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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
B. Riley Wealth Advisors, Inc.40,822$27.8M1.32%+1,85413F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV40,623$27.7M17.02%13F-HRTimeline
Avior Wealth Management, LLC40,366$27.5M0.86%-3,70013F-HRTimeline
Diversified Portfolios, Inc.40,294$27.5M2.29%-45213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC40,209$27.4M2.22%+1,18413F-HRTimeline
MidFirst Bank40,207$27.4M2.18%13F-HRTimeline
BLB&B Advisors, LLC40,026$27.3M1.14%+58513F-HRTimeline
Rothschild Wealth LLC39,988$27.3M2.62%+21,75013F-HR/ATimeline
Legacy Advisors, LLC39,879$27.2M2.92%+20413F-HRTimeline
Ciovacco Capital Management LLC39,878$27.2M13.62%-93213F-HRTimeline
Roble, Belko & Company, Inc39,857$27.2M3.56%-7413F-HRTimeline
Baltimore-Washington Financial Advisors…39,690$27.1M1.13%+78613F-HRTimeline
Signal Advisors Wealth, LLC39,612$27M2.15%+98513F-HRTimeline
Prescott Group Capital Management, L.L.…39,583$27M2.51%013F-HRTimeline
George Kaiser Family Foundation39,583$27M3.61%013F-HRTimeline
Penobscot Investment Management Company…39,582$27M2.03%+53513F-HRTimeline
Whitford Management LLC39,459$26.9M27.36%+813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cadence Bank39,402$26.9M1.57%+93613F-HRTimeline
Pallas Capital Advisors LLC39,396$26.9M0.89%+28,76713F-HRTimeline
Wellspring Financial Advisors, LLC768,409$26.8M2.13%+54,19413F-HRTimeline
Tull Financial Group, Inc.39,214$26.7M11.45%-2313F-HRTimeline
RAELIPSKIE PARTNERSHIP39,117$26.7M11.18%-57913F-HRTimeline
Connecticut Wealth Management, LLC39,004$26.6M1.16%-11913F-HRTimeline
LFA - Lugano Financial Advisors SA38,944$26.6M13.71%-1,43413F-HRTimeline
Palisade Asset Management, LLC38,902$26.5M2.59%-11713F-HRTimeline
Soltis Investment Advisors LLC38,672$26.4M1.74%+4,84213F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC38,425$26.3M0.34%+4,00813F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.38,507$26.3M4.34%+813F-HRTimeline
Guardian Wealth Advisors, LLC38,481$26.2M14.8%-1,13313F-HRTimeline
Eagle Capital Management, LLC38,480$26.2M9.54%-22213F-HRTimeline
Gryphon Financial Partners LLC38,440$26.2M2.8%+3,54413F-HRTimeline
Avidian Wealth Enterprises, LLC38,374$26.2M0.95%+8313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC38,350$26.2M0.83%-54013F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC38,015$25.9M0.24%-1,30413F-HRTimeline
ALBION FINANCIAL GROUP /UT37,992$25.9M1.61%+60913F-HRTimeline
Integrity Financial Corp /WA37,472$25.6M12.98%+65313F-HRTimeline
Pacific Wealth Strategies Group, Inc.37,415$25.5M14.44%+2,44713F-HRTimeline
Pilgrim Partners Asia Pte Ltd37,253$25.4M12.23%013F-HRTimeline
Strategic Equity Management37,178$25.4M8.6%-2,84913F-HRTimeline
MassMutual Private Wealth & Trust, FSB37,132$25.3M0.65%+27,58413F-HRTimeline
Taylor Securities Services, Inc.37,115$25.3M11.55%13F-HRTimeline
LAVELLE CAPITAL LP35,697$25.3M16.03%13F-HRTimeline
Legacy Wealth Partners, LLC37,095$25.3M6.55%13F-HRTimeline
Foguth Wealth Management, LLC.36,965$25.3M3.91%13F-HRTimeline
SPINNAKER TRUST36,978$25.2M1.35%+32213F-HRTimeline
Aspire Private Capital, LLC36,736$25.1M5.57%-2,03013F-HRTimeline
Larson Financial Group LLC36,674$25M0.84%+6,07013F-HRTimeline
Aristides Capital LLC36,464$24.9M8.59%-43,12413F-HR/ATimeline
CONDOR CAPITAL MANAGEMENT36,416$24.8M2.01%-26013F-HRTimeline
