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Disclosery

SPY STATE STR SPDR S&P 500 ETF T

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SHS (fund), issuer CIK 884394

4,630 managers (4,674 13F filers) reported a position in SPY shares at 2026-06-30, 603,030,824 shares in all. 187 filers opened a position and 124 filers sold out during the quarter.

Managers
4,630
13F filers
4,674
New
187
Added
1,811
Reduced
1,935
Sold out
124
Shares held by filers
603,030,824

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Summit Financial Strategies, Inc.4,919$3.67M0.26%-26213F-HRTimeline
Parisi Gray Wealth Management4,916$3.67M0.75%-1813F-HRTimeline
Olde Wealth Management, LLC4,898$3.67M1.04%+21813F-HRTimeline
Equita Financial Network, Inc.4,909$3.67M1.02%+36313F-HRTimeline
BRAUN STACEY ASSOCIATES INC4,904$3.66M0.1%-85313F-HRTimeline
Hansen & Associates Financial Group, In…4,872$3.66M2.1%+3,39313F-HRTimeline
Omega Financial Group, LLC4,897$3.66M1.11%-15013F-HRTimeline
NFSG Corp4,884$3.65M0.45%+6513F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP4,883$3.65M0.44%-13713F-HRTimeline
Financial Enhancement Group LLC4,883$3.65M0.44%+20613F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV4,863$3.63M0.92%-4213F-HRTimeline
Elmwood Wealth Management, Inc.4,861$3.63M0.91%+12213F-HRTimeline
LVW Advisors, LLC4,842$3.62M0.31%-29213F-HRTimeline
RHL GROUP, LLC4,821$3.6M3%+4,81813F-HRTimeline
SmartHarvest Portfolios, LLC4,815$3.6M1.16%+1,28413F-HRTimeline
Noked Israel Ltdin group Noked Israel Ltd4,794$3.58M0.37%013F-HRTimelineGroup
East Coast Asset Management, LLC.4,793$3.58M1.06%-24813F-HRTimeline
Trilogy Capital Inc.4,785$3.57M0.14%-20813F-HRTimeline
Value Investment Professionals, LLC4,767$3.56M2.99%new13F-HRTimeline
SOA Wealth Advisors, LLC.4,766$3.56M0.6%-23913F-HRTimeline
Vigilare Wealth Management4,764$3.56M1.09%-6,99213F-HRTimeline
Clarity Capital Advisors, LLC4,760$3.55M1.49%+213F-HRTimeline
MW ADVISORY, LLC4,758$3.55M1.42%13F-HRTimeline
Compass Wealth Management LLC4,754$3.55M0.67%new13F-HRTimeline
Geometric Wealth Advisors4,745$3.54M0.38%+713F-HRTimeline
Peterson Wealth Services4,743$3.54M0.77%+213F-HRTimeline
ARMSTRONG HENRY H ASSOCIATES INC4,741$3.54M0.34%-113F-HRTimeline
BANK OZK4,732$3.53M1.05%-6013F-HRTimeline
Weinberger Asset Management, Inc4,711$3.52M1.13%-15213F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…4,703$3.51M0.35%-21813F-HRTimelineGroup
MUFG BANK, LTD.in group Mitsubishi UFJ Trust & Bankin…4,700$3.51M0.1%-178,00013F-HRTimelineGroup
Intelligence Driven Advisers, LLC4,694$3.51M0.57%-6713F-HRTimeline
NorthStar Asset Management LLC /NJ/4,688$3.5M1.42%+22313F-HRTimeline
Fire Capital Management LLC4,682$3.5M1.42%-22613F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC4,675$3.49M2.45%-40413F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.4,673$3.49M0.77%-8113F-HRTimeline
MSH Capital Advisors LLC4,667$3.49M0.61%+1,63013F-HRTimeline
EdgeRock Capital LLC4,666$3.48M0.79%-5413F-HRTimeline
Tortuga Wealth Management, Inc4,656$3.48M2.64%+1,20013F-HRTimeline
K.J. Harrison & Partners Inc4,654$3.48M0.49%new13F-HRTimeline
PENNINGTON PARTNERS & CO., LLC4,643$3.48M1.11%+15613F-HRTimeline
Washington Trust Bank4,651$3.47M0.24%+28613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Calder Financial LLC4,635$3.46M3.26%-60713F-HRTimeline
1834 INVESTMENT ADVISORS CO4,632$3.46M0.39%-113F-HRTimeline
