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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
AAFMAA Wealth Management & Trust LLC20,364$11.9M5.23%+18613F-HRTimeline
MANNING & NAPIER ADVISORS LLC20,354$11.9M0.14%-30813F-HRTimeline
Montecito Bank & Trust20,278$11.9M2.06%-1,93413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC20,238$11.9M1.37%-18113F-HRTimelineGroup
Sandbox Financial Partners, LLC20,205$11.8M3.95%+2,27513F-HRTimeline
Texas Capital Bank Wealth Management Se…20,139$11.8M1.21%-5313F-HRTimeline
Schrum Private Wealth Management LLC20,124$11.8M9.99%-15,76013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group20,110$11.8M1.45%-1,63913F-HRTimelineGroup
Isomer Partners LP20,000$11.8M15.84%new13F-HRTimeline
Bienville Capital Management, LLC19,986$11.8M2.88%-67813F-HRTimeline
MUFG SECURITIES AMERICAS INC.20,000$11.7M1.49%13F-HRTimeline
TSFG, LLC19,958$11.7M2.4%-26213F-HRTimeline
UMB Bank, n.a.19,958$11.7M0.19%-46713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NDWM LLC19,834$11.6M9.72%+6,64313F-HRTimeline
Traction Financial Partners, LLC19,820$11.6M9.03%-66113F-HRTimeline
Financial Guidance Group, Inc.19,819$11.6M6.36%+53613F-HRTimeline
Highview Capital Management LLC/DE/19,810$11.6M4.46%-28213F-HR/ATimeline
Paulson Wealth Management Inc.19,804$11.6M3.17%-84013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding19,730$11.6M+5,736Timeline
Rothschild Wealth LLC19,687$11.5M3.37%+15,89913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC19,665$11.5M0.26%+35813F-HRTimelineGroup
FIRST MERCHANTS CORP19,634$11.5M0.44%+25613F-HRTimeline
Allen Mooney & Barnes Investment Adviso…19,632$11.5M1.94%+16613F-HRTimeline
Parkside Financial Bank & Trust19,628$11.5M1.52%+15313F-HRTimeline
US FINANCIAL ADVISORS, LLC19,627$11.5M3.54%-40913F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …19,625$11.5M8.8%-11213F-HRTimeline
Boxwood Ventures, Inc.19,550$11.5M15.39%+113F-HRTimeline
Golden State Wealth Management, LLC19,529$11.4M1.71%13F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC19,529$11.4M0.41%+2,87213F-HRTimeline
KG Capital Management19,498$11.4M3.67%+50413F-HRTimeline
Cordant, Inc.19,496$11.4M6.01%-25113F-HRTimeline
Edge Financial Advisors LLC19,466$11.4M10.19%-2,74113F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC19,458$11.4M2.14%+45813F-HRTimeline
Grove Bank & Trust19,443$11.4M1.58%+1,03613F-HRTimeline
Roger Wittlin Investment Advisory, LLC19,426$11.4M6.38%+3,75413F-HRTimeline
Aries Wealth Management19,418$11.4M3.13%+61813F-HRTimeline
Yost Capital Management, LP19,400$11.4M12.64%new13F-HRTimeline
UNION SAVINGS BANK19,389$11.4M5.59%+1,01513F-HRTimeline
MidAtlantic Capital Management, Inc.19,380$11.4M8.32%+1313F-HRTimeline
Dale Q Rice Investment Management Ltd19,249$11.3M4.96%13F-HRTimeline
Elios Financial Group Inc.19,221$11.3M5.33%-58113F-HRTimeline
ORBA Wealth Advisors, L.L.C.19,191$11.2M5.88%+9413F-HRTimeline
Arkadios Wealth Advisors19,170$11.2M0.61%-51913F-HRTimeline
Fullerton Fund Management Co Ltd.19,102$11.2M0.39%+13,69113F-HRTimeline
Oxler Private Wealth LLC19,001$11.1M3.66%+3113F-HRTimeline
Quadcap Wealth Management, LLC18,970$11.1M1.64%+1,08013F-HRTimeline
Biltmore Family Office, LLC18,864$11.1M1.86%-1,06913F-HRTimeline
Van Hulzen Asset Management, LLC18,884$11.1M0.81%+21313F-HRTimeline