Williams Jones Wealth Management, LLC.36,391$24.8M0.28%-76813F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH36,352$24.8M7.16%013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…36,318$24.8M1.66%new13F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.36,119$24.7M0.06%-2,00113F-HRTimeline
Accurate Wealth Management, LLC35,590$24.7M3.13%+2,69813F-HRTimeline
Blue Edge Capital, LLC36,125$24.6M3.3%+32713F-HRTimeline
TEXAS PERMANENT SCHOOL FUND CORP36,040$24.6M1.12%-9,31213F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …35,955$24.5M1.29%+16,48913F-HRTimelineGroup
SVB WEALTH LLC35,942$24.5M1.45%-6,01413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd35,938$24.5M0.64%+29,18413F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…35,844$24.4M0.13%-60813F-HRTimeline
McHugh Group, LLC35,793$24.4M13.89%+4,67713F-HRTimeline
Aspen Investment Management Inc35,654$24.3M7.34%+34413F-HRTimeline
CENTRAL TRUST Co35,650$24.3M0.48%+78513F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC35,549$24.2M0.84%-1,80213F-HRTimeline
MARATHON ASSET MANAGEMENT LP35,000$24.2M37.66%new13F-HRTimeline
DAVENPORT & Co LLC35,382$24.1M0.13%+3,41313F-HRTimeline
Strategic Wealth Investment Group, LLC35,152$24M2.95%-34,94213F-HRTimeline
JCP Investment Management, LLCin group JCP Investment Management, LLC34,995$23.9M18.86%+44813F-HRTimelineGroup
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…34,923$23.8M2.29%+21,44513F-HRTimelineGroup
Brickley Wealth Management34,863$23.8M4.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC34,846$23.8M1.61%-1,38613F-HRTimeline
TRUST CO OF OKLAHOMA34,792$23.7M6.92%-15513F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding34,506$23.7M+258Timeline
Ausdal Financial Partners, Inc.34,776$23.7M1.1%-6,26413F-HRTimeline
Banque de Luxembourg S.A.34,768$23.7M10.1%-813F-HRTimeline
First National Bank of Mount Dora, Trus…34,762$23.7M5.18%+6,99913F-HRTimeline
Encompass More Asset Management34,697$23.7M4.38%-21713F-HRTimeline
Visualize Group LP34,680$23.6M8.83%new13F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC34,536$23.6M2.71%+8,10913F-HRTimeline
Genesis Wealth Advisors, LLC34,531$23.5M16.13%+67413F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC34,500$23.5M0.89%-6,21013F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)34,497$23.5M0.23%-8013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…34,490$23.5M1.61%+2,87413F-HRTimeline
BURKE & HERBERT BANK & TRUST CO34,395$23.5M6.48%-5,52113F-HRTimeline
TrueWealth Advisors, LLC34,337$23.4M6.06%-45413F-HRTimeline
SHP Wealth Management34,266$23.4M1.82%13F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …34,266$23.4M0.03%new13F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC34,208$23.3M0.19%+14,53013F-HRTimeline
PETERSON WEALTH MANAGEMENT34,194$23.3M17.32%+10,61213F-HRTimeline
Segment Wealth Management, LLC34,137$23.3M1.35%-23313F-HRTimeline
Henshaw Capital LLC34,135$23.3M0.84%013F-HRTimeline
Spectrum Strategic Capital Management, …34,118$23.3M12.36%-32,80613F-HRTimeline
Insight Advisors, LLC/ PA34,098$23.3M3.52%+13913F-HRTimeline
Brandywine Asset Management, Inc.34,000$23.2M16.29%13F-HRTimeline
Aprio Wealth Management, LLC33,915$23.1M1.33%+2,81613F-HRTimeline
Atlas Private Wealth Advisors33,903$23.1M5.4%+4,30913F-HRTimeline
Cornerstone Capital, Inc.33,803$23.1M2.27%+1,85913F-HRTimeline
LifeSteps Financial, Inc.33,742$23M14.73%-70013F-HRTimeline
