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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
Lynx Investment Advisory4,856$2.85M1.94%+1,45613F-HRTimeline
CADINHA & CO LLC4,854$2.84M0.47%+12813F-HRTimeline
Private Wealth Group, LLC4,852$2.84M1.39%013F-HRTimeline
NAPA WEALTH MANAGEMENT4,843$2.84M1.23%+3,57013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,817$2.82M0.23%+1,28913F-HR/ATimeline
NOTTINGHAM ADVISORS, INC.4,811$2.82M0.36%-19513F-HRTimeline
TBH Global Asset Management, LLC4,807$2.82M0.67%+2513F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC4,806$2.82M2.8%13F-HRTimeline
SEARLE & CO.4,806$2.82M0.81%013F-HRTimeline
Hughes Financial Services, LLC4,804$2.82M0.58%13F-HRTimeline
RATIONAL ADVISORS, INC.4,800$2.81M0.28%+3,76213F-HRTimeline
Noked Israel Ltdin group Noked Israel Ltd4,794$2.81M0.55%013F-HRTimelineGroup
Bangor Savings Bank4,790$2.81M0.26%+9313F-HRTimeline
Mirador Capital Partners LP4,777$2.8M0.51%+13313F-HRTimeline
Lodestone Wealth Management LLC4,771$2.8M1.4%+3,92413F-HRTimeline
Longview Financial Advisors, Inc.4,768$2.79M2.2%-5713F-HRTimeline
Tidemark, LLC4,764$2.79M1.07%-413F-HRTimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC4,754$2.79M0.06%-9013F-HRTimeline
STALEY CAPITAL ADVISERS INC4,753$2.79M0.12%013F-HRTimeline
Giverny Capital Inc.4,752$2.79M0.1%013F-HR/ATimeline
Black Diamond Financial, LLC4,749$2.78M0.42%+85513F-HRTimeline
Clarity Capital Advisors, LLC4,742$2.78M1.86%+313F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC4,740$2.78M0.04%+13713F-HRTimeline
Cove Private Wealth, LLC4,736$2.78M1.67%+3,63613F-HRTimeline
Prosperity Planning, Inc.4,730$2.77M0.89%-13713F-HRTimeline
Patriot Financial Group Insurance Agenc…4,720$2.77M0.37%-9613F-HRTimeline
Roehl & Yi Investment Advisors, LLC4,718$2.77M1.52%13F-HRTimeline
Allegiance Financial Group Advisory Ser…4,715$2.76M0.9%+77513F-HRTimeline
First Financial Bankshares Inc4,712$2.76M0.06%-99913F-HRTimeline
Selway Asset Management4,709$2.76M1.08%+18713F-HR/ATimeline
Aurelius Family Office LLC4,706$2.76M1.39%13F-HRTimeline
Canal Capital Management, LLC4,698$2.75M0.45%+93913F-HRTimeline
GatePass Capital, LLC4,676$2.74M2.99%13F-HRTimeline
Greenfield Savings Bank4,676$2.74M1.31%+47413F-HRTimeline
Axis Wealth Partners, LLC4,666$2.73M2.3%13F-HRTimeline
River Street Advisors LLC4,649$2.72M1.39%+3313F-HRTimeline
Parkside Investments, LLC4,639$2.72M0.41%-2013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC4,620$2.71M0.35%+31513F-HRTimeline
Consolidated Portfolio Review Corp4,614$2.7M0.43%+38013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.4,613$2.7M0.22%-4813F-HRTimeline
Elite Wealth Management, Inc.4,612$2.7M0.63%-26213F-HRTimeline
Vise Technologies, Inc.4,608$2.7M0.22%+2,91113F-HRTimeline
Bull Street Advisors, LLC4,607$2.7M1.3%013F-HRTimeline
Thompson David Blair4,593$2.69M1.96%13F-HRTimeline
BENNETT SELBY INVESTMENTS LP4,589$2.69M1.07%+213F-HRTimeline
Stokes Family Office, LLC4,585$2.69M0.29%+1213F-HRTimeline
Altiora Financial Group, LLC4,584$2.69M0.58%+3,39613F-HRTimeline
MARSHALL & SULLIVAN INC /WA/4,582$2.69M1.31%-3713F-HRTimeline
Miramar Fiduciary Corp4,580$2.68M2.71%-76913F-HR/ATimeline
BUILDER INVESTMENT GROUP INC /ADV4,556$2.67M0.73%-3313F-HRTimeline
