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Disclosery

SDY SPDR SERIES TRUST

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SHS (fund)

1,157 managers (1,173 13F filers) reported a position in SDY shares at 2025-09-30, 63,661,746 shares in all. 66 filers opened a position and 64 filers sold out during the quarter.

Managers
1,157
13F filers
1,173
New
66
Added
340
Reduced
435
Sold out
64
Shares held by filers
63,661,746

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Coastline Trust Co8,859$1.24M0.13%-14613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Freedom Financial Partners LLC8,855$1.24M0.47%+16213F-HRTimeline
Westmount Partners, LLC8,820$1.23M0.32%-18813F-HRTimeline
High Net Worth Advisory Group LLC8,752$1.23M0.29%-19413F-HRTimeline
Weaver Consulting Group8,739$1.22M0.31%-4913F-HRTimeline
Blue Fin Capital, Inc.8,705$1.22M0.19%-1113F-HRTimeline
Rathbones Group PLC8,675$1.21M<0.01%013F-HRTimeline
Fort Point Capital Partners LLC8,650$1.21M0.15%-7,51913F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.8,573$1.2M0.69%013F-HRTimeline
Golden State Wealth Management, LLC8,548$1.2M0.13%+35413F-HRTimeline
Canal Capital Management, LLC8,537$1.2M0.18%+20913F-HRTimeline
2UniFi Bank8,523$1.19M0.6%+6613F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC8,520$1.19M0.02%+6,18213F-HRTimelineGroup
Pinnacle Financial Partners Inc8,491$1.19M0.03%-1,55013F-HRTimeline
Kingsview Wealth Management, LLC8,394$1.18M0.02%+1,65813F-HRTimeline
Koss-Olinger Consulting, LLC8,604$1.17M0.1%+36013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,279$1.16M<0.01%-1,40113F-HRTimelineGroup
SEAMOUNT FINANCIAL GROUP INC8,237$1.15M0.54%-60013F-HRTimeline
GTS SECURITIES LLC8,211$1.15M0.04%new13F-HRTimeline
Seven Springs Wealth Group, LLC8,192$1.15M0.28%013F-HRTimeline
Agate Pass Investment Management, LLC8,191$1.15M0.44%-32513F-HRTimeline
Caprock Group, LLC8,100$1.14M0.03%13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,130$1.14M0.04%+22613F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC8,126$1.14M<0.01%+3,22513F-HRTimelineGroup
Mission Creek Capital Partners, Inc.8,095$1.13M0.22%-8213F-HRTimeline
MAS Advisors LLC8,024$1.12M1.78%+73013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.8,002$1.12M0.03%013F-HRTimelineGroup
Ausdal Financial Partners, Inc.7,997$1.12M0.05%+1,13513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,954$1.11M<0.01%-3,48213F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC7,926$1.11M0.25%+4313F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC7,900$1.11M0.18%-33713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC7,876$1.1M0.34%-1,56113F-HRTimelineGroup
Thomasville National Bank7,855$1.1M0.07%013F-HRTimeline
Cove Private Wealth, LLC7,818$1.09M0.35%013F-HRTimeline
DIVERSIFIED TRUST CO7,796$1.09M0.02%013F-HRTimeline
Mathes Company, Inc.7,740$1.08M0.39%013F-HRTimeline
RWA WEALTH PARTNERS, LLC7,740$1.08M0.01%+9613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC7,726$1.08M0.02%+3913F-HRTimeline
American State Bank (Iowa)7,690$1.08M0.55%-36713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,672$1.07M0.06%-39813F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC7,644$1.07M0.03%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP7,626$1.07M0.01%-2,88413F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.7,607$1.07M0.05%-4913F-HRTimeline
