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Disclosery

SDY SPDR SERIES TRUST

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SHS (fund)

1,221 managers (1,239 13F filers) reported a position in SDY shares at 2025-12-31, 65,457,651 shares in all. 68 filers opened a position and 46 filers sold out during the quarter.

Managers
1,221
13F filers
1,239
New
68
Added
354
Reduced
420
Sold out
46
Shares held by filers
65,457,651

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
WARNER FINANCIAL, INC9,156$1.27M0.44%013F-HRTimeline
Summit Trail Advisors, LLC9,154$1.27M0.02%013F-HRTimeline
SlateStone Wealth, LLC9,139$1.27M0.11%-30213F-HRTimeline
Fort Point Capital Partners LLC8,650$1.27M0.15%013F-HRTimeline
Pacific Sun Financial Corp9,088$1.26M0.61%+10013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC9,070$1.26M0.03%+3913F-HR/ATimelineGroup
Lansing Street Advisors9,031$1.26M0.32%-14013F-HRTimeline
Sage Mountain Advisors LLC8,985$1.25M0.07%-84513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd8,935$1.24M0.03%new13F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC8,919$1.24M0.03%+1,27513F-HRTimeline
Geneos Wealth Management Inc.8,899$1.24M0.03%-30113F-HRTimeline
Canal Capital Management, LLC8,897$1.24M0.18%+36013F-HRTimeline
Coastline Trust Co8,859$1.23M0.12%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Freedom Financial Partners LLC8,843$1.23M0.45%-1213F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC8,840$1.23M0.54%-34113F-HRTimeline
Altus Wealth Group LLC8,801$1.22M0.49%-87013F-HRTimeline
High Net Worth Advisory Group LLC8,769$1.22M0.28%+1713F-HRTimeline
Weaver Consulting Group8,750$1.22M0.3%+1113F-HRTimeline
Zhang Financial LLC8,732$1.22M0.05%-5,40613F-HRTimeline
Rathbones Group PLC8,675$1.21M<0.01%013F-HR/ATimeline
Westmount Partners, LLC8,626$1.2M0.3%-19413F-HRTimeline
Golden State Wealth Management, LLC8,619$1.2M0.13%+7113F-HRTimeline
Blue Fin Capital, Inc.8,600$1.2M0.19%-10513F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.8,573$1.19M0.69%013F-HRTimeline
Koss-Olinger Consulting, LLC8,502$1.18M0.09%-10213F-HRTimeline
2UniFi Bank8,488$1.18M0.56%-3513F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC8,487$1.18M0.02%-3313F-HRTimelineGroup
Kingsview Wealth Management, LLC8,430$1.17M0.02%+3613F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA8,400$1.17M0.73%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…8,377$1.17M0.02%+2,17513F-HRTimeline
Harbour Trust & Investment Management Co8,201$1.14M0.12%-78613F-HRTimeline
Seven Springs Wealth Group, LLC8,192$1.14M0.33%013F-HRTimeline
Quantinno Capital Management LP8,133$1.13M<0.01%+54513F-HRTimeline
Agate Pass Investment Management, LLC8,131$1.13M0.42%-6013F-HRTimeline
Caprock Group, LLC8,044$1.12M0.02%-5613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC8,016$1.12M0.37%+14013F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,002$1.11M0.04%-12813F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.8,002$1.11M0.02%013F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC7,909$1.11M0.18%+913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…7,937$1.1M0.07%-1,12513F-HRTimeline
Raab & Moskowitz Asset Management LLC7,926$1.1M0.24%013F-HRTimeline
Ausdal Financial Partners, Inc.7,909$1.1M0.05%-8813F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC7,880$1.1M<0.01%-24613F-HRTimelineGroup
