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Disclosery

SPY STATE STR SPDR S&P 500 ETF T

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SHS (fund), issuer CIK 884394

4,199 managers (4,244 13F filers) reported a position in SPY shares at 2025-06-30, 590,828,785 shares in all. 197 filers opened a position and 146 filers sold out during the quarter.

Managers
4,199
13F filers
4,244
New
197
Added
1,793
Reduced
1,642
Sold out
146
Shares held by filers
590,828,785

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Crestwood Advisors Group, LLC57,962$35.8M0.64%+26313F-HRTimeline
CENTAURUS FINANCIAL, INC.57,831$35.7M2.09%-2,88813F-HRTimeline
BRIGHTON JONES LLC57,803$35.7M0.97%+2,94113F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC57,730$35.7M9.31%-2,55813F-HRTimeline
Marmo Financial Group, LLC57,472$35.5M17.69%+58513F-HRTimeline
World Investment Advisors57,367$35.5M0.81%+14,61113F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…57,200$35.3M0.21%+4,20013F-HRTimelineGroup
Virtue Capital Management, LLC57,152$35.3M6.5%+30,03813F-HRTimeline
TIG Advisors, LLCin group TIG Advisors, LLC56,882$35.2M1.92%new13F-HRTimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC56,887$35.1M0.25%+36,94013F-HR/ATimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP56,706$35M1.4%-160,70313F-HRTimeline
L & S Advisors Inc56,656$35M3.47%+27,17713F-HRTimeline
Mine & Arao Wealth Creation & Managemen…56,648$35M15.62%-42613F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…56,594$35M0.28%013F-HRTimeline
Chesley Taft & Associates LLC56,323$34.8M1.55%-58813F-HRTimeline
ZACKS INVESTMENT MANAGEMENT56,087$34.7M0.3%-4,27213F-HRTimeline
LSP Investment Advisors, LLCin group LSP Investment Advisors, LLC55,990$34.6M24.82%013F-HRTimelineGroup
iA Global Asset Management Inc.55,733$34.4M0.52%-4,24013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.55,296$34.3M1.54%+58913F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding55,379$34.2M+39Timeline
HMS Capital Management, LLC55,183$34.1M15.37%-1,00613F-HRTimeline
Capital Wealth Planning, LLC55,181$34.1M0.27%+1,97213F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC55,151$34.1M21.56%+1,59113F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding55,135$34.1M+3,927Timeline
Kellett Wealth Advisors, LLC55,126$34.1M22.22%-25213F-HRTimeline
Arkadios Wealth Advisors55,089$34M1.02%+22,08013F-HRTimeline
Hapanowicz & Associates Financial Servi…54,851$33.9M17.12%+21513F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…54,622$33.7M0.29%+2,94813F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC54,537$33.7M1.78%+7,65413F-HRTimeline
Sanchez Wealth Management Group54,389$33.6M8.1%+2,00613F-HRTimeline
Glen Eagle Advisors, LLC54,361$33.6M5.17%+38813F-HRTimeline
Verdence Capital Advisors LLC54,331$33.6M2.29%+2,38113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC54,160$33.6M4.13%-1,35813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP53,994$33.4M0.73%+2,47013F-HRTimeline
Roth Financial Partners LLC53,932$33.3M12.01%-53913F-HRTimeline
Thoma Capital Management LLC53,881$33.3M21.19%+5,59013F-HRTimeline
Ashton Thomas Private Wealth, LLC53,719$33.3M1.17%+6,87013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…53,780$33.2M2.76%+90613F-HRTimeline
SMITH, MOORE & CO.53,410$33M2.77%+77113F-HRTimeline
LMR Partners LLPin group LMR Partners LLP53,330$32.9M0.51%+46,65813F-HRTimelineGroup
Benchmark Financial Wealth Advisors, LLC53,228$32.9M10.87%-5,33513F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC52,812$32.7M1.33%-51113F-HRTimeline
