Skip to content
Disclosery

SPY STATE STR SPDR S&P 500 ETF T

Follow

SHS (fund), issuer CIK 884394

4,145 managers (4,186 13F filers) reported a position in SPY shares at 2025-03-31, 566,046,546 shares in all. 163 filers opened a position and 188 filers sold out during the quarter.

Managers
4,145
13F filers
4,186
New
163
Added
1,617
Reduced
1,838
Sold out
188
Shares held by filers
566,046,546

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,783$1.56M0.39%013F-HRTimeline
D.B. Root & Company, LLC2,782$1.56M0.5%-713F-HRTimeline
Canoe Financial LP1,250$1.55M0.02%-1,09513F-HRTimeline
LexAurum Advisors, LLC2,772$1.55M0.3%+2213F-HRTimeline
Disciplined Investors, L.L.C.2,767$1.55M1.4%-19513F-HRTimeline
Elm Partners Management LLC2,765$1.55M0.08%+94913F-HR/ATimeline
PHILADELPHIA TRUST CO2,761$1.54M0.13%-2613F-HRTimeline
Front Row Advisors LLC2,746$1.54M0.59%-5813F-HRTimeline
Legacy Financial Group LLC2,753$1.54M0.24%-12713F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)2,738$1.54M0.68%+18313F-HRTimeline
Forefront Analytics, LLC2,737$1.53M1.76%+913F-HRTimeline
Somerset Group LLC2,736$1.53M1.39%013F-HRTimeline
Ayrshire Capital Management LLC2,723$1.52M0.74%-26913F-HRTimeline
Grant/GrossMendelsohn, LLC2,763$1.52M0.85%-22113F-HRTimeline
American Financial Advisors, LLC2,714$1.52M0.22%+15913F-HRTimeline
May Hill Capital, LLC2,712$1.52M0.57%+12013F-HRTimeline
Whalen Wealth Management Inc.2,710$1.52M1.01%+1,05113F-HRTimeline
PENINSULA ASSET MANAGEMENT INC2,710$1.52M0.84%-40513F-HRTimeline
EPG Wealth Management LLC2,705$1.51M0.42%+20513F-HRTimeline
Fullerton Fund Management Co Ltd.2,705$1.51M0.1%-16,39713F-HRTimeline
MSH Capital Advisors LLC2,704$1.51M0.47%-11613F-HRTimeline
Atlantic Edge Private Wealth Management…2,704$1.51M0.46%-6013F-HRTimeline
ATWOOD & PALMER INC2,699$1.51M0.1%+45313F-HRTimeline
LEE DANNER & BASS INC2,697$1.51M0.12%+4913F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding2,746$1.51M+1Timeline
White Knight Strategic Wealth Advisors,…2,692$1.51M1.39%-3,84213F-HRTimeline
Fulton Bank, N.A.2,691$1.51M0.06%013F-HRTimeline
Quartz Partners, LLC2,688$1.5M0.91%+2513F-HRTimeline
Pathway Financial Advisers, LLC2,687$1.5M0.52%+43713F-HRTimeline
Farmers & Merchants Trust Co of Chamber…2,685$1.5M0.53%-65513F-HRTimeline
Capital Investment Counsel, LLC2,683$1.5M0.25%-35013F-HRTimeline
Financial Council, LLC2,682$1.5M0.81%013F-HRTimeline
Dodds Wealth, LLC2,681$1.5M0.49%+2,07813F-HRTimeline
Seros Financial, LLC2,679$1.5M1.12%-77813F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC2,675$1.5M0.55%+713F-HRTimeline
Riverstone Advisors, LLC2,677$1.5M0.9%-5013F-HRTimeline
Old Mission Investment Co LLC2,676$1.5M0.45%-33213F-HRTimeline
DEARBORN PARTNERS LLC2,671$1.49M0.07%-86813F-HRTimeline
Beta Wealth Group, Inc.2,669$1.49M0.54%-23513F-HRTimeline
CAPE ANN SAVINGS BANK2,664$1.49M0.93%-3013F-HRTimeline
Clearwater Capital Advisors, LLC2,662$1.49M0.14%+13313F-HRTimeline
Wealth Preservation Advisors, LLC2,661$1.49M1.06%13F-HRTimeline
SS&H Financial Advisors, Inc.2,656$1.49M0.55%013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.2,656$1.49M0.9%-6713F-HRTimeline
Occidental Asset Management, LLC2,655$1.49M0.22%-11213F-HRTimeline
AIRE ADVISORS, LLC2,655$1.49M0.31%-54013F-HRTimeline
