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Disclosery

SPY STATE STR SPDR S&P 500 ETF T

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SHS (fund), issuer CIK 884394

4,221 managers (4,264 13F filers) reported a position in SPY shares at 2025-09-30, 539,683,859 shares in all. 141 filers opened a position and 102 filers sold out during the quarter.

Managers
4,221
13F filers
4,264
New
141
Added
1,691
Reduced
1,770
Sold out
102
Shares held by filers
539,683,859

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
MA Private Wealth2,718$1.81M0.3%-5013F-HRTimeline
Birch Hill Investment Advisors LLC2,717$1.81M0.08%013F-HRTimeline
Claret Asset Management Corp2,717$1.81M0.22%-8213F-HRTimeline
Clearwater Capital Advisors, LLC2,712$1.81M0.15%+1313F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,709$1.8M0.77%013F-HRTimeline
Clarity Financial LLC2,704$1.8M0.18%-1613F-HRTimeline
Westfuller Advisors, LLC2,696$1.8M0.82%+32813F-HRTimeline
STALEY CAPITAL ADVISERS INC2,703$1.8M0.07%013F-HRTimeline
BlackDiamond Wealth Management, LLC2,696$1.8M0.98%-10913F-HRTimeline
ATWOOD & PALMER INC2,691$1.79M0.11%-6213F-HRTimeline
PENINSULA ASSET MANAGEMENT INC2,685$1.79M0.92%013F-HRTimeline
Long Road Investment Counsel, LLC2,679$1.78M0.63%013F-HRTimeline
Purkiss Capital Advisors LLC2,677$1.78M0.85%+4713F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC2,675$1.78M0.51%+713F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC2,670$1.78M0.24%+38813F-HRTimeline
Hudson Portfolio Management LLC2,667$1.78M1.57%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC2,666$1.78M0.32%+46713F-HRTimeline
Occidental Asset Management, LLC2,664$1.77M0.22%-1113F-HRTimeline
SS&H Financial Advisors, Inc.2,656$1.77M0.54%013F-HRTimeline
Sava Infond d.o.o.2,655$1.77M0.25%-12513F-HRTimeline
Bridgewealth Advisory Group, LLC2,655$1.77M0.41%+713F-HRTimeline
Main Street Research LLC2,654$1.77M0.1%-1713F-HRTimeline
Bell Investment Advisors, Inc2,649$1.76M0.29%-713F-HRTimeline
CAPE ANN SAVINGS BANK2,649$1.76M0.94%-1013F-HRTimeline
Pitti Group Wealth Management, LLC2,648$1.76M1.5%-17913F-HRTimeline
Dodds Wealth, LLC2,647$1.76M0.44%+713F-HRTimeline
Financial Council, LLC2,645$1.76M0.78%-3913F-HRTimeline
NATURAL INVESTMENTS, LLC2,646$1.76M0.44%+313F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC2,645$1.76M0.84%+813F-HRTimeline
Elite Wealth Management, Inc.2,644$1.76M0.46%+19613F-HRTimeline
AWM CAPITAL, LLC2,627$1.75M0.16%-27813F-HRTimeline
LaFleur & Godfrey LLC2,632$1.75M0.21%-21813F-HRTimeline
Darden Wealth Group Inc2,631$1.75M0.92%+713F-HRTimeline
Payne Capital Management, LLC2,626$1.75M0.56%+513F-HRTimeline
Trinity Legacy Partners, LLC2,563$1.75M0.4%-13713F-HRTimeline
Davidson Kahn Capital Management, LLC2,608$1.74M0.97%+4613F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding2,604$1.74M+120Timeline
WEXFORD CAPITAL LP2,596$1.73M0.52%013F-HRTimeline
RiverGlades Family Offices LLC2,592$1.73M1.05%+113F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC2,591$1.73M1.24%-113F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC2,587$1.72M0.63%+35613F-HRTimeline
PFG Private Wealth Management, LLC2,586$1.72M0.77%+98613F-HRTimeline
Integrity Wealth Solutions LLC2,586$1.72M0.77%-57213F-HRTimeline
Bravias Capital Group, LLC2,578$1.72M1.15%+313F-HRTimeline
