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Disclosery

SPY STATE STR SPDR S&P 500 ETF T

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SHS (fund), issuer CIK 884394

4,221 managers (4,264 13F filers) reported a position in SPY shares at 2025-09-30, 539,683,859 shares in all. 141 filers opened a position and 102 filers sold out during the quarter.

Managers
4,221
13F filers
4,264
New
141
Added
1,691
Reduced
1,770
Sold out
102
Shares held by filers
539,683,859

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Campbell Deegan Wealth Management, LLC3,416$2.28M2.03%+813F-HRTimeline
Portus Wealth Advisors, LLC3,412$2.27M2.27%13F-HRTimeline
Auour Investments LLC3,409$2.27M0.74%-913F-HRTimeline
FSA Advisors, Inc.3,872$2.27M1.8%+1,47413F-HRTimeline
Impact Capital Partners LLC3,407$2.27M0.68%+3013F-HRTimeline
CM WEALTH ADVISORS LLC3,394$2.27M0.6%013F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV3,402$2.27M0.66%-3513F-HRTimeline
Cherry Tree Wealth Management, LLC3,401$2.27M0.5%-1313F-HRTimeline
Park Place Capital Corp3,400$2.27M0.48%-33013F-HRTimeline
SONA ASSET MANAGEMENT (US) LLCin group SONA ASSET MANAGEMENT (US) LLC3,394$2.26M0.09%new13F-HRTimelineGroup
Sather Financial Group Inc3,386$2.26M0.12%+1013F-HRTimeline
McBroom & Associates, LLC3,385$2.26M1.07%-6813F-HRTimeline
SK Wealth Management, LLC3,358$2.25M0.84%+1013F-HRTimeline
GoalVest Advisory LLC3,377$2.25M0.48%+2,02713F-HRTimeline
Santori & Peters, Inc.3,377$2.25M0.8%+25913F-HRTimeline
Wallace Advisory Group, LLC3,631$2.24M1.8%+4113F-HRTimeline
Sterling Investment Advisors, Ltd.3,358$2.24M0.44%-5013F-HRTimeline
CoreFirst Bank & Trust3,357$2.24M1.21%-1013F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.3,347$2.23M1.09%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC3,343$2.23M0.19%-3313F-HRTimeline
Optimist Retirement Group LLC3,340$2.23M1.01%+3613F-HRTimeline
Portland Financial Advisors Inc3,340$2.23M4.74%013F-HRTimeline
Kagan Cocozza Asset Management3,340$2.23M1.68%-1,21713F-HRTimeline
COUNTRY TRUST BANK3,338$2.22M0.05%-1513F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…3,325$2.22M0.94%+26513F-HRTimeline
Kohmann Bosshard Financial Services, LLC3,324$2.21M0.23%-113F-HRTimeline
Catalina Capital Group, LLC3,306$2.2M1.36%-23613F-HRTimeline
Renaissance Investment Group LLC3,305$2.2M0.45%-5613F-HRTimeline
American Capital Advisory, LLC3,296$2.2M1.02%-6213F-HRTimeline
Astra Wealth Partners LLC3,284$2.19M1.53%-12113F-HR/ATimeline
Farmers & Merchants Trust Co of Chamber…3,290$2.19M0.62%-5613F-HRTimeline
Callahan Advisors, LLC3,290$2.19M0.19%+1,58513F-HRTimeline
Powell Investment Advisors, LLC3,275$2.19M0.76%-5313F-HRTimeline
TRED AVON FAMILY WEALTH, LLC3,280$2.19M0.75%13F-HRTimeline
EDGAR LOMAX CO/VA3,278$2.18M0.17%013F-HRTimeline
EVERPAR ADVISORS LLC3,276$2.18M0.86%+13513F-HRTimeline
Sunpointe, LLC3,264$2.18M0.79%+5613F-HRTimeline
Red Wave Investments LLC3,272$2.18M0.67%-1613F-HRTimeline
McKinley Carter Wealth Services, Inc.3,270$2.18M0.11%-4013F-HRTimeline
360 Financial, Inc.3,270$2.18M0.7%+913F-HRTimeline
Forbes Financial Planning, Inc.3,268$2.18M1.44%013F-HRTimeline
Core Wealth Advisors, Inc.3,263$2.17M0.57%+21413F-HRTimeline
CORDA Investment Management, LLC.3,261$2.17M0.15%+74013F-HRTimeline
Violich Capital Management, Inc.3,259$2.17M0.26%+3813F-HRTimeline
