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Disclosery

SPY STATE STR SPDR S&P 500 ETF T

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SHS (fund), issuer CIK 884394

4,199 managers (4,244 13F filers) reported a position in SPY shares at 2025-06-30, 590,828,785 shares in all. 197 filers opened a position and 146 filers sold out during the quarter.

Managers
4,199
13F filers
4,244
New
197
Added
1,793
Reduced
1,642
Sold out
146
Shares held by filers
590,828,785

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BNC WEALTH MANAGEMENT, LLC4,479$2.77M0.82%+76413F-HRTimeline
BWM Planning, LLC4,472$2.76M0.95%new13F-HRTimeline
Clark Capital Management Group, Inc.4,469$2.76M0.02%+71013F-HRTimeline
Red Door Wealth Management, LLC4,461$2.76M0.33%-31213F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC4,457$2.75M1.27%+1013F-HRTimeline
McIlrath & Eck, LLC4,452$2.75M0.31%-11913F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.4,449$2.75M0.78%+5313F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC4,443$2.75M0.04%-3013F-HRTimeline
River Street Advisors LLC4,441$2.74M1.18%-8213F-HRTimeline
Arbor Wealth Advisors LLC4,441$2.74M2.23%013F-HRTimeline
Consilium Wealth Advisory, LLC4,440$2.74M1.16%+1,52813F-HRTimeline
VeraBank, N.A.4,439$2.74M0.55%+88213F-HRTimeline
Stone Summit Wealth LLC4,433$2.74M0.85%+28213F-HRTimeline
TPG Advisors LLC4,429$2.74M1.98%-3613F-HRTimeline
Barnes Wealth Management Group, Inc4,427$2.74M1.62%+6213F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…4,420$2.73M0.59%+11013F-HRTimeline
Confluence Wealth Services, Inc.4,418$2.73M0.15%+7013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,418$2.73M0.21%-9813F-HR/ATimeline
Siligmueller & Norvid Wealth Advisors L…4,372$2.73M1.06%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…4,417$2.73M1.04%-8813F-HRTimeline
BCS Wealth Management4,412$2.73M0.59%+77513F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC4,412$2.73M0.27%-7513F-HRTimeline
HILLMAN CO4,411$2.73M1.04%-5,96013F-HRTimeline
SMI Advisory Services, LLC4,366$2.73M0.53%+12313F-HRTimeline
Cooksen Wealth, LLC4,409$2.72M2.19%-3413F-HRTimeline
Grange Capital, LLC4,407$2.72M2.85%-57813F-HRTimeline
Peterson Wealth Services4,399$2.72M0.74%-50513F-HRTimeline
Centurion Wealth Management LLC4,388$2.71M0.78%+1,17113F-HRTimeline
Geometric Wealth Advisors4,381$2.71M0.4%-96813F-HRTimeline
AMERIFLEX GROUP, INC.4,423$2.71M1.42%+5013F-HRTimeline
10Elms LLP4,379$2.71M2.58%013F-HRTimeline
City State Bank4,361$2.69M0.84%-22113F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.4,358$2.69M0.68%+1,31813F-HRTimeline
Tidemark, LLC4,357$2.69M0.87%-18713F-HRTimeline
Flaharty Asset Management, LLC4,340$2.68M0.37%-17313F-HR/ATimeline
Erickson Financial Group, LLC4,340$2.68M1.81%-27613F-HRTimeline
SkyOak Wealth, LLC4,340$2.68M0.54%+1,70813F-HRTimeline
Stenger Family Office, LLC4,224$2.68M0.69%13F-HRTimeline
MPS Loria Financial Planners, LLC4,332$2.68M0.79%-3413F-HRTimeline
Parkside Investments, LLC4,331$2.68M0.36%-12313F-HRTimeline
D L CARLSON INVESTMENT GROUP INC4,326$2.67M0.49%-1,48613F-HRTimeline
Clarkston Capital Partners, LLC4,325$2.67M0.06%+18513F-HRTimeline
Maple Capital Management, Inc.4,325$2.67M0.18%+76213F-HRTimeline
Aull & Monroe Investment Management Corp4,324$2.67M1.43%013F-HRTimeline
