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Disclosery

SDY SPDR SERIES TRUST

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SHS (fund)

1,161 managers (1,177 13F filers) reported a position in SDY shares at 2025-03-31, 64,673,503 shares in all. 59 filers opened a position and 67 filers sold out during the quarter.

Managers
1,161
13F filers
1,177
New
59
Added
322
Reduced
478
Sold out
67
Shares held by filers
64,673,503

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
WINEBRENNER CAPITAL MANAGEMENT LLC9,463$1.28M1.16%-18013F-HRTimeline
DIVERSIFIED TRUST CO9,455$1.28M0.03%-14513F-HRTimeline
Verdence Capital Advisors LLC9,392$1.27M0.1%+2313F-HRTimeline
Pacific Sun Financial Corp9,383$1.27M0.72%+5513F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC9,308$1.26M0.7%-21413F-HRTimeline
Northeast Financial Consultants Inc9,293$1.26M0.06%+5613F-HRTimeline
Harbour Trust & Investment Management Co9,261$1.26M0.15%-30913F-HRTimeline
Richwood Investment Advisors, LLC9,247$1.25M1.07%-24013F-HRTimeline
Summit Trail Advisors, LLC9,154$1.24M0.04%013F-HRTimeline
Alpha Cubed Investments, LLC9,122$1.24M0.06%-40913F-HRTimeline
Pallas Capital Advisors LLC9,066$1.23M0.05%+34413F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…9,058$1.23M0.09%+213F-HRTimeline
Coastline Trust Co9,005$1.22M0.15%-69913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Westmount Partners, LLC8,978$1.22M0.37%+2513F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,964$1.22M0.04%+5,60513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,946$1.21M0.05%+62213F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC8,939$1.21M0.05%+1,24113F-HRTimelineGroup
High Net Worth Advisory Group LLC8,938$1.21M0.34%-18113F-HRTimeline
VestGen Advisors, LLC8,899$1.21M0.05%13F-HRTimeline
Federation des caisses Desjardins du Qu…8,874$1.2M0.01%+1,53913F-HRTimeline
Blue Fin Capital, Inc.8,848$1.2M0.23%-12013F-HRTimeline
Rathbones Group PLC8,675$1.18M0.01%-23013F-HRTimeline
Freedom Financial Partners LLC8,644$1.17M0.55%+4413F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.8,573$1.16M0.84%013F-HRTimeline
PINNACLE ASSOCIATES LTD8,549$1.16M0.02%-22613F-HRTimeline
Agate Pass Investment Management, LLC8,526$1.16M0.49%-29113F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC8,489$1.15M0.35%+15713F-HRTimeline
AMG National Trust Bank8,390$1.14M0.03%013F-HRTimeline
One Capital Management, LLC8,371$1.14M0.04%-27713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC8,321$1.13M0.07%-23213F-HRTimeline
Weaver Consulting Group8,268$1.12M0.34%-1513F-HRTimeline
Golden State Wealth Management, LLC8,241$1.12M0.17%+61413F-HR/ATimeline
Kentucky Trust Co8,235$1.12M0.66%-4013F-HRTimeline
Seven Springs Wealth Group, LLC8,192$1.11M0.4%013F-HRTimeline
Mission Creek Capital Partners, Inc.8,169$1.11M0.27%+42713F-HRTimeline
Caprock Group, LLC8,100$1.1M0.03%+5613F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC8,083$1.1M0.69%-42213F-HRTimeline
Axis Wealth Partners, LLC8,032$1.09M0.81%-7113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.8,002$1.09M0.03%013F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC7,992$1.08M0.27%-57413F-HRTimeline
American State Bank (Iowa)7,957$1.08M0.65%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,936$1.08M<0.01%+2,62713F-HRTimelineGroup
