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Disclosery

SDY SPDR SERIES TRUST

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SHS (fund)

1,157 managers (1,173 13F filers) reported a position in SDY shares at 2025-09-30, 63,661,746 shares in all. 66 filers opened a position and 64 filers sold out during the quarter.

Managers
1,157
13F filers
1,173
New
66
Added
340
Reduced
435
Sold out
64
Shares held by filers
63,661,746

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Meridian Financial Advisors, LLC26,672$3.74M2.1%+39513F-HRTimeline
Badgley Phelps Wealth Managers, LLC26,512$3.71M0.08%-46013F-HRTimeline
CENTRAL TRUST Co26,436$3.7M0.08%-12,17013F-HRTimeline
Shum Financial Group, Inc.26,070$3.65M2.72%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC25,921$3.63M<0.01%-52013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC25,885$3.63M<0.01%+11,33813F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC25,855$3.62M0.88%+14013F-HRTimeline
ProVise Management Group, LLC25,607$3.59M0.26%-3,85513F-HRTimeline
Asset Management Group, Inc.25,364$3.55M0.58%+14913F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…25,300$3.54M0.01%+10013F-HRTimelineGroup
FSA Wealth Management LLC25,216$3.53M1.29%-12013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…24,912$3.49M0.11%+6913F-HRTimelineGroup
Arkadios Wealth Advisors24,645$3.45M0.08%-62113F-HRTimeline
FDx Advisors, Inc.25,102$3.44M1.03%-1,79713F-HRTimeline
Prime Capital Investment Advisors, LLC24,581$3.44M0.04%-63913F-HRTimeline
Independence Bank of Kentucky24,517$3.43M0.44%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…24,170$3.38M0.06%+53313F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC24,147$3.38M0.15%-4,89013F-HRTimeline
D.A. DAVIDSON & CO.24,015$3.36M0.02%+71513F-HRTimeline
Chicago Partners Investment Group LLC24,137$3.35M0.09%+76613F-HRTimeline
NorthCoast Asset Management LLC23,843$3.34M0.01%-1,03513F-HRTimeline
Perigon Wealth Management, LLC23,744$3.33M0.07%-513F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC23,555$3.3M0.42%+1,18213F-HRTimeline
Sage Capital Management, LLC23,452$3.28M1.48%-18613F-HRTimeline
AA Financial Advisors, LLC23,401$3.28M0.64%-6013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.23,274$3.26M1.2%-1,96513F-HRTimeline
Advisory Services Network, LLC23,153$3.24M0.05%+1,36013F-HRTimeline
Treasure Coast Financial Planning23,017$3.22M1.8%+913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.22,579$3.16M<0.01%+1813F-HRTimelineGroup
MGO ONE SEVEN LLC22,563$3.16M0.07%+5,41213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC22,447$3.15M<0.01%-11,88113F-HRTimelineGroup
Legacy Advisors, LLC22,300$3.12M0.39%new13F-HRTimeline
Connecticut Wealth Management, LLC22,281$3.12M0.14%-14,05513F-HRTimeline
Integrated Wealth Concepts LLC22,234$3.11M0.03%-5213F-HRTimeline
Snowden Capital Advisors LLC22,035$3.09M0.08%+10113F-HRTimeline
Welch & Forbes LLC21,900$3.07M0.04%013F-HRTimeline
PFG Investments, LLC21,470$3.01M0.16%-7813F-HRTimeline
Carnegie Investment Counsel21,104$2.96M0.06%-53213F-HRTimeline
Narwhal Capital Management20,989$2.94M0.22%013F-HRTimeline
BRIGHTON JONES LLC20,953$2.93M0.07%+30913F-HRTimeline
Sequoia Financial Advisors, LLC20,674$2.9M0.02%-55113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP20,598$2.88M<0.01%-11,54313F-HRTimelineGroup
Western Wealth Management, LLC20,503$2.87M0.15%+37513F-HRTimeline
