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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
Charles Schwab Trust Coin group Charles Schwab Trust Co3,528$1.97M0.17%+25913F-HRTimelineGroup
Modus Advisors, LLC3,516$1.97M0.64%+1113F-HRTimeline
Sather Financial Group Inc3,476$1.94M0.13%-1,63613F-HRTimeline
Selective Wealth Management, Inc.3,623$1.93M0.84%-4613F-HRTimeline
TABLEAUX LLC3,458$1.93M1.4%-4213F-HRTimeline
COUNTRY TRUST BANK3,455$1.93M0.05%013F-HR/ATimeline
McBroom & Associates, LLC3,453$1.93M1.1%-23313F-HRTimeline
MANCHESTER FINANCIAL INC3,434$1.92M0.43%-9513F-HRTimeline
CFC Planning Co LLC3,430$1.92M2.1%+3,02913F-HR/ATimeline
Astra Wealth Partners LLC3,424$1.92M1.83%013F-HRTimeline
Liberty Capital Management, Inc.3,419$1.91M0.43%013F-HRTimeline
Bradley & Co. Private Wealth Management…3,416$1.91M1.3%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC3,415$1.91M1.72%-3513F-HRTimeline
American Capital Advisory, LLC3,415$1.91M1.03%-59213F-HRTimeline
Cherry Tree Wealth Management, LLC3,414$1.91M0.46%+813F-HRTimeline
Yahav Achim Ve Achayot - Provident Fund…3,411$1.91M7.74%new13F-HRTimeline
Auour Investments LLC3,437$1.91M0.69%+13113F-HRTimeline
Altus Wealth Management, LLC3,406$1.91M0.89%-15513F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC3,400$1.9M1.1%013F-HRTimeline
Midwest Financial Network, LLC3,399$1.9M1.9%+27713F-HRTimeline
Campbell Deegan Wealth Management, LLC3,399$1.9M2.19%+8413F-HRTimeline
American Trust3,396$1.9M0.47%-8,86013F-HRTimeline
Mainstream Capital Management LLC3,381$1.89M1.5%+13013F-HRTimeline
AssuredPartners Investment Advisors, LLC3,374$1.89M0.36%-14913F-HRTimeline
Centurion Wealth Management LLC3,217$1.89M0.59%013F-HRTimeline
CoreFirst Bank & Trust3,367$1.88M1.21%-7613F-HRTimeline
ELEVATUS WELATH MANAGEMENT3,361$1.88M1.07%+14513F-HRTimeline
United Asset Strategies, Inc.3,358$1.88M0.17%-85213F-HRTimeline
LVW Advisors, LLC3,356$1.88M0.23%+613F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC3,355$1.88M0.49%-22713F-HRTimelineGroup
Wallace Capital Management Inc.3,353$1.88M0.24%+41513F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.3,347$1.87M1.15%-6113F-HRTimeline
Naviter Wealth, LLC3,359$1.87M0.23%+11413F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC3,341$1.87M1.58%-22813F-HRTimeline
Portland Financial Advisors Inc3,340$1.87M4.78%-14513F-HRTimeline
Agate Pass Investment Management, LLC3,332$1.86M0.8%-12213F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC3,329$1.86M0.12%-24613F-HRTimeline
Summit X, LLC3,323$1.86M0.39%+23013F-HRTimeline
Kohmann Bosshard Financial Services, LLC3,324$1.86M0.22%013F-HRTimeline
MEANS INVESTMENT CO., INC.3,311$1.85M0.2%-87113F-HRTimeline
Optimist Retirement Group LLC3,305$1.85M0.93%+113F-HRTimeline
Sterling Investment Advisors, Ltd.3,305$1.85M0.44%-1213F-HRTimeline
Johnson Financial Group, LLC3,300$1.85M0.19%+3713F-HRTimeline
MontVue Capital Management, Inc.3,300$1.85M1.48%-14613F-HRTimeline
Integrity Wealth Solutions LLC3,287$1.84M1%+18913F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA3,292$1.84M0.35%-48613F-HRTimeline
Asset Advisors Investment Management, L…3,291$1.84M0.19%-12713F-HRTimeline
Arbor Investment Advisors, LLC3,290$1.84M0.25%-28013F-HRTimeline
