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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
HANOVER ADVISORS INC64,295$37.7M15.81%-3,65213F-HRTimeline
BIRINYI ASSOCIATES INC64,229$37.6M10.36%+1213F-HRTimeline
Clear Harbor Asset Management, LLC63,916$37.5M3.02%+92513F-HRTimeline
MATAURO, LLC63,880$37.4M8.11%13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp63,528$37.2M1.12%-99013F-HRTimelineGroup
Edgestream Partners, L.P.63,476$37.2M1.58%-6,22113F-HRTimeline
CENTAURUS FINANCIAL, INC.63,236$37.1M2.26%-88913F-HRTimeline
Wealth Advisory Solutions, LLC63,195$37M10.38%-19313F-HRTimeline
Bridgewater Advisors Inc.63,531$37M3.86%-1,54813F-HRTimeline
B. Riley Wealth Advisors, Inc.62,893$37M1.21%-23,04313F-HRTimeline
Caldwell Trust Co63,088$37M3.86%-70513F-HRTimeline
Aspen Grove Capital, LLC62,300$36.6M7.77%+72813F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…62,505$36.6M6.38%-10,25813F-HRTimelineGroup
AXA S.A.in group AXA S.A.62,429$36.6M0.11%+28,16313F-HRTimelineGroup
OneDigital Investment Advisors LLC62,089$36.4M0.42%-5,36413F-HRTimeline
iA Global Asset Management Inc.62,077$36.4M0.64%-3,52213F-HRTimeline
Laird Norton Wetherby Wealth Management…61,961$36.3M1.74%-51013F-HRTimeline
Shilanski & Associates, Inc.61,857$36.3M11.63%+3,76513F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…61,748$36.2M0.04%-481,34113F-HRTimelineGroup
Fiduciary Alliance LLC61,719$36.2M3.66%+5,26913F-HRTimeline
Solitude Financial Services61,579$36.1M15.8%-17613F-HRTimeline
Norris Financial Group, LLC61,386$36M16.9%-36713F-HRTimeline
PITCAIRN COin group PITCAIRN CO61,026$35.8M2.11%-1,99413F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.60,945$35.7M13.74%-1,31213F-HRTimeline
ASPIRIANT, LLC60,869$35.7M1.29%+41713F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM60,756$35.6M5.76%-35,85513F-HRTimelineGroup
HM PAYSON & CO60,521$35.5M0.6%-33613F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC60,539$35.5M9.52%-28113F-HRTimeline
Safeguard Investment Advisory Group, LLC60,327$35.4M9.7%+1,84013F-HRTimeline
Signal Advisors Wealth, LLC60,055$35.3M4%+25,73713F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…60,032$35.2M0.32%+17,22413F-HRTimelineGroup
IRIDIAN ASSET MANAGEMENT LLC/CT60,000$35.2M9.36%-40,00013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC59,754$35M0.27%-22,80313F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …59,755$34.9M0.06%-28,69513F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.58,027$34.9M1.65%-4,76313F-HRTimelineGroup
Humankind Investments LLC59,140$34.7M8.77%new13F-HRTimeline
BARINGS LLCin group BARINGS LLC58,882$34.5M0.82%-53613F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding58,693$34.4M-796Timeline
First Nebraska Trust Co58,649$34.4M3.32%+83413F-HRTimeline
BRIGHTON JONES LLC58,481$34.3M0.99%+2,66413F-HR/ATimeline
LM Advisors LLC58,179$34.2M6.12%+77913F-HR/ATimeline
Chesley Taft & Associates LLC58,309$34.2M1.59%-79113F-HRTimeline
Union Bancaire Privee, UBP SA57,901$34.2M0.6%13F-HR/ATimeline
Fortis Capital Advisors, LLC60,528$34.1M11.66%-20,89213F-HRTimeline
Attessa Capital LLC58,122$34.1M23.22%13F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC57,946$34M3.2%+2,94313F-HRTimeline
HARRIS ASSOCIATES L P57,805$33.9M0.04%+50,11613F-HRTimeline
Mine & Arao Wealth Creation & Managemen…57,793$33.9M15.52%-2,65313F-HRTimeline
Bremer Bank National Association57,118$33.5M6.62%+2,02513F-HRTimeline
