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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
Penobscot Investment Management Company…37,388$23.1M1.97%+6,20613F-HRTimeline
Smith Anglin Financial, LLC37,369$23.1M2.09%-1,00413F-HRTimeline
ALBION FINANCIAL GROUP /UT37,366$23.1M1.51%+21113F-HRTimeline
Blue Edge Capital, LLC37,131$22.9M3.41%+20713F-HRTimeline
Avidian Wealth Enterprises, LLC37,086$22.9M0.93%+2,79613F-HRTimeline
Avestar Capital, LLC37,011$22.9M1.67%+5,61013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC36,964$22.8M0.84%-16613F-HRTimeline
Scharf Investments, LLC36,954$22.8M0.66%+8,29413F-HRTimeline
FSA WEALTH PARTNERS, INC.36,821$22.7M10.98%-2,74213F-HRTimeline
Heritage Trust Co36,805$22.7M2.63%+2,25713F-HRTimeline
Belmont Capital, LLC36,796$22.7M3.46%+1,04313F-HRTimeline
Perbak Capital Partners LLP36,754$22.7M5.13%+21,49113F-HRTimeline
SPINNAKER TRUST36,634$22.6M1.36%-2,33513F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC36,514$22.6M5.68%+12,16213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC36,438$22.5M1.7%-15713F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)36,434$22.5M0.22%+18,12413F-HRTimelineGroup
PFG Investments, LLC36,405$22.5M1.32%-1,56713F-HRTimeline
LifeSteps Financial, Inc.36,395$22.5M15.45%+6,17413F-HRTimeline
Compass Planning Associates Inc36,328$22.4M20.6%+67713F-HRTimeline
TrueWealth Advisors, LLC36,250$22.4M6.63%+34413F-HRTimeline
FIRST MANHATTAN CO. LLC.36,098$22.4M0.06%+5,25513F-HRTimeline
Soltis Investment Advisors LLC36,059$22.3M1.75%-18,86813F-HRTimeline
TRUST CO OF OKLAHOMA35,926$22.2M7.06%-73013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.35,761$22.2M0.99%+3813F-HRTimeline
Pacific Wealth Strategies Group, Inc.35,052$22.2M14.53%+33,68913F-HRTimeline
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.in group DYMON ASIA CAPITAL (SINGAPORE…35,836$22.1M15.69%new13F-HRTimelineGroup
NEPC LLC35,717$22.1M0.56%-7213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC35,145$21.7M0.83%-2113F-HRTimeline
Segment Wealth Management, LLC34,906$21.6M1.37%-88513F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/34,752$21.5M1.1%+2,02413F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…34,743$21.5M0.95%+2,86913F-HRTimeline
Accurate Wealth Management, LLC34,258$21.4M3.28%+86813F-HRTimeline
Brickley Wealth Management34,673$21.4M4.19%-2,59113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC34,440$21.3M0.3%+44213F-HRTimeline
Bulltick Wealth Management, LLC34,380$21.3M5.25%+6,52013F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding34,358$21.3M+132Timeline
Saiph Capital, LLC34,229$21.1M8.23%-5013F-HRTimeline
Advisory Alpha, LLC34,197$21.1M0.66%-5,35013F-HRTimeline
Henshaw Capital LLC34,135$21.1M0.84%+3,23513F-HRTimeline
Watts Gwilliam & Co., LLC31,807$21.1M3.46%-3,96913F-HRTimeline
FCG Investment Co34,078$21.1M10.99%+33,40013F-HRTimeline
Thrive Wealth Management, LLC33,860$20.9M3.38%-1,48113F-HRTimeline
WESBANCO BANK INC33,775$20.9M0.62%+8,63613F-HRTimeline
Private Advisory Group LLC33,712$20.8M1.95%+8,68013F-HRTimeline
Aspen Investment Management Inc33,705$20.8M8.76%-64313F-HRTimeline
Hummer Financial Advisory Services Inc33,610$20.8M15.64%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC33,682$20.8M0.45%-3,70413F-HRTimeline
Genesis Wealth Advisors, LLC33,645$20.8M15.6%+2,67813F-HRTimeline
