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Disclosery

SPY STATE STR SPDR S&P 500 ETF T

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SHS (fund), issuer CIK 884394

4,145 managers (4,186 13F filers) reported a position in SPY shares at 2025-03-31, 566,046,546 shares in all. 163 filers opened a position and 188 filers sold out during the quarter.

Managers
4,145
13F filers
4,186
New
163
Added
1,617
Reduced
1,838
Sold out
188
Shares held by filers
566,046,546

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Tudor Financial Inc.4,528$2.53M1.52%-43513F-HRTimeline
River Street Advisors LLC4,523$2.53M1.25%-12613F-HRTimeline
Cutter & CO Brokerage, Inc.4,520$2.53M0.6%+9413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,516$2.53M0.22%-30113F-HR/ATimeline
Flaharty Asset Management, LLC4,513$2.52M0.36%-42613F-HRTimeline
PUREfi Wealth, LLC4,511$2.52M2.52%+1,07913F-HRTimeline
Morton Capital Management LLC/CA4,495$2.51M0.49%+413F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…4,488$2.51M0.19%-5513F-HRTimeline
Madrona Financial Services, LLC4,488$2.51M0.69%-6413F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC4,487$2.51M0.25%+2,45813F-HRTimeline
Lion Street Advisors, LLC4,486$2.51M0.8%-88113F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,776$2.51M0.55%+24213F-HRTimeline
Tufton Capital Management4,478$2.5M0.48%-1513F-HRTimeline
Balefire, LLC4,478$2.5M0.86%+2,97313F-HRTimeline
Main Street Group, LTD4,479$2.5M0.96%-7813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,476$2.5M0.01%-6,16013F-HRTimelineGroup
BRIDGES INVESTMENT MANAGEMENT INC4,473$2.5M0.04%-26713F-HRTimeline
TPG Advisors LLC4,465$2.5M1.97%+1113F-HRTimeline
COOPER/HAIMS ADVISORS, LLC4,461$2.5M1.35%+813F-HRTimeline
Parkside Investments, LLC4,454$2.49M0.37%-18513F-HRTimeline
Lynx Investment Advisory4,451$2.49M1.66%-40513F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC4,447$2.49M1.24%-1513F-HRTimeline
ProVise Management Group, LLC4,441$2.48M0.21%+313F-HRTimeline
Arbor Wealth Advisors LLC4,441$2.48M2.22%-113F-HRTimeline
Chicago Wealth Management, Inc.4,436$2.48M1.3%+1,40413F-HRTimeline
InTrack Investment Management Inc4,433$2.48M2.25%-7613F-HRTimeline
FUTURE YOU WEALTH LLC4,426$2.48M1.59%+9913F-HRTimeline
Curran Financial Partners, LLC4,426$2.48M0.61%+19913F-HRTimeline
Abundance Wealth Counselors4,425$2.48M0.52%+2,93413F-HRTimeline
Advanced Asset Management Advisors Inc4,423$2.47M0.68%-1,11313F-HRTimeline
Northwest Capital Management Inc4,411$2.47M1.01%013F-HRTimeline
Newman Dignan & Sheerar, Inc.4,410$2.47M0.67%-1413F-HR/ATimeline
Crescent Park Management, L.P.4,407$2.47M1.24%+2,44213F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.4,396$2.46M0.78%+29713F-HRTimeline
Selway Asset Management4,384$2.45M1.01%-32513F-HRTimeline
10Elms LLP4,379$2.45M2.46%013F-HRTimeline
AMERIFLEX GROUP, INC.4,373$2.45M1%+71413F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…4,372$2.45M1.03%+313F-HRTimeline
MPS Loria Financial Planners, LLC4,366$2.44M0.72%-8513F-HRTimeline
Barnes Wealth Management Group, Inc4,365$2.44M1.57%+13413F-HRTimeline
Annis Gardner Whiting Capital Advisors,…4,332$2.43M1.03%-213F-HRTimeline
AMI ASSET MANAGEMENT CORP4,337$2.43M0.14%+1,41313F-HRTimeline
Aull & Monroe Investment Management Corp4,324$2.42M1.2%+3513F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…4,310$2.41M0.59%+2,03913F-HRTimeline