Quantinno Capital Management LP7,588$1.06M<0.01%+6,10513F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC7,593$1.05M0.17%-2513F-HRTimeline
Vawter Financial, Ltd.7,500$1.05M0.48%new13F-HR/ATimeline
B. Riley Wealth Advisors, Inc.7,456$1.04M0.05%-1,56513F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC7,372$1.03M0.04%-12513F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP7,359$1.03M<0.01%new13F-HRTimelineGroup
Kentucky Trust Co7,300$1.02M0.55%-50513F-HRTimeline
BCS Private Wealth Management, Inc.7,290$1.02M0.37%013F-HRTimeline
STAR Financial Bank7,281$1.02M0.6%-64013F-HRTimeline
American Institute for Advanced Investm…7,185$1.01M0.66%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,184$1.01M0.02%+27213F-HRTimelineGroup
Alpha Cubed Investments, LLC7,167$1M0.03%-2,69613F-HRTimeline
Curbstone Financial Management Corp7,150$1M0.19%013F-HRTimeline
O'Brien Wealth Partners LLC7,093$993K0.13%+3513F-HRTimeline
NORDEN GROUP LLC7,035$985K0.1%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,028$984K0.03%-79613F-HRTimelineGroup
Forza Wealth Management, LLC7,000$980K0.38%013F-HRTimeline
AMG National Trust Bank6,970$976K0.02%-75013F-HRTimeline
BOK Financial Private Wealth, Inc.6,946$973K0.06%-13413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC6,925$970K0.07%+113F-HRTimeline
RMR Wealth Builders6,809$954K0.08%+4213F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC6,740$944K0.45%-42013F-HRTimeline
Valeo Financial Advisors, LLC6,713$940K0.02%+2413F-HRTimeline
One Capital Management, LLC6,665$933K0.03%-1,80113F-HRTimeline
Certified Advisory Corp6,603$925K0.09%-13313F-HRTimeline
EVOKE WEALTH, LLC6,579$921K0.02%+42913F-HRTimeline
Intrua Financial, LLC6,579$921K0.11%-17313F-HRTimeline
Retirement Planning Group, LLC6,536$915K0.03%new13F-HRTimeline
Arete Wealth Advisors, LLC6,533$915K0.06%-413F-HRTimeline
Greenhouse Wealth Management, LLC6,472$906K0.54%+1713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,539$903K0.07%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,407$897K0.06%-25613F-HRTimeline
Moors & Cabot, Inc.6,404$897K0.04%-89413F-HRTimeline
LaSalle St. Investment Advisors, LLC6,398$896K0.16%-10213F-HRTimeline
PEOPLES BANK /OH6,318$885K0.54%-8313F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT6,271$878K0.01%-24713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,257$876K0.04%+1,59013F-HRTimelineGroup
Curi Capital, LLC6,226$872K0.02%+44913F-HRTimeline
SIGNATUREFD, LLC6,225$872K0.01%+18613F-HRTimeline
Empirical Financial Services, LLC d.b.a…6,202$869K0.02%-12013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC6,153$862K0.11%+313F-HRTimeline
SEMITAM BONAM LLC6,090$853K0.76%013F-HRTimeline
Glen Eagle Advisors, LLC6,076$851K0.12%+15713F-HRTimeline
HHM Wealth Advisors, LLC6,045$847K0.1%-53013F-HRTimeline
Payne Capital Management, LLC6,045$847K0.27%+413F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …6,042$846K0.14%+4513F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD6,033$845K<0.01%-4513F-HRTimelineGroup
GUYASUTA INVESTMENT ADVISORS INC6,024$844K0.05%013F-HRTimeline
GEN Financial Management, INC.6,017$843K0.73%+813F-HRTimeline
Heritage Financial Services, LLC6,015$842K0.08%-7013F-HRTimeline
