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Disclosery

SDY SPDR SERIES TRUST

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SHS (fund)

1,221 managers (1,239 13F filers) reported a position in SDY shares at 2025-12-31, 65,457,651 shares in all. 68 filers opened a position and 46 filers sold out during the quarter.

Managers
1,221
13F filers
1,239
New
68
Added
354
Reduced
420
Sold out
46
Shares held by filers
65,457,651

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Black Diamond Financial, LLC28,467$3.96M0.42%-2,85813F-HRTimeline
Badgley Phelps Wealth Managers, LLC28,195$3.92M0.07%+1,68313F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.28,090$3.91M0.25%-1,46313F-HRTimelineGroup
Chicago Partners Investment Group LLC26,419$3.87M0.1%+2,28213F-HRTimeline
Baltimore-Washington Financial Advisors…27,816$3.87M0.16%-1,64413F-HRTimeline
1832 Asset Management L.P.27,278$3.8M<0.01%+27113F-HRTimeline
DAVENPORT & Co LLC26,993$3.76M0.02%-1,18313F-HRTimeline
Larson Financial Group LLC26,804$3.73M0.12%+1813F-HRTimeline
Shum Financial Group, Inc.26,545$3.69M2.66%+47513F-HRTimeline
Meridian Financial Advisors, LLC26,277$3.66M1.99%-39513F-HRTimeline
Waverly Advisors, LLC26,094$3.63M0.03%-96813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC25,856$3.6M<0.01%-2913F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…25,846$3.6M0.32%-87913F-HRTimelineGroup
Asset Management Group, Inc.25,614$3.56M0.58%+25013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…25,576$3.56M0.04%+1,40613F-HRTimelineGroup
CENTRAL TRUST Co25,546$3.56M0.07%-89013F-HRTimeline
Financial Planning Hawaii, Inc.25,072$3.49M2.01%13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…24,911$3.47M0.1%-113F-HRTimelineGroup
Prime Capital Investment Advisors, LLC24,761$3.45M0.04%+18013F-HRTimeline
Snowden Capital Advisors LLC24,635$3.43M0.09%+2,60013F-HRTimeline
Independence Bank of Kentucky24,517$3.41M0.42%013F-HRTimeline
HighPoint Advisor Group LLC24,379$3.39M0.07%new13F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC24,335$3.39M0.81%-1,52013F-HRTimeline
D.A. DAVIDSON & CO.24,298$3.38M0.02%+28313F-HRTimeline
J.W. COLE ADVISORS, INC.33,731$3.38M0.08%-28,22013F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV24,027$3.34M3.26%13F-HRTimeline
Advisory Services Network, LLC23,856$3.32M0.05%+70313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC23,761$3.31M<0.01%-2,16013F-HRTimelineGroup
Treasure Coast Financial Planning23,635$3.29M1.75%+61813F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding23,627$3.29M-105Timeline
Sage Capital Management, LLC23,600$3.28M1.52%+14813F-HRTimeline
Perigon Wealth Management, LLC23,457$3.26M0.06%-28713F-HRTimeline
SIMON QUICK ADVISORS, LLC23,186$3.23M0.14%-96113F-HRTimeline
AA Financial Advisors, LLC23,075$3.21M0.59%-32613F-HRTimeline
Janney Capital Management LLC22,883$3.18M0.2%new13F-HRTimeline
GREENBERG FINANCIAL GROUP22,603$3.15M1.3%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC22,523$3.13M0.02%+3,09613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC22,447$3.12M<0.01%013F-HRTimelineGroup
Sequoia Financial Advisors, LLC22,204$3.09M0.02%+1,53013F-HRTimeline
Connecticut Wealth Management, LLC22,185$3.09M0.13%-9613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…22,100$3.08M0.01%-3,20013F-HRTimelineGroup
Welch & Forbes LLC22,079$3.07M0.04%+17913F-HRTimeline
ProVise Management Group, LLC21,825$3.04M0.22%-3,78213F-HRTimeline
