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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
MARCO INVESTMENT MANAGEMENT LLC24,998$14M1.3%+91813F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…24,955$14M0.63%+1,22713F-HRTimeline
OKABENA INVESTMENT SERVICES INC24,954$14M3.51%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.24,927$13.9M4.04%+57913F-HRTimeline
MONEYWISE, INC.24,911$13.9M7.38%+96713F-HRTimeline
Aaron Wealth Advisors LLC24,819$13.9M1.59%-2,24813F-HRTimeline
GEM Asset Management, LLC24,744$13.9M7.77%-61313F-HRTimeline
PFC CAPITAL GROUP, INC.24,811$13.9M7%-25513F-HRTimeline
Gridiron Partners, LLC24,761$13.9M8.86%-1,23913F-HRTimeline
Florida Trust Wealth Management Co24,740$13.8M0.45%-64513F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …24,738$13.8M0.8%+24513F-HRTimelineGroup
Tortoise Investment Management, LLC24,717$13.8M1.44%-27413F-HR/ATimeline
Texas Yale Capital Corp.24,642$13.8M0.57%-44613F-HRTimeline
Parkside Financial Bank & Trust24,641$13.8M1.75%+5,01313F-HRTimeline
CACTI ASSET MANAGEMENT LLC24,795$13.8M1.07%013F-HRTimeline
KETTLE HILL CAPITAL MANAGEMENT, LLC24,568$13.7M3.77%new13F-HRTimeline
EWG Elevate Inc.24,561$13.7M5.21%-6,75813F-HRTimeline
G&S Capital LLC24,531$13.7M5.83%+21213F-HRTimeline
HUB Investment Partners, LLC24,485$13.7M0.55%-6,41113F-HRTimeline
Biltmore Family Office, LLC24,426$13.7M2.33%+5,56213F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC24,480$13.7M2.95%+39213F-HRTimeline
Pilgrim Partners Asia Pte Ltd24,400$13.6M12.94%+10,34013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,353$13.6M0.01%-1,681,76513F-HRTimelineGroup
CHILDRESS CAPITAL ADVISORS, LLC24,352$13.6M3.95%-1613F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.24,284$13.6M0.17%-188,60113F-HRTimeline
Greenland Capital Management LP24,278$13.6M2.33%+13,21613F-HRTimeline
Pathway Financial Advisors LLC24,267$13.6M2.45%+113F-HRTimeline
Bristlecone Advisors, LLC24,241$13.6M1.11%+16913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…24,221$13.5M1.19%-1,43113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC24,200$13.5M1.54%+3,96213F-HRTimelineGroup
Weiss Asset Management LPin group Weiss Asset Management LP24,198$13.5M0.36%+20,10813F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Bouchey Financial Group, Ltd.24,165$13.5M1.22%-1,12413F-HRTimeline
Accredited Investors Inc.24,158$13.5M0.84%+31513F-HRTimeline
Nadler Financial Group, Inc.24,142$13.5M1.5%-8913F-HRTimeline
Mount Capital Ltd24,100$13.5M4.34%013F-HRTimeline
Harbour Trust & Investment Management Co24,096$13.5M1.63%-1,28113F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC24,072$13.5M0.97%-12,68413F-HRTimeline
FSC Wealth Advisors, LLC24,025$13.4M8.82%-6,77213F-HRTimeline
Krane Funds Advisors LLC24,000$13.4M0.39%+9,10013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…23,872$13.4M2.24%+1,48613F-HRTimeline
CHATHAM CAPITAL GROUP, INC.23,839$13.3M2.22%+7,48413F-HRTimeline
Family Capital Management, Inc.23,806$13.3M8.21%+1,27713F-HRTimeline
Guerra Advisors Inc23,763$13.3M7.44%-2,68413F-HRTimeline
Grandview Asset Management LLC23,727$13.3M5.04%+98313F-HRTimeline
SBI Securities Co., Ltd.23,585$13.2M0.44%-84613F-HRTimeline
Ayalon Insurance Comp Ltd.23,481$13.2M4.25%+39613F-HRTimeline
Magnus Financial Group LLC23,526$13.2M1.28%+9513F-HRTimeline
EDGEWOOD MANAGEMENT LLC23,505$13.1M0.05%+2,18813F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.23,453$13.1M3.83%-1,23413F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC23,448$13.1M5.88%-8,62113F-HRTimeline
