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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
Mason Investment Advisory Services, Inc.5,252$3.58M0.17%-4013F-HRTimeline
Cardinal Point Capital Management ULC5,232$3.57M0.23%+5213F-HRTimeline
Mirador Capital Partners LP5,241$3.57M0.49%+51813F-HRTimeline
Integrated Financial Solutions, Inc.5,206$3.55M2.53%+39513F-HRTimeline
SP Asset Management LLC5,195$3.54M0.28%+1313F-HRTimeline
Rede Wealth, LLC5,192$3.54M1.23%+3,48913F-HRTimeline
Fielder Capital Group LLC5,189$3.54M0.75%013F-HRTimeline
Vericrest Private Wealth5,171$3.53M3.13%13F-HRTimeline
Trilogy Capital Inc.5,170$3.53M0.16%+32513F-HRTimeline
Fire Capital Management LLC5,170$3.53M1.76%-36313F-HRTimeline
Alpha Wealth Funds, LLC5,169$3.52M2.37%+17813F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC5,167$3.52M0.57%+2,19513F-HRTimeline
Black Diamond Financial, LLC5,148$3.51M0.37%+413F-HRTimeline
Strait & Sound Wealth Management LLC5,145$3.51M1.31%+2013F-HRTimeline
WARNER FINANCIAL, INC5,139$3.5M1.22%+113F-HRTimeline
1 NORTH WEALTH SERVICES LLC5,129$3.5M1.23%+60113F-HRTimeline
Omega Financial Group, LLC5,122$3.49M1.16%-5713F-HRTimeline
Evergreen Advisors, LLC5,120$3.49M0.85%13F-HRTimeline
Lynx Investment Advisory5,108$3.48M1.9%-4913F-HRTimeline
Financial Advisors Network, Inc.5,101$3.48M0.48%-213F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP5,096$3.48M0.5%+7013F-HRTimeline
MOR Wealth Management, LLC5,095$3.47M1.59%13F-HRTimeline
Leeward Financial Partners, LLC5,093$3.47M0.98%-7113F-HRTimeline
Legacy Financial Advisors, Inc.5,088$3.47M0.48%+96613F-HRTimeline
ARWA LLC5,086$3.47M2.03%13F-HRTimeline
EAGLE WEALTH STRATEGIES LLC5,075$3.46M1.61%-9213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,038$3.45M1.15%-4,72413F-HRTimelineGroup
East Coast Asset Management, LLC.5,041$3.44M1.01%-16513F-HRTimeline
Phillips Wealth Planners LLC5,014$3.44M2.76%+4,55213F-HRTimeline
Madrid Wealth Management, LLC5,038$3.44M2.79%13F-HRTimeline
HARRIS ASSOCIATES L P5,037$3.43M<0.01%+3,03613F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…5,033$3.43M0.39%-4,08713F-HR/ATimelineGroup
ROVIN CAPITAL /UT/ /ADV5,027$3.43M0.91%013F-HRTimeline
Parisi Gray Wealth Management5,014$3.42M0.78%-29413F-HRTimeline
Verus Financial Partners, Inc.4,930$3.42M0.31%-4113F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV5,003$3.41M0.74%+6013F-HRTimeline
Broderick Brian C5,000$3.41M0.64%013F-HRTimeline
Pavion Blue Capital, LLC4,998$3.41M1.42%-413F-HRTimeline
Bramshill Investments, LLC4,996$3.41M0.19%+4,50013F-HRTimeline
Main Street Group, LTD4,995$3.41M1.17%+23313F-HRTimeline
Asset Management Group, Inc.4,994$3.41M0.55%-2713F-HRTimeline
Private Wealth Group, LLC4,994$3.41M1.63%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC4,987$3.4M0.29%+4613F-HRTimeline
Paladin Advisory Group, LLC4,985$3.4M2.48%-17113F-HRTimeline
Olde Wealth Management, LLC4,971$3.4M1.05%+24313F-HRTimeline
NFSG Corp4,980$3.4M0.53%+88913F-HRTimeline
Asset Allocation & Management Company, …4,979$3.4M1.35%013F-HRTimeline
Tranquilli Financial Advisor LLC4,976$3.39M1.97%-2313F-HRTimeline
Dorsey Wright & Associates4,970$3.39M0.73%+4,65513F-HRTimeline
