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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
Latitude Advisors, LLC10,098$6.24M3.14%-1913F-HRTimeline
Iowa State Bank10,068$6.22M1.24%-1,25813F-HRTimeline
Crews Bank & Trust10,049$6.21M0.98%-2413F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…10,033$6.2M0.01%+2913F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…10,000$6.2M0.85%013F-HRTimelineGroup
WealthPlan Investment Management, LLC10,025$6.19M0.45%+4,14813F-HRTimeline
Coastwise Capital Group, LLC10,019$6.19M4.93%+1,82213F-HRTimeline
PARAGON ASSOCIATES & PARAGON ASSOCIATES…10,000$6.18M9.82%new13F-HRTimeline
Stairway Partners, LLC10,000$6.18M0.35%-72513F-HRTimeline
Legacy Wealth Management, LLC9,991$6.17M0.38%013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC9,985$6.17M1.38%-1,10113F-HRTimeline
Weaver Capital Management LLC9,962$6.15M1.52%-2113F-HRTimeline
Fire Capital Management LLC9,953$6.15M3.9%-76813F-HRTimeline
Harvest Investment Services, LLC9,942$6.14M1.37%+1,20213F-HRTimeline
WHITE PINE CAPITAL LLC9,916$6.13M1.94%+9013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC9,888$6.11M2.01%-4013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC9,859$6.11M0.53%-12213F-HRTimeline
Global Trust Asset Management, LLC9,842$6.08M3.25%+17613F-HRTimeline
Garde Capital, Inc.9,835$6.08M0.33%-913F-HRTimeline
Nautilus Advisors LLC9,815$6.06M4.45%+9713F-HRTimeline
American Institute for Advanced Investm…9,804$6.06M4.28%+5413F-HRTimeline
New Republic Capital, LLC9,765$6.05M2.14%-80713F-HRTimeline
Marks Group Wealth Management, Inc9,787$6.05M0.56%+2,78213F-HRTimeline
HCR Wealth Advisors9,776$6.04M0.71%+8613F-HRTimeline
Destiny Wealth Partners, LLC9,758$6.03M0.81%-92913F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.9,757$6.03M5.21%-6713F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC9,720$6.01M4.03%new13F-HRTimeline
Bay Rivers Group9,706$6M2.74%-27013F-HRTimeline
Sterneck Capital Management, LLC9,691$5.99M3.04%+77513F-HRTimeline
LCNB CORP9,691$5.99M2.11%-31813F-HRTimeline
Decker Retirement Planning Inc.9,682$5.98M3.47%-11,55613F-HRTimeline
Orca Investment Management, LLC9,647$5.96M5.38%+5313F-HRTimeline
NOVUS ADVISORS, LLC9,616$5.94M9.07%-2,85913F-HRTimeline
Kearns & Associates LLC9,610$5.94M3.4%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.9,593$5.93M2.82%+20213F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC9,590$5.93M3.67%-11413F-HRTimeline
LRI Investments, LLC9,589$5.92M0.5%-17713F-HRTimeline
ROCKLAND TRUST CO9,523$5.88M0.29%013F-HRTimeline
Loudon Investment Management, LLC9,520$5.88M3.25%+12213F-HRTimeline
Schorn Wealth LLC9,505$5.87M1.94%-23013F-HRTimeline
Private Capital Management, LLC9,484$5.86M0.59%-13313F-HRTimeline
Kraft, Davis & Associates, LLC9,175$5.84M1.6%-1,23513F-HRTimeline
Solidarity Wealth, LLC9,440$5.84M1.37%+7,79213F-HRTimeline
Fusion Family Wealth, LLC9,443$5.83M0.49%-9,78513F-HRTimeline
