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Disclosery

SPY STATE STR SPDR S&P 500 ETF T

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SHS (fund), issuer CIK 884394

4,196 managers (4,236 13F filers) reported a position in SPY shares at 2024-12-31, 586,503,728 shares in all. 165 filers opened a position and 98 filers sold out during the quarter.

Managers
4,196
13F filers
4,236
New
165
Added
1,670
Reduced
1,471
Sold out
98
Shares held by filers
586,503,728

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
M1 Capital Management LLC8,023$4.7M2.54%13F-HRTimeline
Rialto Wealth Management, LLC8,019$4.7M1.55%13F-HRTimeline
Alpha Wealth Funds, LLC8,015$4.7M4.92%13F-HRTimeline
TODD ASSET MANAGEMENT LLC8,017$4.7M0.11%new13F-HRTimeline
Chicago Capital, LLC7,989$4.68M0.12%+1,02713F-HRTimeline
CONGRESS ASSET MANAGEMENT CO7,984$4.68M0.03%+4,32913F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC7,965$4.67M2.53%013F-HRTimeline
Jackson Hole Capital Partners, LLC7,965$4.67M0.94%013F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC7,947$4.66M5.11%new13F-HRTimeline
Peachtree Investment Partners, LLC7,904$4.63M1.74%-12013F-HRTimeline
Cohen Capital Management, Inc.7,895$4.63M0.77%-1913F-HRTimeline
EPIQ Capital Group, LLC7,868$4.63M1.21%+16413F-HRTimeline
Family Legacy, Inc.7,848$4.63M1.57%-10113F-HRTimeline
TruWealth Advisors, LLC7,885$4.62M0.28%-4413F-HRTimeline
Tempus Wealth Planning, LLC7,878$4.62M1.41%+82213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…7,875$4.62M0.01%+59413F-HRTimelineGroup
Clientfirst Wealth Management, LLC7,861$4.61M4.66%13F-HRTimeline
Pegasus Asset Management, Inc.7,849$4.6M1.73%-12613F-HRTimeline
Single Point Partners, LLC7,832$4.59M1.06%-1213F-HRTimeline
MIdWestOne Financial Group, Inc.7,820$4.58M0.64%+25813F-HRTimeline
Peak Planning Group, LLC7,786$4.56M1.9%-16713F-HRTimeline
ELCO Management Co., LLC7,776$4.56M2.39%-1813F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC7,473$4.56M1.66%13F-HRTimeline
Total Clarity Wealth Management, Inc.7,771$4.55M1.48%+14513F-HRTimeline
Evernest Financial Advisors, LLC7,763$4.55M1.18%-58513F-HRTimeline
Climber Capital SA7,735$4.53M3.73%13F-HRTimeline
Weinberger Asset Management, Inc7,694$4.51M1.88%-23213F-HRTimeline
Crossmark Global Holdings, Inc.7,691$4.51M0.08%+5,73313F-HRTimeline
Long Run Wealth Advisors, LLC7,684$4.5M1.08%-7513F-HRTimeline
Delta Investment Management, LLC7,654$4.49M0.87%-89213F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC7,650$4.48M0.35%+3413F-HRTimeline
POWER WEALTH MANAGEMENT LLC7,647$4.48M1.87%-6513F-HRTimeline
Chesapeake Wealth Management7,631$4.47M1.53%-27413F-HRTimeline
Coastal Bridge Advisors, LLC7,603$4.46M1.12%+1213F-HRTimeline
Charter Oak Capital Management, LLC7,587$4.45M0.41%-62513F-HRTimeline
Mirabaud & Cie SA7,585$4.44M1.43%-6,81413F-HRTimeline
CATALYST PRIVATE WEALTH, LLC7,566$4.43M1.97%+16213F-HRTimeline
Avalon Trust Co7,550$4.42M0.31%-13013F-HRTimeline
Arrowroot Family Office, LLC7,531$4.41M2.3%+1,07313F-HRTimeline
Madden Advisory Services, Inc.7,522$4.41M2.05%-7913F-HRTimeline
WOODSTOCK CORP7,517$4.41M0.42%+8313F-HRTimeline
Two Point Capital Management, Inc.7,287$4.39M1.57%-1613F-HRTimeline
Goldstone Financial Group, LLC7,491$4.39M0.69%+713F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …7,486$4.39M0.35%-8613F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC7,479$4.38M1.63%+28613F-HRTimeline
