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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
Tempo Wealth, LLC28,349$19.3M3.44%13F-HRTimeline
Trifecta Capital Advisors, LLC28,317$19.3M2.86%-88513F-HRTimeline
L & S Advisors Inc28,161$19.2M1.77%-49313F-HRTimeline
Gateway Wealth Partners, LLC28,133$19.2M2.14%-39713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.28,112$19.2M1.15%-8,95613F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC28,040$19.1M1.05%+73013F-HRTimeline
ORG Partners LLC27,979$19.1M3.36%+3,55113F-HRTimeline
Pettinga Financial Advisors LLC27,823$19M3.6%+73013F-HRTimeline
Kaizen Financial Strategies27,768$18.9M8.36%+15613F-HRTimeline
Traction Financial Partners, LLC27,624$18.8M11.16%+1,63513F-HRTimeline
Strategic Blueprint, LLC27,476$18.7M1.11%-2,65613F-HRTimeline
Virtus Wealth Solutions LLC27,214$18.6M3.52%+22,25213F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.27,165$18.5M11.03%+3913F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC27,101$18.5M8.96%+85113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…27,086$18.5M0.68%+6,61113F-HRTimelineGroup
CATALYST FINANCIAL PARTNERS LLC27,077$18.5M2.06%+10513F-HRTimeline
MAIRS & POWER INC27,054$18.4M0.18%+6113F-HRTimeline
FOUNDERS CAPITAL MANAGEMENT, LLC27,004$18.4M2.73%+19613F-HRTimeline
BOS Asset Management, LLC26,999$18.4M4.93%+36613F-HRTimeline
Polianta Ltd27,000$18.4M2.41%new13F-HRTimeline
Texas Yale Capital Corp.26,977$18.4M0.56%+14313F-HRTimeline
Rockbridge Investment Management, LCC26,919$18.4M1.71%-14713F-HRTimeline
Optas, LLC26,906$18.3M2.87%013F-HRTimeline
Wealth Architects, LLC26,863$18.3M1.65%-35613F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC26,756$18.3M0.7%-25,51713F-HRTimeline
PFG Advisors26,764$18.3M0.89%-9,67513F-HRTimeline
PATTON FUND MANAGEMENT, INC.26,704$18.2M2.44%-39013F-HRTimeline
Kemnay Advisory Services Inc.26,698$18.2M2.75%new13F-HRTimeline
AlphaCore Capital LLC26,683$18.2M0.41%+2,42813F-HRTimeline
Global Trust Wealth Management LLC26,628$18.2M13.46%13F-HRTimeline
Arista Wealth Management, LLC26,585$18.1M2.23%-22913F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC26,429$18.1M2.94%+25,77913F-HRTimelineGroup
Halter Ferguson Financial Inc.26,404$18M3.97%+92513F-HR/ATimeline
Sachetta, LLC26,381$18M9.85%+1,32613F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC26,383$18M0.27%-9313F-HRTimeline
Family Capital Management, Inc.26,377$18M7.99%+89413F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC26,360$18M1.35%+77613F-HRTimeline
Cypress Capital, LLC26,336$18M5.03%+22413F-HRTimeline
Magnus Financial Group LLC26,313$17.9M1.37%+1,23713F-HRTimeline
FIDUCIENT ADVISORS LLC26,265$17.9M2.22%+2,29013F-HRTimeline
Bell Bank26,255$17.9M0.77%-27113F-HRTimeline
Vertex Planning Partners, LLC26,250$17.9M4.16%+6,47413F-HRTimeline
Capital Research Global Investorsin group Capital Research Global Inves…25,957$17.8M<0.01%+21,80713F-HRTimelineGroup
Dynamic Advisor Solutions LLC26,115$17.8M0.57%-1,41613F-HRTimeline
Gridiron Partners, LLC26,033$17.8M10.11%-117,25313F-HRTimeline
Jacksonville Wealth Management, LLC25,899$17.7M12.5%+67313F-HRTimeline
Stembrook Asset Management, LLC25,893$17.7M16.68%13F-HRTimeline
G&S Capital LLC25,798$17.6M6.22%-1,03213F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…25,707$17.6M2.54%-2,08013F-HRTimelineGroup