BIRINYI ASSOCIATES INC52,939$32.7M9.57%-5,08313F-HRTimeline
Financial Partners Group, Inc52,857$32.7M4.52%+10,26513F-HRTimeline
GFS Advisors, LLC52,792$32.6M4.46%new13F-HRTimeline
TCV Trust & Wealth Management, Inc.52,782$32.6M2.85%-25013F-HRTimeline
Bridgewater Advisors Inc.51,283$32.6M2.48%-12,21913F-HRTimeline
OAKMONT Corp52,642$32.5M5.7%-18013F-HRTimeline
BigSur Wealth Management LLC52,423$32.5M8.2%-2213F-HRTimeline
Callan Family Office, LLC52,260$32.3M1.02%-46013F-HRTimeline
Ninepoint Partners LP52,200$32.3M6.24%-2,70013F-HRTimeline
Ground Swell Capital, LLC52,166$32.2M52.7%new13F-HRTimeline
SVB WEALTH LLC51,953$32.1M1.72%-26,83813F-HRTimeline
Granite FO LLC51,942$32.1M18.18%-3,91513F-HRTimeline
WEDBUSH SECURITIES INC51,739$32M1.12%-40613F-HRTimeline
Curated Wealth Partners LLC51,633$31.9M3.74%+12413F-HRTimeline
Momentum Wealth Planning, LLC51,437$31.9M27.14%13F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV51,514$31.8M6.42%+63713F-HRTimeline
MKT Advisors LLC51,351$31.7M12.56%-4,07713F-HRTimeline
Clarius Group, LLC51,292$31.7M1.85%-98713F-HRTimeline
Wind River Trust Co51,273$31.7M12.7%013F-HRTimeline
Bank Pictet & Cie (Europe) AG51,223$31.6M0.68%-15,06313F-HRTimeline
CARDIFF PARK ADVISORS, LLC51,138$31.6M2.73%-3,04313F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT51,104$31.6M2.18%-96713F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD50,886$31.4M0.08%+3,84613F-HRTimeline
JARISLOWSKY, FRASER Ltd50,798$31.4M0.18%+6,56513F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …50,791$31.4M0.18%new13F-HRTimeline
Clarity Wealth Advisors, LLC50,660$31.3M7.72%+1,45113F-HRTimeline
Apella Capital, LLC50,281$31.2M0.85%+37,31413F-HRTimeline
Three Seasons Wealth, LLC50,422$31.2M3.57%+6,68613F-HRTimeline
HM PAYSON & CO50,377$31.1M0.49%-10,13313F-HRTimeline
Snowden Capital Advisors LLC50,019$31M0.92%+6,66713F-HRTimeline
NorthCrest Asset Manangement, LLC49,119$30.7M0.83%+17813F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC49,582$30.6M1.82%-97013F-HRTimeline
Hobart Private Capital, LLC49,418$30.5M6.93%-15,93613F-HRTimeline
Aft, Forsyth & Sober, LLC49,400$30.5M10.28%+40013F-HRTimeline
Pineridge Advisors LLC49,356$30.5M11.05%+1,67913F-HRTimeline
FFT WEALTH MANAGEMENT LLC48,112$30.4M5.98%-6,24413F-HRTimeline
BOSTON FAMILY OFFICE LLC49,112$30.3M2.02%-29313F-HRTimeline
Capital Investment Advisors, LLC49,105$30.3M0.54%+2,08213F-HR/ATimeline
Fiduciary Trust Coin group Fiduciary Trust Co48,959$30.2M0.37%-2,13013F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding48,933$30.2M-19,999Timeline
Focus Financial Network, Inc.48,916$30.2M1.19%+4,27013F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC48,909$30.2M0.33%+7,97013F-HRTimelineGroup
Fortis Capital Advisors, LLC48,799$30.2M5.39%-5,29513F-HRTimeline
GM Advisory Group, LLC48,691$30.1M1.49%+1,80413F-HRTimeline
Ironsides Asset Advisors, LLC48,616$30M8.71%-2,85913F-HRTimeline
Northwest & Ethical Investments L.P.48,400$29.9M0.74%new13F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…401,177$29.8M19.23%+8,39113F-HRTimeline
Union Bancaire Privee, UBP SA46,775$29.7M0.43%+11,55013F-HRTimeline
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC47,778$29.5M0.51%-266,02213F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…47,714$29.5M0.65%-2,62913F-HRTimelineGroup
Independent Family Office, LLC47,632$29.4M13.64%013F-HRTimeline
BSW Wealth Partners47,480$29.3M4.02%+85213F-HRTimeline
Advance Capital Management, Inc.47,229$29.2M1.32%-4,20013F-HRTimeline
MOTCO45,751$28.9M2.77%+13613F-HRTimeline
