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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
Boxwood Ventures, Inc.19,550$14.6M8.74%+113F-HRTimeline
Kaizen Financial Strategies19,616$14.6M5.78%-6,60913F-HRTimeline
Tulsa Wealth Advisors, INC19,554$14.6M2.06%-75813F-HRTimeline
MMBG INVESTMENT ADVISORS CO.19,470$14.6M1.15%-1,98413F-HRTimeline
HBK Sorce Advisory LLC18,922$14.6M0.28%-64313F-HRTimeline
TSFG, LLC19,505$14.6M1.83%-12013F-HRTimeline
Quadcap Wealth Management, LLC19,399$14.5M1.41%-29313F-HRTimeline
Luken Investment Analytics, LLC19,297$14.4M5.04%-19913F-HRTimeline
Northside Capital Management, LLC19,282$14.4M1.18%-27913F-HRTimeline
Ullmann Wealth Partners Group, LLC19,212$14.3M1.3%+713F-HRTimeline
Alpine Global Management, LLC19,182$14.3M2.35%+10,17213F-HRTimeline
Bricktown Capital, LLC19,100$14.3M2.58%013F-HRTimeline
Douglass Winthrop Advisors, LLC19,088$14.3M0.25%+2,18113F-HRTimeline
Montecito Bank & Trust19,054$14.2M2.13%-55913F-HRTimeline
RB Capital Management, LLC19,045$14.2M2.78%+22913F-HRTimeline
Simplicity Wealth,LLC20,058$14.2M0.48%+13,55113F-HRTimeline
B&D White Capital Company, LLC18,946$14.1M1.41%+15,19413F-HRTimeline
Sequent Asset Management, LLC18,938$14.1M5.96%-18713F-HRTimeline
Factor Wealth Management LTD18,920$14.1M2.14%-3,11713F-HRTimeline
LYELL WEALTH MANAGEMENT, LP18,915$14.1M0.87%+8613F-HRTimeline
MidAtlantic Capital Management, Inc.18,896$14.1M8.77%-513F-HRTimeline
Eagle Strategies LLC18,883$14.1M1.4%+56113F-HRTimeline
McLean Asset Management Corp18,790$14M1.86%-23413F-HRTimeline
Strategic Family Wealth Counselors, L.L…18,782$14M3.26%-113F-HRTimeline
Garde Capital, Inc.18,695$14M0.63%+7,32213F-HRTimeline
Principle Wealth Partners LLC18,688$14M0.69%+1,17513F-HRTimeline
Sage Mountain Advisors LLC18,667$13.9M0.86%-31613F-HRTimeline
INTRUST BANK NA18,628$13.9M1.03%013F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.18,592$13.9M11.96%-58413F-HRTimeline
Compass Ion Advisors, LLC18,557$13.9M1.19%-34713F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC18,489$13.8M2.17%+16,96813F-HRTimeline
VISTA INVESTMENT PARTNERS LLC18,486$13.8M3.49%+2913F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC18,394$13.8M7.08%-80713F-HRTimeline
Measured Wealth Private Client Group, L…18,404$13.7M3.32%-1413F-HRTimeline
TCP Asset Management, LLC18,389$13.7M1.56%-613F-HRTimeline
Global Trust Wealth Management LLC18,340$13.7M9.43%-7,43613F-HRTimeline
COURIER CAPITAL LLC18,337$13.7M0.68%+2,25713F-HRTimeline
FIRST CITIZENS BANK & TRUST CO18,299$13.7M0.2%-71113F-HRTimeline
Tandem Financial, LLC18,217$13.6M4.39%+75713F-HRTimeline
Mayflower Financial Advisors, LLC18,249$13.6M1.18%-25513F-HRTimeline
Paulson Wealth Management Inc.18,155$13.6M2.88%-10613F-HRTimeline
Quintet Private Bank (Europe) S.A.18,149$13.6M0.85%-1,59013F-HRTimeline
Bigelow Investment Advisors, LLC18,132$13.5M4.9%-40713F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.18,131$13.5M4.49%+1,30413F-HRTimeline
E Fund Management Co., Ltd.18,131$13.5M0.3%+1,30413F-HRTimeline
Lee, Kelleher & Klein Wealth Management18,095$13.5M7.07%-17613F-HRTimeline
Lynch Investment Planning, LLC18,066$13.5M10.37%+99513F-HRTimeline
Capital Research Global Investorsin group Capital Research Global Inves…18,193$13.5M<0.01%-24,01413F-HRTimelineGroup
