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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
L. Roy Papp & Associates, LLP2,138$1.32M0.16%+10213F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,138$1.32M0.89%+26913F-HRTimeline
BANK OF STOCKTON2,133$1.32M0.39%013F-HRTimeline
Core Wealth Partners LLC2,131$1.32M0.67%+22413F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC2,124$1.32M0.15%+4113F-HRTimeline
Fortune Financial Advisors, LLC2,129$1.32M1.06%+2313F-HRTimeline
Arcadia Wealth Management, Inc.2,124$1.31M0.89%+11513F-HRTimeline
Alpha Financial Partners LLC2,123$1.31M0.94%013F-HRTimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC2,122$1.31M0.1%013F-HRTimeline
McGuire Investment Group, LLC2,121$1.31M0.17%013F-HRTimeline
Diversified Investment Strategies, LLC2,120$1.31M0.89%+37113F-HRTimeline
Rockline Wealth Management, LLC2,116$1.31M0.31%-2513F-HRTimeline
Horan Securities, Inc.2,106$1.3M0.46%-413F-HRTimeline
Bernardo Wealth Planning LLC2,106$1.3M0.28%+67413F-HRTimeline
NOTTINGHAM ADVISORS, INC.2,104$1.3M0.19%-11513F-HRTimeline
Your Advocates Ltd., LLP2,100$1.3M0.47%+5913F-HRTimeline
Ascension Capital Advisors, Inc.2,095$1.29M0.54%-14,89113F-HRTimeline
Regency Capital Management Inc.\DE2,081$1.29M0.67%+1,59713F-HRTimeline
Blue Zone Wealth Advisors, LLC2,079$1.28M0.32%-3513F-HRTimeline
HF Advisory Group, LLC2,076$1.28M0.51%-43013F-HRTimeline
One Charles Private Wealth Services, LLC2,070$1.28M0.36%+2713F-HRTimeline
Rockwood Wealth Management, LLC2,070$1.28M0.11%+79813F-HRTimeline
FIDELITY D & D BANCORP INC2,069$1.28M0.78%013F-HRTimeline
Family Office Research LLC2,068$1.28M0.6%013F-HRTimeline
EagleClaw Capital Managment, LLC2,067$1.28M0.19%-24313F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC2,064$1.27M0.17%-36313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Elm Partners Management LLC2,062$1.27M0.06%-70313F-HR/ATimeline
Viewpoint Capital Management LLC2,061$1.27M0.62%013F-HRTimeline
Kapstone Financial Advisors LLC2,061$1.27M0.63%+13513F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC2,059$1.27M0.31%+10213F-HRTimeline
Formidable Asset Management, LLC2,272$1.27M0.21%013F-HRTimeline
COOKSON PEIRCE & CO INC2,054$1.27M0.06%+73313F-HRTimeline
Massachusetts Wealth Management2,054$1.27M0.72%013F-HRTimeline
WEALTHSPAN PARTNERS, LLC2,054$1.27M0.53%+10613F-HRTimeline
Texas Bank & Trust Co2,052$1.27M0.5%-16913F-HRTimeline
Telos Capital Management, Inc.2,051$1.27M0.13%+5213F-HRTimeline
Prossimo Advisors, LLC2,050$1.27M1.02%013F-HRTimeline
Investment Partners Asset Management, I…2,050$1.27M0.88%+2813F-HRTimeline
Wiser Wealth Management, Inc2,050$1.27M0.32%+8313F-HRTimeline
WealthBridge Investment Counsel Inc.2,046$1.26M0.41%-2513F-HRTimeline
Mascagni Wealth Management, Inc.2,044$1.26M1.08%+15313F-HRTimeline
Family Legacy Financial Solutions, LLC2,036$1.26M1.07%13F-HRTimeline
Clark Asset Management, LLC2,030$1.25M0.17%+23613F-HRTimeline
Congress Park Capital LLC2,027$1.25M0.41%-3813F-HRTimeline
Kingstone Capital Partners Texas, LLC2,027$1.25M0.82%+1713F-HR/ATimeline
TOTH FINANCIAL ADVISORY CORP2,025$1.25M0.15%-15713F-HRTimeline
LINCOLN CAPITAL CORP2,021$1.25M0.48%-313F-HRTimeline
