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Disclosery

SPY STATE STR SPDR S&P 500 ETF T

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SHS (fund), issuer CIK 884394

Filings received so far for Q3 2026: 263 13F filers report a position in SPY shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Valeo Financial Advisors, LLC894,574$682M14.39%-18,14613F-HRTimeline
Shulman DeMeo Asset Management LLC365,374$283M56.02%-6,87313F-HRTimeline
Pacific Wealth Management175,280$134M58.8%+58613F-HRTimeline
TLWM166,090$127M20.18%-5,30013F-HRTimeline
EASTERN BANK153,837$117M1.78%-1,64013F-HRTimeline
Gainplan LLC150,567$115M44.59%+25,90513F-HRTimeline
BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL…150,270$115M100%-25,83113F-HRTimeline
Farther Finance Advisors, LLC136,068$104M0.73%+37513F-HRTimeline
Venture Visionary Partners LLC115,101$87.8M2.3%+72613F-HRTimeline
Attessa Capital LLC99,828$76.1M32.67%+6,09913F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION91,474$69.8M5.03%+1,54713F-HRTimeline
Ayalon Insurance Comp Ltd.91,197$69.7M5.79%-3,34313F-HRTimeline
SAPIENT CAPITAL LLC88,789$67.9M0.91%-61413F-HRTimeline
Apella Capital, LLC81,597$63.4M0.8%-3,40413F-HRTimeline
McAlister, Sweet & Associates, Inc.68,295$52.1M32.91%-14,44613F-HRTimeline
Seven Bridges Advisors LLC68,207$52M23.51%+2,74613F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…62,231$47.5M4.12%-1,13513F-HRTimelineGroup
Trinity Financial Advisors LLC56,103$42.9M11.04%-2,70613F-HRTimeline
DIVERSIFIED MANAGEMENT INC51,435$39.2M6.85%-2913F-HRTimeline
Taylor & Morgan Wealth Management, LLC51,323$39.1M18.82%+1,97613F-HRTimeline
Roth Financial Partners LLC49,164$37.5M11.2%-1,04713F-HRTimeline
CoreCap Advisors, LLC48,811$37.2M1.07%+4,95113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC48,507$37M2.4%+3,27513F-HRTimeline
Montz Harcus Wealth Management LLC46,666$35.6M12.48%-1,08913F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…45,804$34.9M2.89%+22513F-HRTimelineGroup
Central Pacific Bank - Trust Division41,096$31.3M3.29%-46313F-HRTimeline
First Heartland Consultants, Inc.40,894$31.2M2.07%-1,38113F-HRTimeline
Avidian Wealth Enterprises, LLC36,909$28.1M0.79%-4,45613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC34,709$26.5M1.59%-15313F-HRTimeline
Hummer Financial Advisory Services Inc33,564$25.7M16.77%013F-HRTimeline
Baron Financial Group, LLC33,328$25.4M12.38%+4613F-HRTimeline
Sincerus Advisory, LLC30,399$23.2M15.13%-11213F-HRTimeline
CX Institutional30,149$23M0.62%-31813F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD29,128$22.2M15.73%-46713F-HRTimeline
YHB Investment Advisors, Inc.28,966$22.1M1.39%-27113F-HRTimeline
CENTRAL BANK & TRUST CO28,136$21.5M3.06%+22113F-HRTimeline
Capital Advisors Wealth Management, LLC27,102$20.7M2.33%+72213F-HRTimeline
ANB BANK26,394$20.1M7.15%-2,00913F-HRTimeline
CACTI ASSET MANAGEMENT LLC25,295$19.3M1.02%013F-HRTimeline
ROCKLAND TRUST CO25,001$19.1M0.73%-51413F-HRTimeline
Gridiron Partners, LLC24,484$18.7M9.36%013F-HRTimeline
Wedmont Private Capital23,761$18.4M0.44%+45613F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC23,304$17.8M0.21%-6013F-HRTimeline
Paladin Partners, LLC23,165$17.7M10.87%+10113F-HRTimeline
Pathway Financial Advisors LLC22,700$17.3M1.91%-7113F-HRTimeline
