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Disclosery

SDY SPDR SERIES TRUST

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SHS (fund)

1,223 managers (1,243 13F filers) reported a position in SDY shares at 2026-03-31, 63,461,045 shares in all. 70 filers opened a position and 52 filers sold out during the quarter.

Managers
1,223
13F filers
1,243
New
70
Added
358
Reduced
446
Sold out
52
Shares held by filers
63,461,045

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Pacific Sun Financial Corp8,993$1.31M0.64%-9513F-HRTimeline
Sage Mountain Advisors LLC8,985$1.31M0.09%013F-HRTimeline
MPS Loria Financial Planners, LLC8,943$1.31M0.34%-26513F-HRTimeline
Coastline Trust Co8,859$1.29M0.13%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Geneos Wealth Management Inc.8,841$1.29M0.03%-5813F-HRTimeline
Canal Capital Management, LLC8,799$1.28M0.17%-9813F-HRTimeline
High Net Worth Advisory Group LLC8,777$1.28M0.3%+813F-HRTimeline
Zhang Financial LLC8,747$1.28M0.04%+1513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC8,744$1.28M<0.01%+86413F-HRTimelineGroup
Lansing Street Advisors8,723$1.27M0.32%-30813F-HRTimeline
Fort Point Capital Partners LLC8,702$1.27M0.17%+5213F-HRTimeline
Weaver Consulting Group8,691$1.27M0.3%-5913F-HRTimeline
Rathbones Group PLC8,675$1.27M0.01%013F-HR/ATimeline
Centennial Bank/AR/in group Centennial Bank/AR/8,650$1.26M0.45%-5,50513F-HRTimelineGroup
Westmount Partners, LLC8,640$1.26M0.31%+1413F-HRTimeline
Blue Fin Capital, Inc.8,580$1.25M0.21%-2013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC8,563$1.25M0.53%-27713F-HRTimeline
PINNACLE ASSOCIATES LTD8,553$1.25M0.02%-62113F-HRTimeline
Golden State Wealth Management, LLC8,536$1.25M0.14%-8313F-HRTimeline
Richwood Investment Advisors, LLC8,332$1.22M0.94%-47513F-HRTimeline
Freedom Financial Partners LLC8,254$1.21M0.43%-58913F-HRTimeline
2UniFi Bank8,246$1.2M0.58%-24213F-HRTimeline
Seven Springs Wealth Group, LLC8,192$1.2M0.28%013F-HRTimeline
Kingsview Wealth Management, LLC8,162$1.19M0.02%-26813F-HRTimeline
Harbour Trust & Investment Management Co8,121$1.19M0.13%-8013F-HRTimeline
Caprock Group, LLC8,044$1.17M0.03%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.8,002$1.17M0.03%013F-HRTimelineGroup
Agate Pass Investment Management, LLC7,980$1.16M0.46%-15113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…7,938$1.16M0.07%+113F-HRTimeline
Raab & Moskowitz Asset Management LLC7,933$1.16M0.26%+713F-HRTimeline
Ausdal Financial Partners, Inc.7,816$1.14M0.05%-9313F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC7,800$1.14M0.51%+9113F-HRTimeline
RWA WEALTH PARTNERS, LLC7,775$1.13M0.01%-1313F-HRTimeline
Mathes Company, Inc.7,740$1.13M0.41%013F-HRTimeline
American State Bank (Iowa)7,690$1.12M0.54%013F-HRTimeline
Roger Wittlin Investment Advisory, LLC7,623$1.11M0.91%-2,51513F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC7,474$1.11M0.17%-43513F-HRTimeline
DIVERSIFIED TRUST CO7,541$1.1M0.02%-3013F-HRTimeline
Vawter Financial, Ltd.7,500$1.09M0.46%013F-HR/ATimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,489$1.09M0.04%-51313F-HRTimelineGroup
Compass Ion Advisors, LLC7,462$1.09M0.1%+3213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC7,415$1.08M0.03%-1,65513F-HRTimelineGroup
BIP Wealth, LLC7,400$1.08M0.04%-15113F-HRTimeline
