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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
NAPLES GLOBAL ADVISORS, LLC9,981$5.6M0.53%-8213F-HRTimeline
LCNB CORP10,009$5.6M2.06%-7313F-HRTimeline
Founders Financial Alliance, LLC10,000$5.59M1.36%+1,27213F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…10,004$5.59M0.01%+113F-HRTimeline
Arax Advisory Partners9,996$5.59M0.36%+2,74213F-HRTimeline
Legacy Wealth Management, LLC9,991$5.59M0.37%+2613F-HRTimeline
Weaver Capital Management LLC9,983$5.58M1.49%-1813F-HRTimeline
Bay Rivers Group9,976$5.58M2.93%-8513F-HRTimeline
Omnia Family Wealth, LLC9,939$5.58M2.33%+8313F-HRTimeline
AGH Wealth Advisors, LLC9,921$5.56M5.36%-5,13613F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC9,928$5.55M2%-68413F-HRTimeline
Madison Park Capital Advisors, LLC9,909$5.54M4.86%+38913F-HRTimeline
Walkner Condon Financial Advisors LLC9,852$5.51M1.11%-1,40713F-HRTimeline
Garde Capital, Inc.9,844$5.51M0.32%-5413F-HRTimeline
WHITE PINE CAPITAL LLC9,826$5.5M1.9%-513F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.9,824$5.5M5.08%+1513F-HRTimeline
Fortitude Advisory Group L.L.C.10,435$5.49M3.94%-1,05813F-HRTimeline
Kraft, Davis & Associates, LLC10,410$5.48M1.77%+4,99613F-HRTimeline
Sharper & Granite LLC9,790$5.48M2.26%+1,12713F-HRTimeline
Sterling Capital Management LLC9,785$5.47M0.08%013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC9,780$5.47M3.16%-34213F-HRTimeline
LRI Investments, LLC9,766$5.46M0.53%+46213F-HRTimeline
American Institute for Advanced Investm…9,750$5.45M4.16%-81713F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC9,743$5.45M2.07%-44413F-HRTimeline
Schorn Wealth LLC9,735$5.45M1.79%-88513F-HRTimeline
John W. Brooker & Co., CPAs9,724$5.44M2.25%+8613F-HRTimeline
Nautilus Advisors LLC9,718$5.44M4.49%-27313F-HRTimeline
Atom Investors LP9,717$5.44M0.67%+6,70713F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.9,711$5.43M2.28%-26413F-HRTimeline
Seelaus Asset Management LLC9,705$5.43M5.17%-89713F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC9,704$5.43M3.65%-4313F-HRTimeline
HCR Wealth Advisors9,690$5.42M0.71%+60413F-HRTimeline
Global Trust Asset Management, LLC9,666$5.41M3.3%-24,16213F-HRTimeline
Round Rock Advisors LLC9,654$5.4M1%-1,01313F-HRTimeline
TL Private Wealth10,839$5.38M2.67%+36713F-HRTimeline
Private Capital Management, LLC9,617$5.38M0.6%+9813F-HRTimeline
Intrua Financial, LLC9,612$5.38M0.84%+62613F-HRTimeline
Kearns & Associates LLC9,610$5.38M3.49%-4013F-HRTimeline
Orca Investment Management, LLC9,594$5.37M5.36%-16213F-HRTimeline
Garden State Investment Advisory Servic…9,571$5.36M1.72%+52413F-HRTimeline
HERBST GROUP, LLC9,551$5.34M3.78%+21213F-HRTimeline
ROCKLAND TRUST CO9,523$5.33M0.27%+11113F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…9,505$5.32M0.31%+37113F-HRTimeline
Samalin Investment Counsel, LLC9,501$5.32M2.16%-14313F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/9,499$5.31M2.53%+19013F-HRTimelineGroup
LOCKERMAN FINANCIAL GROUP, INC.9,451$5.29M8%+1,12313F-HRTimeline
Madison Wealth Partners, Inc9,446$5.28M1.3%+213F-HRTimeline