Transform Wealth, LLC56,781$33.4M1.85%-15,89013F-HRTimeline
WR Wealth Planners, LLC56,913$33.4M10.72%+2,01813F-HRTimeline
Marmo Financial Group, LLC56,686$33.2M17.94%-96313F-HRTimeline
Schechter Investment Advisors, LLC56,616$33.2M2.54%-31113F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…56,594$33.2M0.29%013F-HRTimeline
Ninepoint Partners LP56,500$33.1M5.26%-4,50013F-HRTimeline
Crestwood Advisors Group, LLC56,478$33.1M0.62%+6,53713F-HRTimeline
HMS Capital Management, LLC56,458$33.1M15.99%+64013F-HRTimeline
Crescent Grove Advisors, LLC56,255$33.1M3.28%+15513F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…56,440$33.1M0.2%-8113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC55,887$32.9M4.98%-1,23013F-HRTimeline
LSP Investment Advisors, LLCin group LSP Investment Advisors, LLC55,990$32.8M22.9%-16,21013F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …55,899$32.8M0.47%+1,82213F-HRTimelineGroup
ADIRONDACK TRUST CO55,858$32.7M12.5%+89413F-HRTimeline
CARDIFF PARK ADVISORS, LLC55,715$32.7M3.11%+16513F-HRTimeline
Verger Capital Management LLC55,703$32.6M16.27%+1,70413F-HRTimeline
MKT Advisors LLC54,541$32.6M14.2%-3,42513F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…55,610$32.6M0.6%+44,70613F-HRTimelineGroup
Granite FO LLC55,566$32.6M18.6%-1813F-HRTimeline
Roth Financial Partners LLC55,476$32.5M12.94%-1,08813F-HRTimeline
Moran Wealth Management, LLC55,119$32.3M1.03%+5,44813F-HRTimeline
Redhawk Wealth Advisors, Inc.55,065$32.3M4.36%+87613F-HRTimeline
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.in group DYMON ASIA CAPITAL (SINGAPORE…54,992$32.2M22.54%+11,64813F-HRTimelineGroup
ZEGA Investments, LLC52,942$32.2M9.53%13F-HRTimeline
Farther Finance Advisors, LLC54,894$32.2M1.16%+3,65013F-HRTimeline
Kellett Wealth Advisors, LLC54,836$32.1M22.09%+2,63613F-HRTimeline
SHAPIRO CAPITAL MANAGEMENT LLC54,703$32.1M1.09%+52,52313F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC54,459$32M1.4%-20413F-HRTimeline
Advance Capital Management, Inc.54,351$31.9M1.46%+58413F-HRTimeline
Lifestyle Asset Management, Inc.53,853$31.6M17.2%+2,89313F-HRTimeline
TCV Trust & Wealth Management, Inc.53,652$31.4M2.9%-29513F-HRTimeline
BigSur Wealth Management LLC53,297$31.3M8.96%-75713F-HRTimeline
WestEnd Advisors, LLC53,466$31.3M0.8%+46,80313F-HRTimeline
McElhenny Sheffield Capital Management,…53,445$31.3M10.5%-87613F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC53,423$31.3M22.88%13F-HRTimeline
TEXAS PERMANENT SCHOOL FUND CORP53,194$31.2M1.83%+43,72313F-HRTimeline
Glen Eagle Advisors, LLC53,174$31.2M5.17%+2,62613F-HRTimeline
OAKMONT Corp53,101$31.1M5.44%new13F-HRTimeline
King Wealth Management Group52,985$31.1M4.53%+48313F-HRTimeline
First Heartland Consultants, Inc.52,941$31M3.18%+2,07313F-HRTimeline
HELIOS CAPITAL MANAGEMENT PTE. LTD52,600$30.8M17.99%013F-HRTimeline
SMITH, MOORE & CO.52,437$30.7M2.81%+72413F-HRTimeline
Capital Wealth Planning, LLC52,412$30.7M0.28%+23413F-HRTimeline
Kera Capital Partners, Inc.52,320$30.7M8.83%13F-HRTimeline
Caprock Group, LLC51,979$30.6M1%-2513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…52,143$30.6M2.86%+99113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP52,040$30.5M0.73%+5,43513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT52,038$30.5M2.27%-11113F-HRTimeline
Westwind Capital51,943$30.4M6.64%+49,91713F-HRTimeline
Strategic Equity Management51,710$30.3M12.77%+2,96513F-HRTimeline
