Skip to content
Disclosery

SPY STATE STR SPDR S&P 500 ETF T

Follow

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
M.E. ALLISON & CO., INC.6,211$3.64M4.01%13F-HRTimeline
Prasad Wealth Partners, LLC6,209$3.64M1.18%13F-HRTimeline
REDW Wealth LLC6,203$3.64M1.26%-5,85713F-HRTimeline
Pullen Investment Management, LLC6,198$3.63M2.36%+28513F-HRTimeline
Mason & Associates, LLC6,170$3.62M1.08%-14713F-HRTimeline
Stonebridge Financial Group, LLC6,170$3.62M0.4%13F-HRTimeline
Forza Wealth Management, LLC6,168$3.61M1.65%013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.6,156$3.61M1.47%-6113F-HRTimeline
Cahill Wealth Management, LLC6,152$3.61M1.84%+113F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK6,278$3.6M0.32%013F-HRTimeline
Phillips Wealth Planners LLC6,199$3.6M3.59%+5,69913F-HRTimeline
Abacus Wealth Partners, LLC6,115$3.58M0.54%-31213F-HRTimeline
Rollins Financial Advisors, LLC6,097$3.57M0.56%-5313F-HRTimeline
Raub Brock Capital Management LP6,086$3.57M0.76%new13F-HRTimeline
Octavia Wealth Advisors, LLC6,057$3.56M0.43%-6613F-HRTimeline
Catalina Capital Group, LLC6,067$3.56M1.17%+2013F-HRTimeline
PDS Planning, Inc6,056$3.55M0.32%-18813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,026$3.54M0.88%+32713F-HRTimelineGroup
Northside Capital Management, LLC6,046$3.54M0.94%013F-HRTimeline
Silvant Capital Management LLC6,045$3.54M0.15%013F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.6,040$3.54M0.02%013F-HRTimelineGroup
Moneda S.A. Administradora General de F…6,039$3.54M3.68%+37813F-HRTimeline
Executive Wealth Management, LLC6,035$3.54M0.28%+74313F-HRTimeline
Cape Investment Advisory, Inc.6,035$3.54M1.38%+1,08813F-HRTimeline
Jackson Wealth Management, LLC6,015$3.52M0.4%+1,82613F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.6,000$3.52M0.01%+1,00013F-HRTimelineGroup
SAXON INTERESTS, INC.5,987$3.51M1.54%+1213F-HRTimeline
Jaffetilchin Investment Partners, LLC5,985$3.51M0.25%+19813F-HRTimeline
MAYPORT, LLC5,976$3.5M1.03%+3,78113F-HRTimeline
Gemmer Asset Management LLC5,973$3.5M0.34%+18813F-HRTimeline
Essex LLC5,960$3.49M0.73%+1713F-HRTimeline
ARMSTRONG HENRY H ASSOCIATES INC5,956$3.49M0.35%-3413F-HRTimeline
M3 Advisory Group, LLC5,954$3.49M2.5%+4013F-HRTimeline
Ironwood Investment Counsel, LLC5,953$3.49M0.6%-47913F-HRTimeline
Red Door Wealth Management, LLC5,952$3.49M0.53%+1,77413F-HRTimeline
Oribel Capital Management, LP5,950$3.49M0.24%-25013F-HRTimeline
W ADVISORS, LLC5,950$3.49M2.16%-1813F-HRTimeline
Mystic Asset Management, Inc.5,944$3.48M0.93%+2613F-HRTimeline
Significant Wealth Partners LLC5,938$3.48M1.8%+2,54613F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV5,930$3.48M2%013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS5,929$3.47M1.48%013F-HRTimeline
Towerpoint Wealth, LLC5,927$3.47M1.7%-5613F-HRTimeline
Abound Wealth Management5,920$3.47M1.11%+29613F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC5,878$3.46M0.46%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC5,896$3.46M1.46%13F-HRTimeline
Gold Investment Management Ltd.5,878$3.44M1.45%-62313F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC5,872$3.44M0.25%-17113F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV5,766$3.44M1.34%13F-HRTimeline
