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Disclosery

SPY STATE STR SPDR S&P 500 ETF T

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SHS (fund), issuer CIK 884394

4,630 managers (4,674 13F filers) reported a position in SPY shares at 2026-06-30, 603,030,824 shares in all. 187 filers opened a position and 124 filers sold out during the quarter.

Managers
4,630
13F filers
4,674
New
187
Added
1,811
Reduced
1,935
Sold out
124
Shares held by filers
603,030,824

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
HUB Investment Partners, LLC39,295$29.3M0.54%+11,17613F-HRTimeline
Roble, Belko & Company, Inc39,108$29.2M3.16%-2113F-HRTimeline
Provenance Wealth Advisors, LLC38,840$29M2.76%+51613F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …39,470$28.9M0.18%-3,94413F-HRTimelineGroup
Larson Financial Group LLC38,561$28.8M0.76%+28113F-HRTimeline
Wellspring Financial Advisors, LLC866,550$28.8M1.9%+115,31613F-HRTimeline
Baltimore-Washington Financial Advisors…38,492$28.7M1.07%-61613F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK38,482$28.7M0.14%-17213F-HRTimelineGroup
Tull Financial Group, Inc.38,453$28.7M11.24%-37313F-HRTimeline
RAELIPSKIE PARTNERSHIP38,435$28.7M10.84%-76413F-HRTimeline
GC Wealth Management RIA, LLC38,398$28.7M1.65%-12,98413F-HRTimeline
Constant Guidance Financial LLC38,397$28.7M18.01%-6,05413F-HRTimeline
Palisade Asset Management, LLC38,343$28.6M2.64%-50513F-HRTimeline
Eagle Capital Management, LLC38,138$28.5M9.72%-9713F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.38,097$28.4M3.58%-41013F-HRTimeline
ALBION FINANCIAL GROUP /UT38,077$28.4M1.65%-1513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC37,945$28.4M0.36%+3313F-HRTimeline
Bienville Capital Management, LLC37,884$28.4M4.09%+6,29313F-HRTimeline
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …37,931$28.3M3.73%013F-HRTimelineGroup
HM PAYSON & CO37,920$28.3M0.38%-17,19713F-HRTimeline
KCM INVESTMENT ADVISORS LLC37,737$28.2M0.84%+46213F-HRTimeline
Vertex Planning Partners, LLC37,639$28.1M4.17%+16,82613F-HRTimeline
IMA Advisory Services, Inc.37,569$28.1M1.76%+8,46413F-HRTimeline
Pallas Capital Advisors LLC37,549$28M0.86%+1,52013F-HRTimeline
Rothschild Wealth LLC37,408$27.9M2.23%-3,70213F-HRTimeline
Atlas Private Wealth Advisors37,332$27.9M6.1%+1,19013F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV37,092$27.7M16.72%-2,60213F-HRTimeline
Genesis Wealth Advisors, LLC37,062$27.7M16.55%+1,17413F-HRTimeline
SPINNAKER TRUST36,911$27.6M1.34%-2113F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP36,812$27.5M0.63%+35,30313F-HRTimeline
Penobscot Investment Management Company…36,755$27.4M1.89%+1,16113F-HRTimeline
Benchmark Financial Wealth Advisors, LLC36,538$27.3M6.74%-3,76713F-HRTimeline
McHugh Group, LLC36,527$27.3M13.94%+3713F-HRTimeline
Halter Ferguson Financial Inc.36,400$27.2M4.43%+10,51313F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC36,103$27M14.83%+1,52013F-HRTimeline
Blue Edge Capital, LLC36,103$27M3.24%-2,59313F-HRTimeline
Williams Jones Wealth Management, LLC.36,032$26.9M0.3%-66613F-HRTimeline
Relyea Zuckerberg Hanson LLC36,007$26.9M2.24%+6,25813F-HR/ATimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO35,996$26.9M0.02%-57,83613F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd35,982$26.8M0.84%+9,99513F-HRTimelineGroup
VAQUERO PRIVATE WEALTH, LTD35,794$26.7M5.5%13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …35,688$26.6M0.04%-123,34213F-HRTimelineGroup
E&G Advisors, LLC35,521$26.5M5.12%+1,71313F-HRTimeline