Tanglewood Legacy Advisors, LLC7,478$4.38M1.87%+2213F-HRTimeline
CMT Capital Markets Trading GmbHin group CMT Capital Markets Trading G…7,474$4.38M2.61%new13F-HRTimelineGroup
Aegis Wealth Management LLC7,470$4.38M2.96%13F-HRTimeline
Allegheny Financial Group7,444$4.36M1.12%+28013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC7,444$4.36M1.85%-34713F-HRTimeline
Alley Investment Management Company, LLC7,441$4.36M0.55%+2213F-HRTimeline
AtlasMark Financial, Inc7,430$4.35M4%-10013F-HRTimeline
Coastwise Capital Group, LLC7,421$4.35M3.48%+30813F-HRTimeline
Journey Beyond Wealth, LLC7,420$4.35M4.09%13F-HRTimeline
Twin Lakes Capital Management, LLC7,404$4.34M2.78%-6313F-HRTimeline
Second Half Financial Partners, LLC7,400$4.34M2.12%+28413F-HRTimeline
Hamilton Point Investment Advisors, LLC7,369$4.33M0.78%+8013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp7,351$4.31M0.41%-413F-HRTimelineGroup
Resolute Wealth Strategies, LLC7,351$4.31M2.22%-213F-HRTimeline
STEPH & CO7,349$4.31M1.45%-1,06913F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding7,339$4.3M+818Timeline
Pasadena Private Wealth, LLC7,333$4.3M0.88%+13213F-HRTimeline
PURSUE WEALTH PARTNERS LLC7,329$4.3M2.46%-19613F-HRTimeline
BARRETT & COMPANY, INC.7,327$4.29M1.81%+10613F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC7,306$4.28M1%-3813F-HRTimeline
STRATEGIC INVESTMENT MANAGEMENT, LLC7,300$4.28M1.48%013F-HRTimeline
1607 Capital Partners, LLC7,265$4.26M0.34%-10,03513F-HRTimeline
Arax Advisory Partners7,254$4.25M0.27%+1,60713F-HRTimeline
Canoe Financial LP2,345$4.25M0.07%new13F-HRTimeline
Sunesis Advisors, LLC7,207$4.22M2.57%013F-HRTimeline
Beacon Financial Advisory LLC7,207$4.22M1.37%+3913F-HRTimeline
KIRR MARBACH & CO LLC /IN/7,173$4.22M0.91%new13F-HRTimeline
D L CARLSON INVESTMENT GROUP INC7,188$4.21M0.75%+19613F-HRTimeline
SOL Capital Management CO7,186$4.21M0.47%+65513F-HRTimeline
DHJJ Financial Advisors, Ltd.7,182$4.21M1.64%-31513F-HRTimeline
Aldebaran Financial Inc.7,150$4.21M4.92%-1,25613F-HRTimeline
Atlas Legacy Advisors, LLC7,163$4.2M1.02%13F-HRTimeline
Semus Wealth Partners LLC7,157$4.19M2.78%+7513F-HRTimeline
Capital Wealth Alliance, LLC7,152$4.19M2.38%+72713F-HRTimeline
CTC Alternative Strategies, Ltd.7,152$4.19M5.43%new13F-HRTimeline
Baldwin Investment Management, LLC7,147$4.19M0.55%013F-HRTimeline
Mengis Capital Management, Inc.7,144$4.19M0.86%-9213F-HRTimeline
Platform Technology Partners7,125$4.18M1.27%+4513F-HRTimeline
Hassell Wealth Management, LLC6,904$4.17M1.68%-9113F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC7,087$4.17M0.58%+53113F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC7,116$4.17M1.01%+213F-HR/ATimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC7,113$4.17M0.06%+6,32513F-HRTimelineGroup
NORTHEAST INVESTMENT MANAGEMENT7,108$4.17M0.18%+1,53013F-HRTimeline
Wynn Capital, LLC7,100$4.16M2.63%-1513F-HRTimeline
Signature Wealth Management Partners, L…7,072$4.14M2.85%+1513F-HRTimeline
NVWM, LLC7,053$4.13M1.04%-1,33013F-HRTimeline
Generation Capital Management LLC7,051$4.13M3.54%13F-HRTimeline
Cerro Pacific Wealth Advisors LLC7,186$4.12M1.36%+1,50213F-HRTimeline
Revolve Wealth Partners, LLC7,034$4.12M0.61%+68513F-HR/ATimeline
Sandy Cove Advisors, LLC7,023$4.12M1.62%-1,30813F-HRTimeline
Heritage Investment Group, Inc.7,005$4.11M0.77%+213F-HRTimeline