Asset Allocation & Management Company, …4,631$3.46M1.13%013F-HRTimeline
Rockwood Wealth Management, LLC4,622$3.45M0.22%+48513F-HRTimeline
Consilium Wealth Advisory, LLC4,613$3.44M1.02%+1313F-HRTimeline
Stonebridge Financial Group, LLC/CA4,601$3.44M0.48%13F-HRTimeline
Rydar Equities, Inc.4,602$3.44M1.94%+66513F-HRTimeline
Paladin Advisory Group, LLC4,606$3.44M2.28%-10713F-HRTimeline
Werba Rubin Papier Wealth Management4,599$3.43M0.42%+113F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.4,596$3.43M0.21%+14413F-HRTimeline
Rollins Financial Advisors, LLC4,568$3.41M0.45%-10613F-HRTimeline
Axiom Investment Management LLC4,567$3.41M2.28%-3213F-HRTimeline
Aurelius Family Office LLC4,556$3.4M1.34%+22513F-HRTimeline
Kohmann Bosshard Financial Services, LLC4,553$3.4M0.29%+413F-HRTimeline
TPG Advisors LLC4,549$3.4M1.86%+4013F-HRTimeline
WealthPoint Financial, LLC4,549$3.4M2.48%+55613F-HRTimeline
Harbour Capital Advisors, LLC4,499$3.4M0.62%-3513F-HRTimeline
ANCHYRA PARTNERS LLC4,548$3.4M0.82%+16513F-HRTimeline
MPS Loria Financial Planners, LLC4,545$3.39M0.78%-14113F-HRTimeline
MITCHELL SINKLER & STARR/PA4,545$3.39M1.41%-60013F-HRTimeline
Spectrum Wealth Advisory Group, LLC4,543$3.39M0.97%-4013F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC4,542$3.39M1.69%-29513F-HR/ATimeline
Evergreen Advisors, LLC4,538$3.39M0.72%-6113F-HRTimeline
Centiva Capital, LP4,536$3.39M0.11%new13F-HRTimeline
Dala Group, LLC4,535$3.39M2.79%-16213F-HRTimeline
White Lighthouse Investment Management …4,533$3.39M0.42%+19113F-HRTimeline
Asset Management Group, Inc.4,532$3.38M0.5%-14313F-HRTimeline
Merrion Investment Management Co, LLC4,530$3.38M1.6%-6713F-HRTimeline
Tactive Advisors, LLC4,524$3.38M0.83%-10,91113F-HRTimeline
Newman Dignan & Sheerar, Inc.4,521$3.38M0.65%-2913F-HRTimeline
AMERIFLEX GROUP, INC.4,521$3.38M1.38%-3013F-HRTimeline
Colter Lewis Investment Partners LLC4,506$3.37M1.5%+3,43913F-HRTimeline
Independent Wealth Advisors LLC4,513$3.37M3.05%+7013F-HRTimeline
Barnes Wealth Management Group, Inc4,511$3.37M1.56%-1313F-HRTimeline
TRUST CO OF TOLEDO NA /OH/4,507$3.37M0.28%+14313F-HRTimeline
Global Assets Advisory, LLC4,488$3.35M0.73%-52313F-HRTimeline
Affinity Capital Advisors, LLC4,465$3.35M0.41%+10113F-HRTimeline
Longview Financial Advisors, Inc.4,483$3.35M1.96%+113F-HRTimeline
POWER WEALTH MANAGEMENT LLC4,462$3.33M1.15%-14613F-HRTimeline
Vericrest Private Wealth4,461$3.33M2.96%-64413F-HRTimeline
OMNI 360 Wealth, Inc.4,454$3.33M1.54%+513F-HRTimeline
Madrona Financial Services, LLC4,451$3.32M0.61%013F-HRTimeline
Arbor Wealth Advisors LLC4,441$3.32M2.03%013F-HRTimeline
Ascension Capital Advisors, Inc.4,424$3.3M0.93%-15813F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…4,417$3.3M0.98%013F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC4,414$3.3M2.93%-6713F-HRTimeline
WealthSpring Partners, LLC4,413$3.3M2.83%-9413F-HRTimeline
SkyOak Wealth, LLC4,405$3.29M0.54%+4213F-HRTimeline
Bristol Gate Capital Partners Inc.4,399$3.29M0.23%-2,45113F-HRTimeline
Ironwood Financial, llc4,384$3.28M0.51%-2213F-HRTimeline
VeraBank, N.A.4,393$3.28M0.54%-31913F-HRTimeline
Private Advisory Group LLC4,390$3.28M0.18%-17,41313F-HRTimeline
NerdWallet Wealth Partners, LLC4,388$3.28M1.13%+6813F-HRTimeline
Kelsey Financial, LLC4,388$3.28M2.49%-40813F-HRTimeline
Root Financial Partners, LLC4,382$3.27M0.13%-9913F-HRTimeline
