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Disclosery

SPY STATE STR SPDR S&P 500 ETF T

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SHS (fund), issuer CIK 884394

4,554 managers (4,604 13F filers) reported a position in SPY shares at 2026-03-31, 568,285,245 shares in all. 125 filers opened a position and 177 filers sold out during the quarter.

Managers
4,554
13F filers
4,604
New
125
Added
1,721
Reduced
2,038
Sold out
177
Shares held by filers
568,285,245

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Quotient Wealth Partners, LLC3,821$2.49M0.07%+11613F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.3,819$2.48M0.86%-3413F-HRTimeline
CADINHA & CO LLC3,817$2.48M0.46%-69713F-HRTimeline
Redwood Family Wealth LLC3,816$2.48M2.44%-9013F-HRTimeline
Hughes Financial Services, LLC3,816$2.48M0.38%-8013F-HRTimeline
Yardley Wealth Management LLC3,811$2.48M1.27%-39713F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC3,795$2.47M0.28%-213F-HRTimeline
Pacific Center for Financial Services3,794$2.47M0.63%-1,12313F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.3,793$2.47M0.36%-81113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC3,787$2.46M0.04%-47113F-HRTimelineGroup
United Advisor Group, LLC3,785$2.46M0.31%+36713F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC3,786$2.46M1.62%-20013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC3,781$2.46M1.36%+40013F-HRTimeline
YACKTMAN ASSET MANAGEMENT LP3,768$2.45M0.03%-28,32313F-HRTimeline
CFO4Life Group, LLC3,758$2.44M0.37%-913F-HRTimeline
Steelhead Wealth Management LLC3,759$2.44M1.24%13F-HRTimeline
POLEN CAPITAL MANAGEMENT LLC3,757$2.44M0.02%-2,96013F-HRTimeline
Telos Capital Management, Inc.3,755$2.44M0.23%-54213F-HRTimeline
B&D White Capital Company, LLC3,752$2.44M0.3%+83513F-HRTimeline
ICW Investment Advisors LLC3,749$2.44M0.88%-1,08913F-HRTimeline
Westside Investment Management, Inc.3,742$2.44M0.37%+12013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT3,734$2.43M0.27%+3613F-HRTimeline
Erickson Financial Group, LLC3,731$2.43M1.52%-19513F-HRTimeline
Horizon Investments, LLC3,714$2.42M0.03%+1,61813F-HRTimeline
MEMBERS WEALTH LLC3,393$2.41M1.44%+613F-HRTimeline
ICG Advisors, LLC3,704$2.41M9.41%-76713F-HR/ATimeline
EVERPAR ADVISORS LLC3,703$2.41M0.83%+35713F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …3,700$2.41M0.38%-62113F-HRTimelineGroup
October Effect Ltd3,695$2.4M2.77%+80213F-HRTimeline
Costello Asset Management, INC3,687$2.4M0.83%+9613F-HRTimeline
Chemistry Wealth Management LLC3,681$2.39M0.42%+11413F-HRTimeline
Suncoast Equity Management3,676$2.39M0.29%-1,77313F-HRTimeline
Renaissance Investment Group LLC3,672$2.39M0.51%+7713F-HRTimeline
GRANDFIELD & DODD, LLC3,663$2.38M0.13%-15713F-HRTimeline
JNBA Financial Advisors3,659$2.38M0.2%-5413F-HRTimeline
Grove Street Fiduciary, LLC3,651$2.37M1.05%013F-HRTimeline
BARR E S & CO3,651$2.37M0.14%-1213F-HRTimeline
Williams & Novak Wealth Management, LLC3,623$2.37M1.78%-8213F-HRTimeline
LMCG INVESTMENTS, LLC3,648$2.37M0.14%-18,61813F-HRTimeline
Ebert Capital Management Inc.3,647$2.37M2.42%-14013F-HRTimeline
Net Worth Advisory Group3,645$2.37M0.49%-6513F-HRTimeline
RTD Financial Advisors, Inc.3,645$2.37M0.29%+33013F-HRTimeline
NINE MASTS CAPITAL Ltd3,639$2.37M0.37%-100,50013F-HRTimeline
