Public record / Tickers / SPY

SPY — SPDR S&P 500 ETF TRUST

Both disclosure regimes on one name: who in Congress filed about SPY, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
92
all PTR rows naming SPY
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
06-11
filed 2025-06-11
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Perdue , Jr, David A · $1.0M–$5.0M

Purchase · traded 2020-04-15 → filed 2021-05-02. Ranked over every SPY row by the provable lower bound, never a point estimate.

No member disclosed SPY in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

21 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

3 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SPY · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SPY
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-06-11Markwayne Mullin R–OKSale · JT (jointly owned)Traded 05-13 +29d$500K–$1M
2025-02-08John Boozman R–ARSale · JT (jointly owned)Traded 01-16 +23d$1K–$15K
2024-12-17John Boozman R–ARPurchase · JT (jointly owned)Traded 11-13 +34d$1K–$15K
2024-07-11John Boozman R–ARPurchase · JT (jointly owned)Traded 06-04 +37d$1K–$15K
2024-01-24Blake D. Moore R–UT-1PurchaseTraded 01-19 +5d$100K–$250K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 92 ↗

Members active in SPY

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed SPY in the trailing 12 months.

Congress ↔ notable managers · SPY

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

new + add vs trim + exit, by shares · $ = reported value now, not the change · SPDR S&P 500 ETF

Merged timeline of congressional filings and notable-manager moves on SPY
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+2,278,473 sh
2026-05-15Tudor Investment Corp 13Fadd+674,583 sh
2026-05-15Miller Value Partners 13Fnew+30,044 sh
2026-05-15Bridgewater Associates 13Ftrim−90,551 sh
2026-05-15Soros Fund Management 13Ftrim−116,653 sh
2026-05-15Moore Capital Management 13Ftrim−157,068 sh