Outlook Wealth Advisors, LLC4,300$2.41M0.67%-1,56113F-HRTimeline
Equita Financial Network, Inc.4,298$2.4M0.84%+3513F-HRTimeline
Clayton Financial Group LLC4,297$2.4M0.88%-8213F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding4,284$2.4M+497Timeline
Marex Group Ltdin group Marex Group Ltd4,278$2.39M0.05%+1,51613F-HRTimelineGroup
Olde Wealth Management, LLC4,277$2.39M0.84%+113F-HRTimeline
IFC Advisors LLC4,275$2.39M0.5%-66913F-HRTimeline
Ironwood Wealth Management, LLC.4,263$2.38M0.73%-11413F-HRTimeline
Hughes Financial Services, LLC4,249$2.38M0.47%-55513F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC4,242$2.38M2.26%-213F-HRTimeline
Mach-1 Financial Group, LLC4,248$2.38M0.71%new13F-HRTimeline
Affinity Capital Advisors, LLC4,442$2.37M0.47%+2113F-HRTimeline
LMCG INVESTMENTS, LLC4,217$2.36M0.16%-30,89013F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC4,215$2.36M2.22%-6,82613F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…4,505$2.36M0.96%+8813F-HRTimeline
Hoese & Co LLP4,211$2.36M2.04%013F-HRTimeline
Paragon Advisors, LLC4,209$2.35M0.89%+4113F-HRTimeline
YACKTMAN ASSET MANAGEMENT LP4,202$2.35M0.03%-34,01113F-HRTimeline
Team Hewins, LLC4,189$2.35M0.91%-2113F-HR/ATimeline
NFSG Corp4,182$2.34M0.57%-20713F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC4,179$2.34M0.38%-77913F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC4,175$2.34M1.3%+55513F-HRTimeline
Worth Financial Advisory Group, LLC4,173$2.33M1.48%-1,23313F-HRTimeline
Intelligence Driven Advisers, LLC4,166$2.33M0.45%+2613F-HRTimeline
Allred Capital Management, LLC4,164$2.33M0.93%013F-HRTimeline
Stonegate Investment Group, LLC4,162$2.33M0.06%+19613F-HRTimeline
Confluence Wealth Services, Inc.4,348$2.33M0.15%+1,66213F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.4,159$2.33M0.95%+33513F-HRTimeline
Cooksen Wealth, LLC4,443$2.32M2.36%-1213F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/4,153$2.32M2.76%+6713F-HRTimeline
Stone Summit Wealth LLC4,151$2.32M0.79%+17113F-HRTimeline
OARSMAN CAPITAL, INC.4,147$2.32M0.42%+93013F-HRTimeline
Private Capital Advisors, Inc.4,145$2.32M0.28%+1,24713F-HRTimeline
Clarkston Capital Partners, LLC4,140$2.32M0.05%+79413F-HRTimeline
Rice Partnership, LLC4,128$2.31M0.47%-7213F-HRTimeline
Elite Wealth Management, Inc.4,127$2.31M0.66%-48513F-HRTimeline
Oxbow Advisors, LLC4,120$2.3M0.24%-1213F-HRTimeline
Pandora Wealth, Inc.4,118$2.3M1.52%13F-HRTimeline
Roberts Wealth Advisors, LLC4,117$2.3M0.71%-12113F-HRTimeline
Sterling Investment Counsel, LLC4,113$2.3M0.79%+3,47813F-HRTimeline
Euclidean Capital LLC4,104$2.3M0.86%-892,15013F-HRTimeline
Forthright Family Wealth Advisory LLC4,104$2.3M1.52%013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…4,094$2.29M0.08%-29513F-HRTimelineGroup
EdgeRock Capital LLC4,089$2.29M1.63%-18613F-HRTimeline
Cambridge Advisors Inc.4,089$2.29M0.5%-4013F-HRTimeline
General Partner, Inc.4,088$2.29M1.49%013F-HRTimeline
Yardley Wealth Management LLC4,086$2.29M1.35%-4,41513F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.4,083$2.28M0.29%-713F-HRTimeline
INSIGHT 2811, INC.4,072$2.28M1.16%-3813F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC4,156$2.28M1.74%-13713F-HRTimeline
Miramar Fiduciary Corp4,056$2.27M2.04%-52413F-HRTimeline
