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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
F/m Investments LLC15,004$10.2M0.39%+14113F-HRTimeline
Wilmar Advisors LLC15,000$10.2M7.99%013F-HRTimeline
Avantax Planning Partners, Inc.14,934$10.2M0.28%-11013F-HRTimeline
Smith & Howard Wealth Management, LLC14,919$10.2M2.33%013F-HRTimeline
Hedeker Wealth, LLC14,913$10.2M2.13%-9313F-HRTimeline
Valmark Advisers, Inc.14,897$10.2M0.13%-24113F-HRTimeline
Global Trust Asset Management, LLC14,890$10.2M4.01%+4,78613F-HRTimeline
Canoe Financial LP11,999$10.1M0.14%-1,12713F-HRTimeline
FIRST AMERICAN BANK14,858$10.1M0.61%+4513F-HRTimeline
MRWM Advisors, LLC14,836$10.1M5.43%-31413F-HRTimeline
Independent Advisor Alliance14,811$10.1M0.25%+2,87113F-HRTimeline
Towercrest Capital Management14,799$10.1M1.59%-31413F-HRTimeline
Citizens Business Bank14,783$10.1M1.67%+35513F-HRTimeline
Warwick Investment Management, Inc.14,749$10.1M1.55%-81913F-HRTimeline
PEAK6 LLCin group PEAK6 LLC14,704$10M0.27%+14,70213F-HR/ATimelineGroup
BEACON ADVISORS HOLDINGS, LLC14,702$10M5.28%13F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.14,700$10M0.02%-10,30013F-HRTimelineGroup
Van Cleef Asset Management,Inc14,671$10M1.01%-1,38013F-HRTimeline
Wealth High Governance Asset Management…14,663$10M1.79%13F-HR/ATimeline
Q Global Advisors, LLCin group Q Global Advisors, LLC14,658$10M9.83%new13F-HRTimelineGroup
XY Planning Network, Inc.14,610$9.96M1.74%+2,53213F-HRTimeline
Bedminster, LLC14,603$9.96M9.15%13F-HRTimeline
BFSG, LLC14,496$9.88M0.96%+1,37413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC14,439$9.84M0.74%+70013F-HRTimeline
Plum Street Advisors, LLC14,428$9.84M3.5%+37613F-HRTimeline
Rehmann Capital Advisory Group14,373$9.8M0.51%+1,12113F-HRTimeline
Legacy Capital Wealth Partners, LLC65,862$9.8M2.1%+3,89313F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC14,292$9.77M3.58%-82713F-HRTimeline
PALLADIEM, LLC14,209$9.76M9.25%13F-HRTimeline
TRUST CO OF VERMONT14,286$9.74M0.41%-35613F-HRTimeline
Jupiter Wealth Management LLC14,292$9.74M4.34%+60313F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC14,266$9.73M0.02%+1,87613F-HRTimelineGroup
Etesian Wealth Advisors, Inc.14,255$9.72M3.05%+39113F-HRTimeline
Bolthouse Investments, LLC14,204$9.69M8.61%-51313F-HRTimeline
ROMAN BUTLER FULLERTON & CO14,056$9.68M2.54%+65313F-HRTimeline
Cassaday & Co Wealth Management LLC14,192$9.68M0.2%+2,21513F-HRTimeline
McLaughlin Asset Management, Inc.14,108$9.62M8.61%13F-HRTimeline
Pinnacle Financial Group, LLC / IL14,104$9.62M2.79%-34113F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV14,105$9.62M0.16%+513F-HR/ATimeline
Hoxton Planning & Management, LLC14,093$9.61M2.87%+3,55313F-HRTimeline
VISION FINANCIAL MARKETS LLC14,089$9.61M9.8%+12213F-HRTimeline
FORMULATE FINANCIAL LLC14,066$9.59M11.24%+32813F-HRTimeline
Legacy Trust14,032$9.57M1.79%-18413F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC14,019$9.56M3.48%+2,16313F-HRTimeline
Aspen Wealth Management LLC14,020$9.56M2.01%+4813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC13,953$9.51M0.61%-50413F-HRTimeline
ALETHEA CAPITAL MANAGEMENT, LLC13,927$9.5M4.61%new13F-HRTimeline
WADDELL & ASSOCIATES, LLC13,917$9.49M0.64%+10013F-HRTimeline