UNITED BANK3,638$2.37M0.3%-3,09313F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC3,635$2.36M0.36%013F-HRTimeline
NWM ADVISORS, LLC3,631$2.36M2.15%+8513F-HRTimeline
Manhattan West Asset Management, LLC3,629$2.36M0.46%-3613F-HRTimeline
Green Ridge Wealth Planning LLC3,629$2.36M1.24%-1513F-HRTimeline
Uptown Financial Advisors LLC3,628$2.36M1.91%-1613F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…3,626$2.36M0.97%+17813F-HRTimeline
Eldridge Investment Advisors, Inc.3,624$2.36M0.52%+2513F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC3,621$2.35M0.05%-38,73913F-HRTimeline
BCR Wealth Strategies, LLC3,620$2.35M0.74%013F-HRTimeline
Lionshead Wealth Management, LLC3,617$2.35M1.73%013F-HRTimeline
BLUELINE ADVISORS LLC3,605$2.34M1.82%-21813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,446$2.34M0.13%-29813F-HR/ATimeline
Castellan Group3,600$2.34M0.32%-7,30913F-HRTimeline
Wallace Advisory Group, LLC3,600$2.34M2.5%-9613F-HRTimeline
BURNEY CO/3,600$2.34M0.07%-3,82013F-HRTimeline
Murphy & Mullick Capital Management Corp3,600$2.34M1.73%+1113F-HRTimeline
Hanson & Doremus Investment Management3,597$2.34M0.27%+61813F-HRTimeline
BLVD Private Wealth, LLC3,596$2.34M2.03%-7613F-HRTimeline
Quantbot Technologies LP3,593$2.34M0.1%new13F-HRTimeline
Abundance Wealth Counselors3,591$2.34M0.34%+93713F-HRTimeline
J.P. Marvel Investment Advisors, LLC3,582$2.33M0.33%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC3,564$2.32M0.84%-1,47413F-HR/ATimelineGroup
WHALEROCK POINT PARTNERS, LLC3,573$2.32M0.45%-21413F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.3,570$2.32M1.33%+3513F-HRTimeline
Modus Advisors, LLC3,567$2.32M0.64%+19013F-HRTimeline
Osprey Private Wealth LLC3,567$2.32M0.67%+14213F-HRTimeline
Cranbrook Wealth Management, LLC3,566$2.32M0.47%-2313F-HRTimeline
MANE GLOBAL CAPITAL MANAGEMENT LP3,565$2.32M0.24%new13F-HRTimeline
HBW ADVISORY SERVICES LLC3,553$2.31M0.24%-2413F-HRTimeline
Leith Wheeler Investment Counsel Ltd.3,550$2.31M0.19%-3513F-HRTimeline
Wagner Wealth Management, LLC3,550$2.31M0.47%-10213F-HRTimeline
Integrity Wealth Partners, LLC3,534$2.3M2.07%13F-HRTimeline
SmartHarvest Portfolios, LLC3,531$2.3M0.96%+38213F-HRTimeline
United Community Bankin group United Community Bank3,529$2.3M0.77%+1,82313F-HRTimelineGroup
Private Wealth Asset Management, LLC3,522$2.29M0.24%-1013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA3,512$2.28M0.17%-4913F-HRTimeline
Santori & Peters, Inc.3,510$2.28M0.71%+15213F-HRTimeline
GoalVest Advisory LLC3,508$2.28M0.45%+72413F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC3,506$2.28M0.08%-18713F-HRTimeline
Revisor Wealth Management LLC3,486$2.27M0.63%-18413F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…3,492$2.27M0.53%013F-HRTimeline
Mosaic Advisors LLC3,180$2.27M3.41%new13F-HRTimeline
Allegiance Financial Group Advisory Ser…3,490$2.27M0.45%+1113F-HRTimeline
Haven Private, LLC3,485$2.27M0.99%+1,49113F-HRTimeline
Auour Investments LLC3,477$2.26M0.71%+6813F-HRTimeline
Maia Wealth LLC3,477$2.26M0.38%-25313F-HRTimeline
Mainstream Capital Management LLC3,473$2.26M1.52%013F-HRTimeline
Hoese & Co LLP3,466$2.25M1.67%-49513F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…3,463$2.25M0.12%-10213F-HRTimeline
Hippocratic Financial Advisors, LLC3,463$2.25M0.99%+313F-HRTimeline
