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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
Trifecta Capital Advisors, LLC28,084$16.5M3.25%-92213F-HRTimeline
Veltria Advisors Corp.28,030$16.4M6.84%+39013F-HRTimeline
Avestar Capital, LLC27,991$16.4M1.49%+8,13113F-HRTimeline
Sachetta, LLC27,913$16.4M6.46%+1,22613F-HRTimeline
Gryphon Financial Partners LLC27,803$16.3M2.34%-12,03913F-HRTimeline
Prostatis Group LLC27,689$16.2M4.73%+25,29013F-HRTimeline
Composition Wealth, LLC27,680$16.2M0.33%+2,39713F-HRTimeline
FOUNDERS CAPITAL MANAGEMENT, LLC27,633$16.2M2.84%+1,15913F-HRTimeline
Clarus Wealth Advisors27,780$16.2M8.04%+1,89813F-HRTimeline
Neumann Capital Management, LLC27,534$16.1M5.36%-15913F-HRTimeline
MONECO ADVISORS, LLC27,508$16.1M1.7%+5,21913F-HR/ATimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp27,502$16.1M0.94%-87913F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC27,350$16M0.34%+16713F-HRTimeline
SimpliFi, Inc.27,242$16M7.3%-11313F-HRTimeline
GC Wealth Management RIA, LLC27,236$16M2.81%-1,33813F-HRTimeline
Rockbridge Investment Management, LCC27,181$15.9M2.04%+613F-HRTimeline
Kaizen Financial Strategies27,140$15.9M9.01%+2,08313F-HRTimeline
Strategic Wealth Partners, Ltd.26,081$15.9M1.32%-40813F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.27,126$15.9M13.75%013F-HRTimeline
West Branch Capital LLC27,088$15.9M5.06%+84713F-HRTimeline
Aaron Wealth Advisors LLC27,067$15.9M1.84%+3,47713F-HRTimeline
Apriem Advisors27,045$15.9M1.82%+46013F-HRTimeline
Wealth Architects, LLC27,030$15.8M1.79%+69313F-HRTimeline
Mainsail Financial Group, LLC26,999$15.8M9.17%+67013F-HRTimeline
Relyea Zuckerberg Hanson LLC26,935$15.8M2.12%+4913F-HRTimeline
Alphadyne Asset Management LP26,928$15.8M6.54%new13F-HRTimeline
Optas, LLC26,906$15.8M3.4%013F-HRTimeline
Ellis Investment Partners, LLC26,822$15.7M3.1%-4013F-HRTimeline
McHugh Group, LLC26,700$15.6M11.68%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp26,686$15.6M1.03%-31013F-HRTimelineGroup
Measured Wealth Private Client Group, L…26,661$15.6M5.05%-1,22913F-HRTimeline
SAX WEALTH ADVISORS, LLC26,658$15.6M1.22%+28613F-HRTimeline
Clear Street Derivatives LLC26,656$15.6M0.21%+13,50813F-HR/ATimeline
FIDUCIENT ADVISORS LLC26,604$15.6M1.93%-1,17213F-HRTimeline
Trilogy Capital Inc.26,586$15.6M0.8%+21,82613F-HRTimeline
Stelac Advisory Services LLC26,493$15.6M6.07%-89813F-HRTimeline
Flagship Private Wealth, LLC26,514$15.5M7.48%-56013F-HRTimeline
IMA Advisory Services, Inc.26,493$15.5M1.87%new13F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC26,470$15.5M6.99%13F-HRTimeline
Guerra Advisors Inc26,447$15.5M8.59%13F-HRTimeline
NORDEN GROUP LLC26,392$15.5M1.75%+85613F-HRTimeline
Icon Wealth Advisors, LLC26,351$15.4M1.27%+24013F-HRTimeline
PETERSON WEALTH MANAGEMENT26,348$15.4M9.19%+1,03413F-HRTimeline
PFG Advisors26,226$15.4M0.94%-87813F-HRTimeline
Legacy Trust26,202$15.4M3.56%-1,53513F-HRTimeline
Moors & Cabot, Inc.26,194$15.4M0.73%+85813F-HRTimeline
Citizens Business Bank26,192$15.4M2.87%+9,44213F-HRTimeline
Integrity Financial Corp /WA26,152$15.3M8.81%+38313F-HRTimeline
WORLD EQUITY GROUP, INC.26,090$15.3M3.28%+13,54113F-HRTimeline
Oldfather Financial Services, LLC26,038$15.3M5.81%-23313F-HRTimeline
MMBG INVESTMENT ADVISORS CO.26,019$15.2M1.62%-3,19313F-HRTimeline
