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Disclosery

SPY STATE STR SPDR S&P 500 ETF T

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SHS (fund), issuer CIK 884394

4,630 managers (4,674 13F filers) reported a position in SPY shares at 2026-06-30, 603,030,824 shares in all. 187 filers opened a position and 124 filers sold out during the quarter.

Managers
4,630
13F filers
4,674
New
187
Added
1,811
Reduced
1,935
Sold out
124
Shares held by filers
603,030,824

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Carl P. Sherr & Co., LLC3,133$2.34M0.98%013F-HRTimeline
STEVENS CAPITAL PARTNERS3,129$2.34M0.44%+24613F-HRTimeline
Cherry Tree Wealth Management, LLC3,124$2.33M0.44%-413F-HRTimeline
CFS Investment Advisory Services, LLC3,127$2.33M0.16%+19613F-HRTimeline
RiverFront Investment Group, LLC3,113$2.32M0.03%+1,52013F-HRTimeline
Sentry LLC3,113$2.32M0.65%013F-HRTimeline
Winthrop Capital Management, LLC3,108$2.32M0.56%+86913F-HRTimeline
Selective Wealth Management, Inc.3,107$2.31M0.61%+21113F-HRTimeline
AMI ASSET MANAGEMENT CORP3,085$2.3M0.13%-113F-HRTimeline
EJMK Ventures LLC3,083$2.3M1.05%+6113F-HRTimeline
Ponta Wealth Partners, LLC3,080$2.3M1.23%013F-HRTimeline
McKinley Carter Wealth Services, Inc.3,076$2.3M0.12%-3613F-HRTimeline
21 West Wealth Management LLC3,069$2.29M1.96%-1413F-HRTimeline
TrueWealth Financial Partners3,059$2.28M0.94%013F-HRTimeline
Heartwood Wealth Advisors LLC3,056$2.28M0.18%+6413F-HRTimeline
MEANS INVESTMENT CO., INC.3,053$2.28M0.17%+4313F-HRTimeline
Claret Asset Management Corp3,030$2.26M0.24%+17913F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC3,029$2.26M0.57%+113F-HRTimeline
Pitti Group Wealth Management, LLC3,029$2.26M1.65%+27813F-HRTimeline
Argentarii, LLC2,933$2.26M0.68%+113F-HRTimeline
River Wealth Advisors LLC3,026$2.26M0.24%-38813F-HR/ATimeline
Partners in Financial Planning3,026$2.26M0.34%+2,10313F-HRTimeline
NAVELLIER & ASSOCIATES INC3,022$2.26M0.18%+22513F-HRTimeline
Shepherd Street Advisors LLC2,985$2.25M1.98%013F-HRTimeline
AM INVESTMENT STRATEGIES LLC3,010$2.25M0.43%+913F-HRTimeline
ELEVATUS WELATH MANAGEMENT3,007$2.25M0.55%-713F-HRTimeline
Portus Wealth Advisors, LLC3,007$2.25M1.85%-1,11213F-HRTimeline
HITE Hedge Asset Management LLC3,000$2.24M0.12%013F-HRTimeline
SUTTON PLACE INVESTORS LLC2,989$2.23M1.08%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC2,983$2.23M0.28%+213F-HRTimeline
Hippocratic Financial Advisors, LLC2,979$2.22M0.84%-48413F-HRTimeline
HALL LAURIE J TRUSTEE2,977$2.22M0.69%+4213F-HRTimeline
Significant Wealth Partners LLC2,969$2.22M2.4%+8713F-HRTimeline
Guardian Asset Advisors, LLC2,963$2.21M1.02%+67513F-HRTimeline
Bonfire Financial2,957$2.21M1.42%+813F-HRTimeline
SHAKER INVESTMENTS LLC/OH2,964$2.21M0.8%-113F-HRTimeline
Centerpoint Advisors, LLC2,962$2.21M0.63%+1,09713F-HRTimeline
BANTA ASSET MANAGEMENT LP2,958$2.21M1.97%-4013F-HRTimeline
Beaton Management Co. Inc.2,955$2.21M0.9%013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC2,955$2.21M1.25%013F-HRTimeline
Cannon Financial Strategists, Inc.2,952$2.2M0.25%-15813F-HRTimeline
Bill Few Associates, Inc.2,951$2.2M0.47%-3313F-HRTimeline
Taylor Financial Group, Inc.2,941$2.2M1.21%-1413F-HRTimeline
EMC Capital Management2,935$2.2M0.87%13F-HRTimeline
