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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
AMI INVESTMENT MANAGEMENT INC20,306$13.8M3.11%-1313F-HRTimeline
Advisory Alpha, LLC20,277$13.8M0.38%-34113F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC20,379$13.8M8.29%-2,31313F-HRTimeline
Sound View Wealth Advisors Group, LLC20,232$13.8M0.93%+41613F-HRTimeline
Schrum Private Wealth Management LLC20,159$13.7M10.16%+17613F-HRTimeline
Berman McAleer LLC20,158$13.7M1.88%-47913F-HRTimeline
Bensler, LLC20,156$13.7M1.38%+1,25213F-HRTimeline
Luken Investment Analytics, LLC20,139$13.7M5.42%-6513F-HRTimeline
JFS WEALTH ADVISORS, LLC20,119$13.7M0.77%-2,12213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC20,060$13.7M0.28%+52813F-HRTimelineGroup
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …20,056$13.7M7.41%-30113F-HRTimeline
Bricktown Capital, LLC20,000$13.6M2.3%new13F-HRTimeline
Measured Wealth Private Client Group, L…19,999$13.6M3.61%-6,01013F-HRTimeline
Centiva Capital, LP19,980$13.6M0.82%new13F-HRTimeline
Sequent Asset Management, LLC19,909$13.6M6.03%-10313F-HRTimeline
NISA INVESTMENT ADVISORS, LLC19,832$13.6M0.04%013F-HRTimeline
Financial Guidance Group, Inc.19,840$13.5M5.53%-25213F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC19,779$13.5M1.4%+7,55413F-HRTimelineGroup
Ascent Wealth Partners, LLC19,760$13.5M1.55%+4,64313F-HRTimeline
TRUST POINT INC.19,751$13.5M1.06%-2913F-HRTimeline
Montecito Bank & Trust19,672$13.4M2.14%-19013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC19,633$13.4M0.42%+5,28813F-HRTimeline
TFO Wealth Partners, LLC19,631$13.4M2%+4813F-HRTimeline
Boxwood Ventures, Inc.19,550$13.4M13.46%013F-HRTimeline
Northside Capital Management, LLC19,560$13.3M1.16%013F-HRTimeline
KG Capital Management19,545$13.3M3.44%+6613F-HRTimeline
Lansing Street Advisors19,480$13.3M3.43%+25113F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.19,427$13.2M12.42%13F-HRTimeline
TSFG, LLC19,422$13.2M1.98%-12513F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC19,413$13.2M0.44%+1,21013F-HRTimeline
SlateStone Wealth, LLC19,401$13.2M1.11%-1,34213F-HRTimeline
Betterment LLC19,400$13.2M0.03%+2,81313F-HRTimeline
Cambria Investment Management, L.P.19,358$13.2M0.77%+10,94013F-HRTimeline
Quadcap Wealth Management, LLC19,282$13.1M1.51%+10213F-HRTimeline
McLean Asset Management Corp19,029$13.1M2.35%-2313F-HRTimeline
Mayflower Financial Advisors, LLC19,205$13.1M1.59%-5613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP19,190$13.1M0.01%-72313F-HRTimelineGroup
LVM CAPITAL MANAGEMENT LTD/MI19,177$13.1M1.21%-9713F-HRTimeline
Private Advisory Group LLC19,172$13.1M1.03%+14,62513F-HRTimeline
UNION SAVINGS BANK19,121$13M5.65%13F-HRTimeline
Baker Avenue Asset Management, LP19,090$13M0.3%+42613F-HRTimeline
Bedel Financial Consulting, Inc.19,060$13M1.4%-33513F-HRTimeline
HBK Sorce Advisory LLC18,797$13M0.3%+5,16513F-HRTimeline
TRIGLAV INVESTMENTS, D.O.O.19,032$13M0.82%-113F-HRTimeline
Boston Trust Walden Corpgroup of 2 filers holding19,581$13M+103Timeline
MONETTA FINANCIAL SERVICES INC19,000$13M9.28%-1,00013F-HRTimeline
SJBENEN ADVISORY, LLC92,608$12.9M13.3%13F-HRTimeline
Financial Management Professionals, Inc.18,794$12.9M1.33%+4813F-HRTimeline
Sage Mountain Advisors LLC18,847$12.9M0.68%+1,56713F-HRTimeline
