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Disclosery

SDY SPDR SERIES TRUST

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SHS (fund)

1,224 managers (1,243 13F filers) reported a position in SDY shares at 2026-06-30, 63,744,120 shares in all. 58 filers opened a position and 52 filers sold out during the quarter.

Managers
1,224
13F filers
1,243
New
58
Added
372
Reduced
437
Sold out
52
Shares held by filers
63,744,120

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,153,445$1.09B0.07%-165,96513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,906,331$747M0.04%+56,49013F-HRTimelineGroup
LPL Financial LLC3,040,750$463M0.1%+42,62613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,990,179$455M0.12%-69,36113F-HRTimelineGroup
Joel Isaacson & Co., LLC2,894,421$440M12.75%+47,40013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,281,758$347M0.06%+81,90913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,039,089$310M0.05%+17,40513F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,680,555$256M-943Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,380,453$211M0.01%-18,95513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,292,475$197M0.04%-40,26713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,111,642$169M0.04%+8,23113F-HRTimelineGroup
MAI Capital Management1,002,472$153M0.58%+10,18213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp910,494$139M0.02%-19,83113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC873,659$133M0.17%-20,97013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC793,377$121M0.35%+10,63713F-HRTimelineGroup
Cetera Investment Advisers750,297$114M0.1%+7,69513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP689,697$105M0.13%-19,97113F-HRTimelineGroup
Destination Wealth Management635,081$96.6M2.26%+5,65613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC618,230$94.1M1.18%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP587,808$89.5M0.07%+121,94413F-HRTimelineGroup
Janney Montgomery Scott LLC577,947$88M0.17%+5,34813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.552,440$84.1M0.1%+38,12513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP536,116$82.1M0.03%+49,92013F-HRTimelineGroup
Jupiter Topco LLCin group Janus Henderson502,815$76.5M0.03%13F-HRTimelineGroup
Capital Investment Advisors, LLC491,556$74.8M0.99%-3,48713F-HRTimeline
HighTower Advisors, LLC481,025$73.2M0.07%+1,89913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…450,216$68.5M0.03%-10,52713F-HRTimelineGroup
1ST SOURCE BANK424,880$64.7M2.93%-25,14813F-HRTimeline
Creative Planningin group Creative Planning423,949$64.5M0.04%-15,24713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC414,516$63.1M0.13%+62,60713F-HRTimeline
J.Safra Asset Management Corp378,030$57.5M2.65%+9,52913F-HRTimeline
Elk River Wealth Management LLC371,018$56.5M8.99%-51,50513F-HRTimeline
AlphaCore Capital LLC368,674$56.1M1.03%+365,51613F-HRTimeline
Legacy Financial Group LLC353,819$53.8M6.06%+62,39813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC321,826$49M0.01%-7,01213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding308,518$47M+18,152Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC286,769$43.6M0.4%+91,70213F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC279,804$42.6M6.78%+1,15313F-HRTimeline
Clearstead Advisors, LLC279,710$42.6M0.4%-53013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.272,798$41.5M0.06%+17,59113F-HRTimelineGroup
Wolff Financial Management LLC263,340$40.1M7.99%+3,35613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC261,650$39.8M0.29%-18,83113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…258,404$39.3M0.06%-9,29813F-HRTimelineGroup