Legacy Advisors, LLC21,685$3.02M0.32%-61513F-HRTimeline
PFG Investments, LLC21,519$2.99M0.14%+4913F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.21,391$2.98M1.05%-1,88313F-HRTimeline
Western Wealth Management, LLC21,371$2.97M0.14%+86813F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC21,345$2.97M0.34%-2,21013F-HRTimeline
Principle Wealth Partners LLC21,302$2.96M0.17%+1,38913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP21,243$2.96M<0.01%+64513F-HRTimelineGroup
Carnegie Investment Counsel21,021$2.93M0.05%-8313F-HRTimeline
Narwhal Capital Management20,989$2.92M0.21%013F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC20,692$2.88M2.85%13F-HRTimeline
CHOREO, LLC20,512$2.87M0.04%+1,50813F-HRTimeline
FineMark National Bank & Trust19,921$2.77M0.09%+80213F-HRTimeline
Argent Trust Co19,871$2.77M0.09%+1,06513F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC19,650$2.73M1.18%-3013F-HRTimeline
Roble, Belko & Company, Inc19,565$2.72M0.36%013F-HRTimeline
Sugar Maple Asset Management, LLC19,022$2.65M1.78%013F-HRTimeline
Savvy Advisors, Inc.19,001$2.64M0.09%new13F-HRTimeline
PKS Advisory Services, LLC18,820$2.62M0.6%-1,22713F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding18,753$2.61M-135Timeline
Farther Finance Advisors, LLC18,541$2.58M0.03%+6,76513F-HRTimeline
MONTAG A & ASSOCIATES INC18,477$2.57M0.12%-50013F-HRTimeline
Calydon Capital18,138$2.52M0.43%+13113F-HRTimeline
PLANNING DIRECTIONS INC17,991$2.5M1.26%-93613F-HRTimeline
New England Private Wealth Advisors LLC17,976$2.5M0.31%+2813F-HR/ATimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC17,967$2.5M1.05%-58913F-HRTimeline
Harbour Capital Advisors, LLC17,755$2.49M0.51%+5013F-HRTimeline
Visionary Wealth Advisors17,702$2.46M0.11%-37613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,611$2.46M<0.01%+9,65713F-HRTimelineGroup
Belpointe Asset Management LLC17,647$2.46M0.09%+2,45813F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC15,793$2.42M0.35%+8,20013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC17,207$2.4M0.02%+3,69913F-HRTimelineGroup
Financial Engines Advisors L.L.C.16,932$2.36M<0.01%+13413F-HRTimeline
Arax Advisory Partners16,628$2.31M0.07%new13F-HRTimeline
Mutual Advisors, LLC16,590$2.31M0.05%-15413F-HRTimeline
Purkiss Capital Advisors LLC16,485$2.29M1.08%-14513F-HRTimeline
Good Harbor Advisors, Inc.16,387$2.28M2.65%13F-HRTimeline
Focus Financial Network, Inc.16,267$2.26M0.08%-10413F-HRTimeline
Sachetta, LLC16,256$2.26M1.24%+913F-HRTimeline
Occidental Asset Management, LLC16,227$2.26M0.27%013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …16,140$2.25M0.03%+12,38013F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC16,075$2.24M0.05%-25813F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding15,806$2.2M+459Timeline
COZAD ASSET MANAGEMENT INC15,678$2.18M0.17%-28613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,662$2.18M0.05%+35713F-HRTimeline
Summit Financial, LLC15,644$2.18M0.03%+14913F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC15,638$2.18M0.03%+2513F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC15,527$2.16M0.03%-10213F-HRTimeline
TRUE Private Wealth Advisors15,511$2.16M0.22%-65413F-HRTimeline
INVESTMENT PARTNERS, LTD.15,509$2.16M0.76%013F-HRTimeline
Retirement Investment Advisors, Inc.15,460$2.15M0.17%-86613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding15,330$2.13M-347Timeline
