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Disclosery

SDY SPDR SERIES TRUST

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SHS (fund)

1,165 managers (1,181 13F filers) reported a position in SDY shares at 2025-06-30, 64,527,447 shares in all. 57 filers opened a position and 52 filers sold out during the quarter.

Managers
1,165
13F filers
1,181
New
57
Added
353
Reduced
437
Sold out
52
Shares held by filers
64,527,447

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Federation des caisses Desjardins du Qu…9,210$1.25M0.01%+33613F-HRTimeline
Pallas Capital Advisors LLC9,209$1.25M0.05%+14313F-HRTimeline
CAPITAL ADVISORS INC/OK9,188$1.25M0.02%-35013F-HRTimeline
Summit Trail Advisors, LLC9,154$1.24M0.02%013F-HRTimeline
WARNER FINANCIAL, INC9,154$1.24M0.51%-49013F-HRTimeline
SMITH, MOORE & CO.9,134$1.24M0.1%-57213F-HRTimeline
Harbour Trust & Investment Management Co9,131$1.24M0.14%-13013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…9,060$1.23M0.09%+213F-HRTimeline
B. Riley Wealth Advisors, Inc.9,021$1.22M0.06%-4,80413F-HRTimeline
Westmount Partners, LLC9,008$1.22M0.34%+3013F-HRTimeline
Coastline Trust Co9,005$1.22M0.14%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pacific Sun Financial Corp8,988$1.22M0.64%-39513F-HRTimeline
High Net Worth Advisory Group LLC8,946$1.21M0.32%+813F-HRTimeline
VestGen Advisors, LLC8,899$1.21M0.05%013F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC8,837$1.2M0.62%+94013F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC8,830$1.2M0.36%+34113F-HRTimeline
Weaver Consulting Group8,788$1.19M0.33%+52013F-HRTimeline
Blue Fin Capital, Inc.8,716$1.18M0.2%-13213F-HRTimeline
Freedom Financial Partners LLC8,693$1.18M0.5%+4913F-HRTimeline
Rathbones Group PLC8,675$1.18M0.01%013F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.8,573$1.16M0.73%013F-HRTimeline
Agate Pass Investment Management, LLC8,516$1.16M0.47%-1013F-HRTimeline
One Capital Management, LLC8,466$1.15M0.04%+9513F-HRTimeline
2UniFi Bank8,457$1.15M0.65%+1,26413F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC8,237$1.14M0.2%-1113F-HRTimeline
Canal Capital Management, LLC8,328$1.13M0.18%+4,30013F-HRTimeline
Koss-Olinger Consulting, LLC8,244$1.12M0.09%-1,53813F-HRTimeline
Golden State Wealth Management, LLC8,194$1.11M0.14%-4713F-HRTimeline
Seven Springs Wealth Group, LLC8,192$1.11M0.28%013F-HRTimeline
Mission Creek Capital Partners, Inc.8,177$1.11M0.25%+813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,070$1.1M0.07%+18713F-HRTimelineGroup
American State Bank (Iowa)8,057$1.09M0.61%+10013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.8,002$1.09M0.03%013F-HRTimelineGroup
STAR Financial Bank7,921$1.08M0.68%+1,80713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,904$1.07M0.04%-1,04213F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC7,883$1.07M0.25%-10913F-HRTimeline
Thomasville National Bank7,855$1.07M0.07%-9,90013F-HRTimeline
Black Diamond Financial, LLC7,853$1.07M0.17%-29,41513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,824$1.06M0.03%+7,71413F-HRTimelineGroup
Cove Private Wealth, LLC7,818$1.06M0.37%+68013F-HRTimeline
Kentucky Trust Co7,805$1.06M0.61%-43013F-HRTimeline
DIVERSIFIED TRUST CO7,796$1.06M0.02%-1,65913F-HRTimeline
Mathes Company, Inc.7,740$1.05M0.39%013F-HRTimeline