Baldwin Investment Management, LLC4,318$2.67M0.32%-50013F-HRTimeline
GARRISON POINT ADVISORS, LLC4,318$2.67M1.22%+41713F-HRTimeline
Pandora Wealth, Inc.4,306$2.66M1.64%+18813F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,304$2.66M0.48%-47213F-HRTimeline
Hilltop National Bank4,300$2.66M0.69%13F-HRTimeline
NorthStar Asset Management LLC /NJ/4,291$2.65M1.4%+64113F-HRTimeline
WESCAP Management Group, Inc.4,280$2.64M0.6%-2,63413F-HRTimeline
Warren Street Wealth Advisors, LLC4,275$2.64M0.88%+2,32913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…4,242$2.63M0.91%-9013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/4,247$2.62M0.29%new13F-HRTimeline
IFC Advisors LLC4,225$2.61M0.49%-5013F-HRTimeline
Private Capital Advisors, Inc.4,223$2.61M0.32%+7813F-HRTimeline
Team Hewins, LLC4,189$2.6M0.94%013F-HRTimeline
TBH Global Asset Management, LLC4,197$2.59M0.55%-65413F-HRTimeline
Crescent Park Management, L.P.4,187$2.59M1.1%-22013F-HRTimeline
Blue Chip Partners, LLC4,184$2.58M0.21%+55013F-HRTimeline
YANKCOM Partnership4,178$2.58M1.26%+26313F-HRTimeline
Alpha Zero LLC4,178$2.58M1.68%+16813F-HRTimeline
Park Edge Advisors, LLC4,168$2.58M0.66%+2,01513F-HRTimeline
Allred Capital Management, LLC4,164$2.57M0.96%013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC4,161$2.57M0.37%-1813F-HRTimeline
Hughes Financial Services, LLC4,061$2.57M0.44%-18813F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/4,149$2.56M2.95%-413F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.4,144$2.56M0.84%+36813F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.4,131$2.55M0.96%-2813F-HRTimeline
Forthright Family Wealth Advisory LLC4,130$2.55M1.62%+2613F-HRTimeline
FUTURE YOU WEALTH LLC4,125$2.55M1.38%-30113F-HRTimeline
ClearAlpha Technologies LP4,117$2.54M7.33%new13F-HRTimeline
REDW Wealth LLC4,110$2.54M1.01%-66213F-HRTimeline
Euclidean Capital LLC4,104$2.54M0.83%013F-HRTimeline
DAVIDSON TRUST CO4,091$2.53M1.17%+4813F-HRTimeline
General Partner, Inc.4,088$2.53M1.48%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.4,083$2.52M0.3%013F-HRTimeline
Cambridge Advisors Inc.4,071$2.52M0.53%-1813F-HRTimeline
Lifeworks Advisors, LLC4,069$2.51M0.37%-1,11213F-HRTimeline
OMNI 360 Wealth, Inc.4,066$2.51M1.56%+4013F-HR/ATimeline
Miramar Fiduciary Corp4,056$2.51M2.04%013F-HRTimeline
Rice Partnership, LLC4,054$2.5M0.44%-7413F-HRTimeline
CCG WEALTH MANAGEMENT, LLC4,038$2.49M1.31%+17313F-HRTimeline
WHALEROCK POINT PARTNERS, LLC4,034$2.49M0.54%013F-HRTimeline
Worth Financial Advisory Group, LLC4,025$2.49M1.53%-14813F-HRTimeline
Canal Capital Management, LLC4,022$2.48M0.39%+26413F-HRTimeline
Tudor Financial Inc.4,018$2.48M1.41%-51013F-HRTimeline
Yardley Wealth Management LLC4,016$2.48M1.36%-7013F-HRTimeline
Sculati Wealth Management, LLC4,013$2.48M0.93%+9713F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…4,010$2.48M0.4%013F-HRTimeline
INSIGHT 2811, INC.4,008$2.48M1.17%-6413F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC4,004$2.47M1.3%013F-HRTimeline
Highlander Partners, L.P.4,000$2.47M0.95%013F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS3,990$2.47M0.05%013F-HRTimeline
V. M. MANNING & CO., INC.3,823$2.46M2.72%13F-HRTimeline
Westside Investment Management, Inc.3,987$2.46M0.46%-1,78113F-HRTimeline
Moss Adams Wealth Advisors LLC3,972$2.46M0.22%+8913F-HRTimeline
HBW ADVISORY SERVICES LLC3,981$2.46M0.3%-66413F-HRTimeline
