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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
Perritt Capital Management Inc14,914$8.74M4.54%-4513F-HRTimeline
Roundview Capital LLC14,872$8.72M0.61%+3,92713F-HRTimeline
WMS Partners, LLC14,867$8.71M0.49%013F-HRTimeline
WBH ADVISORY INC14,863$8.71M0.81%+4513F-HRTimeline
NOVUS ADVISORS, LLC14,851$8.71M8.67%13F-HRTimeline
STRATEGY ASSET MANAGERS LLC14,836$8.7M1.69%+2,61813F-HRTimeline
F/m Investments LLC14,830$8.69M0.32%+5,92013F-HRTimeline
Westmount Partners, LLC14,802$8.68M2.64%+47513F-HRTimeline
Innova Wealth Partners14,758$8.65M5.45%new13F-HRTimeline
IBEX WEALTH ADVISORS14,756$8.65M1.02%new13F-HRTimeline
Plum Street Advisors, LLC14,740$8.64M4.26%-6813F-HRTimeline
Aveo Capital Partners, LLC14,732$8.63M0.95%-9,70313F-HRTimeline
Smith & Howard Wealth Management, LLC14,719$8.63M2.44%-25013F-HRTimeline
Ameliora Wealth Management Ltd.14,698$8.61M3.23%+6,89913F-HRTimeline
Adero Partners, LLC14,690$8.61M0.55%+1,85413F-HRTimeline
SURIENCE PRIVATE WEALTH LLC14,684$8.61M11.11%-6,72313F-HRTimeline
First Washington CORP14,633$8.58M3.03%013F-HRTimeline
CRA Financial Services, LLC14,572$8.54M1.47%-43613F-HRTimeline
Avantax Planning Partners, Inc.14,546$8.53M0.31%-9413F-HRTimeline
FIRST AMERICAN BANK14,524$8.51M0.6%+48213F-HRTimeline
Latko Wealth Management, Ltd.14,510$8.5M5.04%-34113F-HRTimeline
Successful Portfolios LLC14,499$8.5M5.69%-8413F-HRTimeline
Symphony Financial, Ltd. Co.14,086$8.5M1.34%+3,49213F-HRTimeline
Quadrant Private Wealth Management, LLC14,421$8.48M2.09%+78713F-HRTimeline
Accent Capital Management, LLC14,382$8.46M4.82%-2,50013F-HRTimeline
Spectrum Strategic Capital Management, …14,425$8.45M5.33%+33913F-HRTimeline
Great Diamond Partners, LLC14,420$8.45M2.19%+3,10013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…13,884$8.45M0.48%+1513F-HRTimeline
VISION FINANCIAL MARKETS LLC14,378$8.43M9.09%13F-HRTimeline
Trek Financial, LLC14,363$8.42M0.63%-19313F-HRTimeline
LOWERY THOMAS, LLC14,324$8.4M5.47%-18413F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC14,292$8.38M7.58%13F-HRTimeline
Columbia Asset Management14,290$8.38M1.6%+5313F-HRTimeline
GREENWOOD GEARHART LLC14,284$8.37M0.58%+13,64913F-HRTimeline
Washington Trust Advisors, Inc.14,251$8.35M0.7%-3013F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC14,250$8.35M1.05%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC14,248$8.35M0.31%-71813F-HRTimeline
FOSTER & MOTLEY INC14,199$8.32M0.54%+2,88813F-HRTimeline
Caerus Investment Advisors, LLC14,195$8.32M7.82%-1,41913F-HRTimeline
Financial Management Professionals, Inc.14,155$8.3M1.05%+61813F-HRTimeline
AlphaStar Capital Management, LLC14,147$8.29M0.87%+1,39013F-HRTimeline
ZWJ INVESTMENT COUNSEL INC14,102$8.26M0.34%+40913F-HRTimeline
Prime Buchholz LLC14,100$8.26M2.7%13F-HRTimeline
CMG Global Holdings, LLC13,623$8.26M4.56%+22613F-HRTimeline
Pilgrim Partners Asia Pte Ltd14,060$8.24M7.17%13F-HRTimeline
Summit Wealth Partners, LLC14,018$8.22M1.69%-1,10313F-HRTimeline
Nvest Financial, LLC13,996$8.2M4.16%+14913F-HRTimeline
Cannell & Spears LLC13,968$8.19M0.17%+12113F-HRTimeline
Oxinas Partners, LLC13,954$8.18M4.79%+80713F-HRTimeline
Sunbelt Securities, Inc.13,874$8.16M0.72%-38813F-HRTimeline
