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Disclosery

SDY SPDR SERIES TRUST

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SHS (fund)

1,231 managers (1,250 13F filers) reported a position in SDY shares at 2026-06-30, 63,748,815 shares in all. 58 filers opened a position and 52 filers sold out during the quarter.

Managers
1,231
13F filers
1,250
New
58
Added
374
Reduced
438
Sold out
52
Shares held by filers
63,748,815

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Zhang Financial LLC8,763$1.33M0.04%+1613F-HRTimeline
Coastline Trust Co8,748$1.33M0.12%-11113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Lansing Street Advisors8,739$1.33M0.28%+1613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC8,719$1.33M<0.01%-2513F-HRTimelineGroup
Fort Point Capital Partners LLC8,702$1.32M0.14%013F-HRTimeline
Rathbones Group PLC8,675$1.32M<0.01%013F-HRTimeline
Weaver Consulting Group8,657$1.32M0.27%-3413F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC8,654$1.32M0.02%-1,16913F-HRTimelineGroup
VeraBank, N.A.8,642$1.32M0.22%-1,25813F-HRTimeline
Legend Capital Advisors LLC8,634$1.31M0.71%-1,48013F-HRTimeline
Kingsview Wealth Management, LLC8,576$1.31M0.02%+41413F-HRTimeline
Westmount Partners, LLC8,526$1.3M0.29%-11413F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC8,475$1.29M0.38%-1,13513F-HRTimeline
Freedom Financial Partners LLC8,461$1.29M0.42%+20713F-HRTimeline
Seven Springs Wealth Group, LLC8,392$1.28M0.28%+20013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC8,347$1.27M0.47%-21613F-HRTimeline
DIVERSIFIED TRUST CO8,321$1.27M0.02%+78013F-HRTimeline
NBH Bank8,246$1.25M0.53%13F-HRTimeline
Blue Fin Capital, Inc.8,199$1.25M0.18%-38113F-HRTimeline
Ausdal Financial Partners, Inc.8,112$1.23M0.05%+29613F-HRTimeline
Harbour Trust & Investment Management Co8,065$1.23M0.12%-5613F-HRTimeline
Richwood Investment Advisors, LLC8,048$1.22M0.86%-28413F-HRTimeline
Raab & Moskowitz Asset Management LLC8,026$1.22M0.25%+9313F-HRTimeline
Thomasville National Bank7,855$1.2M0.07%13F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC7,845$1.19M0.48%+4513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…7,840$1.19M0.07%-9813F-HRTimeline
PINNACLE ASSOCIATES LTD7,813$1.19M0.01%-74013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,772$1.18M0.03%+28313F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.7,764$1.18M0.02%-23813F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC7,761$1.18M0.01%-1413F-HRTimeline
Mathes Company, Inc.7,740$1.18M0.37%013F-HRTimeline
IFP Advisors, Inc7,726$1.18M0.02%+1,55113F-HRTimeline
American State Bank (Iowa)7,690$1.17M0.47%013F-HRTimeline
B. Riley Wealth Advisors, Inc.7,644$1.17M0.06%+19713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC7,449$1.15M0.17%-2513F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding7,575$1.15M-6,925Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,538$1.15M<0.01%-37,93313F-HRTimelineGroup
Vawter Financial, Ltd.7,500$1.14M0.43%013F-HRTimeline
Roger Wittlin Investment Advisory, LLC7,403$1.13M0.89%-22013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC7,392$1.12M0.03%-2313F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…7,372$1.12M<0.01%+7,19813F-HRTimeline
Reality Financial Planning Services, LLC7,310$1.11M1.07%013F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.7,299$1.11M0.6%013F-HRTimeline
