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Disclosery

SPY STATE STR SPDR S&P 500 ETF T

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SHS (fund), issuer CIK 884394

4,197 managers (4,237 13F filers) reported a position in SPY shares at 2024-12-31, 586,525,685 shares in all. 165 filers opened a position and 98 filers sold out during the quarter.

Managers
4,197
13F filers
4,237
New
165
Added
1,671
Reduced
1,471
Sold out
98
Shares held by filers
586,525,685

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
Sendero Wealth Management, LLC1,753$1.03M0.15%013F-HRTimeline
Wealth Watch Advisors, INC1,750$1.03M0.64%13F-HRTimeline
Lafayette Investments, Inc.1,749$1.03M0.22%+42313F-HRTimeline
HTG Investment Advisors, Inc.1,748$1.02M0.47%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,742$1.02M0.39%13F-HRTimeline
Investment Partners Asset Management, I…1,736$1.02M0.8%+11013F-HRTimeline
Bedell Frazier Investment Counselling, …1,736$1.02M0.25%+11813F-HRTimeline
Beirne Wealth Consulting Services, LLC1,729$1.02M0.37%013F-HRTimeline
Ipsen Advisor Group LLC1,733$1.02M0.87%13F-HRTimeline
MAS Advisors LLC1,730$1.01M1.7%013F-HRTimeline
Smartleaf Asset Management LLC1,720$1.01M0.1%+8613F-HRTimeline
GKV Capital Management Co., Inc.1,726$1.01M0.41%13F-HRTimeline
Passive Capital Management, LLC.1,723$1.01M0.36%013F-HRTimeline
LETKO, BROSSEAU & ASSOCIATES INC1,720$1.01M0.02%013F-HRTimeline
Fortis Capital Management LLC1,715$1.01M0.19%+5513F-HRTimeline
Ewing Morris & Co. Investment Partners …1,714$1M0.35%new13F-HRTimeline
DKM Wealth Management, Inc.1,711$1M0.95%13F-HRTimeline
Prospect Financial Group LLC1,706$1000K1.23%13F-HRTimeline
Trivant Custom Portfolio Group, LLC1,705$999K0.58%-913F-HRTimeline
Powers Advisory Group, LLC1,703$998K0.5%-313F-HRTimeline
Live Oak Private Wealth LLC1,698$995K0.17%+2313F-HRTimeline
Balentine LLC1,697$995K0.04%-8313F-HRTimeline
Prosperitas Financial LLC1,697$995K0.5%-12813F-HRTimeline
RFP Financial Group LLC1,693$992K0.39%-4913F-HRTimeline
Visionary Horizons, LLC1,689$990K0.65%-11513F-HRTimeline
Callahan Advisors, LLC1,688$989K0.09%+5913F-HRTimeline
Financial Enhancement Group LLC1,701$989K0.15%+1,02013F-HRTimeline
Jessup Wealth Management, Inc1,686$988K0.42%-1213F-HRTimeline
Intergy Private Wealth, LLC1,684$987K0.37%-1013F-HRTimeline
Diversified Investment Strategies, LLC1,684$987K0.64%013F-HRTimeline
Millstone Evans Group, LLC1,682$986K0.67%13F-HRTimeline
Providence Capital Advisors, LLC1,680$985K0.2%013F-HRTimeline
AMARA FINANCIAL, LLC.1,676$982K0.91%+513F-HRTimeline
WEST MICHIGAN ADVISORS, LLC1,677$982K0.3%-52313F-HRTimeline
ARQ WEALTH ADVISORS, LLC1,675$982K0.37%+1613F-HRTimeline
ARVEST INVESTMENTS, INC.1,675$982K0.16%-9713F-HRTimeline
J. L. Bainbridge & Co., Inc.1,674$981K0.09%+17813F-HRTimeline
Oak Wealth Advisors LLC1,672$980K0.75%13F-HRTimeline
DRAVO BAY LLC1,672$980K0.48%+3113F-HRTimeline
McDonough Capital Management, Inc1,666$976K0.6%+1513F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS1,664$975K0.8%+6213F-HRTimeline
Infinity Wealth Counsel, LLC1,663$975K1.04%13F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC1,661$973K1.06%13F-HRTimeline
Key Financial Inc1,661$973K0.22%+14113F-HRTimeline
