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Disclosery

SPY STATE STR SPDR S&P 500 ETF T

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SHS (fund), issuer CIK 884394

4,145 managers (4,186 13F filers) reported a position in SPY shares at 2025-03-31, 566,046,546 shares in all. 163 filers opened a position and 188 filers sold out during the quarter.

Managers
4,145
13F filers
4,186
New
163
Added
1,617
Reduced
1,838
Sold out
188
Shares held by filers
566,046,546

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Principia Wealth Advisory, LLC337$185K0.18%+413F-HRTimeline
Accredited Wealth Management, LLC326$183K0.15%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.323$181K0.1%013F-HRTimeline
Financial Freedom, LLC309$173K0.1%+1213F-HRTimeline
CHELSEA COUNSEL CO305$171K0.09%-513F-HRTimeline
JCIC Asset Management Inc.305$171K0.07%013F-HRTimeline
WFA Asset Management Corp325$170K0.09%+5313F-HRTimeline
Westend Capital Management, LLC289$162K0.06%-513F-HRTimeline
Avion Wealth271$158K0.04%013F-HRTimeline
Alpha DNA Investment Management LLC280$157K3.38%013F-HRTimeline
William B. Walkup & Associates, Inc.280$157K0.1%013F-HRTimeline
WealthTrak Capital Management LLC278$156K0.13%-2613F-HRTimeline
Fourth Dimension Wealth, LLC278$156K0.08%+1513F-HRTimeline
Stephens Consulting, LLC269$151K0.04%013F-HRTimeline
Signature Resources Capital Management,…257$144K0.12%+19313F-HRTimeline
Financial Network Wealth Advisors LLC254$142K0.19%+6413F-HRTimeline
CONQUIS FINANCIAL LLC253$142K0.15%013F-HRTimeline
Clark Wealth Partners246$137K0.1%+113F-HRTimeline
Tsai Capital Corp243$136K0.11%new13F-HRTimeline
ZynergyRetirementPlanningLLC229$134K0.1%013F-HRTimeline
Atala Financial Inc238$133K0.1%013F-HRTimeline
BNP PARIBASin group BNP PARIBAS235$131K0.01%-9513F-HRTimelineGroup
Ridgewood Investments LLC235$131K0.06%013F-HRTimeline
Goodman Advisory Group, LLC233$130K0.04%new13F-HR/ATimeline
von Borstel & Associates, Inc.233$130K0.04%new13F-HRTimeline
Prestige Wealth Management Group LLC227$127K0.03%+4213F-HR/ATimeline
Cedar Wealth Management, LLC227$127K0.05%+8613F-HRTimeline
ABOUND FINANCIAL, LLC225$126K0.06%new13F-HRTimeline
Prudent Man Investment Management, Inc.214$125K0.07%013F-HRTimeline
Tradewinds Capital Management, LLC222$124K0.03%-1213F-HRTimeline
Davidson Capital Management Inc.222$124K0.03%new13F-HRTimeline
Columbia River Financial Group, LLC223$124K0.08%new13F-HRTimeline
Cadent Capital Advisors, LLC219$123K0.05%013F-HRTimeline
Smallwood Wealth Investment Management,…219$123K0.08%+4813F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC217$121K0.05%+213F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…216$121K0.09%+9513F-HRTimelineGroup
Mendota Financial Group, LLC211$118K0.13%-1713F-HRTimeline
Standard Family Office LLC210$117K0.15%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.203$114K0.02%+913F-HRTimeline
Donald L. Hagan, LLC203$114K0.06%new13F-HRTimeline
Brown Shipley& Co Ltd202$113K0.06%013F-HRTimeline
Mountain Hill Investment Partners Corp.201$112K0.11%+2413F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC200$112K0.02%-182,73313F-HRTimelineGroup
Bayforest Capital Ltd199$111K0.05%new13F-HR/ATimeline
Rosenberg Matthew Hamilton195$109K0.03%013F-HRTimeline
Greenline Partners, LLC194$109K0.02%013F-HRTimeline
Family CFO Inc192$107K0.06%013F-HRTimeline
Kentucky Trust Co192$107K0.06%013F-HRTimeline
Whipplewood Advisors, LLC72$107K0.08%-11813F-HRTimeline
McClarren Financial Advisors, Inc.559$107K0.07%+36713F-HRTimeline
IMG Wealth Management, Inc.184$103K0.09%-913F-HRTimeline
Evolution Advisers, Inc.179$100K0.05%013F-HRTimeline
Citizens National Bank Trust Department178$99.6K0.02%013F-HRTimeline
Milestone Investment Advisors LLC173$96.8K0.03%+2113F-HRTimeline
Perkins Coie Trust Co169$94.5K0.02%013F-HRTimeline
CBIZ Investment Advisory Services, LLC167$93.8K<0.01%-42713F-HR/ATimeline
Legacies Wealth LLC166$92.9K0.07%013F-HRTimeline
FIRST COMMUNITY TRUST NA162$90.6K0.08%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.160$89.5K0.01%-16313F-HRTimeline
Cloud Capital Management, LLC159$89K0.06%13F-HRTimeline
BancFirst Trust & Investment Management160$88.9K0.04%-1,74113F-HRTimeline
Putney Financial Group LLC152$85K0.09%-613F-HRTimeline
Nalls Sherbakoff Group, LLC151$84.6K0.07%13F-HRTimeline
Robbins Farley151$84.5K0.04%+113F-HRTimeline
Asset Management One Co., Ltd.150$83.9K<0.01%-18,25013F-HRTimeline
VELA Investment Management, LLC150$83.9K0.03%013F-HRTimeline
HOEY INVESTMENTS, INC145$81.1K0.02%-9213F-HRTimeline
BIRCHBROOK, INC.144$80.3K0.05%+113F-HRTimeline
