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Disclosery

SPY STATE STR SPDR S&P 500 ETF T

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SHS (fund), issuer CIK 884394

4,199 managers (4,244 13F filers) reported a position in SPY shares at 2025-06-30, 590,828,785 shares in all. 197 filers opened a position and 146 filers sold out during the quarter.

Managers
4,199
13F filers
4,244
New
197
Added
1,793
Reduced
1,642
Sold out
146
Shares held by filers
590,828,785

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
ATWOOD & PALMER INC2,753$1.7M0.11%+5413F-HRTimeline
JT Stratford LLC2,748$1.7M0.26%+14513F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)2,739$1.7M0.74%+113F-HRTimeline
Forefront Analytics, LLC2,746$1.7M1.89%+913F-HR/ATimeline
Altus Wealth Management, LLC2,738$1.69M0.81%-66813F-HRTimeline
Somerset Group LLC2,736$1.69M1.43%013F-HRTimeline
LEE DANNER & BASS INC2,732$1.69M0.13%+3513F-HRTimeline
Trinity Legacy Partners, LLC2,700$1.69M0.41%+213F-HRTimeline
High Probability Advisors, LLC2,728$1.69M0.25%-9713F-HRTimeline
Asset Allocation Strategies LLC2,726$1.68M0.37%-20413F-HRTimeline
Ayrshire Capital Management LLC2,723$1.68M0.81%013F-HRTimeline
LexAurum Advisors, LLC2,720$1.68M0.27%-5213F-HRTimeline
Clarity Financial LLC2,720$1.68M0.18%+6713F-HRTimeline
Birch Hill Investment Advisors LLC2,717$1.68M0.07%-20413F-HRTimeline
Valtinson Bruner Financial Planning LLC2,710$1.67M0.53%-16913F-HRTimeline
TFC Financial Management, Inc.2,710$1.67M0.23%-12713F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,709$1.67M0.79%+47113F-HRTimeline
May Hill Capital, LLC2,706$1.67M0.55%-613F-HRTimeline
STALEY CAPITAL ADVISERS INC2,703$1.67M0.07%-2,00013F-HRTimeline
Crossmark Global Holdings, Inc.2,703$1.67M0.03%+1,71713F-HRTimeline
Sugar Maple Asset Management, LLC2,703$1.67M1.3%+2,05013F-HRTimeline
Old Port Advisors2,699$1.67M0.45%-9813F-HRTimeline
Clearwater Capital Advisors, LLC2,699$1.67M0.15%+3713F-HRTimeline
Legacy Financial Advisors, Inc.2,693$1.66M0.26%-13613F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC2,685$1.66M0.63%013F-HRTimeline
Seros Financial, LLC2,690$1.66M1.05%+1113F-HRTimeline
PENINSULA ASSET MANAGEMENT INC2,685$1.66M0.88%-2513F-HRTimeline
Financial Council, LLC2,684$1.66M0.8%+213F-HRTimeline
Marex Group Ltdin group Marex Group Ltd2,681$1.66M0.03%-1,59713F-HRTimelineGroup
Main Street Research LLC2,671$1.66M0.1%+49913F-HRTimeline
Long Road Investment Counsel, LLC2,679$1.66M0.62%+1,42013F-HRTimeline
United Advisor Group, LLC2,677$1.65M0.29%-1,16413F-HRTimeline
Occidental Asset Management, LLC2,675$1.65M0.23%+2013F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC2,669$1.65M0.04%-1,10013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC2,668$1.65M0.52%-713F-HRTimeline
Hudson Portfolio Management LLC2,667$1.65M1.54%+14613F-HRTimeline
Foster Victor Wealth Advisors, LLC2,640$1.65M0.11%+31613F-HRTimeline
AIRE ADVISORS, LLC2,666$1.65M0.32%+1113F-HRTimeline
Wealth Preservation Advisors, LLC2,661$1.64M1.01%013F-HRTimeline
CAPE ANN SAVINGS BANK2,659$1.64M0.98%-513F-HRTimeline
Bell Investment Advisors, Inc2,656$1.64M0.28%+48013F-HRTimeline
SS&H Financial Advisors, Inc.2,656$1.64M0.55%013F-HRTimeline
Palouse Capital Management, Inc.2,655$1.64M1.08%+40813F-HRTimeline
First PREMIER Bank2,654$1.64M0.4%-40513F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.2,651$1.64M0.28%013F-HRTimeline
