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Disclosery

SPY STATE STR SPDR S&P 500 ETF T

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SHS (fund), issuer CIK 884394

4,221 managers (4,264 13F filers) reported a position in SPY shares at 2025-09-30, 539,683,859 shares in all. 141 filers opened a position and 102 filers sold out during the quarter.

Managers
4,221
13F filers
4,264
New
141
Added
1,691
Reduced
1,770
Sold out
102
Shares held by filers
539,683,859

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
PARTNERS CAPITAL INVESTMENT GROUP, LLP56,862$37.9M1.51%+15613F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…56,594$37.7M0.29%013F-HRTimeline
Lanham O'Dell & Company, Inc.56,507$37.6M11.99%+16,27013F-HRTimeline
Glen Eagle Advisors, LLC56,216$37.5M5.21%+1,85513F-HRTimeline
Chesley Taft & Associates LLC56,154$37.4M1.59%-16913F-HRTimeline
Hapanowicz & Associates Financial Servi…56,083$37.4M17.25%+1,23213F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…56,000$37.3M0.19%-1,20013F-HRTimelineGroup
Lifestyle Asset Management, Inc.55,893$37.2M12.71%+14,02013F-HRTimeline
Kellett Wealth Advisors, LLC55,597$37M22.35%+47113F-HRTimeline
Mechanics Bank Trust Department55,419$36.9M5.18%-5,59313F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC55,368$36.9M21.93%+21713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC55,295$36.8M0.08%+47,91013F-HRTimelineGroup
Krane Funds Advisors LLC55,400$36.7M1.04%+24,70013F-HRTimeline
HMS Capital Management, LLC80,357$36.5M15.35%+25,17413F-HRTimeline
Capital Wealth Planning, LLC54,791$36.5M0.26%-39013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding54,755$36.5M-380Timeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding54,710$36.4M-669Timeline
ADAR1 Capital Management, LLCin group ADAR1 Capital Management, LLC54,684$36.4M3.61%+32,00013F-HRTimelineGroup
CULLINAN ASSOCIATES INC54,667$36.4M2.37%-7,51413F-HRTimeline
Sanchez Wealth Management Group54,439$36.3M8.05%+5013F-HRTimeline
Dorsey & Whitney Trust CO LLC54,340$36.2M1.91%-19713F-HRTimeline
Retirement Planning Group, LLC54,249$36.1M1.25%+42,52013F-HRTimeline
CoreCap Advisors, LLC54,202$36.1M1.31%-5,62413F-HRTimeline
SMITH, MOORE & CO.53,994$36M2.75%+58413F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC53,791$35.9M4.11%-36913F-HRTimeline
Focus Financial Network, Inc.53,632$35.7M1.27%+4,71613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…53,521$35.7M2.68%-25913F-HRTimeline
Roth Financial Partners LLC53,348$35.5M11.97%-58413F-HRTimeline
WEDBUSH SECURITIES INC53,305$35.5M1.16%+1,56613F-HRTimeline
TCV Trust & Wealth Management, Inc.53,244$35.5M2.97%+46213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP53,066$35.4M0.72%-92813F-HRTimeline
BIRINYI ASSOCIATES INC52,936$35.3M9.01%-313F-HRTimeline
Bridgewater Advisors Inc.52,458$35.2M2.44%+1,17513F-HRTimeline
Capital Investment Advisors, LLC52,705$35.1M0.58%+3,60013F-HRTimeline
BigSur Wealth Management LLC52,554$35.1M8.6%+13113F-HRTimeline
First Heartland Consultants, Inc.52,541$35M2.82%+10,96013F-HRTimeline
Union Bancaire Privee, UBP SA50,241$35M0.5%+3,46613F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC52,273$34.9M1.33%-53913F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…52,332$34.9M0.58%-2,29013F-HRTimelineGroup
Cercano Management LLC52,187$34.8M1.34%-7,29413F-HRTimeline
Perbak Capital Partners LLP52,021$34.7M6.1%+15,26713F-HRTimeline
Granite FO LLC51,940$34.6M18.79%-213F-HRTimeline
OAKMONT Corp51,826$34.5M6.17%-81613F-HRTimeline