Marshall Financial Group, LLC4,052$2.27M0.5%-8313F-HRTimeline
DAVIDSON TRUST CO4,043$2.26M1.08%-613F-HRTimeline
WHALEROCK POINT PARTNERS, LLC4,034$2.26M0.54%+60913F-HRTimeline
Manhattan West Asset Management, LLC4,030$2.25M0.58%+14513F-HRTimeline
WNY Asset Management, LLC4,026$2.25M0.27%-10913F-HRTimeline
OMNI 360 Wealth, Inc.4,026$2.25M1.51%-13313F-HR/ATimeline
Capstone Financial Advisors, Inc.4,014$2.25M0.14%-2713F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…4,010$2.24M0.39%013F-HRTimeline
Alpha Zero LLC4,010$2.24M1.71%-50213F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC4,004$2.24M1.22%-313F-HRTimeline
Highlander Partners, L.P.4,000$2.24M1.38%-2,50013F-HRTimeline
ARDSLEY ADVISORY PARTNERS LP4,000$2.23M0.52%new13F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS3,990$2.23M0.05%-1513F-HRTimeline
Chung Wu Investment Group, LLC3,970$2.22M2.65%+50013F-HRTimeline
White Lighthouse Investment Management …3,968$2.22M0.4%+1913F-HRTimeline
Facet Wealth, Inc.3,931$2.22M0.06%-41713F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA3,954$2.21M0.16%-1013F-HRTimeline
Permanens Capital L.P.3,938$2.21M0.4%-23413F-HRTimeline
Level Financial Advisors3,947$2.21M0.75%+3,22713F-HRTimeline
FSM Wealth Advisors, LLC3,946$2.21M0.5%+79113F-HRTimeline
New Century Financial Group, LLC3,923$2.19M2.54%-1,29213F-HRTimeline
Sculati Wealth Management, LLC3,916$2.19M0.89%-113F-HRTimeline
YANKCOM Partnership3,915$2.19M1.2%-3313F-HRTimeline
Royal Fund Management, LLC3,904$2.19M0.26%-36,37913F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC3,908$2.19M0.23%+9713F-HRTimeline
HEADINVEST, LLC3,901$2.18M0.42%+1813F-HRTimeline
GARRISON POINT ADVISORS, LLC3,901$2.18M1.06%+20513F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC3,896$2.18M0.61%-31813F-HRTimeline
Moss Adams Wealth Advisors LLC3,883$2.18M0.23%+1813F-HRTimeline
Curbstone Financial Management Corp3,893$2.18M0.46%+65013F-HRTimeline
MEMBERS WEALTH LLC3,876$2.17M1.64%+3913F-HRTimeline
Richmond Investment Services, LLC3,871$2.17M1.18%-2,80913F-HRTimeline
AlpenGlobal Capital LLC3,867$2.16M1.56%+35713F-HRTimeline
CCG WEALTH MANAGEMENT, LLC3,865$2.16M1.29%-413F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,858$2.16M0.39%-2713F-HRTimeline
Private Wealth Asset Management, LLC3,857$2.16M0.31%13F-HRTimeline
GRANDFIELD & DODD, LLC3,853$2.16M0.13%-19813F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC3,850$2.15M0.26%-42613F-HRTimeline
Comprehensive Financial Planning, Inc./…3,848$2.15M2.09%-4813F-HRTimeline
United Advisor Group, LLC3,841$2.15M0.44%+18113F-HRTimeline
BCR Wealth Strategies, LLC3,840$2.15M0.94%-16613F-HRTimeline
Goldstein Advisors, LLC3,832$2.14M0.31%-1413F-HRTimeline
SMI Advisory Services, LLC4,243$2.14M0.48%-79,99013F-HRTimeline
Maia Wealth LLC3,959$2.13M0.48%+56013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…3,812$2.13M0.39%-36413F-HRTimeline
Forbes Financial Planning, Inc.3,809$2.13M1.58%-113F-HRTimeline
FMB WEALTH MANAGEMENT3,803$2.13M1.18%+2813F-HRTimeline
Eldridge Investment Advisors, Inc.3,803$2.13M0.49%-13413F-HRTimeline
SIERRA SUMMIT ADVISORS LLC3,790$2.12M0.46%-2713F-HRTimeline
Wagner Wealth Management, LLC3,781$2.12M0.53%+2813F-HRTimeline
Peoples Bank/KS3,781$2.12M1.43%-15513F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.3,776$2.11M0.72%13F-HRTimeline
