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Disclosery

SPY STATE STR SPDR S&P 500 ETF T

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SHS (fund), issuer CIK 884394

4,601 managers (4,648 13F filers) reported a position in SPY shares at 2025-12-31, 555,286,096 shares in all. 139 filers opened a position and 97 filers sold out during the quarter.

Managers
4,601
13F filers
4,648
New
139
Added
1,774
Reduced
1,717
Sold out
97
Shares held by filers
555,286,096

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Astra Wealth Partners LLC3,284$2.25M1.37%013F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.3,292$2.24M1.06%-5513F-HRTimeline
Core Wealth Advisors, Inc.3,284$2.24M0.58%+2113F-HRTimeline
Buck Wealth Strategies, LLC3,274$2.23M0.28%-1,43413F-HRTimeline
Sonoma Allocations LLC3,196$2.22M0.74%+1113F-HRTimeline
Roberts Wealth Advisors, LLC3,256$2.22M0.58%-29513F-HRTimeline
ALTFEST L J & CO INC3,256$2.22M0.24%+10113F-HRTimeline
Bannerstone Capital Management, LLC3,252$2.22M2.13%13F-HRTimeline
Callahan Advisors, LLC3,250$2.22M0.18%-4013F-HRTimeline
LONDON CO OF VIRGINIA3,242$2.21M0.01%+2,57313F-HRTimeline
Sterling Investment Advisors, Ltd.3,238$2.21M0.41%-12013F-HRTimeline
Pathway Financial Advisers, LLC3,232$2.2M0.64%-313F-HRTimeline
Good Steward Wealth Advisors,LLC3,225$2.2M1.45%+16413F-HRTimeline
Randolph Co Inc3,200$2.18M0.21%013F-HRTimeline
Warren Street Wealth Advisors, LLC3,199$2.18M0.63%-1,08113F-HRTimeline
Midwest Financial Group LLC3,195$2.18M0.96%+70713F-HRTimeline
Vines Capital Management, LLC3,191$2.18M2.12%13F-HRTimeline
Selective Wealth Management, Inc.3,142$2.17M0.68%-42813F-HRTimeline
Cordgrass Capital Advisors, LLC3,187$2.17M0.52%+32013F-HRTimeline
Petersen Hastings Wealth Advisors Inc.3,186$2.17M0.21%13F-HRTimeline
COUNTRY TRUST BANK3,184$2.17M0.04%-15413F-HRTimeline
Carl P. Sherr & Co., LLC3,133$2.17M0.97%+1,19013F-HRTimeline
Widmann Financial Services, Inc.3,176$2.17M1.32%+2013F-HRTimeline
Wingate Wealth Advisors, Inc.3,173$2.16M1.21%-713F-HRTimeline
Naviter Wealth, LLC3,161$2.16M0.28%-1,21413F-HRTimeline
GRANVILLE CAPITAL, INC.3,162$2.16M1.14%13F-HRTimeline
Able Wealth Management LLC3,162$2.16M0.68%+8113F-HRTimeline
WOLFF WIESE MAGANA LLC3,159$2.15M1.18%+1213F-HRTimeline
EDGAR LOMAX CO/VA3,150$2.15M0.16%-12813F-HRTimeline
SmartHarvest Portfolios, LLC3,149$2.15M0.75%13F-HRTimeline
Coyle Financial Counsel LLC3,146$2.15M0.46%+4713F-HRTimeline
MEYER HANDELMAN CO3,145$2.14M0.07%+3513F-HRTimeline
Somerset Group LLC3,110$2.14M1.62%013F-HRTimeline
McKinley Carter Wealth Services, Inc.3,142$2.14M0.12%-12813F-HRTimeline
REDW Wealth LLC3,137$2.14M0.82%-66713F-HRTimeline
InTrack Investment Management Inc3,128$2.13M1.19%-2513F-HRTimeline
Paradigm Capital Management, LLC/NV3,128$2.13M1.98%+34513F-HRTimeline
Falcon Wealth Planning3,123$2.13M0.18%-49313F-HRTimeline
21 West Wealth Management LLC3,120$2.13M1.94%-813F-HRTimeline
Oxbow Advisors, LLC3,119$2.13M0.19%-35513F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN3,118$2.13M0.18%+913F-HRTimeline
Cannon Financial Strategists, Inc.3,117$2.13M0.3%-8013F-HRTimeline
Sentry LLC3,114$2.12M0.58%-11513F-HRTimeline
Wealth Group Ltd3,113$2.12M0.48%+1913F-HRTimeline
PAX Financial Group, LLC3,104$2.12M0.36%-8913F-HRTimeline
