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Disclosery

SPY STATE STR SPDR S&P 500 ETF T

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SHS (fund), issuer CIK 884394

4,553 managers (4,603 13F filers) reported a position in SPY shares at 2026-03-31, 568,283,338 shares in all. 125 filers opened a position and 177 filers sold out during the quarter.

Managers
4,553
13F filers
4,603
New
125
Added
1,721
Reduced
2,037
Sold out
177
Shares held by filers
568,283,338

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
Shepherd Financial Partners LLC101,693$66.1M6.27%-12413F-HRTimeline
D.A. DAVIDSON & CO.101,453$66M0.4%+68913F-HRTimeline
Dynasty Wealth Management, LLC101,433$66M0.58%-1,49813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC101,228$65.8M1.53%+15,74013F-HRTimelineGroup
Meridian Wealth Management, LLC100,803$65.6M2.33%+5,61613F-HRTimeline
Crewe Advisors LLC100,267$65.2M5.57%-48813F-HRTimeline
DV Trading LLC99,976$65M5.9%-65,24513F-HRTimeline
HMS Capital Management, LLC99,771$64.9M25.1%+43,66113F-HRTimeline
Fort Point Capital Partners LLC99,378$64.8M8.5%-1,89313F-HRTimeline
Aptus Capital Advisors, LLC99,584$64.8M0.54%+9,63713F-HRTimeline
Federation des caisses Desjardins du Qu…99,370$64.6M0.23%+6,78213F-HRTimeline
VestGen Advisors, LLC87,462$64.6M1.81%+25,62413F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…98,579$64.1M0.18%-81413F-HRTimelineGroup
LGL PARTNERS, LLC98,217$64.1M26.37%+42813F-HRTimeline
Canada Post Corp Registered Pension Plan98,414$64M2.55%013F-HRTimeline
HARBOUR INVESTMENTS, INC.97,226$63.2M0.98%+11,68913F-HRTimeline
West Financial Advisors, LLC96,928$63M10.7%-1,37713F-HRTimeline
Empirical Financial Services, LLC d.b.a…96,441$62.7M1.09%-2,24713F-HRTimeline
Modera Wealth Management, LLC95,753$62.3M0.75%-86013F-HRTimeline
Apella Capital, LLC87,650$62.2M0.92%+3,21113F-HRTimeline
ING GROEP NV95,260$62M0.38%-200,87813F-HRTimeline
AE Wealth Management LLC95,114$61.7M0.33%-72,47513F-HRTimeline
All Terrain Financial Advisors, LLC94,654$61.6M19.19%+1,50213F-HRTimeline
Holocene Advisors, LP94,073$61.2M0.15%+9,54013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO93,832$61M0.06%+5,27713F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP93,796$61M0.65%-843,90713F-HRTimelineGroup
SAPIENT CAPITAL LLC93,455$60.9M0.92%+1,10313F-HR/ATimeline
Prospera Financial Services Inc93,093$60.6M0.98%-5,49213F-HRTimeline
MATAURO, LLC92,602$60.2M8.7%+4,80413F-HRTimeline
KLINGENSTEIN FIELDS & CO LP92,487$60.1M2.37%+30013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.92,330$60.1M0.57%+1,13413F-HRTimelineGroup
Westshore Wealth, LLC92,353$60.1M21.07%-7,02513F-HRTimeline
Choate Investment Advisors92,230$60M1.17%-42113F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION91,182$59.3M4.78%+1,45813F-HRTimeline
Engineers Gate Manager LP90,680$59M0.74%-102,56013F-HRTimeline
Perigon Wealth Management, LLC90,430$58.8M1.07%+2,50413F-HRTimeline
STOCK YARDS BANK & TRUST CO90,129$58.6M1.82%-3313F-HRTimeline
CUMBERLAND ADVISORS INC89,953$58.5M22.9%+2,01013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding89,869$58.4M+4,123Timeline
Summit Trail Advisors, LLC89,838$58.4M0.84%+21,22913F-HRTimeline
4Thought Financial Group Inc.89,773$58.4M28.87%+4,18613F-HRTimeline
Granby Capital Management, LLCin group Granby Capital Management, LLC89,500$58.2M33.36%013F-HRTimelineGroup
Integrated Advisors Network LLC89,222$58M3.05%-28,54913F-HRTimeline
IFP Advisors, Inc88,760$57.7M1.2%-5,81213F-HRTimeline
