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Disclosery

SPY STATE STR SPDR S&P 500 ETF T

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SHS (fund), issuer CIK 884394

4,553 managers (4,603 13F filers) reported a position in SPY shares at 2026-03-31, 568,283,338 shares in all. 125 filers opened a position and 177 filers sold out during the quarter.

Managers
4,553
13F filers
4,603
New
125
Added
1,721
Reduced
2,037
Sold out
177
Shares held by filers
568,283,338

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
KCM INVESTMENT ADVISORS LLC37,275$24.2M0.8%-7,08913F-HRTimeline
Texas Capital Bank Wealth Management Se…36,973$24M1.43%-8,96013F-HRTimeline
SPINNAKER TRUST36,932$24M1.33%-4613F-HRTimeline
Williams Jones Wealth Management, LLC.36,698$23.9M0.29%+30713F-HRTimeline
McHugh Group, LLC36,490$23.7M14.05%+69713F-HRTimeline
Gryphon Financial Partners LLC36,460$23.7M2.48%-1,98013F-HRTimeline
LifeSteps Financial, Inc.36,235$23.6M14.92%+2,49313F-HRTimeline
Strategic Equity Management36,233$23.6M8.86%-94513F-HRTimeline
Atlas Private Wealth Advisors36,142$23.5M5.53%+2,23913F-HRTimeline
Pallas Capital Advisors LLC36,029$23.4M0.88%-3,36713F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH35,997$23.4M7.19%-35513F-HRTimeline
FIRST MANHATTAN CO. LLC.35,872$23.4M0.06%-24713F-HRTimeline
CONDOR CAPITAL MANAGEMENT35,928$23.4M1.95%-48813F-HRTimeline
Aspen Investment Management Inc35,925$23.4M7.16%+27113F-HRTimeline
Genesis Wealth Advisors, LLC35,888$23.3M15.58%+1,35713F-HRTimeline
Aristides Capital LLC35,863$23.3M7.71%-60113F-HRTimeline
Penobscot Investment Management Company…35,594$23.1M1.81%-3,98813F-HRTimeline
LAVELLE CAPITAL LP35,429$23M14.3%-26813F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…35,377$23M0.13%-46713F-HRTimeline
FCG Investment Co35,283$22.9M10.06%13F-HRTimeline
Elequin Capital, LP35,279$22.9M2.1%-9,74013F-HRTimeline
SHP Wealth Management35,253$22.9M1.73%+98713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC35,197$22.9M0.72%-3,15313F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.35,116$22.8M8.61%-5,87213F-HRTimeline
Bryn Mawr Trust Advisors, LLC35,087$22.8M1.11%+11,68113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC34,939$22.7M1.52%+9313F-HRTimeline
Brickley Wealth Management34,863$22.7M3.89%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…34,562$22.6M1.58%+7213F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.32,573$22.6M12.84%+26113F-HRTimeline
Strategic Wealth Investment Group, LLC34,781$22.6M2.87%-37113F-HRTimeline
Banque de Luxembourg S.A.34,768$22.6M11.7%013F-HRTimeline
PETERSON WEALTH MANAGEMENT34,639$22.5M13.06%+44513F-HRTimeline
Pilgrim Partners Asia Pte Ltd34,600$22.5M9.49%-2,65313F-HRTimeline
TrueWealth Advisors, LLC34,591$22.5M5.66%+25413F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co34,587$22.5M0.06%-70,46513F-HRTimelineGroup
PERSPECTIVE WEALTH ADVISORS LLC34,583$22.5M14.59%+3,85913F-HRTimeline
Cornerstone Capital, Inc.34,310$22.3M2.23%+50713F-HRTimeline
Spectrum Strategic Capital Management, …34,285$22.3M12%+16713F-HRTimeline
Henshaw Capital LLC34,135$22.2M0.82%013F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD34,132$22.2M14.96%+3,20013F-HRTimeline
Investors Portfolio Services LLC34,013$22.2M20.57%-7,21813F-HRTimeline
EARNED WEALTH ADVISORS, LLC34,058$22.1M1.48%+74913F-HRTimeline
PRIVATE TRUST CO NA33,988$22.1M1.97%+75813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…33,853$22M0.45%+1,85113F-HRTimelineGroup
