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Disclosery

SDY SPDR SERIES TRUST

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SHS (fund)

1,165 managers (1,181 13F filers) reported a position in SDY shares at 2025-06-30, 64,527,447 shares in all. 57 filers opened a position and 52 filers sold out during the quarter.

Managers
1,165
13F filers
1,181
New
57
Added
353
Reduced
437
Sold out
52
Shares held by filers
64,527,447

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
NorthRock Partners, LLC28,335$3.85M0.1%-2,28113F-HR/ATimeline
Waverly Advisors, LLC28,087$3.81M0.04%-50413F-HRTimeline
Allworth Financial LP27,993$3.8M0.02%+1,62913F-HRTimeline
Lewis Asset Management, LLC27,933$3.79M1.78%+3,11513F-HRTimeline
Forbes Financial Planning, Inc.27,543$3.74M2.53%-10,64313F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…27,148$3.68M0.34%-68713F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC26,972$3.66M0.08%-79013F-HRTimeline
Larson Financial Group LLC26,968$3.66M0.15%+48213F-HRTimeline
FDx Advisors, Inc.26,899$3.65M1.12%-38613F-HRTimeline
GREENBERG FINANCIAL GROUP23,937$3.64M1.37%+73713F-HRTimeline
1832 Asset Management L.P.26,498$3.6M0.01%-4,51813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC26,441$3.59M<0.01%+1,37713F-HRTimelineGroup
Meridian Financial Advisors, LLC26,277$3.57M2.31%+1,62713F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC25,715$3.49M0.91%-4913F-HRTimeline
FSA Wealth Management LLC25,336$3.44M1.34%-55813F-HRTimeline
Arkadios Wealth Advisors25,266$3.43M0.1%+5,04313F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.25,239$3.43M1.42%-92613F-HRTimeline
Prime Capital Investment Advisors, LLC25,220$3.42M0.05%-3,57713F-HRTimeline
Asset Management Group, Inc.25,215$3.42M0.6%+16413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…25,200$3.42M0.01%-1,60013F-HRTimelineGroup
NorthCoast Asset Management LLC24,878$3.38M0.01%+4,69213F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…24,843$3.37M0.11%-89913F-HRTimelineGroup
Independence Bank of Kentucky24,517$3.33M0.47%013F-HRTimeline
FLOW TRADERS U.S. LLC24,327$3.3M0.12%-77913F-HRTimeline
Chicago Partners Investment Group LLC23,371$3.27M0.09%+12213F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding23,762$3.23MnewTimeline
Perigon Wealth Management, LLC23,749$3.22M0.08%+1,73313F-HRTimeline
Sage Capital Management, LLC23,638$3.21M1.54%-68713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…23,637$3.21M0.06%+6,18713F-HRTimelineGroup
AA Financial Advisors, LLC23,461$3.18M0.69%-5,87913F-HRTimeline
D.A. DAVIDSON & CO.23,300$3.16M0.02%-6513F-HRTimeline
Graypoint LLC23,217$3.15M0.18%+36313F-HRTimeline
Treasure Coast Financial Planning23,008$3.12M1.82%+34113F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding22,734$3.09M-8,929Timeline
BlackRock, Inc.in group BlackRock, Inc.22,561$3.06M<0.01%-4813F-HRTimelineGroup
Mechanics Bank Trust Department22,539$3.06M0.44%-4,27813F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC22,373$3.04M0.43%+97813F-HRTimeline
Integrated Wealth Concepts LLC22,286$3.02M0.03%+63613F-HRTimeline
Advisory Services Network, LLC21,793$2.98M0.05%+1,15113F-HRTimeline
Snowden Capital Advisors LLC21,934$2.98M0.09%+71913F-HRTimeline
Welch & Forbes LLC21,900$2.97M0.04%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,685$2.94M<0.01%+9,98913F-HRTimelineGroup
Carnegie Investment Counsel21,636$2.94M0.06%-52613F-HRTimeline
PFG Investments, LLC21,548$2.92M0.17%-1,09013F-HRTimeline
