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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
Oxler Private Wealth LLC18,981$10.6M3.73%-2013F-HRTimeline
AlphaCore Capital LLC18,877$10.6M0.9%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC18,862$10.6M2.49%+10,60913F-HRTimeline
Cordant, Inc.18,854$10.5M5.49%-64213F-HRTimeline
Quadcap Wealth Management, LLC18,758$10.5M1.52%-21213F-HRTimeline
Wealth Dimensions Group, Ltd.18,668$10.4M2.49%-813F-HRTimeline
Transform Wealth, LLC18,605$10.4M0.63%-38,17613F-HRTimeline
Northern Financial Advisors Inc18,647$10.4M8.61%-4613F-HRTimeline
DHK Financial Advisors, Inc.18,566$10.4M5.71%+8,88913F-HRTimeline
Qalhat Capital Ltd18,585$10.4M2.18%013F-HRTimeline
MorganRosel Wealth Management, LLC18,515$10.4M3.14%-9813F-HRTimeline
Operose Advisors LLC18,488$10.3M3.43%+6,18413F-HRTimeline
Van Hulzen Asset Management, LLC18,465$10.3M0.94%-41913F-HRTimeline
Roger Wittlin Investment Advisory, LLC18,434$10.3M6.03%-99213F-HRTimeline
Mission Creek Capital Partners, Inc.18,429$10.3M2.5%+36413F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV18,409$10.3M1.58%-6113F-HRTimeline
Accent Capital Management, LLC18,317$10.3M5.94%+3,93513F-HRTimeline
Bedell Frazier Investment Counselling, …18,348$10.3M2.61%+16,61213F-HRTimeline
Elios Financial Group Inc.18,340$10.3M5.06%-88113F-HRTimeline
ATLAS CAPITAL ADVISORS INC.18,333$10.3M1.28%+25513F-HRTimeline
VISTA INVESTMENT PARTNERS LLC18,320$10.2M3.12%+5813F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)18,310$10.2M0.11%-10013F-HRTimelineGroup
NBW CAPITAL LLC18,309$10.2M2.27%-4,70513F-HRTimeline
RIA Advisory Group LLC18,299$10.2M3.33%+15,43413F-HRTimeline
Baker Avenue Asset Management, LP18,296$10.2M0.32%+14613F-HRTimeline
FOSTER & MOTLEY INC18,282$10.2M0.64%+4,08313F-HRTimeline
Principle Wealth Partners LLC18,180$10.2M0.73%+5913F-HRTimeline
MATHER GROUP, LLC.18,138$10.1M0.12%+513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO18,127$10.1M0.26%+59213F-HRTimeline
Caerus Investment Advisors, LLC18,037$10.1M9.73%+3,84213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC17,976$10.1M0.43%+14,68013F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK17,968$10.1M1.47%-308,33513F-HR/ATimelineGroup
Wernau Asset Management Inc.17,867$9.99M10.34%-18113F-HRTimeline
Canopy Partners, LLC17,858$9.99M3.89%-87413F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co17,818$9.97M2.41%+1513F-HRTimeline
J. W. Coons Advisors, LLC17,799$9.96M2.63%+13613F-HRTimeline
Warwick Investment Management, Inc.17,760$9.93M2.06%+9013F-HRTimeline
Aspire Private Capital, LLC17,745$9.93M2.47%-14,39013F-HRTimeline
Bensler, LLC17,682$9.89M1.24%+1,05013F-HRTimeline
Pasadena Private Wealth, LLC17,681$9.89M1.91%+10,34813F-HRTimeline
Lansing Street Advisors17,677$9.89M3.31%+41913F-HRTimeline
J. Goldman & Co LP17,669$9.88M0.35%-13,23913F-HRTimeline
Plancorp, LLC17,644$9.87M0.39%+11,31513F-HRTimeline
Sage Mountain Advisors LLC17,634$9.86M0.73%-8,23813F-HRTimeline
Davies Financial Advisors, Inc.17,618$9.86M8.4%+85613F-HRTimeline
Sage Capital Advisors,llc17,572$9.83M2.58%-2,90013F-HRTimeline
Prism Advisors, Inc.17,558$9.82M3.02%-68013F-HRTimeline
Cordatus Wealth Management LLC17,558$9.82M2.7%+7,41213F-HRTimeline
SpringVest Wealth Management LLC17,404$9.77M8.1%-17813F-HRTimeline
