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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
Evercore Wealth Management, LLC120,911$70.9M1.06%+69913F-HRTimeline
Consolidated Investment Group LLC120,570$70.7M9.9%+5,50013F-HRTimeline
FINANCIAL COUNSELORS INC119,988$70.3M1.03%-2,66813F-HRTimeline
Klingman & Associates, LLC119,813$70.2M4.32%-1,36113F-HRTimeline
Dynasty Wealth Management, LLC119,206$69.9M1.21%-400,83713F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …118,115$69.2M1.19%-14,03113F-HRTimelineGroup
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC118,000$69.2M1.21%new13F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC117,319$68.8M5.79%+2,88113F-HRTimeline
Joel Isaacson & Co., LLC117,196$68.7M3.1%+3,81813F-HRTimeline
Curtis Advisory Group, LLC116,892$68.5M18.12%+5,09613F-HRTimeline
Venture Visionary Partners LLC116,259$68.1M2.89%+3,42513F-HR/ATimeline
IFG Advisors, LLC115,844$67.9M13.49%+4,39513F-HRTimeline
Clearstead Advisors, LLC115,392$67.6M1.03%+59813F-HRTimeline
Lepercq De Neuflize Asset Management LLC115,245$67.5M48.43%13F-HRTimeline
IFP Advisors, Inc115,087$67.5M2.21%+30,32113F-HRTimeline
OLYMPUS WEALTH MANAGEMENT, LLC113,916$66.8M24.31%-6,52513F-HRTimeline
First Western Trust Bank113,621$66.6M3.08%-1,61413F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP113,436$66.5M1.83%-113,02613F-HRTimeline
M Holdings Securities, Inc.113,315$66.4M10.71%-4,14713F-HR/ATimeline
Prospera Financial Services Inc112,436$65.9M1.54%-13,80613F-HRTimeline
Capasso Planning Partners LLC112,328$65.8M26.31%-41,74313F-HRTimeline
Lavaca Capital LLC112,284$65.8M28.9%-11,31413F-HRTimeline
Madison Asset Management, LLCgroup of 2 filers holding111,938$65.6M+61,894Timeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…110,974$65M0.2%-3,76313F-HRTimelineGroup
LGL PARTNERS, LLC110,790$64.9M9.42%+29613F-HRTimeline
Select Asset Management & Trust110,126$64.5M25.02%-2,72813F-HRTimeline
NTV Asset Management LLC109,901$64.4M8.49%+4,49113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC109,895$64.4M3.38%+92,32013F-HRTimeline
Sandy Spring Bank109,160$64M2.59%+16513F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co109,000$63.9M14.36%013F-HRTimeline
Wilmington Savings Fund Society, FSB108,955$63.9M1.15%+2,04913F-HRTimeline
Parallax Volatility Advisers, L.P.108,915$63.8M1.4%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC108,795$63.8M0.79%+8,59113F-HRTimeline
Westshore Wealth, LLC108,744$63.7M25.81%-1,78613F-HRTimeline
West Financial Advisors, LLC108,647$63.7M12.28%-114,86513F-HRTimeline
FSA WEALTH PARTNERS, INC.108,024$63.3M14.85%+22,67413F-HRTimeline
CAPITAL ADVISORS INC/OK107,741$63.1M1.26%+1,22513F-HRTimeline
Bawa N Mallick Trust107,400$62.9M27.63%13F-HRTimeline
Beacon Capital Management, Inc.107,274$62.9M2.72%+5,09313F-HRTimeline
U.S. Capital Wealth Advisors, LLC107,266$62.9M1.95%-32,62413F-HRTimeline
Performa Ltd (US), LLC106,897$62.7M22.06%-15,89513F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…106,069$62.2M10.34%+99,81113F-HRTimelineGroup
RAMSEY QUANTITATIVE SYSTEMS105,806$62M87.92%-2,68813F-HRTimeline
Public Sector Pension Investment Board105,367$61.8M0.26%+90,06913F-HRTimeline
Haverford Trust Co104,760$61.4M0.61%-87313F-HRTimeline
BANQUE PICTET & CIE SA104,625$61.3M0.6%+47,53113F-HRTimeline
GREENLEAF TRUST104,295$61.1M0.56%-63813F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding104,036$61M+419Timeline
Graypoint LLC103,525$60.7M3.67%-91013F-HRTimeline
