Skip to content
Disclosery

SPY STATE STR SPDR S&P 500 ETF T

Follow

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
MidAtlantic Capital Management, Inc.18,901$12.3M8.48%+8013F-HRTimeline
Baker Avenue Asset Management, LP18,881$12.3M0.28%-20913F-HRTimeline
Lansing Street Advisors18,825$12.3M3.1%-65513F-HRTimeline
LYELL WEALTH MANAGEMENT, LP18,829$12.2M0.9%+2,72813F-HRTimeline
RB Capital Management, LLC18,816$12.2M2.6%+2,57713F-HRTimeline
Advisory Alpha, LLC18,796$12.2M0.33%-1,48113F-HRTimeline
Strategic Family Wealth Counselors, L.L…18,783$12.2M3.21%-2413F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC19,762$12.2M5.25%-3,67913F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP19,291$12.2M0.01%+3,17913F-HRTimeline
Brooklyn Investment Group18,673$12.1M0.38%+3,56813F-HRTimeline
Johnson Financial Group, LLC18,671$12.1M0.81%-2,89913F-HRTimeline
INTRUST BANK NA18,628$12.1M0.99%-2,24513F-HRTimeline
Raleigh Capital Management Inc.18,624$12.1M4.18%-3,22113F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC18,597$12.1M4.22%-23313F-HRTimeline
Symphony Financial, Ltd. Co.18,656$12.1M1.6%-4,90013F-HRTimeline
Bigelow Investment Advisors, LLC18,539$12.1M4.83%+47213F-HRTimeline
Mayflower Financial Advisors, LLC18,504$12M1.46%-70113F-HRTimeline
FIRST MERCHANTS CORP18,490$12M0.46%-26213F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV16,416$12M4.3%-1,02613F-HRTimeline
Oxler Private Wealth LLC18,467$12M3.76%-11013F-HRTimeline
VISTA INVESTMENT PARTNERS LLC18,457$12M3.18%+3213F-HRTimeline
Balboa Wealth Partners18,451$12M2.01%-2,27613F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC18,436$12M0.1%-5,65313F-HRTimelineGroup
Measured Wealth Private Client Group, L…18,418$12M3.27%-1,58113F-HRTimeline
TCP Asset Management, LLC18,395$12M1.54%+17,76213F-HRTimeline
MATHER GROUP, LLC.18,364$11.9M0.12%+51313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC18,335$11.9M0.86%+3,03713F-HRTimelineGroup
Eagle Strategies LLC18,322$11.9M1.42%-16613F-HRTimeline
Lee, Kelleher & Klein Wealth Management18,271$11.9M7.07%-10613F-HRTimeline
Paulson Wealth Management Inc.18,261$11.9M2.78%-513F-HRTimeline
Plancorp, LLC17,402$11.8M0.34%+35813F-HRTimeline
LSP Investment Advisors, LLCin group LSP Investment Advisors, LLC18,164$11.8M8.58%013F-HRTimelineGroup
Capital Markets Trading UK LLP18,163$11.8M10.62%+16,76013F-HRTimeline
Wealth Dimensions Group, Ltd.18,147$11.8M2.32%-113F-HRTimeline
Orange Investment Advisors, Inc.18,043$11.7M1.52%-79613F-HR/ATimeline
MONETTA FINANCIAL SERVICES INC18,000$11.7M9.08%-1,00013F-HRTimeline
Second Half Financial Partners, LLC17,966$11.7M5.26%+28813F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.17,944$11.7M2.49%-32413F-HRTimeline
LMG Wealth Partners, LLC17,914$11.7M2.12%+413F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC17,908$11.6M4.72%-46013F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…17,884$11.6M3.42%+78313F-HRTimelineGroup
Shared Vision Wealth Group LLC17,870$11.6M4.74%+4,28413F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI17,823$11.6M1.09%-1,35413F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC17,812$11.6M1.6%+38813F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT17,787$11.6M2.16%-44,11613F-HRTimeline
Canopy Partners, LLC17,781$11.6M3.97%013F-HRTimeline
Gambit Capital Management, LLC17,679$11.5M8.24%-44713F-HRTimeline