Linscomb Wealth, Inc.242,037$36.8M1.6%-14,87113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…224,206$34.6M0.06%+56313F-HRTimeline
Steward Partners Investment Advisory, L…211,188$32.1M0.16%-5,02013F-HRTimeline
Mariner, LLCin group Mariner, LLC204,288$31.1M0.03%-100,09313F-HRTimelineGroup
Cambridge Investment Research Advisors,…196,131$29.8M0.07%-13,82613F-HR/ATimeline
Modern Wealth Management, LLC187,544$28.5M0.34%+184,98813F-HRTimeline
Klingman & Associates, LLC187,332$28.5M1.21%-2,02413F-HRTimeline
NWF Advisory Services Inc.183,880$28M2.63%+5,85113F-HRTimeline
Graves Light Lenhart Wealth, Inc.181,578$27.6M2.58%-46213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding177,615$27M-3,063Timeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…175,487$26.7M0.15%-1,18413F-HRTimelineGroup
Private Advisor Group, LLC173,016$26.3M0.12%+59,51113F-HRTimeline
Jackson, Grant Investment Advisers, Inc.170,164$25.9M8.04%-5,35013F-HRTimeline
Savant Capital, LLC171,541$25.6M0.08%+84,77513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding165,624$25.2M+33,746Timeline
Orion Porfolio Solutions, LLC153,614$23.4M0.18%+2,73213F-HRTimeline
Regent Peak Wealth Advisors LLC153,565$23.4M4.33%+1,41813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.150,033$22.8M0.14%+5,60213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV150,025$22.8M0.03%+19,39713F-HR/ATimeline
SCOTIA CAPITAL INC.146,817$22.3M0.08%-3,74213F-HRTimeline
Capital Advisors, Ltd. LLC145,540$22.1M2.23%-5113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS143,320$21.8M0.03%-2,29913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/142,939$21.8M0.01%-16,48013F-HRTimelineGroup
FMR LLCin group FMR LLC136,072$20.7M<0.01%+8,66013F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC132,295$20.1M0.31%+63,58513F-HRTimeline
TigerOak Management, L.L.C.124,183$18.9M5.31%+15513F-HRTimeline
Sanctuary Advisors, LLC117,924$17.9M0.08%+23,12713F-HRTimeline
Midwest Trust Co112,374$17.1M0.19%+1,13713F-HRTimeline
Mesirow Financial Investment Management…109,968$16.7M0.26%-29713F-HRTimeline
UMB Bank, n.a.109,855$16.7M0.21%+83213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BOKF, NAin group BOKF, NA107,452$16.4M0.23%-35413F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp107,071$16.3M0.39%+31913F-HRTimelineGroup
Hubbell Strickland Wealth Management, L…105,649$16.1M5.8%-40013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC100,632$15.3M0.02%+1,02713F-HRTimelineGroup
SARD WEALTH MANAGEMENT GROUP, LLC99,881$15.2M7.27%+3,74213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…97,512$14.8M0.01%+1,70913F-HRTimelineGroup
Prosperity Consulting Group, LLC96,333$14.7M0.55%-1,07813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\93,892$14.3M0.02%+1,16713F-HRTimelineGroup
MSH Capital Advisors LLC92,839$14.1M2.46%+1,14713F-HRTimeline
KCM INVESTMENT ADVISORS LLC92,479$14.1M0.42%-22313F-HRTimeline
CRA Financial Services, LLC91,795$14M1.61%-1,79613F-HRTimeline
&PARTNERS90,166$13.7M0.06%+2,68213F-HRTimeline
HB Wealth Management, LLC89,726$13.7M0.08%+60313F-HRTimeline
Fund Evaluation Group, LLC89,489$13.6M0.37%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/88,567$13.5M0.01%+3,12013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL87,329$13.3M0.03%+4,57313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp85,771$13.1M0.04%+93713F-HRTimelineGroup
NewEdge Advisors, LLC84,145$12.8M0.04%+22,19913F-HRTimeline
WESBANCO BANK INC81,163$12.4M0.31%-2,08313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.81,122$12.3M0.82%-83013F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC78,494$11.9M0.22%-1,82313F-HRTimeline