Main Street Group, LTD4,557$2.67M0.99%+16413F-HRTimeline
AlphaQ Advisors LLC4,553$2.67M7.3%-15513F-HRTimeline
Madrona Financial Services, LLC4,552$2.67M0.73%-19113F-HRTimeline
Suncoast Equity Management4,550$2.67M0.3%+1,66613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…4,543$2.66M0.2%013F-HRTimeline
Virtus Wealth Solutions LLC4,530$2.65M0.63%13F-HRTimeline
Nicholas Wealth, LLC.4,554$2.65M1.44%+7213F-HRTimeline
SP Asset Management LLC4,513$2.64M0.22%+18313F-HRTimeline
Alpha Zero LLC4,512$2.64M2.02%13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…4,493$2.63M0.14%+1,35313F-HRTimeline
Tufton Capital Management4,493$2.63M0.5%+8813F-HRTimeline
Morton Capital Management LLC/CA4,491$2.63M0.5%+15713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,534$2.63M0.58%+5613F-HRTimeline
InTrack Investment Management Inc4,509$2.62M1.83%-41113F-HRTimeline
LONDON CO OF VIRGINIA4,477$2.62M0.01%+3,19713F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC4,462$2.61M1.27%-18413F-HRTimeline
Facet Wealth, Inc.4,348$2.61M0.07%+9413F-HRTimeline
Cooksen Wealth, LLC4,455$2.61M2.4%013F-HRTimeline
TPG Advisors LLC4,454$2.61M2.04%+713F-HRTimeline
COOPER/HAIMS ADVISORS, LLC4,453$2.61M1.48%-14213F-HRTimeline
MPS Loria Financial Planners, LLC4,451$2.61M0.77%-5013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC4,437$2.61M1.55%new13F-HRTimeline
Arbor Wealth Advisors LLC4,442$2.6M2.32%+88413F-HRTimeline
Affinity Capital Advisors, LLC4,421$2.6M0.49%-16713F-HRTimeline
ProVise Management Group, LLC4,438$2.6M0.22%-1013F-HRTimeline
Cutter & CO Brokerage, Inc.4,426$2.59M0.63%-9513F-HRTimeline
Newman Dignan & Sheerar, Inc.4,424$2.59M0.66%-10913F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…4,417$2.59M1.02%-2513F-HRTimeline
Northwest Capital Management Inc4,411$2.59M1.11%-213F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…4,405$2.58M0.99%+1,32113F-HRTimelineGroup
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…4,389$2.57M0.07%+2313F-HRTimelineGroup
NFSG Corp4,389$2.57M0.66%-4013F-HRTimeline
Clayton Financial Group LLC4,379$2.57M0.92%-15013F-HRTimeline
10Elms LLP4,379$2.57M2.65%13F-HRTimeline
Ironwood Wealth Management, LLC.4,377$2.57M0.8%-10313F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC4,371$2.56M0.43%+613F-HRTimeline
Maple Capital Management, Inc.4,370$2.56M0.19%+1113F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…4,369$2.56M1.09%13F-HRTimeline
Maxwell Wealth Strategies Inc.4,364$2.56M1.04%-1813F-HRTimeline
Quantum Private Wealth, LLC4,364$2.56M0.82%013F-HRTimeline
Duncan Williams Asset Management, LLC4,356$2.55M1.01%+1,99713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.4,349$2.55M<0.01%+80013F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…4,334$2.55M0.71%-1313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,334$2.54M0.21%-8,40613F-HR/ATimeline
FUTURE YOU WEALTH LLC4,327$2.54M1.8%13F-HRTimeline
Strata Wealth Advisors, LLC4,318$2.53M0.79%+15413F-HRTimeline
Wingate Wealth Advisors, Inc.4,317$2.53M2.49%13F-HRTimeline
HALL LAURIE J TRUSTEE4,310$2.53M0.83%+1513F-HRTimeline
Quantum Financial Advisors, LLC4,298$2.52M0.38%+3,52713F-HRTimeline
Aull & Monroe Investment Management Corp4,289$2.51M1.28%-5513F-HRTimeline