Suncoast Equity Management3,288$1.84M0.21%-1,26213F-HRTimeline
OFI INVEST ASSET MANAGEMENT3,543$1.83M0.05%+2,24513F-HRTimeline
EDGAR LOMAX CO/VA3,278$1.83M0.11%+7613F-HRTimeline
360 Financial, Inc.3,276$1.83M0.67%-813F-HRTimeline
FourThought Financial Partners, LLC3,266$1.83M0.19%+5813F-HRTimeline
Brand Asset Management Group, Inc.3,262$1.82M0.76%-14813F-HRTimeline
Delta Financial Group, Inc.3,164$1.82M0.42%+77413F-HRTimeline
Halter Ferguson Financial Inc.3,243$1.81M0.99%-6013F-HRTimeline
Cordgrass Capital Advisors, LLC3,243$1.81M0.52%+53113F-HRTimeline
Renaissance Investment Group LLC3,239$1.81M0.44%-45413F-HRTimeline
Powell Investment Advisors, LLC3,225$1.81M0.89%+13913F-HRTimeline
Violich Capital Management, Inc.3,220$1.8M0.24%013F-HRTimeline
Kathmere Capital Management, LLC3,220$1.8M0.15%+2,76813F-HRTimeline
Fermata Advisors, LLC3,215$1.8M0.33%+3813F-HRTimeline
Summit Asset Management, LLC3,214$1.8M0.31%-7713F-HRTimeline
MEYER HANDELMAN CO3,210$1.8M0.06%-30213F-HRTimeline
FORTE CAPITAL LLC /ADV3,209$1.8M0.21%+20113F-HRTimeline
Interchange Capital Partners, LLC3,202$1.79M0.5%-4913F-HRTimeline
Essential Planning, LLC.3,202$1.79M0.72%-70,63513F-HRTimeline
Red Wave Investments LLC3,190$1.78M0.64%-55713F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors3,184$1.78M1.03%-11113F-HRTimelineGroup
River Wealth Advisors LLC3,184$1.78M0.25%-12513F-HRTimeline
McKinley Carter Wealth Services, Inc.3,182$1.78M0.11%-50513F-HRTimeline
Sensible Money, LLC3,177$1.78M0.76%-41213F-HRTimeline
RTD Financial Advisors, Inc.3,177$1.78M0.24%-18013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …3,176$1.78M<0.01%-1,354,64913F-HRTimelineGroup
Steigerwald, Gordon & Koch Inc.3,169$1.77M0.2%+11213F-HRTimeline
SHAKER INVESTMENTS LLC/OH3,168$1.77M0.85%-113F-HRTimeline
Randolph Co Inc3,152$1.76M0.21%-5813F-HRTimeline
Hanson & Doremus Investment Management3,149$1.76M0.26%013F-HRTimeline
Claris Financial LLC3,006$1.76M1.16%013F-HRTimeline
Widmann Financial Services, Inc.3,147$1.76M1.37%013F-HRTimeline
O'ROURKE & COMPANY, Inc3,145$1.76M0.87%+53413F-HRTimeline
Westbourne Investment Advisors, Inc.3,144$1.76M0.62%+5013F-HRTimeline
Catalina Capital Group, LLC3,142$1.76M1.17%-2,92513F-HRTimeline
Financial Life Planners3,141$1.76M1.71%-8713F-HRTimeline
Seek First Inc.3,135$1.75M1.56%13F-HRTimeline
Buck Wealth Strategies, LLC3,133$1.75M0.32%+2,25113F-HRTimeline
Wealth Group Ltd3,128$1.75M0.51%+9913F-HRTimeline
TFR Capital, LLC.3,121$1.75M0.73%-25313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …3,110$1.74M0.14%-1,22413F-HRTimeline
Manske Wealth Management3,110$1.74M0.66%+27413F-HRTimeline
TigerOak Management, L.L.C.3,101$1.73M0.67%+2013F-HRTimeline
Oak Thistle LLC3,100$1.73M0.35%new13F-HRTimeline
PING CAPITAL MANAGEMENT, INC.3,100$1.73M1.16%+70013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC3,093$1.73M0.22%-5,20513F-HRTimelineGroup
Coyle Financial Counsel LLC3,091$1.73M0.53%+11513F-HRTimeline
CFS Investment Advisory Services, LLC3,079$1.72M0.15%013F-HRTimeline
Financial Enhancement Group LLC3,254$1.72M0.27%+1,55313F-HRTimeline
SK Wealth Management, LLC3,338$1.72M0.92%+1113F-HRTimeline