BURKE & HERBERT BANK & TRUST CO33,820$22M6.08%-57513F-HRTimeline
TRUST CO OF OKLAHOMA33,809$22M6.41%-98313F-HRTimeline
E&G Advisors, LLC33,808$22M4.89%+29413F-HRTimeline
Segment Wealth Management, LLC33,752$22M1.29%-38513F-HRTimeline
Insight Advisors, LLC/ PA33,739$21.9M4.18%-35913F-HRTimeline
Sovran Advisors, LLC30,498$21.9M1.72%+1,72613F-HRTimeline
Hummer Financial Advisory Services Inc33,564$21.9M15.47%+30713F-HRTimeline
Vise Technologies, Inc.31,926$21.8M0.43%013F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)33,349$21.7M0.21%-1,14813F-HRTimelineGroup
SVB WEALTH LLC33,330$21.7M1.43%-2,61213F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT33,316$21.7M10.41%+2,02813F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …34,266$21.7M0.03%013F-HRTimelineGroup
Royal Capital Wealth Management, LLC33,178$21.6M13.43%+30213F-HRTimeline
Tikvah Management LLCin group Tikvah Management LLC33,104$21.5M6.67%013F-HRTimelineGroup
Nilsine Partners, LLC30,038$21.5M1.68%-3,31813F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC33,000$21.5M0.85%-1,50013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC32,996$21.5M0.61%+1,57413F-HRTimelineGroup
Koshinski Asset Management, Inc.32,972$21.4M1.34%+87913F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…29,507$21.3M15.98%+29,06413F-HRTimeline
B. Riley Wealth Advisors, Inc.33,692$21.3M1.38%-7,13013F-HRTimeline
Aprio Wealth Management, LLC32,710$21.3M1.16%-1,20513F-HRTimeline
Ellis Investment Partners, LLC32,660$21.2M3.69%+1,26913F-HRTimeline
Baron Financial Group, LLC32,652$21.2M11.45%+50413F-HRTimeline
Clarus Wealth Advisors32,099$21.2M9.02%-43613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC32,432$21.1M0.4%-70013F-HRTimeline
Thrive Wealth Management, LLC32,422$21.1M3.14%-44413F-HRTimeline
PIONEER TRUST BANK N A/OR32,381$21.1M5.11%+22213F-HRTimeline
WealthBridge Capital Management, LLC32,303$21M4.84%-22113F-HRTimeline
TKG Advisors, LLC32,270$21M8.68%-3413F-HRTimeline
True Freedom Investing, LLC32,242$21M1.61%-23,24113F-HRTimeline
OpenArc Corporate Advisory, LLC32,069$20.9M0.3%+1,66713F-HRTimeline
Compass Financial Group, Inc. (Ohio)32,042$20.8M15.25%+33313F-HRTimeline
Beacon Bridge Wealth Partners, LLC31,968$20.8M6.96%+32613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.31,814$20.7M0.85%-24013F-HRTimeline
SENTINEL TRUST CO LBA31,783$20.7M2.05%-41713F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…31,712$20.6M6.12%-54,90013F-HRTimelineGroup
Bienville Capital Management, LLC31,591$20.6M3.91%-33413F-HRTimeline
Mainsail Financial Group, LLC31,659$20.6M8.58%+2,02613F-HRTimeline
Hardy Reed LLC31,453$20.5M1.49%-813F-HRTimeline
ROMANO BROTHERS AND COMPANY31,452$20.5M2.32%+23513F-HRTimeline
Meridian Wealth Advisors, LLC31,360$20.4M2.7%+28413F-HRTimeline
CALTON & ASSOCIATES, INC.31,340$20.4M2.93%new13F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…28,405$20.3M6.78%-64013F-HRTimeline
Tempo Wealth, LLC31,219$20.3M3.54%+2,87013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG31,402$20.3M0.35%+87213F-HRTimelineGroup
Humankind Investments LLC31,170$20.3M11.58%-27,97013F-HRTimeline
DELTA FINANCIAL ADVISORS LLC30,827$20M5.22%+13813F-HRTimeline
PCG ASSET MANAGEMENT, LLC30,741$20M16.03%-14713F-HRTimeline
WESBANCO BANK INC30,811$20M0.55%+74013F-HRTimeline
Solstein Capital, LLC30,779$20M8.22%+1813F-HRTimeline
