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Disclosery

SPY STATE STR SPDR S&P 500 ETF T

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SHS (fund), issuer CIK 884394

4,601 managers (4,648 13F filers) reported a position in SPY shares at 2025-12-31, 555,286,096 shares in all. 139 filers opened a position and 97 filers sold out during the quarter.

Managers
4,601
13F filers
4,648
New
139
Added
1,774
Reduced
1,717
Sold out
97
Shares held by filers
555,286,096

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Beacon Financial Advisory LLC6,586$4.49M1.04%+17913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,581$4.49M0.27%+4313F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC6,572$4.48M1.48%+6313F-HRTimeline
ROBERTS GLORE & CO INC /IL/6,571$4.48M1.19%+75513F-HRTimeline
Mengis Capital Management, Inc.6,568$4.48M0.79%-13113F-HRTimeline
DEARBORN PARTNERS LLC6,557$4.47M0.22%+4,17913F-HRTimeline
Sunesis Advisors, LLC6,557$4.47M2.02%-3613F-HRTimeline
Charter Oak Capital Management, LLC6,548$4.47M0.34%-27113F-HRTimeline
Reynders McVeigh Capital Management, LLC6,548$4.46M0.21%+29413F-HRTimeline
PINCUS CAPITAL MANAGEMENT, LP6,536$4.46M2.97%13F-HRTimeline
Stonebridge Financial Group, LLC6,530$4.45M0.38%+18713F-HRTimeline
AssuredPartners Investment Advisors, LLC6,522$4.45M0.66%+1,95513F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC6,511$4.44M1.94%-3813F-HRTimeline
American State Bank (Iowa)6,508$4.44M2.13%+1113F-HRTimeline
EWA, LLC6,508$4.44M1.08%+70913F-HRTimeline
Investmark Advisory Group LLC6,504$4.44M1.89%+1413F-HRTimeline
VanderPol Investments L.L.C.6,500$4.43M8.46%-1,70013F-HRTimeline
Curbstone Financial Management Corp6,499$4.43M0.85%-26813F-HRTimeline
Parcion Private Wealth LLC6,483$4.42M0.27%-43813F-HRTimeline
Red Door Wealth Management, LLC6,475$4.42M0.46%+1,66713F-HRTimeline
Prism Advisors, Inc.6,466$4.41M1.18%-9,45713F-HRTimeline
Fragasso Financial Advisors Inc6,457$4.4M0.27%+7213F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC6,451$4.4M0.23%-19013F-HRTimeline
Crossmark Global Holdings, Inc.6,445$4.4M0.06%+2,87613F-HRTimeline
Total Clarity Wealth Management, Inc.6,441$4.39M1.06%-35113F-HRTimeline
Clark Capital Management Group, Inc.6,434$4.39M0.03%+1,15813F-HRTimeline
Riggs Asset Managment Co. Inc.6,432$4.39M0.88%-20213F-HRTimeline
Ranch Capital Advisors Inc.6,414$4.38M1.61%-12613F-HRTimeline
Tanglewood Legacy Advisors, LLC6,390$4.36M1.64%+14913F-HRTimeline
First Interstate Bank6,389$4.36M0.23%-4313F-HRTimeline
Graves Light Lenhart Wealth, Inc.6,383$4.35M0.46%-313F-HRTimeline
ELCO Management Co., LLC6,375$4.35M2.74%-1,35013F-HRTimeline
Elm Partners Management LLC6,364$4.34M0.16%-69913F-HR/ATimeline
North Capital, Inc.6,356$4.33M3.74%-8013F-HR/ATimeline
Stephenson & Company, Inc.6,355$4.33M2.38%+4713F-HRTimeline
MAYPORT, LLC6,353$4.33M0.87%-1213F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS6,346$4.33M1.3%+41713F-HRTimeline
Griffith & Werner, Inc.6,345$4.33M2.2%-7913F-HRTimeline
Interchange Capital Partners, LLC6,344$4.33M0.8%+2,77713F-HRTimeline
M3 Advisory Group, LLC6,325$4.31M2.63%+6113F-HRTimeline
Retireful, LLC6,256$4.3M5.39%-10,68013F-HRTimeline
Drucker Wealth 3.0, LLC6,301$4.3M0.76%-5313F-HRTimeline
Element Wealth, LLC6,301$4.3M1.78%-18013F-HRTimeline
FIRST UNITED BANK & TRUST6,292$4.29M1.37%-1513F-HRTimeline