St. Johns Investment Management Company…17,428$9.75M4.82%-1,41713F-HRTimeline
GODSEY & GIBB, INC17,313$9.68M0.95%-10913F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC17,271$9.66M4.42%+56313F-HRTimeline
Codex Capital Asset Management L.L.C.17,270$9.66M4.55%013F-HRTimeline
Obermeyer Wealth Partners17,263$9.66M0.52%+3,80313F-HRTimeline
Cornell Pochily Investment Advisors, In…17,239$9.64M3.39%-2213F-HRTimeline
HAP Trading, LLC17,189$9.62M3.43%+6,44013F-HRTimeline
Winthrop Capital Management, LLC17,186$9.61M2.64%-27413F-HRTimeline
IronBridge Private Wealth, LLC17,186$9.61M3.79%+1,14013F-HRTimeline
CFM WEALTH PARTNERS LLC17,149$9.59M1.69%-3713F-HRTimeline
1248 Management, LLC17,033$9.56M4.08%013F-HR/ATimeline
StoneX Group Inc.in group StoneX Group Inc.17,019$9.54M0.52%+5913F-HR/ATimelineGroup
Old North State Trust, LLC16,261$9.53M6.06%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC17,020$9.52M2.02%+9713F-HRTimelineGroup
Ascension Capital Advisors, Inc.16,986$9.5M4.34%-16913F-HRTimeline
CRA Financial Services, LLC16,985$9.5M1.63%+2,41313F-HRTimeline
Cannon Advisors, Inc.16,979$9.5M8.75%-38713F-HRTimeline
Frazier Financial Advisors, LLC16,931$9.47M7.3%-15813F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.16,922$9.47M8.49%-1,05213F-HRTimeline
E Fund Management Co., Ltd.16,922$9.47M0.45%-1,05213F-HRTimeline
Moloney Securities Asset Management, LLC16,875$9.44M1.28%-12,79413F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC16,871$9.44M0.35%-2,65813F-HRTimeline
Pettinga Financial Advisors LLC16,834$9.42M2.21%+1,88213F-HRTimeline
Heritage Wealth Advisors16,697$9.34M0.47%-79,92313F-HRTimeline
Zhang Financial LLC16,694$9.34M0.49%+10813F-HRTimeline
Paragon Capital Management Ltd16,691$9.34M1.91%+413F-HRTimeline
Eagle Strategies LLC16,682$9.33M1.62%+84613F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC16,640$9.31M2.36%+5613F-HRTimeline
Capital Advisors Wealth Management, LLC16,633$9.3M1.64%+88713F-HRTimeline
LMG Wealth Partners, LLC16,585$9.28M2.07%+1713F-HRTimeline
PITTENGER & ANDERSON INC16,533$9.25M0.34%+16213F-HRTimeline
Van Cleef Asset Management,Inc16,526$9.24M1.05%-12013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC16,503$9.23M0.34%+2,25513F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…16,500$9.23M1%+11,25913F-HR/ATimelineGroup
GW HENSSLER & ASSOCIATES LTD16,448$9.2M0.53%+12,96213F-HR/ATimeline
Forum Financial Management, LPin group Forum Financial Management, LP16,355$9.15M0.15%+11113F-HRTimelineGroup
Legacy Edge Advisors, LLC16,338$9.14M1.43%-12813F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC16,316$9.13M0.56%-9013F-HRTimeline
SSA SWISS ADVISORS AG16,224$9.08M4.65%13F-HRTimeline
Next Level Private LLC16,204$9.06M3.38%-30013F-HRTimeline
MARQUETTE ASSOCIATES, INC.16,169$9.04M9.05%-4,54313F-HRTimeline
ORG Partners LLC16,117$9.04M2.23%-35,38713F-HRTimeline
Greenvale Capital LLP16,150$9.03M0.88%new13F-HRTimeline
Connective Capital Management, LLC16,142$9.03M8.32%new13F-HRTimeline
Triumph Capital Management16,137$9.03M3.01%+8013F-HRTimeline
CGN Advisors LLC16,117$9.02M0.88%+4513F-HRTimeline
Empowered Funds, LLC16,101$9.01M0.13%new13F-HRTimeline
WCG Wealth Advisors LLC16,099$9.01M0.68%-8,62513F-HR/ATimeline
Keystone Wealth Services, LLC16,088$9M2.44%+7613F-HRTimeline