D L CARLSON INVESTMENT GROUP INC2,937$2.19M0.35%-1,29913F-HRTimeline
Lumbard & Kellner, LLC2,932$2.19M0.66%013F-HRTimeline
Financial Life Planners2,931$2.19M1.41%-1513F-HRTimeline
May Hill Capital, LLC2,927$2.19M0.46%-913F-HRTimeline
Trail Ridge Investment Advisors, LLC2,926$2.19M0.92%+12313F-HRTimeline
WESCAP Management Group, Inc.2,918$2.18M0.41%+513F-HRTimeline
Portland Financial Advisors Inc2,908$2.17M3.96%013F-HRTimeline
TENET WEALTH PARTNERS, LLC2,936$2.17M1.61%13F-HRTimeline
truNorth Financial Services, Inc.2,905$2.17M1.94%+13913F-HRTimeline
BlackDiamond Wealth Management, LLC2,799$2.16M0.87%-5613F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,898$2.16M0.23%-24513F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding2,898$2.16M+4Timeline
TigerOak Management, L.L.C.2,890$2.16M0.61%-513F-HRTimeline
Mandatum Life Insurance Co Ltd2,885$2.15M0.4%013F-HRTimeline
Atlanta Consulting Group Advisors, LLC2,882$2.15M0.34%-213F-HRTimeline
Summit Investment Advisory Services, LLC2,881$2.15M0.54%+5913F-HRTimeline
Sava Infond d.o.o.2,880$2.15M0.15%013F-HRTimeline
Axecap Investments, LLC2,879$2.15M1.19%+11713F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP2,877$2.15M0.49%013F-HRTimelineGroup
Gilliland Jeter Wealth Management LLC2,870$2.14M0.56%-2113F-HRTimeline
Narus Financial Partners, LLC2,868$2.14M0.55%+11713F-HRTimeline
Nikulski Financial, Inc.2,855$2.13M0.46%-57313F-HRTimeline
SK Wealth Management, LLC2,758$2.13M0.48%-9413F-HRTimeline
United Asset Strategies, Inc.2,850$2.13M0.15%+12313F-HRTimeline
Sensible Money, LLC2,849$2.13M0.56%+313F-HRTimeline
D.B. Root & Company, LLC2,841$2.12M0.45%-45213F-HRTimeline
Asset Allocation Strategies LLC2,840$2.12M0.33%+44213F-HRTimeline
EXCALIBUR MANAGEMENT CORP2,833$2.12M0.7%+15113F-HRTimeline
RESOLUTE CAPITAL, LLC2,833$2.12M0.73%new13F-HRTimeline
Clearwater Capital Advisors, LLC2,832$2.12M0.15%+8913F-HRTimeline
Aureum Wealth Management, LLC2,829$2.11M1.31%-2013F-HRTimeline
Frisch Financial Group, Inc.2,820$2.11M0.36%-16613F-HRTimeline
Chatterton & Associates Inc.2,806$2.11M1.24%+36313F-HRTimeline
Wealth Watch Advisors, INC2,816$2.1M0.68%-5,92013F-HRTimeline
Silverleafe Capital Partners, LLC2,814$2.1M0.57%+6813F-HRTimeline
Disciplined Investors, L.L.C.2,813$2.1M1.05%+413F-HRTimeline
Peck Wealth Management, LLC2,808$2.1M1.77%013F-HRTimeline
Manske Wealth Management2,806$2.1M0.52%-27613F-HRTimeline
Aventura Private Wealth, LLC2,805$2.09M0.64%-28813F-HRTimeline
Warburton Capital Management, LLC2,801$2.09M0.85%013F-HRTimeline
Independence Wealth Advisors, LLC2,799$2.09M1.05%+24213F-HRTimeline
Sunpointe, LLC2,803$2.09M0.59%-50413F-HRTimeline
Forbes Financial Planning, Inc.2,795$2.09M1.12%-7013F-HRTimeline
Radnor Capital Management, LLC2,791$2.08M0.29%-213F-HRTimeline
HBK INVESTMENTS L P2,782$2.08M0.02%-1,05013F-HR/ATimeline
Bank of Marin2,779$2.08M1.45%013F-HRTimeline
Valtinson Bruner Financial Planning LLC2,778$2.07M0.52%+3413F-HRTimeline
Point Windward Advisors Inc.2,773$2.07M0.92%+33813F-HRTimeline
Great Diamond Partners, LLC2,770$2.07M0.36%-20013F-HRTimeline
Wingate Wealth Advisors, Inc.2,767$2.07M0.91%-613F-HRTimeline
Saxony Capital Management, LLC2,763$2.06M0.95%-1313F-HRTimeline
Gladwyn Financial Advisors, Inc.2,762$2.06M1.29%+2313F-HRTimeline