Capital Investment Counsel, Inc2,575$1.72M0.21%+3313F-HRTimeline
Revisor Wealth Management LLC2,546$1.71M0.59%+31613F-HRTimeline
Gilman Hill Asset Management, LLC2,572$1.71M0.27%+2613F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC2,562$1.71M1.41%+113F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,560$1.71M0.23%+1,23613F-HRTimeline
Lion Street Advisors, LLC3,711$1.7M0.59%-1,25413F-HRTimeline
Bernard Wealth Management Corp.2,557$1.7M0.71%+13113F-HRTimeline
October Effect Ltd2,554$1.7M1.88%-5113F-HRTimeline
Trevian Wealth Management LLC2,547$1.7M0.91%+5913F-HRTimeline
Fingerlakes Wealth Management, Inc.2,546$1.7M1.11%+813F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,540$1.69M0.2%new13F-HRTimelineGroup
Abundance Wealth Counselors2,539$1.69M0.29%-99813F-HRTimeline
Wealthstar Advisors, LLC2,539$1.69M0.67%+2713F-HRTimeline
AMERICAN CAPITAL MANAGEMENT INC2,535$1.69M0.07%013F-HRTimeline
JPL Wealth Management, LLC2,535$1.69M0.4%013F-HRTimeline
Karpus Management, Inc.2,530$1.69M0.05%-10013F-HRTimeline
Asset Allocation Strategies LLC2,527$1.68M0.33%-19913F-HRTimeline
Tranquility Partners, LLC2,527$1.68M0.57%+1413F-HRTimeline
Pekin Hardy Strauss, Inc.2,517$1.68M0.17%+10513F-HRTimeline
LexAurum Advisors, LLC2,517$1.68M0.24%-20313F-HRTimeline
Riverstone Advisors, LLC2,516$1.68M0.82%-34113F-HRTimeline
Fulton Bank, N.A.2,516$1.68M0.06%-47013F-HRTimeline
Sterling Financial Planning, Inc.2,513$1.67M0.53%-10813F-HRTimeline
Camelot Portfolios, LLC2,507$1.67M0.99%+2,43913F-HRTimeline
POLEN CAPITAL MANAGEMENT LLC2,507$1.67M0.01%-7513F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC2,505$1.67M1.06%-1513F-HRTimeline
EXCALIBUR MANAGEMENT CORP2,504$1.67M0.61%-2713F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC2,504$1.67M1.15%013F-HR/ATimeline
Gouws Capital LLC2,500$1.67M0.92%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV2,500$1.67M0.22%-3213F-HR/ATimeline
Alpha Omega Wealth Management LLC2,496$1.66M0.28%+613F-HR/ATimeline
Investment Advisory Group, LLC2,493$1.66M0.45%-3113F-HRTimeline
Core Wealth Partners LLC2,491$1.66M0.76%+36013F-HRTimeline
Southeast Asset Advisors, LLC2,489$1.66M0.18%+17713F-HRTimeline
Midwest Financial Group LLC2,488$1.66M0.79%-10513F-HRTimeline
Hudson Value Partners, LLC2,480$1.65M0.52%-10513F-HRTimeline
Giverny Capital Inc.2,474$1.65M0.06%013F-HR/ATimeline
Park Square Financial Group, LLC2,470$1.65M7.11%-2,80213F-HRTimeline
Triton Wealth Management, PLLC2,404$1.65M0.63%-3113F-HRTimeline
WEST MICHIGAN ADVISORS, LLC2,460$1.64M0.4%+99513F-HRTimeline
Orcam Financial Group2,461$1.64M1.32%013F-HRTimeline
Johnson Financial Group, LLC2,456$1.64M0.15%-83813F-HRTimeline
Hemenway Trust Co LLC2,454$1.63M0.13%-7713F-HRTimeline
Your Advocates Ltd., LLP2,453$1.63M0.55%+35313F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC2,445$1.63M0.55%+213F-HRTimeline
New Century Financial Group, LLC2,451$1.63M2.9%-39513F-HRTimeline
Miramar Capital, LLC2,442$1.63M0.36%-7613F-HRTimeline
Fort Sheridan Advisors LLC2,439$1.62M0.21%+62913F-HRTimeline
Hansen & Associates Financial Group, In…2,370$1.62M0.68%new13F-HRTimeline
Hutchens & Kramer Investment Management…2,424$1.61M0.64%+49113F-HRTimeline
Quantum Financial Advisors, LLC2,420$1.61M0.2%013F-HRTimeline
Dana Investment Advisors, Inc.2,420$1.61M0.05%-10713F-HRTimeline
