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Disclosery

SPY STATE STR SPDR S&P 500 ETF T

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SHS (fund), issuer CIK 884394

4,601 managers (4,648 13F filers) reported a position in SPY shares at 2025-12-31, 555,286,096 shares in all. 139 filers opened a position and 97 filers sold out during the quarter.

Managers
4,601
13F filers
4,648
New
139
Added
1,774
Reduced
1,717
Sold out
97
Shares held by filers
555,286,096

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Allred Capital Management, LLC4,165$2.84M1.03%+1713F-HRTimeline
Claris Financial LLC4,162$2.84M1.51%-1013F-HRTimeline
Flaharty Asset Management, LLC4,162$2.84M0.35%-3913F-HRTimeline
EdgeRock Capital LLC4,156$2.83M0.75%+18713F-HRTimeline
Stone Summit Wealth LLC4,151$2.83M0.77%-12713F-HRTimeline
White Lighthouse Investment Management …4,117$2.81M0.39%+13013F-HRTimeline
Blue Chip Partners, LLC4,110$2.8M0.2%+113F-HRTimeline
Euclidean Capital LLC4,104$2.8M0.76%013F-HRTimeline
Rydar Equities, Inc.4,101$2.8M2.18%+3713F-HRTimeline
Baldwin Investment Management, LLC4,097$2.79M0.32%-2513F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC4,097$2.79M1.29%13F-HRTimeline
Hurley Capital, LLC4,096$2.79M1.56%+613F-HRTimeline
Sterling Investment Counsel, LLC4,090$2.79M0.8%-713F-HRTimeline
General Partner, Inc.4,088$2.79M1.58%013F-HRTimeline
Pandora Wealth, Inc.4,088$2.79M1.69%-3013F-HRTimeline
Wallington Asset Management, LLC4,087$2.79M0.35%-55013F-HRTimeline
Alpha Zero LLC4,082$2.78M1.52%-9813F-HRTimeline
Dala Group, LLC4,075$2.78M2.41%13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…4,063$2.78M0.53%013F-HRTimeline
10Elms LLP4,072$2.78M2.55%-30713F-HRTimeline
Miramar Fiduciary Corp4,056$2.77M2.15%013F-HRTimeline
Cambridge Financial Group, Inc.4,065$2.77M1.06%+3,10013F-HRTimeline
Golden Reserve Retirement LLC4,049$2.76M0.51%new13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV4,044$2.76M0.36%+1,54413F-HRTimeline
Independent Wealth Advisors LLC4,041$2.76M2.88%13F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co4,034$2.75M0.18%-51113F-HRTimelineGroup
Convergence Financial, LLC4,031$2.75M0.4%-6,44613F-HRTimeline
WealthPoint Financial, LLC4,023$2.74M2.39%13F-HRTimeline
Significant Wealth Partners LLC4,015$2.74M3.05%-7,19813F-HRTimeline
Tudor Financial Inc.4,008$2.73M1.4%013F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC4,004$2.73M1.38%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.4,001$2.73M0.3%-31313F-HRTimeline
Highlander Partners, L.P.4,000$2.73M0.98%013F-HRTimeline
Global Assets Advisory, LLC3,994$2.72M0.78%+16513F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC3,986$2.72M1.81%+28013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC3,979$2.71M0.47%+84613F-HRTimelineGroup
Impact Capital Partners LLC3,979$2.71M0.8%+57213F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…3,978$2.71M0.08%+5213F-HRTimelineGroup
J. Derek Lewis & Associates Inc.3,976$2.71M0.64%13F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.3,967$2.71M0.8%+10113F-HRTimeline
Sculati Wealth Management, LLC3,966$2.7M0.95%-4713F-HRTimeline
Hoese & Co LLP3,961$2.7M1.93%-23213F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/3,958$2.7M<0.01%-23,40613F-HRTimeline
Boreal Capital Management LLC0$2.7M2.03%013F-HRTimelineAmount filed as zero, left out of ratios.