PDS Planning, Inc15,240$2.12M0.14%+1213F-HRTimeline
Global Retirement Partners, LLC15,154$2.11M0.04%-3,49113F-HRTimeline
OneDigital Investment Advisors LLC15,153$2.11M0.02%+92513F-HRTimeline
truNorth Financial Services, Inc.15,059$2.1M2.27%13F-HRTimeline
Ellenbecker Investment Group14,996$2.09M0.29%+1,07813F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA14,780$2.06M<0.01%+6213F-HRTimelineGroup
Aberdeen Wealth Management LLC14,774$2.06M0.95%+713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding14,773$2.06M+4,003Timeline
Peak Asset Management, LLC14,762$2.05M0.35%-2513F-HRTimeline
Eagle Strategies LLC14,625$2.04M0.26%+33713F-HRTimeline
ASPIRIANT, LLC14,553$2.03M0.06%-1,01113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC14,500$2.02M0.16%-3,26213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers14,431$2.01M<0.01%+66613F-HRTimelineGroup
WESPAC Advisors, LLC14,343$2M1.08%+10,70213F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…14,250$1.98M0.58%-33413F-HRTimeline
Long Run Wealth Advisors, LLC14,212$1.98M0.37%+10213F-HRTimeline
Pines Wealth Management, LLC14,211$1.98M0.64%+50513F-HRTimeline
Integrated Advisors Network LLC14,178$1.97M0.09%-16613F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/14,155$1.97M0.78%-1,40013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.14,115$1.96M0.04%+2,46113F-HRTimeline
Dynamic Advisor Solutions LLC14,106$1.96M0.06%-3,53613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,092$1.96M0.07%-48713F-HRTimelineGroup
LIBERTY ONE INVESTMENT MANAGEMENT, LLC14,018$1.95M0.25%-3,83913F-HRTimeline
Parcion Private Wealth LLC13,963$1.94M0.12%+8,34513F-HRTimeline
One Wealth Map LLC13,006$1.94M0.99%+1,31313F-HRTimeline
Newman Dignan & Sheerar, Inc.13,681$1.9M0.4%-4,72613F-HRTimeline
Mechanics Bank Trust Department13,673$1.9M0.25%-2,33013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC13,649$1.9M<0.01%-1,11013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB13,499$1.88M0.04%+4013F-HRTimeline
McGlone Suttner Wealth Management, Inc.13,480$1.88M0.25%-6813F-HRTimeline
Aptus Capital Advisors, LLC13,333$1.86M0.02%-1,03213F-HRTimeline
Cadence Bank13,187$1.84M0.11%+1,88713F-HRTimeline
Cadent Capital Advisors, LLC13,116$1.83M0.48%+1,50113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC13,109$1.82M0.06%-12413F-HRTimelineGroup
1015 Capital Partners, LLC12,814$1.78M1.75%13F-HRTimeline
Haverford Trust Co12,694$1.77M0.02%-30513F-HRTimeline
Valmark Advisers, Inc.12,619$1.76M0.02%-8213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO12,460$1.73M0.03%-54613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,439$1.73M0.03%+9813F-HRTimelineGroup
UNION SAVINGS BANK12,364$1.72M0.75%13F-HRTimeline
Drucker Wealth 3.0, LLC12,351$1.72M0.3%-1,02713F-HRTimeline
Coston, McIsaac & Partners12,320$1.71M0.4%-22013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT12,267$1.71M0.06%013F-HRTimeline
Cooksen Wealth, LLC12,170$1.69M1.24%+14913F-HRTimeline
Forbes Financial Planning, Inc.12,101$1.68M0.98%-14,92613F-HRTimeline
IFG Advisory, LLC12,098$1.68M0.07%+26413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC12,058$1.68M0.03%+4,33213F-HR/ATimeline
Redwood Wealth Management Group, LLC12,011$1.67M0.7%-63413F-HRTimeline
Bouchey Financial Group, Ltd.12,000$1.67M0.13%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.11,994$1.67M0.06%+4,38713F-HRTimeline
GreatBanc Trust CO11,978$1.67M1.17%-36013F-HRTimeline