Farmers National Bank6,292$4.29M0.96%+4813F-HRTimeline
Strategic Planning, Inc.6,270$4.28M2.3%new13F-HRTimeline
Castleview Partners, LLC6,267$4.27M2.12%+47413F-HRTimeline
Orgel Wealth Management, LLC6,263$4.27M0.09%-3613F-HRTimeline
Tillman Hartley LLC6,261$4.27M1.07%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC6,251$4.26M1.51%-11413F-HRTimeline
Councilmark Asset Management, LLC6,245$4.26M2.38%013F-HRTimeline
DDD Partners, LLC6,242$4.26M0.27%+68313F-HRTimeline
Edge Wealth Management LLC6,209$4.23M0.75%-48913F-HRTimeline
Horizon Wealth Management, LLC6,205$4.23M0.66%-39713F-HRTimeline
Alchemi Wealth, LLC6,201$4.23M2.31%13F-HRTimeline
Next Capital Management LLC6,195$4.23M1.35%+34713F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA6,195$4.22M2.62%+4,80013F-HRTimeline
SC&H Financial Advisors, Inc.6,185$4.22M0.65%+45213F-HRTimeline
Octavia Wealth Advisors, LLC6,161$4.21M0.4%+5113F-HRTimeline
Investment Insight Wealth Management, L…6,169$4.21M4.13%13F-HRTimeline
Forza Wealth Management, LLC6,168$4.21M1.52%-6113F-HRTimeline
Pullen Investment Management, LLC6,165$4.2M2.21%013F-HRTimeline
Jones Kertz & Associates, Inc.6,161$4.2M2.16%13F-HRTimeline
Northwest Bancshares, Inc.6,137$4.18M0.81%+32513F-HRTimeline
Per Stirling Capital Management, LLC.6,134$4.18M0.47%-27813F-HRTimeline
BCM ADVISORS, LLC6,068$4.18M0.8%013F-HRTimeline
SAGE FINANCIAL GROUP INC6,128$4.18M0.28%+1013F-HRTimeline
Cornerstone Advisory, LLC6,125$4.18M0.4%+48613F-HRTimeline
Wealthspire Retirement, LLC6,110$4.17M0.25%-56713F-HRTimeline
Prasad Wealth Partners, LLC6,086$4.15M1.11%+21813F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC6,083$4.15M0.17%+3413F-HRTimeline
Affiance Financial, LLC6,079$4.15M0.67%-2913F-HRTimeline
Vulcan Value Partners, LLC6,023$4.14M0.07%+5,72013F-HRTimeline
F&V Capital Management, LLC6,069$4.14M0.88%-4713F-HR/ATimeline
Arcus Capital Partners, LLC6,063$4.13M1.48%-1,35113F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…6,049$4.12M2.76%+68413F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC6,049$4.12M0.17%+5,54313F-HRTimeline
Silvant Capital Management LLC6,045$4.12M0.14%013F-HRTimeline
Cooper Financial Group6,044$4.12M0.44%+1,03613F-HRTimeline
SNOWWATER INVESTMENT PARTNERS, LLC6,024$4.12M3.79%13F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.6,040$4.12M0.02%013F-HRTimelineGroup
CAPITAL CITY TRUST CO/FL6,036$4.12M0.92%+21913F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp6,035$4.12M0.22%-7513F-HRTimelineGroup
TODD ASSET MANAGEMENT LLC6,027$4.11M0.08%+4,11213F-HRTimeline
PDS Planning, Inc6,020$4.11M0.27%-2813F-HRTimeline
Horizon Investment Services, LLC6,019$4.1M1.48%+213F-HRTimeline
Essex LLC6,007$4.1M0.73%-1313F-HRTimeline
Prosperity Planning, Inc.6,004$4.09M1.07%+1,78113F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO6,000$4.09M0.14%013F-HRTimeline
Kelman-Lazarov, Inc.5,999$4.09M0.58%-6913F-HRTimeline
Turn8 Private Wealth Inc.5,968$4.07M2.92%+20613F-HRTimeline
K.J. Harrison & Partners Inc5,959$4.06M0.54%+913F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC5,955$4.06M0.5%-60113F-HRTimeline
Gold Investment Management Ltd.5,953$4.06M1.3%+813F-HRTimeline
Maridea Wealth Management LLC5,951$4.06M0.61%+39313F-HRTimeline
LOM Asset Management Ltd5,950$4.06M1.18%-3013F-HRTimeline