Grove Bank & Trust22,695$17.3M1.72%-6813F-HRTimeline
Wealth Enhancement Trust Services, Inc.22,695$17.3M1.85%-4,78513F-HRTimeline
BOS Asset Management, LLC22,159$16.9M3.95%+46813F-HRTimeline
Hickory Point Bank & Trust21,804$16.6M10%-29713F-HRTimeline
Allen Mooney & Barnes Investment Adviso…21,793$16.6M2.47%+1613F-HRTimeline
TrueWealth Advisors, LLC18,917$14.4M3.24%-15,47913F-HRTimeline
Coastline Trust Co18,622$14.2M1.32%-5,26113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VISTA INVESTMENT PARTNERS LLC18,507$14.1M3.68%+2113F-HRTimeline
Montecito Bank & Trust18,450$14.1M2.13%-60413F-HRTimeline
Factor Wealth Management LTD18,309$14M2.13%-61113F-HRTimeline
Quintet Private Bank (Europe) S.A.18,208$13.9M0.61%+5913F-HRTimeline
Lee, Kelleher & Klein Wealth Management18,021$13.7M7.07%-7413F-HRTimeline
Canandaigua National Trust Co of Florida14,415$11M6.08%13F-HRTimeline
Wealth Science Advisors LLC14,154$10.8M4.54%new13F-HRTimeline
Frisco Financial Planning LLC13,402$10.2M7.95%-24813F-HRTimeline
Kaizen Financial Strategies13,352$10.2M4.01%-6,26413F-HRTimeline
Balefire, LLC12,787$9.75M1.53%-2,99813F-HRTimeline
Successful Portfolios LLC12,412$9.61M4.43%+913F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC12,043$9.18M1.9%-38913F-HRTimeline
Paragon Capital Management Ltd11,761$8.97M1.65%-30613F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…11,173$8.52M1.21%-713F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.10,814$8.25M0.52%-23513F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC10,252$7.82M2.11%-95513F-HRTimeline
GAMMA Investing LLC9,787$7.46M0.25%+35213F-HRTimeline
Dale Q Rice Investment Management Ltd9,734$7.42M4.05%-3813F-HRTimeline
Iowa State Bank9,569$7.3M1.23%-25013F-HRTimeline
Bank of New Hampshire9,512$7.25M1.57%-66113F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.9,480$7.23M4.88%+15413F-HRTimeline
Nautilus Advisors LLC9,293$7.09M4.29%-2213F-HRTimeline
Kearns & Associates LLC9,029$6.89M3.16%013F-HRTimeline
Acropolis Investment Management, LLC8,943$6.82M0.27%+413F-HRTimeline
PRIVATE CLIENT SERVICES, LLC8,899$6.79M1.82%-3,03513F-HRTimeline
Veracity Capital LLC8,872$6.77M1.82%+8513F-HRTimeline
AMERICAN NATIONAL BANK & TRUST8,838$6.74M0.62%+9013F-HRTimeline
KFA Private Wealth Group, LLC8,828$6.73M1.58%-3413F-HRTimeline
Retireful, LLC8,596$6.56M5.65%+61213F-HRTimeline
MassMutual Private Wealth & Trust, FSB8,564$6.53M0.17%-3,94213F-HRTimeline
Castle Rock Wealth Management, LLC8,299$6.47M1.22%-62313F-HRTimeline
Trust Co8,202$6.26M0.54%-11813F-HRTimeline
Leverty Financial Group, LLC8,166$6.23M1.14%-17413F-HRTimeline
Atlas Brown,Inc.8,085$6.17M1.63%-23113F-HRTimeline
Stonebridge Financial Group, LLC8,054$6.14M0.45%-1913F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC7,922$6.04M0.1%-1,00013F-HRTimeline
Turner Capital Investments, LLC7,837$5.98M5.08%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP7,805$5.95M0.42%+27913F-HRTimelineGroup
Stairway Partners, LLC7,762$5.92M0.28%013F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV7,748$5.91M5.08%-20413F-HRTimeline
Monument Capital Management7,223$5.51M1.15%-23713F-HRTimeline
STEPH & CO7,074$5.39M1.37%-2513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC7,038$5.37M1.51%+82213F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …7,021$5.35M0.35%-4313F-HRTimeline
