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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
Baring Financial LLC2,085$1.39M0.95%-11313F-HRTimeline
Summit Asset Management, LLC2,085$1.39M0.21%-1,06013F-HRTimeline
BANK OF STOCKTON2,082$1.39M0.4%-5113F-HRTimeline
Kapstone Financial Advisors LLC2,078$1.38M0.65%+1713F-HRTimeline
TOTH FINANCIAL ADVISORY CORP2,076$1.38M0.15%+5113F-HRTimeline
Virtue Capital Management, LLC13,216$1.38M0.22%-43,93613F-HR/ATimeline
Regency Capital Management Inc.\DE2,072$1.38M0.66%-913F-HRTimeline
Rockline Wealth Management, LLC2,072$1.38M0.29%-4413F-HRTimeline
Rockwood Wealth Management, LLC2,070$1.38M0.11%013F-HRTimeline
Family Office Research LLC2,069$1.38M0.6%+113F-HRTimeline
COOKSON PEIRCE & CO INC2,069$1.38M0.06%+1513F-HRTimeline
FIDELITY D & D BANCORP INC2,069$1.38M0.76%013F-HRTimeline
Ascension Capital Advisors, Inc.2,065$1.38M0.54%-3013F-HRTimeline
Investment Research Partners LLC2,000$1.37M0.62%13F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…2,062$1.37M0.43%-81213F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC2,059$1.37M0.3%013F-HRTimeline
Massachusetts Wealth Management2,059$1.37M0.68%+513F-HRTimeline
ClearAlpha Technologies LP2,057$1.37M3.75%-2,06013F-HRTimeline
Columbia Bank2,058$1.37M0.38%-1,06413F-HRTimeline
VALLEY NATIONAL ADVISERS INC2,052$1.37M0.21%-1,81613F-HRTimeline
Arcadia Wealth Management, Inc.2,049$1.37M0.83%-7513F-HRTimeline
Investment Partners Asset Management, I…2,046$1.36M0.9%-413F-HRTimeline
Wiser Wealth Management, Inc2,045$1.36M0.31%-513F-HRTimeline
NOTTINGHAM ADVISORS, INC.2,044$1.36M0.19%-6013F-HRTimeline
Balance Wealth Partners LLC2,040$1.36M0.34%+39413F-HRTimeline
Centric Wealth Management1,990$1.36M0.3%-9013F-HRTimeline
Family Legacy Financial Solutions, LLC2,032$1.35M1.04%-413F-HRTimeline
Strid Group, LLC2,022$1.35M0.17%+513F-HRTimeline
One Charles Private Wealth Services, LLC2,017$1.34M0.35%-5313F-HRTimeline
LINCOLN CAPITAL CORP2,017$1.34M0.48%-413F-HRTimeline
DEFINE FINANCIAL, LLC2,009$1.34M0.8%+513F-HRTimeline
Measured Risk Portfolios, Inc.2,008$1.34M1.45%+20213F-HRTimeline
TI-TRUST, INC2,006$1.34M0.84%-813F-HRTimeline
Apeiron RIA LLC2,012$1.33M0.3%+53613F-HRTimeline
HARRIS ASSOCIATES L P2,001$1.33M<0.01%-28613F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.2,000$1.33M0.77%013F-HRTimeline
LAM GROUP, INC.2,000$1.33M0.83%013F-HRTimeline
DOHENY ASSET MANAGEMENT /CA2,000$1.33M0.85%013F-HRTimeline
Shakespeare Wealth Management, LLC1,995$1.33M0.3%new13F-HRTimeline
WealthBridge Investment Counsel Inc.1,995$1.33M0.41%-5113F-HRTimeline
Kingstone Capital Partners Texas, LLC1,994$1.33M0.77%-3313F-HR/ATimeline
Leslie Global Wealth, LLC1,993$1.33M0.62%-65113F-HRTimeline
Silver Grove Financial Group, Inc.1,993$1.33M1.26%13F-HRTimeline
Carter Financial Group, INC.1,987$1.33M0.8%-1813F-HRTimeline
Gallacher Capital Management LLC1,991$1.33M0.52%+11513F-HRTimeline
Haven Private, LLC1,988$1.32M0.59%-313F-HRTimeline
White Knight Strategic Wealth Advisors,…1,988$1.32M1.04%-43813F-HRTimeline
Milestones Private Investment Advisors …1,987$1.32M0.9%-33413F-HRTimeline
