Skip to content
Disclosery

SDY SPDR SERIES TRUST

Follow

SHS (fund)

1,231 managers (1,250 13F filers) reported a position in SDY shares at 2026-06-30, 63,748,815 shares in all. 58 filers opened a position and 52 filers sold out during the quarter.

Managers
1,231
13F filers
1,250
New
58
Added
374
Reduced
438
Sold out
52
Shares held by filers
63,748,815

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
PFG Investments, LLC27,567$4.2M0.16%+2,80513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…27,269$4.15M0.04%+3,27113F-HRTimelineGroup
HighPoint Advisor Group LLC27,183$4.14M0.15%+29813F-HRTimeline
1832 Asset Management L.P.27,146$4.13M0.01%-64013F-HRTimeline
HARBOUR INVESTMENTS, INC.26,989$4.11M0.06%-99713F-HRTimeline
Shum Financial Group, Inc.26,884$4.09M2.47%+68613F-HRTimeline
Larson Financial Group LLC26,806$4.08M0.11%-8013F-HRTimeline
DAVENPORT & Co LLC26,674$4.06M0.02%+28013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC26,671$4.06M<0.01%+1,59113F-HRTimelineGroup
Chicago Partners Investment Group LLC26,363$4.06M0.08%+313F-HRTimeline
Meridian Financial Advisors, LLC26,212$3.99M1.92%+1,09413F-HRTimeline
Waverly Advisors, LLC26,208$3.99M0.02%+2,23813F-HRTimeline
Black Diamond Financial, LLC25,615$3.9M0.34%-2,82713F-HRTimeline
Rothschild Wealth LLC25,502$3.88M0.31%+1,26513F-HRTimeline
Asset Management Group, Inc.25,395$3.86M0.57%-31313F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…25,338$3.86M0.33%13F-HRTimelineGroup
Blueprint Investment Partners LLCgroup of 2 filers holding25,272$3.85M0Timeline
Prime Capital Investment Advisors, LLC24,734$3.76M0.04%+21013F-HRTimeline
D.A. DAVIDSON & CO.24,723$3.76M0.02%-88713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…24,724$3.76M0.06%-1,50013F-HRTimelineGroup
Financial Planning Hawaii, Inc.24,602$3.74M2.01%-26313F-HRTimeline
Independence Bank of Kentucky24,517$3.73M0.42%013F-HRTimeline
FDx Advisors, Inc.24,505$3.73M1.12%-2513F-HRTimeline
Treasure Coast Financial Planning24,235$3.69M1.8%+13113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC23,740$3.61M0.02%+88313F-HRTimeline
Sage Capital Management, LLC23,658$3.6M1.41%-6813F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…23,468$3.57M0.07%-12713F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.23,451$3.57M0.21%-1,88413F-HRTimelineGroup
CENTRAL TRUST Co23,427$3.57M0.06%-113F-HRTimeline
Perigon Wealth Management, LLC23,175$3.53M0.06%-16413F-HRTimeline
Western Wealth Management, LLC23,063$3.51M0.11%-7013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK22,778$3.47M0.02%-85813F-HRTimelineGroup
AA Financial Advisors, LLC22,685$3.45M0.42%-2213F-HRTimeline
Snowden Capital Advisors LLC22,660$3.45M0.08%-32113F-HRTimeline
CIBC WORLD MARKET INC.22,625$3.44M0.01%-63,12813F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC22,570$3.43M0.77%-1,15413F-HRTimeline
Advisory Services Network, LLC22,364$3.4M0.04%-10313F-HRTimeline
Stonebridge Financial Group, LLC/CA22,236$3.38M0.47%13F-HRTimeline
Legacy Advisors, LLC22,134$3.37M0.31%+56413F-HRTimeline
Connecticut Wealth Management, LLC22,103$3.36M0.12%013F-HRTimeline
Welch & Forbes LLC22,079$3.36M0.04%013F-HRTimeline
Sequoia Financial Advisors, LLC21,665$3.3M0.02%-6313F-HRTimeline
Good Harbor Advisors, Inc.21,657$3.3M3.22%+4,33413F-HRTimeline
Farther Finance Advisors, LLC21,294$3.24M0.03%-45413F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC21,205$3.23M0.33%-14013F-HRTimeline