Atlantic Edge Private Wealth Management…2,761$2.06M0.42%+513F-HRTimeline
FLOYD FINANCIAL GROUP LLC2,735$2.06M1.34%-3513F-HRTimeline
DEARBORN PARTNERS LLC2,753$2.06M0.12%+36513F-HR/ATimeline
Investors Research Corp2,752$2.06M0.37%+1,72713F-HRTimeline
Pekin Hardy Strauss, Inc.2,752$2.05M0.18%-2413F-HRTimeline
TFR Capital, LLC.2,747$2.05M0.58%-4913F-HRTimeline
CORDA Investment Management, LLC.2,746$2.05M0.13%+12013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC2,744$2.05M0.12%013F-HRTimeline
Sather Financial Group Inc2,741$2.05M0.12%-21813F-HRTimeline
Transce3nd, LLC2,702$2.04M17.99%-67713F-HRTimeline
Cane Capital Partners, LLC2,730$2.04M0.82%+3513F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,729$2.04M0.74%-2013F-HRTimeline
Pine Haven Investment Counsel, Inc2,729$2.04M1.37%+1513F-HRTimeline
CORA CAPITAL ADVISORS LLC2,726$2.04M0.57%-113F-HRTimeline
COWA, LLC2,723$2.03M0.51%-2513F-HRTimeline
Cambridge Financial Group, LLC2,721$2.03M0.64%-5613F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC2,715$2.03M0.5%-26713F-HRTimeline
COUNTRY TRUST BANK2,715$2.03M0.04%-24113F-HRTimeline
Birch Hill Investment Advisors LLC2,714$2.03M0.08%-1013F-HRTimeline
First Bancorp, Inc /ME/2,714$2.03M0.8%-413F-HRTimeline
MA Private Wealth2,712$2.03M0.3%+12413F-HRTimeline
Clarity Financial LLC2,710$2.02M0.17%-30013F-HRTimeline
Tanager Wealth Management LLP2,707$2.02M0.18%-3113F-HRTimeline
American Financial Advisors, LLC2,706$2.02M0.24%013F-HRTimeline
ESL Trust Services, LLC2,703$2.02M0.34%+16513F-HRTimeline
Bellevue Group AGin group Bellevue Group AG2,700$2.02M0.04%013F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC2,699$2.02M1.43%-7113F-HR/ATimeline
Index Fund Advisors, Inc.2,697$2.01M0.08%+4213F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…2,696$2.01M0.62%-913F-HRTimelineGroup
Ahara Advisors LLC2,694$2.01M1.36%-53513F-HR/ATimeline
Wiser Wealth Management, Inc2,692$2.01M0.38%+36313F-HRTimeline
Hutchens & Kramer Investment Management…2,688$2.01M0.54%+5113F-HRTimeline
Eagle Bay Advisors LLC2,682$2.01M1.5%+1,11213F-HRTimeline
Legacy Financial Group LLC2,679$2M0.23%-413F-HRTimeline
REDW Wealth LLC2,678$2M0.72%013F-HRTimeline
Independent Wealth Network Inc.2,667$1.99M0.51%-11613F-HRTimeline
Park Edge Advisors, LLC2,666$1.99M0.42%+313F-HRTimeline
Hudson Portfolio Management LLC2,663$1.99M1.5%-3213F-HRTimeline
Centurion Wealth Management LLC2,659$1.99M0.47%-1,90713F-HRTimeline
SS&H Financial Advisors, Inc.2,656$1.98M0.51%13F-HRTimeline
Westbourne Investment Advisors, Inc.2,652$1.98M0.55%-2113F-HRTimeline
National Wealth Management Group, LLC2,650$1.98M0.61%-28013F-HRTimeline
Trace Wealth Advisors, LLC2,650$1.98M1.29%013F-HRTimeline
Southeast Asset Advisors, LLC2,639$1.97M0.2%+30013F-HRTimeline
Long Road Investment Counsel, LLC2,639$1.97M0.73%-4013F-HRTimeline
Capital Investment Counsel, Inc2,638$1.97M0.21%+10013F-HRTimeline
R2 Capital Strategies, LLC2,635$1.97M0.89%13F-HRTimeline
Samara Investment Management, LLC2,635$1.97M1.81%-15213F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL2,633$1.97M0.04%+2513F-HRTimeline
Miramar Capital, LLC2,632$1.97M0.43%-3013F-HRTimeline
Financial Synergies Wealth Advisors, In…2,627$1.96M0.17%-1,65813F-HRTimeline
Unify Financial Advisors2,626$1.96M1.81%-4013F-HRTimeline
STALEY CAPITAL ADVISERS INC2,613$1.95M0.08%013F-HRTimeline