CORA CAPITAL ADVISORS LLC1,985$1.32M0.56%013F-HRTimeline
HF Advisory Group, LLC1,984$1.32M0.49%-9213F-HRTimeline
GK Wealth Management LLC1,982$1.32M0.98%+60413F-HRTimeline
INDEPENDENT INVESTORS INC1,972$1.31M0.25%013F-HRTimeline
Narwhal Capital Management1,971$1.31M0.1%-21813F-HRTimeline
Marion Wealth Management1,964$1.31M0.31%+1813F-HRTimeline
POSTROCK PARTNERS LLC1,964$1.31M0.58%013F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC1,963$1.31M0.85%013F-HRTimeline
Financial Alternatives, Inc1,963$1.31M0.79%+45013F-HRTimeline
Chapman Investment Management, LLC1,962$1.31M0.93%-3413F-HRTimeline
Trust Co of Tennessee1,961$1.31M0.28%-17913F-HRTimeline
Texas Bank & Trust Co1,957$1.3M0.49%-9513F-HRTimeline
EPG Wealth Management LLC1,952$1.3M0.36%-30913F-HRTimeline
Carl P. Sherr & Co., LLC1,943$1.29M0.61%013F-HRTimeline
Bear Mountain Capital, Inc.1,926$1.29M0.43%013F-HRTimeline
Sterling Manor Financial, LLC1,940$1.29M0.81%013F-HRTimeline
Valpey Financial Services, LLC1,934$1.29M0.84%-3813F-HRTimeline
Base Wealth Management LLC1,932$1.29M0.73%+12613F-HRTimeline
LANDAAS & CO /WI /ADV1,930$1.29M0.29%013F-HRTimeline
Trademark Financial Management, LLC1,921$1.28M0.74%+613F-HRTimeline
WESPAC Advisors, LLC1,919$1.28M0.75%-1313F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC1,917$1.28M0.1%-2,49513F-HRTimeline
TODD ASSET MANAGEMENT LLC1,915$1.28M0.03%-1,07013F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC1,910$1.27M0.07%+1,04013F-HRTimeline
Fortress Wealth Management, Inc.1,904$1.27M0.56%+29013F-HRTimeline
Pine Haven Investment Counsel, Inc1,902$1.27M0.92%013F-HRTimeline
SCRATCH CAPITAL LLC1,900$1.27M0.83%013F-HRTimeline
FCA CORP /TX1,896$1.26M0.35%013F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC1,896$1.26M0.16%-16813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC1,895$1.26M0.5%+213F-HRTimeline
Rise Advisors, LLC1,892$1.26M0.45%-2913F-HRTimeline
Syntegra Private Wealth Group, LLC1,882$1.25M0.12%+113F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC1,882$1.25M0.59%+3113F-HRTimeline
Millstone Evans Group, LLC1,882$1.25M0.8%+113F-HRTimeline
Westwind Capital1,879$1.25M0.26%-2513F-HRTimeline
Freedom Investment Management, Inc.1,877$1.25M0.33%-92,74313F-HRTimeline
Smith Thornton Advisors LLC1,875$1.25M0.66%013F-HRTimeline
Godshalk Welsh Capital Management, Inc.1,875$1.25M0.72%013F-HRTimeline
Centerpoint Advisors, LLC1,871$1.25M0.39%+3213F-HRTimeline
Beirne Wealth Consulting Services, LLC1,862$1.24M0.3%+38313F-HRTimeline
SJS Investment Consulting Inc.1,867$1.24M0.17%+17613F-HRTimeline
Austin Wealth Management, LLC1,860$1.24M0.19%+81013F-HRTimeline
Clark Asset Management, LLC1,863$1.24M0.14%-16713F-HRTimeline
Palogic Value Management, L.P.1,855$1.24M0.52%+4313F-HRTimeline
Cladis Investment Advisory, LLC1,854$1.24M0.71%013F-HRTimeline
Capital Advantage, Inc.1,853$1.23M0.19%+113F-HRTimeline
Estate Counselors, LLC1,850$1.23M0.11%013F-HRTimeline
Vernal Point Advisors, LLC1,844$1.23M0.53%013F-HRTimeline
BancFirst Trust & Investment Management1,856$1.23M0.47%+24313F-HRTimeline
Princeton Global Asset Management LLC1,847$1.23M0.2%+813F-HRTimeline
Garner Asset Management Corp1,843$1.23M0.49%-513F-HRTimeline