STRATEGY ASSET MANAGERS LLC20,355$2.85M0.51%-47113F-HRTimeline
PKS Advisory Services, LLC20,047$2.81M0.59%+49513F-HRTimeline
Principle Wealth Partners LLC19,913$2.79M0.16%013F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC19,680$2.76M1.24%-30013F-HRTimeline
Roble, Belko & Company, Inc19,565$2.74M0.37%-1,60413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…19,534$2.74M0.03%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC19,427$2.72M0.02%+5,66213F-HRTimeline
FineMark National Bank & Trust19,119$2.68M0.09%-2,02513F-HRTimeline
Sugar Maple Asset Management, LLC19,022$2.66M1.91%-2,25013F-HRTimeline
CHOREO, LLC19,004$2.66M0.03%+46913F-HRTimeline
MONTAG A & ASSOCIATES INC18,977$2.66M0.12%013F-HRTimeline
PLANNING DIRECTIONS INC18,927$2.65M1.38%-1,09713F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding18,888$2.65M-1,152Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,849$2.64M<0.01%+13,75613F-HRTimelineGroup
Argent Trust Co18,806$2.63M0.09%013F-HRTimeline
Global Retirement Partners, LLC18,645$2.61M0.06%-15,66113F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC18,556$2.6M1.1%-60813F-HRTimeline
Newman Dignan & Sheerar, Inc.18,407$2.58M0.56%-60713F-HRTimeline
Visionary Wealth Advisors18,078$2.53M0.12%+4413F-HRTimeline
Calydon Capital18,007$2.52M0.4%-17,78113F-HRTimeline
New England Private Wealth Advisors LLC17,948$2.51M0.33%+2413F-HRTimeline
Houlihan Financial Resource Group, Ltd.17,892$2.51M2.2%-22,22513F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC17,857$2.5M0.14%-32213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC17,762$2.49M0.18%-6013F-HRTimeline
Harbour Capital Advisors, LLC17,705$2.48M0.51%+37713F-HRTimeline
Dynamic Advisor Solutions LLC17,642$2.47M0.07%-15413F-HRTimeline
Laird Norton Wetherby Wealth Management…17,275$2.42M0.1%-97613F-HRTimeline
Financial Engines Advisors L.L.C.16,798$2.35M<0.01%-6913F-HRTimeline
Mutual Advisors, LLC16,744$2.34M0.05%+38413F-HRTimeline
Purkiss Capital Advisors LLC16,630$2.33M1.11%+11,44513F-HRTimeline
Moloney Securities Asset Management, LLC16,594$2.32M0.28%-78713F-HRTimeline
Focus Financial Network, Inc.16,371$2.29M0.08%+81013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC16,333$2.29M0.05%+1,49713F-HRTimeline
Retirement Investment Advisors, Inc.16,326$2.29M0.19%+5713F-HRTimeline
Stablepoint Partners, LLC16,249$2.28M0.36%+8013F-HRTimeline
Sachetta, LLC16,247$2.28M0.85%-1,61713F-HRTimeline
Occidental Asset Management, LLC16,227$2.27M0.29%013F-HRTimeline
TRUE Private Wealth Advisors16,165$2.26M0.23%new13F-HRTimeline
Mechanics Bank Trust Department16,003$2.24M0.31%-6,53613F-HRTimeline
COZAD ASSET MANAGEMENT INC15,964$2.24M0.18%-14113F-HRTimeline
Vestmark Advisory Solutions, Inc.15,768$2.21M0.04%+11,32413F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding15,677$2.2M-1,054Timeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC15,629$2.19M0.04%+38513F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC15,613$2.19M0.02%013F-HRTimelineGroup
ASPIRIANT, LLC15,564$2.18M0.07%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/15,555$2.18M0.86%-55013F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.15,509$2.17M0.76%013F-HRTimeline
Summit Financial, LLC15,495$2.17M0.03%+6,09513F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding15,347$2.15M+194Timeline
INDEPENDENT FINANCIAL GROUP, LLC15,305$2.14M0.05%+79113F-HRTimeline
PDS Planning, Inc15,228$2.13M0.15%-17913F-HRTimeline