Oldfather Financial Services, LLC25,775$17.6M5.23%-18313F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC25,671$17.6M5.37%-56113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.25,700$17.5M4.32%-16013F-HRTimeline
Flagship Private Wealth, LLC25,685$17.5M6.89%-9213F-HRTimeline
Neumann Capital Management, LLC25,643$17.5M5.05%-44613F-HRTimeline
Sandbox Financial Partners, LLC25,548$17.4M4.82%+1,36613F-HRTimeline
Icon Wealth Advisors, LLC25,538$17.4M1.16%-61213F-HRTimeline
Tandem Wealth Advisors LLC69,910$17.4M7.81%+44,28013F-HRTimeline
CACTI ASSET MANAGEMENT LLC25,295$17.4M1.05%013F-HRTimeline
EFG International AGin group EFG International AG25,479$17.4M0.34%13F-HRTimelineGroup
CERTUITY, LLC25,422$17.3M1.09%-12513F-HRTimeline
Accredited Investors Inc.25,393$17.3M0.92%-1,10613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…25,376$17.3M0.6%+22513F-HRTimeline
FOSTER & MOTLEY INC25,362$17.3M0.92%+1,49313F-HRTimeline
Wealth Enhancement Trust Services, Inc.25,350$17.3M2.18%13F-HRTimeline
Apriem Advisors25,340$17.3M1.59%-27013F-HRTimeline
Biltmore Family Office, LLC25,263$17.3M2.38%+72313F-HRTimeline
OKABENA INVESTMENT SERVICES INC25,304$17.3M3.29%+35013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp25,298$17.3M0.77%+54313F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd25,172$17.2M0.82%+71713F-HRTimelineGroup
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC25,141$17.1M0.88%-1,52513F-HRTimeline
Compound Planning, Inc.25,110$17.1M0.51%-3,88013F-HRTimeline
Aries Wealth Management25,092$17.1M3.79%+76913F-HRTimeline
Parkside Financial Bank & Trust25,038$17.1M1.28%+1,12413F-HRTimeline
J HAGAN CAPITAL, INC.24,907$17M9.4%-3,02613F-HRTimeline
UNIQUE WEALTH, LLC24,850$16.9M2.37%-49,88413F-HRTimeline
Coastline Trust Co24,827$16.9M1.59%-1,58213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ROCKLAND TRUST CO24,788$16.9M0.67%+5513F-HRTimeline
Yanni & Associates Investment Advisors,…24,663$16.8M16.82%13F-HRTimeline
BURLING WEALTH PARTNERS, LLC24,621$16.8M2.61%-3,36013F-HRTimeline
Retirement Management Systems Inc.24,570$16.8M4.29%13F-HRTimeline
CHATHAM CAPITAL GROUP, INC.24,549$16.7M2.38%+3813F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.24,546$16.7M1.96%+67313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC24,427$16.7M0.65%-48213F-HRTimelineGroup
MONEYWISE, INC.24,417$16.7M6.93%-1,16413F-HRTimeline
Pathway Financial Advisors LLC24,053$16.6M2.09%-34213F-HRTimeline
HUB Investment Partners, LLC24,266$16.5M0.45%+1,65013F-HRTimeline
Berger Financial Group, Inc24,151$16.5M0.96%-54013F-HRTimeline
Sharkey, Howes & Javer24,091$16.4M2.09%-5,71113F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC24,089$16.4M0.15%+90813F-HRTimelineGroup
Turtle Creek Wealth Advisors, LLC24,056$16.4M1.29%+3,29313F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …24,043$16.4M0.04%+1,94413F-HRTimelineGroup
Factor Wealth Management LTD24,028$16.4M3.54%+67113F-HRTimeline
Third View Private Wealth, LLC23,973$16.3M2.2%13F-HRTimeline
Aaron Wealth Advisors LLC23,918$16.3M0.91%-9213F-HRTimeline
Grandview Asset Management LLC23,842$16.3M4.46%+25813F-HRTimeline
Bouchey Financial Group, Ltd.23,794$16.2M1.22%-22013F-HRTimeline
Bank Pictet & Cie (Europe) AG23,782$16.2M0.32%-4,21713F-HRTimeline
LaSalle St. Investment Advisors, LLC23,768$16.2M2.61%+30213F-HRTimeline
Destination Wealth Management23,748$16.2M0.42%-1,79713F-HRTimeline