LAVELLE CAPITAL LP35,407$26.4M13.44%-2213F-HRTimeline
FFT WEALTH MANAGEMENT LLC35,400$26.4M4.14%-6,06613F-HRTimeline
Aristides Capital LLC35,379$26.4M6.76%-48413F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH35,240$26.3M7.09%-75713F-HRTimeline
FIL Ltdin group FIL Ltd35,238$26.3M0.02%+25,48413F-HRTimelineGroup
SHP Wealth Management35,181$26.3M1.81%-7213F-HRTimeline
Mainsail Financial Group, LLC35,003$26.1M8.88%+3,34413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC34,994$26.1M0.64%-20313F-HRTimeline
Cornerstone Capital, Inc.34,948$26.1M2.33%+63813F-HRTimeline
Brickley Wealth Management34,863$26M3.74%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC34,862$26M1.58%-7713F-HRTimeline
COFG Advisors, LLC34,657$25.9M4.47%+32,88813F-HRTimeline
CONDOR CAPITAL MANAGEMENT34,650$25.9M1.94%-1,27813F-HRTimeline
Pilgrim Partners Asia Pte Ltd34,600$25.8M11.35%013F-HRTimeline
Koshinski Asset Management, Inc.34,577$25.8M1.37%+1,60513F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…34,436$25.7M0.13%-94113F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC34,414$25.7M0.74%+29,02213F-HRTimeline
TrueWealth Advisors, LLC34,396$25.7M5.79%-19513F-HRTimeline
Strategic Wealth Investment Group, LLC34,300$25.6M3.11%-48113F-HRTimeline
Henshaw Capital LLC34,135$25.5M0.83%013F-HRTimeline
Texas Capital Bank Wealth Management Se…34,110$25.5M1.36%-2,86313F-HRTimeline
BURKE & HERBERT BANK & TRUST CO34,091$25.5M6.31%+27113F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT34,030$25.4M10.33%+71413F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …34,266$25.4M0.03%013F-HRTimelineGroup
Segment Wealth Management, LLC33,912$25.3M1.31%+16013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…33,872$25.3M1.51%-69013F-HRTimeline
TRUST CO OF OKLAHOMA33,807$25.2M6.49%-213F-HRTimeline
Hummer Financial Advisory Services Inc33,564$25.1M16.53%013F-HRTimeline
Insight Advisors, LLC/ PA33,607$25.1M4.42%-13213F-HRTimeline
Spectrum Strategic Capital Management, …33,515$25M12.41%-77013F-HRTimeline
B. Riley Wealth Advisors, Inc.33,701$25M1.36%+913F-HRTimeline
OpenArc Corporate Advisory, LLC33,412$25M0.3%+1,34313F-HRTimeline
Ellis Investment Partners, LLC33,410$24.9M3.78%+75013F-HRTimeline
NorthCrest Asset Manangement, LLC33,134$24.9M0.64%+3,28913F-HRTimeline
TKG Advisors, LLC33,345$24.9M8.65%+1,07513F-HRTimeline
Aspen Investment Management Inc33,300$24.9M6.69%-2,62513F-HRTimeline
Baron Financial Group, LLC33,282$24.9M11.86%+63013F-HRTimeline
NEPC LLC33,248$24.8M0.46%-6,77713F-HRTimeline
EARNED WEALTH ADVISORS, LLC34,288$24.8M1.6%+23013F-HRTimeline
Royal Capital Wealth Management, LLC33,110$24.7M13.88%-6813F-HRTimeline
Tikvah Management LLCin group Tikvah Management LLC33,104$24.7M7.51%013F-HRTimelineGroup
Aspire Private Capital, LLC33,010$24.7M5.1%+4,43013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC33,000$24.5M0.88%013F-HRTimeline
Gryphon Financial Partners LLC32,723$24.4M2.15%-3,73713F-HRTimeline
Compass Financial Group, Inc. (Ohio)32,711$24.4M16.33%+66913F-HRTimeline
PCG Wealth Advisors, LLC32,638$24.4M5.44%+2,36113F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI32,620$24.4M0.17%+19,09013F-HRTimelineGroup
Thrive Wealth Management, LLC32,564$24.3M3.13%+14213F-HRTimeline
WealthBridge Capital Management, LLC32,533$24.3M4.83%+23013F-HRTimeline
SVB WEALTH LLC32,525$24.3M1.53%-80513F-HRTimeline
First National Bank of Mount Dora, Trus…32,482$24.3M4.86%+3,92113F-HRTimeline
