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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
Triton Financial Group Inc775$454K0.28%-1413F-HRTimeline
COERENTE CAPITAL MANAGEMENT775$454K0.08%013F-HRTimeline
McNaughton Wealth Management, LLC772$452K0.22%-813F-HRTimeline
CKW FINANCIAL GROUP771$452K0.06%+13713F-HRTimeline
Vannoy Advisory Group, Inc.771$452K0.34%013F-HRTimeline
Kondo Wealth Advisors, Inc.769$451K0.23%13F-HRTimeline
Peloton Wealth Strategists766$449K0.18%+113F-HRTimeline
Murphy & Mullick Capital Management Corp764$449K0.41%13F-HRTimeline
5th Street Advisors, LLC762$447K0.23%-35513F-HRTimeline
Lakeshore Financial Planning, Inc.761$446K0.19%+15213F-HRTimeline
BEACON INVESTMENT ADVISORS LLC759$445K0.21%+213F-HRTimeline
LEGACY SOLUTIONS, LLC759$445K0.48%13F-HRTimeline
STAGE HARBOR FINANCIAL, LLC757$444K0.39%-713F-HRTimeline
Avid Wealth Partners LLC756$443K0.31%013F-HRTimeline
Landmark Wealth Management, LLC756$443K0.2%-613F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.755$443K0.44%+6713F-HRTimeline
SACHEM HILL LLC755$443K0.09%-313F-HRTimeline
Aerodigm Wealth, LLC754$442K0.26%new13F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC749$439K0.12%-12513F-HRTimeline
AIMZ Investment Advisors, LLC748$439K0.15%-2513F-HRTimeline
Northwest Financial Advisors746$437K0.36%+113F-HRTimeline
Timonier Family Office, LTD.743$437K0.22%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Severin Investments, LLC744$436K0.43%13F-HRTimeline
Schear Investment Advisers, LLC743$435K0.23%013F-HRTimeline
Avondale Wealth Management742$435K0.28%013F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC741$434K0.36%-413F-HRTimeline
GERBER, LLC741$434K0.32%-23113F-HRTimeline
New England Professional Planning Group…739$433K0.22%+12413F-HRTimeline
Eaton-Cambridge Inc.735$431K0.19%new13F-HRTimeline
Seascape Capital Management730$428K0.15%+213F-HRTimeline
Hill Investment Group Partners, LLC730$428K0.06%+513F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC727$426K0.15%+11913F-HRTimeline
Matisse Capital726$426K0.22%+1613F-HRTimeline
Hobbs Group Advisors, LLC726$425K0.16%+113F-HRTimeline
Gray Wealth Management Inc.724$425K0.16%-313F-HRTimeline
Parkwoods Wealth Partners, LLC723$424K0.34%013F-HRTimeline
LOUISBOURG INVESTMENTS INC.723$424K0.11%-1313F-HRTimeline
Field & Main Bank723$424K0.15%+41113F-HRTimeline
Kaye Capital Management722$423K0.19%-1013F-HRTimeline
David Kennon Inc721$423K0.17%013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC720$422K0.01%-15,40213F-HRTimeline
Global Wealth Management Investment Adv…720$422K0.09%+11013F-HRTimeline
Level Financial Advisors720$422K0.15%013F-HRTimeline
Cox Capital Mgt LLC717$420K0.27%+18013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments716$420K0.03%-3,58813F-HRTimelineGroup
Tanager Wealth Management LLP714$420K0.05%-5513F-HRTimeline
PSI Advisors, LLC716$419K0.12%-8513F-HRTimeline
REGIMEN WEALTH, LLC715$419K0.14%+313F-HRTimeline
Western Pacific Wealth Management, LP715$419K0.34%+113F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC714$419K0.21%13F-HRTimeline
SilverOak Wealth Management LLC711$417K0.09%013F-HRTimeline
Atwater Malick LLC710$416K0.14%013F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.705$413K0.29%013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC705$413K0.1%013F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV704$413K0.42%013F-HRTimeline
CATHY PARETO & ASSOCIATES, INC704$412K0.38%13F-HRTimeline
ADE, LLC703$412K0.25%+713F-HRTimeline
Quad-Cities Investment Group, LLC703$412K0.2%+1913F-HRTimeline
Topel & Distasi Wealth Management, LLC701$411K0.18%+413F-HRTimeline
Pflug Koory, LLC700$410K0.21%013F-HRTimeline
Decatur Capital Management, Inc.700$410K0.19%013F-HRTimeline
Presidio Capital Management, LLC700$410K0.22%-7713F-HRTimeline
Vawter Financial, Ltd.696$408K0.25%013F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…695$407K0.41%013F-HRTimeline
FINANCIAL LIFE ADVISORS694$407K0.15%-1913F-HRTimeline
EnRich Financial Partners LLC693$406K0.14%+19513F-HRTimeline