Tortoise Investment Management, LLC23,737$16.2M1.42%-60213F-HRTimeline
AGH Wealth Advisors, LLC23,684$16.2M12.14%-5713F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding23,686$16.2M-1,735Timeline
Highview Capital Management LLC/DE/23,671$16.1M5.69%+1,26613F-HRTimeline
GEM Asset Management, LLC23,389$16.1M7.19%-23413F-HRTimeline
Symphony Financial, Ltd. Co.23,556$16.1M2.16%+4,91513F-HRTimeline
GTS SECURITIES LLC23,612$16.1M0.55%-18,70513F-HRTimeline
MANNING & NAPIER ADVISORS LLC23,404$16.1M0.21%+1,73813F-HRTimeline
Nadler Financial Group, Inc.23,513$16M1.49%+26013F-HRTimeline
WEST PACES ADVISORS INC.23,490$16M3.1%-39013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…23,477$16M0.52%+2,97613F-HRTimelineGroup
Torrey-Payne Wealth Management, LLC23,099$16M14.34%13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC23,441$16M4.65%+37013F-HRTimeline
Bryn Mawr Trust Advisors, LLC23,406$16M0.77%+1,53313F-HRTimeline
Opulen Financial Group LLC23,381$15.9M11.61%+68213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC23,355$15.9M1%-20513F-HRTimeline
Sunbelt Securities, Inc.23,259$15.9M1.06%-34413F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC23,225$15.8M1%-1,22413F-HRTimeline
Atlatl Advisers LLC23,224$15.8M6.07%+6,54313F-HRTimeline
GeoWealth Management, LLC23,213$15.8M0.58%-1,52513F-HRTimeline
Hopwood Financial Services, Inc.23,120$15.8M11.1%+4113F-HRTimeline
Audent Global Asset Management, LLC22,971$15.7M9.94%+1,87413F-HRTimeline
Verity Asset Management, Inc.22,977$15.7M6.73%-7,06013F-HRTimeline
Annandale Capital, LLC22,916$15.6M2.54%+11,38113F-HRTimeline
Great Diamond Partners, LLC22,915$15.6M3.01%-57913F-HRTimeline
NewSquare Capital LLC22,850$15.6M1.37%-11,32613F-HRTimeline
PFC CAPITAL GROUP, INC.22,840$15.6M6.42%-97513F-HRTimeline
Empirical Asset Management, LLC22,820$15.6M4.39%+6,01213F-HRTimeline
Bristol Gate Capital Partners Inc.22,627$15.4M0.89%+19,48013F-HRTimeline
Chicago Capital, LLC22,554$15.4M0.38%-58413F-HRTimeline
Stelac Advisory Services LLC22,495$15.4M5.44%+36813F-HRTimeline
Laurel Wealth Advisors LLC22,549$15.4M2.03%-50813F-HRTimeline
AAFMAA Wealth Management & Trust LLC22,504$15.3M6.01%+12813F-HRTimeline
Element Squared LLC22,485$15.3M8.32%+9,47813F-HRTimeline
MMBG INVESTMENT ADVISORS CO.22,403$15.3M1.29%+3,18413F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD22,435$15.3M0.07%+18613F-HRTimelineGroup
AMERICAN ASSET MANAGEMENT INC.22,423$15.3M12.96%-1,61613F-HRTimeline
Paladin Partners, LLC22,305$15.2M11.33%13F-HRTimeline
Grove Bank & Trust22,301$15.2M1.71%-3013F-HRTimeline
LMCG INVESTMENTS, LLC22,266$15.2M0.87%+18,42013F-HRTimeline
Quintet Private Bank (Europe) S.A.22,229$15.2M0.88%-41613F-HRTimeline
Claro Advisors Inc.22,221$15.2M2.07%-43913F-HRTimeline
Global Financial Private Client, LLC22,192$15.1M5.3%-1013F-HRTimeline
Twin Tree Management, LP22,188$15.1M1.55%-65,91213F-HRTimeline
Stordahl Capital Management, Inc.22,152$15.1M3.11%-19813F-HRTimeline
Evelyn Partners Investment Management (…22,143$15.1M4.9%-12813F-HRTimeline
MONECO ADVISORS, LLC22,067$15M1.19%-56513F-HRTimeline
Hickory Point Bank & Trust22,066$15M10.92%+1513F-HRTimeline
Cyndeo Wealth Partners, LLC22,025$15M0.81%+1,05513F-HRTimeline
Pinnacle Family Advisors, LLC21,949$15M6.59%-8,01613F-HRTimeline
Navis Wealth Advisors, LLC21,917$14.9M6.33%+20713F-HRTimeline
