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Disclosery

SDY SPDR SERIES TRUST

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SHS (fund)

1,175 managers (1,193 13F filers) reported a position in SDY shares at 2024-12-31, 67,155,194 shares in all. 64 filers opened a position and 84 filers sold out during the quarter.

Managers
1,175
13F filers
1,193
New
64
Added
349
Reduced
384
Sold out
84
Shares held by filers
67,155,194

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
Madison Asset Management, LLCgroup of 2 filers holding31,586$4.17M+15,793Timeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.31,359$4.14M0.31%-1,50413F-HRTimelineGroup
CW Advisors, LLC30,964$4.09M0.06%+1,44013F-HRTimeline
TD Waterhouse Canada Inc.30,892$4.08M0.03%+84913F-HRTimeline
NOVEM GROUP30,444$4.02M0.6%13F-HRTimeline
Badgley Phelps Wealth Managers, LLC29,612$3.91M0.09%-1,02113F-HRTimeline
Meridian Wealth Advisors, LLC29,582$3.91M0.64%-37913F-HRTimeline
MYCIO WEALTH PARTNERS, LLC29,545$3.9M0.94%+1,31113F-HRTimeline
Waverly Advisors, LLC29,458$3.89M0.06%-40113F-HRTimeline
Prime Capital Investment Advisors, LLC29,188$3.86M0.06%+5213F-HRTimeline
LifeSteps Financial, Inc.29,121$3.85M2.95%+53613F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…28,857$3.81M0.38%+1,36313F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC28,791$3.8M0.04%-70113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC28,760$3.8M0.04%-1,17013F-HRTimeline
SIMON QUICK ADVISORS, LLC28,737$3.8M0.23%-93513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers27,916$3.69M0.01%-27813F-HRTimelineGroup
Moloney Securities Asset Management, LLC27,841$3.68M0.49%-2613F-HRTimeline
Perigon Wealth Management, LLC27,501$3.66M0.09%+1,32913F-HRTimeline
FDx Advisors, Inc.27,615$3.65M1.07%-80713F-HRTimeline
Sugar Maple Asset Management, LLC27,522$3.64M2.77%-54013F-HRTimeline
Mechanics Bank Trust Department27,202$3.59M0.48%-89013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…27,000$3.55M0.01%-2,30013F-HRTimelineGroup
Allworth Financial LP26,590$3.55M0.02%+4,06013F-HRTimeline
Prospera Financial Services Inc26,633$3.52M0.08%-32513F-HRTimeline
Cadent Capital Advisors, LLC26,296$3.47M1.21%+12013F-HRTimeline
Lewis Asset Management, LLC26,054$3.44M2.63%-1,29913F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC25,894$3.42M0.92%-23613F-HRTimeline
Shum Financial Group, Inc.25,886$3.42M2.95%+913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC25,486$3.37M<0.01%-27213F-HRTimelineGroup
Legacy Advisors, LLC25,231$3.33M0.32%013F-HRTimeline
Asset Management Group, Inc.24,870$3.29M0.58%-7913F-HRTimeline
Independence Bank of Kentucky24,744$3.27M0.5%+22,94913F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding24,504$3.24M+10,270Timeline
FSA Wealth Management LLC24,499$3.24M1.31%-5613F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…24,208$3.2M0.11%-2,72613F-HRTimelineGroup
Sage Capital Management, LLC24,180$3.19M1.61%-22413F-HRTimeline
FineMark National Bank & Trust24,004$3.17M0.11%-40513F-HRTimeline
Meridian Financial Advisors, LLC23,997$3.17M2.19%+29113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.23,778$3.14M<0.01%+2,74913F-HRTimelineGroup
Integrated Wealth Concepts LLC23,486$3.1M0.04%-3913F-HRTimeline
Wealthspire Retirement, LLC23,281$3.08M0.24%-2,38113F-HRTimeline
Chicago Partners Investment Group LLC23,389$3.06M0.1%-6213F-HRTimeline
D.A. DAVIDSON & CO.22,874$3.02M0.02%+1,86913F-HRTimeline