VanderPol Investments L.L.C.13,900$8.15M17.81%-80013F-HRTimeline
Colorado Capital Management, Inc.13,863$8.12M3.93%-16513F-HRTimeline
Ignite Planners, LLC13,722$8.12M1.78%+26813F-HRTimeline
FWG Holdings, LLC13,570$8.11M3.89%-11613F-HRTimeline
Clear Creek Financial Management, LLC13,813$8.1M0.88%+92013F-HRTimeline
International Private Wealth Advisors L…13,792$8.08M8.04%+2,16413F-HRTimeline
Brightwater Advisory LLC13,706$8.03M6.3%-52013F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC13,671$8.01M6.31%-56513F-HRTimeline
Smart Money Group LLC13,641$7.99M2.76%+2813F-HRTimeline
IRON Financial LLC13,611$7.98M4.48%+2013F-HRTimeline
COZAD ASSET MANAGEMENT INC13,577$7.96M0.74%+1,08813F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC13,533$7.93M3.54%+55813F-HRTimeline
Vulcan Value Partners, LLC13,518$7.9M0.13%new13F-HRTimeline
CVFG LLC13,463$7.89M7.2%13F-HRTimeline
Obermeyer Wealth Partners13,460$7.89M0.41%+5513F-HRTimeline
Bison Wealth, LLC13,421$7.87M0.96%13F-HRTimeline
BEACH INVESTMENT COUNSEL INC/PA13,410$7.86M1.06%013F-HRTimeline
Empirical Asset Management, LLC13,409$7.86M2.63%+8313F-HRTimeline
Autumn Glory Partners, LLC13,404$7.86M3.86%-3,07613F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC13,380$7.84M3.36%-45913F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC13,361$7.83M2.15%-5213F-HRTimeline
Etesian Wealth Advisors, Inc.13,350$7.82M3.46%+9113F-HRTimeline
Madrid Financial Services13,328$7.81M6.2%13F-HRTimeline
Frisco Financial Planning LLC13,327$7.81M7.72%13F-HRTimeline
Objective Capital Management, LLC13,299$7.79M5.21%-1,53913F-HRTimeline
Apella Capital, LLC13,281$7.78M0.3%+71313F-HRTimeline
Iowa State Bank13,152$7.71M1.6%-1,03013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…13,121$7.69M2.38%-17013F-HRTimeline
Aspire Capital Advisors LLC13,070$7.66M2.19%+25713F-HRTimeline
FAS Wealth Partners, Inc.13,069$7.66M0.64%-47713F-HRTimeline
Valmark Advisers, Inc.13,051$7.65M0.12%+71913F-HRTimeline
First City Capital Management, Inc.13,031$7.64M4.07%-113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC13,025$7.63M0.71%+94913F-HRTimeline
Veracity Capital LLC12,990$7.61M2.77%+3613F-HRTimeline
Bulltick Wealth Management, LLC12,935$7.61M1.79%+8,53013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV12,955$7.59M0.62%+34113F-HRTimeline
Parcion Private Wealth LLC12,925$7.58M0.58%+12,29413F-HRTimeline
Betterment LLC12,918$7.57M0.02%-6113F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT12,915$7.57M0.47%+26013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC12,858$7.54M0.15%+86813F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…12,843$7.53M0.24%+1413F-HRTimelineGroup
Patten Group, Inc.12,842$7.53M1.67%-813F-HRTimeline
Cyndeo Wealth Partners, LLC12,833$7.52M0.51%-44613F-HRTimeline
Sitrin Capital Management LLC12,729$7.48M3.77%+913F-HRTimeline
Bolthouse Investments, LLC12,760$7.48M6.91%13F-HRTimeline
Sage Capital Management, LLC12,690$7.44M3.76%-1,23413F-HRTimeline
Krilogy Financial LLC12,619$7.4M0.49%-40613F-HRTimeline
Leo Wealth, LLC12,600$7.38M0.66%+1,39113F-HRTimeline
Glassman Wealth Services12,598$7.38M1.24%-513F-HRTimeline
ROMAN BUTLER FULLERTON & CO12,311$7.38M2.34%-6,62413F-HRTimeline