Clarity Financial LLC2,653$1.48M0.17%-6,71813F-HRTimeline
Davidson Kahn Capital Management, LLC2,652$1.48M1.15%+12913F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.2,651$1.48M0.29%new13F-HRTimeline
Balentine LLC2,645$1.48M0.06%+94813F-HRTimeline
Darden Wealth Group Inc2,637$1.48M1.14%-2413F-HRTimeline
Granite Bay Wealth Management, LLC2,637$1.48M0.51%+45713F-HRTimeline
Addenda Capital Inc.2,628$1.47M0.05%-15013F-HRTimeline
SkyOak Wealth, LLC2,632$1.47M0.32%+9813F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC2,631$1.47M0.32%-13113F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC2,629$1.47M0.93%-113F-HRTimeline
Sterling Financial Planning, Inc.2,623$1.47M0.53%013F-HRTimeline
Navigation Wealth Management, Inc.2,626$1.47M2.24%-127,74213F-HRTimeline
BIP Alliance, LLC2,619$1.47M0.62%+28513F-HRTimeline
Independent Wealth Network Inc.2,618$1.46M0.58%-1613F-HRTimeline
Crumly & Associates Inc.2,616$1.46M0.4%+313F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…2,610$1.46M0.74%-1613F-HRTimeline
Triangle Securities Wealth Management2,609$1.46M0.38%-13813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tranquilli Financial Advisor LLC2,606$1.46M0.92%-19713F-HRTimeline
JT Stratford LLC2,603$1.46M0.26%-813F-HRTimeline
Silverleafe Capital Partners, LLC2,600$1.45M0.5%-613F-HRTimeline
JPL Wealth Management, LLC2,597$1.45M0.41%-7313F-HR/ATimeline
WEXFORD CAPITAL LP2,596$1.45M0.38%013F-HRTimeline
NATURAL INVESTMENTS, LLC2,593$1.45M0.41%+1013F-HRTimeline
RiverGlades Family Offices LLC2,590$1.45M1.04%013F-HRTimeline
Talon Private Wealth, LLC2,527$1.45M0.19%+72613F-HRTimeline
Strategic Wealth Investment Group, LLC2,584$1.45M2.52%-63,47913F-HRTimeline
Sunpointe, LLC2,576$1.45M0.77%013F-HRTimeline
Empire Financial Management Company, LLC2,571$1.44M0.44%-18913F-HRTimeline
Giverny Capital Inc.2,567$1.44M0.05%-2,18513F-HR/ATimeline
Strategies Wealth Advisors, LLC2,565$1.43M0.18%-4613F-HRTimeline
Parkside Advisors LLC2,552$1.43M0.34%-13313F-HRTimeline
GUIDANCE CAPITAL, INC2,526$1.43M0.44%-60,87313F-HRTimeline
CORDA Investment Management, LLC.2,558$1.43M0.11%-413F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding2,546$1.43M+452Timeline
Priebe Wealth Holdings LLC2,552$1.43M0.89%-23013F-HRTimeline
Tranquility Partners, LLC2,552$1.43M0.55%+313F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV2,547$1.43M0.2%-4013F-HRTimeline
EXCALIBUR MANAGEMENT CORP2,545$1.42M0.56%-1713F-HRTimeline
Fingerlakes Wealth Management, Inc.2,544$1.42M1.21%+18813F-HRTimeline
One Wealth Management Investment & Advi…2,542$1.42M2.36%+9013F-HRTimeline
SYM FINANCIAL Corp2,541$1.42M0.18%-66113F-HRTimeline
Kuhn & Co Investment Counsel2,540$1.42M1.2%+28613F-HRTimeline
Hudson Value Partners, LLC2,540$1.42M0.53%-12713F-HRTimeline
AMERICAN CAPITAL MANAGEMENT INC2,535$1.42M0.06%-13113F-HRTimeline
Snider Financial Group2,532$1.42M0.46%new13F-HRTimeline
Sava Infond d.o.o.2,530$1.42M0.27%+38013F-HRTimeline
WOLFF WIESE MAGANA LLC2,529$1.41M0.96%-51313F-HRTimeline
Investment Advisory Group, LLC2,524$1.41M0.47%+613F-HRTimeline
Dana Investment Advisors, Inc.2,522$1.41M0.05%+11013F-HRTimeline
Hudson Portfolio Management LLC2,521$1.41M1.35%+14113F-HRTimeline
Gilman Hill Asset Management, LLC2,520$1.41M0.24%013F-HRTimeline