HBW ADVISORY SERVICES LLC3,254$2.17M0.24%-72713F-HRTimeline
Brand Asset Management Group, Inc.3,251$2.17M0.61%+2813F-HRTimeline
Sentry LLC3,229$2.15M0.54%-17013F-HRTimeline
SYON CAPITAL LLC3,226$2.15M0.12%+91413F-HRTimeline
MSH Capital Advisors LLC3,225$2.15M0.58%+46813F-HRTimeline
SYM FINANCIAL Corp3,221$2.15M0.23%-613F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC3,219$2.14M0.12%-1013F-HRTimeline
JGP Wealth Management, LLC3,203$2.14M0.24%-3513F-HRTimeline
Randolph Co Inc3,200$2.13M0.21%+4713F-HRTimeline
Yost Capital Management, LP3,200$2.13M2.59%-10013F-HRTimeline
Cannon Financial Strategists, Inc.3,197$2.13M0.3%-6713F-HRTimeline
PAX Financial Group, LLC3,193$2.13M0.38%+2,17813F-HRTimeline
Private Wealth Asset Management, LLC3,189$2.12M0.25%+20813F-HRTimeline
Midwest Financial Network, LLC3,187$2.12M1.72%+96813F-HRTimeline
Pathway Financial Advisers, LLC3,235$2.12M0.62%+4513F-HRTimeline
Wingate Wealth Advisors, Inc.3,180$2.12M1.47%+34213F-HRTimeline
Promus Capital, LLC3,178$2.12M1.35%-413F-HRTimeline
SHAKER INVESTMENTS LLC/OH3,169$2.11M0.84%+2213F-HRTimeline
Sonoma Allocations LLC3,185$2.1M0.77%13F-HRTimeline
Widmann Financial Services, Inc.3,156$2.1M1.32%-2913F-HRTimeline
ALTFEST L J & CO INC3,155$2.1M0.23%-29713F-HRTimeline
InTrack Investment Management Inc3,153$2.1M1.25%-3413F-HRTimeline
Peak Planning Group, LLC3,150$2.1M1.09%-913F-HRTimeline
WOLFF WIESE MAGANA LLC3,147$2.1M1.19%+11013F-HRTimeline
Bristol Gate Capital Partners Inc.3,147$2.1M0.12%+2,42313F-HRTimeline
RTD Financial Advisors, Inc.3,144$2.09M0.25%-13913F-HRTimeline
MEANS INVESTMENT CO., INC.3,141$2.09M0.18%-17013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC3,133$2.09M0.38%-27713F-HRTimelineGroup
CFS Investment Advisory Services, LLC3,079$2.09M0.15%013F-HRTimeline
21 West Wealth Management LLC3,128$2.08M1.98%-1613F-HRTimeline
Facet Wealth, Inc.3,122$2.08M0.04%-66113F-HRTimeline
MEYER HANDELMAN CO3,110$2.07M0.07%013F-HRTimeline
Somerset Group LLC3,110$2.07M1.64%+37413F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN3,109$2.07M0.18%+5613F-HRTimeline
Bellevue Group AGin group Bellevue Group AG3,100$2.07M0.04%013F-HRTimelineGroup
CONGRESS ASSET MANAGEMENT CO3,100$2.06M0.01%-15913F-HRTimeline
Coyle Financial Counsel LLC3,099$2.06M0.48%-23113F-HRTimeline
North Berkeley Wealth Management, LLC3,099$2.06M1.63%+25913F-HRTimeline
Narus Financial Partners, LLC3,095$2.06M0.56%+22413F-HR/ATimeline
Nicholas Wealth, LLC.3,095$2.06M1.51%+53613F-HR/ATimeline
Wealth Group Ltd3,094$2.06M0.48%-7013F-HRTimeline
Sensible Money, LLC3,092$2.06M0.7%-4813F-HRTimeline
Telos Capital Management, Inc.3,091$2.06M0.2%+1,04013F-HRTimeline
MontVue Capital Management, Inc.3,086$2.06M1.38%-19013F-HRTimeline
Manske Wealth Management3,083$2.05M0.63%-1513F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…3,082$2.05M0.32%-58813F-HRTimeline
Able Wealth Management LLC3,081$2.05M0.77%+8013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,075$2.05M0.14%-1513F-HRTimeline
Granite Bay Wealth Management, LLC3,071$2.05M0.53%+5613F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.3,068$2.04M0.31%+41713F-HRTimeline
Good Steward Wealth Advisors,LLC3,061$2.04M1.41%+46013F-HRTimeline
TrueWealth Financial Partners3,059$2.04M1.04%013F-HRTimeline