Bridgewealth Advisory Group, LLC2,648$1.64M0.42%new13F-HRTimeline
Leslie Global Wealth, LLC2,644$1.63M0.87%+1,00513F-HRTimeline
NATURAL INVESTMENTS, LLC2,643$1.63M0.42%+5013F-HRTimeline
Dodds Wealth, LLC2,640$1.63M0.44%-4113F-HRTimeline
NCP Inc.2,638$1.63M1.54%-15513F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC2,637$1.63M0.87%+813F-HRTimeline
WESTBOURNE INVESTMENTS, INC.2,633$1.63M0.87%-2313F-HRTimeline
Purkiss Capital Advisors LLC2,630$1.63M0.9%+1,98813F-HRTimeline
Karpus Management, Inc.2,630$1.62M0.05%+1,13013F-HRTimeline
Darden Wealth Group Inc2,624$1.62M0.98%-1313F-HRTimeline
Front Row Advisors LLC2,614$1.62M0.56%-13213F-HRTimeline
Payne Capital Management, LLC2,621$1.62M0.62%-21913F-HRTimeline
Sterling Financial Planning, Inc.2,621$1.62M0.54%-213F-HRTimeline
October Effect Ltd2,605$1.61M1.94%13F-HRTimeline
Good Steward Wealth Advisors,LLC2,601$1.61M1.26%+1,53213F-HRTimeline
WEXFORD CAPITAL LP2,596$1.6M0.45%013F-HRTimeline
Quotient Wealth Partners, LLC2,595$1.6M0.05%+67713F-HRTimeline
Midwest Financial Group LLC2,593$1.6M0.84%+13813F-HRTimeline
FLOYD FINANCIAL GROUP LLC2,561$1.6M1.48%+22813F-HRTimeline
Aster Capital Management (DIFC) Ltd2,592$1.6M0.36%new13F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC2,592$1.6M1.28%+9013F-HRTimeline
RiverGlades Family Offices LLC2,591$1.6M1.05%+113F-HRTimeline
Hudson Value Partners, LLC2,585$1.6M0.55%+4513F-HRTimeline
Realta Investment Advisors2,583$1.6M0.63%-22013F-HRTimeline
POLEN CAPITAL MANAGEMENT LLC2,582$1.6M<0.01%+1,13413F-HRTimeline
Bravias Capital Group, LLC2,575$1.59M1.17%-26413F-HRTimeline
Kuhn & Co Investment Counsel2,566$1.59M1.2%+2613F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC2,565$1.58M0.19%+1,00513F-HRTimeline
STEVENS CAPITAL PARTNERS2,504$1.58M0.57%+1,20113F-HRTimeline
Davidson Kahn Capital Management, LLC2,562$1.58M1.02%-9013F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC2,561$1.58M1.38%-2,60713F-HR/ATimeline
Nicholas Wealth, LLC.2,559$1.58M1.39%+20113F-HR/ATimeline
Parkside Advisors LLC2,552$1.58M0.35%013F-HRTimeline
Gilman Hill Asset Management, LLC2,546$1.57M0.26%+2613F-HRTimeline
Capital Investment Counsel, Inc2,542$1.57M0.21%+10013F-HRTimeline
Fingerlakes Wealth Management, Inc.2,538$1.57M1.17%-613F-HRTimeline
AMERICAN CAPITAL MANAGEMENT INC2,535$1.57M0.06%013F-HRTimeline
JPL Wealth Management, LLC2,535$1.57M0.42%-6213F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV2,532$1.56M0.21%-1513F-HRTimeline
EXCALIBUR MANAGEMENT CORP2,531$1.56M0.59%-1413F-HRTimeline
Hemenway Trust Co LLC2,531$1.56M0.12%+5113F-HRTimeline
Gibbs Wealth Management2,527$1.56M0.3%+35613F-HRTimeline
Dana Investment Advisors, Inc.2,527$1.56M0.05%+513F-HRTimeline
Investment Advisory Group, LLC2,524$1.56M0.47%013F-HRTimeline
CORDA Investment Management, LLC.2,521$1.56M0.11%-3713F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC2,520$1.56M1.06%+2013F-HRTimeline
Miramar Capital, LLC2,518$1.56M0.37%013F-HRTimeline
Tranquility Partners, LLC2,513$1.55M0.55%-3913F-HRTimeline
Wealthstar Advisors, LLC2,512$1.55M0.58%+3813F-HRTimeline
Ironwood Wealth Management, LLC.2,512$1.55M0.57%-1,75113F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC2,504$1.55M1.21%013F-HRTimeline
First Bancorp, Inc /ME/2,501$1.55M0.89%+1,19413F-HRTimeline
