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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
Massachusetts Wealth Management2,068$1.41M0.66%+913F-HRTimeline
Alpine Global Management, LLC2,063$1.41M0.32%+1,66313F-HR/ATimeline
Burton Enright Welch2,063$1.41M0.2%+27013F-HRTimeline
QTR Family Wealth, LLC2,032$1.41M0.62%+49413F-HRTimeline
Michael J. Porro & Co. Financial Adviso…2,062$1.41M1.18%13F-HRTimeline
Red Tortoise LLC2,060$1.4M0.6%-7013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC2,059$1.4M0.29%013F-HRTimeline
Stenger Family Office, LLC2,542$1.4M0.29%-1,87513F-HRTimeline
BCI SECURITIES, INC.2,056$1.4M12.11%13F-HRTimeline
Arcadia Wealth Management, Inc.2,056$1.4M0.8%+713F-HRTimeline
OBERWEIS ASSET MANAGEMENT INC/2,055$1.4M0.05%-11813F-HRTimeline
Financial Security Advisor, Inc.2,049$1.4M0.27%-8013F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska2,051$1.4M0.16%+44813F-HRTimelineGroup
Narwhal Capital Management2,047$1.4M0.1%+7613F-HRTimeline
Columbia Bank2,047$1.4M0.39%-1113F-HRTimeline
Archer Investment Corp2,046$1.4M0.31%-4513F-HRTimeline
Investment Partners Asset Management, I…2,046$1.4M0.87%013F-HRTimeline
SACKS & ASSOCIATES, LLC2,046$1.4M1.02%13F-HRTimeline
Shakespeare Wealth Management, LLC2,044$1.39M0.31%+4913F-HRTimeline
Wiser Wealth Management, Inc2,036$1.39M0.31%-913F-HRTimeline
Torrey Growth & Income Advisors2,032$1.39M0.48%+66613F-HRTimeline
LVZ, Inc.2,030$1.38M0.15%+83313F-HR/ATimeline
LINCOLN CAPITAL CORP2,027$1.38M0.49%+1013F-HRTimeline
KMT WEALTH MANAGEMENT, LLC2,026$1.38M0.74%-1,49813F-HRTimeline
Summit Asset Management, LLC2,022$1.38M0.2%-6313F-HRTimeline
Family Legacy Financial Solutions, LLC2,019$1.38M1.06%-1313F-HRTimeline
Davidson Kempner Capital Management LP2,017$1.38M0.02%-90213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GK Wealth Management LLC2,015$1.37M1.01%+3313F-HRTimeline
Rockline Wealth Management, LLC2,012$1.37M0.28%-6013F-HRTimeline
Intellus Advisors LLC2,011$1.37M0.18%+29713F-HRTimeline
WealthBridge Investment Counsel Inc.2,009$1.37M0.41%+1413F-HRTimeline
Centric Wealth Management1,969$1.37M0.29%-2113F-HRTimeline
Roof Eidam Maycock Peralta, LLC2,007$1.37M0.31%-8813F-HRTimeline
Independence Wealth Advisors, LLC2,005$1.37M0.77%13F-HRTimeline
Base Wealth Management LLC2,003$1.37M0.74%+7113F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…2,002$1.37M0.43%-6013F-HRTimeline
TI-TRUST, INC2,002$1.37M0.84%-413F-HRTimeline
DOHENY ASSET MANAGEMENT /CA2,000$1.36M0.83%013F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.2,000$1.36M0.8%013F-HRTimeline
LAM GROUP, INC.2,000$1.36M0.78%013F-HRTimeline
Investment Research Partners LLC2,000$1.36M0.59%013F-HRTimeline
Haven Private, LLC1,994$1.36M0.6%+613F-HRTimeline
HF Advisory Group, LLC1,983$1.35M0.47%-113F-HR/ATimeline
L. Roy Papp & Associates, LLP1,983$1.35M0.15%-14513F-HRTimeline
Capital Advantage, Inc.1,983$1.35M0.18%+13013F-HRTimeline
FIDELITY D & D BANCORP INC1,982$1.35M0.58%-8713F-HRTimeline
Carter Financial Group, INC.1,976$1.35M0.8%-1113F-HRTimeline
Kingstone Capital Partners Texas, LLC1,979$1.35M0.79%-1513F-HRTimeline
Baring Financial LLC1,978$1.35M0.82%-10713F-HRTimeline
