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Disclosery

SPY STATE STR SPDR S&P 500 ETF T

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SHS (fund), issuer CIK 884394

4,554 managers (4,604 13F filers) reported a position in SPY shares at 2026-03-31, 568,285,245 shares in all. 125 filers opened a position and 177 filers sold out during the quarter.

Managers
4,554
13F filers
4,604
New
125
Added
1,721
Reduced
2,038
Sold out
177
Shares held by filers
568,285,245

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
ORBA Wealth Advisors, L.L.C.6,204$4.03M4.81%-1,99013F-HRTimeline
SC&H Financial Advisors, Inc.6,188$4.02M0.61%+313F-HRTimeline
Breakwater Capital Group6,187$4.02M0.54%+92213F-HRTimeline
Alchemi Wealth, LLC6,186$4.02M2.23%-1513F-HRTimeline
Investment Insight Wealth Management, L…6,176$4.02M4.33%+713F-HRTimeline
Pullen Investment Management, LLC6,165$4.01M2.01%013F-HRTimeline
CAPITAL CITY TRUST CO/FL6,160$4.01M0.92%+12413F-HRTimeline
Fortis Capital Management LLC6,152$4M0.54%+3,99313F-HRTimeline
Edge Wealth Management LLC6,144$4M0.68%-6513F-HRTimeline
Affiance Financial, LLC6,130$3.99M0.65%+5113F-HRTimeline
Farmers National Bank6,128$3.99M0.88%-16413F-HRTimeline
Capital Wealth Alliance, LLC6,129$3.98M1.8%-1,11813F-HRTimeline
Forza Wealth Management, LLC6,121$3.98M1.38%-4713F-HRTimeline
Clearview Wealth Management LLC6,107$3.97M2.81%13F-HRTimeline
Prosperity Planning, Inc.6,097$3.96M1%+9313F-HRTimeline
SAGE FINANCIAL GROUP INC6,086$3.96M0.26%-4213F-HRTimeline
WJ Financial Advisors LLC6,080$3.95M3.19%+16113F-HRTimeline
Octavia Wealth Advisors, LLC6,051$3.95M0.38%-11013F-HRTimeline
Jones Kertz & Associates, Inc.6,058$3.94M2.09%-10313F-HRTimeline
Silvant Capital Management LLC6,045$3.93M0.14%013F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…6,043$3.93M2.62%-613F-HRTimeline
SNOWWATER INVESTMENT PARTNERS, LLC6,025$3.93M3.7%+113F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.6,040$3.93M0.02%013F-HRTimelineGroup
Wealthspire Retirement, LLC6,040$3.93M0.24%-7013F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA6,035$3.92M2.65%-16013F-HRTimeline
Parcion Private Wealth LLC6,023$3.92M0.24%-46013F-HRTimeline
FIRST UNITED BANK & TRUST6,021$3.92M1.27%-27113F-HRTimeline
Horizon Investment Services, LLC6,020$3.92M1.36%+113F-HRTimeline
Elm Partners Management LLC6,194$3.91M0.17%-17013F-HRTimeline
Maridea Wealth Management LLC6,017$3.91M0.57%+6613F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.6,000$3.9M0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC5,992$3.9M0.1%-2,48213F-HRTimelineGroup
Northwest Bancshares, Inc.5,985$3.89M0.77%-15213F-HRTimeline
Windsor Capital Management, LLC5,981$3.89M1.1%-1,16213F-HRTimeline
Smith Asset Management Co., LLC5,981$3.89M3.34%+21413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI5,966$3.88M0.18%+42213F-HRTimeline
Towerpoint Wealth, LLC5,962$3.88M1.56%+6513F-HRTimeline
Gold Investment Management Ltd.5,959$3.88M1.2%+613F-HRTimeline
MAYPORT, LLC5,947$3.87M0.72%-40613F-HRTimeline
DUNCKER STREETT & CO INC5,928$3.86M0.73%+43213F-HRTimeline
Optivise Advisory Services LLC5,928$3.86M2.33%+15313F-HRTimeline
Kelman-Lazarov, Inc.5,924$3.85M0.55%-7513F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV5,919$3.85M1.79%013F-HRTimeline
CWS Financial Advisors, LLC5,913$3.85M0.99%+1713F-HRTimeline