Belpointe Asset Management LLC15,189$2.13M0.08%-77113F-HRTimeline
Buck Wealth Strategies, LLC14,904$2.09M0.29%new13F-HRTimeline
Peak Asset Management, LLC14,787$2.07M0.36%-17513F-HRTimeline
Aberdeen Wealth Management LLC14,767$2.07M1.3%-5213F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC14,759$2.07M<0.01%+69913F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA14,718$2.06M<0.01%-57513F-HRTimelineGroup
CAPITAL ADVISORY GROUP ADVISORY SERVICE…14,584$2.04M0.64%+1513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,579$2.04M0.07%+513F-HRTimelineGroup
Aptus Capital Advisors, LLC14,365$2.01M0.02%+1,58813F-HRTimeline
Integrated Advisors Network LLC14,344$2.01M0.08%-20013F-HRTimeline
Eagle Strategies LLC14,288$2M0.27%-99913F-HRTimeline
OneDigital Investment Advisors LLC14,228$1.99M0.02%+11213F-HRTimeline
Zhang Financial LLC14,138$1.98M0.08%+1613F-HRTimeline
Long Run Wealth Advisors, LLC14,110$1.98M0.39%-14513F-HRTimeline
Ellenbecker Investment Group13,918$1.95M0.29%+6013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers13,765$1.93M<0.01%-74113F-HRTimelineGroup
Pines Wealth Management, LLC13,706$1.92M0.65%-1,76313F-HRTimeline
McGlone Suttner Wealth Management, Inc.13,548$1.9M0.27%-10713F-HRTimeline
High Falls Advisors, Inc13,543$1.9M0.39%-49213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,508$1.89M0.01%+2,05013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB13,459$1.88M0.05%-1,27113F-HR/ATimeline
Drucker Wealth 3.0, LLC13,378$1.87M0.33%-86213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC13,233$1.85M0.07%-1,28113F-HRTimelineGroup
Councilor Wealth, LLC13,030$1.82M0.85%+1,30413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO13,006$1.82M0.03%-46313F-HRTimeline
Haverford Trust Co12,999$1.82M0.02%-2913F-HRTimeline
Roger Wittlin Investment Advisory, LLC12,778$1.79M0.99%-67713F-HRTimeline
Valmark Advisers, Inc.12,701$1.78M0.02%-91513F-HRTimeline
Redwood Wealth Management Group, LLC12,645$1.77M0.75%-74013F-HRTimeline
Coston, McIsaac & Partners12,540$1.76M0.42%-57413F-HRTimeline
VestGen Advisors, LLC12,370$1.73M0.06%+3,47113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,341$1.73M0.03%-6613F-HRTimelineGroup
GreatBanc Trust CO12,338$1.73M1.18%13F-HRTimeline
Atria Investments, Inc12,328$1.73M0.02%-3,04713F-HRTimeline
Tufton Capital Management12,295$1.72M0.31%+1,11213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT12,267$1.72M0.06%013F-HRTimeline
Cooksen Wealth, LLC12,021$1.68M1.26%+63913F-HRTimeline
Bouchey Financial Group, Ltd.12,000$1.68M0.13%013F-HRTimeline
Stonegate Investment Group, LLC11,903$1.67M0.04%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO20,695$1.66M0.18%new13F-HRTimeline
IFG Advisory, LLC11,834$1.66M0.08%-10113F-HRTimeline
Ledyard National Bank11,814$1.65M0.15%-36313F-HRTimeline
Farther Finance Advisors, LLC11,776$1.65M0.02%+5,56313F-HRTimeline
Aspect Partners, LLC11,735$1.64M0.75%+3413F-HRTimeline
HARBOUR INVESTMENTS, INC.11,654$1.63M0.04%+34013F-HRTimeline
Cadent Capital Advisors, LLC11,615$1.63M0.43%+69813F-HRTimeline
Investors Research Corp11,530$1.61M0.3%-30413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…11,528$1.61M0.06%-91113F-HRTimelineGroup
BANK OZK11,502$1.61M0.57%013F-HRTimeline
One Wealth Map LLC11,693$1.61M0.85%+15213F-HRTimeline
WHITE PINE CAPITAL LLC11,333$1.59M0.45%-16713F-HRTimeline
Cadence Bank11,300$1.58M0.1%-88313F-HRTimeline