Principle Wealth Partners LLC20,917$3.18M0.16%-2513F-HRTimeline
Visionary Wealth Advisors20,861$3.17M0.13%+3,23313F-HRTimeline
Stablepoint Partners, LLC20,633$3.14M0.43%-5213F-HRTimeline
Narwhal Capital Management20,615$3.14M0.22%-37413F-HRTimeline
MGO ONE SEVEN LLC20,582$3.13M0.05%-3,26913F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC20,517$3.12M2.78%013F-HRTimeline
CHOREO, LLC20,214$3.08M0.03%+113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\20,195$3.07M<0.01%-24413F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers19,906$3.03M<0.01%+4,56613F-HRTimelineGroup
Argent Trust Co19,732$3M0.09%-13913F-HRTimeline
TIAAgroup of 4 filers holding19,512$2.97M+1,642Timeline
DENVER WEALTH MANAGEMENT, INC.19,426$2.96M0.85%-1,44213F-HRTimeline
New England Private Wealth Advisors LLC18,974$2.95M0.29%+1,00813F-HRTimeline
Carnegie Investment Counsel19,275$2.93M0.06%-33713F-HRTimeline
Savvy Advisors, Inc.19,233$2.93M0.06%-93313F-HRTimeline
PKS Advisory Services, LLC18,875$2.87M0.46%-8613F-HRTimeline
MONTAG A & ASSOCIATES INC18,777$2.86M0.12%013F-HRTimeline
KINTRA WEALTH, LLC18,013$2.85M0.15%+1,08213F-HRTimeline
PLANNING DIRECTIONS INC18,714$2.85M1.32%+84113F-HRTimeline
Roble, Belko & Company, Inc18,698$2.85M0.31%-4613F-HRTimeline
Sugar Maple Asset Management, LLC18,606$2.83M1.83%-16613F-HRTimeline
Calydon Capital18,365$2.79M0.41%+11813F-HRTimeline
Sachetta, LLC17,771$2.7M1.31%+3113F-HRTimeline
Harbour Capital Advisors, LLC17,365$2.68M0.49%013F-HRTimeline
Financial Engines Advisors L.L.C.17,167$2.61M<0.01%-60813F-HRTimeline
Avidian Wealth Enterprises, LLC17,099$2.6M0.07%+21713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC16,966$2.58M0.04%+8713F-HRTimeline
Flaharty Asset Management, LLC16,573$2.58M3.69%-180,89613F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST16,921$2.58M0.92%-36113F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC16,876$2.57M0.03%+1,34013F-HRTimeline
Purkiss Capital Advisors LLC16,447$2.5M0.95%-8213F-HRTimeline
Summit Financial, LLC16,371$2.49M0.03%-30413F-HRTimeline
Occidental Asset Management, LLC16,227$2.47M0.25%013F-HRTimeline
Belpointe Asset Management LLC16,168$2.46M0.08%-1,10013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC16,144$2.46M0.3%+5113F-HRTimeline
truNorth Financial Services, Inc.16,065$2.44M2.19%+64713F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…15,900$2.42M<0.01%+1,80013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC15,734$2.39M0.04%+19513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP15,720$2.39M<0.01%+23313F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.15,509$2.36M0.74%013F-HRTimeline
Retirement Investment Advisors, Inc.15,253$2.36M0.17%-24613F-HRTimeline
Mutual Advisors, LLC15,491$2.36M0.04%-12613F-HRTimeline
Wedmont Private Capital15,220$2.35M0.06%+5,35813F-HRTimeline
COZAD ASSET MANAGEMENT INC15,214$2.32M0.15%+113F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding15,185$2.31M-718Timeline
ASPIRIANT, LLC15,105$2.3M0.06%+22213F-HRTimeline
Focus Financial Network, Inc.15,025$2.29M0.07%+44113F-HRTimeline
Eagle Strategies LLC15,024$2.29M0.23%-3613F-HRTimeline
PDS Planning, Inc15,003$2.28M0.13%-23813F-HRTimeline
Peak Asset Management, LLC14,684$2.23M0.33%-2613F-HRTimeline
Ellenbecker Investment Group14,589$2.22M0.26%-43913F-HRTimeline
