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Disclosery

SDY SPDR SERIES TRUST

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SHS (fund)

1,175 managers (1,193 13F filers) reported a position in SDY shares at 2024-12-31, 67,155,194 shares in all. 64 filers opened a position and 84 filers sold out during the quarter.

Managers
1,175
13F filers
1,193
New
64
Added
349
Reduced
384
Sold out
84
Shares held by filers
67,155,194

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
HOWARD WEALTH MANAGEMENT, LLC9,522$1.26M0.68%+1913F-HRTimeline
Richwood Investment Advisors, LLC9,487$1.25M1.04%-2013F-HRTimeline
Dakota Wealth Management9,476$1.25M0.03%-72213F-HRTimeline
Compass Ion Advisors, LLC9,438$1.25M0.15%+5513F-HRTimeline
Verdence Capital Advisors LLC9,369$1.24M0.1%+3013F-HRTimeline
Pacific Sun Financial Corp9,328$1.23M0.67%+5513F-HRTimeline
Parallel Advisors, LLC9,326$1.23M0.03%-4413F-HRTimeline
Northeast Financial Consultants Inc9,237$1.22M0.05%-55213F-HRTimeline
CAPITAL ADVISORS INC/OK9,188$1.21M0.02%013F-HRTimeline
Summit Trail Advisors, LLC9,154$1.21M0.04%013F-HRTimeline
High Net Worth Advisory Group LLC9,119$1.2M0.34%+913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…9,056$1.2M0.09%+213F-HRTimeline
Blue Fin Capital, Inc.8,968$1.18M0.22%+713F-HRTimeline
Westmount Partners, LLC8,953$1.18M0.36%+3313F-HRTimeline
Rathbones Group PLC8,905$1.18M0.01%013F-HRTimeline
SlateStone Wealth, LLC8,855$1.17M0.11%+1,78113F-HRTimeline
Agate Pass Investment Management, LLC8,817$1.16M0.53%-5013F-HRTimeline
PINNACLE ASSOCIATES LTD8,775$1.16M0.02%-1,35213F-HRTimeline
Pallas Capital Advisors LLC8,722$1.15M0.05%-24213F-HRTimeline
One Capital Management, LLC8,648$1.14M0.04%-1,95613F-HRTimeline
Freedom Financial Partners LLC8,600$1.14M0.55%13F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.8,573$1.13M0.77%+29513F-HRTimeline
Raab & Moskowitz Asset Management LLC8,566$1.13M0.28%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC8,553$1.13M0.07%-56813F-HRTimeline
Avantax Planning Partners, Inc.8,530$1.13M0.04%-10713F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC8,505$1.12M0.72%-1,79713F-HRTimeline
Summit Financial, LLC8,430$1.11M0.04%+22613F-HRTimeline
AMG National Trust Bank8,390$1.11M0.03%013F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC8,332$1.1M0.35%+4913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,324$1.1M0.04%-1,43313F-HRTimelineGroup
Weaver Consulting Group8,283$1.09M0.34%+13413F-HRTimeline
Kentucky Trust Co8,275$1.09M0.64%13F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC8,238$1.09M0.23%+1413F-HRTimeline
Seven Springs Wealth Group, LLC8,192$1.08M0.4%013F-HRTimeline
Axis Wealth Partners, LLC8,103$1.07M0.9%13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,073$1.07M0.07%+1,52113F-HRTimelineGroup
Caprock Group, LLC8,044$1.06M0.03%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,009$1.06M0.01%+22713F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.8,002$1.06M0.03%-72,70113F-HRTimelineGroup
American State Bank (Iowa)7,957$1.05M0.63%013F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC7,947$1.05M0.72%+59013F-HRTimeline
RWA WEALTH PARTNERS, LLC7,894$1.04M0.01%013F-HRTimeline
Parcion Private Wealth LLC7,850$1.04M0.08%+1,06813F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP7,824$1.03M0.2%+20013F-HRTimeline
