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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
Argent Trust Co60,503$41.3M1.41%+1,23013F-HRTimeline
IHT Wealth Management, LLC60,475$41.2M1%-22,84413F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC60,211$41.2M5.88%13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp60,199$41.1M1.05%-54713F-HRTimelineGroup
Orchard Capital Management, LLC60,000$40.9M35.51%new13F-HRTimeline
ASPIRIANT, LLC59,832$40.8M1.17%-59713F-HRTimeline
Jackson, Grant Investment Advisers, Inc.59,756$40.7M13.42%-56113F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD59,350$40.5M0.09%-3,12513F-HRTimeline
Humankind Investments LLC59,140$40.3M18.09%013F-HRTimeline
HANOVER ADVISORS INC59,094$40.3M15.65%-27213F-HRTimeline
Wilkerson Advisory Group LLC58,991$40.2M14.17%13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.58,745$40.2M1.5%+1,51913F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management58,788$40.1M1.34%-4,21713F-HRTimelineGroup
MTC Wealth Management LLC58,688$40M18.78%-1,88713F-HRTimeline
ADIRONDACK TRUST CO58,676$40M13.16%-66513F-HRTimeline
Evansbrook LLC58,475$39.9M26.67%13F-HRTimeline
Retirement Planning Group, LLC58,397$39.8M1.31%+4,14813F-HRTimeline
James J. Burns & Company, LLC58,382$39.8M5.49%+9,15413F-HRTimeline
Navigation Wealth Management, Inc.58,347$39.8M59.1%-4,68313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding58,099$39.6M+3,389Timeline
1832 Asset Management L.P.57,943$39.5M0.05%+25,01813F-HRTimeline
WEDBUSH SECURITIES INC57,898$39.5M1.15%+4,59313F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM57,777$39.4M3.42%-68313F-HRTimelineGroup
OneDigital Investment Advisors LLC57,698$39.3M0.39%-4,06213F-HRTimeline
TCV Trust & Wealth Management, Inc.57,672$39.3M3.18%+4,42813F-HRTimeline
Union Bancaire Privee, UBP SA55,647$39.3M0.47%+5,40613F-HRTimeline
Mine & Arao Wealth Creation & Managemen…57,232$39M15.27%+3313F-HRTimeline
TIG Advisors, LLCin group TIG Advisors, LLC57,198$39M1.88%+15913F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP57,015$38.9M1.45%+15313F-HRTimeline
Capital Wealth Planning, LLC57,003$38.9M0.25%+2,21213F-HRTimeline
SFG Wealth Management, LLC.56,997$38.9M15.27%-37,93413F-HRTimeline
Hapanowicz & Associates Financial Servi…56,967$38.8M15.22%+88413F-HRTimeline
CULLINAN ASSOCIATES INC56,861$38.8M2.63%+2,19413F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC56,575$38.6M0.27%+13,46313F-HRTimeline
Glen Eagle Advisors, LLC56,524$38.5M5.25%+30813F-HRTimeline
Hibernia Wealth Partners, LLC56,352$38.4M11.57%+27,13713F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC56,367$38.4M9.24%-1,01213F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…56,275$38.4M0.29%-31913F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP56,243$38.4M0.16%-2,58613F-HRTimeline
Welch & Forbes LLC56,158$38.3M0.46%+15,84613F-HRTimeline
HMS Capital Management, LLC56,110$38.3M15.83%-24,24713F-HRTimeline
Kellett Wealth Advisors, LLC56,074$38.2M21.84%+47713F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …56,000$38.2M0.02%-50,00013F-HRTimelineGroup
PROFFITT & GOODSON INC55,932$38.1M5.33%-1,42413F-HRTimeline
McAlister, Sweet & Associates, Inc.55,895$38.1M28.94%-25,05013F-HRTimeline
RPO LLC55,826$38.1M43.65%+36,38913F-HRTimeline
Cercano Management LLC55,788$38M1.44%+3,60113F-HRTimeline
Capasso Planning Partners LLC55,703$38M20.88%-2,03113F-HRTimeline