AMG National Trust Bank7,720$1.05M0.03%-67013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC7,687$1.04M0.03%-12513F-HRTimeline
INTEGRITY ALLIANCE, LLC.7,656$1.04M0.06%-2,64113F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,644$1.04M0.03%-1,32013F-HRTimeline
RWA WEALTH PARTNERS, LLC7,644$1.04M0.01%-25013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC7,618$1.03M0.19%-6013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC7,497$1.02M0.04%+1,32113F-HRTimelineGroup
Moors & Cabot, Inc.7,298$990K0.05%+95813F-HRTimeline
MAS Advisors LLC7,294$990K1.62%+35313F-HRTimeline
BCS Private Wealth Management, Inc.7,290$989K0.37%13F-HRTimeline
American Institute for Advanced Investm…7,185$975K0.69%013F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC7,160$972K0.52%-92313F-HRTimeline
Curbstone Financial Management Corp7,150$970K0.2%-65013F-HRTimeline
BOK Financial Private Wealth, Inc.7,080$961K0.06%-48413F-HRTimeline
O'Brien Wealth Partners LLC7,058$958K0.15%+3713F-HRTimeline
NORDEN GROUP LLC7,035$955K0.1%013F-HRTimeline
Forza Wealth Management, LLC7,000$950K0.39%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC6,924$940K0.07%-55613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,912$938K0.02%+93213F-HRTimelineGroup
Glenmede Investment Management, LP6,892$935K<0.01%13F-HRTimeline
Ausdal Financial Partners, Inc.6,862$931K0.06%-7713F-HRTimeline
Northeast Financial Consultants Inc6,838$928K0.04%-2,45513F-HRTimeline
RMR Wealth Builders6,767$918K0.08%+4713F-HRTimeline
Intrua Financial, LLC6,752$916K0.13%+16713F-HRTimeline
Kingsview Wealth Management, LLC6,736$914K0.02%+4813F-HRTimeline
Certified Advisory Corp6,736$914K0.1%+2013F-HRTimeline
Valeo Financial Advisors, LLC6,689$908K0.02%+2,47413F-HR/ATimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,663$904K0.06%-1,65813F-HRTimeline
HHM Wealth Advisors, LLC6,575$892K0.11%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,539$888K0.07%-3,33413F-HRTimeline
Arete Wealth Advisors, LLC6,537$887K0.06%-19713F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT6,518$885K0.01%+88713F-HRTimeline
LaSalle St. Investment Advisors, LLC6,500$882K0.24%-21413F-HRTimeline
Financial Advocates Investment Manageme…6,472$878K0.07%-69,84613F-HRTimeline
Greenhouse Wealth Management, LLC6,455$874K0.56%+3,66913F-HRTimeline
NewEdge Wealth, LLC6,304$874K0.01%+83713F-HRTimeline
PEOPLES BANK /OH6,401$869K0.54%+9613F-HRTimeline
SC&H Financial Advisors, Inc.6,392$868K0.15%-70013F-HRTimeline
RFG Advisory, LLC6,336$860K0.02%-66513F-HRTimeline
Empirical Financial Services, LLC d.b.a…6,322$858K0.02%013F-HRTimeline
MKT Advisors LLC6,198$856K0.34%+1813F-HRTimeline
Farther Finance Advisors, LLC6,213$843K0.02%-25413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,154$835K0.01%+71013F-HRTimelineGroup
LAKE STREET PRIVATE WEALTH, LLC6,150$835K0.12%+113F-HRTimeline
EVOKE WEALTH, LLC6,150$835K0.02%+3,97313F-HRTimeline
JFS WEALTH ADVISORS, LLC6,123$831K0.05%-1813F-HRTimeline
SEMITAM BONAM LLC6,090$827K0.78%13F-HRTimeline
Heritage Financial Services, LLC6,085$826K0.08%+7013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD6,078$825K<0.01%-10013F-HRTimelineGroup
New Century Financial Group, LLC6,050$821K0.96%-14013F-HRTimeline
Payne Capital Management, LLC6,041$820K0.32%+3013F-HRTimeline
SIGNATUREFD, LLC6,039$820K0.01%-11613F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC6,024$818K0.05%013F-HRTimeline