STOCK YARDS BANK & TRUST CO102,862$60.3M2.07%-91,51313F-HRTimeline
Headland Capital, LLC102,663$60.2M20.6%13F-HRTimeline
Robertson Stephens Wealth Management, L…101,722$59.8M2.13%+7,98813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC101,602$59.5M1.98%+14,61713F-HRTimeline
PROFFITT & GOODSON INC100,693$59M9.79%-3,57513F-HRTimeline
Dean, Jacobson Financial Services, LLC100,148$58.7M44.83%-11613F-HRTimeline
Anchor Capital Management Group Inc100,000$58.6M21.23%13F-HRTimeline
First National Trust Co99,996$58.6M2.2%+4113F-HRTimeline
Perigon Wealth Management, LLC99,051$58.6M1.44%new13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP99,856$58.5M0.43%+2,01813F-HRTimelineGroup
SAPIENT CAPITAL LLC99,119$58.3M1.11%+34,10613F-HRTimeline
PINKERTON WEALTH, LLC98,862$57.9M8.4%-5,68813F-HRTimeline
Canada Post Corp Registered Pension Plan98,414$57.7M3.41%13F-HRTimeline
Embree Financial Group97,505$57.1M9.76%+3,69513F-HRTimeline
Polar Asset Management Partners Inc.97,500$57.1M0.84%new13F-HR/ATimeline
AdvisorShares Investments LLC96,893$56.8M10.96%-88,15713F-HRTimeline
Crewe Advisors LLC96,893$56.8M7.83%-87313F-HRTimeline
Heritage Wealth Advisors96,620$56.6M2.81%-8,41013F-HRTimeline
Legacy Wealth Management, LLC / MS96,603$56.6M22.49%-5,74013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC96,580$56.6M0.07%+45,25313F-HRTimelineGroup
Cynosure Group, LLC95,480$56M8.36%+15313F-HRTimeline
D.A. DAVIDSON & CO.95,270$55.8M0.45%-2,90813F-HRTimeline
Merit Financial Group, LLC94,896$55.6M1%+6,30013F-HRTimeline
Arkos Global Advisors94,210$55.2M8.1%-2,21113F-HRTimeline
Wallace Hart LLC94,206$55.2M44.05%-10,17613F-HRTimeline
Greenhouse Wealth Management, LLC93,510$54.8M36.23%-55413F-HRTimeline
Meridian Wealth Management, LLC93,478$54.8M2.59%+10,45913F-HRTimeline
Freedom Investment Management, Inc.93,273$54.7M4.54%+2,61713F-HRTimeline
Sigma Planning Corp93,127$54.6M1.71%-16,43313F-HRTimeline
MIZUHO FINANCIAL GROUP INCgroup of 2 filers holding93,080$54.6M-176,920Timeline
Global Retirement Partners, LLC93,067$54.5M1.56%-5,30713F-HRTimeline
Arvest Bank Trust Division93,031$54.5M3.29%-2,02913F-HRTimeline
BECKER CAPITAL MANAGEMENT INC92,389$54.3M1.77%-11,69513F-HRTimeline
Summit Financial, LLC92,247$54.2M1.9%+5,31813F-HRTimeline
IHT Wealth Management, LLC92,480$54.2M1.75%-10,03313F-HRTimeline
Belpointe Asset Management LLC96,082$54.2M3.26%-20,86013F-HRTimeline
Choate Investment Advisors92,297$54.1M1.3%+90713F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD92,192$54M0.14%-19,70813F-HRTimeline
Modera Wealth Management, LLC92,172$54M0.65%-19413F-HRTimeline
Financial Advocates Investment Manageme…91,373$53.6M3.05%+513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management91,053$53.4M1.66%+3,70213F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding90,596$53.1M+29,350Timeline
CONNORS INVESTOR SERVICES INC90,488$53M4.97%-20513F-HRTimeline
SFG Wealth Management, LLC.90,198$52.9M27.74%+1,36213F-HRTimeline
Empirical Financial Services, LLC d.b.a…89,942$52.7M1.43%-2,82913F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…89,704$52.6M11.33%-2,60713F-HRTimeline
Granby Capital Management, LLCin group Granby Capital Management, LLC89,500$52.5M27.17%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.89,346$52.4M2.11%+2,71013F-HRTimeline
CUMBERLAND ADVISORS INC89,217$52.3M20.86%+1,81013F-HRTimeline
Waldron Private Wealth LLC88,832$52.1M2.1%-50513F-HRTimeline