First National Bank of Mount Dora, Trus…23,436$13.1M3.2%-8,67713F-HRTimeline
Sunflower Bank, N.A.23,419$13.1M3.67%-14213F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC23,395$13.1M5.9%-3,07513F-HRTimeline
CenterStar Asset Management, LLC23,261$13M18.69%-45713F-HRTimeline
MANNING & NAPIER ADVISORS LLC23,237$13M0.16%+2,88313F-HRTimeline
PEAK6 LLCin group PEAK6 LLC23,207$13M0.51%-44,18913F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS23,162$13M6.1%-12513F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.23,133$12.9M1.76%+85613F-HRTimeline
Hopwood Financial Services, Inc.23,125$12.9M9.99%+8413F-HRTimeline
MMBG INVESTMENT ADVISORS CO.23,019$12.9M1.46%-3,00013F-HRTimeline
Tandem Wealth Advisors LLC23,051$12.9M6.74%-57613F-HRTimeline
WEST PACES ADVISORS INC.22,973$12.9M2.93%+82013F-HRTimeline
GREAT LAKES ADVISORS, LLC22,960$12.8M0.11%-6,38813F-HRTimeline
Empower Advisory Group, LLC22,941$12.8M0.04%-1,67613F-HRTimeline
ORBA Wealth Advisors, L.L.C.22,871$12.8M6.45%+3,68013F-HRTimeline
Trilogy Capital Inc.22,859$12.8M0.67%-3,72713F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC22,586$12.7M8.85%-2,18413F-HRTimeline
Grove Bank & Trust22,763$12.7M1.7%+3,32013F-HRTimeline
Sheaff Brock Investment Advisors, LLC22,746$12.7M1.17%+35713F-HRTimeline
Opulen Financial Group LLC22,690$12.7M11.53%-24413F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC22,609$12.6M5.32%+6,08713F-HR/ATimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD22,552$12.6M0.07%-96013F-HRTimelineGroup
Stordahl Capital Management, Inc.22,528$12.6M2.99%-513F-HRTimeline
Industrial Alliance Investment Manageme…22,510$12.6M10.04%-1,46413F-HRTimeline
Laurel Wealth Advisors LLC22,480$12.6M1.97%-33013F-HRTimeline
Vertex Planning Partners, LLC22,438$12.6M2.74%-1,47913F-HRTimeline
LOWE BROCKENBROUGH & CO INC22,370$12.6M0.83%-9613F-HRTimeline
GRIES FINANCIAL LLC22,421$12.5M2.43%-4913F-HRTimeline
Factor Wealth Management LTD22,420$12.5M3.85%+1,04613F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC22,390$12.5M2.31%+2,93213F-HRTimeline
PATTEN & PATTEN INC/TN22,313$12.5M0.84%+37013F-HRTimeline
Bryn Mawr Trust Advisors, LLC22,302$12.5M0.75%-3,14413F-HRTimeline
CHILTON INVESTMENT CO INC.22,244$12.4M0.3%+16,86913F-HRTimeline
Bison Wealth, LLC25,842$12.4M1.16%+12,42113F-HRTimeline
Mayflower Financial Advisors, LLC22,185$12.4M1.89%-2013F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI21,039$12.4M0.1%-20013F-HRTimelineGroup
LANDMARK WEALTH MANAGEMENT, INC.22,142$12.4M5.91%-8,95513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC22,098$12.4M0.58%-94913F-HRTimelineGroup
Evelyn Partners Investment Management (…22,092$12.4M4.62%-64113F-HR/ATimeline
Navis Wealth Advisors, LLC22,005$12.3M12.09%+1,56913F-HRTimeline
Hickory Point Bank & Trust21,951$12.3M10.8%-4213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC21,942$12.3M0.38%-28513F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…21,931$12.3M0.22%-33,67913F-HRTimelineGroup
SCHNIEDERS CAPITAL MANAGEMENT LLC21,899$12.3M2.62%-20313F-HRTimeline
MinichMacGregor Wealth Management, LLC21,893$12.2M2.74%-1,50913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC21,872$12.2M0.98%+21413F-HRTimeline
Jacksonville Wealth Management, LLC21,871$12.2M12.04%+44613F-HRTimeline
Custos Family Office, LLC21,827$12.2M4.33%-44913F-HRTimeline
UMB Bank, n.a.21,818$12.2M0.2%+1,86013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