Orange Investment Advisors, Inc.18,839$12.8M1.42%-79413F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC18,830$12.8M4.64%+22813F-HRTimeline
MidAtlantic Capital Management, Inc.18,821$12.8M8.22%-5613F-HRTimeline
Van Hulzen Asset Management, LLC18,802$12.8M0.94%+86713F-HRTimeline
FIRST MERCHANTS CORP18,752$12.8M0.47%+20213F-HRTimeline
Strategic Family Wealth Counselors, L.L…18,807$12.7M2.86%-613F-HRTimeline
Kesler, Norman & Wride, LLC18,608$12.7M2.18%-10,52413F-HRTimeline
Oxler Private Wealth LLC18,577$12.7M3.67%-3113F-HRTimeline
Eagle Strategies LLC18,488$12.6M1.61%+1,29013F-HRTimeline
Principle Wealth Partners LLC18,466$12.6M0.71%+21113F-HRTimeline
VISTA INVESTMENT PARTNERS LLC18,425$12.6M3.3%+1013F-HRTimeline
Lee, Kelleher & Klein Wealth Management18,377$12.5M7.48%+10813F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC18,368$12.5M5.39%-20013F-HRTimeline
Gambit Capital Management, LLC18,126$12.5M8.94%13F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.18,268$12.5M2.69%-1,27913F-HRTimeline
Paulson Wealth Management Inc.18,266$12.5M2.88%-1,07113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO18,264$12.5M0.26%-1,54813F-HRTimeline
MorganRosel Wealth Management, LLC18,238$12.4M3.11%-16413F-HRTimeline
Nemes Rush Group LLC18,233$12.4M1.17%+7,45013F-HRTimeline
Compass Ion Advisors, LLC18,194$12.4M1.18%-2,03013F-HRTimeline
LSP Investment Advisors, LLCin group LSP Investment Advisors, LLC18,164$12.4M6.59%-33,22613F-HRTimelineGroup
Winthrop Capital Management, LLC18,154$12.4M2.88%+113F-HRTimeline
Shay Capital LLC18,150$12.4M2%+13,15013F-HRTimeline
Wealth Dimensions Group, Ltd.18,148$12.4M2.46%-39813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…18,141$12.4M0.01%+4,66613F-HRTimelineGroup
Heritage Wealth Advisors18,101$12.3M0.47%013F-HRTimeline
Bigelow Investment Advisors, LLC18,067$12.3M4.81%-66413F-HRTimeline
Balefire, LLC18,060$12.3M2.4%+70713F-HRTimeline
LMG Wealth Partners, LLC17,910$12.2M2.28%013F-HRTimeline
MATHER GROUP, LLC.17,851$12.2M0.13%-49013F-HRTimeline
Cypress Wealth Services, LLC17,850$12.2M1.68%+2,31513F-HRTimeline
Smartleaf Asset Management LLC17,716$12.2M0.46%+1,71313F-HRTimeline
Canopy Partners, LLC17,781$12.1M3.95%013F-HRTimeline
PINEBRIDGE INVESTMENTS LLC17,729$12.1M0.09%13F-HR/ATimeline
COMPASS CAPITAL CORP /MA/ /ADV17,442$12.1M4.65%-2,95713F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co17,678$12.1M2.56%-7513F-HRTimeline
Second Half Financial Partners, LLC17,678$12.1M5.35%-27613F-HRTimeline
Sage Capital Advisors,llc17,629$12M2.86%+14713F-HRTimeline
NIXON PEABODY TRUST CO17,622$12M0.91%-1,48413F-HRTimeline
South Shore Capital Advisors17,585$12M8.76%13F-HRTimeline
Trek Financial, LLC17,583$12M0.69%+4,20313F-HRTimeline
RMR Wealth Builders17,568$12M0.96%+1,44513F-HRTimeline
RIA Advisory Group LLC17,548$12M2.9%-3,16613F-HRTimeline
Caerus Investment Advisors, LLC17,495$11.9M3.98%-21813F-HRTimeline
NWAM LLC17,311$11.9M0.67%+49013F-HRTimeline
NVWM, LLC17,480$11.9M2.59%+8,49813F-HRTimeline
X-Square Capital, LLC17,442$11.9M3.9%+72213F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC17,424$11.9M1.59%+56113F-HRTimeline
Weil Company, Inc.17,400$11.9M2.73%-91813F-HRTimeline
Cornell Pochily Investment Advisors, In…17,387$11.9M3.44%-20413F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA17,386$11.9M0.52%-1,51413F-HRTimeline