Fiduciary Group, LLC1,842$1.23M0.11%+20713F-HRTimeline
PRIVATE MANAGEMENT GROUP INC1,834$1.22M0.04%-1613F-HRTimeline
Whalen Wealth Management Inc.1,832$1.22M0.71%-66013F-HRTimeline
Strategies Wealth Advisors, LLC1,828$1.22M0.13%-53913F-HRTimeline
Silver Oak Advisory Group, Inc.1,826$1.22M0.55%013F-HRTimeline
Souders Financial Advisors1,825$1.22M0.14%+713F-HRTimeline
DecisionMap Wealth Management, LLC1,823$1.21M0.78%-3513F-HRTimeline
THEORY FINANCIAL LLC1,808$1.21M0.43%013F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc1,820$1.21M0.64%013F-HRTimeline
MMA ASSET MANAGEMENT LLC1,815$1.21M0.4%+30813F-HRTimeline
Canvas Wealth Advisors, LLC1,805$1.21M0.22%+213F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.1,813$1.21M0.14%013F-HRTimeline
ISTHMUS PARTNERS, LLC1,812$1.21M0.27%013F-HRTimeline
MYECFO, LLC1,810$1.21M0.55%-7913F-HRTimeline
Windsor Advisory Group, LLC1,810$1.21M1.07%+413F-HRTimeline
CKW FINANCIAL GROUP1,802$1.21M0.13%+313F-HRTimeline
Advyzon Investment Management, LLC1,808$1.2M0.21%new13F-HRTimeline
Ewing Morris & Co. Investment Partners …1,803$1.2M0.51%-53613F-HRTimeline
Laurel Wealth Planning LLC1,799$1.2M0.63%-1713F-HRTimeline
Passive Capital Management, LLC.1,798$1.2M0.39%013F-HRTimeline
Financial Advisory Corp1,795$1.2M0.18%-13013F-HRTimeline
Penbrook Management LLC1,795$1.2M0.83%-12013F-HRTimeline
Burton Enright Welch1,793$1.19M0.18%013F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,793$1.19M0.11%+46813F-HRTimeline
IMS Capital Management1,786$1.19M0.55%-15813F-HRTimeline
Bullock Wealth Management Group1,779$1.19M0.59%+3913F-HRTimeline
VISTA INVESTMENT MANAGEMENT1,781$1.19M0.41%-213F-HRTimeline
Johnson & White Wealth Management, LLC1,780$1.19M0.54%+113F-HRTimeline
HTG Investment Advisors, Inc.1,777$1.18M0.4%013F-HRTimeline
Oak Wealth Advisors LLC1,775$1.18M0.69%+513F-HRTimeline
Clarion Wealth Managment Partners, LLC1,770$1.18M1.16%+713F-HRTimeline
Delta Wealth Advisors LLC1,769$1.18M0.92%-10813F-HRTimeline
Unison Asset Management LLC1,768$1.18M0.55%013F-HR/ATimeline
EagleClaw Capital Managment, LLC1,767$1.18M0.16%-30013F-HRTimeline
Three Magnolias Financial Advisors, LLC1,767$1.18M0.73%+19513F-HRTimeline
Dominguez Wealth Management Solutions, …1,767$1.18M0.74%-6013F-HRTimeline
Compass Financial Services Inc1,762$1.17M0.52%+313F-HRTimeline
Wescott Financial Advisory Group, LLC1,760$1.17M0.11%+313F-HRTimeline
VALICENTI ADVISORY SERVICES INC1,759$1.17M0.25%013F-HRTimeline
J. Team Financial, Inc.1,759$1.17M1.19%13F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,758$1.17M0.25%013F-HRTimeline
AJ Advisors, LLC1,758$1.17M0.48%-16613F-HRTimeline
Summa Corp.1,757$1.17M0.51%-5413F-HRTimeline
ONE Advisory Partners, LLC1,763$1.17M0.36%-6813F-HRTimeline
Navalign, LLC1,753$1.17M0.31%-1213F-HRTimeline
Sendero Wealth Management, LLC1,753$1.17M0.14%013F-HRTimeline
Prostatis Group LLC1,747$1.16M0.29%-26,97813F-HRTimeline
RESTON WEALTH MANAGEMENT LLC1,747$1.16M0.38%-16913F-HRTimeline
Mezzasalma Advisors, LLC1,744$1.16M0.3%+4913F-HRTimeline
DOVER ADVISORS, LLC1,735$1.16M0.46%+12213F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,737$1.16M0.53%+113F-HRTimeline