6 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of SPY for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1JPMORGAN CHASE & CO$28.9B1
2MORGAN STANLEY$26.3B1
3GOLDMAN SACHS GROUP INC$23.8B1
4BANK OF AMERICA CORP /DE/$21.0B1
5JANE STREET GROUP, LLC$13.2B1
6NORTHERN TRUST CORP$9.0B1
7UBS Group AG$8.0B1
8SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.9B1
9LPL Financial LLC$6.5B1
10WELLS FARGO & COMPANY/MN$6.1B1
11Gotham Asset Management, LLC$5.9B1
12BARCLAYS PLC$4.2B1
13ROYAL BANK OF CANADA$4.2B1
14Capula Management Ltd$4.0B1
15NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.0B1
16BANK OF MONTREAL /CAN/$3.9B1
17RAYMOND JAMES FINANCIAL INC$2.9B1
18Bridgewater Associates, LP$2.8B1
19Lido Advisors, LLC$2.8B1
20BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.7B1
21FMR LLC$2.7B1
22US BANCORP \DE\$2.7B1
23Cresset Asset Management, LLC$2.3B1
24MACKENZIE FINANCIAL CORP$2.2B1
25TRUIST FINANCIAL CORP$2.0B1
26BNP PARIBAS FINANCIAL MARKETS$1.9B1
27Creative Planning$1.9B1
28Rockefeller Capital Management L.P.$1.9B1
29Sanders Capital, LLC$1.9B1
30TD ASSET MANAGEMENT INC$1.9B1
31HighTower Advisors, LLC$1.8B1
32National Mutual Insurance Federation of Agricultural Cooperatives$1.7B1
33HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.7B1
34ENVESTNET ASSET MANAGEMENT INC$1.7B1
35Focus Partners Wealth$1.5B1
36Pathstone Holdings, LLC$1.4B1
37Cerity Partners LLC$1.4B1
38BlackRock, Inc.$1.3B1
39Cetera Investment Advisers$1.2B1
40CIBC WORLD MARKET INC.$1.2B1
41Walleye Capital LLC$1.1B1
42CITIGROUP INC$1.1B1
43STIFEL FINANCIAL CORP$1.1B1
44COMMONWEALTH EQUITY SERVICES, LLC$1.1B1
45STATE STREET CORP$1.0B1
46Mariner, LLC$979M1
47Corient Private Wealth LLC$966M1
48Bank Julius Baer & Co. Ltd, Zurich$905M1
49Trustees of Columbia University in the City of New York$891M1
50MACQUARIE GROUP LTD$871M1
51OSAIC HOLDINGS, INC.$843M1
52Power Alpha Investment Ltd$818M1
53Norinchukin Bank, The$802M1
54MANUFACTURERS LIFE INSURANCE COMPANY, THE$790M1
55Trust Asset Management LLC$783M1
56Pure Financial Advisors, LLC$734M1
57TUDOR INVESTMENT CORP ET AL$728M1
58BBR PARTNERS, LLC$694M1
59NATIXIS$659M1
60FRANKLIN RESOURCES INC$641M1
61BROWN ADVISORY INC$630M1
62MAI Capital Management$624M1
63Valeo Financial Advisors, LLC$600M1
64FIFTH THIRD BANCORP$599M1
65AQR CAPITAL MANAGEMENT LLC$596M1
66CANADA PENSION PLAN INVESTMENT BOARD$570M1
67IEQ CAPITAL, LLC$561M1
68Freedom Together Foundation$551M1
69BLAIR WILLIAM & CO/IL$550M1
70Verition Fund Management LLC$543M1
71Circle Wealth Management, LLC$540M1
72Pine Ridge Advisers LLC$533M1
73CAPTRUST FINANCIAL ADVISORS$513M1
74Quantinno Capital Management LP$511M1
75Concentric Capital Strategies, LP$499M1
76UNITED CAPITAL FINANCIAL ADVISORS, LLC$497M1
77SUMITOMO MITSUI FINANCIAL GROUP, INC.$492M1
78CAPITOLIS LIQUID GLOBAL MARKETS LLC$489M1
79D. E. Shaw & Co., Inc.$485M1
80TD Waterhouse Canada Inc.$475M1
81SummitTX Capital, L.P.$471M1
82JOURNEY STRATEGIC WEALTH LLC$464M1
83ALLIANCEBERNSTEIN L.P.$462M1
84Calamos Advisors LLC$459M1
85SCS Capital Management LLC$456M1
86BANK OF NOVA SCOTIA$449M1
87CWM, LLC$444M1
88EASTERLY INVESTMENT PARTNERS LLC$444M1