1015 Capital Partners, LLC3,950$2.69M2.65%13F-HRTimeline
Parkside Investments, LLC3,947$2.69M0.34%-3,33913F-HRTimeline
INSIGHT 2811, INC.3,943$2.69M1.19%-2813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC3,937$2.68M0.34%+1,37713F-HRTimeline
Goodman Financial Corp3,934$2.68M0.51%013F-HRTimeline
Palouse Capital Management, Inc.3,929$2.68M1.72%+1,77313F-HRTimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC3,929$2.68M0.06%-90613F-HRTimeline
Erickson Financial Group, LLC3,926$2.68M1.64%-31713F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/3,925$2.68M3.05%-17413F-HRTimeline
Cedrus Wealth Group LLC3,923$2.68M2.47%13F-HRTimeline
Register Financial Advisors LLC3,920$2.67M1.04%+8913F-HRTimeline
O'ROURKE & COMPANY, Inc3,918$2.67M1.04%+21613F-HRTimeline
Panoramic Capital Partners, LLC3,909$2.67M1.63%-2913F-HRTimeline
Redwood Family Wealth LLC3,906$2.66M2.63%13F-HRTimeline
Canal Capital Management, LLC3,898$2.66M0.38%-113F-HRTimeline
Hughes Financial Services, LLC3,896$2.66M0.42%-9013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC3,894$2.66M0.22%+55113F-HRTimeline
SMI Advisory Services, LLC3,809$2.65M0.46%+5813F-HRTimeline
Chung Wu Investment Group, LLC3,880$2.65M2.16%013F-HRTimeline
Comprehensive Financial Planning, Inc./…3,869$2.64M1.74%+2113F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC3,861$2.63M2.27%13F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.3,853$2.63M0.88%-2313F-HR/ATimeline
Cambridge Advisors Inc.3,848$2.62M0.5%-22413F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC3,845$2.62M0.33%013F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC3,844$2.62M0.37%+2213F-HRTimeline
Ebert Capital Management Inc.3,787$2.62M2.53%13F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS3,842$2.62M0.05%-14813F-HRTimeline
Astoria Portfolio Advisors LLC.3,836$2.62M0.6%-17013F-HRTimeline
SAGE ADVISORS, LLC3,835$2.62M1.73%+22613F-HRTimeline
Goldstein Advisors, LLC3,832$2.61M0.3%013F-HRTimeline
Tidemark, LLC3,826$2.61M0.74%-42213F-HRTimeline
BLUELINE ADVISORS LLC3,823$2.61M2.13%13F-HRTimeline
GRANDFIELD & DODD, LLC3,820$2.61M0.15%-1913F-HRTimeline
GR FINANCIAL GROUP, LLC3,803$2.59M0.58%+813F-HRTimeline
Rockwood Wealth Management, LLC3,802$2.59M0.19%+1,73213F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.3,797$2.59M0.31%+1,98413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC3,797$2.59M0.29%+5413F-HRTimeline
WHALEROCK POINT PARTNERS, LLC3,787$2.58M0.49%-1913F-HRTimeline
CFO4Life Group, LLC3,767$2.57M0.37%-1613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,744$2.55M0.15%+66913F-HRTimeline
Maia Wealth LLC3,730$2.54M0.43%+13113F-HRTimeline
Centerstone Investors, LLC3,713$2.53M7.96%+2,04313F-HRTimeline
JNBA Financial Advisors3,713$2.53M0.22%-2313F-HRTimeline
Net Worth Advisory Group3,710$2.53M0.51%+27513F-HRTimeline
Williams & Novak Wealth Management, LLC3,705$2.53M1.9%+20313F-HRTimeline
Quotient Wealth Partners, LLC3,705$2.53M0.07%+65913F-HRTimeline
Revisor Wealth Management LLC3,670$2.53M0.68%+1,12413F-HRTimeline
Disciplined Investments, LLC3,703$2.53M0.97%-3113F-HRTimeline
AMI ASSET MANAGEMENT CORP3,701$2.52M0.14%+3913F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT3,698$2.52M0.28%-21613F-HRTimeline
Wallace Advisory Group, LLC3,696$2.52M2.64%+6513F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC3,693$2.52M0.1%013F-HRTimeline