LOM Asset Management Ltd5,912$3.84M1.11%-3813F-HRTimeline
PARK NATIONAL CORP /OH/5,911$3.84M0.12%+18313F-HRTimeline
STRATEGIC INVESTMENT MANAGEMENT, LLC5,910$3.84M1.61%-2013F-HRTimeline
Sterling Capital Management LLC5,910$3.84M0.07%013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC5,909$3.84M1.28%-66313F-HRTimeline
ALTFEST L J & CO INC5,903$3.84M0.41%+2,64713F-HRTimeline
Innova Wealth Partners5,901$3.84M1.82%-1,29113F-HRTimeline
Summit Financial Wealth Advisors, LLC5,891$3.83M0.54%+8113F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.5,883$3.83M1.07%-5,46113F-HRTimeline
Black Diamond Financial, LLC5,878$3.82M0.42%+73013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…5,865$3.81M0.25%-3013F-HRTimeline
Per Stirling Capital Management, LLC.5,849$3.8M0.42%-28513F-HRTimeline
Waycross Investment Management Co5,841$3.8M3.63%-8213F-HRTimeline
FAGAN ASSOCIATES, INC.5,834$3.79M0.53%-3413F-HRTimeline
Cornerstone Advisory, LLC5,826$3.79M0.36%-29913F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding5,809$3.79M+13Timeline
Wynn Capital, LLC5,817$3.78M1.94%-813F-HRTimeline
Atom Investors LP5,810$3.78M0.27%+4,31713F-HRTimeline
ROBERTS GLORE & CO INC /IL/5,808$3.78M1.04%-76313F-HRTimeline
FourThought Financial Partners, LLC5,795$3.77M0.33%+11613F-HRTimeline
Paradigm, Strategies in Wealth Manageme…5,788$3.76M2.55%-14313F-HRTimeline
Summit Place Financial Advisors, LLC5,773$3.75M1.8%-5513F-HRTimeline
OFC FINANCIAL PLANNING, LLC5,772$3.75M3.69%-1013F-HRTimeline
Weaver Consulting Group5,772$3.75M0.89%013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC5,753$3.75M0.36%013F-HRTimeline
Kathmere Capital Management, LLC5,766$3.75M0.23%+5,02413F-HRTimeline
BRAUN STACEY ASSOCIATES INC5,757$3.74M0.12%-16713F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…5,756$3.74M0.64%+91713F-HRTimeline
Arcus Capital Partners, LLC5,749$3.74M1.34%-31413F-HRTimeline
Investmark Advisory Group LLC5,745$3.74M1.6%-75913F-HRTimeline
Ironwood Investment Counsel, LLC5,739$3.73M0.54%+32313F-HRTimeline
Security Financial Services, INC.5,734$3.73M0.59%-5813F-HRTimeline
Briggs Wealth Management, Inc5,702$3.71M3.93%-7213F-HRTimeline
Outlook Wealth Advisors, LLC5,700$3.71M0.9%-1,03013F-HRTimeline
Dunhill Financial, LLC5,697$3.71M0.87%-23613F-HRTimeline
RETIREMENT GUYS FORMULA LLC5,682$3.7M1.7%-1,12213F-HRTimeline
Greenfield Savings Bank5,679$3.69M1.58%+38813F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp5,672$3.69M0.21%-36313F-HRTimelineGroup
Moss Adams Wealth Advisors LLC5,654$3.69M0.27%-17713F-HRTimeline
PUREfi Wealth, LLC5,667$3.69M2.41%+1,23313F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC5,656$3.68M0.46%-29913F-HRTimeline
GW&K Investment Management, LLC5,648$3.67M0.03%-1,36313F-HRTimeline
Harvest Investment Services, LLC5,631$3.66M0.67%-2,60513F-HRTimeline
Simplicity Wealth,LLC6,507$3.65M0.21%+1,66113F-HRTimeline
Gemmer Asset Management LLC5,617$3.65M0.29%-4213F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.5,608$3.65M1.25%-1113F-HRTimeline
CITY HOLDING CO5,600$3.64M0.46%-22213F-HRTimeline
GW HENSSLER & ASSOCIATES LTD5,577$3.63M0.17%-3,67313F-HRTimeline
Northstar Group, Inc.5,574$3.62M0.51%013F-HRTimeline
Interchange Capital Partners, LLC6,010$3.62M1.14%-33413F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC5,552$3.61M0.53%+17713F-HRTimeline