Loudon Investment Management, LLC9,398$5.26M3%+513F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.9,391$5.25M2.73%+1913F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC9,383$5.25M1.07%+47213F-HRTimeline
Pinnacle Bancorp, Inc.9,349$5.23M1.71%+4513F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.9,333$5.22M2.92%+613F-HRTimeline
JDM Financial Group LLC9,317$5.21M2.64%-57913F-HRTimeline
TCI Wealth Advisors, Inc.9,315$5.21M0.42%-33213F-HRTimeline
Retirement Planning Group, LLC9,309$5.21M0.24%-1,61313F-HRTimeline
Simplicity Wealth,LLC9,304$5.2M0.4%-6,04913F-HRTimeline
WIMMER ASSOCIATES 1, LLC8,838$5.19M2.74%-713F-HRTimeline
Raleigh Capital Management Inc.9,257$5.18M2.34%-6,60613F-HRTimeline
Castle Rock Wealth Management, LLC9,223$5.17M1.39%-59313F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP9,231$5.16M0.49%+35813F-HRTimelineGroup
Chicago Capital, LLC9,210$5.15M0.15%+1,22113F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC9,210$5.15M1.08%+20713F-HRTimeline
Secure Asset Management, LLC9,193$5.14M1.04%+3,95713F-HRTimeline
Christopher J. Hasenberg, Inc9,166$5.14M2.13%+9,04213F-HRTimeline
Wealthstream Advisors, Inc.9,183$5.14M0.96%+5513F-HRTimeline
Institute for Wealth Management, LLC.9,175$5.13M0.66%-7,53413F-HRTimeline
VISTA CAPITAL PARTNERS, INC.9,160$5.12M0.62%-67913F-HRTimeline
Bristol Gate Capital Partners Inc.9,151$5.12M0.25%-8,01713F-HRTimeline
S.A. Mason LLC9,131$5.11M2.7%+2013F-HRTimeline
Aureus Asset Management, LLC9,122$5.1M0.36%-71613F-HRTimeline
Coordinated Financial Services, Inc./CO9,115$5.1M3.91%13F-HRTimeline
USAdvisors Wealth Management, LLC9,114$5.1M1.78%+8713F-HRTimeline
Auxano Advisors, LLC9,108$5.09M1.35%-13813F-HRTimeline
WPWealth LLP9,107$5.09M1.01%-1113F-HRTimeline
Joseph P. Lucia & Associates, LLC9,078$5.08M2.32%+53113F-HRTimeline
Private Wealth Partners, LLC9,072$5.07M0.42%+13013F-HRTimeline
GSG Advisors LLC9,205$5.05M1.66%+1613F-HRTimeline
Tempus Wealth Planning, LLC8,995$5.03M1.5%+1,11713F-HRTimeline
FIR TREE CAPITAL MANAGEMENT LP8,991$5.03M100%new13F-HRTimeline
Montis Financial, LLC8,985$5.03M1.48%-62813F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.8,959$5.01M2.7%+15913F-HRTimeline
MAIRS & POWER INC8,944$5M0.05%-7213F-HRTimeline
Sterneck Capital Management, LLC8,916$4.99M2.7%+12813F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding8,876$4.97M-48Timeline
RKL Wealth Management LLC8,837$4.94M0.47%+23913F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…8,831$4.94M1.84%+4,42613F-HRTimelineGroup
Atlas Brown,Inc.8,810$4.93M1.73%+8413F-HRTimeline
IBEX WEALTH ADVISORS8,805$4.93M0.65%-5,95113F-HRTimeline
UNITED BANK8,797$4.92M0.63%+23213F-HRTimeline
Tilson Financial Group, Inc.8,784$4.91M1.94%-39513F-HRTimeline
Sightline Wealth Advisors, LLC8,780$4.91M2.59%-8113F-HRTimeline
DELTEC ASSET MANAGEMENT LLC8,753$4.9M1.05%-1513F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding8,749$4.89M+1,410Timeline
Harvest Investment Services, LLC8,740$4.89M1.36%-2,01413F-HRTimeline
PACIFIC FINANCIAL GROUP INC8,737$4.89M3.94%-19313F-HRTimeline
Windsor Capital Management, LLC8,736$4.89M1.5%-36113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST8,726$4.88M0.54%-54413F-HRTimeline
SAGE RHINO CAPITAL LLC8,699$4.87M1.13%-3,14013F-HRTimeline
Breakwater Investment Management8,695$4.86M2.08%013F-HRTimeline