Trustees of Dartmouth College88,666$57.7M22.92%-245,53413F-HRTimeline
Sowell Financial Services LLC88,477$57.5M2.13%+4,32613F-HRTimeline
Procyon Advisors, LLC88,453$57.5M2.83%-27,44913F-HRTimeline
Attessa Capital LLC88,201$57.4M31.2%+2,46813F-HRTimeline
Howard Hughes Medical Institute88,185$57.4M13.79%-149,70013F-HRTimeline
Greenhouse Wealth Management, LLC87,957$57.1M35.33%-1,04013F-HRTimeline
Legacy Wealth Management, LLC / MS87,701$57M16.26%-4,33013F-HRTimeline
CVS HEALTH Corp87,578$57M26.83%-66,31313F-HRTimeline
REICON WEALTH ADVISORS, LLC86,877$56.5M43.37%-18,44913F-HRTimeline
Sigma Planning Corp86,031$56M1.55%-1,89013F-HRTimeline
Chicago Partners Investment Group LLC78,150$55.6M1.24%+1,21913F-HRTimeline
POTENTIA WEALTH84,978$55.3M21.34%-3,10113F-HRTimeline
MIO PARTNERS, INC.84,939$55.2M100%+84913F-HRTimeline
Valor Advisors LLC80,395$55M46.24%013F-HRTimeline
Scharf Investments, LLC84,290$54.8M1.69%+14,00613F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC84,284$54.8M28%-35913F-HRTimeline
Waldron Private Wealth LLC83,684$54.4M2.12%-1,30213F-HRTimeline
Black Swift Group, LLC83,272$54.2M9.48%-6,90713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC82,956$53.9M2.56%-4,33613F-HRTimeline
Arkadios Wealth Advisors82,917$53.9M0.89%+5,18213F-HRTimeline
Capital International Investorsin group Capital International Investo…85,099$53.8M0.01%-36,36213F-HRTimelineGroup
Dean, Jacobson Financial Services, LLC82,635$53.7M33.02%+1,47913F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …82,578$53.7M0.78%-19,43513F-HRTimelineGroup
Nicholas Hoffman & Company, LLC.82,092$53.4M1.23%+1,33313F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…81,615$53.2M1.16%-2,32513F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC81,489$53.1M1.56%-1,26713F-HRTimeline
Performa Ltd (US), LLC81,535$53M12%-14,84013F-HRTimeline
King Wealth Management Group81,213$52.8M6.6%+7,20913F-HRTimeline
Wilmington Savings Fund Society, FSB80,074$52.1M1.24%+1,92613F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…79,580$51.8M0.35%+4,72113F-HRTimelineGroup
Aspen Grove Capital, LLC79,314$51.7M10.06%+1,46413F-HRTimeline
Northwest & Ethical Investments L.P.79,500$51.7M1.2%013F-HRTimeline
Merit Financial Group, LLC79,392$51.6M0.38%-51213F-HRTimeline
Generali Investments CEE, investicni sp…79,130$51.5M2.7%013F-HRTimeline
Keel Point, LLC78,628$51.1M3.43%-6,89713F-HRTimeline
Seal Cove Capital, LLC78,507$51.1M44.75%-1313F-HRTimeline
Arvest Bank Trust Division78,042$50.8M2.76%+6513F-HRTimeline
First National Trust Co78,015$50.7M1.73%-1,84013F-HRTimeline
BARINGS LLCin group BARINGS LLC78,005$50.7M0.82%-19,32513F-HRTimelineGroup
Caprock Group, LLC77,532$50.6M1.23%+1,14413F-HRTimeline
SIGNATUREFD, LLC77,698$50.5M0.77%+32013F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC76,957$50M7.28%+3,39513F-HRTimelineGroup
Commonwealth Financial Services, LLC76,845$50M7.91%+4,62513F-HRTimeline
MSA Advisors, LLC76,728$50M15.02%-14,65113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO76,773$49.9M0.74%-66013F-HRTimeline
Galilei Investment Office LLP76,730$49.9M25.86%013F-HRTimeline
Advisor Resource Council76,624$49.8M19.7%-10,11113F-HRTimeline
World Investment Advisors76,584$49.8M0.8%-2,17113F-HRTimeline
KALEIDOSCOPE CAPITAL LP76,560$49.8M19.17%+21413F-HRTimeline
ADAR1 Capital Management, LLCin group ADAR1 Capital Management, LLC75,940$49.4M2.97%+21,25613F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.75,834$49.3M0.55%+25,32913F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC75,082$48.8M1.05%+32,18213F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC74,491$48.4M3.45%+55813F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC74,274$48.3M4.22%+2,39313F-HRTimeline
