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Disclosery

SPY STATE STR SPDR S&P 500 ETF T

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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
Rockline Wealth Management, LLC2,141$1.2M0.33%013F-HRTimeline
Leonard Rickey Investment Advisors P.L.…2,220$1.2M0.26%-40013F-HRTimeline
Upper Left Wealth Management, LLC2,137$1.2M0.86%-32213F-HRTimeline
BANK OF STOCKTON2,133$1.19M0.38%-37913F-HRTimeline
WESPAC Advisors, LLC2,124$1.19M0.97%+1,57813F-HRTimeline
Mission Financial Group, LLC1,826$1.19M1.1%13F-HRTimeline
Alpha Financial Partners LLC2,123$1.19M0.95%013F-HRTimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC2,122$1.19M0.09%+113F-HRTimeline
Martel Wealth Advisors LLC2,121$1.19M0.24%-35013F-HRTimeline
McGuire Investment Group, LLC2,121$1.19M0.18%013F-HRTimeline
LifeGoal Investments, LLC2,121$1.19M1.28%013F-HRTimeline
Blue Zone Wealth Advisors, LLC2,114$1.18M0.33%+1,19713F-HRTimeline
Archer Investment Corp2,112$1.18M0.31%-3613F-HRTimeline
Horan Securities, Inc.2,110$1.18M0.45%+713F-HRTimeline
YARGER WEALTH STRATEGIES, LLC2,109$1.18M0.69%+5513F-HRTimeline
Fortune Financial Advisors, LLC2,106$1.18M1.02%-1813F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC2,100$1.17M0.49%-14813F-HRTimeline
Convergence Financial, LLC2,099$1.17M0.23%+11113F-HRTimeline
Riverbend Wealth Management, LLC2,098$1.17M1.05%+6513F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC2,083$1.17M0.14%+10213F-HRTimeline
Park Place Capital Corp2,084$1.17M0.32%-4013F-HRTimeline
Courage Miller Partners, LLC2,078$1.16M0.39%013F-HRTimeline
Retirement Investment Advisors, Inc.2,076$1.16M0.12%-12713F-HRTimeline
Heartwood Wealth Advisors LLC2,074$1.16M0.13%-3213F-HRTimeline
WealthBridge Investment Counsel Inc.2,071$1.16M0.42%-8613F-HRTimeline
FIDELITY D & D BANCORP INC2,069$1.16M0.76%+18713F-HRTimeline
Family Office Research LLC2,068$1.16M0.56%+713F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC2,067$1.16M0.26%+1213F-HRTimeline
Congress Park Capital LLC2,065$1.16M0.44%-80013F-HRTimeline
Viewpoint Capital Management LLC2,061$1.15M0.62%-813F-HRTimeline
TI-TRUST, INC2,057$1.15M0.76%013F-HRTimeline
Clarus Group, Inc.2,056$1.15M0.45%013F-HRTimeline
Massachusetts Wealth Management2,054$1.15M0.79%-7113F-HRTimeline
Prossimo Advisors, LLC2,050$1.15M0.86%013F-HRTimeline
Acorn Wealth Advisors, LLC2,049$1.15M0.48%-6113F-HRTimeline
One Charles Private Wealth Services, LLC2,043$1.14M0.37%-813F-HRTimeline
Your Advocates Ltd., LLP2,041$1.14M0.44%+2913F-HRTimeline
Centric Wealth Management2,037$1.14M0.3%+8913F-HRTimeline
L. Roy Papp & Associates, LLP2,036$1.14M0.14%-10813F-HRTimeline
Net Worth Advisory Group2,032$1.14M0.36%-4,45013F-HRTimeline
LINCOLN CAPITAL CORP2,024$1.13M0.47%013F-HRTimeline
Investment Partners Asset Management, I…2,022$1.13M0.89%+28613F-HRTimeline
Chapman Investment Management, LLC2,021$1.13M0.84%013F-HRTimeline
CURA WEALTH ADVISORS, LLC2,016$1.13M0.46%+1613F-HRTimeline
Strid Group, LLC2,011$1.13M0.17%-4713F-HRTimeline
Revisor Wealth Management LLC2,004$1.12M0.5%+1,50213F-HRTimeline
Kingstone Capital Partners Texas, LLC2,010$1.12M0.9%-613F-HRTimeline