89Consolidated Portfolio Review Corp$430M1
90Pinnacle Financial Partners, Inc.$416M1
91AMG National Trust Bank$415M1
92JONES FINANCIAL COMPANIES LLLP$413M1
93Jefferies Financial Group Inc.$410M1
94Members Trust Co$408M1
95MILLENNIUM MANAGEMENT LLC$405M1
96MML INVESTORS SERVICES, LLC$399M1
97HSBC HOLDINGS PLC$392M1
98CAPSTONE INVESTMENT ADVISORS, LLC$386M1
99AlTi Global, Inc.$383M1
100Itau Unibanco Holding S.A.$381M1
101TWO SIGMA INVESTMENTS, LP$377M1
102Pentwater Capital Management LP$377M1
103Private Advisor Group, LLC$371M1
104COMMON FUND FOR NONPROFIT ORGANIZATIONS$364M1
105Kestra Advisory Services, LLC$358M1
106Soundwatch Capital LLC$354M1
107Hackensack Meridian Health, Inc.$346M1
108NewEdge Advisors, LLC$344M1
109Millburn Ridgefield LLC /DE/$341M1
110Catalyst Capital Advisors LLC$341M1
111OLD MISSION CAPITAL LLC$339M1
112MIRAE ASSET SECURITIES (USA) INC.$330M1
113COMMERCE BANK$326M1
114MERCER GLOBAL ADVISORS INC /ADV$324M1
115BIP Wealth, LLC$319M1
116DAVIS R M INC$319M1
117Passaic Partners LLC$316M1
118M&T BANK CORP$308M1
119LMR Partners LLP$298M1
120HB Wealth Management, LLC$297M1
121MIZUHO MARKETS AMERICAS LLC$293M1
122EP Wealth Advisors, LLC$290M1
123Wealthspire Advisors, LLC$287M1
124IMC-Chicago, LLC$284M1
125COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$276M1
126FOSTER DYKEMA CABOT & PARTNERS, LLC$272M1
127Alaska Permanent Capital Management, LLC$269M1
128Jacobi Capital Management LLC$264M1
129Mutual Advisors, LLC$261M1
130Alberta Investment Management Corp$258M1
131NATIONAL BANK OF CANADA /FI/$257M1
132Sanctuary Advisors, LLC$256M1
133Shulman DeMeo Asset Management LLC$244M1
134Envestnet Portfolio Solutions, Inc.$240M1
135DEUTSCHE BANK AG\$239M1
136Petrus Trust Company, LTA$234M1
137DIVERSIFY WEALTH MANAGEMENT, LLC$231M1
138CITADEL ADVISORS LLC$226M1
139Valiant Capital Management, L.P.$225M1
140JANA Partners Management, LP$223M1
141PPSC Investment Service Corp$223M1
142Berkshire Money Management, Inc.$221M1
143Sand Hill Global Advisors, LLC$216M1
144Steward Partners Investment Advisory, LLC$215M1
145Schonfeld Strategic Advisors LLC$212M1
146Stratos Wealth Partners, LTD.$211M1
147DOW CHEMICAL CO /DE/$207M1
148OLD NATIONAL BANCORP /IN/$205M1
149Equitable Holdings, Inc.$204M1
150&PARTNERS$200M1
151CIBC Bancorp USA Inc.$194M1
152Spider Management Company, LLC$191M1
153Miller Investment Management, LP$190M1
154CV Advisors LLC$189M1
155Alaska Wealth Advisors, LLC$186M1
156Brookstone Capital Management$186M1
157NorthRock Partners, LLC$185M1
158KEYBANK NATIONAL ASSOCIATION/OH$185M1
159PEAVINE CAPITAL, LLC$184M1
160Pacific Capital Wealth Advisors, Inc.$182M1
161SIMON QUICK ADVISORS, LLC$180M1
162Belvedere Trading LLC$178M1
163Evolution Wealth Advisors, LLC$176M1
164Teramo Advisors, LLC$176M1
165Howard Capital Management, LLC$175M1
166Beacon Pointe Advisors, LLC$174M1
167HOLLENCREST CAPITAL MANAGEMENT$173M1
168State of Wyoming$172M1
169Hudson Bay Capital Management LP$165M1
170Clearstead Advisors, LLC$164M1
171SCOTIA CAPITAL INC.$162M1
172Independent Advisor Alliance$159M1
173Wealthfront Advisers LLC$159M1
174Squarepoint Ops LLC$158M1
175Conservest Capital Advisors, Inc.$156M1