Wealth Dimensions Group, Ltd.18,037$13.5M2.41%-11013F-HRTimeline
MONETTA FINANCIAL SERVICES INC18,000$13.4M9.06%013F-HRTimeline
South Shore Capital Advisors17,989$13.4M8.99%+42713F-HRTimeline
Arete Wealth Advisors, LLC17,951$13.4M0.89%-11,28313F-HR/ATimeline
LMG Wealth Partners, LLC17,924$13.4M2.14%+1013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.17,892$13.4M2.53%-5213F-HRTimeline
Orange Investment Advisors, Inc.17,847$13.3M1.62%-19613F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)17,795$13.3M0.12%-15,55413F-HRTimelineGroup
Canopy Partners, LLC17,781$13.3M3.99%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC17,759$13.3M0.02%+3,07513F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP17,722$13.2M0.61%+1,84113F-HRTimeline
Oxler Private Wealth LLC17,693$13.2M3.78%-77413F-HRTimeline
Sage Capital Advisors,llc17,682$13.2M2.74%+4513F-HRTimeline
Cypress Wealth Services, LLC17,649$13.2M1.62%+68813F-HRTimeline
Verity Asset Management, Inc.17,596$13.1M4.97%+2,38613F-HRTimeline
UNTITLED INVESTMENTS LP17,584$13.1M5.11%new13F-HRTimeline
RMR Wealth Builders17,544$13.1M0.81%+5813F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…17,542$13.1M3.57%-34213F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.17,493$13.1M3.18%+3,09613F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co17,718$13.1M2.47%+18013F-HRTimeline
Heritage Wealth Advisors17,513$13.1M0.45%+35113F-HRTimeline
UNION SAVINGS BANK17,504$13.1M5.25%-1,49813F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …17,496$13.1M0.03%-4,07913F-HRTimelineGroup
Ryan Investment Management, Inc.17,462$13M5.9%new13F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC17,458$13M4.67%-45013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI17,432$13M1.09%-39113F-HRTimeline
Midwest Financial Network, LLC17,432$13M8.89%+2,01213F-HRTimeline
NIXON PEABODY TRUST CO17,403$13M0.92%-1,69013F-HRTimeline
HOURGLASS CAPITAL, LLC17,372$13M2.55%+20813F-HR/ATimeline
SCHRODER INVESTMENT MANAGEMENT GROUP17,443$12.9M0.01%-1,84813F-HRTimeline
Coastal Bridge Advisors, LLC17,288$12.9M0.8%+68413F-HRTimeline
SpringVest Wealth Management LLC17,279$12.9M8.12%+53513F-HRTimeline
CSS LLC/IL17,269$12.9M0.57%new13F-HRTimeline
Weil Company, Inc.17,246$12.9M2.27%+22413F-HRTimeline
Northern Financial Advisors Inc17,225$12.9M8.51%+35813F-HRTimeline
CFM WEALTH PARTNERS LLC17,217$12.9M1.64%-22713F-HRTimeline
KG Capital Management17,075$12.8M7.59%-21713F-HRTimeline
PFG Advisors17,043$12.7M0.64%-4,88013F-HRTimeline
FIRST MERCHANTS CORP17,007$12.7M0.45%-1,48313F-HRTimeline
Spruce Point Capital Management, LLC17,000$12.7M23.54%+2,00013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC16,964$12.7M0.09%-1,47213F-HRTimelineGroup
PEDDOCK CAPITAL ADVISORS, LLC16,956$12.7M2.53%+47013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC16,905$12.7M2.94%-28213F-HRTimeline
Caerus Investment Advisors, LLC16,900$12.6M4.26%-1913F-HRTimeline
SYKON CAPITAL LLC16,891$12.6M3.88%+16,49813F-HRTimeline
Balboa Wealth Partners16,875$12.6M1.72%-1,57613F-HRTimeline
Codex Capital Asset Management L.L.C.16,870$12.6M4.36%-40013F-HRTimeline
Wernau Asset Management Inc.16,859$12.6M11.94%-24913F-HRTimeline
GatePass Capital, LLC16,739$12.5M4.77%+5,06513F-HRTimeline
RFG Advisory, LLC16,727$12.5M0.2%+4,77513F-HRTimeline
