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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
Wealthquest Corp4,953$3.22M0.23%-36413F-HR/ATimeline
ARWA LLC4,721$3.21M1.59%-36513F-HRTimeline
Parisi Gray Wealth Management4,934$3.21M0.76%-8013F-HRTimeline
Freestate Advisors LLC4,925$3.2M2.56%-43713F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…4,921$3.2M0.4%-11213F-HR/ATimelineGroup
Alpha Wealth Funds, LLC4,915$3.2M2.27%-25413F-HRTimeline
Fire Capital Management LLC4,908$3.19M1.49%-26213F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV4,905$3.19M0.91%+513F-HRTimeline
Mirador Capital Partners LP4,904$3.19M0.45%-33713F-HRTimeline
Cottage Street Advisors LLC4,897$3.18M1.38%-5913F-HRTimeline
Weinberger Asset Management, Inc4,863$3.16M1.19%-98513F-HRTimeline
SAXON INTERESTS, INC.4,842$3.15M1.09%-2,71413F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC4,837$3.15M2.33%+1113F-HRTimeline
Trust Co of the South4,835$3.14M0.51%013F-HRTimeline
NFSG Corp4,819$3.13M0.52%-16113F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC4,815$3.13M2%+3,16613F-HRTimeline
Kelsey Financial, LLC4,796$3.12M2.73%+32713F-HRTimeline
Noked Israel Ltdin group Noked Israel Ltd4,794$3.12M0.46%013F-HRTimelineGroup
BANK OZK4,792$3.12M1.1%-15113F-HRTimeline
OPTIMAS CAPITAL Ltd4,780$3.11M6.98%new13F-HRTimeline
Brookwood Investment Group LLC4,764$3.1M0.4%-2,50113F-HRTimeline
Intelligence Driven Advisers, LLC4,761$3.1M0.54%-25,17613F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.4,759$3.09M0.74%-12513F-HRTimeline
Clarity Capital Advisors, LLC4,758$3.09M1.44%+413F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.4,754$3.09M0.77%+5013F-HRTimeline
Timothy G. Youngquist 2020 Irrevocable …4,747$3.09M1.51%new13F-HRTimeline
ARMSTRONG HENRY H ASSOCIATES INC4,742$3.08M0.31%+6813F-HRTimeline
Peterson Wealth Services4,741$3.08M0.76%+3513F-HRTimeline
Elmwood Wealth Management, Inc.4,739$3.08M0.85%+52813F-HRTimeline
Geometric Wealth Advisors4,738$3.08M0.39%+22113F-HRTimeline
Shaker Financial Services, LLC4,709$3.07M1.07%-3,07213F-HRTimeline
EdgeRock Capital LLC4,720$3.07M0.83%+56413F-HRTimeline
Paladin Advisory Group, LLC4,713$3.07M2.33%-27213F-HRTimeline
VeraBank, N.A.4,712$3.06M0.56%-12713F-HRTimeline
Hurley Capital, LLC4,700$3.06M1.64%+60413F-HRTimeline
Dala Group, LLC4,697$3.05M2.55%+62213F-HRTimeline
QVT Financial LP4,696$3.05M0.24%new13F-HRTimeline
Ameraudi Asset Management, Inc.4,692$3.05M1.66%+413F-HRTimeline
Olde Wealth Management, LLC4,680$3.05M0.97%-29113F-HRTimeline
MPS Loria Financial Planners, LLC4,686$3.05M0.8%-2113F-HRTimeline
Asset Management Group, Inc.4,675$3.04M0.49%-31913F-HRTimeline
Rollins Financial Advisors, LLC4,674$3.04M0.48%-4613F-HRTimeline
Advyzon Investment Management, LLC4,658$3.03M0.27%+2613F-HRTimeline
SIERRA SUMMIT ADVISORS LLC4,654$3.03M0.44%+9213F-HRTimeline
WorthPointe, LLC4,639$3.02M0.82%-2,69913F-HRTimeline
1834 INVESTMENT ADVISORS CO4,633$3.01M0.38%-10713F-HRTimeline
Asset Allocation & Management Company, …4,631$3.01M1.12%-34813F-HRTimeline
Permanent Capital Management, LP4,185$3.01M0.47%013F-HRTimeline
Merkkuri Wealth Advisors LLC4,612$3M1.99%-23313F-HRTimeline
POWER WEALTH MANAGEMENT LLC4,608$3M1.12%+5713F-HRTimeline
