SPY STATE STR SPDR S&P 500 ETF T

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.

Holder	Shares	Value	% of portfolio	Change	Source
Stairway Partners, LLC	10,785	$6.32M	0.4%	-180,631	13F-HR Timeline
Oder Investment Management, LLC	10,777	$6.32M	5.26%	-131	13F-HR Timeline
Key Client Fiduciary Advisors, LLC	10,761	$6.31M	2.82%	+402	13F-HR Timeline
KEELER & NADLER FINANCIAL PLANNING & WE…	10,760	$6.31M	2.95%	+294	13F-HR Timeline
Harvest Investment Services, LLC	10,754	$6.3M	1.54%	+221	13F-HR Timeline
HAP Trading, LLC	10,749	$6.3M	2.11%	new	13F-HR Timeline
JFG Wealth Management, LLC	10,727	$6.29M	1.44%	+1,296	13F-HR Timeline
FreeGulliver LLC	10,714	$6.28M	3.28%	+4,122	13F-HR Timeline
Michels Family Financial, LLC	10,707	$6.28M	5.74%		13F-HR Timeline
Evelyn Partners Group Ltdgroup of 2 filers holding	10,678	$6.26M		new	Timeline Evelyn Partners Asset Management …: 5,545 (0.87%) 13F-HR Evelyn Partners Investment Manage…: 5,133 (0.1%) 13F-HR
Round Rock Advisors LLC	10,667	$6.25M	1.28%	+296	13F-HR Timeline
ASSETMARK, INCin group ASSETMARK, INC	10,636	$6.23M	0.02%	+8,678	13F-HR Timeline Group
LEVIN CAPITAL STRATEGIES, L.P.	10,630	$6.23M	0.59%	+3,003	13F-HR Timeline
Whitaker-Myers Wealth Managers, LTD.	10,627	$6.23M	1.82%	+9,789	13F-HR Timeline
Schorn Wealth LLC	10,620	$6.22M	2.02%	-1,253	13F-HR Timeline
Aurora Private Wealth, Inc.	10,613	$6.22M	4.66%	+164	13F-HR Timeline
CYPRESS FINANCIAL PLANNING LLC	10,612	$6.22M	2.28%	-231	13F-HR Timeline
Seelaus Asset Management LLC	10,602	$6.21M	5.65%	-505	13F-HR Timeline
Broderick Brian C	10,600	$6.21M	1.22%	0	13F-HR Timeline
TL Private Wealth	10,472	$6.21M	2.78%	-377	13F-HR Timeline
American Institute for Advanced Investm…	10,567	$6.19M	4.62%	-118	13F-HR Timeline
Merkkuri Wealth Advisors LLC	10,566	$6.19M	4.9%	-281	13F-HR Timeline
Aspen Wealth Management LLC	10,532	$6.17M	1.83%	+274	13F-HR Timeline
Asset Dedication, LLC	10,509	$6.16M	0.48%	+2,246	13F-HR Timeline
One Day In July LLC	10,426	$6.11M	0.64%	-73	13F-HR Timeline
Drexel Morgan & Co.	10,386	$6.09M	1.26%	0	13F-HR Timeline
Founders Capital Management	10,348	$6.06M	3.84%	-170	13F-HR Timeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.	10,330	$6.05M	0.42%	-374	13F-HR Timeline Group
INTEGRITY ALLIANCE, LLC.	10,324	$6.05M	0.66%		13F-HR Timeline
Per Stirling Capital Management, LLC.	10,320	$6.05M	0.86%	+2,949	13F-HR Timeline
Wick Capital Partners, LLC	10,277	$6.02M	1.78%	-1,789	13F-HR/A Timeline
Trivium Point Advisory, LLC	10,275	$6.02M	0.76%	+1,752	13F-HR Timeline
Petros Family Wealth, LLC	10,253	$6.01M	6.49%		13F-HR Timeline
MARSHALL INVESTMENT MANAGEMENT, LLC	10,455	$6M	3.53%		13F-HR Timeline
M.D. Sass, LLC	10,220	$5.99M	0.46%	0	13F-HR Timeline
Castle Rock Wealth Management, LLC	9,816	$5.99M	1.43%	-4,749	13F-HR Timeline
CENTRAL VALLEY ADVISORS, LLC	10,187	$5.97M	2.71%	-39	13F-HR Timeline
