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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
KORNITZER CAPITAL MANAGEMENT INC /KS3,882$2.9M0.06%-2213F-HRTimeline
Chung Wu Investment Group, LLC3,880$2.9M1.91%013F-HRTimeline
Register Financial Advisors LLC3,879$2.9M0.89%-4213F-HRTimeline
Schorn Wealth LLC3,878$2.9M0.76%-4,69713F-HRTimeline
DDD Partners, LLC3,863$2.89M0.18%-2,45913F-HRTimeline
Caitlin John, LLC3,855$2.88M1.58%+2,66713F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.3,852$2.88M0.01%+2,98013F-HRTimelineGroup
MANCHESTER FINANCIAL INC3,850$2.88M0.51%-14013F-HRTimeline
Tidemark, LLC3,849$2.87M0.65%013F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/3,847$2.87M2.95%-1313F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC3,845$2.87M0.38%013F-HRTimeline
United Advisor Group, LLC3,841$2.87M0.3%+5613F-HRTimeline
Quotient Wealth Partners, LLC3,840$2.87M0.07%+1913F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.3,831$2.86M1.2%013F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV3,828$2.86M0.65%+64613F-HRTimeline
Yardley Wealth Management LLC3,812$2.85M1.29%+113F-HRTimeline
CADINHA & CO LLC3,802$2.84M0.42%-1513F-HRTimeline
Sonoma Allocations LLC9,049$2.83M0.88%+5,97613F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.3,791$2.83M0.37%-213F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV3,789$2.83M0.36%-18013F-HRTimeline
Tudor Financial Inc.3,787$2.83M1.27%-26013F-HR/ATimeline
Cambridge Advisors Inc.3,786$2.83M0.49%-6213F-HRTimeline
Pacific Center for Financial Services3,781$2.82M0.63%-1313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.3,773$2.82M0.25%-7313F-HR/ATimeline
Legacy Financial Advisors, Inc.3,772$2.82M0.34%-26513F-HRTimeline
GoalVest Advisory LLC3,770$2.82M0.52%+26213F-HRTimeline
BURNEY CO/3,770$2.82M0.08%+17013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.3,769$2.81M0.29%-17713F-HRTimeline
Williams & Novak Wealth Management, LLC3,767$2.81M1.88%+14413F-HRTimeline
Hughes Financial Services, LLC3,764$2.81M0.37%-5213F-HRTimeline
RTD Financial Advisors, Inc.3,760$2.81M0.31%+11513F-HRTimeline
ICW Investment Advisors LLC3,756$2.8M0.98%+713F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC3,750$2.8M1.68%-3613F-HRTimeline
1015 Capital Partners, LLC3,750$2.8M2.35%-20013F-HRTimeline
Sculati Wealth Management, LLC3,766$2.8M0.93%-20013F-HRTimeline
Redwood Family Wealth LLC3,745$2.8M2.48%-7113F-HRTimeline
MIDDLETON & CO INC/MA3,742$2.79M0.3%-1,45813F-HRTimeline
Wallace Advisory Group, LLC3,739$2.79M2.63%+13913F-HRTimeline
GAINLINE FINANCIAL PARTNERS, LLC3,738$2.79M2.61%13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT3,737$2.79M0.28%+313F-HRTimeline
Steelhead Wealth Management LLC3,730$2.79M1.12%-2913F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…3,746$2.78M0.04%new13F-HRTimelineGroup
CFC Planning Co LLC3,725$2.78M1.64%-11213F-HRTimeline
Fulton Bank, N.A.3,723$2.78M0.08%+45513F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…3,718$2.78M0.15%+25513F-HRTimeline
ICG Advisors, LLC3,716$2.78M9.23%+1213F-HRTimeline
Santori & Peters, Inc.3,711$2.77M0.78%+20113F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC3,706$2.77M0.34%-15613F-HRTimeline