Harbour Trust & Investment Management Co21,900$14.9M1.52%-81913F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise21,898$14.9M0.53%+5,76413F-HRTimelineGroup
Morton Brown Family Wealth, LLC21,885$14.9M4.06%-13513F-HRTimeline
Raleigh Capital Management Inc.21,845$14.9M5.41%+19213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC21,743$14.8M1.15%-2,49013F-HRTimeline
Churchill Financial Advisors, LLC21,690$14.8M4.52%13F-HRTimeline
Fortis Group Advisors, LLC21,428$14.8M2.48%-2,48913F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC21,654$14.8M0.24%+1,40913F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…21,580$14.7M3.69%-22,02213F-HRTimelineGroup
Cypress Capital Groupin group Cypress Capital Group21,571$14.7M1.65%+3013F-HRTimelineGroup
Johnson Financial Group, LLC21,570$14.7M0.91%+19,11413F-HRTimeline
SBI Securities Co., Ltd.21,557$14.7M0.38%+19013F-HRTimeline
Belvedere Trading LLC21,554$14.7M2.72%-252,80313F-HRTimeline
Evanson Asset Management, LLC21,521$14.7M0.79%+2813F-HRTimeline
Ullmann Wealth Partners Group, LLC21,496$14.7M1.53%-2013F-HRTimeline
Industrial Alliance Investment Manageme…21,465$14.6M8.31%+53513F-HRTimeline
Sunflower Bank, N.A.21,443$14.6M3.68%-1,66213F-HRTimeline
Allen Mooney & Barnes Investment Adviso…21,393$14.6M2.2%+4413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…21,349$14.6M0.47%+20,28513F-HRTimelineGroup
Wedmont Private Capital21,039$14.5M0.5%-1,18513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…21,250$14.5M0.92%+16,76213F-HRTimeline
PATTEN & PATTEN INC/TN21,219$14.5M0.85%-1,89413F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC21,196$14.5M5.35%-46613F-HRTimeline
Bison Wealth, LLC22,271$14.4M1.62%-1,48413F-HRTimeline
Comprehensive Financial Management LLC21,142$14.4M0.43%013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.21,139$14.4M2.25%-34013F-HRTimeline
Douglass Winthrop Advisors, LLC21,068$14.4M0.25%+45513F-HRTimeline
Flatrock Wealth Partners LLC20,988$14.4M6.89%13F-HR/ATimeline
EQUITABLE TRUST CO21,024$14.3M0.64%-23,56113F-HRTimeline
Zhang Financial LLC20,960$14.3M0.53%+3,30013F-HRTimeline
SimpliFi, Inc.20,955$14.3M6.04%-18,04813F-HRTimeline
Strategic Wealth Partners, Ltd.20,939$14.3M0.98%+64813F-HRTimeline
CRA Financial Services, LLC20,918$14.3M1.87%+69213F-HRTimeline
Safe Harbor Fiduciary, LLC20,893$14.2M12.59%13F-HRTimeline
Sepio Capital, LP20,885$14.2M0.78%-7,67213F-HRTimeline
INTRUST BANK NA20,873$14.2M1.18%-7513F-HRTimeline
Obermeyer Wealth Partners20,848$14.2M0.65%+1,19413F-HRTimeline
Capital Advisors Wealth Management, LLC20,777$14.2M1.93%+63513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC20,763$14.2M0.34%-94213F-HRTimeline
CWA Asset Management Group, LLC20,736$14.1M0.51%-35313F-HRTimeline
Balboa Wealth Partners20,727$14.1M2.34%-38613F-HRTimeline
Napier Financial, LLC20,723$14.1M3.53%13F-HRTimeline
Morangie Management LLC20,600$14.1M11.23%-1,59613F-HRTimeline
SFMG, LLC20,567$14M0.94%+81813F-HRTimeline
BlueChip Wealth Advisors LLC20,534$14M5.88%-39813F-HRTimeline
Reyes Financial Architecture, Inc.20,518$14M8.52%+17,58413F-HRTimeline
APPLETON PARTNERS INC/MA20,503$14M0.92%-11513F-HRTimeline
MARQUETTE ASSOCIATES, INC.20,390$13.9M17.81%+4,02213F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC20,365$13.9M0.74%-14813F-HRTimeline
Vigilare Wealth Management20,363$13.9M4.67%+12,84213F-HRTimeline