Legacy Financial Strategies, LLC9,441$5.83M1.14%+80913F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC9,417$5.82M5.03%-71313F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC9,399$5.8M0.01%+1,40413F-HRTimelineGroup
CENTRAL VALLEY ADVISORS, LLC9,362$5.78M1.97%-38113F-HRTimeline
Madison Wealth Partners, Inc9,359$5.78M1.26%-8713F-HRTimeline
Pinnacle Bancorp, Inc.9,352$5.78M1.78%+313F-HRTimeline
Seelaus Asset Management LLC9,346$5.77M5.11%-35913F-HRTimeline
WealthShield Partners, LLC9,342$5.77M0.7%-1,85513F-HRTimeline
SAXON INTERESTS, INC.10,306$5.77M2.7%013F-HRTimeline
USAdvisors Wealth Management, LLC9,319$5.76M2.14%+20513F-HRTimeline
JDM Financial Group LLC9,318$5.76M2.72%+113F-HRTimeline
Genesee Capital Advisors, LLC9,316$5.76M2.58%-4,03313F-HRTimeline
Garden State Investment Advisory Servic…9,301$5.75M1.56%-27013F-HRTimeline
Institute for Wealth Management, LLC.9,305$5.75M0.64%+13013F-HRTimeline
Paragon Advisors, LLC9,295$5.74M1.5%+5,08613F-HRTimeline
AMERICAN NATIONAL BANK & TRUST9,272$5.73M0.59%+54613F-HRTimeline
Jackson Hole Capital Partners, LLC9,272$5.73M1.05%+81013F-HRTimeline
Vise Technologies, Inc.9,255$5.72M0.24%13F-HRTimeline
GSG Advisors LLC9,222$5.7M1.65%+1713F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC9,215$5.69M1.1%+513F-HRTimeline
Coordinated Financial Services, Inc.9,193$5.68M3.93%13F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.9,191$5.68M0.88%-3413F-HR/ATimeline
Parker Investment Management, LLC9,185$5.67M0.87%-136,31513F-HRTimeline
Samalin Investment Counsel, LLC9,175$5.67M2.18%-32613F-HRTimeline
MassMutual Private Wealth & Trust, FSB9,164$5.66M0.15%-2,41513F-HRTimeline
Well Done, LLC9,147$5.65M1.06%-1,23513F-HRTimeline
Wealthstream Advisors, Inc.9,146$5.65M0.94%-3713F-HRTimeline
Plotkin Financial Advisors, LLC9,139$5.65M3.12%+46213F-HRTimeline
Independent Advisor Alliance9,139$5.65M0.16%+1,92213F-HRTimeline
S.A. Mason LLC9,134$5.64M2.73%+313F-HRTimeline
Leverty Financial Group, LLC9,127$5.64M1.68%-2,06013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.9,104$5.63M0.62%-5613F-HRTimeline
Private Wealth Partners, LLC9,091$5.62M0.44%+1913F-HRTimeline
Marietta Wealth Management, LLC9,085$5.61M0.73%+43713F-HRTimeline
Aureus Asset Management, LLC9,075$5.61M0.36%-4713F-HRTimeline
WPWealth LLP9,069$5.6M1.01%-3813F-HRTimeline
Significant Wealth Partners LLC9,063$5.6M2.75%+73413F-HRTimeline
LJI Wealth Management, LLC9,010$5.57M0.97%+87613F-HRTimeline
BlueCrest Capital Management Ltd9,009$5.57M0.62%-108,15413F-HRTimeline
Montis Financial, LLC8,976$5.55M1.54%-913F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.8,972$5.54M2.96%+1313F-HRTimeline
Auxano Advisors, LLC8,968$5.54M1.29%-14013F-HRTimeline
Darrow Company, Inc.8,962$5.54M2.8%+2,36313F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding8,959$5.54M+83Timeline
Orin Green Financial, LLC8,939$5.52M2.34%-2913F-HRTimeline
Boreal Capital Management LLC0$5.52M4.56%13F-HRTimelineAmount filed as zero, left out of ratios.