VESTOR CAPITAL, LLC3,060$1.71M0.14%-8513F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN3,059$1.71M0.16%-1913F-HRTimeline
TrueWealth Financial Partners3,059$1.71M1.03%013F-HRTimeline
First PREMIER Bank3,059$1.71M0.43%-6013F-HRTimeline
Chemistry Wealth Management LLC3,058$1.71M0.4%+13213F-HRTimeline
Cambridge Financial Group, LLC3,066$1.71M0.73%+53913F-HRTimeline
Gilliland Jeter Wealth Management LLC3,056$1.71M0.6%+4613F-HRTimeline
Medallion Wealth Advisors, LLC3,044$1.71M0.78%+93313F-HRTimeline
Strategic Advisors LLC3,052$1.71M0.33%-1,99513F-HRTimeline
Lokken Investment Group LLC3,045$1.7M0.72%-72113F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.3,040$1.7M0.48%-7,58713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,069$1.69M0.14%+44713F-HRTimeline
Geneva Partners, LLC3,005$1.68M0.87%-23713F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC3,003$1.68M0.56%+2,02513F-HRTimeline
Atlanta Consulting Group Advisors, LLC2,991$1.68M0.49%+47013F-HRTimeline
HITE Hedge Asset Management LLC3,000$1.68M0.1%new13F-HRTimeline
MYDA Advisors LLC3,000$1.68M0.6%new13F-HRTimeline
Hartree Partners, LP3,000$1.68M0.61%new13F-HRTimeline
Nordwand Advisors, LLC3,000$1.68M0.63%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC2,998$1.68M1.19%-2,85313F-HRTimeline
CULBERTSON A N & CO INC2,996$1.68M0.27%+17013F-HRTimeline
Lakeridge Wealth Management LLC2,995$1.68M0.84%-51513F-HRTimeline
WMG Financial Advisors, LLC2,995$1.68M0.71%-19213F-HRTimeline
CapWealth Advisors, LLC2,991$1.67M0.18%+8613F-HRTimeline
Exchange Capital Management, Inc.2,986$1.67M0.27%-4213F-HRTimeline
Strata Wealth Advisors, LLC2,980$1.67M0.52%-1,33813F-HRTimeline
Cardinal Point Capital Management ULC2,972$1.67M0.15%+1,66913F-HRTimeline
Greystone Financial Group, LLC2,978$1.67M0.3%-1813F-HRTimeline
Aventura Private Wealth, LLC2,971$1.66M0.87%-25813F-HRTimeline
Taylor Financial Group, Inc.2,970$1.66M1.16%-2213F-HRTimeline
AWM CAPITAL, LLC2,958$1.66M0.19%+84113F-HRTimeline
Alaethes Wealth, LLC2,951$1.66M0.61%-2,25213F-HRTimeline
Clean Yield Group2,953$1.65M0.54%013F-HRTimeline
Bank of Marin2,951$1.65M2.1%-4413F-HRTimeline
Wambolt & Associates, LLC2,942$1.65M0.56%-26013F-HRTimeline
Wingate Wealth Advisors, Inc.2,946$1.65M1.9%-1,37113F-HRTimeline
EVERPAR ADVISORS LLC2,943$1.65M0.87%-94713F-HRTimeline
EMC Capital Management2,935$1.65M0.99%-42013F-HRTimeline
Register Financial Advisors LLC2,939$1.64M0.86%013F-HRTimeline
Cornerstone Planning Group LLC3,067$1.64M0.39%+1,51413F-HRTimeline
Lumbard & Kellner, LLC2,932$1.64M0.72%013F-HRTimeline
Asset Allocation Strategies LLC2,930$1.64M0.41%-75513F-HRTimeline
Panoramic Capital Partners, LLC3,295$1.64M1.69%-49113F-HRTimeline
Birch Hill Investment Advisors LLC2,921$1.63M0.08%+1913F-HRTimeline
Meridian Financial Advisors, LLC2,921$1.63M1.15%-3413F-HRTimeline
Newton One Investments LLC2,921$1.63M0.58%-3613F-HRTimeline
NAVELLIER & ASSOCIATES INC2,897$1.63M0.23%-25013F-HRTimeline
Exchange Bank2,915$1.63M1.32%-613F-HRTimeline
Consilium Wealth Advisory, LLC2,912$1.63M0.82%+713F-HRTimeline
SUTTON PLACE INVESTORS LLC2,912$1.63M1.1%+5913F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL2,908$1.63M0.04%+9813F-HRTimeline
HALL LAURIE J TRUSTEE2,907$1.63M0.58%-1,40313F-HRTimeline
