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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
Stembrook Asset Management, LLC26,246$17.1M16.71%+35313F-HRTimeline
Dynamic Advisor Solutions LLC26,192$17M0.54%+7713F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC25,988$16.9M4.89%+31713F-HRTimeline
Ethos Financial Group, LLC25,879$16.9M1.24%-6,92213F-HRTimeline
Aries Wealth Management25,909$16.8M3.7%+81713F-HRTimeline
Bell Bank25,907$16.8M0.71%-34813F-HRTimeline
Halter Ferguson Financial Inc.25,887$16.8M3.72%-51713F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd25,987$16.8M0.66%+81513F-HRTimelineGroup
SANDERS MORRIS HARRIS LLC25,838$16.8M2.66%+25,23913F-HRTimeline
Global Trust Wealth Management LLC25,776$16.8M12.68%-85213F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC25,758$16.8M0.89%+61713F-HRTimeline
Sachetta, LLC25,755$16.8M9.08%-62613F-HRTimeline
Bison Wealth, LLC22,528$16.7M1.62%+25713F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…25,649$16.7M2.44%-5813F-HRTimelineGroup
WestEnd Advisors, LLC25,582$16.6M0.4%-4,24913F-HRTimeline
Coastline Trust Co25,493$16.6M1.64%+66613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OFS Enterprise LLC25,481$16.6M4.87%13F-HRTimeline
ROCKLAND TRUST CO25,480$16.6M0.66%+69213F-HRTimeline
Zhang Financial LLC25,437$16.5M0.57%+4,47713F-HRTimeline
Churchill Financial Advisors, LLC25,417$16.5M3.47%+3,72713F-HRTimeline
Fortis Group Advisors, LLC23,335$16.5M2.73%+1,90713F-HRTimeline
CACTI ASSET MANAGEMENT LLC25,295$16.5M1%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.25,285$16.4M1.99%-6513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…25,230$16.4M0.52%-14613F-HRTimeline
Nadler Financial Group, Inc.25,192$16.4M1.58%+1,67913F-HRTimeline
Apriem Advisors25,166$16.4M1.56%-17413F-HRTimeline
Trek Financial, LLC25,102$16.3M0.87%+7,51913F-HRTimeline
Yanni & Associates Investment Advisors,…25,096$16.3M16.92%+43313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC25,086$16.3M0.24%-1,29713F-HRTimeline
BURLING WEALTH PARTNERS, LLC25,042$16.3M2.63%+42113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.25,002$16.3M4.06%-69813F-HRTimeline
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC25,000$16.3M0.22%-116,65313F-HRTimelineGroup
Pacific Wealth Strategies Group, Inc.24,996$16.3M10.15%-12,41913F-HRTimeline
INGALLS & SNYDER LLC24,969$16.2M0.58%-3,66413F-HRTimeline
Flagship Private Wealth, LLC24,934$16.2M6.58%-75113F-HRTimeline
Bouchey Financial Group, Ltd.23,799$16.2M1.19%+513F-HRTimeline
KINTRA WEALTH, LLC24,864$16.2M1.14%+19,14013F-HRTimeline
Impact Partnership Wealth, LLC24,714$16.1M1.99%-8,15913F-HRTimeline
Foster Victor Wealth Advisors, LLC23,121$16.1M0.92%+11,56313F-HRTimeline
Element Squared LLC24,687$16.1M9.06%+2,20213F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC24,655$16M8.76%-2,44613F-HRTimeline
FIDUCIENT ADVISORS LLC24,583$16M2.09%-1,68213F-HRTimeline
Gridiron Partners, LLC24,440$15.9M9.71%-1,59313F-HRTimeline
Parkside Financial Bank & Trust24,426$15.9M1.22%-61213F-HRTimeline
J HAGAN CAPITAL, INC.24,425$15.9M8.57%-48213F-HRTimeline
Tortoise Investment Management, LLC24,387$15.9M1.31%+65013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC24,384$15.9M0.54%+4,97113F-HRTimeline
Third View Private Wealth, LLC24,352$15.8M2.17%+37913F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC24,239$15.8M5.79%+3,04313F-HRTimeline
