Skip to content
Disclosery

SPY STATE STR SPDR S&P 500 ETF T

Follow

SHS (fund), issuer CIK 884394

Filings received so far for Q3 2026: 564 13F filers report a position in SPY shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Insight Wealth Strategies, LLC6,470$4.93M0.49%+5613F-HRTimeline
Castleview Partners, LLC6,414$4.89M2.14%+6613F-HRTimeline
Mengis Capital Management, Inc.6,386$4.87M0.72%-7513F-HRTimeline
Cooksen Wealth, LLC6,255$4.87M2.98%013F-HRTimeline
Edge Wealth Management LLC6,279$4.81M0.72%+20113F-HRTimeline
Prism Advisors, Inc.6,199$4.8M1.2%-15613F-HRTimeline
Graves Light Lenhart Wealth, Inc.6,251$4.77M0.45%-31913F-HRTimeline
Spinnaker Investment Group, LLC6,125$4.67M0.74%+12113F-HRTimeline
FCG Investment Co6,004$4.58M1.51%-16,48313F-HRTimeline
Weaver Consulting Group5,951$4.54M0.88%+3613F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC5,896$4.5M1.15%-15213F-HRTimeline
Crumly & Associates Inc.5,867$4.47M0.79%+21413F-HRTimeline
IFS Advisors, LLC5,826$4.44M1.34%new13F-HRTimeline
FAGAN ASSOCIATES, INC.5,824$4.44M0.52%-513F-HRTimeline
Patriot Financial Group Insurance Agenc…5,736$4.37M0.42%+28913F-HRTimeline
Wynn Capital, LLC5,734$4.37M1.94%-4513F-HRTimeline
PARK NATIONAL CORP /OH/5,717$4.36M0.12%+4413F-HRTimeline
Greenfield Savings Bank5,710$4.35M1.65%-1713F-HRTimeline
Regent Peak Wealth Advisors LLC5,704$4.35M0.75%-33913F-HRTimeline
Breakwater Capital Group5,678$4.33M0.51%+6913F-HRTimeline
Ulrich Consultants & Investment Group, …5,592$4.26M4.26%13F-HRTimeline
Cooper Financial Group5,582$4.26M0.34%+7913F-HRTimeline
Prosperity Planning, Inc.5,557$4.24M0.94%-37013F-HRTimeline
Consilium Wealth Advisory, LLC5,520$4.21M1.24%+90713F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC5,510$4.2M0.48%-10413F-HRTimeline
Investors Research Corp5,495$4.19M0.74%+2,74313F-HRTimeline
Windsor Capital Management, LLC5,465$4.17M1.07%-16213F-HRTimeline
JGP Wealth Management, LLC5,439$4.15M0.37%+313F-HRTimeline
Realta Investment Advisors5,412$4.13M1.21%-4013F-HRTimeline
JM2 Capital Inc.5,406$4.12M2.73%+29913F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC5,400$4.12M0.37%+313F-HRTimeline
DAVIDSON TRUST CO5,079$3.87M1.53%+11013F-HRTimeline
EPIQ PARTNERS, LLC5,054$3.85M1.66%+613F-HRTimeline
Mirador Capital Partners LP5,027$3.83M0.45%+3913F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department5,013$3.82M1.67%-8913F-HRTimelineGroup
Rydar Equities, Inc.4,843$3.76M1.94%+24113F-HRTimeline
Hilltop National Bank4,880$3.72M0.8%-20713F-HRTimeline
Integrated Financial Solutions, Inc.4,858$3.71M1.9%-15313F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.4,778$3.64M0.37%+42613F-HRTimeline
Value Investment Professionals, LLC4,776$3.64M3.17%+913F-HRTimeline
Financial Enhancement Group LLC4,668$3.63M0.42%-21513F-HRTimeline
ARMSTRONG HENRY H ASSOCIATES INC4,742$3.62M0.32%+113F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA4,737$3.61M0.24%+1,22513F-HRTimeline
Asset Allocation & Management Company, …4,631$3.53M1.1%013F-HRTimeline
Calder Financial LLC4,609$3.51M3.36%-2613F-HRTimeline
MITCHELL SINKLER & STARR/PA4,560$3.48M1.41%+1513F-HRTimeline
Intelligence Driven Advisers, LLC4,532$3.46M0.6%-16213F-HRTimeline