Tortuga Wealth Management, Inc3,456$2.25M2.1%+3713F-HRTimeline
First County Bank /CT/3,459$2.25M1.2%-1,21813F-HRTimeline
Marshall Financial Group, LLC3,457$2.25M0.36%-3813F-HRTimeline
Tannin Capital LLC3,449$2.24M1.63%-4713F-HRTimeline
Park Place Capital Corp3,439$2.24M0.45%+3513F-HRTimeline
Agate Pass Investment Management, LLC3,437$2.24M0.87%-5913F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,435$2.23M0.29%+2713F-HRTimeline
Nikulski Financial, Inc.3,428$2.23M0.55%-1,44613F-HRTimeline
Bradley & Co. Private Wealth Management…3,416$2.23M1.17%013F-HRTimeline
River Wealth Advisors LLC3,414$2.22M0.25%-24413F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC3,410$2.22M1.22%013F-HRTimeline
Community Financial Services Group, LLC3,383$2.22M0.39%+61613F-HRTimeline
Coyle Financial Counsel LLC3,408$2.22M0.47%+26213F-HRTimeline
Violich Capital Management, Inc.3,407$2.22M0.26%-16113F-HRTimeline
Red Wave Investments LLC3,403$2.21M0.66%+3813F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)3,393$2.21M0.7%+61213F-HRTimeline
Blue Zone Wealth Advisors, LLC3,398$2.21M0.45%+1,30013F-HRTimeline
SYM FINANCIAL Corp3,397$2.21M0.22%+813F-HRTimeline
Somerset Group LLC3,110$2.21M1.64%013F-HRTimeline
Spinnaker Investment Group, LLC3,395$2.21M0.45%-1,90713F-HRTimeline
Optimist Retirement Group LLC3,389$2.2M0.97%+4913F-HRTimeline
Alpha Zero LLC3,384$2.2M1.11%-69813F-HRTimeline
Transce3nd, LLC3,379$2.2M19.51%-14413F-HRTimeline
Paragon Private Wealth Management, LLC3,373$2.19M0.69%+1,24013F-HRTimeline
Spartan Wealth Advisory Services LLC3,370$2.19M0.19%13F-HRTimeline
Bernard Wealth Management Corp.3,363$2.19M0.93%+80613F-HRTimeline
Bannerstone Capital Management, LLC3,999$2.18M2.03%+74713F-HRTimeline
Brand Asset Management Group, Inc.3,355$2.18M0.57%-5313F-HRTimeline
TFC Financial Management, Inc.3,355$2.18M0.27%+51213F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC3,355$2.18M0.82%+37813F-HRTimeline
JT Stratford LLC3,352$2.18M0.28%+88313F-HRTimeline
Hegarty Advisors, LLC3,349$2.18M1.72%+3813F-HRTimeline
Retireful, LLC3,348$2.18M3.07%-2,90813F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC3,348$2.18M1.4%-213F-HRTimeline
CapWealth Advisors, LLC3,344$2.17M0.16%-8813F-HRTimeline
Balance Wealth Partners LLC3,333$2.17M0.67%+33413F-HRTimeline
Diesslin Group, Inc.3,326$2.16M0.97%+1113F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC3,323$2.16M0.49%-8513F-HRTimeline
Catalina Capital Group, LLC3,318$2.16M1.32%-2313F-HRTimeline
TRED AVON FAMILY WEALTH, LLC3,317$2.16M0.72%+313F-HRTimeline
TABLEAUX LLC3,317$2.16M1.04%+213F-HRTimeline
KMT WEALTH MANAGEMENT, LLC3,314$2.16M1.17%+1,28813F-HRTimeline
Alaethes Wealth, LLC3,303$2.15M0.62%-2,22213F-HRTimeline
CoreFirst Bank & Trust3,312$2.15M1.14%-2513F-HRTimeline
360 Financial, Inc.3,309$2.15M0.65%+113F-HRTimeline
Sunpointe, LLC3,307$2.15M0.7%-1413F-HRTimeline
Pathway Financial Advisers, LLC3,298$2.14M0.61%+6613F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC3,297$2.14M0.67%-1,40713F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC3,295$2.14M0.63%-20313F-HRTimeline
D.B. Root & Company, LLC3,293$2.14M0.51%+44213F-HRTimeline
Astra Wealth Partners LLC3,284$2.14M1.35%013F-HRTimeline
Core Wealth Advisors, Inc.3,293$2.14M0.51%+913F-HRTimeline
Campbell Deegan Wealth Management, LLC3,270$2.13M1.71%-13613F-HRTimeline