Fisher Asset Management, LLC17,349$11.8M<0.01%+2,41013F-HRTimeline
MGB Wealth Management, LLC17,310$11.8M3.38%+1,77913F-HRTimeline
Codex Capital Asset Management L.L.C.17,270$11.8M4.28%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP17,269$11.8M1.6%+11913F-HRTimeline
Legacy Edge Advisors, LLC17,252$11.8M1.29%+1,06913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC17,218$11.7M0.79%+4,83413F-HR/ATimeline
Cordant, Inc.17,202$11.7M4.92%-1,24713F-HRTimeline
Mission Creek Capital Partners, Inc.17,176$11.7M2.36%-40513F-HRTimeline
Edge Financial Advisors LLC17,118$11.7M4.91%-53213F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…17,101$11.7M5.57%+92913F-HRTimelineGroup
SpringVest Wealth Management LLC17,053$11.6M8.1%-40513F-HRTimeline
Plancorp, LLC17,044$11.6M0.35%+4013F-HRTimeline
Bridgelight Financial Advisors, Inc.17,041$11.6M9.9%13F-HRTimeline
Diversified Enterprises, LLC17,036$11.6M0.69%+24913F-HRTimeline
SEEDS INVESTOR LLC17,008$11.6M2.22%-1,98013F-HRTimeline
CFM WEALTH PARTNERS LLC16,973$11.6M1.67%-2813F-HRTimeline
Wernau Asset Management Inc.16,948$11.6M11.48%-23013F-HRTimeline
Cannell & Spears LLC16,925$11.5M0.22%-43713F-HRTimeline
Sandhill Capital Partners LLC16,910$11.5M0.82%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC16,876$11.5M3.6%+27413F-HRTimeline
Strategic Wealth Advisors LLC16,874$11.5M9.84%13F-HRTimeline
IronBridge Private Wealth, LLC16,864$11.5M3.64%013F-HRTimeline
Midwestern Financial, LLC /IA16,824$11.5M9.49%+1,53513F-HRTimeline
Unifi Asset Management LP16,800$11.5M12.45%13F-HRTimeline
waypoint wealth counsel16,769$11.4M4.2%-3713F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …16,719$11.4M0.31%-3,66313F-HR/ATimelineGroup
GODSEY & GIBB, INC16,681$11.4M1.02%-16413F-HRTimeline
Old North State Trust, LLC16,621$11.3M6.7%+6813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP16,603$11.3M0.15%+3613F-HRTimelineGroup
Frazier Financial Advisors, LLC16,603$11.3M6.7%-43113F-HRTimeline
Waterloo Capital, L.P.16,582$11.3M0.82%-10013F-HRTimeline
International Private Wealth Advisors L…16,566$11.3M7.11%+28913F-HRTimeline
State of Alaska, Department of Revenue16,545$11.3M0.12%+10,78213F-HRTimeline
Peak Asset Management, LLC16,537$11.3M1.92%+89213F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC16,534$11.3M2.36%-9913F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.16,193$11.3M3.79%+62313F-HRTimeline
Nvest Financial, LLC16,503$11.3M4.68%+5,24013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC16,490$11.2M0.01%+3,01413F-HRTimelineGroup
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI16,330$11.2M0.08%-36013F-HRTimelineGroup
Accent Capital Management, LLC16,399$11.2M4.82%-5,56013F-HRTimeline
Lewis Asset Management, LLC16,418$11.2M4.56%-7513F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV16,374$11.2M1.41%-1,08813F-HRTimeline
Main Street Financial Solutions, LLC16,309$11.1M0.83%-1,48413F-HRTimeline
Equity Wealth Partners, LLC16,275$11.1M7.2%+2,95213F-HRTimeline
Ryan Investment Management, Inc.16,271$11.1M6.14%-6,21613F-HRTimeline
ASL Financial, LLC16,269$11.1M8.71%13F-HRTimeline
RB Capital Management, LLC16,239$11.1M2.25%+27313F-HRTimeline
Mount Capital Ltd16,200$11M4.46%013F-HRTimeline
PITTENGER & ANDERSON INC16,170$11M0.42%+44213F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC16,141$11M4.14%+39113F-HRTimeline