Whalen Wealth Management Inc.1,659$973K0.67%+38813F-HRTimeline
ONE Advisory Partners, LLC1,659$972K0.43%013F-HRTimeline
Carlson Capital Management1,656$971K0.04%+36013F-HRTimeline
Three Magnolias Financial Advisors, LLC1,656$971K1.02%13F-HRTimeline
Seaside Wealth Management, Inc.1,653$969K0.35%+11413F-HRTimeline
Fortress Wealth Management, Inc.1,651$968K0.47%+413F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.1,649$967K0.39%+29813F-HRTimeline
Unison Asset Management LLC1,645$964K0.47%013F-HRTimeline
INKWELL CAPITAL LLC1,645$964K1.03%13F-HRTimeline
Goldstream Capital Management Ltd1,635$962K0.41%+78513F-HRTimeline
STEVENS CAPITAL PARTNERS1,640$961K0.44%-9213F-HRTimeline
TFB Advisors LLC1,639$960K0.27%+6613F-HRTimeline
Horizon Investments, LLC1,637$959K0.03%+23113F-HRTimeline
Cetera Trust Company, N.A1,636$959K0.62%013F-HRTimeline
Signet Investment Advisory Group, Inc.1,632$956K0.49%013F-HRTimeline
Kidder Stephen W1,630$955K0.29%+8013F-HRTimeline
DOCK STREET ASSET MANAGEMENT INC1,629$955K0.11%+2713F-HRTimeline
Strategic Financial Services, Inc.1,628$954K0.06%-3313F-HRTimeline
626 Financial, LLC1,627$953K0.51%+113F-HRTimeline
LEGACY FINANCIAL GROUP, INC.1,623$951K0.31%-12213F-HRTimeline
Arcadia Wealth Management, Inc.1,622$951K0.81%13F-HRTimeline
Quotient Wealth Partners, LLC1,618$948K0.03%-2613F-HRTimeline
Stack Financial Management, Inc1,615$947K0.09%+6513F-HRTimeline
VSM Wealth Advisory, LLC1,612$945K0.34%13F-HRTimeline
Dentgroup LLC1,612$945K0.72%+30713F-HRTimeline
Fairman Group, LLC1,604$943K0.78%-2813F-HRTimeline
Indie Asset Partners, LLC1,610$943K0.74%-4413F-HRTimeline
Brueske Advisory Services, LLC1,609$943K0.84%13F-HRTimeline
LS Investment Advisors, LLC1,608$942K0.14%+2813F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,606$942K0.38%+113F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska1,607$942K0.15%13F-HRTimelineGroup
2UniFi Bank1,606$941K0.63%13F-HRTimeline
Noble Wealth Management PBC1,605$941K0.65%13F-HRTimeline
Compass Financial Services Inc1,603$939K0.53%13F-HRTimeline
MRA Advisory Group1,598$937K0.5%+1613F-HRTimeline
Alamar Capital Management, LLC1,587$933K0.51%013F-HRTimeline
Cornerstone Planning Group LLC1,553$931K0.23%-4213F-HRTimeline
James Hambro & Partners LLP1,588$931K0.04%new13F-HRTimeline
Sargent Investment Group, LLC1,598$929K0.15%+98613F-HRTimeline
POINCIANA ADVISORS GROUP, LLC1,583$928K0.94%13F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD1,577$924K0.84%13F-HRTimeline
Martin Capital Advisors, LLP1,577$924K0.6%-13013F-HRTimeline
BKM Wealth Management, LLC1,573$922K0.38%-16513F-HRTimeline
Ethic Inc.1,572$921K0.02%+9913F-HRTimeline
Galvin, Gaustad & Stein, LLC1,571$921K0.08%+913F-HRTimeline
Bernardo Wealth Planning LLC1,583$919K0.22%-213F-HRTimeline
AJ Advisors, LLC1,567$918K0.48%+513F-HRTimeline
Rossby Financial, LCC1,561$915K0.58%13F-HRTimeline
AAF Wealth Management, LLC1,561$915K0.46%+47813F-HR/ATimeline
Eagle Bluffs Wealth Management LLC1,554$914K0.49%013F-HRTimeline
Wilson & Boucher Capital Management, LLC1,558$913K0.65%-26213F-HRTimeline
Opes Wealth Management LLC1,557$913K0.19%+8413F-HRTimeline
Birchcreek Wealth Management, LLC1,556$912K0.57%013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…1,547$907K0.31%+1,00013F-HRTimeline