Princeton Global Asset Management LLC2,898$1.62M0.32%+2,02613F-HRTimeline
Quarry LP2,893$1.62M0.41%new13F-HRTimeline
LaFleur & Godfrey LLC2,890$1.62M0.22%+6113F-HRTimeline
MA Private Wealth2,887$1.61M0.3%013F-HRTimeline
Mandatum Life Insurance Co Ltd2,885$1.61M0.5%013F-HRTimeline
Promus Capital, LLC2,883$1.61M1.22%013F-HR/ATimeline
Bonfire Financial2,874$1.61M1.49%+2013F-HRTimeline
FORTEM FINANCIAL GROUP, LLC2,882$1.61M0.63%+6213F-HRTimeline
Frisch Financial Group, Inc.2,873$1.61M0.45%+313F-HRTimeline
Valtinson Bruner Financial Planning LLC2,879$1.61M0.54%+19913F-HRTimeline
Prospect Financial Services LLC2,877$1.61M0.89%+59713F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…2,874$1.61M0.58%-11213F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…2,874$1.61M0.17%+2,07713F-HRTimeline
Community Financial Services Group, LLC2,868$1.6M0.35%-29813F-HRTimeline
JGP Wealth Management, LLC2,863$1.6M0.21%+10113F-HRTimeline
Pitti Group Wealth Management, LLC2,862$1.6M1.64%-3,65113F-HRTimeline
HARRIS ASSOCIATES L P2,846$1.59M<0.01%-54,95913F-HRTimeline
Cannon Financial Strategists, Inc.2,846$1.59M0.27%013F-HRTimeline
Payne Capital Management, LLC2,840$1.59M0.68%+78213F-HRTimeline
Bravias Capital Group, LLC2,839$1.59M1.29%+17013F-HRTimeline
Able Wealth Management LLC2,838$1.59M0.94%+23613F-HRTimeline
SHELTON CAPITAL MANAGEMENT2,838$1.59M0.04%+24213F-HRTimeline
TFC Financial Management, Inc.2,837$1.59M0.24%-19513F-HRTimeline
Narus Financial Partners, LLC2,836$1.59M0.54%+26413F-HRTimeline
BlackDiamond Wealth Management, LLC2,807$1.58M1.07%-3113F-HRTimeline
Lantz Financial LLC2,831$1.58M0.43%+9213F-HRTimeline
Trinity Legacy Partners, LLC2,698$1.58M0.4%-5,92413F-HRTimeline
Beaton Management Co. Inc.2,830$1.58M0.82%-15913F-HRTimeline
Legacy Financial Advisors, Inc.2,829$1.58M0.26%+1013F-HRTimeline
Index Fund Advisors, Inc.2,829$1.58M0.1%+2313F-HRTimeline
High Probability Advisors, LLC2,825$1.58M0.26%-113F-HRTimeline
Summit Investment Advisory Services, LLC2,824$1.58M0.77%-4913F-HRTimeline
Core Wealth Advisors, Inc.2,820$1.58M0.5%-113F-HRTimeline
COWA, LLC2,819$1.58M0.67%-9013F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC2,817$1.58M0.06%-44813F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,816$1.58M1.07%013F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC2,685$1.58M0.61%-6013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,808$1.57M0.58%+1,20213F-HRTimeline
Metis Global Partners, LLC2,806$1.57M0.04%-1,33613F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC2,806$1.57M1.31%+53013F-HRTimeline
Realta Investment Advisors2,803$1.57M0.71%-24113F-HRTimeline
B&D White Capital Company, LLC2,917$1.57M0.23%-384,39913F-HRTimeline
Warburton Capital Management, LLC2,798$1.56M1.13%013F-HRTimeline
Old Port Advisors2,797$1.56M0.46%+2613F-HRTimeline
Trail Ridge Investment Advisors, LLC2,796$1.56M0.81%-93113F-HRTimeline
NCP Inc.2,793$1.56M2.11%+2813F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP2,793$1.56M0.44%-7813F-HRTimelineGroup
Heritage Financial Services, LLC2,789$1.56M0.15%+14413F-HRTimeline
DSG Capital Advisors, LLC2,787$1.56M0.31%-14613F-HRTimeline
Spinnaker Investment Group, LLC2,787$1.56M0.35%+27413F-HRTimeline