Gouws Capital LLC2,500$1.54M0.94%+26013F-HRTimeline
Triton Wealth Management, PLLC2,435$1.54M0.66%13F-HRTimeline
CURIO WEALTH, LLC2,493$1.54M0.67%+2,48613F-HRTimeline
Whalen Wealth Management Inc.2,492$1.54M0.97%-21813F-HRTimeline
Alpha Omega Wealth Management LLC2,490$1.54M0.28%+713F-HRTimeline
Trevian Wealth Management LLC2,488$1.54M0.94%+27013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding2,484$1.54M-62Timeline
Giverny Capital Inc.2,474$1.53M0.05%-9313F-HRTimeline
ASR Vermogensbeheer N.V.2,463$1.52M0.02%-2513F-HRTimeline
Orcam Financial Group2,461$1.52M1.32%+113F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,459$1.52M1.03%-35713F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,452$1.51M0.55%+8313F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC2,443$1.51M0.55%-113F-HRTimeline
Elite Wealth Management, Inc.2,448$1.51M0.5%-1,67913F-HRTimeline
MONETARY MANAGEMENT GROUP INC2,440$1.51M0.37%013F-HRTimeline
Smartleaf Asset Management LLC2,450$1.51M0.13%+83713F-HRTimeline
Bernard Wealth Management Corp.2,426$1.5M0.69%-2113F-HRTimeline
White Knight Strategic Wealth Advisors,…2,426$1.5M1.28%-26613F-HRTimeline
Martel Wealth Advisors LLC2,423$1.5M0.28%+30213F-HRTimeline
Quantum Financial Advisors, LLC2,420$1.5M0.2%+213F-HRTimeline
Permanens Capital L.P.2,407$1.49M0.2%-1,53113F-HRTimeline
Pekin Hardy Strauss, Inc.2,412$1.49M0.17%+17913F-HRTimeline
Leisure Capital Management2,411$1.49M0.56%+9813F-HRTimeline
Capital Research Global Investorsin group Capital Research Global Inves…2,419$1.49M<0.01%-3,08413F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…2,405$1.49M<0.01%-181,80413F-HRTimeline
Radnor Capital Management, LLC2,400$1.48M0.24%+11613F-HRTimeline
FSA Advisors, Inc.2,398$1.48M1.2%+21613F-HRTimeline
CNB Bank2,397$1.48M0.7%+2913F-HRTimeline
Aspen Capital Management, LLC2,394$1.48M0.41%+2913F-HRTimeline
Scott Marsh Financial, LLC2,393$1.48M0.55%13F-HRTimeline
Shade Tree Advisors LLC2,391$1.48M1.29%-5,84613F-HRTimeline
Triangle Securities Wealth Management2,389$1.48M0.36%-22013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Lakeridge Wealth Management LLC2,385$1.47M0.68%-61013F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX2,384$1.47M0.35%-1313F-HRTimeline
DEARBORN PARTNERS LLC2,380$1.47M0.07%-29113F-HRTimeline
HEADINVEST, LLC2,376$1.47M0.31%-1,52513F-HRTimeline
Empire Financial Management Company, LLC2,376$1.47M0.42%-19513F-HRTimeline
Bruce G. Allen Investments, LLC2,376$1.47M1.11%+713F-HRTimeline
Westfuller Advisors, LLC2,368$1.47M0.84%+7113F-HRTimeline
Tanglewood Wealth Management, Inc.2,374$1.47M0.14%013F-HRTimeline
Strategies Wealth Advisors, LLC2,367$1.46M0.16%-19813F-HRTimeline
Kelly Financial Services LLC2,358$1.46M0.43%+21513F-HRTimeline
Intellectus Partners, LLC2,348$1.46M0.31%+3513F-HRTimeline
Von Berge Wealth Management Group, LLC2,305$1.45M0.81%013F-HRTimeline
Ewing Morris & Co. Investment Partners …2,339$1.45M0.65%+62513F-HRTimeline
Financial Security Advisor, Inc.2,343$1.45M0.33%-15013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC2,329$1.44M0.18%013F-HRTimeline
Blue Barn Wealth, LLC2,327$1.44M0.68%+1,44613F-HRTimeline
Frederick Financial Consultants, LLC2,326$1.44M0.89%+1,81013F-HRTimeline
United Community Bankin group United Community Bank2,322$1.43M0.49%+42013F-HRTimelineGroup