Perennial Advisors, LLC	10,179	$5.97M	1.3%		13F-HR Timeline
Crews Bank & Trust	10,156	$5.95M	1%		13F-HR Timeline
Cordatus Wealth Management LLC	10,146	$5.95M	1.57%	-14,793	13F-HR Timeline
ABSOLUTE CAPITAL MANAGEMENT, LLC	10,122	$5.94M	3.28%	-76	13F-HR Timeline
HOHIMER WEALTH MANAGEMENT, LLC	10,124	$5.93M	1.12%	+294	13F-HR Timeline
VERUS CAPITAL PARTNERS, LLC	10,115	$5.93M	0.57%	+980	13F-HR/A Timeline
STEPHEN J. GARRY & ASSOCIATES, LLC	10,104	$5.92M	5.47%	-1,375	13F-HR Timeline
NAPLES GLOBAL ADVISORS, LLC	10,063	$5.92M	0.55%	+135	13F-HR Timeline
LCNB CORP	10,082	$5.91M	2.15%	-62	13F-HR Timeline
Bay Rivers Group	10,061	$5.9M	2.86%	+677	13F-HR Timeline
Blue Fin Capital, Inc.	10,055	$5.89M	1.09%	-5	13F-HR Timeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…	10,000	$5.88M	0.8%	0	13F-HR Timeline Group
Nutshell Asset Management Ltd	10,032	$5.88M	3.71%		13F-HR Timeline
McAdam, LLC	10,019	$5.87M	0.32%	+1,297	13F-HR Timeline
Weaver Capital Management LLC	10,001	$5.86M	1.65%	+316	13F-HR Timeline
Shay Capital LLC	10,000	$5.86M	1.44%	+9,800	13F-HR Timeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…	10,003	$5.86M	0.01%	-53	13F-HR/A Timeline
Nautilus Advisors LLC	9,991	$5.86M	4.66%		13F-HR Timeline
MORRIS FINANCIAL CONCEPTS, INC.	9,975	$5.85M	2.51%	-70	13F-HR Timeline
SL ADVISORS, LLC	9,969	$5.84M	9.66%	0	13F-HR/A Timeline
Legacy Wealth Management, LLC	9,965	$5.84M	0.37%	0	13F-HR Timeline
MIDLAND WEALTH ADVISORS, LLC	9,942	$5.83M	0.35%	-2	13F-HR Timeline
BURNEY CO/	9,939	$5.83M	0.21%	+72	13F-HR Timeline
My Personal CFO, LLC	9,908	$5.81M	2.98%	+1,002	13F-HR Timeline
Well Done, LLC	10,115	$5.8M	1.06%	0	13F-HR Timeline
Garde Capital, Inc.	9,898	$5.8M	0.38%	-2	13F-HR Timeline
JDM Financial Group LLC	9,896	$5.8M	3.01%	+65	13F-HR Timeline
Omnia Family Wealth, LLC	9,856	$5.8M	2.4%	+211	13F-HR/A Timeline
CHAPIN DAVIS, INC.	10,056	$5.77M	1.88%	0	13F-HR Timeline
DONALDSON CAPITAL MANAGEMENT, LLC	9,843	$5.77M	0.22%	+2,621	13F-HR Timeline
Novak & Powell Financial Services, Inc.	9,842	$5.77M	3.43%	-621	13F-HR Timeline
VISTA CAPITAL PARTNERS, INC.	9,839	$5.77M	0.67%	-101	13F-HR Timeline
Aureus Asset Management, LLC	9,838	$5.77M	0.37%	-150	13F-HR Timeline
WHITE PINE CAPITAL LLC	9,831	$5.76M	1.94%	-634	13F-HR Timeline
Elyxium Wealth, LLC	9,827	$5.76M	3.51%	-171	13F-HR Timeline
CAMELOT TECHNOLOGY ADVISORS, INC.	9,809	$5.75M	5.23%	-288	13F-HR Timeline
Fusion Family Wealth, LLC	9,793	$5.74M	0.53%	-19	13F-HR Timeline
Sterling Capital Management LLC	9,785	$5.73M	0.08%	0	13F-HR Timeline
Pinnacle Wealth Planning Services, Inc.	9,785	$5.73M	0.86%	+2,250	13F-HR/A Timeline
Impact Partnership Wealth, LLC	9,764	$5.72M	1.15%	+1,073	13F-HR Timeline
Orca Investment Management, LLC	9,756	$5.72M	5.38%	-428	13F-HR Timeline