Jasper Ridge Partners, L.P.46,796$28.9M0.72%+7913F-HRTimeline
Cresta Advisors, Ltd.46,792$28.9M14.09%-46313F-HRTimeline
Montz Harcus Wealth Management LLC46,670$28.8M13.92%+7313F-HRTimeline
Norris Financial Group, LLC46,465$28.7M11.76%+34813F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …46,178$28.5M0.34%-2,75013F-HR/ATimelineGroup
ARTHUR M. COHEN & ASSOCIATES, LLC46,100$28.5M5.03%+7113F-HRTimeline
Regal Investment Advisors LLC45,958$28.4M2.13%-35613F-HRTimeline
GERMAN AMERICAN BANCORP, INC.45,826$28.3M2.77%-54413F-HRTimeline
State of Alaska, Department of Revenue45,763$28.3M0.3%-107,59013F-HRTimeline
AMARILLO NATIONAL BANK45,735$28.3M5.25%-12313F-HRTimeline
Ciovacco Capital Management LLC45,508$28.1M15.3%-4,21913F-HRTimeline
Capital International Investorsin group Capital International Investo…45,658$28.1M<0.01%-71,89313F-HRTimelineGroup
PETTYJOHN, WOOD & WHITE, INC45,402$28.1M5.01%+54513F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT45,371$28M5.46%+44,42513F-HRTimeline
Parallel Advisors, LLC45,352$28M0.56%+5,97913F-HRTimeline
Firestone Capital Management45,339$28M6.6%+84613F-HRTimeline
Blueshift Asset Management, LLC45,235$27.9M8.59%new13F-HRTimeline
Moran Wealth Management, LLC45,192$27.9M0.87%+4,09613F-HRTimeline
Palumbo Wealth Management LLC45,185$27.9M8.65%+25013F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.44,981$27.8M0.22%+10,37913F-HRTimeline
HANCOCK WHITNEY CORP44,976$27.8M0.53%+10,10413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.44,971$27.8M0.45%+2,08513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CONDOR CAPITAL MANAGEMENT44,747$27.6M2.4%-37913F-HRTimeline
EQUITABLE TRUST CO44,638$27.6M1.37%+23,27713F-HRTimeline
Aragon Global Management, LP44,580$27.5M11.08%013F-HRTimeline
FACTORY MUTUAL INSURANCE CO44,550$27.5M0.3%-42,00013F-HRTimeline
Taylor & Morgan Wealth Management, LLC44,485$27.5M18.55%-18713F-HRTimeline
Burt Wealth Advisors44,447$27.5M6.28%-51713F-HRTimeline
Prosperity Consulting Group, LLC44,440$27.5M2%-92113F-HRTimeline
Salomon & Ludwin, LLC44,113$27.4M2.7%-62613F-HRTimeline
First Business Financial Services, Inc.43,995$27.2M2.45%013F-HRTimeline
Provenance Wealth Advisors, LLC43,862$27.1M3.89%-78213F-HRTimeline
McAlister, Sweet & Associates, Inc.43,773$27M24%+38,91613F-HRTimeline
Black Maple Capital Management LP43,752$27M18.7%+3,00013F-HRTimeline
Resonant Capital Advisors, LLC43,623$27M1.73%-1,15713F-HRTimeline
KCM INVESTMENT ADVISORS LLC43,655$27M0.9%-1,41813F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC43,645$27M1.85%-27713F-HRTimelineGroup
SimpliFi, Inc.42,932$26.5M11.69%+37513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.42,775$26.4M1.69%+7,67713F-HRTimelineGroup
ARS Investment Partners, LLC42,738$26.4M1.93%-33213F-HRTimeline
Indiana Trust & Investment Management Co42,715$26.4M8.73%+113F-HRTimeline
James J. Burns & Company, LLC42,637$26.3M4.3%+7,08513F-HRTimeline
Kingsview Wealth Management, LLC42,522$26.3M0.44%+93113F-HRTimeline
Kovack Advisors, Inc.42,513$26.3M2.57%+2,90613F-HRTimeline
NDWM LLC42,498$26.3M19.23%+36,44013F-HRTimeline
Family Manage LLC42,496$26.3M3.99%+1,29413F-HRTimeline
Strategic Equity Management42,335$26.2M9.62%-10,27313F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC42,228$26.1M0.44%-4413F-HRTimeline
Foguth Wealth Management, LLC.42,204$26.1M5.58%-9,36913F-HRTimeline
LCM Capital Management Inc42,162$26M13.54%+30513F-HRTimeline
Houlihan Financial Resource Group, Ltd.41,658$26M10.79%-25713F-HRTimeline
Avior Wealth Management, LLC42,076$26M0.9%+1,01113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC42,063$26M0.18%+6,95013F-HRTimeline