FORTEM FINANCIAL GROUP, LLC4,604$2.99M0.75%-19213F-HRTimeline
Consilium Wealth Advisory, LLC4,600$2.99M1.02%+24413F-HRTimeline
Axiom Investment Management LLC4,599$2.99M2.28%13F-HRTimeline
Evergreen Advisors, LLC4,599$2.99M0.7%-52113F-HRTimeline
Werba Rubin Papier Wealth Management4,598$2.99M0.42%-35313F-HRTimeline
Merrion Investment Management Co, LLC4,597$2.99M1.61%013F-HRTimeline
Spectrum Wealth Advisory Group, LLC4,583$2.98M1.11%+10513F-HRTimeline
Ascension Capital Advisors, Inc.4,582$2.98M0.94%+2,40613F-HRTimeline
Maple Capital Management, Inc.4,577$2.98M0.2%+7113F-HRTimeline
Centurion Wealth Management LLC4,566$2.97M0.67%-21913F-HRTimeline
AMERIFLEX GROUP, INC.4,551$2.96M1.5%+1,06113F-HRTimeline
Newman Dignan & Sheerar, Inc.4,550$2.96M0.62%-1913F-HRTimeline
Kohmann Bosshard Financial Services, LLC4,549$2.96M0.29%+1,22313F-HR/ATimeline
Equita Financial Network, Inc.4,546$2.96M0.93%-313F-HRTimeline
Barnes Wealth Management Group, Inc4,524$2.94M1.49%-13413F-HRTimeline
TPG Advisors LLC4,509$2.93M1.83%+5913F-HRTimeline
WealthSpring Partners, LLC4,507$2.93M2.69%-4113F-HRTimeline
PENNINGTON PARTNERS & CO., LLC4,487$2.93M1%+3,33713F-HRTimeline
BCS Wealth Management4,496$2.92M0.6%-4,21913F-HRTimeline
Longview Financial Advisors, Inc.4,482$2.92M1.78%-2113F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC4,481$2.91M2.88%-1513F-HRTimeline
Root Financial Partners, LLC4,481$2.91M0.13%+94913F-HRTimeline
NorthStar Asset Management LLC /NJ/4,465$2.9M1.4%-9613F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.4,452$2.9M0.2%-4113F-HRTimeline
Madrona Financial Services, LLC4,451$2.89M0.63%-48113F-HRTimeline
SEARLE & CO.4,450$2.89M0.73%-50013F-HRTimeline
OMNI 360 Wealth, Inc.4,449$2.89M1.49%+913F-HRTimeline
Independent Wealth Advisors LLC4,443$2.89M2.84%+40213F-HRTimeline
Arbor Wealth Advisors LLC4,441$2.89M2.03%013F-HRTimeline
Cordgrass Capital Advisors, LLC4,422$2.88M0.67%+1,23513F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…4,417$2.87M0.97%new13F-HRTimeline
SEIZERT CAPITAL PARTNERS, LLC4,413$2.87M0.13%+78713F-HRTimeline
HILLMAN CO4,411$2.87M1.12%013F-HRTimeline
Ironwood Financial, llc4,406$2.87M0.5%-6013F-HRTimeline
City State Bank4,398$2.86M0.74%+3713F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA4,388$2.86M0.07%+3,75313F-HRTimelineGroup
Bull Street Advisors, LLC4,392$2.86M1.41%-5013F-HRTimeline
ANCHYRA PARTNERS LLC4,383$2.85M0.87%+4213F-HRTimeline
Cooksen Wealth, LLC4,379$2.85M2.07%013F-HRTimeline
Axis Wealth Partners, LLC4,375$2.85M1.51%-36013F-HRTimeline
YANKCOM Partnership4,366$2.84M1.17%013F-HRTimeline
Washington Trust Bank4,365$2.84M0.21%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Affinity Capital Advisors, LLC4,364$2.84M0.4%-3113F-HRTimeline
TRUST CO OF TOLEDO NA /OH/4,364$2.84M0.27%+19113F-HRTimeline
SkyOak Wealth, LLC4,363$2.84M0.52%+3013F-HRTimeline
ARS Wealth Advisors Group, LLC4,363$2.84M0.24%+9213F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC4,362$2.84M1.18%+713F-HRTimeline
Center for Financial Planning, Inc.4,352$2.83M0.3%-11113F-HRTimeline
Archford Capital Strategies, LLC4,352$2.83M0.32%+15513F-HRTimeline
OARSMAN CAPITAL, INC.4,350$2.83M0.35%-38913F-HRTimeline