DEFINED WEALTH MANAGEMENT, LLC	9,747	$5.71M	3.78%	-54	13F-HR Timeline
DHK Financial Advisors, Inc.	9,677	$5.69M	3.45%	+766	13F-HR Timeline
Kearns & Associates LLC	9,650	$5.66M	3.65%	0	13F-HR Timeline
TCI Wealth Advisors, Inc.	9,647	$5.65M	0.47%	-8	13F-HR Timeline
Samalin Investment Counsel, LLC	9,644	$5.65M	2.43%	+902	13F-HR Timeline
John W. Brooker & Co., CPAs	9,638	$5.65M	2.44%	+36	13F-HR Timeline
Montis Financial, LLC	9,613	$5.63M	1.74%	+112	13F-HR Timeline
Fire Capital Management LLC	9,600	$5.63M	4.19%		13F-HR Timeline
ARKANSAS FINANCIAL GROUP, INC.	9,574	$5.61M	0.91%	-794	13F-HR Timeline
WADDELL & ASSOCIATES, LLC	9,553	$5.6M	0.57%	-351	13F-HR/A Timeline
GREENUP STREET WEALTH MANAGEMENT LLC	9,544	$5.59M	1.11%	+1,381	13F-HR Timeline
POLEN CAPITAL MANAGEMENT LLC	9,539	$5.59M	0.02%	+7,676	13F-HR Timeline
Madison Park Capital Advisors, LLC	9,520	$5.58M	4.45%	-23	13F-HR Timeline
Private Capital Management, LLC	9,519	$5.58M	0.59%	+27	13F-HR Timeline
Austin Private Wealth, LLC	9,515	$5.58M	0.52%	+936	13F-HR Timeline
Shaker Financial Services, LLC	9,454	$5.56M	2.13%	+7,625	13F-HR Timeline
GUYASUTA INVESTMENT ADVISORS INC	9,469	$5.55M	0.35%	+2	13F-HR Timeline
Brooklyn Investment Group	9,451	$5.54M	1.65%	+1,376	13F-HR Timeline
Madison Wealth Partners, Inc	9,444	$5.53M	1.55%	-6	13F-HR Timeline
MTM Investment Management, LLC	9,433	$5.53M	2.13%	-78	13F-HR Timeline
Coordinated Financial Services, Inc.	9,435	$5.53M	4.31%		13F-HR Timeline
ROCKLAND TRUST CO	9,412	$5.52M	0.28%	+19	13F-HR Timeline
Loudon Investment Management, LLC	9,393	$5.51M	3.13%	+286	13F-HR Timeline
UNIONVIEW, LLC	9,392	$5.5M	4.03%	-61	13F-HR Timeline
RICHARDS, MERRILL & PETERSON, INC.	9,372	$5.49M	2.87%		13F-HR Timeline
Clarity Financial LLC	9,371	$5.49M	0.66%	-1,048	13F-HR Timeline
Nemes Rush Group LLC	9,365	$5.49M	0.68%	+4,347	13F-HR Timeline
Litman Gregory Wealth Management LLC	9,352	$5.48M	0.48%	+432	13F-HR Timeline
HERBST GROUP, LLC	9,339	$5.47M	3.41%	+383	13F-HR Timeline
Murphy, Middleton, Hinkle & Parker, Inc.	9,327	$5.47M	3.09%	+6	13F-HR Timeline
Centennial Bank/AR/in group Centennial Bank/AR/	9,309	$5.46M	2.57%	-742	13F-HR Timeline Group
Pinnacle Bancorp, Inc.	9,304	$5.45M	1.77%	-270	13F-HR Timeline
LRI Investments, LLC	9,304	$5.45M	0.53%	-899	13F-HR Timeline
SAGESPRING WEALTH PARTNERS, LLC	144,264	$5.45M	0.14%		13F-HR Timeline
AMERICAN NATIONAL BANK & TRUST	9,270	$5.43M	0.61%	-577	13F-HR Timeline
Auxano Advisors, LLC	9,246	$5.42M	1.37%	-473	13F-HR Timeline
Colony Family Offices, LLC	9,195	$5.41M	1.7%	+442	13F-HR Timeline
GSG Advisors LLC	9,189	$5.39M	1.7%	+43	13F-HR Timeline
Tilson Financial Group, Inc.	9,179	$5.38M	2.2%	-954	13F-HR Timeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…	9,134	$5.35M	0.31%	-122	13F-HR Timeline
Wealthstream Advisors, Inc.	9,128	$5.35M	0.99%	-69	13F-HR Timeline