Strid Group, LLC2,017$1.25M0.18%+613F-HRTimeline
TI-TRUST, INC2,014$1.24M0.83%-4313F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.1,965$1.24M0.67%013F-HRTimeline
Carter Financial Group, INC.2,005$1.24M0.81%13F-HRTimeline
DEFINE FINANCIAL, LLC2,004$1.24M0.82%+5213F-HRTimeline
DOHENY ASSET MANAGEMENT /CA2,000$1.24M0.87%013F-HRTimeline
Roof Eidam Maycock Peralta, LLC2,000$1.24M0.3%+313F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.2,000$1.24M0.75%013F-HRTimeline
LAM GROUP, INC.2,000$1.24M0.83%013F-HRTimeline
Chapman Investment Management, LLC1,996$1.23M0.86%-2513F-HRTimeline
Haven Private, LLC1,991$1.23M0.55%-313F-HRTimeline
CacheTech Inc.1,990$1.23M0.23%+20013F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC1,963$1.23M0.84%-1213F-HRTimeline
CORA CAPITAL ADVISORS LLC1,985$1.23M0.55%-813F-HRTimeline
Clarus Group, Inc.1,978$1.22M0.45%-7813F-HRTimeline
INDEPENDENT INVESTORS INC1,972$1.22M0.27%013F-HRTimeline
Valpey Financial Services, LLC1,972$1.22M0.84%13F-HRTimeline
ALERUS FINANCIAL NA1,968$1.22M0.09%+1713F-HRTimeline
Retirement Investment Advisors, Inc.1,964$1.21M0.11%-11213F-HRTimeline
POSTROCK PARTNERS LLC1,964$1.21M0.58%+2313F-HRTimeline
Bear Mountain Capital, Inc.1,926$1.21M0.43%013F-HRTimeline
Tanager Wealth Management LLP1,954$1.21M0.14%+29313F-HRTimeline
Key Financial Inc1,953$1.21M0.24%013F-HRTimeline
Blackstone Inc.in group Blackstone Inc.1,947$1.2M0.01%013F-HRTimelineGroup
Marion Wealth Management1,946$1.2M0.3%+4013F-HRTimeline
IMS Capital Management1,944$1.2M0.56%+12113F-HRTimeline
Carl P. Sherr & Co., LLC1,943$1.2M0.61%013F-HRTimeline
Sterling Manor Financial, LLC1,940$1.2M0.8%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO1,933$1.2M0.3%13F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV1,938$1.2M0.06%+83913F-HRTimeline
WESPAC Advisors, LLC1,932$1.19M0.83%-19213F-HRTimeline
Hutchens & Kramer Investment Management…1,933$1.19M0.55%+22213F-HRTimeline
LANDAAS & CO /WI /ADV1,930$1.19M0.28%013F-HRTimeline
Financial Advisory Corp1,925$1.19M0.18%-1113F-HRTimeline
AJ Advisors, LLC1,924$1.19M0.53%+35213F-HRTimeline
Rise Advisors, LLC1,921$1.19M0.47%+19913F-HRTimeline
RESTON WEALTH MANAGEMENT LLC1,916$1.18M0.42%-4413F-HRTimeline
Trademark Financial Management, LLC1,915$1.18M0.72%-3613F-HRTimeline
Intellus Advisors LLC1,915$1.18M0.18%+20213F-HRTimeline
Penbrook Management LLC1,915$1.18M0.89%-25013F-HR/ATimeline
Talon Private Wealth, LLC1,904$1.18M0.16%-62313F-HRTimeline
Acorn Wealth Advisors, LLC1,904$1.18M0.44%-14513F-HRTimeline
Westwind Capital1,904$1.18M0.24%+413F-HRTimeline
Pine Haven Investment Counsel, Inc1,902$1.18M0.92%013F-HRTimeline
SCRATCH CAPITAL LLC1,900$1.17M0.96%013F-HRTimeline
Red Tortoise LLC1,897$1.17M0.57%013F-HRTimeline
FCA CORP /TX1,896$1.17M0.35%013F-HRTimeline
SMH CAPITAL ADVISORS INC1,896$1.17M2.66%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1,894$1.17M0.23%13F-HRTimelineGroup
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC1,893$1.17M0.54%-213F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.1,892$1.17M0.21%+34613F-HRTimeline
MYECFO, LLC1,889$1.17M0.57%013F-HRTimeline
HITE Hedge Asset Management LLC1,886$1.17M0.07%-1,11413F-HRTimeline
