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Disclosery

SDY SPDR SERIES TRUST

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SHS (fund)

1,223 managers (1,243 13F filers) reported a position in SDY shares at 2026-03-31, 63,461,045 shares in all. 70 filers opened a position and 52 filers sold out during the quarter.

Managers
1,223
13F filers
1,243
New
70
Added
358
Reduced
446
Sold out
52
Shares held by filers
63,461,045

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
American Trust26,761$3.91M0.35%-2,35913F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV26,612$3.88M3.71%+2,58513F-HRTimeline
Chicago Partners Investment Group LLC26,360$3.88M0.09%-5913F-HRTimeline
Climber Capital SA27,747$3.87M2.54%-18,79013F-HRTimeline
DAVENPORT & Co LLC26,394$3.85M0.02%-59913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…26,224$3.83M0.07%+13,78513F-HRTimelineGroup
Shum Financial Group, Inc.26,198$3.82M2.7%-34713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,007$3.8M<0.01%-3,53813F-HRTimelineGroup
Asset Management Group, Inc.25,708$3.75M0.61%+9413F-HRTimeline
D.A. DAVIDSON & CO.25,610$3.74M0.02%+1,31213F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…25,413$3.71M0.33%13F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.25,335$3.7M0.24%-2,75513F-HRTimelineGroup
Blueprint Investment Partners LLCgroup of 2 filers holding25,272$3.69M+1,645Timeline
Meridian Financial Advisors, LLC25,118$3.67M2%-1,15913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC25,080$3.66M<0.01%+1,31913F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…25,058$3.66M0.11%+14713F-HRTimelineGroup
Financial Planning Hawaii, Inc.24,865$3.63M2.14%-20713F-HRTimeline
PFG Investments, LLC24,762$3.61M0.17%+3,24313F-HRTimeline
FDx Advisors, Inc.24,530$3.58M1.14%new13F-HRTimeline
Prime Capital Investment Advisors, LLC24,524$3.58M0.04%-23713F-HRTimeline
Independence Bank of Kentucky24,517$3.58M0.45%013F-HRTimeline
Rothschild Wealth LLC24,237$3.54M0.32%new13F-HRTimeline
Treasure Coast Financial Planning24,104$3.52M1.81%+46913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…23,998$3.5M0.04%-1,57813F-HRTimelineGroup
Waverly Advisors, LLC23,970$3.5M0.03%-2,12413F-HRTimeline
MGO ONE SEVEN LLC23,851$3.48M0.07%-6,86713F-HRTimeline
Sage Capital Management, LLC23,726$3.46M1.63%+12613F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC23,724$3.46M0.87%-61113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK23,636$3.45M0.02%+20,64813F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…23,595$3.44M0.07%-14,43413F-HRTimelineGroup
CENTRAL TRUST Co23,428$3.42M0.07%-2,11813F-HRTimeline
Perigon Wealth Management, LLC23,339$3.41M0.06%-11813F-HRTimeline
Western Wealth Management, LLC23,133$3.38M0.13%+1,76213F-HR/ATimeline
Snowden Capital Advisors LLC22,981$3.35M0.09%-1,65413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC22,857$3.34M0.02%+33413F-HRTimeline
Integrated Wealth Concepts LLC22,725$3.32M0.03%+15,80013F-HRTimeline
AA Financial Advisors, LLC22,707$3.31M0.47%-36813F-HRTimeline
SIMON QUICK ADVISORS, LLC22,552$3.29M0.15%-63413F-HRTimeline
BRIGHTON JONES LLC22,550$3.29M0.07%new13F-HR/ATimeline
Advisory Services Network, LLC22,467$3.28M0.04%-1,38913F-HRTimeline
Connecticut Wealth Management, LLC22,103$3.23M0.14%-8213F-HRTimeline
Welch & Forbes LLC22,079$3.22M0.04%013F-HRTimeline
Farther Finance Advisors, LLC21,748$3.17M0.03%+3,20713F-HRTimeline