True Freedom Investing, LLC55,483$37.8M2.58%+37,17213F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding55,423$37.8M+668Timeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC55,213$37.7M2.08%+8,68413F-HRTimelineGroup
McElhenny Sheffield Capital Management,…55,316$37.7M9.18%-2,98813F-HRTimeline
Mechanics Bank Trust Department55,202$37.6M4.93%-21713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC54,689$37.3M0.21%+3,46413F-HRTimeline
ADAR1 Capital Management, LLCin group ADAR1 Capital Management, LLC54,684$37.3M2.79%013F-HR/ATimelineGroup
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…54,600$37.2M0.19%-1,40013F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC54,297$37M1.96%-4313F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE54,243$37M3.16%+26,89913F-HRTimeline
Safeguard Investment Advisory Group, LLC54,027$36.8M9.42%-3,99313F-HRTimeline
Focus Financial Network, Inc.53,867$36.7M1.28%+23513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC53,556$36.6M4.11%-23513F-HRTimeline
Crescent Grove Advisors, LLC53,212$36.4M3.46%-5,57913F-HRTimeline
Kingsview Wealth Management, LLC53,318$36.4M0.52%+15,16713F-HRTimeline
Prosperity Consulting Group, LLC53,253$36.3M1.63%+1,87713F-HRTimeline
OAKMONT Corp53,241$36.3M6.28%+1,41513F-HRTimeline
CoreCap Advisors, LLC53,166$36.3M1.27%-1,03613F-HRTimeline
Roth Financial Partners LLC53,079$36.2M11.95%-26913F-HRTimeline
GREENBERG FINANCIAL GROUP53,024$36.2M14.89%13F-HRTimeline
Capital World Investors52,566$36.1M<0.01%+10,91713F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…52,676$35.9M0.57%+34413F-HRTimelineGroup
Bridgewater Advisors Inc.52,390$35.9M2.33%-6813F-HRTimeline
Callan Family Office, LLC52,590$35.9M0.77%+1,48713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP52,547$35.8M0.73%-51913F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC52,480$35.8M1.97%+2,29413F-HRTimeline
Constant Guidance Financial LLC52,403$35.7M25.14%+5,56413F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…52,196$35.6M0.18%+2,47213F-HRTimeline
Capital Investment Advisors, LLC52,017$35.5M0.54%-68813F-HRTimeline
Pinnacle Wealth Management Advisory Gro…51,781$35.3M2.43%-1,74013F-HRTimeline
Curated Wealth Partners LLC51,774$35.3M3.82%+14113F-HRTimeline
Ironsides Asset Advisors, LLC51,627$35.2M8.92%+2513F-HRTimeline
Granite FO LLC51,542$35.1M18.75%-39813F-HRTimeline
FARMERS TRUST CO51,542$35.1M5.73%-10,15913F-HRTimeline
Clarity Wealth Advisors, LLC51,485$35.1M7.16%+25813F-HRTimeline
DIVERSIFIED MANAGEMENT INC51,436$35.1M8.19%13F-HRTimeline
First Heartland Consultants, Inc.51,325$35M2.65%-1,21613F-HRTimeline
Momentum Wealth Planning, LLC51,051$34.9M27.24%-38513F-HRTimeline
Western Wealth Management, LLC50,782$34.6M1.6%+90313F-HRTimeline
BIRINYI ASSOCIATES INC50,769$34.6M8.66%-2,16713F-HRTimeline
BOSTON FAMILY OFFICE LLC50,693$34.6M2.19%+1,70113F-HRTimeline
Wind River Trust Co50,618$34.5M12.89%-65513F-HRTimeline
Marmo Financial Group, LLC50,600$34.5M16.33%-85113F-HRTimeline
FRIENDS OF THE CORNELL LAB OF ORNITHOLO…50,584$34.5M33.09%13F-HRTimeline
LANARK FINANCIAL, INC.50,529$34.5M2.58%+1,43013F-HRTimeline
Vestmark Advisory Solutions, Inc.50,505$34.4M0.46%+41,90913F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding50,199$34.4M+29,181Timeline
MKT Advisors LLC49,981$34.4M11.73%-1,06713F-HRTimeline
Sanchez Wealth Management Group50,291$34.3M7.33%-4,14813F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT50,283$34.3M2.16%-60713F-HRTimeline