CONGRESS ASSET MANAGEMENT CO3,682$2.51M0.02%+58213F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC3,679$2.51M0.79%+2,61413F-HRTimeline
BLVD Private Wealth, LLC3,672$2.5M2.18%-3313F-HRTimeline
Gladwyn Financial Advisors, Inc.3,671$2.5M1.76%-1,12013F-HRTimeline
SB Capital Management Inc3,668$2.5M0.92%13F-HRTimeline
Manhattan West Asset Management, LLC3,665$2.5M0.51%-19413F-HRTimeline
BARR E S & CO3,663$2.5M0.13%013F-HRTimeline
River Wealth Advisors LLC3,658$2.49M0.28%-34613F-HRTimeline
Wagner Wealth Management, LLC3,652$2.49M0.53%+9213F-HRTimeline
Grove Street Fiduciary, LLC3,651$2.49M1.04%013F-HRTimeline
Green Ridge Wealth Planning LLC3,644$2.49M1.27%13F-HRTimeline
Uptown Financial Advisors LLC3,644$2.48M2.12%+3013F-HRTimeline
National Wealth Management Group, LLC3,636$2.48M0.86%-61113F-HRTimeline
Cordoba Advisory Partners LLC3,635$2.48M0.61%13F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC3,635$2.48M0.35%013F-HRTimeline
SEIZERT CAPITAL PARTNERS, LLC3,626$2.47M0.1%new13F-HRTimeline
Westside Investment Management, Inc.3,622$2.47M0.4%+13813F-HRTimeline
BCR Wealth Strategies, LLC3,620$2.47M0.82%-4213F-HRTimeline
Westwood Wealth Management3,617$2.47M1.85%+1,43113F-HRTimeline
Lionshead Wealth Management, LLC3,617$2.47M1.85%-11813F-HRTimeline
ELEVATUS WELATH MANAGEMENT3,614$2.46M0.67%+18413F-HRTimeline
Bulltick Wealth Management, LLC3,593$2.46M0.52%-7,06913F-HRTimeline
Eldridge Investment Advisors, Inc.3,599$2.45M0.54%+113F-HRTimeline
Renaissance Investment Group LLC3,595$2.45M0.49%+29013F-HRTimeline
Transce3nd, LLC3,523$2.45M19.77%-43113F-HRTimeline
Costello Asset Management, INC3,591$2.45M0.81%-1813F-HRTimeline
Cranbrook Wealth Management, LLC3,589$2.45M0.48%-4413F-HRTimeline
Murphy & Mullick Capital Management Corp3,589$2.45M1.76%+1013F-HRTimeline
Leith Wheeler Investment Counsel Ltd.3,585$2.44M0.18%013F-HRTimeline
J.P. Marvel Investment Advisors, LLC3,582$2.44M0.34%013F-HRTimeline
Wealth Alliance Advisory Group, LLC3,582$2.44M0.42%-12313F-HRTimeline
HBW ADVISORY SERVICES LLC3,577$2.44M0.27%+32313F-HRTimeline
Violich Capital Management, Inc.3,568$2.43M0.27%+30913F-HRTimeline
Chemistry Wealth Management LLC3,567$2.43M0.46%+1913F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…3,565$2.43M0.12%+2513F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA3,561$2.43M0.16%-43613F-HRTimeline
NWM ADVISORS, LLC3,546$2.42M2.1%13F-HRTimeline
Blue Capital, Inc.3,535$2.41M1.72%+1,38913F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.3,535$2.41M1.39%+113F-HRTimeline
Root Financial Partners, LLC3,532$2.41M0.12%+1,36613F-HRTimeline
Private Wealth Asset Management, LLC3,532$2.41M0.26%+34313F-HRTimeline
IFC Advisors LLC3,522$2.4M0.35%-65213F-HRTimeline
READYSTATE ASSET MANAGEMENT LP3,512$2.39M0.11%+1,93413F-HRTimeline
Sugar Maple Asset Management, LLC3,503$2.39M1.61%-30013F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC3,498$2.39M0.7%-413F-HRTimeline
SHELTON CAPITAL MANAGEMENT3,497$2.38M0.05%+70913F-HRTimeline
Agate Pass Investment Management, LLC3,496$2.38M0.89%-1913F-HRTimeline
Tannin Capital LLC3,496$2.38M2.13%13F-HRTimeline
Marshall Financial Group, LLC3,495$2.38M0.46%-613F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…3,492$2.38M0.54%013F-HRTimeline
AMERIFLEX GROUP, INC.3,490$2.38M1.24%-2,45413F-HRTimeline