Sage Capital Advisors,llc17,637$11.5M2.66%+813F-HRTimeline
South Shore Capital Advisors17,562$11.4M8.35%-2313F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC17,548$11.4M0.64%-2,81713F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co17,538$11.4M2.56%-14013F-HRTimeline
Principle Wealth Partners LLC17,513$11.4M0.65%-95313F-HRTimeline
Tandem Financial, LLC17,460$11.4M3.85%+9,48513F-HRTimeline
RMR Wealth Builders17,486$11.4M0.9%-8213F-HRTimeline
CFM WEALTH PARTNERS LLC17,444$11.3M1.7%+47113F-HRTimeline
KG Capital Management17,292$11.2M8.06%-2,25313F-HRTimeline
Balefire, LLC17,283$11.2M2.12%-77713F-HRTimeline
Codex Capital Asset Management L.L.C.17,270$11.2M4.34%013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC17,187$11.2M3.04%+10,06213F-HRTimeline
HOURGLASS CAPITAL, LLC17,164$11.2M2.32%+16,18013F-HRTimeline
Heritage Wealth Advisors17,162$11.2M0.44%-93913F-HRTimeline
Lynch Investment Planning, LLC17,071$11.1M10%+1,07413F-HRTimeline
Bridgelight Financial Advisors, Inc.17,110$11.1M9.43%+6913F-HRTimeline
Wernau Asset Management Inc.17,108$11.1M11.57%+16013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA17,072$11.1M0.48%-31413F-HRTimeline
Cornell Pochily Investment Advisors, In…17,036$11.1M3.25%-35113F-HRTimeline
Weil Company, Inc.17,022$11.1M2.49%-37813F-HRTimeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…17,000$11.1M0.02%new13F-HR/ATimelineGroup
Cypress Wealth Services, LLC16,961$11M1.56%-88913F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP16,945$11M1.52%-32413F-HRTimeline
Caerus Investment Advisors, LLC16,919$11M4.65%-57613F-HRTimeline
Douglass Winthrop Advisors, LLC16,907$11M0.2%-4,16113F-HRTimeline
Frazier Financial Advisors, LLC16,881$11M6.08%+27813F-HRTimeline
Northern Financial Advisors Inc16,867$11M8%+5,99613F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.16,827$10.9M4.98%+63413F-HRTimeline
E Fund Management Co., Ltd.16,827$10.9M0.33%13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC16,786$10.9M0.34%-2,84713F-HRTimeline
Jupiter Wealth Management LLC14,702$10.9M4.31%+41013F-HRTimeline
Krilogy Financial LLC15,553$10.9M0.35%-5313F-HRTimeline
Mission Creek Capital Partners, Inc.16,772$10.9M2.18%-40413F-HRTimeline
Strategic Wealth Advisors LLC16,758$10.9M8.74%-11613F-HRTimeline
Perbak Capital Partners LLP16,753$10.9M2.68%-51,00313F-HRTimeline
SpringVest Wealth Management LLC16,744$10.9M7.44%-30913F-HRTimeline
Sharkey, Howes & Javer16,675$10.8M1.46%-7,41613F-HRTimeline
Old North State Trust, LLC16,665$10.8M6.44%+4413F-HRTimeline
Fisher Asset Management, LLC16,646$10.8M<0.01%-70313F-HRTimeline
Cannell & Spears LLC16,629$10.8M0.21%-29613F-HR/ATimeline
Coastal Bridge Advisors, LLC16,604$10.8M0.76%+74913F-HRTimeline
Lewis Asset Management, LLC16,516$10.7M4.39%+9813F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC16,486$10.7M2.36%-4813F-HRTimeline
GODSEY & GIBB, INC16,444$10.7M0.93%-23713F-HRTimeline
FAS Wealth Partners, Inc.16,425$10.7M0.67%+1,04413F-HRTimeline
State of Alaska, Department of Revenue16,405$10.7M0.12%-14013F-HRTimeline
Legacy Edge Advisors, LLC16,399$10.7M1.12%-85313F-HRTimeline
Ehrenkranz Partners L.P.16,383$10.7M8.43%+6,40713F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …16,382$10.7M0.31%-33713F-HRTimelineGroup
PLANNING ALTERNATIVES LTD /ADV16,365$10.6M1.37%-913F-HRTimeline