Agate Pass Investment Management, LLC7,293$1.11M0.41%-68713F-HRTimeline
BCS Private Wealth Management, Inc.7,290$1.11M0.33%013F-HRTimeline
BIP Wealth, LLC7,189$1.09M0.03%-21113F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC7,081$1.08M0.33%+11413F-HRTimelineGroup
Curbstone Financial Management Corp7,050$1.07M0.18%-10013F-HRTimeline
Compass Ion Advisors, LLC7,035$1.07M0.09%-42713F-HRTimeline
Forza Wealth Management, LLC7,000$1.07M0.33%013F-HRTimeline
AMG National Trust Bank6,970$1.06M0.02%-10013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC6,963$1.06M0.03%new13F-HRTimelineGroup
MidFirst Bank6,904$1.05M0.07%-7413F-HRTimeline
Wealth Care LLC6,892$1.05M0.85%+3413F-HRTimeline
RFG Advisory, LLC6,875$1.05M0.02%+2,24913F-HRTimeline
RMR Wealth Builders6,871$1.05M0.06%+4413F-HRTimeline
American Institute for Advanced Investm…6,850$1.04M0.6%013F-HRTimeline
Parallel Advisors, LLC6,831$1.04M0.02%-3313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC6,799$1.03M0.06%-12913F-HRTimeline
Retirement Planning Group, LLC6,752$1.03M0.03%-46113F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC6,747$1.03M0.15%-51713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP6,736$1.03M0.01%+1213F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,734$1.02M0.02%-37513F-HRTimelineGroup
NORDEN GROUP LLC6,675$1.02M0.08%013F-HRTimeline
Addison Capital Co6,671$1.02M0.17%-9913F-HRTimeline
Madrid Wealth Management, LLC6,663$1.01M0.67%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…6,592$1M0.01%-36413F-HRTimeline
Curi Capital, LLC6,556$998K0.02%+113F-HRTimeline
Greenhouse Wealth Management, LLC6,528$996K0.7%+1813F-HRTimeline
Kentucky Trust Co6,500$989K0.48%-17513F-HRTimeline
STAR Financial Bank6,487$987K0.4%-5413F-HRTimeline
Astoria Portfolio Advisors LLC.6,460$983K0.17%013F-HRTimeline
SIGNATUREFD, LLC6,455$982K0.01%+41313F-HRTimeline
Indivisible Partners6,397$973K0.06%+18513F-HRTimeline
MATHER GROUP, LLC.6,373$970K0.01%-61313F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT6,369$969K0.01%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT6,252$951K0.01%+71813F-HR/ATimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,206$944K0.05%+313F-HRTimeline
HMV Wealth Advisors, LLC6,194$943K0.37%new13F-HRTimeline
GEN Financial Management, INC.6,163$938K0.56%013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC6,150$936K0.11%+113F-HRTimeline
Mission Creek Capital Partners, Inc.6,114$930K0.16%-14713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC6,100$928K<0.01%-30013F-HRTimeline
SEMITAM BONAM LLC6,090$927K0.68%013F-HRTimeline
HHM Wealth Advisors, LLC6,070$924K0.09%013F-HRTimeline
N.E.W. Advisory Services LLC6,064$923K0.06%-18113F-HRTimeline
Investment Management Trust, LLC6,061$922K0.83%-29813F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …6,042$919K0.13%013F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,017$916K<0.01%-1,15813F-HRTimelineGroup
Glassman Wealth Services6,003$913K0.11%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.5,984$910K0.24%-6913F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA5,956$910K0.03%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC5,978$910K0.05%+2713F-HRTimeline
Intrua Financial, LLC5,975$909K0.09%+513F-HRTimeline
Glen Eagle Advisors, LLC5,973$909K0.11%+58213F-HRTimeline
Serenity Investment Advisors5,738$907K0.39%-12213F-HRTimeline