Roberts Wealth Advisors, LLC4,238$2.51M0.76%+26013F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC4,276$2.51M0.28%013F-HRTimeline
Olde Wealth Management, LLC4,276$2.51M0.9%+18213F-HRTimeline
Regents Gate Capital LLP4,275$2.51M0.99%13F-HRTimeline
EdgeRock Capital LLC4,275$2.51M1.64%-44613F-HRTimeline
Safeguard Financial, LLC4,275$2.51M0.54%+46313F-HRTimeline
Equita Financial Network, Inc.4,263$2.5M0.9%+1213F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC4,244$2.49M2.32%-213F-HRTimeline
Barnes Wealth Management Group, Inc4,231$2.48M1.66%13F-HRTimeline
Curran Financial Partners, LLC4,227$2.48M0.65%-18413F-HRTimeline
Team Hewins, LLC4,210$2.48M0.97%+6813F-HR/ATimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC4,214$2.47M0.72%13F-HRTimeline
Hoese & Co LLP4,211$2.47M2.14%-2,95613F-HRTimeline
United Asset Strategies, Inc.4,210$2.47M0.23%-1,17513F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC4,293$2.46M2.24%013F-HRTimeline
Rice Partnership, LLC4,200$2.46M0.47%-18013F-HRTimeline
Permanens Capital L.P.4,172$2.45M0.47%+62413F-HRTimeline
MEANS INVESTMENT CO., INC.4,182$2.45M0.26%-1213F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…4,176$2.45M0.4%-6113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,174$2.45M<0.01%new13F-HRTimelineGroup
Paragon Advisors, LLC4,168$2.44M0.84%-29,81113F-HRTimeline
Allred Capital Management, LLC4,164$2.44M0.94%013F-HRTimeline
OMNI 360 Wealth, Inc.4,159$2.44M1.62%-4713F-HR/ATimeline
City State Bank4,156$2.44M0.86%-5613F-HRTimeline
Metis Global Partners, LLC4,142$2.43M0.07%-54,67613F-HRTimeline
Intelligence Driven Advisers, LLC4,140$2.43M0.46%-87013F-HRTimeline
WNY Asset Management, LLC4,135$2.42M0.3%+6713F-HRTimeline
Marshall Financial Group, LLC4,135$2.42M0.59%+55413F-HRTimeline
Oxbow Advisors, LLC4,132$2.42M0.29%+39513F-HRTimeline
Cambridge Advisors Inc.4,129$2.42M0.54%+25613F-HRTimeline
JSF Financial, LLC4,115$2.41M0.64%+20013F-HRTimeline
INSIGHT 2811, INC.4,110$2.41M1.24%-3913F-HRTimeline
Forthright Family Wealth Advisory LLC4,104$2.41M1.56%013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.4,101$2.4M1.08%+21413F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.4,099$2.4M0.78%+7013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.4,090$2.4M0.29%-35013F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP4,090$2.4M0.05%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
General Partner, Inc.4,088$2.4M1.44%013F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/4,086$2.39M2.82%-1413F-HRTimeline
Northstar Group, Inc.4,071$2.39M0.4%013F-HRTimeline
GAMMA Investing LLC4,070$2.39M0.2%-913F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC4,065$2.38M0.01%-19,23013F-HRTimelineGroup
GRANDFIELD & DODD, LLC4,051$2.37M0.15%-413F-HRTimeline
DAVIDSON TRUST CO4,049$2.37M1.22%013F-HRTimeline
Capstone Financial Advisors, Inc.4,041$2.37M0.15%-6913F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC4,033$2.36M1.05%13F-HRTimeline
Alpine Global Management, LLC4,031$2.36M0.71%+1,98713F-HR/ATimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…4,010$2.35M0.4%013F-HRTimeline
Smith Asset Management Co., LLC4,008$2.35M2.29%13F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC4,007$2.35M1.4%+10713F-HRTimeline
