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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
CTC Alternative Strategies, Ltd.1,650$1.02M0.89%-213F-HRTimeline
Jessup Wealth Management, Inc1,649$1.02M0.41%-5413F-HRTimeline
Balance Wealth Partners LLC1,646$1.02M0.6%+79713F-HRTimeline
VSM Wealth Advisory, LLC1,639$1.01M0.33%-613F-HRTimeline
Infinity Wealth Counsel, LLC1,638$1.01M1.02%013F-HRTimeline
Cetera Trust Company, N.A1,636$1.01M0.6%013F-HRTimeline
Fiduciary Group, LLC1,635$1.01M0.1%-10013F-HRTimeline
Brooklyn FI, LLC1,632$1.01M0.26%-4713F-HRTimeline
Corundum Trust Company, INC1,629$1.01M2.66%-213F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…1,628$1.01M0.73%-14013F-HRTimelineGroup
Quantum Private Wealth, LLC1,615$998K0.32%+2513F-HRTimeline
Fortress Wealth Management, Inc.1,614$997K0.48%-1613F-HRTimeline
DOVER ADVISORS, LLC1,613$997K0.44%+96813F-HRTimeline
LS Investment Advisors, LLC1,613$997K0.15%013F-HRTimeline
Brueske Advisory Services, LLC1,609$994K0.68%013F-HRTimeline
DOHJ, LLC1,855$993K0.29%-28,49613F-HRTimeline
BancFirst Trust & Investment Management1,613$992K0.46%+1,45313F-HRTimeline
MRA Advisory Group1,605$992K0.46%+2213F-HRTimeline
POINCIANA ADVISORS GROUP, LLC1,602$990K0.89%+1913F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…1,601$989K0.32%+5313F-HRTimeline
Alamar Capital Management, LLC1,596$989K0.54%+913F-HRTimeline
PFG Private Wealth Management, LLC1,600$989K0.51%+5513F-HRTimeline
LEGACY FINANCIAL GROUP, INC.1,600$988K0.29%-2113F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska1,603$986K0.13%new13F-HRTimelineGroup
AAF Wealth Management, LLC1,594$985K0.45%+13313F-HRTimeline
Alternative Investment Advisors, LLC.1,588$982K0.49%+10013F-HRTimeline
BKM Wealth Management, LLC1,585$980K0.38%+7213F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC1,583$978K0.44%+213F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.1,580$976K0.35%-5613F-HRTimeline
MBA Advisors LLC1,580$976K0.45%-60113F-HRTimeline
Three Magnolias Financial Advisors, LLC1,572$971K0.68%-17513F-HRTimeline
BAXTER BROS INC1,571$971K0.12%+47513F-HRTimeline
WJ Wealth Management, LLC1,571$970K0.31%-5513F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC1,566$968K0.2%+60713F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC1,550$967K0.28%+24913F-HRTimeline
NORTH DALLAS BANK & TRUST CO1,564$966K0.73%13F-HRTimeline
Birchcreek Wealth Management, LLC1,564$966K0.55%+813F-HRTimeline
TFB Advisors LLC1,561$964K0.25%-3513F-HRTimeline
ROGCO, LP1,558$963K0.36%+2113F-HRTimeline
Landing Point Financial Group, LLC1,555$961K0.61%+10313F-HRTimeline
Strategic Financial Services, Inc.1,553$960K0.05%-2913F-HRTimeline
Signet Investment Advisory Group, Inc.1,553$960K0.49%-7913F-HRTimeline
QTR Family Wealth, LLC1,553$959K0.59%-5113F-HRTimeline
Ipsen Advisor Group LLC1,543$953K0.73%-16613F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,539$952K0.39%+513F-HRTimeline
Hurlow Wealth Management Group, Inc.1,537$949K0.27%013F-HRTimeline
Hilton Capital Management, LLC1,536$949K0.08%013F-HRTimeline
Graney & King, LLC1,536$949K0.64%+113F-HRTimeline
MARATHON CAPITAL MANAGEMENT1,535$948K0.24%-19213F-HRTimeline