GQG Partners LLC50,058$34.1M0.06%+32,72213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC59,475$34.1M0.61%+9,00513F-HR/ATimeline
CARDIFF PARK ADVISORS, LLC49,987$34.1M2.81%-77813F-HRTimeline
True North Advisors, LLC49,954$34.1M4.4%+11,31913F-HRTimeline
Austin Private Wealth, LLC49,553$33.8M2.53%+1,08613F-HRTimeline
Cresta Advisors, Ltd.49,552$33.8M14.17%+27913F-HRTimeline
HM PAYSON & CO49,525$33.8M0.48%-80613F-HRTimeline
Aft, Forsyth & Sober, LLC49,400$33.7M10.2%013F-HRTimeline
NorthCrest Asset Manangement, LLC48,863$33.6M0.75%-20513F-HRTimeline
Clarius Group, LLC49,026$33.4M1.91%-2,50113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC48,935$33.4M18.59%-6,43313F-HRTimeline
Ninepoint Partners LP48,800$33.3M3.95%-1,70013F-HRTimeline
GFS Advisors, LLC47,500$33.1M3.93%-1,85413F-HRTimeline
Fortis Capital Advisors, LLC48,411$33M4.87%+10613F-HRTimeline
QUADRANT CAPITAL GROUP LLC48,395$33M1%+24,68213F-HRTimeline
Montz Harcus Wealth Management LLC48,257$32.9M13.34%-72213F-HRTimeline
BigSur Wealth Management LLC48,067$32.9M7.97%-4,48713F-HRTimeline
Americana Partners, LLC48,191$32.9M0.9%+15,79313F-HRTimeline
Regal Investment Advisors LLC48,061$32.8M1.96%+60213F-HRTimeline
Palumbo Wealth Management LLC47,811$32.6M8.04%+29813F-HRTimeline
Calydon Capital47,765$32.6M5.49%+6713F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC47,718$32.5M5.23%+9,05013F-HRTimeline
HANCOCK WHITNEY CORP47,616$32.5M0.59%+3,81013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC47,494$32.4M5.08%+1,96713F-HRTimeline
Empowered Funds, LLC47,476$32.4M0.55%+37,45013F-HR/ATimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH47,469$32.4M0.27%+21,20913F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…46,917$32M1.31%+17,51613F-HR/ATimeline
iA Global Asset Management Inc.46,816$31.9M0.41%-23,22113F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …46,683$31.8M0.27%+1,26313F-HRTimelineGroup
71 West Capital Partners46,685$31.8M1.46%13F-HRTimeline
Parallel Advisors, LLC46,617$31.8M0.58%+63013F-HRTimeline
BSW Wealth Partners46,601$31.8M3.81%-85113F-HRTimeline
ZACKS INVESTMENT MANAGEMENT46,474$31.7M0.25%+5,43413F-HRTimeline
Redhawk Wealth Advisors, Inc.46,438$31.7M3.55%+4,62713F-HRTimeline
Benchmark Financial Wealth Advisors, LLC46,398$31.6M9.08%-2,13213F-HRTimeline
Taylor & Morgan Wealth Management, LLC46,316$31.6M17.7%+1,34913F-HRTimeline
Independent Family Office, LLC46,220$31.5M13.16%013F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC46,064$31.4M5.13%+1,69113F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …46,050$31.4M0.46%+21,65813F-HRTimelineGroup
Texas Capital Bank Wealth Management Se…45,933$31.3M1.81%+25,12013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…45,891$31.3M0.6%-4,41413F-HRTimelineGroup
Aspect Partners, LLC45,860$31.3M13.69%+14,98813F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…480,984$31.2M19.41%+27,65813F-HRTimeline
First Western Trust Bank45,627$31.1M1.53%-78,06013F-HRTimeline
Hobart Private Capital, LLC45,441$31M6.05%-2,19013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.45,240$30.9M0.45%+2,89813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LWM Advisory Services, LLC45,197$30.8M18.06%+83413F-HRTimeline
SMITH, MOORE & CO.45,197$30.8M2.33%-8,79713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co45,162$30.8M0.35%-2,92413F-HRTimelineGroup
GC Wealth Management RIA, LLC45,140$30.8M1.13%+9,47013F-HRTimeline
