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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
TrueWealth Advisors, LLC35,906$20.1M6.6%-9,99913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.35,723$20M0.99%-79613F-HRTimeline
Segment Wealth Management, LLC35,791$20M1.35%-17013F-HRTimeline
NEPC LLC35,789$20M0.55%013F-HRTimeline
Watts Gwilliam & Co., LLC35,776$20M4.34%+1,45913F-HRTimeline
Belmont Capital, LLC35,753$20M3.59%013F-HRTimeline
Union Bancaire Privee, UBP SA35,225$20M0.38%-22,67613F-HRTimeline
Copperwynd Financial, LLC35,683$20M5.51%-1,73413F-HRTimeline
Compass Planning Associates Inc35,651$19.9M20.16%+74313F-HRTimeline
James J. Burns & Company, LLC35,552$19.9M3.56%+5,61713F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC35,530$19.9M0.14%-38,57213F-HRTimeline
Weil Company, Inc.35,395$19.8M5.91%+17,14413F-HRTimeline
Thrive Wealth Management, LLC35,341$19.8M3.78%-1,64213F-HRTimeline
Financial Engines Advisors L.L.C.35,256$19.7M0.04%+54213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC35,166$19.7M0.85%-1,42413F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC35,113$19.6M0.16%-2,25113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.35,098$19.6M1.24%-1,96813F-HRTimelineGroup
Alight Capital Management LP35,000$19.6M10.32%new13F-HRTimeline
PRIVATE TRUST CO NA34,956$19.6M2.01%+4,53313F-HRTimeline
HANCOCK WHITNEY CORP34,872$19.5M0.64%-2,88013F-HRTimeline
Banque de Luxembourg S.A.34,778$19.5M11.13%013F-HRTimeline
SENTINEL TRUST CO LBA34,754$19.4M2.29%-53213F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.34,602$19.4M0.15%-8,20613F-HRTimeline
Heritage Trust Co34,548$19.3M2.34%+4,09913F-HRTimeline
Aspen Investment Management Inc34,348$19.2M8.86%+68113F-HRTimeline
Avidian Wealth Enterprises, LLC34,290$19.2M0.85%-4,52513F-HRTimeline
Saiph Capital, LLC34,279$19.2M9.16%-31813F-HRTimeline
Thomist Capital Management, LP34,400$19.1M8.04%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC33,998$19.1M0.28%+72513F-HRTimeline
Hummer Financial Advisory Services Inc33,610$18.9M15.31%+14313F-HRTimeline
Meridian Wealth Advisors, LLC33,602$18.8M3.19%-40113F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP33,532$18.8M1.69%-47,74213F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.33,504$18.7M0.74%+23,18013F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding34,226$18.7M-769Timeline
Koshinski Asset Management, Inc.33,419$18.7M1.59%+3,75413F-HRTimeline
NewSquare Capital LLC33,292$18.6M1.52%-10,34113F-HRTimeline
PIONEER TRUST BANK N A/OR33,183$18.6M4.89%+1,22413F-HRTimeline
Tikvah Management LLCin group Tikvah Management LLC33,104$18.5M6.31%-3,62013F-HRTimelineGroup
Arkadios Wealth Advisors33,009$18.5M0.7%+13,83913F-HRTimeline
Blue Investment Partners LLC32,978$18.4M6.94%+95113F-HRTimeline
Second Line Capital, LLC32,660$18.3M4.72%+43913F-HRTimeline
DELTA FINANCIAL ADVISORS LLC32,741$18.3M6.88%+1813F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/32,728$18.3M1%-1,69713F-HRTimeline
Resolute Advisors LLC32,576$18.3M5.27%+44413F-HRTimeline
Baron Financial Group, LLC32,519$18.2M11.44%+6213F-HRTimeline
Aprio Wealth Management, LLC32,491$18.2M2.28%-62613F-HRTimeline
SEVEN MILE ADVISORY32,473$18.2M12.12%+3013F-HRTimeline
COUNTRY CLUB BANK32,670$18.2M1.22%-6513F-HRTimeline
CX Institutional32,387$18.1M0.68%-6,87613F-HRTimeline
CENTRAL BANK & TRUST CO32,175$18M3.01%+49313F-HRTimeline
