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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
REICON WEALTH ADVISORS, LLC105,326$71.8M52.52%13F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co105,052$71.6M0.17%+74,96413F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …104,833$71.5M0.04%-928,13313F-HRTimelineGroup
Alvarez & Marsal Private Wealth Partner…104,447$71.4M13.72%13F-HRTimeline
NINE MASTS CAPITAL Ltd104,139$71M12.23%new13F-HRTimeline
OMERS ADMINISTRATION Corp103,835$70.8M0.5%013F-HRTimeline
Fort Point Capital Partners LLC101,271$70.3M8.51%+49913F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC103,004$70.2M9.18%+2,80013F-HRTimeline
Dynasty Wealth Management, LLC102,931$70.2M0.69%-80913F-HRTimeline
CONNING INC.in group CONNING INC.102,120$69.6M2.33%-1,20713F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …102,013$69.6M0.99%-11,37413F-HRTimelineGroup
Shepherd Financial Partners LLC101,817$69.4M6.43%-33913F-HRTimeline
Edgestream Partners, L.P.101,548$69.2M1.95%+50,10713F-HRTimeline
D.A. DAVIDSON & CO.100,764$68.7M0.42%-1,44413F-HRTimeline
Crewe Advisors LLC100,755$68.7M6.09%-1,05813F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…99,393$67.8M0.18%-1,46013F-HRTimelineGroup
Westshore Wealth, LLC99,378$67.8M22.42%-1,97213F-HRTimeline
Blackstone Inc.in group Blackstone Inc.98,810$67.4M0.23%+8,58713F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Empirical Financial Services, LLC d.b.a…98,688$67.3M1.21%+2,01513F-HRTimeline
Prospera Financial Services Inc98,585$67.3M1.1%-4,72313F-HRTimeline
Farther Finance Advisors, LLC98,508$67.2M0.72%+16,08713F-HRTimeline
J.W. COLE ADVISORS, INC.124,844$67.2M1.63%-4,20013F-HRTimeline
IFG Advisory, LLC98,433$67.1M2.93%+7,55213F-HRTimeline
Canada Post Corp Registered Pension Plan98,414$67.1M2.56%013F-HRTimeline
West Financial Advisors, LLC98,305$67M11.31%-6,24913F-HRTimeline
LGL PARTNERS, LLC97,789$66.9M28.53%-1,08013F-HRTimeline
Global Retirement Partners, LLC97,919$66.8M1.18%+3,36913F-HRTimeline
BARINGS LLCin group BARINGS LLC97,330$66.4M1.22%-17,45513F-HRTimelineGroup
Modera Wealth Management, LLC96,613$65.9M0.76%+18413F-HRTimeline
Performa Ltd (US), LLC96,375$65.7M16.68%-12,12113F-HRTimeline
Meridian Wealth Management, LLC95,187$65M2.29%+3,09613F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …94,838$64.8M0.1%+60,68713F-HRTimelineGroup
Orion Porfolio Solutions, LLC94,931$64.7M0.47%-23,96913F-HRTimeline
USA FINANCIAL FORMULAS94,596$64.5M11.74%-2,56413F-HRTimeline
IFP Advisors, Inc94,572$64.5M1.45%+5,81113F-HRTimeline
Capital Management Associates, Inc94,001$64.1M14.17%+34,06113F-HRTimeline
Cynosure Group, LLC93,921$64M6.51%-4,64713F-HRTimeline
SAPIENT CAPITAL LLC92,352$63.6M0.89%-5,00413F-HRTimeline
All Terrain Financial Advisors, LLC93,152$63.5M19.5%+3,60513F-HRTimeline
CAPITAL ADVISORS INC/OK92,744$63.2M1.02%-12,04813F-HRTimeline
Choate Investment Advisors92,651$63.2M1.24%+1,30013F-HRTimeline
Federation des caisses Desjardins du Qu…92,588$63.1M0.24%+7,15413F-HRTimeline
SHAPIRO CAPITAL MANAGEMENT LLC92,375$63M3.33%new13F-HRTimeline
KLINGENSTEIN FIELDS & CO LP92,187$62.9M2.36%+2,97113F-HRTimeline
Legacy Wealth Management, LLC / MS92,031$62.8M16.76%+5,31813F-HRTimeline
MSA Advisors, LLC91,379$62.3M15.6%-22,63013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.91,196$62.3M0.68%-85913F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO90,162$61.5M1.88%-1,43113F-HRTimeline
Aptus Capital Advisors, LLC89,947$61.3M0.52%+12,38213F-HRTimeline