Lester Murray Antman dba SimplyRich694$406K0.12%013F-HRTimeline
Elgethun Capital Management690$404K0.1%-30013F-HRTimeline
Strong Tower Advisory Services690$404K0.11%-1013F-HRTimeline
O'Brien Greene & Co. Inc688$403K0.13%+6213F-HRTimeline
swisspartners Advisors Ltd757$403K0.43%-2013F-HRTimeline
BECK MACK & OLIVER LLC687$403K0.01%013F-HRTimeline
RENASANT BANK685$401K0.26%new13F-HRTimeline
Francis Financial, Inc.685$401K0.1%-1,55613F-HRTimeline
Oak Asset Management, LLC684$401K0.15%+313F-HRTimeline
GILL CAPITAL PARTNERS, LLC682$400K0.14%013F-HRTimeline
Eagle Ridge Investment Management678$397K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Centennial Wealth Advisory LLC677$397K0.16%-3613F-HRTimeline
HFG Wealth Management, LLC687$394K0.26%+7513F-HRTimeline
Burford Brothers, Inc.672$394K0.19%013F-HRTimeline
PRING TURNER CAPITAL GROUP INC671$393K0.26%-4413F-HRTimeline
WEALTHGARDEN F.S. LLC671$393K0.37%+12813F-HRTimeline
Great Point Wealth Advisors, LLC670$393K0.09%-513F-HRTimeline
Vickerman Investment Advisors, Inc.670$393K0.11%-4513F-HRTimeline
Meadow Creek Wealth Advisors LLC668$392K0.28%+113F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC666$390K0.05%013F-HRTimeline
Legacy Bridge, LLC665$390K0.2%013F-HRTimeline
MILLER WEALTH ADVISORS, LLC664$389K0.2%+213F-HRTimeline
Corundum Trust Company, INC662$388K1.16%-99813F-HRTimeline
Parkworth Wealth Management, Inc.662$388K0.32%13F-HRTimeline
Purkiss Capital Advisors LLC661$388K0.33%13F-HRTimeline
Cutler Capital Management, LLC660$387K0.13%-113F-HR/ATimeline
Colonial River Investments, LLC658$386K0.19%-4313F-HRTimeline
National Wealth Management Group, LLC655$384K0.26%+13313F-HRTimeline
CPR Investments Inc.654$383K0.35%013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC654$383K0.44%13F-HRTimeline
Brick & Kyle, Associates653$383K0.16%new13F-HRTimeline
Sugar Maple Asset Management, LLC653$383K0.29%013F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV652$382K0.09%+8513F-HRTimeline
Ramirez Asset Management, Inc.650$381K0.08%013F-HRTimeline
Versant Capital Management, Inc649$380K0.08%+913F-HRTimeline
Mayfair Advisory Group, LLC648$380K0.22%+3613F-HRTimeline
Cascade Investment Advisors, Inc.647$379K0.24%013F-HRTimeline
Hayek Kallen Investment Management646$379K0.14%+2013F-HRTimeline
Eliot Finkel Investment Counsel, LLC645$378K0.24%013F-HRTimeline
WT Wealth Management645$378K0.12%new13F-HRTimeline
Templeton & Phillips Capital Management…645$378K0.3%013F-HRTimeline
PFW Advisors LLC643$377K0.12%13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC643$377K0.08%+5913F-HRTimeline
Baugh & Associates, LLC667$376K0.19%+2413F-HRTimeline
Applied Capital LLC640$375K0.19%-6313F-HRTimeline
Southland Equity Partners LLC639$375K0.09%+3213F-HRTimeline
Scissortail Wealth Management, LLC637$373K0.1%+63313F-HRTimeline
Sterling Investment Counsel, LLC635$372K0.25%-3,52213F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC635$372K0.19%013F-HRTimeline
Beckerman Institutional, LLC634$372K0.3%013F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.634$371K0.25%+4113F-HRTimeline
Daner Wealth Management, LLC612$370K0.27%13F-HRTimeline
SLT Holdings LLC632$370K0.35%13F-HRTimeline
XY Planning Network, Inc.631$370K0.28%13F-HRTimeline
Solutions 4 Wealth, Ltd628$368K0.67%-20313F-HRTimeline
Helium Advisors LLC627$368K0.29%13F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC627$367K0.09%+413F-HRTimeline
Creative Capital Management Investments…626$367K0.15%-1613F-HRTimeline
Advus Financial Partners, LLC623$367K0.16%-313F-HR/ATimeline
Processus Wealth & Capital Management, …625$366K0.29%new13F-HRTimeline
PLANNING DIRECTIONS INC625$366K0.21%013F-HRTimeline
Dodds Wealth, LLC603$366K0.12%+113F-HRTimeline
Prairie Wealth Advisors, Inc.621$365K0.18%+10813F-HRTimeline
Peninsula Wealth, LLC623$365K0.06%013F-HRTimeline
Global Wealth Strategies & Associates623$365K0.11%-3413F-HRTimeline
EFG Private Wealth Management (Americas…622$365K0.07%013F-HRTimeline