SteelPeak Wealth, LLC88,365$52M2.16%+3,43713F-HRTimeline
Beacon Bank & Trust87,719$51.4M11.96%-3,41613F-HRTimeline
TOWNSQUARE CAPITAL LLC87,711$51.4M0.58%+5,37813F-HRTimeline
Capital International Investorsin group Capital International Investo…87,144$51.3M0.01%+54,10313F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC87,235$51.1M1.57%+2,85213F-HRTimelineGroup
Holocene Advisors, LP87,130$51.1M0.17%+80,42813F-HRTimeline
Tull Financial Group, Inc.87,103$51M30.79%-1,70313F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION86,535$50.7M4.73%-2,01313F-HRTimeline
POTENTIA WEALTH86,246$50.5M22.47%13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…86,051$50.4M0.43%-3,77513F-HRTimelineGroup
Hobart Private Capital, LLC85,683$50.2M12.47%-2,06413F-HRTimeline
All Terrain Financial Advisors, LLC85,650$50.2M19.54%+91013F-HRTimeline
Simmons Bankin group Simmons Bank85,432$50.1M3.66%-1,07613F-HRTimelineGroup
Chicago Partners Investment Group LLC84,818$50M1.66%-1,29713F-HRTimeline
FACTORY MUTUAL INSURANCE CO85,200$49.9M0.54%+17,54413F-HRTimeline
Aptus Capital Advisors, LLC83,738$49.2M0.59%+9,55313F-HRTimeline
Nicholas Hoffman & Company, LLC.83,998$49.2M1.97%-22713F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
SVB WEALTH LLC83,723$49.1M0.92%new13F-HRTimeline
SMI Advisory Services, LLC84,233$49M11.3%+10,60813F-HRTimeline
Gladstone Institutional Advisory LLC83,402$48.9M2.27%+5,75913F-HRTimeline
Proficio Capital Partners LLC83,362$48.9M3.96%+28,86113F-HR/ATimeline
J.Safra Asset Management Corp83,028$48.8M3.97%-105,74113F-HRTimeline
4Thought Financial Group Inc.83,243$48.8M30.28%+75113F-HRTimeline
NINE MASTS CAPITAL Ltd83,000$48.6M8.94%new13F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding82,510$48.4M-6,270Timeline
Federation des caisses Desjardins du Qu…82,253$48.2M0.25%+8,11713F-HRTimeline
FARALLON CAPITAL MANAGEMENT, L.L.C.82,000$48.1M0.25%new13F-HRTimeline
Advisor Resource Council81,278$47.6M34.2%+49,27513F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP81,274$47.6M2.85%+32,68713F-HRTimelineGroup
Lindbrook Capital, LLC81,273$47.6M4.3%-6413F-HRTimeline
Allie Family Office LLC80,924$47.5M26.37%-1,85513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC80,663$47.3M3.55%+43,58713F-HRTimeline
MGO ONE SEVEN LLC79,651$46.7M1.79%+40,21513F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC79,214$46.4M29.8%-2,89113F-HRTimeline
Frank, Rimerman Advisors LLC78,826$46.2M3.35%+45113F-HRTimeline
Atlantic Private Wealth, LLC78,697$46.1M34.74%-83413F-HRTimeline
Summit Trail Advisors, LLC78,000$45.9M1.69%+3,00713F-HRTimeline
Benchmark Financial Wealth Advisors, LLC77,743$45.6M14.6%+6,65513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC76,151$45.5M4.55%+20,47613F-HRTimeline
Galilei Investment Office LLP77,655$45.5M22.98%13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO77,636$45.5M0.83%-4,70213F-HRTimeline
Mechanics Bank Trust Department77,504$45.4M6.05%-1,88213F-HRTimeline
Headlands Technologies LLC77,419$45.4M4.56%+26,69113F-HRTimeline
Generali Investments CEE, investicni sp…76,800$45M4.64%13F-HRTimeline
FARMERS TRUST CO76,754$45M8.4%-2,44713F-HRTimeline
Israel Discount Bank of New York76,445$44.8M32.6%new13F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/76,331$44.7M0.01%+26,65513F-HRTimeline
Carnegie Investment Counsel75,921$44.5M1.28%-1,45813F-HRTimeline
KALEIDOSCOPE CAPITAL LP75,452$44.2M43.41%13F-HRTimeline
L & S Advisors Inc75,417$44.2M4.84%+46,14613F-HRTimeline