B. Riley Wealth Advisors, Inc.7,447$1.08M0.07%+16413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,354$1.07M0.06%+1,44913F-HRTimelineGroup
Reality Financial Planning Services, LLC7,310$1.07M1.03%-33213F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.7,299$1.07M0.65%-1,27413F-HRTimeline
BCS Private Wealth Management, Inc.7,290$1.06M0.32%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC7,264$1.06M0.18%-12113F-HRTimeline
Retirement Planning Group, LLC7,213$1.05M0.03%-8713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,175$1.05M<0.01%-42513F-HRTimelineGroup
Curbstone Financial Management Corp7,150$1.04M0.2%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,109$1.04M0.02%-34013F-HRTimelineGroup
AMG National Trust Bank7,070$1.03M0.02%+10013F-HRTimeline
Forza Wealth Management, LLC7,000$1.02M0.36%013F-HRTimeline
MATHER GROUP, LLC.6,986$1.02M0.01%+1,17013F-HRTimeline
MidFirst Bank6,978$1.02M0.08%-2,35713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,967$1.02M0.37%-1,04913F-HR/ATimelineGroup
Empirical Financial Services, LLC d.b.a…6,956$1.02M0.02%-1,42113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC6,928$1.01M0.07%+113F-HRTimeline
Parallel Advisors, LLC6,864$1M0.02%+4,27713F-HR/ATimeline
Wealth Care LLC6,858$1M0.89%13F-HRTimeline
American Institute for Advanced Investm…6,850$1000K0.65%+2513F-HRTimeline
RMR Wealth Builders6,827$996K0.08%+1813F-HRTimeline
Addison Capital Co6,770$988K0.18%+3,22113F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP6,724$981K0.01%-42713F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd6,713$980K0.02%-2,22213F-HRTimelineGroup
Koss-Olinger Consulting, LLC6,691$976K0.08%-1,81113F-HRTimeline
NORDEN GROUP LLC6,675$974K0.09%013F-HRTimeline
Kentucky Trust Co6,675$974K0.51%-33013F-HRTimeline
Madrid Wealth Management, LLC6,663$972K0.73%013F-HR/ATimeline
EVOKE WEALTH, LLC6,579$960K0.02%013F-HRTimeline
Astoria Portfolio Advisors LLC.6,460$957K0.2%+29513F-HRTimeline
Curi Capital, LLC6,555$957K0.02%-48413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC6,553$956K<0.01%-15,89413F-HRTimelineGroup
STAR Financial Bank6,541$955K0.45%-30813F-HRTimeline
Greenhouse Wealth Management, LLC6,510$950K0.59%+1713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC6,400$934K<0.01%new13F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT6,369$930K0.01%013F-HR/ATimeline
Investment Management Trust, LLC6,359$928K0.9%13F-HRTimeline
Mission Creek Capital Partners, Inc.6,261$914K0.18%-1,04713F-HRTimeline
N.E.W. Advisory Services LLC6,245$911K0.07%+30413F-HRTimeline
Indivisible Partners6,212$907K0.08%+1413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,203$905K0.05%+2913F-HRTimeline
IFP Advisors, Inc6,175$901K0.02%-9613F-HRTimeline
GEN Financial Management, INC.6,163$899K0.56%013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC6,149$897K0.11%+213F-HRTimeline
SEMITAM BONAM LLC6,090$889K0.73%013F-HRTimeline
HHM Wealth Advisors, LLC6,070$886K0.1%+2513F-HRTimeline
HAZLETT, BURT & WATSON, INC.6,053$882K0.28%-10313F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …6,042$882K0.14%-32613F-HRTimelineGroup
SIGNATUREFD, LLC6,042$882K0.01%+713F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD6,033$880K<0.01%013F-HRTimelineGroup
Serenity Investment Advisors5,860$879K0.41%-1,39913F-HRTimeline