Allegiance Financial Group Advisory Ser…3,479$2.37M0.5%-9213F-HRTimeline
Mainstream Capital Management LLC3,473$2.37M1.55%-813F-HRTimeline
Sensible Money, LLC3,472$2.37M0.76%+38013F-HRTimeline
Portus Wealth Advisors, LLC3,461$2.36M2.23%+4913F-HRTimeline
Hippocratic Financial Advisors, LLC3,460$2.36M1.09%-713F-HRTimeline
McBroom & Associates, LLC3,458$2.36M1.15%+7313F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…3,448$2.35M0.97%+12313F-HRTimeline
CORDA Investment Management, LLC.3,442$2.35M0.17%+18113F-HRTimeline
MEMBERS WEALTH LLC3,387$2.35M1.47%-51313F-HRTimeline
CapWealth Advisors, LLC3,432$2.34M0.16%-6913F-HR/ATimeline
Acorn Wealth Advisors, LLC3,428$2.34M0.7%-1,07513F-HRTimeline
Osprey Private Wealth LLC3,425$2.34M0.67%+1,29813F-HRTimeline
Tortuga Wealth Management, Inc3,419$2.33M2.46%13F-HRTimeline
United Advisor Group, LLC3,418$2.33M0.3%-14013F-HRTimeline
Bradley & Co. Private Wealth Management…3,416$2.33M1.25%013F-HRTimeline
Liberty Capital Management, Inc.3,413$2.33M0.43%-713F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC3,410$2.33M1.31%-7013F-HRTimeline
Auour Investments LLC3,409$2.32M0.74%013F-HRTimeline
Powell Investment Advisors, LLC3,398$2.32M0.8%+12313F-HRTimeline
Brand Asset Management Group, Inc.3,408$2.32M0.65%+15713F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC3,408$2.32M0.52%-17113F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,408$2.32M0.32%+1,35613F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC3,364$2.32M1.63%-79913F-HRTimeline
Campbell Deegan Wealth Management, LLC3,406$2.32M1.88%-1013F-HRTimeline
Park Place Capital Corp3,404$2.32M0.48%+413F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL3,401$2.32M0.05%-18313F-HRTimeline
SYM FINANCIAL Corp3,389$2.31M0.24%+16813F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC3,381$2.31M1.25%-3,25313F-HRTimeline
Ahara Advisors LLC3,381$2.31M2.1%13F-HRTimeline
Modus Advisors, LLC3,377$2.3M0.61%-13313F-HRTimeline
Cherry Tree Wealth Management, LLC3,373$2.3M0.49%-2813F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC3,367$2.3M0.07%+36313F-HRTimeline
Red Wave Investments LLC3,365$2.29M0.68%+9313F-HRTimeline
Santori & Peters, Inc.3,358$2.29M0.78%-1913F-HRTimeline
Garton & Associates Financial Advisors …3,354$2.29M1.28%13F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC3,350$2.28M1.52%-8113F-HRTimeline
EVERPAR ADVISORS LLC3,346$2.28M0.85%+7013F-HRTimeline
Catalina Capital Group, LLC3,341$2.28M1.4%+3513F-HRTimeline
Optimist Retirement Group LLC3,340$2.28M1.04%013F-HRTimeline
CoreFirst Bank & Trust3,337$2.28M1.23%-2013F-HRTimeline
Sunpointe, LLC3,321$2.27M0.75%+5713F-HRTimeline
Kohmann Bosshard Financial Services, LLC3,326$2.27M0.2%+213F-HRTimeline
FSA Advisors, Inc.13,476$2.27M1.58%+9,60413F-HRTimeline
Kagan Cocozza Asset Management3,322$2.27M1.61%-1813F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV3,320$2.26M0.6%-8213F-HRTimeline
TABLEAUX LLC3,315$2.26M1.6%-3,35413F-HR/ATimeline
RTD Financial Advisors, Inc.3,315$2.26M0.28%+17113F-HRTimeline
Diesslin Group, Inc.3,315$2.26M0.9%13F-HRTimeline
TRED AVON FAMILY WEALTH, LLC3,314$2.26M0.74%+3413F-HRTimeline
Hegarty Advisors, LLC3,311$2.26M1.96%13F-HRTimeline
360 Financial, Inc.3,308$2.26M0.69%+3813F-HR/ATimeline
MSH Capital Advisors LLC3,298$2.25M0.48%+7313F-HRTimeline
Hopwood Nicholas Hunter3,295$2.25M0.73%13F-HRTimeline