HRTimeline
Shared Vision Wealth Group LLC5,082$3.21M1.6%-3213F-HRTimeline
Bordeaux Wealth Advisors LLC5,192$3.21M0.41%+2,98013F-HRTimeline
Paladin Advisory Group, LLC5,189$3.21M2.45%-3613F-HRTimeline
Verus Financial Partners, Inc.5,116$3.19M0.33%+17413F-HRTimeline
Leeward Financial Partners, LLC5,164$3.19M1.01%-5013F-HRTimeline
Financial Synergies Wealth Advisors, In…5,157$3.19M0.35%-8013F-HRTimeline
Cooper Financial Group5,154$3.18M0.37%-1,05213F-HRTimeline
WARNER FINANCIAL, INC5,137$3.17M1.31%-33713F-HRTimeline
Duncan Williams Asset Management, LLC5,129$3.17M1%+4513F-HR/ATimeline
Strait & Sound Wealth Management LLC5,125$3.17M1.34%-70513F-HRTimeline
BANK OZK5,120$3.16M1.21%+513F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP5,106$3.15M0.55%+813F-HRTimeline
Beta Wealth Group, Inc.5,097$3.15M1.15%+2,42813F-HRTimeline
Ceeto Capital Group, LLC5,080$3.15M1.1%new13F-HRTimeline
Greenfield Savings Bank5,091$3.15M1.43%+33413F-HRTimeline
Harbour Capital Advisors, LLC5,062$3.14M0.66%013F-HRTimeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…5,083$3.14M0.58%013F-HRTimeline
Morton Capital Management LLC/CA5,082$3.14M0.56%+58713F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.5,078$3.14M0.23%-1,10413F-HRTimelineGroup
Beaumont Financial Advisors, LLC5,075$3.14M0.23%-11613F-HRTimeline
EPIQ PARTNERS, LLC5,069$3.13M1.6%-20113F-HRTimeline
Madrona Financial Services, LLC5,062$3.13M0.75%+57413F-HRTimeline
Welch Group, LLC5,052$3.12M0.13%+1,35213F-HRTimeline
Wealth Management Partners, LLC5,019$3.12M1.1%+2113F-HRTimeline
ROVIN CAPITAL /UT/ /ADV5,037$3.11M0.94%+2613F-HRTimeline
Rede Wealth, LLC5,033$3.11M1.12%-19613F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC5,016$3.1M0.29%-3113F-HRTimeline
Compass Wealth Management LLC5,010$3.1M0.74%-10113F-HRTimeline
Asset Management Group, Inc.5,008$3.09M0.54%-2813F-HRTimeline
Pavion Blue Capital, LLC5,002$3.09M1.37%+13013F-HRTimeline
Broderick Brian C5,000$3.09M0.61%013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV4,998$3.09M0.99%+3,60213F-HRTimeline
LGT Financial Advisors LLC4,996$3.09M7.83%+1,41013F-HRTimeline
Patton Albertson Miller Group, LLC4,993$3.08M0.41%+15013F-HRTimeline
Center for Financial Planning, Inc.4,980$3.08M0.35%+3313F-HRTimeline
Asset Allocation & Management Company, …4,979$3.08M1.42%013F-HRTimeline
Lion Street Advisors, LLC4,965$3.07M0.93%+47913F-HRTimeline
Black Diamond Financial, LLC4,961$3.07M0.48%+1413F-HRTimeline
PBMares Wealth Management LLC4,957$3.06M0.56%+113F-HRTimeline
Cottage Street Advisors LLC4,937$3.05M1.59%-15013F-HRTimeline
Virtus Wealth Solutions LLC4,924$3.04M0.63%+32513F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC4,895$3.02M2.56%+3013F-HRTimeline
VEGA INVESTMENT SOLUTIONS4,889$3.02M0.71%013F-HRTimeline
Smith Salley Wealth Management4,886$3.02M0.17%+26213F-HRTimeline
Centricity Wealth Management, LLC4,878$3.01M2.41%-113F-HRTimeline
Sound Income Strategies, LLC4,872$3.01M0.17%-1,46113F-HRTimeline
Rollins Financial Advisors, LLC4,866$3.01M0.48%-34713F-HRTimeline
SP Asset Management LLC4,861$3M0.25%+1913F-HRTimeline
SEARLE & CO.4,850$3M0.85%+4413F-HRTimeline
Private Wealth Group, LLC4,848$3M1.59%013F-HRTimeline
MANCHESTER FINANCIAL INC4,834$2.99M0.63%+1,40013F-HRTimeline
Ameraudi Asset Management, Inc.4,833$2.99M1.57%-38013F-HRTimeline
Integrated Financial Solutions, Inc.4,833$2.99M2.54%13F-HRTimeline
Spectrum Wealth Advisory Group, LLC4,813$2.97M1.38%-1,26313F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC4,813$2.97M1.35%+63813F-HRTimeline
SOA Wealth Advisors, LLC.4,810$2.97M0.56%-813F-HRTimeline
Werba Rubin Papier Wealth Management4,806$2.97M0.56%+14013F-HRTimeline