Strategic Equity Management32,397$24.2M8.12%-3,83613F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.32,376$24.2M13%-19713F-HRTimeline
INTEGRITY ALLIANCE, LLC.32,378$24.2M0.76%+3,44513F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC32,333$24.1M0.63%-66313F-HRTimelineGroup
PRIVATE TRUST CO NA32,206$24.1M1.92%-1,78213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC32,200$24M0.4%-23213F-HRTimeline
Sovran Advisors, LLC32,419$24M1.79%+1,92113F-HRTimeline
BRAVE ASSET MANAGEMENT INC32,029$23.9M5.12%+1,90513F-HRTimeline
Meridian Wealth Advisors, LLC31,988$23.9M2.71%+62813F-HRTimeline
Lansing Street Advisors31,837$23.8M5.08%+13,01213F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC31,759$23.7M5.07%+8,54513F-HRTimeline
Aprio Wealth Management, LLC31,713$23.7M1.17%-99713F-HRTimeline
Savvy Advisors, Inc.31,694$23.7M0.51%+1,46013F-HRTimeline
Pettinga Financial Advisors LLC31,658$23.6M3.79%+4,59713F-HRTimeline
PIONEER TRUST BANK N A/OR31,543$23.6M5.34%-83813F-HRTimeline
Clarus Wealth Advisors31,542$23.5M9.06%-55713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC31,417$23.5M0.36%+24,42613F-HRTimeline
Advisory Solutions Group, LLC31,372$23.4M8.02%13F-HRTimeline
ROMANO BROTHERS AND COMPANY31,327$23.4M2.35%-12513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.31,237$23.4M0.85%-57713F-HRTimeline
AdvisorNet Financial, Inc31,275$23.4M1.07%+1,21213F-HRTimeline
Humankind Investments LLC31,170$23.3M11.13%013F-HRTimeline
Tempo Wealth, LLC31,162$23.3M3.45%-5713F-HRTimeline
Aaron Wealth Advisors LLC31,147$23.3M1.18%+7,28213F-HRTimeline
Hardy Reed LLC30,942$23.1M1.48%-51113F-HRTimeline
PCG ASSET MANAGEMENT, LLC30,741$23M16.5%013F-HRTimeline
Solstein Capital, LLC30,798$23M7.87%+1913F-HRTimeline
WESBANCO BANK INC30,783$23M0.57%-2813F-HRTimeline
SENTINEL TRUST CO LBA30,775$23M2.04%-1,00813F-HRTimeline
DAVENPORT & Co LLC30,703$22.9M0.12%+1,75713F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC30,664$22.9M0.72%-113F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…30,656$22.9M4.34%013F-HRTimelineGroup
Family Capital Management, Inc.30,607$22.9M8.86%-4913F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC30,604$22.9M6.59%+19,50413F-HRTimeline
SVRN Asset Management, LLC30,596$22.8M11.75%+30,14113F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co30,549$22.8M0.05%-4,03813F-HRTimelineGroup
Sincerus Advisory, LLC30,511$22.8M15.47%-19113F-HRTimeline
Royal Fund Management, LLC30,509$22.8M1.9%+21,03513F-HRTimeline
CX Institutional30,467$22.8M0.66%+2,73913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…30,403$22.7M0.77%+32213F-HRTimelineGroup
UMB Bank, n.a.30,356$22.7M0.29%-213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cordoba Advisory Partners LLC30,274$22.7M4.8%-42,85813F-HRTimeline
West Branch Capital LLC30,320$22.6M5.26%+15113F-HRTimeline
Jacksonville Wealth Management, LLC30,225$22.6M12.77%+1,47613F-HRTimeline
WestEnd Advisors, LLC30,214$22.6M0.5%+4,63213F-HRTimeline
AXA S.A.in group AXA S.A.34,766$22.5M24.53%-33,16313F-HRTimelineGroup
Annandale Capital, LLC30,170$22.5M3.34%-39613F-HRTimeline
Kopp Family Office, LLC30,163$22.5M13.8%+27413F-HRTimeline
Nilsine Partners, LLC30,155$22.5M1.56%+11713F-HRTimeline
Symphony Financial, Ltd. Co.30,254$22.5M2.46%+11,59813F-HRTimeline
DELTA FINANCIAL ADVISORS LLC30,116$22.5M5.34%-71113F-HRTimeline
LOWE BROCKENBROUGH & CO INC30,103$22.5M1%+64013F-HRTimeline
Traction Financial Partners, LLC29,946$22.4M11.88%+1,58013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc29,900$22.3M<0.01%013F-HRTimelineGroup