Verus Advisory, Inc.89,273$61.3M40.02%13F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION89,724$61.2M5.03%-55013F-HRTimeline
Granby Capital Management, LLCin group Granby Capital Management, LLC89,500$61M32.55%013F-HRTimelineGroup
Greenhouse Wealth Management, LLC88,997$60.7M35.89%-1,91713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO88,555$60.4M0.06%+55,91613F-HRTimelineGroup
180 GPS Investments IC Ltd90,602$60.2M47.55%+39,33413F-HRTimeline
Modern Wealth Management, LLC88,126$60.1M1.1%-33,96813F-HRTimeline
POTENTIA WEALTH88,079$60.1M22.01%-2,42213F-HRTimeline
CUMBERLAND ADVISORS INC87,943$60M22.73%-2,95013F-HRTimeline
Perigon Wealth Management, LLC87,926$60M1.07%-1,12413F-HRTimeline
Sigma Planning Corp87,921$60M1.66%+81813F-HRTimeline
MATAURO, LLC87,798$59.9M9.01%+2,37613F-HRTimeline
Advisor Resource Council86,735$59.8M21.29%+44,91613F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC87,567$59.7M0.49%+32113F-HRTimelineGroup
SIMPLEX TRADING, LLC87,518$59.7M1.68%-66,76513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC87,292$59.5M2.88%+8,92013F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…86,612$59.1M7.06%+74,73713F-HRTimelineGroup
CAPITAL FUND MANAGEMENT S.A.86,500$59M0.56%new13F-HRTimeline
Arax Advisory Partners86,355$58.9M1.72%new13F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding85,746$58.5M+2,762Timeline
Attessa Capital LLC85,733$58.5M31.96%+5,29013F-HRTimeline
Maven Securities LTDin group Maven Securities LTD85,635$58.4M7.43%+57,19713F-HRTimelineGroup
4Thought Financial Group Inc.85,587$58.4M28.9%+3,09713F-HRTimeline
HARBOUR INVESTMENTS, INC.85,537$58.3M1.18%+4,64413F-HRTimeline
Keel Point, LLC85,525$58.3M3.52%-6,21913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC85,488$58.3M1.41%+2,63713F-HRTimelineGroup
Lazard Freres Gestion S.A.S.85,013$58M1.04%+15,82713F-HRTimeline
Waldron Private Wealth LLC84,986$58M2.29%-98213F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC84,643$57.7M28.95%+2,49313F-HRTimeline
Holocene Advisors, LP84,533$57.6M0.12%+33,13813F-HRTimeline
Apella Capital, LLC84,439$57.6M1.14%+5,19413F-HRTimeline
Gladstone Institutional Advisory LLC84,268$57.5M2.17%+3,86713F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…83,940$57.4M1.19%+73,94013F-HRTimelineGroup
Sowell Financial Services LLC84,151$57.4M2.11%+6,94613F-HRTimeline
MIO PARTNERS, INC.84,090$57.3M98.7%13F-HRTimeline
Robertson Stephens Wealth Management, L…83,226$56.9M1.6%-198,49113F-HRTimeline
BECKER CAPITAL MANAGEMENT INC82,756$56.6M1.62%+49113F-HRTimeline
Fiduciary Alliance LLC82,514$56.3M3.68%-41513F-HRTimeline
SPX Gestao de Recursos Ltdain group SPX Gestao de Recursos Ltda81,424$55.5M5.68%new13F-HRTimelineGroup
Dean, Jacobson Financial Services, LLC81,156$55.3M35.11%+75813F-HRTimeline
Nicholas Hoffman & Company, LLC.80,759$55.1M1.28%-3,10313F-HRTimeline
Valor Advisors LLC80,395$55M45.81%13F-HRTimeline
Krane Funds Advisors LLC80,400$54.8M1.78%+25,00013F-HRTimeline
Black Swift Group, LLC90,179$54.7M9.12%+42913F-HRTimeline
Merit Financial Group, LLC79,904$54.5M0.44%+3,41413F-HRTimeline
First National Trust Co79,855$54.5M1.82%-96813F-HRTimeline
Northwest & Ethical Investments L.P.79,500$54.2M1.22%+31,10013F-HR/ATimeline
Generali Investments CEE, investicni sp…79,130$54M3.8%+2,33013F-HRTimeline
World Investment Advisors78,755$53.7M0.88%+19,97213F-HR/ATimeline
Golden State Wealth Management, LLC78,690$53.7M5.67%-1,53113F-HRTimeline
