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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
SMITHBRIDGE ASSET MANAGEMENT INC/DE27,588$20.6M2.81%-8113F-HRTimeline
Wealth Architects, LLC27,583$20.6M1.63%+29613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…27,482$20.5M0.37%-6,37113F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.27,480$20.5M2.28%+2,19513F-HR/ATimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.27,465$20.5M1.67%+72913F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC31,528$20.5M0.83%+2,32513F-HRTimeline
MARQUETTE ASSOCIATES, INC.27,310$20.4M14.87%+6,70513F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…27,186$20.3M0.75%-2,14413F-HRTimeline
Highview Capital Management LLC/DE/27,164$20.3M5.84%+3,41513F-HRTimeline
Rockbridge Investment Management, LCC27,080$20.2M1.64%+12413F-HRTimeline
FOUNDERS CAPITAL MANAGEMENT, LLC27,016$20.2M3.01%-1813F-HRTimeline
G&S Capital LLC26,940$20.1M5.84%+38813F-HRTimeline
Optas, LLC26,906$20.1M2.82%013F-HRTimeline
PATTON FUND MANAGEMENT, INC.26,880$20.1M4.34%-41313F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…26,871$20.1M2.7%+1,22213F-HRTimelineGroup
AlphaCore Capital LLC26,840$20M0.37%+2,94413F-HRTimeline
Warner Group LLC26,784$20M4.93%+13,89613F-HRTimeline
PINEBRIDGE INVESTMENTS LLC26,680$19.9M0.16%+4,15213F-HRTimeline
Texas Yale Capital Corp.26,633$19.9M0.43%-63413F-HRTimeline
Sachetta, LLC26,602$19.9M9.66%+84713F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC26,581$19.8M1.31%+6513F-HRTimeline
Saiph Capital, LLC26,577$19.8M5.94%-37013F-HRTimeline
Arista Wealth Management, LLC26,551$19.8M2.14%-4613F-HRTimeline
LaSalle St. Investment Advisors, LLC26,516$19.8M2.42%+2,77513F-HRTimeline
Aries Wealth Management26,501$19.8M3.89%+59213F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.26,424$19.7M4.86%-38113F-HRTimeline
Capital Advisors Wealth Management, LLC26,380$19.7M2.32%+4,98813F-HRTimeline
Marex Group Ltdin group Marex Group Ltd26,312$19.6M0.15%+19,08913F-HRTimelineGroup
Bell Bank26,270$19.6M0.75%+36313F-HRTimeline
Icon Wealth Advisors, LLC26,236$19.6M1.18%-41713F-HRTimeline
Baker Avenue Asset Management, LP26,138$19.5M0.37%+7,25713F-HRTimeline
Compound Planning, Inc.26,020$19.4M0.51%-55213F-HRTimeline
Hexagon Capital Partners LLC25,924$19.4M2.72%-78613F-HRTimeline
Zhang Financial LLC25,876$19.3M0.56%+43913F-HRTimeline
Stembrook Asset Management, LLC25,873$19.3M16.68%-37313F-HRTimeline
UNIQUE WEALTH, LLC25,692$19.2M2.24%-2,50013F-HRTimeline
RATIONAL ADVISORS, INC.25,677$19.2M1.76%+9,79913F-HRTimeline
Biltmore Family Office, LLC25,556$19.1M2.51%-1,06413F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC25,612$19.1M0.34%-49,47013F-HRTimelineGroup
L & S Advisors Inc25,568$19.1M1.97%-40,06413F-HRTimeline
Dynamic Advisor Solutions LLC25,530$19.1M0.54%-66213F-HRTimeline
ROCKLAND TRUST CO25,515$19.1M0.75%+3513F-HRTimeline
OFS Enterprise LLC25,457$19M4.85%-2413F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC25,436$19M6.46%+1,19713F-HRTimeline
Element Squared LLC25,435$19M9.45%+74813F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC25,414$19M1.05%-34413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…25,360$18.9M0.51%+13013F-HRTimeline
CACTI ASSET MANAGEMENT LLC25,295$18.9M0.95%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.25,267$18.9M4.23%+26513F-HRTimeline
