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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
Alaethes Wealth, LLC3,451$2.14M0.64%+50013F-HRTimeline
Lokken Investment Group LLC3,458$2.14M0.82%+41313F-HRTimeline
ALTFEST L J & CO INC3,452$2.13M0.25%-24413F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC3,447$2.13M1.72%+3213F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV3,437$2.12M0.65%-9213F-HRTimeline
Argyle Capital Partners, LLC3,431$2.12M1.75%-25313F-HRTimeline
Summit X, LLC3,421$2.12M0.39%+9813F-HRTimeline
Liberty Capital Management, Inc.3,420$2.11M0.43%+113F-HRTimeline
Roberts Wealth Advisors, LLC3,419$2.11M0.61%-69813F-HRTimeline
Auour Investments LLC3,418$2.11M0.73%-1913F-HRTimeline
Bradley & Co. Private Wealth Management…3,416$2.11M1.29%013F-HRTimeline
Astra Wealth Partners LLC3,405$2.11M1.7%-1913F-HRTimeline
Cherry Tree Wealth Management, LLC3,414$2.11M0.49%013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC3,410$2.11M0.44%+5513F-HRTimelineGroup
Campbell Deegan Wealth Management, LLC3,408$2.11M2.07%+913F-HRTimeline
Sterling Investment Advisors, Ltd.3,408$2.11M0.46%+10313F-HRTimeline
Capital Markets Trading UK LLP3,406$2.1M2.39%+2,15613F-HRTimeline
CM WEALTH ADVISORS LLC3,394$2.1M0.62%new13F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC3,400$2.1M1.17%013F-HRTimeline
Sentry LLC3,399$2.1M0.42%-15513F-HRTimeline
SK Wealth Management, LLC3,348$2.09M0.91%+1013F-HRTimeline
River Wealth Advisors LLC3,377$2.09M0.26%+19313F-HRTimeline
Impact Capital Partners LLC3,377$2.09M0.68%+1,02413F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC3,376$2.09M0.2%-53213F-HRTimeline
Sather Financial Group Inc3,376$2.09M0.12%-10013F-HRTimeline
LVW Advisors, LLC3,376$2.09M0.23%+2013F-HRTimeline
Naviter Wealth, LLC3,361$2.08M0.26%+213F-HRTimeline
O'ROURKE & COMPANY, Inc3,370$2.08M0.97%+22513F-HRTimeline
CoreFirst Bank & Trust3,367$2.08M1.17%013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL3,361$2.08M0.05%+45313F-HRTimeline
ELEVATUS WELATH MANAGEMENT3,361$2.08M0.69%013F-HRTimeline
Renaissance Investment Group LLC3,361$2.08M0.45%+12213F-HRTimeline
American Capital Advisory, LLC3,358$2.07M1.04%-5713F-HRTimeline
COUNTRY TRUST BANK3,353$2.07M0.05%-10213F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.3,347$2.07M1.15%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…3,346$2.07M0.65%+66113F-HRTimeline
Portland Financial Advisors Inc3,340$2.06M4.95%013F-HRTimeline
Powell Investment Advisors, LLC3,328$2.06M0.77%+10313F-HRTimeline
Coyle Financial Counsel LLC3,330$2.06M0.55%+23913F-HRTimeline
Kohmann Bosshard Financial Services, LLC3,325$2.05M0.23%+113F-HRTimeline
MEANS INVESTMENT CO., INC.3,311$2.05M0.19%013F-HRTimeline
Global Assets Advisory, LLC3,312$2.05M0.8%-2,13213F-HRTimeline
McKinley Carter Wealth Services, Inc.3,310$2.05M0.11%+12813F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC3,304$2.04M0.23%+21113F-HRTimelineGroup
Optimist Retirement Group LLC3,304$2.04M0.98%-113F-HRTimeline
Yost Capital Management, LP3,300$2.04M2.8%-2,00013F-HRTimeline
Johnson Financial Group, LLC3,294$2.04M0.19%-613F-HRTimeline
Red Wave Investments LLC3,288$2.03M0.67%+9813F-HRTimeline