Arcadia Wealth Management, Inc.2,009$1.12M0.88%+38713F-HRTimeline
DOHENY ASSET MANAGEMENT /CA2,000$1.12M0.88%013F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.2,000$1.12M0.69%013F-HRTimeline
LAM GROUP, INC.2,000$1.12M0.82%013F-HRTimeline
Telos Capital Management, Inc.1,999$1.12M0.12%+13013F-HRTimeline
Blackhawk Capital Partners, LLC1,998$1.12M0.58%013F-HRTimeline
Narwhal Capital Management1,997$1.12M0.1%+5113F-HRTimeline
PENNINGTON PARTNERS & CO., LLC1,991$1.12M0.64%+71213F-HRTimeline
Roof Eidam Maycock Peralta, LLC1,997$1.12M0.3%-7413F-HRTimeline
Haven Private, LLC1,994$1.12M0.63%013F-HRTimeline
CORA CAPITAL ADVISORS LLC1,993$1.11M0.53%013F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC1,975$1.1M0.83%013F-HRTimeline
INDEPENDENT INVESTORS INC1,972$1.1M0.23%-11713F-HRTimeline
Wiser Wealth Management, Inc1,967$1.1M0.31%+51913F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.1,965$1.1M0.62%013F-HRTimeline
RESTON WEALTH MANAGEMENT LLC1,960$1.1M0.44%+1,36313F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC1,957$1.09M0.3%013F-HRTimeline
Millstone Evans Group, LLC1,956$1.09M0.74%+27413F-HRTimeline
Key Financial Inc1,953$1.09M0.24%+29213F-HRTimeline
ALERUS FINANCIAL NA1,951$1.09M0.09%013F-HRTimeline
Trademark Financial Management, LLC1,951$1.09M0.83%+4613F-HRTimeline
WEALTHSPAN PARTNERS, LLC1,948$1.09M0.5%-2113F-HRTimeline
Blackstone Inc.in group Blackstone Inc.1,947$1.09M<0.01%new13F-HRTimelineGroup
Warren Street Wealth Advisors, LLC1,946$1.09M0.43%+11313F-HRTimeline
Carl P. Sherr & Co., LLC1,943$1.09M0.59%013F-HRTimeline
POSTROCK PARTNERS LLC1,941$1.09M0.54%013F-HRTimeline
Sterling Manor Financial, LLC1,940$1.09M0.78%-5413F-HRTimeline
Financial Advisory Corp1,936$1.08M0.18%+2613F-HRTimeline
Laurel Wealth Planning LLC1,933$1.08M0.72%-18013F-HRTimeline
Everhart Financial Group, Inc.1,929$1.08M0.15%+6413F-HRTimeline
LANDAAS & CO /WI /ADV1,930$1.08M0.3%013F-HRTimeline
Kapstone Financial Advisors LLC1,926$1.08M0.61%013F-HRTimeline
Quotient Wealth Partners, LLC1,918$1.07M0.03%+30013F-HRTimeline
Trivant Custom Portfolio Group, LLC1,910$1.07M0.61%+20513F-HRTimeline
Bear Mountain Capital, Inc.1,926$1.07M0.41%013F-HRTimeline
Core Wealth Partners LLC1,907$1.07M0.62%-5713F-HRTimeline
Marion Wealth Management1,906$1.07M0.28%+3613F-HRTimeline
44 WEALTH MANAGEMENT LLC1,904$1.07M0.4%+1,07713F-HRTimeline
Pine Haven Investment Counsel, Inc1,902$1.06M0.89%013F-HRTimeline
United Community Bankin group United Community Bank1,902$1.06M0.4%-7013F-HRTimelineGroup
Burton Enright Welch1,902$1.06M0.22%-2913F-HRTimeline
Westwind Capital1,900$1.06M0.26%-50,04313F-HRTimeline
Sassicaia Capital Advisers LLC1,900$1.06M3.85%new13F-HRTimeline
SCRATCH CAPITAL LLC1,900$1.06M1.1%013F-HRTimeline
Red Tortoise LLC1,897$1.06M0.55%-813F-HRTimeline
FCA CORP /TX1,896$1.06M0.34%013F-HRTimeline
Measured Risk Portfolios, Inc.1,895$1.06M1.14%-9413F-HRTimeline
Mascagni Wealth Management, Inc.1,891$1.06M1.05%013F-HR/ATimeline
MYECFO, LLC1,889$1.06M0.56%+3913F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA1,879$1.05M0.29%+1413F-HRTimeline
Gallacher Capital Management LLC1,879$1.05M0.51%-76813F-HRTimeline