LaSalle St. Investment Advisors, LLC5,953$906K0.11%+1513F-HRTimeline
Vise Technologies, Inc.5,914$900K0.01%+1,73813F-HRTimeline
SC&H Financial Advisors, Inc.5,901$898K0.12%+113F-HRTimeline
Altus Wealth Group LLC5,901$898K0.32%-3713F-HRTimeline
Evelyn Partners Group Ltdin group Evelyn Partners Group Ltd5,816$887K<0.01%13F-HRTimelineGroup
GARRISON POINT ADVISORS, LLC5,813$885K0.36%+25413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC5,810$884K0.02%+3113F-HRTimeline
Waterloo Capital, L.P.5,753$875K0.05%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,744$874K<0.01%-2813F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…5,729$872K0.01%+2213F-HRTimelineGroup
NWAM LLC5,724$871K0.04%+5713F-HRTimeline
WEDBUSH SECURITIES INC5,722$871K0.02%+15013F-HRTimeline
MWA Asset Management5,695$867K0.39%+11413F-HRTimeline
PEOPLES BANK /OH5,677$864K0.44%-6113F-HRTimeline
Conservest Capital Advisors, Inc.5,562$846K0.07%-7013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/5,558$846K0.07%013F-HRTimeline
NewEdge Wealth, LLC5,487$835K0.01%-26413F-HRTimeline
Ashton Thomas Private Wealth, LLC5,480$834K0.02%-9013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,462$831K0.07%-713F-HRTimelineGroup
Capstone Wealth Management Group, Inc.in group Capstone Wealth Management Gr…5,388$820K0.49%13F-HRTimelineGroup
SAXON INTERESTS, INC.5,383$819K0.23%-4513F-HRTimeline
Maloon Powers Pitre Higgins & Dennehy, …5,351$814K0.28%13F-HRTimeline
United Bank5,335$812K0.25%-2613F-HRTimeline
Dickmeyer Boyce Financial Management, I…5,330$811K0.42%-16713F-HRTimeline
EHRLICH FINANCIAL GROUP5,290$805K0.41%-13113F-HRTimeline
MKT Advisors LLC5,156$802K0.25%-13913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC5,268$802K<0.01%-1,28513F-HRTimelineGroup
Cascade Financial Partners, LLC5,239$797K0.07%-15713F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC5,185$789K0.19%013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD5,168$786K<0.01%-86513F-HRTimelineGroup
SevenBridge Financial Group, LLC4,979$786K0.12%-7813F-HRTimeline
OLD NATIONAL BANCORP /IN/5,156$785K0.02%-25013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,111$778K0.01%-1,60213F-HRTimelineGroup
NOESIS CAPITAL MANGEMENT CORP5,093$775K0.09%013F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC5,067$771K0.29%+3113F-HRTimeline
North Star Investment Management Corp.5,063$770K0.04%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.5,060$770K0.69%-14013F-HRTimeline
DECISION INVESTMENTS, INC5,047$768K0.7%-20013F-HRTimeline
Taylor Financial Group, Inc.5,033$766K0.42%-37513F-HRTimeline
Moors & Cabot, Inc.4,995$760K0.03%-48313F-HRTimeline
Sandy Cove Advisors, LLC4,994$760K0.19%-19713F-HRTimeline
BOK Financial Private Wealth, Inc.4,987$759K0.04%-97413F-HRTimeline
Cambridge Advisors Inc.4,966$756K0.13%013F-HRTimeline
Intellus Advisors LLC4,953$754K0.09%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,942$752K0.04%-10813F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…4,932$751K0.2%013F-HRTimeline
One Day In July LLC4,932$751K0.05%-14613F-HRTimeline
AE Wealth Management LLC4,922$749K<0.01%+8713F-HRTimeline
Kaydan Wealth Management, Inc.4,904$746K0.23%-9913F-HRTimeline
Accredited Investors Inc.4,900$746K0.03%-4513F-HRTimeline
Ferguson Johnson Wealth Management Inc4,887$743K0.54%013F-HRTimeline
