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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
Marmo Financial Group, LLC56,887$31.8M17.41%+20113F-HRTimeline
Soundwatch Capital LLC56,685$31.7M14.44%-468,94613F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…56,594$31.7M0.29%013F-HRTimeline
Proficio Capital Partners LLC56,362$31.6M2.44%-27,00013F-HRTimeline
&PARTNERS56,720$31.5M0.33%+11,77913F-HRTimeline
ADIRONDACK TRUST CO56,005$31.3M12.24%+14713F-HRTimeline
LSP Investment Advisors, LLCin group LSP Investment Advisors, LLC55,990$31.3M26.91%013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC55,858$31.3M2.86%-24,80513F-HR/ATimeline
Granite FO LLC55,857$31.2M17.75%+29113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC55,518$31.1M4.09%-36913F-HRTimeline
King Wealth Management Group55,460$31M4.7%+2,47513F-HRTimeline
ZEGA Investments, LLC55,447$31M9.11%+2,50513F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…55,410$31M5.99%-7,09513F-HRTimelineGroup
Kellett Wealth Advisors, LLC55,378$31M21.46%+54213F-HRTimeline
Yeomans Consulting Group, Inc.55,350$31M11.97%+52,82113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding55,340$31M-3,353Timeline
Crescent Grove Advisors, LLC54,985$30.9M3.21%-1,27013F-HRTimeline
Redhawk Wealth Advisors, Inc.54,962$30.7M4.13%-10313F-HRTimeline
Soltis Investment Advisors LLC54,927$30.7M2.75%+22,64513F-HRTimeline
Ninepoint Partners LP54,900$30.7M5.39%-1,60013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.54,707$30.7M1.5%-3,32013F-HRTimelineGroup
BRIGHTON JONES LLC54,862$30.7M0.99%-3,61913F-HRTimeline
Maven Securities LTDin group Maven Securities LTD54,769$30.6M6.7%-168,61313F-HRTimelineGroup
Kera Capital Partners, Inc.54,658$30.6M9.09%+2,33813F-HRTimeline
Hapanowicz & Associates Financial Servi…54,636$30.6M17.02%+4,56613F-HRTimeline
FFT WEALTH MANAGEMENT LLC54,356$30.5M6.38%-131,01113F-HRTimeline
Roth Financial Partners LLC54,471$30.5M12.03%-1,00513F-HRTimeline
NORDEN GROUP LLC54,218$30.3M3.49%+27,82613F-HRTimeline
CARDIFF PARK ADVISORS, LLC54,181$30.3M2.93%-1,53413F-HRTimeline
Fortis Capital Advisors, LLC54,094$30.3M6.14%-6,43413F-HRTimeline
Glen Eagle Advisors, LLC53,973$30.2M5%+79913F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC53,560$30M21.74%+13713F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC53,323$29.9M1.33%-1,13613F-HRTimeline
Capital Wealth Planning, LLC53,209$29.8M0.26%+79713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …52,914$29.7M0.05%-6,84113F-HRTimelineGroup
TCV Trust & Wealth Management, Inc.53,032$29.7M2.75%-62013F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…53,000$29.6M0.22%+7,00013F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…52,874$29.6M2.76%+73113F-HRTimeline
OAKMONT Corp52,822$29.5M5.83%-27913F-HRTimeline
Callan Family Office, LLC52,720$29.5M2.21%+1,25013F-HRTimeline
SMITH, MOORE & CO.52,639$29.4M2.73%+20213F-HRTimeline
Strategic Equity Management52,608$29.4M12.37%+89813F-HRTimeline
BigSur Wealth Management LLC52,445$29.4M7.97%-85213F-HRTimeline
Sanchez Wealth Management Group52,383$29.3M7.96%+3,31113F-HRTimeline
Schechter Investment Advisors, LLC52,288$29.2M2.41%-4,32813F-HRTimeline
Clarius Group, LLC52,279$29.2M1.84%+12,61613F-HRTimeline
WEDBUSH SECURITIES INC52,145$29.2M1.07%+5,18713F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT52,071$29.1M2.16%+3313F-HRTimeline