Taylor Financial Group, Inc.6,024$818K0.51%013F-HRTimeline
GEN Financial Management, INC.6,009$816K0.67%013F-HRTimeline
Glassman Wealth Services6,003$815K0.12%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…6,002$815K0.27%013F-HRTimeline
N.E.W. Advisory Services LLC6,001$815K0.08%-4,36313F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …5,997$814K0.18%013F-HRTimelineGroup
APPLETON PARTNERS INC/MA5,975$811K0.06%-11013F-HRTimeline
COUNTRY CLUB BANK5,956$806K0.05%013F-HRTimeline
Glen Eagle Advisors, LLC5,919$803K0.12%-49113F-HRTimeline
NWAM LLC5,855$801K0.05%-30,16213F-HR/ATimeline
Interchange Capital Partners, LLC5,804$788K0.18%+1213F-HR/ATimeline
Wood Tarver Financial Group, LLC5,793$786K0.24%-8513F-HRTimeline
Curi Capital, LLC5,777$784K0.01%+2,75013F-HRTimeline
Clarity Capital Partners LLC5,736$779K0.28%-44013F-HRTimeline
Sandy Cove Advisors, LLC5,730$778K0.28%-73813F-HRTimeline
STOCK YARDS BANK & TRUST CO5,684$771K0.03%-27313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5,654$767K0.03%-54813F-HRTimelineGroup
Benchmark Wealth Management, LLC5,636$765K0.34%-5013F-HRTimeline
GARRISON POINT ADVISORS, LLC5,629$764K0.35%+8413F-HRTimeline
United Bank5,622$763K0.29%-2713F-HRTimeline
Parcion Private Wealth LLC5,616$762K0.05%-2,20513F-HRTimeline
MWA Asset Management5,594$759K0.46%+5313F-HRTimeline
Navis Wealth Advisors, LLC5,537$752K0.63%-99813F-HRTimeline
SAXON INTERESTS, INC.5,535$751K0.35%013F-HRTimeline
Addison Capital Co5,518$749K0.26%-23913F-HRTimeline
Astoria Portfolio Advisors LLC.5,359$748K0.21%+99313F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC5,497$746K0.02%+3113F-HRTimeline
Beaumont Financial Advisors, LLC5,470$742K0.05%+6813F-HRTimeline
Good Life Advisors, LLC5,440$738K0.05%-12513F-HRTimeline
Cascade Financial Partners, LLC5,402$733K0.09%-8113F-HRTimeline
Accredited Investors Inc.5,390$732K0.04%+49013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,388$731K0.02%+47313F-HRTimeline
BURNS J W & CO INC/NY5,307$720K0.09%-3913F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding5,273$716K0Timeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…5,258$714K0.01%+2013F-HRTimelineGroup
Meridian Wealth Management, LLC5,240$711K0.03%-36013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP5,203$706K0.12%-2,58613F-HRTimeline
LS Investment Advisors, LLC5,200$706K0.1%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC5,185$704K0.19%013F-HRTimeline
Purkiss Capital Advisors LLC5,185$704K0.39%-32313F-HRTimeline
Cambridge Advisors Inc.5,146$698K0.15%013F-HRTimeline
SevenBridge Financial Group, LLC4,959$692K0.12%-64913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,093$691K<0.01%-1,75713F-HRTimelineGroup
One Day In July LLC5,078$689K0.06%-1,85013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC5,059$687K0.05%013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…5,056$686K0.5%+23013F-HRTimelineGroup
Triangle Securities Wealth Management5,035$683K0.17%-99913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HAZLETT, BURT & WATSON, INC.5,026$682K0.28%+11313F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding4,985$678K+1,496Timeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,893$675K0.05%+84813F-HRTimelineGroup
MATHER GROUP, LLC.4,956$673K0.01%+52713F-HRTimeline