Intrua Financial, LLC7,763$1.03M0.17%-26913F-HRTimeline
Mission Creek Capital Partners, Inc.7,742$1.02M0.22%-5813F-HRTimeline
BOK Financial Private Wealth, Inc.7,738$1.02M0.07%-1,22213F-HRTimeline
Mathes Company, Inc.7,740$1.02M0.37%013F-HRTimeline
Geneos Wealth Management Inc.7,714$1.02M0.04%-9913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC7,698$1.02M0.04%+4213F-HRTimelineGroup
MITCHELL MCLEOD PUGH & WILLIAMS INC7,678$1.01M0.21%+40113F-HRTimeline
Golden State Wealth Management, LLC7,627$1.01M0.15%13F-HRTimeline
STAR Financial Bank7,608$1.01M0.72%013F-HRTimeline
NORDEN GROUP LLC7,595$1M0.11%-14013F-HRTimeline
Kovack Advisors, Inc.7,586$1M0.1%+36113F-HRTimeline
Transform Wealth, LLC7,559$999K0.06%-1,25713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC7,480$988K0.08%-33513F-HRTimeline
Fort Point Capital Partners LLC7,478$988K0.11%-913F-HRTimeline
Federation des caisses Desjardins du Qu…7,335$969K<0.01%-15213F-HRTimeline
Arete Wealth Advisors, LLC7,280$961K0.07%+1,71913F-HRTimeline
Ausdal Financial Partners, Inc.7,275$961K0.08%+2713F-HRTimeline
MAS Advisors LLC7,211$953K1.6%-2,71913F-HRTimeline
American Institute for Advanced Investm…7,185$949K0.71%013F-HRTimeline
Curbstone Financial Management Corp7,150$945K0.2%013F-HRTimeline
Cove Private Wealth, LLC7,138$943K0.57%new13F-HRTimeline
Glen Eagle Advisors, LLC7,105$939K0.16%-36613F-HRTimeline
Adero Partners, LLC7,096$937K0.06%-413F-HRTimeline
SC&H Financial Advisors, Inc.7,091$937K0.19%-1,29913F-HRTimeline
SRH ADVISORS, LLC7,005$925K0.27%-78013F-HRTimeline
O'Brien Wealth Partners LLC6,988$923K0.17%-1513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC6,944$917K<0.01%+1,27513F-HRTimelineGroup
One Day In July LLC6,928$915K0.1%013F-HRTimeline
N.E.W. Advisory Services LLC6,916$914K0.09%+7613F-HRTimeline
Lion Street Advisors, LLC6,897$911K0.29%-25313F-HRTimeline
LaSalle St. Investment Advisors, LLC6,875$908K0.28%+613F-HRTimeline
RMR Wealth Builders6,862$907K0.09%+4,24313F-HR/ATimeline
Bay Capital Advisors, LLC6,855$906K0.73%13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC6,730$889K0.14%+313F-HRTimeline
Certified Advisory Corp6,700$885K0.1%-313F-HRTimeline
SevenBridge Financial Group, LLC6,561$882K0.17%+1913F-HRTimeline
2UniFi Bank6,620$875K0.58%13F-HRTimeline
Kingsview Wealth Management, LLC6,588$870K0.02%-27413F-HRTimeline
HHM Wealth Advisors, LLC6,575$869K0.12%+14713F-HRTimeline
Navis Wealth Advisors, LLC6,575$869K0.95%+80313F-HRTimeline
Palouse Capital Management, Inc.6,565$867K0.58%new13F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding6,525$862KnewTimeline
Sandy Cove Advisors, LLC6,468$854K0.34%-20613F-HRTimeline
Moors & Cabot, Inc.6,461$853K0.04%+11013F-HRTimeline
Wood Tarver Financial Group, LLC6,431$849K0.28%13F-HRTimeline
Greenhouse Wealth Management, LLC6,419$848K0.56%+2113F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.6,408$846K0.42%-28013F-HRTimeline
RFG Advisory, LLC6,404$846K0.02%+54313F-HRTimeline
Triangle Securities Wealth Management6,399$845K0.22%-2413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,395$845K0.03%-68913F-HRTimelineGroup
PEOPLES BANK /OH6,355$839K0.49%-913F-HRTimeline
BANTAMAC CAPITAL, LLC6,351$839K0.38%013F-HRTimeline
Financial Partners Group, Inc6,348$839K0.12%-5113F-HRTimeline