Aptus Capital Advisors, LLC14,569$2.22M0.02%-19713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC14,500$2.21M0.15%013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding14,442$2.2M-1,406Timeline
Wilmington Savings Fund Society, FSB14,299$2.18M0.05%+80013F-HRTimeline
Cadent Capital Advisors, LLC14,285$2.17M0.45%+95113F-HRTimeline
Global Retirement Partners, LLC14,164$2.16M0.03%13F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC14,100$2.15M0.77%-55013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding14,065$2.14M-736Timeline
Spire Wealth Managementin group Spire Wealth Management14,009$2.13M0.06%-2913F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding13,816$2.1M+144Timeline
Cove Private Wealth, LLC13,709$2.09M0.4%+29413F-HRTimeline
McGlone Suttner Wealth Management, Inc.13,480$2.05M0.24%-4013F-HRTimeline
1015 Capital Partners, LLC13,464$2.05M1.72%013F-HRTimeline
One Wealth Map LLC12,925$2.04M0.95%-12913F-HRTimeline
Tyche Wealth Partners LLC13,366$2.03M0.29%+2,57513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC13,253$2.02M0.04%+6113F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding13,243$2.02M-1,811Timeline
Madison Asset Management, LLCin group Madison Asset Management, LLC13,236$2.01M0.02%+9813F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK13,149$2M0.01%-713F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC13,109$1.99M0.06%013F-HRTimelineGroup
DONALDSON CAPITAL MANAGEMENT, LLC13,038$1.98M0.06%+2,79413F-HRTimeline
TUDOR INVESTMENT CORP ET AL12,929$1.97M0.01%+7,97513F-HRTimeline
Simplicity Wealth,LLC12,850$1.96M0.07%+85813F-HRTimeline
Aberdeen Wealth Management LLC12,812$1.95M0.94%-1,61213F-HRTimeline
Atria Investments, Inc12,778$1.94M0.02%-10713F-HRTimeline
Cooksen Wealth, LLC12,760$1.94M1.22%+36113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…12,608$1.92M<0.01%-4,38313F-HRTimelineGroup
Valmark Advisers, Inc.12,589$1.92M0.02%-18013F-HRTimeline
Integrated Advisors Network LLC12,447$1.89M0.09%013F-HRTimeline
Coston, McIsaac & Partners12,396$1.89M0.38%-3113F-HRTimeline
UNION SAVINGS BANK12,364$1.88M0.76%013F-HRTimeline
Pines Wealth Management, LLC12,335$1.88M0.54%-2,26413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT12,268$1.87M0.12%+113F-HRTimeline
VestGen Advisors, LLC12,067$1.84M0.05%-8,93813F-HRTimeline
TRUE Private Wealth Advisors12,065$1.84M0.16%-65713F-HRTimeline
Drucker Wealth 3.0, LLC12,056$1.83M0.29%-5513F-HRTimeline
GreatBanc Trust CO11,978$1.82M1.13%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.12,016$1.82M0.07%+4,66213F-HRTimelineGroup
REBALANCE, LLC11,770$1.79M0.09%+9713F-HRTimeline
ProVise Management Group, LLC11,723$1.78M0.12%-2,10313F-HRTimeline
Forbes Financial Planning, Inc.11,692$1.78M0.95%-5013F-HRTimeline
OneDigital Investment Advisors LLC11,659$1.77M0.01%-50713F-HRTimeline
BANK OZK11,502$1.75M0.52%013F-HRTimeline
WHITE PINE CAPITAL LLC11,434$1.74M0.41%+5213F-HRTimeline
Mechanics Bank Trust Department11,429$1.74M0.22%-1,33113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC11,372$1.73M0.04%+813F-HRTimeline
WCG Wealth Advisors LLC11,178$1.7M0.04%-1,98413F-HRTimeline
Newman Dignan & Sheerar, Inc.11,095$1.69M0.32%-2,47713F-HRTimeline
Bouchey Financial Group, Ltd.11,000$1.67M0.11%-1,00013F-HRTimeline
Aspect Partners, LLC10,997$1.67M0.62%-3613F-HRTimeline
IFG Advisory, LLC10,988$1.67M0.06%new13F-HRTimeline
Haverford Trust Co10,975$1.67M0.01%-1,50213F-HRTimeline
