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Disclosery

SPY STATE STR SPDR S&P 500 ETF T

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SHS (fund), issuer CIK 884394

4,554 managers (4,604 13F filers) reported a position in SPY shares at 2026-03-31, 568,285,245 shares in all. 125 filers opened a position and 177 filers sold out during the quarter.

Managers
4,554
13F filers
4,604
New
125
Added
1,721
Reduced
2,038
Sold out
177
Shares held by filers
568,285,245

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Expressive Wealth LLC2,716$1.99M1.9%-913F-HRTimeline
TrueWealth Financial Partners3,059$1.99M0.79%new13F-HRTimeline
Wallace Capital Management Inc.3,052$1.98M0.23%+18513F-HRTimeline
MSH Capital Advisors LLC3,037$1.97M0.42%-26113F-HRTimeline
Encompass More Asset Management3,035$1.97M0.33%-31,66213F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC3,028$1.97M0.56%+1413F-HRTimeline
EJMK Ventures LLC3,022$1.97M1.1%-8113F-HRTimeline
Westfuller Advisors, LLC3,007$1.96M0.85%+27913F-HRTimeline
ELEVATUS WELATH MANAGEMENT3,014$1.96M1.03%-60013F-HRTimeline
MEANS INVESTMENT CO., INC.3,010$1.96M0.17%+613F-HRTimeline
Clarity Financial LLC3,010$1.96M0.21%+28213F-HRTimeline
MEYER HANDELMAN CO3,008$1.96M0.06%-13713F-HRTimeline
AM INVESTMENT STRATEGIES LLC3,001$1.95M0.43%+613F-HRTimeline
Senator Investment Group LP3,000$1.95M0.09%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Glaxis Capital Management, LLC3,000$1.95M2.44%-7,00013F-HRTimeline
HITE Hedge Asset Management LLC3,000$1.95M0.11%013F-HRTimeline
MYDA Advisors LLC3,000$1.95M0.46%new13F-HRTimeline
BANTA ASSET MANAGEMENT LP2,998$1.95M1.96%+2013F-HRTimeline
Frisch Financial Group, Inc.2,986$1.95M0.41%+313F-HRTimeline
Heartwood Wealth Advisors LLC2,992$1.95M0.17%+4513F-HRTimeline
Upper Left Wealth Management, LLC2,989$1.94M1.15%+29613F-HRTimeline
SUTTON PLACE INVESTORS LLC2,989$1.94M1.06%+6813F-HRTimeline
Shepherd Street Advisors LLC2,985$1.94M1.91%-3113F-HRTimeline
Bill Few Associates, Inc.2,984$1.94M0.47%+713F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC2,982$1.94M0.54%+613F-HRTimeline
FLOYD FINANCIAL GROUP LLC2,770$1.94M1.29%+1413F-HRTimeline
ARQ WEALTH ADVISORS, LLC2,981$1.94M0.35%+1,40013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,970$1.93M0.8%+11913F-HRTimeline
Great Diamond Partners, LLC2,970$1.93M0.37%-19,94513F-HRTimeline
SHAKER INVESTMENTS LLC/OH2,965$1.93M0.88%-1813F-HRTimeline
Sather Financial Group Inc2,959$1.92M0.12%-1613F-HRTimeline
Bonfire Financial2,949$1.92M1.45%+613F-HRTimeline
AssuredPartners Investment Advisors, LLC2,919$1.92M0.21%-3,60313F-HRTimeline
COUNTRY TRUST BANK2,956$1.92M0.04%-22813F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co2,956$1.92M0.12%-1,07813F-HRTimelineGroup
Beaton Management Co. Inc.2,955$1.92M0.86%013F-HRTimeline
Taylor Financial Group, Inc.2,955$1.92M1.16%013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC2,955$1.92M1.23%+25013F-HRTimeline
Financial Life Planners2,946$1.92M1.47%-2313F-HRTimeline
Stonebrook Private Inc.2,946$1.92M0.41%-1313F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC2,944$1.91M0.01%+1,94613F-HRTimelineGroup
Forthright Family Wealth Advisory LLC3,655$1.91M1.28%new13F-HRTimeline
May Hill Capital, LLC2,936$1.91M0.48%+113F-HRTimeline
Seek First Inc.2,935$1.91M1.35%+713F-HRTimeline