Verdence Capital Advisors LLC51,950$29.1M2.22%+3,11013F-HRTimeline
First Heartland Consultants, Inc.51,761$29M2.99%-1,18013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…51,674$28.9M0.28%-8,35813F-HRTimelineGroup
Foguth Wealth Management, LLC.51,573$28.8M7%+11,86113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP51,524$28.8M0.72%-51613F-HRTimeline
Curated Wealth Partners LLC51,509$28.8M3.73%+27913F-HRTimeline
Ironsides Asset Advisors, LLC51,475$28.8M8.45%-15,15113F-HRTimeline
Advance Capital Management, Inc.51,429$28.8M1.38%-2,92213F-HRTimeline
Lifestyle Asset Management, Inc.51,349$28.7M15.79%-2,50413F-HRTimeline
CoreCap Advisors, LLC51,314$28.7M1.26%+2,63713F-HRTimeline
Wind River Trust Co51,273$28.7M12.31%013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding51,208$28.6M+587Timeline
Fiduciary Trust Coin group Fiduciary Trust Co51,089$28.6M0.37%+1,01713F-HRTimelineGroup
FIRST NATIONAL CORP /MA/ /ADV50,877$28.5M6.28%+1,37313F-HRTimeline
TAURUS ASSET MANAGEMENT, LLC50,778$28.4M2.88%+3,32513F-HRTimeline
Black Swift Group, LLC50,749$28.4M6.42%+19,76413F-HRTimeline
HMS Capital Management, LLC56,189$28.3M15.72%-26913F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC50,552$28.3M1.98%+44213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…50,343$28.2M0.61%+1,30213F-HRTimelineGroup
LANARK FINANCIAL, INC.50,056$28M2.39%+50,02413F-HRTimeline
MKT Advisors LLC55,428$28M13.11%+88713F-HRTimeline
Ciovacco Capital Management LLC49,727$27.8M19.48%-18,21713F-HRTimeline
Aspect Partners, LLC49,589$27.7M15.88%+1,45213F-HRTimeline
BOSTON FAMILY OFFICE LLC49,405$27.6M1.96%-1,93713F-HRTimeline
Clarity Wealth Advisors, LLC49,209$27.5M7.63%+2,00613F-HRTimeline
Archon Partners LLC49,100$27.5M3.33%013F-HRTimeline
Aft, Forsyth & Sober, LLC49,000$27.4M9.56%+5013F-HRTimeline
NorthCrest Asset Manangement, LLC48,941$27.4M0.83%+1,75913F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …48,928$27.3M0.38%-6,97113F-HRTimelineGroup
AFG FIDUCIARY SERVICES LIMITED PARTNERS…392,786$27.3M20.02%+22,47313F-HRTimeline
Thoma Capital Management LLC48,291$27M18.89%+1,28113F-HRTimeline
BRAVE ASSET MANAGEMENT INC48,276$27M8.49%+13,81113F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.48,000$26.9M0.08%+42,00013F-HR/ATimelineGroup
Pineridge Advisors LLC47,677$26.7M10.42%+53913F-HRTimeline
Independent Family Office, LLC47,632$26.6M14.01%+8213F-HRTimeline
Cresta Advisors, Ltd.47,255$26.4M13.7%+6,51513F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD47,040$26.3M0.07%-45,15213F-HRTimeline
Capital Investment Advisors, LLC47,023$26.3M0.51%+6,80913F-HRTimeline
Ashton Thomas Private Wealth, LLC46,849$26.3M1.01%+9,03613F-HRTimeline
GM Advisory Group, LLC46,887$26.2M1.42%+15313F-HRTimeline
Dorsey & Whitney Trust CO LLC46,883$26.2M1.52%-4,61213F-HRTimeline
Calydon Capital46,727$26.1M4.86%+47713F-HRTimeline
Jasper Ridge Partners, L.P.46,717$26.1M0.84%013F-HRTimeline
BSW Wealth Partners46,628$26.1M3.96%-58113F-HRTimeline
Montz Harcus Wealth Management LLC46,597$26.1M14.24%-72713F-HRTimeline
GERMAN AMERICAN BANCORP, INC.46,370$25.9M2.79%+6013F-HRTimeline
Regal Investment Advisors LLC46,314$25.9M2.1%+4,43813F-HRTimeline
Norris Financial Group, LLC46,117$25.8M12.04%-15,26913F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC46,029$25.7M4.94%-4,25913F-HRTimeline
AMARILLO NATIONAL BANK45,858$25.7M4.99%-2,49713F-HRTimeline
