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Disclosery

SPY STATE STR SPDR S&P 500 ETF T

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SHS (fund), issuer CIK 884394

4,199 managers (4,244 13F filers) reported a position in SPY shares at 2025-06-30, 590,828,785 shares in all. 197 filers opened a position and 146 filers sold out during the quarter.

Managers
4,199
13F filers
4,244
New
197
Added
1,793
Reduced
1,642
Sold out
146
Shares held by filers
590,828,785

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
GQG Partners LLC19,184$11.9M0.02%+9,04113F-HRTimeline
Badgley Phelps Wealth Managers, LLC19,120$11.8M0.26%-60513F-HRTimeline
SEEDS INVESTOR LLC19,143$11.8M2.78%+13,16713F-HRTimeline
Rothschild Wealth LLC19,057$11.8M2.89%-20713F-HRTimeline
Varma Mutual Pension Insurance Co19,000$11.7M0.09%new13F-HRTimeline
Stark Wealth Management LLC21,780$11.7M16.74%+20,71713F-HRTimeline
Waterloo Capital, L.P.18,932$11.7M0.94%+4,29413F-HRTimeline
TRIGLAV INVESTMENTS, D.O.O.18,915$11.7M0.84%-1,23013F-HRTimeline
NIXON PEABODY TRUST CO18,914$11.7M0.91%-94013F-HRTimeline
Wealth Dimensions Group, Ltd.18,839$11.6M2.57%+17113F-HRTimeline
Oxler Private Wealth LLC18,835$11.6M3.66%-14613F-HRTimeline
Strategic Family Wealth Counselors, L.L…18,821$11.6M3.31%-21813F-HRTimeline
L.M. KOHN & COMPANY18,805$11.6M3.13%-1,40913F-HRTimeline
Wedmont Private Capital18,608$11.6M0.5%+2,59613F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC18,793$11.6M5.46%-37713F-HRTimeline
Lee, Kelleher & Klein Wealth Management18,784$11.6M7.71%-47113F-HRTimeline
Symphony Financial, Ltd. Co.7,852$11.6M1.52%+7,25413F-HR/ATimeline
Cordant, Inc.18,634$11.5M5.56%-22013F-HRTimeline
Second Half Financial Partners, LLC18,589$11.5M5.41%+8,49513F-HRTimeline
Qalhat Capital Ltd18,585$11.5M1.63%013F-HRTimeline
MorganRosel Wealth Management, LLC18,552$11.5M3.13%+3713F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA18,531$11.4M0.52%-34413F-HRTimeline
Northern Financial Advisors Inc18,469$11.4M8.57%-17813F-HRTimeline
Constant Guidance Financial LLC18,409$11.4M11.44%-1,36813F-HRTimeline
VISTA INVESTMENT PARTNERS LLC18,376$11.4M3.27%+5613F-HRTimeline
Weil Company, Inc.18,359$11.3M2.99%-17,03613F-HRTimeline
MATHER GROUP, LLC.18,341$11.3M0.12%+20313F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI18,239$11.3M0.09%-2,80013F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC18,320$11.3M1.11%-5,88013F-HRTimelineGroup
Van Hulzen Asset Management, LLC18,277$11.3M0.94%-18813F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP18,195$11.2M0.01%+2,86813F-HRTimeline
Principle Wealth Partners LLC18,190$11.2M0.7%+1013F-HRTimeline
CHILTON INVESTMENT CO INC.18,156$11.2M0.25%-4,08813F-HRTimeline
Baker Avenue Asset Management, LP18,144$11.2M0.32%-15213F-HRTimeline
Bensler, LLC18,054$11.2M1.25%+37213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC17,995$11.1M0.43%+1913F-HRTimelineGroup
NBW CAPITAL LLC17,987$11.1M2.4%-32213F-HRTimeline
Caliber Wealth Management, LLC / KS17,985$11.1M1.19%-2,36313F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK17,968$11.1M1.51%013F-HRTimelineGroup
Vienna Asset Management LLC17,938$11.1M7.64%+2,78613F-HRTimeline
LMG Wealth Partners, LLC17,900$11.1M2.27%+1,31513F-HRTimeline
Cavalier Investments, LLC17,855$11M3.34%-2,71613F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS17,840$11M0.41%-2,72313F-HRTimelineGroup