176CREDIT AGRICOLE S A$154M1
1771ST SOURCE BANK$153M1
178Banco Santander, S.A.$153M1
179NewEdge Wealth, LLC$152M1
180Vontobel Holding Ltd.$150M1
181MILLBANK DARTMOOR PORTSMOUTH LLC$149M1
182Ballentine Partners, LLC$148M1
183WHITE MOUNTAINS INSURANCE GROUP LTD$147M1
184CITIZENS FINANCIAL GROUP INC/RI$146M1
185III Capital Management$146M1
186Ensign Peak Advisors, Inc$144M1
187Div Capital Phoenix Assets Ltd$144M1
188MBL Wealth, LLC$142M1
189BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$141M1
190Alesco Advisors, LLC, An ESL Co$138M1
191Silicon Valley Capital Partners$138M1
192Hills Bank & Trust Co$137M1
193Saudi Central Bank$137M1
194Jain Global LLC$132M1
195BAILARD, INC.$131M1
196Bleakley Financial Group, LLC$127M1
197Allworth Financial LP$124M1
198Concurrent Investment Advisors, LLC$124M1
199PINNACLE ASSOCIATES LTD$124M1
200Advisory Services Network, LLC$122M1
201TORONTO DOMINION BANK$122M1
202Mirae Asset Global Investments Co., Ltd.$120M1
203Waverly Advisors, LLC$119M1
204MUFG Bank, Ltd.$119M1
205MONETA GROUP INVESTMENT ADVISORS LLC$119M1
206Naman Capital Ltda$119M1
207Diversified Trust Co$119M1
208AIA Group Ltd$118M1
209DT Investment Partners, LLC$118M1
210North Horizon Holdings Inc.$118M1
211Aristotle Capital Management, LLC$117M1
212MONTAG A & ASSOCIATES INC$117M1
213O'SHAUGHNESSY ASSET MANAGEMENT, LLC$116M1
214DRW Securities, LLC$116M1
215GenTrust, LLC$116M1
216Csenge Advisory Group$115M1
217DIMENSION CAPITAL MANAGEMENT LLC$114M1
218TLWM$112M1
219Activest Wealth Management$111M1
220Trans-Canada Capital Inc.$111M1
221Wealthcare Advisory Partners LLC$110M1
222TANG CAPITAL MANAGEMENT LLC$109M1
223National Philanthropic Trust$109M1
224Pacific Wealth Management$109M1
225AKUNA SECURITIES LLC$109M1
226Moment Partners, LLC$109M1
227STEPHENS INC /AR/$108M1
228Marest Capital, LLC$107M1
229Savant Capital, LLC$107M1
230Manchester Capital Management LLC$107M1
231Belpointe Asset Management LLC$106M1
232Glenview Trust Co$105M1
233Consolidated Investment Group LLC$105M1
234Allspring Global Investments Holdings, LLC$104M1
235EASTERN BANK$103M1
236Sequoia Financial Advisors, LLC$103M1
237Mizuho Bank, Ltd.$103M1
238BRANDYWINE TRUST CO$101M1
239U.S. Capital Wealth Advisors, LLC$101M1
240Jordan Park Group LLC$99.6M1
241CIBC Asset Management Inc$98.3M1
242Strategic Point Investment Advisors, LLC$97.9M1
243SteelPeak Wealth, LLC$97.6M1
244Summit Financial, LLC$97.0M1
245GUGGENHEIM CAPITAL LLC$96.7M1
246Howard Capital Management Group, LLC$96.5M1
247MCF Advisors LLC$96.4M1
248Cavalier Investments, LLC$96.0M1
249RWA WEALTH PARTNERS, LLC$95.6M1
250Ally Financial Inc.$95.6M1
251RBF Capital, LLC$95.1M1
252V2 Financial group LLC$94.2M1
253Serenus Wealth Advisors, LLC$93.5M1
254SENTINEL PENSION ADVISORS, LLC$93.1M1
255Freestone Capital Holdings, LLC$92.7M1
256Rising Stella Capital Pte. Ltd$92.7M1
257Pine Valley Investments Ltd Liability Co$92.5M1
258CHOREO, LLC$91.0M1
259Fiera Capital Corp$90.9M1
260GTS SECURITIES LLC$90.3M1
261TOTAL INVESTMENT MANAGEMENT INC$89.5M1
262PUBLIC SECTOR PENSION INVESTMENT BOARD$89.5M1
263Beacon Capital Management, Inc.$88.8M1
264Urban Financial Advisory Corp$88.5M1