E&G Advisors, LLC33,514$22.9M5.11%+2,04413F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…33,431$22.8M4.57%-27,16413F-HRTimelineGroup
Nilsine Partners, LLC33,356$22.7M1.97%+38113F-HRTimeline
Hummer Financial Advisory Services Inc33,257$22.7M16.07%-30713F-HRTimeline
EARNED WEALTH ADVISORS, LLC33,309$22.7M1.61%+26,51213F-HR/ATimeline
PRIVATE TRUST CO NA33,230$22.7M1.98%+51413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC33,132$22.6M0.43%-1,51413F-HRTimeline
Tikvah Management LLCin group Tikvah Management LLC33,104$22.6M6.03%013F-HRTimelineGroup
Clarus Wealth Advisors32,535$22.6M9.36%-57113F-HRTimeline
Ethos Financial Group, LLC32,801$22.4M1.66%+1,87213F-HRTimeline
Royal Capital Wealth Management, LLC32,876$22.4M13.23%+8113F-HRTimeline
Impact Partnership Wealth, LLC32,873$22.4M2.87%+13,87313F-HRTimeline
Thrive Wealth Management, LLC32,866$22.4M3.29%-50713F-HRTimeline
Second Line Capital, LLC32,602$22.3M4.58%+13313F-HRTimeline
Blueshift Asset Management, LLC32,672$22.3M6.43%-8,31513F-HRTimeline
Bleichroeder LP32,570$22.2M3.91%013F-HRTimeline
WealthBridge Capital Management, LLC32,524$22.2M5.05%+69213F-HRTimeline
Ramiah Investment Group32,479$22.1M19.21%-42913F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.32,312$22M13.56%+3713F-HRTimeline
TKG Advisors, LLC32,304$22M8.88%+27913F-HRTimeline
INTEGRITY ALLIANCE, LLC.32,279$22M0.81%+9,56813F-HRTimeline
SENTINEL TRUST CO LBA32,200$22M2.16%-24913F-HRTimeline
PIONEER TRUST BANK N A/OR32,159$21.9M5.09%-71513F-HRTimeline
Baron Financial Group, LLC32,148$21.9M11.75%-56113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.32,054$21.9M0.91%-22813F-HRTimeline
Koshinski Asset Management, Inc.32,093$21.9M1.41%+46713F-HRTimeline
YACKTMAN ASSET MANAGEMENT LP32,091$21.9M0.31%+27,62413F-HRTimeline
Bienville Capital Management, LLC31,925$21.8M3.47%-5813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…32,002$21.8M0.44%+37613F-HRTimelineGroup
Vise Technologies, Inc.31,926$21.8M0.43%+18,40913F-HRTimeline
Savvy Advisors, Inc.31,767$21.7M0.7%+4,95113F-HRTimeline
Compass Financial Group, Inc. (Ohio)31,709$21.6M15.83%13F-HRTimeline
Beacon Bridge Wealth Partners, LLC31,642$21.6M7.17%+3,06113F-HRTimeline
Hardy Reed LLC31,461$21.5M1.53%-6113F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC31,422$21.4M0.64%+7,22913F-HRTimelineGroup
Ellis Investment Partners, LLC31,391$21.4M3.73%+76713F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT31,288$21.3M9.99%+1,84313F-HRTimeline
Solidarity Wealth, LLC31,236$21.3M4.36%+21,77913F-HRTimeline
ROMANO BROTHERS AND COMPANY31,217$21.3M2.42%+6413F-HRTimeline
Royal Fund Management, LLC31,123$21.2M1.95%+4,73513F-HRTimeline
Meridian Wealth Advisors, LLC31,076$21.2M2.93%-1,84513F-HRTimeline
PCG ASSET MANAGEMENT, LLC30,888$21.1M16.82%-66113F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD30,932$21.1M15.69%+2813F-HRTimeline
Solstein Capital, LLC30,761$21M8.41%+2,88313F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC30,724$21M14.92%13F-HRTimeline
DELTA FINANCIAL ADVISORS LLC30,689$20.9M5.44%-31213F-HRTimeline
OAKWORTH CAPITAL, INC.30,686$20.9M1.14%-613F-HRTimeline
Sincerus Advisory, LLC30,626$20.9M16.79%+12313F-HRTimeline
UMB Bank, n.a.30,624$20.9M0.28%+8,72613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG30,530$20.9M0.34%+2,24513F-HRTimelineGroup
Resolute Advisors LLC30,471$20.8M6.8%-1,21913F-HRTimeline
OpenArc Corporate Advisory, LLC30,402$20.7M0.34%13F-HRTimeline