First Financial Bankshares Inc8,899$5.5M0.12%+4,19313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC8,898$5.5M0.4%+2,36113F-HRTimeline
SOL Capital Management CO8,867$5.48M0.53%+23613F-HRTimeline
Hoxton Planning & Management, LLC8,864$5.48M1.89%+1,33813F-HRTimeline
WIMMER ASSOCIATES 1, LLC8,858$5.47M2.8%+2013F-HRTimeline
Omnia Family Wealth, LLC8,832$5.47M1.98%-1,10713F-HRTimeline
Atlas Brown,Inc.8,856$5.47M1.76%+4613F-HRTimeline
Sterling Capital Management LLC8,785$5.43M0.08%-1,00013F-HR/ATimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP8,753$5.41M0.5%-47813F-HRTimelineGroup
BARRETT & COMPANY, INC.8,745$5.4M2.03%+1,51713F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC8,723$5.39M0.68%new13F-HRTimeline
SAGE RHINO CAPITAL LLC8,716$5.39M1.14%+1713F-HRTimeline
Castle Rock Wealth Management, LLC8,531$5.38M1.26%-69213F-HRTimeline
Tilson Financial Group, Inc.8,699$5.38M2.03%-8513F-HRTimeline
Parcion Private Wealth LLC8,682$5.36M0.38%-1,39713F-HRTimeline
Breakwater Investment Management8,665$5.35M2.07%-3013F-HRTimeline
Baron Wealth Management LLC8,656$5.35M1.89%-713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP8,650$5.34M0.36%-6,41113F-HRTimeline
Atlas Legacy Advisors, LLC8,649$5.34M1.18%+2,55613F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.8,648$5.34M2.12%-1,06313F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC8,647$5.34M0.68%-913F-HRTimeline
UNITED BANK8,628$5.33M0.64%-16913F-HRTimeline
Sovereign Investment Advisors, LLC8,628$5.33M1.47%new13F-HRTimeline
American Alpha Advisors, LLC8,619$5.33M4.3%+23313F-HRTimeline
Journey Advisory Group, LLC8,618$5.32M0.41%-3013F-HRTimeline
Sightline Wealth Advisors, LLC8,618$5.32M2.57%-16213F-HRTimeline
Goldstone Financial Group, LLC8,508$5.32M0.7%+1,61113F-HRTimeline
NVWM, LLC8,606$5.32M1.28%+56913F-HRTimeline
MTM Investment Management, LLC8,593$5.31M1.78%+22713F-HRTimeline
W ADVISORS, LLC8,554$5.28M3.03%+2,60213F-HRTimeline
TRB Advisors LP10,000$5.27M1.26%new13F-HRTimeline
Victrix Investment Advisors8,528$5.27M2.33%-2313F-HRTimeline
ForthRight Wealth Management, LLC8,490$5.25M1.64%+4613F-HRTimeline
Q3 Asset Management8,453$5.22M1.84%+80213F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.9,333$5.22M2.92%013F-HRTimeline
Windsor Capital Management, LLC8,424$5.2M1.52%-31213F-HRTimeline
Bellwether Advisors, LLC8,422$5.2M0.89%+13013F-HRTimeline
Element Wealth, LLC8,378$5.18M2.38%-9113F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT8,368$5.17M0.22%+24813F-HRTimeline
NWK Group, Inc.8,358$5.16M1.81%+2613F-HRTimeline
WOODSTOCK CORP8,353$5.16M0.47%+42813F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV8,527$5.16M2.43%-713F-HRTimeline
WorthPointe, LLC8,332$5.15M2.17%+9013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC8,325$5.14M0.9%+913F-HRTimeline
GAMMA Investing LLC8,325$5.14M0.33%+21813F-HRTimeline
Capital Asset Advisory Services LLC8,324$5.14M0.24%+3,23813F-HRTimeline
DELTEC ASSET MANAGEMENT LLC8,298$5.13M0.91%-45513F-HRTimeline
Richmond Investment Services, LLC8,267$5.11M1.08%+4,39613F-HRTimeline
Alpha Cubed Investments, LLC8,253$5.1M0.19%+3013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.8,253$5.1M0.38%+60713F-HRTimeline
Full Sail Capital, LLC8,248$5.1M0.29%013F-HRTimeline
Iron Gate Global Advisors LLC8,210$5.09M0.57%-3,08213F-HRTimeline
Laraway Financial Advisors Inc8,178$5.05M3.83%-11613F-HRTimeline
Abel Hall, LLC8,148$5.03M2.33%013F-HRTimeline