PLANNING ALTERNATIVES LTD /ADV17,830$11M1.53%-57913F-HRTimeline
Canopy Partners, LLC17,797$11M4.03%-6113F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co17,768$11M2.53%-5013F-HRTimeline
J. W. Coons Advisors, LLC17,764$11M2.48%-3513F-HRTimeline
SpringVest Wealth Management LLC17,706$11M8.88%+30213F-HRTimeline
Mission Creek Capital Partners, Inc.17,721$10.9M2.43%-70813F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC17,720$10.9M5.03%+44913F-HRTimeline
Zhang Financial LLC17,654$10.9M0.5%+96013F-HRTimeline
Cornell Pochily Investment Advisors, In…17,631$10.9M3.56%+39213F-HRTimeline
Impact Partnership Wealth, LLC17,618$10.9M2.01%+4,52713F-HRTimeline
Sage Capital Advisors,llc17,608$10.9M2.69%+3613F-HRTimeline
Capital Advisors Wealth Management, LLC17,572$10.9M1.71%+93913F-HRTimeline
CPC Advisors, LLC17,554$10.8M1.36%+9,81613F-HRTimeline
Prism Advisors, Inc.17,509$10.8M3.08%-4913F-HRTimeline
Eagle Strategies LLC17,491$10.8M1.65%+80913F-HRTimeline
ATLAS CAPITAL ADVISORS INC.17,470$10.8M1.32%-86313F-HRTimeline
Wernau Asset Management Inc.17,408$10.8M12.16%-45913F-HRTimeline
Plancorp, LLC17,391$10.7M0.37%-25313F-HRTimeline
Oxinas Partners, LLC17,352$10.7M5.5%+4,66613F-HRTimeline
AGH Wealth Advisors, LLC17,320$10.7M8.82%+7,39913F-HRTimeline
Ascent Wealth Partners, LLC17,326$10.7M1.32%+10,88913F-HRTimeline
Elios Financial Group Inc.17,301$10.7M4.85%-1,03913F-HRTimeline
Codex Capital Asset Management L.L.C.17,270$10.7M4.27%013F-HRTimeline
Sage Mountain Advisors LLC17,256$10.7M0.69%-37813F-HRTimeline
Turtle Creek Wealth Advisors, LLC17,252$10.7M1.26%+6,73213F-HRTimeline
EDGEWOOD MANAGEMENT LLC17,198$10.6M0.03%-6,30713F-HRTimeline
Frazier Financial Advisors, LLC17,178$10.6M7.49%+24713F-HRTimeline
Roger Wittlin Investment Advisory, LLC17,176$10.6M5.92%-1,25813F-HRTimeline
IronBridge Private Wealth, LLC17,131$10.6M3.69%-5513F-HRTimeline
PFM Health Sciences, LP17,129$10.6M0.92%new13F-HRTimeline
1248 Management, LLC17,033$10.6M3.9%013F-HRTimeline
NWAM LLC16,832$10.6M0.61%+10,82813F-HR/ATimeline
MinichMacGregor Wealth Management, LLC17,039$10.5M2.25%-4,85413F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC16,996$10.5M2.05%-2413F-HRTimelineGroup
Moloney Securities Asset Management, LLC16,994$10.5M1.3%+11913F-HRTimeline
SORA INVESTORS LLC16,965$10.5M0.95%new13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP16,957$10.5M1.57%+87413F-HRTimeline
CFM WEALTH PARTNERS LLC16,949$10.5M1.67%-20013F-HRTimeline
GODSEY & GIBB, INC16,944$10.5M0.98%-36913F-HRTimeline
Davies Financial Advisors, Inc.16,923$10.5M8.12%-69513F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC16,870$10.4M0.37%-113F-HRTimeline
Caerus Investment Advisors, LLC16,835$10.4M9.92%-1,20213F-HRTimeline
Cannell & Spears LLC16,826$10.4M0.21%+1,45413F-HRTimeline
Winthrop Capital Management, LLC16,758$10.4M2.62%-42813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP16,737$10.3M0.16%+38213F-HRTimelineGroup
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…16,717$10.3M18.26%-64,25513F-HRTimelineGroup
waypoint wealth counsel16,711$10.3M5.12%+1,27913F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise16,652$10.3M0.42%+77113F-HRTimelineGroup
Paragon Capital Management Ltd16,640$10.3M1.86%-5113F-HRTimeline
INGALLS & SNYDER LLC16,631$10.3M0.37%+12,95413F-HRTimeline