Pathway Financial Advisors LLC23,967$15.7M1.94%-8613F-HRTimeline
MONEYWISE, INC.24,157$15.7M6.86%-26013F-HRTimeline
OKABENA INVESTMENT SERVICES INC24,157$15.7M3.03%-1,14713F-HRTimeline
CHATHAM CAPITAL GROUP, INC.24,139$15.7M2.28%-41013F-HRTimeline
AlphaCore Capital LLC23,896$15.5M0.37%-2,78713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC23,884$15.5M0.61%-54313F-HRTimelineGroup
Aaron Wealth Advisors LLC23,865$15.5M0.9%-5313F-HRTimeline
Turtle Creek Wealth Advisors, LLC23,827$15.5M1.17%-22913F-HRTimeline
Destination Wealth Management23,789$15.5M0.4%+4113F-HRTimeline
Highview Capital Management LLC/DE/23,749$15.4M5.61%+7813F-HRTimeline
LaSalle St. Investment Advisors, LLC23,741$15.4M2.17%-2713F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.23,719$15.4M1.74%-82713F-HRTimeline
Foguth Wealth Management, LLC.20,332$15.4M1.79%-16,63313F-HRTimeline
NewSquare Capital LLC23,617$15.4M1.34%+76713F-HRTimeline
Accredited Investors Inc.23,577$15.3M0.83%-1,81613F-HRTimeline
Badgley Phelps Wealth Managers, LLC23,521$15.3M0.31%-6,36213F-HRTimeline
Stelac Advisory Services LLC23,456$15.3M3.09%+96113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC23,491$15.3M0.97%+13613F-HRTimeline
Opulen Financial Group LLC23,488$15.3M10.75%+10713F-HRTimeline
Sunbelt Securities, Inc.23,457$15.3M0.96%+19813F-HRTimeline
Pinnacle Family Advisors, LLC23,456$15.3M7.17%+1,50713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.23,436$15.2M0.82%-18,95713F-HRTimelineGroup
Neumann Capital Management, LLC23,409$15.2M4.48%-2,23413F-HRTimeline
WEST PACES ADVISORS INC.23,382$15.2M2.95%-10813F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC23,214$15.1M4.57%+22,79813F-HRTimeline
Tandem Wealth Advisors LLC23,199$15.1M6.73%-46,71113F-HRTimeline
Wedmont Private Capital22,292$15.1M0.49%+1,25313F-HRTimeline
Coral Wealth Management, LLC23,147$15.1M16.83%13F-HRTimeline
CERTUITY, LLC23,130$15M0.99%-2,29213F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC22,996$15M0.98%-22913F-HRTimeline
Torrey-Payne Wealth Management, LLC22,920$14.9M13.67%-17913F-HRTimeline
Hopwood Financial Services, Inc.22,878$14.9M10.03%-24213F-HRTimeline
Berger Financial Group, Inc22,810$14.8M0.83%-1,34113F-HRTimeline
EFG International AGin group EFG International AG22,796$14.8M0.32%-2,68313F-HRTimelineGroup
AMERICAN ASSET MANAGEMENT INC.22,728$14.8M12.83%+30513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp22,689$14.8M0.69%-2,60913F-HRTimelineGroup
GEM Asset Management, LLC22,601$14.7M6.49%-78813F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV22,542$14.7M0.23%+8,43713F-HR/ATimeline
MONECO ADVISORS, LLC22,536$14.7M1.14%+46913F-HRTimeline
PINEBRIDGE INVESTMENTS LLC22,528$14.7M0.12%+4,79913F-HRTimeline
LuminArx Capital Management LP22,500$14.6M11%new13F-HRTimeline
Global Financial Private Client, LLC22,488$14.6M4.79%+29613F-HRTimeline
Paladin Partners, LLC22,384$14.6M10.5%+7913F-HRTimeline
Chicago Capital, LLC22,361$14.5M0.39%-19313F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD22,347$14.5M0.07%-8813F-HRTimelineGroup
Morton Brown Family Wealth, LLC22,216$14.4M3.82%+33113F-HRTimeline
HBK Sorce Advisory LLC19,565$14.4M0.29%+76813F-HRTimeline
Hickory Point Bank & Trust22,111$14.4M9.49%+4513F-HRTimeline