PCG ASSET MANAGEMENT, LLC32,119$18M16.81%-38213F-HRTimeline
Gateway Wealth Partners, LLC32,099$18M4.03%-39413F-HRTimeline
Gillson Capital LP32,046$17.9M1.53%new13F-HRTimeline
Reyes Financial Architecture, Inc.31,910$17.9M13.14%+7,19613F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…31,874$17.8M0.83%-7,95413F-HRTimeline
Accurate Wealth Management, LLC33,390$17.8M3.4%+2,98613F-HRTimeline
WealthBridge Capital Management, LLC31,616$17.7M5%+1,98513F-HRTimeline
Clarus Wealth Advisors32,221$17.7M9.45%+4,44113F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC31,551$17.6M0.03%-13,18913F-HRTimelineGroup
Hardy Reed LLC31,491$17.6M1.55%-4,08913F-HRTimeline
Royal Capital Wealth Management, LLC31,471$17.6M12.34%+13313F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD31,406$17.6M15.07%-1,63013F-HRTimeline
Avestar Capital, LLC31,401$17.6M1.67%+3,41013F-HRTimeline
New England Private Wealth Advisors LLC31,380$17.6M2.71%-1,50013F-HRTimeline
Coastline Trust Co31,192$17.4M2.17%-96613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Penobscot Investment Management Company…31,182$17.4M1.64%+79513F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC31,142$17.4M4.23%+3,01513F-HR/ATimeline
CLARK FINANCIAL SERVICES GROUP INC …30,976$17.3M12%+11,35113F-HRTimeline
Genesis Wealth Advisors, LLC30,967$17.3M14.03%+2,05613F-HRTimeline
FIRST MANHATTAN CO. LLC.30,843$17.3M0.05%-94813F-HRTimeline
E&G Advisors, LLC30,922$17.3M4.88%+1,29713F-HRTimeline
Strategic Blueprint, LLC30,906$17.3M0.94%+1,20713F-HRTimeline
Henshaw Capital LLC30,900$17.3M0.76%013F-HRTimeline
ROMANO BROTHERS AND COMPANY30,853$17.3M2.23%-66013F-HRTimeline
Insight Advisors, LLC/ PA30,818$17.2M3.02%+2,68813F-HRTimeline
Safe Harbor Fiduciary, LLC30,812$17.2M17.83%-19913F-HRTimeline
JCP Investment Management, LLCin group JCP Investment Management, LLC30,669$17.2M10.61%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.30,598$17.1M1.19%-45713F-HRTimeline
Q Global Advisors, LLCin group Q Global Advisors, LLC30,541$17.1M13.89%new13F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC30,418$17.1M0.57%+60813F-HRTimeline
Nilsine Partners, LLC30,504$17.1M1.87%+2,37713F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG30,512$17.1M0.31%+21513F-HRTimelineGroup
Cornerstone Capital, Inc.30,474$17M1.83%-1,08713F-HRTimeline
Intrepid Financial Planning Group LLC30,460$17M7.89%-73313F-HRTimeline
Ellis Investment Partners, LLC30,460$17M3.52%+3,63813F-HRTimeline
McHugh Group, LLC30,399$17M12.86%+3,69913F-HRTimeline
TKG Advisors, LLC30,373$17M8.38%+1,51513F-HRTimeline
DOHJ, LLC30,351$17M3.88%-2013F-HRTimeline
Sepio Capital, LP30,313$17M1.34%-43313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO30,308$17M0.02%+1,15713F-HR/ATimelineGroup
LifeSteps Financial, Inc.30,221$16.9M13.71%-18413F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.30,199$16.9M13.23%-12413F-HRTimeline
Sharkey, Howes & Javer30,084$16.8M2.41%-5,47513F-HRTimeline
Affinity Asset Advisors, LLC30,000$16.8M2.63%new13F-HRTimeline
Sincerus Advisory, LLC29,965$16.8M17.68%-18013F-HRTimeline
Beacon Bridge Wealth Partners, LLC29,900$16.7M7.14%-4,49313F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc29,900$16.7M<0.01%013F-HRTimelineGroup