MEDICI CAPITAL LLC33,638$20.8M23.68%-35,26213F-HRTimeline
NewSquare Capital LLC33,511$20.7M1.54%+21913F-HRTimeline
Insight Advisors, LLC/ PA33,346$20.6M3.32%+2,52813F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO33,131$20.5M0.02%+2,82313F-HRTimelineGroup
Tikvah Management LLCin group Tikvah Management LLC33,104$20.5M6.58%013F-HRTimelineGroup
Clarus Wealth Advisors32,868$20.4M9.43%+64713F-HRTimeline
Meridian Wealth Advisors, LLC32,970$20.4M3.22%-63213F-HRTimeline
PRIVATE TRUST CO NA32,905$20.3M1.94%-2,05113F-HRTimeline
TKG Advisors, LLC32,852$20.3M9.09%+2,47913F-HRTimeline
SENTINEL TRUST CO LBA32,812$20.3M2.2%-1,94213F-HRTimeline
Koshinski Asset Management, Inc.32,751$20.2M1.53%-66813F-HRTimeline
DAVENPORT & Co LLC32,689$20.2M0.11%-4,38213F-HRTimeline
Resolute Advisors LLC32,584$20.2M5.02%+813F-HRTimeline
Baron Financial Group, LLC32,645$20.2M11.84%+12613F-HRTimeline
DELTA FINANCIAL ADVISORS LLC32,597$20.1M7.08%-14413F-HRTimeline
JCP Investment Management, LLCin group JCP Investment Management, LLC32,512$20.1M11.59%+1,84313F-HRTimelineGroup
COUNTRY CLUB BANK32,646$20.1M1.26%-2413F-HRTimeline
SEVEN MILE ADVISORY32,468$20.1M12.06%-513F-HRTimeline
Second Line Capital, LLC32,269$20M4.65%-39113F-HRTimeline
New England Private Wealth Advisors LLC31,410$19.9M2.91%+3013F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.32,234$19.9M13.6%+2,03513F-HRTimeline
WealthBridge Capital Management, LLC32,207$19.9M5.05%+59113F-HRTimeline
PIONEER TRUST BANK N A/OR32,203$19.9M5.08%-98013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC32,056$19.9M0.6%+1,63813F-HRTimeline
Nilsine Partners, LLC31,930$19.7M1.99%+1,42613F-HRTimeline
Bienville Capital Management, LLC31,727$19.7M3.87%+12,01813F-HRTimeline
PCG ASSET MANAGEMENT, LLC31,784$19.6M16.88%-33513F-HRTimeline
Financial & Tax Architects, LLC31,704$19.6M4.76%-5,49313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…31,602$19.5M1.58%+7,38113F-HRTimeline
Royal Capital Wealth Management, LLC31,566$19.5M12.97%+9513F-HRTimeline
Ethos Financial Group, LLC31,473$19.5M1.68%+5,96613F-HRTimeline
CENTRAL BANK & TRUST CO31,553$19.5M3.19%-62213F-HRTimeline
Austin Private Wealth, LLC31,532$19.5M1.54%+15,68013F-HRTimeline
Aprio Wealth Management, LLC31,504$19.5M2.2%-98713F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …31,490$19.5M11.96%+51413F-HRTimeline
Banque de Luxembourg S.A.34,778$19.5M11.14%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC31,420$19.4M0.25%-39,03813F-HRTimelineGroup
Hardy Reed LLC31,338$19.4M1.55%-15313F-HRTimeline
Aspect Partners, LLC31,332$19.4M9.54%-18,25713F-HRTimeline
1832 Asset Management L.P.31,328$19.4M0.03%+26,08913F-HRTimeline
LANARK FINANCIAL, INC.31,206$19.3M1.57%-18,85013F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD31,121$19.2M15.36%-28513F-HRTimeline
Sincerus Advisory, LLC30,127$19.2M18.04%+16213F-HRTimeline
PETERSON WEALTH MANAGEMENT30,931$19.1M11.33%+4,13613F-HRTimeline
Cornerstone Capital, Inc.30,881$19.1M2%+40713F-HRTimeline
Ellis Investment Partners, LLC30,878$19.1M3.71%+41813F-HRTimeline
ROMANO BROTHERS AND COMPANY30,756$19M2.35%-9713F-HRTimeline
Krane Funds Advisors LLC30,700$19M0.75%+6,70013F-HRTimeline
Yeomans Consulting Group, Inc.30,698$19M7.83%-24,65213F-HRTimeline
Bleichroeder LP30,670$18.9M4.66%+2,10013F-HRTimeline
CALTON & ASSOCIATES, INC.30,622$18.9M3.27%+3,73013F-HRTimeline