HALL LAURIE J TRUSTEE2,935$1.91M0.67%+2813F-HRTimeline
Garton & Associates Financial Advisors …2,932$1.91M1.56%-42213F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC2,932$1.91M0.91%-5513F-HRTimeline
Lumbard & Kellner, LLC2,932$1.91M0.66%013F-HRTimeline
Argentarii, LLC2,932$1.91M0.67%-5813F-HRTimeline
National Wealth Management Group, LLC2,930$1.91M0.71%-70613F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC2,984$1.9M0.06%-38313F-HRTimeline
Warburton Capital Management, LLC2,801$1.9M0.93%013F-HRTimeline
Wealth Alliance Advisory Group, LLC2,926$1.9M0.3%-65613F-HRTimeline
WESCAP Management Group, Inc.2,913$1.9M0.37%013F-HRTimeline
Odyssey Capital Advisors, Inc.2,913$1.89M1.7%+44213F-HRTimeline
Portland Financial Advisors Inc2,908$1.89M3.93%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC2,907$1.89M0.17%-7813F-HRTimelineGroup
TigerOak Management, L.L.C.2,895$1.88M0.59%-5313F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding2,894$1.88M+48Timeline
Atlanta Consulting Group Advisors, LLC2,884$1.88M0.4%013F-HRTimeline
Gilliland Jeter Wealth Management LLC2,891$1.88M0.56%+13313F-HRTimeline
SK Wealth Management, LLC2,852$1.88M0.52%013F-HRTimeline
Mandatum Life Insurance Co Ltd2,885$1.88M0.42%013F-HRTimeline
STEVENS CAPITAL PARTNERS2,883$1.87M0.45%-5713F-HRTimeline
Significant Wealth Partners LLC2,882$1.87M2.31%-1,13313F-HRTimeline
Sava Infond d.o.o.2,880$1.87M0.27%013F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP2,877$1.87M0.47%013F-HRTimelineGroup
Beirne Wealth Consulting Services, LLC2,867$1.87M0.53%013F-HRTimeline
Exchange Bank2,866$1.86M1.29%-1513F-HRTimeline
Forbes Financial Planning, Inc.2,865$1.86M1.08%-3213F-HRTimeline
Crown Wealth Group, LLC2,855$1.86M0.55%-2,04713F-HRTimeline
BlackDiamond Wealth Management, LLC2,855$1.86M0.9%+5313F-HRTimeline
Claret Asset Management Corp2,851$1.85M0.22%+813F-HRTimeline
Aureum Wealth Management, LLC2,849$1.85M1.29%+7413F-HRTimeline
Baldwin Investment Management, LLC2,847$1.85M0.22%-1,25013F-HRTimeline
Sensible Money, LLC2,846$1.85M0.56%-62613F-HRTimeline
Mendel Money Management2,844$1.85M0.77%-7813F-HRTimeline
Bridgewealth Advisory Group, LLC2,835$1.84M0.38%+19013F-HRTimeline
North Berkeley Wealth Management, LLC2,828$1.84M0.97%+9113F-HRTimeline
Summit Investment Advisory Services, LLC2,822$1.84M0.68%+213F-HRTimeline
Disciplined Investors, L.L.C.2,809$1.83M1.09%+113F-HRTimeline
Riggs Asset Managment Co. Inc.2,808$1.83M0.38%-3,62413F-HRTimeline
Peck Wealth Management, LLC2,808$1.83M1.83%013F-HRTimeline
Trail Ridge Investment Advisors, LLC2,803$1.82M0.79%-15213F-HRTimeline
Sugar Maple Asset Management, LLC2,803$1.82M1.11%-70013F-HRTimeline
Emerald Investment Advisers, LLCin group EMERALD ADVISERS, LLC2,803$1.82M0.16%13F-HRTimelineGroup
New Harbor Financial Group, LLC2,800$1.82M0.33%new13F-HRTimeline
NAVELLIER & ASSOCIATES INC2,797$1.82M0.19%013F-HRTimeline
TFR Capital, LLC.2,796$1.82M0.56%+113F-HRTimeline
Radnor Capital Management, LLC2,793$1.82M0.27%-413F-HRTimeline
Samara Investment Management, LLC2,787$1.81M1.88%13F-HRTimeline
CAMPBELL NEWMAN ASSET MANAGEMENT INC2,786$1.81M0.15%+1,97213F-HRTimeline
Independent Wealth Network Inc.2,783$1.81M0.54%-25513F-HRTimeline
Bank of Marin2,779$1.81M1.32%-10413F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC2,770$1.81M1.28%-59413F-HRTimeline