DEFINE FINANCIAL, LLC1,973$1.35M0.76%-3613F-HRTimeline
INDEPENDENT INVESTORS INC1,972$1.34M0.25%013F-HRTimeline
DARA CAPITAL US, INC.1,972$1.34M1.19%13F-HRTimeline
POSTROCK PARTNERS LLC1,964$1.34M0.58%013F-HRTimeline
Chapman Investment Management, LLC1,962$1.34M0.98%013F-HRTimeline
Trust Co of Tennessee1,961$1.34M0.27%013F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.1,955$1.34M0.66%-14113F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…1,960$1.34M0.19%new13F-HRTimeline
EPG Wealth Management LLC1,956$1.33M0.36%+413F-HRTimeline
Bear Mountain Capital, Inc.1,926$1.33M0.43%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,951$1.33M0.14%-12513F-HRTimeline
Fund Advisors of America Inc/FL1,950$1.33M1.22%13F-HRTimeline
NOTTINGHAM ADVISORS, INC.1,949$1.33M0.19%-9513F-HRTimeline
Mezzasalma Advisors, LLC1,944$1.33M0.32%+20013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC1,945$1.33M0.04%+11113F-HRTimeline
Leisure Capital Management1,942$1.32M0.44%-17913F-HRTimeline
Cornerstone Financial Management LLC1,940$1.32M1.24%13F-HR/ATimeline
PATRICK M SWEENEY & ASSOCIATES, INC1,938$1.32M0.83%-2513F-HRTimeline
MBA Advisors LLC1,935$1.32M0.53%+37013F-HRTimeline
LANDAAS & CO /WI /ADV1,930$1.32M0.29%013F-HRTimeline
Windsor Advisory Group, LLC1,927$1.31M1.17%+11713F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,921$1.31M0.11%+12813F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,919$1.31M0.42%+37513F-HRTimeline
Sherman Asset Management, Inc.1,920$1.31M1.11%+1,86013F-HRTimeline
Texas Bank & Trust Co1,920$1.31M0.48%-3713F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC1,918$1.31M0.46%+2313F-HRTimeline
Boston Common Asset Management, LLC1,915$1.31M0.08%+1,34313F-HR/ATimeline
Milestones Private Investment Advisors …1,913$1.3M0.9%-7413F-HRTimeline
Apeiron RIA LLC1,875$1.3M0.26%-13713F-HRTimeline
Canvas Wealth Advisors, LLC1,911$1.3M0.22%+10613F-HRTimeline
Sterling Manor Financial, LLC1,909$1.3M0.81%-3113F-HRTimeline
CKW FINANCIAL GROUP1,904$1.3M0.14%+10213F-HRTimeline
Pine Haven Investment Counsel, Inc1,902$1.3M0.92%013F-HRTimeline
Syntegra Private Wealth Group, LLC1,901$1.3M0.12%+1913F-HRTimeline
SCRATCH CAPITAL LLC1,900$1.3M0.85%013F-HRTimeline
WealthPLAN Partners, LLC1,898$1.29M0.19%-1,84213F-HRTimeline
FCA CORP /TX1,896$1.29M0.36%013F-HRTimeline
Ankerstar Wealth, LLC1,886$1.29M1.28%13F-HRTimeline
Lombard Odier Asset Management (USA) Co…1,891$1.29M0.52%-2,49213F-HRTimeline
OPAL CAPITAL LLC1,858$1.29M0.32%13F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC1,889$1.29M0.17%-713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WESPAC Advisors, LLC1,887$1.29M0.7%-3213F-HRTimeline
Peak Retirement Planning, Inc.1,884$1.28M0.3%+1,09513F-HRTimeline
Measured Risk Portfolios, Inc.1,883$1.28M1.48%-12513F-HRTimeline
Millstone Evans Group, LLC1,882$1.28M0.76%013F-HRTimeline
Strategies Wealth Advisors, LLC1,877$1.28M0.13%+4913F-HRTimeline
Frederick Financial Consultants, LLC1,875$1.28M0.7%-48213F-HRTimeline
Smith Thornton Advisors LLC1,875$1.28M0.65%013F-HRTimeline
Godshalk Welsh Capital Management, Inc.1,875$1.28M0.73%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,874$1.28M0.25%013F-HRTimelineGroup