265WEBSTER BANK, N. A.$88.3M1
266WELLINGTON MANAGEMENT GROUP LLP$87.1M1
267Joel Isaacson & Co., LLC$87.1M1
268Schusterman Interests, LLC$87.1M1
269Cornerstone Wealth Group, LLC$87.0M1
270JOHNSON INVESTMENT COUNSEL INC$86.7M1
271COLDSTREAM CAPITAL MANAGEMENT INC$86.7M1
272UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$85.7M1
273BANQUE PICTET & CIE SA$85.2M1
274St. Louis Trust Co$85.2M1
275Berkeley Capital Partners, LLC$85.0M1
276ATTICUS WEALTH MANAGEMENT, LLC$85.0M1
277Mesirow Financial Investment Management, Inc.$84.4M1
278BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$82.5M1
279J.W. COLE ADVISORS, INC.$82.4M1
280Amundi$81.9M1
281INSIGNEO ADVISORY SERVICES, LLC$80.9M1
282FOUNDATIONS INVESTMENT ADVISORS, LLC$80.7M1
283Granger Management LLC$80.1M1
284EVOKE WEALTH, LLC$79.7M1
285Krane Funds Advisors LLC$79.5M1
286OPPENHEIMER & CO INC$78.4M1
287IFG Advisors, LLC$78.3M1
288Curi Capital, LLC$78.0M1
289BALYASNY ASSET MANAGEMENT L.P.$78.0M1
290Mill Creek Capital Advisors, LLC$77.2M1
291Atria Investments, Inc$77.0M1
292DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$76.7M1
293Financiere des Professionnels - Fonds d'investissement inc.$76.5M1
294Haverford Trust Co$75.8M1
295Headland Capital, LLC$75.7M1
296Atlantic Union Bankshares Corp$75.5M1
297Evercore Wealth Management, LLC$75.2M1
298Klingman & Associates, LLC$75.0M1
299Dakota Wealth Management$74.3M1
300Venture Visionary Partners LLC$74.0M1
301Fortitude Financial, LLC$73.4M1
302Eos Management, L.P.$72.0M1
303Stratos Wealth Advisors, LLC$71.4M1
304Kentucky Farm Bureau Mutual Insurance Co$70.9M1
305Lavaca Capital LLC$70.8M1
306Lepercq De Neuflize Asset Management LLC$70.7M1
307Farther Finance Advisors, LLC$69.7M1
308Arax Advisory Partners$69.4M1
309Azarias Capital Management, L.P.$69.2M1
310Blackstone Inc.$69.1M1
311INDEPENDENT FINANCIAL GROUP, LLC$69.0M1
312Cynosure Group, LLC$68.4M1
313Alvarez & Marsal Private Wealth Partners, LLC$68.1M1
314NOVARE CAPITAL MANAGEMENT LLC$68.0M1
315OMERS ADMINISTRATION Corp$67.5M1
316Capital Management Associates, Inc$67.4M1
317REGIONS FINANCIAL CORP$67.2M1
318ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$66.9M1
319CONNING INC.$66.4M1
320NEW ENGLAND ASSET MANAGEMENT INC$66.3M1
321Shepherd Financial Partners LLC$66.1M1
322D.A. DAVIDSON & CO.$66.0M1
323Dynasty Wealth Management, LLC$66.0M1
324Crewe Advisors LLC$65.2M1
325DV Trading LLC$65.0M1
326HMS Capital Management, LLC$64.9M1
327Fort Point Capital Partners LLC$64.8M1
328Aptus Capital Advisors, LLC$64.8M1
329Federation des caisses Desjardins du Quebec$64.6M1
330VestGen Advisors, LLC$64.6M1
331Chevy Chase Trust Holdings, LLC$64.1M1
332LGL PARTNERS, LLC$64.1M1
333HARBOUR INVESTMENTS, INC.$63.2M1
334West Financial Advisors, LLC$63.0M1
335Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$62.7M1
336Modera Wealth Management, LLC$62.3M1
337Apella Capital, LLC$62.2M1
338ING GROEP NV$62.0M1
339AE Wealth Management LLC$61.7M1
340All Terrain Financial Advisors, LLC$61.6M1
341Holocene Advisors, LP$61.2M1
342SEI INVESTMENTS CO$61.0M1
343SAPIENT CAPITAL LLC$60.9M1
344Prospera Financial Services Inc$60.6M1
345MATAURO, LLC$60.2M1