Seal Cove Capital, LLC78,520$53.5M49.98%13F-HRTimeline
Embree Financial Group78,460$53.5M6.58%-5,84213F-HRTimeline
WCG Wealth Advisors LLC78,296$53.4M1.5%+57,46013F-HRTimeline
Wilmington Savings Fund Society, FSB78,148$53.3M1.25%+1,06613F-HRTimeline
Aspen Grove Capital, LLC77,850$53.2M9.23%+23413F-HRTimeline
Arvest Bank Trust Division77,977$53.2M2.88%-1,42713F-HRTimeline
Chicago Partners Investment Group LLC76,931$53M1.31%+68513F-HRTimeline
Arkadios Wealth Advisors77,735$53M1.05%+19,98913F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO77,433$52.8M0.77%-62113F-HRTimeline
SIGNATUREFD, LLC77,378$52.8M0.81%+14413F-HRTimeline
Composition Wealth, LLC76,768$52.3M0.75%+8,08513F-HRTimeline
Galilei Investment Office LLP76,730$52.3M24.65%-92513F-HRTimeline
Caprock Group, LLC76,388$52.2M1.1%+12,11113F-HRTimeline
KALEIDOSCOPE CAPITAL LP76,346$52.1M19.89%+22413F-HRTimeline
Simmons Bankin group Simmons Bank76,067$51.9M3.47%-2,13413F-HRTimelineGroup
Virtue Capital Management, LLC75,887$51.8M7.99%+62,67113F-HR/ATimeline
Seven Post Investment Office LP75,639$51.6M18.44%+44013F-HRTimeline
BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL…75,420$51.5M100%-226,29613F-HRTimeline
Arkos Global Advisors75,033$51.2M6.56%-5,72813F-HRTimeline
Unisphere Establishmentin group Unisphere Establishment75,000$51.1M0.38%new13F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…74,859$51.1M0.44%-59,53613F-HRTimelineGroup
Frank, Rimerman Advisors LLC74,932$51.1M3.24%+41913F-HRTimeline
Rathbones Group PLC74,698$50.9M0.2%-47313F-HR/ATimeline
King Wealth Management Group74,004$50.5M6.08%+1,11313F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC73,933$50.4M3.66%-21,23213F-HRTimeline
MGO ONE SEVEN LLC73,755$50.3M1.03%+9,93713F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC73,562$50.2M7.74%+14,84113F-HRTimelineGroup
BLUEFIN CAPITAL MANAGEMENT, LLC73,500$50.1M14.07%+45,60013F-HRTimeline
Anchor Capital Management Group Inc57,000$50M25.29%-18,00013F-HRTimeline
Systematic Alpha Investments, LLC72,970$49.8M1.55%-2,20013F-HRTimeline
FIL Ltdin group FIL Ltd72,896$49.7M0.04%-31,19813F-HRTimelineGroup
ZEGA Investments, LLC72,663$49.6M9.61%+12,60313F-HRTimeline
J.Safra Asset Management Corp72,526$49.5M2.59%+8,17513F-HRTimeline
Advisors Capital Management, LLC72,424$49.4M0.58%+50,10813F-HRTimeline
Allie Family Office LLC72,298$49.4M23.06%-49313F-HRTimeline
ELEMENT POINTE ADVISORS, LLC72,316$49.3M9.53%+18013F-HRTimeline
Commonwealth Financial Services, LLC72,220$49.2M8.12%+1,60413F-HRTimeline
One River Asset Management, LLC72,053$49.1M43.61%+49,30213F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC71,881$49M4.13%+2,32813F-HRTimeline
Carnegie Investment Counsel71,255$48.6M0.9%-1,97513F-HRTimeline
Cavalier Investments, LLC70,859$48.3M15.02%+33,70113F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC70,380$48M8.14%-1,08313F-HRTimeline
Scharf Investments, LLC70,284$47.9M1.29%+46,40913F-HRTimeline
Crestwood Advisors Group, LLC70,089$47.8M0.8%+9,71913F-HRTimeline
Archon Partners LLC70,000$47.7M4.99%013F-HRTimeline
Wallace Hart LLC69,647$47.5M35%+1,00113F-HRTimeline
Kovack Advisors, Inc.69,372$47.3M2.24%+28,61813F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC69,092$47.1M2.22%-11,08313F-HRTimeline
Beacon Bank & Trust68,979$47M9.54%-1,79713F-HRTimeline
Summit Trail Advisors, LLC68,609$46.9M0.81%-25,14213F-HRTimeline
Kera Capital Partners, Inc.67,601$46.8M5.77%+2,90313F-HRTimeline
PINKERTON WEALTH, LLC68,472$46.7M4.79%-1,90413F-HRTimeline