Dominguez Wealth Management Solutions, …1,877$1.05M0.77%+313F-HRTimeline
Godshalk Welsh Capital Management, Inc.1,875$1.05M0.69%013F-HRTimeline
Johnson & White Wealth Management, LLC1,874$1.05M0.59%+113F-HRTimeline
DecisionMap Wealth Management, LLC1,873$1.05M0.8%-813F-HRTimeline
Smith Thornton Advisors LLC1,873$1.05M0.65%-213F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,869$1.05M0.8%-39113F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC1,868$1.05M0.34%+7713F-HRTimeline
BALLAST ADVISORS LLC1,863$1.04M0.33%-19713F-HRTimeline
DEFINE FINANCIAL, LLC1,952$1.04M0.79%-30013F-HRTimeline
Navalign, LLC1,862$1.04M0.3%-9713F-HRTimeline
Prosperitas Financial LLC1,859$1.04M0.54%+16213F-HRTimeline
Garner Asset Management Corp1,850$1.03M0.45%-1,50513F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …1,850$1.03M0.15%-13613F-HRTimeline
Vernal Point Advisors, LLC1,844$1.03M0.69%013F-HRTimeline
Centerpoint Advisors, LLC1,839$1.03M0.38%+613F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA1,839$1.03M0.61%013F-HRTimeline
Financial Partners Group, LLC1,836$1.03M0.45%+513F-HRTimeline
Poplar Forest Capital LLC1,836$1.03M0.18%013F-HRTimeline
RPG Investment Advisory, LLC1,828$1.02M0.07%+91413F-HRTimeline
Silver Oak Advisory Group, Inc.1,826$1.02M0.54%+313F-HRTimeline
IMS Capital Management1,823$1.02M0.51%+3413F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc1,820$1.02M0.67%013F-HRTimeline
VALICENTI ADVISORY SERVICES INC1,819$1.02M0.26%-1513F-HRTimeline
Souders Financial Advisors1,814$1.01M0.14%-30913F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.1,813$1.01M0.14%-15913F-HRTimeline
Palogic Value Management, L.P.1,812$1.01M0.45%+113F-HR/ATimeline
VICUS CAPITAL6,809$1.01M0.09%-26513F-HRTimeline
SJS Investment Consulting Inc.1,809$1.01M0.17%+52413F-HRTimeline
THEORY FINANCIAL LLC1,807$1.01M0.43%-17813F-HRTimeline
Canvas Wealth Advisors, LLC1,917$1.01M0.26%+71513F-HRTimeline
Fort Sheridan Advisors LLC1,806$1.01M0.15%-41213F-HRTimeline
Finley Financial, LLC1,820$1.01M0.56%013F-HRTimeline
CKW FINANCIAL GROUP1,796$1.01M0.13%+1,02513F-HRTimeline
VISTA INVESTMENT MANAGEMENT1,794$1M0.39%013F-HRTimeline
Clark Asset Management, LLC1,794$1M0.17%+1,17613F-HRTimeline
CacheTech Inc.1,790$1M0.2%-213F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC1,895$997K0.61%+513F-HRTimeline
Hollow Brook Wealth Management LLC1,781$996K0.29%-8413F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,777$994K<0.01%-1,52013F-HRTimelineGroup
Intergy Private Wealth, LLC1,769$990K0.38%+8513F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…1,768$989K0.79%-3513F-HRTimelineGroup
Ethic Inc.1,762$989K0.02%+19013F-HRTimeline
HTG Investment Advisors, Inc.1,767$988K0.41%+1913F-HRTimeline
Grey Fox Wealth Advisors, LLC1,758$987K0.26%-12813F-HRTimeline
Iyo Bank, Ltd.1,762$986K0.32%new13F-HRTimeline
Wescott Financial Advisory Group, LLC1,755$982K0.1%-9513F-HRTimeline
Smart Money Group LLC1,755$982K0.33%-11,88613F-HR/ATimeline
Compass Financial Services Inc1,755$982K0.52%+15213F-HRTimeline
Sendero Wealth Management, LLC1,753$981K0.14%013F-HRTimeline
Diversified Investment Strategies, LLC1,749$978K0.66%+6513F-HRTimeline