Goodman Financial Corp3,698$2.76M0.43%-23413F-HRTimeline
Cranbrook Wealth Management, LLC3,691$2.76M0.52%+12513F-HRTimeline
Net Worth Advisory Group3,690$2.76M0.69%+4513F-HRTimeline
111 Capital3,675$2.74M0.47%-5,19213F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …3,675$2.74M0.38%-2513F-HRTimelineGroup
LAZARI CAPITAL MANAGEMENT, INC.3,674$2.74M0.85%-14513F-HRTimeline
Eldridge Investment Advisors, Inc.3,664$2.74M0.54%+4013F-HRTimeline
Pictet North America Advisors SA3,662$2.73M0.24%-3,42513F-HRTimeline
Grove Street Fiduciary, LLC3,651$2.73M1.15%013F-HRTimeline
BARR E S & CO3,651$2.73M0.15%013F-HRTimeline
Spartan Wealth Advisory Services LLC3,645$2.72M0.22%+27513F-HRTimeline
UNITED BANK3,638$2.72M0.32%013F-HRTimeline
Roberts Wealth Advisors, LLC3,634$2.71M0.62%-49313F-HRTimeline
LEIGH BALDWIN & CO., LLC3,625$2.71M1.46%-23113F-HRTimeline
Uptown Financial Advisors LLC3,624$2.71M1.98%-413F-HRTimeline
Meramec Financial Planners, LLC3,661$2.71M0.99%-11413F-HRTimeline
BCR Wealth Strategies, LLC3,620$2.7M0.76%013F-HRTimeline
ARWA LLC3,596$2.7M1.12%-1,12513F-HRTimeline
Marshall Financial Group, LLC3,611$2.7M0.39%+15413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC3,606$2.69M0.01%+66213F-HRTimelineGroup
BLUELINE ADVISORS LLC3,605$2.69M1.86%013F-HRTimeline
JNBA Financial Advisors3,605$2.69M0.2%-5413F-HRTimeline
Axis Wealth Partners, LLC3,604$2.69M1.29%-77113F-HRTimeline
Boreal Capital Management LLC0$2.69M2%-113F-HRTimelineAmount filed as zero, left out of ratios.
LMCG INVESTMENTS, LLC3,600$2.69M0.14%-4813F-HRTimeline
Financial Council, LLC3,592$2.68M0.87%+35613F-HRTimeline
Lionshead Wealth Management, LLC3,591$2.68M1.74%-2613F-HRTimeline
Osprey Private Wealth LLC3,587$2.68M0.69%+2013F-HRTimeline
J.P. Marvel Investment Advisors, LLC3,582$2.67M0.31%013F-HRTimeline
NWM ADVISORS, LLC3,578$2.67M2.1%-5313F-HR/ATimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC3,583$2.67M0.41%-125,10513F-HRTimelineGroup
GR FINANCIAL GROUP, LLC3,573$2.67M0.36%-2,64213F-HRTimeline
WHALEROCK POINT PARTNERS, LLC3,573$2.67M0.45%013F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC3,573$2.67M0.34%-6213F-HRTimeline
Chemistry Wealth Management LLC3,572$2.67M0.43%-10913F-HRTimeline
Erickson Financial Group, LLC3,567$2.66M1.43%-16413F-HRTimeline
Ethic Inc.3,564$2.66M0.03%+36313F-HRTimeline
YACKTMAN ASSET MANAGEMENT LP3,558$2.66M0.03%-21013F-HRTimeline
Leith Wheeler Investment Counsel Ltd.3,550$2.65M0.2%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.3,545$2.65M1.43%-2513F-HRTimeline
River Street Advisors LLC3,533$2.64M0.78%-66413F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC3,530$2.64M0.09%+2413F-HRTimeline
AssuredPartners Investment Advisors, LLC3,521$2.63M0.25%+60213F-HRTimeline
Renaissance Investment Group LLC3,521$2.63M0.52%-15113F-HRTimeline
Modus Advisors, LLC3,520$2.63M0.65%-4713F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC3,515$2.62M1.27%-26613F-HRTimeline
Powell Investment Advisors, LLC3,505$2.62M0.83%-4,44013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA3,512$2.62M0.17%013F-HRTimeline
Revisor Wealth Management LLC3,504$2.62M0.63%+1813F-HRTimeline
Blue Zone Wealth Advisors, LLC3,500$2.61M0.46%+10213F-HRTimeline