EQUITABLE TRUST CO29,798$22.3M0.93%+9,48013F-HRTimeline
Hibernia Wealth Partners, LLC29,722$22.2M12.02%-26,14313F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…29,741$22.2M17.44%-451,73113F-HRTimeline
FOSTER & MOTLEY INC29,602$22.1M1.02%+1,05213F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD29,595$22.1M15.25%-4,53713F-HRTimeline
Perennial Investment Advisors, LLC29,542$22.1M1.47%-62313F-HRTimeline
GREAT LAKES ADVISORS, LLC29,518$22M0.17%-52013F-HRTimeline
Plante Moran Financial Advisors, LLC29,487$22M1.02%-72913F-HRTimeline
Winthrop Advisory Group LLC29,388$22M1.48%+33613F-HRTimeline
Evelyn Partners Group Ltdin group Evelyn Partners Group Ltd29,458$22M0.05%13F-HRTimelineGroup
CALTON & ASSOCIATES, INC.29,442$22M3.22%-1,89813F-HRTimeline
Ramiah Investment Group29,347$21.9M16.73%+28,20113F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG32,517$21.9M0.31%+1,11513F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC29,287$21.9M0.24%-43,97313F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …29,280$21.9M10.32%-46713F-HRTimeline
YHB Investment Advisors, Inc.29,237$21.8M1.4%-22513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC29,172$21.8M0.54%-54913F-HRTimeline
Florida Trust Wealth Management Co28,883$21.6M0.54%-71113F-HRTimeline
SlateStone Wealth, LLC28,878$21.6M1.65%-45413F-HRTimeline
Resolute Advisors LLC28,800$21.6M5.17%-1,72913F-HRTimeline
MYCIO WEALTH PARTNERS, LLC28,825$21.5M4.02%+4513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC28,732$21.5M1.86%+5613F-HRTimeline
PINKERTON WEALTH, LLC32,922$21.4M1.84%-37,27613F-HRTimeline
Cornerstone Wealth Management, LLC28,653$21.4M0.92%+30213F-HRTimeline
Retirement Management Systems Inc.28,642$21.4M4.38%+1,56213F-HRTimeline
Gateway Wealth Partners, LLC28,610$21.4M1.28%-26,36113F-HRTimeline
Moors & Cabot, Inc.28,490$21.3M0.83%+56813F-HRTimeline
ROTHSCHILD INVESTMENT LLC28,407$21.2M0.79%-41413F-HRTimeline
ANB BANK28,403$21.2M7.91%-49813F-HRTimeline
Financial Management Professionals, Inc.28,168$21.1M2%+23,14013F-HRTimeline
Granite Bay Wealth Management, LLC28,166$21M1.94%+25,40013F-HRTimeline
Palisades Hudson Asset Management, L.P.28,155$21M7.36%-10913F-HRTimeline
Ciovacco Capital Management LLC28,159$21M9.35%-53413F-HRTimeline
New England Private Wealth Advisors LLC28,406$21M2.03%-26213F-HRTimeline
Solidarity Wealth, LLC28,087$21M3.65%-1,64813F-HRTimeline
Trifecta Capital Advisors, LLC28,056$21M2.7%-48913F-HRTimeline
Magnus Financial Group LLC28,043$20.9M1.48%+1,25013F-HRTimeline
KLCM Advisors, Inc.27,996$20.9M1.67%-1,38313F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…27,960$20.9M6.74%-44513F-HRTimeline
Intrepid Financial Planning Group LLC27,923$20.9M7.09%-31413F-HRTimeline
CENTRAL BANK & TRUST CO27,915$20.8M2.96%-56413F-HRTimeline
Graham Capital Management, L.P.27,900$20.8M0.56%new13F-HRTimeline
Financial & Tax Architects, LLC27,859$20.8M4.39%-1,77313F-HRTimeline
Strategic Blueprint, LLC27,842$20.8M1.04%+8213F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC27,769$20.8M0.75%+91313F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…27,774$20.7M0.68%-15,554,23913F-HRTimelineGroup
True Freedom Investing, LLC31,865$20.7M1.62%-37713F-HRTimeline
Odyssey Group, LLC27,723$20.7M5.6%13F-HRTimeline
Compass Planning Associates Inc27,721$20.7M11.19%-1,12313F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC27,691$20.7M1.11%-74013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…27,608$20.7M0.1%-51,97213F-HRTimelineGroup
OAKWORTH CAPITAL, INC.27,612$20.6M0.98%-34913F-HRTimeline