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Disclosery

SDY SPDR SERIES TRUST

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SHS (fund)

1,161 managers (1,177 13F filers) reported a position in SDY shares at 2025-03-31, 64,673,503 shares in all. 59 filers opened a position and 67 filers sold out during the quarter.

Managers
1,161
13F filers
1,177
New
59
Added
322
Reduced
478
Sold out
67
Shares held by filers
64,673,503

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Advisor Resource Council31,394$3.99M0.32%new13F-HRTimeline
AA Financial Advisors, LLC29,340$3.98M0.97%-2,27213F-HRTimeline
J.W. COLE ADVISORS, INC.29,155$3.96M0.12%-21,45913F-HRTimeline
NOVEM GROUP29,091$3.95M0.56%-1,35313F-HRTimeline
Prime Capital Investment Advisors, LLC28,797$3.91M0.05%-39113F-HRTimeline
Waverly Advisors, LLC28,591$3.88M0.05%-86713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC28,590$3.88M0.04%-17013F-HRTimeline
SIMON QUICK ADVISORS, LLC28,422$3.86M0.22%-31513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC28,310$3.84M0.35%-11,37913F-HR/ATimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…27,835$3.78M0.38%-1,02213F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC27,762$3.77M0.09%-1,85013F-HRTimeline
Sugar Maple Asset Management, LLC27,572$3.74M2.94%+5013F-HRTimeline
FDx Advisors, Inc.27,285$3.7M1.2%-33013F-HRTimeline
Mechanics Bank Trust Department26,817$3.64M0.5%-38513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…26,800$3.6M0.01%-20013F-HRTimelineGroup
Larson Financial Group LLC26,486$3.59M0.17%+15,62413F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.26,165$3.55M1.62%-5,72513F-HRTimeline
FSA Wealth Management LLC25,894$3.51M1.49%+1,39513F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC25,764$3.5M0.98%-13013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…25,742$3.49M0.13%+1,53413F-HRTimelineGroup
Shum Financial Group, Inc.25,705$3.49M3.02%-18113F-HRTimeline
Allworth Financial LP26,364$3.44M0.02%-22613F-HRTimeline
Legacy Advisors, LLC25,231$3.42M0.36%013F-HRTimeline
Prospera Financial Services Inc25,154$3.42M0.08%-1,47913F-HRTimeline
FLOW TRADERS U.S. LLC25,106$3.41M0.14%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC25,064$3.4M<0.01%-42213F-HRTimelineGroup
Asset Management Group, Inc.25,051$3.4M0.63%+18113F-HRTimeline
GREENBERG FINANCIAL GROUP23,200$3.39M1.41%13F-HRTimeline
Lewis Asset Management, LLC24,818$3.37M2.78%-1,23613F-HRTimeline
Meridian Financial Advisors, LLC24,650$3.34M2.35%+65313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP24,648$3.34M<0.01%-11,76513F-HRTimelineGroup
Independence Bank of Kentucky24,517$3.33M0.52%-22713F-HRTimeline
Sage Capital Management, LLC24,325$3.3M1.79%+14513F-HRTimeline
D.A. DAVIDSON & CO.23,365$3.17M0.03%+49113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers23,158$3.14M0.01%-4,75813F-HRTimelineGroup
FineMark National Bank & Trust22,994$3.12M0.11%-1,01013F-HRTimeline
Graypoint LLC22,854$3.1M0.19%+813F-HRTimeline
Sequoia Financial Advisors, LLC22,798$3.09M0.02%+7,70213F-HRTimeline
Treasure Coast Financial Planning22,667$3.08M1.91%+36513F-HRTimeline
PFG Investments, LLC22,638$3.07M0.2%+7,71213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.22,609$3.07M<0.01%-1,16913F-HRTimelineGroup
Chicago Partners Investment Group LLC23,249$3.06M0.1%-14013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC22,355$3.03M1.73%-14,38713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…22,316$3.03M0.04%+15713F-HRTimelineGroup
