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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
W.H. Cornerstone Investments Inc.2,262$1.33M0.89%+613F-HRTimeline
Formidable Asset Management, LLC2,454$1.32M0.22%-92713F-HRTimeline
Kuhn & Co Investment Counsel2,254$1.32M1.12%+913F-HRTimeline
DEFINE FINANCIAL, LLC2,252$1.32M1%13F-HRTimeline
Pathway Financial Advisers, LLC2,250$1.32M0.44%+18313F-HRTimeline
Missouri Trust & Investment Co2,248$1.32M0.46%-2613F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC2,248$1.32M0.54%-213F-HRTimeline
ATWOOD & PALMER INC2,246$1.32M0.09%-813F-HRTimeline
Von Berge Wealth Management Group, LLC2,175$1.32M0.8%013F-HRTimeline
A&I FINANCIAL SERVICES, LLC2,241$1.31M1.28%13F-HRTimeline
N.E.W. Advisory Services LLC2,241$1.31M0.12%+1413F-HRTimeline
Darrow Company, Inc.2,241$1.31M0.76%-1813F-HRTimeline
Capital Planning Advisors, LLC2,227$1.31M0.2%-50013F-HRTimeline
Armor Investment Advisors, LLC2,225$1.3M0.54%+113F-HRTimeline
Leonard Rickey Investment Advisors P.L.…2,620$1.3M0.3%+39513F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC2,221$1.3M0.24%-6513F-HRTimeline
Pekin Hardy Strauss, Inc.2,220$1.3M0.17%-3613F-HRTimeline
Fort Sheridan Advisors LLC2,218$1.3M0.19%+52913F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC2,388$1.3M0.82%013F-HRTimeline
Trust Co of Tennessee2,215$1.3M0.43%+5713F-HRTimeline
Trevian Wealth Management LLC2,215$1.3M0.96%+313F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC2,213$1.3M0.22%013F-HRTimeline
Wade Financial Advisory, Inc2,211$1.3M0.44%+77013F-HRTimeline
Fiduciary Group, LLC2,208$1.29M0.13%+113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP2,204$1.29M0.15%-4113F-HRTimeline
Retirement Investment Advisors, Inc.2,203$1.29M0.14%-40213F-HRTimeline
Estate Counselors, LLC2,200$1.29M0.14%-2513F-HRTimeline
Sebold Capital Management, Inc.2,196$1.29M0.86%-513F-HRTimeline
MBA Advisors LLC2,191$1.28M0.65%-113F-HRTimeline
Bordeaux Wealth Advisors LLC2,188$1.28M0.21%-213F-HR/ATimeline
Bright Futures Wealth Management, LLC.2,124$1.28M1.14%-13613F-HRTimeline
Granite Bay Wealth Management, LLC2,180$1.28M0.47%+49913F-HRTimeline
Southeast Asset Advisors, LLC2,161$1.27M0.16%-39913F-HRTimeline
VAUGHAN & Co SECURITIES, INC.2,159$1.27M0.76%-113F-HRTimeline
Buffington Mohr McNeal2,158$1.26M0.21%+9713F-HRTimeline
WealthBridge Investment Counsel Inc.2,157$1.26M0.46%+3513F-HRTimeline
Sava Infond d.o.o.2,150$1.26M0.22%13F-HRTimeline
Archer Investment Corp2,148$1.26M0.34%+10013F-HRTimeline
L. Roy Papp & Associates, LLP2,144$1.26M0.15%+5113F-HRTimeline
Rockline Wealth Management, LLC2,141$1.26M0.34%013F-HRTimeline
DORCHESTER WEALTH MANAGEMENT Co2,141$1.25M0.25%-11013F-HRTimeline
Radnor Capital Management, LLC2,134$1.25M0.21%+23913F-HRTimeline
Capital Investment Counsel, Inc2,127$1.25M0.19%013F-HRTimeline
Massachusetts Wealth Management2,125$1.25M0.77%013F-HRTimeline
Park Place Capital Corp2,124$1.25M0.35%+29013F-HRTimeline
Fortune Financial Advisors, LLC2,124$1.24M1.13%-1113F-HRTimeline
AWM CAPITAL, LLC2,117$1.24M0.15%-11013F-HRTimeline
Souders Financial Advisors2,123$1.24M0.17%+43913F-HRTimeline