Tower View Wealth Management LLC8,143$5.03M2.61%-8413F-HRTimeline
Luminvest Wealth Management LLC8,106$5.02M1.8%013F-HRTimeline
SYNTAX RESEARCH, INC.8,122$5.02M3.56%+5413F-HRTimeline
B & T Capital Management DBA Alpha Capi…8,107$5.01M0.86%-33813F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding8,091$5M-658Timeline
PACIFIC FINANCIAL GROUP INC8,075$4.99M3.89%-66213F-HRTimeline
Anchor Investment Management, LLC8,044$4.97M0.44%-4313F-HRTimeline
CHAPIN DAVIS, INC.8,038$4.97M1.37%-57613F-HRTimeline
Rialto Wealth Management, LLC8,036$4.97M1.39%+1713F-HRTimeline
Dunhill Financial, LLC8,036$4.97M1.44%+1,08613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…8,004$4.95M0.01%+39613F-HRTimelineGroup
Bayesian Capital Management, LP8,000$4.94M0.78%-7,90013F-HRTimeline
Abacus Wealth Partners, LLC7,992$4.94M0.75%+2,05413F-HRTimeline
INSPIRE TRUST CO, N.A.7,978$4.93M1.02%-2,68713F-HRTimeline
Clientfirst Wealth Management, LLC7,950$4.91M5.02%013F-HRTimeline
M1 Capital Management LLC7,932$4.9M2.47%-15513F-HRTimeline
TruWealth Advisors, LLC7,911$4.89M0.27%+8113F-HRTimeline
REBALANCE, LLC7,905$4.88M0.33%+313F-HRTimeline
Cohen Capital Management, Inc.7,899$4.88M0.79%+213F-HRTimeline
RKL Wealth Management LLC7,898$4.88M0.43%-93913F-HRTimeline
1900 WEALTH MANAGEMENT LLC7,870$4.86M0.37%-213F-HRTimeline
Almanack Investment Partners, LLC.7,830$4.84M0.77%+36013F-HRTimeline
Rossmore Private Capital7,829$4.84M0.56%+1,53713F-HRTimeline
MIdWestOne Financial Group, Inc.7,820$4.83M0.63%013F-HRTimeline
Vigilare Wealth Management7,810$4.83M1.81%+7,39613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC7,800$4.82M0.01%new13F-HRTimeline
Jackson Wealth Management, LLC7,792$4.81M0.52%-31,40113F-HRTimeline
MCDONALD PARTNERS LLC7,780$4.81M1.15%-4013F-HRTimeline
Wealthspire Retirement, LLC7,739$4.78M0.32%+1,61013F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding7,731$4.78M+1,199Timeline
ELCO Management Co., LLC7,727$4.77M2.5%-2713F-HRTimeline
Revolve Wealth Partners, LLC7,723$4.77M0.62%+69313F-HRTimeline
Ledyard National Bank7,716$4.77M0.45%+1613F-HRTimeline
BHK Investment Advisors, LLC7,704$4.76M1.86%+2,76513F-HRTimeline
Oribel Capital Management, LP7,700$4.76M0.25%-70013F-HRTimeline
Long Run Wealth Advisors, LLC7,699$4.76M1%-513F-HRTimeline
Objective Capital Management, LLC7,690$4.75M5.34%+13113F-HRTimeline
Pines Wealth Management, LLC7,596$4.75M1.68%+40513F-HRTimeline
Avalon Trust Co7,687$4.75M0.35%+81713F-HRTimeline
Pegasus Asset Management, Inc.7,681$4.75M1.63%-5113F-HRTimeline
Evernest Financial Advisors, LLC7,674$4.74M1.53%-5813F-HRTimeline
LITTLE HOUSE CAPITAL LLC7,670$4.74M1.19%-8813F-HRTimeline
Climber Capital SA7,708$4.74M3.04%-2713F-HRTimeline
Yahav Achim Ve Achayot - Provident Fund…7,654$4.74M15.34%+4,24313F-HRTimeline
Aldebaran Financial Inc.7,638$4.72M5.22%+49813F-HRTimeline
Allegheny Financial Group7,625$4.71M1.05%+10513F-HRTimeline
Onyx Bridge Wealth Group LLC7,596$4.69M0.62%+27613F-HRTimeline
Heritage Investment Group, Inc.7,593$4.69M0.81%013F-HRTimeline
BANTAMAC CAPITAL, LLC7,573$4.68M1.68%-34413F-HRTimeline
DDD Partners, LLC7,558$4.67M0.5%+12313F-HRTimeline
McAdam, LLC7,547$4.66M0.26%+65913F-HRTimeline
Optivise Advisory Services LLC7,535$4.66M2.38%+2,34213F-HRTimeline
PURSUE WEALTH PARTNERS LLC7,514$4.64M2.64%+16613F-HRTimeline
Blankinship & Foster, LLC7,512$4.64M1.09%-4013F-HRTimeline
BOK Financial Private Wealth, Inc.7,489$4.64M0.31%-10113F-HRTimeline
Single Point Partners, LLC7,497$4.63M1.01%-7913F-HRTimeline