Gridiron Partners, LLC26,000$15.2M9.65%013F-HRTimeline
MYCIO WEALTH PARTNERS, LLC25,990$15.2M3.65%+96513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC25,872$15.2M1.75%+2,24313F-HRTimeline
Sage Mountain Advisors LLC25,872$15.2M1.11%+9,67913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…25,652$15M1.25%-14,234,54313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…25,545$15M0.61%+1,34913F-HRTimelineGroup
PCG Wealth Advisors, LLC25,526$15M5.52%-44513F-HRTimeline
Bryn Mawr Trust Advisors, LLC25,446$14.9M0.8%+5113F-HR/ATimeline
INSPIRE TRUST CO, N.A.25,394$14.9M3.8%-72713F-HRTimeline
Florida Trust Wealth Management Co25,385$14.9M0.48%+66513F-HRTimeline
Harbour Trust & Investment Management Co25,377$14.9M1.69%-57113F-HRTimeline
GEM Asset Management, LLC25,357$14.9M8.29%+3013F-HRTimeline
Annandale Capital, LLC25,301$14.8M2.94%-71013F-HRTimeline
Atlas Financial Advisors, Inc.25,299$14.8M23.15%-1,73313F-HRTimeline
Bouchey Financial Group, Ltd.25,289$14.8M1.3%-1,00913F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC24,770$14.8M10.04%+26613F-HRTimeline
ROTHSCHILD INVESTMENT LLC25,131$14.7M0.96%-7513F-HRTimeline
Texas Yale Capital Corp.25,088$14.7M0.59%+1,89513F-HRTimeline
PFC CAPITAL GROUP, INC.25,066$14.7M7.11%-10913F-HRTimeline
FIFTH LANE CAPITAL, LP25,000$14.7M43.06%013F-HRTimeline
Tandem Investment Partners LLC24,999$14.7M14.02%13F-HRTimeline
Tortoise Investment Management, LLC24,991$14.6M1.55%-2,41813F-HR/ATimeline
OKABENA INVESTMENT SERVICES INC24,954$14.6M4.06%+2,74613F-HRTimeline
CACTI ASSET MANAGEMENT LLC24,795$14.6M1.09%013F-HRTimeline
Berger Financial Group, Inc24,872$14.6M1.01%-2,28413F-HRTimeline
WESBANCO BANK INC24,746$14.5M0.5%-3,29813F-HRTimeline
WCG Wealth Advisors LLC24,724$14.5M0.96%-2,13813F-HRTimeline
Bell Bank24,723$14.5M1.08%-30413F-HRTimeline
Reyes Financial Architecture, Inc.24,714$14.5M11.39%13F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.24,687$14.5M4.84%-9,82013F-HRTimeline
Empower Advisory Group, LLC24,617$14.4M0.05%+29913F-HRTimeline
BOS Asset Management, LLC24,583$14.4M5.16%+1,17713F-HRTimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC24,522$14.4M14.27%13F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …24,493$14.4M0.83%+5813F-HRTimelineGroup
SBI Securities Co., Ltd.24,431$14.3M0.44%13F-HRTimeline
MOON CAPITAL MANAGEMENT LPin group MOON CAPITAL MANAGEMENT LP24,373$14.3M10.86%new13F-HRTimelineGroup
CHILDRESS CAPITAL ADVISORS, LLC24,368$14.3M3.98%+98413F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.24,348$14.3M4.26%+4013F-HRTimeline
G&S Capital LLC24,319$14.3M5.88%+71613F-HRTimeline
ANB BANK24,283$14.2M6.25%13F-HRTimeline
Pathway Financial Advisors LLC24,266$14.2M3.27%-5013F-HRTimeline
Nadler Financial Group, Inc.24,231$14.2M1.5%+19213F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC24,088$14.2M2.78%-1,14813F-HRTimeline
Mount Capital Ltd24,100$14.1M5.01%+12,20013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC24,080$14.1M1.22%+2,44413F-HRTimeline
Bristlecone Advisors, LLC24,072$14.1M1.1%-8113F-HRTimeline
Cavalier Investments, LLC24,042$14.1M4.71%-37313F-HRTimeline
Industrial Alliance Investment Manageme…23,974$14.1M10.92%-93,26713F-HRTimeline
MONEYWISE, INC.23,944$14M7.04%+3,52013F-HRTimeline
Vertex Planning Partners, LLC23,917$14M3.09%-14,33113F-HRTimeline
