SDY SPDR SERIES TRUST

SHS (fund)

1,165 managers (1,181 13F filers) reported a position in SDY shares at 2025-06-30, 64,527,447 shares in all. 57 filers opened a position and 52 filers sold out during the quarter.

Managers: 1,165
13F filers: 1,181
New: 57
Added: 353
Reduced: 437
Sold out: 52
Shares held by filers: 64,527,447

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Compound Planning, Inc.	4,206	$571K	0.02%	+6	13F-HR Timeline
Holistic Financial Partners	4,185	$568K	0.25%	+5	13F-HR Timeline
First National Trust Co	4,178	$567K	0.02%	0	13F-HR Timeline
Garden State Investment Advisory Servic…	4,154	$564K	0.15%	-606	13F-HR Timeline
My Legacy Advisors, LLC	4,034	$563K	0.2%	-16	13F-HR Timeline
Bond & Devick Financial Network, Inc.	4,108	$558K	0.19%	-60	13F-HR Timeline
IFP Advisors, Inc	4,075	$553K	0.02%	-7,049	13F-HR Timeline
FAS Wealth Partners, Inc.	4,069	$552K	0.04%	+13	13F-HR Timeline
MATRIX ASSET ADVISORS INC/NY	4,062	$551K	0.06%	+245	13F-HR/A Timeline
CENTAURUS FINANCIAL, INC.	4,040	$548K	0.03%	-770	13F-HR Timeline
Key Financial Inc	4,029	$547K	0.11%	-280	13F-HR Timeline
Beacon Bridge Wealth Partners, LLC	4,025	$546K	0.22%	0	13F-HR Timeline
Iron Gate Global Advisors LLC	4,000	$543K	0.06%	+1,700	13F-HR Timeline
HBK Sorce Advisory LLC	3,980	$540K	0.01%	-56	13F-HR Timeline
Blue Trust, Inc.	3,979	$540K	0.01%	-263	13F-HR Timeline
O'ROURKE & COMPANY, Inc	3,975	$540K	0.25%	+231	13F-HR Timeline
Global Trust Asset Management, LLC	3,959	$537K	0.29%	+5	13F-HR Timeline
Harbor Asset Planning, Inc.	3,917	$532K	0.51%		13F-HR Timeline
Asset Dedication, LLC	3,893	$528K	0.04%	+12	13F-HR Timeline
YHB Investment Advisors, Inc.	3,870	$525K	0.04%	-110	13F-HR Timeline
Global Financial Private Client, LLC	3,854	$523K	0.2%	0	13F-HR Timeline
Sowell Financial Services LLC	3,840	$521K	0.02%	-571	13F-HR Timeline
GENESIS PRIVATE WEALTH, LLC	3,835	$521K	0.25%	-457	13F-HR Timeline
PARAGON FINANCIAL PARTNERS, INC.	3,828	$520K	0.35%	+11	13F-HR Timeline
CHILDRESS CAPITAL ADVISORS, LLC	3,825	$519K	0.13%	-370	13F-HR Timeline
Magnus Financial Group LLC	3,803	$516K	0.05%	-80	13F-HR Timeline
SeaCrest Wealth Management, LLC	3,777	$513K	0.06%	-1,285	13F-HR Timeline
Mayflower Financial Advisors, LLC	3,766	$511K	0.07%	-148	13F-HR Timeline
MCF Advisors LLC	3,765	$511K	0.03%	0	13F-HR Timeline
UHLMANN PRICE SECURITIES, LLC	3,763	$511K	0.36%	-1,304	13F-HR Timeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …	3,760	$510K	0.01%	-15	13F-HR Timeline Group
TruNorth Capital Management, LLC	3,759	$510K	0.11%	0	13F-HR Timeline
Selective Wealth Management, Inc.	3,666	$508K	0.19%	-69	13F-HR Timeline
LRI Investments, LLC	3,743	$508K	0.04%	0	13F-HR Timeline
MONEY CONCEPTS CAPITAL CORP	3,718	$505K	0.03%	+1,113	13F-HR Timeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…	3,641	$504K	0.12%	-10	13F-HR Timeline Group
