Skip to content
Disclosery

SPY STATE STR SPDR S&P 500 ETF T

Follow

SHS (fund), issuer CIK 884394

4,221 managers (4,264 13F filers) reported a position in SPY shares at 2025-09-30, 539,683,859 shares in all. 141 filers opened a position and 102 filers sold out during the quarter.

Managers
4,221
13F filers
4,264
New
141
Added
1,691
Reduced
1,770
Sold out
102
Shares held by filers
539,683,859

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Summit Financial Wealth Advisors, LLC5,807$3.88M0.6%-1113F-HRTimeline
Smith Asset Management Co., LLC5,811$3.88M3.3%+10713F-HRTimeline
CAPITAL CITY TRUST CO/FL5,817$3.88M0.95%+2913F-HRTimeline
ROBERTS GLORE & CO INC /IL/5,816$3.87M1.06%013F-HRTimeline
Northwest Bancshares, Inc.5,812$3.87M0.64%-24613F-HRTimeline
Summit Place Financial Advisors, LLC5,805$3.87M1.82%+28713F-HRTimeline
EWA, LLC5,799$3.86M1.07%013F-HRTimeline
Castleview Partners, LLC5,793$3.86M2.1%+3413F-HRTimeline
OFC FINANCIAL PLANNING, LLC5,783$3.85M3.81%-45313F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC5,753$3.84M0.39%-1,39613F-HRTimeline
State of Alaska, Department of Revenue5,763$3.84M0.04%-40,00013F-HRTimeline
Turn8 Private Wealth Inc.5,762$3.84M2.76%-5,00013F-HRTimeline
HOLDERNESS INVESTMENTS CO5,755$3.83M0.78%+16013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC5,741$3.82M0.12%+14413F-HRTimeline
Weaver Consulting Group5,738$3.82M0.97%+713F-HRTimeline
SC&H Financial Advisors, Inc.5,733$3.82M0.62%-5313F-HRTimeline
Clarkston Capital Partners, LLC5,725$3.81M0.08%+1,40013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC5,721$3.81M3.14%-1,52313F-HRTimeline
BURNEY CO/5,702$3.8M0.12%+1513F-HRTimeline
OBSIDIAN CIO, LLC5,697$3.79M0.5%+11213F-HRTimeline
Gemmer Asset Management LLC5,689$3.79M0.31%-2513F-HRTimeline
Coign Capital Advisors LLC5,682$3.79M2.08%-42713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI5,660$3.77M0.21%+1913F-HRTimeline
Caitlin John, LLC5,650$3.76M2.62%+32813F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC6,556$3.76M0.53%+49713F-HRTimeline
Hennion & Walsh Asset Management, Inc.5,645$3.76M0.14%+20613F-HRTimeline
Sandy Cove Advisors, LLC5,645$3.76M1.2%-40113F-HRTimeline
Cornerstone Advisory, LLC5,639$3.76M0.37%+2513F-HRTimeline
Wood Tarver Financial Group, LLC5,632$3.75M1.11%-2913F-HRTimeline
DUNCKER STREETT & CO INC5,623$3.75M0.65%-913F-HRTimeline
Hassell Wealth Management, LLC5,619$3.74M1.3%+19813F-HRTimeline
RATIONAL ADVISORS, INC.5,606$3.73M0.37%-1,28313F-HRTimeline
Maridea Wealth Management LLC5,558$3.73M0.58%+4,81413F-HRTimeline
Vawter Financial, Ltd.5,596$3.73M1.69%+4,95213F-HR/ATimeline
Welch Group, LLC5,592$3.73M0.15%+54013F-HRTimeline
Optivise Advisory Services LLC5,591$3.72M2.22%-1,94413F-HRTimeline
DDD Partners, LLC5,559$3.7M0.24%-1,99913F-HRTimeline
Gilbert & Cook, Inc.5,538$3.69M0.47%-8013F-HRTimeline
Fire Capital Management LLC5,533$3.69M2.12%-4,42013F-HRTimeline
Northstar Group, Inc.5,524$3.68M0.54%013F-HRTimeline
LVW Advisors, LLC5,513$3.67M0.38%+2,13713F-HRTimeline
HARMONY ASSET MANAGEMENT LLC5,513$3.67M1.26%+19713F-HRTimeline
BEARING POINT CAPITAL, LLC5,512$3.67M0.63%-513F-HRTimeline
1834 INVESTMENT ADVISORS CO5,506$3.67M0.45%-513F-HRTimeline
Permanent Capital Management, LP5,482$3.66M0.68%13F-HRTimeline
MITCHELL SINKLER & STARR/PA5,495$3.66M1.65%013F-HRTimeline