OAKWORTH CAPITAL, INC.30,592$18.9M1.22%-613F-HRTimeline
First National Bank of Mount Dora, Trus…30,517$18.9M4.25%+7,08113F-HRTimeline
McHugh Group, LLC30,339$18.7M12.53%-6013F-HRTimeline
Compound Planning, Inc.30,340$18.7M0.71%-13,37013F-HRTimeline
Intrepid Financial Planning Group LLC30,305$18.7M7.87%-15513F-HRTimeline
Addison Capital Co30,115$18.6M6.47%+2,52613F-HRTimeline
J HAGAN CAPITAL, INC.29,584$18.6M12.57%-4,93113F-HRTimeline
Trifecta Capital Advisors, LLC30,014$18.5M3.09%+3,11513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…30,012$18.5M0.43%+34213F-HRTimelineGroup
CAPITAL ADVISORY GROUP ADVISORY SERVICE…29,932$18.5M6.65%+2,12013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc29,900$18.5M<0.01%013F-HRTimelineGroup
Blue Investment Partners LLC29,890$18.5M6.48%-3,08813F-HRTimeline
Strategic Blueprint, LLC29,879$18.5M0.91%-1,02713F-HRTimeline
Winthrop Advisory Group LLC29,654$18.4M1.77%+2,82013F-HRTimeline
Americana Partners, LLC29,727$18.4M0.63%+8,77113F-HRTimeline
First International Bank & Trust29,653$18.3M6.37%-13,06913F-HRTimeline
Integrity Financial Corp /WA29,562$18.3M9.34%+3,34613F-HRTimeline
CENTRAL TRUST Co29,641$18.3M0.42%+313F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH29,640$18.3M0.15%+9,54013F-HRTimelineGroup
Gateway Wealth Partners, LLC29,547$18.3M3.46%-2,55213F-HRTimeline
GC Wealth Management RIA, LLC29,500$18.2M1.49%+2,00313F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG29,530$18.2M0.31%-98213F-HRTimelineGroup
Palisades Hudson Asset Management, L.P.29,488$18.2M7.13%+5413F-HRTimeline
E&G Advisors, LLC29,483$18.2M4.72%-1,43913F-HRTimeline
Arete Wealth Advisors, LLC29,456$18.2M1.29%+1,05513F-HRTimeline
Larson Financial Group LLC29,447$18.2M0.73%+3,79613F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC29,375$18.1M0.3%-28313F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…28,588$18.1M6.57%+93013F-HRTimeline
Relyea Zuckerberg Hanson LLC29,327$18.1M2.12%+2,33613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC29,249$18.1M0.57%-18213F-HR/ATimeline
Intelligence Driven Advisers, LLC29,307$18.1M2.73%+25,14113F-HRTimeline
CX Institutional29,274$18.1M0.63%-3,11313F-HR/ATimeline
Verity Asset Management, Inc.29,214$18.1M8.62%+2,30313F-HRTimeline
Mainsail Financial Group, LLC28,993$18M8.4%+40013F-HRTimeline
Kesler, Norman & Wride, LLC29,181$18M3.2%-32813F-HRTimeline
YHB Investment Advisors, Inc.29,133$18M1.39%+20113F-HRTimeline
West Branch Capital LLC29,107$18M5.32%+98113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC29,041$17.9M0.29%+1,15413F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.28,914$17.9M7.65%+6,77213F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…28,748$17.8M3.04%-9113F-HR/ATimelineGroup
Prostatis Group LLC28,725$17.7M5.08%-13,79113F-HRTimeline
NORDEN GROUP LLC28,637$17.7M1.92%-25,58113F-HRTimeline
Plante Moran Financial Advisors, LLC28,507$17.6M1.24%-19213F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd28,515$17.6M1.21%+98913F-HRTimelineGroup
INVICTUS PRIVATE WEALTH, LLC28,431$17.6M1.2%-62213F-HRTimeline
Capital World Investors28,456$17.5M<0.01%-9,39313F-HRTimeline
ANB BANK28,181$17.4M7.82%+87413F-HRTimeline
Sepio Capital, LP28,176$17.4M1.24%-2,13713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC28,117$17.4M2%-113F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC28,102$17.4M3.68%-3,04013F-HR/ATimeline