Centerpoint Advisors, LLC1,871$1.28M0.39%013F-HRTimeline
Park Square Financial Group, LLC2,168$1.27M7.54%-30213F-HRTimeline
MONETARY MANAGEMENT GROUP INC1,860$1.27M0.29%-50513F-HRTimeline
COOKSON PEIRCE & CO INC1,857$1.27M0.05%-21213F-HRTimeline
Trademark Financial Management, LLC1,857$1.27M0.7%-6413F-HRTimeline
Palogic Value Management, L.P.1,855$1.26M0.54%013F-HRTimeline
THEORY FINANCIAL LLC1,821$1.26M0.42%+1313F-HRTimeline
Vernal Point Advisors, LLC1,844$1.26M0.52%013F-HRTimeline
Rise Advisors, LLC1,849$1.26M0.45%-4313F-HRTimeline
Cladis Investment Advisory, LLC1,847$1.26M0.69%-713F-HRTimeline
Garner Asset Management Corp1,846$1.26M0.48%+313F-HRTimeline
Plan A Wealth LLC1,845$1.26M0.62%+60813F-HRTimeline
Silver Oak Advisory Group, Inc.1,841$1.25M0.57%+1513F-HRTimeline
Foster Group, Inc.1,840$1.25M0.04%+11713F-HRTimeline
VALICENTI ADVISORY SERVICES INC1,838$1.25M0.26%+7913F-HRTimeline
Ewing Morris & Co. Investment Partners …1,803$1.25M0.54%013F-HRTimeline
DOVER ADVISORS, LLC1,825$1.25M0.48%+9013F-HRTimeline
BancFirst Trust & Investment Management1,816$1.25M0.51%-4013F-HRTimeline
White Knight Strategic Wealth Advisors,…1,827$1.25M0.91%-16113F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO1,825$1.24M0.17%-25213F-HRTimeline
DecisionMap Wealth Management, LLC1,823$1.24M0.77%013F-HRTimeline
BDFS Capital LLC1,814$1.24M0.63%13F-HRTimeline
Oak Wealth Advisors LLC1,818$1.24M0.71%+4313F-HRTimeline
Sage Investment Advisers LLC1,817$1.24M0.93%13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …1,812$1.24M1.79%+1,00713F-HRTimeline
ISTHMUS PARTNERS, LLC1,812$1.24M0.14%013F-HRTimeline
MYECFO, LLC1,812$1.24M0.52%+213F-HRTimeline
Laurel Wealth Planning LLC1,812$1.24M0.68%+1313F-HRTimeline
Three Magnolias Financial Advisors, LLC1,807$1.23M0.77%+4013F-HRTimeline
Fiduciary Group, LLC1,806$1.23M0.1%-3613F-HRTimeline
Whalen Wealth Management Inc.1,800$1.23M0.66%-3213F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors1,799$1.23M0.71%+29313F-HRTimelineGroup
ADVISORY RESEARCH INC1,798$1.23M0.15%+92513F-HRTimeline
AJ Advisors, LLC1,794$1.22M0.45%+3613F-HRTimeline
WLTH Capital Management, LLC1,791$1.22M0.94%13F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,790$1.22M0.05%+8813F-HRTimelineGroup
Z3 Capital Partners, LLC1,789$1.22M0.29%13F-HRTimeline
Marion Wealth Management1,768$1.22M0.27%-19613F-HRTimeline
Tanglewood Wealth Management, Inc.1,784$1.22M0.11%-59013F-HRTimeline
Bogart Wealth, LLC1,784$1.22M0.05%+79413F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,778$1.21M0.25%+2013F-HRTimeline
HTG Investment Advisors, Inc.1,777$1.21M0.37%013F-HRTimeline
VISTA INVESTMENT MANAGEMENT1,777$1.21M0.4%-413F-HRTimeline
Passive Capital Management, LLC.1,773$1.21M0.38%-2513F-HRTimeline
Clarion Wealth Managment Partners, LLC1,772$1.21M1.12%+213F-HRTimeline
Financial Advisory Corp1,771$1.21M0.18%-2413F-HRTimeline
Dominguez Wealth Management Solutions, …1,769$1.21M0.74%+213F-HRTimeline
Delta Wealth Advisors LLC1,769$1.21M1.01%013F-HRTimeline
ONE Advisory Partners, LLC1,768$1.21M0.36%+513F-HRTimeline
Unison Asset Management LLC1,768$1.21M0.54%013F-HRTimeline