New Hampshire Trust	3,709	$503K	0.11%	+703	13F-HR Timeline
Rodgers & Associates, LTD	3,700	$502K	0.06%	0	13F-HR Timeline
GHP Investment Advisors, Inc.	3,694	$501K	0.02%	+526	13F-HR Timeline
Robertson Stephens Wealth Management, L…	3,694	$501K	0.02%	-434	13F-HR Timeline
Ullmann Wealth Partners Group, LLC	3,687	$500K	0.06%	0	13F-HR Timeline
Truepoint, Inc.	3,677	$499K	0.01%	0	13F-HR Timeline
Kapstone Financial Advisors LLC	3,663	$497K	0.25%	0	13F-HR Timeline
Performance Wealth Partners, LLC	3,656	$496K	0.02%	+43	13F-HR Timeline
Beacon Bank & Trust	3,651	$496K	0.11%	-361	13F-HR Timeline
Almanack Investment Partners, LLC.	3,641	$494K	0.08%	new	13F-HR Timeline
Indiana Trust & Investment Management Co	3,629	$493K	0.16%	-76	13F-HR Timeline
M3 Advisory Group, LLC	3,624	$492K	0.34%	+9	13F-HR Timeline
Fulton Bank, N.A.	3,589	$487K	0.02%	-431	13F-HR Timeline
Bay Capital Advisors, LLC	3,587	$487K	0.37%	-3,000	13F-HR Timeline
Crewe Advisors LLC	3,554	$482K	0.07%	-25	13F-HR Timeline
WEST PACES ADVISORS INC.	3,502	$475K	0.1%	0	13F-HR Timeline
Plante Moran Financial Advisors, LLC	3,501	$475K	0.03%	+220	13F-HR Timeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC	3,500	$475K	<0.01%	0	13F-HR Timeline Group
EARNED WEALTH ADVISORS, LLC	3,488	$473K	0.09%	+16	13F-HR Timeline
Emprise Bank	3,474	$472K	0.23%	0	13F-HR Timeline
LJI Wealth Management, LLC	3,453	$469K	0.08%	-65	13F-HR Timeline
Arkos Global Advisors	3,442	$467K	0.06%	0	13F-HR Timeline
Nadler Financial Group, Inc.	3,434	$466K	0.05%	-244	13F-HR Timeline
BSW Wealth Partners	3,432	$466K	0.06%	+4	13F-HR Timeline
Keel Point, LLC	3,423	$465K	0.03%	new	13F-HR Timeline
COMMERCE BANKin group COMMERCE BANK	3,417	$464K	<0.01%	-662	13F-HR Timeline Group
Texas Capital Bank Wealth Management Se…	3,412	$463K	0.04%	0	13F-HR Timeline
Caliber Wealth Management, LLC / KS	3,411	$463K	0.05%	+1,364	13F-HR Timeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.	3,399	$461K	<0.01%	+728	13F-HR Timeline Group
Pinnacle Financial Group, LLC / IL	3,380	$459K	0.15%	-125	13F-HR Timeline
MERITAGE PORTFOLIO MANAGEMENT	3,359	$456K	0.03%	0	13F-HR Timeline
Pure Financial Advisors, LLC	3,351	$455K	0.01%	+134	13F-HR Timeline
Financially Speaking Inc	3,337	$453K	0.3%	new	13F-HR Timeline
Sound Income Strategies, LLC	3,337	$453K	0.03%	+3,296	13F-HR Timeline
Serenus Wealth Advisors, LLC	3,313	$450K	0.08%	+4	13F-HR Timeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.	3,310	$449K	0.01%	0	13F-HR Timeline Group
DHJJ Financial Advisors, Ltd.	3,302	$448K	0.16%	0	13F-HR Timeline
Quadcap Wealth Management, LLC	3,287	$446K	0.06%	0	13F-HR Timeline
HTG Investment Advisors, Inc.	3,265	$443K	0.16%	+82	13F-HR Timeline
WFA of San Diego, LLC	3,252	$441K	0.32%		13F-HR Timeline
