SDY SPDR SERIES TRUST

SHS (fund)

1,161 managers (1,177 13F filers) reported a position in SDY shares at 2025-03-31, 64,673,503 shares in all. 59 filers opened a position and 67 filers sold out during the quarter.

Managers: 1,161
13F filers: 1,177
New: 59
Added: 322
Reduced: 478
Sold out: 67
Shares held by filers: 64,673,503

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Holistic Financial Partners	4,180	$567K	0.27%	+21	13F-HR Timeline
First National Trust Co	4,178	$567K	0.02%	-1,041	13F-HR Timeline
Astoria Portfolio Advisors LLC.	4,366	$567K	0.19%	-606	13F-HR Timeline
Bond & Devick Financial Network, Inc.	4,168	$566K	0.21%	-145	13F-HR Timeline
Wedmont Private Capital	4,398	$563K	0.03%	+20	13F-HR Timeline
Mill Creek Capital Advisors, LLC	4,149	$563K	0.01%	+460	13F-HR Timeline
Robertson Stephens Wealth Management, L…	4,128	$560K	0.02%	+334	13F-HR Timeline
WealthBridge Capital Management, LLC	4,120	$559K	0.16%	0	13F-HR Timeline
COMMERCE BANKin group COMMERCE BANK	4,079	$553K	<0.01%	+620	13F-HR Timeline Group
FAS Wealth Partners, Inc.	4,056	$550K	0.04%	+12	13F-HR Timeline
My Legacy Advisors, LLC	4,050	$550K	0.21%	-14	13F-HR Timeline
OneAscent Financial Services LLCin group OneAscent Financial Services …	4,045	$548K	0.04%	-1,044	13F-HR Timeline Group
HBK Sorce Advisory LLC	4,036	$548K	0.02%	+8	13F-HR Timeline
Canal Capital Management, LLC	4,028	$546K	0.09%	+12	13F-HR Timeline
Coastal Bridge Advisors, LLC	4,027	$546K	0.05%	+2,131	13F-HR/A Timeline
Beacon Bridge Wealth Partners, LLC	4,025	$546K	0.23%	-177	13F-HR Timeline
Fulton Bank, N.A.	4,020	$545K	0.02%	+101	13F-HR Timeline
Beacon Bank & Trust	4,012	$544K	0.13%	-469	13F-HR Timeline
TRUSTMARK BANK TRUST DEPARTMENT	4,000	$543K	0.04%	-204	13F-HR Timeline
Ashford Advisors, LLC	4,000	$543K	0.14%	0	13F-HR Timeline
YHB Investment Advisors, Inc.	3,980	$540K	0.05%	+51	13F-HR Timeline
Global Trust Asset Management, LLC	3,954	$536K	0.33%	-913	13F-HR Timeline
EQUITABLE TRUST CO	3,928	$533K	0.03%	0	13F-HR Timeline
Mayflower Financial Advisors, LLC	3,914	$531K	0.08%	-30	13F-HR Timeline
Magnus Financial Group LLC	3,883	$527K	0.05%	-297	13F-HR Timeline
Asset Dedication, LLC	3,881	$527K	0.04%	+903	13F-HR Timeline
WEST BANCORPORATION INC	3,868	$525K	0.36%	-1,652	13F-HR Timeline
Global Financial Private Client, LLC	3,854	$523K	0.2%	0	13F-HR Timeline
MATRIX ASSET ADVISORS INC/NY	3,817	$518K	0.06%	-35	13F-HR Timeline
PARAGON FINANCIAL PARTNERS, INC.	3,817	$518K	0.41%	+10	13F-HR Timeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …	3,775	$512K	0.01%	-12,957	13F-HR Timeline Group
MCF Advisors LLC	3,765	$511K	0.04%	0	13F-HR Timeline
TruNorth Capital Management, LLC	3,759	$510K	0.13%	-162	13F-HR Timeline
O'ROURKE & COMPANY, Inc	3,744	$508K	0.25%	+505	13F-HR Timeline
LRI Investments, LLC	3,743	$508K	0.05%	0	13F-HR Timeline