Columbia Asset Management13,892$9.47M1.68%-26513F-HRTimeline
Aegis Wealth Management LLC13,866$9.46M5.35%-2,20813F-HRTimeline
Washington Trust Advisors, Inc.13,838$9.44M0.72%+1513F-HRTimeline
JTC Employer Solutions Trustee Ltd13,834$9.43M0.64%013F-HRTimeline
Montis Financial, LLC13,814$9.42M1.86%-1,28213F-HRTimeline
Rench Wealth Management, Inc.1,381$9.42M2.7%new13F-HRTimeline
Capital Investment Advisory Services, L…13,805$9.41M0.67%-15413F-HRTimeline
Shared Vision Wealth Group LLC13,586$9.41M3.81%+4,07013F-HRTimeline
Westmount Partners, LLC13,741$9.37M2.34%-1013F-HRTimeline
Goelzer Investment Management, Inc.13,740$9.37M0.43%-33213F-HRTimeline
IRON Financial LLC13,736$9.37M4.31%+3113F-HRTimeline
Cannon Advisors, Inc.13,556$9.36M6.6%-77413F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC13,708$9.35M5.97%013F-HRTimeline
EDGEWOOD MANAGEMENT LLC13,680$9.33M0.04%-5,60413F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC13,671$9.32M7.57%013F-HRTimeline
Sitrin Capital Management LLC13,592$9.3M4.41%+7913F-HRTimeline
Coppell Advisory Solutions LLC13,514$9.28M0.91%+5,00313F-HRTimeline
First Washington CORP13,576$9.26M2.4%-6,05213F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.13,525$9.22M2.64%+1,01313F-HRTimeline
OmniStar Financial Group, Inc.13,515$9.22M5.4%+2,16513F-HRTimeline
Linscomb Wealth, Inc.13,506$9.21M0.39%-20913F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC13,471$9.19M0.01%+4,17013F-HRTimeline
Operose Advisors LLC13,402$9.14M2.13%-31713F-HRTimeline
Latko Wealth Management, Ltd.13,368$9.12M4.46%-39413F-HRTimeline
Quadrant Private Wealth Management, LLC13,326$9.11M1.49%-1,25913F-HRTimeline
COZAD ASSET MANAGEMENT INC13,358$9.11M0.71%-18913F-HRTimeline
LOWERY THOMAS, LLC13,350$9.1M5.14%-29813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.13,345$9.1M0.6%-15013F-HRTimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC13,341$9.1M1.53%13F-HRTimeline
Certified Advisory Corp13,338$9.1M0.83%+613F-HRTimeline
GWN SECURITIES INC.13,285$9.06M1.83%+1,63013F-HRTimeline
CVFG LLC13,267$9.05M6.2%-1,14313F-HRTimeline
Welch Group, LLC13,265$9.05M0.35%+7,67313F-HRTimeline
Caliber Wealth Management, LLC / KS13,245$9.03M0.97%-1,27513F-HRTimeline
Quent Capital, LLC13,187$8.99M0.65%+90913F-HRTimeline
Successful Portfolios LLC12,937$8.98M4.58%+32913F-HRTimeline
Ignite Planners, LLC12,913$8.94M1.37%-47513F-HRTimeline
Frisco Financial Planning LLC13,090$8.93M7.46%-32113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC13,054$8.9M2.04%+56713F-HRTimeline
Autumn Glory Partners, LLC13,033$8.89M3.11%+3413F-HRTimeline
CHANNEL WEALTH LLC13,016$8.88M2.25%-1,00713F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA13,012$8.87M1.77%+2,81013F-HRTimeline
AlphaStar Capital Management, LLC13,003$8.87M0.65%+7013F-HRTimeline
Michels Family Financial, LLC12,982$8.85M6.5%+75613F-HRTimeline
Triad Wealth Partners, LLC12,952$8.83M0.84%+91213F-HRTimeline
WBH ADVISORY INC12,946$8.83M0.65%-12313F-HRTimeline
First City Capital Management, Inc.12,941$8.82M4.66%-3013F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.12,922$8.81M0.05%+1,13513F-HRTimelineGroup
Providence Financial Advisors, LLC12,906$8.8M8.78%-2,76213F-HRTimeline
Brightwater Advisory LLC12,842$8.76M5.92%-12113F-HRTimeline
CARRET ASSET MANAGEMENT, LLC12,837$8.75M0.83%-71513F-HRTimeline
