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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
CapWealth Advisors, LLC2,905$1.7M0.19%-2013F-HRTimeline
Beta Wealth Group, Inc.2,904$1.7M0.75%-5513F-HRTimeline
Birch Hill Investment Advisors LLC2,902$1.7M0.08%+1813F-HRTimeline
Private Capital Advisors, Inc.2,898$1.7M0.2%+1213F-HRTimeline
Claret Asset Management Corp2,893$1.7M0.27%-38313F-HRTimeline
Triton Wealth Management, PLLC2,863$1.69M0.87%+1413F-HRTimeline
MA Private Wealth2,887$1.69M0.32%013F-HRTimeline
Mandatum Life Insurance Co Ltd2,885$1.69M0.5%013F-HRTimeline
Promus Capital, LLC2,883$1.69M1.3%13F-HR/ATimeline
Frisch Financial Group, Inc.2,870$1.69M0.51%-813F-HRTimeline
Summit Investment Advisory Services, LLC2,873$1.68M0.87%+5013F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP2,871$1.68M0.46%013F-HRTimelineGroup
LEIGH BALDWIN & CO., LLC2,866$1.68M1.42%13F-HR/ATimeline
RIA Advisory Group LLC2,865$1.68M0.57%+1,34013F-HRTimeline
Congress Park Capital LLC2,865$1.68M0.61%-16313F-HRTimeline
Bonfire Financial2,854$1.68M1.52%13F-HRTimeline
SUTTON PLACE INVESTORS LLC2,853$1.67M0.97%+8513F-HRTimeline
Cannon Financial Strategists, Inc.2,846$1.67M0.29%-113F-HRTimeline
BlackDiamond Wealth Management, LLC2,838$1.66M0.96%+7813F-HRTimeline
Manske Wealth Management2,836$1.66M0.66%13F-HRTimeline
LaFleur & Godfrey LLC2,829$1.66M0.23%-813F-HR/ATimeline
CULBERTSON A N & CO INC2,826$1.66M0.26%013F-HRTimeline
High Probability Advisors, LLC2,826$1.66M0.3%-2513F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…2,823$1.66M0.15%new13F-HRTimelineGroup
CAXTON CORP2,823$1.65M9.94%-4413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Core Wealth Advisors, Inc.2,821$1.65M0.55%+2713F-HRTimeline
MSH Capital Advisors LLC2,820$1.65M0.52%+3913F-HRTimeline
FORTEM FINANCIAL GROUP, LLC2,820$1.65M0.64%+8013F-HRTimeline
Legacy Financial Advisors, Inc.2,819$1.65M0.27%+54613F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,816$1.65M1.14%13F-HRTimeline
TWO SIGMA SECURITIES, LLC2,814$1.65M0.3%+36713F-HRTimeline
Front Row Advisors LLC2,804$1.65M0.57%+5013F-HRTimeline
Stenger Family Office, LLC2,813$1.65M0.56%13F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL2,810$1.65M0.04%+17013F-HRTimeline
Index Fund Advisors, Inc.2,806$1.64M0.09%-39813F-HRTimeline
Guardian Asset Advisors, LLC2,799$1.64M1.05%+9813F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC2,803$1.64M1.39%+60113F-HRTimeline
Tranquilli Financial Advisor LLC2,803$1.64M1.04%+42513F-HRTimeline
Warburton Capital Management, LLC2,798$1.64M1.23%13F-HRTimeline
Confluence Wealth Services, Inc.2,686$1.64M0.11%-93913F-HRTimeline
D.B. Root & Company, LLC2,789$1.63M0.52%-24413F-HRTimeline
PHILADELPHIA TRUST CO2,787$1.63M0.12%-913F-HRTimeline
Addenda Capital Inc.2,778$1.63M0.06%new13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,783$1.63M0.41%-70013F-HRTimeline
Priebe Wealth Holdings LLC2,782$1.63M1.11%-33313F-HRTimeline
Old Port Advisors2,771$1.62M0.47%+313F-HRTimeline
Occidental Asset Management, LLC2,767$1.62M0.25%+113F-HRTimeline
NCP Inc.2,765$1.62M0.83%+46413F-HRTimeline
Atlantic Edge Private Wealth Management…2,764$1.62M0.5%-3013F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC2,762$1.62M0.3%+1713F-HRTimeline