Keystone Wealth Services, LLC16,123$11M2.32%+42113F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP16,112$11M0.01%-47,40113F-HRTimeline
LYELL WEALTH MANAGEMENT, LP16,101$11M0.8%-12713F-HRTimeline
Performance Wealth Partners, LLC16,091$11M0.3%-1,39613F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC16,088$11M0.56%-4013F-HRTimeline
Lynch Investment Planning, LLC15,997$10.9M10.48%13F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS16,041$10.9M0.41%-14613F-HRTimelineGroup
Oxinas Partners, LLC16,030$10.9M5.26%-87513F-HRTimeline
Aventail Capital Group, LP15,992$10.9M0.63%new13F-HRTimeline
COURIER CAPITAL LLC15,974$10.9M0.61%-6513F-HRTimeline
CMG Global Holdings, LLC15,838$10.9M4.82%+1,24813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC15,929$10.9M0.02%-39,36613F-HRTimelineGroup
CGN Advisors LLC15,922$10.9M0.86%-3013F-HRTimeline
Triumph Capital Management15,897$10.8M2.34%+5,32013F-HRTimeline
Intrua Financial, LLC15,856$10.8M1.19%+13613F-HRTimeline
Coastal Bridge Advisors, LLC15,855$10.8M0.81%+19713F-HRTimeline
Krilogy Financial LLC15,606$10.8M0.37%-90113F-HRTimeline
NORDEN GROUP LLC15,795$10.8M1.05%-1,73213F-HRTimeline
WEALTH ALLIANCE, LLC15,766$10.8M1.05%+35613F-HRTimeline
Abound Wealth Management15,744$10.7M2.51%+2,09813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED15,622$10.7M0.73%-4,18513F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC15,723$10.7M0.16%-1,39913F-HRTimeline
Next Level Private LLC15,700$10.7M2.81%-57213F-HRTimeline
Tactive Advisors, LLC15,617$10.6M3.12%-67113F-HRTimeline
GREENWOOD GEARHART LLC15,611$10.6M0.59%+25913F-HRTimeline
St. Johns Investment Management Company…15,589$10.6M4.43%-5613F-HRTimeline
Canandaigua National Trust Co of Florida15,585$10.6M6.65%+1,49513F-HRTimeline
SeaCrest Wealth Management, LLC15,397$10.6M1.07%+1913F-HRTimeline
PACIFIC FINANCIAL GROUP INC15,486$10.6M5.88%+7,55613F-HRTimeline
Community Bank, N.A.15,491$10.6M1.25%-21813F-HRTimeline
Legacy Wealth Advisors, LLC15,474$10.6M6.97%13F-HRTimeline
Roundview Capital LLC15,434$10.5M0.65%-1213F-HRTimeline
JACKSON SQUARE CAPITAL, LLC15,430$10.5M2.08%+14313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…15,413$10.5M1.26%-7,25413F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP15,400$10.5M1.01%new13F-HRTimeline
HOWE & RUSLING INC15,396$10.5M0.69%+5,13813F-HRTimeline
FAS Wealth Partners, Inc.15,381$10.5M0.68%+56113F-HRTimeline
Marex Group Ltdin group Marex Group Ltd15,381$10.5M0.11%+14,19413F-HRTimelineGroup
Ackerman Asset Management, LLC15,349$10.5M6.96%-10713F-HRTimeline
Venturi Wealth Management, LLC15,345$10.5M0.46%+10713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC15,298$10.4M0.84%-31713F-HRTimelineGroup
Brooklyn Investment Group15,105$10.4M0.48%+4,66213F-HRTimeline
Estate Planners Group, LLC15,189$10.4M4.49%13F-HRTimeline
Blue Trust, Inc.15,159$10.3M0.12%+3513F-HRTimeline
Keating Financial Advisory Services, In…15,145$10.3M1.4%13F-HRTimeline
GenWealth Group, Inc.14,922$10.3M1.76%-2213F-HRTimeline
TCI Wealth Advisors, Inc.15,100$10.3M0.57%-16313F-HRTimeline
Pasadena Private Wealth, LLC15,079$10.3M1.41%-61613F-HRTimeline
Global Strategic Investment Solutions, …15,067$10.3M1%-12813F-HRTimeline
Nelson Capital Management, LLC15,048$10.3M1.2%-52813F-HRTimeline