Plotkin Financial Advisors, LLC8,677$4.85M2.98%+48413F-HRTimeline
Baron Wealth Management LLC8,663$4.85M2.13%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC8,656$4.84M0.69%+10013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.9,225$4.84M0.84%-34913F-HR/ATimeline
Journey Advisory Group, LLC8,648$4.84M0.4%-30313F-HRTimeline
Marietta Wealth Management, LLC8,648$4.84M0.71%-12313F-HRTimeline
Legacy Financial Strategies, LLC8,632$4.83M1.05%+50013F-HRTimeline
SOL Capital Management CO8,631$4.83M0.53%+1,44513F-HRTimeline
CHAPIN DAVIS, INC.8,614$4.82M1.64%-1,44213F-HRTimeline
BURLING WEALTH PARTNERS, LLC8,606$4.81M1.01%+42713F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC8,587$4.8M3.64%-1613F-HRTimeline
Colony Family Offices, LLC8,447$4.74M1.48%-74813F-HRTimeline
RETIREMENT GUYS FORMULA LLC8,470$4.74M2.35%+5,85413F-HRTimeline
Element Wealth, LLC8,469$4.74M2.54%-9013F-HRTimeline
Jackson Hole Capital Partners, LLC8,462$4.73M0.94%+49713F-HRTimeline
B & T Capital Management DBA Alpha Capi…8,445$4.72M0.9%+26713F-HRTimeline
ForthRight Wealth Management, LLC8,444$4.72M1.58%-4513F-HRTimeline
Oribel Capital Management, LP8,400$4.7M0.58%+2,45013F-HRTimeline
Victrix Investment Advisors8,551$4.7M2.47%new13F-HRTimeline
MTM Investment Management, LLC8,366$4.69M1.81%-1,06713F-HRTimeline
American Alpha Advisors, LLC8,386$4.69M4.16%-9313F-HRTimeline
Alpine Global Management, LLC8,344$4.67M1.27%+4,31313F-HRTimeline
Tennessee Valley Asset Management Partn…8,341$4.67M0.76%-16413F-HRTimeline
Visionary Wealth Advisors8,333$4.66M0.28%+3,33313F-HRTimeline
NWK Group, Inc.8,332$4.66M2.13%-2813F-HRTimeline
Significant Wealth Partners LLC8,329$4.66M2.39%+2,39113F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC8,316$4.65M0.92%-1,22813F-HRTimeline
BlueSky Wealth Advisors, LLC8,306$4.65M0.72%-6013F-HRTimeline
Laraway Financial Advisors Inc8,294$4.64M3.69%+8713F-HRTimeline
Bellwether Advisors, LLC8,292$4.64M0.97%+5,02113F-HRTimeline
Arcus Capital Partners, LLC8,264$4.62M1.86%-5,18113F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC8,262$4.62M1.83%+2713F-HRTimeline
Full Sail Capital, LLC8,248$4.61M0.3%+6,32513F-HRTimeline
WorthPointe, LLC8,242$4.61M2.1%-32813F-HRTimeline
Orin Green Financial, LLC8,968$4.61M2.17%new13F-HRTimeline
Shade Tree Advisors LLC8,237$4.61M4.57%+5,84613F-HRTimeline
Merkkuri Wealth Advisors LLC8,231$4.6M3.94%-2,33513F-HRTimeline
Tower View Wealth Management LLC8,227$4.6M2.68%-9113F-HRTimeline
Alpha Cubed Investments, LLC8,223$4.6M0.21%+1,57113F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV8,534$4.59M2.41%+2,76813F-HRTimeline
Coastwise Capital Group, LLC8,197$4.59M3.86%+77613F-HRTimeline
Tandem Financial, LLC8,165$4.58M4.99%+7413F-HRTimeline
Abel Hall, LLC8,148$4.56M2.75%013F-HRTimeline
LJI Wealth Management, LLC8,134$4.55M0.91%-75713F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT8,120$4.54M0.21%+1,01213F-HRTimeline
GAMMA Investing LLC8,107$4.53M0.34%+4,03713F-HR/ATimeline
Luminvest Wealth Management LLC8,106$4.53M1.87%013F-HRTimeline
ABLE Financial Group, LLC8,095$4.53M1.27%-1013F-HRTimeline
Anchor Investment Management, LLC8,087$4.52M0.42%-1413F-HRTimeline
M1 Capital Management LLC8,087$4.52M2.83%+6413F-HRTimeline