MOTCO45,615$25.5M2.69%-813F-HRTimeline
Claro Advisors Inc.45,368$25.4M3.4%+6,59313F-HRTimeline
Prosperity Consulting Group, LLC45,361$25.4M1.96%+5,02913F-HRTimeline
CONDOR CAPITAL MANAGEMENT45,126$25.2M2.35%-1,99113F-HRTimeline
ARS Investment Partners, LLC43,070$25.2M2.28%-3913F-HRTimeline
KCM INVESTMENT ADVISORS LLC45,073$25.2M0.91%-35313F-HRTimeline
Ally Financial Inc.in group Ally Financial Inc.45,000$25.2M2.82%new13F-HRTimelineGroup
Burt Wealth Advisors44,964$25.2M6.3%+76613F-HRTimeline
Palumbo Wealth Management LLC44,935$25.1M8.4%-6,46413F-HRTimeline
Resonant Capital Advisors, LLC44,780$25.1M1.75%-37313F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC44,857$25.1M4.81%+29113F-HRTimeline
Taylor & Morgan Wealth Management, LLC44,672$25M18.84%+46113F-HRTimeline
Focus Financial Network, Inc.44,646$25M1.02%+2,76913F-HRTimeline
Provenance Wealth Advisors, LLC44,644$25M3.59%+1,88213F-HRTimeline
Salomon & Ludwin, LLC44,739$25M2.66%-29113F-HRTimeline
Aragon Global Management, LP44,580$24.9M9.59%013F-HRTimeline
Firestone Capital Management44,493$24.9M6.53%-31513F-HRTimeline
JARISLOWSKY, FRASER Ltd44,233$24.7M0.16%+1,97013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…44,191$24.7M0.15%-12,24913F-HRTimeline
First Business Financial Services, Inc.43,995$24.6M2.42%+1,16513F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding43,922$24.6M-1,820Timeline
PRICE T ROWE ASSOCIATES INC /MD/43,888$24.6M<0.01%-32,44313F-HRTimeline
Edgestream Partners, L.P.43,811$24.5M0.83%-19,66513F-HRTimeline
Three Seasons Wealth, LLC43,736$24.5M12.12%new13F-HRTimeline
Compound Planning, Inc.43,710$24.5M1.12%+23213F-HRTimeline
Snowden Capital Advisors LLC43,352$24.3M0.78%+1,73313F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC43,190$24.2M0.73%-1,67013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.42,886$24M0.42%-1,32913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
World Investment Advisors42,756$23.9M0.62%+49513F-HRTimeline
First International Bank & Trust42,722$23.9M7.56%-2,54813F-HRTimeline
Indiana Trust & Investment Management Co42,714$23.9M8.65%-47113F-HRTimeline
Financial Partners Group, Inc42,592$23.8M3.68%+3,26413F-HRTimeline
SimpliFi, Inc.42,557$23.8M10.92%+15,31513F-HRTimeline
Prostatis Group LLC42,516$23.8M7.5%+14,82713F-HRTimeline
LFA - Lugano Financial Advisors SA42,509$23.8M16.17%+2,80513F-HRTimeline
Welch & Forbes LLC42,427$23.7M0.31%-4,02713F-HRTimeline
Sovereign Financial Group, Inc.42,328$23.7M5.45%+86713F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC42,272$23.6M0.4%-72113F-HRTimeline
Fluent Financial, LLC42,257$23.6M10.3%-3,14513F-HRTimeline
Houlihan Financial Resource Group, Ltd.41,915$23.4M10.53%-1,18213F-HRTimeline
LCM Capital Management Inc41,857$23.4M13.75%+75013F-HRTimeline
PKS Advisory Services, LLC4,172$23.4M6.4%-32,90813F-HRTimeline
Kingsview Wealth Management, LLC41,591$23.3M0.44%+58513F-HRTimeline
Family Manage LLC41,202$23M3.81%+2,53213F-HRTimeline
BURKE & HERBERT BANK & TRUST CO41,118$23M5.53%+88213F-HRTimeline
Moran Wealth Management, LLC41,096$23M0.77%-14,02313F-HRTimeline
Avior Wealth Management, LLC41,065$23M0.87%+4,21613F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC40,939$22.9M0.26%-15,03013F-HRTimelineGroup
Veltria Advisors Corp.40,897$22.9M14.88%+12,86713F-HRTimeline
Aviso Financial Inc.40,853$22.8M1.13%+87913F-HRTimeline
Black Maple Capital Management LP40,752$22.8M17.9%+7,45713F-HRTimeline