Facet Wealth, Inc.5,820$4.05M0.07%+2,69813F-HRTimeline
Dunhill Financial, LLC5,933$4.05M0.99%-29413F-HRTimeline
Paradigm, Strategies in Wealth Manageme…5,931$4.04M2.65%-13913F-HRTimeline
STRATEGIC INVESTMENT MANAGEMENT, LLC5,930$4.04M2.05%013F-HRTimeline
Davies Financial Advisors, Inc.5,925$4.04M7.47%-9,04113F-HRTimeline
BRAUN STACEY ASSOCIATES INC5,924$4.04M0.13%-12313F-HRTimeline
Waycross Investment Management Co5,923$4.04M3.55%-1113F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV5,919$4.04M1.85%013F-HRTimeline
WJ Financial Advisors LLC5,919$4.04M3.59%+47713F-HRTimeline
UPTICK PARTNERS, LLC5,917$4.04M0.86%-14713F-HRTimeline
Sterling Capital Management LLC5,910$4.03M0.07%-2,87513F-HRTimeline
Towerpoint Wealth, LLC5,897$4.02M1.59%+3713F-HRTimeline
CWS Financial Advisors, LLC5,896$4.02M1.09%-2413F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…5,895$4.02M0.19%-19913F-HRTimeline
Climber Capital SA5,900$4.02M2.62%13F-HRTimeline
FAGAN ASSOCIATES, INC.5,868$4M0.53%+3513F-HRTimeline
Moss Adams Wealth Advisors LLC5,831$3.99M0.29%-52413F-HRTimeline
Weinberger Asset Management, Inc5,848$3.99M1.44%+513F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.5,839$3.98M7.64%-6,65013F-HRTimeline
Summit Place Financial Advisors, LLC5,828$3.97M1.92%+2313F-HRTimeline
Wynn Capital, LLC5,825$3.97M1.93%-15113F-HRTimeline
CITY HOLDING CO5,822$3.97M0.49%-9213F-HRTimeline
Chicago Wealth Management, Inc.5,819$3.97M1.59%+91413F-HRTimeline
Markin Asset Management, LPin group Markin Asset Management, LP5,819$3.97M4.36%13F-HRTimelineGroup
TritonPoint Partners, LLCgroup of 2 filers holding5,796$3.96M-70Timeline
Summit Financial Wealth Advisors, LLC5,810$3.96M0.57%+313F-HRTimeline
HOLDERNESS INVESTMENTS CO5,809$3.96M0.81%+5413F-HRTimeline
Security Financial Services, INC.5,792$3.95M0.62%-18313F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK5,791$3.95M0.53%-12,17413F-HRTimelineGroup
OFC FINANCIAL PLANNING, LLC5,782$3.94M3.74%-113F-HRTimeline
Private Capital Advisors, Inc.5,781$3.94M0.4%+1,47513F-HRTimeline
Optivise Advisory Services LLC5,775$3.94M2.27%+18413F-HRTimeline
Briggs Wealth Management, Inc5,774$3.94M4.23%13F-HRTimeline
Weaver Consulting Group5,772$3.94M0.96%+3413F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC5,753$3.93M0.39%013F-HRTimeline
Smith Asset Management Co., LLC5,767$3.93M3.25%-4413F-HRTimeline
Opal Wealth Advisors, LLC5,759$3.93M1.02%-16213F-HRTimeline
PARK NATIONAL CORP /OH/5,728$3.91M0.12%-51513F-HRTimeline
KINTRA WEALTH, LLC5,724$3.9M0.54%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC5,687$3.88M0.42%-27713F-HRTimeline
FourThought Financial Partners, LLC5,679$3.87M0.33%-22613F-HRTimeline
Fluent Financial, LLC5,677$3.87M1.48%-21,64813F-HRTimeline
Advocacy Wealth Management, LLC5,669$3.87M0.16%+4,80513F-HRTimeline
Gemmer Asset Management LLC5,659$3.86M0.3%-3013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.5,619$3.83M1.36%+26913F-HRTimeline
Ballast Rock Private Wealth LLC5,585$3.82M2.39%13F-HRTimeline
BEARING POINT CAPITAL, LLC5,601$3.82M0.6%+8913F-HRTimeline
Vawter Financial, Ltd.5,596$3.82M1.61%013F-HR/ATimeline
DONALDSON CAPITAL MANAGEMENT, LLC5,578$3.8M0.12%-16313F-HRTimeline
Northstar Group, Inc.5,574$3.8M0.52%+5013F-HRTimeline
Hennion & Walsh Asset Management, Inc.5,563$3.79M0.13%-8213F-HRTimeline
Mason & Associates, LLC5,558$3.79M0.86%-35913F-HRTimeline