Glassman Wealth Services6,003$841K0.12%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…6,002$841K0.26%013F-HRTimeline
SC&H Financial Advisors, Inc.5,959$834K0.14%-43313F-HRTimeline
JFS WEALTH ADVISORS, LLC5,950$833K0.05%-17313F-HRTimeline
Glenmede Investment Management, LP5,948$833K<0.01%-94413F-HRTimeline
COUNTRY CLUB BANK5,956$830K0.05%013F-HRTimeline
APPLETON PARTNERS INC/MA5,915$828K0.06%-6013F-HRTimeline
N.E.W. Advisory Services LLC5,906$827K0.07%-9513F-HRTimeline
SMITH, MOORE & CO.5,896$826K0.06%-3,23813F-HRTimeline
AlphaStar Capital Management, LLC5,854$820K0.07%+92213F-HRTimeline
NWAM LLC5,815$815K0.04%-4013F-HR/ATimeline
Turtle Creek Wealth Advisors, LLC5,817$815K0.07%new13F-HRTimeline
Interchange Capital Partners, LLC5,765$807K0.16%-3913F-HRTimeline
WEDBUSH SECURITIES INC5,699$798K0.03%+98113F-HRTimeline
GARRISON POINT ADVISORS, LLC5,673$794K0.33%+4413F-HRTimeline
Navis Wealth Advisors, LLC5,659$793K0.6%+12213F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…5,654$792K0.01%+39613F-HRTimelineGroup
Wood Tarver Financial Group, LLC5,641$790K0.23%-15213F-HRTimeline
Taylor Financial Group, Inc.5,618$787K0.45%-40613F-HRTimeline
Parcion Private Wealth LLC5,618$787K0.05%+213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,605$785K0.01%-54913F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO5,575$781K0.02%-10913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC5,526$774K0.02%+2913F-HRTimeline
TRUST CO OF TOLEDO NA /OH/5,499$770K0.08%+1,00013F-HRTimeline
United Bank5,496$770K0.27%-12613F-HRTimeline
SAXON INTERESTS, INC.5,428$767K0.3%-10713F-HRTimeline
Ashton Thomas Private Wealth, LLC5,432$761K0.02%-3,92413F-HRTimeline
MKT Advisors LLC5,433$761K0.28%-76513F-HRTimeline
MWA Asset Management5,410$758K0.42%-18413F-HRTimeline
OLD NATIONAL BANCORP /IN/5,406$757K0.01%+3,86713F-HRTimeline
Cascade Financial Partners, LLC5,402$757K0.09%013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…5,395$756K0.48%+33913F-HRTimelineGroup
Astoria Portfolio Advisors LLC.5,362$753K0.2%+313F-HRTimeline
Keystone Financial Group5,318$745K0.06%new13F-HR/ATimeline
Evelyn Partners Group Ltdgroup of 2 filers holding5,273$738K0Timeline
Meridian Wealth Management, LLC5,233$733K0.03%-713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,219$731K0.01%-16913F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP5,203$729K0.11%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC5,185$726K0.18%013F-HRTimeline
Sandy Cove Advisors, LLC5,182$726K0.23%-54813F-HRTimeline
BURNS J W & CO INC/NY5,158$722K0.08%-14913F-HRTimeline
Cambridge Advisors Inc.5,146$721K0.14%013F-HRTimeline
RFG Advisory, LLC5,128$718K0.01%-1,20813F-HRTimeline
One Day In July LLC5,078$711K0.06%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.5,076$710K0.25%+5013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC5,034$705K0.05%-2513F-HRTimeline
SevenBridge Financial Group, LLC5,053$702K0.12%+9413F-HRTimeline
TWO SIGMA SECURITIES, LLC5,008$701K0.1%+2,54313F-HRTimeline
Accredited Investors Inc.4,975$697K0.04%-41513F-HRTimeline
MATHER GROUP, LLC.4,957$694K0.01%+113F-HRTimeline
Intellus Advisors LLC4,953$694K0.09%013F-HRTimeline
Triangle Securities Wealth Management4,921$689K0.16%-11413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HRT FINANCIAL LP4,920$689K<0.01%new13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.4,919$689K0.08%+33913F-HRTimeline