Sequoia Financial Advisors, LLC21,728$3.17M0.02%-47613F-HRTimeline
Legacy Advisors, LLC21,570$3.15M0.37%-11513F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC21,345$3.12M0.36%013F-HRTimeline
VestGen Advisors, LLC21,005$3.11M0.09%+17,50313F-HRTimeline
Narwhal Capital Management20,989$3.06M0.23%013F-HRTimeline
Principle Wealth Partners LLC20,942$3.06M0.17%-36013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.20,868$3.05M1.05%-52313F-HRTimeline
Stablepoint Partners, LLC20,685$3.02M0.45%-12,32113F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC20,517$2.99M2.96%-17513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\20,439$2.98M<0.01%-9,02913F-HRTimelineGroup
CHOREO, LLC20,213$2.95M0.04%-29913F-HRTimeline
Savvy Advisors, Inc.20,166$2.94M0.08%+1,16513F-HRTimeline
Argent Trust Co19,871$2.9M0.1%013F-HRTimeline
Carnegie Investment Counsel19,612$2.86M0.06%-1,40913F-HRTimeline
Quantinno Capital Management LP18,988$2.77M<0.01%+10,85513F-HRTimeline
PKS Advisory Services, LLC18,961$2.77M0.64%+14113F-HRTimeline
Arax Advisory Partners18,927$2.76M0.08%+2,29913F-HRTimeline
MONTAG A & ASSOCIATES INC18,777$2.74M0.13%+30013F-HRTimeline
Sugar Maple Asset Management, LLC18,772$2.74M1.66%-25013F-HRTimeline
Roble, Belko & Company, Inc18,744$2.74M0.35%-82113F-HRTimeline
Calydon Capital18,247$2.66M0.43%+10913F-HRTimeline
New England Private Wealth Advisors LLC17,966$2.62M0.3%-1013F-HRTimeline
PLANNING DIRECTIONS INC17,873$2.61M1.32%-11813F-HRTimeline
TIAAgroup of 3 filers holding17,870$2.61M+3,090Timeline
Financial Engines Advisors L.L.C.17,775$2.59M0.01%+84313F-HRTimeline
Sachetta, LLC17,740$2.59M1.4%+1,48413F-HRTimeline
Visionary Wealth Advisors17,628$2.57M0.11%-7413F-HRTimeline
Harbour Capital Advisors, LLC17,365$2.56M0.49%-39013F-HRTimeline
Good Harbor Advisors, Inc.17,323$2.53M2.76%+93613F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST17,282$2.52M0.97%13F-HRTimeline
Belpointe Asset Management LLC17,268$2.52M0.09%-37913F-HRTimeline
WESPAC Advisors, LLC17,264$2.52M1.38%+2,92113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…16,991$2.48M<0.01%-62013F-HRTimelineGroup
KINTRA WEALTH, LLC16,931$2.47M0.17%+14,71513F-HRTimeline
Avidian Wealth Enterprises, LLC16,882$2.46M0.08%+14,88813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC16,879$2.46M0.08%+4,82113F-HRTimeline
Summit Financial, LLC16,675$2.43M0.03%+1,03113F-HRTimeline
Purkiss Capital Advisors LLC16,529$2.41M1.06%+4413F-HRTimeline
Occidental Asset Management, LLC16,227$2.37M0.28%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC16,093$2.35M0.35%+30013F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding15,903$2.32M+97Timeline
Apollon Wealth Management, LLCgroup of 2 filers holding15,848$2.31M-2,905Timeline
Mutual Advisors, LLC15,617$2.28M0.05%-97313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,539$2.27M0.05%-12313F-HR/ATimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC15,536$2.27M0.03%+913F-HRTimeline
INVESTMENT PARTNERS, LTD.15,509$2.26M0.81%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP15,487$2.26M<0.01%-5,75613F-HRTimelineGroup
truNorth Financial Services, Inc.15,418$2.25M2.33%+35913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers15,340$2.24M<0.01%+90913F-HRTimelineGroup
PDS Planning, Inc15,241$2.22M0.15%+113F-HRTimeline
COZAD ASSET MANAGEMENT INC15,213$2.22M0.17%-46513F-HRTimeline
Eagle Strategies LLC15,060$2.2M0.26%+43513F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding15,054$2.2M-276Timeline