White Lighthouse Investment Management …3,978$2.46M0.4%+1013F-HRTimeline
Stonegate Investment Group, LLC3,977$2.46M0.06%-18513F-HRTimeline
Maia Wealth LLC3,975$2.46M0.47%+1613F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/3,964$2.45M<0.01%-39,92413F-HRTimeline
Goodman Financial Corp3,962$2.45M0.49%-2,05413F-HRTimeline
WNY Asset Management, LLC3,958$2.45M0.27%-6813F-HRTimeline
Burford Brothers, Inc.3,957$2.44M1.12%+3,12813F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC3,957$2.44M0.61%+6113F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA3,954$2.44M0.17%013F-HRTimeline
LMCG INVESTMENTS, LLC3,954$2.44M0.15%-26313F-HRTimeline
Lionsbridge Wealth Management LLC3,953$2.44M2.43%+2,23713F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…3,926$2.43M0.07%-16813F-HRTimelineGroup
Panoramic Capital Partners, LLC3,876$2.42M1.68%+58113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT3,913$2.42M0.28%+15913F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC3,904$2.42M2.2%-33813F-HRTimeline
Manhattan West Asset Management, LLC3,909$2.42M0.56%-12113F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC3,899$2.41M0.27%+4913F-HRTimeline
AlpenGlobal Capital LLC3,895$2.41M1.44%+2813F-HRTimeline
Astoria Portfolio Advisors LLC.3,781$2.4M0.67%+913F-HRTimeline
EdgeRock Capital LLC3,874$2.39M0.76%-21513F-HRTimeline
Facet Wealth, Inc.3,783$2.39M0.05%-14813F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,868$2.39M0.39%+1013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC3,866$2.39M0.3%-84013F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding3,857$2.38M-427Timeline
Capstone Financial Advisors, Inc.3,855$2.38M0.14%-15913F-HRTimeline
Net Worth Advisory Group3,850$2.38M0.53%+1,81813F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC3,840$2.37M0.38%+16413F-HRTimeline
GRANDFIELD & DODD, LLC3,839$2.37M0.14%-1413F-HRTimeline
BCR Wealth Strategies, LLC3,840$2.37M0.92%013F-HRTimeline
Register Financial Advisors LLC3,836$2.37M1.03%+89713F-HRTimeline
Goldstein Advisors, LLC3,832$2.37M0.32%013F-HRTimeline
Level Financial Advisors3,825$2.36M0.74%-12213F-HRTimeline
BLVD Private Wealth, LLC3,819$2.36M2.22%13F-HRTimeline
Lantern Wealth Advisors, LLC3,807$2.35M1.4%13F-HRTimeline
Eldridge Investment Advisors, Inc.3,803$2.35M0.49%013F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co3,803$2.35M0.18%+27513F-HRTimelineGroup
FMB WEALTH MANAGEMENT3,802$2.35M1.12%-113F-HRTimeline
JNBA Financial Advisors3,798$2.35M0.23%+16313F-HRTimeline
Peoples Bank/KS3,796$2.35M1.57%+1513F-HRTimeline
Comprehensive Financial Planning, Inc./…3,791$2.34M1.84%-5713F-HRTimeline
GR FINANCIAL GROUP, LLC3,784$2.34M0.57%-459,33713F-HRTimeline
Chung Wu Investment Group, LLC3,780$2.34M2.43%-19013F-HRTimeline
Archford Capital Strategies, LLC3,779$2.33M0.3%-1,36313F-HRTimeline
CFO4Life Group, LLC3,772$2.33M0.36%-213F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC3,760$2.32M2.21%+2913F-HRTimeline
SIERRA SUMMIT ADVISORS LLC3,755$2.32M0.41%-3513F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC3,749$2.32M1.68%+1313F-HRTimeline
Lionshead Wealth Management, LLC3,747$2.32M2.14%-913F-HRTimeline
Lynx Investment Advisory3,741$2.31M1.51%-71013F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC3,735$2.31M0.37%-113F-HRTimeline