Marex Group Ltdin group Marex Group Ltd2,762$1.62M0.03%-123,23813F-HRTimelineGroup
JGP Wealth Management, LLC2,762$1.62M0.21%+2013F-HRTimeline
Empire Financial Management Company, LLC2,760$1.62M0.5%-15013F-HRTimeline
Impact Capital Partners LLC2,756$1.62M0.57%13F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC2,745$1.61M0.57%+31913F-HRTimeline
LexAurum Advisors, LLC2,750$1.61M0.32%+29013F-HRTimeline
Triangle Securities Wealth Management2,747$1.61M0.41%+4113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Goodman Financial Corp2,746$1.61M0.34%-1913F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding2,745$1.61M+1,085Timeline
Bravias Capital Group, LLC2,669$1.61M1.3%13F-HRTimeline
Werba Rubin Papier Wealth Management2,740$1.61M0.38%+26313F-HRTimeline
Lantz Financial LLC2,739$1.61M0.43%-813F-HRTimeline
Somerset Group LLC2,736$1.6M1.47%+1,05013F-HRTimeline
Palouse Capital Management, Inc.2,730$1.6M1.06%+28913F-HRTimeline
Forefront Analytics, LLC2,728$1.6M0.74%-19,23613F-HRTimeline
Riverstone Advisors, LLC2,727$1.6M0.91%+3813F-HRTimeline
WESTBOURNE INVESTMENTS, INC.2,723$1.6M0.94%13F-HRTimeline
17 CAPITAL PARTNERS, LLC2,714$1.59M1.01%+1,51213F-HRTimeline
Cordgrass Capital Advisors, LLC2,712$1.59M0.46%+9213F-HRTimeline
Stonebridge Capital Advisors LLC2,706$1.59M0.13%-48013F-HRTimeline
Strategies Wealth Advisors, LLC2,611$1.58M0.2%-38513F-HRTimeline
CAPE ANN SAVINGS BANK2,694$1.58M0.93%013F-HRTimeline
Parkside Advisors LLC2,685$1.58M0.37%-3813F-HRTimeline
Fulton Bank, N.A.2,691$1.58M0.06%-6013F-HRTimeline
Financial Council, LLC2,682$1.57M0.81%+1013F-HRTimeline
Valtinson Bruner Financial Planning LLC2,680$1.57M0.55%-6313F-HRTimeline
Vestmark Advisory Solutions, Inc.2,679$1.57M0.05%+2,32013F-HRTimeline
JPL Wealth Management, LLC2,670$1.56M0.45%13F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC2,668$1.56M0.59%+813F-HRTimeline
Hudson Value Partners, LLC2,667$1.56M0.58%+3713F-HRTimeline
AMERICAN CAPITAL MANAGEMENT INC2,666$1.56M0.06%013F-HRTimeline
Quartz Partners, LLC2,663$1.56M0.95%+31513F-HRTimeline
Darden Wealth Group Inc2,661$1.56M1.05%+3913F-HRTimeline
Northwest & Ethical Investments L.P.2,660$1.56M0.04%-15,34013F-HRTimeline
SS&H Financial Advisors, Inc.2,656$1.56M0.57%+813F-HRTimeline
LEE DANNER & BASS INC2,648$1.55M0.12%+1013F-HRTimeline
Gallacher Capital Management LLC2,647$1.55M0.77%+96713F-HRTimeline
Heritage Financial Services, LLC2,645$1.55M0.21%+5013F-HRTimeline
Ground Swell Capital, LLC2,638$1.55M3.37%new13F-HRTimeline
Independent Wealth Network Inc.2,634$1.54M0.63%-1913F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC2,630$1.54M0.99%013F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…2,626$1.54M0.75%-2213F-HRTimeline
Sterling Financial Planning, Inc.2,623$1.54M0.57%-8913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,622$1.54M0.14%+23713F-HRTimeline
RETIREMENT GUYS FORMULA LLC2,616$1.53M0.77%+1413F-HRTimeline
Long Road Investment Counsel, LLC2,614$1.53M0.62%013F-HRTimeline
Crumly & Associates Inc.2,613$1.53M0.42%+2,03913F-HRTimeline
O'ROURKE & COMPANY, Inc2,611$1.53M0.75%+3113F-HRTimeline
JT Stratford LLC2,611$1.53M0.25%+4213F-HRTimeline