Live Oak Private Wealth LLC1,734$1.16M0.16%+2413F-HRTimeline
MRA Advisory Group1,725$1.15M0.5%+12013F-HRTimeline
Foster Group, Inc.1,723$1.15M0.04%+62313F-HRTimeline
Prosperitas Financial LLC1,719$1.15M0.47%+1413F-HRTimeline
WealthTrust Axiom LLC1,718$1.14M0.31%+48113F-HRTimeline
Brooklyn FI, LLC1,715$1.14M0.26%+8313F-HRTimeline
Intellus Advisors LLC1,714$1.14M0.16%-20113F-HRTimeline
DKM Wealth Management, Inc.1,711$1.14M0.91%013F-HRTimeline
Prospect Financial Group LLC1,706$1.14M1.11%013F-HRTimeline
Rede Wealth, LLC1,703$1.14M0.89%-3,33013F-HRTimeline
Eagle Bay Advisors LLC1,703$1.14M0.89%+99313F-HRTimeline
Eagle Bluffs Wealth Management LLC1,699$1.13M0.49%013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,702$1.13M0.05%+48013F-HRTimelineGroup
Vermillion Wealth Management, Inc.1,701$1.13M0.31%-913F-HRTimeline
Opes Wealth Management LLC1,700$1.13M0.2%013F-HRTimeline
Altus Wealth Group LLC1,699$1.13M0.46%-1013F-HRTimeline
AMARA FINANCIAL, LLC.1,693$1.13M0.83%+613F-HRTimeline
Allied Investment Advisors, LLC1,686$1.12M0.18%+53413F-HRTimeline
Visionary Horizons, LLC1,685$1.12M0.63%+15213F-HRTimeline
Prospect Financial Services LLC1,683$1.12M0.64%-1013F-HRTimeline
Intergy Private Wealth, LLC1,682$1.12M0.35%+1313F-HRTimeline
Powers Advisory Group, LLC1,676$1.12M0.44%013F-HRTimeline
McDonough Capital Management, Inc1,675$1.12M0.56%013F-HRTimeline
Quantum Private Wealth, LLC1,675$1.12M0.33%+6013F-HRTimeline
Ethic Inc.1,672$1.11M0.02%-20,69913F-HRTimeline
Centerstone Investors, LLC1,670$1.11M3.96%013F-HRTimeline
Richard W. Paul & Associates, LLC1,669$1.11M0.38%+48013F-HRTimeline
Trivant Custom Portfolio Group, LLC1,659$1.11M0.57%-1513F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,659$1.1M0.37%+113F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …1,658$1.1M0.14%-4413F-HRTimeline
2UniFi Bank1,656$1.1M0.55%013F-HRTimeline
626 Financial, LLC1,652$1.1M0.49%013F-HRTimeline
Galvin, Gaustad & Stein, LLC1,651$1.1M0.09%-2013F-HRTimeline
CTC Alternative Strategies, Ltd.1,650$1.1M1.77%013F-HRTimeline
Providence Capital Advisors, LLC1,647$1.1M0.19%-15813F-HRTimeline
Horizon Investments, LLC1,646$1.1M0.01%+12813F-HRTimeline
MAS Advisors LLC1,644$1.1M1.73%-3313F-HRTimeline
VSM Wealth Advisory, LLC1,640$1.09M0.34%+113F-HRTimeline
Jessup Wealth Management, Inc1,638$1.09M0.41%-1113F-HRTimeline
Cetera Trust Company, N.A1,636$1.09M0.61%013F-HRTimeline
Alamar Capital Management, LLC1,624$1.08M0.57%+2813F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…1,628$1.08M0.69%013F-HRTimelineGroup
Lodestone Wealth Management LLC1,627$1.08M0.49%+72613F-HRTimeline
BARLOW WEALTH PARTNERS, LLC1,613$1.08M0.12%+15213F-HRTimeline
Corundum Trust Company, INC1,616$1.08M2.34%-1313F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC1,614$1.08M0.41%+26413F-HRTimeline
Brueske Advisory Services, LLC1,609$1.07M0.58%013F-HRTimeline
Alternative Investment Advisors, LLC.1,607$1.07M0.49%+1913F-HRTimeline
Strategic Investment Advisors / MI1,607$1.07M0.12%+31313F-HR/ATimeline
Wealth Management Nebraskain group Wealth Management Nebraska1,603$1.07M0.13%013F-HRTimelineGroup