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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
Milestone Asset Management Group, LLC1,340$785K0.7%13F-HRTimeline
RW Investment Management LLC1,339$785K0.1%-6313F-HRTimeline
Heritage Wealth Management, Inc. /CA/1,336$783K0.67%+20113F-HRTimeline
KEB ASSET MANAGEMENT, LLC1,331$780K0.22%+12313F-HRTimeline
L.K. Benson & Company, P.C.1,324$776K0.55%13F-HRTimeline
Center For Asset Management LLC1,320$774K0.5%+7113F-HRTimeline
Planning Center, Inc.1,320$774K0.1%-20113F-HRTimeline
ROGCO, LP1,320$774K0.32%+62113F-HRTimeline
Cooper Capital Advisors LLC1,319$773K0.8%13F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC1,310$770K0.64%013F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC1,313$770K0.53%+36513F-HRTimeline
Rothschild Capital Partners, LLC1,312$769K0.19%+413F-HRTimeline
Ipswich Investment Management Co., Inc.1,311$768K0.18%-2013F-HRTimeline
Physician Wealth Advisors, Inc.1,308$767K0.13%+21713F-HRTimeline
Windsor Advisory Group, LLC1,308$767K0.89%-13213F-HRTimeline
Cardinal Point Capital Management ULC1,303$766K0.12%+413F-HRTimeline
Left Brain Wealth Management, LLC1,306$765K0.29%-12413F-HRTimeline
Bullock Wealth Management Group1,302$763K0.45%+13313F-HRTimeline
Manuka Financial, LLC1,301$763K0.51%13F-HRTimeline
Wells Trecaso Financial Group, LLC1,297$760K0.25%-2513F-HRTimeline
D'Orazio & Associates, Inc.1,297$760K0.11%+113F-HRTimeline
CASCADE INVESTMENT GROUP, INC.1,295$759K0.54%-2613F-HRTimeline
FSA Wealth Management LLC1,294$759K0.31%+213F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC1,291$758K0.19%-2813F-HRTimeline
Community Bank & Trust, Waco, Texas1,294$758K0.17%+3413F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC1,301$756K0.25%+113F-HRTimeline
Rise Advisors, LLC1,290$756K0.36%+15713F-HRTimeline
4J Wealth Management LLC1,287$754K0.61%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,285$753K0.46%013F-HRTimeline
SJS Investment Consulting Inc.1,285$753K0.13%013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC1,279$752K0.37%13F-HRTimeline
INVESTMENT PARTNERS, LTD.1,282$751K0.31%+113F-HRTimeline
Silver Lake Advisory, LLC1,281$751K0.33%+7313F-HRTimeline
SCHOLTZ & COMPANY, LLC1,281$751K0.36%-7113F-HRTimeline
Elser Financial Planning, Inc1,281$751K0.05%new13F-HRTimeline
Aberdeen Wealth Management LLC1,280$750K0.51%-6313F-HRTimeline
Washington Trust Bank1,279$750K0.07%+12813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TFG Advisers LLC1,278$749K0.27%-4613F-HRTimeline
M. Kulyk & Associates, LLC1,275$747K0.16%+33813F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC1,267$745K0.2%013F-HRTimeline
Stanich Group LLC1,270$744K0.56%13F-HRTimeline
Stegner Investment Associates Inc.1,268$743K0.49%+29613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Altus Wealth Group LLC1,268$743K0.33%-37713F-HRTimeline
Prairie Sky Financial Group LLC1,268$743K0.46%-1,84213F-HRTimeline
American Trust Investment Advisors, LLC1,267$743K0.3%013F-HRTimeline
Vectors Research Management, LLC1,266$742K0.25%-15013F-HRTimeline
Valley Financial Group, Inc.1,262$739K0.51%-28413F-HRTimeline