Davidson Kempner Capital Management LP5,535$3.6M0.06%+3,51813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Mason & Associates, LLC5,525$3.59M0.82%-3313F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK5,520$3.59M0.5%-27113F-HRTimelineGroup
Custos Family Office, LLC5,515$3.59M2.49%-3813F-HRTimeline
Alamea Verwaltungs GmbH5,301$3.57M2.65%013F-HRTimeline
Kagan Cocozza Asset Management5,487$3.57M2.51%+2,16513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC5,478$3.56M0.39%-20913F-HRTimeline
Coign Capital Advisors LLC5,474$3.56M1.87%-7013F-HRTimeline
Tranquilli Financial Advisor LLC5,466$3.55M2.08%+49013F-HRTimeline
Sound Income Strategies, LLC5,413$3.55M0.17%+9113F-HRTimeline
Vawter Financial, Ltd.5,451$3.55M1.49%-14513F-HR/ATimeline
SITTNER & NELSON, LLC5,440$3.54M1.29%+8513F-HRTimeline
Roehl & Yi Investment Advisors, LLC5,440$3.54M1.33%-713F-HRTimeline
HARMONY ASSET MANAGEMENT LLC5,439$3.54M1.08%-1413F-HRTimeline
EPACRIA CAPITAL PARTNERS, LLC5,432$3.53M2.74%013F-HRTimeline
Sandy Cove Advisors, LLC5,431$3.53M1.06%+313F-HRTimeline
Hassell Wealth Management, LLC5,431$3.53M1.19%+1613F-HRTimeline
JGP Wealth Management, LLC5,422$3.53M0.37%-1413F-HRTimeline
Curran Financial Partners, LLC5,421$3.53M0.63%+74213F-HRTimeline
Verum Partners LLC5,420$3.52M0.67%+67713F-HRTimeline
Cooper Financial Group5,417$3.52M0.36%-62713F-HRTimeline
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I…5,411$3.52M2.75%+2,36113F-HRTimeline
J. Goldman & Co LP5,411$3.52M0.16%new13F-HRTimeline
Reynders McVeigh Capital Management, LLC5,403$3.51M0.18%-1,14513F-HRTimeline
Rice Partnership, LLC5,394$3.51M0.48%-10013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC5,392$3.51M0.11%-18613F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC5,388$3.5M0.37%-113F-HRTimeline
Opal Wealth Advisors, LLC5,380$3.5M0.79%-37913F-HRTimeline
Sivia Capital Partners, LLC5,379$3.5M0.68%013F-HRTimeline
PlanVest Financial, Inc5,365$3.49M2.65%13F-HRTimeline
Greykasell Wealth Strategies, Inc.5,356$3.48M1.4%+1113F-HRTimeline
Marble Wealth, LLC5,351$3.48M0.61%+4913F-HRTimeline
Climber Capital SA5,350$3.48M2.28%-55013F-HRTimeline
OP Asset Management Ltd5,345$3.48M0.04%013F-HR/ATimeline
OPTIMA CAPITAL LLC5,325$3.47M1.61%+90313F-HRTimeline
Wood Tarver Financial Group, LLC5,338$3.47M0.96%-21413F-HRTimeline
Argos Wealth Advisors, LLC5,323$3.46M1%-1,60013F-HRTimeline
Verus Financial Partners, Inc.4,934$3.46M0.31%+413F-HRTimeline
Ballast Rock Private Wealth LLC5,306$3.46M1.91%-27913F-HRTimeline
MOR Wealth Management, LLC5,319$3.46M1.59%+22413F-HRTimeline
Cascade Financial Partners, LLC5,319$3.46M0.36%+58313F-HRTimeline
Evensky & Katz LLC5,312$3.45M0.2%+613F-HRTimeline
WATERSHED PRIVATE WEALTH LLC5,309$3.45M1.08%-1813F-HRTimeline
Gilbert & Cook, Inc.5,307$3.45M0.45%-4313F-HRTimeline
Ellevest, Inc.5,297$3.45M0.48%+50013F-HRTimeline
Welch Group, LLC5,297$3.44M0.13%-7,96813F-HRTimeline
Calder Financial LLC5,242$3.43M3.41%+61313F-HRTimeline
ADVISORTRUST PARTNERS, LLC5,269$3.43M1.43%-2,45213F-HRTimeline
Patton Albertson Miller Group, LLC5,252$3.42M0.41%-11113F-HRTimeline
Mason Investment Advisory Services, Inc.5,251$3.42M0.16%-113F-HRTimeline
Bangor Savings Bank5,229$3.4M0.27%-2813F-HRTimeline
Integrated Financial Solutions, Inc.5,209$3.39M2.35%+313F-HRTimeline
MIDDLETON & CO INC/MA5,200$3.38M0.39%-9813F-HRTimeline