Intellus Advisors LLC4,953$672K0.1%-64413F-HRTimeline
AlphaStar Capital Management, LLC4,932$669K0.05%+1413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,901$665K<0.01%-30213F-HR/ATimelineGroup
Modera Wealth Management, LLC4,883$663K0.01%+6513F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,877$662K0.24%013F-HRTimeline
PRIVATE TRUST CO NA4,866$660K0.06%-23413F-HRTimeline
Systematic Alpha Investments, LLC4,800$652K0.02%013F-HRTimeline
Kaydan Wealth Management, Inc.4,790$650K0.21%-26013F-HRTimeline
Ashford Advisors, LLC1,848$649K0.15%-2,15213F-HRTimeline
EHRLICH FINANCIAL GROUP4,737$643K0.42%-18213F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…4,727$642K0.02%-25613F-HRTimeline
Y-Intercept (Hong Kong) Ltd4,719$641K0.02%new13F-HRTimeline
WEDBUSH SECURITIES INC4,718$640K0.02%-28013F-HRTimeline
Everhart Financial Group, Inc.4,713$640K0.07%+3,22813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,667$633K0.03%-1,81613F-HRTimelineGroup
Disciplined Investments, LLC4,654$632K0.27%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC4,649$631K0.01%013F-HRTimelineGroup
Sageworth Trust Co4,642$630K0.03%-3313F-HRTimeline
Cassaday & Co Wealth Management LLC4,637$629K0.02%013F-HRTimeline
Kovack Advisors, Inc.4,622$627K0.06%-11713F-HRTimeline
LexAurum Advisors, LLC4,620$627K0.1%+3013F-HRTimeline
KWMG, LLC4,619$627K0.06%013F-HRTimeline
Berkeley, Inc4,607$625K0.22%-4713F-HRTimeline
PATRON PARTNERS, LLC4,606$625K0.31%-1,28613F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.4,580$622K0.07%013F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.4,542$616K0.25%013F-HRTimeline
Private Wealth Advisors, LLC4,539$616K0.24%+513F-HRTimeline
UNITED BANK4,529$615K0.07%new13F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…4,527$614K0.1%-18713F-HRTimeline
Horst & Graben Wealth Management LLC4,524$614K0.1%-4113F-HRTimeline
Reynders McVeigh Capital Management, LLC4,522$614K0.03%-57313F-HRTimeline
Wedmont Private Capital4,422$613K0.03%+2413F-HRTimeline
TRUST CO OF TOLEDO NA /OH/4,499$611K0.07%new13F-HRTimeline
Venturi Wealth Management, LLC4,485$609K0.03%-1813F-HRTimeline
SENTINEL PENSION ADVISORS, LLC4,463$606K0.1%+5413F-HRTimeline
Investment Advisory Group, LLC4,460$605K0.18%-15513F-HRTimeline
SRH ADVISORS, LLC4,460$605K0.18%013F-HRTimeline
Vestmark Advisory Solutions, Inc.4,444$603K0.01%+1,59313F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC4,435$602K0.05%-4313F-HRTimeline
Lion Street Advisors, LLC4,433$602K0.18%-1,59613F-HRTimeline
Koshinski Asset Management, Inc.4,419$600K0.05%+14013F-HRTimeline
Rossmore Private Capital4,405$598K0.07%013F-HRTimeline
AE Wealth Management LLC4,404$598K<0.01%+413F-HRTimeline
Hilton Capital Management, LLC4,390$596K0.05%013F-HRTimeline
Capital Asset Advisory Services LLC4,314$596K0.03%-12513F-HRTimeline
Algorithmic Investment Models, LLC4,384$595K0.41%+2,22313F-HRTimeline
Martin Capital Partners, LLC4,346$590K0.23%new13F-HRTimeline
Missouri Trust & Investment Co4,300$584K0.19%-3213F-HRTimeline
WealthBridge Capital Management, LLC4,264$579K0.15%+14413F-HRTimeline
ZWJ INVESTMENT COUNSEL INC4,248$577K0.02%-15013F-HRTimeline
Ellis Investment Partners, LLC4,217$572K0.11%+913F-HRTimeline
SUTTON PLACE INVESTORS LLC4,217$572K0.34%-713F-HRTimeline
Jacobi Capital Management LLC4,208$571K0.04%+1313F-HRTimeline