Sound Income Strategies, LLC6,477$5.01M0.22%+1,02213F-HRTimeline
M.E. ALLISON & CO., INC.6,555$5M2.8%+3013F-HRTimeline
Insight Wealth Strategies, LLC6,470$4.93M0.49%+5613F-HRTimeline
Castleview Partners, LLC6,414$4.89M2.14%+6613F-HRTimeline
Prism Advisors, Inc.6,199$4.8M1.2%-15613F-HRTimeline
Graves Light Lenhart Wealth, Inc.6,251$4.77M0.45%-31913F-HRTimeline
Weaver Consulting Group5,951$4.54M0.88%+3613F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC5,896$4.5M1.15%-15213F-HRTimeline
Crumly & Associates Inc.5,867$4.47M0.79%+21413F-HRTimeline
PARK NATIONAL CORP /OH/5,717$4.36M0.12%+4413F-HRTimeline
Greenfield Savings Bank5,710$4.35M1.65%-1713F-HRTimeline
Breakwater Capital Group5,678$4.33M0.51%+6913F-HRTimeline
Cooper Financial Group5,582$4.26M0.34%+7913F-HRTimeline
Prosperity Planning, Inc.5,557$4.24M0.94%-37013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC5,510$4.2M0.48%-10413F-HRTimeline
Investors Research Corp5,495$4.19M0.74%+2,74313F-HRTimeline
DAVIDSON TRUST CO5,079$3.87M1.53%+11013F-HRTimeline
EPIQ PARTNERS, LLC5,054$3.85M1.66%+613F-HRTimeline
Mirador Capital Partners LP5,027$3.83M0.45%+3913F-HRTimeline
Integrated Financial Solutions, Inc.4,858$3.71M1.9%-15313F-HRTimeline
Financial Enhancement Group LLC4,668$3.63M0.42%-21513F-HRTimeline
ARMSTRONG HENRY H ASSOCIATES INC4,742$3.62M0.32%+113F-HRTimeline
Intelligence Driven Advisers, LLC4,532$3.46M0.6%-16213F-HRTimeline
Bangor Savings Bank4,490$3.42M0.26%-60513F-HRTimeline
Arbor Wealth Advisors LLC4,441$3.39M2.11%013F-HRTimeline
Private Capital Advisors, Inc.4,369$3.33M0.29%+4313F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC4,299$3.28M0.05%+34413F-HRTimelineGroup
GoalVest Advisory LLC721,104$3.25M0.56%+717,33413F-HRTimeline
Green Ridge Wealth Planning LLC4,172$3.18M1.28%+3113F-HRTimeline
CapWealth Advisors, LLC4,126$3.15M0.24%+78213F-HRTimeline
General Partner, Inc.4,088$3.12M1.67%013F-HRTimeline
Longview Financial Advisors, Inc.4,049$3.09M1.77%-43413F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC4,004$3.05M1.47%013F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC3,959$3.02M0.11%+42913F-HRTimeline
Freestate Advisors LLC3,932$3M2.31%-1,02613F-HRTimeline
Olistico Wealth, LLC3,932$3M1.25%-313F-HRTimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC3,931$3M0.07%013F-HRTimeline
Williams & Novak Wealth Management, LLC3,866$2.95M1.77%+9913F-HRTimeline
Tactive Advisors, LLC3,776$2.88M0.69%-74813F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC3,725$2.84M1.71%-2513F-HRTimeline
RTD Financial Advisors, Inc.3,645$2.78M0.3%-11513F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp3,457$2.64M0.32%+93013F-HRTimelineGroup
Violich Capital Management, Inc.3,444$2.63M0.28%+6313F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC3,358$2.56M1.65%-10713F-HRTimeline
Ebert Capital Management Inc.3,323$2.53M2.2%-813F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.3,259$2.49M0.14%-1313F-HRTimelineGroup
CHAPIN DAVIS, INC.3,220$2.46M0.47%-11913F-HRTimeline
Wealth Group Ltd3,174$2.44M0.45%+3713F-HRTimeline
Whalen Wealth Management Inc.3,070$2.34M1%+1,39013F-HRTimeline
Heartwood Wealth Advisors LLC3,056$2.33M0.18%013F-HRTimeline
HALL LAURIE J TRUSTEE3,016$2.3M0.73%+3913F-HRTimeline