Ellenbecker Investment Group15,028$2.19M0.3%+3213F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC15,020$2.19M0.23%+1,00213F-HRTimeline
ASPIRIANT, LLC14,883$2.17M0.06%+33013F-HRTimeline
Qube Research & Technologies Ltd14,821$2.16M<0.01%+13,66013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding14,801$2.16M+28Timeline
Retirement Investment Advisors, Inc.15,499$2.16M0.17%+3913F-HRTimeline
Aptus Capital Advisors, LLC14,766$2.15M0.02%+1,43313F-HRTimeline
Peak Asset Management, LLC14,710$2.15M0.38%-5213F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC14,650$2.14M0.87%-5,00013F-HRTimeline
Pines Wealth Management, LLC14,599$2.13M0.69%+38813F-HRTimeline
Focus Financial Network, Inc.14,584$2.13M0.08%-1,68313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC14,500$2.12M0.17%013F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding14,500$2.12M+7,350Timeline
Independent Advisor Alliance14,443$2.11M0.02%+11,67813F-HRTimeline
Aberdeen Wealth Management LLC14,424$2.1M0.96%-35013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…14,100$2.06M0.01%-8,00013F-HR/ATimelineGroup
Spire Wealth Managementin group Spire Wealth Management14,038$2.05M0.07%-5413F-HRTimelineGroup
Dynamic Advisor Solutions LLC13,998$2.04M0.06%-10813F-HRTimeline
Parcion Private Wealth LLC13,989$2.04M0.13%+2613F-HRTimeline
ProVise Management Group, LLC13,826$2.02M0.15%-7,99913F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding13,672$2MnewTimeline
Newman Dignan & Sheerar, Inc.13,572$1.98M0.42%-10913F-HRTimeline
McGlone Suttner Wealth Management, Inc.13,520$1.97M0.26%+4013F-HRTimeline
Wilmington Savings Fund Society, FSB13,499$1.97M0.05%013F-HRTimeline
1015 Capital Partners, LLC13,464$1.96M1.91%+65013F-HRTimeline
Cove Private Wealth, LLC13,415$1.96M0.44%+5,59713F-HRTimeline
One Wealth Map LLC13,054$1.95M0.95%+4813F-HRTimeline
Cadent Capital Advisors, LLC13,334$1.95M0.51%+21813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC13,192$1.93M0.04%-2,88313F-HRTimeline
WCG Wealth Advisors LLC13,162$1.92M0.05%+1,75113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK13,156$1.92M0.01%new13F-HRTimelineGroup
Madison Asset Management, LLCin group Madison Asset Management, LLC13,138$1.92M0.02%-2,50013F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC13,109$1.91M0.07%013F-HRTimelineGroup
Visionary Horizons, LLC13,012$1.9M0.94%new13F-HRTimeline
Atria Investments, Inc12,885$1.88M0.02%+91613F-HRTimeline
Valmark Advisers, Inc.12,769$1.86M0.02%+15013F-HRTimeline
Mechanics Bank Trust Department12,760$1.86M0.26%-91313F-HRTimeline
TRUE Private Wealth Advisors12,722$1.86M0.18%-2,78913F-HRTimeline
Haverford Trust Co12,477$1.82M0.02%-21713F-HRTimeline
Integrated Advisors Network LLC12,447$1.82M0.1%-1,73113F-HRTimeline
Coston, McIsaac & Partners12,427$1.81M0.41%+10713F-HRTimeline
Cooksen Wealth, LLC12,399$1.81M1.31%+22913F-HRTimeline
UNION SAVINGS BANK12,364$1.8M0.79%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT12,267$1.79M0.07%013F-HRTimeline
Bouchey Financial Group, Ltd.12,000$1.78M0.13%013F-HRTimeline
OneDigital Investment Advisors LLC12,166$1.78M0.02%-2,98713F-HRTimeline
Drucker Wealth 3.0, LLC12,111$1.77M0.31%-24013F-HRTimeline
Simplicity Wealth,LLC11,992$1.75M0.1%+1,35313F-HRTimeline
GreatBanc Trust CO11,978$1.75M1.22%013F-HRTimeline
Forbes Financial Planning, Inc.11,742$1.71M0.99%-35913F-HRTimeline
REBALANCE, LLC11,673$1.7M0.1%+6713F-HRTimeline