OMNI 360 Wealth, Inc.4,521$3.45M1.56%+6713F-HRTimeline
Harbour Capital Advisors, LLC4,499$3.43M0.63%013F-HRTimeline
Affinity Capital Advisors, LLC4,404$3.43M0.4%-6113F-HRTimeline
Bangor Savings Bank4,490$3.42M0.26%-60513F-HRTimeline
Arbor Wealth Advisors LLC4,441$3.39M2.11%013F-HRTimeline
Private Capital Advisors, Inc.4,369$3.33M0.29%+4313F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC4,299$3.28M0.05%+34413F-HRTimelineGroup
Shaker Financial Services, LLC4,286$3.28M1.08%-413F-HRTimeline
GoalVest Advisory LLC721,104$3.25M0.56%+717,33413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,218$3.22M0.38%013F-HRTimeline
Green Ridge Wealth Planning LLC4,172$3.18M1.28%+3113F-HRTimeline
Stone Summit Wealth LLC4,145$3.16M0.85%-4513F-HRTimeline
CapWealth Advisors, LLC4,126$3.15M0.24%+78213F-HRTimeline
General Partner, Inc.4,088$3.12M1.67%013F-HRTimeline
Longview Financial Advisors, Inc.4,049$3.09M1.77%-43413F-HRTimeline
Fulton Bank, N.A.4,023$3.07M0.09%+30013F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC4,004$3.05M1.47%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC3,990$3.04M0.21%+5113F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC3,959$3.02M0.11%+42913F-HRTimeline
Freestate Advisors LLC3,932$3M2.31%-1,02613F-HRTimeline
Olistico Wealth, LLC3,932$3M1.25%-313F-HRTimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC3,931$3M0.07%013F-HRTimeline
First County Bank /CT/3,921$2.99M1.38%-1013F-HRTimeline
Upper Left Wealth Management, LLC3,917$2.99M1.55%+73913F-HRTimeline
Williams & Novak Wealth Management, LLC3,866$2.95M1.77%+9913F-HRTimeline
Able Wealth Management LLC3,766$2.92M0.64%-19013F-HRTimeline
Sugar Maple Asset Management, LLC3,803$2.9M1.65%-25013F-HRTimeline
Tactive Advisors, LLC3,776$2.88M0.69%-74813F-HRTimeline
Heck Capital Advisors, LLC3,718$2.84M0.16%+2,10413F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC3,725$2.84M1.71%-2513F-HRTimeline
Grove Street Fiduciary, LLC3,651$2.78M1.26%013F-HRTimeline
RTD Financial Advisors, Inc.3,645$2.78M0.3%-11513F-HRTimeline
Sendero Wealth Management, LLC3,548$2.71M0.27%+1,79713F-HRTimeline
Roberts Wealth Advisors, LLC3,516$2.68M0.6%-11813F-HRTimeline
Schorn Wealth LLC3,492$2.66M0.69%-38613F-HRTimeline
ENTREWEALTH, LLC3,478$2.65M0.95%+1,16513F-HRTimeline
Diesslin Group, Inc.3,470$2.65M1.03%+15313F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp3,457$2.64M0.32%+93013F-HRTimelineGroup
Violich Capital Management, Inc.3,444$2.63M0.28%+6313F-HRTimeline
Great Diamond Partners, LLC3,388$2.58M0.43%+61813F-HRTimeline
Trinity Wealth Management, LLC3,378$2.58M0.82%new13F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC3,358$2.56M1.65%-10713F-HRTimeline
BLVD Private Wealth, LLC3,358$2.56M1.9%-9713F-HRTimeline
Ebert Capital Management Inc.3,323$2.53M2.2%-813F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.3,259$2.49M0.14%-1313F-HRTimelineGroup
CHAPIN DAVIS, INC.3,220$2.46M0.47%-11913F-HRTimeline
Wealth Group Ltd3,174$2.44M0.45%+3713F-HRTimeline
Whalen Wealth Management Inc.3,070$2.34M1%+1,39013F-HRTimeline
21 West Wealth Management LLC3,069$2.34M2.03%013F-HRTimeline
Heartwood Wealth Advisors LLC3,056$2.33M0.18%013F-HRTimeline