PATRON PARTNERS, LLC6,323$835K0.45%-1,21513F-HRTimeline
MKT Advisors LLC6,166$825K0.36%+913F-HRTimeline
Farther Finance Advisors, LLC6,194$818K0.03%+1,72613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,193$818K0.04%-47713F-HR/ATimelineGroup
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…6,188$817K0.16%+1,07613F-HRTimeline
New Century Financial Group, LLC6,190$816K0.35%-50013F-HRTimeline
Taylor Financial Group, Inc.6,178$816K0.57%-2113F-HRTimeline
JFS WEALTH ADVISORS, LLC6,171$815K0.06%-1,06613F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD6,163$814K<0.01%013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,162$814K0.02%+1,53613F-HRTimelineGroup
WCM INVESTMENT MANAGEMENT, LLC6,174$813K<0.01%new13F-HR/ATimeline
SIGNATUREFD, LLC6,153$813K0.02%+613F-HRTimeline
Integrity Wealth Solutions LLC6,084$804K0.45%-6413F-HRTimeline
STOCK YARDS BANK & TRUST CO6,046$799K0.03%-23,34013F-HRTimeline
Addison Capital Co6,034$797K0.32%+1,00913F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC6,024$796K0.05%013F-HRTimeline
Heritage Financial Services, LLC6,015$795K0.11%013F-HRTimeline
GEN Financial Management, INC.6,009$794K0.52%13F-HRTimeline
Glassman Wealth Services6,003$793K0.13%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …5,997$792K0.19%013F-HRTimelineGroup
Calamos Wealth Management LLCin group Calamos Advisors LLC5,954$787K0.04%-10013F-HRTimelineGroup
COUNTRY CLUB BANK5,956$784K0.05%013F-HRTimeline
United Bank5,924$783K0.33%-11413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,887$778K0.06%new13F-HRTimelineGroup
PCA Investment Advisory Services Inc.5,832$770K0.36%+2413F-HRTimeline
Interchange Capital Partners, LLC5,777$763K0.28%-40113F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC5,759$761K0.04%+113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,718$755K0.02%+50513F-HRTimeline
Benchmark Wealth Management, LLC5,686$751K0.37%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT5,681$750K0.01%-68413F-HRTimeline
LS Investment Advisors, LLC5,665$748K0.11%013F-HRTimeline
Good Life Advisors, LLC5,665$748K0.05%+7913F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,611$741K0.02%+24413F-HRTimeline
Cassaday & Co Wealth Management LLC5,597$739K0.02%013F-HRTimeline
Intellus Advisors LLC5,597$739K0.13%13F-HRTimeline
Roehl & Yi Investment Advisors, LLC5,581$737K0.41%13F-HRTimeline
Private Portfolio Partners LLC5,579$737K0.14%+3113F-HRTimeline
Purkiss Capital Advisors LLC5,563$735K0.63%13F-HRTimeline
GARRISON POINT ADVISORS, LLC5,545$732K0.35%new13F-HRTimeline
Payne Capital Management, LLC5,541$732K0.32%13F-HRTimeline
Cascade Financial Partners, LLC5,535$731K0.1%+6613F-HRTimeline
BURNS J W & CO INC/NY5,530$731K0.09%-10513F-HRTimeline
MWA Asset Management5,525$730K0.49%-26113F-HRTimeline
WEST BANCORPORATION INC5,520$729K0.48%-21913F-HRTimeline
Meridian Wealth Management, LLC5,510$728K0.03%+2813F-HRTimeline
NewEdge Wealth, LLC5,466$722K0.01%-61113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC5,439$718K0.02%+3513F-HRTimeline
Financial Engines Advisors L.L.C.5,410$715K<0.01%+4113F-HRTimeline
Clarity Capital Partners LLC5,405$714K0.37%+17613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC5,400$713K<0.01%-1,80013F-HRTimeline
WEDBUSH SECURITIES INC5,344$706K0.03%-13913F-HRTimeline