Glassman Wealth Services6,003$876K0.12%-19213F-HRTimeline
Intrua Financial, LLC5,970$871K0.09%-56413F-HRTimeline
BOK Financial Private Wealth, Inc.5,961$870K0.05%-66213F-HRTimeline
JFS WEALTH ADVISORS, LLC5,951$868K0.05%+113F-HRTimeline
LaSalle St. Investment Advisors, LLC5,938$867K0.12%-5713F-HRTimeline
Altus Wealth Group LLC5,938$867K0.36%-2,86313F-HRTimeline
Navis Wealth Advisors, LLC5,904$862K0.44%+16213F-HRTimeline
SC&H Financial Advisors, Inc.5,900$861K0.13%+213F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA5,956$861K0.03%013F-HRTimelineGroup
Sunpointe, LLC5,826$850K0.28%new13F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…5,820$849K0.52%+39013F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC5,779$843K0.02%+2413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,772$842K<0.01%013F-HRTimelineGroup
GUYASUTA INVESTMENT ADVISORS INC5,764$841K0.05%013F-HRTimeline
NewEdge Wealth, LLC5,751$839K0.01%+58013F-HRTimeline
PEOPLES BANK /OH5,738$837K0.51%-57613F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…5,707$833K0.01%+2813F-HRTimelineGroup
NWAM LLC5,667$827K0.05%-8513F-HRTimeline
Conservest Capital Advisors, Inc.5,632$822K0.07%-3,53813F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding5,624$821K+1,916Timeline
HRT FINANCIAL LP5,585$815K<0.01%new13F-HRTimeline
MWA Asset Management5,581$815K0.45%+15313F-HR/ATimeline
WEDBUSH SECURITIES INC5,572$813K0.02%-14713F-HRTimeline
Ashton Thomas Private Wealth, LLC5,570$813K0.02%-7613F-HRTimeline
GARRISON POINT ADVISORS, LLC5,559$811K0.37%-8413F-HRTimeline
TRUST CO OF TOLEDO NA /OH/5,558$811K0.08%+47413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,534$808K0.01%+7113F-HRTimeline
Dickmeyer Boyce Financial Management, I…5,497$802K0.47%13F-HRTimeline
Moors & Cabot, Inc.5,478$799K0.03%+1113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,469$798K0.07%-1,79213F-HRTimelineGroup
Evelyn Partners Group Ltdgroup of 3 filers holding5,454$796K-200Timeline
SAXON INTERESTS, INC.5,428$792K0.27%013F-HRTimeline
EHRLICH FINANCIAL GROUP5,421$791K0.45%+82913F-HRTimeline
Taylor Financial Group, Inc.5,408$789K0.48%-21013F-HRTimeline
OLD NATIONAL BANCORP /IN/5,406$789K0.01%013F-HRTimeline
Cascade Financial Partners, LLC5,396$787K0.08%+7413F-HRTimeline
Glen Eagle Advisors, LLC5,391$787K0.11%-14413F-HRTimeline
United Bank5,361$782K0.26%-13413F-HRTimeline
MKT Advisors LLC5,295$771K0.26%-4913F-HRTimeline
DECISION INVESTMENTS, INC5,247$766K0.87%013F-HRTimeline
Signal Advisors Wealth, LLC5,201$759K0.05%-1,24313F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.5,200$759K0.73%013F-HRTimeline
Sandy Cove Advisors, LLC5,191$758K0.23%-413F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC5,185$757K0.21%013F-HRTimeline
AlphaStar Capital Management, LLC5,163$753K0.06%-93413F-HRTimeline
Interchange Capital Partners, LLC5,522$749K0.24%-13113F-HRTimeline
SevenBridge Financial Group, LLC5,057$744K0.12%-413F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP5,093$743K0.11%013F-HRTimeline
One Capital Management, LLC5,086$742K0.02%-4413F-HRTimeline
One Day In July LLC5,078$741K0.06%013F-HRTimeline
North Star Investment Management Corp.5,063$739K0.04%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …5,050$737K0.04%new13F-HRTimelineGroup
CAMBRIDGE CAPITAL MANAGEMENT, LLC5,036$735K0.32%-8213F-HRTimeline
