Skip to content
Disclosery

SPY STATE STR SPDR S&P 500 ETF T

Follow

SHS (fund), issuer CIK 884394

4,554 managers (4,604 13F filers) reported a position in SPY shares at 2026-03-31, 568,285,245 shares in all. 125 filers opened a position and 177 filers sold out during the quarter.

Managers
4,554
13F filers
4,604
New
125
Added
1,721
Reduced
2,038
Sold out
177
Shares held by filers
568,285,245

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
INDEPENDENT INVESTORS INC1,972$1.28M0.25%013F-HRTimeline
DARA CAPITAL US, INC.1,972$1.28M1.22%013F-HRTimeline
Legacy Private Trust Co.1,968$1.28M0.08%-1,08813F-HRTimeline
Carter Financial Group, INC.1,967$1.28M0.79%-913F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,963$1.28M0.31%+1,01513F-HRTimeline
Chapman Investment Management, LLC1,962$1.28M1.05%013F-HRTimeline
Trust Co of Tennessee1,961$1.28M0.24%013F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.1,955$1.27M0.64%013F-HRTimeline
Burton Enright Welch1,959$1.27M0.17%-10413F-HRTimeline
HF Advisory Group, LLC1,957$1.27M0.43%-2613F-HRTimeline
Aegis Wealth Management, Inc.1,952$1.27M1%+44913F-HRTimeline
COOKSON PEIRCE & CO INC1,952$1.27M0.05%+9513F-HRTimeline
Navigation Group, LLC1,951$1.27M0.3%13F-HRTimeline
Mezzasalma Advisors, LLC1,947$1.27M0.32%+313F-HRTimeline
Strathmore Capital Advisors, Inc.1,773$1.27M0.36%+91413F-HRTimeline
Cornerstone Financial Management LLC1,940$1.26M1.16%013F-HR/ATimeline
PRIVATE MANAGEMENT GROUP INC1,937$1.26M0.04%-813F-HRTimeline
Rise Advisors, LLC1,917$1.26M0.44%+6813F-HRTimeline
LANDAAS & CO /WI /ADV1,930$1.26M0.28%013F-HRTimeline
Investment Research Partners LLC1,928$1.25M0.51%-7213F-HRTimeline
Leslie Global Wealth, LLC1,927$1.25M0.66%-66913F-HRTimeline
Avail Investment Partners, LLC1,927$1.25M1.34%13F-HRTimeline
CKW FINANCIAL GROUP1,907$1.25M0.14%+313F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,921$1.25M0.37%+33713F-HRTimeline
Financial Alternatives, Inc1,922$1.25M0.67%-17313F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,919$1.25M0.39%013F-HRTimeline
Discipline Wealth Solutions, LLC1,915$1.25M0.13%+45613F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,913$1.24M0.81%-19913F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC1,908$1.24M0.8%-3013F-HRTimeline
Michael J. Porro & Co. Financial Adviso…1,907$1.24M0.97%-15513F-HRTimeline
Pacific Asset Management, LLC1,905$1.24M0.69%-19613F-HRTimeline
Bogart Wealth, LLC1,903$1.24M0.05%+11913F-HRTimeline
SCRATCH CAPITAL LLC1,900$1.24M0.71%013F-HRTimeline
FCA CORP /TX1,896$1.23M0.35%013F-HRTimeline
Leisure Capital Management1,885$1.23M0.43%-5713F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,885$1.23M0.13%-6613F-HRTimeline
Level Financial Advisors1,884$1.22M0.31%-38313F-HRTimeline
Sterling Manor Financial, LLC1,882$1.22M0.77%-2713F-HRTimeline
INSPIRE TRUST CO, N.A.1,882$1.22M0.19%-5,98913F-HRTimeline
Massar Capital Management, LP1,880$1.22M0.24%+23213F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…1,878$1.22M0.18%-8213F-HRTimeline
Smith Thornton Advisors LLC1,875$1.22M0.61%013F-HRTimeline
Godshalk Welsh Capital Management, Inc.1,875$1.22M0.71%013F-HRTimeline
Millstone Evans Group, LLC1,869$1.22M0.73%-1313F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc1,867$1.21M0.65%+11513F-HRTimeline
