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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
Disciplined Investments, LLC3,723$2.18M1.08%+1813F-HRTimeline
NorthStar Asset Management LLC /NJ/3,706$2.17M1.38%+22413F-HRTimeline
Gibbs Wealth Management3,700$2.17M0.59%+1,67513F-HRTimeline
GARRISON POINT ADVISORS, LLC3,696$2.17M1.03%+1,19613F-HRTimeline
ICW Investment Advisors LLC3,694$2.16M0.9%+613F-HRTimeline
Renaissance Investment Group LLC3,693$2.16M0.46%+6213F-HRTimeline
CFO4Life Group, LLC3,691$2.16M0.38%-613F-HRTimeline
McKinley Carter Wealth Services, Inc.3,687$2.16M0.13%+1113F-HRTimeline
Arista Wealth Management, LLC3,687$2.16M0.52%-6913F-HRTimeline
McBroom & Associates, LLC3,686$2.16M1.22%-2513F-HRTimeline
VeraBank, N.A.3,682$2.16M0.61%013F-HRTimeline
Campbell Wealth Management3,671$2.15M0.19%+33013F-HRTimeline
United Advisor Group, LLC3,660$2.14M0.42%-4513F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY3,654$2.14M0.07%+3,19813F-HRTimeline
Grove Street Fiduciary, LLC3,651$2.14M1.12%13F-HRTimeline
Selective Wealth Management, Inc.3,669$2.14M0.87%-4513F-HRTimeline
OPTIMA CAPITAL LLC3,632$2.14M1.47%13F-HRTimeline
Blue Chip Partners, LLC3,634$2.13M0.18%-513F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.3,633$2.13M1.42%-1713F-HRTimeline
HBW ADVISORY SERVICES LLC3,631$2.13M0.22%+41913F-HRTimeline
SAGE ADVISORS, LLC3,629$2.13M1.59%+58713F-HRTimeline
Legacy Private Trust Co.3,627$2.13M0.14%-2413F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC3,620$2.12M1.3%13F-HRTimeline
BCS Wealth Management3,619$2.12M0.53%-20813F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC3,616$2.12M0.05%+1,19713F-HRTimeline
Leith Wheeler Investment Counsel Ltd.3,612$2.12M0.15%-4513F-HRTimeline
Kelly Financial Services LLC3,611$2.12M0.76%-2,03313F-HR/ATimeline
Sentry LLC3,594$2.11M0.41%013F-HRTimeline
J.P. Marvel Investment Advisors, LLC3,593$2.11M0.35%013F-HRTimeline
Kagan Cocozza Asset Management3,590$2.1M1.75%13F-HRTimeline
Sensible Money, LLC3,589$2.1M0.92%+5613F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC3,582$2.1M0.53%+95613F-HRTimelineGroup
UPTICK PARTNERS, LLC3,581$2.1M0.76%-2113F-HRTimeline
Ransom Advisory, Ltd3,579$2.1M0.96%-8513F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC3,575$2.1M0.12%013F-HRTimeline
Arbor Investment Advisors, LLC3,570$2.09M0.29%+17513F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC3,569$2.09M0.75%-6513F-HRTimeline
Cranbrook Wealth Management, LLC3,565$2.09M0.48%+45713F-HRTimeline
Altus Wealth Management, LLC3,561$2.09M0.93%+39413F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV3,557$2.08M0.68%-26913F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…3,555$2.08M0.42%+13413F-HRTimeline
Uptown Financial Advisors LLC3,544$2.08M2.24%13F-HRTimeline
LGT Financial Advisors LLC3,543$2.08M4.59%+1013F-HRTimeline
DEARBORN PARTNERS LLC3,539$2.07M0.09%+1,17113F-HRTimeline
MANCHESTER FINANCIAL INC3,529$2.07M0.45%+2513F-HRTimeline
AssuredPartners Investment Advisors, LLC3,523$2.06M0.4%13F-HRTimeline
Wealth Alliance Advisory Group, LLC3,522$2.06M0.44%+1,06713F-HRTimeline
MEYER HANDELMAN CO3,512$2.06M0.07%+30213F-HRTimeline