Eaton Financial Holdings Company, LLC5,194$3.38M1.11%+3,55513F-HRTimeline
Fielder Capital Group LLC5,194$3.38M0.74%+513F-HRTimeline
Rede Wealth, LLC5,189$3.37M1.21%-313F-HRTimeline
HOLDERNESS INVESTMENTS CO5,188$3.37M0.68%-62113F-HRTimeline
Summit Financial Strategies, Inc.5,181$3.37M0.27%-18113F-HRTimeline
Financial Advisors Network, Inc.5,175$3.37M0.46%+7413F-HRTimeline
1 NORTH WEALTH SERVICES LLC5,175$3.37M1.22%+4613F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC5,171$3.36M2.67%+1,31013F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC5,167$3.36M0.59%013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC5,137$3.35M0.23%+4,69213F-HRTimeline
Claris Financial LLC5,151$3.35M1.83%+98913F-HRTimeline
Wealth Management Partners, LLC5,153$3.35M0.96%-14213F-HRTimeline
MITCHELL SINKLER & STARR/PA5,145$3.35M1.54%-32013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC5,141$3.34M0.28%+15413F-HRTimeline
WARNER FINANCIAL, INC5,140$3.34M1.15%+113F-HRTimeline
LVW Advisors, LLC5,134$3.34M0.33%-11913F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC5,109$3.32M0.32%-23813F-HRTimeline
Financial Enhancement Group LLC4,677$3.32M0.41%-8913F-HRTimeline
Vericrest Private Wealth5,105$3.32M2.98%-6613F-HRTimeline
EPIQ PARTNERS, LLC5,104$3.32M1.55%+14513F-HRTimeline
Leeward Financial Partners, LLC5,099$3.32M0.99%+613F-HRTimeline
Raab & Moskowitz Asset Management LLC5,099$3.32M0.74%-26513F-HRTimeline
Westwind Capital4,626$3.31M0.79%+11313F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC5,079$3.3M2.63%+37913F-HRTimeline
Strait & Sound Wealth Management LLC5,077$3.3M1.26%-6813F-HRTimeline
Pavion Blue Capital, LLC5,072$3.3M1.43%+7413F-HRTimeline
EAGLE WEALTH STRATEGIES LLC5,050$3.28M1.44%-2513F-HRTimeline
Omega Financial Group, LLC5,047$3.28M1.08%-7513F-HRTimeline
LGT Financial Advisors LLC5,043$3.28M16.81%new13F-HRTimeline
Financial Management Professionals, Inc.5,028$3.28M0.37%-13,76613F-HRTimeline
East Coast Asset Management, LLC.5,041$3.28M1.08%013F-HRTimeline
Main Street Group, LTD5,040$3.28M0.96%+4513F-HRTimeline
Aviance Capital Partners, LLC5,040$3.28M0.38%-22113F-HRTimeline
Tepp RIA, LLC5,039$3.28M2.57%+4,14313F-HRTimeline
Madrid Wealth Management, LLC5,039$3.28M2.47%+113F-HR/ATimeline
Beaumont Financial Advisors, LLC5,027$3.27M0.22%+6913F-HRTimeline
JM2 Capital Inc.5,024$3.27M2.71%+23613F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.5,021$3.27M5.88%-81813F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP5,020$3.26M0.48%-7613F-HRTimeline
University of Illinois Foundation4,995$3.26M0.67%-201,30313F-HRTimeline
SOA Wealth Advisors, LLC.5,005$3.26M0.61%+31213F-HRTimeline
Broderick Brian C5,000$3.25M0.6%013F-HRTimeline
Birnam Oak Advisors, LP5,000$3.25M0.9%new13F-HRTimeline
DAVIDSON TRUST CO4,995$3.25M1.4%+60413F-HRTimeline
Private Wealth Group, LLC4,994$3.25M1.51%013F-HR/ATimeline
Trilogy Capital Inc.4,993$3.25M0.14%-17713F-HRTimeline
Confluence Wealth Services, Inc.4,991$3.25M0.13%+57613F-HRTimeline
Hilltop National Bank4,987$3.24M0.77%+68713F-HRTimeline
MLP3, LLC4,986$3.24M3.57%+6413F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV4,980$3.24M0.7%-2313F-HRTimeline
Ewing Morris & Co. Investment Partners …4,952$3.23M1.45%+3,14913F-HRTimeline
Harbour Capital Advisors, LLC4,534$3.22M0.61%-30013F-HRTimeline