Financial & Tax Architects, LLC30,398$20.7M4.66%-2,52313F-HRTimeline
Central Pacific Bank - Trust Division30,225$20.6M2.53%-7,94613F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …29,958$20.6M10.96%-1,52213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC30,022$20.5M0.99%+25,71413F-HRTimeline
West Branch Capital LLC30,078$20.5M5.29%-12813F-HRTimeline
WESBANCO BANK INC30,071$20.5M0.56%-3,39513F-HRTimeline
AdvisorNet Financial, Inc30,060$20.5M1.09%+1,36813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC29,945$20.5M0.58%+35613F-HRTimeline
TANG CAPITAL MANAGEMENT LLCin group TANG CAPITAL MANAGEMENT LLC30,000$20.5M1.01%new13F-HRTimelineGroup
Cartenna Capital, LP30,000$20.5M1.08%new13F-HRTimeline
LOWE BROCKENBROUGH & CO INC29,996$20.5M1.01%-6,57013F-HRTimeline
Badgley Phelps Wealth Managers, LLC29,883$20.4M0.37%+10,86013F-HRTimeline
Intelligence Driven Advisers, LLC29,937$20.4M2.92%-11113F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc29,900$20.4M<0.01%013F-HRTimelineGroup
Saiph Capital, LLC29,847$20.4M7.31%-3,93613F-HRTimeline
WestEnd Advisors, LLC29,831$20.3M0.47%+17,70113F-HRTimeline
Relyea Zuckerberg Hanson LLC29,789$20.3M2.05%+14413F-HRTimeline
YHB Investment Advisors, Inc.29,745$20.3M1.4%+1,29913F-HRTimeline
New England Private Wealth Advisors LLC29,684$20.2M2.52%-20213F-HR/ATimeline
Moors & Cabot, Inc.29,681$20.2M0.87%+1,13913F-HRTimeline
Perennial Investment Advisors, LLC29,636$20.2M1.6%+1,91413F-HRTimeline
Mainsail Financial Group, LLC29,633$20.2M8.41%+21713F-HRTimeline
Compass Planning Associates Inc29,590$20.2M13.98%-3,01013F-HRTimeline
CENTRAL BANK & TRUST CO29,506$20.1M3.11%-1,46313F-HRTimeline
One Capital Management, LLC29,424$20.1M0.61%+20113F-HRTimeline
CHILTON INVESTMENT CO INC.29,329$20M0.42%+88513F-HRTimeline
SAX WEALTH ADVISORS, LLC29,302$20M0.94%+1,27313F-HRTimeline
Sovran Advisors, LLC28,772$19.9M1.69%+5,27413F-HRTimeline
KLCM Advisors, Inc.29,165$19.9M1.71%new13F-HRTimeline
ANB BANK29,144$19.9M7.88%+64613F-HRTimeline
CX Institutional29,123$19.9M0.59%-1,91613F-HRTimeline
Wealth Science Advisors LLC29,084$19.8M11.44%13F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…29,045$19.8M6.62%+4313F-HRTimeline
IMA Advisory Services, Inc.29,028$19.8M1.9%+1,84113F-HRTimeline
Intrepid Financial Planning Group LLC29,023$19.8M7.52%-70413F-HRTimeline
PCG Wealth Advisors, LLC28,920$19.7M5.58%+93513F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …28,852$19.7M2.46%+5,52513F-HRTimelineGroup
Plante Moran Financial Advisors, LLC28,731$19.6M1.24%-10113F-HRTimeline
MYCIO WEALTH PARTNERS, LLC28,727$19.6M4.06%+3,91513F-HRTimeline
Palisades Hudson Asset Management, L.P.28,715$19.6M7.59%-1,12113F-HRTimeline
Winthrop Advisory Group LLC28,550$19.5M1.65%-88313F-HR/ATimeline
INGALLS & SNYDER LLC28,633$19.5M0.72%-1,33613F-HRTimeline
BRAVE ASSET MANAGEMENT INC28,623$19.5M4.6%+1,09513F-HRTimeline
Florida Trust Wealth Management Co28,596$19.5M0.54%+1,38913F-HRTimeline
Black Maple Capital Management LP28,583$19.5M14.56%-13,70013F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC28,535$19.5M1.18%+11213F-HRTimeline
Cornerstone Wealth Management, LLC28,487$19.4M1.01%-2313F-HRTimeline
Arete Wealth Advisors, LLC28,428$19.4M1.34%-4,78613F-HR/ATimeline
Sovereign Investment Advisors, LLC28,349$19.4M4.85%+6,71313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC28,389$19.4M1.94%+23713F-HRTimeline