EPIQ PARTNERS, LLC4,959$3.38M1.58%-11013F-HRTimeline
Beaumont Financial Advisors, LLC4,958$3.38M0.22%-21313F-HRTimeline
Cottage Street Advisors LLC4,956$3.38M1.43%-1713F-HRTimeline
Werba Rubin Papier Wealth Management4,951$3.38M0.91%-1,16213F-HRTimeline
SEARLE & CO.4,950$3.38M0.87%013F-HRTimeline
BANK OZK4,943$3.37M1.19%+913F-HRTimeline
Madrona Financial Services, LLC4,932$3.36M0.72%-113F-HRTimeline
MLP3, LLC4,922$3.36M3.66%13F-HRTimeline
Meramec Financial Planners, LLC4,859$3.36M1.31%13F-HRTimeline
Crown Wealth Group, LLC4,902$3.34M0.93%+1,86813F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV4,900$3.34M0.91%-1313F-HRTimeline
Investor's Fiduciary Advisor Network, L…4,885$3.33M0.71%+3,22613F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.4,884$3.33M0.8%-4213F-HRTimeline
Nikulski Financial, Inc.4,874$3.32M0.79%-2,04613F-HRTimeline
Burford Brothers, Inc.4,847$3.31M1.36%+89213F-HRTimeline
Simplicity Wealth,LLC4,846$3.3M0.2%-2,88713F-HRTimeline
Merkkuri Wealth Advisors LLC4,845$3.3M2.25%-1,03313F-HRTimeline
Harbour Capital Advisors, LLC4,834$3.3M0.67%-1013F-HRTimeline
VeraBank, N.A.4,839$3.3M0.6%-20713F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…4,839$3.3M0.58%+23313F-HRTimeline
ICW Investment Advisors LLC4,838$3.3M1.2%+1,13913F-HRTimeline
Trust Co of the South4,835$3.3M0.53%-11013F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC4,826$3.29M2.43%+1113F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC4,821$3.29M2.74%-90013F-HRTimeline
MANCHESTER FINANCIAL INC4,812$3.28M0.61%-9313F-HRTimeline
Pacific Center for Financial Services4,917$3.28M0.84%013F-HRTimeline
Ellevest, Inc.4,797$3.27M0.45%+213F-HRTimeline
FORTEM FINANCIAL GROUP, LLC4,796$3.27M0.87%+7613F-HRTimeline
Noked Israel Ltdin group Noked Israel Ltd4,794$3.27M0.52%013F-HRTimelineGroup
Financial Enhancement Group LLC4,766$3.27M0.42%-17913F-HRTimeline
JM2 Capital Inc.4,788$3.27M2.62%13F-HRTimeline
Centurion Wealth Management LLC4,785$3.26M0.72%+30413F-HRTimeline
TBH Global Asset Management, LLC4,757$3.24M0.54%+53313F-HRTimeline
Clarity Capital Advisors, LLC4,754$3.24M1.62%+413F-HRTimeline
Verum Partners LLC4,743$3.23M0.65%-113F-HRTimeline
1834 INVESTMENT ADVISORS CO4,740$3.23M0.41%-76613F-HRTimeline
OARSMAN CAPITAL, INC.4,739$3.23M0.42%+43813F-HRTimeline
LEIGH BALDWIN & CO., LLC4,738$3.23M2.12%+8613F-HRTimeline
Cascade Financial Partners, LLC4,736$3.23M0.33%-4013F-HRTimeline
Axis Wealth Partners, LLC4,735$3.23M1.78%-1713F-HRTimeline
Permanens Capital L.P.4,707$3.22M0.42%+38913F-HRTimeline
Rollins Financial Advisors, LLC4,720$3.22M0.47%-4113F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.4,711$3.21M0.21%-38113F-HRTimelineGroup
MPS Loria Financial Planners, LLC4,707$3.21M0.83%+30313F-HRTimeline
Peterson Wealth Services4,706$3.21M0.82%+3,44613F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC4,704$3.21M1.06%+17013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.4,704$3.21M0.8%+18813F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC4,700$3.21M2.56%-2013F-HRTimeline
SOA Wealth Advisors, LLC.4,693$3.2M0.54%-2213F-HRTimeline
Ameraudi Asset Management, Inc.4,688$3.2M1.76%013F-HRTimeline