Opal Wealth Advisors, LLC7,000$4.1M1.23%+213F-HRTimeline
Horan Capital Advisors, LLC.6,987$4.09M1.38%+28313F-HRTimeline
Nikulski Financial, Inc.6,978$4.09M1.2%-1,10613F-HRTimeline
Marks Group Wealth Management, Inc6,977$4.09M0.4%+46413F-HRTimeline
Pictet North America Advisors SA6,964$4.08M0.39%-8913F-HRTimeline
EVERETT HARRIS & CO /CA/6,962$4.08M0.05%+47813F-HRTimeline
State of Alaska, Department of Revenue6,952$4.07M0.05%-16,62113F-HRTimeline
Zions Bancorporation, N.A.6,948$4.07M0.26%+1013F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding6,947$4.07MnewTimeline
Clarendon Private LLC6,943$4.07M4.26%13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC6,937$4.07M1.72%+29013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC6,934$4.06M1.12%+6,16713F-HRTimeline
Ranch Capital Advisors Inc.6,912$4.06M1.92%-24613F-HRTimeline
Austin Asset Management Co Inc6,889$4.04M0.8%+18613F-HRTimeline
BRAUN STACEY ASSOCIATES INC6,884$4.03M0.15%-91213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,876$4.03M0.34%+5,90913F-HRTimelineGroup
Onyx Bridge Wealth Group LLC6,867$4.02M0.58%+41013F-HRTimeline
Cascades Capital Asset Management, LLC6,852$4.02M2.14%+413F-HRTimeline
Clear Point Advisors Inc.6,825$4M3.42%-613F-HRTimeline
Waterfront Wealth Inc.6,814$3.99M0.97%+10913F-HRTimeline
Texas Capital Bancshares Inc/TX6,811$3.99M1.61%013F-HRTimeline
Ironclad Investments LLC6,805$3.99M2.33%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,793$3.98M0.24%+4013F-HRTimeline
Edge Wealth Management LLC6,788$3.98M0.81%+16413F-HRTimeline
Savvy Advisors, Inc.6,781$3.97M0.48%+2,55013F-HRTimeline
Reynders McVeigh Capital Management, LLC6,778$3.97M0.21%-7613F-HRTimeline
Continuum Advisory, LLC6,775$3.97M0.51%-18313F-HRTimeline
Spectrum Wealth Advisory Group, LLC6,751$3.96M1.87%+75613F-HRTimeline
Blankinship & Foster, LLC6,745$3.95M0.97%+1,08513F-HRTimeline
FIRST UNITED BANK & TRUST6,718$3.94M1.43%-14513F-HRTimeline
TrinityPoint Wealth, LLC6,717$3.94M0.55%+1,00313F-HRTimeline
Cullen Capital Management, LLC6,698$3.93M0.05%+5,57213F-HRTimeline
Richmond Investment Services, LLC6,680$3.91M2.2%13F-HRTimeline
Resurgent Financial Advisors LLC6,680$3.91M2.31%+68213F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.6,636$3.9M1.94%-9513F-HRTimeline
SeaBridge Investment Advisors LLC6,655$3.9M0.82%+2,00013F-HRTimeline
Alpha Cubed Investments, LLC6,652$3.9M0.18%+1,00913F-HRTimeline
Topsail Wealth Management, LLC6,648$3.9M0.83%13F-HRTimeline
Pines Wealth Management, LLC6,690$3.88M1.69%13F-HRTimeline
Farmers National Bank6,624$3.88M1.13%13F-HRTimeline
Sequent Asset Management, LLC6,617$3.88M1.91%+25813F-HRTimeline
Rossmore Private Capital6,608$3.87M0.48%-19213F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE6,602$3.87M1.15%013F-HRTimeline
ArchPoint Investors6,579$3.87M1.27%013F-HRTimeline
Enclave Advisors LLC6,586$3.86M0.64%-8213F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC6,583$3.86M2.09%-6013F-HRTimeline
Insight Wealth Strategies, LLC6,559$3.84M0.52%+2,03913F-HRTimeline
Fragasso Financial Advisors Inc6,557$3.84M0.29%-2413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC6,541$3.83M0.3%-49513F-HRTimeline
White Knight Strategic Wealth Advisors,…6,534$3.83M1.6%+3,65413F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.6,520$3.82M0.33%-1213F-HRTimeline