Roger Wittlin Investment Advisory, LLC12,821$8.74M6.11%-1,81613F-HRTimeline
Spruce Point Capital Management, LLC12,800$8.73M21.09%13F-HRTimeline
BURNS J W & CO INC/NY12,781$8.72M0.96%+6613F-HRTimeline
Jackson Hole Capital Partners, LLC12,780$8.72M1.49%-63613F-HRTimeline
Paragon Capital Management Ltd12,757$8.7M1.73%-2213F-HRTimeline
RFG Advisory, LLC12,745$8.69M0.16%+46913F-HRTimeline
Glassman Wealth Services12,739$8.69M1.17%-25313F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC12,734$8.68M0.13%+4313F-HRTimelineGroup
ABNER HERRMAN & BROCK LLC12,730$8.68M0.89%-22813F-HRTimeline
WEST BANCORPORATION INC12,676$8.64M4.53%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.12,619$8.61M<0.01%+5,81013F-HRTimelineGroup
MACROVIEW INVESTMENT MANAGEMENT LLC12,617$8.6M5.92%+5,33913F-HRTimeline
Covenant Asset Management, LLC12,605$8.6M1.66%+8713F-HRTimeline
Cerro Pacific Wealth Advisors LLC12,604$8.6M2.32%-2,22913F-HRTimeline
Madison Park Capital Advisors, LLC12,568$8.57M6.95%+49513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…12,536$8.55M0.24%-17013F-HRTimelineGroup
FWG Holdings, LLC12,352$8.55M3.24%-53913F-HR/ATimeline
Motiv8 Investments LLC12,527$8.54M4.66%-7813F-HRTimeline
Topsail Wealth Management, LLC12,510$8.53M1.25%013F-HRTimeline
Schear Investment Advisers, LLC12,506$8.53M3.67%-2,15013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP12,498$8.52M0.48%+2,39613F-HRTimeline
American Trust12,488$8.52M0.72%-17013F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC12,480$8.51M2.75%-57413F-HRTimeline
Millington Financial Advisors, LLC12,281$8.48M3.76%+99313F-HRTimeline
LCW Services, LLC12,397$8.45M4.5%13F-HRTimeline
Annex Advisory Services, LLC12,397$8.45M0.16%-10513F-HRTimeline
Redwood Park Advisors LLC12,395$8.45M5.75%+29513F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT12,378$8.44M0.49%-11713F-HRTimelineGroup
Key Client Fiduciary Advisors, LLC12,362$8.43M2.92%+16613F-HRTimeline
Leo Wealth, LLC12,343$8.42M0.61%+65113F-HRTimeline
WORLD EQUITY GROUP, INC.12,327$8.41M2.35%-89913F-HRTimeline
Sage Capital Management, LLC12,312$8.4M3.88%+2513F-HRTimeline
ATLAS CAPITAL ADVISORS INC.12,310$8.39M0.93%13F-HRTimeline
Colorado Capital Management, Inc.12,301$8.39M3.15%-14113F-HRTimeline
Perennial Advisors, LLC12,289$8.38M1.41%+34713F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…12,280$8.37M1.97%+5013F-HRTimeline
Corundum Group, Inc.12,277$8.37M2.81%+35713F-HRTimeline
Peregrine Asset Advisers, Inc.12,275$8.37M2.36%-97913F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC12,257$8.36M1.5%+1,49813F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC12,241$8.35M0.58%-15913F-HRTimeline
Veracity Capital LLC12,213$8.33M2.47%+44713F-HRTimeline
Cliffwater LLC12,204$8.32M1.75%013F-HRTimeline
Aspire Capital Advisors LLC12,197$8.32M1.95%+11413F-HRTimeline
Madrid Financial Services12,147$8.28M5.95%+5613F-HRTimeline
Ameliora Wealth Management Ltd.12,127$8.27M2.52%013F-HRTimeline
Warner Group LLC12,091$8.24M5.08%+36813F-HRTimeline
KFA Private Wealth Group, LLC12,087$8.24M2%+41013F-HRTimeline
Vienna Asset Management LLC12,084$8.24M4.68%-11013F-HRTimeline
Round Rock Advisors LLC12,069$8.23M1.24%-84913F-HR/ATimeline
WealthPlan Investment Management, LLC12,062$8.23M0.52%+2,52313F-HRTimeline