Northstar Financial Companies, Inc.1,261$739K0.7%13F-HRTimeline
Stonehearth Capital Management, LLC1,259$738K0.3%013F-HRTimeline
Advyzon Investment Management, LLC1,258$737K0.28%13F-HRTimeline
OFI INVEST ASSET MANAGEMENT1,298$735K0.02%13F-HRTimeline
William Mack & Associates, Inc.1,253$734K0.77%13F-HRTimeline
TriaGen Wealth Management LLC1,253$734K0.25%013F-HRTimeline
Bryant Woods Investment Advisors, LLC1,251$733K0.36%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC1,238$733K0.15%013F-HRTimeline
Willow Creek Wealth Management Inc.1,248$732K0.07%-1613F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC1,248$731K0.34%13F-HRTimeline
Carrera Capital Advisors1,242$730K0.17%+413F-HRTimeline
EWA, LLC1,246$730K0.27%-213F-HRTimeline
Constitution Capital LLC1,244$729K0.41%-1413F-HRTimeline
First Bancorp, Inc /ME/1,244$729K0.5%-5513F-HRTimeline
Bath Savings Trust Co1,243$728K0.07%-31113F-HRTimeline
Stewardship Advisors, LLC1,243$728K0.2%013F-HRTimeline
ASSET PLANNING SERVICES INC /LA/ /ADV1,242$728K0.35%-7013F-HRTimeline
Nova Wealth Management, Inc.1,241$728K0.63%13F-HRTimeline
HT Partners LLC1,241$727K0.25%-2113F-HRTimeline
Fairvoy Private Wealth, LLC1,241$727K0.19%13F-HRTimeline
Canton Hathaway, LLC1,240$727K0.18%013F-HRTimeline
Grantvest Financial Group LLC1,239$726K0.81%13F-HRTimeline
Abbot Financial Management, Inc.1,239$726K0.36%013F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…1,239$726K0.08%013F-HR/ATimelineGroup
NORTH POINT PORTFOLIO MANAGERS CORP/OH1,238$726K0.13%-1713F-HRTimeline
Grant Street Asset Management, Inc.1,234$723K0.19%013F-HRTimeline
Apeiron RIA LLC1,232$722K0.2%+3813F-HRTimeline
Householder Group Estate & Retirement S…1,220$715K0.53%-7,14213F-HRTimeline
SHUFRO ROSE & CO LLC1,216$713K0.06%+28013F-HRTimeline
Ballast, Inc.1,214$712K0.2%+2913F-HRTimeline
Granite Harbor Advisors, Inc.1,213$711K0.39%+113F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI1,212$711K0.05%+913F-HRTimeline
Hilltop Partners LLC1,212$711K0.24%+10313F-HRTimeline
Comprehensive Money Management Services…1,212$710K0.59%13F-HRTimeline
TPG Financial Advisors, LLC1,208$708K0.31%+26813F-HRTimeline
LVZ, Inc.1,204$706K0.09%+13413F-HRTimeline
Canvas Wealth Advisors, LLC1,202$705K0.18%013F-HRTimeline
HOURGLASS CAPITAL, LLC1,199$703K0.19%-3313F-HRTimeline
Intelligent Financial Strategies1,194$702K0.39%013F-HRTimeline
Maiden Cove Capital, LLC1,196$701K0.66%+63913F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC1,194$700K0.22%-4313F-HRTimeline
Holistic Financial Partners1,192$699K0.35%+1413F-HRTimeline
Allen Capital Group, LLC1,189$697K0.09%-1613F-HRTimeline
Hurlow Wealth Management Group, Inc.1,187$696K0.22%-213F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC1,187$696K0.41%13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC1,187$695K0.18%new13F-HR/ATimeline
Hutchens & Kramer Investment Management…1,186$695K0.38%+6713F-HRTimeline
Sequent Planning LLC1,181$692K0.25%-2013F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC1,180$692K0.22%013F-HRTimeline
Marotta Asset Management1,181$690K0.14%-38513F-HRTimeline