Graypoint LLC22,846$3.02M0.18%-1,03313F-HRTimeline
Treasure Coast Financial Planning22,302$2.95M1.94%-71713F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC22,280$2.94M0.43%013F-HRTimeline
Algorithmic Investment Models, LLC22,185$2.93M2.26%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…22,159$2.93M0.04%-2,73013F-HRTimelineGroup
Welch & Forbes LLC21,900$2.89M0.04%013F-HRTimeline
Snowden Capital Advisors LLC21,887$2.89M0.09%+1,98413F-HRTimeline
PLANNING DIRECTIONS INC21,691$2.87M1.66%-94913F-HRTimeline
Carnegie Investment Counsel21,586$2.85M0.08%+19413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…20,485$2.81M0.01%-12813F-HRTimelineGroup
Narwhal Capital Management20,989$2.77M0.25%013F-HRTimeline
Advisory Services Network, LLC20,981$2.77M0.05%-68413F-HRTimeline
NorthCoast Asset Management LLC20,971$2.77M0.01%+5113F-HR/ATimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC20,782$2.75M0.05%+2,43213F-HRTimeline
Western Wealth Management, LLC20,686$2.73M0.18%+2,96813F-HR/ATimeline
Essential Planning, LLC.19,448$2.72M0.02%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…20,550$2.71M0.05%+49013F-HRTimelineGroup
Lansing Street Advisors20,541$2.71M0.95%-1,17013F-HRTimeline
CHOREO, LLC20,452$2.7M0.04%-54513F-HRTimeline
Dynamic Advisor Solutions LLC20,332$2.69M0.12%-7,55113F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC20,280$2.68M1.27%013F-HRTimeline
MONTAG A & ASSOCIATES INC20,237$2.67M0.13%+513F-HRTimeline
Newman Dignan & Sheerar, Inc.20,233$2.67M0.68%-18413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding20,057$2.65M+124Timeline
Argent Trust Co19,844$2.62M0.11%-1,00013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC19,717$2.61M0.04%+56913F-HRTimelineGroup
PKS Advisory Services, LLC19,594$2.59M0.65%13F-HRTimeline
STRATEGY ASSET MANAGERS LLC19,383$2.56M0.5%-94913F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…19,337$2.55M0.03%-90213F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC19,217$2.54M0.06%+1,26213F-HRTimeline
Roble, Belko & Company, Inc18,984$2.51M0.4%-9913F-HRTimeline
Laird Norton Wetherby Wealth Management…18,740$2.48M0.12%-48213F-HRTimeline
Merit Financial Group, LLC18,566$2.45M0.04%+2,50813F-HRTimeline
BRIGHTON JONES LLC18,495$2.44M0.07%+14,82913F-HR/ATimeline
Redwood Wealth Management Group, LLC18,446$2.43M1.19%-2,12113F-HRTimeline
Drucker Wealth 3.0, LLC18,280$2.41M0.56%-76113F-HR/ATimeline
New England Private Wealth Advisors LLC18,270$2.41M0.38%+6813F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC18,249$2.41M0.26%+33013F-HRTimeline
Sachetta, LLC17,959$2.37M0.94%013F-HRTimeline
Thomasville National Bank17,758$2.35M0.17%-69813F-HRTimeline
Stablepoint Partners, LLC17,698$2.34M0.43%+1,58813F-HRTimeline
Calydon Capital17,664$2.33M0.46%+23413F-HRTimeline
SVB WEALTH LLC17,618$2.33M0.04%new13F-HRTimeline
Harbour Capital Advisors, LLC17,638$2.33M0.52%-12513F-HRTimeline
Principle Wealth Partners LLC17,313$2.29M0.16%-29013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co17,094$2.26M0.03%+15513F-HRTimelineGroup
Arkadios Wealth Advisors17,055$2.25M0.12%-47413F-HRTimeline
Zhang Financial LLC16,762$2.21M0.13%new13F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …16,732$2.21M0.03%+12,63513F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding16,653$2.2M-29Timeline
PDS Planning, Inc16,522$2.18M0.19%-25913F-HRTimeline