Fiduciary Alliance LLC25,244$18.9M1.27%-16,21013F-HRTimeline
WORLD EQUITY GROUP, INC.25,200$18.8M4.21%+13,11113F-HRTimeline
J HAGAN CAPITAL, INC.25,179$18.8M8.71%+75413F-HRTimeline
BURLING WEALTH PARTNERS, LLC25,138$18.8M2.75%+9613F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC25,102$18.7M1.27%+15,43713F-HRTimeline
Apriem Advisors25,086$18.7M1.62%-8013F-HRTimeline
One Capital Management, LLC28,761$18.7M0.52%013F-HRTimeline
Churchill Financial Advisors, LLC25,012$18.7M3.6%-40513F-HRTimeline
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC25,000$18.7M0.24%013F-HRTimelineGroup
KENNICOTT CAPITAL MANAGEMENT LLC24,875$18.6M8.6%+22013F-HRTimeline
Nadler Financial Group, Inc.24,737$18.5M1.57%-45513F-HRTimeline
FIDUCIENT ADVISORS LLC24,727$18.5M2.64%+14413F-HRTimeline
Yanni & Associates Investment Advisors,…24,708$18.5M17.03%-38813F-HRTimeline
Maridea Wealth Management LLC24,661$18.4M2%+18,64413F-HRTimeline
Stelac Advisory Services LLC24,516$18.3M3.41%+1,06013F-HRTimeline
Gridiron Partners, LLC24,484$18.3M9.6%+4413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC24,402$18.2M0.24%-68413F-HRTimeline
Capital Investment Advisory Services, L…24,372$18.2M1.12%+10,63113F-HRTimeline
Cavalier Investments, LLC24,338$18.2M6.69%-123,34113F-HRTimeline
CHATHAM CAPITAL GROUP, INC.24,310$18.2M2.32%+17113F-HRTimeline
Global Financial Private Client, LLC24,304$18.1M4.92%+1,81613F-HRTimeline
Parkside Financial Bank & Trust24,278$18.1M1.24%-14813F-HRTimeline
OKABENA INVESTMENT SERVICES INC24,157$18M3.22%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …24,098$18M1.34%-2,53713F-HRTimelineGroup
Tortoise Investment Management, LLC24,069$18M1.34%-31813F-HRTimeline
Bison Wealth, LLC23,906$18M1.66%+1,37813F-HRTimeline
NewSquare Capital LLC23,995$17.9M1.33%+37813F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC23,929$17.9M0.58%-45513F-HRTimeline
Third View Private Wealth, LLC23,886$17.8M2.2%-46613F-HRTimeline
Coastline Trust Co23,883$17.8M1.58%-1,61013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC23,879$17.8M0.64%-513F-HRTimelineGroup
HOWARD FINANCIAL SERVICES, LTD.23,788$17.8M1.77%+6913F-HRTimeline
Procyon Advisors, LLC23,765$17.7M0.77%-64,68813F-HRTimeline
Opulen Financial Group LLC23,752$17.7M11.16%+26413F-HRTimeline
Flagship Private Wealth, LLC23,725$17.7M6.26%-1,20913F-HRTimeline
Bouchey Financial Group, Ltd.23,671$17.7M1.14%-12813F-HRTimeline
Shared Vision Wealth Group LLC23,565$17.6M6.05%+5,69513F-HRTimeline
Wedmont Private Capital23,305$17.6M0.48%+1,01313F-HRTimeline
CERTUITY, LLC23,492$17.5M0.87%+36213F-HRTimeline
ALM First Financial Advisors, LLC23,473$17.5M2.95%+4,47213F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC23,394$17.5M3.91%+3,63213F-HRTimeline
Betterment LLC23,386$17.5M0.03%+1,30613F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC23,364$17.4M0.21%+1,32113F-HRTimeline
Accredited Investors Inc.23,357$17.4M0.75%-22013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp23,323$17.4M0.73%+63413F-HRTimelineGroup
MONEYWISE, INC.23,276$17.4M6.48%-88113F-HRTimeline
Destination Wealth Management23,267$17.4M0.41%-52213F-HRTimeline
CWA Asset Management Group, LLC23,170$17.3M0.53%+1,50513F-HRTimeline
Coral Wealth Management, LLC23,144$17.3M14.16%-313F-HRTimeline
Nvest Financial, LLC23,119$17.3M5.46%+2,66913F-HRTimeline