Ted Buchan & Co1,546$907K0.43%+7113F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.1,546$906K0.19%-23813F-HRTimeline
PFG Private Wealth Management, LLC1,545$905K0.52%013F-HRTimeline
Capital Advantage, Inc.1,541$903K0.16%new13F-HRTimeline
Argentarii, LLC1,538$901K0.45%13F-HRTimeline
Solidarity Wealth, LLC1,533$901K0.23%+24013F-HRTimeline
Hilton Capital Management, LLC1,536$900K0.08%013F-HRTimeline
GHP Investment Advisors, Inc.1,534$899K0.04%+2313F-HRTimeline
VICTORY FINANCIAL GROUP, LLC1,528$896K0.24%13F-HRTimeline
Ruedi Wealth Management, Inc.1,526$895K0.28%-6413F-HRTimeline
Fortitude Financial, LLC1,526$894K0.5%13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,522$892K0.02%+51713F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC1,522$892K0.13%-1,10013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,522$892K0.15%-713F-HRTimeline
JMAC ENTERPRISES LLC1,518$890K0.14%-113F-HRTimeline
Northwest Quadrant Wealth Management, L…1,516$889K0.2%+27413F-HRTimeline
Marquette Asset Management, LLC1,516$888K0.15%-5,42713F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…1,516$888K0.92%13F-HRTimeline
BARLOW WEALTH PARTNERS, LLC1,495$886K0.11%+2513F-HRTimeline
New Covenant Trust Company, N.A.1,505$885K0.88%013F-HRTimeline
Landing Point Financial Group, LLC1,466$884K0.67%13F-HRTimeline
PAX Financial Group, LLC1,507$883K0.16%+313F-HRTimeline
OPINICUS CAPITAL, INC.1,504$882K0.74%-3413F-HRTimeline
Prepared Retirement Institute LLC1,503$881K0.5%+113F-HRTimeline
CIM, LLC1,502$881K0.13%013F-HRTimeline
Commonwealth Retirement Investments LLC1,502$880K0.36%-9713F-HRTimeline
Balefire, LLC1,505$880K0.3%-11313F-HRTimeline
CAMDEN NATIONAL BANK1,500$879K0.13%-2013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Osprey Private Wealth LLC1,500$879K0.61%013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC1,493$875K0.35%+3713F-HRTimeline
Family Capital Trust Co1,492$874K0.3%-2613F-HRTimeline
Abundance Wealth Counselors1,491$874K0.19%new13F-HRTimeline
Rockwood Wealth Management, LLC1,483$872K0.09%-43213F-HRTimeline
AFT, FORSYTH & COMPANY, INC.1,489$872K0.43%-11613F-HRTimeline
CVA Family Office, LLC1,488$872K0.14%-5013F-HRTimeline
Alternative Investment Advisors, LLC.1,487$871K0.45%-36613F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …1,486$871K0.06%013F-HRTimelineGroup
Paragon Private Wealth Management, LLC1,485$870K0.4%-4213F-HRTimeline
Sulzberger Capital Advisors, Inc.1,478$866K0.99%13F-HRTimeline
Fenimore Asset Management Inc1,477$866K0.02%-113F-HRTimeline
AllSquare Wealth Management LLC1,474$864K0.5%013F-HRTimeline
Cladis Investment Advisory, LLC1,474$864K0.61%013F-HRTimeline
RAM Investment Partners, LLC1,472$862K0.21%+513F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC1,470$862K0.01%-17613F-HRTimeline
Midwest Capital Advisors, LLC1,470$862K0.63%13F-HRTimeline
Burk Holdings LLC1,469$861K0.7%13F-HRTimeline
Zuckerman Investment Group, LLC1,437$859K0.08%-27613F-HRTimeline
Elm3 Financial Group, LLC1,462$857K0.73%13F-HRTimeline
Schaeffer Financial LLC1,462$857K0.85%+39613F-HRTimeline
Point Windward Advisors Inc.1,462$857K0.32%-1313F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC1,454$852K0.38%013F-HRTimeline