Thomasville National Bank7,855$1.09M0.07%013F-HRTimeline
Cove Private Wealth, LLC7,818$1.09M0.32%013F-HRTimeline
RWA WEALTH PARTNERS, LLC7,788$1.08M0.01%+4813F-HRTimeline
Mathes Company, Inc.7,740$1.08M0.38%013F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC7,709$1.07M0.49%-52813F-HRTimeline
American State Bank (Iowa)7,690$1.07M0.51%013F-HRTimeline
Reality Financial Planning Services, LLC7,642$1.06M1.02%13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,600$1.06M<0.01%-67913F-HRTimelineGroup
DIVERSIFIED TRUST CO7,571$1.05M0.02%-22513F-HRTimeline
BIP Wealth, LLC7,551$1.05M0.04%+3,03813F-HRTimeline
Vawter Financial, Ltd.7,500$1.04M0.44%013F-HR/ATimeline
Serenity Investment Advisors7,259$1.04M0.61%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,449$1.04M0.03%+26513F-HRTimelineGroup
Compass Ion Advisors, LLC7,430$1.03M0.1%-2,11613F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC7,385$1.03M0.17%13F-HRTimeline
Mission Creek Capital Partners, Inc.7,308$1.02M0.21%-78713F-HRTimeline
Retirement Planning Group, LLC7,300$1.02M0.03%+76413F-HRTimeline
BCS Private Wealth Management, Inc.7,290$1.01M0.35%013F-HRTimeline
B. Riley Wealth Advisors, Inc.7,283$1.01M0.05%-17313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,261$1.01M0.06%-41113F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP7,151$995K0.01%-47513F-HRTimelineGroup
Calamos Wealth Management LLCin group Calamos Advisors LLC7,150$995K0.03%-22213F-HRTimelineGroup
Curbstone Financial Management Corp7,150$995K0.19%013F-HRTimeline
O'Brien Wealth Partners LLC7,133$993K0.13%+4013F-HRTimeline
Curi Capital, LLC7,039$980K0.02%+81313F-HRTimeline
Kentucky Trust Co7,005$975K0.52%-29513F-HRTimeline
Forza Wealth Management, LLC7,000$974K0.35%013F-HRTimeline
AMG National Trust Bank6,970$970K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC6,927$964K0.07%+213F-HRTimeline
Integrated Wealth Concepts LLC6,925$964K0.01%-15,30913F-HRTimeline
Buck Wealth Strategies, LLC6,909$961K0.12%-7,99513F-HRTimeline
Astoria Portfolio Advisors LLC.6,165$954K0.22%+80313F-HRTimeline
STAR Financial Bank6,849$953K0.49%-43213F-HRTimeline
Mosaic Advisors LLC6,829$950K1.83%new13F-HRTimeline
American Institute for Advanced Investm…6,825$950K0.61%-36013F-HRTimeline
RMR Wealth Builders6,809$947K0.08%013F-HRTimeline
Martin Capital Partners, LLC6,673$929K0.35%+2,22113F-HRTimeline
NORDEN GROUP LLC6,675$929K0.09%-36013F-HRTimeline
Madrid Wealth Management, LLC6,663$927K0.75%13F-HRTimeline
BOK Financial Private Wealth, Inc.6,623$922K0.06%-32313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,616$921K0.02%-41213F-HRTimelineGroup
Alpha Cubed Investments, LLC6,583$916K0.03%-58413F-HRTimeline
EVOKE WEALTH, LLC6,579$916K0.02%013F-HRTimeline
Intrua Financial, LLC6,534$909K0.1%-4513F-HRTimeline
Greenhouse Wealth Management, LLC6,493$904K0.53%+2113F-HRTimeline
Signal Advisors Wealth, LLC6,444$897K0.07%+2,59313F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT6,369$886K0.01%+9813F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …6,368$886K0.15%+32613F-HRTimelineGroup
PEOPLES BANK /OH6,314$879K0.55%-413F-HRTimeline
IFP Advisors, Inc6,271$873K0.02%+1,87113F-HRTimeline
Indivisible Partners6,198$863K0.09%13F-HRTimeline
Glassman Wealth Services6,195$862K0.12%+19213F-HRTimeline