Olistico Wealth, LLC4,685$3.2M1.56%-7413F-HRTimeline
Total Wealth Planning & Management, Inc.4,680$3.19M2.53%13F-HRTimeline
Curran Financial Partners, LLC4,679$3.19M0.61%-10613F-HRTimeline
First County Bank /CT/4,677$3.19M1.67%-35413F-HRTimeline
ARMSTRONG HENRY H ASSOCIATES INC4,674$3.19M0.3%+113F-HRTimeline
Aurelius Family Office LLC4,631$3.18M1.37%-713F-HRTimeline
Barnes Wealth Management Group, Inc4,658$3.18M1.7%-1713F-HRTimeline
Osbon Capital Management LLC4,649$3.17M2.97%13F-HRTimeline
Advyzon Investment Management, LLC4,632$3.16M0.37%+2,82413F-HRTimeline
Realta Investment Advisors4,631$3.16M1.04%-75813F-HRTimeline
Calder Financial LLC4,629$3.16M3.1%13F-HRTimeline
Park Edge Advisors, LLC4,624$3.15M0.71%+24813F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.4,604$3.14M0.48%013F-HRTimeline
VUB Generali dochodkova spravcovska spo…4,600$3.14M2.4%13F-HRTimeline
Merrion Investment Management Co, LLC4,597$3.13M1.69%-1013F-HRTimeline
Koss-Olinger Consulting, LLC4,596$3.13M0.24%-1,98213F-HRTimeline
Ceeto Capital Group, LLC4,580$3.13M0.91%013F-HRTimeline
Newman Dignan & Sheerar, Inc.4,569$3.12M0.65%-1813F-HRTimeline
Israel Discount Bank of New York4,567$3.11M8.47%+4,14513F-HRTimeline
SIERRA SUMMIT ADVISORS LLC4,562$3.11M0.48%-22513F-HRTimeline
NorthStar Asset Management LLC /NJ/4,561$3.11M1.4%+18313F-HRTimeline
Ironwood Financial, llc4,466$3.1M0.53%-38813F-HRTimeline
POWER WEALTH MANAGEMENT LLC4,551$3.1M1.09%-35213F-HRTimeline
Equita Financial Network, Inc.4,549$3.1M0.93%-4513F-HRTimeline
WealthSpring Partners, LLC4,548$3.1M3.18%13F-HRTimeline
Geometric Wealth Advisors4,517$3.08M0.4%+4613F-HRTimeline
CADINHA & CO LLC4,514$3.08M0.47%-3713F-HRTimeline
Westwind Capital4,513$3.08M0.63%+2,63413F-HRTimeline
Maple Capital Management, Inc.4,506$3.07M0.19%+8513F-HRTimeline
Longview Financial Advisors, Inc.4,503$3.07M2.09%-4113F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC4,496$3.07M3.03%13F-HRTimeline
OMNI 360 Wealth, Inc.4,440$3.07M1.57%+39413F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.4,493$3.06M0.21%-7413F-HRTimeline
Mach-1 Financial Group, LLC4,482$3.06M0.63%+3,78213F-HRTimeline
ICG Advisors, LLC4,471$3.06M8.26%13F-HRTimeline
Spectrum Wealth Advisory Group, LLC4,478$3.05M1.12%-33413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.4,473$3.05M0.29%-7413F-HRTimeline
Kelsey Financial, LLC4,469$3.05M2.62%13F-HRTimeline
Center for Financial Planning, Inc.4,463$3.04M0.32%-51113F-HRTimeline
American Capital Advisory, LLC4,451$3.04M1.32%+1,15513F-HRTimeline
TPG Advisors LLC4,450$3.03M1.89%+1013F-HRTimeline
Aull & Monroe Investment Management Corp4,448$3.03M1.52%+11513F-HRTimeline
COOPER/HAIMS ADVISORS, LLC4,447$3.03M1.38%+713F-HRTimeline
Bull Street Advisors, LLC4,442$3.03M1.41%-4513F-HRTimeline
Arbor Wealth Advisors LLC4,441$3.03M2.16%013F-HRTimeline
PUREfi Wealth, LLC4,434$3.02M2.32%-1613F-HRTimeline
OPTIMA CAPITAL LLC4,422$3.02M1.31%-1,49813F-HRTimeline
Confluence Wealth Services, Inc.4,415$3.01M0.12%+2913F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC4,412$3.01M0.91%+1213F-HRTimeline
HILLMAN CO4,411$3.01M1.04%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,396$3M0.42%+39313F-HRTimeline