Alpha Financial Partners LLC2,123$1.24M0.98%+1,09413F-HRTimeline
McGuire Investment Group, LLC2,121$1.24M0.18%013F-HRTimeline
LifeGoal Investments, LLC2,121$1.24M1.35%13F-HRTimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC2,121$1.24M0.09%-1113F-HRTimeline
Laurel Wealth Planning LLC2,113$1.24M0.8%+47613F-HRTimeline
Acorn Wealth Advisors, LLC2,110$1.24M0.51%-22213F-HRTimeline
Kooman & Associates2,109$1.24M0.45%new13F-HRTimeline
Heartwood Wealth Advisors LLC2,106$1.23M0.14%+3813F-HRTimeline
Sound Income Strategies, LLC2,103$1.23M0.08%-2,38713F-HRTimeline
Horan Securities, Inc.2,103$1.23M0.47%+613F-HRTimeline
Medallion Wealth Advisors, LLC2,111$1.23M0.61%13F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC2,096$1.23M0.17%-413F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding2,094$1.23M+626Timeline
INDEPENDENT INVESTORS INC2,089$1.22M0.24%013F-HRTimeline
Courage Miller Partners, LLC2,078$1.22M0.42%-4013F-HRTimeline
Roof Eidam Maycock Peralta, LLC2,071$1.21M0.31%+36013F-HRTimeline
Park Edge Advisors, LLC2,070$1.21M0.35%-5913F-HRTimeline
Hiley Hunt Wealth Management2,070$1.21M0.67%-10013F-HRTimeline
Richard W. Paul & Associates, LLC2,070$1.21M0.44%-30913F-HRTimeline
Viewpoint Capital Management LLC2,069$1.21M0.64%+913F-HRTimeline
Family Office Research LLC2,061$1.21M0.53%13F-HRTimeline
BALLAST ADVISORS LLC2,060$1.21M0.37%-10213F-HRTimeline
Payne Capital Management, LLC2,058$1.21M0.52%13F-HRTimeline
Strid Group, LLC2,058$1.21M0.19%+21713F-HRTimeline
TI-TRUST, INC2,057$1.21M0.81%+7513F-HRTimeline
Clarus Group, Inc.2,056$1.21M0.43%+23613F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC2,055$1.2M0.27%+2613F-HRTimeline
YARGER WEALTH STRATEGIES, LLC2,054$1.2M0.69%+513F-HRTimeline
One Charles Private Wealth Services, LLC2,051$1.2M0.4%+4913F-HRTimeline
Prossimo Advisors, LLC2,050$1.2M0.87%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC2,045$1.2M0.64%013F-HRTimeline
Global Assets Advisory, LLC2,049$1.2M0.66%+15513F-HRTimeline
FLOYD FINANCIAL GROUP LLC2,062$1.2M0.98%13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,039$1.2M0.58%+32113F-HRTimeline
Riverbend Wealth Management, LLC2,033$1.19M1.06%13F-HRTimeline
Logan Stone Capital, LLC2,035$1.19M0.4%new13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC2,029$1.19M0.1%-3,15013F-HRTimeline
VestGen Investment Management2,028$1.19M0.32%+56313F-HRTimeline
tru Independence LLC2,028$1.19M0.37%+7613F-HRTimeline
ASSET PLANNING CORPORATION2,025$1.19M0.74%+1313F-HRTimeline
LINCOLN CAPITAL CORP2,024$1.19M0.49%013F-HRTimeline
Chapman Investment Management, LLC2,021$1.18M0.88%013F-HRTimeline
Front Street Capital Management, Inc.2,018$1.18M0.21%-77313F-HRTimeline
Kingstone Capital Partners Texas, LLC2,016$1.18M0.96%13F-HRTimeline
Your Advocates Ltd., LLP2,012$1.18M0.47%+10513F-HRTimeline
VICUS CAPITAL7,074$1.18M0.1%+1,19213F-HRTimeline
Bear Mountain Capital, Inc.1,926$1.17M0.46%-4913F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.2,000$1.17M0.73%013F-HRTimeline
LAM GROUP, INC.2,000$1.17M0.84%013F-HRTimeline
CURA WEALTH ADVISORS, LLC2,000$1.17M0.52%13F-HRTimeline
DOHENY ASSET MANAGEMENT /CA2,000$1.17M0.87%013F-HRTimeline