DDD Partners, LLC18,872$11.1M1.36%+11,54113F-HRTimeline
St. Johns Investment Management Company…18,845$11M5.14%+1,43613F-HRTimeline
Bedel Financial Consulting, Inc.18,246$11M1.53%+28313F-HRTimeline
Lee, Kelleher & Klein Wealth Management18,798$11M7.85%13F-HRTimeline
TFO Wealth Partners, LLC18,732$11M5.21%013F-HRTimeline
Canopy Partners, LLC18,732$11M4.19%013F-HRTimeline
Northern Financial Advisors Inc18,693$11M8.75%-1,35313F-HRTimeline
Asset Management One Co., Ltd.18,400$10.9M0.04%+11,40013F-HRTimeline
Wealth Dimensions Group, Ltd.18,676$10.9M2.68%-8113F-HRTimeline
MorganRosel Wealth Management, LLC18,613$10.9M3.58%-3613F-HRTimeline
NWAM LLC18,611$10.9M0.67%-4,52713F-HRTimeline
Qalhat Capital Ltd18,585$10.9M2.88%013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV18,470$10.8M1.66%-81013F-HRTimeline
FCG Investment Co18,455$10.8M6.58%+17,63113F-HRTimeline
BluePointe Capital Management, LLC18,385$10.8M6.19%-24613F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)18,410$10.8M0.11%013F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…18,376$10.8M3.51%+49913F-HRTimeline
St. Louis Financial Planners Asset Mana…18,298$10.7M7.75%-2,12013F-HRTimeline
Quent Capital, LLC18,298$10.7M1.11%-2,00713F-HRTimeline
VISTA INVESTMENT PARTNERS LLC18,262$10.7M3.34%+91713F-HRTimeline
Weil Company, Inc.18,251$10.7M3.7%-9913F-HRTimeline
Prism Advisors, Inc.18,238$10.7M3.2%-56613F-HRTimeline
Ramiah Investment Group18,197$10.7M9.71%+1,71513F-HRTimeline
Ullmann Wealth Partners Group, LLC18,152$10.6M1.37%-2213F-HRTimeline
Baker Avenue Asset Management, LP18,150$10.6M0.33%+3,83513F-HRTimeline
MATHER GROUP, LLC.18,133$10.6M0.14%-41713F-HRTimeline
RFG Advisory, LLC18,133$10.6M0.3%+6,31913F-HRTimeline
Principle Wealth Partners LLC18,121$10.6M0.75%-8013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.18,078$10.6M1.35%-1,01713F-HRTimeline
Mission Creek Capital Partners, Inc.18,065$10.6M2.31%+5513F-HRTimeline
Wernau Asset Management Inc.18,048$10.6M10.24%13F-HRTimeline
L.M. KOHN & COMPANY18,032$10.6M2.74%-21213F-HRTimeline
Constant Guidance Financial LLC18,008$10.6M9.09%-12,73213F-HRTimeline
Yakira Capital Management, Inc.18,000$10.5M4.18%new13F-HRTimeline
E Fund Management Co., Ltd.17,974$10.5M0.53%+2,09513F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.17,974$10.5M8.4%+2,09513F-HRTimeline
Sound View Wealth Advisors Group, LLC17,851$10.5M0.84%+2413F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co17,803$10.4M2.39%+2513F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC17,715$10.4M0.09%+14,40013F-HRTimelineGroup
Warwick Investment Management, Inc.17,670$10.4M2.13%-11,07213F-HRTimeline
J. W. Coons Advisors, LLC17,663$10.4M2.66%-14413F-HRTimeline
SpringVest Wealth Management LLC17,582$10.3M8.86%13F-HRTimeline
RPO LLC17,625$10.3M13.48%-1,60713F-HRTimeline
FIRST CITIZENS BANK & TRUST CO17,535$10.3M0.19%-80113F-HRTimeline
Winthrop Capital Management, LLC17,460$10.3M2.73%+113F-HRTimeline
CPC Advisors, LLC17,446$10.2M1.39%+11,15013F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC17,441$10.2M1.5%-7213F-HRTimeline
GODSEY & GIBB, INC17,422$10.2M1.02%-17813F-HRTimeline
CWA Asset Management Group, LLC17,389$10.2M0.51%+1,82213F-HRTimeline
Cannon Advisors, Inc.17,366$10.2M8.65%+5113F-HRTimeline
Waterloo Capital, L.P.17,286$10.1M1.07%+1,93813F-HRTimeline
COURIER CAPITAL LLC17,279$10.1M0.7%-22413F-HRTimeline