Capital A Wealth Management, LLC138$77.2K0.08%-5213F-HRTimeline
Creekmur Asset Management LLC135$75.5K0.02%013F-HRTimeline
Wealth Advisors of Tampa Bay, LLC134$75K0.03%new13F-HRTimeline
Clearstead Trust, LLC132$73.8K0.02%013F-HRTimeline
Eisler Capital Management Ltd.132$73.8K<0.01%-131,06413F-HRTimeline
Stuart Chaussee & Associates, Inc.130$72.7K0.02%013F-HRTimeline
New Millennium Group LLC126$70.3K0.05%-4813F-HRTimeline
MilWealth Group LLC122$68.3K0.02%-1013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC121$67.9K0.01%013F-HRTimeline
Fairway Wealth LLC120$67.1K0.02%013F-HRTimeline
Dynamic Wealth Strategies, LLC119$66.6K0.06%new13F-HRTimeline
Bank & Trust Co118$66K0.05%013F-HRTimeline
PINNEY & SCOFIELD, INC.117$65.4K0.05%013F-HRTimeline
Minot DeBlois Advisors LLC116$64.9K0.06%013F-HRTimeline
Hartford Financial Management Inc.115$64.3K0.01%-6213F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC111$62K0.03%013F-HRTimeline
Dogwood Wealth Management LLC108$60.4K0.03%-4013F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA100$56.2K<0.01%-1,01913F-HR/ATimelineGroup
Skylands Capital, LLC100$55.9K0.01%013F-HRTimeline
Financial Avengers, Inc.100$55.9K0.03%new13F-HR/ATimeline
TOWER TRUST & INVESTMENT Co100$55.5K0.04%13F-HRTimeline
True Wealth Design, LLC94$52.6K0.02%-713F-HRTimeline
New England Capital Financial Advisors …91$51.2K0.03%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P85$48K<0.01%-15413F-HRTimelineGroup
Hara Capital LLC85$47.5K0.03%new13F-HRTimeline
Copia Wealth Management85$47.5K0.04%013F-HRTimeline
Curat Global, LLC85$47.5K0.06%13F-HRTimeline
Luminist Capital LLC85$47.4K0.05%+3213F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC83$46.4K0.02%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.82$45.9K0.04%+4113F-HRTimeline
Riverview Trust Co80$44.8K0.04%013F-HRTimeline
Vermillion & White Wealth Management Gr…78$43.6K0.03%013F-HRTimeline
Camelot Portfolios, LLC68$38.2K0.02%new13F-HRTimeline
Evergreen Private Wealth LLC68$38K0.02%013F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC559$37K33.9%13F-HRTimeline
MJT & Associates Financial Advisory Gro…62$34.7K0.03%13F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV61$33.9K0.03%+513F-HRTimeline
Sherman Asset Management, Inc.60$33.6K0.03%-1,74013F-HRTimeline
CGC Financial Services, LLC60$33.6K0.01%013F-HRTimeline
PayPay Securities Corp59$33.1K1.89%+713F-HRTimeline
Horrell Capital Management, Inc.190$32.6K0.01%013F-HRTimeline
Orion Capital Management LLC58$32.4K0.01%013F-HRTimeline
REAP Financial Group, LLC55$30.8K0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC50$28K0.01%013F-HRTimeline
DB Fitzpatrick & Co, Inc39$21.8K0.02%013F-HRTimeline
Sawyer & Company, Inc38$21K0.01%013F-HRTimeline
Wiser Advisor Group LLC35$19.6K0.03%013F-HRTimeline
Fairscale Capital, LLC34$18.8K0.02%+113F-HRTimeline
CSS LLC/IL32$17.9K<0.01%-4213F-HRTimeline
Advantage Trust Co31$17.3K0.01%013F-HRTimeline
Valued Wealth Advisors LLC31$17.1K0.01%-213F-HRTimeline
Cypress Capital Management LLC (WY)30$16.8K0.02%013F-HRTimeline
Uniplan Investment Counsel, Inc.29$16.4K<0.01%new13F-HRTimeline
Runnymede Capital Advisors, Inc.26$14.5K0.01%013F-HRTimeline
Holos Integrated Wealth LLC24$13.4K0.01%013F-HRTimeline
First Pacific Financial23$12.9K<0.01%new13F-HRTimeline
Capco Asset Management, LLC22$12.3K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC20$11.2K0.01%new13F-HR/ATimeline
Gould Capital, LLC20$11.2K0.01%013F-HRTimeline
Capitol Family Office, Inc.17$9.51K0.01%new13F-HR/ATimeline
Catherine Avery Investment Management L…17$9.51K0.01%+913F-HRTimeline
NISA INVESTMENT ADVISORS, LLC15$8.42K<0.01%-164,50013F-HRTimeline
Covestor Ltd14$8K0.01%-1813F-HRTimeline
Eukles Asset Management13$7.27K<0.01%013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC12$6.99K<0.01%new13F-HRTimeline
GS Investments, Inc.8$4.47K<0.01%013F-HRTimeline
Horizons Wealth Management7$3.92K<0.01%013F-HRTimeline
Hillsdale Investment Management Inc.5$2.8K<0.01%013F-HRTimeline
Kessler Investment Group, LLC3$1.68K<0.01%013F-HRTimeline
Moser Wealth Advisors, LLC3$1.68K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1$1K<0.01%013F-HRTimelineGroup
ARK Investment Management LLCin group ARK Investment Management LLC2$953<0.01%-1413F-HRTimelineGroup
Wells Financial Advisors INC1$559<0.01%new13F-HRTimeline
Lord & Richards Wealth Management, LLC1$559<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-13,88413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL…0$0-21,43013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC7$1.46M-2,27213F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.