Arkos Global Advisors74,260$48.3M6.06%-77313F-HRTimeline
Rathbones Group PLC74,158$48.2M0.19%-54013F-HR/ATimeline
Gladstone Institutional Advisory LLC73,991$48.1M1.78%-10,27713F-HRTimeline
Embree Financial Group73,962$48.1M5.67%-4,49813F-HRTimeline
McAlister, Sweet & Associates, Inc.73,834$48M29.9%+17,93913F-HRTimeline
PINKERTON WEALTH, LLC70,198$47.9M4.36%+1,72613F-HRTimeline
Cordoba Advisory Partners LLC73,132$47.7M13.18%+69,49713F-HRTimeline
Frank, Rimerman Advisors LLC73,280$47.7M3.13%-1,65213F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC73,260$47.6M0.56%+28,24413F-HRTimeline
Board of Trustees of The Leland Stanfor…73,085$47.5M5.6%new13F-HRTimeline
Systematic Alpha Investments, LLC72,970$47.5M1.67%013F-HRTimeline
IPG Investment Advisors LLC72,525$47.3M8.12%+5,34313F-HRTimeline
Financial Solutions Advisory Group, Inc.72,587$47.2M6.52%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…72,415$47.1M0.86%+26,52413F-HRTimelineGroup
ELEMENT POINTE ADVISORS, LLC72,251$47M8.87%-6513F-HRTimeline
Soltis Investment Advisors LLC72,104$46.9M3.05%+33,43213F-HRTimeline
Robertson Stephens Wealth Management, L…71,897$46.9M1.31%-11,32913F-HRTimeline
Allie Family Office LLC71,636$46.6M20.33%-66213F-HR/ATimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.71,696$46.6M1.93%+5,08313F-HRTimelineGroup
Golden State Wealth Management, LLC71,675$46.6M5.1%-7,01513F-HRTimeline
Simmons Bankin group Simmons Bank71,620$46.6M3.12%-4,44713F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD71,576$46.5M0.11%+12,22613F-HRTimeline
ZEGA Investments, LLC71,382$46.4M8.79%-1,28113F-HRTimeline
James J. Burns & Company, LLC71,166$46.3M6.28%+12,78413F-HRTimeline
Lazard Freres Gestion S.A.S.71,053$46.2M0.91%-13,96013F-HRTimeline
Composition Wealth, LLC70,737$46M0.63%-6,03113F-HRTimeline
Addison Capital Co70,183$45.6M8.12%+25,68113F-HRTimeline
Archon Partners LLC70,000$45.5M5.39%013F-HRTimeline
Banco BTG Pactual S.A.70,000$45.5M8.88%+69,55613F-HRTimeline
Seven Post Investment Office LP69,811$45.4M14.67%-5,82813F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC69,780$45.4M7.76%-60013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC69,499$45.2M0.33%+12,92413F-HRTimeline
Kozak & Associates, Inc.65,851$45.2M8.81%-16913F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO66,171$45.1M4.15%-113F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC69,294$45.1M1.98%+20213F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC68,631$44.6M0.55%+4,59313F-HRTimelineGroup
Clear Harbor Asset Management, LLC68,449$44.5M3.08%+1,75713F-HRTimeline
AXA S.A.in group AXA S.A.67,929$44.2M17.23%013F-HRTimelineGroup
Midwest Professional Planners, LTD.67,850$44.1M10.39%+1,40413F-HRTimeline
Union Bancaire Privee, UBP SA68,964$44.1M0.61%+13,31713F-HRTimeline
Bleichroeder LP67,645$44M7.6%+35,07513F-HRTimeline
Tyche Wealth Partners LLC67,261$43.7M6.75%+2,48613F-HRTimeline
Kera Capital Partners, Inc.67,041$43.6M5.35%-56013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC67,028$43.6M0.43%+98613F-HRTimelineGroup
Socha Financial Group, LLC66,969$43.6M22.09%+2,46413F-HRTimeline
Verger Capital Management LLC66,919$43.5M12.83%-12013F-HRTimeline
CAPITAL ADVISORS INC/OK66,785$43.4M0.7%-25,95913F-HRTimeline
Inscription Capital, LLC66,543$43.3M4.55%-1,14513F-HRTimeline
Modern Wealth Management, LLC65,799$43.1M0.74%-22,32713F-HRTimeline