APPLETON PARTNERS INC/MA21,814$12.2M0.94%-78413F-HRTimeline
Polianta Ltd21,800$12.2M5.89%new13F-HRTimeline
Golden State Wealth Management, LLC21,764$12.2M1.81%+2,23513F-HR/ATimeline
Destination Wealth Management21,757$12.2M0.38%+44613F-HRTimeline
JFS WEALTH ADVISORS, LLC21,556$12.1M0.82%-15113F-HRTimeline
Traction Financial Partners, LLC21,530$12M9.4%+1,71013F-HRTimeline
Ullmann Wealth Partners Group, LLC21,507$12M1.6%+3,35513F-HRTimeline
Good Life Advisors, LLC21,470$12M0.85%+84813F-HRTimeline
Morton Brown Family Wealth, LLC21,454$12M4.08%+10713F-HRTimeline
Evanson Asset Management, LLC21,375$12M0.85%-1,97013F-HRTimeline
EQUITABLE TRUST CO21,361$11.9M0.66%-92913F-HRTimeline
Great Diamond Partners, LLC21,346$11.9M3.26%+6,92613F-HRTimeline
Bigelow Investment Advisors, LLC21,305$11.9M5.66%-81413F-HRTimeline
MONETTA FINANCIAL SERVICES INC21,300$11.9M10.54%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…21,295$11.9M0.49%-4,25013F-HRTimelineGroup
Orange Investment Advisors, Inc.21,239$11.9M1.42%-1,78013F-HRTimeline
Decker Retirement Planning Inc.21,238$11.9M7.4%-26,55413F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI21,222$11.9M1.32%-33013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC21,220$11.9M0.76%+2513F-HRTimeline
Comprehensive Financial Management LLC21,142$11.9M0.37%013F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …21,157$11.8M7.35%+30013F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV21,142$11.8M0.34%-1,99513F-HR/ATimeline
Compass Ion Advisors, LLC21,137$11.8M1.39%-22413F-HRTimeline
INTRUST BANK NA21,103$11.8M1.17%-5113F-HRTimeline
SlateStone Wealth, LLC21,086$11.8M1.18%-10,80613F-HRTimeline
CWA Asset Management Group, LLC21,060$11.8M0.56%+3,67113F-HRTimeline
Highview Capital Management LLC/DE/20,996$11.7M4.92%+1,18613F-HRTimeline
Douglass Winthrop Advisors, LLC20,962$11.7M0.22%+15,71413F-HRTimeline
Americana Partners, LLC20,956$11.7M0.46%-7,25713F-HRTimeline
AMI INVESTMENT MANAGEMENT INC20,784$11.6M3.75%-17113F-HRTimeline
Sovran Advisors, LLC22,008$11.6M1.5%+72613F-HRTimeline
Balboa Wealth Partners20,710$11.6M2.8%-2,16913F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC20,699$11.6M0.17%-2,84913F-HRTimelineGroup
SFMG, LLC20,674$11.6M0.91%-1,22713F-HRTimeline
Sandbox Financial Partners, LLC20,588$11.5M4.07%+38313F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.20,588$11.5M0.18%-1,36513F-HRTimelineGroup
Cavalier Investments, LLC20,571$11.5M3.91%-3,47113F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding20,565$11.5M+835Timeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS20,563$11.5M0.47%-2,95713F-HRTimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …20,352$11.5M0.34%-94913F-HR/ATimelineGroup
One Capital Management, LLC20,526$11.5M0.39%-47913F-HRTimeline
Allen Mooney & Barnes Investment Adviso…20,487$11.5M1.86%+85513F-HRTimeline
TSFG, LLC20,439$11.4M2.34%+48113F-HRTimeline
Sculptor Capital LPin group Sculptor Capital LP20,438$11.4M0.26%-413,04213F-HRTimelineGroup
AAFMAA Wealth Management & Trust LLC20,393$11.4M5.18%+2913F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC20,382$11.4M0.22%+7,94813F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group20,349$11.4M1.49%+23913F-HRTimelineGroup
Caliber Wealth Management, LLC / KS20,348$11.4M1.55%13F-HRTimeline
TRUST POINT INC.20,340$11.4M1.04%-15213F-HRTimeline