Miramar Capital, LLC2,518$1.41M0.34%-80813F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.2,509$1.4M1.34%+213F-HRTimeline
HF Advisory Group, LLC2,506$1.4M0.61%+16113F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC2,504$1.4M1.19%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC2,502$1.4M1.17%-30113F-HR/ATimeline
PRIMORIS WEALTH ADVISORS, LLC2,500$1.4M1.08%013F-HRTimeline
Financial Security Advisor, Inc.2,493$1.39M0.35%-74913F-HRTimeline
Stonebrook Private Inc.2,492$1.39M0.36%+1,50613F-HRTimeline
ASR Vermogensbeheer N.V.2,488$1.39M0.02%13F-HRTimeline
Ariadne Wealth Management, LP2,465$1.39M0.73%013F-HRTimeline
Alpha Omega Wealth Management LLC2,483$1.39M0.27%+15013F-HRTimeline
Hemenway Trust Co LLC2,480$1.39M0.11%-1,30913F-HRTimeline
Wealthstar Advisors, LLC2,474$1.38M0.63%-3013F-HRTimeline
Monterey Private Wealth, Inc.2,467$1.38M0.41%-11113F-HRTimeline
Orcam Financial Group2,460$1.38M1.29%+113F-HRTimeline
Matthew Goff Investment Advisor, LLC2,459$1.38M0.25%013F-HRTimeline
Midwest Financial Group LLC2,455$1.37M0.8%-8513F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC2,444$1.37M0.54%+1513F-HRTimeline
Bernard Wealth Management Corp.2,447$1.37M0.67%013F-HRTimeline
Capital Investment Counsel, Inc2,442$1.37M0.2%+31513F-HRTimeline
MONETARY MANAGEMENT GROUP INC2,440$1.36M0.37%013F-HRTimeline
N.E.W. Advisory Services LLC2,437$1.36M0.1%+19613F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC2,427$1.36M0.19%+4013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BAKER BOYER NATIONAL BANK2,427$1.36M0.5%013F-HRTimeline
Quantum Financial Advisors, LLC2,418$1.35M0.2%-1,88013F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX2,397$1.34M0.36%+43713F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,395$1.34M0.19%-17213F-HRTimelineGroup
Saxony Capital Management, LLC2,384$1.33M1.17%-10113F-HRTimeline
Guardian Asset Advisors, LLC2,379$1.33M0.87%-42013F-HRTimeline
Tanglewood Wealth Management, Inc.2,374$1.33M0.15%-10413F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,369$1.33M0.51%+6513F-HRTimeline
Bruce G. Allen Investments, LLC2,369$1.33M1.05%-18913F-HRTimeline
CNB Bank2,368$1.32M0.67%-2113F-HRTimeline
Aspen Capital Management, LLC2,365$1.32M0.42%13F-HRTimeline
Nicholas Wealth, LLC.2,358$1.32M1.37%-2,19613F-HR/ATimeline
Impact Capital Partners LLC2,353$1.32M0.48%-40313F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC2,349$1.31M0.2%+25313F-HRTimeline
Clarity Capital Partners LLC2,344$1.31M0.53%-14513F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.2,339$1.31M0.12%-1013F-HRTimeline
Stonebridge Capital Advisors LLC2,343$1.31M0.11%-36313F-HRTimeline
Caitlin John, LLC2,336$1.31M1.28%-14313F-HRTimeline
FLOYD FINANCIAL GROUP LLC2,333$1.31M1.18%+27113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC2,329$1.3M0.18%013F-HRTimeline
Baring Financial LLC2,329$1.3M1.09%-11013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…2,323$1.3M0.04%-7213F-HRTimelineGroup
Intellectus Partners, LLC2,313$1.3M0.32%+3513F-HRTimeline
Leisure Capital Management2,313$1.29M0.53%+713F-HRTimeline
Southeast Asset Advisors, LLC2,312$1.29M0.16%+15113F-HRTimeline
EagleClaw Capital Managment, LLC2,310$1.29M0.2%-8813F-HRTimeline
Davis Capital Management2,307$1.29M1.03%+1513F-HRTimeline
Westfuller Advisors, LLC2,297$1.29M0.86%+3813F-HRTimeline