Bull Street Advisors, LLC4,382$3.27M1.49%-1013F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC4,378$3.27M1.22%+1613F-HRTimeline
Naviter Wealth, LLC4,358$3.26M0.3%+2,18413F-HRTimeline
City State Bank4,367$3.26M0.75%-3113F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.4,352$3.25M0.34%+3,01013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC4,350$3.25M1.4%+513F-HRTimeline
J. Derek Lewis & Associates Inc.4,337$3.24M0.61%+31713F-HRTimeline
Ceeto Capital Group, LLC4,320$3.23M0.88%013F-HRTimeline
ARS Wealth Advisors Group, LLC4,327$3.23M0.25%-3613F-HRTimeline
Private Capital Advisors, Inc.4,326$3.23M0.28%+413F-HRTimeline
Archford Capital Strategies, LLC4,314$3.22M0.33%-3813F-HRTimeline
EVERPAR ADVISORS LLC4,310$3.22M0.92%+60713F-HRTimeline
Shaker Financial Services, LLC4,290$3.21M1.01%-41913F-HRTimeline
Mathes Company, Inc.4,300$3.21M1%+2013F-HRTimeline
Capital Markets Trading UK LLP4,297$3.21M2.29%-13,86613F-HRTimeline
YANKCOM Partnership4,288$3.2M1.15%-7813F-HRTimeline
Davidson Kahn Capital Management, LLC4,285$3.2M1.37%+1,63013F-HRTimeline
Merkkuri Wealth Advisors LLC4,283$3.2M1.98%-32913F-HRTimeline
Midwest Financial Group LLC4,282$3.2M1.12%+29513F-HRTimeline
Cordgrass Capital Advisors, LLC4,282$3.2M1.19%-14013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC4,281$3.2M0.5%+1413F-HRTimeline
Murphy & Mullick Capital Management Corp4,276$3.19M1.98%+67613F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC4,274$3.19M1.35%+9713F-HRTimeline
FORTEM FINANCIAL GROUP, LLC4,272$3.19M0.65%-33213F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC4,270$3.19M0.36%-6513F-HRTimeline
Osbon Capital Management LLC4,269$3.19M2.5%-3,55413F-HRTimeline
Trevian Wealth Management LLC4,268$3.19M1.36%+1413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,254$3.19M0.96%+69013F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC4,264$3.18M1.36%new13F-HRTimeline
Center for Financial Planning, Inc.4,261$3.18M0.3%-9113F-HRTimeline
Comprehensive Financial Planning, Inc./…4,248$3.17M1.69%+34213F-HRTimeline
BNC WEALTH MANAGEMENT, LLC4,246$3.17M0.77%-2113F-HRTimeline
Bradley & Co. Private Wealth Management…4,231$3.17M1.51%+81513F-HRTimeline
MEYER HANDELMAN CO4,247$3.16M0.09%+1,23913F-HRTimeline
Old Peak Finance LLC4,233$3.16M1.53%+413F-HRTimeline
ProVise Management Group, LLC4,229$3.16M0.21%-1013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…4,229$3.16M0.4%+1613F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,218$3.15M0.36%-8713F-HRTimeline
MCDANIEL TERRY & CO4,218$3.15M0.25%013F-HRTimeline
Institute for Wealth Management, LLC.4,217$3.15M0.28%-2,23913F-HRTimeline
American Capital Advisory, LLC4,211$3.14M1.15%-2413F-HRTimeline
SHELTON CAPITAL MANAGEMENT4,205$3.14M0.06%-4013F-HRTimeline
OARSMAN CAPITAL, INC.4,204$3.14M0.33%-14613F-HRTimeline
Davidson Kempner Capital Management LP4,197$3.13M0.05%-1,33813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Permanent Capital Management, LP4,185$3.13M0.42%013F-HRTimeline
Team Hewins, LLC4,180$3.13M0.86%+1113F-HRTimeline
Stone Summit Wealth LLC4,190$3.13M0.79%+6313F-HRTimeline
Richmond Investment Services, LLC4,184$3.12M0.99%-4,11913F-HRTimeline
INSIGHT 2811, INC.4,177$3.12M1.26%+16913F-HRTimeline
AlpenGlobal Capital LLC4,176$3.12M2%-13313F-HRTimeline
CM WEALTH ADVISORS LLC4,174$3.12M0.56%013F-HRTimeline
TBH Global Asset Management, LLC4,171$3.11M0.57%+1313F-HRTimeline