SEAMOUNT FINANCIAL GROUP INC7,897$1.07M0.73%-5013F-HRTimeline
RWA WEALTH PARTNERS, LLC7,894$1.07M0.01%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,883$1.07M0.07%-19013F-HRTimelineGroup
Parcion Private Wealth LLC7,821$1.06M0.09%-2913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC7,812$1.06M0.03%-11,40513F-HRTimeline
Curbstone Financial Management Corp7,800$1.06M0.22%+65013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP7,789$1.06M0.21%-3513F-HR/ATimeline
Mathes Company, Inc.7,740$1.05M0.43%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC7,678$1.04M0.22%013F-HRTimeline
Fort Point Capital Partners LLC7,578$1.03M0.11%+10013F-HRTimeline
BOK Financial Private Wealth, Inc.7,564$1.03M0.08%-17413F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC8,248$1.02M0.23%+1013F-HRTimeline
2UniFi Bank7,193$995K0.64%+57313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC7,480$988K0.08%013F-HRTimeline
American Institute for Advanced Investm…7,185$975K0.74%013F-HRTimeline
Cove Private Wealth, LLC7,138$968K0.51%013F-HRTimeline
Adero Partners, LLC7,092$962K0.06%-413F-HRTimeline
SC&H Financial Advisors, Inc.7,092$962K0.19%+113F-HRTimeline
NORDEN GROUP LLC7,035$955K0.11%-56013F-HRTimeline
O'Brien Wealth Partners LLC7,021$953K0.18%+3313F-HRTimeline
RFG Advisory, LLC7,001$950K0.03%+59713F-HRTimeline
MAS Advisors LLC6,941$942K1.45%-27013F-HRTimeline
Ausdal Financial Partners, Inc.6,939$942K0.07%-33613F-HRTimeline
One Day In July LLC6,928$940K0.09%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,850$929K<0.01%-9,36013F-HRTimelineGroup
Arete Wealth Advisors, LLC6,734$914K0.07%-54613F-HRTimeline
RMR Wealth Builders6,720$912K0.1%-14213F-HRTimeline
Certified Advisory Corp6,716$911K0.1%+1613F-HRTimeline
LaSalle St. Investment Advisors, LLC6,714$911K0.21%-16113F-HRTimeline
Kingsview Wealth Management, LLC6,688$907K0.02%+10013F-HRTimeline
Bay Capital Advisors, LLC6,587$894K0.74%-26813F-HRTimeline
Intrua Financial, LLC6,585$893K0.14%-1,17813F-HRTimeline
HHM Wealth Advisors, LLC6,575$892K0.12%013F-HRTimeline
Navis Wealth Advisors, LLC6,535$887K0.87%-4013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,483$880K0.05%+29013F-HR/ATimelineGroup
Sandy Cove Advisors, LLC6,468$878K0.35%013F-HRTimeline
Farther Finance Advisors, LLC6,467$877K0.02%+27313F-HRTimeline
Glen Eagle Advisors, LLC6,410$870K0.14%-69513F-HRTimeline
Moors & Cabot, Inc.6,340$860K0.04%-12113F-HRTimeline
Empirical Financial Services, LLC d.b.a…6,322$858K0.02%+71113F-HRTimeline
PEOPLES BANK /OH6,305$855K0.56%-5013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6,202$842K0.04%new13F-HRTimelineGroup
New Century Financial Group, LLC6,190$840K0.97%013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD6,178$838K<0.01%+1513F-HRTimelineGroup
Calamos Wealth Management LLCin group Calamos Advisors LLC6,176$838K0.04%+22213F-HRTimelineGroup
Clarity Capital Partners LLC6,176$838K0.34%+77113F-HRTimeline
Integrity Wealth Solutions LLC6,157$835K0.45%+7313F-HRTimeline
SIGNATUREFD, LLC6,155$835K0.02%+213F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC6,149$834K0.14%-58113F-HRTimeline
JFS WEALTH ADVISORS, LLC6,141$833K0.06%-3013F-HRTimeline
STAR Financial Bank6,114$830K0.61%-1,49413F-HRTimeline
Inscription Capital, LLC6,317$829K0.14%13F-HRTimeline
APPLETON PARTNERS INC/MA6,085$826K0.06%+97513F-HRTimeline