Cambridge Financial Group, LLC2,777$1.81M0.61%-32913F-HRTimeline
Saxony Capital Management, LLC2,776$1.81M1.05%-9713F-HRTimeline
Pekin Hardy Strauss, Inc.2,776$1.81M0.19%+22913F-HRTimeline
Wingate Wealth Advisors, Inc.2,773$1.8M0.96%-40013F-HRTimeline
CULBERTSON A N & CO INC2,767$1.8M0.23%-8213F-HRTimeline
truNorth Financial Services, Inc.2,766$1.8M1.86%+8313F-HRTimeline
Granite Bay Wealth Management, LLC2,766$1.8M0.38%-30513F-HRTimeline
Axecap Investments, LLC2,762$1.8M1.24%+15213F-HRTimeline
Trivium Point Advisory, LLC2,759$1.79M0.32%-8,97213F-HRTimeline
Atlantic Edge Private Wealth Management…2,756$1.79M0.44%-4013F-HRTimeline
NVWM, LLC2,756$1.79M0.4%-14,72413F-HRTimeline
Narus Financial Partners, LLC2,751$1.79M0.47%-27313F-HRTimeline
Pitti Group Wealth Management, LLC2,751$1.79M1.45%+11713F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,749$1.79M0.76%+1013F-HRTimeline
COWA, LLC2,748$1.79M0.48%+1513F-HRTimeline
Silverleafe Capital Partners, LLC2,746$1.79M0.54%+44413F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC2,744$1.78M0.11%013F-HRTimeline
Valtinson Bruner Financial Planning LLC2,744$1.78M0.49%+5413F-HRTimeline
Clearwater Capital Advisors, LLC2,743$1.78M0.14%+4013F-HRTimeline
Gladwyn Financial Advisors, Inc.2,739$1.78M1.24%-93213F-HRTimeline
Tanager Wealth Management LLP2,738$1.78M0.17%-6613F-HRTimeline
SABBY MANAGEMENT, LLC2,734$1.78M31.13%+2,39913F-HRTimeline
United Asset Strategies, Inc.2,727$1.77M0.14%-8513F-HRTimeline
CORA CAPITAL ADVISORS LLC2,727$1.77M0.59%-313F-HRTimeline
Birch Hill Investment Advisors LLC2,724$1.77M0.08%-513F-HRTimeline
Acorn Wealth Advisors, LLC2,720$1.77M0.52%-70813F-HRTimeline
First Bancorp, Inc /ME/2,718$1.77M0.88%+19413F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC2,717$1.77M0.22%+7913F-HRTimeline
JSF Financial, LLC2,716$1.77M0.35%-3813F-HRTimeline
Pine Haven Investment Counsel, Inc2,714$1.77M1.3%+81213F-HRTimeline
Formidable Asset Management, LLC2,585$1.76M0.27%+2513F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC2,709$1.76M0.84%-4,99413F-HRTimeline
American Financial Advisors, LLC2,706$1.76M0.23%-5013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…2,705$1.76M0.65%-8313F-HRTimelineGroup
LexAurum Advisors, LLC2,705$1.76M0.23%13F-HRTimeline
Bellevue Group AGin group Bellevue Group AG2,700$1.76M0.04%-40013F-HRTimelineGroup
MARATHON CAPITAL MANAGEMENT2,696$1.75M0.39%-15513F-HRTimeline
Cane Capital Partners, LLC2,695$1.75M0.77%+23513F-HRTimeline
Hudson Portfolio Management LLC2,695$1.75M1.48%-2713F-HRTimeline
Legacy Financial Group LLC2,683$1.75M0.22%-113F-HRTimeline
Core Wealth Partners LLC2,683$1.74M0.81%+36613F-HRTimeline
EXCALIBUR MANAGEMENT CORP2,682$1.74M0.63%-7013F-HRTimeline
Argyle Capital Partners, LLC2,680$1.74M1.26%-40613F-HRTimeline
Long Road Investment Counsel, LLC2,679$1.74M0.68%013F-HRTimeline
REDW Wealth LLC2,678$1.74M0.69%-45913F-HRTimeline
A&I FINANCIAL SERVICES, LLC2,675$1.74M0.82%+2,33913F-HRTimeline
Ayrshire Capital Management LLC2,673$1.74M0.9%-7013F-HRTimeline
Westbourne Investment Advisors, Inc.2,673$1.74M0.51%-8313F-HRTimeline
Lionsbridge Wealth Management LLC2,669$1.74M1.75%+38113F-HRTimeline
Unify Financial Advisors2,666$1.73M1.8%-4513F-HRTimeline
Park Edge Advisors, LLC2,663$1.73M0.4%-1,96113F-HRTimeline
Miramar Capital, LLC2,662$1.73M0.39%+813F-HRTimeline
Index Fund Advisors, Inc.2,655$1.73M0.08%-813F-HRTimeline