Values Added Financial LLC	3,252	$441K	0.21%	-60	13F-HR Timeline
MATRIX PRIVATE CAPITAL GROUP LLC	3,251	$441K	0.26%	-200	13F-HR Timeline
M1 Capital Management LLC	3,244	$440K	0.22%	+7	13F-HR Timeline
SAWGRASS ASSET MANAGEMENT LLC	3,240	$440K	0.05%	0	13F-HR Timeline
BALDWIN WEALTH PARTNERS LLC/MA	3,230	$438K	0.03%	0	13F-HR Timeline
PRIVATE MANAGEMENT GROUP INC	3,203	$435K	0.01%	-316	13F-HR Timeline
ADAMSBROWN WEALTH CONSULTANTS LLC	3,199	$434K	0.13%	-289	13F-HR Timeline
DUNCKER STREETT & CO INC	3,179	$431K	0.08%	0	13F-HR Timeline
Archer Investment Corp	3,172	$431K	0.1%	+21	13F-HR Timeline
KANAWHA CAPITAL MANAGEMENT LLC	3,167	$430K	0.03%	-100	13F-HR Timeline
Lakewood Asset Management LLC	3,156	$428K	0.29%	0	13F-HR Timeline
Fortitude Family Office, LLC	3,155	$428K	0.14%	0	13F-HR Timeline
Smith & Howard Wealth Management, LLC	3,151	$428K	0.11%	0	13F-HR Timeline
FIDUCIARY FAMILY OFFICE, LLC	3,151	$428K	0.14%	+122	13F-HR Timeline
WOODMONT INVESTMENT COUNSEL LLC	3,138	$426K	0.03%	-128	13F-HR Timeline
SkyOak Wealth, LLC	3,138	$426K	0.09%	+497	13F-HR Timeline
Secure Asset Management, LLC	3,132	$425K	0.08%	+1	13F-HR Timeline
HUB Investment Partners, LLC	3,131	$425K	0.01%	0	13F-HR Timeline
Clarity Wealth Advisors, LLC	3,113	$423K	0.1%	+4	13F-HR Timeline
Creekside Partners	3,095	$420K	0.2%	+10	13F-HR Timeline
WEST BANCORPORATION INC	3,091	$420K	0.27%	-777	13F-HR Timeline
Key Client Fiduciary Advisors, LLC	3,082	$418K	0.17%	+136	13F-HR Timeline
EQUITABLE TRUST CO	3,078	$418K	0.02%	-850	13F-HR Timeline
HEADINVEST, LLC	3,043	$413K	0.09%	0	13F-HR Timeline
Mascagni Wealth Management, Inc.	3,042	$413K	0.35%	0	13F-HR Timeline
Resolute Wealth Strategies, LLC	3,042	$413K	0.22%	+11	13F-HR Timeline
Acropolis Investment Management, LLC	3,022	$410K	0.02%	-300	13F-HR Timeline
Midwest Financial Group LLC	3,020	$410K	0.22%	+20	13F-HR Timeline
Parallel Advisors, LLC	3,016	$409K	0.01%	-341	13F-HR Timeline
WESCAP Management Group, Inc.	3,013	$409K	0.09%	0	13F-HR Timeline
FIRST CITIZENS BANK & TRUST CO	3,012	$409K	0.01%	-435	13F-HR Timeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC	3,005	$408K	0.01%	-60	13F-HR Timeline Group
Pine Valley Investments Ltd Liability Co	2,969	$403K	0.02%	+524	13F-HR Timeline
First Heartland Consultants, Inc.	2,950	$400K	0.04%	-7	13F-HR Timeline
Berger Financial Group, Inc	2,939	$399K	0.03%	-37	13F-HR Timeline
Foster Group, Inc.	2,936	$399K	0.01%	0	13F-HR Timeline
Heartwood Wealth Advisors LLC	2,922	$397K	0.04%	0	13F-HR Timeline
Stonebridge Financial Group, LLC	2,915	$396K	0.04%	0	13F-HR Timeline
River Wealth Advisors LLC	2,899	$393K	0.05%	0	13F-HR Timeline
BARTLETT & CO. WEALTH MANAGEMENT LLC	2,892	$393K	0.01%	0	13F-HR Timeline
Revisor Wealth Management LLC	2,796	$390K	0.14%	+16	13F-HR Timeline
Venture Visionary Partners LLC	2,863	$389K	0.01%	+784	13F-HR Timeline