Retirement Investment Advisors, Inc.2,417$1.61M0.13%+45313F-HRTimeline
Martel Wealth Advisors LLC2,417$1.61M0.28%-613F-HRTimeline
First Command Advisory Services, Inc.2,416$1.61M0.01%+14013F-HRTimeline
Lakeridge Wealth Management LLC2,412$1.61M0.71%+2713F-HRTimeline
First Bancorp, Inc /ME/2,401$1.6M0.85%-10013F-HRTimeline
Formidable Asset Management, LLC2,581$1.59M0.25%+30913F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC2,393$1.59M1.47%+13413F-HRTimeline
Shade Tree Advisors LLC2,391$1.59M1.38%013F-HRTimeline
Front Row Advisors LLC2,381$1.59M0.53%-23313F-HRTimeline
Bernardo Wealth Planning LLC2,384$1.59M0.31%+27813F-HRTimeline
DSG Capital Advisors, LLC2,380$1.59M0.25%-82213F-HRTimeline
DEARBORN PARTNERS LLC2,378$1.58M0.07%-213F-HRTimeline
Bruce G. Allen Investments, LLC2,376$1.58M1.13%013F-HRTimeline
Aspen Capital Management, LLC2,375$1.58M0.4%-1913F-HRTimeline
Tanglewood Wealth Management, Inc.2,374$1.58M0.15%013F-HRTimeline
CNB Bank2,374$1.58M0.66%-2313F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC2,367$1.58M0.17%+24313F-HRTimeline
Empire Financial Management Company, LLC2,366$1.58M0.36%-1013F-HRTimeline
MONETARY MANAGEMENT GROUP INC2,365$1.58M0.36%-7513F-HRTimeline
Frederick Financial Consultants, LLC2,357$1.57M0.88%+3113F-HRTimeline
Yeomans Consulting Group, Inc.2,349$1.57M0.54%-28,34913F-HRTimeline
Intellectus Partners, LLC2,348$1.57M0.3%013F-HRTimeline
First PREMIER Bank2,354$1.57M0.36%-30013F-HRTimeline
San Luis Wealth Advisors LLC2,352$1.57M0.28%+94413F-HR/ATimeline
HEADINVEST, LLC2,348$1.56M0.32%-2813F-HRTimeline
Steigerwald, Gordon & Koch Inc.2,342$1.56M0.15%-66313F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…2,341$1.56M<0.01%-6413F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,341$1.56M0.55%-11113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC2,315$1.54M0.18%-1413F-HRTimeline
Heartwood Wealth Advisors LLC2,306$1.54M0.14%013F-HRTimeline
Davis Capital Management2,304$1.53M1.06%13F-HRTimeline
Ironwood Wealth Management, LLC.2,300$1.53M0.51%-21213F-HRTimeline
Silverleafe Capital Partners, LLC2,299$1.53M0.47%+4613F-HRTimeline
N.E.W. Advisory Services LLC2,296$1.53M0.14%+3213F-HRTimeline
Friedenthal Financial2,287$1.52M0.79%+11613F-HRTimeline
Janney Capital Management LLC2,283$1.52M0.09%013F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX2,283$1.52M0.35%-10113F-HRTimeline
CURIO WEALTH, LLC2,279$1.52M0.62%-21413F-HRTimeline
ALERUS FINANCIAL NA2,270$1.51M0.08%+30213F-HRTimeline
PHILADELPHIA TRUST CO2,266$1.51M0.11%-49513F-HRTimeline
Triangle Securities Wealth Management2,259$1.5M0.34%-13013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RFG - Bristol Wealth Advisors, LLC2,253$1.5M0.43%+213F-HRTimeline
Capital Planning Advisors, LLC2,251$1.5M0.21%+2413F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,247$1.5M0.96%-21213F-HRTimeline
Capital CS Group, LLC2,246$1.5M2.46%+3213F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC2,231$1.49M0.17%-33413F-HRTimeline
Seros Financial, LLC2,227$1.48M0.9%-46313F-HR/ATimeline
Leonard Rickey Investment Advisors P.L.…2,227$1.48M0.28%+1513F-HRTimeline
Everhart Financial Group, Inc.2,222$1.48M0.15%-413F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC2,222$1.48M0.21%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC2,217$1.48M0.02%+1,40313F-HRTimelineGroup