Davidson Kahn Capital Management, LLC2,655$1.73M0.92%-10013F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC2,652$1.72M0.74%013F-HRTimeline
Trace Wealth Advisors, LLC2,650$1.72M1.29%+1,87513F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC2,645$1.72M0.34%+1,38313F-HRTimeline
CAPE ANN SAVINGS BANK2,644$1.72M0.86%-513F-HRTimeline
Advanced Asset Management Advisors Inc2,641$1.72M0.47%013F-HRTimeline
Hutchens & Kramer Investment Management…2,637$1.72M0.54%+15013F-HRTimeline
Lantz Financial LLC2,637$1.71M0.35%+413F-HRTimeline
Regency Capital Management Inc.\DE2,632$1.71M0.77%+14313F-HRTimeline
Wealth Care LLC2,628$1.71M1.52%13F-HRTimeline
CORDA Investment Management, LLC.2,626$1.71M0.12%-81613F-HRTimeline
Strata Wealth Advisors, LLC2,619$1.7M0.47%-26813F-HRTimeline
Integrity Wealth Solutions LLC2,615$1.7M0.67%+2213F-HRTimeline
STALEY CAPITAL ADVISERS INC2,613$1.7M0.07%013F-HRTimeline
Missouri Trust & Investment Co2,609$1.7M0.5%+38913F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL2,608$1.7M0.04%-79313F-HRTimeline
Insight Wealth Partners, LLC2,605$1.69M0.68%-12913F-HRTimeline
Meridian Financial Advisors, LLC2,602$1.69M0.92%-23113F-HRTimeline
Darden Wealth Group Inc2,600$1.69M0.86%-2513F-HRTimeline
Retirement Investment Advisors, Inc.2,477$1.69M0.14%013F-HRTimeline
Sterling Financial Planning, Inc.2,596$1.69M0.5%-3313F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC2,594$1.69M1.14%013F-HRTimeline
Trinity Legacy Partners, LLC2,428$1.69M0.37%-6213F-HRTimeline
MA Private Wealth2,588$1.68M0.28%+20413F-HRTimeline
Medallion Wealth Advisors, LLC2,582$1.68M0.55%-8813F-HRTimeline
Altus Wealth Management, LLC2,587$1.68M0.75%-3513F-HRTimeline
Bravias Capital Group, LLC2,587$1.68M1.1%+513F-HRTimeline
Tranquility Partners, LLC2,511$1.68M0.63%+2913F-HRTimeline
Purkiss Capital Advisors LLC2,583$1.68M0.74%-9913F-HRTimeline
Investment Management Trust, LLC2,582$1.68M1.64%13F-HRTimeline
WOLFF WIESE MAGANA LLC2,579$1.68M0.93%-58013F-HRTimeline
Gibbs Wealth Management2,575$1.67M0.22%+43213F-HRTimeline
InTrack Investment Management Inc2,566$1.67M0.95%-56213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital Investment Counsel, LLC2,564$1.67M0.23%-14913F-HRTimeline
LEE DANNER & BASS INC2,562$1.67M0.1%-25013F-HRTimeline
BAXTER BROS INC2,561$1.67M0.21%-20013F-HRTimeline
RiverGlades Family Offices LLC2,558$1.66M0.98%13F-HRTimeline
Independence Wealth Advisors, LLC2,557$1.66M0.89%+55213F-HRTimeline
Ulland Investment Advisors, LLC2,555$1.66M1.43%-10413F-HRTimeline
Geneva Partners, LLC2,555$1.66M0.8%-48913F-HRTimeline
Chatterton & Associates Inc.2,443$1.66M1.16%-23313F-HRTimeline
Investment Advisory Group, LLC2,552$1.66M0.42%+6713F-HRTimeline
GFG Capital, LLC2,551$1.66M0.53%+2,11413F-HRTimeline
PENINSULA ASSET MANAGEMENT INC2,545$1.66M0.85%013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,540$1.65M0.21%013F-HRTimelineGroup
ESL Trust Services, LLC2,538$1.65M0.32%-1513F-HRTimeline
Capital Investment Counsel, Inc2,538$1.65M0.2%+113F-HRTimeline
Bell Investment Advisors, Inc2,532$1.65M0.26%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.2,527$1.64M0.17%+14213F-HRTimeline
Riverstone Advisors, LLC2,526$1.64M0.81%013F-HRTimeline
Pioneer Family Office, LLC2,521$1.64M1.05%013F-HRTimeline
ATWOOD & PALMER INC2,517$1.64M0.09%-17513F-HRTimeline