NovaPoint Capital, LLC619$363K0.11%-4913F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC618$362K0.14%-64213F-HRTimeline
Clark Asset Management, LLC618$362K0.07%-10013F-HRTimeline
Strategent Financial, LLC617$362K0.36%13F-HRTimeline
Menard Financial Group LLC617$362K0.22%new13F-HRTimeline
Mendel Capital Management LLC616$361K0.22%+1013F-HRTimeline
Meridian Wealth Partners, LLC615$360K0.05%+2513F-HRTimeline
Briaud Financial Planning Inc615$360K0.15%013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC608$357K0.27%+113F-HRTimeline
Robinswood Financial LLC608$356K0.13%+213F-HRTimeline
Crane Advisory, LLC600$355K0.06%013F-HRTimeline
Monument Group Wealth Advisors, LLC606$355K0.25%013F-HRTimeline
Pine Harbor Wealth Management, LLC602$353K0.14%+713F-HRTimeline
Anson Capital, Inc.602$353K0.31%013F-HRTimeline
Post Resch Tallon Group Inc.603$353K0.34%13F-HRTimeline
COREPATH WEALTH PARTNERS LLC605$352K0.34%013F-HRTimeline
Cannon Global Investment Management, LLC600$352K0.87%new13F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.600$352K0.31%13F-HRTimeline
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC600$351K0.3%new13F-HRTimeline
Alexander Randolph Advisory, Inc.599$351K0.33%-1613F-HRTimeline
Kimelman & Baird, LLC599$351K0.03%-5013F-HRTimeline
Sound Stewardship, LLC599$351K0.21%+2013F-HRTimeline
RESTON WEALTH MANAGEMENT LLC597$350K0.13%-3913F-HRTimeline
CBIZ Investment Advisory Services, LLC594$349K0.02%+113F-HRTimeline
RVW Wealth, LLC595$349K0.03%-213F-HRTimeline
ShankerValleau Wealth Advisors, Inc.593$348K0.11%-5313F-HRTimeline
True Vision MN LLC591$348K0.21%-9413F-HRTimeline
Bridgewealth Advisory Group, LLC569$347K0.1%new13F-HRTimeline
Cardinal Capital Management590$347K0.05%+713F-HRTimeline
HRC WEALTH MANAGEMENT, LLC591$347K0.21%-2713F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC591$346K0.22%013F-HRTimeline
WESTFIELD CAPITAL MANAGEMENT CO LP590$346K<0.01%new13F-HRTimeline
BlueStem Wealth Partners, LLC590$346K0.05%13F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC589$345K0.29%+213F-HRTimelineGroup
Harfst & Associates, Inc.588$345K0.07%013F-HRTimeline
Fonville Wealth Management LLC585$343K0.11%013F-HRTimeline
KilterHowling LLC567$342K0.2%-213F-HRTimeline
Unique Wealth Strategies, LLC583$342K0.15%-4813F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC582$341K0.08%+17813F-HRTimeline
Spurstone Advisory Services, LLC582$341K6.49%13F-HRTimeline
Axos Invest Inc.581$340K0.25%-7113F-HRTimeline
Brown Financial Advisory579$339K0.24%013F-HRTimeline
Astoria Strategic Wealth, Inc.578$339K0.1%013F-HRTimeline
DRW Securities, LLC576$338K0.02%-789,72713F-HRTimeline
Redmond Asset Management, LLC575$337K0.08%+113F-HRTimeline
Strategic Financial Partners, Ltd.572$335K0.17%013F-HRTimeline
Total Wealth Planning, LLC572$335K0.05%-7013F-HRTimeline
China Universal Asset Management Co., L…570$335K0.03%+35013F-HRTimeline
Kilter Group LLC570$334K0.22%13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC570$334K0.06%-6213F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…569$333K0.2%+20313F-HRTimeline
Everest Private Wealth567$332K0.29%13F-HRTimeline
Dechtman Wealth Management, LLC567$332K0.06%+4913F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…567$332K0.12%+113F-HRTimeline
IAG Wealth Partners, LLC566$331K0.06%-1513F-HRTimeline
Ring Mountain Capital, LLC565$331K0.22%13F-HRTimeline
Verde Capital Management563$330K0.09%new13F-HRTimeline
CIDEL ASSET MANAGEMENT INC562$329K0.02%013F-HRTimeline
Crescent Sterling, Ltd.560$328K0.34%-5513F-HRTimeline
Foundation Wealth Management, LLC\PA560$328K0.16%13F-HRTimeline
Wealth Management Strategies, Inc.559$328K0.25%13F-HR/ATimeline
Piscataqua Savings Bank557$326K0.28%013F-HRTimeline
Trellis Wealth Advisors LLC556$326K0.16%013F-HRTimeline
Cable Hill Partners, LLC553$325K0.03%new13F-HRTimeline
THOMPSON DAVIS & CO., INC.554$325K0.21%-4113F-HRTimeline
LYNCH & ASSOCIATES/IN553$324K0.07%-813F-HRTimeline
AF Advisors, Inc.550$322K0.04%-15013F-HRTimeline
Artisan Partners Limited Partnership548$321K<0.01%new13F-HRTimeline