Peak Asset Management, LLC16,306$10.6M1.87%-23113F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…16,234$10.6M2.81%-5,34613F-HRTimelineGroup
Mount Capital Ltd16,200$10.5M4.25%013F-HRTimeline
PITTENGER & ANDERSON INC16,178$10.5M0.42%+813F-HRTimeline
PANAGORA ASSET MANAGEMENT INC16,157$10.5M0.04%+4,16213F-HRTimeline
Farringdon Capital, Ltd.16,157$10.5M2.3%new13F-HRTimeline
GREENWOOD GEARHART LLC16,119$10.5M0.57%+50813F-HRTimeline
COURIER CAPITAL LLC16,080$10.5M0.58%+10613F-HR/ATimeline
EXCHANGE TRADED CONCEPTS, LLC16,043$10.4M0.08%+16,00113F-HRTimeline
Destiny Wealth Partners, LLC16,040$10.4M1.14%+5,09413F-HRTimeline
Keystone Wealth Services, LLC16,010$10.4M2.23%-11313F-HRTimeline
NORDEN GROUP LLC15,999$10.4M1%+20413F-HRTimeline
Performance Wealth Partners, LLC15,988$10.4M0.3%-10313F-HRTimeline
Keating Financial Advisory Services, In…15,955$10.4M1.68%+81013F-HRTimeline
Next Level Private LLC15,953$10.4M2.34%+25313F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC15,931$10.4M0.55%-15713F-HRTimeline
CGN Advisors LLC15,922$10.4M0.82%013F-HRTimeline
Financial Concepts Unlimited, Inc.15,921$10.4M9.28%13F-HRTimeline
Accent Capital Management, LLC15,869$10.3M5.02%-53013F-HR/ATimeline
MONEY CONCEPTS CAPITAL CORP15,881$10.3M0.57%+3,38313F-HRTimeline
RATIONAL ADVISORS, INC.15,878$10.3M1.05%+5,11813F-HRTimeline
Waterloo Capital, L.P.15,829$10.3M0.72%-75313F-HRTimeline
CMG Global Holdings, LLC15,793$10.3M4.89%-4513F-HRTimeline
Triumph Capital Management15,713$10.2M2.09%-18413F-HRTimeline
Valmark Advisers, Inc.15,753$10.2M0.12%+85613F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP15,743$10.2M0.14%-86013F-HRTimelineGroup
Goelzer Investment Management, Inc.15,670$10.2M0.49%+1,93013F-HRTimeline
Abound Wealth Management15,662$10.2M2.31%-8213F-HRTimeline
Equity Wealth Partners, LLC15,626$10.2M6.57%-64913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS15,620$10.2M0.41%-42113F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise15,547$10.1M0.38%-6,35113F-HRTimelineGroup
St. Johns Investment Management Company…15,473$10.1M4.23%-11613F-HRTimeline
Summit Wealth Partners, LLC15,439$10M1.59%+3,71413F-HRTimeline
Tactive Advisors, LLC15,435$10M2.83%-18213F-HRTimeline
Venturi Wealth Management, LLC15,434$10M0.45%+8913F-HRTimeline
Midwest Financial Network, LLC15,420$10M7.97%+8,59813F-HRTimeline
TCI Wealth Advisors, Inc.15,361$9.99M0.53%+26113F-HRTimeline
ASL Financial, LLC15,357$9.99M7.98%-91213F-HRTimeline
Ackerman Asset Management, LLC15,349$9.98M6.97%013F-HRTimeline
Pasadena Private Wealth, LLC15,262$9.93M1.38%+18313F-HRTimeline
Verity Asset Management, Inc.15,210$9.89M4.15%-7,76713F-HRTimeline
Triad Wealth Partners, LLC15,201$9.89M0.78%+2,24913F-HRTimeline
Darrow Company, Inc.15,173$9.87M4.44%+4,80213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…15,170$9.87M1.21%-24313F-HRTimeline
Diversified Enterprises, LLC15,161$9.86M0.54%-1,87513F-HRTimeline
Ascent Wealth Partners, LLC15,135$9.84M1.14%-4,62513F-HRTimeline
Community Bank, N.A.15,122$9.83M1.17%-36913F-HRTimeline
Roundview Capital LLC15,114$9.83M0.61%-32013F-HRTimeline
BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL…15,090$9.81M100%-60,33013F-HRTimeline
Atlas Legacy Advisors, LLC15,082$9.81M1.79%+5,55213F-HRTimeline
Global Strategic Investment Solutions, …15,051$9.79M0.96%-1613F-HRTimeline
Warwick Investment Management, Inc.15,033$9.78M1.42%+28413F-HRTimeline