Agate Pass Investment Management, LLC3,284$2.03M0.83%-4813F-HRTimeline
RTD Financial Advisors, Inc.3,283$2.03M0.26%+10613F-HRTimeline
EDGAR LOMAX CO/VA3,278$2.03M0.13%013F-HRTimeline
MontVue Capital Management, Inc.3,276$2.02M1.44%-2413F-HRTimeline
Forbes Financial Planning, Inc.3,268$2.02M1.36%-54113F-HRTimeline
FourThought Financial Partners, LLC3,265$2.02M0.2%-113F-HRTimeline
Cannon Financial Strategists, Inc.3,264$2.02M0.32%+41813F-HRTimeline
360 Financial, Inc.3,261$2.01M0.64%-1513F-HRTimeline
CONGRESS ASSET MANAGEMENT CO3,259$2.01M0.01%-1,98613F-HRTimeline
Wallace Advisory Group, LLC3,590$2.01M1.46%013F-HRTimeline
JGP Wealth Management, LLC3,238$2M0.24%+37513F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC3,229$2M0.12%-10013F-HRTimeline
SYM FINANCIAL Corp3,227$1.99M0.22%+68613F-HRTimeline
Brand Asset Management Group, Inc.3,223$1.99M0.74%-3913F-HRTimeline
Violich Capital Management, Inc.3,221$1.99M0.28%+113F-HRTimeline
Sunpointe, LLC3,208$1.99M0.79%+63213F-HRTimeline
Northwest Capital Management Inc3,213$1.99M1.08%-1,19813F-HRTimeline
DSG Capital Advisors, LLC3,202$1.98M0.35%+41513F-HRTimeline
Cambria Investment Management, L.P.3,196$1.97M0.13%new13F-HRTimeline
Pathway Financial Advisers, LLC3,190$1.97M0.64%+50313F-HRTimeline
Saxony Capital Management, LLC3,189$1.97M1.51%+80513F-HRTimeline
InTrack Investment Management Inc3,187$1.97M1.32%-1,24613F-HRTimeline
Widmann Financial Services, Inc.3,185$1.97M1.37%+3813F-HRTimeline
Promus Capital, LLC3,182$1.97M1.28%+29913F-HR/ATimeline
Westbourne Investment Advisors, Inc.3,181$1.97M0.6%+3713F-HRTimeline
Arbor Investment Advisors, LLC3,167$1.96M0.25%-12313F-HRTimeline
Wealth Group Ltd3,164$1.95M0.5%+3613F-HRTimeline
Peak Planning Group, LLC3,159$1.95M1.25%-4,86213F-HRTimeline
Integrity Wealth Solutions LLC3,158$1.95M0.95%-12913F-HRTimeline
Randolph Co Inc3,153$1.95M0.2%+113F-HRTimeline
Strategic Wealth Investment Group, LLC3,148$1.95M2.82%+56413F-HRTimeline
SHAKER INVESTMENTS LLC/OH3,147$1.94M0.8%-2113F-HRTimeline
Hanson & Doremus Investment Management3,145$1.94M0.26%-413F-HRTimeline
Summit Asset Management, LLC3,145$1.94M0.32%-6913F-HRTimeline
21 West Wealth Management LLC3,144$1.94M1.96%13F-HRTimeline
EVERPAR ADVISORS LLC3,141$1.94M0.88%+19813F-HRTimeline
Sensible Money, LLC3,140$1.94M0.74%-3713F-HRTimeline
TigerOak Management, L.L.C.3,136$1.94M0.66%+3513F-HRTimeline
Columbia Bank3,122$1.94M0.59%+2,23913F-HRTimeline
Interchange Capital Partners, LLC3,134$1.94M0.45%-6813F-HR/ATimeline
Cordgrass Capital Advisors, LLC3,134$1.94M0.52%-10913F-HRTimeline
McBroom & Associates, LLC3,453$1.93M1.1%013F-HRTimeline
Santori & Peters, Inc.3,118$1.93M0.7%+89013F-HRTimeline
Ulland Investment Advisors, LLC3,116$1.93M1.47%-1,73013F-HRTimeline
Legacy Private Trust Co.3,111$1.92M0.12%-44513F-HRTimeline
MEYER HANDELMAN CO3,110$1.92M0.06%-10013F-HRTimeline
Gilliland Jeter Wealth Management LLC3,104$1.92M0.62%+4813F-HRTimeline
Bellevue Group AGin group Bellevue Group AG3,100$1.92M0.04%-2,56013F-HRTimelineGroup
Manske Wealth Management3,098$1.91M0.63%-1213F-HRTimeline
Old Mission Investment Co LLC3,091$1.91M0.52%+41513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,090$1.91M0.15%+2113F-HRTimeline