Centerpoint Advisors, LLC1,865$1.21M0.39%-613F-HRTimeline
MONETARY MANAGEMENT GROUP INC1,860$1.21M0.29%013F-HRTimeline
Apeiron RIA LLC1,855$1.21M0.28%-2013F-HRTimeline
Palogic Value Management, L.P.1,855$1.21M0.53%013F-HRTimeline
Silver Oak Advisory Group, Inc.1,852$1.2M0.52%+1113F-HRTimeline
Trademark Financial Management, LLC1,850$1.2M0.59%-713F-HRTimeline
WealthTrust Axiom LLC1,850$1.2M0.3%+28113F-HRTimeline
DOVER ADVISORS, LLC1,844$1.2M0.5%+1913F-HRTimeline
Freedom Investment Management, Inc.1,850$1.2M0.36%+21913F-HRTimeline
Vernal Point Advisors, LLC1,844$1.2M0.49%013F-HRTimeline
Clear Trail Advisors, LLC1,848$1.2M0.2%-60113F-HRTimeline
Cladis Investment Advisory, LLC1,847$1.2M0.66%013F-HRTimeline
BDFS Capital LLC1,840$1.2M0.58%+2613F-HRTimeline
Souders Financial Advisors1,839$1.2M0.14%-58513F-HRTimeline
Plan A Wealth LLC1,837$1.19M0.57%-813F-HRTimeline
Sage Investment Advisers LLC1,819$1.19M0.88%+213F-HRTimeline
Garner Asset Management Corp1,829$1.19M0.47%-1713F-HRTimeline
RAM Investment Partners, LLC1,821$1.18M0.21%+28813F-HRTimeline
Milestones Private Investment Advisors …1,819$1.18M1.04%-9413F-HRTimeline
Oak Wealth Advisors LLC1,818$1.18M0.65%013F-HRTimeline
Cypress Point Wealth Management, LLC1,816$1.18M0.25%+46813F-HRTimeline
AJ Advisors, LLC1,815$1.18M0.44%+2113F-HRTimeline
ISTHMUS PARTNERS, LLC1,812$1.18M0.12%013F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC1,810$1.18M0.16%-7913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
THEORY FINANCIAL LLC1,806$1.17M0.41%-1513F-HRTimeline
Fiduciary Group, LLC1,802$1.17M0.1%-413F-HRTimeline
Ballast, Inc.1,801$1.17M0.27%+54013F-HRTimeline
POSTROCK PARTNERS LLC1,800$1.17M0.54%-16413F-HRTimeline
Z3 Capital Partners, LLC1,790$1.16M0.29%+113F-HRTimeline
Marion Wealth Management1,785$1.16M0.26%+1713F-HRTimeline
Key Capital Management, INC1,785$1.16M0.77%+9113F-HRTimeline
WEST MICHIGAN ADVISORS, LLC1,778$1.16M0.25%+24313F-HRTimeline
Laurel Wealth Planning LLC1,777$1.16M0.61%-3513F-HRTimeline
HTG Investment Advisors, Inc.1,777$1.16M0.33%013F-HRTimeline
VISTA INVESTMENT MANAGEMENT1,777$1.16M0.39%013F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,776$1.15M0.09%-14513F-HRTimeline
Passive Capital Management, LLC.1,773$1.15M0.34%013F-HRTimeline
BARLOW WEALTH PARTNERS, LLC1,622$1.15M0.13%+1913F-HRTimeline
COFG Advisors, LLC1,769$1.15M0.28%+513F-HRTimeline
VALICENTI ADVISORY SERVICES INC1,768$1.15M0.25%-7013F-HRTimeline
Unison Asset Management LLC1,768$1.15M0.53%013F-HRTimeline
Align Financial, LLC1,766$1.15M0.65%-1,198,45113F-HRTimeline
Adelphi Trust Co1,766$1.15M0.93%new13F-HRTimeline
Financial Security Advisor, Inc.1,760$1.15M0.21%-28913F-HRTimeline
BancFirst Trust & Investment Management1,816$1.15M0.51%013F-HRTimeline
MYECFO, LLC1,764$1.15M0.48%-4813F-HRTimeline
ONE Advisory Partners, LLC1,763$1.15M0.35%-513F-HRTimeline
Syntegra Private Wealth Group, LLC1,762$1.15M0.11%-13913F-HRTimeline
Narwhal Capital Management1,762$1.15M0.08%-28513F-HRTimeline
WELLINGTON-ALTUS USA INC.1,532$1.14M0.67%+24213F-HRTimeline
Silver Grove Financial Group, Inc.1,754$1.14M0.92%-33213F-HRTimeline
Dominguez Wealth Management Solutions, …1,754$1.14M0.69%-1513F-HRTimeline
Wescott Financial Advisory Group, LLC1,753$1.14M0.1%+113F-HRTimeline