IHT Wealth Management, LLC77,741$11.8M0.25%-31713F-HRTimeline
World Investment Advisors79,530$11.6M0.19%-3213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC75,667$11.5M0.19%-80913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP75,630$11.5M0.02%+1,24513F-HR/ATimelineGroup
SAGE RHINO CAPITAL LLC74,730$11.4M1.87%-2,55813F-HRTimeline
CX Institutional74,031$11.3M0.33%+2,15113F-HRTimeline
ALLIANCEBERNSTEIN L.P.76,992$11.2M<0.01%+8,70913F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …73,315$11.2M1.31%-8,87413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP72,015$11M<0.01%-5,82413F-HRTimelineGroup
GREENLEAF TRUST71,486$10.9M0.1%-1,19413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC68,514$10.4M0.02%-2,38713F-HRTimelineGroup
Balefire, LLC67,754$10.3M1.68%-3,65413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding67,487$10.3M+11,710Timeline
KITCHING PARTNERS, LLC66,213$10.1M8.66%+1,00813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC65,731$10M0.13%+213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …64,966$9.89M0.11%+14913F-HRTimelineGroup
Wealthspire Retirement, LLC63,489$9.66M0.53%-7,95613F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC63,374$9.64M1.6%-21313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC62,619$9.53M<0.01%+22,57013F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…61,562$9.37M2.18%+44913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC61,316$9.33M0.03%+9,88113F-HRTimelineGroup
Meridian Wealth Advisors, LLC60,695$9.24M1.05%+2,53713F-HRTimeline
MONECO ADVISORS, LLC59,788$9.1M0.56%+2,51813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding59,005$8.98M+100Timeline
Wealthspire Advisors, LLC58,979$8.98M0.05%+4,44213F-HRTimeline
Simmons Bankin group Simmons Bank58,143$8.85M0.5%-94013F-HRTimelineGroup
Corsicana & Co.57,496$8.75M4.24%-1,51413F-HRTimeline
Cornerstone Wealth Management, LLC54,868$8.35M0.36%+82613F-HRTimeline
Arax Advisory Partners54,846$8.35M0.06%+35,91913F-HRTimeline
EARNED WEALTH ADVISORS, LLC53,963$8.21M0.53%-1,17313F-HRTimeline
Premier Private Wealth Management LLC52,930$8.05M7.05%+69613F-HRTimeline
Wellspring Financial Advisors, LLC52,926$8.05M0.53%-2,29213F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …52,741$8.03M0.05%+8313F-HRTimelineGroup
Beacon Pointe Advisors, LLC52,509$7.99M0.04%+14413F-HRTimeline
Koenig Investment Advisory, LLC52,379$7.97M6.19%+1,11013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP51,981$7.91M0.09%-48813F-HRTimeline
IEQ CAPITAL, LLC51,258$7.8M0.04%+36413F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.51,198$7.79M0.01%-1,22113F-HRTimelineGroup
Whitegate Investment Counselors, Inc.51,076$7.77M2.21%-49313F-HRTimeline
Aspen Grove Capital, LLC50,310$7.66M1.1%+813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP49,672$7.56M0.09%+1,85013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources49,459$7.53M<0.01%-1,32913F-HRTimelineGroup
Composition Wealth, LLC49,420$7.52M0.09%-1,03213F-HRTimeline
Aries Wealth Management48,515$7.38M1.45%-1,20013F-HRTimeline
Perennial Investment Advisors, LLC48,514$7.38M0.49%+4,53813F-HRTimeline
American Money Management, LLC47,915$7.29M1.04%+2,39713F-HRTimeline
Cornerstone Advisory, LLC45,968$7M0.58%+22013F-HRTimeline
Mine & Arao Wealth Creation & Managemen…45,107$6.86M2.49%+2,58713F-HRTimeline
Cresset Asset Management, LLC45,096$6.86M0.02%+2,26813F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC44,771$6.81M1.77%new13F-HRTimeline