MOTCO45,065$30.7M2.79%-5913F-HRTimeline
Elequin Capital, LP45,019$30.7M4.01%+44,03813F-HRTimeline
WHITE MOUNTAINS INSURANCE GROUP LTD45,000$30.7M11.72%new13F-HRTimeline
PFG Investments, LLC44,941$30.6M1.44%+6,75613F-HRTimeline
AMARILLO NATIONAL BANK44,875$30.6M5.37%-80313F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC45,016$30.5M0.33%+18,67713F-HRTimeline
Vavra Capital Management, LLC44,699$30.5M29.94%13F-HRTimeline
Aragon Global Management, LP44,580$30.4M9.23%013F-HRTimeline
Provida Pension Fund Administrator44,575$30.4M0.53%+16,74513F-HRTimeline
Ayalon Insurance Comp Ltd.44,419$30.4M7.37%+5,81713F-HRTimeline
Addison Capital Co44,502$30.3M7.58%+10,41713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV44,482$30.3M1.6%+23,96713F-HRTimeline
Firestone Capital Management44,410$30.3M6.42%-1,91413F-HRTimeline
KCM INVESTMENT ADVISORS LLC44,364$30.3M0.97%+29113F-HRTimeline
NDWM LLC44,102$30.1M19.9%+1,66113F-HRTimeline
Timmons Wealth Management, LLC43,987$30M29.52%13F-HRTimeline
Advance Capital Management, Inc.43,914$29.9M1.27%-1,34013F-HRTimeline
GERMAN AMERICAN BANCORP, INC.43,894$29.9M2.55%-49213F-HRTimeline
First Business Financial Services, Inc.43,791$29.9M2.74%013F-HRTimeline
Family Manage LLC43,755$29.8M3.77%+2,42013F-HRTimeline
FSA WEALTH PARTNERS, INC.43,753$29.8M10.72%+3,72513F-HRTimeline
Jasper Ridge Partners, L.P.43,695$29.8M0.66%013F-HRTimeline
Heritage Trust Co43,633$29.8M3.03%+2,44713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC43,586$29.7M0.38%+13,43513F-HRTimeline
Argos Wealth Advisors, LLC6,923$29.5M7.93%13F-HRTimeline
CenterStar Asset Management, LLC43,167$29.4M46.36%+10,75613F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…43,105$29.4M8.65%+11,72513F-HRTimeline
ARS Investment Partners, LLC43,069$29.4M1.72%+27713F-HRTimeline
Salomon & Ludwin, LLC42,641$29.3M2.59%+5413F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC42,900$29.3M0.57%+21,51913F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC42,522$29.1M0.65%+9,76413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.42,393$29M1.26%+22,05213F-HRTimelineGroup
111 Capital42,442$28.9M6.31%new13F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC42,360$28.9M0.74%+17,88813F-HRTimeline
Resonant Capital Advisors, LLC42,223$28.9M1.59%-8313F-HRTimeline
Avestar Capital, LLC42,067$28.7M1.97%-6,43213F-HRTimeline
Provenance Wealth Advisors, LLC42,020$28.7M3.18%-1,71213F-HRTimeline
Sovereign Financial Group, Inc.41,948$28.6M5.1%+1,03213F-HRTimeline
Snowden Capital Advisors LLC41,821$28.6M0.74%+45513F-HRTimeline
Three Bridge Wealth Advisors, LLC41,763$28.6M7.53%+48413F-HRTimeline
PKS Advisory Services, LLC41,862$28.5M6.51%-10413F-HRTimeline
Indiana Trust & Investment Management Co41,755$28.5M8.4%-32013F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC41,734$28.5M0.48%-11413F-HRTimeline
LCM Capital Management Inc41,638$28.4M13.72%-33813F-HRTimeline
Financial Engines Advisors L.L.C.41,516$28.3M0.05%+1,41413F-HRTimeline
GREENLEAF TRUST41,426$28.2M0.26%-2,02313F-HRTimeline
NEPC LLC41,403$28.2M0.6%-20613F-HRTimeline
FFT WEALTH MANAGEMENT LLC41,260$28.2M5.37%-6,94713F-HRTimeline
Investors Portfolio Services LLC41,231$28.1M25.35%13F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.40,988$28M10.56%-70213F-HRTimeline
Financially Speaking Inc40,887$27.9M18.04%new13F-HRTimeline
Houlihan Financial Resource Group, Ltd.40,562$27.9M10.59%+20,47913F-HRTimeline