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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
Cadence Bank40,625$23.8M1.61%-44813F-HRTimeline
Roble, Belko & Company, Inc40,530$23.8M3.77%-10313F-HRTimeline
Baltimore-Washington Financial Advisors…40,516$23.7M1.22%-17213F-HRTimeline
Central Pacific Bank - Trust Division40,360$23.7M3.1%+42413F-HRTimeline
Prosperity Consulting Group, LLC40,332$23.6M1.78%+2,23613F-HRTimeline
Royal Fund Management, LLC40,283$23.6M2.56%-5,87713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO40,236$23.6M5.59%+56513F-HRTimeline
Kovack Advisors, Inc.40,227$23.6M2.31%+7013F-HRTimeline
Capital Investment Advisors, LLC40,214$23.6M0.48%+4,27813F-HRTimeline
Tredje AP-fonden40,000$23.4M0.21%-519,32213F-HRTimeline
Aviso Financial Inc.39,974$23.4M1.18%+1,95513F-HRTimeline
RAELIPSKIE PARTNERSHIP39,928$23.4M11.63%+1,05613F-HRTimeline
Cresta Advisors, Ltd.40,740$23.4M12.22%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…39,828$23.3M1.01%+10,51613F-HRTimeline
LFA - Lugano Financial Advisors SA39,704$23.3M15.21%-3,97313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC39,687$23.3M1.68%+12,39513F-HRTimeline
Clarius Group, LLC39,663$23.2M1.59%+3,31213F-HRTimeline
DAVENPORT & Co LLC39,607$23.2M0.14%+4,22913F-HRTimeline
Diversified Portfolios, Inc.39,595$23.2M2.53%+11213F-HRTimeline
Procyon Advisors, LLC39,591$23.2M1.48%-27713F-HRTimeline
Financial Partners Group, Inc39,328$23M3.36%+3,86413F-HRTimeline
CX Institutional39,263$23M0.91%+19,74913F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC39,183$23M4.19%+7,72713F-HRTimelineGroup
Brickley Wealth Management39,181$23M4.66%013F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC39,132$22.9M0.69%+8,69313F-HRTimeline
CAAS CAPITAL MANAGEMENT LP39,112$22.9M18.94%-56,54713F-HRTimeline
Lanham O'Dell & Company, Inc.39,066$22.9M12.53%+17,07213F-HRTimeline
Legacy Advisors, LLC38,932$22.8M2.21%+1,46413F-HRTimeline
GeoWealth Management, LLC38,920$22.8M0.75%+45413F-HRTimeline
Avidian Wealth Enterprises, LLC38,815$22.7M1.02%+65813F-HRTimeline
Claro Advisors Inc.38,775$22.7M3.08%-4,56413F-HRTimeline
Family Manage LLC38,670$22.7M3.67%-1,65613F-HRTimeline
SPINNAKER TRUST38,657$22.7M1.43%+6,98313F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH38,592$22.6M6.29%-33513F-HRTimeline
Smith Anglin Financial, LLC38,576$22.6M2.12%-21913F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.38,503$22.6M4.86%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB38,366$22.5M0.63%+29,65913F-HRTimeline
Guardian Wealth Advisors, LLC38,314$22.5M14.39%-90213F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC38,297$22.4M0.95%-1,38913F-HRTimeline
Parallel Advisors, LLC38,232$22.4M0.51%+2,83213F-HRTimeline
YACKTMAN ASSET MANAGEMENT LP38,213$22.4M0.26%+31,47213F-HRTimeline
Financial & Tax Architects, LLC38,162$22.4M5.7%+70513F-HRTimeline
Connecticut Wealth Management, LLC38,129$22.3M1.1%-55513F-HRTimeline
Ashton Thomas Private Wealth, LLC37,813$22.2M0.87%+4,16413F-HRTimeline
CENTRAL TRUST Co37,916$22.2M0.54%+2,34913F-HRTimeline
HANCOCK WHITNEY CORP37,752$22.1M0.7%+2,65913F-HRTimeline
Capital Management Associates, Inc37,724$22.1M8.29%+3,19913F-HRTimeline
Palisades Hudson Asset Management, L.P.37,647$22.1M9.3%-35613F-HRTimeline
TRUST CO OF OKLAHOMA37,597$22M7.04%-51213F-HRTimeline
Shaolin Capital Management LLC37,500$22M0.68%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC37,492$22M0.51%+52313F-HRTimeline