Mason & Associates, LLC5,917$3.66M0.92%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC5,468$3.64M0.38%-2013F-HRTimeline
Evensky & Katz LLC5,466$3.64M0.21%+16413F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC5,293$3.64M0.58%-3013F-HRTimeline
WJ Financial Advisors LLC5,442$3.63M3.52%13F-HRTimeline
REDMONT WEALTH ADVISORS LLC5,437$3.62M5.05%+4613F-HRTimeline
EPACRIA CAPITAL PARTNERS, LLC5,432$3.62M2.94%013F-HRTimeline
High Falls Advisors, Inc5,427$3.62M0.74%-40913F-HRTimeline
Raab & Moskowitz Asset Management LLC5,419$3.61M0.81%-19513F-HRTimeline
Patton Albertson Miller Group, LLC5,413$3.61M0.44%+42013F-HRTimeline
Roehl & Yi Investment Advisors, LLC5,408$3.6M1.57%-4713F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK6,278$3.6M0.33%013F-HRTimeline
MIDDLETON & CO INC/MA5,399$3.6M0.39%+4813F-HRTimeline
Realta Investment Advisors5,389$3.59M1.2%+2,80613F-HRTimeline
Sivia Capital Partners, LLC5,379$3.58M1.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC5,379$3.58M0.25%+413F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…5,365$3.57M2.48%+3213F-HRTimeline
SITTNER & NELSON, LLC5,355$3.57M1.3%-1513F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.5,350$3.56M1.31%-11313F-HRTimeline
OP Asset Management Ltd5,345$3.56M0.05%013F-HR/ATimeline
Freestate Advisors LLC5,336$3.56M2.98%+1,69313F-HRTimeline
WATERSHED PRIVATE WEALTH LLC5,327$3.55M1.12%-7313F-HRTimeline
Ironwood Investment Counsel, LLC5,312$3.54M0.52%-34713F-HRTimeline
Parisi Gray Wealth Management5,308$3.54M0.92%-23513F-HRTimeline
Mason Investment Advisory Services, Inc.5,292$3.53M0.18%+613F-HRTimeline
Clark Capital Management Group, Inc.5,276$3.51M0.02%+80713F-HRTimeline
Greykasell Wealth Strategies, Inc.5,273$3.51M1.48%-1813F-HRTimeline
Bangor Savings Bank5,273$3.51M0.29%-2213F-HRTimeline
Aviance Capital Partners, LLC5,247$3.5M0.42%+60513F-HRTimeline
Logan Stone Capital, LLC5,235$3.49M1.58%-15,64113F-HRTimeline
Summit Financial Strategies, Inc.5,233$3.49M0.3%+613F-HRTimeline
Breakwater Capital Group5,208$3.47M0.51%-46713F-HRTimeline
East Coast Asset Management, LLC.5,206$3.47M1.09%013F-HRTimeline
Financial Synergies Wealth Advisors, In…5,191$3.46M0.35%+3413F-HRTimeline
Fielder Capital Group LLC5,189$3.46M0.79%-1213F-HRTimeline
Duncan Williams Asset Management, LLC5,184$3.45M0.97%+5513F-HRTimeline
SP Asset Management LLC5,182$3.45M0.27%+32113F-HRTimeline
Omega Financial Group, LLC5,179$3.45M1.16%-6013F-HRTimeline
WMG Financial Advisors, LLC5,176$3.45M1.15%-8513F-HRTimeline
Cardinal Point Capital Management ULC5,180$3.45M0.24%+2,36313F-HRTimeline
Beaumont Financial Advisors, LLC5,171$3.44M0.23%+9613F-HRTimeline
Governors Lane LP5,170$3.44M0.48%new13F-HRTimeline
EAGLE WEALTH STRATEGIES LLC5,167$3.44M1.71%-14413F-HRTimeline
Leeward Financial Partners, LLC5,164$3.44M0.98%013F-HRTimeline
Lynx Investment Advisory5,157$3.44M2.06%+1,41613F-HRTimeline
Paladin Advisory Group, LLC5,156$3.43M2.68%-3313F-HRTimeline
Advanced Asset Management Advisors Inc5,152$3.43M0.92%+36513F-HRTimeline
Black Diamond Financial, LLC5,144$3.43M0.38%+18313F-HRTimeline
WARNER FINANCIAL, INC5,138$3.42M1.28%+113F-HRTimeline
Spinnaker Investment Group, LLC5,137$3.42M0.64%+2,34413F-HRTimeline
Greenfield Savings Bank5,128$3.42M1.44%+3713F-HRTimeline