Syntegra Private Wealth Group, LLC1,881$1.16M0.12%+17713F-HRTimeline
Millstone Evans Group, LLC1,881$1.16M0.79%-7513F-HRTimeline
ONE Advisory Partners, LLC1,831$1.16M0.39%+17213F-HRTimeline
Delta Wealth Advisors LLC1,877$1.16M0.97%new13F-HRTimeline
Gallacher Capital Management LLC1,876$1.16M0.54%-313F-HRTimeline
Smith Thornton Advisors LLC1,875$1.16M0.67%+213F-HRTimeline
Godshalk Welsh Capital Management, Inc.1,875$1.16M0.71%013F-HRTimeline
BCS Private Wealth Management, Inc.1,864$1.16M0.43%13F-HRTimeline
Canvas Wealth Advisors, LLC1,803$1.15M0.23%-11413F-HRTimeline
DecisionMap Wealth Management, LLC1,858$1.15M0.79%-1513F-HRTimeline
Cladis Investment Advisory, LLC1,854$1.15M0.72%+38013F-HRTimeline
Capital Advantage, Inc.1,852$1.14M0.18%+31113F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC1,851$1.14M0.59%+50213F-HRTimeline
PRIVATE MANAGEMENT GROUP INC1,850$1.14M0.04%+1,39813F-HRTimeline
Estate Counselors, LLC1,850$1.14M0.11%-4,66013F-HRTimeline
THEORY FINANCIAL LLC1,808$1.14M0.43%+113F-HRTimeline
Vernal Point Advisors, LLC1,844$1.14M0.67%013F-HRTimeline
Garner Asset Management Corp1,848$1.14M0.53%-213F-HRTimeline
Financial Partners Group, LLC1,842$1.14M0.41%+613F-HRTimeline
Sompo Asset Management Co., Ltd.1,840$1.14M0.2%+59013F-HRTimeline
Princeton Global Asset Management LLC1,839$1.14M0.21%-1,05913F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA1,839$1.14M0.6%013F-HRTimeline
Centerpoint Advisors, LLC1,839$1.14M0.39%013F-HRTimeline
WealthPLAN Partners, LLC1,836$1.13M0.18%-34413F-HRTimeline
BALLAST ADVISORS LLC1,832$1.13M0.33%-3113F-HRTimeline
Dominguez Wealth Management Solutions, …1,827$1.13M0.78%-5013F-HRTimeline
Silver Oak Advisory Group, Inc.1,826$1.13M0.55%013F-HRTimeline
Finley Financial, LLC1,820$1.12M0.57%013F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc1,820$1.12M0.64%013F-HRTimeline
Symmetry Partners, LLC1,819$1.12M0.14%+47713F-HRTimeline
Souders Financial Advisors1,818$1.12M0.14%+413F-HRTimeline
Laurel Wealth Planning LLC1,816$1.12M0.64%-11713F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.1,813$1.12M0.13%013F-HRTimeline
Palogic Value Management, L.P.1,812$1.12M0.47%013F-HRTimeline
ISTHMUS PARTNERS, LLC1,812$1.12M0.13%+29813F-HRTimeline
Summa Corp.1,811$1.12M0.58%new13F-HRTimeline
Root Financial Partners, LLC1,810$1.12M0.11%+7913F-HRTimeline
Fort Sheridan Advisors LLC1,810$1.12M0.16%+413F-HRTimeline
Windsor Advisory Group, LLC1,806$1.12M1.58%+26413F-HRTimeline
Measured Risk Portfolios, Inc.1,806$1.12M1.25%-8913F-HRTimeline
Base Wealth Management LLC1,806$1.12M0.71%+22313F-HRTimeline
Providence Capital Advisors, LLC1,805$1.12M0.2%+12513F-HRTimeline
DeepCurrents Investment Group LLC1,800$1.11M0.04%-12,48113F-HRTimeline
CKW FINANCIAL GROUP1,799$1.11M0.13%+313F-HRTimeline
Passive Capital Management, LLC.1,798$1.11M0.35%+7513F-HRTimeline
Burton Enright Welch1,793$1.11M0.19%-10913F-HRTimeline
VICUS CAPITAL6,873$1.11M0.09%+6413F-HRTimeline
VISTA INVESTMENT MANAGEMENT1,783$1.1M0.41%-1113F-HRTimeline
Johnson & White Wealth Management, LLC1,779$1.1M0.55%-9513F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors1,778$1.1M0.54%-1,40613F-HRTimelineGroup