WEST PACES ADVISORS INC.23,098$17.2M2.89%-28413F-HRTimeline
KINTRA WEALTH, LLC22,159$17.2M0.9%-2,70513F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV23,071$17.2M0.25%+52913F-HRTimeline
Paladin Partners, LLC23,064$17.2M11.39%+68013F-HRTimeline
Foguth Wealth Management, LLC.23,195$17.2M1.96%+2,86313F-HRTimeline
Laurel Wealth Advisors LLC22,864$17.1M1.65%-41213F-HRTimeline
Badgley Phelps Wealth Managers, LLC22,814$17.1M0.3%-70713F-HRTimeline
Fortis Group Advisors, LLC22,809$17M2.72%-52613F-HRTimeline
Hopwood Financial Services, Inc.22,788$17M9.86%-9013F-HRTimeline
Bensler, LLC22,765$17M1.5%+2,81213F-HRTimeline
Grove Bank & Trust22,763$17M1.69%+1,01213F-HRTimeline
Pathway Financial Advisors LLC22,771$17M1.98%-1,19613F-HRTimeline
Torrey-Payne Wealth Management, LLC22,568$16.9M13.86%-35213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC22,505$16.8M0.95%-98613F-HRTimeline
SFMG, LLC22,501$16.8M1.02%+1,70313F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC22,490$16.8M0.99%-50613F-HRTimeline
FCG Investment Co22,487$16.8M5.81%-12,79613F-HRTimeline
MONECO ADVISORS, LLC22,283$16.6M1.02%-25313F-HRTimeline
Berger Financial Group, Inc22,190$16.6M0.85%-62013F-HRTimeline
Morton Brown Family Wealth, LLC22,163$16.6M3.75%-5313F-HRTimeline
Tandem Wealth Advisors LLC22,120$16.5M6.57%-1,07913F-HRTimeline
GeoWealth Management, LLC22,102$16.5M0.52%+16113F-HRTimeline
Hickory Point Bank & Trust22,101$16.5M10.01%-1013F-HRTimeline
Raleigh Capital Management Inc.21,983$16.4M5.24%+3,35913F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.21,981$16.4M2.15%+54713F-HRTimeline
Flatrock Wealth Partners LLC21,923$16.4M6.45%+25713F-HRTimeline
AGH Wealth Advisors, LLC21,937$16.4M10.34%+59413F-HRTimeline
Navis Wealth Advisors, LLC21,918$16.4M6.21%+1313F-HRTimeline
CRA Financial Services, LLC21,874$16.3M1.88%+19513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…21,835$16.3M0.46%-24213F-HRTimelineGroup
Allen Mooney & Barnes Investment Adviso…21,777$16.3M2.47%+1613F-HRTimeline
Johnson Financial Group, LLC21,757$16.2M0.88%+3,08613F-HRTimeline
BOS Asset Management, LLC21,691$16.2M3.76%-5,53513F-HRTimeline
Stordahl Capital Management, Inc.21,670$16.2M2.96%-29013F-HRTimeline
Pinnacle Family Advisors, LLC21,601$16.1M6.77%-1,85513F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group21,513$16.1M1.5%+4813F-HRTimelineGroup
RH Tailwind Management, LLC21,500$16.1M7.5%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP21,495$16.1M0.01%+1,12713F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED21,473$16M0.97%+2,54313F-HRTimeline
BlueChip Wealth Advisors LLC21,365$16M6.05%+23113F-HRTimeline
Harbour Trust & Investment Management Co21,320$15.9M1.53%-113F-HRTimeline
PFC CAPITAL GROUP, INC.21,317$15.9M6.12%-47713F-HRTimeline
Trek Financial, LLC21,310$15.9M0.79%-3,79213F-HRTimeline
ADVISORTRUST PARTNERS, LLC21,304$15.9M5.44%+16,03513F-HRTimeline
Park Capital Management, LLC / WI21,300$15.9M9.36%+20,70813F-HRTimeline
Advisors Capital Management, LLC21,285$15.9M0.17%+28813F-HRTimeline
NWAM LLC21,281$15.9M0.79%+2,31013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD21,261$15.9M0.06%-1,08613F-HRTimelineGroup
AMERICAN ASSET MANAGEMENT INC.21,259$15.9M12.95%-1,46913F-HRTimeline
SimpliFi, Inc.21,215$15.8M6.26%+7813F-HRTimeline