INTEGRITY ALLIANCE, LLC.28,034$17.3M0.95%-5,47013F-HRTimeline
Beacon Bridge Wealth Partners, LLC28,014$17.3M6.87%-1,88613F-HRTimeline
AdvisorNet Financial, Inc27,948$17.3M1.11%-39713F-HRTimeline
PATTON FUND MANAGEMENT, INC.27,881$17.2M3.77%-25013F-HRTimeline
Solstein Capital, LLC27,877$17.2M8.84%-1,55613F-HRTimeline
MAIRS & POWER INC27,790$17.2M0.17%+18,84613F-HRTimeline
Moors & Cabot, Inc.27,742$17.1M0.8%+52013F-HRTimeline
Pinnacle Family Advisors, LLC27,667$17.1M8.31%+1,52413F-HRTimeline
FSC Wealth Advisors, LLC27,568$17M10.74%+3,54313F-HR/ATimeline
Perennial Investment Advisors, LLC27,517$17M1.65%+44213F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE27,479$17M2.97%+54013F-HRTimeline
Visualize Group LP16,476$16.9M5.65%+4,72613F-HRTimeline
Wealth Architects, LLC27,330$16.9M1.72%-10413F-HRTimeline
Fluent Financial, LLC27,247$16.8M6.93%-15,01013F-HRTimeline
Tandem Wealth Advisors LLC27,238$16.8M8.32%+4,18713F-HRTimeline
Cornerstone Wealth Management, LLC27,216$16.8M1.02%+79213F-HRTimeline
AMERICAN ASSET MANAGEMENT INC.27,209$16.8M15.51%+24713F-HRTimeline
Neumann Capital Management, LLC27,199$16.8M5.28%-17413F-HRTimeline
Sharkey, Howes & Javer27,149$16.8M2.25%-2,93513F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.27,126$16.8M12.42%013F-HRTimeline
IMA Advisory Services, Inc.27,113$16.8M1.8%+8213F-HRTimeline
BRAVE ASSET MANAGEMENT INC27,049$16.7M4.56%-21,22713F-HRTimeline
Arista Wealth Management, LLC27,080$16.7M2.31%+23,53413F-HRTimeline
Dynamic Advisor Solutions LLC27,072$16.7M0.52%+64313F-HRTimeline
Rockbridge Investment Management, LCC26,954$16.7M1.79%+513F-HRTimeline
Icon Wealth Advisors, LLC26,938$16.6M1.19%+28213F-HRTimeline
ROTHSCHILD INVESTMENT LLC26,930$16.6M1.04%+92513F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC26,918$16.6M0.88%+48513F-HRTimeline
Optas, LLC26,906$16.6M3.16%013F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC26,813$16.6M5.99%-27513F-HRTimeline
Kaizen Financial Strategies26,858$16.6M8.43%-1,98213F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC26,854$16.6M1.81%+4,46413F-HRTimeline
Gryphon Financial Partners LLC26,854$16.6M2.17%+28013F-HRTimeline
Texas Yale Capital Corp.26,832$16.6M0.54%+2,19013F-HRTimeline
FOUNDERS CAPITAL MANAGEMENT, LLC26,820$16.6M2.82%-16013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp26,747$16.5M0.72%+10113F-HRTimelineGroup
G&S Capital LLC26,696$16.5M6.54%+2,16513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…26,671$16.5M2.13%+2,79913F-HRTimeline
Accredited Investors Inc.26,668$16.5M0.97%+2,51013F-HRTimeline
SG Americas Securities, LLC26,598$16.4M0.07%-787,33313F-HRTimeline
Sachetta, LLC26,552$16.4M6.49%-1,43413F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC26,538$16.4M2.3%+6113F-HRTimeline
SAX WEALTH ADVISORS, LLC26,521$16.4M0.99%-74013F-HRTimeline
PCG Wealth Advisors, LLC26,461$16.3M8.36%-21113F-HRTimeline
Bell Bank26,461$16.3M0.76%+1,46113F-HRTimeline
Florida Trust Wealth Management Co26,452$16.3M0.5%+1,71213F-HRTimeline
Secure Asset Management, LLC26,437$16.3M3.03%+17,24413F-HRTimeline
Berger Financial Group, Inc26,413$16.3M1.06%-28413F-HRTimeline
MONEYWISE, INC.26,351$16.3M7.63%+1,44013F-HRTimeline
BOS Asset Management, LLC26,311$16.3M5.19%+1,17813F-HRTimeline
Measured Wealth Private Client Group, L…26,283$16.2M4.86%-23913F-HRTimeline