346Phoenix Financial Ltd.$60.1M1
347Westshore Wealth, LLC$60.1M1
348Choate Investment Advisors$60.0M1
349Engineers Gate Manager LP$59.0M1
350Perigon Wealth Management, LLC$58.8M1
351CUMBERLAND ADVISORS INC$58.5M1
352Summit Trail Advisors, LLC$58.4M1
3534Thought Financial Group Inc.$58.4M1
354Granby Capital Management, LLC$58.2M1
355Integrated Advisors Network LLC$58.0M1
356Cerity Partners Retirement Plan Advisors LLC$57.9M1
357Trustees of Dartmouth College$57.7M1
358Sowell Financial Services LLC$57.5M1
359Procyon Advisors, LLC$57.5M1
360Attessa Capital LLC$57.4M1
361HOWARD HUGHES MEDICAL INSTITUTE$57.4M1
362Greenhouse Wealth Management, LLC$57.1M1
363Legacy Wealth Management, LLC / MS$57.0M1
364CVS HEALTH Corp$57.0M1
365Vanguard National Trust Co$56.6M1
366REICON WEALTH ADVISORS, LLC$56.5M1
367Sigma Planning Corp$56.0M1
368Chicago Partners Investment Group LLC$55.6M1
369POTENTIA WEALTH$55.3M1
370MIO Partners, Inc.$55.2M1
371ALLIANZ SE$54.9M1
372SCHARF INVESTMENTS, LLC$54.8M1
373AUA CAPITAL MANAGEMENT, LLC$54.8M1
374Waldron Private Wealth LLC$54.4M1
375Black Swift Group, LLC$54.2M1
376Arkadios Wealth Advisors$53.9M1
377Capital International Investors$53.8M1
378Dean, Jacobson Financial Services, LLC$53.7M1
379EDMOND DE ROTHSCHILD HOLDING S.A.$53.7M1
380Nicholas Hoffman & Company, LLC.$53.4M1
381Laird Norton Wetherby Trust Company, LLC$53.2M1
382BECKER CAPITAL MANAGEMENT INC$53.1M1
383Performa Ltd (US), LLC$53.0M1
384Wilmington Savings Fund Society, FSB$52.1M1
385Aspen Grove Capital, LLC$51.7M1
386Northwest & Ethical Investments L.P.$51.7M1
387Merit Financial Group, LLC$51.6M1
388Keel Point, LLC$51.1M1
389Seal Cove Capital, LLC$51.1M1
390Arvest Bank Trust Division$50.8M1
391FIRST NATIONAL TRUST CO$50.7M1
392BARINGS LLC$50.7M1
393OPPENHEIMER ASSET MANAGEMENT INC.$50.6M1
394Caprock Group, LLC$50.6M1
395SIGNATUREFD, LLC$50.5M1
396Lebenthal Global Advisors, LLC$50.0M1
397Commonwealth Financial Services, LLC$50.0M1
398MSA Advisors, LLC$50.0M1
399FLPUTNAM INVESTMENT MANAGEMENT CO$49.9M1
400Galilei Investment Office LLP$49.9M1
401Advisor Resource Council$49.8M1
402World Investment Advisors$49.8M1
403KALEIDOSCOPE CAPITAL LP$49.8M1
404ADAR1 Capital Management, LLC$49.4M1
405Vestmark Advisory Solutions, Inc.$49.3M1
406ATALANTA SOSNOFF CAPITAL, LLC$48.8M1
407FIDELIS CAPITAL PARTNERS, LLC$48.4M1
408HENGEHOLD CAPITAL MANAGEMENT LLC$48.3M1
409Gladstone Institutional Advisory LLC$48.1M1
410Embree Financial Group$48.1M1
411McAlister, Sweet & Associates, Inc.$48.0M1
412PINKERTON WEALTH, LLC$47.9M1
413Cordoba Advisory Partners LLC$47.7M1
414Frank, Rimerman Advisors LLC$47.7M1
415YOUSIF CAPITAL MANAGEMENT, LLC$47.6M1
416Board of Trustees of The Leland Stanford Junior University$47.5M1
417Systematic Alpha Investments, LLC$47.5M1
418IPG Investment Advisors LLC$47.3M1
419Financial Solutions Advisory Group, Inc.$47.2M1
420GREAT VALLEY ADVISOR GROUP, INC.$47.1M1
421ELEMENT POINTE ADVISORS, LLC$47.0M1
422Soltis Investment Advisors LLC$46.9M1
423Robertson Stephens Wealth Management, LLC$46.9M1
424Allie Family Office LLC$46.6M1
425Purpose Unlimited Inc.$46.6M1
426STATE OF WISCONSIN INVESTMENT BOARD$46.5M1