Bullock Wealth Management Group1,740$1.14M0.57%+14013F-HRTimeline
EagleClaw Capital Managment, LLC1,747$1.14M0.16%+12013F-HRTimeline
Gilman Hill Asset Management, LLC1,745$1.13M0.17%-81813F-HRTimeline
August Group Capital Ltd1,745$1.13M1.32%+3813F-HRTimeline
DKM Wealth Management, Inc.1,743$1.13M0.82%+2213F-HRTimeline
Ridge Creek Global, Inc1,738$1.13M0.96%+22513F-HRTimeline
Strategies Wealth Advisors, LLC1,737$1.13M0.11%-14013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.1,735$1.13M0.04%-1,595,47113F-HR/ATimelineGroup
Financial Advisory Corp1,735$1.13M0.16%-3613F-HRTimeline
Intergy Private Wealth, LLC1,734$1.13M0.33%-513F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV1,729$1.12M0.15%+7213F-HRTimeline
Opes Wealth Management LLC1,728$1.12M0.19%-2013F-HRTimeline
Three Magnolias Financial Advisors, LLC1,725$1.12M0.71%-8213F-HRTimeline
Live Oak Private Wealth LLC1,725$1.12M0.16%-1013F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…1,718$1.12M0.09%+2913F-HRTimeline
Vermillion Wealth Management, Inc.1,717$1.12M0.44%-3913F-HRTimeline
Eagle Bluffs Wealth Management LLC1,707$1.11M0.43%-77613F-HRTimeline
Cetera Trust Company, N.A1,711$1.11M0.63%+7513F-HRTimeline
Compass Financial Services Inc1,707$1.11M0.48%+913F-HRTimeline
Walser Wealth Management Company, A Ltd…1,707$1.11M0.5%+27513F-HRTimeline
Prospect Financial Group LLC1,706$1.11M1.02%013F-HRTimeline
AMARA FINANCIAL, LLC.1,703$1.11M0.76%+513F-HRTimeline
Cheviot Value Management, LLC1,701$1.11M0.11%+52213F-HRTimeline
WLTH Capital Management, LLC1,701$1.11M0.87%-9013F-HR/ATimeline
White Knight Strategic Wealth Advisors,…1,697$1.1M0.93%-13013F-HRTimeline
POINCIANA ADVISORS GROUP, LLC1,697$1.1M0.87%013F-HRTimeline
RIVERBRIDGE PARTNERS LLC1,694$1.1M0.03%new13F-HRTimeline
TTP Investments, Inc.1,688$1.1M0.46%+913F-HRTimeline
Whalen Wealth Management Inc.1,687$1.1M0.59%-11313F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,683$1.09M0.3%-75413F-HR/ATimeline
Prosperitas Financial LLC1,682$1.09M0.41%-3513F-HRTimeline
AVALON CAPITAL MANAGEMENT1,679$1.09M0.31%-79113F-HRTimeline
Powers Advisory Group, LLC1,676$1.09M0.38%013F-HRTimeline
Quantum Private Wealth, LLC1,675$1.09M0.34%013F-HRTimeline
Carrera Capital Advisors1,667$1.09M0.17%+65913F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1,674$1.09M0.97%13F-HRTimeline
Foster Group, Inc.1,672$1.09M0.03%-16813F-HRTimeline
Cornerstone Planning Group LLC1,502$1.09M0.15%+11013F-HRTimeline
Turn8 Private Wealth Inc.1,670$1.09M0.68%-4,29813F-HRTimeline
Gen-Wealth Partners Inc262,239$1.08M0.34%+613F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC1,663$1.08M0.35%+86313F-HRTimeline
Measured Risk Portfolios, Inc.1,662$1.08M1.19%-22113F-HRTimeline
Arbor Investment Advisors, LLC1,659$1.08M0.14%-1,31213F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC1,648$1.07M0.37%+3313F-HRTimeline
Providence Capital Advisors, LLC1,647$1.07M0.17%013F-HRTimeline
Waterford Advisors, LLC1,692$1.07M0.34%+36013F-HRTimeline
VSM Wealth Advisory, LLC1,643$1.07M0.32%+213F-HRTimeline
Xcel Wealth Management, LLC1,642$1.07M0.3%+19513F-HRTimeline
Strategic Financial Services, Inc.1,641$1.07M0.05%+30813F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC1,553$1.07M0.46%013F-HRTimeline
