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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
CAMBRIDGE CAPITAL MANAGEMENT, LLC2,652$1.81M0.81%+713F-HRTimeline
CAPE ANN SAVINGS BANK2,649$1.81M0.93%013F-HRTimeline
Financial Council, LLC2,645$1.8M0.72%013F-HRTimeline
Bridgewealth Advisory Group, LLC2,645$1.8M0.4%-1013F-HRTimeline
Advanced Asset Management Advisors Inc2,641$1.8M0.49%-2,51113F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC2,638$1.8M0.25%-3213F-HRTimeline
Pitti Group Wealth Management, LLC2,634$1.8M1.48%-1413F-HRTimeline
Lantz Financial LLC2,633$1.8M0.38%-31913F-HRTimeline
Sterling Financial Planning, Inc.2,629$1.79M0.54%+11613F-HRTimeline
Darden Wealth Group Inc2,625$1.79M0.87%-613F-HRTimeline
Altus Wealth Management, LLC2,622$1.79M0.77%-10213F-HRTimeline
STALEY CAPITAL ADVISERS INC2,613$1.78M0.07%-9013F-HRTimeline
Axecap Investments, LLC2,610$1.78M1.1%new13F-HRTimeline
LaFleur & Godfrey LLC2,602$1.77M0.21%-3013F-HRTimeline
AWM CAPITAL, LLC2,600$1.77M0.16%-2713F-HRTimeline
Pursuit Wealth Management LLC2,600$1.77M1.52%13F-HRTimeline
Leslie Global Wealth, LLC2,596$1.77M0.8%+60313F-HRTimeline
WEXFORD CAPITAL LP2,596$1.77M0.46%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC2,594$1.77M1.21%+313F-HRTimeline
Integrity Wealth Solutions LLC2,593$1.77M0.7%+713F-HRTimeline
Bravias Capital Group, LLC2,582$1.76M1.06%+413F-HRTimeline
Planning Project LLC2,575$1.76M0.44%13F-HRTimeline
Asset Advisors Investment Management, L…2,574$1.76M0.16%-25013F-HRTimeline
Gilman Hill Asset Management, LLC2,563$1.75M0.28%-913F-HRTimeline
Fulton Bank, N.A.2,562$1.75M0.06%+4613F-HRTimeline
Bernard Wealth Management Corp.2,557$1.74M0.71%013F-HRTimeline
ESL Trust Services, LLC2,553$1.74M0.33%+42413F-HRTimeline
Fingerlakes Wealth Management, Inc.2,553$1.74M1.11%+713F-HRTimeline
CURIO WEALTH, LLC2,519$1.74M0.62%+24013F-HRTimeline
Pekin Hardy Strauss, Inc.2,547$1.74M0.16%+3013F-HRTimeline
PENINSULA ASSET MANAGEMENT INC2,545$1.74M0.89%-14013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,540$1.73M0.2%013F-HRTimelineGroup
Capital Investment Counsel, Inc2,537$1.73M0.2%-3813F-HRTimeline
Addenda Capital Inc.2,530$1.73M0.05%new13F-HRTimeline
AMERICAN CAPITAL MANAGEMENT INC2,535$1.73M0.08%013F-HRTimeline
Bell Investment Advisors, Inc2,532$1.73M0.27%-11713F-HRTimeline
Riverstone Advisors, LLC2,526$1.72M0.81%+1013F-HRTimeline
First Bancorp, Inc /ME/2,524$1.72M0.92%+12313F-HRTimeline
Pioneer Family Office, LLC2,521$1.72M1.16%13F-HRTimeline
Catalyst Investment Management LLC2,507$1.71M1.62%13F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC2,504$1.71M1.19%013F-HRTimeline
Alpha Omega Wealth Management LLC2,502$1.71M0.28%+613F-HRTimeline
Formidable Asset Management, LLC2,560$1.71M0.25%-2113F-HRTimeline
BCS Private Wealth Management, Inc.2,493$1.7M0.58%-31013F-HRTimeline
Gouws Capital LLC2,500$1.7M0.9%013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC2,500$1.7M1.02%-513F-HRTimeline
Dana Investment Advisors, Inc.2,493$1.7M0.05%+7313F-HRTimeline
Trinity Legacy Partners, LLC2,490$1.7M0.39%-7313F-HRTimeline
Regency Capital Management Inc.\DE2,489$1.7M0.71%+41713F-HRTimeline
Eagle Bluffs Wealth Management LLC2,483$1.7M0.69%+78413F-HRTimeline