Capital Investment Advisory Services, L…12,580$7.37M0.71%+1,56513F-HRTimeline
Motiv8 Investments LLC12,525$7.34M5.15%+57913F-HRTimeline
Savoie Capital LLC12,503$7.33M0.87%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…12,481$7.31M1.23%-32913F-HRTimeline
GPS Wealth Strategies Group, LLC12,480$7.31M0.94%-42213F-HRTimeline
Port Capital LLC12,439$7.29M0.33%+27013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC12,434$7.29M0.14%+44313F-HRTimeline
PFM Health Sciences, LP12,427$7.28M0.55%new13F-HRTimeline
Foster Victor Wealth Advisors, LLC12,167$7.27M0.56%+2,28213F-HRTimeline
DBK Financial Counsel, LLC12,339$7.23M7.29%013F-HRTimeline
Cypress Wealth Services, LLC12,323$7.22M1.45%+98213F-HRTimeline
Vienna Asset Management LLC12,319$7.22M4.88%+85413F-HRTimeline
Oliver Luxxe Assets LLC12,573$7.21M1.3%013F-HR/ATimeline
Operose Advisors LLC12,304$7.21M2.47%-28213F-HRTimeline
TRUST CO OF VERMONT12,282$7.2M0.35%+1,13813F-HRTimeline
ASHFORD CAPITAL MANAGEMENT INC12,261$7.19M0.85%-20213F-HRTimeline
American Trust12,256$7.18M0.55%+8,20213F-HRTimeline
PRIVATE CLIENT SERVICES, LLC12,216$7.16M3.85%+2,37913F-HRTimeline
MGB Wealth Management, LLC12,193$7.16M2.22%+25413F-HRTimeline
Cliffwater LLC12,204$7.15M1.75%013F-HRTimeline
Annex Advisory Services, LLC12,203$7.15M0.22%+1,71813F-HRTimeline
Certified Advisory Corp12,181$7.14M0.77%+80713F-HRTimeline
Total Wealth Planning & Management, Inc.12,171$7.13M7.01%13F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT12,087$7.08M0.46%-11813F-HRTimelineGroup
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…12,053$7.06M0.74%+62013F-HRTimelineGroup
HBK Sorce Advisory LLC12,029$7.05M0.21%+37513F-HRTimeline
Truepoint, Inc.12,017$7.04M0.19%+5813F-HRTimeline
HTLF Bank12,015$7.04M0.8%-2313F-HRTimeline
Arcus Capital Partners, LLC13,445$7.03M2.23%+4,76613F-HRTimeline
W1M Asset Management Ltd11,986$7.02M0.6%new13F-HRTimeline
Rehmann Capital Advisory Group11,966$7.01M0.44%+1,67613F-HRTimeline
Vishria Bird Financial Group, LLC11,952$7M2.45%013F-HRTimeline
WEST BANCORPORATION INC11,922$6.99M4.59%013F-HRTimeline
Rockingstone Advisors LLC11,914$6.98M3.08%-1,07013F-HRTimeline
RK Capital Management, LLC/FL11,886$6.97M0.58%-13,80413F-HRTimeline
Sowa Financial Group, Inc.11,864$6.95M4.35%-6,76413F-HRTimeline
Genesee Capital Advisors, LLC11,844$6.94M3.23%-33113F-HRTimeline
SAGE RHINO CAPITAL LLC11,839$6.94M1.51%+3,18013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …11,829$6.93M1.5%+113F-HRTimeline
INVENIO WEALTH PARTNERS LLC11,809$6.92M2.9%-30113F-HRTimeline
HOWE & RUSLING INC11,777$6.9M0.59%+2,07613F-HRTimeline
Grey Ledge Advisors, LLC11,750$6.89M1.78%-24213F-HRTimeline
Pallas Capital Advisors LLC11,731$6.88M0.29%-96913F-HRTimeline
Gratus Wealth Advisors, LLC11,713$6.86M1.1%013F-HRTimeline
Sabal Trust CO11,710$6.86M0.4%+80013F-HRTimeline
Destiny Wealth Partners, LLC11,695$6.85M1.12%+1,25613F-HRTimeline
Sierra Capital LLC11,670$6.84M0.81%+29413F-HRTimeline
Guardian Partners Inc.11,594$6.83M0.7%13F-HRTimeline
Signify Wealth11,645$6.82M7.7%+74713F-HRTimeline
Alta Wealth Advisors LLC11,606$6.8M2.98%+16213F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…11,342$6.8M0.06%+15313F-HRTimeline
Private Portfolio Partners LLC11,514$6.75M1.24%-513F-HRTimeline