Americana Partners, LLC44,382$6.75M0.15%-16,23713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC43,369$6.6M0.04%+16,28513F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC43,169$6.57M0.26%+54313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC42,055$6.54M0.12%-1,98013F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC42,918$6.53M2.2%+1,69013F-HRTimeline
Arkadios Wealth Advisors42,833$6.52M0.1%-2113F-HRTimeline
Shulman DeMeo Asset Management LLC41,726$6.35M1.19%-1,30613F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding41,603$6.33M-194Timeline
Merit Financial Group, LLC41,570$6.33M0.04%-3,99613F-HR/ATimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…41,433$6.31M0.08%+3,65213F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC41,379$6.3M0.12%-1,30913F-HRTimeline
Integrated Wealth Concepts LLC40,421$6.15M0.03%+17,69613F-HRTimeline
EP Wealth Advisors, LLC39,864$6.07M0.02%+5,37913F-HRTimeline
TL Private Wealth38,961$6.06M2.22%-1,27413F-HRTimeline
Climber Capital SA41,113$6.06M3.71%+13,36613F-HRTimeline
Westside Investment Management, Inc.39,315$5.98M0.79%+75813F-HRTimeline
Torrey-Payne Wealth Management, LLC39,173$5.96M4.9%+2,37413F-HRTimeline
FIRST HORIZON CORP39,017$5.94M0.23%-1813F-HRTimeline
Houlihan Financial Resource Group, Ltd.38,635$5.88M2.1%-45713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP37,406$5.69M0.03%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO37,307$5.68M0.02%-2,50213F-HRTimelineGroup
Quantinno Capital Management LP36,777$5.6M0.01%+17,78913F-HRTimeline
Gotham Asset Management, LLC36,678$5.58M0.01%+34,49913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC36,564$5.56M0.21%+813F-HRTimeline
Vestmark Advisory Solutions, Inc.34,656$5.27M0.05%+37713F-HRTimeline
Salomon & Ludwin, LLC34,033$5.21M0.43%-96913F-HRTimeline
Destiny Wealth Partners, LLC33,022$5.12M0.72%-35,86513F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC33,577$5.11M0.74%-55013F-HRTimeline
Private Wealth Group, LLC32,919$5.01M1.93%-18,44213F-HRTimeline
Strategent Financial, LLC32,687$4.97M2.87%-68413F-HRTimeline
TD Waterhouse Canada Inc.31,779$4.86M0.01%-55,51613F-HRTimeline
1834 INVESTMENT ADVISORS CO31,911$4.86M0.55%+82213F-HRTimeline
Firestone Capital Management31,596$4.81M0.9%-19013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.31,407$4.78M<0.01%-64013F-HRTimelineGroup
NorthRock Partners, LLC31,048$4.72M0.07%+1,52013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC31,040$4.72M0.94%-69513F-HRTimeline
Smithfield Trust Co30,995$4.71M0.19%-3,16113F-HRTimeline
LifeSteps Financial, Inc.30,887$4.7M2.19%+5113F-HRTimeline
Prospera Financial Services Inc30,771$4.69M0.07%+72313F-HRTimeline
MYCIO WEALTH PARTNERS, LLC30,635$4.66M0.87%+15513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…30,505$4.64M0.12%+5,44713F-HRTimelineGroup
J.W. COLE ADVISORS, INC.29,812$4.54M0.08%-3,69513F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV29,718$4.52M3.81%+3,10613F-HRTimeline
Johnson & White Wealth Management, LLC29,564$4.5M1.68%-77613F-HRTimeline
Lewis Asset Management, LLC29,342$4.47M1.56%+44413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC29,145$4.44M0.07%-91113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC28,933$4.4M0.03%+1,38713F-HRTimeline
WHITTIER TRUST CO28,411$4.4M0.04%-4,12013F-HRTimeline
NOVEM GROUP28,773$4.38M0.44%-23913F-HRTimeline
American Trust28,615$4.35M0.34%+1,85413F-HRTimeline
Bravera Wealth28,467$4.33M1.66%-25613F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co28,048$4.27M0.24%-2,08713F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC27,963$4.26M0.07%-21513F-HRTimeline
Allworth Financial LP27,894$4.24M0.02%-26,37113F-HRTimeline
SIMON QUICK ADVISORS, LLC27,803$4.23M0.17%+5,25113F-HRTimeline
BRIGHTON JONES LLC27,796$4.23M0.08%+5,24613F-HRTimeline