X-Square Capital, LLC16,622$10.3M3.69%+1,01313F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC16,616$10.3M2.37%-2413F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC16,593$10.3M0.56%+27713F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC16,586$10.2M1.47%+79913F-HRTimeline
Coastal Bridge Advisors, LLC16,782$10.2M0.85%+1,60113F-HRTimeline
F/m Investments LLC16,561$10.2M0.37%+1,50413F-HRTimeline
Summit Wealth Partners, LLC16,551$10.2M1.95%+1,35913F-HRTimeline
Cordatus Wealth Management LLC16,518$10.2M2.51%-1,04013F-HRTimeline
Diversified Enterprises, LLC16,435$10.2M0.76%+5,03713F-HRTimeline
FIRST CITIZENS BANK & TRUST CO16,419$10.1M0.18%-1,70813F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding16,402$10.1M+5,296Timeline
RB Capital Management, LLC16,298$10.1M2.28%+59713F-HRTimeline
MARQUETTE ASSOCIATES, INC.16,296$10.1M9.87%+12713F-HRTimeline
MGB Wealth Management, LLC16,313$10.1M3.31%+2,67113F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.16,260$10M0.09%+1,58613F-HRTimeline
LYELL WEALTH MANAGEMENT, LP16,241$10M0.79%-2,97613F-HRTimeline
ROMAN BUTLER FULLERTON & CO15,726$10M2.95%+8,29813F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.16,209$10M9.63%-71313F-HRTimeline
E Fund Management Co., Ltd.16,209$10M0.48%-71313F-HRTimeline
Legacy Edge Advisors, LLC16,183$10M1.34%-15513F-HRTimeline
Next Level Private LLC16,138$9.97M3.25%-6613F-HRTimeline
Empirical Asset Management, LLC16,130$9.97M3.08%+1,75513F-HRTimeline
RMR Wealth Builders16,129$9.97M0.91%+82213F-HRTimeline
COURIER CAPITAL LLC16,109$9.95M0.6%+7813F-HRTimeline
Canandaigua National Trust Co of Florida16,084$9.94M7.07%+1,43013F-HRTimeline
Old North State Trust, LLC16,073$9.93M6.79%-18813F-HRTimeline
Van Cleef Asset Management,Inc16,051$9.92M1.07%-47513F-HRTimeline
Performance Wealth Partners, LLC16,041$9.91M0.32%+82113F-HRTimeline
CGN Advisors LLC16,014$9.89M0.88%-10313F-HRTimeline
Nelson Capital Management, LLC15,950$9.85M1.3%+41613F-HRTimeline
Perritt Capital Management Inc15,942$9.85M5.09%-2113F-HR/ATimeline
Ackerman Asset Management, LLC15,908$9.83M7.87%-313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.15,781$9.78M0.48%-1,23813F-HRTimelineGroup
Heritage Wealth Advisors15,811$9.77M0.46%-88613F-HRTimeline
Peak Asset Management, LLC15,798$9.76M1.79%-5913F-HRTimeline
Community Bank, N.A.15,794$9.76M1.28%-15613F-HRTimeline
KKM Financial LLC15,761$9.75M3.39%+1,46813F-HRTimeline
JACKSON SQUARE CAPITAL, LLC15,766$9.74M2.16%+9,84713F-HRTimeline
Warwick Investment Management, Inc.15,711$9.71M1.88%-2,04913F-HRTimeline
SeaCrest Wealth Management, LLC15,706$9.7M1.05%-18813F-HRTimeline
Pasadena Private Wealth, LLC15,692$9.7M1.66%-1,98913F-HRTimeline
Atlatl Advisers LLC15,684$9.69M4.58%new13F-HRTimeline
PITTENGER & ANDERSON INC15,677$9.69M0.35%-85613F-HRTimeline
St. Johns Investment Management Company…15,663$9.68M4.44%-1,76513F-HRTimeline
Avantax Planning Partners, Inc.15,647$9.67M0.31%+1,09013F-HRTimeline
Cerro Pacific Wealth Advisors LLC15,630$9.66M2.68%+3,05213F-HRTimeline
Cypress Wealth Services, LLC15,596$9.64M1.73%+3,28613F-HRTimeline
Hedeker Wealth, LLC15,417$9.53M2.22%+7713F-HRTimeline
Schear Investment Advisers, LLC15,411$9.52M4.71%+14,74313F-HRTimeline
Keystone Wealth Services, LLC15,320$9.47M2.28%-76813F-HRTimeline
Betterment LLC15,318$9.46M0.02%+86113F-HRTimeline
Enterprise Bank & Trust Co15,296$9.45M3.53%-9013F-HRTimeline
GREENWOOD GEARHART LLC15,290$9.45M0.59%+47813F-HRTimeline
MRWM Advisors, LLC15,290$9.45M5.91%-41713F-HRTimeline