Betterment LLC22,080$14.4M0.03%+2,68013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…22,077$14.4M0.47%-1,40013F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC22,043$14.3M0.2%+38913F-HRTimeline
Factor Wealth Management LTD22,037$14.3M2.7%-1,99113F-HRTimeline
SBI Securities Co., Ltd.22,020$14.3M0.39%+46313F-HRTimeline
Stordahl Capital Management, Inc.21,960$14.3M2.94%-19213F-HRTimeline
GeoWealth Management, LLC21,941$14.3M0.51%-1,27213F-HRTimeline
Cedrus Wealth Group LLC21,936$14.3M15.88%+18,01313F-HRTimeline
PFG Advisors21,923$14.3M0.69%-4,84113F-HRTimeline
Navis Wealth Advisors, LLC21,905$14.2M7.27%-1213F-HRTimeline
LWM Advisory Services, LLC21,873$14.2M15.19%-23,32413F-HRTimeline
Sunflower Bank, N.A.21,810$14.2M3.61%+36713F-HRTimeline
Private Advisory Group LLC21,803$14.2M0.99%+2,63113F-HRTimeline
PFC CAPITAL GROUP, INC.21,794$14.2M6.25%-1,04613F-HRTimeline
Evelyn Partners Investment Management (…21,762$14.2M4.87%-38113F-HRTimeline
Allen Mooney & Barnes Investment Adviso…21,761$14.2M2.04%+36813F-HRTimeline
L2 Asset Management, LLC336,721$14.2M1.35%+335,78813F-HRTimeline
Obermeyer Wealth Partners21,756$14.1M0.65%+90813F-HRTimeline
Grove Bank & Trust21,751$14.1M1.6%-55013F-HRTimeline
Safe Harbor Fiduciary, LLC21,735$14.1M13.46%+84213F-HRTimeline
Flatrock Wealth Partners LLC21,666$14.1M6.36%+67813F-HRTimeline
CRA Financial Services, LLC21,679$14.1M1.83%+76113F-HRTimeline
CWA Asset Management Group, LLC21,665$14.1M0.48%+92913F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …21,575$14M0.04%-2,46813F-HRTimelineGroup
Grandview Asset Management LLC21,564$14M4.1%-2,27813F-HRTimeline
MMBG INVESTMENT ADVISORS CO.21,454$14M1.29%-94913F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group21,465$14M1.57%-10613F-HRTimelineGroup
SCHNIEDERS CAPITAL MANAGEMENT, LLC.21,434$13.9M2.22%+29513F-HRTimeline
Cyndeo Wealth Partners, LLC21,433$13.9M0.73%-59213F-HRTimeline
Claro Advisors Inc.21,427$13.9M1.68%-79413F-HRTimeline
PATTEN & PATTEN INC/TN21,423$13.9M0.84%+20413F-HRTimeline
Capital Advisors Wealth Management, LLC21,392$13.9M1.87%+61513F-HRTimeline
RIA Advisory Group LLC21,374$13.9M3.4%+3,82613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC21,366$13.9M1.12%-37713F-HRTimeline
AGH Wealth Advisors, LLC21,343$13.9M10.22%-2,34113F-HRTimeline
Harbour Trust & Investment Management Co21,321$13.9M1.47%-57913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…21,251$13.8M0.88%+113F-HRTimeline
Comprehensive Financial Management LLC21,142$13.7M0.46%013F-HRTimeline
SimpliFi, Inc.21,137$13.7M5.77%+18213F-HRTimeline
BlueChip Wealth Advisors LLC21,134$13.7M6.03%+60013F-HRTimeline
Advisors Capital Management, LLC20,997$13.7M0.16%-51,42713F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC20,922$13.6M0.38%+15913F-HRTimeline
Strategic Wealth Partners, Ltd.20,908$13.6M0.94%-3113F-HRTimeline
Vertex Planning Partners, LLC20,813$13.5M2.63%-5,43713F-HRTimeline
SFMG, LLC20,798$13.5M0.93%+23113F-HRTimeline
Evanson Asset Management, LLC20,775$13.5M0.73%-74613F-HRTimeline
MANNING & NAPIER ADVISORS LLC20,735$13.5M0.19%-2,66913F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC19,201$13.4M7.49%-1,17813F-HRTimeline
MARQUETTE ASSOCIATES, INC.20,605$13.4M14.58%+21513F-HRTimeline
Napier Financial, LLC20,594$13.4M3.07%-12913F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC20,538$13.4M3.39%13F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …20,457$13.3M7.4%+40113F-HRTimeline