Blackhawk Capital Partners, LLC1,998$1.17M0.61%-5213F-HRTimeline
Sterling Manor Financial, LLC1,994$1.17M0.82%013F-HRTimeline
Haven Private, LLC1,994$1.17M0.65%13F-HRTimeline
CORA CAPITAL ADVISORS LLC1,993$1.17M0.56%-213F-HRTimeline
Measured Risk Portfolios, Inc.1,989$1.17M1.3%13F-HRTimeline
Convergence Financial, LLC1,988$1.17M0.23%-1,02413F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC1,981$1.17M0.14%-12313F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …1,986$1.16M0.17%13F-HRTimeline
THEORY FINANCIAL LLC1,985$1.16M0.49%+19713F-HRTimeline
Fielder Capital Group LLC1,982$1.16M0.36%+6513F-HRTimeline
Kapstone Financial Advisors LLC1,926$1.16M0.62%+12313F-HRTimeline
Capital CS Group, LLC1,975$1.16M1.55%-18413F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC1,975$1.16M0.87%-5013F-HRTimeline
ERn Financial, LLC1,974$1.16M0.17%-84813F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.1,972$1.16M0.13%+12813F-HRTimeline
United Community Bankin group United Community Bank1,972$1.16M0.45%-9013F-HRTimelineGroup
WEALTHSPAN PARTNERS, LLC1,969$1.15M0.55%+25513F-HRTimeline
Crescent Park Management, L.P.1,965$1.15M0.47%new13F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.1,965$1.15M0.68%-20013F-HRTimeline
Core Wealth Partners LLC1,964$1.15M0.66%+14913F-HRTimeline
Navalign, LLC1,959$1.15M0.34%-11813F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC1,957$1.15M0.37%+3013F-HRTimeline
Oak Harvest Investment Services1,954$1.15M0.16%-16413F-HRTimeline
ALERUS FINANCIAL NA1,951$1.14M0.09%+3313F-HRTimeline
Centric Wealth Management1,948$1.14M0.31%+1813F-HRTimeline
Narwhal Capital Management1,946$1.14M0.1%+76513F-HRTimeline
AM INVESTMENT STRATEGIES LLC1,945$1.14M0.28%013F-HRTimeline
Carl P. Sherr & Co., LLC1,943$1.14M0.6%013F-HRTimeline
POSTROCK PARTNERS LLC1,941$1.14M0.55%13F-HRTimeline
Burton Enright Welch1,931$1.13M0.24%+2013F-HRTimeline
LANDAAS & CO /WI /ADV1,930$1.13M0.31%+89213F-HRTimeline
Full Sail Capital, LLC1,923$1.13M0.07%-2913F-HRTimeline
North Berkeley Wealth Management, LLC1,921$1.13M1.14%13F-HRTimeline
FORBES J M & CO LLP1,919$1.12M0.11%+1,07713F-HRTimeline
Financial Advisory Corp1,910$1.12M0.2%13F-HRTimeline
BancFirst Trust & Investment Management1,901$1.12M0.5%-10013F-HRTimeline
Roberts Capital Advisors, LLC1,907$1.12M0.94%-42013F-HRTimeline
Trademark Financial Management, LLC1,905$1.12M0.89%+73313F-HRTimeline
Red Tortoise LLC1,905$1.12M0.59%-113F-HRTimeline
Pine Haven Investment Counsel, Inc1,902$1.11M0.92%013F-HRTimeline
SCRATCH CAPITAL LLC1,900$1.11M1.36%13F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA1,839$1.11M0.62%013F-HRTimeline
FCA CORP /TX1,896$1.11M0.35%013F-HRTimeline
Grey Fox Wealth Advisors, LLC1,886$1.11M0.3%-5813F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC1,890$1.11M0.71%-4013F-HRTimeline
Crown Wealth Group, LLC1,882$1.1M0.45%+91413F-HRTimeline
FIDELITY D & D BANCORP INC1,882$1.1M0.73%013F-HR/ATimeline
DecisionMap Wealth Management, LLC1,881$1.1M0.87%13F-HRTimeline
First Command Advisory Services, Inc.1,880$1.1M0.01%-1213F-HRTimeline
Smith Thornton Advisors LLC1,875$1.1M0.69%013F-HRTimeline
Godshalk Welsh Capital Management, Inc.1,875$1.1M0.71%013F-HRTimeline