Advisors Capital Management, LLC20,326$11.4M0.18%-20,53713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…19,970$11.3M0.34%-166,39113F-HRTimelineGroup
Texas Capital Bank Wealth Management Se…20,215$11.3M1.14%+7613F-HRTimeline
L.M. KOHN & COMPANY20,214$11.3M2.95%+2,18213F-HRTimeline
Luken Investment Analytics, LLC20,149$11.3M5.28%-50713F-HRTimeline
Montecito Bank & Trust20,147$11.3M1.99%-13113F-HRTimeline
TRIGLAV INVESTMENTS, D.O.O.20,145$11.3M0.94%new13F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH20,100$11.2M0.14%new13F-HRTimelineGroup
KG Capital Management20,051$11.2M3.63%+55313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC20,020$11.2M0.25%+35513F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC20,010$11.2M2.39%-81913F-HRTimeline
Schrum Private Wealth Management LLC20,003$11.2M9.84%-12113F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO20,000$11.2M0.46%-10,00013F-HRTimeline
Aries Wealth Management19,985$11.2M3.04%+56713F-HRTimeline
Financial Guidance Group, Inc.19,969$11.2M6.03%+15013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC19,947$11.2M0.08%-39,80713F-HRTimelineGroup
Gunma Bank,Ltd.19,900$11.1M3.59%new13F-HRTimeline
Paulson Wealth Management Inc.19,897$11.1M3.13%+9313F-HRTimeline
BlueChip Wealth Advisors LLC19,883$11.1M5.46%-52413F-HRTimeline
NIXON PEABODY TRUST CO19,854$11.1M0.94%-9,00113F-HRTimeline
LWM Advisory Services, LLC19,847$11.1M7.71%-15,32113F-HRTimeline
UNION SAVINGS BANK19,837$11.1M5.42%+44813F-HRTimeline
St. Louis Financial Planners Asset Mana…19,786$11.1M8.27%+1,48813F-HRTimeline
Badgley Phelps Wealth Managers, LLC19,725$11.1M0.27%-86413F-HRTimeline
Constant Guidance Financial LLC19,777$11.1M13.92%+1,76913F-HRTimeline
Bienville Capital Management, LLC19,709$11.1M2.68%-27713F-HRTimeline
Lane & Associates LLC19,765$11.1M5.96%-22,21513F-HRTimeline
Dale Q Rice Investment Management Ltd19,692$11M5.69%+44313F-HRTimeline
US FINANCIAL ADVISORS, LLC19,691$11M3.26%+6413F-HRTimeline
49 WEALTH MANAGEMENT, LLC19,666$11M1.33%+18,14413F-HRTimeline
MidAtlantic Capital Management, Inc.19,621$11M8.62%+24113F-HRTimeline
Boxwood Ventures, Inc.19,550$11M15.66%013F-HRTimeline
McLean Asset Management Corp22,046$10.9M3.62%+33913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV19,513$10.9M0.83%+3,95413F-HRTimeline
Bedel Financial Consulting, Inc.19,513$10.9M1.56%+1,26713F-HRTimeline
FIRST MERCHANTS CORP19,481$10.9M0.43%-15313F-HRTimeline
Sound View Wealth Advisors Group, LLC19,396$10.8M0.89%+1,54513F-HRTimeline
TFO Wealth Partners, LLC19,391$10.8M2.15%+65913F-HRTimeline
Morangie Management LLC19,326$10.8M10.62%-4,29913F-HRTimeline
WestEnd Advisors, LLC19,372$10.8M0.29%-34,09413F-HRTimeline
Global Financial Private Client, LLC19,327$10.8M4.13%-1,16313F-HRTimeline
Main Street Financial Solutions, LLC19,297$10.8M0.94%+3,32613F-HRTimeline
CHANNEL WEALTH LLC19,272$10.8M3.35%+2,41813F-HRTimeline
Rothschild Wealth LLC19,264$10.8M3.02%-42313F-HRTimeline
Lee, Kelleher & Klein Wealth Management19,255$10.8M7.92%+45713F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC19,248$10.8M0.01%+3,92913F-HR/ATimelineGroup
Edge Financial Advisors LLC19,237$10.8M6.79%-22913F-HRTimeline
Fusion Family Wealth, LLC19,228$10.8M0.99%+9,43513F-HRTimeline
LYELL WEALTH MANAGEMENT, LP19,217$10.8M1%-1,29513F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC19,170$10.7M5.31%-1,31513F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA18,875$10.7M0.51%-76913F-HRTimeline
Strategic Family Wealth Counselors, L.L…19,039$10.7M3.46%+66313F-HRTimeline