Legacy Edge Advisors, LLC16,685$12.5M1.14%+28613F-HR/ATimeline
Mission Creek Capital Partners, Inc.16,681$12.5M2.19%-9113F-HRTimeline
PITTENGER & ANDERSON INC16,663$12.4M0.45%+48513F-HRTimeline
Lewis Asset Management, LLC16,610$12.4M4.35%+9413F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …16,582$12.4M0.29%+20013F-HRTimelineGroup
Old North State Trust, LLC16,567$12.4M6.36%-9813F-HRTimeline
FAS Wealth Partners, Inc.16,508$12.3M0.64%+8313F-HRTimeline
Second Half Financial Partners, LLC16,496$12.3M5.05%-1,47013F-HRTimeline
Lifeworks Advisors, LLC16,490$12.3M1.29%+5,69713F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS16,489$12.3M0.44%+86913F-HRTimelineGroup
GODSEY & GIBB, INC16,410$12.3M1.01%-3413F-HRTimeline
Peak Asset Management, LLC16,349$12.2M1.79%+4313F-HRTimeline
Plancorp, LLC16,287$12.2M0.3%-1,11513F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV15,660$12.1M3.94%-75613F-HRTimeline
NORDEN GROUP LLC16,222$12.1M0.99%+22313F-HRTimeline
Mount Capital Ltd16,200$12.1M4.57%013F-HRTimeline
Cannell & Spears LLC16,198$12.1M0.22%-43113F-HRTimeline
Westfuller Advisors, LLC16,094$12M4.39%+13,08713F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC16,081$12M0.02%+5,88613F-HRTimelineGroup
WEALTH ALLIANCE, LLC16,042$12M1%+1,22313F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA16,036$12M0.47%-1,03613F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV16,006$12M1.28%-35913F-HRTimeline
Advisory Alpha, LLC15,953$11.9M0.29%-2,84313F-HRTimeline
Main Street Financial Solutions, LLC15,935$11.9M0.76%+1,12113F-HRTimeline
Keating Financial Advisory Services, In…15,932$11.9M1.57%-2313F-HRTimeline
Accent Capital Management, LLC15,869$11.9M5.13%013F-HRTimeline
Fisher Asset Management, LLC15,902$11.9M<0.01%-74413F-HRTimeline
Cambria Investment Management, L.P.15,900$11.9M0.59%+1,52813F-HRTimeline
GREENWOOD GEARHART LLC15,888$11.9M0.55%-23113F-HRTimeline
Abound Wealth Management15,868$11.8M2.35%+20613F-HRTimeline
CMG Global Holdings, LLC15,854$11.8M5.02%+6113F-HRTimeline
Darrow Company, Inc.15,830$11.8M4.58%+65713F-HRTimeline
Balefire, LLC15,785$11.8M1.92%-1,49813F-HRTimeline
Performance Wealth Partners, LLC15,785$11.8M0.29%-20313F-HRTimeline
CGN Advisors LLC15,781$11.8M0.86%-14113F-HRTimeline
Operose Advisors LLC15,759$11.8M2.27%new13F-HRTimeline
Frazier Financial Advisors, LLC15,750$11.8M5.94%-1,13113F-HRTimeline
Paragon Private Wealth Management, LLC15,749$11.8M3.07%+12,37613F-HRTimeline
Roundview Capital LLC15,738$11.8M0.64%+62413F-HRTimeline
Next Level Private LLC15,705$11.7M2.3%-24813F-HRTimeline
Virtus Wealth Solutions LLC15,691$11.7M1.59%-4,16213F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC15,635$11.7M3.49%+69613F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC15,632$11.7M1.64%-2,18013F-HRTimeline
Port Capital LLC15,626$11.7M0.48%+4,27113F-HRTimeline
Keystone Wealth Services, LLC15,615$11.7M2.17%-39513F-HRTimeline
Empirical Asset Management, LLC15,611$11.7M2.63%-3,52913F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC15,600$11.6M0.57%-33113F-HRTimeline
Elequin Capital, LP15,598$11.6M0.39%-19,68113F-HRTimeline
Atlas Legacy Advisors, LLC15,593$11.6M1.72%+51113F-HRTimeline
Founders Financial Alliance, LLC15,535$11.6M1.54%+4,74313F-HRTimeline
Cornell Pochily Investment Advisors, In…15,530$11.6M3.12%-1,50613F-HRTimeline