Sincerus Advisory, LLC30,702$20M15.13%+7613F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC30,665$19.9M0.7%-4,88413F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…30,656$19.9M4.15%-2,77513F-HRTimelineGroup
Family Capital Management, Inc.30,656$19.9M8.87%+4,27913F-HRTimeline
SAX WEALTH ADVISORS, LLC29,203$19.9M0.96%-9913F-HRTimeline
Resolute Advisors LLC30,529$19.9M8.23%+5813F-HRTimeline
Annandale Capital, LLC30,566$19.9M3.26%+7,65013F-HRTimeline
Wealth Science Advisors LLC29,084$19.8M11.16%013F-HRTimeline
UMB Bank, n.a.30,358$19.7M0.28%-26613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PCG Wealth Advisors, LLC30,277$19.7M4.98%+1,35713F-HRTimeline
Savvy Advisors, Inc.30,234$19.7M0.53%-1,53313F-HRTimeline
Plante Moran Financial Advisors, LLC30,216$19.7M1.27%+1,48513F-HRTimeline
West Branch Capital LLC30,169$19.6M5.25%+9113F-HRTimeline
Perennial Investment Advisors, LLC30,165$19.6M1.57%+52913F-HRTimeline
BRAVE ASSET MANAGEMENT INC30,124$19.6M4.66%+1,50113F-HRTimeline
NorthCrest Asset Manangement, LLC29,845$19.6M0.61%-19,01813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…30,081$19.6M0.6%+2,99513F-HR/ATimelineGroup
AdvisorNet Financial, Inc30,063$19.6M1.01%+313F-HRTimeline
Miller Value Partners, LLC30,044$19.5M5.1%new13F-HRTimeline
GREAT LAKES ADVISORS, LLC30,038$19.5M0.16%-4,17013F-HRTimeline
Central Pacific Bank - Trust Division29,993$19.5M2.49%-23213F-HRTimeline
Brandywine Asset Management, Inc.29,900$19.4M15.43%-4,10013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc29,900$19.4M<0.01%013F-HRTimelineGroup
Kopp Family Office, LLC29,889$19.4M13.37%new13F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …29,841$19.4M2.17%+98913F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC29,721$19.4M0.57%-22413F-HR/ATimeline
Relyea Zuckerberg Hanson LLC29,749$19.3M1.95%-4013F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …29,747$19.3M10.67%-21113F-HRTimeline
Solidarity Wealth, LLC29,735$19.3M3.71%-1,50113F-HRTimeline
Financial & Tax Architects, LLC29,632$19.3M4.3%-76613F-HRTimeline
Florida Trust Wealth Management Co29,594$19.2M0.54%+99813F-HRTimeline
LOWE BROCKENBROUGH & CO INC29,463$19.2M0.96%-53313F-HRTimeline
YHB Investment Advisors, Inc.29,462$19.2M1.37%-28313F-HRTimeline
KLCM Advisors, Inc.29,379$19.1M1.66%+21413F-HRTimeline
SlateStone Wealth, LLC29,332$19.1M1.57%+9,93113F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…29,330$19.1M0.79%-17,58713F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding29,251$19M+5,565Timeline
Arete Wealth Advisors, LLC29,234$19M1.42%+80613F-HR/ATimeline
Icon Wealth Advisors, LLC26,653$19M1.23%+1,11513F-HRTimeline
Winthrop Advisory Group LLC29,052$18.9M1.55%+50213F-HRTimeline
IMA Advisory Services, Inc.29,105$18.9M1.85%+7713F-HRTimeline
Edgestream Partners, L.P.28,984$18.8M0.62%-72,56413F-HRTimeline
DAVENPORT & Co LLC28,946$18.8M0.1%-6,43613F-HRTimeline
INTEGRITY ALLIANCE, LLC.28,933$18.8M0.72%-3,34613F-HRTimeline
ANB BANK28,901$18.8M7.6%-24313F-HRTimeline
Compass Planning Associates Inc28,844$18.8M12%-74613F-HRTimeline
ROTHSCHILD INVESTMENT LLC28,821$18.7M0.98%+78113F-HRTimeline
MYCIO WEALTH PARTNERS, LLC28,780$18.7M3.73%+5313F-HRTimeline
One Capital Management, LLC28,761$18.7M0.51%-66313F-HRTimeline
Jacksonville Wealth Management, LLC28,749$18.7M12.63%+2,85013F-HRTimeline
Ciovacco Capital Management LLC28,693$18.7M10.88%-11,18513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC28,676$18.6M1.84%+28713F-HRTimeline
Sepio Capital, LP28,674$18.6M1.01%+7,78913F-HRTimeline
New England Private Wealth Advisors LLC28,668$18.6M2.15%-1,01613F-HRTimeline