Noked Israel Ltdin group Noked Israel Ltd4,794$2.96M0.55%013F-HRTimelineGroup
Ellevest, Inc.4,793$2.96M0.47%-13213F-HRTimeline
Advanced Asset Management Advisors Inc4,787$2.96M0.8%+36413F-HRTimeline
Mathes Company, Inc.4,780$2.95M1.1%-9013F-HRTimeline
Pacific Center for Financial Services4,776$2.95M0.8%-7213F-HRTimeline
Gladwyn Financial Advisors, Inc.4,768$2.95M2.28%13F-HRTimeline
FORTEM FINANCIAL GROUP, LLC4,768$2.95M0.95%+1,88613F-HRTimeline
Chicago Wealth Management, Inc.4,767$2.95M1.4%+33113F-HRTimeline
Trilogy Capital Inc.4,759$2.94M0.14%-18,10013F-HRTimeline
Clarity Capital Advisors, LLC4,749$2.93M1.71%+313F-HRTimeline
Axis Wealth Partners, LLC4,747$2.93M1.93%-3413F-HRTimeline
SGL Investment Advisors, Inc.4,715$2.92M1.39%+16513F-HRTimeline
KELLEHER FINANCIAL ADVISORS4,724$2.92M1.01%+7513F-HRTimeline
Rydar Equities, Inc.4,719$2.92M2.3%13F-HRTimeline
Buck Wealth Strategies, LLC4,715$2.91M0.44%+1,58213F-HRTimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC4,705$2.91M0.06%-5013F-HRTimeline
Olistico Wealth, LLC4,703$2.91M1.61%-113F-HRTimeline
PUREfi Wealth, LLC4,679$2.89M2.31%+16813F-HRTimeline
Aurelius Family Office LLC4,677$2.89M1.37%-1313F-HRTimeline
ARMSTRONG HENRY H ASSOCIATES INC4,668$2.88M0.27%-78813F-HRTimeline
Newman Dignan & Sheerar, Inc.4,666$2.88M0.66%+25613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…4,658$2.88M0.2%+17013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.4,656$2.88M0.22%+4413F-HRTimeline
Verum Partners LLC4,655$2.88M0.66%-8013F-HRTimeline
Aviance Capital Partners, LLC4,642$2.87M0.37%-2813F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC4,635$2.86M1%-3,62713F-HRTimeline
Mirador Capital Partners LP4,633$2.86M0.47%-27413F-HRTimeline
Essential Planning, LLC.4,632$2.86M1.07%+1,43013F-HRTimeline
Stokes Family Office, LLC4,621$2.85M0.3%+1113F-HRTimeline
Merrion Investment Management Co, LLC4,609$2.85M1.85%-14013F-HRTimeline
Curran Financial Partners, LLC4,604$2.84M0.63%+17813F-HRTimeline
Equita Financial Network, Inc.4,602$2.84M1.13%+30413F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …4,600$2.84M0.61%-54313F-HRTimelineGroup
Metis Global Partners, LLC4,599$2.84M0.07%+1,79313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.4,596$2.84M0.29%013F-HRTimeline
Tranquilli Financial Advisor LLC4,592$2.84M1.76%+1,98613F-HRTimeline
Strategic Financial Concepts, LLC4,579$2.83M0.4%-1,13113F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV4,578$2.83M0.7%-2913F-HRTimeline
1 NORTH WEALTH SERVICES LLC4,573$2.83M1.12%-1,40413F-HRTimeline
Main Street Group, LTD4,568$2.82M0.92%+8913F-HRTimeline
Hoese & Co LLP4,561$2.82M2.27%+35013F-HRTimeline
LEIGH BALDWIN & CO., LLC4,559$2.82M1.85%-33913F-HRTimeline
Kagan Cocozza Asset Management4,557$2.82M2.16%+98013F-HRTimeline
Affinity Capital Advisors, LLC4,549$2.81M0.48%+10713F-HRTimeline
Ironwood Financial, llc5,023$2.81M0.6%013F-HRTimeline
MARSHALL & SULLIVAN INC /WA/4,547$2.81M1.35%-2913F-HRTimeline
Longview Financial Advisors, Inc.4,543$2.81M2.38%-13613F-HRTimeline
CADINHA & CO LLC4,543$2.81M0.47%-4013F-HRTimeline
Prosperity Planning, Inc.4,532$2.8M0.81%-13913F-HRTimeline
COOPER/HAIMS ADVISORS, LLC4,529$2.8M1.38%+6813F-HRTimeline
Altiora Financial Group, LLC4,517$2.79M0.55%-21113F-HRTimeline
Financial Enhancement Group LLC4,471$2.79M0.4%+1,21713F-HRTimeline
OARSMAN CAPITAL, INC.4,512$2.79M0.44%+36513F-HRTimeline
Tufton Capital Management4,501$2.78M0.53%+2313F-HRTimeline
ProVise Management Group, LLC4,495$2.78M0.22%+5413F-HRTimeline
Bull Street Advisors, LLC4,492$2.77M1.33%-11513F-HRTimeline
NFSG Corp4,488$2.77M0.45%+30613F-HRTimeline