Keystone Financial Group5,026$734K0.05%+313F-HRTimeline
Kaydan Wealth Management, Inc.5,003$730K0.24%+20713F-HRTimeline
STOCK YARDS BANK & TRUST CO4,995$729K0.02%-17513F-HRTimeline
Cambridge Advisors Inc.4,966$725K0.14%013F-HRTimeline
TUDOR INVESTMENT CORP ET AL4,954$723K<0.01%new13F-HRTimeline
Intellus Advisors LLC4,953$723K0.1%013F-HRTimeline
Accredited Investors Inc.4,945$722K0.04%-3013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…4,932$720K0.21%-26013F-HRTimeline
Ferguson Johnson Wealth Management Inc4,887$713K0.58%013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC4,855$708K0.03%+2,20013F-HRTimelineGroup
AE Wealth Management LLC4,835$706K<0.01%-10713F-HRTimeline
Systematic Alpha Investments, LLC4,800$701K0.02%013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…4,797$700K0.02%+28513F-HRTimelineGroup
Meridian Wealth Management, LLC4,757$694K0.02%-3013F-HRTimeline
BURNS J W & CO INC/NY4,748$693K0.08%-25913F-HRTimeline
Rossmore Private Capital4,745$692K0.06%013F-HRTimeline
Blue Trust, Inc.4,725$690K0.01%+37013F-HRTimeline
SMITH, MOORE & CO.4,716$688K0.05%-4413F-HRTimeline
APPLETON PARTNERS INC/MA4,715$688K0.05%-1,14513F-HRTimeline
Triangle Securities Wealth Management4,689$684K0.16%-16413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Keating Financial Advisory Services, In…4,688$684K0.11%-51813F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,682$683K0.17%new13F-HRTimeline
Beacon Bank & Trust4,662$680K0.14%+83813F-HRTimeline
LexAurum Advisors, LLC4,657$680K0.09%13F-HRTimeline
Disciplined Investments, LLC4,654$679K0.24%013F-HRTimeline
Sageworth Trust Co4,637$677K0.03%013F-HRTimeline
Cassaday & Co Wealth Management LLC4,637$677K0.01%013F-HRTimeline
RFG Advisory, LLC4,626$675K0.01%+613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,603$671K0.04%-45613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC4,591$670K0.02%+3,07313F-HRTimeline
Everhart Financial Group, Inc.4,588$670K0.06%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,577$667K0.05%+413F-HRTimeline
SENTINEL PENSION ADVISORS, LLC4,547$664K0.1%+17313F-HRTimeline
71 West Capital Partners4,536$662K0.03%013F-HRTimeline
Strategic Blueprint, LLC4,531$661K0.04%-23013F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.4,494$656K0.25%-4813F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC4,491$655K0.12%+66613F-HRTimeline
KWMG, LLC4,488$655K0.05%+4813F-HRTimeline
Beaumont Financial Advisors, LLC4,486$655K0.04%-7613F-HRTimeline
Investment Advisory Group, LLC4,460$651K0.17%013F-HRTimeline
SRH ADVISORS, LLC4,460$651K0.19%013F-HRTimeline
Private Wealth Advisors, LLC4,442$648K0.18%+1313F-HRTimeline
Berkeley, Inc4,434$647K0.22%+213F-HRTimeline
Buck Wealth Strategies, LLC4,420$645K0.08%-2,48913F-HRTimeline
Joel Adams & Associates, Inc.4,417$645K0.48%+72113F-HRTimeline
GM Advisory Group, LLC4,416$645K0.02%+1813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,392$641K0.04%+40113F-HRTimeline
WealthBridge Capital Management, LLC4,387$640K0.15%-8513F-HRTimeline
Compound Planning, Inc.4,358$636K0.02%+313F-HRTimeline
Certified Advisory Corp4,349$635K0.06%-10913F-HRTimeline
UHLMANN PRICE SECURITIES, LLC4,288$626K0.04%+413F-HRTimeline
Koshinski Asset Management, Inc.4,284$625K0.04%+32913F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC4,242$619K0.05%-12713F-HRTimeline