Affinity Capital Advisors, LLC4,395$3M0.41%-14713F-HRTimeline
DAVIDSON TRUST CO4,391$2.99M1.25%+25013F-HRTimeline
Cooksen Wealth, LLC4,379$2.99M2.18%-3013F-HRTimeline
High Falls Advisors, Inc4,377$2.98M0.6%-1,05013F-HRTimeline
YANKCOM Partnership4,366$2.98M1.27%+26013F-HRTimeline
Washington Trust Bank4,365$2.98M0.21%+3,13213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
City State Bank4,361$2.97M0.81%-1013F-HRTimeline
Consilium Wealth Advisory, LLC4,356$2.97M1.1%-6213F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC4,355$2.97M1.21%-2113F-HRTimeline
ANCHYRA PARTNERS LLC4,341$2.96M0.91%13F-HRTimeline
BNC WEALTH MANAGEMENT, LLC4,338$2.96M0.76%-8013F-HRTimeline
Old Peak Finance LLC4,338$2.96M1.83%13F-HRTimeline
SkyOak Wealth, LLC4,333$2.96M0.53%-2013F-HRTimeline
Beck Bode, LLC4,330$2.95M0.49%+3,82213F-HRTimeline
ProVise Management Group, LLC4,330$2.95M0.21%-5013F-HRTimeline
CFC Planning Co LLC4,325$2.95M2.27%+53113F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …4,321$2.95M0.49%-1513F-HRTimelineGroup
Tufton Capital Management4,312$2.94M0.51%-20413F-HRTimeline
BWM Planning, LLC4,311$2.94M0.79%+313F-HRTimeline
Capstone Financial Advisors, Inc.4,301$2.93M0.16%-4013F-HRTimeline
Hilltop National Bank4,300$2.93M0.71%+1713F-HRTimeline
Telos Capital Management, Inc.4,297$2.93M0.27%+1,20613F-HRTimeline
Grange Capital, LLC4,295$2.93M2.81%-5913F-HRTimeline
Worth Financial Advisory Group, LLC4,292$2.93M1.42%+11413F-HRTimeline
WealthCare Asset Management, LLC4,377$2.93M2.7%13F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC4,290$2.93M0.62%-1,81413F-HRTimeline
Mathes Company, Inc.4,280$2.92M1.04%-50013F-HRTimeline
D L CARLSON INVESTMENT GROUP INC4,280$2.92M0.49%+2513F-HRTimeline
KELLEHER FINANCIAL ADVISORS4,280$2.92M0.67%+113F-HRTimeline
River Street Advisors LLC4,277$2.92M1.09%-16413F-HRTimeline
ARS Wealth Advisors Group, LLC4,271$2.91M0.26%-2,34413F-HRTimeline
Snider Financial Group4,259$2.9M0.77%+59313F-HRTimeline
Bayshore Capital Advisors, LLC4,259$2.9M1.45%13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC4,258$2.9M0.05%+2,04113F-HRTimelineGroup
McIlrath & Eck, LLC4,250$2.9M0.27%-14613F-HRTimeline
MCDANIEL TERRY & CO4,218$2.88M0.25%+1513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC4,215$2.87M0.35%+10713F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…4,213$2.87M0.41%+19613F-HRTimeline
Elmwood Wealth Management, Inc.4,211$2.87M0.91%+3,17113F-HRTimeline
Yardley Wealth Management LLC4,208$2.87M1.53%013F-HRTimeline
Archford Capital Strategies, LLC4,197$2.86M0.33%+113F-HRTimeline
Permanent Capital Management, LP4,185$2.86M0.56%-1,29713F-HRTimeline
Team Hewins, LLC4,185$2.86M0.92%+713F-HRTimeline
Trevian Wealth Management LLC4,191$2.86M1.36%+1,64413F-HRTimeline
CM WEALTH ADVISORS LLC4,174$2.85M0.65%+78013F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding4,179$2.85M-73Timeline
CHESAPEAKE ASSET MANAGEMENT LLC4,164$2.85M2.36%+26013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/4,173$2.85M0.28%-39913F-HRTimeline
FMB WEALTH MANAGEMENT4,170$2.84M1.12%+36813F-HRTimeline
Financial Synergies Wealth Advisors, In…4,166$2.84M0.27%-1,02513F-HRTimeline