Codex Capital Asset Management L.L.C.17,270$10.1M4.48%013F-HRTimeline
Cornell Pochily Investment Advisors, In…17,261$10.1M3.53%-10713F-HRTimeline
Lansing Street Advisors17,258$10.1M3.52%-31513F-HRTimeline
CFM WEALTH PARTNERS LLC17,186$10.1M1.7%+34813F-HRTimeline
Bristol Gate Capital Partners Inc.17,168$10.1M0.49%+14,36213F-HRTimeline
Ascension Capital Advisors, Inc.17,155$10.1M4.38%-8913F-HRTimeline
Frazier Financial Advisors, LLC17,089$10.1M7.97%-12813F-HRTimeline
1248 Management, LLC17,033$10M4.31%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.16,960$9.97M0.55%-8,20413F-HR/ATimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC16,923$9.92M2.08%+1913F-HRTimelineGroup
CHANNEL WEALTH LLC16,854$9.88M3.22%+5,06813F-HRTimeline
SeaCrest Wealth Management, LLC16,854$9.88M1.04%+10713F-HRTimeline
Canandaigua National Trust Co of Florida16,829$9.86M7.7%+1,47513F-HRTimeline
Davies Financial Advisors, Inc.16,762$9.82M8.36%+1,57313F-HRTimeline
True Freedom Investing, LLC16,744$9.81M4.26%13F-HRTimeline
Institute for Wealth Management, LLC.16,709$9.79M1.23%+7,20813F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC16,708$9.79M4.49%+3,01013F-HRTimeline
Paragon Capital Management Ltd16,687$9.78M1.95%-21113F-HRTimeline
RMR Wealth Builders16,674$9.77M1.01%-27013F-HR/ATimeline
Van Cleef Asset Management,Inc16,646$9.76M1.07%-6013F-HRTimeline
Bensler, LLC16,632$9.75M1.16%+1,09913F-HRTimeline
Performance Wealth Partners, LLC16,598$9.73M0.31%-5213F-HRTimeline
Zhang Financial LLC16,586$9.72M0.56%+2413F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC16,584$9.72M2.33%+58913F-HRTimeline
LMG Wealth Partners, LLC16,568$9.71M2.12%013F-HRTimeline
Legacy Edge Advisors, LLC16,466$9.69M1.54%+58713F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC16,522$9.68M5.69%13F-HRTimeline
Next Level Private LLC16,504$9.67M3.9%-3513F-HRTimeline
CALTON & ASSOCIATES, INC.16,485$9.66M4.27%-5,05313F-HRTimeline
Community Bank, N.A.16,478$9.66M1.24%-11913F-HRTimeline
Blue Trust, Inc.16,467$9.65M0.12%-3,06213F-HR/ATimeline
SIGMA INVESTMENT COUNSELORS INC16,406$9.62M0.56%-15913F-HRTimeline
GWN SECURITIES INC.15,818$9.61M2.57%13F-HRTimeline
PITTENGER & ANDERSON INC16,371$9.59M0.35%-52213F-HRTimeline
CHATHAM CAPITAL GROUP, INC.16,355$9.59M1.58%-36313F-HRTimeline
Pinnacle Financial Group, LLC / IL16,307$9.56M3.74%-8713F-HRTimeline
Old North State Trust, LLC16,261$9.53M6.06%+4,32513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP16,244$9.52M0.16%+58113F-HR/ATimelineGroup
Coho Partners, Ltd.16,121$9.45M0.43%+15,43413F-HRTimeline
Polymer Capital Management (HK) LTD16,079$9.42M1.65%+14,47813F-HRTimeline
CGN Advisors LLC16,072$9.42M0.92%-4813F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC16,063$9.41M2.73%+8,19313F-HRTimeline
Triumph Capital Management16,057$9.41M3.22%-18413F-HRTimeline
GenWealth Group, Inc.16,053$9.41M2.14%-94613F-HRTimeline
IronBridge Private Wealth, LLC16,046$9.4M3.45%-53113F-HRTimeline
MRWM Advisors, LLC16,022$9.39M7.35%13F-HRTimeline
Blueshift Asset Management, LLC16,017$9.39M3.43%-56,15013F-HRTimeline
Keystone Wealth Services, LLC16,012$9.38M2.48%+46713F-HRTimeline
Main Street Financial Solutions, LLC15,971$9.36M0.92%-3,82213F-HRTimeline
THOR TRADING ADVISORS, LLC15,969$9.36M8.46%13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP15,945$9.35M0.7%-29813F-HRTimeline