Legacy Private Trust Co.3,058$2.04M0.12%-5313F-HRTimeline
Quotient Wealth Partners, LLC3,046$2.03M0.06%+45113F-HRTimeline
TigerOak Management, L.L.C.3,045$2.03M0.63%-9113F-HRTimeline
AM INVESTMENT STRATEGIES LLC3,042$2.03M0.44%013F-HRTimeline
Geneva Partners, LLC3,042$2.03M0.74%+3513F-HRTimeline
COWA, LLC3,040$2.03M0.67%+9013F-HRTimeline
Crown Wealth Group, LLC3,034$2.02M0.61%+21813F-HRTimeline
Geo Capital Gestora de Recursos Ltd3,030$2.02M3.7%new13F-HRTimeline
Strategic Advisors LLC3,025$2.02M0.33%+11013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.3,023$2.01M1.6%+17513F-HRTimeline
NAVELLIER & ASSOCIATES INC3,022$2.01M0.2%+12513F-HRTimeline
Dentgroup LLC3,009$2M1.3%+11813F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC3,008$2M0.57%+513F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC3,004$2M0.05%+33513F-HRTimeline
Arbor Investment Advisors, LLC3,001$2M0.25%-16613F-HRTimeline
HITE Hedge Asset Management LLC3,000$2M0.11%+1,11413F-HRTimeline
Nordwand Advisors, LLC3,000$2M0.32%+6013F-HRTimeline
HFG Wealth Management, LLC2,998$2M1.09%+1,89913F-HR/ATimeline
Tanager Wealth Management LLP2,996$2M0.21%+1,04213F-HRTimeline
Frisch Financial Group, Inc.2,980$1.99M0.46%+7813F-HRTimeline
Seek First Inc.2,987$1.99M1.43%-9713F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC2,984$1.99M0.99%-52313F-HRTimeline
Hanson & Doremus Investment Management2,979$1.99M0.25%-16613F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC2,972$1.98M0.36%+16513F-HRTimeline
Aventura Private Wealth, LLC2,971$1.98M0.73%013F-HRTimeline
Trail Ridge Investment Advisors, LLC2,963$1.97M0.89%-2013F-HRTimeline
Greystone Financial Group, LLC2,960$1.97M0.31%-913F-HRTimeline
Clean Yield Group2,958$1.97M0.56%+513F-HRTimeline
Forefront Wealth Partners, LLC2,956$1.97M0.5%new13F-HRTimeline
Taylor Financial Group, Inc.2,955$1.97M1.13%013F-HRTimeline
Lantz Financial LLC2,952$1.97M0.44%+1713F-HRTimeline
AIRE ADVISORS, LLC2,949$1.96M0.36%+28313F-HRTimeline
Saxony Capital Management, LLC2,946$1.96M1.29%-24313F-HRTimeline
EMC Capital Management2,935$1.96M0.92%013F-HRTimeline
Reyes Financial Architecture, Inc.2,934$1.95M1.33%-7,42913F-HRTimeline
Cambridge Financial Group, LLC2,934$1.95M0.63%+6513F-HRTimeline
Bank of Marin2,933$1.95M1.38%-1913F-HRTimeline
Lumbard & Kellner, LLC2,932$1.95M0.72%013F-HRTimeline
D.B. Root & Company, LLC2,928$1.95M0.49%+513F-HRTimeline
B&D White Capital Company, LLC2,922$1.95M0.25%+513F-HRTimeline
SUTTON PLACE INVESTORS LLC2,921$1.95M1.11%-1113F-HRTimeline
Kelly Financial Services LLC2,920$1.95M0.5%+56213F-HRTimeline
Davidson Kempner Capital Management LP2,919$1.94M0.03%+1,15713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VESTOR CAPITAL, LLC2,916$1.94M0.12%+2,75013F-HRTimeline
Strata Wealth Advisors, LLC2,908$1.94M0.51%-12013F-HRTimeline
HALL LAURIE J TRUSTEE2,907$1.94M0.63%013F-HRTimeline
Beaton Management Co. Inc.2,905$1.94M0.88%013F-HRTimeline
Atlanta Consulting Group Advisors, LLC2,884$1.93M0.47%-10813F-HRTimeline
Guardian Asset Advisors, LLC2,888$1.93M1.04%-413F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,889$1.93M0.61%-14413F-HRTimeline
Exchange Bank2,887$1.92M1.33%013F-HRTimeline
Mandatum Life Insurance Co Ltd2,885$1.92M0.46%013F-HRTimeline
STEVENS CAPITAL PARTNERS2,884$1.92M0.57%+38013F-HRTimeline