Disciplined Investments, LLC3,733$2.31M0.98%-413F-HRTimeline
Park Place Capital Corp3,730$2.3M0.52%+1,64613F-HRTimeline
Oxbow Advisors, LLC3,718$2.3M0.25%-40213F-HRTimeline
Snider Financial Group3,717$2.3M0.66%+1,18513F-HRTimeline
BARR E S & CO3,713$2.29M0.13%-5013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC4,096$2.29M1.94%-6013F-HRTimeline
Bill Few Associates, Inc.3,706$2.29M0.65%013F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC3,693$2.28M0.09%+87613F-HRTimeline
CFC Planning Co LLC3,689$2.28M2.2%+25913F-HRTimeline
ICW Investment Advisors LLC3,689$2.28M0.9%-1513F-HRTimeline
BIP Alliance, LLC3,681$2.27M0.87%+1,06213F-HRTimeline
Claris Financial LLC3,671$2.27M1.71%+66513F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…3,670$2.27M0.37%-14213F-HRTimeline
Suncoast Equity Management3,659$2.26M0.23%+37113F-HR/ATimeline
Wealth Alliance Advisory Group, LLC3,654$2.26M0.43%+12513F-HRTimeline
Grove Street Fiduciary, LLC3,654$2.26M1.09%+313F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC3,670$2.26M0.81%+1,57013F-HRTimeline
Freestate Advisors LLC3,643$2.25M2.01%-11,32813F-HRTimeline
Selective Wealth Management, Inc.3,578$2.23M0.82%-4513F-HRTimeline
FORTE CAPITAL LLC /ADV3,613$2.23M0.24%+40413F-HRTimeline
Cranbrook Wealth Management, LLC3,610$2.23M0.48%-2913F-HRTimeline
Uptown Financial Advisors LLC3,608$2.23M2.07%-14713F-HRTimeline
CapWealth Advisors, LLC3,592$2.22M0.22%+60113F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.3,584$2.21M1.4%-2413F-HRTimeline
Financial Management Professionals, Inc.3,572$2.21M0.25%-22,48713F-HRTimeline
J.P. Marvel Investment Advisors, LLC3,582$2.21M0.36%013F-HRTimeline
McCarthy & Cox3,582$2.21M0.58%-2213F-HRTimeline
EAGLE CAPITAL MANAGEMENT LLC3,563$2.2M0.01%-1,75513F-HRTimeline
Leith Wheeler Investment Counsel Ltd.3,550$2.19M0.16%013F-HR/ATimeline
Wagner Wealth Management, LLC3,544$2.19M0.5%-23713F-HRTimeline
Catalina Capital Group, LLC3,542$2.19M1.48%+40013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…3,540$2.19M0.11%-9613F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding3,540$2.19M+794Timeline
Abundance Wealth Counselors3,537$2.19M0.41%-88813F-HRTimeline
1607 Capital Partners, LLC3,520$2.17M0.18%new13F-HRTimeline
Marshall Financial Group, LLC3,503$2.17M0.43%-54913F-HRTimeline
ARS Wealth Advisors Group, LLC3,519$2.17M0.25%-7713F-HRTimeline
Murphy & Mullick Capital Management Corp3,456$2.17M1.77%+2,28813F-HRTimeline
Modus Advisors, LLC3,518$2.17M0.65%+213F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC3,507$2.17M1.08%-19213F-HRTimeline
KMT WEALTH MANAGEMENT, LLC3,504$2.16M1.28%-4,31913F-HRTimeline
Williams & Novak Wealth Management, LLC3,504$2.16M1.84%-1,27213F-HRTimeline
YACKTMAN ASSET MANAGEMENT LP3,503$2.16M0.03%-69913F-HRTimeline
Falcon Wealth Planning3,498$2.16M0.22%-6113F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…3,483$2.15M0.46%+70013F-HRTimeline
Costello Asset Management, INC3,481$2.15M0.81%-5213F-HRTimeline
Allegiance Financial Group Advisory Ser…3,463$2.15M0.57%-1,11313F-HRTimeline
Mainstream Capital Management LLC3,471$2.14M1.56%+9013F-HRTimeline
AMI ASSET MANAGEMENT CORP3,469$2.14M0.12%-86813F-HRTimeline
Chemistry Wealth Management LLC3,466$2.14M0.46%+40813F-HRTimeline
Hippocratic Financial Advisors, LLC3,465$2.14M1.14%-9313F-HRTimeline
TABLEAUX LLC3,462$2.14M1.23%+413F-HR/ATimeline