Gallo Partners, LP1,176$689K0.51%13F-HRTimeline
IMPACTfolio, LLC1,175$689K0.36%013F-HRTimeline
FC Advisory LLC1,173$688K0.23%+213F-HRTimeline
Goepper Burkhardt LLC1,167$684K0.28%+3513F-HRTimeline
RBA Wealth Management, LLC1,166$683K0.26%new13F-HRTimeline
FF Advisors,LLC1,130$683K0.47%+38613F-HRTimeline
Pointe Capital Management LLC1,164$683K0.39%013F-HR/ATimeline
EARNED WEALTH ADVISORS, LLC1,162$681K0.22%-413F-HRTimeline
ALKEME WEALTH, LLC1,161$680K0.31%-313F-HRTimeline
Ardent Capital Management, Inc.1,161$680K0.31%013F-HRTimeline
Certus Wealth Management, LLC1,124$680K0.46%013F-HRTimeline
Sage Financial Management Group, Inc.1,157$678K0.25%013F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.1,151$675K0.1%-1413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC1,151$675K0.26%+6613F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC1,148$673K0.33%-1413F-HRTimeline
Atlas Wealth Partners, LLC1,147$672K0.85%+54013F-HRTimeline
3EDGE Asset Management, LP1,145$671K0.04%-813F-HRTimeline
BostonPremier Wealth LLC1,145$671K0.41%13F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC1,145$671K0.26%+53113F-HRTimeline
Harbor Group, Inc.1,143$670K0.15%-2113F-HRTimeline
Innovative Wealth Building LLC1,140$668K0.6%13F-HRTimeline
Rakuten Securities, Inc.1,140$668K0.26%-18613F-HRTimeline
Sageworth Trust Co of South Dakota1,139$668K0.84%013F-HRTimeline
Darwin Wealth Management, LLC1,136$666K0.22%+5313F-HR/ATimeline
American Money Management, LLC1,136$666K0.13%-7713F-HRTimeline
BCGM Wealth Management, LLC1,136$666K0.21%-34613F-HRTimeline
SWMG, LLC1,096$665K0.26%+6213F-HRTimeline
Gradient Capital Advisors, LLC1,133$664K0.21%-2313F-HRTimeline
IVC Wealth Advisors LLC1,132$663K0.37%-413F-HRTimeline
Huntleigh Advisors, Inc.1,131$663K0.14%13F-HRTimeline
Karpus Management, Inc.1,130$662K0.02%013F-HRTimeline
Financial Sense Advisors, Inc.1,130$662K0.22%+313F-HRTimeline
Foster Group, Inc.1,128$661K0.03%-9913F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC1,128$661K0.18%-2713F-HRTimeline
AG Asset Advisory, LLC1,127$661K0.66%13F-HRTimeline
Investidor Profissional Gestao de Recur…1,124$659K0.81%new13F-HRTimeline
Blackston Financial Advisory Group, LLC1,122$658K0.33%-10213F-HRTimeline
Riverview Capital Advisers, LLC1,122$658K0.2%-113F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA1,119$656K0.02%13F-HRTimelineGroup
HAGER INVESTMENT MANAGEMENT SERVICES, L…1,119$656K0.41%13F-HRTimeline
Avant Financial Advisors LLC1,118$655K0.6%13F-HRTimeline
Altrius Capital Management Inc1,117$655K0.18%-7513F-HRTimeline
FSA Advisors, Inc.1,114$653K0.8%-1,47613F-HRTimeline
Strathmore Capital Advisors, Inc.1,113$652K0.47%13F-HRTimeline
Allodium Investment Consultants, LLC1,113$652K0.54%13F-HRTimeline
MN Wealth Advisors, LLC1,110$651K0.37%+313F-HRTimeline
Lincoln Capital LLC1,106$648K0.14%+6013F-HRTimeline
Terra Nova Asset Management LLC1,105$648K0.49%-1413F-HRTimeline
Xcel Wealth Management, LLC1,104$647K0.18%-1113F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,101$645K0.3%+35113F-HRTimeline
Gen-Wealth Partners Inc1,099$644K0.28%-1513F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV1,098$644K0.1%+17713F-HRTimeline