Wealth Preservation Advisors, LLC2,488$1.7M0.85%-24213F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC2,480$1.7M0.18%+11313F-HRTimeline
Hutchens & Kramer Investment Management…2,487$1.7M0.59%+6313F-HRTimeline
Oath Planning, LLC2,485$1.69M1.67%13F-HRTimeline
AAF Wealth Management, LLC2,485$1.69M0.71%+94013F-HRTimeline
Investment Advisory Group, LLC2,485$1.69M0.44%-813F-HRTimeline
Tranquility Partners, LLC2,482$1.69M0.61%-4513F-HRTimeline
KPP Advisory Services LLC2,477$1.69M0.25%-4,96913F-HRTimeline
Retirement Investment Advisors, Inc.2,477$1.69M0.14%+6013F-HRTimeline
Giverny Capital Inc.2,474$1.69M0.06%013F-HRTimeline
Odyssey Capital Advisors, Inc.2,471$1.68M1.5%13F-HRTimeline
AVALON CAPITAL MANAGEMENT2,470$1.68M0.4%+92213F-HRTimeline
JT Stratford LLC2,469$1.68M0.22%-27213F-HRTimeline
Southeast Asset Advisors, LLC2,469$1.68M0.16%-2013F-HRTimeline
ASR Vermogensbeheer N.V.2,463$1.68M0.02%-8,56213F-HRTimeline
Cane Capital Partners, LLC2,460$1.68M0.7%13F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC2,446$1.67M0.55%+113F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC2,451$1.67M0.09%+54113F-HRTimeline
Clear Trail Advisors, LLC2,449$1.67M0.39%13F-HRTimeline
Fort Sheridan Advisors LLC2,439$1.66M0.21%013F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC2,438$1.66M1.32%-12413F-HRTimeline
Farmers & Merchants Trust Co of Chamber…2,437$1.66M0.47%-85313F-HRTimeline
Souders Financial Advisors2,424$1.65M0.19%+59913F-HRTimeline
Yeomans Consulting Group, Inc.2,414$1.65M0.48%+6513F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC2,406$1.64M0.69%+2,05613F-HRTimeline
Triton Wealth Management, PLLC2,384$1.64M0.62%-2013F-HRTimeline
Caitlin John, LLC2,354$1.64M1.07%-3,29613F-HRTimeline
WESTBOURNE INVESTMENTS, INC.2,400$1.64M0.76%-22513F-HRTimeline
Asset Allocation Strategies LLC2,394$1.63M0.3%-13313F-HRTimeline
Karpus Management, Inc.2,390$1.63M0.05%-14013F-HR/ATimeline
Martel Wealth Advisors LLC2,390$1.63M0.28%-2713F-HRTimeline
Empire Financial Management Company, LLC2,388$1.63M0.35%+2213F-HRTimeline
TMB Capital Partners, LLC2,385$1.63M0.56%13F-HRTimeline
Steigerwald, Gordon & Koch Inc.2,385$1.63M0.16%+4313F-HRTimeline
First Command Advisory Services, Inc.2,384$1.63M0.01%-3213F-HRTimeline
MA Private Wealth2,384$1.63M0.27%-33413F-HRTimeline
MRA Advisory Group2,381$1.62M0.68%+65613F-HRTimeline
Bruce G. Allen Investments, LLC2,376$1.62M1.1%013F-HRTimeline
Aspen Capital Management, LLC2,375$1.62M0.4%013F-HRTimeline
Fairman Group, LLC2,366$1.62M1.29%+22413F-HRTimeline
Intellectus Partners, LLC2,365$1.62M0.31%+1713F-HRTimeline
San Luis Wealth Advisors LLC2,368$1.62M0.27%+1613F-HRTimeline
Valpey Financial Services, LLC2,366$1.61M1.03%+43213F-HR/ATimeline
Bernardo Wealth Planning LLC2,358$1.61M0.31%-2613F-HRTimeline
Lloyd Advisory Services, LLC.2,358$1.61M0.62%new13F-HRTimeline
HEADINVEST, LLC2,346$1.6M0.32%-213F-HRTimeline
NORTH DALLAS BANK & TRUST CO2,345$1.6M1.04%13F-HRTimeline
Kapstone Financial Advisors LLC2,344$1.6M0.79%+26613F-HRTimeline
First PREMIER Bank2,334$1.59M0.36%-2013F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC2,334$1.59M1.43%-5913F-HRTimeline