Visionary Horizons, LLC1,533$948K0.6%-20113F-HRTimeline
Bedell Frazier Investment Counselling, …1,533$947K0.24%-16,81513F-HRTimeline
Ruedi Wealth Management, Inc.1,528$944K0.28%+113F-HRTimeline
Kidder Stephen W1,525$942K0.28%-2513F-HRTimeline
BECK MACK & OLIVER LLC1,521$940K0.02%-2013F-HRTimeline
Horizon Investments, LLC1,518$938K0.01%-1513F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV1,517$937K0.2%+33013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC1,515$936K0.2%-18,49513F-HRTimeline
Marquette Asset Management, LLC1,514$935K0.16%013F-HRTimeline
Financial Alternatives, Inc1,513$935K0.61%+17213F-HRTimeline
OPINICUS CAPITAL, INC.1,512$934K0.71%+913F-HRTimeline
ARQ WEALTH ADVISORS, LLC1,668$933K0.32%013F-HRTimeline
MMA ASSET MANAGEMENT LLC1,507$931K0.36%+11313F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS1,504$929K0.64%-8013F-HRTimeline
CIM, LLC1,502$928K0.12%013F-HRTimeline
Lafayette Investments, Inc.1,499$926K0.19%013F-HRTimeline
WILKINS INVESTMENT COUNSEL INC1,499$926K0.13%-14813F-HRTimeline
New Covenant Trust Company, N.A.1,505$925K0.83%013F-HRTimeline
GHP Investment Advisors, Inc.1,497$925K0.04%-2913F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP1,495$924K0.03%-14913F-HRTimeline
Cornerstone Planning Group LLC1,471$923K0.19%-1,59613F-HRTimeline
AFT, FORSYTH & COMPANY, INC.1,502$923K0.47%013F-HRTimeline
Aerodigm Wealth, LLC1,492$922K0.44%+73813F-HRTimeline
Family Capital Trust Co1,492$922K0.32%013F-HRTimeline
Burk Holdings LLC1,488$919K0.58%+5213F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …1,486$918K0.06%013F-HRTimelineGroup
Beirne Wealth Consulting Services, LLC1,479$917K0.3%013F-HRTimeline
Zuckerman Investment Group, LLC1,483$916K0.09%+3413F-HRTimeline
Rossby Financial, LCC1,482$916K0.34%+2013F-HRTimeline
Monument Capital Management1,481$915K0.24%-113F-HRTimeline
Fenimore Asset Management Inc1,477$913K0.02%013F-HRTimeline
KEB ASSET MANAGEMENT, LLC1,476$912K0.23%+14813F-HRTimeline
Apeiron RIA LLC1,476$912K0.23%+17913F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC1,470$910K0.2%+17313F-HRTimeline
Argentarii, LLC1,470$908K0.42%-8313F-HRTimeline
Midwest Capital Advisors, LLC1,470$908K0.48%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC1,465$908K0.26%-15813F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC1,469$907K0.37%+1513F-HRTimeline
CAPITAL COUNSEL LLC/NY1,468$907K0.04%-19013F-HRTimeline
BARLOW WEALTH PARTNERS, LLC1,461$906K0.11%+113F-HRTimeline
Wilson & Boucher Capital Management, LLC1,465$905K0.63%+2213F-HRTimeline
Trellis Wealth Advisors LLC1,464$905K0.39%-25513F-HRTimeline
LifeGuide Financial Advisors, LLC1,463$904K0.33%+4413F-HRTimeline
Washington Trust Bank1,460$902K0.08%+4813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Blue Capital, Inc.1,457$900K0.64%13F-HRTimeline
SMART Wealth LLC1,456$900K0.28%+4613F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,451$897K0.14%new13F-HRTimeline
Grey Fox Wealth Advisors, LLC1,445$896K0.21%-31313F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,596$893K0.35%13F-HRTimeline
CAMDEN NATIONAL BANK1,443$892K0.13%-18113F-HRTimeline
Millennium Capital Advisors, LLC1,443$891K0.59%+69213F-HRTimeline