Asset Advisors Investment Management, L…3,087$1.91M0.19%-20413F-HRTimeline
Seek First Inc.3,084$1.91M1.54%-5113F-HR/ATimeline
CFS Investment Advisory Services, LLC3,079$1.9M0.16%013F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…3,060$1.89M0.88%+45013F-HRTimeline
TrueWealth Financial Partners3,059$1.89M1.04%013F-HRTimeline
AssuredPartners Investment Advisors, LLC3,059$1.89M0.46%-31513F-HRTimeline
Lombard Odier Asset Management (USA) Co…3,057$1.89M0.47%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN3,053$1.89M0.16%-613F-HRTimeline
Trail Ridge Investment Advisors, LLC2,983$1.89M0.91%+18713F-HRTimeline
Core Wealth Advisors, Inc.3,049$1.88M0.54%+22913F-HRTimeline
AM INVESTMENT STRATEGIES LLC3,042$1.88M0.44%+82413F-HRTimeline
WOLFF WIESE MAGANA LLC3,037$1.88M1.16%+50813F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…3,033$1.87M0.63%+22513F-HRTimeline
Strata Wealth Advisors, LLC3,028$1.87M0.52%+4813F-HRTimeline
United Asset Strategies, Inc.3,026$1.87M0.16%-33213F-HRTimeline
SAGE ADVISORS, LLC3,022$1.87M1.33%-62013F-HRTimeline
Granite Bay Wealth Management, LLC3,015$1.86M0.6%+37813F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC3,014$1.86M1.4%-32713F-HRTimeline
Geneva Partners, LLC3,007$1.86M0.74%+213F-HRTimeline
Steigerwald, Gordon & Koch Inc.3,005$1.86M0.2%-16413F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC3,003$1.86M0.61%013F-HRTimeline
Hurley Capital, LLC3,003$1.86M1.3%+1,47113F-HRTimeline
Able Wealth Management LLC3,001$1.85M0.93%+16313F-HRTimeline
Atlanta Consulting Group Advisors, LLC2,992$1.85M0.51%+113F-HRTimeline
Asset Management One Co., Ltd.3,000$1.85M0.01%+2,85013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC2,995$1.85M8.79%-9,34713F-HRTimeline
Fulton Bank, N.A.2,986$1.84M0.07%+29513F-HRTimeline
TODD ASSET MANAGEMENT LLC2,985$1.84M0.04%-2,74013F-HRTimeline
Private Wealth Asset Management, LLC2,981$1.84M0.24%-87613F-HRTimeline
Aventura Private Wealth, LLC2,971$1.84M0.79%013F-HRTimeline
Greystone Financial Group, LLC2,969$1.83M0.3%-913F-HRTimeline
CULBERTSON A N & CO INC2,967$1.83M0.28%-2913F-HRTimeline
Newton One Investments LLC2,966$1.83M0.58%+4513F-HRTimeline
Wambolt & Associates, LLC2,963$1.83M0.62%+2113F-HRTimeline
TFR Capital, LLC.2,961$1.83M0.66%-16013F-HR/ATimeline
Taylor Financial Group, Inc.2,955$1.83M1.14%-1513F-HRTimeline
Clean Yield Group2,953$1.82M0.55%013F-HRTimeline
Bank of Marin2,952$1.82M1.38%+113F-HRTimeline
COWA, LLC2,950$1.82M0.69%+13113F-HRTimeline
Nordwand Advisors, LLC2,940$1.82M0.29%-6013F-HRTimeline
Lantz Financial LLC2,935$1.81M0.45%+10413F-HRTimeline
EMC Capital Management2,935$1.81M0.98%013F-HRTimeline
Lumbard & Kellner, LLC2,932$1.81M0.79%013F-HRTimeline
SUTTON PLACE INVESTORS LLC2,932$1.81M1.09%+2013F-HRTimeline
Stonebrook Private Inc.2,927$1.81M0.42%+43513F-HRTimeline
D.B. Root & Company, LLC2,923$1.81M0.53%+14113F-HRTimeline
B&D White Capital Company, LLC2,917$1.8M0.27%013F-HRTimeline
Strategic Advisors LLC2,915$1.8M0.35%-13713F-HRTimeline
AWM CAPITAL, LLC2,905$1.8M0.19%-5313F-HRTimeline
Frisch Financial Group, Inc.2,902$1.8M0.44%+2913F-HRTimeline
HALL LAURIE J TRUSTEE2,907$1.8M0.59%013F-HRTimeline