WILKINS INVESTMENT COUNSEL INC1,096$642K0.09%013F-HRTimeline
Lauer Wealth, LLC1,096$642K0.43%new13F-HRTimeline
Heritage Wealth Management, Inc.1,095$642K0.21%+1513F-HRTimeline
MWA Asset Management1,095$642K0.43%-41413F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC1,095$642K0.24%013F-HR/ATimeline
Chico Wealth RIA1,094$641K0.56%013F-HRTimeline
Sara-Bay Financial1,088$640K0.24%-2313F-HRTimeline
Variant Private Wealth, LLC1,089$638K0.61%13F-HRTimeline
HAMILTON CAPITAL PARTNERS, LLC1,088$638K0.4%13F-HRTimeline
Code Waechter LLC1,088$638K0.56%-6613F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,085$636K0.18%-2513F-HRTimeline
North Forty Two & Co.1,085$636K0.73%13F-HRTimeline
Tenret Co LLC1,082$634K0.4%+53113F-HRTimeline
Beck Bode, LLC1,078$632K0.12%-47413F-HRTimeline
Level Wealth Management LLC1,077$631K0.45%13F-HR/ATimeline
INTERACTIVE FINANCIAL ADVISORS, INC.1,073$629K0.33%-4313F-HRTimeline
Traveka Wealth, LLC1,072$628K0.35%013F-HRTimeline
Choice Wealth Advisors LLC1,070$627K0.32%+72113F-HRTimeline
Nova R Wealth, Inc.1,065$624K0.31%+413F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.1,216$622K0.28%+513F-HRTimeline
Collaborative Wealth Managment Inc.1,061$622K0.28%-1,25713F-HRTimeline
KRS Capital Management, LLC1,057$619K0.44%013F-HRTimeline
4WEALTH ADVISORS, INC.1,056$619K0.63%13F-HRTimeline
CLARK ESTATES INC/NY1,054$618K0.12%013F-HRTimeline
Elite Life Management LLC1,053$617K1.83%-513F-HRTimeline
NavPoint Financial, Inc.1,052$616K0.49%+413F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV1,052$616K0.18%-10813F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC1,051$616K0.17%013F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV1,050$615K0.27%013F-HRTimeline
Creegan & Nassoura Financial Group, LLC1,050$615K0.41%013F-HRTimeline
Security National Bank1,044$612K0.09%-6313F-HRTimeline
Bay Capital Advisors, LLC1,044$612K0.49%13F-HRTimeline
Vision Capital Management, Inc.1,043$611K0.09%+11313F-HRTimeline
Mullaney, Keating & Wright, Inc.1,042$611K0.41%+1313F-HRTimeline
Hubbell Strickland Wealth Management, L…1,042$610K0.29%+213F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC1,041$610K0.23%+35113F-HRTimeline
Keystone Financial Services1,040$610K0.23%+213F-HRTimeline
J2 Capital Management Inc1,040$610K0.57%13F-HRTimeline
Riggs Asset Managment Co. Inc.1,036$609K0.16%-6013F-HRTimeline
Mendel Money Management1,039$609K0.27%+5613F-HRTimeline
Better Money Decisions, LLC1,039$609K0.42%+113F-HRTimeline
Compass Financial Group, Inc.1,038$608K0.29%-2413F-HRTimeline
JB Capital LLC1,037$608K0.03%+113F-HRTimeline
Azimuth Capital Investment Management L…1,036$607K0.02%+11613F-HRTimeline
VILLERE ST DENIS J & CO LLC1,035$607K0.05%-10213F-HRTimeline
Unified Investment Management1,035$606K0.69%13F-HRTimeline
TD Capital Management LLC1,034$606K0.06%+313F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC1,033$605K0.54%13F-HRTimeline
Insight Wealth Partners, LLC1,032$605K0.38%+213F-HRTimeline
25 LLC1,032$605K0.26%-30013F-HRTimeline
Braun-Bostich & Associates Inc.1,031$604K0.44%+4813F-HRTimeline