COOPER/HAIMS ADVISORS, LLC4,345$2.83M1.33%-10213F-HRTimeline
White Lighthouse Investment Management …4,342$2.82M0.39%+22513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC4,335$2.82M0.36%+12013F-HRTimeline
Ceeto Capital Group, LLC4,320$2.82M0.86%-26013F-HRTimeline
Aurelius Family Office LLC4,331$2.82M1.22%-30013F-HRTimeline
Private Capital Advisors, Inc.4,322$2.81M0.32%-1,45913F-HRTimeline
NerdWallet Wealth Partners, LLC4,320$2.81M1.23%new13F-HRTimeline
BWM Planning, LLC4,320$2.81M0.74%+913F-HRTimeline
Arch Global Advisors, LLC4,318$2.81M1.47%13F-HRTimeline
AlpenGlobal Capital LLC4,309$2.8M1.78%13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,305$2.8M0.37%-9113F-HRTimeline
Koss-Olinger Consulting, LLC4,299$2.8M0.23%-29713F-HRTimeline
KELLEHER FINANCIAL ADVISORS4,298$2.79M0.71%+1813F-HRTimeline
Financial Synergies Wealth Advisors, In…4,285$2.79M0.27%+11913F-HRTimeline
Mathes Company, Inc.4,280$2.78M1.02%013F-HRTimeline
BNC WEALTH MANAGEMENT, LLC4,267$2.78M0.77%-7113F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC4,267$2.78M0.49%new13F-HRTimeline
Trevian Wealth Management LLC4,254$2.77M1.37%+6313F-HRTimeline
Tufton Capital Management4,252$2.77M0.5%-6013F-HRTimeline
SHELTON CAPITAL MANAGEMENT4,245$2.76M0.06%+74813F-HRTimeline
ProVise Management Group, LLC4,239$2.76M0.2%-9113F-HRTimeline
D L CARLSON INVESTMENT GROUP INC4,236$2.76M0.47%-4413F-HRTimeline
American Capital Advisory, LLC4,235$2.75M1.12%-21613F-HRTimeline
Old Peak Finance LLC4,229$2.75M1.61%-10913F-HRTimeline
Realta Investment Advisors4,229$2.75M0.95%-40213F-HRTimeline
MCDANIEL TERRY & CO4,218$2.74M0.23%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…4,213$2.74M0.4%013F-HRTimeline
River Street Advisors LLC4,197$2.73M0.92%-8013F-HRTimeline
CM WEALTH ADVISORS LLC4,174$2.72M0.58%013F-HRTimeline
Team Hewins, LLC4,169$2.72M0.81%-1613F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC4,177$2.72M1.26%+8013F-HRTimeline
Allred Capital Management, LLC4,175$2.72M0.99%+1013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC4,165$2.71M2.17%+113F-HRTimeline
Astoria Portfolio Advisors LLC.3,785$2.71M0.58%-5113F-HRTimeline
TBH Global Asset Management, LLC4,158$2.7M0.54%-59913F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC4,142$2.69M0.22%+24813F-HRTimeline
Rockwood Wealth Management, LLC4,137$2.69M0.19%+33513F-HRTimeline
Aull & Monroe Investment Management Corp4,128$2.68M1.25%-32013F-HRTimeline
Roberts Wealth Advisors, LLC4,127$2.68M0.68%+87113F-HRTimeline
Stone Summit Wealth LLC4,127$2.68M0.75%-2413F-HRTimeline
Grange Capital, LLC4,125$2.68M2.67%-17013F-HRTimeline
Capstone Financial Advisors, Inc.4,123$2.68M0.14%-17813F-HRTimeline
Portus Wealth Advisors, LLC4,119$2.68M2.52%+65813F-HRTimeline
Meramec Financial Planners, LLC3,775$2.68M1.06%-1,08413F-HRTimeline
Bulltick Wealth Management, LLC4,096$2.67M0.59%+50313F-HRTimeline
Duncan Williams Asset Management, LLC4,096$2.66M0.74%-1,18313F-HRTimeline
General Partner, Inc.4,088$2.66M1.62%013F-HRTimeline
Able Wealth Management LLC4,078$2.65M0.71%+91613F-HRTimeline
Sterling Investment Counsel, LLC4,072$2.65M0.74%-1813F-HRTimeline
Annis Gardner Whiting Capital Advisors,…4,058$2.65M0.42%-513F-HRTimeline