Lakeridge Wealth Management LLC3,510$2.06M1.06%+14213F-HRTimeline
AlpenGlobal Capital LLC3,510$2.06M1.34%13F-HRTimeline
Hoxton Planning & Management, LLC3,509$2.06M0.79%+2,20013F-HRTimeline
Hippocratic Financial Advisors, LLC3,507$2.06M1.43%13F-HRTimeline
Modus Advisors, LLC3,505$2.05M0.64%-25013F-HRTimeline
TABLEAUX LLC3,500$2.05M1.7%13F-HRTimeline
OBSIDIAN CIO, LLC3,496$2.05M0.37%+97013F-HRTimeline
Wallace Advisory Group, LLC3,569$2.05M1.42%-1013F-HRTimeline
McCarthy & Cox3,493$2.05M0.71%-9113F-HRTimeline
OBERWEIS ASSET MANAGEMENT INC/3,488$2.04M0.1%-9113F-HRTimeline
Portland Financial Advisors Inc3,485$2.04M5.49%13F-HRTimeline
SignalPoint Asset Management, LLC3,482$2.04M0.5%+213F-HRTimeline
ARS Wealth Advisors Group, LLC3,481$2.04M0.28%-9913F-HRTimeline
Maia Wealth LLC3,399$2.04M0.44%-5013F-HRTimeline
Chung Wu Investment Group, LLC3,470$2.03M2.05%13F-HRTimeline
Patient Capital Management, LLC3,463$2.03M0.09%+1,97713F-HRTimeline
COUNTRY TRUST BANK3,455$2.02M0.05%013F-HRTimeline
Agate Pass Investment Management, LLC3,454$2.02M0.92%-3013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC3,450$2.02M1.56%13F-HRTimeline
MontVue Capital Management, Inc.3,446$2.02M1.54%013F-HRTimeline
CoreFirst Bank & Trust3,443$2.02M1.2%+38213F-HRTimeline
PUREfi Wealth, LLC3,432$2.01M1.97%13F-HRTimeline
WHALEROCK POINT PARTNERS, LLC3,425$2.01M0.47%-9913F-HRTimeline
Astra Wealth Partners LLC3,424$2.01M1.89%13F-HRTimeline
Liberty Capital Management, Inc.3,419$2M0.44%013F-HRTimeline
Asset Advisors Investment Management, L…3,418$2M0.21%-34013F-HRTimeline
Bradley & Co. Private Wealth Management…3,416$2M1.25%13F-HRTimeline
GW HENSSLER & ASSOCIATES LTD3,486$2M0.11%+113F-HRTimeline
Brand Asset Management Group, Inc.3,410$2M0.81%+1413F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.3,408$2M1.26%013F-HRTimeline
Cherry Tree Wealth Management, LLC3,406$2M0.49%-413F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC3,400$1.99M1.14%new13F-HRTimeline
Cubist Systematic Strategies, LLC3,400$1.99M0.03%new13F-HRTimeline
Auour Investments LLC3,306$1.99M0.7%+813F-HRTimeline
Miller Financial Services LLC3,392$1.99M1.68%13F-HRTimeline
Cornerstone Investment Partners, LLC3,382$1.98M0.1%+2,94713F-HRTimeline
WealthPLAN Partners, LLC3,380$1.98M0.28%-5213F-HRTimeline
TFR Capital, LLC.3,374$1.98M0.98%13F-HRTimeline
INGALLS & SNYDER LLC3,373$1.98M0.08%-59913F-HRTimeline
RTD Financial Advisors, Inc.3,357$1.97M0.25%-3113F-HRTimeline
Garner Asset Management Corp3,355$1.97M0.89%+613F-HRTimeline
EMC Capital Management3,355$1.97M1.1%-4,00513F-HRTimeline
LVW Advisors, LLC3,350$1.96M0.24%-18413F-HRTimeline
JNBA Financial Advisors3,350$1.96M0.2%+79113F-HRTimeline
Clarkston Capital Partners, LLC3,346$1.96M0.04%-5113F-HRTimeline
Farmers & Merchants Trust Co of Chamber…3,340$1.96M0.74%-413F-HRTimeline
Argyle Capital Partners, LLC3,340$1.96M1.68%13F-HRTimeline
SK Wealth Management, LLC3,327$1.95M0.99%013F-HRTimeline
Miramar Capital, LLC3,326$1.95M0.46%+1,18513F-HRTimeline
Kohmann Bosshard Financial Services, LLC3,324$1.95M0.23%013F-HRTimeline
Costello Asset Management, INC3,319$1.95M1.29%+14913F-HRTimeline