Milestones Private Investment Advisors …2,321$1.43M1.06%13F-HRTimeline
SYON CAPITAL LLC2,312$1.43M0.09%+95813F-HRTimeline
Southeast Asset Advisors, LLC2,312$1.43M0.17%013F-HRTimeline
Heartwood Wealth Advisors LLC2,306$1.42M0.15%+23213F-HRTimeline
Riverbend Wealth Management, LLC2,289$1.41M1.07%+19113F-HRTimeline
HARRIS ASSOCIATES L P2,287$1.41M<0.01%-55913F-HRTimeline
Janney Capital Management LLC2,283$1.41M0.09%013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC2,282$1.41M0.2%+12713F-HRTimeline
First Command Advisory Services, Inc.2,276$1.41M0.01%+3613F-HRTimeline
Revisor Wealth Management LLC2,230$1.4M0.5%+22613F-HRTimeline
N.E.W. Advisory Services LLC2,264$1.4M0.14%-17313F-HRTimeline
EPG Wealth Management LLC2,261$1.4M0.42%-44413F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC2,259$1.4M1.36%+613F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.2,255$1.39M1.29%13F-HRTimeline
Silverleafe Capital Partners, LLC2,253$1.39M0.49%-34713F-HRTimeline
RFG - Bristol Wealth Advisors, LLC2,251$1.39M0.43%+1,27513F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA2,251$1.39M0.34%+37213F-HRTimeline
ASHTON THOMAS SECURITIES, LLC2,250$1.39M0.34%+1,45413F-HRTimeline
Courage Miller Partners, LLC2,243$1.39M0.44%+16513F-HRTimeline
Priebe Wealth Holdings LLC2,242$1.39M1.2%-31013F-HRTimeline
ESL Trust Services, LLC2,234$1.38M0.28%013F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC2,231$1.38M0.53%+36313F-HRTimeline
Capital Planning Advisors, LLC2,227$1.38M0.2%013F-HRTimeline
Armor Investment Advisors, LLC2,227$1.38M0.52%+113F-HRTimeline
Everhart Financial Group, Inc.2,226$1.38M0.16%+29713F-HRTimeline
PARTHENON LLC2,226$1.38M0.16%-4013F-HRTimeline
Fairman Group, LLC2,217$1.37M1.13%+64513F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC2,222$1.37M0.22%013F-HRTimeline
Midwest Financial Network, LLC2,219$1.37M1.36%-1,18013F-HRTimeline
Sebold Capital Management, Inc.2,217$1.37M0.84%+1713F-HRTimeline
Capital CS Group, LLC2,214$1.37M2.25%+313F-HRTimeline
Leonard Rickey Investment Advisors P.L.…2,212$1.37M0.27%-813F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.2,204$1.36M0.12%-13513F-HRTimeline
YARGER WEALTH STRATEGIES, LLC2,207$1.36M0.71%+9813F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC2,199$1.36M0.27%+13213F-HRTimeline
Missouri Trust & Investment Co2,198$1.36M0.44%013F-HRTimeline
Baring Financial LLC2,198$1.36M1.01%-13113F-HRTimeline
ASSET PLANNING CORPORATION2,197$1.36M0.72%-2513F-HRTimeline
W.H. Cornerstone Investments Inc.2,197$1.36M0.86%-1513F-HRTimeline
3Chopt Investment Partners, LLC2,184$1.35M0.33%-1213F-HRTimeline
Narwhal Capital Management2,189$1.35M0.11%+19213F-HRTimeline
Westwood Wealth Management2,186$1.35M0.45%-513F-HRTimeline
Friedenthal Financial2,171$1.34M0.74%-1813F-HRTimeline
Balentine LLC2,170$1.34M0.05%-47513F-HRTimeline
OBERWEIS ASSET MANAGEMENT INC/2,168$1.34M0.06%+513F-HRTimeline
VAUGHAN & Co SECURITIES, INC.2,159$1.33M0.77%013F-HRTimeline
Clarity Capital Partners LLC2,156$1.33M0.48%-18813F-HRTimeline
ERn Financial, LLC2,152$1.33M0.28%-12613F-HRTimeline
Wallace Capital Management Inc.2,147$1.33M0.18%-1,20613F-HRTimeline
SL ADVISORS, LLC2,147$1.33M2.39%+313F-HR/ATimeline
Centric Wealth Management2,080$1.33M0.32%+4313F-HRTimeline
Trust Co of Tennessee2,140$1.32M0.31%-3513F-HRTimeline
Archer Investment Corp2,138$1.32M0.31%+2613F-HRTimeline