Beaton Management Co. Inc.2,905$1.79M0.88%+7513F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA2,901$1.79M0.33%-39113F-HRTimeline
NAVELLIER & ASSOCIATES INC2,897$1.79M0.22%013F-HRTimeline
EFG Private Wealth Management (Americas…2,894$1.79M0.33%+2,12913F-HRTimeline
Guardian Asset Advisors, LLC2,892$1.79M1.03%+51313F-HRTimeline
Dentgroup LLC2,891$1.79M1.24%+1,31413F-HRTimeline
Exchange Bank2,887$1.78M1.41%-2813F-HRTimeline
Heritage Financial Services, LLC2,886$1.78M0.17%+9713F-HRTimeline
Bonfire Financial2,877$1.78M1.46%+313F-HRTimeline
Mandatum Life Insurance Co Ltd2,885$1.78M0.47%013F-HRTimeline
Warburton Capital Management, LLC2,801$1.78M1.05%+313F-HRTimeline
JSF Financial, LLC2,876$1.78M0.42%-75613F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…2,874$1.78M0.59%013F-HRTimeline
Narus Financial Partners, LLC2,871$1.77M0.55%+3513F-HRTimeline
Cambridge Financial Group, LLC2,869$1.77M0.67%-19713F-HRTimeline
Riverstone Advisors, LLC2,857$1.77M0.95%+18013F-HRTimeline
LaFleur & Godfrey LLC2,850$1.76M0.22%-4013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.2,848$1.76M1.6%+33913F-HRTimeline
New Century Financial Group, LLC2,846$1.76M2.06%-1,07713F-HRTimeline
North Berkeley Wealth Management, LLC2,840$1.75M1.61%+1,25313F-HRTimeline
Capital Investment Counsel, LLC2,840$1.75M0.27%+15713F-HRTimeline
Wingate Wealth Advisors, Inc.2,838$1.75M1.56%-10813F-HRTimeline
SHELTON CAPITAL MANAGEMENT2,838$1.75M0.04%013F-HRTimeline
Community Financial Services Group, LLC2,836$1.75M0.35%-3213F-HRTimeline
Legacy Financial Group LLC2,834$1.75M0.24%+8113F-HRTimeline
Meridian Financial Advisors, LLC2,833$1.75M1.13%-8813F-HRTimeline
Independent Wealth Network Inc.2,828$1.75M0.64%+21013F-HRTimeline
Pitti Group Wealth Management, LLC2,827$1.75M1.51%-3513F-HRTimeline
Summit Investment Advisory Services, LLC2,826$1.75M0.76%+213F-HR/ATimeline
Cardinal Point Capital Management ULC2,817$1.75M0.14%-15513F-HRTimeline
Exchange Capital Management, Inc.2,821$1.74M0.26%-16513F-HRTimeline
Crown Wealth Group, LLC2,816$1.74M0.65%+2,01313F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC2,807$1.73M0.34%+17613F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC2,806$1.73M1.31%013F-HRTimeline
BlackDiamond Wealth Management, LLC2,805$1.73M1%-213F-HRTimeline
Upper Left Wealth Management, LLC2,802$1.73M1.16%+66513F-HRTimeline
Claret Asset Management Corp2,799$1.73M0.22%new13F-HRTimeline
American Financial Advisors, LLC2,797$1.73M0.24%+8313F-HRTimeline
Disciplined Investors, L.L.C.2,794$1.73M1.35%+2713F-HRTimeline
Atlantic Edge Private Wealth Management…2,794$1.73M0.47%+9013F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP2,793$1.73M0.46%013F-HRTimelineGroup
Spinnaker Investment Group, LLC2,793$1.73M0.41%+613F-HRTimeline
Sava Infond d.o.o.2,780$1.72M0.27%+25013F-HRTimeline
Index Fund Advisors, Inc.2,778$1.72M0.1%-5113F-HRTimeline
Medallion Wealth Advisors, LLC2,773$1.71M0.66%-27113F-HRTimeline
MA Private Wealth2,768$1.71M0.31%-11913F-HRTimeline
PHILADELPHIA TRUST CO2,761$1.71M0.13%013F-HRTimeline
Financial Life Planners2,758$1.7M1.39%-38313F-HRTimeline
MSH Capital Advisors LLC2,757$1.7M0.49%+5313F-HRTimeline
Hiley Hunt Wealth Management2,742$1.7M0.86%+1,43413F-HRTimeline