Lutz Financial Services LLC66,202$43.1M2.89%-66913F-HRTimeline
Atlantic Private Wealth, LLC66,125$43M28.11%-1,72113F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC65,815$42.8M27.96%-2,15013F-HRTimeline
L & S Advisors Inc65,632$42.7M5.37%+37,47113F-HRTimeline
Thoma Capital Management LLC65,520$42.6M25.2%+52313F-HRTimeline
Beacon Bank & Trust65,314$42.5M8.71%-3,66513F-HRTimeline
GUIDANCE CAPITAL, INC58,361$42.2M9.47%-4,37913F-HRTimeline
Proficio Capital Partners LLC64,865$42.2M2.26%-1,47913F-HRTimeline
Ashton Thomas Private Wealth, LLC78,979$42.2M1%+18,21013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding64,824$42.2M-2,524Timeline
North Star Investment Management Corp.64,665$42.1M2.55%+2113F-HRTimeline
First Nebraska Trust Co64,026$41.6M3.85%+25413F-HRTimeline
Empowered Funds, LLC63,964$41.6M0.27%+16,48813F-HR/ATimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…63,806$41.5M3.71%13F-HRTimelineGroup
Wallace Hart LLC63,699$41.4M57.08%-5,94813F-HRTimeline
Curtis Advisory Group, LLC63,429$41.3M8.89%013F-HRTimeline
CONNORS INVESTOR SERVICES INC63,251$41.1M3.8%-4,99813F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…62,949$40.9M6.55%-1,36313F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.62,835$40.9M23.74%-17513F-HRTimeline
SJBENEN ADVISORY, LLC62,651$40.7M34.03%-29,95713F-HRTimeline
Caldwell Trust Co62,622$40.7M3.64%+1,02013F-HRTimeline
Lifestyle Asset Management, Inc.62,546$40.7M13.29%-13513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding62,461$40.6M-1,829Timeline
Chesley Taft & Associates LLC62,460$40.6M1.7%-19613F-HRTimeline
MGO ONE SEVEN LLC62,458$40.6M0.82%-11,29713F-HRTimeline
Wilkerson Advisory Group LLC62,441$40.6M13.96%+3,45013F-HRTimeline
TSG Advice Partners, LLC62,301$40.5M6.07%-50,59713F-HRTimeline
Capital World Investors64,032$40.5M0.01%+11,46613F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…62,202$40.5M11.13%-1,60413F-HRTimelineGroup
Western Wealth Management, LLC62,017$40.3M1.54%+11,23513F-HR/ATimeline
Bluespring Wealth Management, LLC61,814$40.3M3.47%-54113F-HRTimeline
Capital Wealth Planning, LLC61,867$40.2M0.22%+4,86413F-HRTimeline
Wealth Advisory Solutions, LLC61,756$40.2M8.95%+1,06613F-HRTimeline
Crestwood Advisors Group, LLC61,499$40M0.67%-8,59013F-HRTimeline
Tiller Private Wealth, Inc.61,397$39.9M14.19%+19913F-HRTimeline
GM Advisory Group, LLC61,322$39.9M1.54%+33513F-HRTimeline
Aviso Financial Inc.61,184$39.8M1.41%-77513F-HRTimeline
Orion Porfolio Solutions, LLC61,139$39.8M0.34%-33,79213F-HRTimeline
BRIGHTON JONES LLC60,915$39.6M0.87%new13F-HR/ATimeline
Verdence Capital Advisors LLC60,789$39.5M2.31%-64213F-HRTimeline
Kovack Advisors, Inc.60,317$39.5M2.1%-9,05513F-HRTimeline
Bridgewater Advisors Inc.52,999$39.3M2.34%+60913F-HRTimeline
Financial Partners Group, Inc60,437$39.3M4.7%-27113F-HRTimeline
Whitford Management LLC60,386$39.3M40.13%+20,92713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding60,096$39.1M+1,997Timeline
Associated Banc-Corpin group Associated Banc-Corp59,811$38.9M1.03%-38813F-HRTimelineGroup
HANOVER ADVISORS INC59,612$38.8M15.76%+51813F-HRTimeline
Jackson, Grant Investment Advisers, Inc.59,395$38.6M12.9%-36113F-HRTimeline
Trinity Financial Advisors LLC59,052$38.5M10.97%-1,95513F-HRTimeline
ASPIRIANT, LLC59,098$38.4M1.09%-73413F-HRTimeline
Family Manage LLC58,886$38.3M4.59%+15,13113F-HRTimeline
Hapanowicz & Associates Financial Servi…58,812$38.2M15.21%+1,84513F-HRTimeline
Argent Trust Co58,709$38.2M1.3%-1,79413F-HRTimeline