Meridian Financial Advisors, LLC2,611$1.95M0.94%+913F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC2,609$1.95M1.17%+1513F-HRTimeline
Ankerstar Wealth, LLC2,601$1.95M1.63%+14613F-HRTimeline
BAXTER BROS INC2,606$1.95M0.23%+4513F-HRTimeline
Lantz Financial LLC2,604$1.94M0.36%-3313F-HRTimeline
Strata Wealth Advisors, LLC2,604$1.94M0.47%-1513F-HRTimeline
Sterling Financial Planning, Inc.2,598$1.94M0.53%+213F-HRTimeline
Kelly Financial Services LLC2,595$1.94M0.41%+11813F-HRTimeline
CFO4Life Group, LLC2,595$1.94M0.26%-1,16313F-HRTimeline
Acorn Wealth Advisors, LLC2,595$1.94M0.47%-12513F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC2,595$1.94M0.74%-5713F-HRTimeline
Darden Wealth Group Inc2,594$1.94M0.77%-613F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC2,587$1.93M0.06%-39713F-HRTimeline
Investment Management Trust, LLC2,579$1.93M1.73%-313F-HRTimeline
WOLFF WIESE MAGANA LLC2,575$1.92M0.88%-413F-HRTimeline
Bravias Capital Group, LLC2,571$1.92M1.14%-1613F-HRTimeline
Regency Capital Management Inc.\DE2,569$1.92M0.76%-6313F-HRTimeline
Tranquility Partners, LLC2,569$1.92M0.66%+5813F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC2,561$1.91M1.25%+12413F-HRTimeline
Bogart Wealth, LLC2,560$1.91M0.07%+65713F-HRTimeline
RiverGlades Family Offices LLC2,558$1.91M0.88%013F-HRTimeline
Encompass More Asset Management2,558$1.91M0.28%-47713F-HRTimeline
Geneva Partners, LLC2,558$1.91M0.51%+313F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,549$1.9M0.51%+62813F-HRTimeline
Seek First Inc.2,543$1.9M1.2%-39213F-HRTimeline
Capital Investment Counsel, LLC2,541$1.9M0.23%-2313F-HRTimeline
Altus Wealth Management, LLC2,541$1.9M0.73%-4613F-HRTimeline
Dana Investment Advisors, Inc.2,532$1.89M0.05%+7513F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,527$1.89M0.22%-1313F-HRTimelineGroup
Bruce G. Allen Investments, LLC2,523$1.88M1.2%+14713F-HRTimeline
Everhart Financial Group, Inc.2,521$1.88M0.12%-8,67813F-HRTimeline
Riggs Asset Managment Co. Inc.2,521$1.88M0.34%-28713F-HRTimeline
Pioneer Family Office, LLC2,521$1.88M0.97%013F-HRTimeline
Asset Advisors Investment Management, L…2,515$1.88M0.17%013F-HRTimeline
Fingerlakes Wealth Management, Inc.2,514$1.88M1.01%+513F-HRTimeline
Bell Investment Advisors, Inc2,513$1.88M0.28%-1913F-HRTimeline
Core Wealth Partners LLC2,511$1.87M0.8%-17213F-HRTimeline
Alpha Omega Wealth Management LLC2,504$1.87M0.28%+613F-HRTimeline
Ulland Investment Advisors, LLC2,502$1.87M1.38%-5313F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC2,500$1.87M0.85%013F-HRTimeline
Burton Enright Welch2,498$1.87M0.22%+53913F-HRTimeline
Wealth Preservation Advisors, LLC2,482$1.85M1.06%+29213F-HRTimeline
Polymer Capital Management (HK) LTD2,480$1.85M0.19%-11,84913F-HRTimeline
Wealth Care LLC2,480$1.85M1.5%-14813F-HRTimeline
Steigerwald, Gordon & Koch Inc.2,476$1.85M0.18%-5113F-HRTimeline
Aspen Capital Management, LLC2,472$1.85M0.41%+15213F-HRTimeline
Ewing Morris & Co. Investment Partners …2,470$1.85M0.96%-2,48213F-HRTimeline
Oath Planning, LLC2,472$1.85M1.37%-2013F-HRTimeline
Argyle Capital Partners, LLC2,460$1.84M1.16%-22013F-HRTimeline
Riverstone Advisors, LLC2,452$1.83M0.76%-7413F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO2,451$1.83M0.15%+7413F-HRTimeline