Three Magnolias Financial Advisors, LLC1,747$977K0.83%+9113F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,740$974K0.23%+31413F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,738$973K0.53%-10713F-HRTimeline
CAMPBELL NEWMAN ASSET MANAGEMENT INC1,737$972K0.08%new13F-HRTimeline
Fiduciary Group, LLC1,735$970K0.1%-47313F-HRTimeline
Visionary Horizons, LLC1,734$970K0.68%+4513F-HRTimeline
Root Financial Partners, LLC1,731$968K0.1%-13713F-HRTimeline
MAS Advisors LLC1,730$968K1.49%013F-HRTimeline
MARATHON CAPITAL MANAGEMENT1,727$966K0.26%-9713F-HRTimeline
Passive Capital Management, LLC.1,723$964K0.31%013F-HRTimeline
Rise Advisors, LLC1,722$963K0.43%+43213F-HRTimeline
Trellis Wealth Advisors LLC1,719$962K0.47%+1,16313F-HRTimeline
VICTORY FINANCIAL GROUP, LLC1,715$960K0.18%+18713F-HRTimeline
Lionsbridge Wealth Management LLC1,716$960K0.85%-65113F-HRTimeline
Intellus Advisors LLC1,713$958K0.17%-9213F-HRTimeline
Hutchens & Kramer Investment Management…1,711$957K0.53%+52513F-HRTimeline
DKM Wealth Management, Inc.1,711$957K0.93%013F-HRTimeline
Ipsen Advisor Group LLC1,709$956K0.82%-2413F-HRTimeline
Prospect Financial Group LLC1,706$954K1.22%013F-HRTimeline
Parker Financial LLC1,705$954K0.46%-64813F-HRTimeline
Syntegra Private Wealth Group, LLC1,704$953K0.11%-7013F-HRTimeline
Jessup Wealth Management, Inc1,703$952K0.4%+1713F-HRTimeline
Callahan Advisors, LLC1,700$951K0.09%+1213F-HRTimeline
Live Oak Private Wealth LLC1,698$950K0.15%013F-HRTimeline
Kodai Capital Management LP1,688$944K0.04%new13F-HRTimeline
Fairman Group, LLC1,572$943K0.86%-3213F-HRTimeline
SPC Financial, Inc.1,685$943K0.08%+25313F-HRTimeline
AMARA FINANCIAL, LLC.1,681$940K0.87%+513F-HRTimeline
Providence Capital Advisors, LLC1,680$940K0.2%013F-HRTimeline
Brooklyn FI, LLC1,679$939K0.29%-81013F-HRTimeline
Shakespeare Wealth Management, LLC1,678$939K0.25%new13F-HRTimeline
Powers Advisory Group, LLC1,676$938K0.45%-2713F-HRTimeline
McDonough Capital Management, Inc1,675$937K0.61%+913F-HRTimeline
PrairieView Partners, LLC1,675$936K0.1%-17413F-HRTimeline
Galvin, Gaustad & Stein, LLC1,671$935K0.08%+10013F-HRTimeline
J. L. Bainbridge & Co., Inc.1,670$934K0.09%-413F-HRTimeline
ARQ WEALTH ADVISORS, LLC1,668$933K0.35%-713F-HRTimeline
Tanager Wealth Management LLP1,661$932K0.12%+94713F-HRTimeline
ONE Advisory Partners, LLC1,659$928K0.4%013F-HRTimeline
CAPITAL COUNSEL LLC/NY1,658$927K0.04%-13013F-HRTimeline
Solidarity Wealth, LLC1,648$925K0.23%+11513F-HRTimeline
CTC Alternative Strategies, Ltd.1,652$924K1.13%-5,50013F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,653$924K0.44%-8913F-HRTimeline
2UniFi Bank1,552$922K0.6%-5413F-HRTimeline
WILKINS INVESTMENT COUNSEL INC1,647$921K0.13%+55113F-HRTimeline
Cheviot Value Management, LLC1,635$921K0.11%new13F-HRTimeline
Unison Asset Management LLC1,645$920K0.54%013F-HRTimeline
VSM Wealth Advisory, LLC1,645$920K0.33%+3313F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP1,644$920K0.03%-11613F-HRTimeline
Leslie Global Wealth, LLC1,639$917K0.45%+74713F-HRTimeline
Infinity Wealth Counsel, LLC1,638$916K0.99%-2513F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.1,636$915K0.36%-1313F-HRTimeline