Curated Wealth Partners LLC51,633$34.4M4.16%013F-HRTimeline
Ironsides Asset Advisors, LLC51,602$34.4M8.86%+2,98613F-HRTimeline
Momentum Wealth Planning, LLC51,436$34.4M26.74%-113F-HRTimeline
Clarius Group, LLC51,527$34.3M2.03%+23513F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT51,494$34.3M6.32%+6,12313F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV51,279$34.3M6.5%-23513F-HRTimeline
Marmo Financial Group, LLC51,451$34.3M16.6%-6,02113F-HRTimeline
Edgestream Partners, L.P.51,441$34.3M1%+10,26513F-HRTimeline
Holocene Advisors, LP51,395$34.2M0.08%+39,20313F-HRTimeline
LSP Investment Advisors, LLCin group LSP Investment Advisors, LLC51,390$34.2M20.57%-4,60013F-HRTimelineGroup
Prosperity Consulting Group, LLC51,376$34.2M1.69%+6,93613F-HRTimeline
Wind River Trust Co51,273$34.2M12.63%013F-HRTimeline
180 GPS Investments IC Ltd51,268$34.2M19.84%13F-HRTimeline
Clarity Wealth Advisors, LLC51,227$34.1M7.52%+56713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC51,225$34.1M0.2%+9,16213F-HRTimeline
MKT Advisors LLC51,048$34.1M12.7%-30313F-HRTimeline
Callan Family Office, LLC51,103$34M1.09%-1,15713F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT50,890$33.9M2.2%-21413F-HRTimeline
CARDIFF PARK ADVISORS, LLC50,765$33.8M2.6%-37313F-HRTimeline
Ninepoint Partners LP50,500$33.6M4.64%-1,70013F-HRTimeline
HM PAYSON & CO50,331$33.5M0.48%-4613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…50,305$33.5M0.67%+2,59113F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC50,186$33.4M1.89%+60413F-HRTimeline
Western Wealth Management, LLC49,879$33.2M1.76%+10,04713F-HRTimeline
Stonegate Management LLC49,736$33.2M22.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…49,724$33.1M0.17%-123,91213F-HRTimeline
Aft, Forsyth & Sober, LLC49,400$32.9M10.2%013F-HRTimeline
GFS Advisors, LLC49,354$32.9M4.2%-3,43813F-HRTimeline
NorthCrest Asset Manangement, LLC49,068$32.8M0.78%-5113F-HRTimeline
Cresta Advisors, Ltd.49,273$32.8M14.65%+2,48113F-HRTimeline
James J. Burns & Company, LLC49,228$32.8M4.89%+6,59113F-HRTimeline
LANARK FINANCIAL, INC.49,099$32.7M2.52%+17,89313F-HRTimeline
BOSTON FAMILY OFFICE LLC48,992$32.6M2.08%-12013F-HRTimeline
Montz Harcus Wealth Management LLC48,979$32.6M14.24%+2,30913F-HRTimeline
Benchmark Financial Wealth Advisors, LLC48,530$32.3M9.73%-4,69813F-HRTimeline
Avestar Capital, LLC48,499$32.3M2.31%+11,48813F-HRTimeline
Austin Private Wealth, LLC48,467$32.3M2.49%+16,93513F-HRTimeline
Northwest & Ethical Investments L.P.48,400$32.2M0.76%013F-HRTimeline
FFT WEALTH MANAGEMENT LLC48,207$32.2M5.91%+9513F-HRTimeline
Fortis Capital Advisors, LLC48,305$32.2M5.1%-49413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co48,086$32M0.36%-87313F-HRTimelineGroup
Calydon Capital47,698$31.8M5.07%-45,74613F-HRTimeline
Hobart Private Capital, LLC47,631$31.7M6.64%-1,78713F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…453,326$31.7M18.4%+52,14913F-HRTimeline
Palumbo Wealth Management LLC47,513$31.7M10.11%+2,32813F-HRTimeline
Regal Investment Advisors LLC47,459$31.6M2.06%+1,50113F-HRTimeline
BSW Wealth Partners47,452$31.6M3.94%-2813F-HRTimeline
Constant Guidance Financial LLC46,839$31.2M24.91%+28,43013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC46,529$31M1.9%+2,88413F-HRTimelineGroup
Firestone Capital Management46,324$30.9M6.67%+98513F-HRTimeline
Independent Family Office, LLC46,220$30.8M13.03%-1,41213F-HRTimeline
Parallel Advisors, LLC45,987$30.6M0.56%+63513F-HRTimeline