Indiana Trust & Investment Management Co	3,705	$503K	0.18%	0	13F-HR Timeline
Rodgers & Associates, LTD	3,700	$502K	0.06%	-207	13F-HR Timeline
Ullmann Wealth Partners Group, LLC	3,687	$500K	0.07%	0	13F-HR Timeline
Nadler Financial Group, Inc.	3,678	$499K	0.06%	+58	13F-HR Timeline
Truepoint, Inc.	3,677	$499K	0.01%	0	13F-HR Timeline
Kapstone Financial Advisors LLC	3,663	$497K	0.28%	0	13F-HR Timeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…	3,651	$496K	0.15%	+3,546	13F-HR Timeline Group
M3 Advisory Group, LLC	3,615	$491K	0.39%	-19	13F-HR Timeline
Performance Wealth Partners, LLC	3,613	$490K	0.02%	-249	13F-HR Timeline
Crewe Advisors LLC	3,579	$486K	0.07%	0	13F-HR Timeline
Selective Wealth Management, Inc.	3,735	$478K	0.21%	-36	13F-HR Timeline
Aveo Capital Partners, LLC	3,632	$478K	0.08%	-31,096	13F-HR Timeline
PRIVATE MANAGEMENT GROUP INC	3,519	$477K	0.02%	0	13F-HR Timeline
LJI Wealth Management, LLC	3,518	$477K	0.1%	+4	13F-HR Timeline
Pinnacle Financial Group, LLC / IL	3,505	$476K	0.17%	0	13F-HR Timeline
WEST PACES ADVISORS INC.	3,502	$475K	0.11%	0	13F-HR Timeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC	3,500	$475K	<0.01%	0	13F-HR Timeline Group
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC	3,489	$473K	0.1%	-37	13F-HR Timeline Group
ADAMSBROWN WEALTH CONSULTANTS LLC	3,488	$473K	0.15%	-203	13F-HR Timeline
Emprise Bank	3,474	$471K	0.25%	-707	13F-HR Timeline
EARNED WEALTH ADVISORS, LLC	3,472	$471K	0.1%	new	13F-HR Timeline
Washington Trust Advisors, Inc.	3,455	$469K	0.04%	0	13F-HR Timeline
Gladstone Institutional Advisory LLC	3,454	$469K	0.02%	-336	13F-HR Timeline
MATRIX PRIVATE CAPITAL GROUP LLC	3,451	$468K	0.28%	-290	13F-HR Timeline
FIRST CITIZENS BANK & TRUST CO	3,447	$468K	0.01%	-326	13F-HR Timeline
Arkos Global Advisors	3,442	$467K	0.07%	0	13F-HR Timeline
Round Rock Advisors LLC	3,428	$465K	0.09%	+191	13F-HR Timeline
BSW Wealth Partners	3,428	$465K	0.07%	+4	13F-HR Timeline
Texas Capital Bank Wealth Management Se…	3,412	$463K	0.05%	-534	13F-HR Timeline
True Link Financial Advisors, LLC	3,372	$458K	0.03%	+1,157	13F-HR Timeline
MERITAGE PORTFOLIO MANAGEMENT	3,359	$456K	0.03%	-1,863	13F-HR Timeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP	3,359	$456K	<0.01%	new	13F-HR Timeline Group
Parallel Advisors, LLC	3,357	$455K	0.01%	-5,969	13F-HR Timeline
Simplicity Wealth,LLC	3,323	$451K	0.04%	0	13F-HR Timeline
Acropolis Investment Management, LLC	3,322	$451K	0.03%	0	13F-HR Timeline
NOVUS ADVISORS, LLC	3,316	$450K	0.45%	0	13F-HR Timeline
Values Added Financial LLC	3,312	$449K	0.25%	0	13F-HR Timeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.	3,310	$449K	0.01%	0	13F-HR Timeline Group
Serenus Wealth Advisors, LLC	3,309	$449K	0.07%	+3	13F-HR Timeline
DHJJ Financial Advisors, Ltd.	3,302	$448K	0.18%	-75	13F-HR Timeline
Quadcap Wealth Management, LLC	3,287	$446K	0.06%	-1	13F-HR Timeline
Plante Moran Financial Advisors, LLC	3,281	$445K	0.04%	0	13F-HR Timeline
KANAWHA CAPITAL MANAGEMENT LLC	3,267	$443K	0.03%	+649	13F-HR Timeline
WOODMONT INVESTMENT COUNSEL LLC	3,266	$443K	0.03%	+663	13F-HR Timeline
SAWGRASS ASSET MANAGEMENT LLC	3,240	$440K	0.05%	0	13F-HR Timeline
M1 Capital Management LLC	3,237	$439K	0.27%	-34	13F-HR Timeline
BALDWIN WEALTH PARTNERS LLC/MA	3,230	$438K	0.03%	-150	13F-HR Timeline
Pure Financial Advisors, LLC	3,217	$437K	0.01%	-449	13F-HR Timeline
HTG Investment Advisors, Inc.	3,183	$432K	0.18%	-105	13F-HR Timeline
DUNCKER STREETT & CO INC	3,179	$431K	0.09%	0	13F-HR Timeline
GHP Investment Advisors, Inc.	3,168	$430K	0.02%	-45	13F-HR Timeline
Lakewood Asset Management LLC	3,156	$428K	0.29%	0	13F-HR Timeline
Fortitude Family Office, LLC	3,155	$428K	0.15%	-263	13F-HR Timeline
Smith & Howard Wealth Management, LLC	3,151	$428K	0.12%	0	13F-HR Timeline
Archer Investment Corp	3,151	$428K	0.11%	-90	13F-HR Timeline
HUB Investment Partners, LLC	3,131	$425K	0.02%	+15	13F-HR Timeline
Secure Asset Management, LLC	3,131	$425K	0.09%	-115	13F-HR Timeline
Clarity Wealth Advisors, LLC	3,109	$422K	0.12%	-46	13F-HR Timeline
Creekside Partners	3,085	$419K	0.22%	+9	13F-HR Timeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC	3,065	$416K	0.01%	0	13F-HR Timeline Group
HEADINVEST, LLC	3,043	$413K	0.08%	new	13F-HR Timeline
Mascagni Wealth Management, Inc.	3,042	$413K	0.41%	0	13F-HR/A Timeline
Resolute Wealth Strategies, LLC	3,031	$411K	0.23%	-865	13F-HR Timeline
FIDUCIARY FAMILY OFFICE, LLC	3,029	$411K	0.14%	new	13F-HR Timeline
Curi Capital, LLC	3,027	$411K	0.01%	-76	13F-HR Timeline
WESCAP Management Group, Inc.	3,013	$409K	0.1%	0	13F-HR Timeline
New Hampshire Trust	3,006	$408K	0.09%	+170	13F-HR Timeline
EPG Wealth Management LLC	3,004	$408K	0.11%	+6	13F-HR Timeline
Midwest Financial Group LLC	3,000	$407K	0.24%	+18	13F-HR Timeline
Berger Financial Group, Inc	2,976	$404K	0.03%	-51	13F-HR Timeline
First Heartland Consultants, Inc.	2,957	$401K	0.04%	-210	13F-HR Timeline
Key Client Fiduciary Advisors, LLC	2,946	$400K	0.18%	+194	13F-HR Timeline
Foster Group, Inc.	2,936	$398K	0.01%	0	13F-HR Timeline
Legacy Trust	2,928	$397K	0.1%	0	13F-HR Timeline
Heartwood Wealth Advisors LLC	2,922	$396K	0.05%	+63	13F-HR Timeline
Stonebridge Financial Group, LLC	2,915	$396K	0.04%	0	13F-HR Timeline
Veridan Wealth LLC	2,911	$395K	0.18%	-7	13F-HR Timeline
Avior Wealth Management, LLC	2,910	$395K	0.01%	-955	13F-HR Timeline
River Wealth Advisors LLC	2,899	$393K	0.05%	0	13F-HR Timeline
BARTLETT & CO. WEALTH MANAGEMENT LLC	2,892	$392K	0.01%	-219	13F-HR Timeline
Atlas Private Wealth Advisors	2,866	$389K	0.05%	-352	13F-HR Timeline
Vestmark Advisory Solutions, Inc.	2,851	$387K	0.01%	-247	13F-HR Timeline
King Wealth Management Group	2,847	$386K	0.06%	-150	13F-HR Timeline
NTV Asset Management LLC	2,827	$384K	0.05%	0	13F-HR Timeline
SALEM INVESTMENT COUNSELORS INC	2,809	$381K	0.01%	+29	13F-HR Timeline
AMERICAN NATIONAL BANK & TRUST	2,805	$381K	0.04%	+104	13F-HR Timeline
My Personal CFO, LLC	2,800	$380K	0.19%	0	13F-HR Timeline
Greenhouse Wealth Management, LLC	2,786	$378K	0.28%	-3,633	13F-HR Timeline
Revisor Wealth Management LLC	2,780	$377K	0.17%	new	13F-HR Timeline
SCHNIEDERS CAPITAL MANAGEMENT LLC	2,759	$374K	0.08%	-247	13F-HR Timeline
Gen-Wealth Partners Inc	2,757	$374K	0.16%	0	13F-HR Timeline
Maridea Wealth Management LLC	2,748	$373K	0.12%	-3	13F-HR Timeline
BOSTON FAMILY OFFICE LLC	2,741	$372K	0.03%	-451	13F-HR Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	2,737	$371K	0.03%	+392	13F-HR Timeline
EAGLE GLOBAL ADVISORS LLC	2,736	$371K	0.02%	0	13F-HR Timeline
KPP Advisory Services LLC	2,732	$371K	0.07%	+476	13F-HR Timeline
Independent Advisor Alliance	2,729	$370K	0.01%	-174,677	13F-HR Timeline
RIDGECREST WEALTH PARTNERS, LLC	2,724	$370K	0.19%	0	13F-HR Timeline
Main Street Financial Solutions, LLC	2,716	$369K	0.03%	-1,021	13F-HR Timeline
ALBION FINANCIAL GROUP /UT	2,715	$368K	0.03%	0	13F-HR Timeline
YANKCOM Partnership	2,715	$368K	0.2%	0	13F-HR Timeline
SBI Securities Co., Ltd.	2,709	$368K	0.01%	-183	13F-HR Timeline
Harfst & Associates, Inc.	2,695	$366K	0.08%	-260	13F-HR Timeline
BIP Wealth, LLC	2,692	$365K	0.02%	-939	13F-HR Timeline
S.E.E.D. Planning Group LLC	2,687	$365K	0.12%	0	13F-HR Timeline
Pictet North America Advisors SA	2,682	$364K	0.04%	0	13F-HR Timeline
McCarthy & Cox	2,673	$363K	0.16%	+147	13F-HR Timeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.	2,671	$362K	<0.01%	-12,545	13F-HR Timeline Group
United Advisor Group, LLC	2,665	$362K	0.07%	+72	13F-HR Timeline
HOGE FINANCIAL SERVICES, LLC	2,656	$360K	0.25%	-118	13F-HR Timeline
DELTA CAPITAL MANAGEMENT LLC	2,650	$360K	0.21%	0	13F-HR Timeline
Shared Vision Wealth Group LLC	2,653	$360K	0.2%	0	13F-HR Timeline
LBMC INVESTMENT ADVISORS, LLC	2,653	$360K	0.03%	+2	13F-HR Timeline
Provident Wealth Management, LLC	2,645	$359K	0.12%	+10	13F-HR Timeline
Tennessee Valley Asset Management Partn…	2,643	$359K	0.06%	+10	13F-HR Timeline
SkyOak Wealth, LLC	2,641	$358K	0.08%	0	13F-HR Timeline
CGN Advisors LLC	2,630	$357K	0.03%	+4	13F-HR Timeline
Fortis Capital Advisors, LLC	2,621	$356K	0.07%	-5	13F-HR Timeline
Realta Investment Advisors	2,614	$355K	0.16%	-35	13F-HR Timeline
Per Stirling Capital Management, LLC.	2,610	$354K	0.05%	-598	13F-HR Timeline
MONEY CONCEPTS CAPITAL CORP	2,605	$353K	0.03%	+1,030	13F-HR Timeline
AIRE ADVISORS, LLC	2,600	$353K	0.07%	-838	13F-HR Timeline
Capital Investment Advisory Services, L…	2,585	$351K	0.03%	+50	13F-HR Timeline
PHILADELPHIA TRUST CO	2,580	$350K	0.03%	0	13F-HR Timeline
GRIES FINANCIAL LLC	2,570	$349K	0.07%	0	13F-HR Timeline
Berkshire Money Management, Inc.	2,570	$349K	0.04%	0	13F-HR Timeline
BXM Wealth LLC	2,570	$349K	0.42%	+50	13F-HR Timeline
Obermeyer Wealth Partners	2,550	$346K	0.02%	new	13F-HR Timeline
PATTEN & PATTEN INC/TN	2,544	$345K	0.02%	0	13F-HR Timeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC	2,534	$344K	0.01%	new	13F-HR Timeline Group
TSFG, LLC	2,521	$342K	0.07%	0	13F-HR Timeline
Bay Colony Advisory Group, Inc d/b/a Ba…	2,546	$342K	0.05%	-237	13F-HR Timeline
Clarius Group, LLC	2,509	$340K	0.02%	0	13F-HR Timeline
Wealth Advisory Solutions, LLC	2,506	$340K	0.09%	-25	13F-HR Timeline
VestGen Investment Management	2,500	$339K	0.26%	-1,730	13F-HR Timeline
Eldridge Investment Advisors, Inc.	2,500	$339K	0.08%	0	13F-HR Timeline
Vertex Planning Partners, LLC	2,496	$339K	0.07%	-50	13F-HR Timeline
Cypress Capital Groupin group Cypress Capital Group	2,495	$339K	0.04%	0	13F-HR Timeline Group
Callan Capital, LLC	2,484	$337K	0.02%	+15	13F-HR Timeline
BECK MACK & OLIVER LLC	2,483	$337K	0.01%	0	13F-HR Timeline
INSIGNEO ADVISORY SERVICES, LLC	2,482	$337K	0.03%	+12	13F-HR Timeline
MidAtlantic Capital Management, Inc.	2,479	$336K	0.26%	0	13F-HR Timeline
Hoffman, Alan N Investment Management	2,471	$335K	0.17%	0	13F-HR Timeline
Mainstream Capital Management LLC	2,470	$335K	0.27%	0	13F-HR Timeline
BEACON INVESTMENT ADVISORY SERVICES, IN…	2,463	$334K	0.02%	+375	13F-HR Timeline
Pine Valley Investments Ltd Liability Co	2,445	$332K	0.02%	-80	13F-HR Timeline
TITLEIST ASSET MANAGEMENT, LLC	2,429	$330K	0.04%	-234	13F-HR Timeline
Oak Asset Management, LLC	2,425	$329K	0.12%	0	13F-HR Timeline
TCTC Holdings, LLCin group TCTC Holdings, LLC	2,399	$325K	0.01%	0	13F-HR Timeline Group
WEST MICHIGAN ADVISORS, LLC	2,372	$322K	0.11%	-2	13F-HR Timeline
Redwood Park Advisors LLC	2,372	$322K	0.27%	0	13F-HR Timeline
Bernardo Wealth Planning LLC	2,358	$320K	0.08%	0	13F-HR/A Timeline
Greenwich Wealth Management LLC	2,346	$318K	0.02%	-41	13F-HR Timeline
LANARK FINANCIAL, INC.	2,344	$318K	0.03%	+2,342	13F-HR Timeline
GAMMA Investing LLC	2,326	$316K	0.02%	0	13F-HR/A Timeline
Institute for Wealth Management, LLC.	2,318	$315K	0.04%	+89	13F-HR Timeline
Wealthstream Advisors, Inc.	2,310	$313K	0.06%	0	13F-HR Timeline
Cherry Tree Wealth Management, LLC	2,310	$313K	0.08%	0	13F-HR Timeline
Trilogy Capital Inc.	2,301	$312K	0.02%	-41,707	13F-HR Timeline
Iron Gate Global Advisors LLC	2,300	$312K	0.04%	0	13F-HR/A Timeline
ARTHUR M. COHEN & ASSOCIATES, LLC	2,300	$312K	0.06%	new	13F-HR Timeline
Core Wealth Management, Inc.	2,298	$312K	0.12%	0	13F-HR Timeline
Rockbridge Investment Management, LCC	2,292	$311K	0.04%	+1	13F-HR Timeline
Capasso Planning Partners LLC	2,287	$310K	0.13%	-179	13F-HR Timeline
ROMANO BROTHERS AND COMPANY	2,285	$310K	0.04%	0	13F-HR Timeline