Raleigh Capital Management Inc.15,863$9.3M3.58%-83913F-HRTimeline
Wedmont Private Capital16,008$9.29M0.49%-20313F-HRTimeline
Eagle Strategies LLC15,836$9.28M1.61%+5813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.15,829$9.28M0.65%-17913F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP15,477$9.28M1.42%+5613F-HRTimeline
Fortis Group Advisors, LLC15,813$9.27M1.73%+1,46013F-HRTimeline
Tyler-Stone Wealth Management15,802$9.26M1.65%+7813F-HRTimeline
Keeley-Teton Advisors, LLC15,796$9.26M1.07%-30713F-HRTimeline
CARRET ASSET MANAGEMENT, LLC15,796$9.26M1.01%-83813F-HRTimeline
WEALTH ALLIANCE, LLC15,795$9.26M1.11%+76213F-HRTimeline
AlphaMark Advisors, LLC15,793$9.26M4.01%-41613F-HRTimeline
KFG WEALTH MANAGEMENT, LLC15,788$9.25M1.73%-1,19313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED15,725$9.25M0.86%+1,57813F-HRTimeline
Capital Advisors Wealth Management, LLC15,746$9.23M1.64%+48213F-HRTimeline
Advisory Alpha, LLC15,655$9.18M0.33%+14413F-HRTimeline
Nelson Capital Management, LLC15,607$9.15M1.52%+1,01913F-HRTimeline
Diversified Enterprises, LLC15,599$9.14M0.88%+14,55313F-HRTimeline
Audent Global Asset Management, LLC15,552$9.14M5.95%+5,10113F-HRTimeline
JTC Employer Solutions Trustee Ltd15,526$9.13M0.65%-8413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…15,576$9.13M0.51%+4,13513F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.15,568$9.12M0.09%+77113F-HRTimeline
Paloma Partners Management Coin group Paloma Partners Management Co15,561$9.12M0.6%-6,88313F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV15,559$9.12M0.67%-6,39513F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP15,533$9.1M0.01%-1,851,20113F-HRTimelineGroup
Freestate Advisors LLC15,531$9.1M9.41%-12213F-HRTimeline
Nicholas Investment Partners, LP15,515$9.09M0.8%013F-HRTimeline
Boothe Investment Group, Inc.15,507$9.09M3.95%+12613F-HRTimeline
waypoint wealth counsel15,486$9.08M5.92%+1213F-HRTimeline
Rappaport Reiches Capital Management, L…15,448$9.05M2.34%+23513F-HRTimeline
RB Capital Management, LLC15,390$9.02M2.11%+20213F-HRTimeline
Enterprise Bank & Trust Co15,390$9.02M2.97%+1,67313F-HRTimeline
Peak Asset Management, LLC15,375$9.01M1.67%-4613F-HRTimeline
Simplicity Wealth,LLC15,353$9M1.88%-78713F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC15,319$8.98M0.01%+37213F-HR/ATimelineGroup
X-Square Capital, LLC15,296$8.96M3.69%+1,43013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…15,215$8.92M1.32%+1,55713F-HRTimeline
Peregrine Asset Advisers, Inc.15,199$8.91M3.28%-24213F-HRTimeline
Global Strategic Investment Solutions, …15,159$8.88M1.04%-24713F-HRTimeline
Goelzer Investment Management, Inc.15,114$8.86M0.51%-36813F-HRTimeline
Jupiter Wealth Management LLC15,109$8.86M4.44%+2,48613F-HRTimeline
AGH Wealth Advisors, LLC15,057$8.83M8.18%13F-HRTimeline
Linscomb Wealth, Inc.15,033$8.81M0.44%-38413F-HRTimeline
EPACRIA CAPITAL PARTNERS, LLC15,000$8.79M7.43%013F-HRTimeline
Visualize Group LP15,000$8.79M5.56%13F-HRTimeline
Wilmar Advisors LLC15,000$8.79M8.13%13F-HRTimeline
Ellenbecker Investment Group14,995$8.79M1.57%-2,70913F-HRTimeline
Pettinga Financial Advisors LLC14,952$8.76M1.98%+1,54913F-HRTimeline
Concorde Asset Management, LLC14,951$8.76M4.57%+40113F-HRTimeline
Marcum Wealth, LLC14,950$8.76M0.76%+12,88013F-HRTimeline