Aspire Private Capital, LLC28,580$18.6M4.2%-8,15613F-HRTimeline
First National Bank of Mount Dora, Trus…28,561$18.6M4.01%-6,20113F-HRTimeline
FOSTER & MOTLEY INC28,550$18.6M0.96%+3,18813F-HRTimeline
Trifecta Capital Advisors, LLC28,545$18.6M2.87%+22813F-HRTimeline
CENTRAL BANK & TRUST CO28,479$18.5M2.91%-1,02713F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC28,431$18.5M1.14%-10413F-HRTimeline
Dorsal Capital Management, LP28,370$18.5M0.73%new13F-HRTimeline
Traction Financial Partners, LLC28,366$18.4M11.36%+74213F-HRTimeline
Smith & Howard Wealth Management, LLC28,627$18.4M3.99%+13,70813F-HRTimeline
Cornerstone Wealth Management, LLC28,351$18.4M0.92%-13613F-HRTimeline
Kaizen Financial Strategies26,225$18.4M7.79%-1,54313F-HRTimeline
EAGLE CAPITAL MANAGEMENT LLC28,285$18.4M0.06%-233,99413F-HRTimeline
WCG Wealth Advisors LLC28,280$18.4M0.51%-50,01613F-HRTimeline
Palisades Hudson Asset Management, L.P.28,264$18.4M7.16%-45113F-HRTimeline
Intrepid Financial Planning Group LLC28,237$18.4M7.41%-78613F-HRTimeline
UNIQUE WEALTH, LLC28,192$18.3M2.54%+3,34213F-HRTimeline
Aspect Partners, LLC28,181$18.3M7.49%-17,67913F-HRTimeline
HUB Investment Partners, LLC28,119$18.3M0.45%+3,85313F-HRTimeline
OAKWORTH CAPITAL, INC.27,961$18.2M0.96%-2,72513F-HRTimeline
Moors & Cabot, Inc.27,922$18.2M0.78%-1,75913F-HRTimeline
Sandbox Financial Partners, LLC27,763$18.1M5.08%+2,21513F-HRTimeline
Strategic Blueprint, LLC27,760$18.1M1.05%+28413F-HRTimeline
CX Institutional27,728$18M0.55%-1,39513F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE27,669$18M2.67%-26,57413F-HRTimeline
CenterStar Asset Management, LLC27,543$17.9M17.28%-15,62413F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP27,381$17.8M2.74%new13F-HRTimeline
Bank Pictet & Cie (Europe) AG27,358$17.8M0.38%+3,57613F-HRTimeline
PATTON FUND MANAGEMENT, INC.27,293$17.7M3.01%+58913F-HRTimeline
Wealth Architects, LLC27,287$17.7M1.58%+42413F-HRTimeline
Texas Yale Capital Corp.27,267$17.7M0.5%+29013F-HRTimeline
BOS Asset Management, LLC27,226$17.7M4.52%+22713F-HRTimeline
MAIRS & POWER INC27,180$17.7M0.18%+12613F-HRTimeline
Retirement Management Systems Inc.27,080$17.6M4.24%+2,51013F-HRTimeline
Pettinga Financial Advisors LLC27,061$17.6M3.31%-76213F-HRTimeline
FOUNDERS CAPITAL MANAGEMENT, LLC27,034$17.6M2.89%+3013F-HRTimeline
Rockbridge Investment Management, LCC26,956$17.5M1.58%+3713F-HRTimeline
Saiph Capital, LLC26,947$17.5M6.63%-2,90013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC26,856$17.5M0.69%+10013F-HRTimeline
Optas, LLC26,906$17.5M2.65%013F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.26,805$17.4M10.67%-36013F-HRTimeline
Magnus Financial Group LLC26,793$17.4M1.42%+48013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.26,736$17.4M1.58%-1,37613F-HRTimelineGroup
Hexagon Capital Partners LLC26,710$17.4M2.54%new13F-HRTimeline
Biltmore Family Office, LLC26,620$17.4M2.43%+1,35713F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …26,635$17.3M1.68%-171,28213F-HRTimelineGroup
Arista Wealth Management, LLC26,597$17.3M2.11%+1213F-HRTimeline
Compound Planning, Inc.26,572$17.3M0.53%+1,46213F-HRTimeline
G&S Capital LLC26,552$17.3M6.07%+75413F-HRTimeline
Legacy Wealth Advisors, LLC26,549$17.3M8.81%+11,07513F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC26,516$17.2M1.3%+15613F-HRTimeline
Laurel Wealth Advisors LLC23,276$17.2M1.7%+72713F-HRTimeline
Kemnay Advisory Services Inc.26,286$17.1M2.75%-41213F-HRTimeline