ORG Partners LLC51,504$30.2M4.1%+30,01213F-HRTimeline
Dorsey & Whitney Trust CO LLC51,495$30.2M1.66%-10,18013F-HRTimeline
GFS Advisors, LLC51,472$30.2M4.59%new13F-HRTimeline
Callan Family Office, LLC51,470$30.2M1.92%-6,18513F-HRTimeline
Palumbo Wealth Management LLC51,399$30.1M11.25%+11,34813F-HRTimeline
BOSTON FAMILY OFFICE LLC51,342$30.1M2.07%-6,05113F-HRTimeline
MTC Wealth Management LLC51,323$30.1M14.48%-1,76813F-HRTimeline
Wind River Trust Co51,273$30.1M11.82%-24513F-HRTimeline
Curated Wealth Partners LLC51,230$30M3.43%013F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC50,974$29.9M0.65%+22,85713F-HRTimelineGroup
Transce3nd, LLC50,790$29.9M10.11%13F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding50,621$29.7M-774,247Timeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…370,313$29.6M21.06%+17,73913F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC50,288$29.5M5.22%+6113F-HRTimeline
UNIQUE WEALTH, LLC50,111$29.4M6.12%+4,98213F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC50,110$29.4M1.9%+1,81013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co50,072$29.3M0.39%+46813F-HRTimelineGroup
Hapanowicz & Associates Financial Servi…50,070$29.3M14.74%+10,75913F-HRTimeline
Apollo Management Holdings, L.P.in group Apollo Management Holdings, L…50,000$29.3M0.6%new13F-HRTimelineGroup
Murchinson Ltd.50,000$29.3M13.18%new13F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV49,504$29M6.57%+36213F-HRTimeline
AXIS CAPITAL HOLDINGS LTD49,106$28.8M12.44%013F-HRTimeline
Archon Partners LLC49,100$28.8M3.35%013F-HRTimeline
Sanchez Wealth Management Group49,072$28.8M7.86%+4,26813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…49,041$28.7M0.64%+10,48213F-HRTimelineGroup
Aft, Forsyth & Sober, LLC48,950$28.7M9.3%+30013F-HRTimeline
Verdence Capital Advisors LLC48,840$28.6M2.3%+1,57813F-HRTimeline
Naman Capital Ltdain group Naman Capital Ltda48,837$28.6M17.1%-145,56313F-HRTimelineGroup
CoreCap Advisors, LLC48,677$28.5M1.3%-5,35213F-HRTimeline
AMARILLO NATIONAL BANK48,355$28.3M5.2%+2,00013F-HRTimeline
Aspect Partners, LLC48,137$28.2M16.29%-11,56213F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…47,984$28.1M0.17%-105,41613F-HRTimelineGroup
Decker Retirement Planning Inc.47,792$28M16.26%13F-HRTimeline
Western Wealth Management, LLC47,621$27.9M1.82%-3,22813F-HR/ATimeline
Independent Family Office, LLC47,550$27.9M14.48%+7613F-HRTimeline
TAURUS ASSET MANAGEMENT, LLC47,453$27.8M2.71%-25013F-HRTimeline
Montz Harcus Wealth Management LLC47,324$27.7M15.51%+51113F-HRTimeline
BSW Wealth Partners47,209$27.7M4.06%-17413F-HRTimeline
Clarity Wealth Advisors, LLC47,203$27.7M7.54%+1,54813F-HRTimeline
NorthCrest Asset Manangement, LLC47,182$27.7M0.83%+84613F-HR/ATimeline
KENNICOTT CAPITAL MANAGEMENT LLC47,178$27.6M14.21%-75,84913F-HRTimeline
Pineridge Advisors LLC47,138$27.6M10.44%+12,31413F-HRTimeline
CONDOR CAPITAL MANAGEMENT47,117$27.6M2.43%-69413F-HRTimeline
Thoma Capital Management LLC47,010$27.6M18.87%13F-HRTimeline
WEDBUSH SECURITIES INC46,958$27.5M0.98%-45513F-HRTimeline
GM Advisory Group, LLC46,734$27.4M1.52%+1,57913F-HRTimeline
Jasper Ridge Partners, L.P.46,717$27.4M0.87%-19213F-HRTimeline
Welch & Forbes LLC46,454$27.2M0.35%+5,33413F-HRTimeline
GERMAN AMERICAN BANCORP, INC.46,310$27.1M2.84%-63313F-HRTimeline
Calydon Capital46,250$27.1M5.33%-40,90813F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…46,000$26.9M0.2%-3,30013F-HRTimelineGroup