Allred Capital Management, LLC4,166$3.11M1.02%-913F-HRTimeline
Impact Capital Partners LLC4,165$3.11M0.85%+11213F-HRTimeline
Tufton Capital Management4,162$3.11M0.52%-9013F-HRTimeline
Aull & Monroe Investment Management Corp4,154$3.1M1.3%+2613F-HRTimeline
Green Ridge Wealth Planning LLC4,141$3.09M1.3%+51213F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc4,138$3.09M<0.01%+2,02113F-HRTimelineGroup
MERIDIAN INVESTMENT COUNSEL INC.4,137$3.09M0.66%-62213F-HRTimeline
O'ROURKE & COMPANY, Inc4,125$3.08M1.08%+6113F-HRTimeline
Arch Global Advisors, LLC4,123$3.08M1.36%-19513F-HRTimeline
Telos Capital Management, Inc.4,110$3.07M0.27%+35513F-HRTimeline
Wallington Asset Management, LLC4,107$3.07M0.38%+5213F-HRTimeline
Duncan Williams Asset Management, LLC4,105$3.07M0.69%+913F-HRTimeline
Alpha Zero LLC4,082$3.06M1.16%+69813F-HRTimeline
HBW ADVISORY SERVICES LLC4,104$3.06M0.28%+55113F-HRTimeline
Macro Advisors, Inc.4,099$3.06M0.98%-5,63413F-HRTimeline
October Effect Ltd4,095$3.06M2.88%+40013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…4,094$3.06M0.1%+11613F-HRTimelineGroup
General Partner, Inc.4,088$3.05M1.64%013F-HRTimeline
Capstone Financial Advisors, Inc.4,079$3.05M0.15%-4413F-HRTimeline
Worth Financial Advisory Group, LLC4,073$3.04M1.27%new13F-HRTimeline
Sterling Investment Counsel, LLC4,067$3.04M0.72%-513F-HRTimeline
Miramar Fiduciary Corp4,056$3.04M3%013F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC4,061$3.03M0.18%+1,74113F-HRTimeline
Sugar Maple Asset Management, LLC4,053$3.03M1.95%+1,25013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP4,049$3.02M0.03%-89,74713F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…4,038$3.02M0.45%-2013F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.4,040$3.02M0.81%+2513F-HRTimeline
Blue Chip Partners, LLC4,035$3.01M0.19%-1213F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…4,030$3.01M1.05%+40413F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC4,019$3M0.37%+1,30213F-HRTimeline
POLEN CAPITAL MANAGEMENT LLC4,018$3M0.03%+26113F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC4,004$2.99M1.46%013F-HRTimeline
Highlander Partners, L.P.4,000$2.99M1%013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC3,997$2.98M1.71%+8313F-HRTimeline
Westside Investment Management, Inc.3,994$2.98M0.39%+25213F-HRTimeline
WNY Asset Management, LLC3,994$2.98M0.27%+4613F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA3,993$2.98M0.06%-39513F-HRTimelineGroup
Able Wealth Management LLC3,956$2.95M0.68%-12213F-HRTimeline
Panoramic Capital Partners, LLC3,956$2.95M1.4%+1313F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC3,955$2.95M0.04%+16813F-HRTimelineGroup
Convergence Financial, LLC3,949$2.95M0.23%-4,09713F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC3,939$2.94M0.21%-20313F-HRTimeline
Grange Capital, LLC3,937$2.94M2.71%-18813F-HRTimeline
Olistico Wealth, LLC3,935$2.94M1.26%+213F-HRTimeline
First County Bank /CT/3,931$2.94M1.38%+47213F-HRTimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC3,931$2.94M0.07%+78613F-HRTimeline
GRANITE ISLANDS PRIVATE WEALTH, LLC3,923$2.93M2.17%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…3,917$2.93M1.06%+94713F-HRTimeline
Cottage Street Advisors LLC3,895$2.91M1.12%-1,00213F-HRTimeline
NATURAL INVESTMENTS, LLC3,894$2.91M0.64%+1,73613F-HRTimeline
Burford Brothers, Inc.3,892$2.91M1.07%-7913F-HRTimeline