Kelman-Lazarov, Inc.5,865$3.44M0.62%-37113F-HRTimeline
Evergreen Advisors, LLC5,864$3.44M0.94%-1,25913F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp5,862$3.44M0.02%-20713F-HRTimelineGroup
Outlook Wealth Advisors, LLC5,861$3.44M0.99%-44713F-HRTimeline
CWS Financial Advisors, LLC5,861$3.43M1.11%new13F-HRTimeline
JACKSON SQUARE CAPITAL, LLC5,860$3.43M0.83%-7013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC5,860$3.43M0.15%+10713F-HRTimeline
REDMONT WEALTH ADVISORS LLC5,853$3.43M5.93%+54513F-HRTimeline
RPS ADVISORY SOLUTIONS LLC5,851$3.43M2.13%-2,28513F-HRTimeline
BridgePort Financial Solutions, LLC5,841$3.42M1.55%13F-HRTimeline
XML Financial, LLC5,807$3.4M0.31%+78913F-HRTimeline
Waycross Investment Management Co5,802$3.4M3.58%-6013F-HRTimeline
Raab & Moskowitz Asset Management LLC5,794$3.4M0.83%013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …5,790$3.39M0.51%+87013F-HRTimeline
High Falls Advisors, Inc5,786$3.39M0.79%-24013F-HRTimeline
Keebeck Wealth Management5,742$3.38M0.49%+74713F-HRTimeline
Parisi Gray Wealth Management5,746$3.37M1.07%+7213F-HRTimeline
Tillman Hartley LLC5,741$3.36M0.97%013F-HRTimeline
DUNCKER STREETT & CO INC5,737$3.36M0.62%-62513F-HRTimeline
Weaver Consulting Group5,728$3.36M1.03%+1613F-HRTimeline
Cornerstone Advisory, LLC5,506$3.36M0.38%-32313F-HRTimeline
Fairhaven Wealth Management, LLC5,716$3.35M1.05%013F-HRTimeline
LIBRA WEALTH LLC5,703$3.34M1.3%013F-HRTimeline
SkyView Investment Advisors, LLC5,700$3.34M0.53%013F-HRTimeline
Westside Investment Management, Inc.5,684$3.33M0.7%+1213F-HRTimeline
PARK NATIONAL CORP /OH/5,673$3.32M0.12%-38513F-HRTimeline
Ameraudi Asset Management, Inc.5,670$3.32M1.83%-1,93213F-HRTimeline
Atlatl Advisers LLC5,668$3.32M1.95%13F-HRTimeline
Lifeworks Advisors, LLC5,668$3.32M0.6%-7913F-HRTimeline
Bellevue Group AGin group Bellevue Group AG5,660$3.32M0.06%new13F-HRTimelineGroup
Smith Salley Wealth Management5,651$3.31M0.21%+2,03813F-HRTimeline
CITY HOLDING CO5,644$3.31M0.47%-10213F-HRTimeline
Breakwater Capital Group5,639$3.3M0.66%-6113F-HRTimeline
CAPITAL CITY TRUST CO/FL5,636$3.3M0.82%-44113F-HRTimeline
Tradition Wealth Management, LLC5,593$3.28M0.29%+97913F-HRTimeline
TRUE Private Wealth Advisors5,588$3.28M0.4%+14713F-HRTimeline
Capital Asset Advisory Services LLC5,532$3.27M0.16%-17113F-HRTimeline
Gilbert & Cook, Inc.5,571$3.27M0.46%-13913F-HRTimeline
Kraft, Davis & Associates, LLC5,414$3.26M0.93%-43113F-HRTimeline
Merrion Investment Management Co, LLC5,570$3.26M2.27%013F-HRTimeline
Ascent Wealth Partners, LLC5,563$3.26M0.44%-5313F-HRTimeline
Q3 Asset Management5,554$3.25M2.02%-23613F-HRTimeline
Advanced Asset Management Advisors Inc5,536$3.24M0.85%+8913F-HRTimeline
MITCHELL SINKLER & STARR/PA5,530$3.24M0.86%-1,25013F-HRTimeline
MEKETA INVESTMENT GROUP INC /ADV5,527$3.24M7.26%13F-HRTimeline
ISTHMUS PARTNERS, LLC5,525$3.24M0.39%+3,95113F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp5,509$3.23M0.2%-36413F-HRTimelineGroup
Albar Capital Partners LLP5,507$3.23M0.78%13F-HRTimeline
Acropolis Investment Management, LLC5,497$3.22M0.19%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC5,487$3.22M0.4%-1713F-HRTimeline
WARNER FINANCIAL, INC5,472$3.21M1.38%-9113F-HRTimeline