427ZEGA Investments, LLC$46.4M1
428James J. Burns & Company, LLC$46.3M1
429Composition Wealth, LLC$46.0M1
430Addison Capital Co$45.6M1
431Archon Partners LLC$45.5M1
432Banco BTG Pactual S.A.$45.5M1
433Seven Post Investment Office LP$45.4M1
434RETIREMENT INCOME SOLUTIONS, INC$45.4M1
435SILVERCREST ASSET MANAGEMENT GROUP LLC$45.2M1
436Kozak & Associates, Inc.$45.2M1
437Pitcairn Wealth Advisors LLC$45.1M1
438FLAGSHIP HARBOR ADVISORS, LLC$45.1M1
439Madison Asset Management, LLC$44.6M1
440Clear Harbor Asset Management, LLC$44.5M1
441AXA S.A.$44.2M1
442Union Bancaire Privee, UBP SA$44.1M1
443Bleichroeder LP$44.0M1
444Tyche Wealth Partners LLC$43.7M1
445Kera Capital Partners, Inc.$43.6M1
446BENJAMIN EDWARDS INC$43.6M1
447Socha Financial Group, LLC$43.6M1
448Verger Capital Management LLC$43.5M1
449CAPITAL ADVISORS INC/OK$43.4M1
450Inscription Capital, LLC$43.3M1
451Modern Wealth Management, LLC$43.1M1
452Lutz Financial Services LLC$43.1M1
453WASHINGTON GROWTH STRATEGIES LLC$42.8M1
454Thoma Capital Management LLC$42.6M1
455Beacon Bank & Trust$42.5M1
456GUIDANCE CAPITAL, INC$42.2M1
457Proficio Capital Partners LLC$42.2M1
458Ashton Thomas Private Wealth, LLC$42.2M1
459North Star Investment Management Corp.$42.1M1
460First Nebraska Trust Co$41.6M1
461Empowered Funds, LLC$41.6M1
462Wallace Hart LLC$41.4M1
463Curtis Advisory Group, LLC$41.3M1
464WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$40.9M1
465WASHBURN CAPITAL MANAGEMENT, INC.$40.9M1
466SJBENEN ADVISORY, LLC$40.7M1
467Caldwell Trust Co$40.7M1
468Lifestyle Asset Management, Inc.$40.7M1
469Chesley Taft & Associates LLC$40.6M1
470MGO ONE SEVEN LLC$40.6M1
471Wilkerson Advisory Group LLC$40.6M1
472TSG Advice Partners, LLC$40.5M1
473Capital World Investors$40.5M1
474Western Wealth Management, LLC$40.3M1
475SNS Financial Group, LLC$40.3M1
476Capital Wealth Planning, LLC$40.2M1
477Wealth Advisory Solutions, LLC$40.2M1
478PRINCIPAL FINANCIAL GROUP INC$40.0M1
479Crestwood Advisors Group, LLC$40.0M1
480Tiller Private Wealth, Inc.$39.9M1
481Aviso Financial Inc.$39.8M1
482Orion Porfolio Solutions, LLC$39.8M1
483Verdence Capital Advisors LLC$39.5M1
484Kovack Advisors, Inc.$39.5M1
485Bridgewater Advisors Inc.$39.3M1
486Financial Partners Group, Inc$39.3M1
487Whitford Management LLC$39.3M1
488Calamos Wealth Management LLC$39.0M1
489ASSOCIATED BANC-CORP$38.9M1
490HANOVER ADVISORS INC$38.8M1
491Jackson, Grant Investment Advisers, Inc.$38.6M1
492CARY STREET PARTNERS FINANCIAL LLC$38.6M1
493Trinity Financial Advisors LLC$38.5M1
494ASPIRIANT, LLC$38.4M1
495Family Manage LLC$38.3M1
496Hapanowicz & Associates Financial Services, Inc$38.2M1
497Swiss Life Asset Management Ltd$38.1M1
498Apollon Wealth Management, LLC$38.0M1
4991832 Asset Management L.P.$37.8M1
500OneDigital Investment Advisors LLC$37.5M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on SPY

RETAINED WINDOW · ACTIVE HITS

Zero hits on SPY in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for SPY · financials and macro

Financials — as filed PLANNED

SPY's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: SPY on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing