SDY SPDR SERIES TRUST

SHS (fund)

1,175 managers (1,193 13F filers) reported a position in SDY shares at 2024-12-31, 67,155,194 shares in all. 64 filers opened a position and 84 filers sold out during the quarter.

Managers: 1,175
13F filers: 1,193
New: 64
Added: 349
Reduced: 384
Sold out: 84
Shares held by filers: 67,155,194

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…	4,415	$583K	0.44%		13F-HR/A Timeline Group
SENTINEL PENSION ADVISORS, LLC	4,409	$582K	0.11%	-4,079	13F-HR Timeline
Missouri Trust & Investment Co	4,397	$581K	0.2%	+547	13F-HR Timeline
Hilton Capital Management, LLC	4,390	$580K	0.05%	new	13F-HR Timeline
JAMES INVESTMENT RESEARCH, INC.	4,370	$577K	0.07%	0	13F-HR Timeline
Key Financial Inc	4,309	$569K	0.13%	0	13F-HR Timeline
Wedmont Private Capital	4,378	$564K	0.03%	+200	13F-HR Timeline
Valeo Financial Advisors, LLC	4,251	$562K	0.02%	+10	13F-HR Timeline
Compound Planning, Inc.	4,249	$561K	0.03%	+199	13F-HR Timeline
VestGen Investment Management	4,230	$559K	0.15%	new	13F-HR Timeline
SUTTON PLACE INVESTORS LLC	4,224	$558K	0.32%	0	13F-HR Timeline
TRUSTMARK BANK TRUST DEPARTMENT	4,204	$555K	0.04%	0	13F-HR Timeline
Beacon Bridge Wealth Partners, LLC	4,202	$555K	0.24%	-828	13F-HR Timeline
Ellis Investment Partners, LLC	4,200	$555K	0.11%	+10	13F-HR Timeline
Emprise Bank	4,181	$552K	0.31%	-69	13F-HR Timeline
Magnus Financial Group LLC	4,180	$552K	0.05%	-56	13F-HR Timeline
Ransom Advisory, Ltd	4,170	$551K	0.25%	-200	13F-HR Timeline
MATHER GROUP, LLC.	4,161	$550K	0.01%	+1	13F-HR Timeline
Holistic Financial Partners	4,159	$549K	0.27%	-11	13F-HR Timeline
Rossmore Private Capital	4,155	$549K	0.07%	0	13F-HR Timeline
WealthBridge Capital Management, LLC	4,120	$544K	0.15%	-70	13F-HR Timeline
Jacobi Capital Management LLC	4,110	$543K	0.04%	-132	13F-HR Timeline
Fulton Bank, N.A.	3,919	$542K	0.02%	+1,769	13F-HR Timeline
Walkner Condon Financial Advisors LLC	4,070	$538K	0.11%	0	13F-HR Timeline
HENGEHOLD CAPITAL MANAGEMENT LLC	4,059	$536K	0.05%	-63	13F-HR Timeline
My Legacy Advisors, LLC	4,064	$536K	0.21%	-262	13F-HR Timeline
FAS Wealth Partners, Inc.	4,044	$534K	0.04%	-386	13F-HR Timeline
HBK Sorce Advisory LLC	4,028	$532K	0.02%	+56	13F-HR Timeline
Canal Capital Management, LLC	4,016	$531K	0.09%	+38	13F-HR Timeline
Ashford Advisors, LLC	4,000	$528K	0.12%	0	13F-HR Timeline
CENTAURUS FINANCIAL, INC.	3,990	$527K	0.03%	+198	13F-HR Timeline
Texas Capital Bank Wealth Management Se…	3,946	$521K	0.05%	0	13F-HR Timeline
Mayflower Financial Advisors, LLC	3,944	$521K	0.08%	-89	13F-HR Timeline
BESSEMER GROUP INCin group BESSEMER GROUP INC	3,938	$520K	<0.01%	-375	13F-HR Timeline Group
YHB Investment Advisors, Inc.	3,929	$519K	0.04%	-62	13F-HR Timeline
EQUITABLE TRUST CO	3,928	$519K	0.03%	new	13F-HR Timeline
TruNorth Capital Management, LLC	3,921	$518K	0.14%	+3,229	13F-HR Timeline
Trademark Financial Management, LLC	3,919	$518K	0.41%	-2,074	13F-HR Timeline
Rodgers & Associates, LTD	3,907	$516K	0.06%	0	13F-HR Timeline
Resolute Wealth Strategies, LLC	3,896	$515K	0.26%	+20	13F-HR Timeline
Avior Wealth Management, LLC	3,865	$511K	0.02%	+832	13F-HR Timeline
Performance Wealth Partners, LLC	3,862	$510K	0.02%	-209	13F-HR Timeline
Global Financial Private Client, LLC	3,854	$509K	0.19%	0	13F-HR Timeline
MATRIX ASSET ADVISORS INC/NY	3,852	$509K	0.06%	+3	13F-HR Timeline
Veltria Advisors Corp.	3,835	$507K	0.21%	0	13F-HR Timeline
Gerber Kawasaki Wealth & Investment Man…	3,816	$504K	0.02%	+20	13F-HR Timeline
PARAGON FINANCIAL PARTNERS, INC.	3,807	$503K	0.38%	-1,145	13F-HR Timeline
Robertson Stephens Wealth Management, L…	3,794	$501K	0.02%	+194	13F-HR Timeline
Gladstone Institutional Advisory LLC	3,790	$501K	0.02%	+940	13F-HR Timeline
FIRST CITIZENS BANK & TRUST CO	3,773	$498K	0.01%	-458	13F-HR Timeline
MCF Advisors LLC	3,765	$497K	0.03%	-51	13F-HR Timeline
LRI Investments, LLC	3,743	$494K	0.05%	0	13F-HR Timeline
Selective Wealth Management, Inc.	3,771	$494K	0.2%	+1	13F-HR Timeline
MATRIX PRIVATE CAPITAL GROUP LLC	3,741	$494K	0.28%	0	13F-HR Timeline
O'ROURKE & COMPANY, Inc	3,239	$494K	0.24%	-388	13F-HR Timeline
Main Street Financial Solutions, LLC	3,737	$494K	0.05%	-3	13F-HR Timeline
Kapstone Financial Advisors LLC	3,663	$490K	0.26%	0	13F-HR Timeline
Indiana Trust & Investment Management Co	3,705	$489K	0.17%	-285	13F-HR Timeline
ADAMSBROWN WEALTH CONSULTANTS LLC	3,691	$488K	0.17%	-1,017	13F-HR Timeline
Mill Creek Capital Advisors, LLC	3,689	$487K	0.01%	0	13F-HR Timeline
Ullmann Wealth Partners Group, LLC	3,687	$487K	0.06%	0	13F-HR Timeline
Truepoint, Inc.	3,677	$486K	0.01%	0	13F-HR Timeline
Pure Financial Advisors, LLC	3,666	$484K	0.01%	+1,157	13F-HR Timeline
M3 Advisory Group, LLC	3,634	$480K	0.34%	-19	13F-HR Timeline
BIP Wealth, LLC	3,631	$480K	0.03%	0	13F-HR Timeline
Nadler Financial Group, Inc.	3,620	$478K	0.05%	+3	13F-HR Timeline
Crewe Advisors LLC	3,579	$473K	0.07%	-35	13F-HR Timeline
UNIONVIEW, LLC	3,552	$469K	0.34%	+23	13F-HR Timeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC	3,526	$466K	0.11%	0	13F-HR Timeline Group
PRIVATE MANAGEMENT GROUP INC	3,519	$465K	0.02%	0	13F-HR Timeline
LJI Wealth Management, LLC	3,514	$464K	0.09%	+5	13F-HR Timeline
Pinnacle Financial Group, LLC / IL	3,505	$463K	0.18%	+125	13F-HR Timeline
TFB Advisors LLC	3,503	$463K	0.13%	+1,296	13F-HR Timeline
WEST PACES ADVISORS INC.	3,502	$463K	0.11%	0	13F-HR Timeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC	3,500	$462K	<0.01%	-2,500	13F-HR Timeline Group
COMMERCE BANKin group COMMERCE BANK	3,459	$457K	<0.01%	0	13F-HR Timeline Group
Washington Trust Advisors, Inc.	3,455	$456K	0.04%	0	13F-HR Timeline
Arkos Global Advisors	3,442	$455K	0.07%	-12	13F-HR Timeline
AIRE ADVISORS, LLC	3,438	$454K	0.09%	new	13F-HR Timeline
BSW Wealth Partners	3,424	$452K	0.07%	new	13F-HR Timeline
Fortitude Family Office, LLC	3,418	$452K	0.16%	0	13F-HR Timeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …	3,486	$449K	0.02%	-1,400	13F-HR Timeline Group
BALDWIN WEALTH PARTNERS LLC/MA	3,380	$446K	0.03%	0	13F-HR Timeline
DHJJ Financial Advisors, Ltd.	3,377	$446K	0.17%	-278	13F-HR Timeline
U.S. Capital Wealth Advisors, LLC	3,359	$444K	0.01%	0	13F-HR Timeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…	3,342	$441K	0.18%	new	13F-HR Timeline
Financially Speaking Inc	3,327	$439K	0.3%		13F-HR Timeline
Simplicity Wealth,LLC	3,323	$439K	0.09%	0	13F-HR Timeline
Acropolis Investment Management, LLC	3,322	$439K	0.03%	-425	13F-HR Timeline
NOVUS ADVISORS, LLC	3,316	$438K	0.44%		13F-HR Timeline
Values Added Financial LLC	3,312	$438K	0.25%	new	13F-HR Timeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.	3,310	$437K	0.01%	0	13F-HR Timeline Group
Serenus Wealth Advisors, LLC	3,306	$437K	0.08%		13F-HR Timeline
HTG Investment Advisors, Inc.	3,288	$434K	0.2%	0	13F-HR Timeline
Quadcap Wealth Management, LLC	3,288	$434K	0.06%	-1	13F-HR Timeline
Plante Moran Financial Advisors, LLC	3,281	$433K	0.04%	0	13F-HR Timeline
M1 Capital Management LLC	3,271	$432K	0.23%		13F-HR Timeline
JMAC ENTERPRISES LLC	3,262	$431K	0.07%	+1	13F-HR Timeline
Secure Asset Management, LLC	3,246	$429K	0.07%	+124	13F-HR Timeline
Archer Investment Corp	3,241	$428K	0.11%	-32	13F-HR Timeline
SAWGRASS ASSET MANAGEMENT LLC	3,240	$428K	0.05%	-274	13F-HR Timeline
Round Rock Advisors LLC	3,237	$428K	0.09%	-315	13F-HR Timeline
Atlas Private Wealth Advisors	3,218	$425K	0.06%	-220	13F-HR Timeline
GHP Investment Advisors, Inc.	3,213	$424K	0.02%	+45	13F-HR Timeline
Per Stirling Capital Management, LLC.	3,208	$424K	0.06%	-60	13F-HR Timeline
BOSTON FAMILY OFFICE LLC	3,192	$422K	0.03%	0	13F-HR Timeline
DUNCKER STREETT & CO INC	3,179	$420K	0.08%	0	13F-HR Timeline
First Heartland Consultants, Inc.	3,167	$418K	0.04%	-515	13F-HR Timeline
Lakewood Asset Management LLC	3,156	$417K	0.29%	0	13F-HR Timeline
Clarity Wealth Advisors, LLC	3,155	$417K	0.11%	+641	13F-HR Timeline
Smith & Howard Wealth Management, LLC	3,151	$416K	0.12%	0	13F-HR Timeline
Mascagni Wealth Management, Inc.	3,042	$413K	0.41%		13F-HR/A Timeline
HUB Investment Partners, LLC	3,116	$412K	0.02%	-92	13F-HR Timeline
BARTLETT & CO. WEALTH MANAGEMENT LLC	3,111	$411K	0.01%	0	13F-HR Timeline
WORLD EQUITY GROUP, INC.	3,104	$410K	0.09%	new	13F-HR Timeline
Curi Capital, LLC	3,103	$410K	0.01%	0	13F-HR Timeline
Vestmark Advisory Solutions, Inc.	3,098	$409K	0.01%	+778	13F-HR Timeline
Creekside Partners	3,076	$406K	0.21%	+1,012	13F-HR Timeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC	3,065	$405K	0.01%	+24	13F-HR Timeline Group
Martin Capital Partners, LLC	3,045	$402K	0.48%	new	13F-HR Timeline
Berger Financial Group, Inc	3,027	$400K	0.03%	-38	13F-HR Timeline
WESCAP Management Group, Inc.	3,013	$398K	0.1%	0	13F-HR Timeline
SCHNIEDERS CAPITAL MANAGEMENT LLC	3,006	$397K	0.08%	+110	13F-HR Timeline
King Wealth Management Group	2,997	$396K	0.06%	0	13F-HR Timeline
EPG Wealth Management LLC	2,998	$396K	0.1%	-200	13F-HR Timeline
Blue Trust, Inc.	2,996	$396K	0.01%	-234	13F-HR/A Timeline
Midwest Financial Group LLC	2,982	$394K	0.23%	new	13F-HR Timeline
Asset Dedication, LLC	2,978	$393K	0.03%	0	13F-HR Timeline
Veridan Wealth LLC	2,918	$391K	0.18%		13F-HR Timeline
Harfst & Associates, Inc.	2,955	$390K	0.08%	0	13F-HR Timeline
Foster Group, Inc.	2,936	$388K	0.01%	0	13F-HR Timeline
Legacy Trust	2,928	$387K	0.09%	0	13F-HR Timeline
Stonebridge Financial Group, LLC	2,915	$385K	0.04%		13F-HR Timeline
River Wealth Advisors LLC	2,899	$383K	0.05%	0	13F-HR Timeline
SBI Securities Co., Ltd.	2,892	$382K	0.01%		13F-HR Timeline
Heartwood Wealth Advisors LLC	2,859	$378K	0.04%	-151	13F-HR Timeline
New Hampshire Trust	2,836	$375K	0.08%	0	13F-HR Timeline
NTV Asset Management LLC	2,827	$373K	0.05%	0	13F-HR Timeline
BOSTON FINANCIAL MANGEMENT LLC	2,809	$371K	0.01%	0	13F-HR Timeline
My Personal CFO, LLC	2,800	$370K	0.19%	0	13F-HR Timeline
Bay Colony Advisory Group, Inc d/b/a Ba…	2,783	$368K	0.05%	-170	13F-HR Timeline
Fortis Capital Advisors, LLC	2,626	$367K	0.13%	0	13F-HR Timeline
SALEM INVESTMENT COUNSELORS INC	2,780	$367K	0.01%	0	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
HOGE FINANCIAL SERVICES, LLC	2,774	$366K	0.27%	-149	13F-HR Timeline
Gen-Wealth Partners Inc	2,757	$364K	0.16%	0	13F-HR Timeline
Key Client Fiduciary Advisors, LLC	2,752	$364K	0.16%	+32	13F-HR Timeline
Maridea Wealth Management LLC	2,751	$363K	0.12%		13F-HR Timeline
EAGLE GLOBAL ADVISORS LLC	2,736	$361K	0.01%	-100	13F-HR Timeline
Bison Wealth, LLC	2,728	$360K	0.08%	+6	13F-HR Timeline
RIDGECREST WEALTH PARTNERS, LLC	2,724	$360K	0.2%	0	13F-HR Timeline
ALBION FINANCIAL GROUP /UT	2,715	$359K	0.02%	-560	13F-HR Timeline
YANKCOM Partnership	2,715	$359K	0.19%		13F-HR Timeline
AMERICAN NATIONAL BANK & TRUST	2,701	$357K	0.04%	-450	13F-HR Timeline
S.E.E.D. Planning Group LLC	2,687	$355K	0.12%	0	13F-HR Timeline
Pictet North America Advisors SA	2,682	$354K	0.03%	0	13F-HR Timeline
TITLEIST ASSET MANAGEMENT, LLC	2,663	$352K	0.04%	+234	13F-HR Timeline
Shared Vision Wealth Group LLC	2,653	$350K	0.18%	0	13F-HR Timeline
LBMC INVESTMENT ADVISORS, LLC	2,651	$350K	0.03%	+3	13F-HR Timeline
DELTA CAPITAL MANAGEMENT LLC	2,650	$350K	0.2%	new	13F-HR Timeline
Realta Investment Advisors	2,649	$349K	0.14%	+647	13F-HR Timeline
SkyOak Wealth, LLC	2,641	$349K	0.07%	-144	13F-HR Timeline
Provident Wealth Management, LLC	2,635	$348K	0.12%	+12	13F-HR Timeline
Tennessee Valley Asset Management Partn…	2,633	$348K	0.06%	-196	13F-HR Timeline
CGN Advisors LLC	2,626	$347K	0.03%	+4	13F-HR Timeline
KANAWHA CAPITAL MANAGEMENT LLC	2,618	$346K	0.03%	-100	13F-HR Timeline
WOODMONT INVESTMENT COUNSEL LLC	2,603	$344K	0.03%	+11	13F-HR Timeline
United Advisor Group, LLC	2,593	$343K	0.07%	-38	13F-HR Timeline
EXENCIAL WEALTH ADVISORS, LLC	2,583	$341K	0.01%	-347	13F-HR Timeline
PHILADELPHIA TRUST CO	2,580	$341K	0.03%	0	13F-HR Timeline
GEM Asset Management, LLC	2,573	$340K	0.19%	-568	13F-HR Timeline
GRIES FINANCIAL LLC	2,570	$339K	0.06%	0	13F-HR Timeline
Berkshire Money Management, Inc.	2,570	$339K	0.04%	new	13F-HR Timeline
Pettinga Financial Advisors LLC	2,560	$338K	0.08%	new	13F-HR Timeline
Vertex Planning Partners, LLC	2,546	$336K	0.07%	+149	13F-HR Timeline
PATTEN & PATTEN INC/TN	2,544	$336K	0.02%	0	13F-HR Timeline
Capital Investment Advisory Services, L…	2,535	$335K	0.03%	0	13F-HR Timeline
Wealth Advisory Solutions, LLC	2,531	$334K	0.09%	+24	13F-HR Timeline
McCarthy & Cox	2,526	$334K	0.12%	+1	13F-HR Timeline
Pine Valley Investments Ltd Liability Co	2,525	$334K	0.02%	+2	13F-HR Timeline
TSFG, LLC	2,521	$333K	0.07%	0	13F-HR Timeline
BXM Wealth LLC	2,520	$333K	0.47%		13F-HR Timeline
Premier Path Wealth Partners, LLC	2,517	$332K	0.05%	+1,097	13F-HR Timeline
Clarius Group, LLC	2,509	$331K	0.02%	0	13F-HR Timeline
Eldridge Investment Advisors, Inc.	2,500	$330K	0.08%	0	13F-HR Timeline
Cypress Capital Groupin group Cypress Capital Group	2,495	$330K	0.04%	-2,319	13F-HR Timeline Group
BECK MACK & OLIVER LLC	2,483	$328K	0.01%	0	13F-HR Timeline
MidAtlantic Capital Management, Inc.	2,479	$327K	0.24%	0	13F-HR Timeline
Hoffman, Alan N Investment Management	2,471	$326K	0.15%	0	13F-HR Timeline
INSIGNEO ADVISORY SERVICES, LLC	2,470	$326K	0.03%	+609	13F-HR Timeline
Mainstream Capital Management LLC	2,470	$326K	0.23%	+7	13F-HR Timeline
Callan Capital, LLC	2,469	$326K	0.02%	+43	13F-HR Timeline
Capasso Planning Partners LLC	2,466	$326K	0.13%	-954	13F-HR Timeline
Ignite Planners, LLC	2,445	$322K	0.07%	new	13F-HR Timeline
Oak Asset Management, LLC	2,425	$320K	0.12%	0	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	2,425	$320K	<0.01%	-31	13F-HR Timeline
John W. Brooker & Co., CPAs	2,420	$320K	0.14%	-445	13F-HR Timeline
Evercore Wealth Management, LLC	2,407	$318K	<0.01%	0	13F-HR Timeline
TCTC Holdings, LLCin group TCTC Holdings, LLC	2,399	$317K	0.01%	0	13F-HR Timeline Group
Cutter & CO Brokerage, Inc.	2,394	$316K	0.08%	-8	13F-HR Timeline
Greenwich Wealth Management LLC	2,387	$315K	0.02%	+41	13F-HR Timeline