Alta Wealth Advisors LLC12,049$8.22M2.75%+83313F-HRTimeline
Asset Dedication, LLC12,043$8.21M0.54%+58813F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP12,003$8.21M0.66%+19813F-HRTimelineGroup
Smith Salley Wealth Management12,032$8.2M0.41%+7,29613F-HRTimeline
P SCHOENFELD ASSET MANAGEMENT LP12,000$8.18M4.01%new13F-HRTimeline
Coastwise Capital Group, LLC11,998$8.18M4.09%+33113F-HRTimeline
PANAGORA ASSET MANAGEMENT INC11,995$8.18M0.03%-6,13813F-HRTimeline
DBK Financial Counsel, LLC11,926$8.13M6.25%-4813F-HRTimeline
Gratus Wealth Advisors, LLC11,888$8.11M1.12%013F-HRTimeline
Tandem Investment Partners LLC11,886$8.11M6.84%-23413F-HRTimeline
Bank of New Hampshire11,884$8.1M1.82%-77213F-HRTimeline
M.D. Sass, LLC11,800$8.05M0.63%013F-HRTimeline
Lexington Hill Partners, LLC11,789$8.04M6.04%13F-HRTimeline
HERBST GROUP, LLC11,788$8.04M4.73%+76713F-HRTimeline
Truepoint, Inc.11,784$8.04M0.18%+31513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.11,774$8.03M0.84%-51313F-HRTimeline
Elyxium Wealth, LLC11,739$8.01M2.33%-2513F-HRTimeline
Trivium Point Advisory, LLC11,731$8M0.81%+45513F-HRTimeline
Summit Wealth Partners, LLC11,725$8M1.48%-4,90613F-HRTimeline
Foster Victor Wealth Advisors, LLC11,558$7.99M0.47%+2,02513F-HRTimeline
FIRST AMERICAN TRUST, FSB11,720$7.99M0.55%+2,15313F-HRTimeline
Blue Fin Capital, Inc.11,720$7.99M1.24%-2713F-HRTimeline
Corsicana & Co.11,666$7.96M4.47%-6213F-HRTimeline
SEVEN MILE ADVISORY11,533$7.86M1.35%-20,44413F-HRTimeline
Petros Family Wealth, LLC11,532$7.86M5.24%+22813F-HRTimeline
ArchPoint Investors11,496$7.86M1.86%-22313F-HRTimeline
Garde Capital, Inc.11,528$7.86M0.47%+11513F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.11,344$7.85M1.16%+5,39513F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/11,500$7.84M3.12%+32113F-HRTimelineGroup
IBEX WEALTH ADVISORS11,491$7.84M0.77%+1,02813F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …11,467$7.82M1.27%-58113F-HRTimeline
Selby Wealth Management, LLC11,462$7.82M3.15%13F-HRTimeline
Cordatus Wealth Management LLC11,453$7.81M1.81%-4,79913F-HRTimeline
Joseph P. Lucia & Associates, LLC11,444$7.8M2.81%+62213F-HRTimeline
URS Advisory LLC11,416$7.78M6.47%13F-HRTimeline
Balentine LLC11,384$7.76M0.29%+15713F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding11,367$7.75M+2,667Timeline
Patten Group, Inc.11,356$7.74M1.43%-65113F-HRTimeline
Well Done, LLC11,341$7.73M1.16%-32013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…11,108$7.73M0.07%+8813F-HRTimeline
Stronghold Wealth Management L.L.C.11,316$7.72M11.4%13F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…11,303$7.71M0.38%-21413F-HRTimeline
Bragg Financial Advisors, Inc11,298$7.7M0.25%-30313F-HRTimeline
Schneider Downs Wealth Management Advis…11,250$7.67M0.86%-19113F-HRTimeline
Park Capital Management, LLC / WI11,240$7.66M5.49%+2,81013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.11,227$7.66M0.53%013F-HRTimelineGroup
Port Capital LLC11,205$7.64M0.33%-18713F-HRTimeline
FSC Wealth Advisors, LLC11,199$7.64M12.39%-17,05813F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…11,197$7.64M1.19%-22013F-HRTimeline
ASHFORD CAPITAL MANAGEMENT INC11,169$7.62M0.85%013F-HRTimeline
INVENIO WEALTH PARTNERS LLC11,124$7.59M2.82%-15513F-HRTimeline