Pinion Investment Advisors, LLC2,179$1.48M0.4%+1,85113F-HRTimeline
YARGER WEALTH STRATEGIES, LLC2,208$1.47M0.67%+113F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.2,204$1.47M0.12%013F-HRTimeline
Riverbend Wealth Management, LLC2,207$1.47M1.03%-8213F-HRTimeline
PARTHENON LLC2,204$1.47M0.16%-2213F-HRTimeline
Bonfire Financial2,197$1.47M1.13%-68013F-HRTimeline
W.H. Cornerstone Investments Inc.2,202$1.47M0.89%+513F-HRTimeline
CMT Capital Markets Trading GmbHin group CMT Capital Markets Trading G…2,200$1.47M0.61%new13F-HRTimelineGroup
ASSET PLANNING CORPORATION2,199$1.47M0.69%+213F-HRTimeline
Armor Investment Advisors, LLC2,198$1.46M0.46%-2913F-HRTimeline
Viewpoint Capital Management LLC2,197$1.46M0.64%+13613F-HRTimeline
SPC Financial, Inc.2,194$1.46M0.11%+46413F-HRTimeline
3Chopt Investment Partners, LLC2,184$1.46M0.33%013F-HRTimeline
J. L. Bainbridge & Co., Inc.2,190$1.46M0.12%+50313F-HRTimeline
Missouri Trust & Investment Co2,188$1.46M0.43%-1013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,213$1.46M0.9%+7513F-HRTimeline
Westwood Wealth Management2,186$1.46M0.53%013F-HRTimeline
Wallace Capital Management Inc.2,177$1.45M0.18%+3013F-HRTimeline
OBERWEIS ASSET MANAGEMENT INC/2,173$1.45M0.06%+513F-HRTimeline
Root Financial Partners, LLC2,166$1.44M0.09%+35613F-HRTimeline
BALLAST ADVISORS LLC2,159$1.44M0.4%+32713F-HRTimeline
KW WEALTH MANAGEMENT LLC2,158$1.44M2.45%13F-HRTimeline
Palouse Capital Management, Inc.2,156$1.44M0.91%-49913F-HRTimeline
VAUGHAN & Co SECURITIES, INC.2,150$1.43M0.76%-913F-HRTimeline
Fairman Group, LLC2,142$1.43M1.15%-7513F-HRTimeline
SL ADVISORS, LLC2,147$1.43M2.81%013F-HR/ATimeline
Blue Capital, Inc.2,146$1.43M1.06%+68913F-HRTimeline
Courage Miller Partners, LLC2,144$1.43M0.43%-9913F-HRTimeline
Gibbs Wealth Management2,143$1.43M0.32%-38413F-HRTimeline
Mascagni Wealth Management, Inc.2,142$1.43M1.1%+9813F-HRTimeline
Red Tortoise LLC2,130$1.42M0.62%+23313F-HRTimeline
ESL Trust Services, LLC2,129$1.42M0.28%-10513F-HRTimeline
Financial Security Advisor, Inc.2,129$1.42M0.3%-21413F-HRTimeline
L. Roy Papp & Associates, LLP2,128$1.42M0.16%-1013F-HRTimeline
Osprey Private Wealth LLC2,127$1.42M0.51%+46213F-HRTimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC2,123$1.41M0.22%+113F-HRTimeline
Alpha Financial Partners LLC2,123$1.41M0.92%013F-HRTimeline
ERn Financial, LLC2,122$1.41M0.28%-3013F-HRTimeline
Leisure Capital Management2,121$1.41M0.48%-29013F-HRTimeline
McGuire Investment Group, LLC2,121$1.41M0.16%013F-HRTimeline
Diversified Investment Strategies, LLC2,120$1.41M0.93%013F-HRTimeline
Fortune Financial Advisors, LLC2,120$1.41M1.06%-913F-HRTimeline
WEALTHSPAN PARTNERS, LLC2,118$1.41M0.54%+6413F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc2,117$1.4M<0.01%+1,36913F-HRTimelineGroup
Touchstone Capital, Inc.2,104$1.4M0.72%13F-HRTimeline
Kuhn & Co Investment Counsel2,101$1.4M1.11%-46513F-HRTimeline
Pacific Asset Management, LLC2,097$1.4M0.95%+1,18113F-HRTimeline
Roof Eidam Maycock Peralta, LLC2,095$1.4M0.34%+9513F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA2,091$1.39M0.32%-16013F-HRTimeline
Archer Investment Corp2,091$1.39M0.31%-4713F-HRTimeline
CacheTech Inc.2,090$1.39M0.28%+10013F-HRTimeline
Key Financial Inc2,083$1.39M0.26%+13013F-HRTimeline
Blue Zone Wealth Advisors, LLC2,089$1.39M0.28%+1013F-HRTimeline