Wiser Wealth Management, Inc1,448$849K0.24%-1113F-HRTimeline
MMA ASSET MANAGEMENT LLC1,447$848K0.37%-29913F-HRTimeline
HighMark Wealth Management LLC1,437$842K0.48%+28813F-HRTimeline
Addison Advisors LLC1,437$842K0.23%+1413F-HRTimeline
WealthCollab, LLC1,435$841K0.54%+113F-HRTimeline
SPC Financial, Inc.1,432$839K0.07%-313F-HRTimeline
Glass Jacobson Investment Advisors llc1,428$837K0.27%+35713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Great Waters Wealth Management1,427$836K0.11%+53713F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,426$836K0.21%+6413F-HRTimeline
jvl associates llc1,424$835K0.32%+18313F-HRTimeline
Generali Asset Management SPA SGR1,423$834K0.02%13F-HR/ATimeline
Monument Capital Management1,422$833K0.23%-16313F-HRTimeline
LifeGuide Financial Advisors, LLC1,419$832K0.36%-11413F-HRTimeline
AVALON CAPITAL MANAGEMENT1,414$829K0.27%-113F-HRTimeline
Buttonwood Financial Advisors Inc.1,413$828K0.36%013F-HRTimeline
New Age Alpha Advisors, LLC1,412$828K0.03%new13F-HR/ATimeline
INNEALTA CAPITAL, LLC1,410$826K0.4%+9013F-HRTimeline
BEACON FINANCIAL GROUP1,410$826K0.09%+4013F-HRTimeline
Carr Financial Group Corp1,407$825K0.26%+37813F-HRTimeline
Finer Wealth Management, Inc.1,404$823K0.47%-713F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV1,403$822K0.28%013F-HRTimeline
Parkshore Wealth Management, Inc.1,401$821K0.49%13F-HRTimeline
HWG Holdings LP1,401$821K0.27%-23013F-HRTimeline
Seneca House Advisors1,400$821K0.33%013F-HRTimeline
Vantage Financial Partners, LLC1,398$819K0.2%+9713F-HRTimeline
Maxele Advisors, LLC1,394$817K0.78%13F-HRTimeline
WealthTrust Axiom LLC1,393$816K0.24%+113F-HRTimeline
Morling Financial Advisors, LLC1,392$816K0.28%+54013F-HRTimeline
FIRST FINANCIAL CORP /IN/1,391$815K0.38%013F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…1,389$814K0.57%013F-HRTimeline
WEALTH EFFECTS LLC1,389$814K0.29%-12013F-HRTimeline
High Note Wealth, LLC1,385$812K0.21%-44113F-HRTimeline
Strategic Investment Advisors / MI1,381$810K0.09%+9813F-HRTimeline
Mattern Wealth Management LLC1,380$809K0.18%-213F-HRTimeline
Thomasville National Bank1,372$804K0.06%+6113F-HRTimeline
Beacon Wealthcare LLC1,372$804K0.33%013F-HRTimeline
SMART Wealth LLC1,370$803K0.29%+36213F-HRTimeline
Comprehensive Financial Consultants Ins…1,369$802K0.29%-33713F-HRTimeline
GoalVest Advisory LLC1,368$802K0.22%-11813F-HRTimeline
Nicollet Investment Management, Inc.1,366$800K0.27%013F-HRTimeline
Quest 10 Wealth Builders, Inc.1,359$797K0.79%13F-HRTimeline
Pacific Wealth Strategies Group, Inc.1,358$796K0.55%+1413F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC1,358$796K0.61%-2413F-HRTimeline
Aufman Associates Inc1,355$794K0.54%-3913F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC1,339$794K0.61%013F-HRTimeline
RiverFront Investment Group, LLC1,353$793K0.02%+2213F-HRTimeline
Sompo Asset Management Co., Ltd.1,350$791K0.13%-18013F-HRTimeline
MeadowBrook Investment Advisors LLC1,348$790K0.7%-2013F-HRTimeline
Symmetry Partners, LLC1,342$787K0.11%new13F-HRTimeline
Financial Alternatives, Inc1,341$786K0.55%013F-HRTimeline
Greenbush Financial Group, LLC1,340$785K0.41%13F-HRTimeline