JMG Financial Group, Ltd.6,176$859K0.02%+4,02213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,174$859K0.05%+3,46613F-HRTimeline
GEN Financial Management, INC.6,163$858K0.54%+14613F-HRTimeline
HAZLETT, BURT & WATSON, INC.6,156$857K0.27%+1,08013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC6,147$855K0.1%-613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.6,116$851K<0.01%new13F-HRTimelineGroup
AlphaStar Capital Management, LLC6,097$848K0.06%+24313F-HRTimeline
SEMITAM BONAM LLC6,090$847K0.71%013F-HRTimeline
HHM Wealth Advisors, LLC6,045$841K0.1%013F-HRTimeline
SIGNATUREFD, LLC6,035$840K0.01%-19013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD6,033$840K<0.01%013F-HRTimelineGroup
NWAM LLC5,752$837K0.05%-6313F-HRTimeline
Heritage Financial Services, LLC6,015$837K0.07%013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA5,956$835K0.02%new13F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC5,995$834K0.13%-40313F-HRTimeline
JFS WEALTH ADVISORS, LLC5,950$828K0.05%013F-HRTimeline
N.E.W. Advisory Services LLC5,941$827K0.06%+3513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,905$822K0.04%-35213F-HRTimelineGroup
SC&H Financial Advisors, Inc.5,898$821K0.13%-6113F-HRTimeline
APPLETON PARTNERS INC/MA5,860$815K0.05%-5513F-HRTimeline
Turtle Creek Wealth Advisors, LLC5,817$809K0.06%013F-HRTimeline
MATHER GROUP, LLC.5,816$809K0.01%+85913F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,772$803K<0.01%13F-HRTimelineGroup
GUYASUTA INVESTMENT ADVISORS INC5,764$802K0.05%-26013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC5,755$801K0.02%+22913F-HRTimeline
Navis Wealth Advisors, LLC5,742$799K0.34%+8313F-HRTimeline
WEDBUSH SECURITIES INC5,719$796K0.02%+2013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…5,679$790K0.01%+2513F-HRTimelineGroup
Payne Capital Management, LLC5,674$790K0.25%-37113F-HRTimeline
Evelyn Partners Group Ltdgroup of 3 filers holding5,654$787K+381Timeline
Interchange Capital Partners, LLC5,653$787K0.15%-11213F-HRTimeline
Ashton Thomas Private Wealth, LLC5,646$786K0.02%+21413F-HRTimeline
GARRISON POINT ADVISORS, LLC5,643$785K0.35%-3013F-HRTimeline
Taylor Financial Group, Inc.5,618$782K0.46%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.5,200$773K0.72%13F-HRTimeline
Glen Eagle Advisors, LLC5,535$770K0.1%-54113F-HRTimeline
United Bank5,495$765K0.26%-113F-HRTimeline
Moors & Cabot, Inc.5,467$761K0.03%-93713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,463$760K0.01%+24413F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…5,430$756K0.46%+3513F-HRTimelineGroup
SAXON INTERESTS, INC.5,428$755K0.27%013F-HRTimeline
MWA Asset Management5,428$755K0.42%+1813F-HRTimeline
MKT Advisors LLC5,344$752K0.26%-8913F-HRTimeline
OLD NATIONAL BANCORP /IN/5,406$752K0.01%013F-HRTimeline
SevenBridge Financial Group, LLC5,061$742K0.12%+813F-HRTimeline
Cascade Financial Partners, LLC5,322$741K0.08%-8013F-HRTimeline
DECISION INVESTMENTS, INC5,247$730K0.8%13F-HRTimeline
Keating Financial Advisory Services, In…5,206$724K0.1%13F-HRTimeline
Sandy Cove Advisors, LLC5,195$723K0.21%+1313F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…5,192$723K0.21%-81013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC5,185$722K0.18%013F-HRTimeline
NewEdge Wealth, LLC5,171$720K0.01%+14413F-HRTimeline