WPWealth LLP	9,118	$5.34M	1.09%	-86	13F-HR Timeline
Ausdal Financial Partners, Inc.	9,114	$5.34M	0.46%	+1,581	13F-HR Timeline
S.A. Mason LLC	9,111	$5.34M	2.8%	-317	13F-HR Timeline
Windsor Capital Management, LLC	9,097	$5.33M	1.58%	-1,103	13F-HR Timeline
Sharp Wealth Advisory, LLC	9,092	$5.33M	4.04%	+17	13F-HR Timeline
HCR Wealth Advisors	9,086	$5.33M	0.67%	-54	13F-HR Timeline
Garden State Investment Advisory Servic…	9,047	$5.31M	1.63%	-71	13F-HR Timeline
USAdvisors Wealth Management, LLC	9,027	$5.29M	1.72%	+1,390	13F-HR Timeline
MAIRS & POWER INC	9,016	$5.28M	0.05%	-372	13F-HR Timeline
Bison Wealth, LLC	9,008	$5.28M	1.16%	-1,624	13F-HR Timeline
BRASS TAX WEALTH MANAGEMENT, INC	9,003	$5.28M	1.11%	+185	13F-HR Timeline
WESCAP Management Group, Inc.	8,989	$5.27M	1.28%	+5,839	13F-HR Timeline
Intrua Financial, LLC	8,986	$5.27M	0.86%	+921	13F-HR Timeline
Private Wealth Partners, LLC	8,942	$5.24M	0.4%	-385	13F-HR Timeline
PACIFIC FINANCIAL GROUP INC	8,930	$5.23M	3.88%	-82	13F-HR Timeline
Colonial Trust Advisorsgroup of 2 filers holding	8,924	$5.23M		-48	Timeline Colonial Trust Co / SC: 6,266 (0.55%) 13F-HR Colonial Trust Advisors: 2,658 (0.14%) 13F-HR
PERSONAL CFO SOLUTIONS, LLC	8,911	$5.22M	1.03%	+313	13F-HR Timeline
LJI Wealth Management, LLC	8,891	$5.21M	1.03%	-81	13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	8,873	$5.2M	0.48%	+135	13F-HR Timeline Group
Sightline Wealth Advisors, LLC	8,861	$5.19M	2.8%	+24	13F-HR Timeline
WIMMER ASSOCIATES 1, LLC	8,845	$5.18M	2.56%	+145	13F-HR Timeline
GW&K Investment Management, LLC	8,836	$5.18M	0.04%	+3,647	13F-HR Timeline
FOGEL CAPITAL MANAGEMENT, INC.	8,800	$5.16M	2.59%	-376	13F-HR Timeline
Sterneck Capital Management, LLC	8,788	$5.15M	2.78%	+16	13F-HR Timeline
Marietta Wealth Management, LLC	8,771	$5.14M	0.74%	+347	13F-HR Timeline
DELTEC ASSET MANAGEMENT LLC	8,768	$5.14M	1.02%	-8,070	13F-HR Timeline
Founders Financial Alliance, LLC	8,728	$5.12M	1.41%	+46	13F-HR Timeline
Atlas Brown,Inc.	8,726	$5.11M	1.75%	+80	13F-HR Timeline
ALTA CAPITAL MANAGEMENT LLC/	8,709	$5.1M	0.3%	new	13F-HR Timeline
Breakwater Investment Management	8,695	$5.1M	2.17%	-140	13F-HR/A Timeline
Baron Wealth Management LLC	8,663	$5.08M	2.39%	+6	13F-HR Timeline
Sharper & Granite LLC	8,663	$5.08M	2.24%	+2,700	13F-HR Timeline
Trinity Legacy Partners, LLC	8,622	$5.05M	1.3%	+6,540	13F-HR Timeline
ALTERNA WEALTH MANAGEMENT, INC	8,603	$5.04M	4.25%	+2,566	13F-HR Timeline
RKL Wealth Management LLC	8,598	$5.04M	0.45%	-66	13F-HR Timeline
Invst, LLC	8,595	$5.04M	0.61%	+356	13F-HR Timeline
Park Square Financial Group, LLC	8,570	$5.02M	3.47%		13F-HR Timeline
WorthPointe, LLC	8,570	$5.02M	2.09%	-474	13F-HR Timeline
UNITED BANK	8,565	$5.02M	0.6%	+353	13F-HR Timeline
Element Wealth, LLC	8,559	$5.02M	2.62%	-3,849	13F-HR Timeline
MOSAIC FAMILY WEALTH PARTNERS, LLC	8,556	$5.01M	0.72%	+638	13F-HR Timeline