COFG Advisors, LLC1,764$1.2M0.3%13F-HRTimeline
Vermillion Wealth Management, Inc.1,756$1.2M0.49%+5513F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc1,752$1.19M0.62%-6813F-HRTimeline
Wescott Financial Advisory Group, LLC1,752$1.19M0.1%-813F-HRTimeline
Opes Wealth Management LLC1,748$1.19M0.2%+4813F-HRTimeline
Visionary Horizons, LLC1,747$1.19M0.62%+6213F-HRTimeline
Intergy Private Wealth, LLC1,739$1.19M0.36%+5713F-HRTimeline
Live Oak Private Wealth LLC1,735$1.18M0.16%+113F-HRTimeline
Goldstream Capital Management Ltd1,732$1.18M0.49%+86613F-HRTimeline
Reflection Asset Management1,713$1.18M0.84%13F-HRTimeline
DKM Wealth Management, Inc.1,721$1.17M0.88%+1013F-HRTimeline
Penbrook Management LLC1,720$1.17M0.81%-7513F-HRTimeline
Briaud Financial Planning Inc1,719$1.17M0.29%+75713F-HRTimeline
Prosperitas Financial LLC1,717$1.17M0.46%-213F-HRTimeline
August Group Capital Ltd1,707$1.16M1.29%13F-HRTimeline
United Community Bankin group United Community Bank1,706$1.16M0.44%+23813F-HRTimelineGroup
Prospect Financial Group LLC1,706$1.16M1.08%013F-HRTimeline
RVW Wealth, LLC1,705$1.16M0.09%+89213F-HRTimeline
Prostatis Group LLC1,701$1.16M0.28%-4613F-HRTimeline
J. Team Financial, Inc.1,699$1.16M1.16%-6013F-HRTimeline
Compass Financial Services Inc1,698$1.16M0.5%-6413F-HRTimeline
AMARA FINANCIAL, LLC.1,698$1.16M0.8%+513F-HRTimeline
POINCIANA ADVISORS GROUP, LLC1,697$1.16M0.91%+9513F-HRTimeline
BALLAST ADVISORS LLC1,696$1.16M0.32%-46313F-HRTimeline
Key Capital Management, INC1,694$1.16M1.14%13F-HRTimeline
United Financial Planning Group LLC1,692$1.15M0.7%+70913F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…1,689$1.15M0.09%+95913F-HRTimeline
Strategic Investment Advisors / MI1,684$1.15M0.1%+7713F-HRTimeline
TTP Investments, Inc.1,679$1.14M0.37%+31313F-HRTimeline
Powers Advisory Group, LLC1,676$1.14M0.43%013F-HRTimeline
Quantum Private Wealth, LLC1,675$1.14M0.33%013F-HRTimeline
17 CAPITAL PARTNERS, LLC1,669$1.14M0.59%+42413F-HRTimeline
Johnson & White Wealth Management, LLC1,668$1.14M0.5%-11213F-HRTimeline
McDonough Capital Management, Inc1,664$1.13M0.56%-1113F-HRTimeline
Summa Corp.1,660$1.13M0.49%-9713F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV1,657$1.13M0.18%+36413F-HRTimeline
Collaborative Wealth Managment Inc.1,653$1.13M0.4%+6613F-HRTimeline
626 Financial, LLC1,653$1.13M0.49%+113F-HRTimeline
Galvin, Gaustad & Stein, LLC1,652$1.13M0.09%+113F-HRTimeline
Guardian Capital, LLC1,652$1.13M1.01%13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC1,649$1.12M0.72%13F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …1,649$1.12M0.15%-913F-HRTimeline
Elevated Private Wealth, LLC1,648$1.12M1.17%13F-HRTimeline
Massar Capital Management, LP1,648$1.12M0.22%new13F-HRTimeline
Providence Capital Advisors, LLC1,647$1.12M0.19%013F-HRTimeline
Gen-Wealth Partners Inc262,233$1.12M0.36%+260,98713F-HRTimeline
VSM Wealth Advisory, LLC1,641$1.12M0.34%+113F-HRTimeline
Eaton Financial Holdings Company, LLC1,639$1.12M0.3%+52513F-HRTimeline
Mason & Associates Inc1,637$1.12M0.21%+73313F-HRTimeline
Cetera Trust Company, N.A1,636$1.12M0.6%013F-HRTimeline
Bedell Frazier Investment Counselling, …1,633$1.11M0.21%+45113F-HRTimeline