GenWealth Group, Inc.15,285$9.44M1.9%-12313F-HRTimeline
Blue Trust, Inc.15,233$9.41M0.11%-80113F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…15,227$9.41M5.54%13F-HRTimelineGroup
Towercrest Capital Management15,226$9.41M1.68%+70213F-HRTimeline
Global Strategic Investment Solutions, …15,169$9.37M1%013F-HRTimeline
Valmark Advisers, Inc.15,124$9.34M0.13%+64913F-HRTimeline
LOWERY THOMAS, LLC15,100$9.33M5.97%-4013F-HRTimeline
WEALTH ALLIANCE, LLC15,044$9.3M1.04%+47713F-HRTimeline
Wilmar Advisors LLC15,000$9.27M8.89%013F-HRTimeline
Tandem Financial, LLC14,950$9.26M8.7%+6,78513F-HRTimeline
Venturi Wealth Management, LLC14,938$9.23M0.46%+1,51413F-HRTimeline
Smith & Howard Wealth Management, LLC14,919$9.22M2.34%+20013F-HRTimeline
Roundview Capital LLC14,903$9.21M0.62%+4213F-HRTimeline
Columbia Asset Management14,901$9.21M1.81%+50013F-HRTimeline
TCI Wealth Advisors, Inc.14,873$9.19M0.63%+5,55813F-HRTimeline
Pinnacle Financial Group, LLC / IL14,812$9.15M3.06%-3713F-HRTimeline
Nvest Financial, LLC14,796$9.14M4.76%+80413F-HRTimeline
Westmount Partners, LLC14,794$9.14M2.51%+13313F-HRTimeline
Triumph Capital Management14,754$9.12M2.74%-1,38313F-HR/ATimeline
EXENCIAL WEALTH ADVISORS, LLC14,729$9.1M0.32%-1,77413F-HRTimeline
TRUST CO OF VERMONT14,668$9.06M0.43%+1,33413F-HRTimeline
Quadrant Private Wealth Management, LLC14,577$9.03M1.87%+26313F-HRTimeline
BURLING WEALTH PARTNERS, LLC14,542$8.98M1.66%+5,93613F-HRTimeline
Procyon Advisors, LLC14,524$8.97M0.85%-23,78413F-HRTimeline
FIRST AMERICAN BANK14,478$8.95M0.61%+9613F-HRTimeline
Bolthouse Investments, LLC14,464$8.94M8.85%+66013F-HR/ATimeline
Citizens Business Bank14,421$8.91M1.73%-1,11913F-HRTimeline
Successful Portfolios LLC14,380$8.88M5.46%-9913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC14,374$8.88M0.79%+99913F-HRTimeline
FAS Wealth Partners, Inc.14,322$8.85M0.65%+80313F-HRTimeline
Legacy Trust14,176$8.76M2.15%-12,07613F-HRTimeline
Goelzer Investment Management, Inc.14,140$8.74M0.48%-19713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.14,139$8.74M0.6%-1,52313F-HRTimelineGroup
Jupiter Wealth Management LLC13,538$8.73M4.41%-12513F-HRTimeline
CARRET ASSET MANAGEMENT, LLC14,111$8.72M0.93%-26513F-HRTimeline
Plum Street Advisors, LLC14,088$8.7M3.84%-57613F-HRTimeline
Latko Wealth Management, Ltd.14,070$8.69M4.89%-11913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV14,068$8.69M0.63%+74513F-HRTimeline
Cannon Advisors, Inc.14,046$8.68M6.99%-2,93313F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV14,034$8.67M0.19%-7,10813F-HR/ATimeline
Linscomb Wealth, Inc.14,014$8.66M0.4%-99613F-HRTimeline
WADDELL & ASSOCIATES, LLC14,010$8.66M0.92%+12413F-HRTimeline
JTC Employer Solutions Trustee Ltd13,992$8.64M0.82%013F-HRTimeline
Colorado Capital Management, Inc.13,991$8.64M3.7%013F-HRTimeline
CVFG LLC13,987$8.64M6.86%+33413F-HRTimeline
VISION FINANCIAL MARKETS LLC13,950$8.62M8.12%+2613F-HRTimeline
IRON Financial LLC13,945$8.62M4.56%+11413F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP13,916$8.6M0.72%-19,61613F-HRTimelineGroup
Clear Creek Financial Management, LLC13,889$8.58M0.82%+2,19113F-HRTimeline
Tactive Advisors, LLC13,892$8.58M2.78%13F-HRTimeline
Ignite Planners, LLC13,657$8.57M1.49%-1213F-HR/ATimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC13,798$8.53M0.01%-5,45013F-HRTimelineGroup
Etesian Wealth Advisors, Inc.13,794$8.52M3.18%+35113F-HRTimeline