Strategic Advisors LLC3,017$2.3M0.48%-17213F-HRTimeline
HALL LAURIE J TRUSTEE3,016$2.3M0.73%+3913F-HRTimeline
Richard P Slaughter Associates Inc2,968$2.26M0.45%+2,91113F-HRTimeline
Hippocratic Financial Advisors, LLC2,957$2.26M0.89%-2213F-HRTimeline
Portus Wealth Advisors, LLC2,904$2.21M1.82%-10313F-HRTimeline
Silverleafe Capital Partners, LLC2,845$2.17M0.62%+3113F-HRTimeline
Plan A Wealth LLC2,824$2.15M0.77%+81913F-HRTimeline
Gladwyn Financial Advisors, Inc.2,726$2.08M1.33%-3613F-HRTimeline
Bill Few Associates, Inc.2,692$2.05M0.43%-25913F-HRTimeline
Cambridge Financial Group, LLC2,721$2.03M0.64%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC2,644$2.02M0.11%-10013F-HRTimeline
Everhart Financial Group, Inc.2,574$1.96M0.12%+5313F-HRTimeline
Centurion Wealth Management LLC2,573$1.96M0.47%-8613F-HRTimeline
Meridian Financial Advisors, LLC2,545$1.94M0.91%-6613F-HRTimeline
Altus Wealth Management, LLC2,541$1.94M0.74%013F-HRTimeline
Friday Financial2,502$1.91M0.38%+2,20013F-HRTimeline
Gilman Hill Asset Management, LLC2,495$1.9M0.27%+52213F-HRTimeline
Ulland Investment Advisors, LLC2,463$1.88M1.32%-3913F-HRTimeline
Lodestone Wealth Management LLC2,456$1.87M0.63%+1,01513F-HRTimeline
Gouws Capital LLC2,400$1.83M0.87%013F-HRTimeline
SMI Advisory Services, LLC2,334$1.82M0.29%+113F-HRTimeline
Adelphi Trust Co2,310$1.76M1.16%+51413F-HRTimeline
Davis Capital Management2,306$1.76M1.05%-613F-HRTimeline
RFG - Bristol Wealth Advisors, LLC2,281$1.74M0.41%+513F-HRTimeline
First PREMIER Bank2,229$1.7M0.27%-1013F-HRTimeline
Beacon Wealthcare LLC2,224$1.7M0.54%+213F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX2,217$1.69M0.33%-1013F-HRTimeline
Wealth Alliance Advisory Group, LLC2,213$1.69M0.24%-7213F-HRTimeline
DEFINE FINANCIAL, LLC2,208$1.68M0.7%+22513F-HRTimeline
Capital Investment Counsel, LLC2,189$1.67M0.21%-35213F-HRTimeline
Global Wealth Strategies & Associates2,152$1.64M0.3%013F-HRTimeline
Exchange Bank2,112$1.61M1%-10213F-HRTimeline
Baring Financial LLC2,097$1.6M0.86%-1113F-HRTimeline
SACKS & ASSOCIATES, LLC2,057$1.57M1.1%013F-HRTimeline
Ring Mountain Capital, LLC2,054$1.57M0.64%013F-HRTimeline
Investment Partners Asset Management, I…2,021$1.54M0.84%-313F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,998$1.52M0.3%-2213F-HRTimeline
WealthBridge Investment Counsel Inc.1,993$1.52M0.4%-5513F-HRTimeline
Capital Advantage, Inc.1,990$1.52M0.18%-9613F-HRTimeline
CONGRESS ASSET MANAGEMENT CO1,978$1.51M0.01%-1,40213F-HRTimeline
Foster Group, Inc.1,976$1.51M0.04%+313F-HRTimeline
LINCOLN CAPITAL CORP1,970$1.5M0.49%-5113F-HRTimeline
HF Advisory Group, LLC1,956$1.49M0.44%-2613F-HRTimeline
ATWOOD & PALMER INC1,954$1.49M0.08%-8713F-HRTimeline
SL ADVISORS, LLC1,947$1.48M2.9%013F-HRTimeline
Dominguez Wealth Management Solutions, …1,922$1.47M0.81%+16613F-HRTimeline
Legacy Private Trust Co.1,891$1.44M0.08%-7013F-HRTimeline
Westwind Capital1,889$1.44M0.34%new13F-HRTimeline
NVWM, LLC1,884$1.44M0.27%-1,27013F-HRTimeline
BDFS Capital LLC1,853$1.41M0.7%+213F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,829$1.39M0.14%-4813F-HRTimeline
Great Waters Wealth Management1,828$1.39M0.13%+25713F-HRTimeline