Atria Investments, Inc11,969$1.67M0.02%-35913F-HRTimeline
REBALANCE, LLC11,606$1.62M0.09%+43913F-HRTimeline
BANK OZK11,502$1.6M0.57%013F-HRTimeline
Investors Research Corp11,425$1.59M0.29%-10513F-HRTimeline
WCG Wealth Advisors LLC11,411$1.59M0.04%new13F-HRTimeline
WHITE PINE CAPITAL LLC11,382$1.58M0.44%+4913F-HRTimeline
Tufton Capital Management11,365$1.58M0.28%-93013F-HRTimeline
MLP3, LLC11,146$1.55M1.69%13F-HRTimeline
Hardworking Capital Advisors, LLC11,062$1.54M1.4%13F-HRTimeline
Aspect Partners, LLC11,000$1.53M0.67%-73513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC10,989$1.53M0.05%-5913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10,960$1.53M0.06%-56813F-HRTimelineGroup
Pallas Capital Advisors LLC10,942$1.52M0.05%+46413F-HRTimeline
Waldron Private Wealth LLC10,842$1.51M0.06%013F-HRTimeline
TRUST CO OF VERMONT10,830$1.51M0.06%+8013F-HRTimeline
Tyche Wealth Partners LLC10,823$1.51M0.24%+33113F-HRTimeline
Ledyard National Bank10,760$1.5M0.13%-1,05413F-HRTimeline
Florida Trust Wealth Management Co10,729$1.49M0.04%013F-HRTimeline
McNaughton Wealth Management, LLC10,685$1.49M0.61%-6913F-HRTimeline
Councilor Wealth, LLC10,645$1.48M0.7%-2,38513F-HRTimeline
Simplicity Wealth,LLC10,639$1.48M0.09%+57513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…10,634$1.48M0.02%-8,90013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC10,573$1.47M0.03%+213F-HRTimelineGroup
High Falls Advisors, Inc10,499$1.46M0.3%-3,04413F-HRTimeline
CENTAURUS FINANCIAL, INC.10,453$1.46M0.07%+7,09713F-HRTimeline
Churchill Financial Advisors, LLC10,428$1.45M0.44%13F-HRTimeline
Avantax Planning Partners, Inc.10,279$1.43M0.04%+913F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC10,236$1.42M0.05%+1013F-HRTimeline
SVB WEALTH LLC10,143$1.41M0.08%013F-HRTimeline
Roger Wittlin Investment Advisory, LLC10,138$1.41M0.99%-2,64013F-HRTimeline
Legend Capital Advisors LLC10,114$1.41M0.78%13F-HRTimeline
GLOBALT Investments LLC / GA10,103$1.41M0.05%-21213F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT10,076$1.4M0.08%013F-HRTimelineGroup
JEPPSON WEALTH MANAGEMENT, LLC10,045$1.4M0.44%-35013F-HRTimeline
VeraBank, N.A.9,900$1.38M0.25%013F-HRTimeline
Kovack Advisors, Inc.9,725$1.35M0.06%+5,10213F-HR/ATimeline
Richwood Investment Advisors, LLC8,807$1.35M0.97%-31513F-HRTimeline
Destiny Capital Corp/CO9,673$1.35M0.69%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC9,668$1.35M0.13%-1,61813F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC9,655$1.34M0.9%-2213F-HRTimeline
HOURGLASS CAPITAL, LLC9,605$1.34M0.29%-29013F-HRTimeline
Sigma Planning Corp9,570$1.33M0.04%-29813F-HRTimeline
Stonebridge Financial Planning Group, L…9,567$1.33M0.48%-9413F-HRTimeline
Palisade Asset Management, LLC9,486$1.32M0.13%-15713F-HRTimeline
Sovran Advisors, LLC8,999$1.32M0.11%-57813F-HRTimeline
Dakota Wealth Management9,476$1.32M0.02%013F-HR/ATimeline
Axis Wealth Partners, LLC9,464$1.32M0.73%-15313F-HRTimeline
Federation des caisses Desjardins du Qu…9,453$1.32M0.01%+17213F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC9,448$1.31M0.36%+43113F-HRTimeline
MidFirst Bank9,335$1.3M0.1%13F-HRTimeline
Verdence Capital Advisors LLC9,314$1.3M0.08%+1313F-HRTimeline
CAPITAL ADVISORS INC/OK9,307$1.3M0.02%-10513F-HRTimeline
MPS Loria Financial Planners, LLC9,208$1.28M0.33%-4913F-HRTimeline
PINNACLE ASSOCIATES LTD9,174$1.28M0.02%-25513F-HRTimeline
Conservest Capital Advisors, Inc.9,170$1.28M0.12%-7813F-HRTimeline