Triangle Securities Wealth Management6,034$819K0.21%-36513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Lion Street Advisors, LLC6,029$818K0.26%-86813F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC6,024$817K0.05%013F-HRTimeline
Taylor Financial Group, Inc.6,024$817K0.57%-15413F-HRTimeline
Heritage Financial Services, LLC6,015$816K0.08%013F-HRTimeline
Payne Capital Management, LLC6,011$816K0.35%+47013F-HRTimeline
GEN Financial Management, INC.6,009$815K0.55%013F-HRTimeline
Glassman Wealth Services6,003$814K0.14%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…6,002$814K0.3%+2,66013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …5,997$814K0.19%013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,980$811K0.02%-41513F-HRTimelineGroup
HRT FINANCIAL LP5,970$810K0.01%new13F-HRTimeline
STOCK YARDS BANK & TRUST CO5,957$808K0.03%-8913F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.5,948$807K0.41%-46013F-HRTimeline
COUNTRY CLUB BANK5,956$800K0.05%013F-HRTimeline
PATRON PARTNERS, LLC5,892$799K0.43%-43113F-HRTimeline
Wood Tarver Financial Group, LLC5,878$798K0.26%-55313F-HRTimeline
Interchange Capital Partners, LLC5,792$786K0.22%+1513F-HRTimeline
Addison Capital Co5,757$781K0.31%-27713F-HRTimeline
Benchmark Wealth Management, LLC5,686$771K0.37%013F-HRTimeline
Transform Wealth, LLC5,662$768K0.05%-1,89713F-HRTimeline
United Bank5,649$766K0.32%-27513F-HRTimeline
MKT Advisors LLC6,180$764K0.36%+1413F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT5,631$764K0.01%-5013F-HRTimeline
Meridian Wealth Management, LLC5,600$760K0.04%+9013F-HRTimeline
Intellus Advisors LLC5,597$759K0.13%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,595$759K<0.01%+33513F-HRTimelineGroup
SevenBridge Financial Group, LLC5,608$757K0.15%-95313F-HRTimeline
Good Life Advisors, LLC5,565$755K0.05%-10013F-HRTimeline
GARRISON POINT ADVISORS, LLC5,545$752K0.36%013F-HRTimeline
MWA Asset Management5,541$752K0.52%+1613F-HRTimeline
SAXON INTERESTS, INC.5,535$751K0.35%+42213F-HRTimeline
Purkiss Capital Advisors LLC5,508$747K0.56%-5513F-HRTimeline
Cascade Financial Partners, LLC5,483$744K0.09%-5213F-HRTimeline
NewEdge Wealth, LLC5,467$742K0.01%+113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC5,466$742K0.02%+2713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,444$739K0.01%-11,65013F-HRTimelineGroup
Beaumont Financial Advisors, LLC5,402$733K0.06%+29413F-HRTimeline
Financial Engines Advisors L.L.C.5,390$731K<0.01%-2013F-HRTimeline
BURNS J W & CO INC/NY5,346$725K0.09%-18413F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding5,273$715K-1,252Timeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…5,238$711K0.01%+2213F-HRTimelineGroup
Michael A. Dubis Financial Planning, LLC5,224$709K0.69%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC5,203$706K<0.01%-1,74113F-HRTimelineGroup
LS Investment Advisors, LLC5,200$706K0.11%-46513F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC5,185$704K0.23%013F-HRTimeline
Cambridge Advisors Inc.5,146$698K0.15%013F-HRTimeline
PRIVATE TRUST CO NA5,100$692K0.07%-8113F-HRTimeline
Reynders McVeigh Capital Management, LLC5,095$691K0.04%-5013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC5,067$687K0.51%+413F-HRTimeline
SeaCrest Wealth Management, LLC5,062$687K0.08%+1213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC5,059$686K0.05%013F-HRTimeline