Silverleafe Capital Partners, LLC2,606$1.53M0.48%+23413F-HRTimeline
Able Wealth Management LLC2,602$1.53M1%+11813F-HRTimeline
Skaana Management L.P.2,600$1.52M0.49%new13F-HRTimeline
SHELTON CAPITAL MANAGEMENT2,596$1.52M0.04%+34013F-HRTimeline
WEXFORD CAPITAL LP2,596$1.52M0.39%013F-HRTimeline
May Hill Capital, LLC2,592$1.52M0.59%13F-HRTimeline
RiverGlades Family Offices LLC2,590$1.52M1.08%+113F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV2,587$1.52M0.21%-5513F-HRTimeline
Sunpointe, LLC2,576$1.51M0.76%-1913F-HRTimeline
NATURAL INVESTMENTS, LLC2,583$1.51M0.42%13F-HRTimeline
Monterey Private Wealth, Inc.2,578$1.51M0.5%-4113F-HRTimeline
Narus Financial Partners, LLC2,572$1.51M0.51%+3913F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,567$1.5M0.21%+5113F-HRTimelineGroup
Spectrum Asset Management, Inc. (NB/CA)2,555$1.5M0.67%+113F-HRTimeline
EXCALIBUR MANAGEMENT CORP2,562$1.5M0.6%+32613F-HRTimeline
CORDA Investment Management, LLC.2,562$1.5M0.12%-2113F-HRTimeline
Bruce G. Allen Investments, LLC2,558$1.5M1.22%+20413F-HRTimeline
American Financial Advisors, LLC2,555$1.5M0.21%+4313F-HRTimeline
Tranquility Partners, LLC2,549$1.49M0.56%+17113F-HRTimeline
Dorsey Wright & Associates2,546$1.49M0.36%new13F-HRTimeline
Ariadne Wealth Management, LP2,465$1.49M0.68%+24513F-HRTimeline
Midwest Financial Group LLC2,540$1.49M0.85%+21913F-HRTimeline
Aster Capital Management (DIFC) Ltd2,534$1.49M0.57%new13F-HRTimeline
SkyOak Wealth, LLC2,534$1.49M0.32%+45913F-HRTimeline
Clearwater Capital Advisors, LLC2,529$1.48M0.15%-21813F-HRTimeline
Yeomans Consulting Group, Inc.2,529$1.48M0.56%+9613F-HRTimeline
Cambridge Financial Group, LLC2,527$1.48M0.63%-5713F-HRTimeline
Davidson Kahn Capital Management, LLC2,523$1.48M1.37%13F-HRTimeline
Atlanta Consulting Group Advisors, LLC2,521$1.48M0.54%-47413F-HR/ATimeline
Gilman Hill Asset Management, LLC2,520$1.48M0.26%-413F-HRTimeline
Investment Advisory Group, LLC2,518$1.48M0.49%+613F-HRTimeline
Spinnaker Investment Group, LLC2,513$1.47M0.36%-10313F-HRTimeline
BANK OF STOCKTON2,512$1.47M0.45%+95213F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.2,507$1.47M1.3%13F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC2,504$1.47M1.15%013F-HRTimeline
Wealthstar Advisors, LLC2,504$1.47M0.64%13F-HRTimeline
EPG Wealth Management LLC2,500$1.47M0.39%-1513F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC2,500$1.47M1.12%013F-HRTimeline
Brooklyn FI, LLC2,489$1.46M0.49%+1,80213F-HR/ATimeline
Clarity Capital Partners LLC2,489$1.46M0.76%-4713F-HRTimeline
Saxony Capital Management, LLC2,485$1.46M1.28%-913F-HRTimeline
Caitlin John, LLC2,479$1.45M0.99%-16613F-HRTimeline
Tanglewood Wealth Management, Inc.2,478$1.45M0.17%013F-HRTimeline
Fulcrum Equity Management2,478$1.45M1.44%-4,53013F-HRTimeline
Martel Wealth Advisors LLC2,471$1.45M0.28%-5813F-HRTimeline
True Link Financial Advisors, LLC2,465$1.44M0.12%+35713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC2,461$1.44M0.4%new13F-HRTimeline
Matthew Goff Investment Advisor, LLC2,459$1.44M0.27%-3613F-HRTimeline
Upper Left Wealth Management, LLC2,459$1.44M1.23%-2113F-HRTimeline
Orcam Financial Group2,459$1.44M1.39%+28113F-HRTimeline