Strait & Sound Wealth Management LLC5,125$3.41M1.31%013F-HRTimeline
Financial Advisors Network, Inc.5,103$3.4M0.48%-36013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.5,092$3.39M0.22%+1413F-HRTimelineGroup
LAWSON KROEKER INVESTMENT MANAGEMENT IN…5,083$3.39M0.62%013F-HRTimeline
EPIQ PARTNERS, LLC5,069$3.38M1.6%013F-HRTimeline
VeraBank, N.A.5,046$3.36M0.63%+60713F-HRTimeline
Rice Partnership, LLC5,034$3.35M0.48%+98013F-HRTimeline
First County Bank /CT/5,031$3.35M1.71%-51613F-HRTimeline
ROVIN CAPITAL /UT/ /ADV5,027$3.35M0.93%-1013F-HR/ATimeline
NOESIS CAPITAL MANGEMENT CORP5,026$3.35M0.52%-8013F-HRTimeline
Asset Management Group, Inc.5,021$3.34M0.55%+1313F-HRTimeline
Wealth Management Partners, LLC5,020$3.34M1.06%+113F-HRTimeline
LGT Financial Advisors LLC5,008$3.34M7.2%+1213F-HRTimeline
Cooper Financial Group5,008$3.34M0.37%-14613F-HRTimeline
Pavion Blue Capital, LLC5,002$3.33M1.42%013F-HRTimeline
Broderick Brian C5,000$3.33M0.63%013F-HRTimeline
Glaxis Capital Management, LLC5,000$3.33M5.53%new13F-HRTimeline
Shay Capital LLC5,000$3.33M0.6%new13F-HRTimeline
Tranquilli Financial Advisor LLC4,999$3.33M1.97%+40713F-HRTimeline
Financial Enhancement Group LLC4,945$3.33M0.45%+47413F-HRTimeline
Private Wealth Group, LLC4,994$3.33M1.66%+14613F-HRTimeline
Alpha Wealth Funds, LLC4,991$3.32M2.72%-1,06613F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC5,380$3.32M0.4%013F-HRTimeline
Asset Allocation & Management Company, …4,979$3.32M1.4%013F-HRTimeline
GARRISON POINT ADVISORS, LLC4,976$3.32M1.39%+65813F-HRTimeline
Center for Financial Planning, Inc.4,974$3.31M0.35%-613F-HRTimeline
Cottage Street Advisors LLC4,973$3.31M1.41%+3613F-HRTimeline
Verus Financial Partners, Inc.4,971$3.31M0.32%-14513F-HRTimeline
Virtus Wealth Solutions LLC4,962$3.31M0.64%+3813F-HRTimeline
PBMares Wealth Management LLC4,958$3.3M0.54%+113F-HRTimeline
SEARLE & CO.4,950$3.3M0.87%+10013F-HRTimeline
Trust Co of the South4,945$3.29M0.55%-5,83213F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV4,943$3.29M0.74%+36513F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC4,941$3.29M0.29%-7513F-HRTimeline
BANK OZK4,934$3.29M1.16%-18613F-HRTimeline
Madrona Financial Services, LLC4,933$3.29M0.73%-12913F-HRTimeline
Compass Wealth Management LLC4,932$3.29M0.73%-7813F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.4,926$3.28M0.81%-37113F-HRTimeline
Pacific Center for Financial Services4,917$3.28M0.84%+14113F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV4,913$3.27M0.95%-8513F-HRTimeline
CCG WEALTH MANAGEMENT, LLC4,910$3.27M1.54%+87213F-HRTimeline
MANCHESTER FINANCIAL INC4,905$3.27M0.65%+7113F-HRTimeline
Chicago Wealth Management, Inc.4,905$3.27M1.42%+13813F-HRTimeline
POWER WEALTH MANAGEMENT LLC4,903$3.27M1.19%-34513F-HRTimeline
Harbour Capital Advisors, LLC4,844$3.24M0.66%-21813F-HRTimeline
Ironwood Financial, llc4,854$3.23M0.57%-16913F-HRTimeline
Trilogy Capital Inc.4,845$3.23M0.15%+8613F-HRTimeline
Olde Wealth Management, LLC4,728$3.22M0.99%13F-HRTimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC4,835$3.22M0.06%+13013F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC4,815$3.21M2.46%-8013F-HRTimeline
Stokes Family Office, LLC4,812$3.21M0.3%+19113F-HRTimeline
Spectrum Wealth Advisory Group, LLC4,812$3.21M1.32%-113F-HRTimeline