HFG Wealth Management, LLC2,325$1.59M0.87%-67313F-HRTimeline
MARS JEWETT FINANCIAL GROUP, INC.2,287$1.58M0.47%13F-HRTimeline
Core Wealth Partners LLC2,317$1.58M0.71%-17413F-HRTimeline
Serenity Investment Advisors2,290$1.58M0.92%13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC2,315$1.58M0.18%013F-HRTimeline
N.E.W. Advisory Services LLC2,308$1.57M0.12%+1213F-HRTimeline
Orcam Financial Group2,308$1.57M1.18%-15313F-HRTimeline
Capital CS Group, LLC2,306$1.57M2.49%+6013F-HRTimeline
Lakeridge Wealth Management LLC2,305$1.57M0.71%-10713F-HRTimeline
Davis Capital Management2,304$1.57M1.08%013F-HRTimeline
Silverleafe Capital Partners, LLC2,302$1.57M0.47%+313F-HRTimeline
Wellment Financial2,300$1.57M1.84%new13F-HRTimeline
Ironwood Wealth Management, LLC.2,300$1.57M0.46%013F-HRTimeline
Capital Asset Managemnet, LLC2,295$1.57M1.73%13F-HRTimeline
KW WEALTH MANAGEMENT LLC2,294$1.56M2.37%+13613F-HRTimeline
Quantum Financial Advisors, LLC2,292$1.56M0.18%-12813F-HRTimeline
Lionsbridge Wealth Management LLC2,288$1.56M1.58%+1,36013F-HRTimeline
J. L. Bainbridge & Co., Inc.2,286$1.56M0.13%+9613F-HRTimeline
Janney Capital Management LLC2,283$1.56M0.1%013F-HRTimeline
Elite Wealth Management, Inc.2,283$1.56M0.42%-36113F-HRTimeline
Compagnie Lombard Odier SCmA2,270$1.55M0.02%new13F-HRTimeline
Fund 1 Investments, LLCin group Fund 1 Investments, LLC2,267$1.55M0.22%new13F-HRTimelineGroup
Level Financial Advisors2,267$1.55M0.41%-1,54213F-HRTimeline
Mascagni Wealth Management, Inc.2,267$1.55M1.15%+12513F-HRTimeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…2,265$1.54M0.46%-2,81813F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX2,264$1.54M0.34%-1913F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,263$1.54M0.54%-7813F-HRTimeline
PHILADELPHIA TRUST CO2,263$1.54M0.11%-313F-HRTimeline
RFG - Bristol Wealth Advisors, LLC2,255$1.54M0.43%+213F-HRTimeline
WMG Financial Advisors, LLC2,251$1.53M0.63%-2,92513F-HRTimeline
Pinion Investment Advisors, LLC2,245$1.53M0.37%+6613F-HRTimeline
ALERUS FINANCIAL NA2,244$1.53M0.07%-2613F-HRTimeline
Hudson Value Partners, LLC2,235$1.53M0.46%-24513F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC2,231$1.52M0.18%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC2,231$1.52M0.27%-43513F-HRTimeline
Seros Financial, LLC2,225$1.52M0.89%-213F-HRTimeline
Strid Group, LLC2,223$1.52M0.19%+20113F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC2,222$1.52M0.21%013F-HRTimeline
Missouri Trust & Investment Co2,220$1.51M0.44%+3213F-HRTimeline
Pathfinder Wealth Consulting, Inc.2,216$1.51M0.95%13F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC2,215$1.51M0.69%+33313F-HRTimeline
YARGER WEALTH STRATEGIES, LLC2,214$1.51M0.65%+613F-HRTimeline
Capital Planning Advisors, LLC2,212$1.51M0.2%-3913F-HRTimeline
NATURAL INVESTMENTS, LLC2,213$1.51M0.38%-43313F-HRTimeline
Crusonia Wealth Advisors LLC2,211$1.51M0.33%13F-HRTimeline
Leonard Rickey Investment Advisors P.L.…2,210$1.51M0.27%-1713F-HRTimeline
Riverbend Wealth Management, LLC2,207$1.51M0.95%013F-HRTimeline
W.H. Cornerstone Investments Inc.2,206$1.5M0.91%+413F-HRTimeline
PARTHENON LLC2,204$1.5M0.16%013F-HRTimeline
Front Row Advisors LLC2,197$1.5M0.5%-18413F-HRTimeline