Horizon Investment Services, LLC5,462$3.2M1.36%-11913F-HRTimeline
Wallington Asset Management, LLC5,456$3.2M0.46%-43013F-HRTimeline
MIDDLETON & CO INC/MA5,447$3.19M0.35%+13113F-HRTimeline
Capital Research Global Investorsin group Capital Research Global Inves…5,427$3.19M<0.01%+1,87713F-HRTimelineGroup
Williams & Novak Wealth Management, LLC5,445$3.19M3.08%+21413F-HRTimeline
Merriman Wealth Management, LLC5,424$3.19M0.13%+17913F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI5,434$3.18M0.17%+24313F-HRTimeline
Geometric Wealth Advisors5,429$3.18M0.58%+13313F-HRTimeline
Mason Investment Advisory Services, Inc.5,422$3.18M0.19%+713F-HRTimeline
Greykasell Wealth Strategies, Inc.5,415$3.17M1.76%13F-HRTimeline
Worth Financial Advisory Group, LLC5,406$3.17M1.95%-86013F-HRTimeline
Leeward Financial Partners, LLC5,404$3.17M1.13%+19013F-HRTimeline
Checchi Capital Advisers, LLC5,388$3.16M0.24%+10613F-HRTimeline
Sivia Capital Partners, LLC5,380$3.15M1.57%013F-HRTimeline
Ulland Investment Advisors, LLC5,379$3.15M2.01%+1,73113F-HRTimeline
CHILTON INVESTMENT CO INC.5,375$3.15M0.08%+95313F-HRTimeline
Summit Place Financial Advisors, LLC5,372$3.15M1.79%+25613F-HRTimeline
Lion Street Advisors, LLC5,367$3.14M1%+913F-HRTimeline
Horizon Wealth Management, LLC5,357$3.14M0.55%-11,27913F-HRTimeline
Harbour Capital Advisors, LLC5,295$3.13M0.7%+7013F-HRTimeline
Strategic Financial Concepts, LLC5,346$3.13M0.6%-50213F-HR/ATimeline
Summit Financial Wealth Advisors, LLC5,239$3.13M0.61%+5613F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC5,340$3.13M0.66%-1013F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…5,333$3.13M2.38%-5213F-HRTimeline
1834 INVESTMENT ADVISORS CO5,333$3.13M0.4%-313F-HRTimeline
Stevard, LLC5,324$3.12M11.65%013F-HRTimeline
WATERS PARKERSON & CO., LLC5,321$3.12M0.16%-2013F-HRTimeline
East Coast Asset Management, LLC.5,319$3.12M1.04%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.5,317$3.12M0.33%-30313F-HRTimeline
Optivise Advisory Services LLC5,316$3.12M1.68%+31413F-HRTimeline
McIlrath & Eck, LLC5,313$3.11M0.4%-42513F-HRTimeline
EAGLE WEALTH STRATEGIES LLC5,308$3.11M2.25%+92413F-HRTimeline
Verum Partners LLC5,303$3.11M0.89%+1013F-HRTimeline
SITTNER & NELSON, LLC5,300$3.11M1.35%+13213F-HRTimeline
EPIQ PARTNERS, LLC5,269$3.09M1.67%-25513F-HRTimeline
New Century Financial Group, LLC5,215$3.09M1.31%-9,98813F-HRTimeline
Rede Wealth, LLC5,249$3.08M1.18%-8313F-HRTimeline
Douglass Winthrop Advisors, LLC5,248$3.08M0.06%+2613F-HRTimeline
Compass Wealth Management LLC5,245$3.07M0.74%+11413F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…5,241$3.07M0.3%+18013F-HR/ATimelineGroup
Secure Asset Management, LLC5,236$3.07M0.47%+21413F-HRTimeline
Alaethes Wealth, LLC5,203$3.06M1.09%+2,25213F-HRTimeline
MCDANIEL TERRY & CO5,203$3.05M0.25%013F-HRTimeline
Paladin Advisory Group, LLC5,202$3.05M2.33%-3713F-HRTimeline
Financial Advisors Network, Inc.5,200$3.05M0.51%13F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC5,192$3.04M0.8%+69213F-HRTimeline
Peterson Wealth Services5,192$3.04M0.91%+213F-HRTimeline
Strait & Sound Wealth Management LLC5,188$3.04M1.41%-5713F-HRTimeline
Retireful, LLC5,183$3.04M1.71%-11,00613F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP5,174$3.03M0.58%+4713F-HRTimeline