Safe Harbor Fiduciary, LLC21,187$15.8M12.32%-54813F-HRTimeline
Strategic Wealth Partners, Ltd.21,185$15.8M0.98%+27713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…21,151$15.8M0.92%-10013F-HRTimeline
Comprehensive Financial Management LLC21,142$15.8M0.52%013F-HRTimeline
PATTEN & PATTEN INC/TN21,138$15.8M0.84%-28513F-HRTimeline
Chicago Capital, LLC21,130$15.8M0.38%-1,23113F-HRTimeline
Evanson Financial, LLC21,122$15.8M0.77%13F-HRTimeline
Obermeyer Wealth Partners21,101$15.8M0.64%-65513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC21,072$15.7M0.34%+15013F-HRTimeline
Claro Advisors Inc.21,062$15.7M1.65%-36513F-HRTimeline
Oxinas Partners, LLC21,060$15.7M6.2%+96913F-HRTimeline
Sepio Capital, LP21,053$15.7M0.79%-7,62113F-HRTimeline
Grandview Asset Management LLC21,052$15.7M3.9%-51213F-HRTimeline
X-Square Capital, LLC20,879$15.6M3.96%+68913F-HRTimeline
Cyndeo Wealth Partners, LLC20,827$15.6M0.73%-60613F-HRTimeline
EFG International AGin group EFG International AG20,768$15.5M0.28%-2,02813F-HRTimelineGroup
SBI Securities Co., Ltd.20,770$15.5M0.35%-1,25013F-HRTimeline
Gambit Capital Management, LLC20,760$15.5M9.04%+3,08113F-HRTimeline
Midwestern Financial, LLC /IA20,736$15.5M10.84%+77613F-HRTimeline
Ehrenkranz Partners L.P.20,722$15.5M8.93%+4,33913F-HRTimeline
Legacy Wealth Advisors, LLC20,605$15.4M6.66%-5,94413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC20,528$15.3M1.04%-83813F-HRTimeline
MAYPORT, LLC20,483$15.3M2.37%+14,53613F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC20,427$15.3M0.8%+2,87913F-HRTimeline
JFS WEALTH ADVISORS, LLC20,373$15.2M0.76%+19213F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC20,371$15.2M1.51%-5113F-HRTimeline
TFO Wealth Partners, LLC20,362$15.2M1.65%+59213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…20,200$15.1M0.01%+44013F-HRTimelineGroup
Venturi Wealth Management, LLC20,197$15.1M0.58%+4,76313F-HRTimeline
Morangie Management LLC20,120$15.1M12.51%-8113F-HRTimeline
AMI INVESTMENT MANAGEMENT INC20,153$15M3.2%-10013F-HRTimeline
TRUST POINT INC.20,118$15M1.28%+23113F-HRTimeline
MANNING & NAPIER ADVISORS LLC20,091$15M0.19%-64413F-HRTimeline
Napier Financial, LLC20,044$15M3.12%-55013F-HRTimeline
Hardworking Capital Advisors, LLC20,007$14.9M12.21%new13F-HRTimeline
Berman McAleer LLC19,986$14.9M1.73%-18113F-HRTimeline
Sound View Wealth Advisors Group, LLC19,957$14.9M0.93%-19613F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC19,950$14.9M3.31%-58813F-HRTimeline
Financial Guidance Group, Inc.19,941$14.9M5.57%-6913F-HRTimeline
Boston Trust Walden Corpgroup of 2 filers holding20,442$14.9M+476Timeline
VERUS CAPITAL PARTNERS, LLC19,902$14.9M0.8%+5,81413F-HRTimeline
MATHER GROUP, LLC.19,880$14.8M0.13%+1,51613F-HRTimeline
NISA INVESTMENT ADVISORS, LLC19,823$14.8M0.05%-913F-HRTimeline
AAFMAA Wealth Management & Trust LLC19,784$14.8M5.16%+79413F-HRTimeline
Bedel Financial Consulting, Inc.19,763$14.8M1.42%+43213F-HRTimeline
APPLETON PARTNERS INC/MA19,653$14.7M0.9%-41713F-HRTimeline
Estate Planners Group, LLC19,651$14.7M6.64%+4,67313F-HRTimeline
J.Safra Asset Management Corp19,628$14.7M0.68%+913F-HRTimeline
Waterloo Capital, L.P.19,615$14.6M0.83%+3,78613F-HRTimeline
Van Hulzen Asset Management, LLC19,608$14.6M1.04%-7013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC19,604$14.6M0.28%-44713F-HRTimelineGroup