STOCK YARDS BANK & TRUST CO5,170$719K0.02%-40513F-HRTimeline
Truepoint, Inc.5,169$719K0.02%+1,49213F-HRTimeline
One Capital Management, LLC5,130$714K0.02%-1,53513F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC5,118$712K0.32%-1,62213F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP5,093$709K0.1%-11013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/5,084$707K0.07%-41513F-HRTimeline
One Day In July LLC5,078$707K0.06%013F-HRTimeline
Ransom Advisory, Ltd5,065$705K0.28%new13F-HRTimeline
North Star Investment Management Corp.5,063$705K0.04%+3,40013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,059$704K0.04%-1,34813F-HRTimeline
Keystone Financial Group5,023$699K0.05%-29513F-HRTimeline
BURNS J W & CO INC/NY5,007$697K0.08%-15113F-HRTimeline
Accredited Investors Inc.4,975$692K0.04%013F-HRTimeline
Cambridge Advisors Inc.4,966$691K0.13%-18013F-HRTimeline
Intellus Advisors LLC4,953$689K0.09%013F-HRTimeline
AE Wealth Management LLC4,942$688K<0.01%+66813F-HRTimeline
Princeton Global Asset Management LLC4,887$680K0.11%+2,80413F-HRTimeline
Ferguson Johnson Wealth Management Inc4,887$680K0.57%13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC4,871$678K0.04%-16313F-HRTimeline
Triangle Securities Wealth Management4,853$675K0.14%-6813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Systematic Alpha Investments, LLC4,800$668K0.02%013F-HRTimeline
Kaydan Wealth Management, Inc.4,796$667K0.19%+1013F-HRTimeline
Meridian Wealth Management, LLC4,787$666K0.02%-44613F-HRTimeline
Strategic Blueprint, LLC4,761$663K0.04%-5,76713F-HRTimeline
SMITH, MOORE & CO.4,760$662K0.05%-1,13613F-HRTimeline
Hilton Capital Management, LLC4,750$661K0.05%013F-HRTimeline
Rossmore Private Capital4,745$660K0.06%+25013F-HRTimeline
Disciplined Investments, LLC4,654$648K0.25%013F-HRTimeline
Sageworth Trust Co4,637$645K0.03%013F-HRTimeline
Cassaday & Co Wealth Management LLC4,637$645K0.01%013F-HRTimeline
RFG Advisory, LLC4,620$643K0.01%-50813F-HRTimeline
EHRLICH FINANCIAL GROUP4,592$639K0.36%-11013F-HRTimeline
SACKS & ASSOCIATES, LLC4,589$639K0.47%13F-HRTimeline
Everhart Financial Group, Inc.4,588$638K0.06%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,573$636K0.04%-1,96613F-HRTimeline
Beaumont Financial Advisors, LLC4,562$635K0.04%-4013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC4,560$635K0.01%-8913F-HRTimelineGroup
ALEXANDER LABRUNERIE & CO., INC.4,542$632K0.23%013F-HRTimeline
71 West Capital Partners4,536$631K0.03%13F-HRTimeline
Wedmont Private Capital4,469$628K0.02%+2613F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…4,512$628K0.01%new13F-HRTimelineGroup
Valeo Financial Advisors, LLC4,479$623K0.01%-2,23413F-HRTimeline
WealthBridge Capital Management, LLC4,472$622K0.14%+25013F-HRTimeline
Capital Asset Advisory Services LLC4,373$622K0.03%+2013F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV4,299$621K0.58%13F-HRTimeline
Investment Advisory Group, LLC4,460$621K0.16%013F-HRTimeline
SRH ADVISORS, LLC4,460$621K0.18%013F-HRTimeline
Certified Advisory Corp4,458$620K0.06%-2,14513F-HRTimeline
KWMG, LLC4,440$618K0.05%-17913F-HRTimeline
HBK Sorce Advisory LLC4,025$617K0.01%+913F-HRTimeline
Berkeley, Inc4,432$617K0.2%+313F-HRTimeline
Private Wealth Advisors, LLC4,429$616K0.22%-12213F-HRTimeline
GM Advisory Group, LLC4,398$612K0.02%+2,92113F-HRTimeline