Corundum Group, Inc.23,911$14M5.23%+10,58013F-HRTimeline
Accredited Investors Inc.23,843$14M0.82%+20013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…23,728$13.9M0.6%-1013F-HRTimeline
Morangie Management LLC23,625$13.9M11.31%13F-HRTimeline
CenterStar Asset Management, LLC23,718$13.9M30.49%-51,63413F-HRTimeline
PANAGORA ASSET MANAGEMENT INC23,684$13.9M0.06%+7,65613F-HRTimeline
Tandem Wealth Advisors LLC23,627$13.8M7.07%+3,25913F-HRTimeline
Sunflower Bank, N.A.23,561$13.8M3.84%-9,32513F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC23,548$13.8M0.24%+5,58113F-HRTimelineGroup
Perennial Investment Advisors, LLC23,534$13.8M1.63%+1,75113F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS23,520$13.8M0.52%-17813F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD23,512$13.8M0.07%-5513F-HRTimelineGroup
Pacific Center for Financial Services23,507$13.8M3.55%-19513F-HRTimeline
K.J. Harrison & Partners Inc23,494$13.7M2.15%-19413F-HRTimeline
Magnus Financial Group LLC23,431$13.7M1.33%+1,15713F-HRTimeline
MinichMacGregor Wealth Management, LLC23,402$13.7M2.85%+4,19413F-HRTimeline
Ethos Financial Group, LLC23,316$13.7M1.79%-67413F-HRTimeline
Hedeker Wealth, LLC23,357$13.7M3.41%-2,22413F-HRTimeline
Evanson Asset Management, LLC23,345$13.7M0.94%+1,09613F-HRTimeline
OPTIMUM INVESTMENT ADVISORS23,287$13.6M6.02%+10313F-HRTimeline
SANDERS MORRIS HARRIS LLC23,208$13.6M2.03%+9,56213F-HRTimeline
Torque Asset Management LLC23,193$13.6M6.36%-8,04913F-HRTimeline
Ayalon Insurance Comp Ltd.23,085$13.6M4.19%+14013F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV23,137$13.6M0.43%-47,60513F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC23,125$13.6M0.19%-2,53313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC23,047$13.5M0.61%-1,05013F-HRTimelineGroup
Hopwood Financial Services, Inc.23,041$13.5M10.23%13F-HRTimeline
Orange Investment Advisors, Inc.23,019$13.5M1.53%-1,10013F-HRTimeline
NBW CAPITAL LLC23,014$13.5M2.5%-7,04313F-HRTimeline
Opulen Financial Group LLC22,934$13.4M12.22%13F-HRTimeline
Balboa Wealth Partners22,879$13.4M3.06%+1,58513F-HRTimeline
Laurel Wealth Advisors LLC22,810$13.4M2.09%+16513F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC22,800$13.4M1.97%-85813F-HRTimeline
Venturi Wealth Management, LLC22,790$13.4M0.66%+10,81913F-HRTimeline
Grandview Asset Management LLC22,744$13.3M4.89%+3,59713F-HRTimeline
Evelyn Partners Investment Management (…22,733$13.3M4.85%13F-HRTimeline
SIMPLEX TRADING, LLC22,614$13.3M0.37%new13F-HRTimeline
APPLETON PARTNERS INC/MA22,598$13.2M0.98%-61313F-HRTimeline
LOWE BROCKENBROUGH & CO INC22,466$13.2M0.85%+713F-HRTimeline
Stordahl Capital Management, Inc.22,533$13.2M3.12%-10713F-HRTimeline
Family Capital Management, Inc.22,529$13.2M7.97%+1,07013F-HRTimeline
GRIES FINANCIAL LLC22,470$13.2M2.34%-10813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…22,386$13.1M2.65%+16,61413F-HRTimeline
Sheaff Brock Investment Advisors, LLC22,389$13.1M1.14%+3,29313F-HRTimeline
EQUITABLE TRUST CO22,290$13.1M0.73%new13F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.22,277$13.1M1.78%+38313F-HRTimeline
Custos Family Office, LLC22,276$13.1M4.57%-57213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC22,227$13M0.38%+5413F-HRTimeline
Mayflower Financial Advisors, LLC22,205$13M1.95%-5913F-HRTimeline
WEST PACES ADVISORS INC.22,153$13M3.17%+1,19513F-HRTimeline