Copperwynd Financial, LLC37,417$21.9M6.05%-1,23813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC37,364$21.9M0.19%+41513F-HRTimeline
Aristides Capital LLC37,339$21.9M6.84%-14,99313F-HRTimeline
Myriad Asset Management US LPin group Myriad Asset Management Advis…37,210$21.8M14.62%13F-HRTimelineGroup
BLB&B Advisors, LLC37,106$21.7M1.11%-53913F-HRTimeline
PKS Advisory Services, LLC37,080$21.7M5.44%13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.37,066$21.7M1.37%+2,07713F-HRTimelineGroup
Tyche Wealth Partners LLC37,019$21.7M4.58%+1,19213F-HRTimeline
PFG Investments, LLC37,014$21.7M1.35%+1,17513F-HRTimeline
Thrive Wealth Management, LLC36,983$21.7M3.9%+43213F-HRTimeline
Wellspring Financial Advisors, LLC36,933$21.6M2.27%+2,70013F-HRTimeline
Avior Wealth Management, LLC36,849$21.6M0.79%+79813F-HRTimeline
BFSG, LLC36,841$21.6M2.52%-20,95913F-HRTimeline
ALBION FINANCIAL GROUP /UT36,800$21.6M1.48%-18813F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC36,756$21.5M1.54%-9113F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC36,753$21.5M1.25%-6,87013F-HRTimeline
Tikvah Management LLCin group Tikvah Management LLC36,724$21.5M5.86%013F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.36,519$21.5M1.05%-1113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC36,595$21.4M1.71%+2,90013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC36,590$21.4M0.91%+80913F-HR/ATimeline
SCHRODER INVESTMENT MANAGEMENT GROUP36,307$21.4M0.02%+12,66813F-HRTimeline
Blue Edge Capital, LLC36,317$21.3M3.35%-6413F-HRTimeline
Iron Horse Wealth Management, LLC36,157$21.2M7.11%+99413F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC35,967$21.1M9.19%-45413F-HRTimeline
Segment Wealth Management, LLC35,961$21.1M1.44%+11813F-HRTimeline
Three Bridge Wealth Advisors, LLC35,822$21.1M7.38%+75213F-HRTimeline
NEPC LLC35,789$21M0.56%-8313F-HRTimeline
Belmont Capital, LLC35,753$21M3.41%-31413F-HRTimeline
Quintet Private Bank (Europe) S.A.35,602$20.9M1.15%+9,16313F-HRTimeline
Hardy Reed LLC35,580$20.9M1.84%+4,16413F-HRTimeline
Sharkey, Howes & Javer35,559$20.8M2.93%+2,37913F-HRTimeline
SENTINEL TRUST CO LBA35,286$20.7M2.37%-87713F-HRTimeline
LWM Advisory Services, LLC35,168$20.6M14.33%-1,09113F-HRTimeline
LMCG INVESTMENTS, LLC35,107$20.6M1.26%+30,30813F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC34,974$20.5M0.02%+20,53513F-HRTimeline
Banque de Luxembourg S.A.34,778$20.5M11.01%13F-HRTimeline
Compass Planning Associates Inc34,908$20.5M20.77%13F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding34,995$20.4M-836Timeline
Financial Engines Advisors L.L.C.34,714$20.3M0.04%-1,38013F-HRTimeline
Saiph Capital, LLC34,597$20.3M9.2%-66413F-HRTimeline
Watts Gwilliam & Co., LLC34,317$20.2M4.27%-1,17513F-HRTimeline
BRAVE ASSET MANAGEMENT INC34,465$20.2M6.42%-61013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/34,425$20.2M1.1%+5613F-HRTimeline
Beacon Bridge Wealth Partners, LLC34,393$20.2M8.56%-1,23813F-HRTimeline
Virtue Capital Management, LLC34,085$20M4.02%+1,80213F-HRTimeline
Meridian Wealth Advisors, LLC34,003$19.9M3.29%+1513F-HRTimeline
Global Trust Asset Management, LLC33,828$19.8M7.52%-1,06913F-HRTimeline
Aspen Investment Management Inc33,667$19.7M9.16%+22913F-HRTimeline
Hummer Financial Advisory Services Inc33,467$19.7M15.56%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC33,273$19.6M0.28%+2,10613F-HRTimeline