Sterling Investment Advisors, Ltd.3,317$1.94M0.47%-7913F-HRTimeline
Campbell Deegan Wealth Management, LLC3,315$1.94M2.33%13F-HRTimeline
River Wealth Advisors LLC3,309$1.94M0.26%-5313F-HRTimeline
HORIZON BANCORP INC /IN/3,308$1.94M0.91%+3,09513F-HRTimeline
Falcon Wealth Planning3,306$1.94M0.22%-44813F-HRTimeline
Optimist Retirement Group LLC3,304$1.94M0.92%013F-HRTimeline
Halter Ferguson Financial Inc.3,303$1.94M0.82%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD3,297$1.93M0.01%-14513F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC3,296$1.93M0.15%-15013F-HRTimelineGroup
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors3,295$1.93M1.04%13F-HRTimelineGroup
Summit Asset Management, LLC3,291$1.93M0.34%-9613F-HRTimeline
SEEDS INVESTOR LLC3,291$1.93M0.55%+80013F-HRTimeline
360 Financial, Inc.3,284$1.92M0.7%-11713F-HRTimeline
SABBY MANAGEMENT, LLC3,280$1.92M15.65%new13F-HRTimeline
Bellwether Advisors, LLC3,271$1.92M0.34%-36,43213F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co3,269$1.92M0.16%+1,22813F-HRTimelineGroup
CHICKASAW CAPITAL MANAGEMENT LLC3,265$1.91M0.08%+21113F-HRTimeline
Johnson Financial Group, LLC3,263$1.91M0.22%-25013F-HRTimeline
Naviter Wealth, LLC3,245$1.91M0.23%-8013F-HRTimeline
Financial Security Advisor, Inc.3,242$1.91M0.48%-9413F-HRTimeline
Interchange Capital Partners, LLC3,251$1.91M0.69%-67513F-HRTimeline
Mainstream Capital Management LLC3,251$1.91M1.34%-22013F-HRTimeline
Curbstone Financial Management Corp3,243$1.9M0.4%-8413F-HRTimeline
Geneva Partners, LLC3,242$1.9M0.77%+213F-HRTimeline
Aventura Private Wealth, LLC3,229$1.89M1.02%13F-HRTimeline
Financial Life Planners3,228$1.89M1.59%13F-HRTimeline
Violich Capital Management, Inc.3,220$1.89M0.25%+6713F-HRTimeline
Centurion Wealth Management LLC3,217$1.89M0.59%-813F-HRTimeline
OARSMAN CAPITAL, INC.3,217$1.89M0.33%+23613F-HRTimeline
ELEVATUS WELATH MANAGEMENT3,216$1.88M0.64%+61713F-HRTimeline
Seros Financial, LLC3,457$1.88M1.69%13F-HRTimeline
Randolph Co Inc3,210$1.88M0.21%013F-HRTimeline
FourThought Financial Partners, LLC3,208$1.88M0.2%+1313F-HRTimeline
Rinkey Investments3,207$1.88M0.6%+15413F-HRTimeline
SYM FINANCIAL Corp3,202$1.88M0.24%+74413F-HRTimeline
EDGAR LOMAX CO/VA3,202$1.88M0.12%-16613F-HRTimeline
Wambolt & Associates, LLC3,202$1.88M0.6%-7313F-HRTimeline
AIRE ADVISORS, LLC3,195$1.87M0.39%+52413F-HRTimeline
WMG Financial Advisors, LLC3,187$1.87M0.8%-1713F-HRTimeline
FSM Wealth Advisors, LLC3,155$1.87M0.46%+76113F-HRTimeline
Fermata Advisors, LLC3,177$1.86M0.35%+39413F-HRTimeline
SHAKER INVESTMENTS LLC/OH3,169$1.86M0.78%-2213F-HRTimeline
Community Financial Services Group, LLC3,166$1.86M0.37%-93813F-HRTimeline
Hanson & Doremus Investment Management3,149$1.85M0.29%+413F-HRTimeline
NAVELLIER & ASSOCIATES INC3,147$1.84M0.22%+25013F-HRTimeline
Widmann Financial Services, Inc.3,147$1.84M1.43%-7413F-HRTimeline
VESTOR CAPITAL, LLC3,145$1.84M0.14%+8513F-HRTimeline
Midwest Financial Network, LLC3,122$1.83M1.9%13F-HRTimeline
First PREMIER Bank3,119$1.83M0.47%013F-HRTimeline
PENINSULA ASSET MANAGEMENT INC3,115$1.83M0.97%+5013F-HRTimeline