Next Capital Management LLC5,165$3.03M1.24%-10813F-HRTimeline
WATERSHED PRIVATE WEALTH LLC5,168$3.03M1.18%013F-HRTimeline
Ironwood Financial, llc5,160$3.02M0.63%-11213F-HRTimeline
Wood Tarver Financial Group, LLC5,159$3.02M1.01%13F-HRTimeline
HARMONY ASSET MANAGEMENT LLC5,152$3.02M1.2%-21813F-HRTimeline
Summit Financial Strategies, Inc.5,151$3.02M0.33%-5813F-HRTimeline
Patton Albertson Miller Group, LLC5,138$3.01M0.4%-6913F-HRTimeline
Grange Capital, LLC5,125$3M3.15%13F-HRTimeline
Shared Vision Wealth Group LLC5,117$3M1.58%+3913F-HRTimeline
Cottage Street Advisors LLC5,115$3M1.56%-7113F-HRTimeline
Sather Financial Group Inc5,112$3M0.19%-7813F-HRTimeline
BANK OZK5,109$2.99M1.24%-15613F-HRTimeline
BANTAMAC CAPITAL, LLC5,094$2.99M1.34%+40013F-HRTimeline
WealthShield Partners, LLC5,078$2.98M0.42%-93813F-HRTimeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…5,083$2.98M0.56%new13F-HRTimeline
Wealthquest Corp5,081$2.98M0.24%013F-HRTimeline
Schneider Downs Wealth Management Advis…5,078$2.98M0.56%+69913F-HRTimeline
Wealth Management Partners, LLC5,062$2.97M1.28%+3913F-HRTimeline
Verus Financial Partners, Inc.5,110$2.97M0.33%+213F-HRTimeline
Evensky & Katz LLC5,059$2.96M0.19%+8313F-HRTimeline
BEARING POINT CAPITAL, LLC5,052$2.96M0.62%13F-HRTimeline
Center for Financial Planning, Inc.5,052$2.96M0.4%-113F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …5,050$2.96M0.7%013F-HRTimelineGroup
Strategic Advisors LLC5,047$2.96M0.53%+13613F-HRTimeline
HOLDERNESS INVESTMENTS CO5,047$2.96M0.65%-19613F-HRTimeline
SOA Wealth Advisors, LLC.5,025$2.95M0.54%-7613F-HR/ATimeline
WealthPlan Investment Management, LLC5,024$2.94M0.29%+1,79313F-HRTimeline
ROVIN CAPITAL /UT/ /ADV5,020$2.94M1.06%-3713F-HRTimeline
Asset Management Group, Inc.5,014$2.94M0.52%-8713F-HRTimeline
Visionary Wealth Advisors5,000$2.93M0.17%-18913F-HRTimeline
Erickson Financial Group, LLC4,981$2.92M2.08%-6913F-HRTimeline
Asset Allocation & Management Company, …4,979$2.92M1.6%013F-HRTimeline
Tudor Financial Inc.4,963$2.91M1.7%+13913F-HRTimeline
PBMares Wealth Management LLC4,959$2.91M0.59%+7613F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC4,958$2.91M0.46%+71213F-HRTimeline
Waterway Wealth Management, LLC4,956$2.9M1.28%+3613F-HRTimeline
Financial Synergies Wealth Advisors, In…4,955$2.9M0.36%+16813F-HRTimeline
IFC Advisors LLC4,944$2.9M0.63%13F-HRTimeline
Beaird Harris Wealth Management, LLC4,940$2.9M0.25%+22213F-HRTimeline
Flaharty Asset Management, LLC4,939$2.89M0.42%-33113F-HRTimeline
BHK Investment Advisors, LLC4,939$2.89M1.09%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC4,933$2.89M0.28%+3613F-HRTimeline
Ellevest, Inc.4,923$2.89M0.17%-5,82113F-HRTimeline
Aviance Capital Partners, LLC4,915$2.88M0.4%-20713F-HRTimeline
McAlister, Sweet & Associates, Inc.4,901$2.87M2.04%-2913F-HRTimeline
Centricity Wealth Management, LLC4,881$2.86M2.67%13F-HRTimeline
Pavion Blue Capital, LLC4,880$2.86M1.34%-2513F-HRTimeline
Beaumont Financial Advisors, LLC4,874$2.86M0.21%-5413F-HRTimeline
Mathes Company, Inc.4,870$2.85M1.04%-6013F-HRTimeline
Olistico Wealth, LLC4,867$2.85M1.66%+19613F-HRTimeline
TruNorth Capital Management, LLC4,864$2.85M0.78%-42113F-HRTimeline