AMARILLO NATIONAL BANK45,678$30.4M5.35%-5713F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC45,527$30.3M5.01%+12513F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …45,420$30.2M0.33%-75813F-HRTimelineGroup
TEXAS PERMANENT SCHOOL FUND CORP45,352$30.2M0.98%-23,43513F-HRTimeline
Advance Capital Management, Inc.45,254$30.1M1.31%-1,97513F-HRTimeline
MOTCO45,124$30.1M2.75%-62713F-HRTimeline
Taylor & Morgan Wealth Management, LLC44,967$30M18.4%+48213F-HRTimeline
EQUITABLE TRUST CO44,585$29.7M1.37%-5313F-HRTimeline
Aragon Global Management, LP44,580$29.7M9.13%013F-HRTimeline
GERMAN AMERICAN BANCORP, INC.44,386$29.6M2.61%-1,44013F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC44,373$29.6M4.97%-1,72713F-HRTimeline
LWM Advisory Services, LLC44,363$29.6M17.23%+23,57313F-HRTimeline
KCM INVESTMENT ADVISORS LLC44,073$29.4M0.95%+41813F-HRTimeline
Avior Wealth Management, LLC44,066$29.4M0.95%+1,99013F-HRTimeline
Burt Wealth Advisors43,922$29.3M7.18%-52513F-HRTimeline
HANCOCK WHITNEY CORP43,806$29.2M0.53%-1,17013F-HRTimeline
First Business Financial Services, Inc.43,791$29.2M2.68%-20413F-HRTimeline
Provenance Wealth Advisors, LLC43,732$29.1M3.77%-13013F-HRTimeline
Jasper Ridge Partners, L.P.43,695$29.1M0.66%-3,10113F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…43,602$29M7.23%+31,30013F-HRTimelineGroup
GREENLEAF TRUST43,449$28.9M0.26%-60,99913F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC43,112$28.7M0.19%-32,77613F-HRTimeline
ARS Investment Partners, LLC42,792$28.5M1.88%+5413F-HRTimeline
Salomon & Ludwin, LLC42,587$28.5M2.56%-1,52613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC50,470$28.3M0.6%+1,14513F-HRTimeline
GM Advisory Group, LLC42,446$28.3M1.2%-6,24513F-HRTimeline
NDWM LLC42,441$28.3M19.18%-5713F-HRTimeline
Resonant Capital Advisors, LLC42,306$28.3M1.65%-1,31713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.42,342$28.2M0.43%-2,62913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GTS SECURITIES LLC42,317$28.2M1.08%-307,02613F-HRTimeline
Black Maple Capital Management LP42,283$28.2M20.41%-1,46913F-HRTimeline
Indiana Trust & Investment Management Co42,075$28M8.53%-64013F-HRTimeline
LCM Capital Management Inc41,976$28M13.41%-18613F-HRTimeline
PKS Advisory Services, LLC41,966$28M5.84%+3413F-HRTimeline
SVB WEALTH LLC41,956$27.9M1.5%-9,99713F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC41,848$27.9M0.45%-38013F-HRTimeline
Advisor Resource Council41,819$27.9M37.62%-38,77113F-HRTimeline
Redhawk Wealth Advisors, Inc.41,811$27.9M3.23%+2,55213F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.41,690$27.8M10.84%+12,77613F-HRTimeline
NEPC LLC41,609$27.7M0.73%+5,89213F-HRTimeline
Aviso Financial Inc.41,584$27.7M1.13%+29813F-HRTimeline
Snowden Capital Advisors LLC41,366$27.6M0.76%-8,65313F-HRTimeline
Capital World Investors41,649$27.6M<0.01%+13,19313F-HRTimeline
Three Bridge Wealth Advisors, LLC41,279$27.6M7.11%+2,58513F-HRTimeline
Family Manage LLC41,335$27.5M3.82%-1,16113F-HRTimeline
JARISLOWSKY, FRASER Ltd41,279$27.5M0.15%-9,51913F-HRTimeline
Heritage Trust Co41,186$27.4M2.91%+4,38113F-HRTimeline
Ausdal Financial Partners, Inc.41,040$27.3M1.33%+15,44213F-HRTimeline
ZACKS INVESTMENT MANAGEMENT41,040$27.3M0.22%-15,04713F-HRTimeline
Blueshift Asset Management, LLC40,987$27.3M8.41%-4,24813F-HRTimeline
Sovereign Financial Group, Inc.40,916$27.3M5.1%-14513F-HRTimeline
Ciovacco Capital Management LLC40,810$27.2M13.68%-4,69813F-HRTimeline
RK Capital Management, LLC/FL40,767$27.2M42.01%013F-HRTimeline