Cornerstone Advisors, LLC11,500$6.74M0.27%013F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.11,494$6.74M0.53%-25213F-HRTimeline
Fortitude Advisory Group L.L.C.11,493$6.74M4.06%-6513F-HRTimeline
Legacy PCG, LLC11,491$6.73M4.79%-31513F-HRTimeline
KKM Financial LLC11,396$6.7M2.79%+2,04413F-HRTimeline
Cassaday & Co Wealth Management LLC11,426$6.7M0.18%+62313F-HRTimeline
NOVEM GROUP11,411$6.69M0.99%13F-HRTimeline
EAGLE GLOBAL ADVISORS LLC11,393$6.68M0.27%+5,64013F-HRTimeline
New Republic Capital, LLC11,384$6.67M4.36%-16,38413F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.11,377$6.67M0.62%-3,40013F-HRTimelineGroup
Bragg Financial Advisors, Inc11,372$6.66M0.27%+39913F-HRTimeline
Millington Financial Advisors, LLC11,149$6.66M3.87%+2,04313F-HRTimeline
PEOPLES BANK /OH11,347$6.65M3.91%-77713F-HRTimeline
Clare Market Investments LLC11,323$6.64M1.57%+21013F-HRTimeline
Bank of New Hampshire11,311$6.63M1.71%-1,47813F-HRTimeline
Prescott Group Capital Management, L.L.…11,303$6.62M0.9%new13F-HR/ATimeline
Walkner Condon Financial Advisors LLC11,259$6.6M1.34%-1,25413F-HRTimeline
Amplius Wealth Advisors, LLC11,250$6.59M0.68%+4313F-HRTimeline
Guidance Point Advisors, LLC11,240$6.59M1.85%+3913F-HRTimeline
OmniStar Financial Group, Inc.11,152$6.55M5.27%+92113F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…11,164$6.54M1.04%+6,60713F-HRTimelineGroup
KANAWHA CAPITAL MANAGEMENT LLC11,154$6.54M0.51%+11413F-HRTimeline
Providence First Trust Co11,125$6.52M2.45%+61613F-HRTimeline
FIRST AMERICAN TRUST, FSB11,119$6.52M0.65%+1,01013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA11,110$6.51M1.48%+73913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC11,092$6.5M0.26%+49513F-HRTimelineGroup
Covenant Asset Management, LLC11,089$6.5M1.44%+20513F-HRTimeline
Shoker Investment Counsel, Inc.11,079$6.49M2.19%+51913F-HRTimeline
Regent Peak Wealth Advisors LLC11,073$6.49M1.46%-70413F-HR/ATimeline
Kolinsky Wealth Management, LLC11,071$6.49M3.96%+8213F-HRTimeline
BURNS J W & CO INC/NY11,068$6.49M0.83%-18513F-HRTimeline
Greenland Capital Management LP11,062$6.48M1.29%new13F-HRTimeline
Leverty Financial Group, LLC11,047$6.47M3.29%+10013F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC11,041$6.47M6.57%+8213F-HRTimeline
Smithfield Trust Co11,038$6.47M0.32%+7813F-HRTimeline
Fisher Asset Management, LLC11,028$6.46M<0.01%+3,29213F-HRTimeline
NWF Advisory Services Inc.10,984$6.46M0.95%+2,08913F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …10,985$6.44M0.22%013F-HRTimelineGroup
Latitude Advisors, LLC10,971$6.43M3.62%+3,20713F-HRTimeline
Retirement Planning Group, LLC10,922$6.4M0.32%-1,02913F-HRTimeline
Krane Funds Advisors LLC14,900$6.39M0.26%+1,70013F-HRTimeline
SageView Advisory Group, LLC10,883$6.38M0.27%+22013F-HRTimeline
Redwood Park Advisors LLC10,867$6.37M5.44%13F-HRTimeline
Armbruster Capital Management, Inc.10,853$6.36M1.29%-17213F-HRTimeline
Solano Wealth Investment Advisors LLC10,840$6.35M3.82%13F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC10,470$6.35M1.64%-7,43413F-HR/ATimeline
High Net Worth Advisory Group LLC10,806$6.33M1.77%+1113F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding10,788$6.32M+9,577Timeline