SYNTAX RESEARCH, INC.8,068$4.51M3.12%-17913F-HRTimeline
PICTET BANK & TRUST Ltd8,060$4.51M5.51%013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC8,046$4.5M0.17%-1,79713F-HRTimeline
NVWM, LLC8,037$4.5M1.19%+98413F-HRTimeline
Peak Planning Group, LLC8,021$4.49M1.89%+23513F-HRTimeline
Rialto Wealth Management, LLC8,019$4.49M1.41%013F-HRTimeline
Total Clarity Wealth Management, Inc.7,646$4.48M1.46%-12513F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC7,995$4.47M0.01%+7,09013F-HRTimelineGroup
RIDGECREST WEALTH PARTNERS, LLC7,979$4.46M2.34%+1413F-HRTimeline
Clientfirst Wealth Management, LLC7,950$4.45M5.04%+8913F-HRTimeline
WOODSTOCK CORP7,925$4.43M0.44%+40813F-HRTimeline
BANTAMAC CAPITAL, LLC7,917$4.43M2.12%+2,82313F-HRTimeline
REBALANCE, LLC7,902$4.42M0.33%-20713F-HRTimeline
Cohen Capital Management, Inc.7,897$4.42M0.76%+213F-HRTimeline
Brookwood Investment Group LLC7,888$4.41M0.76%13F-HRTimeline
Peachtree Investment Partners, LLC7,878$4.41M1.74%-2613F-HRTimeline
1900 WEALTH MANAGEMENT LLC7,872$4.4M0.37%-18013F-HRTimeline
TruWealth Advisors, LLC7,830$4.38M0.26%-5513F-HRTimeline
KMT WEALTH MANAGEMENT, LLC7,823$4.38M3%+7,45413F-HRTimeline
MCDONALD PARTNERS LLC7,820$4.37M1.14%-49813F-HRTimeline
MIdWestOne Financial Group, Inc.7,820$4.37M0.62%013F-HRTimeline
Omega Financial Group, LLC7,762$4.34M1.67%-64613F-HRTimeline
LITTLE HOUSE CAPITAL LLC7,758$4.34M1.19%-13,99313F-HRTimeline
ELCO Management Co., LLC7,754$4.34M2.4%-2213F-HRTimeline
Coign Capital Advisors LLC7,736$4.33M3.33%-34913F-HRTimeline
CPC Advisors, LLC7,738$4.33M0.6%-9,70813F-HRTimeline
Pegasus Asset Management, Inc.7,732$4.33M1.73%-11713F-HRTimeline
Evernest Financial Advisors, LLC7,732$4.33M1.55%-3113F-HRTimeline
Farringdon Capital, Ltd.7,707$4.31M2.17%new13F-HRTimeline
Long Run Wealth Advisors, LLC7,704$4.31M0.98%+2013F-HRTimeline
Ledyard National Bank7,700$4.31M0.43%-59913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC143,351$4.29M0.11%-91313F-HRTimeline
Q3 Asset Management7,651$4.28M2.93%+2,09713F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.7,646$4.28M0.37%+1,12613F-HRTimeline
PLANNING DIRECTIONS INC7,636$4.27M1.83%+7,01113F-HRTimeline
LEVIN CAPITAL STRATEGIES, L.P.7,634$4.27M0.45%-2,99613F-HRTimeline
Resurgent Financial Advisors LLC7,630$4.27M2.56%+95013F-HRTimeline
BOK Financial Private Wealth, Inc.7,590$4.26M0.32%+1,17313F-HRTimeline
Invst, LLC7,609$4.26M0.58%-98613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…7,608$4.26M0.01%-26713F-HRTimelineGroup
Heritage Investment Group, Inc.7,593$4.25M0.8%+58813F-HRTimeline
Single Point Partners, LLC7,576$4.24M0.99%-25613F-HRTimeline
Objective Capital Management, LLC7,559$4.23M5.39%-5,74013F-HRTimeline
Blankinship & Foster, LLC7,552$4.22M1.07%+80713F-HRTimeline
Hoxton Planning & Management, LLC7,526$4.21M1.61%+4,01713F-HRTimeline
Allegheny Financial Group7,520$4.21M1.08%+7613F-HRTimeline
Chesapeake Wealth Management7,505$4.2M1.5%-12613F-HRTimeline
Orvieto Partners, L.P.7,500$4.2M3.68%new13F-HRTimeline
Alley Investment Management Company, LLC7,471$4.18M0.52%+3013F-HRTimeline
Aegis Wealth Management LLC7,470$4.18M2.46%013F-HRTimeline
Almanack Investment Partners, LLC.7,470$4.18M0.83%-73213F-HRTimeline