Nvest Financial, LLC20,450$13.3M4.95%+3,94713F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC20,422$13.3M1.57%-6,65513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP20,368$13.2M0.01%+1,17813F-HRTimelineGroup
EQUITABLE TRUST CO20,318$13.2M0.61%-70613F-HRTimeline
Tulsa Wealth Advisors, INC20,312$13.2M2.32%new13F-HRTimeline
Morangie Management LLC20,201$13.2M12.13%-39913F-HRTimeline
AMI INVESTMENT MANAGEMENT INC20,253$13.2M2.96%-5313F-HRTimeline
X-Square Capital, LLC20,190$13.1M4.42%+2,74813F-HRTimeline
JFS WEALTH ADVISORS, LLC20,181$13.1M0.73%+6213F-HRTimeline
Berman McAleer LLC20,167$13.1M1.79%+913F-HRTimeline
Sound View Wealth Advisors Group, LLC20,153$13.1M0.89%-7913F-HRTimeline
VectorGlobal IAG, Inc.20,107$13.1M3.4%13F-HRTimeline
Oxinas Partners, LLC20,091$13.1M5.97%+4,06113F-HRTimeline
APPLETON PARTNERS INC/MA20,070$13.1M0.91%-43313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC20,051$13M0.28%-913F-HRTimelineGroup
Financial Guidance Group, Inc.20,010$13M5.23%+17013F-HRTimeline
Q Global Advisors, LLCin group Q Global Advisors, LLC20,000$13M12.51%+5,34213F-HRTimelineGroup
Midwestern Financial, LLC /IA19,960$13M10.21%+3,13613F-HRTimeline
Bensler, LLC19,953$13M1.34%-20313F-HRTimeline
Schrum Private Wealth Management LLC19,936$13M9.89%-22313F-HRTimeline
TRUST POINT INC.19,887$12.9M1.12%+13613F-HRTimeline
NISA INVESTMENT ADVISORS, LLC19,832$12.9M0.05%013F-HRTimeline
Virtus Wealth Solutions LLC19,853$12.9M2.46%-7,36113F-HRTimeline
TFO Wealth Partners, LLC19,770$12.9M1.75%+13913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…19,760$12.9M0.01%+1,61913F-HRTimelineGroup
Quintet Private Bank (Europe) S.A.19,739$12.8M0.86%-2,49013F-HRTimeline
Quadcap Wealth Management, LLC19,692$12.8M1.46%+41013F-HRTimeline
Van Hulzen Asset Management, LLC19,678$12.8M0.95%+87613F-HRTimeline
TSFG, LLC19,625$12.8M1.94%+20313F-HRTimeline
J.Safra Asset Management Corp19,619$12.8M0.69%-52,90713F-HRTimeline
Montecito Bank & Trust19,613$12.8M2.1%-5913F-HRTimeline
Boxwood Ventures, Inc.19,549$12.7M13.51%-113F-HRTimeline
Northside Capital Management, LLC19,561$12.7M1.12%+113F-HRTimeline
Luken Investment Analytics, LLC19,496$12.7M4.85%-64313F-HRTimeline
Boston Trust Walden Corpgroup of 2 filers holding19,966$12.7M+385Timeline
Bedel Financial Consulting, Inc.19,331$12.6M1.45%+27113F-HRTimeline
Ullmann Wealth Partners Group, LLC19,205$12.5M1.3%-2,29113F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.19,176$12.5M11.93%-25113F-HRTimeline
Empirical Asset Management, LLC19,140$12.4M3.29%-3,68013F-HRTimeline
Sequent Asset Management, LLC19,125$12.4M5.95%-78413F-HRTimeline
Bricktown Capital, LLC19,100$12.4M2.45%-90013F-HRTimeline
NIXON PEABODY TRUST CO19,093$12.4M0.99%+1,47113F-HRTimeline
McLean Asset Management Corp19,024$12.4M2.16%-513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO19,010$12.4M0.26%+74613F-HRTimeline
UNION SAVINGS BANK19,002$12.4M5.42%-11913F-HRTimeline
ALM First Financial Advisors, LLC19,001$12.4M2.22%+16,03213F-HRTimeline
AAFMAA Wealth Management & Trust LLC18,990$12.3M4.79%-3,51413F-HRTimeline
Sage Mountain Advisors LLC18,983$12.3M0.86%+13613F-HRTimeline
NWAM LLC18,971$12.3M0.71%+1,66013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED18,930$12.3M0.9%+3,30813F-HRTimeline
Compass Ion Advisors, LLC18,904$12.3M1.17%+71013F-HRTimeline