American Capital Advisory, LLC4,007$2.35M1.3%-5513F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS4,005$2.35M0.05%-8013F-HRTimeline
BCR Wealth Strategies, LLC4,006$2.35M1.1%013F-HRTimeline
Savior LLC4,002$2.35M13.44%+2413F-HRTimeline
Hilltop National Bank3,986$2.34M0.7%-5013F-HRTimeline
Stone Summit Wealth LLC3,980$2.33M0.78%-49213F-HRTimeline
Stonegate Investment Group, LLC3,966$2.32M0.06%+1213F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA3,964$2.32M0.16%-1,96913F-HRTimeline
MEMBERS WEALTH LLC3,837$2.32M1.73%13F-HRTimeline
White Lighthouse Investment Management …3,949$2.31M0.41%-3413F-HRTimeline
YANKCOM Partnership3,948$2.31M1.24%13F-HRTimeline
Eldridge Investment Advisors, Inc.3,937$2.31M0.54%-31813F-HRTimeline
Peoples Bank/KS3,936$2.31M1.6%013F-HRTimeline
Sculati Wealth Management, LLC3,917$2.3M0.91%+113F-HR/ATimeline
ALTFEST L J & CO INC3,914$2.29M0.29%-4113F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC3,905$2.29M1.72%+8013F-HRTimeline
Comprehensive Financial Planning, Inc./…3,896$2.28M1.93%13F-HRTimeline
EVERPAR ADVISORS LLC3,890$2.28M1.15%+87613F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC3,890$2.28M2.43%13F-HRTimeline
Manhattan West Asset Management, LLC3,885$2.28M0.61%-2,44913F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,885$2.28M0.41%+30613F-HRTimeline
HEADINVEST, LLC3,883$2.28M0.43%+41513F-HRTimeline
Moss Adams Wealth Advisors LLC3,865$2.27M0.24%-713F-HRTimeline
Archford Capital Strategies, LLC3,877$2.27M0.34%+6413F-HRTimeline
CCG WEALTH MANAGEMENT, LLC3,869$2.27M1.26%+913F-HRTimeline
Goldstein Advisors, LLC3,846$2.25M0.33%+3,14613F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC3,826$2.24M0.4%+113F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.3,824$2.24M0.89%+3513F-HRTimeline
BNC WEALTH MANAGEMENT, LLC3,822$2.24M0.74%-27813F-HRTimeline
SIERRA SUMMIT ADVISORS LLC3,817$2.24M0.45%-4913F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC3,811$2.23M0.23%+24013F-HRTimeline
Forbes Financial Planning, Inc.3,810$2.23M1.08%-2,89213F-HRTimeline
Griffith & Werner, Inc.3,806$2.23M1.47%13F-HRTimeline
BARR E S & CO3,803$2.23M0.13%013F-HRTimeline
Asset Allocation Strategies LLC3,685$2.22M0.54%-1,07913F-HRTimeline
Hemenway Trust Co LLC3,789$2.22M0.18%+2,46813F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding3,787$2.22M+179Timeline
Panoramic Capital Partners, LLC3,786$2.22M1.95%13F-HRTimeline
Lantern Wealth Advisors, LLC70$2.22M1.44%-3,65013F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA3,778$2.21M0.42%+4113F-HRTimeline
FMB WEALTH MANAGEMENT3,775$2.21M1.25%013F-HRTimeline
Astoria Portfolio Advisors LLC.3,797$2.21M0.79%-8313F-HRTimeline
Lokken Investment Group LLC3,766$2.21M0.95%-15313F-HRTimeline
AMERIFLEX GROUP, INC.3,659$2.2M1.01%13F-HRTimeline
Wagner Wealth Management, LLC3,753$2.2M0.57%+3213F-HRTimeline
Red Wave Investments LLC3,747$2.2M0.77%+413F-HRTimeline
SGL Investment Advisors, Inc.3,638$2.2M1.11%-7013F-HRTimeline
Bill Few Associates, Inc.3,738$2.19M0.77%+113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT3,731$2.19M0.27%-2613F-HRTimeline
Trail Ridge Investment Advisors, LLC3,727$2.18M1.04%-4713F-HRTimeline