HTG Investment Advisors, Inc.1,777$1.1M0.41%+1013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,777$1.1M<0.01%013F-HRTimelineGroup
Oak Wealth Advisors LLC1,770$1.09M0.7%+44713F-HRTimeline
Unison Asset Management LLC1,768$1.09M0.55%+12313F-HRTimeline
Navalign, LLC1,765$1.09M0.3%-9713F-HRTimeline
Clarion Wealth Managment Partners, LLC1,763$1.09M1.19%13F-HRTimeline
Davidson Kempner Capital Management LP1,762$1.09M0.02%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VALICENTI ADVISORY SERVICES INC1,759$1.09M0.25%-6013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,758$1.09M0.25%+1813F-HRTimeline
Compass Financial Services Inc1,759$1.09M0.53%+413F-HRTimeline
Wescott Financial Advisory Group, LLC1,757$1.09M0.1%+213F-HRTimeline
Sendero Wealth Management, LLC1,753$1.08M0.14%013F-HR/ATimeline
Bullock Wealth Management Group1,740$1.07M0.57%+45813F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,736$1.07M0.52%-213F-HRTimeline
B.O.S.S. Retirement Advisors, LLC1,731$1.07M0.27%-52813F-HRTimeline
SPC Financial, Inc.1,730$1.07M0.09%+4513F-HRTimeline
MWA Asset Management1,729$1.07M0.65%+12013F-HRTimeline
Retirement Solution LLC1,722$1.06M0.27%+66513F-HR/ATimeline
Cheviot Value Management, LLC1,659$1.06M0.12%+2413F-HRTimeline
DKM Wealth Management, Inc.1,711$1.06M0.91%013F-HRTimeline
Vermillion Wealth Management, Inc.1,710$1.06M0.5%+10413F-HRTimeline
Live Oak Private Wealth LLC1,710$1.06M0.16%+1213F-HRTimeline
Altus Wealth Group LLC1,709$1.06M0.47%+42813F-HRTimeline
Prospect Financial Group LLC1,706$1.05M1.1%013F-HRTimeline
Callahan Advisors, LLC1,705$1.05M0.09%+513F-HRTimeline
Prosperitas Financial LLC1,705$1.05M0.49%-15413F-HRTimeline
Eagle Bluffs Wealth Management LLC1,699$1.05M0.5%+14513F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …1,702$1.05M0.14%-14813F-HRTimeline
Stonebridge Capital Advisors LLC1,701$1.05M0.08%-64213F-HRTimeline
Opes Wealth Management LLC1,700$1.05M0.19%+8413F-HRTimeline
Mezzasalma Advisors, LLC1,695$1.05M0.31%+20113F-HRTimeline
Prospect Financial Services LLC1,693$1.05M0.65%-1,18413F-HR/ATimeline
SJS Investment Consulting Inc.1,691$1.04M0.17%-11813F-HRTimeline
J. L. Bainbridge & Co., Inc.1,687$1.04M0.1%+1713F-HRTimeline
AMARA FINANCIAL, LLC.1,687$1.04M0.92%+613F-HRTimeline
Osprey Private Wealth LLC1,665$1.04M0.57%+16513F-HRTimeline
PrairieView Partners, LLC1,685$1.04M0.1%+1013F-HRTimeline
MAS Advisors LLC1,677$1.04M1.69%-5313F-HRTimeline
Powers Advisory Group, LLC1,676$1.04M0.46%013F-HRTimeline
McDonough Capital Management, Inc1,675$1.03M0.58%013F-HRTimeline
Trivant Custom Portfolio Group, LLC1,674$1.03M0.57%-23613F-HRTimeline
Galvin, Gaustad & Stein, LLC1,671$1.03M0.09%013F-HRTimeline
Centerstone Investors, LLC1,670$1.03M4.23%new13F-HRTimeline
Intergy Private Wealth, LLC1,669$1.03M0.35%-10013F-HRTimeline
Milestone Asset Management Group, LLC1,667$1.03M0.76%+25313F-HRTimeline
Allen Capital Group, LLC1,664$1.03M0.11%+14413F-HRTimeline
Collaborative Wealth Managment Inc.1,661$1.03M0.45%+3813F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,658$1.02M0.38%+513F-HRTimeline
2UniFi Bank1,656$1.02M0.58%+10413F-HRTimeline
626 Financial, LLC1,652$1.02M0.48%+2513F-HR/ATimeline