Sugar Maple Asset Management, LLC21,272$2.89M2.25%-6,30013F-HRTimeline
Prospera Financial Services Inc21,218$2.89M0.05%-3,93613F-HRTimeline
Sequoia Financial Advisors, LLC21,225$2.88M0.02%-1,57313F-HRTimeline
Roble, Belko & Company, Inc21,169$2.87M0.42%+2,17213F-HRTimeline
FineMark National Bank & Trust21,144$2.87M0.1%-1,85013F-HRTimeline
Narwhal Capital Management20,989$2.85M0.23%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC20,826$2.83M0.53%+1,03613F-HRTimeline
BRIGHTON JONES LLC20,644$2.8M0.08%+1,99713F-HRTimeline
Western Wealth Management, LLC20,128$2.73M0.16%-30213F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding20,040$2.72M+3Timeline
PLANNING DIRECTIONS INC20,024$2.72M1.53%-1,27913F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC19,980$2.71M1.28%-10013F-HRTimeline
Principle Wealth Partners LLC19,913$2.7M0.17%+1,95013F-HRTimeline
PKS Advisory Services, LLC19,552$2.65M0.68%+12613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…19,534$2.65M0.04%-2,78213F-HRTimelineGroup
CAPSTONE WEALTH MANAGEMENT GROUP, LLC19,164$2.6M2.5%-3,19113F-HRTimeline
Newman Dignan & Sheerar, Inc.19,014$2.58M0.59%-2513F-HRTimeline
MONTAG A & ASSOCIATES INC18,977$2.58M0.13%-1,26313F-HRTimeline
Argent Trust Co18,806$2.55M0.1%013F-HRTimeline
CHOREO, LLC18,535$2.52M0.04%-95313F-HRTimeline
Laird Norton Wetherby Wealth Management…18,251$2.48M0.11%13F-HRTimeline
New England Private Wealth Advisors LLC17,924$2.47M0.36%+2713F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC18,179$2.47M0.25%+13013F-HRTimeline
Visionary Wealth Advisors18,034$2.45M0.13%+4,24713F-HRTimeline
Sachetta, LLC17,864$2.42M0.96%+1313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC17,822$2.42M0.19%-16,41913F-HRTimeline
Dynamic Advisor Solutions LLC17,796$2.42M0.07%-66113F-HRTimeline
Harbour Capital Advisors, LLC17,328$2.4M0.51%-34513F-HRTimeline
Moloney Securities Asset Management, LLC17,381$2.36M0.29%-1,76513F-HRTimeline
MGO ONE SEVEN LLC17,151$2.33M0.08%+13713F-HRTimeline
Financial Engines Advisors L.L.C.16,867$2.29M<0.01%+11,47713F-HRTimeline
Mutual Advisors, LLC16,360$2.29M0.06%+39013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding16,731$2.27M+78Timeline
Simplicity Wealth,LLC16,291$2.21M0.09%+12,96813F-HRTimeline
Retirement Investment Advisors, Inc.16,269$2.21M0.2%-113F-HRTimeline
Occidental Asset Management, LLC16,227$2.2M0.3%013F-HRTimeline
Stablepoint Partners, LLC16,169$2.19M0.37%+13313F-HRTimeline
Fort Point Capital Partners LLC16,169$2.19M0.22%+8,59113F-HRTimeline
COZAD ASSET MANAGEMENT INC16,105$2.19M0.19%-15813F-HR/ATimeline
Centennial Bank/AR/in group Centennial Bank/AR/16,105$2.19M0.92%-17,75513F-HR/ATimelineGroup
Belpointe Asset Management LLC15,960$2.17M0.09%+1,67813F-HRTimeline
Capula Management Ltdin group Capula Management Ltd15,896$2.16M0.03%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Pines Wealth Management, LLC15,469$2.15M0.76%-7313F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC15,613$2.12M0.02%-18013F-HRTimelineGroup
ASPIRIANT, LLC15,564$2.11M0.07%013F-HRTimeline
Focus Financial Network, Inc.15,561$2.11M0.08%+8113F-HRTimeline
INVESTMENT PARTNERS, LTD.15,509$2.11M0.8%013F-HRTimeline
PDS Planning, Inc15,407$2.09M0.16%-80813F-HRTimeline
Atria Investments, Inc15,375$2.09M0.02%+2,38213F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA15,293$2.08M0.01%+1,00113F-HRTimelineGroup