Black Maple Capital Management LP33,295$19.5M14.86%-4,00013F-HRTimeline
Pinnacle Family Advisors, LLC33,120$19.4M9.4%+20,26613F-HRTimeline
Aprio Wealth Management, LLC33,117$19.4M2.83%-30713F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD33,036$19.4M15.38%-1,27313F-HRTimeline
New England Private Wealth Advisors LLC32,880$19.3M3.05%-813F-HRTimeline
COUNTRY CLUB BANK32,735$19.3M1.29%+74813F-HRTimeline
Dynamic Advisor Solutions LLC32,749$19.2M0.83%-28,72513F-HRTimeline
DELTA FINANCIAL ADVISORS LLC32,723$19.2M7.13%+1,41213F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…32,514$19.1M6.84%+5713F-HRTimeline
PCG ASSET MANAGEMENT, LLC32,501$19M16.71%13F-HRTimeline
Gateway Wealth Partners, LLC32,493$19M4.93%-22913F-HRTimeline
Baron Financial Group, LLC32,457$19M11.8%-60713F-HRTimeline
SEVEN MILE ADVISORY32,443$19M12.13%-33813F-HRTimeline
Second Line Capital, LLC32,221$18.9M5.11%+18613F-HRTimeline
Soltis Investment Advisors LLC32,282$18.9M1.75%+1,97313F-HRTimeline
Resolute Advisors LLC32,132$18.9M3.81%-1,18913F-HRTimeline
Coastline Trust Co32,158$18.8M2.21%+4,16913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Fayez Sarofim & Coin group Fayez Sarofim & Co32,137$18.8M0.05%+10,05713F-HRTimelineGroup
Aspire Private Capital, LLC32,135$18.8M4.67%-5,98513F-HRTimeline
First National Bank of Mount Dora, Trus…32,113$18.8M4.4%-3,27513F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC32,069$18.8M7.7%+7,08813F-HRTimeline
Blue Investment Partners LLC32,027$18.8M6.89%-23313F-HRTimeline
PIONEER TRUST BANK N A/OR31,959$18.7M4.71%+87013F-HRTimeline
FIRST MANHATTAN CO. LLC.31,791$18.7M0.05%-2,60213F-HRTimeline
SlateStone Wealth, LLC31,892$18.7M1.83%-77,61513F-HRTimeline
Winthrop Advisory Group LLC31,886$18.7M2.24%+7413F-HRTimeline
Atlas Private Wealth Advisors31,882$18.7M2.65%-28413F-HRTimeline
CENTRAL BANK & TRUST CO31,682$18.6M2.81%-3,17913F-HRTimeline
Cornerstone Capital, Inc.31,561$18.5M1.95%-28013F-HRTimeline
ROMANO BROTHERS AND COMPANY31,513$18.5M2.33%-2613F-HRTimeline
Trust Co of the South31,352$18.4M3.74%-19713F-HRTimeline
Royal Capital Wealth Management, LLC31,338$18.4M12.88%+71213F-HRTimeline
EWG Elevate Inc.31,319$18.4M5.59%+5,91713F-HRTimeline
Intrepid Financial Planning Group LLC31,193$18.3M7.72%-1,33213F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.31,097$18.2M8.87%-2,09413F-HRTimeline
OAKWORTH CAPITAL, INC.31,055$18.2M1.25%+73513F-HRTimeline
Safe Harbor Fiduciary, LLC31,011$18.2M18.52%-78913F-HRTimeline
Black Swift Group, LLC30,985$18.2M3.85%+9,87313F-HRTimeline
J. Goldman & Co LP30,908$18.1M0.64%-114,41813F-HRTimeline
Henshaw Capital LLC30,900$18.1M0.75%013F-HRTimeline
HUB Investment Partners, LLC30,896$18.1M0.76%-2,73413F-HRTimeline
FSC Wealth Advisors, LLC30,797$18M11.62%+1,18513F-HRTimeline
JCP Investment Management, LLCin group JCP Investment Management, LLC30,669$18M10.63%013F-HRTimelineGroup
Sepio Capital, LP30,746$18M1.44%-7,28613F-HRTimeline
Verity Asset Management, Inc.36,191$18M10.15%+2,05113F-HRTimeline
Private Advisory Group LLC30,637$18M2.01%-3,72513F-HR/ATimeline
Heritage Trust Co30,449$17.8M2.1%13F-HRTimeline
PRIVATE TRUST CO NA30,423$17.8M1.83%-1,69313F-HRTimeline
LifeSteps Financial, Inc.30,405$17.8M13.67%+1813F-HRTimeline
Penobscot Investment Management Company…30,387$17.8M1.62%+48313F-HRTimeline
DOHJ, LLC30,371$17.8M4.11%+3,96113F-HRTimeline