Wealth Quarterback LLC1,874$1.1M0.52%+14113F-HRTimeline
Dominguez Wealth Management Solutions, …1,874$1.1M0.8%-613F-HRTimeline
Marion Wealth Management1,870$1.1M0.29%+413F-HRTimeline
Telos Capital Management, Inc.1,869$1.1M0.12%+15513F-HRTimeline
Johnson & White Wealth Management, LLC1,873$1.09M0.66%+21613F-HRTimeline
Root Financial Partners, LLC1,868$1.09M0.14%+73513F-HRTimeline
Everhart Financial Group, Inc.1,865$1.09M0.22%+55613F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA1,865$1.09M0.27%-913F-HRTimeline
Hollow Brook Wealth Management LLC1,865$1.09M0.34%-15013F-HRTimeline
KPP Advisory Services LLC1,863$1.09M0.26%+1013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC1,861$1.09M0.55%-18213F-HRTimelineGroup
Sugarloaf Wealth Management, LLC1,860$1.09M0.21%-3313F-HRTimeline
Hexagon Capital Partners LLC1,852$1.09M0.2%013F-HRTimeline
Vernal Point Advisors, LLC1,844$1.08M0.75%-1613F-HRTimeline
MYECFO, LLC1,850$1.08M0.59%+613F-HRTimeline
Wescott Financial Advisory Group, LLC1,850$1.08M0.11%-1513F-HRTimeline
PrairieView Partners, LLC1,849$1.08M0.11%-36013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,845$1.08M0.56%+2113F-HRTimeline
Finley Financial, LLC1,820$1.08M0.56%13F-HRTimeline
Poplar Forest Capital LLC1,836$1.08M0.2%-1913F-HRTimeline
VALICENTI ADVISORY SERVICES INC1,834$1.07M0.27%-11513F-HRTimeline
Warren Street Wealth Advisors, LLC1,833$1.07M0.44%-1913F-HRTimeline
Centerpoint Advisors, LLC1,833$1.07M0.38%-17513F-HRTimeline
Financial Partners Group, LLC1,831$1.07M0.45%+613F-HRTimeline
Vermillion Wealth Management, Inc.1,825$1.07M0.55%13F-HRTimeline
MARATHON CAPITAL MANAGEMENT1,824$1.07M0.27%+64513F-HRTimeline
Silver Oak Advisory Group, Inc.1,823$1.07M0.56%-12213F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc1,820$1.07M0.66%13F-HRTimeline
Elm Partners Management LLC1,816$1.06M0.07%-1713F-HRTimeline
Palogic Value Management, L.P.1,811$1.06M0.42%013F-HR/ATimeline
WINTRUST INVESTMENTS LLC1,808$1.06M0.93%-88813F-HRTimeline
Mascagni Wealth Management, Inc.1,891$1.06M1.05%13F-HR/ATimeline
Intellus Advisors LLC1,805$1.06M0.18%13F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…1,803$1.06M0.8%13F-HR/ATimelineGroup
Talon Private Wealth, LLC1,801$1.06M0.22%+55213F-HR/ATimeline
Sherman Asset Management, Inc.1,800$1.05M0.97%13F-HRTimeline
WJ Wealth Management, LLC1,798$1.05M0.36%-16213F-HRTimeline
VISTA INVESTMENT MANAGEMENT1,794$1.05M0.4%-2413F-HRTimeline
CacheTech Inc.1,792$1.05M0.2%new13F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC1,791$1.05M0.34%-5113F-HRTimeline
Graney & King, LLC1,790$1.05M0.79%13F-HRTimeline
IMS Capital Management1,789$1.05M0.49%013F-HRTimeline
CAPITAL COUNSEL LLC/NY1,788$1.05M0.04%+31413F-HR/ATimeline
REGATTA CAPITAL GROUP, LLC1,784$1.05M0.2%-8813F-HRTimeline
San Luis Wealth Advisors LLC1,778$1.04M0.2%+3113F-HRTimeline
Syntegra Private Wealth Group, LLC1,774$1.04M0.12%-4013F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP1,760$1.03M0.03%+513F-HRTimeline
Eagle Bay Advisors LLC1,753$1.03M0.65%+86813F-HRTimeline
Mezzasalma Advisors, LLC1,756$1.03M0.33%+75513F-HRTimeline
Sendero Wealth Management, LLC1,753$1.03M0.15%013F-HRTimeline