Eagle Strategies LLC15,287$2.07M0.32%-42413F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC15,244$2.07M0.04%-4,41913F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding15,153$2.06M-20Timeline
Peak Asset Management, LLC14,962$2.03M0.37%+8613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC14,836$2.01M0.06%+20013F-HRTimeline
Aberdeen Wealth Management LLC14,819$2.01M1.34%+313F-HRTimeline
Wilmington Savings Fund Society, FSB14,730$2M0.04%+513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,574$1.98M0.07%-36413F-HRTimelineGroup
CAPITAL ADVISORY GROUP ADVISORY SERVICE…14,569$1.98M0.71%-3013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,547$1.97M<0.01%+6,61113F-HRTimelineGroup
Integrated Advisors Network LLC14,544$1.97M0.09%-3213F-HRTimeline
Drucker Wealth 3.0, LLC14,240$1.97M0.38%-62013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC14,514$1.97M0.08%-2813F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC14,514$1.97M0.05%+3,39513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers14,506$1.97M<0.01%-8,65213F-HRTimelineGroup
Long Run Wealth Advisors, LLC14,255$1.93M0.41%-19713F-HRTimeline
UNION SAVINGS BANK14,030$1.92M0.88%-61813F-HRTimeline
Zhang Financial LLC14,122$1.92M0.09%-2,65513F-HRTimeline
OneDigital Investment Advisors LLC14,116$1.92M0.02%-19213F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding14,060$1.91M-2,152Timeline
High Falls Advisors, Inc14,035$1.9M0.42%+913F-HRTimeline
Ellenbecker Investment Group13,858$1.88M0.3%-10113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13,765$1.87M0.01%+2,38113F-HRTimeline
Arax Advisory Partners13,712$1.86M0.09%+12,90713F-HRTimeline
McGlone Suttner Wealth Management, Inc.13,655$1.85M0.28%-26713F-HRTimeline
Valmark Advisers, Inc.13,616$1.85M0.03%-12113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO13,469$1.83M0.03%-1,53713F-HRTimeline
Roger Wittlin Investment Advisory, LLC13,455$1.83M1.02%-1513F-HRTimeline
Redwood Wealth Management Group, LLC13,385$1.82M0.82%-47113F-HRTimeline
Coston, McIsaac & Partners13,114$1.78M0.46%-53713F-HRTimeline
Haverford Trust Co13,028$1.77M0.02%+44513F-HRTimeline
Aptus Capital Advisors, LLC12,777$1.73M0.02%+12013F-HRTimeline
Providence First Trust Co12,753$1.73M0.61%new13F-HRTimeline
Sovran Advisors, LLC12,312$1.7M0.18%-18013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…12,439$1.69M0.08%-34113F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,407$1.68M0.04%-49913F-HRTimelineGroup
Eldridge Investment Advisors, Inc.12,290$1.67M0.35%+9,79013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT12,267$1.67M0.07%013F-HRTimeline
Cadence Bank12,183$1.65M0.11%-4513F-HRTimeline
Ledyard National Bank12,177$1.65M0.16%-38813F-HRTimeline
Bouchey Financial Group, Ltd.12,000$1.63M0.14%013F-HRTimeline
IFG Advisory, LLC11,935$1.62M0.08%-1,40413F-HRTimeline
Stonegate Investment Group, LLC11,903$1.62M0.04%013F-HRTimeline
TFG Advisers LLC11,868$1.61M0.55%+10413F-HRTimeline
Investors Research Corp11,834$1.61M0.31%-25313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC11,800$1.6M<0.01%-17,60013F-HRTimeline
One Wealth Map LLC11,541$1.6M0.88%+1,44413F-HRTimeline
Councilor Wealth, LLC11,726$1.59M0.74%+1,56813F-HRTimeline
Aspect Partners, LLC11,701$1.59M0.78%+3713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC11,615$1.58M0.18%-44113F-HRTimeline
SVB WEALTH LLC11,518$1.56M0.08%-5,94613F-HRTimeline
BANK OZK11,502$1.56M0.6%013F-HRTimeline
WHITE PINE CAPITAL LLC11,500$1.56M0.5%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,458$1.55M0.01%+1,55113F-HRTimelineGroup