CONNORS INVESTOR SERVICES INC68,249$46.5M4.01%-3,14213F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC67,965$46.3M29.97%+2,13113F-HRTimeline
AXA S.A.in group AXA S.A.67,929$46.3M21.92%013F-HRTimelineGroup
Atlantic Private Wealth, LLC67,846$46.3M29.58%-2,28713F-HRTimeline
Perbak Capital Partners LLP67,756$46.2M14.1%+15,73513F-HRTimeline
Inscription Capital, LLC67,688$46.2M4.74%+97913F-HRTimeline
IPG Investment Advisors LLC67,182$45.9M8.05%+3,93313F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding67,348$45.9M+4,479Timeline
Kozak & Associates, Inc.66,020$45.8M8.85%-3,06613F-HRTimeline
Verger Capital Management LLC67,039$45.7M13.54%+6,89813F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …66,897$45.6M0.24%+9,17613F-HRTimeline
Lutz Financial Services LLC66,871$45.6M3.1%-2,84413F-HRTimeline
Clear Harbor Asset Management, LLC66,692$45.5M3.11%+92913F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.66,613$45.4M2.08%13F-HRTimelineGroup
Midwest Professional Planners, LTD.66,446$45.3M10.73%+3,07813F-HRTimeline
Proficio Capital Partners LLC66,344$45.2M3.17%+8,17213F-HRTimeline
PITCAIRN COgroup of 2 filers holding66,172$45.1M+6,400Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC66,042$45M0.5%+2,60513F-HRTimelineGroup
Thoma Capital Management LLC64,997$44.3M25.53%+6,22113F-HRTimeline
Tyche Wealth Partners LLC64,775$44.2M7.01%+4,52813F-HRTimeline
North Star Investment Management Corp.64,644$44.1M2.77%-89613F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…64,519$44M3.94%-2,57113F-HRTimelineGroup
Socha Financial Group, LLC64,505$44M21.46%-36,67813F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…64,312$43.9M6.94%-9,45613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding64,290$43.8M+6,546Timeline
Madison Asset Management, LLCin group Madison Asset Management, LLC64,038$43.7M0.5%-2,45813F-HRTimelineGroup
Lanham O'Dell & Company, Inc.63,811$43.5M12.53%+7,30413F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…63,806$43.5M13.72%-5,60813F-HRTimelineGroup
First Nebraska Trust Co63,772$43.5M3.98%+2,95513F-HRTimeline
Norris Financial Group, LLC63,735$43.5M14.77%+3,62113F-HRTimeline
CENTAURUS FINANCIAL, INC.63,437$43.3M1.98%+2,55313F-HRTimeline
Curtis Advisory Group, LLC63,429$43.3M9.07%-17513F-HRTimeline
GUIDANCE CAPITAL, INC62,740$43.2M10.56%-20113F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.63,010$43M23.65%-23913F-HRTimeline
Lifestyle Asset Management, Inc.62,681$42.7M13.91%+6,78813F-HRTimeline
Chesley Taft & Associates LLC62,656$42.7M1.69%+6,50213F-HRTimeline
Bluespring Wealth Management, LLC62,355$42.7M3.67%-2,93013F-HRTimeline
Aviso Financial Inc.61,959$42.2M1.61%+20,37513F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT61,903$42.2M7.95%+10,40913F-HRTimeline
VestGen Advisors, LLC61,838$42.2M1.79%-116,95613F-HRTimeline
Financial Partners Group, Inc60,708$42M4.86%+1,04013F-HRTimeline
Caldwell Trust Co61,602$42M3.73%-44713F-HRTimeline
Verdence Capital Advisors LLC61,431$41.9M2.48%-2,91913F-HRTimeline
Tiller Private Wealth, Inc.61,198$41.7M14.85%-2,38713F-HRTimeline
Trinity Financial Advisors LLC61,007$41.7M11.67%-2,06613F-HRTimeline
GM Advisory Group, LLC60,987$41.6M1.63%+18,54113F-HRTimeline
Ashton Thomas Private Wealth, LLC60,769$41.6M1.01%+93013F-HRTimeline
Wealth Advisory Solutions, LLC60,690$41.4M9.65%-10013F-HRTimeline
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.in group DYMON ASIA CAPITAL (SINGAPORE…60,671$41.4M9.18%new13F-HRTimelineGroup