Perigon Wealth Management, LLC22,016$2.99M0.08%-5,48513F-HRTimeline
Welch & Forbes LLC21,900$2.97M0.04%013F-HRTimeline
Integrated Wealth Concepts LLC21,650$2.94M0.03%-1,83613F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC21,395$2.9M0.45%-88513F-HRTimeline
PLANNING DIRECTIONS INC21,303$2.89M1.24%-38813F-HRTimeline
Snowden Capital Advisors LLC21,215$2.88M0.09%-67213F-HRTimeline
Narwhal Capital Management20,989$2.85M0.25%013F-HRTimeline
Advisory Services Network, LLC20,642$2.8M0.05%-33913F-HRTimeline
Lansing Street Advisors20,617$2.8M0.94%+7613F-HRTimeline
GWN SECURITIES INC.21,002$2.8M0.16%+19,14913F-HRTimeline
Geneos Wealth Management Inc.20,493$2.78M0.04%+12,77913F-HRTimeline
Western Wealth Management, LLC20,430$2.77M0.18%-25613F-HRTimeline
Carnegie Investment Counsel22,162$2.75M0.07%+57613F-HRTimeline
MONTAG A & ASSOCIATES INC20,240$2.75M0.14%+313F-HRTimeline
Arkadios Wealth Advisors20,223$2.74M0.1%+3,16813F-HRTimeline
NorthCoast Asset Management LLC20,186$2.74M0.01%-78513F-HR/ATimeline
Hillcrest Wealth Advisors - NY, LLC20,080$2.72M1.35%-20013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding20,037$2.72M-20Timeline
STRATEGY ASSET MANAGERS LLC19,790$2.69M0.55%+40713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC19,730$2.68M0.04%+1313F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC19,663$2.67M0.05%-1,11913F-HRTimeline
CHOREO, LLC19,488$2.64M0.04%-96413F-HRTimeline
PKS Advisory Services, LLC19,426$2.64M0.72%-16813F-HRTimeline
Moloney Securities Asset Management, LLC19,146$2.6M0.35%-8,69513F-HRTimeline
Newman Dignan & Sheerar, Inc.19,039$2.58M0.71%-1,19413F-HR/ATimeline
Roble, Belko & Company, Inc18,997$2.58M0.41%+1313F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…18,920$2.57M0.05%-41713F-HRTimelineGroup
Argent Trust Co18,806$2.55M0.1%-1,03813F-HRTimeline
BRIGHTON JONES LLC18,647$2.53M0.08%+15213F-HRTimeline
Dynamic Advisor Solutions LLC18,457$2.5M0.08%-1,87513F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC18,049$2.45M0.25%-20013F-HRTimeline
Principle Wealth Partners LLC17,963$2.44M0.17%+65013F-HRTimeline
New England Private Wealth Advisors LLC17,897$2.43M0.38%-37313F-HRTimeline
Sachetta, LLC17,851$2.42M0.99%-10813F-HRTimeline
Calydon Capital17,772$2.41M0.45%+10813F-HRTimeline
Thomasville National Bank17,755$2.41M0.18%-313F-HRTimeline
SVB WEALTH LLC17,464$2.37M0.1%-15413F-HRTimeline
Wealthspire Retirement, LLC17,452$2.37M0.19%-5,82913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…17,450$2.37M0.06%+11,28813F-HRTimelineGroup
Harbour Capital Advisors, LLC17,673$2.34M0.58%+3513F-HRTimeline
MGO ONE SEVEN LLC17,014$2.31M0.09%+67213F-HRTimeline
Zhang Financial LLC16,777$2.28M0.12%+1513F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding16,653$2.21M0Timeline
Retirement Investment Advisors, Inc.16,270$2.21M0.22%-16213F-HRTimeline
COZAD ASSET MANAGEMENT INC16,263$2.21M0.22%-5913F-HRTimeline
Occidental Asset Management, LLC16,227$2.2M0.33%+113F-HRTimeline
PDS Planning, Inc16,215$2.2M0.19%-30713F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding16,212$2.2M-141Timeline
Stablepoint Partners, LLC16,036$2.18M0.39%-1,66213F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC15,793$2.14M0.02%013F-HRTimelineGroup
Eagle Strategies LLC15,711$2.13M0.37%-60813F-HRTimeline
ASPIRIANT, LLC15,564$2.11M0.07%013F-HRTimeline