Silverleafe Capital Partners, LLC2,845$2.17M0.62%+3113F-HRTimeline
Plan A Wealth LLC2,824$2.15M0.77%+81913F-HRTimeline
Gladwyn Financial Advisors, Inc.2,726$2.08M1.33%-3613F-HRTimeline
Bill Few Associates, Inc.2,692$2.05M0.43%-25913F-HRTimeline
Cambridge Financial Group, LLC2,721$2.03M0.64%013F-HRTimeline
Everhart Financial Group, Inc.2,574$1.96M0.12%+5313F-HRTimeline
Friday Financial2,502$1.91M0.38%+2,20013F-HRTimeline
Gouws Capital LLC2,400$1.83M0.87%013F-HRTimeline
Adelphi Trust Co2,310$1.76M1.16%+51413F-HRTimeline
Davis Capital Management2,306$1.76M1.05%-613F-HRTimeline
RFG - Bristol Wealth Advisors, LLC2,281$1.74M0.41%+513F-HRTimeline
Beacon Wealthcare LLC2,224$1.7M0.54%+213F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX2,217$1.69M0.33%-1013F-HRTimeline
Global Wealth Strategies & Associates2,152$1.64M0.3%013F-HRTimeline
Exchange Bank2,112$1.61M1%-10213F-HRTimeline
Baring Financial LLC2,097$1.6M0.86%-1113F-HRTimeline
SACKS & ASSOCIATES, LLC2,057$1.57M1.1%013F-HRTimeline
Investment Partners Asset Management, I…2,021$1.54M0.84%-313F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,998$1.52M0.3%-2213F-HRTimeline
CONGRESS ASSET MANAGEMENT CO1,978$1.51M0.01%-1,40213F-HRTimeline
HF Advisory Group, LLC1,956$1.49M0.44%-2613F-HRTimeline
ATWOOD & PALMER INC1,954$1.49M0.08%-8713F-HRTimeline
Dominguez Wealth Management Solutions, …1,922$1.47M0.81%+16613F-HRTimeline
Legacy Private Trust Co.1,891$1.44M0.08%-7013F-HRTimeline
Westwind Capital1,889$1.44M0.34%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,829$1.39M0.14%-4813F-HRTimeline
Great Waters Wealth Management1,828$1.39M0.13%+25713F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC1,742$1.34M0.39%+1013F-HRTimeline
DKM Wealth Management, Inc.1,750$1.33M0.84%+413F-HRTimeline
KWMG, LLC1,722$1.31M0.09%+64413F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC1,718$1.31M0.16%-1213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ECLECTIC ASSOCIATES INC /ADV1,702$1.3M0.15%-2413F-HRTimeline
Marquette Asset Management, LLC1,689$1.29M0.17%+18513F-HRTimeline
MRA Advisory Group1,685$1.28M0.48%+1713F-HRTimeline
Polaris Financial Partners2,783$1.25M0.56%13F-HRTimeline
LAWOOD & CO1,582$1.21M0.83%013F-HRTimeline
GK Wealth Management LLC1,534$1.17M0.66%-59513F-HRTimeline
Midwest Financial Partners Investments,…1,509$1.15M0.44%+613F-HRTimeline
New Covenant Trust Company, N.A.1,505$1.15M0.79%013F-HRTimeline
Fenimore Asset Management Inc1,477$1.13M0.02%013F-HRTimeline
jvl associates llc1,477$1.13M0.32%013F-HRTimeline
RVW Wealth, LLC1,463$1.12M0.07%-3813F-HRTimeline
Galvin, Gaustad & Stein, LLC1,456$1.11M0.08%-313F-HRTimeline
Versant Capital Management, Inc1,336$1.02M0.09%+6913F-HRTimeline
Worth Asset Management, LLC1,297$989K0.29%+47713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC1,242$956K0.14%-713F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH1,224$936K0.16%-4513F-HRTimeline
Post Resch Tallon Group Inc.1,198$913K0.63%+46413F-HRTimeline
Bullock Wealth Management Group1,183$903K0.37%-44913F-HRTimeline
Emergent Wealth Advisors, LLC1,177$898K0.47%+5913F-HRTimeline
Noble Wealth Management PBC1,132$863K0.4%-7013F-HRTimeline
ALKEME WEALTH, LLC1,122$856K0.32%+413F-HRTimeline
Lincoln Capital LLC1,111$848K0.15%-2213F-HRTimeline