Joseph P. Lucia & Associates, LLC	8,547	$5.01M	2.23%	+187	13F-HR Timeline
Tennessee Valley Asset Management Partn…	8,505	$4.98M	0.83%	-362	13F-HR Timeline
ForthRight Wealth Management, LLC	8,489	$4.98M	1.66%	-97	13F-HR Timeline
American Alpha Advisors, LLC	8,479	$4.97M	4.52%	-75	13F-HR Timeline
Welch Group, LLC	8,448	$4.97M	0.22%	+6,056	13F-HR Timeline
Dunhill Financial, LLC	8,474	$4.97M	2.31%	+2,081	13F-HR Timeline
First County Bank /CT/	8,448	$4.95M	2.77%	+1,976	13F-HR Timeline
Yardley Wealth Management LLC	8,501	$4.94M	2.4%	+3,960	13F-HR Timeline
Omega Financial Group, LLC	8,408	$4.93M	1.86%	+50	13F-HR Timeline
BlueSky Wealth Advisors, LLC	8,366	$4.9M	0.77%	-88	13F-HR Timeline
NWK Group, Inc.	8,360	$4.9M	1.89%	0	13F-HR Timeline
LOCKERMAN FINANCIAL GROUP, INC.	8,328	$4.88M	8.31%	-210	13F-HR Timeline
Tower View Wealth Management LLC	8,318	$4.88M	2.58%	+23	13F-HR Timeline
Iron Gate Global Advisors LLC	8,317	$4.88M	0.69%	+1,478	13F-HR Timeline
MCDONALD PARTNERS LLC	8,318	$4.88M	1.25%	+2	13F-HR Timeline
Journey Advisory Group, LLC	8,951	$4.87M	0.58%	0	13F-HR Timeline
Ledyard National Bank	8,299	$4.86M	0.46%	-95	13F-HR Timeline
LaSalle St. Investment Advisors, LLC	8,253	$4.84M	1.5%	+370	13F-HR Timeline
SYNTAX RESEARCH, INC.	8,247	$4.83M	3.47%	-1,221	13F-HR Timeline
CHERRYDALE WEALTH MANAGEMENT, LLC	8,235	$4.83M	1.87%	+25	13F-HR Timeline
Laraway Financial Advisors Inc	8,207	$4.81M	3.71%	+382	13F-HR Timeline
Almanack Investment Partners, LLC.	8,202	$4.81M	0.74%	+299	13F-HR Timeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC	8,298	$4.81M	0.37%	+4,098	13F-HR Timeline Group
Plotkin Financial Advisors, LLC	8,193	$4.8M	2.85%	+596	13F-HR Timeline
BURLING WEALTH PARTNERS, LLC	8,179	$4.79M	0.98%		13F-HR Timeline
B & T Capital Management DBA Alpha Capi…	8,178	$4.79M	0.88%	-82	13F-HR Timeline
Abel Hall, LLC	8,148	$4.78M	3.04%	0	13F-HR Timeline
TCTC Holdings, LLCin group TCTC Holdings, LLC	8,138	$4.77M	0.17%	+2,035	13F-HR Timeline Group
ROBERTS GLORE & CO INC /IL/	8,129	$4.76M	1.41%	-997	13F-HR Timeline
Tandem Financial, LLC	8,091	$4.76M	5.04%		13F-HR Timeline
Legacy Financial Strategies, LLC	8,132	$4.75M	1.02%	+842	13F-HR Timeline
REBALANCE, LLC	8,109	$4.75M	0.36%	-698	13F-HR Timeline
Luminvest Wealth Management LLC	8,106	$4.75M	1.92%	0	13F-HR Timeline
ABLE Financial Group, LLC	8,105	$4.75M	1.4%	-42	13F-HR Timeline
Anchor Investment Management, LLC	8,101	$4.75M	0.44%	+101	13F-HR Timeline
Coign Capital Advisors LLC	8,085	$4.74M	4.37%		13F-HR Timeline
PICTET BANK & TRUST Ltd	8,060	$4.72M	4.72%	-2,981	13F-HR Timeline
1900 WEALTH MANAGEMENT LLC	8,052	$4.72M	0.4%	+31	13F-HR Timeline
LOGAN CAPITAL MANAGEMENT INC	8,051	$4.72M	0.2%	+4,358	13F-HR Timeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.	8,047	$4.72M	0.01%	0	13F-HR Timeline Group