Private Wealth Asset Management, LLC3,486$2.6M0.25%-3613F-HRTimeline
Main Street Research LLC3,485$2.6M0.12%+22213F-HRTimeline
Mainstream Capital Management LLC3,473$2.59M1.56%013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…3,472$2.59M0.56%-2013F-HRTimeline
Haven Private, LLC3,466$2.59M0.98%-1913F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC3,465$2.59M1.58%+11713F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC3,462$2.59M0.24%-46013F-HRTimelineGroup
GRANDFIELD & DODD, LLC3,460$2.58M0.14%-20313F-HRTimeline
Maia Wealth LLC3,456$2.58M0.38%-2113F-HRTimeline
BLVD Private Wealth, LLC3,455$2.58M1.92%-14113F-HRTimeline
Allegiance Financial Group Advisory Ser…3,443$2.58M0.45%-4713F-HRTimeline
Eaton Financial Holdings Company, LLC3,446$2.57M0.71%-1,74813F-HRTimeline
Hoese & Co LLP3,441$2.57M1.67%-2513F-HRTimeline
Park Place Capital Corp3,439$2.57M0.41%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,432$2.56M0.13%-1413F-HRTimeline
Red Wave Investments LLC3,424$2.56M0.65%+2113F-HRTimeline
Aegis Wealth Management, Inc.3,421$2.55M1.65%+1,46913F-HRTimeline
Wagner Wealth Management, LLC3,415$2.55M0.47%-13513F-HRTimeline
Innovative Asset Advisors Group, LLC3,414$2.55M1.12%new13F-HRTimeline
Auour Investments LLC3,414$2.55M0.73%-6313F-HRTimeline
SYM FINANCIAL Corp3,410$2.55M0.2%+1313F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC3,410$2.55M1.17%013F-HRTimeline
Optimist Retirement Group LLC3,404$2.54M0.98%+1513F-HRTimeline
MEMBERS WEALTH LLC3,401$2.54M1.39%+813F-HRTimeline
Balance Wealth Partners LLC3,401$2.54M0.68%+6813F-HRTimeline
Asset Management One Co., Ltd.3,400$2.54M0.01%new13F-HRTimeline
Baldwin Investment Management, LLC3,397$2.54M0.25%+55013F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,393$2.53M0.28%-4213F-HRTimeline
Hegarty Advisors, LLC3,389$2.53M1.74%+4013F-HRTimeline
Community Financial Services Group, LLC3,391$2.53M0.37%+813F-HRTimeline
Stonebrook Private Inc.3,386$2.53M0.46%+44013F-HRTimeline
Violich Capital Management, Inc.3,381$2.52M0.27%-2613F-HRTimeline
CONGRESS ASSET MANAGEMENT CO3,380$2.52M0.02%-50113F-HRTimeline
JT Stratford LLC3,372$2.52M0.28%+2013F-HRTimeline
Coyle Financial Counsel LLC3,371$2.52M0.46%-3713F-HRTimeline
Pathway Financial Advisers, LLC3,370$2.52M0.63%+7213F-HRTimeline
SYNTAX RESEARCH, INC.3,364$2.51M1.84%-4,49513F-HRTimeline
TFC Financial Management, Inc.3,357$2.51M0.28%+213F-HRTimeline
Brand Asset Management Group, Inc.3,347$2.5M0.55%-813F-HRTimeline
CapWealth Advisors, LLC3,344$2.5M0.17%013F-HRTimeline
CHAPIN DAVIS, INC.3,339$2.49M0.44%-5,00113F-HRTimeline
Randolph Co Inc3,337$2.49M0.21%+13713F-HRTimeline
Ebert Capital Management Inc.3,331$2.49M2.33%-31613F-HRTimeline
Falcon Wealth Planning3,329$2.49M0.16%+12213F-HRTimeline
Agate Pass Investment Management, LLC3,327$2.48M0.92%-11013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC3,322$2.48M0.5%-113F-HRTimeline
Diesslin Group, Inc.3,317$2.48M0.96%-913F-HRTimeline
TRED AVON FAMILY WEALTH, LLC3,317$2.48M0.76%013F-HRTimeline
Core Wealth Advisors, Inc.3,315$2.48M0.5%+2213F-HRTimeline
CoreFirst Bank & Trust3,312$2.47M1.23%013F-HRTimeline
Alaethes Wealth, LLC3,303$2.47M0.72%013F-HRTimeline