NewEdge Wealth, LLC5,027$686K0.01%-1,27713F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,877$683K0.15%013F-HRTimeline
PRIVATE TRUST CO NA4,839$678K0.06%-2713F-HRTimeline
Systematic Alpha Investments, LLC4,800$672K0.02%013F-HRTimeline
Kaydan Wealth Management, Inc.4,786$670K0.19%-413F-HRTimeline
Hilton Capital Management, LLC4,750$665K0.05%+36013F-HRTimeline
EHRLICH FINANCIAL GROUP4,702$658K0.39%-3513F-HRTimeline
Disciplined Investments, LLC4,654$652K0.26%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC4,649$651K0.01%013F-HRTimelineGroup
LexAurum Advisors, LLC4,648$651K0.09%+2813F-HRTimeline
Sageworth Trust Co4,637$649K0.03%-513F-HRTimeline
Cassaday & Co Wealth Management LLC4,637$649K0.01%013F-HRTimeline
Kovack Advisors, Inc.4,623$647K0.06%+113F-HRTimeline
KWMG, LLC4,619$647K0.06%013F-HRTimeline
Beaumont Financial Advisors, LLC4,602$644K0.04%-86813F-HRTimeline
PATRON PARTNERS, LLC4,591$643K0.29%-1513F-HRTimeline
Everhart Financial Group, Inc.4,588$643K0.06%-12513F-HRTimeline
Private Wealth Advisors, LLC4,551$637K0.24%+1213F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.4,542$636K0.24%013F-HRTimeline
Reynders McVeigh Capital Management, LLC4,543$636K0.03%+2113F-HRTimeline
Horst & Graben Wealth Management LLC4,523$633K0.1%-113F-HRTimeline
BIP Wealth, LLC4,513$632K0.03%+1,82113F-HRTimeline
Rossmore Private Capital4,495$630K0.07%+9013F-HRTimeline
Robertson Stephens Wealth Management, L…4,494$629K0.02%+80013F-HRTimeline
Venturi Wealth Management, LLC4,467$626K0.03%-1813F-HRTimeline
Investment Advisory Group, LLC4,460$625K0.17%013F-HRTimeline
SRH ADVISORS, LLC4,460$625K0.18%013F-HRTimeline
Martin Capital Partners, LLC4,452$624K0.24%+10613F-HRTimeline
Wedmont Private Capital4,443$623K0.02%+2113F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC4,435$621K0.05%013F-HRTimeline
Berkeley, Inc4,429$620K0.2%-17813F-HRTimeline
IFP Advisors, Inc4,400$616K0.02%+32513F-HR/ATimeline
Capital Asset Advisory Services LLC4,353$610K0.03%+3913F-HRTimeline
SENTINEL PENSION ADVISORS, LLC4,316$605K0.1%-14713F-HRTimeline
UHLMANN PRICE SECURITIES, LLC4,280$599K0.37%+51713F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…4,277$599K0.1%-25013F-HRTimeline
AE Wealth Management LLC4,274$599K<0.01%-13013F-HRTimeline
Citizens Business Bank4,273$598K0.1%new13F-HRTimeline
Beacon Bridge Wealth Partners, LLC4,259$596K0.21%+23413F-HRTimeline
ZWJ INVESTMENT COUNSEL INC4,248$595K0.02%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.4,225$592K0.01%+91513F-HRTimelineGroup
WealthBridge Capital Management, LLC4,222$591K0.14%-4213F-HRTimeline
SUTTON PLACE INVESTORS LLC4,217$591K0.34%013F-HRTimeline
Bond & Devick Financial Network, Inc.4,207$589K0.18%+9913F-HRTimeline
Ellis Investment Partners, LLC4,200$588K0.11%-1713F-HRTimeline
Koshinski Asset Management, Inc.4,192$587K0.04%-22713F-HRTimeline
Compound Planning, Inc.4,190$587K0.02%-1613F-HRTimeline
Missouri Trust & Investment Co4,160$583K0.17%-14013F-HRTimeline
LS Investment Advisors, LLC4,155$582K0.08%-1,04513F-HRTimeline
Holistic Financial Partners4,154$582K0.24%-3113F-HRTimeline
Providence Financial Advisors, LLC4,133$579K0.55%13F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding4,131$579K-854Timeline
Blue Trust, Inc.4,121$577K0.01%+14213F-HRTimeline