Custos Family Office, LLC5,553$3.79M2.58%-12,70913F-HRTimeline
Wood Tarver Financial Group, LLC5,552$3.79M1.06%-8013F-HRTimeline
Coign Capital Advisors LLC5,544$3.78M1.98%-13813F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI5,544$3.78M0.21%-11613F-HRTimeline
Cornerstone Investment Partners, LLC5,544$3.78M0.15%+4,73013F-HRTimeline
Alaethes Wealth, LLC5,525$3.78M1.06%+2,07413F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC5,530$3.77M0.01%+4,64213F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY5,508$3.76M0.11%+5,13213F-HRTimeline
RBA Wealth Management, LLC5,507$3.76M1.27%+4,93613F-HRTimeline
DUNCKER STREETT & CO INC5,496$3.75M0.67%-12713F-HRTimeline
Rice Partnership, LLC5,494$3.75M0.51%+46013F-HRTimeline
Hassell Wealth Management, LLC5,415$3.75M1.25%-20413F-HRTimeline
MITCHELL SINKLER & STARR/PA5,465$3.73M1.68%-3013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC5,453$3.72M1.25%-6013F-HRTimeline
NOVEM GROUP5,451$3.72M0.43%+1,78813F-HRTimeline
Suncoast Equity Management5,449$3.72M0.38%+1,30913F-HR/ATimeline
Roehl & Yi Investment Advisors, LLC5,447$3.71M1.49%+3913F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC5,375$3.71M0.53%+8213F-HRTimeline
JGP Wealth Management, LLC5,436$3.71M0.39%+2,23313F-HRTimeline
EPACRIA CAPITAL PARTNERS, LLC5,432$3.7M2.93%013F-HRTimeline
Sandy Cove Advisors, LLC5,428$3.7M1.1%-21713F-HRTimeline
SITTNER & NELSON, LLC5,355$3.7M1.31%013F-HRTimeline
Ironwood Investment Counsel, LLC5,416$3.69M0.52%+10413F-HRTimeline
REDMONT WEALTH ADVISORS LLC5,415$3.69M5.59%-2213F-HRTimeline
Sound Income Strategies, LLC5,322$3.68M0.17%-1,93713F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC5,389$3.68M0.38%+913F-HRTimeline
Sivia Capital Partners, LLC5,379$3.67M0.74%013F-HRTimeline
Raab & Moskowitz Asset Management LLC5,364$3.66M0.8%-5513F-HRTimeline
Patton Albertson Miller Group, LLC5,363$3.66M0.43%-5013F-HRTimeline
Freestate Advisors LLC5,362$3.66M2.97%+2613F-HRTimeline
Summit Financial Strategies, Inc.5,362$3.66M0.3%+12913F-HRTimeline
Gilbert & Cook, Inc.5,350$3.65M0.46%-18813F-HRTimeline
Alamea Verwaltungs GmbH5,301$3.65M2.46%-1,10013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC5,347$3.65M0.35%-12113F-HRTimeline
OP Asset Management Ltd5,345$3.64M0.04%013F-HR/ATimeline
Greykasell Wealth Strategies, Inc.5,345$3.64M1.44%+7213F-HRTimeline
WATERSHED PRIVATE WEALTH LLC5,327$3.63M1.09%013F-HRTimeline
Wealthquest Corp5,317$3.63M0.27%new13F-HRTimeline
Duncan Williams Asset Management, LLC5,279$3.62M0.9%+9513F-HRTimeline
Evensky & Katz LLC5,306$3.62M0.2%-16013F-HRTimeline
Marble Wealth, LLC5,302$3.62M0.5%13F-HRTimeline
Spinnaker Investment Group, LLC5,302$3.62M0.66%+16513F-HRTimeline
MIDDLETON & CO INC/MA5,298$3.61M0.38%-10113F-HRTimeline
Wealth Management Partners, LLC5,295$3.61M1.03%+27513F-HRTimeline
Greenfield Savings Bank5,291$3.61M1.52%+16313F-HRTimeline
Value Investment Professionals, LLC5,291$3.61M3.78%13F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK6,278$3.6M0.33%013F-HRTimeline
Resurgent Financial Advisors LLC5,271$3.59M1.8%-1,87413F-HRTimeline
Breakwater Capital Group5,265$3.59M0.5%+5713F-HRTimeline
Aviance Capital Partners, LLC5,261$3.59M0.41%+1413F-HRTimeline
Bangor Savings Bank5,257$3.58M0.29%-1613F-HRTimeline
LVW Advisors, LLC5,253$3.58M0.36%-26013F-HRTimeline