Diversified Portfolios, Inc.40,624$22.7M2.39%+1,02913F-HRTimeline
Legacy Advisors, LLC40,306$22.5M2.36%+1,37413F-HRTimeline
Western Wealth Management, LLC40,264$22.5M1.49%-7,35713F-HRTimeline
Whitford Management LLC40,200$22.5M28.79%-163,11613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RK Capital Management, LLC/FL40,190$22.5M21.34%+28,30413F-HRTimeline
Cadence Bank40,169$22.5M1.6%-45613F-HRTimeline
Camarda Financial Advisors, LLC40,160$22.5M10.13%+18,05113F-HRTimeline
Central Pacific Bank - Trust Division40,112$22.4M3.1%-24813F-HRTimeline
Palisade Asset Management, LLC40,105$22.4M2.3%-55913F-HRTimeline
Baltimore-Washington Financial Advisors…40,082$22.4M1.19%-43413F-HRTimeline
Holocene Advisors, LP40,021$22.4M0.07%-47,10913F-HRTimeline
Williams Jones Wealth Management, LLC.39,976$22.4M0.29%-3,13813F-HRTimeline
Roble, Belko & Company, Inc39,864$22.3M3.56%-66613F-HRTimeline
RAELIPSKIE PARTNERSHIP39,776$22.3M11.44%-15213F-HRTimeline
Kovack Advisors, Inc.39,607$22.2M2.35%-62013F-HRTimeline
FSA WEALTH PARTNERS, INC.39,563$22.1M8.37%-68,46113F-HRTimeline
Advisory Alpha, LLC39,547$22.1M0.75%+23,89213F-HR/ATimeline
BluePointe Capital Management, LLC39,251$22M8.39%+20,86613F-HRTimeline
Parallel Advisors, LLC39,373$22M0.5%+1,14113F-HRTimeline
Guardian Wealth Advisors, LLC39,241$22M14.08%+92713F-HRTimeline
Jackson Wealth Management, LLC39,193$21.9M2.66%+33,17813F-HRTimeline
Tull Financial Group, Inc.39,160$21.9M12.76%-47,94313F-HRTimeline
SPINNAKER TRUST38,969$21.8M1.42%+31213F-HRTimeline
CAPITAL ADVISORS INC/OK38,727$21.7M0.43%-69,01413F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH38,592$21.6M6.9%013F-HRTimeline
O'Dell Group, LLC38,524$21.6M5.59%-3,22613F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.38,503$21.5M5.55%013F-HR/ATimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC38,449$21.5M0.31%+15,32413F-HRTimeline
Eagle Capital Management, LLC38,411$21.5M9.51%-6,74213F-HRTimeline
Smith Anglin Financial, LLC38,373$21.5M2.27%-20313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC36,595$21.4M1.71%013F-HRTimeline
Procyon Advisors, LLC38,308$21.4M1.3%-1,28313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT38,048$21.3M0.64%-149,39813F-HRTimeline
PFG Investments, LLC37,972$21.2M1.36%+95813F-HRTimeline
BLB&B Advisors, LLC37,859$21.2M1.08%+75313F-HRTimeline
Connecticut Wealth Management, LLC37,667$21.1M1.1%-46213F-HRTimeline
Capital World Investors37,849$21M<0.01%-4,14013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC37,386$20.9M0.5%-10613F-HRTimeline
Aristides Capital LLC37,339$20.9M7.76%013F-HRTimeline
Brickley Wealth Management37,264$20.8M4.32%-1,91713F-HRTimeline
Financial & Tax Architects, LLC37,197$20.8M5.22%-96513F-HRTimeline
ALBION FINANCIAL GROUP /UT37,155$20.8M1.47%+35513F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC37,130$20.8M0.9%-1,16713F-HRTimeline
DAVENPORT & Co LLC37,071$20.7M0.12%-2,53613F-HRTimeline
Blue Edge Capital, LLC36,924$20.7M3.32%+60713F-HRTimeline
Wellspring Financial Advisors, LLC36,913$20.6M2.3%-2013F-HRTimeline
Iron Horse Wealth Management, LLC36,791$20.6M6.61%+63413F-HRTimeline
TRUST CO OF OKLAHOMA36,656$20.5M7.08%-94113F-HRTimeline
Sharp Wealth Advisory, LLC36,289$20.3M15.54%+27,19713F-HRTimeline
J HAGAN CAPITAL, INC.34,515$20.2M16.45%13F-HRTimeline
Three Bridge Wealth Advisors, LLC35,878$20.1M7%+5613F-HRTimeline