INVESTMENT PARTNERS, LTD.15,509$2.1M0.87%013F-HRTimeline
Focus Financial Network, Inc.15,480$2.1M0.09%+60913F-HRTimeline
Mutual Advisors, LLC15,970$2.07M0.06%+1,21113F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding15,173$2.06M+610Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO15,006$2.04M0.04%-61413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,938$2.03M0.06%-76813F-HRTimelineGroup
Peak Asset Management, LLC14,876$2.02M0.38%013F-HRTimeline
Drucker Wealth 3.0, LLC14,860$2.02M0.44%-3,42013F-HRTimeline
Aberdeen Wealth Management LLC14,816$2.01M1.39%-7313F-HRTimeline
Wilmington Savings Fund Society, FSB14,725$2M0.04%-1,22513F-HRTimeline
UNION SAVINGS BANK14,648$1.99M0.97%-41913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC14,636$1.99M0.07%+10013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…14,599$1.98M0.76%-10013F-HRTimeline
Integrated Advisors Network LLC14,576$1.98M0.1%-11013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC14,542$1.97M0.08%+8,65513F-HRTimelineGroup
Long Run Wealth Advisors, LLC14,452$1.96M0.44%+8813F-HRTimeline
OneDigital Investment Advisors LLC14,308$1.94M0.02%+7813F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA14,292$1.94M0.01%-1,03513F-HRTimelineGroup
Belpointe Asset Management LLC14,282$1.94M0.1%-1,02713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding14,232$1.93M-245Timeline
Armstrong, Fleming & Moore, Inc14,144$1.92M2.32%new13F-HRTimeline
High Falls Advisors, Inc14,026$1.9M0.45%-1,24313F-HRTimeline
Ellenbecker Investment Group13,959$1.89M0.34%-70413F-HRTimeline
Pines Wealth Management, LLC15,542$1.89M0.87%-9713F-HRTimeline
McGlone Suttner Wealth Management, Inc.13,922$1.89M0.31%-10013F-HRTimeline
Redwood Wealth Management Group, LLC13,856$1.88M0.96%-4,59013F-HRTimeline
B. Riley Wealth Advisors, Inc.13,825$1.88M0.06%-93813F-HRTimeline
Visionary Wealth Advisors13,787$1.87M0.11%-35913F-HRTimeline
Strategic Blueprint, LLC13,771$1.87M0.1%+28413F-HRTimeline
Valmark Advisers, Inc.13,737$1.86M0.03%-5213F-HRTimeline
Coston, McIsaac & Partners13,651$1.85M0.54%-36413F-HRTimeline
Roger Wittlin Investment Advisory, LLC13,470$1.83M1.07%+1513F-HRTimeline
IFG Advisory, LLC13,339$1.81M0.1%-63513F-HRTimeline
Atria Investments, Inc12,993$1.76M0.02%-2,11513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,906$1.75M0.04%+1,40213F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…12,780$1.73M0.1%-3,19413F-HRTimelineGroup
Aptus Capital Advisors, LLC12,657$1.72M0.02%+1,56313F-HRTimeline
Haverford Trust Co12,583$1.71M0.02%013F-HRTimeline
Ledyard National Bank12,565$1.7M0.17%-66613F-HRTimeline
Schechter Investment Advisors, LLC12,360$1.68M0.14%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT12,267$1.66M0.07%013F-HRTimeline
Index Fund Advisors, Inc.12,241$1.66M0.1%013F-HRTimeline
Cadence Bank12,228$1.66M0.12%-2,36613F-HRTimeline
GLOBALT Investments LLC / GA12,176$1.65M0.07%-1,20713F-HRTimeline
Investors Research Corp12,087$1.64M0.36%-313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC12,056$1.64M0.21%-58313F-HRTimeline
Bouchey Financial Group, Ltd.12,000$1.63M0.15%013F-HRTimeline
Sovran Advisors, LLC12,492$1.62M0.21%-1,53413F-HRTimeline
Stonegate Investment Group, LLC11,903$1.61M0.04%013F-HRTimeline
Florida Trust Wealth Management Co11,900$1.61M0.05%-2613F-HRTimeline
TFG Advisers LLC11,764$1.6M0.58%-11613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,696$1.59M<0.01%-29,66413F-HRTimelineGroup