Sonora Investment Management Group, LLC6,518$3.82M0.29%-19613F-HRTimeline
Willis Johnson & Associates, Inc.6,518$3.82M0.29%+89413F-HRTimeline
Pitti Group Wealth Management, LLC6,513$3.82M3.87%+34913F-HRTimeline
KFA Private Wealth Group, LLC6,502$3.81M1.6%+1,38013F-HRTimeline
Baker Ellis Asset Management LLC6,502$3.81M0.56%+2613F-HRTimeline
Highlander Partners, L.P.6,500$3.81M2.16%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.6,498$3.81M0.47%-15613F-HRTimeline
SC&H Financial Advisors, Inc.6,497$3.81M0.79%-26913F-HRTimeline
Net Worth Advisory Group6,482$3.8M1.15%+3,51613F-HRTimeline
SONATA CAPITAL GROUP INC6,479$3.8M1.57%+29913F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/6,472$3.79M0.23%+1713F-HRTimeline
Cascade Financial Partners, LLC6,465$3.79M0.49%-13813F-HRTimeline
Northwest Bancshares, Inc.6,451$3.78M0.7%-26013F-HRTimeline
American State Bank (Iowa)6,450$3.78M2.28%013F-HRTimeline
Abacus Planning Group, Inc.6,449$3.78M0.66%+113F-HRTimeline
CERTUITY, LLC6,446$3.78M0.41%-6,59913F-HRTimeline
Paradigm, Strategies in Wealth Manageme…6,446$3.78M2.49%-28413F-HRTimeline
Affiance Financial, LLC6,440$3.77M0.9%+3213F-HRTimeline
BOK Financial Private Wealth, Inc.6,417$3.77M0.27%+3,30613F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.6,433$3.77M0.28%+22813F-HRTimelineGroup
Clark Capital Management Group, Inc.6,430$3.77M0.03%-2,58913F-HRTimeline
Financial Perspectives, Inc6,418$3.76M1.26%+9613F-HRTimeline
Traynor Capital Management, Inc.6,399$3.75M0.29%-18013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.6,390$3.75M1.12%-66513F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC6,380$3.74M0.65%-13413F-HRTimeline
Wealthspire Retirement, LLC6,369$3.73M0.29%+63913F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC6,346$3.73M0.34%-9213F-HRTimelineGroup
First Interstate Bank6,356$3.73M0.23%+19313F-HRTimeline
Winch Advisory Services, LLC6,352$3.72M0.97%+5613F-HRTimeline
Drucker Wealth 3.0, LLC6,331$3.71M0.86%-213F-HR/ATimeline
Plancorp, LLC6,329$3.71M0.15%-4513F-HRTimeline
Sterling Financial Group, Inc.6,328$3.71M1.38%-59513F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC6,326$3.71M0.21%+43013F-HRTimeline
Castleview Partners, LLC6,339$3.71M2%-6713F-HR/ATimeline
Breed's Hill Capital LLC6,321$3.7M1.94%-813F-HRTimeline
Bray Capital Advisors6,318$3.7M1%-4113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,317$3.7M0.5%+65413F-HRTimeline
FAGAN ASSOCIATES, INC.6,313$3.7M0.59%+8813F-HRTimeline
Cooper Financial Group6,309$3.7M0.45%+44813F-HRTimeline
Stephenson & Company, Inc.6,301$3.69M2.49%-413F-HRTimeline
OFC FINANCIAL PLANNING, LLC6,300$3.69M3.89%13F-HRTimeline
Investmark Advisory Group LLC6,287$3.69M1.81%+2013F-HRTimeline
Lionshead Wealth Management, LLC6,284$3.68M2.66%13F-HRTimeline
SAGE FINANCIAL GROUP INC6,279$3.68M0.3%-51213F-HRTimeline
Callan Capital, LLC6,257$3.67M0.27%-1,31513F-HRTimeline
BCM ADVISORS, LLC6,068$3.67M0.82%-3413F-HRTimeline
KELLEHER FINANCIAL ADVISORS6,253$3.66M1.38%-10013F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.6,252$3.66M0.68%+44513F-HRTimeline
Councilmark Asset Management, LLC6,245$3.66M2.46%013F-HRTimeline
Hillman Capital Management, Inc.6,236$3.65M1.36%+4,00813F-HRTimeline
Security Financial Services, INC.6,232$3.65M0.74%-6913F-HRTimeline
Orgel Wealth Management, LLC6,231$3.65M0.1%-213F-HRTimeline
F&V Capital Management, LLC6,226$3.65M0.96%013F-HRTimeline