Creekmur Asset Management LLC11,293$1.58M0.26%-15813F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC11,286$1.58M0.17%-32913F-HRTimeline
REBALANCE, LLC11,167$1.56M0.09%+6913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC11,048$1.55M0.05%+6113F-HRTimeline
Waldron Private Wealth LLC10,842$1.52M0.06%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding10,770$1.51M-181Timeline
McNaughton Wealth Management, LLC10,754$1.51M0.64%-8913F-HRTimeline
TRUST CO OF VERMONT10,750$1.51M0.07%-29013F-HRTimeline
Florida Trust Wealth Management Co10,729$1.5M0.04%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC10,571$1.48M0.03%+1613F-HRTimelineGroup
Strategic Blueprint, LLC10,528$1.47M0.06%+3313F-HRTimeline
Tyche Wealth Partners LLC10,492$1.47M0.26%-3513F-HRTimeline
Pallas Capital Advisors LLC10,478$1.47M0.05%+1,26913F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC10,395$1.46M0.46%-20013F-HRTimeline
Lion Street Advisors, LLC11,777$1.45M0.5%+7,34413F-HRTimeline
GLOBALT Investments LLC / GA10,315$1.44M0.05%-61213F-HRTimeline
Avantax Planning Partners, Inc.10,270$1.44M0.04%+713F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC10,226$1.43M0.05%+813F-HRTimeline
PURSUE WEALTH PARTNERS LLC10,146$1.42M0.78%013F-HRTimeline
SVB WEALTH LLC10,143$1.42M0.08%-1,37513F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT10,076$1.41M0.08%-4713F-HRTimelineGroup
Simplicity Wealth,LLC10,064$1.41M0.08%-6,22713F-HRTimeline
VeraBank, N.A.9,900$1.39M0.26%013F-HRTimeline
HOURGLASS CAPITAL, LLC9,895$1.39M0.31%-65013F-HRTimeline
Sigma Planning Corp9,868$1.38M0.04%+11913F-HRTimeline
Sage Mountain Advisors LLC9,830$1.38M0.08%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC9,677$1.36M0.97%+7013F-HRTimeline
Destiny Capital Corp/CO9,673$1.35M0.74%-51813F-HRTimeline
Altus Wealth Group LLC9,671$1.35M0.56%+11113F-HRTimeline
Stonebridge Financial Planning Group, L…9,661$1.35M0.51%+19013F-HRTimeline
Palisade Asset Management, LLC9,643$1.35M0.13%013F-HRTimeline
Axis Wealth Partners, LLC9,617$1.35M0.79%-613F-HRTimeline
Compass Ion Advisors, LLC9,546$1.34M0.13%+4513F-HRTimeline
Dakota Wealth Management9,476$1.33M0.03%013F-HR/ATimeline
SlateStone Wealth, LLC9,441$1.32M0.11%+12113F-HRTimeline
PINNACLE ASSOCIATES LTD9,429$1.32M0.02%-47613F-HRTimeline
CAPITAL ADVISORS INC/OK9,412$1.32M0.02%+22413F-HRTimeline
Sovran Advisors, LLC9,577$1.32M0.12%-2,73513F-HRTimeline
Index Fund Advisors, Inc.9,320$1.31M0.06%-1,43213F-HRTimeline
Verdence Capital Advisors LLC9,301$1.31M0.08%+8613F-HRTimeline
Federation des caisses Desjardins du Qu…9,281$1.3M0.01%+7113F-HRTimeline
MPS Loria Financial Planners, LLC9,257$1.3M0.34%-7713F-HRTimeline
Conservest Capital Advisors, Inc.9,248$1.3M0.12%-18913F-HRTimeline
Geneos Wealth Management Inc.9,200$1.29M0.03%-14413F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC9,181$1.29M0.59%-3313F-HRTimeline
Lansing Street Advisors9,171$1.28M0.34%-1,28713F-HRTimeline
Summit Trail Advisors, LLC9,154$1.28M0.02%013F-HRTimeline
WARNER FINANCIAL, INC9,156$1.28M0.48%+213F-HRTimeline
Richwood Investment Advisors, LLC9,122$1.28M1%-10513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…9,062$1.27M0.08%+213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC9,031$1.26M0.04%-18813F-HRTimelineGroup
BUTENSKY & COHEN FINANCIAL SECURITY, INC9,017$1.26M0.35%+18713F-HRTimeline
Pacific Sun Financial Corp8,988$1.26M0.61%013F-HRTimeline
Harbour Trust & Investment Management Co8,987$1.26M0.13%-14413F-HRTimeline