Modera Wealth Management, LLC5,343$706K0.01%+10013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,309$701K<0.01%+2,02013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC5,281$698K0.01%+38713F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,260$695K<0.01%+1,07513F-HRTimelineGroup
Michael A. Dubis Financial Planning, LLC5,224$690K0.67%13F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT5,222$690K0.04%-2013F-HRTimeline
First National Trust Co5,219$689K0.03%-1,53913F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…5,216$689K0.01%+1,46213F-HRTimelineGroup
Garden State Investment Advisory Servic…5,192$686K0.21%-20113F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC5,185$685K0.21%013F-HRTimeline
PRIVATE TRUST CO NA5,181$684K0.07%-75513F-HRTimeline
HAZLETT, BURT & WATSON, INC.5,162$681K0.3%+1,72413F-HRTimeline
Reynders McVeigh Capital Management, LLC5,145$680K0.04%+36913F-HRTimeline
Cambridge Advisors Inc.5,146$680K0.15%013F-HRTimeline
AlphaStar Capital Management, LLC5,140$679K0.07%-29413F-HRTimeline
SAXON INTERESTS, INC.5,113$675K0.3%-5013F-HRTimeline
APPLETON PARTNERS INC/MA5,110$675K0.05%-19513F-HRTimeline
Beaumont Financial Advisors, LLC5,108$675K0.05%-8713F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …5,089$672K0.06%new13F-HRTimelineGroup
Venturi Wealth Management, LLC5,066$669K0.03%-15113F-HRTimeline
UHLMANN PRICE SECURITIES, LLC5,063$669K0.5%+513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC5,059$668K0.05%013F-HRTimeline
Kaydan Wealth Management, Inc.5,055$668K0.22%+9813F-HRTimeline
SeaCrest Wealth Management, LLC5,050$667K0.07%-713F-HRTimeline
ORG Partners LLC5,000$662K0.09%+6113F-HRTimeline
EHRLICH FINANCIAL GROUP4,955$655K0.47%+40813F-HRTimeline
Astoria Portfolio Advisors LLC.4,972$652K0.23%+3,29713F-HRTimeline
Accredited Investors Inc.4,900$647K0.04%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,877$644K0.25%+1713F-HRTimeline
Global Trust Asset Management, LLC4,867$643K0.24%-15813F-HRTimeline
KWMG, LLC4,860$642K0.07%-16513F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…4,848$640K0.11%-1,30613F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.4,809$635K0.28%-20813F-HRTimeline
Systematic Alpha Investments, LLC4,800$634K0.02%013F-HRTimeline
MIdWestOne Financial Group, Inc.4,770$630K0.09%-7,40513F-HRTimeline
BigSur Wealth Management LLC4,750$627K0.18%013F-HRTimeline
Horst & Graben Wealth Management LLC4,685$619K0.11%-9913F-HRTimeline
Sageworth Trust Co4,675$618K0.04%013F-HRTimeline
Capital Asset Advisory Services LLC4,682$617K0.03%+6513F-HRTimeline
Disciplined Investments, LLC4,654$615K0.3%+50613F-HRTimeline
Berkeley, Inc4,652$615K0.32%-5,01613F-HR/ATimeline
Bond & Devick Financial Network, Inc.4,313$613K0.26%013F-HRTimeline
Koshinski Asset Management, Inc.4,619$610K0.05%-5013F-HRTimeline
Investment Advisory Group, LLC4,615$610K0.2%-4413F-HRTimeline
Private Wealth Advisors, LLC4,596$607K0.26%-3913F-HRTimeline
AE Wealth Management LLC4,578$605K0.01%+15613F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC4,571$604K0.17%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC4,560$602K0.01%new13F-HRTimelineGroup
ZWJ INVESTMENT COUNSEL INC4,494$594K0.02%013F-HRTimeline
Beacon Bank & Trust4,481$592K0.14%+43913F-HRTimeline
GENESIS PRIVATE WEALTH, LLC4,457$589K0.32%13F-HRTimeline
LexAurum Advisors, LLC4,455$589K0.12%+3313F-HRTimeline