Integrated Financial Solutions, Inc.4,811$3.21M2.21%-2213F-HR/ATimeline
Red Door Wealth Management, LLC4,808$3.2M0.34%+34713F-HRTimeline
Ellevest, Inc.4,795$3.19M0.46%+213F-HRTimeline
Noked Israel Ltdin group Noked Israel Ltd4,794$3.19M0.5%013F-HRTimelineGroup
Gladwyn Financial Advisors, Inc.4,791$3.19M2.29%+2313F-HRTimeline
SIERRA SUMMIT ADVISORS LLC4,787$3.19M0.49%+1,03213F-HRTimeline
Curran Financial Partners, LLC4,785$3.19M0.63%+18113F-HRTimeline
Mathes Company, Inc.4,780$3.18M1.14%013F-HRTimeline
Cascade Financial Partners, LLC4,776$3.18M0.36%-1,10013F-HRTimeline
Main Street Group, LTD4,762$3.17M0.93%+19413F-HRTimeline
Rollins Financial Advisors, LLC4,761$3.17M0.48%-10513F-HRTimeline
Olistico Wealth, LLC4,759$3.17M1.68%+5613F-HRTimeline
Axis Wealth Partners, LLC4,752$3.17M1.85%+513F-HRTimeline
Clarity Capital Advisors, LLC4,750$3.16M1.72%+113F-HRTimeline
Verum Partners LLC4,744$3.16M0.67%+8913F-HRTimeline
Smith Salley Wealth Management4,736$3.15M0.16%-15013F-HRTimeline
VICUS CAPITAL31,201$3.15M0.24%+24,32813F-HRTimeline
Mirador Capital Partners LP4,723$3.15M0.45%+9013F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC4,720$3.14M2.59%13F-HRTimeline
FORTEM FINANCIAL GROUP, LLC4,720$3.14M0.9%-4813F-HRTimeline
SOA Wealth Advisors, LLC.4,715$3.14M0.54%-9513F-HRTimeline
Buck Wealth Strategies, LLC4,708$3.14M0.43%-713F-HRTimeline
Shaker Financial Services, LLC4,682$3.13M1.07%+4,12413F-HRTimeline
Ameraudi Asset Management, Inc.4,688$3.12M1.89%-14513F-HR/ATimeline
Barnes Wealth Management Group, Inc4,675$3.11M1.72%+24813F-HRTimeline
ARMSTRONG HENRY H ASSOCIATES INC4,673$3.11M0.28%+513F-HRTimeline
LEIGH BALDWIN & CO., LLC4,652$3.1M1.74%+9313F-HR/ATimeline
Aurelius Family Office LLC4,638$3.09M1.37%-3913F-HRTimeline
Wallington Asset Management, LLC4,637$3.09M0.4%-1,00513F-HRTimeline
Merrion Investment Management Co, LLC4,607$3.07M1.76%-213F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…4,606$3.07M0.59%+18613F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.4,604$3.07M0.49%+2,71213F-HRTimeline
Equita Financial Network, Inc.4,594$3.06M1.03%-813F-HRTimeline
Ceeto Capital Group, LLC4,580$3.06M0.89%-50013F-HRTimeline
Peterson Wealth Services1,260$3.06M0.85%-3,13913F-HRTimeline
Newman Dignan & Sheerar, Inc.4,587$3.06M0.66%-7913F-HRTimeline
TRUST CO OF TOLEDO NA /OH/4,572$3.05M0.31%+32513F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.4,567$3.04M0.22%-8913F-HRTimeline
AssuredPartners Investment Advisors, LLC4,567$3.04M0.68%+1,50813F-HRTimeline
Affinity Capital Advisors, LLC4,542$3.04M0.47%-713F-HRTimeline
CADINHA & CO LLC4,551$3.03M0.41%+813F-HRTimeline
Private Advisory Group LLC4,547$3.03M0.26%-29,16513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.4,547$3.03M0.29%-4913F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co4,545$3.03M0.21%+74213F-HRTimelineGroup
Longview Financial Advisors, Inc.4,544$3.03M2.16%+113F-HRTimeline
Stenger Family Office, LLC4,417$3.03M0.62%+19313F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC4,534$3.02M1.1%-27913F-HRTimeline
1 NORTH WEALTH SERVICES LLC4,528$3.02M1.24%-4513F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.4,516$3.01M0.81%+6713F-HRTimeline
Tufton Capital Management4,516$3.01M0.54%+1513F-HRTimeline
Acorn Wealth Advisors, LLC4,503$3M0.94%+2,59913F-HRTimeline