BEACON INVESTMENT ADVISORY SERVICES, IN…	2,863	$389K	0.02%	+400	13F-HR Timeline
King Wealth Management Group	2,847	$386K	0.05%	0	13F-HR Timeline
NTV Asset Management LLC	2,827	$384K	0.05%	0	13F-HR Timeline
Atlas Private Wealth Advisors	2,826	$384K	0.05%	-40	13F-HR Timeline
My Personal CFO, LLC	2,800	$380K	0.17%	0	13F-HR Timeline
AlphaCore Capital LLC	2,790	$379K	0.01%	+2,139	13F-HR Timeline
SALEM INVESTMENT COUNSELORS INC	2,780	$377K	0.01%	-29	13F-HR/A Timeline
SCHNIEDERS CAPITAL MANAGEMENT LLC	2,759	$374K	0.07%	0	13F-HR Timeline
Round Rock Advisors LLC	2,758	$374K	0.06%	-670	13F-HR Timeline
Gen-Wealth Partners Inc	2,757	$374K	0.14%	0	13F-HR Timeline
Maridea Wealth Management LLC	2,748	$373K	0.1%	0	13F-HR Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	2,740	$372K	0.03%	+3	13F-HR Timeline
Independent Advisor Alliance	2,729	$370K	0.01%	0	13F-HR Timeline
RIDGECREST WEALTH PARTNERS, LLC	2,724	$370K	0.2%	0	13F-HR Timeline
ALBION FINANCIAL GROUP /UT	2,715	$369K	0.02%	0	13F-HR Timeline
YANKCOM Partnership	2,715	$369K	0.18%	0	13F-HR Timeline
Harfst & Associates, Inc.	2,695	$366K	0.08%	0	13F-HR Timeline
BIP Wealth, LLC	2,692	$365K	0.02%	0	13F-HR Timeline
S.E.E.D. Planning Group LLC	2,687	$365K	0.11%	0	13F-HR Timeline
KPP Advisory Services LLC	2,684	$364K	0.06%	-48	13F-HR/A Timeline
Pictet North America Advisors SA	2,682	$364K	0.04%	0	13F-HR Timeline
Shared Vision Wealth Group LLC	2,653	$363K	0.18%	0	13F-HR Timeline
United Advisor Group, LLC	2,677	$363K	0.06%	+12	13F-HR Timeline
GAMMA Investing LLC	2,660	$361K	0.02%	+334	13F-HR Timeline
McCarthy & Cox	2,656	$361K	0.09%	-17	13F-HR Timeline
Provident Wealth Management, LLC	2,656	$361K	0.12%	+11	13F-HR Timeline
LBMC INVESTMENT ADVISORS, LLC	2,655	$360K	0.03%	+2	13F-HR Timeline
DELTA CAPITAL MANAGEMENT LLC	2,650	$360K	0.2%	0	13F-HR Timeline
Coastal Bridge Advisors, LLC	2,650	$360K	0.03%	-1,377	13F-HR Timeline
Tennessee Valley Asset Management Partn…	2,644	$359K	0.09%	+1	13F-HR Timeline
CGN Advisors LLC	2,634	$357K	0.03%	+4	13F-HR Timeline
Prairie Wealth Advisors, Inc.	2,632	$357K	0.15%	new	13F-HR Timeline
Fiduciary Alliance LLC	2,627	$356K	0.03%	+405	13F-HR Timeline
Realta Investment Advisors	2,622	$356K	0.14%	+8	13F-HR Timeline
Main Street Financial Solutions, LLC	2,612	$355K	0.03%	-104	13F-HR Timeline
SBI Securities Co., Ltd.	2,610	$354K	0.01%	-99	13F-HR Timeline
AIRE ADVISORS, LLC	2,600	$353K	0.07%	0	13F-HR Timeline
Integrity Wealth Solutions LLC	2,588	$351K	0.17%	-3,569	13F-HR Timeline
Capital Investment Advisory Services, L…	2,587	$351K	0.03%	+2	13F-HR Timeline
Hardin Capital Partners, LLC	2,541	$351K	0.21%	+410	13F-HR Timeline
Wealth Advisory Solutions, LLC	2,584	$351K	0.09%	+78	13F-HR Timeline
Avior Wealth Management, LLC	2,583	$351K	0.01%	-327	13F-HR Timeline