YHB Investment Advisors, Inc.30,365$17.8M1.46%+1,06613F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.30,323$17.8M13.38%-1,09713F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG30,297$17.8M0.3%-1,14113F-HRTimelineGroup
Cornerstone Wealth Management, LLC30,260$17.7M1.2%+68813F-HRTimeline
Sincerus Advisory, LLC30,145$17.7M18.95%13F-HRTimeline
Arete Wealth Advisors, LLC30,124$17.7M1.27%+7,25813F-HRTimeline
Accurate Wealth Management, LLC30,404$17.6M3.39%+15,10513F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO30,000$17.6M0.7%013F-HRTimeline
BW Gestao de Investimentos Ltda.30,000$17.6M0.82%-24,30013F-HRTimeline
TKG Advisors, LLC28,858$17.5M8.09%+1,11513F-HRTimeline
James J. Burns & Company, LLC29,935$17.5M3.05%+8,59613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC29,810$17.5M0.57%-55713F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc29,900$17.5M<0.01%013F-HRTimelineGroup
Strategic Blueprint, LLC29,699$17.4M1.04%+61913F-HRTimeline
Moloney Securities Asset Management, LLC29,669$17.4M2.33%+47513F-HRTimeline
Koshinski Asset Management, Inc.29,665$17.4M1.56%+1,18313F-HRTimeline
WealthBridge Capital Management, LLC29,631$17.4M4.82%-10213F-HRTimeline
E&G Advisors, LLC29,625$17.4M4.71%+3,97113F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…29,479$17.3M3.55%-46,86013F-HRTimelineGroup
Solstein Capital, LLC29,466$17.3M9.65%013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …29,440$17.3M0.27%-29613F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC29,348$17.2M0.15%+5,50413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…29,188$17.1M0.43%+19113F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO29,151$17.1M0.02%-34913F-HRTimelineGroup
Kesler, Norman & Wride, LLC29,132$17.1M3.69%+63813F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC29,106$17.1M1.3%-27913F-HRTimeline
AMERICAN ASSET MANAGEMENT INC.28,991$17M17.28%-43,78913F-HRTimeline
Genesis Wealth Advisors, LLC28,911$16.9M14.77%13F-HRTimeline
NIXON PEABODY TRUST CO28,855$16.9M1.39%+29013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC28,819$16.9M0.42%-5,12313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC28,789$16.9M0.33%-9313F-HRTimeline
Legacy Capital Wealth Partners, LLC78,678$16.9M4.17%-76,45113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC28,662$16.8M0.55%+13813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Y.D. More Investments Ltdin group Y.D. More Investments Ltd28,543$16.8M1.51%+7013F-HRTimelineGroup
Cypress Capital, LLC28,609$16.8M4.8%-6,96013F-HRTimeline
Bleichroeder LP28,570$16.7M4.21%+26,10013F-HRTimeline
TAP Consulting, LLC28,552$16.7M3.42%+26013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC28,527$16.7M2.09%-10213F-HRTimeline
Plante Moran Financial Advisors, LLC28,526$16.7M1.39%+72913F-HRTimeline
PATTON FUND MANAGEMENT, INC.28,431$16.7M3.26%-1,00013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC28,302$16.6M0.24%+85013F-HRTimelineGroup
Insight Advisors, LLC/ PA28,130$16.5M2.83%+5,54213F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC28,139$16.5M6.2%-63313F-HRTimeline
American Investment Services, Inc.28,231$16.5M2.93%+2913F-HR/ATimeline
Americana Partners, LLC28,213$16.5M0.68%-9,04813F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…27,310$16.5M6.09%+6013F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC28,127$16.5M4.56%+9,10213F-HRTimeline
Nilsine Partners, LLC28,127$16.5M1.76%+1,49713F-HRTimeline