Robinson Value Management, Ltd.3,110$1.82M1.2%-32313F-HRTimeline
Integrity Wealth Solutions LLC3,098$1.82M1.02%+21413F-HRTimeline
Powell Investment Advisors, LLC3,086$1.81M0.84%-7313F-HRTimeline
Westbourne Investment Advisors, Inc.3,094$1.81M0.62%+26213F-HRTimeline
Summit X, LLC3,093$1.81M0.4%+8513F-HRTimeline
TigerOak Management, L.L.C.3,081$1.81M0.66%13F-HRTimeline
CFS Investment Advisory Services, LLC3,079$1.8M0.16%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN3,078$1.8M0.16%-92813F-HRTimeline
Realta Investment Advisors3,044$1.8M0.74%+72113F-HRTimeline
TrueWealth Financial Partners3,059$1.79M1.11%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.3,057$1.79M0.2%+39113F-HRTimeline
WOLFF WIESE MAGANA LLC3,042$1.78M1.18%+7813F-HRTimeline
Capital Investment Counsel, LLC3,033$1.78M0.3%+28213F-HRTimeline
TFC Financial Management, Inc.3,032$1.78M0.28%+413F-HRTimeline
Chicago Wealth Management, Inc.3,032$1.78M0.92%+1,47813F-HRTimeline
Wealth Group Ltd3,029$1.78M0.51%013F-HRTimeline
Exchange Capital Management, Inc.3,028$1.77M0.28%-6513F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC3,025$1.77M0.23%+2513F-HRTimeline
Gilliland Jeter Wealth Management LLC3,010$1.76M0.6%+2913F-HRTimeline
Atom Investors LP3,010$1.76M0.22%-12,33813F-HRTimeline
Old Mission Investment Co LLC3,008$1.76M0.52%+39813F-HRTimeline
FORTE CAPITAL LLC /ADV3,008$1.76M0.2%+26913F-HRTimeline
Claris Financial LLC3,006$1.76M1.16%13F-HRTimeline
Gruss & Co., LLC3,000$1.76M7.51%new13F-HRTimeline
Nordwand Advisors, LLC3,000$1.76M0.72%013F-HRTimeline
Greystone Financial Group, LLC2,996$1.76M0.31%+313F-HRTimeline
Bank of Marin2,995$1.76M1.39%-913F-HRTimeline
Mosley Wealth Management2,916$1.75M1.09%+21613F-HRTimeline
Ayrshire Capital Management LLC2,992$1.75M0.86%-5213F-HRTimeline
Taylor Financial Group, Inc.2,992$1.75M1.21%013F-HRTimeline
Beaton Management Co. Inc.2,989$1.75M0.88%+24013F-HRTimeline
CAXTON ASSOCIATES LP2,989$1.75M0.06%new13F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…2,986$1.75M0.62%013F-HRTimeline
Grant/GrossMendelsohn, LLC2,984$1.75M0.91%+37013F-HRTimeline
Cassady Schiller Wealth Management, LLC2,981$1.75M0.64%+4913F-HRTimeline
Coyle Financial Counsel LLC2,976$1.74M0.55%-63313F-HRTimeline
Newton One Investments LLC2,957$1.73M0.67%+7613F-HRTimeline
Meridian Financial Advisors, LLC2,955$1.73M1.2%-4913F-HRTimeline
Clean Yield Group2,953$1.73M0.55%-10813F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.2,952$1.73M0.11%-6413F-HRTimelineGroup
Register Financial Advisors LLC2,939$1.72M0.86%+6613F-HRTimeline
Disciplined Investors, L.L.C.2,962$1.72M1.66%13F-HRTimeline
Wallace Capital Management Inc.2,938$1.72M0.24%+12013F-HRTimeline
DSG Capital Advisors, LLC2,933$1.72M0.31%13F-HRTimeline
Lumbard & Kellner, LLC2,932$1.72M0.74%013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC2,926$1.72M0.82%-2,08113F-HRTimeline
Chemistry Wealth Management LLC2,926$1.71M0.4%-3113F-HRTimeline
AMI ASSET MANAGEMENT CORP2,924$1.71M0.09%+713F-HRTimeline
Exchange Bank2,921$1.71M1.38%-2013F-HRTimeline
COWA, LLC2,909$1.7M0.79%-18913F-HRTimeline
Consilium Wealth Advisory, LLC2,905$1.7M0.81%-513F-HRTimeline