One Wealth Management Investment & Advi…2,452$1.44M2.28%+52413F-HRTimeline
Friedenthal Financial2,450$1.44M0.84%-713F-HRTimeline
Bernard Wealth Management Corp.2,447$1.43M0.67%13F-HR/ATimeline
MONETARY MANAGEMENT GROUP INC2,440$1.43M0.37%013F-HRTimeline
Baring Financial LLC2,439$1.43M1.27%13F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC2,429$1.43M0.56%-9613F-HRTimeline
Bell Investment Advisors, Inc2,428$1.42M0.27%+15213F-HRTimeline
Austin Wealth Management, LLC2,381$1.42M0.29%+3413F-HRTimeline
BAKER BOYER NATIONAL BANK2,427$1.42M0.49%+12913F-HRTimeline
Dana Investment Advisors, Inc.2,412$1.41M0.05%+2113F-HRTimeline
PING CAPITAL MANAGEMENT, INC.2,400$1.41M0.58%new13F-HRTimeline
EagleClaw Capital Managment, LLC2,398$1.41M0.22%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…2,395$1.4M0.27%+17413F-HRTimelineGroup
Shade Tree Advisors LLC2,391$1.4M1.41%13F-HRTimeline
Delta Financial Group, Inc.2,390$1.4M0.33%-9013F-HRTimeline
CNB Bank2,389$1.4M0.65%-64213F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC2,387$1.4M0.19%-17513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Texas Bank & Trust Co2,385$1.4M0.58%13F-HRTimeline
Hudson Portfolio Management LLC2,380$1.39M1.37%+21413F-HRTimeline
FIGURE 8 INVESTMENT STRATEGIES LLC2,375$1.39M1.37%13F-HRTimeline
Blue Barn Wealth, LLC2,373$1.39M0.73%+5713F-HRTimeline
Lionsbridge Wealth Management LLC2,367$1.39M1.16%-1,06413F-HRTimeline
Fingerlakes Wealth Management, Inc.2,356$1.38M1.11%-1013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.2,349$1.38M0.12%-1013F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC2,353$1.38M0.14%+1,32913F-HRTimeline
Parker Financial LLC2,353$1.38M0.68%-36513F-HRTimeline
Dempze Nancy E2,348$1.38M0.79%new13F-HRTimeline
HF Advisory Group, LLC2,345$1.37M0.63%+1213F-HRTimeline
Main Street Research LLC2,331$1.37M0.09%+20613F-HRTimeline
BIP Alliance, LLC2,334$1.37M0.58%13F-HRTimeline
Alpha Omega Wealth Management LLC2,333$1.37M0.26%+713F-HRTimeline
WINDWARD CAPITAL MANAGEMENT CO /CA2,330$1.37M0.1%+213F-HRTimeline
Moisand Fitzgerald Tamayo, LLC2,329$1.37M0.19%013F-HRTimeline
Paradigm Capital Management, LLC/NV2,316$1.36M1.27%+32713F-HRTimeline
Penbrook Management LLC2,315$1.36M0.93%013F-HRTimeline
Leisure Capital Management2,306$1.35M0.53%+25213F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,304$1.35M0.49%-4913F-HRTimeline
ESL Trust Services, LLC2,302$1.35M0.3%013F-HRTimeline
Davis Capital Management2,292$1.34M1.09%013F-HRTimeline
Intellectus Partners, LLC2,278$1.34M0.3%+413F-HRTimeline
Janney Capital Management LLC2,283$1.34M0.09%013F-HRTimeline
Prospect Financial Services LLC2,280$1.34M0.73%+8513F-HRTimeline
CURIO WEALTH, LLC2,279$1.34M0.72%13F-HRTimeline
Westwood Wealth Management2,276$1.33M0.48%+2513F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC2,276$1.33M1.07%13F-HRTimeline
Santori & Peters, Inc.2,272$1.33M0.51%-4113F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX1,960$1.33M0.33%-30313F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…2,271$1.33M0.32%+24413F-HRTimeline
Westfuller Advisors, LLC2,259$1.33M0.84%+613F-HRTimeline
PARTHENON LLC2,266$1.33M0.16%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,260$1.33M0.93%-1,61413F-HRTimeline