EJMK Ventures LLC3,103$2.12M1.3%13F-HRTimeline
Bellevue Group AGin group Bellevue Group AG3,100$2.11M0.04%013F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.3,098$2.11M0.3%+3013F-HRTimeline
Argyle Capital Partners, LLC3,086$2.1M1.54%+20213F-HRTimeline
Manske Wealth Management3,083$2.1M0.62%013F-HRTimeline
Strategic Advisors LLC3,082$2.1M0.33%+5713F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…3,082$2.1M0.31%013F-HRTimeline
One Charles Private Wealth Services, LLC3,072$2.1M0.54%+1,05513F-HRTimeline
Granite Bay Wealth Management, LLC3,071$2.09M0.51%013F-HRTimeline
Dentgroup LLC3,068$2.09M1.44%+5913F-HRTimeline
Legacy Private Trust Co.3,056$2.08M0.12%-213F-HRTimeline
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I…3,050$2.08M1.66%13F-HRTimeline
Geneva Partners, LLC3,044$2.08M0.74%+213F-HRTimeline
Independent Wealth Network Inc.3,038$2.07M0.63%+19813F-HRTimeline
Narus Financial Partners, LLC3,024$2.06M0.57%-7113F-HRTimeline
Shepherd Street Advisors LLC3,016$2.06M1.97%13F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC3,014$2.06M0.59%+613F-HRTimeline
MEANS INVESTMENT CO., INC.3,004$2.05M0.17%-13713F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co3,000$2.05M0.13%new13F-HRTimeline
Senator Investment Group LP3,000$2.05M0.08%-111,00013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HITE Hedge Asset Management LLC3,000$2.05M0.13%013F-HRTimeline
Balance Wealth Partners LLC2,999$2.05M0.66%+95913F-HRTimeline
NCP Inc.2,998$2.04M1.65%+26413F-HRTimeline
AM INVESTMENT STRATEGIES LLC2,995$2.04M0.42%-4713F-HRTimeline
Argentarii, LLC2,990$2.04M0.66%+1,60513F-HRTimeline
EMC Capital Management2,935$2.04M0.9%013F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC2,987$2.04M0.93%+313F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC2,985$2.04M0.21%-14,65313F-HRTimelineGroup
Frisch Financial Group, Inc.2,983$2.03M0.46%+313F-HRTimeline
SHAKER INVESTMENTS LLC/OH2,983$2.03M0.85%-18613F-HRTimeline
Hanson & Doremus Investment Management2,979$2.03M0.24%013F-HRTimeline
BANTA ASSET MANAGEMENT LP2,978$2.03M1.85%13F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC2,977$2.03M0.73%+39013F-HRTimeline
Bill Few Associates, Inc.2,977$2.03M0.5%-71413F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC2,976$2.03M0.55%+30113F-HRTimeline
CFS Investment Advisory Services, LLC2,976$2.03M0.15%-10313F-HRTimeline
Sather Financial Group Inc2,975$2.03M0.11%-41113F-HRTimeline
Arbor Investment Advisors, LLC2,971$2.03M0.27%-3013F-HRTimeline
Aventura Private Wealth, LLC2,971$2.03M0.73%013F-HRTimeline
Financial Life Planners2,969$2.02M1.45%+15713F-HRTimeline
ALM First Financial Advisors, LLC2,969$2.02M0.4%new13F-HRTimeline
Stonebrook Private Inc.2,959$2.02M0.42%+13913F-HRTimeline
Clean Yield Group2,958$2.02M0.56%013F-HRTimeline
Trail Ridge Investment Advisors, LLC2,955$2.02M0.87%-813F-HRTimeline
Taylor Financial Group, Inc.2,955$2.02M1.18%013F-HRTimeline
Beaton Management Co. Inc.2,955$2.02M0.89%+5013F-HRTimeline
AIRE ADVISORS, LLC2,955$2.01M0.37%+613F-HRTimeline
Bonfire Financial2,943$2.01M1.5%+74613F-HRTimeline
TigerOak Management, L.L.C.2,948$2.01M0.61%-9713F-HRTimeline
Heartwood Wealth Advisors LLC2,947$2.01M0.19%+64113F-HRTimeline
Nordwand Advisors, LLC2,940$2M0.35%-6013F-HRTimeline