Miramar Fiduciary Corp4,056$2.65M2.17%013F-HRTimeline
O'ROURKE & COMPANY, Inc4,064$2.64M1.05%+14613F-HRTimeline
Owlhouse Capital LP4,059$2.64M3.51%new13F-HRTimeline
Wallington Asset Management, LLC4,055$2.64M0.35%-3213F-HRTimeline
Impact Capital Partners LLC4,053$2.64M0.8%+7413F-HRTimeline
Blue Chip Partners, LLC4,047$2.63M0.19%-6313F-HRTimeline
Tudor Financial Inc.4,047$2.63M1.35%+3913F-HR/ATimeline
Legacy Financial Advisors, Inc.4,037$2.63M0.37%-1,05113F-HRTimeline
Global Assets Advisory, LLC5,011$2.62M0.75%+1,01713F-HRTimeline
J. Derek Lewis & Associates Inc.4,020$2.61M0.59%+4413F-HR/ATimeline
GRAYBILL WEALTH MANAGEMENT, LTD.4,015$2.61M0.79%+4813F-HRTimeline
INSIGHT 2811, INC.4,008$2.61M1.13%+6513F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC4,004$2.6M1.32%013F-HRTimeline
Highlander Partners, L.P.4,000$2.6M1.02%013F-HRTimeline
WealthPoint Financial, LLC3,993$2.6M2.17%-3013F-HR/ATimeline
MANCHESTER FINANCIAL INC3,990$2.59M0.5%-82213F-HRTimeline
Midwest Financial Group LLC3,987$2.59M1.11%+79213F-HRTimeline
BEARING POINT CAPITAL, LLC3,987$2.59M0.41%-1,61413F-HRTimeline
Flaharty Asset Management, LLC3,982$2.59M0.32%-18013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…3,978$2.59M0.09%013F-HRTimelineGroup
Canal Capital Management, LLC3,974$2.58M0.35%+7613F-HRTimeline
Burford Brothers, Inc.3,971$2.58M1.06%-87613F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV3,969$2.58M0.34%-7513F-HRTimeline
Sculati Wealth Management, LLC3,966$2.58M0.95%013F-HRTimeline
1015 Capital Partners, LLC3,950$2.57M2.5%013F-HRTimeline
WNY Asset Management, LLC3,948$2.57M0.27%13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.3,946$2.57M0.29%-5513F-HRTimeline
Panoramic Capital Partners, LLC3,943$2.56M1.58%+3413F-HRTimeline
Rydar Equities, Inc.3,937$2.56M1.98%-16413F-HRTimeline
Olistico Wealth, LLC3,933$2.56M1.26%-75213F-HRTimeline
Goodman Financial Corp3,932$2.56M0.44%-213F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC3,922$2.55M0.27%-15,85713F-HRTimelineGroup
Register Financial Advisors LLC3,921$2.55M0.94%+113F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC3,914$2.55M1.93%-90713F-HRTimeline
Comprehensive Financial Planning, Inc./…3,906$2.54M1.76%+3713F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS3,904$2.54M0.05%+6213F-HRTimeline
McIlrath & Eck, LLC3,900$2.54M0.19%-35013F-HRTimeline
CONGRESS ASSET MANAGEMENT CO3,881$2.52M0.02%+19913F-HRTimeline
Chung Wu Investment Group, LLC3,880$2.52M2.17%013F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC3,862$2.51M0.36%+1813F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/3,860$2.51M2.88%-6513F-HRTimeline
LEIGH BALDWIN & CO., LLC3,856$2.51M1.62%-88213F-HRTimeline
Tidemark, LLC3,849$2.5M0.64%+2313F-HRTimeline
Cambridge Advisors Inc.3,848$2.5M0.49%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.3,846$2.5M0.25%-62713F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC3,845$2.5M0.38%013F-HRTimeline
CFC Planning Co LLC3,837$2.5M1.8%-48813F-HRTimeline
HBK INVESTMENTS L P3,832$2.49M0.03%+2,39513F-HRTimeline
Goldstein Advisors, LLC3,832$2.49M0.28%013F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.3,831$2.49M1.14%+53913F-HRTimeline