Retirement Investment Advisors, Inc.16,432$2.17M0.23%-61213F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding16,353$2.16M-503,315Timeline
MGO ONE SEVEN LLC16,342$2.16M0.08%+58013F-HRTimeline
COZAD ASSET MANAGEMENT INC16,322$2.16M0.2%+14613F-HRTimeline
Eagle Strategies LLC16,319$2.16M0.37%+47013F-HRTimeline
Occidental Asset Management, LLC16,226$2.14M0.33%013F-HRTimeline
Belpointe Asset Management LLC15,309$2.14M0.13%+9613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,210$2.14M<0.01%+9,13413F-HRTimelineGroup
Csenge Advisory Group16,032$2.12M0.11%+12,06213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…15,974$2.11M0.12%-12,47513F-HRTimelineGroup
Wilmington Savings Fund Society, FSB15,950$2.11M0.04%+1,10613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management15,706$2.07M0.06%-3513F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO15,620$2.06M0.04%+1,76313F-HRTimeline
ASPIRIANT, LLC15,564$2.06M0.07%013F-HRTimeline
INVESTMENT PARTNERS, LTD.15,509$2.05M0.84%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA15,327$2.02M0.01%+1,77313F-HRTimelineGroup
High Falls Advisors, Inc15,269$2.02M0.47%-25413F-HRTimeline
Pines Wealth Management, LLC15,639$2.01M0.88%13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.15,216$2.01M<0.01%new13F-HRTimelineGroup
Atria Investments, Inc15,108$2M0.02%-59313F-HRTimeline
Sequoia Financial Advisors, LLC15,096$1.99M0.02%+1,41913F-HR/ATimeline
UNION SAVINGS BANK15,067$1.99M0.98%-28913F-HRTimeline
PFG Investments, LLC14,926$1.97M0.12%+54213F-HRTimeline
Aberdeen Wealth Management LLC14,889$1.97M1.35%+313F-HRTimeline
Mutual Advisors, LLC14,759$1.97M0.06%-713F-HRTimeline
Peak Asset Management, LLC14,876$1.97M0.36%013F-HRTimeline
Focus Financial Network, Inc.14,871$1.96M0.08%-13313F-HRTimeline
B. Riley Wealth Advisors, Inc.14,763$1.95M0.06%-1,42313F-HRTimeline
Performa Ltd (US), LLC14,763$1.95M0.69%013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…14,699$1.94M0.7%-1,22513F-HRTimeline
Integrated Advisors Network LLC14,686$1.94M0.09%-63113F-HRTimeline
Ellenbecker Investment Group14,663$1.94M0.35%-34013F-HRTimeline
Cadence Bank14,594$1.93M0.13%-77113F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding14,563$1.92M+3,899Timeline
EVERGREEN CAPITAL MANAGEMENT LLC14,536$1.92M0.06%+40113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding14,477$1.91M+3,608Timeline
Long Run Wealth Advisors, LLC14,364$1.9M0.45%+8613F-HRTimeline
OneDigital Investment Advisors LLC14,230$1.88M0.02%-46313F-HRTimeline
Visionary Wealth Advisors14,146$1.87M0.11%-4,92713F-HRTimeline
McGlone Suttner Wealth Management, Inc.14,022$1.85M0.31%+2,41413F-HRTimeline
Coston, McIsaac & Partners14,015$1.85M0.55%-47413F-HRTimeline
IFG Advisory, LLC13,974$1.85M0.1%+3,90513F-HRTimeline
Sovran Advisors, LLC14,026$1.84M0.26%13F-HRTimeline
Valmark Advisers, Inc.13,789$1.82M0.03%+6713F-HRTimeline
Strategic Blueprint, LLC13,487$1.78M0.11%+6,36313F-HRTimeline
Roger Wittlin Investment Advisory, LLC13,455$1.78M1%+35513F-HRTimeline
GLOBALT Investments LLC / GA13,383$1.77M0.07%-40113F-HRTimeline
Ledyard National Bank13,231$1.75M0.16%-77613F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC12,639$1.67M0.21%-39913F-HRTimeline
Haverford Trust Co12,583$1.66M0.02%-2,34513F-HRTimeline
Smart Money Group LLC12,547$1.66M0.57%+8613F-HRTimeline
IFP Advisors, Inc12,477$1.65M0.05%+95413F-HRTimeline
Schechter Investment Advisors, LLC12,360$1.63M0.13%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT12,267$1.62M0.07%-1,30413F-HRTimeline