Bigelow Investment Advisors, LLC22,119$13M6.08%-1,87013F-HRTimeline
Camarda Financial Advisors, LLC22,109$13M4.87%-50313F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC22,102$13M2.57%-25713F-HRTimeline
Hickory Point Bank & Trust21,993$12.9M11.44%13F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.21,953$12.9M0.18%+1,51113F-HRTimelineGroup
PATTEN & PATTEN INC/TN21,943$12.9M0.85%+11913F-HRTimeline
SFMG, LLC21,901$12.8M1.01%-58413F-HRTimeline
LITTLE HOUSE CAPITAL LLC21,751$12.7M3.64%+13,39113F-HRTimeline
JFS WEALTH ADVISORS, LLC21,707$12.7M0.87%+2,06713F-HRTimeline
McLean Asset Management Corp21,707$12.7M3.82%-9213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC21,658$12.7M1.01%+10313F-HRTimeline
Addison Capital Co21,616$12.7M5.04%+3,47613F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI21,552$12.6M1.36%-87513F-HRTimeline
BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL…21,430$12.6M100%13F-HRTimeline
Jacksonville Wealth Management, LLC21,425$12.6M11.72%13F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …21,301$12.5M0.36%+60013F-HRTimelineGroup
Factor Wealth Management LTD21,374$12.5M4.16%13F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI21,239$12.5M0.1%-95013F-HRTimelineGroup
Compass Ion Advisors, LLC21,361$12.5M1.49%-45213F-HRTimeline
Morton Brown Family Wealth, LLC21,347$12.5M4.36%-81213F-HRTimeline
EDGEWOOD MANAGEMENT LLC21,317$12.5M0.04%+5,15613F-HRTimeline
Destination Wealth Management21,311$12.5M0.39%+82313F-HRTimeline
MONETTA FINANCIAL SERVICES INC21,300$12.5M10.04%-90013F-HRTimeline
Larson Financial Group LLC21,282$12.5M0.65%+4,89113F-HRTimeline
Comprehensive Financial Management LLC21,142$12.4M0.34%013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC21,195$12.4M0.76%-25113F-HRTimeline
INTRUST BANK NA21,154$12.4M1.26%-1913F-HRTimeline
Sovran Advisors, LLC21,282$12.4M1.77%13F-HRTimeline
One Capital Management, LLC21,005$12.3M0.41%-1,59513F-HRTimeline
AMI INVESTMENT MANAGEMENT INC20,955$12.3M3.99%+2,73413F-HRTimeline
Carrhae Capital LLPin group Carrhae Capital LLP20,931$12.3M1.45%-5,60613F-HRTimelineGroup
OSTRUM ASSET MANAGEMENT20,910$12.2M1.06%-5,50013F-HRTimeline
AdvisorNet Financial, Inc20,857$12.2M1.02%+1,03913F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …20,857$12.2M7.15%+47813F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC20,829$12.2M2.7%-1,31613F-HRTimeline
MARQUETTE ASSOCIATES, INC.20,712$12.1M10.07%-10513F-HRTimeline
Badgley Phelps Wealth Managers, LLC20,589$12.1M0.28%-6413F-HRTimeline
Luken Investment Analytics, LLC20,656$12.1M5.61%-3813F-HRTimeline
Good Life Advisors, LLC20,622$12.1M0.88%-1,36713F-HRTimeline
Coppell Advisory Solutions LLC20,485$12M1.68%+1,51113F-HRTimeline
LYELL WEALTH MANAGEMENT, LP20,512$12M1.08%-4913F-HRTimeline
TRUST POINT INC.20,492$12M0.83%+15,38113F-HRTimeline
Global Financial Private Client, LLC20,490$12M4.5%-21513F-HRTimeline
Towercrest Capital Management20,485$12M1.94%+17213F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC20,485$12M5.71%-15013F-HRTimeline
Sage Capital Advisors,llc20,472$12M3.12%-24913F-HRTimeline
Navis Wealth Advisors, LLC20,436$12M13.08%-3713F-HRTimeline
BlueChip Wealth Advisors LLC20,407$12M6.63%+1,42213F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA19,644$11.9M0.56%-3,12213F-HRTimeline