Kaydan Wealth Management, Inc.5,050$685K0.22%-513F-HRTimeline
WEDBUSH SECURITIES INC4,998$678K0.02%-34613F-HRTimeline
Financial Partners Group, Inc4,994$678K0.1%-1,35413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…4,983$676K0.03%+1,16713F-HRTimeline
EHRLICH FINANCIAL GROUP4,919$667K0.49%-3613F-HRTimeline
AlphaStar Capital Management, LLC4,918$667K0.07%-22213F-HRTimeline
HAZLETT, BURT & WATSON, INC.4,913$667K0.3%-24913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,915$667K0.02%-80313F-HRTimeline
Accredited Investors Inc.4,900$665K0.04%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,877$662K0.26%013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…4,826$655K0.52%+41113F-HRTimelineGroup
Modera Wealth Management, LLC4,818$654K0.01%-52513F-HRTimeline
CENTAURUS FINANCIAL, INC.4,810$653K0.04%+82013F-HRTimeline
Systematic Alpha Investments, LLC4,800$651K0.02%013F-HRTimeline
Garden State Investment Advisory Servic…4,760$646K0.21%-43213F-HRTimeline
BigSur Wealth Management LLC4,750$644K0.17%013F-HRTimeline
Kovack Advisors, Inc.4,739$643K0.07%-2,84713F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…4,714$640K0.11%-13413F-HRTimeline
Sageworth Trust Co4,675$634K0.04%013F-HRTimeline
Berkeley, Inc4,654$631K0.3%+213F-HRTimeline
Disciplined Investments, LLC4,654$631K0.29%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC4,649$631K0.01%+8913F-HRTimelineGroup
Cassaday & Co Wealth Management LLC4,637$629K0.02%-96013F-HRTimeline
KWMG, LLC4,619$627K0.06%-24113F-HRTimeline
Investment Advisory Group, LLC4,615$626K0.21%013F-HRTimeline
LexAurum Advisors, LLC4,590$623K0.12%+13513F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.4,580$621K0.08%+21013F-HRTimeline
Horst & Graben Wealth Management LLC4,565$619K0.11%-12013F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.4,542$616K0.27%-26713F-HRTimeline
Private Wealth Advisors, LLC4,534$615K0.26%-6213F-HRTimeline
Venturi Wealth Management, LLC4,503$611K0.03%-56313F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC4,478$608K0.06%+41913F-HRTimeline
SRH ADVISORS, LLC4,460$605K0.19%-2,54513F-HRTimeline
Capital Asset Advisory Services LLC4,439$604K0.03%-24313F-HRTimeline
MATHER GROUP, LLC.4,429$601K0.01%+26813F-HRTimeline
Sowell Financial Services LLC4,411$598K0.03%new13F-HRTimeline
SENTINEL PENSION ADVISORS, LLC4,409$598K0.11%013F-HRTimeline
Rossmore Private Capital4,405$598K0.07%+25013F-HRTimeline
AE Wealth Management LLC4,400$597K0.01%-17813F-HRTimeline
ZWJ INVESTMENT COUNSEL INC4,398$597K0.02%-9613F-HRTimeline
Hilton Capital Management, LLC4,390$596K0.05%013F-HRTimeline
Missouri Trust & Investment Co4,332$588K0.21%-6513F-HRTimeline
Key Financial Inc4,309$585K0.13%013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC4,292$582K0.31%-16513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,292$582K0.01%-98913F-HRTimeline
Koshinski Asset Management, Inc.4,279$581K0.05%-34013F-HRTimeline
Blue Trust, Inc.4,242$576K0.01%+1,24613F-HRTimeline
SUTTON PLACE INVESTORS LLC4,224$573K0.39%013F-HRTimeline
Valeo Financial Advisors, LLC4,215$572K0.02%-3613F-HRTimeline
Ellis Investment Partners, LLC4,208$571K0.12%+813F-HRTimeline
Compound Planning, Inc.4,200$570K0.03%-4913F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC4,195$569K0.16%-37613F-HRTimeline
Jacobi Capital Management LLC4,195$569K0.04%+8513F-HRTimeline