Prepared Retirement Institute LLC1,441$890K0.52%013F-HRTimeline
Planning Center, Inc.1,438$888K0.1%+2813F-HRTimeline
Integrated Investment Consultants, LLC1,436$887K0.17%-287,04013F-HRTimeline
WealthCollab, LLC1,435$887K0.5%013F-HRTimeline
Addison Advisors LLC1,432$885K0.22%-3913F-HRTimeline
AllSquare Wealth Management LLC1,429$883K0.5%-3513F-HRTimeline
RAM Investment Partners, LLC1,424$880K0.18%-3313F-HRTimeline
Grant Street Asset Management, Inc.1,423$879K0.2%+9913F-HRTimeline
STEINBERG ASSET MANAGEMENT LLC1,423$879K0.66%+17513F-HRTimeline
Generali Asset Management SPA SGR1,423$879K0.02%013F-HRTimeline
Constitution Capital LLC1,421$878K0.45%+3613F-HRTimeline
Vantage Financial Partners, LLC1,419$877K0.2%+11913F-HRTimeline
Wealth Quarterback LLC1,417$876K0.42%+3113F-HRTimeline
Code Waechter LLC1,415$874K0.62%013F-HRTimeline
Buttonwood Financial Advisors Inc.1,413$873K0.35%013F-HRTimeline
CURA WEALTH ADVISORS, LLC1,411$872K0.41%-60513F-HRTimeline
Ted Buchan & Co1,410$871K0.35%+8113F-HRTimeline
San Luis Wealth Advisors LLC1,408$870K0.19%+17613F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,408$870K1.07%13F-HRTimeline
Front Street Capital Management, Inc.1,405$868K0.17%013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC1,403$867K0.32%-7913F-HRTimeline
Seneca House Advisors1,400$865K0.37%013F-HRTimeline
Seaside Wealth Management, Inc.1,400$865K0.28%-16513F-HRTimeline
FIRST FINANCIAL CORP /IN/1,397$863K0.39%+613F-HRTimeline
Martin Capital Advisors, LLP1,397$863K0.56%013F-HRTimeline
WEALTH EFFECTS LLC1,396$863K0.32%+12713F-HRTimeline
Morling Financial Advisors, LLC1,392$860K0.28%013F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…1,391$860K0.55%013F-HRTimeline
TriaGen Wealth Management LLC1,391$859K0.26%013F-HRTimeline
Abbot Financial Management, Inc.1,389$858K0.4%+15013F-HRTimeline
High Note Wealth, LLC1,385$856K0.2%013F-HRTimeline
Mattern Wealth Management LLC1,381$853K0.18%013F-HRTimeline
Stack Financial Management, Inc1,378$851K0.08%013F-HRTimeline
GK Wealth Management LLC1,378$851K0.85%+6013F-HRTimeline
FIGURE 8 INVESTMENT STRATEGIES LLC1,375$850K0.83%013F-HRTimeline
Willow Creek Wealth Management Inc.1,373$849K0.08%+12513F-HRTimeline
Beacon Wealthcare LLC1,372$848K0.32%013F-HRTimeline
Paradigm Capital Management, LLC/NV1,371$847K0.84%-1213F-HRTimeline
HORIZON BANCORP INC /IN/1,369$846K0.43%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Guild Investment Management, Inc.1,368$845K0.73%new13F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC1,368$845K0.56%+3513F-HRTimeline
RiverFront Investment Group, LLC1,364$843K0.02%-2213F-HRTimeline
Oak Harvest Investment Services1,364$843K0.11%+813F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC1,361$841K0.25%+14913F-HRTimeline
Community Bank & Trust, Waco, Texas1,359$840K0.19%-4013F-HRTimeline
AVALON CAPITAL MANAGEMENT1,358$839K0.23%-3913F-HRTimeline
Waterford Advisors, LLC22,944$838K0.34%+21,56413F-HRTimeline
Sound Financial Strategies Group, LLC1,353$836K0.71%+2413F-HRTimeline
Valley Financial Group, Inc.1,353$836K0.51%+6913F-HRTimeline