TrueWealth Advisors, LLC45,905$26.9M8.98%+30513F-HRTimeline
QUADRANT CAPITAL GROUP LLC45,815$26.9M1.85%-8713F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding45,742$26.8M+210Timeline
MOTCO45,623$26.7M2.74%-1,70213F-HRTimeline
KCM INVESTMENT ADVISORS LLC45,426$26.6M0.92%-3,40313F-HRTimeline
Fluent Financial, LLC45,402$26.6M11.77%-2,90113F-HRTimeline
&PARTNERS44,941$26.6M0.32%+12,30913F-HRTimeline
Resonant Capital Advisors, LLC45,153$26.6M1.94%-7013F-HRTimeline
First International Bank & Trust45,270$26.5M8.59%+1,90113F-HRTimeline
Eagle Capital Management, LLC45,153$26.5M10.67%+18213F-HRTimeline
Salomon & Ludwin, LLC45,030$26.4M2.8%-1,04113F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC44,860$26.3M0.77%new13F-HRTimeline
Firestone Capital Management44,808$26.3M6.53%+63013F-HRTimeline
FLOW TRADERS U.S. LLC44,773$26.2M1.04%new13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC44,740$26.2M0.04%+32,61813F-HRTimelineGroup
1832 Asset Management L.P.44,640$26.2M0.05%+29,94213F-HRTimeline
Aragon Global Management, LP44,580$26.1M9.69%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC44,566$26.1M4.79%-33513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.44,215$25.9M0.45%-1,43613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Taylor & Morgan Wealth Management, LLC44,211$25.9M18.21%-6,56113F-HRTimeline
Burt Wealth Advisors44,198$25.9M6.58%-2,52513F-HRTimeline
NewSquare Capital LLC43,633$25.6M2.04%-1,07613F-HRTimeline
Compound Planning, Inc.43,478$25.5M1.29%+13,22013F-HRTimeline
IPG Investment Advisors LLC43,046$25.3M5.76%-3,31113F-HRTimeline
Indiana Trust & Investment Management Co43,185$25.3M8.62%-2,05513F-HRTimeline
Williams Jones Wealth Management, LLC.43,114$25.3M0.3%-19,57313F-HRTimeline
ARS Investment Partners, LLC43,109$25.3M2.28%-28013F-HRTimeline
Lane & Associates LLC41,980$25.3M13.05%-2,35113F-HRTimeline
Houlihan Financial Resource Group, Ltd.43,097$25.3M10.77%-1,05513F-HRTimeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…43,000$25.2M0.06%new13F-HRTimelineGroup
THOMPSON SIEGEL & WALMSLEY LLC42,993$25.2M0.39%-8113F-HRTimeline
First Business Financial Services, Inc.42,830$25.1M2.48%-2413F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.42,808$25.1M0.19%+14,83913F-HRTimeline
Provenance Wealth Advisors, LLC42,762$25.1M3.24%-10913F-HRTimeline
Perbak Capital Partners LLP42,435$24.9M13.28%+5,59813F-HRTimeline
World Investment Advisors42,261$24.8M0.68%+6,31513F-HRTimeline
JARISLOWSKY, FRASER Ltd42,263$24.8M0.14%-8513F-HRTimeline
Capital World Investors41,989$24.7M<0.01%+20,22013F-HRTimeline
Engineers Gate Manager LP41,996$24.6M0.43%+23,21113F-HRTimeline
Focus Financial Network, Inc.41,877$24.5M0.98%+77013F-HRTimeline
Regal Investment Advisors LLC41,876$24.5M1.84%+95313F-HRTimeline
Snowden Capital Advisors LLC41,619$24.5M0.76%-61213F-HRTimeline
O'Dell Group, LLC41,750$24.5M5.53%-1,20913F-HRTimeline
Sovereign Financial Group, Inc.41,461$24.3M5.58%+27113F-HRTimeline
Foguth Wealth Management, LLC.39,712$24.1M6.32%+9,48113F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC41,169$24.1M1.58%+40,34913F-HRTimeline
LCM Capital Management Inc41,107$24.1M13.59%-2,16213F-HRTimeline
Kingsview Wealth Management, LLC41,006$24M0.47%-2,33413F-HRTimeline
Advisors Capital Management, LLC40,863$23.9M0.38%+12,81613F-HRTimeline
Palisade Asset Management, LLC40,664$23.8M2.42%-22313F-HRTimeline