One Charles Private Wealth Services, LLC3,308$2.47M0.57%+16113F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC3,305$2.47M0.59%+1013F-HRTimeline
360 Financial, Inc.3,304$2.47M0.63%-513F-HRTimeline
TABLEAUX LLC3,303$2.47M1.04%-1413F-HRTimeline
Astra Wealth Partners LLC3,284$2.46M1.37%013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC3,276$2.45M0.67%-2113F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.3,272$2.44M0.14%+1313F-HRTimelineGroup
Crown Wealth Group, LLC3,265$2.44M0.62%+41013F-HRTimeline
Bernard Wealth Management Corp.3,263$2.44M0.9%-10013F-HRTimeline
Campbell Deegan Wealth Management, LLC3,262$2.44M1.73%-813F-HRTimeline
Vines Capital Management, LLC3,260$2.43M2%+6913F-HR/ATimeline
EVOLVE PRIVATE WEALTH, LLC3,256$2.43M0.15%-3,38313F-HRTimeline
Occidental Asset Management, LLC3,256$2.43M0.24%+2613F-HRTimeline
SAXON INTERESTS, INC.3,255$2.43M0.67%-1,58713F-HRTimeline
PAX Financial Group, LLC3,254$2.43M0.36%+2,24613F-HRTimeline
CULBERTSON A N & CO INC3,249$2.43M0.28%+48213F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC3,244$2.42M0.42%+59913F-HRTimeline
AIRE ADVISORS, LLC3,235$2.42M0.39%+1913F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)3,224$2.41M0.67%-16913F-HRTimeline
Petersen Hastings Wealth Advisors Inc.3,219$2.4M0.2%013F-HRTimeline
Liberty Capital Management, Inc.3,218$2.4M0.41%13F-HRTimeline
Tannin Capital LLC3,214$2.4M1.58%-23513F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC3,205$2.39M0.82%-15013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN3,205$2.39M0.21%+8713F-HRTimeline
Sterling Investment Advisors, Ltd.3,205$2.39M0.4%-1513F-HRTimeline
Good Steward Wealth Advisors,LLC3,204$2.39M1.44%-1013F-HRTimeline
Widmann Financial Services, Inc.3,204$2.39M1.28%+4813F-HRTimeline
Bulltick Wealth Management, LLC3,193$2.39M0.49%-90313F-HRTimeline
SP Asset Management LLC3,200$2.39M0.19%+713F-HRTimeline
Warren Street Wealth Advisors, LLC3,198$2.39M0.54%-113F-HRTimeline
Somerset Group LLC3,160$2.39M1.67%+5013F-HRTimeline
Strategic Advisors LLC3,189$2.38M0.52%+2313F-HRTimeline
Disciplined Investments, LLC3,188$2.38M0.77%-4513F-HR/ATimeline
Odyssey Capital Advisors, Inc.3,182$2.38M1.7%+26913F-HRTimeline
Mosaic Advisors LLC3,180$2.37M3.19%013F-HRTimeline
Upper Left Wealth Management, LLC3,178$2.37M1.32%+18913F-HRTimeline
FSA Advisors, Inc.3,170$2.37M1.09%+8613F-HR/ATimeline
Junk Investment Group, LLC3,169$2.37M1.05%+613F-HRTimeline
GRANVILLE CAPITAL, INC.3,167$2.37M1.06%013F-HRTimeline
Oxbow Advisors, LLC3,165$2.36M0.19%-513F-HRTimeline
North Berkeley Wealth Management, LLC3,158$2.36M0.95%+33013F-HRTimeline
Bayshore Capital Advisors, LLC3,155$2.36M1.1%013F-HRTimeline
NVWM, LLC3,154$2.36M0.47%+39813F-HRTimeline
McBroom & Associates, LLC3,152$2.35M1.18%-8613F-HRTimeline
Investment Advisory Group, LLC3,152$2.35M0.51%+60013F-HRTimeline
Integrity Wealth Solutions LLC3,152$2.35M0.87%+53713F-HRTimeline
EDGAR LOMAX CO/VA3,150$2.35M0.18%013F-HRTimeline
Hopwood Nicholas Hunter3,147$2.35M0.64%-10813F-HRTimeline
Wealth Group Ltd3,137$2.34M0.45%013F-HRTimeline
VIMA LLC2,268$2.34M2.28%13F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC3,136$2.34M0.91%+20413F-HRTimeline