STEVENS CAPITAL PARTNERS2,940$2M0.52%+5613F-HRTimeline
May Hill Capital, LLC2,935$2M0.54%+6313F-HR/ATimeline
Hemenway Trust Co LLC2,933$2M0.15%+47913F-HRTimeline
Lumbard & Kellner, LLC2,932$2M0.7%013F-HRTimeline
Heritage Financial Services, LLC2,928$2M0.17%-86113F-HRTimeline
Seek First Inc.2,928$2M1.38%-5913F-HRTimeline
Mendel Money Management2,922$1.99M0.83%+1,69813F-HRTimeline
SUTTON PLACE INVESTORS LLC2,921$1.99M1.09%013F-HRTimeline
B&D White Capital Company, LLC2,917$1.99M0.23%-513F-HRTimeline
Guardian Asset Advisors, LLC2,914$1.99M1.03%+2613F-HRTimeline
WESCAP Management Group, Inc.2,913$1.99M0.4%-1,36913F-HRTimeline
Ransom Advisory, Ltd2,909$1.98M0.78%new13F-HRTimeline
Portland Financial Advisors Inc2,908$1.98M4.22%-43213F-HRTimeline
HALL LAURIE J TRUSTEE2,907$1.98M0.66%013F-HRTimeline
SK Wealth Management, LLC2,852$1.98M0.55%-50613F-HRTimeline
Forbes Financial Planning, Inc.2,897$1.98M1.15%-37113F-HRTimeline
October Effect Ltd2,893$1.97M2.17%+33913F-HRTimeline
Atlanta Consulting Group Advisors, LLC2,884$1.97M0.45%013F-HRTimeline
Strata Wealth Advisors, LLC2,887$1.97M0.55%-2113F-HRTimeline
Mandatum Life Insurance Co Ltd2,885$1.97M0.45%013F-HRTimeline
Bank of Marin2,883$1.97M1.36%-5013F-HRTimeline
Exchange Bank2,881$1.96M1.36%-613F-HRTimeline
Sava Infond d.o.o.2,880$1.96M0.27%+22513F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP2,877$1.96M0.49%+8413F-HRTimelineGroup
Beirne Wealth Consulting Services, LLC2,867$1.96M0.57%+1,00513F-HRTimeline
Saxony Capital Management, LLC2,873$1.96M1.2%-7313F-HRTimeline
Wallace Capital Management Inc.2,867$1.96M0.24%+69013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,851$1.95M0.68%+2,60513F-HRTimeline
BlackDiamond Wealth Management, LLC2,802$1.94M0.95%+10613F-HRTimeline
MARATHON CAPITAL MANAGEMENT2,851$1.94M0.42%+1,41613F-HRTimeline
D.B. Root & Company, LLC2,851$1.94M0.47%-7713F-HRTimeline
CULBERTSON A N & CO INC2,849$1.94M0.27%-1913F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding2,846$1.94M+72Timeline
TFC Financial Management, Inc.2,843$1.94M0.24%-4013F-HRTimeline
Claret Asset Management Corp2,843$1.94M0.23%+12613F-HRTimeline
Cambridge Financial Group, LLC3,106$1.94M0.67%+17213F-HRTimeline
Meridian Financial Advisors, LLC2,833$1.93M1.05%013F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA2,829$1.93M0.33%-2513F-HRTimeline
MontVue Capital Management, Inc.2,828$1.93M1.28%-25813F-HRTimeline
Summit Investment Advisory Services, LLC2,820$1.92M0.73%+513F-HRTimeline
United Asset Strategies, Inc.2,812$1.92M0.15%-213F-HRTimeline
LEE DANNER & BASS INC2,812$1.92M0.14%013F-HRTimeline
Peck Wealth Management, LLC2,808$1.91M1.81%013F-HRTimeline
Disciplined Investors, L.L.C.2,808$1.91M1.26%-313F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…2,805$1.91M<0.01%+46413F-HRTimeline
Tanager Wealth Management LLP2,804$1.91M0.19%-19213F-HRTimeline
Warburton Capital Management, LLC2,801$1.91M1.08%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC2,800$1.91M0.34%new13F-HRTimeline
NAVELLIER & ASSOCIATES INC2,797$1.91M0.21%-22513F-HRTimeline
Radnor Capital Management, LLC2,797$1.91M0.28%+2913F-HRTimeline
Atlantic Edge Private Wealth Management…2,796$1.91M0.47%-913F-HRTimeline
TFR Capital, LLC.2,795$1.91M0.63%-7613F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)2,781$1.9M0.63%+4013F-HRTimeline