Fulton Bank, N.A.3,268$2.13M0.07%+70613F-HRTimeline
Main Street Research LLC3,263$2.12M0.12%+60013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.3,259$2.12M0.14%-1,45213F-HRTimelineGroup
Hopwood Nicholas Hunter3,255$2.12M0.67%-4013F-HRTimeline
Callahan Advisors, LLC3,242$2.11M0.18%-813F-HRTimeline
McBroom & Associates, LLC3,238$2.11M1.17%-22013F-HRTimeline
Financial Council, LLC3,236$2.1M0.81%+59113F-HRTimeline
Disciplined Investments, LLC3,233$2.1M0.75%-47013F-HRTimeline
Occidental Asset Management, LLC3,230$2.1M0.25%+50413F-HRTimeline
Ahara Advisors LLC3,229$2.1M1.76%-15213F-HRTimeline
Navigation Wealth Management, Inc.3,228$2.1M7.57%-55,11913F-HRTimeline
Sterling Investment Advisors, Ltd.3,220$2.09M0.38%-1813F-HRTimeline
Petersen Hastings Wealth Advisors Inc.3,219$2.09M0.19%+3313F-HRTimeline
AIRE ADVISORS, LLC3,216$2.09M0.38%+26113F-HRTimeline
Good Steward Wealth Advisors,LLC3,214$2.09M1.34%-1113F-HRTimeline
Falcon Wealth Planning3,207$2.09M0.14%+8413F-HRTimeline
Ethic Inc.3,201$2.08M0.03%+1,64913F-HRTimeline
CFS Investment Advisory Services, LLC2,931$2.08M0.14%-4513F-HRTimeline
Randolph Co Inc3,200$2.08M0.2%013F-HRTimeline
Warren Street Wealth Advisors, LLC3,199$2.08M0.53%013F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding3,194$2.08M+1,706Timeline
DGS Capital Management, LLCin group DGS Capital Management, LLC3,194$2.08M0.34%-78513F-HRTimelineGroup
SP Asset Management LLC3,193$2.08M0.18%-2,00213F-HRTimeline
Vines Capital Management, LLC3,191$2.08M2.06%013F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV3,182$2.07M0.54%-13813F-HRTimeline
Oxbow Advisors, LLC3,170$2.06M0.18%+5113F-HRTimeline
Selective Wealth Management, Inc.2,896$2.06M0.61%-24613F-HRTimeline
GRANVILLE CAPITAL, INC.3,167$2.06M1.08%+513F-HRTimeline
Strategic Advisors LLC3,166$2.06M0.34%+8413F-HRTimeline
Junk Investment Group, LLC3,163$2.06M1.08%13F-HRTimeline
Widmann Financial Services, Inc.3,156$2.05M1.22%-2013F-HRTimeline
Bayshore Capital Advisors, LLC3,155$2.05M0.87%-1,10413F-HRTimeline
EDGAR LOMAX CO/VA3,150$2.05M0.15%013F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC3,147$2.05M0.63%-1,26513F-HRTimeline
One Charles Private Wealth Services, LLC3,147$2.05M0.51%+7513F-HRTimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC3,145$2.05M0.06%-78413F-HRTimeline
VICTORY FINANCIAL GROUP, LLC3,143$2.04M0.25%-79413F-HRTimeline
Reflection Asset Management2,850$2.04M1.25%+1,13713F-HRTimeline
Wealth Group Ltd3,137$2.04M0.46%+2413F-HRTimeline
Carl P. Sherr & Co., LLC3,133$2.04M0.96%013F-HRTimeline
Cherry Tree Wealth Management, LLC3,128$2.03M0.43%-24513F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN3,118$2.03M0.18%013F-HRTimeline
Sentry LLC3,113$2.02M0.64%-113F-HRTimeline
McKinley Carter Wealth Services, Inc.3,112$2.02M0.12%-3013F-HRTimeline
Cannon Financial Strategists, Inc.3,110$2.02M0.27%-713F-HRTimeline
Sonoma Allocations LLC3,073$2.02M0.7%-12313F-HRTimeline
Buck Wealth Strategies, LLC3,106$2.02M0.25%-16813F-HRTimeline
Aventura Private Wealth, LLC3,093$2.01M0.74%+12213F-HRTimeline
AMI ASSET MANAGEMENT CORP3,086$2.01M0.13%-61513F-HRTimeline
FSA Advisors, Inc.3,084$2.01M1.32%-10,39213F-HRTimeline
21 West Wealth Management LLC3,083$2M1.86%-3713F-HRTimeline
Manske Wealth Management3,082$2M0.56%-113F-HRTimeline
Ponta Wealth Partners, LLC3,080$2M1.61%new13F-HRTimeline