HOGE FINANCIAL SERVICES, LLC	2,581	$350K	0.22%	-75	13F-HR Timeline
PHILADELPHIA TRUST CO	2,580	$350K	0.03%	0	13F-HR Timeline
Berkshire Money Management, Inc.	2,570	$349K	0.04%	0	13F-HR Timeline
GRIES FINANCIAL LLC	2,570	$349K	0.06%	0	13F-HR Timeline
BXM Wealth LLC	2,570	$349K	0.41%	0	13F-HR Timeline
Financial Partners Group, Inc	2,554	$347K	0.05%	-2,440	13F-HR Timeline
Bay Colony Advisory Group, Inc d/b/a Ba…	2,550	$346K	0.05%	+4	13F-HR Timeline
Obermeyer Wealth Partners	2,550	$346K	0.02%	0	13F-HR Timeline
Greenwich Wealth Management LLC	2,521	$342K	0.02%	+175	13F-HR Timeline
Clarius Group, LLC	2,509	$341K	0.02%	0	13F-HR Timeline
Vertex Planning Partners, LLC	2,505	$340K	0.07%	+9	13F-HR Timeline
BECK MACK & OLIVER LLC	2,483	$337K	0.01%	0	13F-HR Timeline
Hoffman, Alan N Investment Management	2,471	$335K	0.17%	0	13F-HR Timeline
TSFG, LLC	2,471	$335K	0.06%	-50	13F-HR Timeline
TWO SIGMA SECURITIES, LLC	2,465	$335K	0.04%	+423	13F-HR Timeline
VestGen Investment Management	2,461	$334K	0.24%	-39	13F-HR Timeline
Mainstream Capital Management LLC	2,447	$332K	0.24%	-23	13F-HR Timeline
INSIGNEO ADVISORY SERVICES, LLC	2,445	$332K	0.03%	-37	13F-HR Timeline
TITLEIST ASSET MANAGEMENT, LLC	2,429	$330K	0.03%	0	13F-HR Timeline
Oak Asset Management, LLC	2,425	$329K	0.12%	0	13F-HR Timeline
EAGLE GLOBAL ADVISORS LLC	2,406	$327K	0.01%	-330	13F-HR Timeline
TCTC Holdings, LLCin group TCTC Holdings, LLC	2,399	$326K	0.01%	0	13F-HR Timeline Group
Cypress Capital Groupin group Cypress Capital Group	2,395	$325K	0.04%	-100	13F-HR Timeline Group
LANARK FINANCIAL, INC.	2,386	$323K	0.03%	+42	13F-HR Timeline
Capital Squared Financial LLC	2,378	$323K	0.38%		13F-HR Timeline
WEST MICHIGAN ADVISORS, LLC	2,377	$323K	0.09%	+5	13F-HR Timeline
Redwood Park Advisors LLC	2,374	$322K	0.25%	+2	13F-HR Timeline
BOSTON FAMILY OFFICE LLC	2,361	$320K	0.02%	-380	13F-HR Timeline
Bernardo Wealth Planning LLC	2,358	$320K	0.07%	0	13F-HR Timeline
Regal Investment Advisors LLC	2,345	$318K	0.02%	+95	13F-HR Timeline
PATTEN & PATTEN INC/TN	2,344	$318K	0.02%	-200	13F-HR Timeline
Empower Advisory Group, LLC	2,342	$318K	<0.01%	+255	13F-HR Timeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC	2,338	$317K	0.01%	-196	13F-HR Timeline Group
WETZEL INVESTMENT ADVISORS, INC.	2,333	$317K	0.14%	-3,615	13F-HR Timeline
Colonial Trust Advisorsgroup of 2 filers holding	2,329	$316K		+1,519	Timeline Colonial Trust Co / SC: 2,108 (0.04%) 13F-HR Colonial Trust Advisors: 221 (<0.01%) 13F-HR
Institute for Wealth Management, LLC.	2,318	$315K	0.04%	0	13F-HR Timeline
Cherry Tree Wealth Management, LLC	2,310	$314K	0.07%	0	13F-HR Timeline
Wealthstream Advisors, Inc.	2,310	$314K	0.05%	0	13F-HR Timeline
Worth Asset Management, LLC	2,301	$312K	0.15%	+444	13F-HR Timeline
ARTHUR M. COHEN & ASSOCIATES, LLC	2,300	$312K	0.06%	0	13F-HR Timeline