Argyle Capital Partners, LLC2,884$1.92M1.38%-54713F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC2,883$1.92M1.32%-13113F-HRTimeline
TFC Financial Management, Inc.2,883$1.92M0.25%+17313F-HRTimeline
Ulland Investment Advisors, LLC2,881$1.92M1.44%-23513F-HRTimeline
JSF Financial, LLC2,873$1.91M0.42%-313F-HRTimeline
May Hill Capital, LLC2,872$1.91M0.56%+16613F-HRTimeline
TFR Capital, LLC.2,871$1.91M0.64%-9013F-HRTimeline
EFG Private Wealth Management (Americas…2,871$1.91M0.33%-2313F-HRTimeline
CULBERTSON A N & CO INC2,868$1.91M0.27%-9913F-HRTimeline
Cordgrass Capital Advisors, LLC2,867$1.91M0.47%-26713F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA2,854$1.9M0.33%-4713F-HRTimeline
Westbourne Investment Advisors, Inc.2,851$1.9M0.53%-33013F-HRTimeline
Independent Wealth Network Inc.2,840$1.89M0.61%+1213F-HRTimeline
Meridian Financial Advisors, LLC2,833$1.89M1.06%013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC2,831$1.89M1.3%+2513F-HRTimeline
Asset Advisors Investment Management, L…2,824$1.88M0.18%-26313F-HRTimeline
Stonebrook Private Inc.2,820$1.88M0.41%-10713F-HRTimeline
Summit Investment Advisory Services, LLC2,815$1.88M0.75%-1113F-HR/ATimeline
United Asset Strategies, Inc.2,814$1.87M0.15%-21213F-HRTimeline
Financial Life Planners2,812$1.87M1.26%+5413F-HRTimeline
LEE DANNER & BASS INC2,812$1.87M0.14%+8013F-HRTimeline
Disciplined Investors, L.L.C.2,811$1.87M1.33%+1713F-HRTimeline
BCS Private Wealth Management, Inc.2,803$1.87M0.67%+93913F-HRTimeline
Warburton Capital Management, LLC2,801$1.87M1.13%013F-HRTimeline
Peck Wealth Management, LLC2,808$1.87M1.79%13F-HRTimeline
Atlantic Edge Private Wealth Management…2,805$1.87M0.48%+1113F-HRTimeline
Legacy Financial Group LLC2,797$1.86M0.24%-3713F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP2,793$1.86M0.46%013F-HRTimelineGroup
Index Fund Advisors, Inc.2,789$1.86M0.09%+1113F-HRTimeline
Medallion Wealth Advisors, LLC2,787$1.86M0.66%+1413F-HRTimeline
SHELTON CAPITAL MANAGEMENT2,788$1.86M0.04%-5013F-HRTimeline
Paradigm Capital Management, LLC/NV2,783$1.85M1.84%+1,41213F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding2,774$1.85M-766Timeline
PALO ALTO WEALTH ADVISORS, LLC2,705$1.85M0.54%+2013F-HRTimeline
Radnor Capital Management, LLC2,768$1.84M0.28%+36813F-HRTimeline
Community Financial Services Group, LLC2,767$1.84M0.34%-6913F-HRTimeline
Forefront Analytics, LLC2,752$1.83M1.77%+613F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)2,741$1.83M0.64%+213F-HRTimeline
Gilliland Jeter Wealth Management LLC2,741$1.83M0.56%-36313F-HRTimeline
JT Stratford LLC2,741$1.83M0.24%-713F-HRTimeline
Ayrshire Capital Management LLC2,741$1.83M0.85%+1813F-HRTimeline
Capital Investment Counsel, LLC2,737$1.82M0.27%-10313F-HRTimeline
American Financial Advisors, LLC2,737$1.82M0.23%-6013F-HRTimeline
NCP Inc.2,734$1.82M1.35%+9613F-HRTimeline
Upper Left Wealth Management, LLC2,730$1.82M1.14%-7213F-HRTimeline
Wealth Preservation Advisors, LLC2,730$1.82M1.06%+6913F-HRTimeline
Altus Wealth Management, LLC2,724$1.81M0.8%-1413F-HRTimeline
High Probability Advisors, LLC2,723$1.81M0.25%-513F-HRTimeline
Valtinson Bruner Financial Planning LLC2,721$1.81M0.54%+1113F-HRTimeline
FLOYD FINANCIAL GROUP LLC2,733$1.81M1.34%+17213F-HRTimeline
WESTBOURNE INVESTMENTS, INC.2,625$1.81M0.87%-813F-HRTimeline