FLOYD FINANCIAL GROUP LLC2,756$1.9M1.29%+2313F-HRTimeline
GoalVest Advisory LLC2,784$1.9M0.36%-59313F-HRTimeline
Hansen & Associates Financial Group, In…2,739$1.9M1.04%+36913F-HRTimeline
Aureum Wealth Management, LLC2,775$1.89M1.76%13F-HRTimeline
Payne Capital Management, LLC2,774$1.89M0.6%+14813F-HRTimeline
Community Financial Services Group, LLC2,767$1.89M0.35%013F-HRTimeline
BAXTER BROS INC2,761$1.88M0.22%+1,19013F-HRTimeline
Gilliland Jeter Wealth Management LLC2,758$1.88M0.57%+1713F-HRTimeline
American Financial Advisors, LLC2,756$1.88M0.24%+1913F-HRTimeline
Westbourne Investment Advisors, Inc.2,756$1.88M0.52%-9513F-HRTimeline
Davidson Kahn Capital Management, LLC2,755$1.88M0.98%+14713F-HRTimeline
JSF Financial, LLC2,754$1.88M0.39%-11913F-HRTimeline
EXCALIBUR MANAGEMENT CORP2,752$1.88M0.68%+24813F-HRTimeline
LARCH CAPITAL PARTNERS LLC2,742$1.88M0.26%13F-HRTimeline
V. M. MANNING & CO., INC.2,747$1.87M1.89%-1,07613F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC2,744$1.87M0.1%-47513F-HRTimeline
Ayrshire Capital Management LLC2,743$1.87M0.86%+213F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,739$1.87M0.79%+3013F-HRTimeline
North Berkeley Wealth Management, LLC2,737$1.87M1.1%-36213F-HRTimeline
Westfuller Advisors, LLC2,728$1.87M0.75%+3213F-HRTimeline
Insight Wealth Partners, LLC2,734$1.86M0.78%+1,34513F-HRTimeline
COWA, LLC2,733$1.86M0.57%-30713F-HRTimeline
CORA CAPITAL ADVISORS LLC2,730$1.86M0.73%+74513F-HRTimeline
Birch Hill Investment Advisors LLC2,729$1.86M0.08%+1213F-HRTimeline
Clarity Financial LLC2,728$1.86M0.17%+2413F-HRTimeline
Occidental Asset Management, LLC2,726$1.86M0.22%+6213F-HRTimeline
Expressive Wealth LLC2,725$1.86M2.01%13F-HRTimeline
Hudson Portfolio Management LLC2,722$1.86M1.6%+5513F-HRTimeline
Capital Investment Counsel, LLC2,713$1.85M0.26%-2413F-HRTimeline
Unify Financial Advisors2,711$1.85M1.93%13F-HRTimeline
Kelly Financial Services LLC2,706$1.85M0.46%-21413F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC2,705$1.84M1.22%-12613F-HRTimeline
Clearwater Capital Advisors, LLC2,703$1.84M0.15%-913F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding2,701$1.84M+97Timeline
Legacy Financial Group LLC2,684$1.84M0.23%-11313F-HRTimeline
Upper Left Wealth Management, LLC2,693$1.84M1.12%-3713F-HRTimeline
ATWOOD & PALMER INC2,692$1.84M0.1%+113F-HRTimeline
Valtinson Bruner Financial Planning LLC2,690$1.83M0.53%-3113F-HRTimeline
truNorth Financial Services, Inc.2,683$1.83M1.98%13F-HRTimeline
Purkiss Capital Advisors LLC2,682$1.83M0.86%+513F-HRTimeline
Long Road Investment Counsel, LLC2,679$1.83M0.69%013F-HRTimeline
Chatterton & Associates Inc.2,676$1.82M1.56%13F-HRTimeline
High Probability Advisors, LLC2,674$1.82M0.24%-4913F-HRTimeline
Medallion Wealth Advisors, LLC2,670$1.82M0.61%-11713F-HRTimeline
Main Street Research LLC2,663$1.82M0.1%+913F-HRTimeline
Index Fund Advisors, Inc.2,663$1.82M0.09%-12613F-HRTimeline
Ulland Investment Advisors, LLC2,659$1.81M1.45%-22213F-HRTimeline
SS&H Financial Advisors, Inc.2,656$1.81M0.53%013F-HRTimeline
Miramar Capital, LLC2,654$1.81M0.4%+21213F-HRTimeline
Abundance Wealth Counselors2,654$1.81M0.31%+11513F-HRTimeline
Dodds Wealth, LLC2,652$1.81M0.44%+513F-HRTimeline