Mirabaud & Cie SA1,627$1.06M0.43%new13F-HRTimeline
Mason & Associates Inc1,670$1.06M0.2%+3313F-HRTimeline
Stack Financial Management, Inc1,620$1.05M0.08%+31613F-HRTimeline
Heck Capital Advisors, LLC1,613$1.05M0.08%new13F-HRTimeline
Bedell Frazier Investment Counselling, …1,613$1.05M0.21%-2013F-HRTimeline
McDonough Capital Management, Inc1,612$1.05M0.57%-5213F-HRTimeline
Navalign, LLC1,612$1.05M0.26%-813F-HRTimeline
INVESTMENT PARTNERS, LTD.1,611$1.05M0.37%+19413F-HRTimeline
Penbrook Management LLC1,605$1.04M0.79%-11513F-HRTimeline
United Bank1,604$1.04M0.35%+2313F-HRTimeline
Stirlingshire Investments, Inc.1,600$1.04M0.91%+57413F-HRTimeline
Frederick Financial Consultants, LLC1,603$1.04M0.52%-27213F-HRTimeline
RiverFront Investment Group, LLC1,593$1.04M0.02%013F-HRTimeline
Galvin, Gaustad & Stein, LLC1,588$1.03M0.08%-6413F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.1,583$1.03M0.14%-2,21413F-HRTimeline
LAWOOD & CO1,582$1.03M0.95%013F-HRTimeline
PFG Private Wealth Management, LLC1,579$1.03M0.44%013F-HRTimeline
Texas Bank & Trust Co1,579$1.03M0.39%-34113F-HRTimeline
Alamar Capital Management, LLC1,574$1.03M0.63%+113F-HRTimeline
Trivant Custom Portfolio Group, LLC1,578$1.03M0.56%-1713F-HRTimeline
Infinity Wealth Counsel, LLC1,575$1.02M0.94%013F-HRTimeline
Eagle Bay Advisors LLC1,570$1.02M0.9%+13313F-HRTimeline
Stonebridge Capital Advisors LLC1,573$1.02M0.07%+10813F-HRTimeline
Briaud Financial Planning Inc1,572$1.02M0.27%-14713F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,570$1.02M0.51%-2713F-HRTimeline
McElhenny Sheffield Capital Management,…1,566$1.02M0.25%-53,75013F-HRTimeline
Johnson & White Wealth Management, LLC1,566$1.02M0.43%-10213F-HRTimeline
Birchcreek Wealth Management, LLC1,565$1.02M0.49%+113F-HRTimeline
Cadia Private Client LLC1,561$1.02M0.82%013F-HRTimeline
Dixon Mitchell Investment Counsel Inc.1,552$1.01M0.04%013F-HRTimeline
Delta Wealth Advisors LLC1,551$1.01M0.77%-21813F-HRTimeline
Avondale Wealth Management1,551$1.01M0.5%+91913F-HRTimeline
Milestone Asset Management Group, LLC1,550$1.01M0.59%-4913F-HRTimeline
PW Nova Financial Services LLC1,546$1.01M0.25%+1,11113F-HRTimeline
Grant Street Asset Management, Inc.1,543$1M0.19%+16513F-HRTimeline
GHP Investment Advisors, Inc.1,540$1M0.04%+1913F-HRTimeline
Center For Asset Management LLC1,533$999K0.5%+7013F-HRTimeline
Graney & King, LLC1,535$998K0.54%+413F-HRTimeline
44 WEALTH MANAGEMENT LLC1,535$998K0.35%+56413F-HRTimeline
BALLAST ADVISORS LLC1,534$998K0.29%-16213F-HR/ATimeline
Hurlow Wealth Management Group, Inc.1,534$997K0.24%-213F-HRTimeline
BCI SECURITIES, INC.1,532$996K9.82%-52413F-HRTimeline
Truvestments Capital LLC1,530$995K0.18%+59613F-HRTimeline
Ted Buchan & Co1,528$994K0.36%+10513F-HRTimeline
Peak Wealth Management LLC1,523$990K0.81%013F-HRTimeline
Retirement Solution LLC1,523$990K0.23%-58713F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC1,521$990K0.18%+1013F-HRTimeline
CIM, LLC1,518$987K0.14%-9413F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC1,517$986K0.3%+10113F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC1,372$986K0.35%+16213F-HRTimeline
Bosman Wealth Management, LLC1,511$983K0.86%013F-HRTimeline
Alpha Financial Advisors, LLC1,510$982K0.3%-5013F-HRTimeline