KENNICOTT CAPITAL MANAGEMENT LLC29,759$16.6M10.86%-17,41913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC29,759$16.6M1.93%+3,88713F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP29,700$16.6M4.12%+29,33913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…29,670$16.6M0.44%+48213F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC29,658$16.6M0.31%+86913F-HRTimeline
CENTRAL TRUST Co29,638$16.6M0.41%-8,27813F-HRTimeline
Kesler, Norman & Wride, LLC29,509$16.5M3.14%+37713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC29,431$16.5M0.57%+76913F-HRTimeline
QUADRANT CAPITAL GROUP LLC29,495$16.5M0.61%-16,32013F-HRTimeline
L & S Advisors Inc29,479$16.5M2.03%-45,93813F-HRTimeline
Palisades Hudson Asset Management, L.P.29,434$16.5M7.47%-8,21313F-HRTimeline
Solstein Capital, LLC29,433$16.5M9.58%-3313F-HRTimeline
Quintet Private Bank (Europe) S.A.29,250$16.4M0.96%-6,35213F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC29,053$16.3M1.29%-5313F-HRTimeline
YHB Investment Advisors, Inc.28,932$16.2M1.35%-1,43313F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…28,839$16.2M3.12%-64013F-HR/ATimelineGroup
Kaizen Financial Strategies28,840$16.1M9.31%+1,70013F-HRTimeline
Cypress Capital, LLC28,754$16.1M4.64%+14513F-HRTimeline
Plante Moran Financial Advisors, LLC28,699$16.1M1.38%+17313F-HRTimeline
Scharf Investments, LLC28,660$16M0.48%-138,81413F-HRTimeline
Mainsail Financial Group, LLC28,593$16M9.06%+1,59413F-HRTimeline
Bleichroeder LP28,570$16M4.26%013F-HRTimeline
Hibernia Wealth Partners, LLC29,574$15.9M11.32%new13F-HRTimeline
Arete Wealth Advisors, LLC28,401$15.9M1.21%-1,72313F-HRTimeline
Composition Wealth, LLC28,377$15.9M0.32%+69713F-HRTimeline
AdvisorNet Financial, Inc28,345$15.9M1.18%+7,48813F-HRTimeline
BFSG, LLC28,266$15.8M1.92%-8,57513F-HRTimeline
American Investment Services, Inc.28,226$15.8M2.78%-513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.28,220$15.8M<0.01%+23,87113F-HRTimelineGroup
SANDERS MORRIS HARRIS LLC28,115$15.8M2.44%+4,90713F-HRTimeline
PATTON FUND MANAGEMENT, INC.28,131$15.7M3.81%-30013F-HRTimeline
West Branch Capital LLC28,126$15.7M5.25%+1,03813F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC28,118$15.7M1.98%-40913F-HRTimeline
Sachetta, LLC27,986$15.7M6.42%+7313F-HRTimeline
Bulltick Wealth Management, LLC27,860$15.6M4.15%+14,92513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC27,887$15.6M0.33%+53713F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…27,812$15.6M5.94%-4,70213F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …27,760$15.5M0.25%-1,68013F-HRTimelineGroup
Apriem Advisors27,659$15.5M1.81%+61413F-HRTimeline
Addison Capital Co27,589$15.4M6.05%+5,97313F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd27,526$15.4M1.35%-1,01713F-HRTimelineGroup
GC Wealth Management RIA, LLC27,497$15.4M2.82%+26113F-HRTimeline
Wealth Architects, LLC27,434$15.3M1.69%+40413F-HR/ATimeline
Neumann Capital Management, LLC27,373$15.3M5.29%-16113F-HRTimeline
ANB BANK27,307$15.3M6.83%+3,02413F-HRTimeline
SAX WEALTH ADVISORS, LLC27,261$15.2M1.09%+60313F-HRTimeline
Moors & Cabot, Inc.27,222$15.2M0.77%+1,02813F-HRTimeline
CAAS CAPITAL MANAGEMENT LP27,191$15.2M7.21%-11,92113F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.27,126$15.2M12.92%013F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC27,088$15.2M6.15%-1,05113F-HRTimeline
Virtue Capital Management, LLC27,114$15.1M1.77%-6,97113F-HRTimeline
Perennial Investment Advisors, LLC27,075$15.1M1.71%+3,54113F-HRTimeline