Radnor Capital Management, LLC2,284$1.28M0.21%+15013F-HRTimeline
Janney Capital Management LLC2,283$1.28M0.09%013F-HRTimeline
ERn Financial, LLC2,278$1.27M0.2%+30413F-HRTimeline
Formidable Asset Management, LLC2,272$1.27M0.21%-18213F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …2,267$1.27M0.28%13F-HRTimelineGroup
PARTHENON LLC2,266$1.27M0.16%013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC2,259$1.26M0.37%-20213F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC2,253$1.26M1.33%+59213F-HRTimeline
Von Berge Wealth Management Group, LLC2,305$1.26M0.81%+13013F-HRTimeline
Palouse Capital Management, Inc.2,247$1.26M0.86%-48313F-HRTimeline
First Command Advisory Services, Inc.2,240$1.25M0.01%+36013F-HRTimeline
Gouws Capital LLC2,240$1.25M0.82%new13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,238$1.25M0.62%+19913F-HRTimeline
ESL Trust Services, LLC2,234$1.25M0.28%-6813F-HRTimeline
Pekin Hardy Strauss, Inc.2,233$1.25M0.15%+1313F-HRTimeline
Santori & Peters, Inc.2,228$1.25M0.5%-4413F-HRTimeline
Capital Planning Advisors, LLC2,227$1.25M0.19%013F-HRTimeline
Armor Investment Advisors, LLC2,226$1.25M0.52%+113F-HRTimeline
Ewing Morris & Co. Investment Partners …1,714$1.24M0.39%013F-HRTimeline
ASSET PLANNING CORPORATION2,222$1.24M0.73%+19713F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC2,222$1.24M0.22%+113F-HRTimeline
Texas Bank & Trust Co2,221$1.24M0.53%-16413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC2,220$1.24M0.01%-15,49513F-HRTimelineGroup
NOTTINGHAM ADVISORS, INC.2,219$1.24M0.19%-2,59213F-HRTimeline
AM INVESTMENT STRATEGIES LLC2,218$1.24M0.3%+27313F-HRTimeline
Trevian Wealth Management LLC2,218$1.24M0.88%+313F-HRTimeline
Foster Victor Wealth Advisors, LLC2,324$1.24M0.1%-9,84313F-HRTimeline
Bordeaux Wealth Advisors LLC2,212$1.24M0.23%+2413F-HRTimeline
W.H. Cornerstone Investments Inc.2,212$1.24M0.85%-5013F-HRTimeline
Capital CS Group, LLC2,211$1.24M2.11%+23613F-HRTimeline
Wade Financial Advisory, Inc2,211$1.24M0.42%013F-HRTimeline
Northwest Financial Advisors2,209$1.24M1.02%+1,46313F-HRTimeline
3Chopt Investment Partners, LLC2,196$1.23M0.32%new13F-HRTimeline
Sebold Capital Management, Inc.2,200$1.23M0.81%+413F-HRTimeline
Missouri Trust & Investment Co2,198$1.23M0.43%-5013F-HRTimeline
Westwood Wealth Management2,191$1.23M0.53%-8513F-HRTimeline
Friedenthal Financial2,189$1.22M0.73%-26113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP2,182$1.22M0.15%-2213F-HRTimeline
FSA Advisors, Inc.2,182$1.22M0.97%+1,06813F-HRTimeline
MBA Advisors LLC2,181$1.22M0.6%-1013F-HRTimeline
WealthPLAN Partners, LLC2,180$1.22M0.17%-1,20013F-HRTimeline
Main Street Research LLC2,172$1.22M0.08%-15913F-HRTimeline
Bell Investment Advisors, Inc2,176$1.22M0.22%-25213F-HRTimeline
Trust Co of Tennessee2,175$1.22M0.3%-4013F-HRTimeline
Gibbs Wealth Management2,171$1.21M0.29%-1,52913F-HRTimeline
Penbrook Management LLC2,165$1.21M0.92%-15013F-HRTimeline
OBERWEIS ASSET MANAGEMENT INC/2,163$1.21M0.06%-1,32513F-HRTimeline
VAUGHAN & Co SECURITIES, INC.2,159$1.21M0.75%013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC2,155$1.21M0.2%-5813F-HRTimeline
Park Edge Advisors, LLC2,153$1.2M0.34%+8313F-HRTimeline
SL ADVISORS, LLC2,144$1.2M2.1%-7,82513F-HR/ATimeline
Kelly Financial Services LLC2,143$1.2M0.42%-1,46813F-HRTimeline