Hardworking Capital Advisors, LLC10,928$1.66M1.36%-13613F-HRTimeline
Waldron Private Wealth LLC10,842$1.65M0.06%013F-HRTimeline
Almanack Investment Partners, LLC.10,789$1.64M0.21%new13F-HRTimeline
Florida Trust Wealth Management Co10,736$1.63M0.04%-9313F-HRTimeline
Tufton Capital Management10,716$1.63M0.27%-65513F-HRTimeline
Pallas Capital Advisors LLC10,695$1.63M0.05%+313F-HRTimeline
Councilor Wealth, LLC10,663$1.62M0.66%+1013F-HRTimeline
Investors Research Corp10,656$1.62M0.29%-63513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC10,622$1.62M0.03%+1313F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10,586$1.61M0.05%-38613F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.10,529$1.6M0.05%+34513F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC10,505$1.6M0.56%+3313F-HRTimeline
Verdence Capital Advisors LLC10,493$1.6M0.08%+81913F-HRTimeline
TRUST CO OF VERMONT10,449$1.59M0.06%13F-HRTimeline
Collaborative Capital Advisors LLC10,421$1.59M1%13F-HRTimeline
Avantax Planning Partners, Inc.10,391$1.58M0.04%+27913F-HRTimeline
Summit Trail Advisors, LLC10,217$1.55M0.02%+1,06313F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT10,045$1.53M0.08%-1013F-HRTimelineGroup
McNaughton Wealth Management, LLC10,042$1.53M0.54%-11113F-HRTimeline
Y-Intercept (Hong Kong) Ltd9,888$1.5M0.03%-38913F-HRTimeline
SVB WEALTH LLC9,843$1.5M0.09%-17213F-HRTimeline
Dynamic Advisor Solutions LLC9,833$1.5M0.04%-4,16513F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC9,710$1.48M0.9%+4813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO9,700$1.48M0.02%+11613F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC9,686$1.47M0.36%+17213F-HRTimeline
Parcion Private Wealth LLC9,660$1.47M0.08%-4,32913F-HRTimeline
Sovran Advisors, LLC9,157$1.45M0.11%-3713F-HRTimeline
Sigma Planning Corp9,536$1.45M0.04%-34613F-HRTimeline
GLOBALT Investments LLC / GA9,528$1.45M0.05%-50713F-HRTimeline
Churchill Financial Advisors, LLC9,523$1.45M0.28%-42513F-HRTimeline
Kovack Advisors, Inc.9,474$1.45M0.07%-22113F-HRTimeline
Federation des caisses Desjardins du Qu…9,484$1.44M<0.01%-2413F-HRTimeline
Dakota Wealth Management9,476$1.44M0.03%013F-HRTimeline
HOURGLASS CAPITAL, LLC9,455$1.44M0.28%+2013F-HR/ATimeline
Performa Ltd (US), LLC9,455$1.44M0.23%new13F-HRTimeline
Golden State Wealth Management, LLC9,424$1.43M0.13%+88813F-HRTimeline
Axis Wealth Partners, LLC9,402$1.43M0.69%-34513F-HRTimeline
Geneos Wealth Management Inc.9,361$1.42M0.03%+52013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,211$1.4M0.02%-30513F-HRTimelineGroup
SlateStone Wealth, LLC9,197$1.4M0.11%+4113F-HRTimeline
Ledyard National Bank9,196$1.4M0.11%-93713F-HRTimeline
CAPITAL ADVISORS INC/OK9,188$1.4M0.02%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC9,184$1.4M0.12%-6413F-HRTimeline
Palisade Asset Management, LLC9,178$1.4M0.13%-24013F-HRTimeline
Destiny Capital Corp/CO9,168$1.4M0.65%-12913F-HRTimeline
WARNER FINANCIAL, INC9,156$1.39M0.41%013F-HRTimeline
Stonebridge Financial Planning Group, L…9,073$1.38M0.44%-25013F-HRTimeline
Sage Mountain Advisors LLC8,985$1.37M0.08%013F-HRTimeline
MPS Loria Financial Planners, LLC8,981$1.37M0.31%+3813F-HRTimeline
Canal Capital Management, LLC8,857$1.35M0.16%+5813F-HRTimeline
Pacific Sun Financial Corp8,843$1.35M0.56%-15013F-HRTimeline
High Net Worth Advisory Group LLC8,784$1.34M0.28%+713F-HRTimeline