Ramiah Investment Group16,086$9M8.62%-2,11113F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP16,083$9M1.45%+60613F-HRTimeline
Blue Trust, Inc.16,034$8.97M0.11%-43313F-HRTimeline
COURIER CAPITAL LLC16,031$8.97M0.59%-1,24813F-HRTimeline
Perritt Capital Management Inc15,963$8.93M4.93%+1,04913F-HRTimeline
Community Bank, N.A.15,950$8.92M1.2%-52813F-HRTimeline
Ackerman Asset Management, LLC15,911$8.9M8.05%13F-HRTimeline
Bayesian Capital Management, LP15,900$8.89M1.47%new13F-HRTimeline
SeaCrest Wealth Management, LLC15,894$8.89M1.01%-96013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise15,881$8.88M0.39%13F-HRTimelineGroup
Quent Capital, LLC15,872$8.88M0.93%-2,42613F-HRTimeline
Peak Asset Management, LLC15,857$8.87M1.69%+48213F-HRTimeline
Austin Private Wealth, LLC15,852$8.87M0.8%+6,33713F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC15,787$8.83M1.4%-1,65413F-HRTimeline
Keeley-Teton Advisors, LLC15,778$8.83M1.07%-1813F-HRTimeline
MRWM Advisors, LLC15,707$8.79M6.11%-31513F-HRTimeline
RB Capital Management, LLC15,701$8.78M2.14%+31113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.15,662$8.76M0.63%-16713F-HRTimelineGroup
Rappaport Reiches Capital Management, L…15,633$8.74M2.19%+18513F-HRTimeline
X-Square Capital, LLC15,609$8.73M3.75%+31313F-HRTimeline
Regent Peak Wealth Advisors LLC15,564$8.71M2.06%+4,49113F-HRTimeline
Citizens Business Bank15,540$8.69M1.89%-10,65213F-HRTimeline
Nelson Capital Management, LLC15,534$8.69M1.5%-7313F-HRTimeline
Sunbelt Securities, Inc.15,483$8.66M0.77%+1,60913F-HRTimeline
waypoint wealth counsel15,432$8.63M5.42%-5413F-HRTimeline
GenWealth Group, Inc.15,408$8.62M1.9%-64513F-HRTimeline
Centiva Capital, LP15,400$8.61M0.5%-290,73013F-HRTimeline
Enterprise Bank & Trust Co15,386$8.61M3.32%-413F-HRTimeline
Cannell & Spears LLC15,372$8.6M0.19%+1,40413F-HRTimeline
Blue Fin Capital, Inc.15,348$8.59M1.67%+5,29313F-HRTimeline
Hedeker Wealth, LLC15,340$8.58M2.31%-8,01713F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP15,327$8.57M0.01%-20,98013F-HRTimeline
RMR Wealth Builders15,307$8.56M0.9%-1,36713F-HRTimeline
Wedmont Private Capital16,012$8.55M0.44%+413F-HRTimeline
Fortis Group Advisors, LLC15,265$8.54M1.66%-54813F-HRTimeline
Perbak Capital Partners LLP15,263$8.54M6.33%-27,17213F-HRTimeline
Performance Wealth Partners, LLC15,220$8.51M0.3%-1,37813F-HRTimeline
Savvy Advisors, Inc.15,204$8.51M0.86%+8,42313F-HRTimeline
Summit Wealth Partners, LLC15,192$8.5M1.72%+1,17413F-HRTimeline
Global Strategic Investment Solutions, …15,169$8.49M0.98%+1013F-HRTimeline
Vienna Asset Management LLC15,152$8.48M6.69%+2,83313F-HRTimeline
LOWERY THOMAS, LLC15,140$8.47M5.79%+81613F-HRTimeline
Coppell Advisory Solutions LLC15,234$8.44M1.18%-5,25113F-HRTimeline
Peregrine Asset Advisers, Inc.15,078$8.43M3.16%-12113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP15,061$8.42M0.63%-88413F-HRTimeline
F/m Investments LLC15,057$8.42M0.34%+22713F-HRTimeline
Linscomb Wealth, Inc.15,010$8.4M0.42%-2313F-HRTimeline
EQUITEC PROPRIETARY MARKETS, LLC15,002$8.39M24.08%+15,00013F-HRTimeline
EPACRIA CAPITAL PARTNERS, LLC15,000$8.39M6.83%013F-HRTimeline
Wilmar Advisors LLC15,000$8.39M8.68%013F-HRTimeline
Tyler-Stone Wealth Management14,992$8.39M1.5%-81013F-HRTimeline