Global Trust Asset Management, LLC15,021$9.77M3.74%+13113F-HRTimeline
Cordant, Inc.15,017$9.77M3.96%-2,18513F-HRTimeline
International Private Wealth Advisors L…15,017$9.77M5.97%-1,54913F-HRTimeline
PARAGON ASSOCIATES & PARAGON ASSOCIATES…15,000$9.76M13.26%new13F-HRTimeline
Spruce Point Capital Management, LLC15,000$9.76M13.04%+2,20013F-HRTimeline
Wilmar Advisors LLC15,000$9.76M8.43%013F-HRTimeline
BRIGADE CAPITAL MANAGEMENT, LP15,000$9.75M6.88%new13F-HRTimeline
SEEDS INVESTOR LLC14,034$9.75M1.33%-2,97413F-HRTimeline
Estate Planners Group, LLC14,978$9.74M4.68%-21113F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC14,939$9.72M3.5%-1,20213F-HRTimeline
Hansen & Associates Financial Group, In…1,479$9.7M5.22%-1,26013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC14,904$9.69M0.01%-1,58613F-HRTimelineGroup
GenWealth Group, Inc.14,852$9.66M1.65%-7013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC14,800$9.65M3.38%+50813F-HRTimeline
SeaCrest Wealth Management, LLC14,822$9.64M1.03%-57513F-HRTimeline
WEALTH ALLIANCE, LLC14,819$9.64M0.95%-94713F-HRTimeline
Main Street Financial Solutions, LLC14,814$9.63M0.7%-1,49513F-HRTimeline
PALLADIEM, LLC14,131$9.61M9.17%-7813F-HRTimeline
XY Planning Network, Inc.14,653$9.6M1.53%+4313F-HRTimeline
Hoxton Planning & Management, LLC14,760$9.6M2.88%+66713F-HRTimeline
Nelson Capital Management, LLC14,760$9.6M1.17%-28813F-HRTimeline
Wealth High Governance Asset Management…14,747$9.59M1.5%+8413F-HR/ATimeline
Industrial Alliance Investment Manageme…14,737$9.58M5.73%-6,72813F-HRTimeline
Bolthouse Investments, LLC14,707$9.56M8.65%+50313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC14,684$9.55M0.02%-1,24513F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.14,674$9.54M<0.01%+2,05513F-HRTimelineGroup
Plum Street Advisors, LLC14,593$9.49M3.29%+16513F-HRTimeline
PACIFIC FINANCIAL GROUP INC14,505$9.45M5.09%-98113F-HRTimeline
FIRST AMERICAN BANK14,528$9.45M0.59%-33013F-HRTimeline
Quadrant Private Wealth Management, LLC14,404$9.39M1.45%+1,07813F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC14,440$9.39M5.02%-26213F-HRTimeline
Etesian Wealth Advisors, Inc.14,432$9.39M2.99%+17713F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.14,397$9.36M2.69%+87213F-HRTimeline
FORMULATE FINANCIAL LLC14,396$9.36M11.56%+33013F-HRTimeline
Avantax Planning Partners, Inc.14,389$9.36M0.26%-54513F-HRTimeline
Cambria Investment Management, L.P.14,372$9.35M0.52%-4,98613F-HRTimeline
Pinnacle Financial Group, LLC / IL14,329$9.32M2.55%+22513F-HRTimeline
Polymer Capital Management (HK) LTD14,329$9.32M1.31%+3,50013F-HRTimeline
Gainplan LLC14,264$9.28M6.96%-133,96013F-HRTimeline
Van Cleef Asset Management,Inc14,246$9.26M1%-42513F-HRTimeline
VISION FINANCIAL MARKETS LLC14,225$9.25M9.03%+13613F-HRTimeline
Bedminster, LLC14,193$9.23M8.59%-41013F-HRTimeline
Towercrest Capital Management14,179$9.22M1.44%-62013F-HRTimeline
Columbia Asset Management14,166$9.21M1.75%+27413F-HRTimeline
ROMAN BUTLER FULLERTON & CO13,582$9.18M2.52%-47413F-HRTimeline
Citizens Business Bank14,088$9.16M1.5%-69513F-HRTimeline
Hedeker Wealth, LLC14,088$9.16M1.93%-82513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC14,088$9.16M0.63%-3,13013F-HRTimeline
Legacy Capital Wealth Partners, LLC73,593$9.14M1.88%+7,73113F-HRTimeline
Aspen Wealth Management LLC14,035$9.13M1.82%+1513F-HRTimeline
Legacy Trust13,992$9.1M1.74%-4013F-HRTimeline