Creekmur Asset Management LLC11,451$1.55M0.27%+6613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…11,436$1.55M<0.01%+1,30713F-HR/ATimelineGroup
Cooksen Wealth, LLC11,382$1.54M1.24%-24613F-HRTimeline
HARBOUR INVESTMENTS, INC.11,314$1.54M0.04%-8313F-HRTimeline
Tufton Capital Management11,183$1.52M0.29%-23513F-HRTimeline
REBALANCE, LLC11,098$1.51M0.1%+7613F-HRTimeline
TRUST CO OF VERMONT11,040$1.5M0.07%-7613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC10,987$1.49M0.06%+8413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding10,951$1.49M-3,281Timeline
GLOBALT Investments LLC / GA10,927$1.48M0.06%-1,24913F-HRTimeline
Cadent Capital Advisors, LLC10,917$1.48M0.48%-26113F-HRTimeline
McNaughton Wealth Management, LLC10,843$1.47M0.66%+4413F-HRTimeline
Index Fund Advisors, Inc.10,752$1.46M0.08%-1,48913F-HRTimeline
Florida Trust Wealth Management Co10,729$1.46M0.04%-1,17113F-HRTimeline
Csenge Advisory Group10,757$1.45M0.08%-213F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC10,595$1.44M0.5%-5513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC10,555$1.43M0.03%+513F-HRTimelineGroup
HOURGLASS CAPITAL, LLC10,545$1.43M0.35%-40013F-HRTimeline
Tyche Wealth Partners LLC10,527$1.43M0.29%-57913F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP10,510$1.43M0.02%-38513F-HRTimelineGroup
Strategic Blueprint, LLC10,495$1.42M0.07%-3,27613F-HRTimeline
Lansing Street Advisors10,458$1.42M0.42%-10,15913F-HRTimeline
Avantax Planning Partners, Inc.10,263$1.39M0.04%+913F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC10,218$1.39M0.05%-15813F-HRTimeline
Destiny Capital Corp/CO10,191$1.38M0.83%013F-HRTimeline
PURSUE WEALTH PARTNERS LLC10,146$1.38M0.78%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT10,123$1.37M0.09%-5713F-HRTimelineGroup
Pinnacle Financial Partners Inc10,041$1.36M0.03%-22813F-HRTimeline
PINNACLE ASSOCIATES LTD9,905$1.34M0.02%+1,35613F-HRTimeline
VeraBank, N.A.9,900$1.34M0.27%new13F-HRTimeline
Alpha Cubed Investments, LLC9,863$1.34M0.05%+74113F-HRTimeline
Sage Mountain Advisors LLC9,830$1.33M0.09%-21913F-HRTimeline
Sigma Planning Corp9,749$1.32M0.04%+513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…9,680$1.31M<0.01%-58813F-HRTimelineGroup
Palisade Asset Management, LLC9,643$1.31M0.13%013F-HRTimeline
Axis Wealth Partners, LLC9,623$1.31M0.86%+1,59113F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC9,607$1.3M1.05%+14413F-HRTimeline
Altus Wealth Group LLC9,560$1.3M0.57%+6413F-HRTimeline
Compass Ion Advisors, LLC9,501$1.29M0.14%+1913F-HRTimeline
Dakota Wealth Management9,476$1.29M0.03%013F-HRTimeline
Stonebridge Financial Planning Group, L…9,471$1.29M0.54%+613F-HRTimeline
Conservest Capital Advisors, Inc.9,437$1.28M0.13%-13613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC9,437$1.28M0.35%-59913F-HRTimelineGroup
Summit Financial, LLC9,400$1.28M0.03%-14413F-HRTimeline
Ashton Thomas Private Wealth, LLC9,356$1.27M0.04%-67413F-HRTimeline
Geneos Wealth Management Inc.9,344$1.27M0.03%-11,14913F-HRTimeline
MPS Loria Financial Planners, LLC9,334$1.27M0.37%-84613F-HRTimeline
SlateStone Wealth, LLC9,320$1.26M0.12%-76313F-HRTimeline
Richwood Investment Advisors, LLC9,227$1.25M1.03%-2013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC9,219$1.25M0.04%+28013F-HRTimelineGroup
Verdence Capital Advisors LLC9,215$1.25M0.09%-17713F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC9,214$1.25M0.63%-9413F-HRTimeline