Quaker Wealth Management, LLC1,352$835K0.28%new13F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.1,350$834K0.12%+19813F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC1,350$834K0.37%+20213F-HRTimeline
GoalVest Advisory LLC1,350$834K0.21%013F-HRTimeline
Nicollet Investment Management, Inc.1,350$834K0.28%+413F-HRTimeline
Greenbush Financial Group, LLC1,349$833K0.36%+413F-HRTimeline
BEACON FINANCIAL GROUP1,345$831K0.09%+5013F-HRTimeline
Rothschild Capital Partners, LLC1,341$829K0.22%+2513F-HRTimeline
Canton Hathaway, LLC1,340$828K0.17%+10013F-HRTimeline
Hilltop Partners LLC1,333$824K0.25%+13113F-HRTimeline
Smart Money Group LLC1,331$822K0.26%-42413F-HRTimeline
SevenBridge Financial Group, LLC1,280$822K0.14%+32013F-HRTimeline
Insight Wealth Partners, LLC1,330$822K0.46%+19913F-HRTimeline
Quad-Cities Investment Group, LLC1,329$821K0.37%+27813F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC1,329$821K0.01%-813F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC1,310$819K0.15%-1413F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,325$819K0.09%-18,34113F-HRTimeline
Phraction Management LLC1,324$818K0.26%new13F-HRTimeline
L.K. Benson & Company, P.C.1,324$818K0.5%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC1,324$818K0.13%-39113F-HRTimeline
Aberdeen Wealth Management LLC1,322$817K0.54%new13F-HRTimeline
RW Investment Management LLC1,321$816K0.09%-2113F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC1,310$809K0.43%013F-HRTimeline
Aufman Associates Inc1,309$809K0.5%-1713F-HRTimeline
Sequent Planning LLC1,306$807K0.26%+12513F-HRTimeline
Left Brain Wealth Management, LLC1,306$807K0.28%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd1,302$804K0.03%new13F-HRTimelineGroup
Manuka Financial, LLC1,301$804K0.44%013F-HRTimeline
D'Orazio & Associates, Inc.1,298$802K0.11%+113F-HRTimeline
William Mack & Associates, Inc.1,295$800K0.51%+1213F-HRTimeline
CASCADE INVESTMENT GROUP, INC.1,295$800K0.56%013F-HRTimeline
Strategic Investment Advisors / MI1,294$800K0.08%+213F-HRTimeline
Finer Wealth Management, Inc.1,289$796K0.43%+213F-HRTimeline
Wells Trecaso Financial Group, LLC1,287$795K0.25%-1013F-HRTimeline
4J Wealth Management LLC1,287$795K0.54%013F-HRTimeline
Stanich Group LLC1,272$795K0.71%+213F-HRTimeline
Fairvoy Private Wealth, LLC1,285$794K0.2%+4013F-HRTimeline
Keystone Global Partners, LLC1,284$794K0.43%-213F-HRTimeline
READYSTATE ASSET MANAGEMENT LP1,282$792K0.03%new13F-HRTimeline
INVESTMENT PARTNERS, LTD.1,281$791K0.3%-213F-HRTimeline
BAKER BOYER NATIONAL BANK1,278$790K0.27%-1,14913F-HRTimeline
Prairie Sky Financial Group LLC1,277$789K0.43%+113F-HRTimeline
TFG Advisers LLC1,274$787K0.27%-713F-HRTimeline
Elequin Capital, LP1,272$786K0.11%+68613F-HRTimeline
Stegner Investment Associates Inc.1,271$785K0.48%+113F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC1,270$785K0.73%13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,268$783K0.41%-1713F-HRTimeline
American Trust Investment Advisors, LLC1,267$783K0.4%013F-HRTimeline
Foundation Wealth Management, LLC\PA1,260$778K0.34%+70013F-HRTimeline
Stonehearth Capital Management, LLC1,259$778K0.32%-2813F-HRTimeline
Fiduciary Wealth Partners, LLC1,255$775K0.73%-5,21213F-HRTimeline