Aspect Partners, LLC11,664$1.58M0.91%+3313F-HRTimeline
BANK OZK11,502$1.56M0.65%-15713F-HRTimeline
WHITE PINE CAPITAL LLC11,500$1.56M0.54%+3713F-HRTimeline
Tufton Capital Management11,418$1.55M0.3%-53013F-HRTimeline
HARBOUR INVESTMENTS, INC.11,397$1.55M0.04%+1,43613F-HRTimeline
Creekmur Asset Management LLC11,385$1.54M0.32%+2813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,384$1.54M0.01%+84513F-HRTimeline
Cooksen Wealth, LLC11,628$1.53M1.55%+82713F-HRTimeline
Cadent Capital Advisors, LLC11,178$1.52M0.58%-15,11813F-HRTimeline
IFP Advisors, Inc11,124$1.51M0.05%-1,35313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,119$1.51M0.05%-9113F-HRTimeline
TRUST CO OF VERMONT11,116$1.51M0.08%-12313F-HRTimeline
Tyche Wealth Partners LLC11,106$1.51M0.33%+1,40813F-HRTimeline
REBALANCE, LLC11,022$1.5M0.11%+6713F-HRTimeline
HOURGLASS CAPITAL, LLC10,945$1.49M0.39%-20513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC10,903$1.48M0.06%+5913F-HR/ATimeline
Forum Financial Management, LPin group Forum Financial Management, LP10,895$1.48M0.02%-50213F-HRTimelineGroup
McNaughton Wealth Management, LLC10,799$1.47M0.71%-89813F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC10,650$1.44M0.53%-10013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…10,129$1.44M<0.01%-10,35613F-HR/ATimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC10,550$1.43M0.03%+3513F-HRTimelineGroup
DONALDSON CAPITAL MANAGEMENT, LLC10,376$1.41M0.05%+713F-HRTimeline
N.E.W. Advisory Services LLC10,364$1.41M0.11%+3,44813F-HRTimeline
INTEGRITY ALLIANCE, LLC.10,297$1.4M0.06%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…10,268$1.39M0.01%013F-HRTimelineGroup
Csenge Advisory Group10,759$1.39M0.08%-5,27313F-HRTimeline
Avantax Planning Partners, Inc.10,254$1.39M0.05%+1,72413F-HRTimeline
Pinnacle Financial Partners Inc10,269$1.39M0.03%-28513F-HRTimeline
Destiny Capital Corp/CO10,191$1.38M0.94%-18713F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT10,180$1.38M0.09%013F-HRTimelineGroup
MPS Loria Financial Planners, LLC10,180$1.38M0.41%+1513F-HRTimeline
Councilor Wealth, LLC10,158$1.38M0.69%+1813F-HRTimeline
PURSUE WEALTH PARTNERS LLC10,146$1.38M0.84%013F-HRTimeline
SlateStone Wealth, LLC10,083$1.37M0.14%+1,22813F-HRTimeline
Sage Mountain Advisors LLC10,049$1.36M0.1%+19613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC10,036$1.36M0.35%+15313F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC10,030$1.36M0.05%+7,80413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,907$1.34M0.02%+1,89813F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,873$1.34M0.12%-43013F-HRTimeline
Koss-Olinger Consulting, LLC9,782$1.33M0.11%new13F-HRTimeline
Sigma Planning Corp9,744$1.32M0.04%-13313F-HRTimeline
SMITH, MOORE & CO.9,706$1.32M0.12%-17913F-HRTimeline
WARNER FINANCIAL, INC9,644$1.31M0.58%+813F-HRTimeline
Palisade Asset Management, LLC9,643$1.31M0.13%013F-HRTimeline
Conservest Capital Advisors, Inc.9,573$1.3M0.14%-3913F-HRTimeline
Summit Financial, LLC9,544$1.29M0.04%+1,11413F-HRTimeline
CAPITAL ADVISORS INC/OK9,538$1.29M0.03%+35013F-HRTimeline
Altus Wealth Group LLC9,496$1.29M0.6%-33,17613F-HRTimeline
Compass Ion Advisors, LLC9,482$1.29M0.15%+4413F-HRTimeline
One Wealth Map LLC10,097$1.29M0.86%-10813F-HRTimeline
Dakota Wealth Management9,476$1.29M0.03%013F-HRTimeline
Stonebridge Financial Planning Group, L…9,465$1.28M0.59%-9613F-HRTimeline