CFO4Life Group, LLC3,774$2.11M0.36%+8313F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC3,769$2.11M0.06%+15313F-HRTimeline
Lionshead Wealth Management, LLC3,756$2.11M2.19%-2,52813F-HRTimeline
BARR E S & CO3,763$2.1M0.13%-4013F-HRTimeline
Wallace Advisory Group, LLC3,590$2.1M1.46%+2113F-HRTimeline
Clark Capital Management Group, Inc.3,759$2.1M0.02%-2,67113F-HRTimeline
Canal Capital Management, LLC3,758$2.1M0.35%-94013F-HRTimeline
Uptown Financial Advisors LLC3,755$2.1M2.17%+21113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT3,754$2.1M0.26%+2313F-HRTimeline
Savior LLC3,737$2.09M12.56%-26513F-HRTimeline
Disciplined Investments, LLC3,737$2.09M0.96%+1413F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC3,736$2.09M1.58%-16913F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC3,736$2.09M0.39%-9013F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC3,731$2.09M2.16%-15913F-HRTimeline
BNC WEALTH MANAGEMENT, LLC3,715$2.08M0.75%-10713F-HRTimeline
Bill Few Associates, Inc.3,706$2.07M0.74%-3213F-HRTimeline
ICW Investment Advisors LLC3,704$2.07M0.84%+1013F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC3,699$2.07M1.18%-33413F-HRTimeline
ALTFEST L J & CO INC3,696$2.07M0.26%-21813F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC3,694$2.07M0.09%-4,35713F-HRTimeline
Argyle Capital Partners, LLC3,684$2.06M1.77%+34413F-HRTimeline
INGALLS & SNYDER LLC3,677$2.06M0.07%+30413F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC3,676$2.06M0.35%-69513F-HRTimeline
Welch Group, LLC3,700$2.06M0.09%-4,74813F-HRTimeline
Scientech Research LLC3,656$2.05M0.54%new13F-HRTimeline
Grove Street Fiduciary, LLC3,651$2.04M1.04%013F-HRTimeline
NorthStar Asset Management LLC /NJ/3,650$2.04M1.28%-5613F-HRTimeline
SAGE ADVISORS, LLC3,642$2.04M1.43%+1313F-HRTimeline
Cranbrook Wealth Management, LLC3,639$2.04M0.47%+7413F-HRTimeline
BCS Wealth Management3,637$2.04M0.52%+1813F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…3,636$2.03M0.11%-85713F-HRTimeline
JNBA Financial Advisors3,635$2.03M0.21%+28513F-HRTimeline
Blue Chip Partners, LLC3,634$2.03M0.18%013F-HRTimeline
JSF Financial, LLC3,632$2.03M0.54%-48313F-HRTimeline
Astoria Portfolio Advisors LLC.3,772$2.02M0.69%-2513F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.3,608$2.02M1.36%-2513F-HRTimeline
McCarthy & Cox3,604$2.02M0.88%+11113F-HRTimeline
ARS Wealth Advisors Group, LLC3,596$2.01M0.28%+11513F-HRTimeline
LGT Financial Advisors LLC3,586$2.01M6.13%+4313F-HRTimeline
J.P. Marvel Investment Advisors, LLC3,582$2M0.35%-1113F-HRTimeline
Kagan Cocozza Asset Management3,577$2M1.64%-1313F-HRTimeline
Maple Capital Management, Inc.3,563$1.99M0.15%-80713F-HRTimeline
Falcon Wealth Planning3,559$1.99M0.22%+25313F-HRTimeline
Hippocratic Financial Advisors, LLC3,558$1.99M1.19%+5113F-HRTimeline
VeraBank, N.A.3,557$1.99M0.56%-12513F-HRTimeline
Legacy Private Trust Co.3,556$1.99M0.14%-7113F-HRTimeline
Sentry LLC3,554$1.99M0.39%-4013F-HRTimeline
Leith Wheeler Investment Counsel Ltd.3,550$1.99M0.14%-6213F-HRTimeline
Arista Wealth Management, LLC3,546$1.98M0.48%-14113F-HRTimeline
Ransom Advisory, Ltd3,539$1.98M0.98%-4013F-HRTimeline
Costello Asset Management, INC3,533$1.98M0.8%+21413F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV3,529$1.97M0.68%-2813F-HRTimeline
Wealth Alliance Advisory Group, LLC3,529$1.97M0.41%+713F-HRTimeline