Coastal Bridge Advisors, LLC15,181$8.39M0.76%+7,57813F-HR/ATimeline
Freestate Advisors LLC14,971$8.37M8.31%-56013F-HRTimeline
ALETHEA CAPITAL MANAGEMENT, LLC14,970$8.37M6.25%new13F-HRTimeline
Roundview Capital LLC14,861$8.31M0.6%-1113F-HRTimeline
Pinnacle Financial Group, LLC / IL14,849$8.31M3.02%-1,45813F-HRTimeline
ABNER HERRMAN & BROCK LLC14,831$8.3M1.06%new13F-HRTimeline
GREENWOOD GEARHART LLC14,812$8.29M0.57%+52813F-HRTimeline
WBH ADVISORY INC14,737$8.24M0.77%-12613F-HRTimeline
Smith & Howard Wealth Management, LLC14,719$8.23M2.25%013F-HRTimeline
Adero Partners, LLC14,690$8.22M0.54%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.14,674$8.21M0.09%-89413F-HRTimeline
Plum Street Advisors, LLC14,664$8.2M3.95%-7613F-HRTimeline
Westmount Partners, LLC14,661$8.2M2.5%-14113F-HRTimeline
Canandaigua National Trust Co of Florida14,654$8.2M7.23%-2,17513F-HRTimeline
Waterloo Capital, L.P.14,638$8.19M0.76%-2,64813F-HRTimeline
First Washington CORP14,633$8.19M2.87%013F-HRTimeline
WEALTH ALLIANCE, LLC14,567$8.15M0.99%-1,22813F-HRTimeline
Avantax Planning Partners, Inc.14,557$8.14M0.29%+1113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…14,642$8.14M1.24%-57313F-HRTimeline
Jupiter Wealth Management LLC13,663$8.13M4.92%-1,44613F-HRTimeline
Towercrest Capital Management14,524$8.12M1.54%-5,96113F-HRTimeline
Successful Portfolios LLC14,479$8.1M5.51%-2013F-HRTimeline
Valmark Advisers, Inc.14,475$8.1M0.12%+1,42413F-HRTimeline
Betterment LLC14,457$8.09M0.02%+1,53913F-HRTimeline
Columbia Asset Management14,401$8.06M1.64%+11113F-HRTimeline
FIRST AMERICAN BANK14,382$8.05M0.6%-14213F-HRTimeline
CARRET ASSET MANAGEMENT, LLC14,376$8.04M0.91%-1,42013F-HRTimeline
Empirical Asset Management, LLC14,375$8.04M2.74%+96613F-HRTimeline
Quadrant Private Wealth Management, LLC14,314$8.03M2%-10713F-HRTimeline
Goelzer Investment Management, Inc.14,337$8.02M0.46%-77713F-HR/ATimeline
KKM Financial LLC14,293$8M3.38%+2,89713F-HRTimeline
DeepCurrents Investment Group LLC14,281$7.99M0.28%new13F-HRTimeline
Annandale Capital, LLC14,269$7.98M1.5%-11,03213F-HRTimeline
Aurora Private Wealth, Inc.14,232$7.96M6.36%+3,61913F-HR/ATimeline
PANAGORA ASSET MANAGEMENT INC14,213$7.95M0.04%-9,47113F-HRTimeline
Spectrum Strategic Capital Management, …14,202$7.94M4.98%-22313F-HRTimeline
Latko Wealth Management, Ltd.14,189$7.94M5.15%-32113F-HRTimeline
Prevatt Capital Ltd2,700$7.86M2.59%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED14,130$7.85M0.73%-1,59513F-HR/ATimeline
Nvest Financial, LLC13,992$7.83M4.19%-413F-HRTimeline
Colorado Capital Management, Inc.13,991$7.83M3.65%+12813F-HRTimeline
JTC Employer Solutions Trustee Ltd13,992$7.82M0.64%-1,53413F-HRTimeline
Yakira Capital Management, Inc.13,950$7.8M3.17%-4,05013F-HRTimeline
VISION FINANCIAL MARKETS LLC13,924$7.79M8.48%-45413F-HRTimeline
Trek Financial, LLC13,915$7.78M0.56%-44813F-HRTimeline
WADDELL & ASSOCIATES, LLC13,886$7.77M0.94%+4,33313F-HR/ATimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC13,835$7.74M0.04%+9,77013F-HRTimelineGroup
IRON Financial LLC13,831$7.74M4.34%+22013F-HRTimeline
Bolthouse Investments, LLC13,804$7.72M8.05%+1,04413F-HRTimeline
VanderPol Investments L.L.C.13,800$7.72M16.31%-10013F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…13,777$7.71M4.09%-92,29213F-HRTimelineGroup