Royal Fund Management, LLC42,000$26M2.77%+38,09613F-HRTimeline
Lifestyle Asset Management, Inc.41,873$25.9M12.08%-9,47613F-HRTimeline
First Heartland Consultants, Inc.41,581$25.7M2.29%-10,18013F-HRTimeline
Spectrum Strategic Capital Management, …41,523$25.7M16.34%+27,32113F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.41,126$25.6M0.09%+30,21613F-HRTimelineGroup
Financial Engines Advisors L.L.C.41,385$25.6M0.05%+6,12913F-HRTimeline
Aviso Financial Inc.41,286$25.5M1.15%+43313F-HRTimeline
Edgestream Partners, L.P.41,176$25.4M0.71%-2,63513F-HRTimeline
Engineers Gate Manager LP41,159$25.4M0.32%-20,79613F-HRTimeline
BURKE & HERBERT BANK & TRUST CO41,141$25.4M5.69%+2313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC49,325$25.4M0.61%+14,71313F-HRTimeline
Sovereign Financial Group, Inc.41,061$25.4M5.23%-1,26713F-HRTimeline
PKS Advisory Services, LLC41,932$25.3M6.42%+37,76013F-HRTimeline
Diversified Portfolios, Inc.40,847$25.2M2.41%+22313F-HRTimeline
Welch & Forbes LLC40,816$25.2M0.31%-1,61113F-HRTimeline
Whitford Management LLC40,800$25.2M26.75%+60013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RK Capital Management, LLC/FL40,767$25.2M30.89%+57713F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC40,710$25.2M0.72%-2,48013F-HRTimeline
Encompass More Asset Management40,543$25M5.86%+29,22113F-HRTimeline
B. Riley Wealth Advisors, Inc.40,333$24.9M1.21%-29,90513F-HRTimeline
Lanham O'Dell & Company, Inc.40,237$24.9M10.5%+39,69113F-HRTimeline
Roble, Belko & Company, Inc40,234$24.9M3.62%+37013F-HRTimeline
IRIDIAN ASSET MANAGEMENT LLC/CT40,000$24.7M8.56%new13F-HRTimeline
Orchard Capital Management, LLC40,000$24.7M27.33%new13F-HRTimeline
Guardian Wealth Advisors, LLC39,989$24.7M14.63%+74813F-HRTimeline
Capital Management Associates, Inc39,926$24.7M7.81%-40,93813F-HRTimeline
BLB&B Advisors, LLC39,856$24.6M1.15%+1,99713F-HRTimeline
Western Wealth Management, LLC39,832$24.6M1.46%-43213F-HRTimeline
LFA - Lugano Financial Advisors SA39,806$24.6M14.57%-2,70313F-HRTimeline
RAELIPSKIE PARTNERSHIP39,734$24.5M11.24%-4213F-HRTimeline
Prescott Group Capital Management, L.L.…39,583$24.5M2.89%+13,66313F-HRTimeline
George Kaiser Family Foundation39,583$24.5M3.52%+13,66313F-HRTimeline
PFG Advisors39,566$24.4M1.13%+12,87613F-HRTimeline
Palisade Asset Management, LLC39,445$24.4M2.42%-66013F-HRTimeline
Cadence Bank39,264$24.3M1.6%-90513F-HRTimeline
Redhawk Wealth Advisors, Inc.39,259$24.3M3.04%-15,70313F-HRTimeline
Tull Financial Group, Inc.39,097$24.2M10.99%-6313F-HRTimeline
Baltimore-Washington Financial Advisors…39,079$24.1M1.13%-1,00313F-HRTimeline
Central Pacific Bank - Trust Division38,868$24M3.06%-1,24413F-HRTimeline
Three Bridge Wealth Advisors, LLC38,694$24M6.32%+2,81613F-HRTimeline
Eagle Capital Management, LLC38,712$23.9M10.51%+30113F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH38,695$23.9M7.52%+10313F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.38,503$23.8M4.56%013F-HR/ATimeline
Williams Jones Wealth Management, LLC.38,340$23.7M0.28%-1,63613F-HRTimeline
Wellspring Financial Advisors, LLC650,206$23.5M2.37%+613,29313F-HRTimeline
Connecticut Wealth Management, LLC38,004$23.5M1.12%+33713F-HRTimeline
Veltria Advisors Corp.37,938$23.4M15.66%-2,95913F-HRTimeline
O'Dell Group, LLC37,679$23.3M5.81%-84513F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…37,598$23.2M0.13%-6,59313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC37,429$23.1M2.3%+7,67013F-HRTimeline
Iron Horse Wealth Management, LLC37,393$23.1M6.82%+60213F-HRTimeline