CENTAURUS FINANCIAL, INC.4,880$743K0.03%+91813F-HRTimeline
One Capital Management, LLC5,086$742K0.02%013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC4,805$735K0.02%-5013F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO4,830$735K0.02%-16513F-HR/ATimeline
Systematic Alpha Investments, LLC4,800$730K0.02%013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…4,797$730K0.01%013F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC4,777$727K0.06%+53513F-HRTimeline
Navis Wealth Advisors, LLC4,769$726K0.28%-1,13513F-HRTimeline
Rossmore Private Capital4,745$722K0.06%013F-HRTimeline
Meridian Wealth Management, LLC4,725$719K0.02%-3213F-HRTimeline
SMITH, MOORE & CO.4,719$718K0.05%+313F-HRTimeline
Joel Adams & Associates, Inc.4,706$716K0.46%+28913F-HRTimeline
BURNS J W & CO INC/NY4,698$715K0.07%-5013F-HRTimeline
Triangle Securities Wealth Management4,690$714K0.14%+113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BAKER TILLY WEALTH MANAGEMENT, LLC4,683$713K0.15%+113F-HRTimeline
SENTINEL PENSION ADVISORS, LLC4,597$712K0.09%+5013F-HRTimeline
Blue Trust, Inc.4,666$710K0.01%-5913F-HRTimeline
Coppell Advisory Solutions LLC737$708K0.08%new13F-HRTimeline
LexAurum Advisors, LLC4,650$708K0.08%-713F-HRTimeline
APPLETON PARTNERS INC/MA4,640$706K0.04%-7513F-HRTimeline
Sageworth Trust Co4,637$706K0.03%013F-HRTimeline
Cassaday & Co Wealth Management LLC4,637$706K0.01%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI4,590$699K0.03%+2,76513F-HRTimeline
Keating Financial Advisory Services, In…4,586$698K0.09%-10213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,537$694K0.04%-4013F-HRTimeline
Strategic Blueprint, LLC4,543$691K0.03%+1213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,536$690K0.03%+14413F-HRTimeline
71 West Capital Partners4,536$690K0.02%013F-HRTimeline
Everhart Financial Group, Inc.4,533$690K0.04%-5513F-HRTimeline
Blackhawk Capital Partners, LLC4,507$686K0.22%new13F-HRTimeline
Beaumont Financial Advisors, LLC4,490$683K0.04%+413F-HRTimeline
WealthBridge Capital Management, LLC4,482$682K0.14%+9513F-HRTimeline
Maridea Wealth Management LLC4,460$679K0.07%+1,68313F-HRTimeline
SRH ADVISORS, LLC4,460$679K0.17%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,446$677K0.01%new13F-HRTimelineGroup
Berkeley, Inc4,436$675K0.21%+213F-HRTimeline
Compound Planning, Inc.4,432$674K0.02%+7413F-HRTimeline
Wealth Advisory Solutions, LLC4,399$669K0.14%+44313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,383$667K0.03%-22013F-HRTimeline
Buck Wealth Strategies, LLC4,382$667K0.07%-3813F-HRTimeline
Clark Capital Management Group, Inc.4,374$666K<0.01%+69613F-HRTimeline
Private Wealth Advisors, LLC4,352$662K0.2%-9013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC4,301$655K0.02%+1313F-HRTimeline
Investment Advisory Group, LLC4,286$652K0.14%-17413F-HRTimeline
KWMG, LLC4,284$652K0.05%-20413F-HRTimeline
Certified Advisory Corp4,279$651K0.05%-7013F-HRTimeline
Caprock Group, LLC4,261$648K0.01%-3,78313F-HRTimeline
Interchange Capital Partners, LLC4,238$645K0.12%-1,28413F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.4,225$643K0.23%-26913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC4,220$642K0.05%013F-HRTimeline
SUTTON PLACE INVESTORS LLC4,217$642K0.31%013F-HRTimeline
Koshinski Asset Management, Inc.4,213$641K0.03%-7113F-HRTimeline
Bond & Devick Financial Network, Inc.4,207$640K0.16%013F-HRTimeline