Essential Planning, LLC.15,515$11.6M3.27%+2,94713F-HRTimeline
Financial Concepts Unlimited, Inc.15,504$11.6M9.08%-41713F-HRTimeline
International Private Wealth Advisors L…15,488$11.6M5.95%+47113F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC15,461$11.5M3.48%-3,13613F-HRTimeline
Summit Wealth Partners, LLC15,448$11.5M1.64%+913F-HRTimeline
Smithfield Trust Co15,430$11.5M0.46%+5,37613F-HRTimeline
Strategic Wealth Advisors LLC16,874$11.5M9.84%+11613F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP15,382$11.5M0.15%-36113F-HRTimelineGroup
St. Johns Investment Management Company…15,315$11.4M4.33%-15813F-HRTimeline
TCI Wealth Advisors, Inc.15,297$11.4M0.49%-6413F-HRTimeline
Ackerman Asset Management, LLC15,235$11.4M6.83%-11413F-HRTimeline
GEM Asset Management, LLC15,188$11.3M4.47%-7,41313F-HRTimeline
Pasadena Private Wealth, LLC15,180$11.3M1.45%-8213F-HRTimeline
Glassman Wealth Services15,179$11.3M1.36%+1,94413F-HRTimeline
ASL Financial, LLC15,172$11.3M7.98%-18513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.15,157$11.3M<0.01%+48313F-HRTimelineGroup
Bolthouse Investments, LLC15,116$11.3M9.15%+40913F-HRTimeline
Global Trust Asset Management, LLC15,032$11.2M3.51%+1113F-HRTimeline
TRUST CO OF VERMONT15,026$11.2M0.42%13F-HRTimeline
McLaughlin Asset Management, Inc.15,006$11.2M8.61%+1,19013F-HR/ATimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.15,000$11.2M0.02%+12,50013F-HRTimelineGroup
Harvey Partners, LLC15,000$11.2M0.78%+2,00013F-HRTimeline
Wilmar Advisors LLC15,000$11.2M8.11%013F-HRTimeline
Community Bank, N.A.14,997$11.2M1.21%-12513F-HRTimeline
Cordatus Wealth Management LLC14,969$11.2M2.45%+7,41913F-HRTimeline
Valmark Advisers, Inc.14,944$11.2M0.12%-80913F-HRTimeline
Ayrshire Capital Management LLC14,938$11.2M5.22%+12,26513F-HRTimeline
Smith & Howard Wealth Management, LLC14,931$11.2M2.29%-13,69613F-HRTimeline
Impact Partnership Wealth, LLC14,923$11.1M1.08%-9,79113F-HRTimeline
Equity Wealth Partners, LLC14,920$11.1M4%-70613F-HRTimeline
Triumph Capital Management14,859$11.1M2.01%-85413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…14,855$11.1M1.23%-31513F-HRTimeline
Jupiter Wealth Management LLC14,852$11.1M4.44%+15013F-HRTimeline
FORMULATE FINANCIAL LLC14,830$11.1M11.66%+43413F-HRTimeline
Goelzer Investment Management, Inc.14,827$11.1M0.48%-84313F-HRTimeline
XY Planning Network, Inc.14,805$11.1M1.39%+15213F-HRTimeline
INGALLS & SNYDER LLC14,791$11M0.3%-10,17813F-HRTimeline
GQG Partners LLC14,777$11M0.02%+5,39213F-HRTimeline
Westmount Partners, LLC14,760$11M2.43%+1,38513F-HRTimeline
Krilogy Financial LLC14,745$11M0.33%-80813F-HRTimeline
Cordant, Inc.14,742$11M3.97%-27513F-HRTimeline
TOP Private Wealth LLC.14,733$11M10.55%13F-HRTimeline
Elyxium Wealth, LLC14,684$11M1.15%+3,07513F-HRTimeline
Coppell Advisory Solutions LLC19,884$11M1.17%new13F-HRTimeline
GenWealth Group, Inc.14,669$11M1.71%-18313F-HRTimeline
TruNorth Capital Management, LLC14,659$10.9M1.76%+4,31713F-HRTimeline
Pinnacle Financial Group, LLC / IL14,648$10.9M2.67%+31913F-HRTimeline
Nelson Capital Management, LLC14,592$10.9M1.2%-16813F-HRTimeline
Towercrest Capital Management14,586$10.9M1.52%+40713F-HRTimeline
State of Alaska, Department of Revenue14,564$10.9M0.11%-1,84113F-HRTimeline
Warwick Investment Management, Inc.14,539$10.9M1.22%-49413F-HRTimeline