Systematic Alpha Investments, LLC75,170$44.1M1.62%+33,00013F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC75,141$44M0.49%+27813F-HRTimeline
Lazard Freres Gestion S.A.S.74,936$43.9M0.88%+4,00013F-HRTimeline
Rathbones Group PLC74,816$43.8M0.21%+2,30913F-HRTimeline
Argent Trust Co74,674$43.8M1.78%-1,26713F-HRTimeline
Lutz Financial Services LLC74,486$43.7M3.53%-2,47913F-HRTimeline
IFG Advisory, LLC74,433$43.6M2.47%-2513F-HRTimeline
MEDICI CAPITAL LLC74,410$43.6M56.21%new13F-HRTimeline
Essential Planning, LLC.73,837$43.6M0.28%+72,87513F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC74,102$43.4M0.29%+41,97813F-HRTimeline
Dakota Wealth Management73,670$43.2M0.99%+7,85213F-HRTimeline
Bank Pictet & Cie (Europe) AG73,245$42.9M0.94%+5,16813F-HR/ATimeline
Kozak & Associates, Inc.72,360$42.8M9.79%-7,76413F-HRTimeline
KLINGENSTEIN FIELDS & CO LP72,968$42.8M1.72%-3,12513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC72,704$42.6M8.6%-1,99913F-HRTimeline
ELEMENT POINTE ADVISORS, LLC72,256$42.3M9.96%+20313F-HRTimeline
CW Advisors, LLC72,176$42.3M0.58%+12,06713F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC71,845$42.1M4.35%+7,95813F-HRTimeline
RDST Capital LLC71,500$41.9M5.94%new13F-HRTimeline
Seven Post Investment Office LP71,104$41.7M15.95%+1,76113F-HRTimeline
SIGNATUREFD, LLC70,552$41.3M0.78%+2,29713F-HRTimeline
SUMMIT SECURITIES GROUP LLC70,320$41.2M15.38%new13F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding70,264$41.2M+10,526Timeline
Unisphere Establishmentin group Unisphere Establishment70,000$41M0.36%new13F-HRTimelineGroup
KING LUTHER CAPITAL MANAGEMENT CORP69,957$41M0.18%+1,17113F-HRTimeline
Sowell Financial Services LLC69,879$41M2.15%+3,01513F-HRTimeline
Parker Investment Management, LLC69,672$40.8M6.36%-32,45413F-HRTimeline
Schusterman Interests, LLC69,517$40.7M97.21%013F-HRTimeline
Midwest Professional Planners, LTD.69,121$40.5M12.1%-13,63213F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…68,859$40.4M0.66%+52813F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…68,826$40.3M14.64%+53813F-HRTimelineGroup
Stone House Investment Management, LLC68,649$40.2M10.22%-11,92213F-HRTimeline
GARDA CAPITAL PARTNERS LP68,607$40.2M32.37%-429,71613F-HRTimeline
Bluespring Wealth Management, LLC67,986$40M4.1%-1,82713F-HRTimeline
Ciovacco Capital Management LLC67,944$39.8M22.77%-1,24113F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…67,888$39.8M3.92%-25213F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson67,597$39.6M0.02%new13F-HRTimelineGroup
PEAK6 LLCin group PEAK6 LLC67,396$39.5M1.55%13F-HRTimelineGroup
North Star Investment Management Corp.67,114$39.3M2.74%+2,64113F-HRTimeline
GQG Partners LLC66,806$39.2M0.06%+63,94513F-HRTimeline
Ironsides Asset Advisors, LLC66,626$39M11.2%+14,39713F-HRTimeline
CULLINAN ASSOCIATES INC66,589$39M2.51%-2,45213F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding66,532$39M+1,218Timeline
ZACKS INVESTMENT MANAGEMENT66,315$38.9M0.36%+10,92513F-HRTimeline
Strategic Wealth Investment Group, LLC66,063$38.7M4.28%-5,07413F-HR/ATimeline
HARBOUR INVESTMENTS, INC.65,876$38.6M1.11%-4,47413F-HRTimeline
GUIDANCE CAPITAL, INC63,399$38.5M11.79%+1,23613F-HRTimeline
Commonwealth Financial Services, LLC65,093$38.1M7.48%+1,38113F-HRTimeline
Trinity Financial Advisors LLC65,029$38.1M14.49%-12,13913F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.65,046$38.1M23.61%+4,81013F-HRTimeline
Tiller Private Wealth, Inc.64,539$37.8M16.03%+61613F-HRTimeline