BANK OZK11,502$1.68M0.59%013F-HRTimeline
Redwood Wealth Management Group, LLC11,465$1.67M0.72%-54613F-HRTimeline
WHITE PINE CAPITAL LLC11,382$1.66M0.45%013F-HR/ATimeline
Tufton Capital Management11,371$1.66M0.3%+613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC11,364$1.66M0.05%+37513F-HRTimeline
Investors Research Corp11,291$1.65M0.31%-13413F-HRTimeline
MLP3, LLC11,147$1.63M1.79%+113F-HRTimeline
Hardworking Capital Advisors, LLC11,064$1.61M1.51%+213F-HRTimeline
Aspect Partners, LLC11,033$1.61M0.66%+3313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10,972$1.6M0.05%+1213F-HR/ATimelineGroup
Waldron Private Wealth LLC10,842$1.58M0.06%013F-HRTimeline
Florida Trust Wealth Management Co10,829$1.58M0.04%+10013F-HRTimeline
Tyche Wealth Partners LLC10,791$1.57M0.24%-3213F-HRTimeline
Pallas Capital Advisors LLC10,692$1.56M0.06%-25013F-HRTimeline
Councilor Wealth, LLC10,653$1.55M0.75%+813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC10,609$1.55M0.03%+3613F-HRTimelineGroup
CAPSTONE WEALTH MANAGEMENT GROUP, LLC10,472$1.53M0.64%-7,49513F-HRTimeline
Y-Intercept (Hong Kong) Ltd10,277$1.5M0.03%+7,97913F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC10,244$1.49M0.05%+813F-HRTimeline
INTEGRITY ALLIANCE, LLC.10,184$1.49M0.06%-1,81013F-HRTimeline
McNaughton Wealth Management, LLC10,153$1.48M0.61%-53213F-HRTimeline
Ledyard National Bank10,133$1.48M0.13%-62713F-HRTimeline
Legend Capital Advisors LLC10,114$1.48M0.92%013F-HRTimeline
Avantax Planning Partners, Inc.10,112$1.48M0.04%-16713F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT10,055$1.47M0.09%-2113F-HRTimelineGroup
GLOBALT Investments LLC / GA10,035$1.46M0.05%-6813F-HRTimeline
Wedmont Private Capital9,862$1.46M0.05%+5,39313F-HRTimeline
SVB WEALTH LLC10,015$1.46M0.1%-12813F-HRTimeline
Churchill Financial Advisors, LLC9,948$1.45M0.31%-48013F-HRTimeline
VeraBank, N.A.9,900$1.44M0.26%013F-HRTimeline
Sigma Planning Corp9,882$1.44M0.04%+31213F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC9,823$1.43M0.03%+1,33613F-HRTimelineGroup
Axis Wealth Partners, LLC9,747$1.42M0.76%+28313F-HRTimeline
Kovack Advisors, Inc.9,695$1.41M0.08%-3013F-HRTimeline
Verdence Capital Advisors LLC9,674$1.41M0.08%+36013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC9,662$1.41M0.91%+713F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC9,610$1.4M0.44%-43513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO9,584$1.4M0.02%-2,87613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,516$1.39M0.02%-1,11813F-HRTimelineGroup
BUTENSKY & COHEN FINANCIAL SECURITY, INC9,514$1.39M0.37%+6613F-HRTimeline
Federation des caisses Desjardins du Qu…9,508$1.39M<0.01%+5513F-HRTimeline
Dakota Wealth Management9,476$1.38M0.03%013F-HR/ATimeline
Sovran Advisors, LLC9,194$1.38M0.11%+19513F-HRTimeline
HOURGLASS CAPITAL, LLC9,435$1.38M0.29%-17013F-HRTimeline
Palisade Asset Management, LLC9,418$1.37M0.14%-6813F-HRTimeline
Stonebridge Financial Planning Group, L…9,323$1.36M0.5%-24413F-HRTimeline
Destiny Capital Corp/CO9,297$1.36M0.72%-37613F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC9,248$1.35M0.13%-42013F-HRTimeline
CAPITAL ADVISORS INC/OK9,188$1.34M0.02%-11913F-HRTimeline
SlateStone Wealth, LLC9,156$1.34M0.11%+1713F-HRTimeline
WARNER FINANCIAL, INC9,156$1.34M0.46%013F-HRTimeline
Summit Trail Advisors, LLC9,154$1.34M0.02%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,139$1.33M0.03%+22013F-HRTimeline