Armor Investment Advisors, LLC2,199$1.5M0.55%+113F-HRTimeline
Everhart Financial Group, Inc.2,197$1.5M0.14%-2513F-HRTimeline
Viewpoint Capital Management LLC2,197$1.5M0.65%013F-HRTimeline
CacheTech Inc.2,190$1.49M0.28%+10013F-HRTimeline
3Chopt Investment Partners, LLC2,182$1.49M0.33%-213F-HRTimeline
Your Advocates Ltd., LLP2,188$1.49M0.49%-26513F-HRTimeline
JPL Wealth Management, LLC2,185$1.49M0.36%-35013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.2,178$1.49M0.11%-2613F-HRTimeline
Family Office Research LLC2,162$1.49M0.61%+9313F-HRTimeline
Gibbs Wealth Management2,143$1.49M0.36%013F-HRTimeline
Ascension Capital Advisors, Inc.2,176$1.48M0.51%+11113F-HRTimeline
Fortis Capital Management LLC2,159$1.47M0.2%+1,39113F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.2,157$1.47M1.13%new13F-HRTimeline
VAUGHAN & Co SECURITIES, INC.2,150$1.47M0.76%013F-HRTimeline
SL ADVISORS, LLC2,147$1.46M3%013F-HR/ATimeline
Westhampton Capital, LLC2,141$1.46M0.69%+1,68613F-HRTimeline
INVESTMENT HOUSE LLC2,137$1.46M0.07%-5,35113F-HRTimeline
CNB Bank2,134$1.46M0.6%-24013F-HRTimeline
Paragon Private Wealth Management, LLC2,133$1.45M0.45%+1,81813F-HRTimeline
WEALTHSPAN PARTNERS, LLC2,131$1.45M0.53%+1313F-HRTimeline
Level Wealth Management LLC2,123$1.45M0.74%+1,04213F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA2,128$1.45M0.34%+3713F-HRTimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC2,123$1.45M0.23%013F-HRTimeline
Alpha Financial Partners LLC2,123$1.45M0.88%013F-HRTimeline
McGuire Investment Group, LLC2,121$1.45M0.15%013F-HRTimeline
Jessup Wealth Management, Inc2,121$1.45M0.48%+48313F-HRTimeline
Diversified Investment Strategies, LLC2,120$1.45M0.95%013F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc2,117$1.44M<0.01%013F-HRTimelineGroup
Integrity Advisory Solutions, LLC2,113$1.44M0.21%+1,41313F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,112$1.44M0.95%-13513F-HRTimeline
Brooklyn FI, LLC2,111$1.44M0.31%+39613F-HRTimeline
Retirement Solution LLC2,110$1.44M0.32%+58413F-HRTimeline
ERn Financial, LLC2,107$1.44M0.27%-1513F-HRTimeline
Friedenthal Financial2,107$1.44M0.74%-18013F-HRTimeline
Praetorian Wealth Management, Inc.2,102$1.43M0.28%new13F-HRTimeline
SJS Investment Consulting Inc.2,101$1.43M0.18%+23413F-HRTimeline
Pacific Asset Management, LLC2,101$1.43M0.86%+413F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,336$1.43M0.46%+12313F-HRTimeline
Fortune Financial Advisors, LLC2,099$1.43M0.97%-2113F-HRTimeline
Courage Miller Partners, LLC2,099$1.43M0.43%-4513F-HRTimeline
Blue Zone Wealth Advisors, LLC2,098$1.43M0.27%+913F-HRTimeline
Horizon Investments, LLC2,096$1.43M0.02%+45013F-HRTimeline
Financial Alternatives, Inc2,095$1.43M0.83%+13213F-HRTimeline
Gallacher Capital Management LLC2,093$1.43M0.55%+10213F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.2,088$1.42M0.29%13F-HRTimelineGroup
Silver Grove Financial Group, Inc.2,086$1.42M1.23%+9313F-HRTimeline
Approach Retirement Advisors, LLC2,086$1.42M1.23%13F-HRTimeline
Key Financial Inc2,083$1.42M0.26%013F-HRTimeline
Princeton Global Asset Management LLC2,077$1.42M0.23%+23013F-HRTimeline
Sendero Wealth Management, LLC2,074$1.41M0.16%+32113F-HRTimeline