Public ownership evidence

State Street SPDR S&P 500 ETF Trust (SPY) Ownership Disclosures

Read SPY insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

State Street SPDR S&P 500 ETF Trust: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Alternative Investment Advisors, LLC.
Report period
2026-06-30
Available
2026-09-01
Reported shares
1,101
Value (USD)
$822,327
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001172661-26-004258
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SPY fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SPY fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Alternative Investment Advisors, LLC.2026-06-302026-09-011,101$822,327None
Cornerstone Financial Management LLC2026-06-302026-08-291,541$1,150,773None
Cornerstone Financial Management LLC2026-03-312026-08-291,940$1,261,660None
Cornerstone Financial Management LLC2025-12-312026-08-291,940$1,322,925None
NWM ADVISORS, LLC2026-06-302026-08-293,578$2,671,943None
Pandowealth. LLC2025-12-312026-08-29414$282,227None
Pandowealth. LLC2026-03-312026-08-29341$221,545None
Provida Pension Fund Administrator2026-03-312026-08-29956,204$621,857,709None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-29200$111,878Call
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2970,238$39,290,263None
Deeter Investments LLP2025-12-312026-08-291,000$825Call
Corient Private Wealth LP2026-06-302026-08-281,320,123$986,504,677None
Corient Private Wealth LP2026-06-302026-08-2849,824$37,207,098None
VELA Investment Management, LLC2025-12-312026-08-2810,000$6,819,200Put
VELA Investment Management, LLC2025-12-312026-08-28327$222,988None
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co2026-06-302026-08-28200,652$57,761,941None
Redwood Investment Management, LLC2024-12-312026-08-285,241$3,072,000None
Redwood Investment Management, LLC2025-03-312026-08-2816,500$9,230,000None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28128,059$95,630,481None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28111,617$72,588,865None
BOSTON RESEARCH & MANAGEMENT INC2025-12-312026-08-287,046$4,804,997None
Reflection Asset Management2026-03-312026-08-272,850$2,043,841None
Legacy Edge Advisors, LLC2025-09-302026-08-2716,183$10,780,971None
HORAN Wealth, LLC2026-06-302026-08-279,368$6,995,835None
Principia Wealth Advisory, LLC2026-06-302026-08-27351$262,116None
Principia Wealth Advisory, LLC2026-03-312026-08-27351$228,269None
Schulz Wealth, LTD.2026-06-302026-08-271,037$775,327None
Dakota Wealth Management2025-09-302026-08-2799,364$66,196,953None
Dakota Wealth Management2025-12-312026-08-27108,098$73,717,475None
Dakota Wealth Management2026-03-312026-08-27114,199$74,271,363None
Redwood Investment Management, LLC2025-06-302026-08-2712,025$7,429,000None
Redwood Investment Management, LLC2025-09-302026-08-279,120$5,977,000None
Redwood Investment Management, LLC2025-12-312026-08-275,033$3,432,000None
Giverny Capital Inc.2026-06-302026-08-272,294$1,713,090None
BOSTON RESEARCH & MANAGEMENT INC2026-03-312026-08-277,006$4,556,462None
Advus Financial Partners, LLC2026-06-302026-08-26795$593,469None
Advus Financial Partners, LLC2026-03-312026-08-26598$389,043None
Advus Financial Partners, LLC2025-12-312026-08-26652$444,417None
Advus Financial Partners, LLC2025-09-302026-08-26652$434,159None
Advus Financial Partners, LLC2025-06-302026-08-26652$402,634None
Advus Financial Partners, LLC2025-03-312026-08-26682$381,291None
Advus Financial Partners, LLC2024-12-312026-08-26682$399,453None
Advus Financial Partners, LLC2024-09-302026-08-26685$392,749None
Advus Financial Partners, LLC2024-06-302026-08-26769$418,759None
Advus Financial Partners, LLC2024-03-312026-08-26769$402,458None
Advus Financial Partners, LLC2023-12-312026-08-26778$369,820None
Advus Financial Partners, LLC2023-09-302026-08-26898$383,877None
Advus Financial Partners, LLC2023-06-302026-08-26898$398,065None
Advus Financial Partners, LLC2023-03-312026-08-26898$367,632None
Advus Financial Partners, LLC2022-12-312026-08-261,029$393,520None

90-day public filing window, up to 50 source positions.

Alternative Investment Advisors, LLC. ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗NWM ADVISORS, LLC ↗Pandowealth. LLC ↗Pandowealth. LLC ↗Provida Pension Fund Administrator ↗B. Riley Wealth Advisors, Inc. ↗B. Riley Wealth Advisors, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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