Kovack Advisors, Inc.40,754$27.1M2.56%-1,75913F-HRTimeline
Diversified Portfolios, Inc.40,746$27.1M2.4%-10113F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC40,710$27.1M0.72%013F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding40,582$27M-205,104Timeline
LFA - Lugano Financial Advisors SA40,378$26.9M14.18%+57213F-HRTimeline
Welch & Forbes LLC40,312$26.9M0.32%-50413F-HRTimeline
Financial Engines Advisors L.L.C.40,102$26.7M0.05%-1,28313F-HRTimeline
FSA WEALTH PARTNERS, INC.40,028$26.7M10.28%+3,20713F-HRTimeline
Strategic Equity Management40,027$26.7M9.88%-2,30813F-HRTimeline
Roble, Belko & Company, Inc39,931$26.6M3.61%-30313F-HRTimeline
BURKE & HERBERT BANK & TRUST CO39,916$26.6M5.71%-1,22513F-HRTimeline
RAELIPSKIE PARTNERSHIP39,696$26.4M11.36%-3813F-HRTimeline
Legacy Advisors, LLC39,675$26.4M3.26%+15,15813F-HRTimeline
Guardian Wealth Advisors, LLC39,614$26.4M14.96%-37513F-HRTimeline
Prescott Group Capital Management, L.L.…39,583$26.4M2.78%013F-HRTimeline
George Kaiser Family Foundation39,583$26.4M3.7%013F-HRTimeline
Whitford Management LLC39,451$26.3M26.45%-1,34913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BLB&B Advisors, LLC39,441$26.3M1.13%-41513F-HRTimeline
SANDERS MORRIS HARRIS LLC39,405$26.3M3.46%+38,72613F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC39,319$26.2M0.25%new13F-HRTimeline
Tull Financial Group, Inc.39,237$26.1M11.54%+14013F-HRTimeline
Connecticut Wealth Management, LLC39,123$26.1M1.16%+1,11913F-HRTimeline
Penobscot Investment Management Company…39,047$26M2%+1,65913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC39,025$26M2.28%+1,59613F-HRTimeline
Palisade Asset Management, LLC39,019$26M2.42%-42613F-HRTimeline
SimpliFi, Inc.39,003$26M11.12%-3,92913F-HRTimeline
B. Riley Wealth Advisors, Inc.38,968$26M1.25%-1,36513F-HRTimeline
Baltimore-Washington Financial Advisors…38,904$25.9M1.11%-17513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC38,890$25.9M0.88%+3,74513F-HRTimeline
Aspire Private Capital, LLC38,766$25.8M5.68%+15,09013F-HR/ATimeline
Eagle Capital Management, LLC38,702$25.8M9.74%-1013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC38,668$25.8M4.71%+2,15413F-HRTimeline
Ayalon Insurance Comp Ltd.38,602$25.8M6.51%+14,43113F-HRTimeline
True North Advisors, LLC38,635$25.7M4.09%+32,79413F-HRTimeline
Signal Advisors Wealth, LLC38,627$25.7M2.33%-27,17213F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.38,499$25.6M4.55%-413F-HR/ATimeline
Cadence Bank38,466$25.6M1.56%-79813F-HRTimeline
MARINER INVESTMENT GROUP LLC38,422$25.6M7.91%-90,94413F-HRTimeline
Avidian Wealth Enterprises, LLC38,291$25.5M0.96%+1,20513F-HRTimeline
FIRST MANHATTAN CO. LLC.38,120$25.5M0.07%+2,02213F-HRTimeline
PFG Investments, LLC38,185$25.4M1.32%+1,78013F-HRTimeline
Central Pacific Bank - Trust Division38,171$25.4M3.08%-69713F-HRTimeline
Kingsview Wealth Management, LLC38,151$25.4M0.39%-4,37113F-HRTimeline
Wellspring Financial Advisors, LLC714,215$25.4M2.34%+64,00913F-HRTimeline
Mercuria Capital Strategies, LLC38,000$25.3M33.35%-303,00013F-HRTimeline
O'Dell Group, LLC37,584$25M5.37%-9513F-HRTimeline
Polar Asset Management Partners Inc.37,500$25M0.51%new13F-HR/ATimeline
ALBION FINANCIAL GROUP /UT37,383$24.9M1.5%+1713F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC37,351$24.9M0.84%+38713F-HRTimeline
Pilgrim Partners Asia Pte Ltd37,253$24.8M11.05%13F-HRTimeline
Williams Jones Wealth Management, LLC.37,159$24.8M0.28%-1,18113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.37,068$24.7M1.31%-5,70713F-HRTimelineGroup