Index Fund Advisors, Inc.12,241$1.62M0.09%013F-HRTimeline
Investors Research Corp12,090$1.6M0.35%-24113F-HRTimeline
Bouchey Financial Group, Ltd.12,000$1.59M0.14%013F-HRTimeline
Tufton Capital Management11,948$1.58M0.3%-61713F-HRTimeline
Florida Trust Wealth Management Co11,926$1.58M0.05%+91013F-HRTimeline
Stonegate Investment Group, LLC11,903$1.57M0.04%-2013F-HRTimeline
TFG Advisers LLC11,880$1.57M0.56%-1413F-HRTimeline
McNaughton Wealth Management, LLC11,697$1.55M0.74%-21913F-HRTimeline
BANK OZK11,659$1.54M0.64%-34613F-HRTimeline
Aspect Partners, LLC11,631$1.54M0.89%-10813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,504$1.52M0.03%+1,00213F-HRTimelineGroup
WHITE PINE CAPITAL LLC11,463$1.51M0.51%-43213F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP11,397$1.51M0.02%+1413F-HR/ATimelineGroup
Creekmur Asset Management LLC11,357$1.5M0.34%+8013F-HRTimeline
TRUST CO OF VERMONT11,239$1.48M0.07%+42313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,210$1.48M0.05%+35113F-HRTimeline
HOURGLASS CAPITAL, LLC11,150$1.47M0.41%-51013F-HRTimeline
Aptus Capital Advisors, LLC11,094$1.47M0.02%+7,78213F-HRTimeline
REBALANCE, LLC10,955$1.45M0.11%+8513F-HRTimeline
Larson Financial Group LLC10,862$1.43M0.07%+42613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC10,844$1.43M0.06%-2,12613F-HR/ATimeline
Cooksen Wealth, LLC10,801$1.43M1.31%-74113F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC10,750$1.42M0.52%-39013F-HRTimeline
Pinnacle Financial Partners Inc10,554$1.41M0.03%-33513F-HRTimeline
One Wealth Map LLC10,205$1.39M0.85%+41313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,539$1.39M0.01%-113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC10,515$1.39M0.03%+4413F-HRTimelineGroup
Destiny Capital Corp/CO10,378$1.37M0.83%013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC10,369$1.37M0.05%+1413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…10,268$1.36M0.01%-7013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,303$1.35M0.11%-1,163,99313F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT10,180$1.34M0.09%013F-HRTimelineGroup
MPS Loria Financial Planners, LLC10,165$1.34M0.4%-15513F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK10,148$1.34M0.04%-35113F-HRTimelineGroup
PURSUE WEALTH PARTNERS LLC10,146$1.34M0.77%013F-HRTimeline
Councilor Wealth, LLC10,140$1.34M0.64%+2313F-HRTimeline
HARBOUR INVESTMENTS, INC.9,961$1.32M0.04%-9313F-HRTimeline
SMITH, MOORE & CO.9,885$1.31M0.12%-60413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC9,883$1.31M0.33%+29713F-HRTimelineGroup
Sigma Planning Corp9,877$1.3M0.04%-4,59313F-HRTimeline
Sage Mountain Advisors LLC9,853$1.3M0.1%013F-HRTimeline
Qube Research & Technologies Ltd9,715$1.28M<0.01%new13F-HRTimeline
Coastline Trust Co9,704$1.28M0.15%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tyche Wealth Partners LLC9,698$1.28M0.27%-1,51913F-HRTimeline
Palisade Asset Management, LLC9,643$1.27M0.13%-17213F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC9,643$1.27M0.98%13F-HRTimeline
WARNER FINANCIAL, INC9,636$1.27M0.55%+1013F-HRTimeline
Conservest Capital Advisors, Inc.9,612$1.27M0.13%-6313F-HRTimeline
DIVERSIFIED TRUST CO9,600$1.27M0.03%013F-HRTimeline
Harbour Trust & Investment Management Co9,570$1.26M0.14%-19513F-HRTimeline
Stonebridge Financial Planning Group, L…9,561$1.26M0.56%+15713F-HRTimeline
Alpha Cubed Investments, LLC9,531$1.26M0.06%-2,49013F-HRTimeline