IMA Advisory Services, Inc.27,031$15.1M1.79%+53813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…27,023$15.1M0.83%+11,44713F-HRTimelineGroup
MONECO ADVISORS, LLC27,022$15.1M1.57%-48613F-HR/ATimeline
Relyea Zuckerberg Hanson LLC26,991$15.1M2.03%+5613F-HRTimeline
FOUNDERS CAPITAL MANAGEMENT, LLC26,980$15.1M2.78%-65313F-HRTimeline
AMERICAN ASSET MANAGEMENT INC.26,962$15.1M15%-2,02913F-HRTimeline
Rockbridge Investment Management, LCC26,949$15.1M1.78%-23213F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE26,939$15.1M2.79%13F-HRTimeline
Winthrop Advisory Group LLC26,834$15.1M1.81%-5,05213F-HRTimeline
Verity Asset Management, Inc.26,911$15.1M6.13%-9,28013F-HRTimeline
Optas, LLC26,906$15.1M2.62%013F-HRTimeline
Trifecta Capital Advisors, LLC26,899$15M3.15%-1,18513F-HRTimeline
CALTON & ASSOCIATES, INC.26,892$15M3.43%+10,40713F-HR/ATimeline
PETERSON WEALTH MANAGEMENT26,795$15M10.09%+44713F-HRTimeline
Ethos Financial Group, LLC25,507$14.9M1.43%+2,19113F-HRTimeline
Berger Financial Group, Inc26,697$14.9M1.04%+1,82513F-HRTimeline
PFG Advisors26,690$14.9M0.83%+46413F-HRTimeline
PCG Wealth Advisors, LLC26,672$14.9M5.21%+1,14613F-HRTimeline
Icon Wealth Advisors, LLC26,656$14.9M1.23%+30513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp26,646$14.9M0.68%-4013F-HRTimelineGroup
Gryphon Financial Partners LLC26,574$14.9M2.14%-1,22913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp26,558$14.9M0.9%-94413F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC34,612$14.9M0.41%+5,79313F-HRTimeline
Measured Wealth Private Client Group, L…26,522$14.8M4.76%-13913F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC26,477$14.8M2.3%+3,67713F-HRTimeline
MYCIO WEALTH PARTNERS, LLC26,434$14.8M3.49%+44413F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC26,433$14.8M0.85%-10,32013F-HRTimeline
Dynamic Advisor Solutions LLC26,429$14.8M0.49%-6,32013F-HRTimeline
Cornerstone Wealth Management, LLC26,424$14.8M1%-3,83613F-HRTimeline
Stelac Advisory Services LLC26,359$14.8M6.09%-13413F-HRTimeline
Integrity Financial Corp /WA26,216$14.7M8.35%+6413F-HRTimeline
Oldfather Financial Services, LLC26,287$14.7M5.58%+24913F-HRTimeline
Legacy Trust26,252$14.7M3.54%+5013F-HRTimeline
Pinnacle Family Advisors, LLC26,143$14.6M7.95%-6,97713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC26,134$14.6M1.05%-13,55313F-HRTimeline
Financial Management Professionals, Inc.26,059$14.6M1.86%+11,90413F-HRTimeline
ROTHSCHILD INVESTMENT LLC26,005$14.5M0.97%+87413F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…27,658$14.5M6%+34813F-HRTimeline
Prescott Group Capital Management, L.L.…25,920$14.5M2.1%+14,61713F-HRTimeline
George Kaiser Family Foundation25,920$14.5M2.13%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC75,690$14.4M3.55%-2,98813F-HRTimeline
Flagship Private Wealth, LLC25,679$14.4M6.84%-83513F-HRTimeline
Larson Financial Group LLC25,651$14.3M0.68%+4,36913F-HRTimeline
Beacon Capital Management, Inc.24,123$14.3M0.71%-83,15113F-HRTimeline
FIDUCIENT ADVISORS LLC25,158$14.1M1.76%-1,44613F-HRTimeline
WESBANCO BANK INC25,139$14.1M0.49%+39313F-HRTimeline
BOS Asset Management, LLC25,133$14.1M4.82%+55013F-HRTimeline
Private Advisory Group LLC25,032$14M1.6%-5,60513F-HRTimeline
Bell Bank25,000$14M0.75%+27713F-HRTimeline
Ikarian Capital, LLCin group Ikarian Capital, LLC25,000$14M4.56%new13F-HRTimelineGroup
FIFTH LANE CAPITAL, LP25,000$14M60.83%013F-HRTimeline