August Group Capital Ltd1,759$1.34M1.37%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC1,742$1.34M0.39%+1013F-HRTimeline
Blue Capital, Inc.1,751$1.34M0.83%+16813F-HRTimeline
DKM Wealth Management, Inc.1,750$1.33M0.84%+413F-HRTimeline
Level Financial Advisors1,728$1.32M0.29%-5513F-HRTimeline
KWMG, LLC1,722$1.31M0.09%+64413F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC1,718$1.31M0.16%-1213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ECLECTIC ASSOCIATES INC /ADV1,702$1.3M0.15%-2413F-HRTimeline
Syntegra Private Wealth Group, LLC1,702$1.3M0.1%-2613F-HRTimeline
Marquette Asset Management, LLC1,689$1.29M0.17%+18513F-HRTimeline
MRA Advisory Group1,685$1.28M0.48%+1713F-HRTimeline
Powers Advisory Group, LLC1,676$1.28M0.39%013F-HRTimeline
Financial Planning Hawaii, Inc.1,671$1.27M0.69%-12713F-HRTimeline
Archer Investment Management, LLC1,654$1.26M0.4%+2613F-HRTimeline
Polaris Financial Partners2,783$1.25M0.56%13F-HRTimeline
Three Magnolias Financial Advisors, LLC1,598$1.22M0.73%-27713F-HRTimeline
HEFFERNAN ADVISORY, INC1,590$1.21M0.81%+91013F-HRTimeline
LAWOOD & CO1,582$1.21M0.83%013F-HRTimeline
Financial Advisory Corp1,578$1.2M0.15%-12213F-HRTimeline
GK Wealth Management LLC1,534$1.17M0.66%-59513F-HRTimeline
Midwest Financial Partners Investments,…1,509$1.15M0.44%+613F-HRTimeline
New Covenant Trust Company, N.A.1,505$1.15M0.79%013F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …1,500$1.15M0.07%013F-HRTimelineGroup
Fenimore Asset Management Inc1,477$1.13M0.02%013F-HRTimeline
jvl associates llc1,477$1.13M0.32%013F-HRTimeline
Buttonwood Financial Advisors Inc.1,468$1.12M0.34%-1513F-HRTimeline
RVW Wealth, LLC1,463$1.12M0.07%-3813F-HRTimeline
Galvin, Gaustad & Stein, LLC1,456$1.11M0.08%-313F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC1,419$1.11M0.44%+313F-HRTimeline
Martel Wealth Advisors LLC1,375$1.05M0.16%013F-HRTimeline
Nicollet Investment Management, Inc.1,348$1.03M0.31%-113F-HRTimeline
Versant Capital Management, Inc1,336$1.02M0.09%+6913F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,315$1M0.25%-22513F-HRTimeline
Allied Investment Advisors, LLC1,314$1M0.09%+6713F-HRTimeline
Worth Asset Management, LLC1,297$989K0.29%+47713F-HRTimeline
Keystone Global Partners, LLC1,284$979K0.35%013F-HRTimeline
CASCADE INVESTMENT GROUP, INC.1,265$965K0.53%-1013F-HRTimeline
Fermata Advisors, LLC1,262$963K0.19%-4513F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC1,242$956K0.14%-713F-HRTimeline
Stonehearth Capital Management, LLC1,253$956K0.33%013F-HRTimeline
Navigate Wealth Management, LLC1,208$941K0.57%+29013F-HRTimeline
Walker Asset Management, LLC1,232$940K0.48%+1213F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH1,224$936K0.16%-4513F-HRTimeline
Tepp RIA, LLC1,200$916K0.63%-38713F-HRTimeline
Post Resch Tallon Group Inc.1,198$913K0.63%+46413F-HRTimeline
Bullock Wealth Management Group1,183$903K0.37%-44913F-HRTimeline
Emergent Wealth Advisors, LLC1,177$898K0.47%+5913F-HRTimeline
COURIER CAPITAL LLC1,172$894K0.17%-17,16513F-HRTimeline
Foundation Wealth Management, LLC\PA1,163$887K0.3%013F-HRTimeline
HighRoad Wealth Advisors, LLC1,148$876K0.73%+2413F-HRTimeline
Paller Financial Services Inc1,142$871K0.67%013F-HRTimeline