SDY SPDR SERIES TRUST

SHS (fund)

1,157 managers (1,173 13F filers) reported a position in SDY shares at 2025-09-30, 63,661,746 shares in all. 66 filers opened a position and 64 filers sold out during the quarter.

Managers: 1,157
13F filers: 1,173
New: 66
Added: 340
Reduced: 435
Sold out: 64
Shares held by filers: 63,661,746

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
KLINGENSTEIN FIELDS & CO LP	4,115	$576K	0.02%	new	13F-HR Timeline
Jacobi Capital Management LLC	4,065	$569K	0.03%	-143	13F-HR Timeline
MATRIX ASSET ADVISORS INC/NY	4,064	$569K	0.05%	+2	13F-HR Timeline
Key Financial Inc	4,029	$564K	0.1%	0	13F-HR Timeline
Asset Dedication, LLC	4,023	$563K	0.04%	+130	13F-HR Timeline
FAS Wealth Partners, Inc.	4,009	$561K	0.04%	-60	13F-HR Timeline
GENESIS PRIVATE WEALTH, LLC	4,003	$561K	0.24%	+168	13F-HR Timeline
HBK Sorce Advisory LLC	4,016	$560K	0.01%	+36	13F-HR/A Timeline
Ashford Advisors, LLC	4,000	$560K	0.12%	+2,152	13F-HR Timeline
Harbor Asset Planning, Inc.	3,941	$552K	0.49%	+24	13F-HR Timeline
Addison Capital Co	3,940	$552K	0.16%	-1,578	13F-HR Timeline
Modera Wealth Management, LLC	3,931	$551K	0.01%	-952	13F-HR Timeline
Global Trust Asset Management, LLC	3,917	$549K	0.25%	-42	13F-HR Timeline
Csenge Advisory Group	3,894	$545K	0.03%	-6,863	13F-HR Timeline
Signal Advisors Wealth, LLC	3,851	$539K	0.05%	new	13F-HR Timeline
PARAGON FINANCIAL PARTNERS, INC.	3,839	$538K	0.34%	+11	13F-HR Timeline
CHILDRESS CAPITAL ADVISORS, LLC	3,825	$536K	0.1%	0	13F-HR Timeline
Mayflower Financial Advisors, LLC	3,804	$533K	0.07%	+38	13F-HR Timeline
SeaCrest Wealth Management, LLC	3,789	$532K	0.06%	+12	13F-HR Timeline
MCF Advisors LLC	3,765	$527K	0.03%	0	13F-HR Timeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …	3,760	$527K	0.01%	0	13F-HR Timeline Group
TruNorth Capital Management, LLC	3,759	$526K	0.1%	0	13F-HR Timeline
LRI Investments, LLC	3,743	$524K	0.04%	0	13F-HR Timeline
Garden State Investment Advisory Servic…	3,733	$523K	0.13%	-421	13F-HR Timeline
YHB Investment Advisors, Inc.	3,725	$522K	0.04%	-145	13F-HR Timeline
New Hampshire Trust	3,709	$519K	0.1%	0	13F-HR Timeline
WEST PACES ADVISORS INC.	3,702	$518K	0.1%	+200	13F-HR Timeline
Rodgers & Associates, LTD	3,700	$518K	0.05%	0	13F-HR Timeline
MONEY CONCEPTS CAPITAL CORP	3,697	$518K	0.03%	-21	13F-HR Timeline
Ullmann Wealth Partners Group, LLC	3,687	$516K	0.06%	0	13F-HR Timeline
GHP Investment Advisors, Inc.	3,678	$515K	0.02%	-16	13F-HR Timeline
Truepoint, Inc.	3,677	$515K	0.01%	0	13F-HR Timeline
Kapstone Financial Advisors LLC	3,663	$513K	0.24%	0	13F-HR Timeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…	3,645	$512K	0.11%	+4	13F-HR Timeline Group
Selective Wealth Management, Inc.	3,648	$511K	0.16%	-18	13F-HR Timeline
Beacon Bank & Trust	3,651	$511K	0.11%	0	13F-HR Timeline
O'ROURKE & COMPANY, Inc	3,650	$511K	0.21%	-325	13F-HR Timeline
WESPAC Advisors, LLC	3,641	$510K	0.3%	new	13F-HR Timeline
M3 Advisory Group, LLC	3,639	$510K	0.32%	+15	13F-HR Timeline
Indiana Trust & Investment Management Co	3,629	$508K	0.15%	0	13F-HR Timeline
Performance Wealth Partners, LLC	3,593	$503K	0.01%	-63	13F-HR Timeline
Fulton Bank, N.A.	3,589	$503K	0.02%	0	13F-HR Timeline
ASSETMARK, INCin group ASSETMARK, INC	3,539	$496K	<0.01%	-234,240	13F-HR Timeline Group
Keel Point, LLC	3,499	$490K	0.03%	+76	13F-HR Timeline
EARNED WEALTH ADVISORS, LLC	3,498	$490K	0.08%	+10	13F-HR Timeline
Emprise Bank	3,474	$487K	0.21%	0	13F-HR Timeline
Sowell Financial Services LLC	3,468	$486K	0.02%	-372	13F-HR Timeline
Arkos Global Advisors	3,442	$482K	0.06%	0	13F-HR Timeline
BSW Wealth Partners	3,436	$481K	0.06%	+4	13F-HR Timeline
Global Financial Private Client, LLC	3,394	$475K	0.17%	-460	13F-HR Timeline
Capula Management Ltdin group Capula Management Ltd	3,393	$475K	<0.01%	-12,503	13F-HR Timeline GroupThe filing omitted confidential holdings, a later amendment may add them.
Crewe Advisors LLC	3,367	$472K	0.05%	-187	13F-HR Timeline
MERITAGE PORTFOLIO MANAGEMENT	3,359	$470K	0.03%	0	13F-HR Timeline
CENTAURUS FINANCIAL, INC.	3,356	$470K	0.02%	-684	13F-HR Timeline
First National Trust Co	3,353	$470K	0.02%	-825	13F-HR Timeline
Financially Speaking Inc	3,343	$468K	0.31%	+6	13F-HR Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC	3,333	$467K	<0.01%	new	13F-HR Timeline Group
Nadler Financial Group, Inc.	3,332	$467K	0.04%	-102	13F-HR Timeline
Caliber Wealth Management, LLC / KS	3,323	$465K	0.05%	-88	13F-HR Timeline
Serenus Wealth Advisors, LLC	3,316	$464K	0.08%	+3	13F-HR Timeline
Magnus Financial Group LLC	3,286	$460K	0.04%	-517	13F-HR Timeline
Quadcap Wealth Management, LLC	3,259	$456K	0.05%	-28	13F-HR Timeline
Key Client Fiduciary Advisors, LLC	3,259	$456K	0.15%	+177	13F-HR Timeline
Values Added Financial LLC	3,252	$455K	0.2%	0	13F-HR Timeline
MATRIX PRIVATE CAPITAL GROUP LLC	3,251	$455K	0.24%	0	13F-HR Timeline
M1 Capital Management LLC	3,250	$455K	0.2%	+6	13F-HR Timeline
Wealth Advisory Solutions, LLC	3,249	$455K	0.11%	+665	13F-HR Timeline
SAWGRASS ASSET MANAGEMENT LLC	3,240	$454K	0.06%	0	13F-HR Timeline
BALDWIN WEALTH PARTNERS LLC/MA	3,230	$452K	0.03%	0	13F-HR Timeline
Plante Moran Financial Advisors, LLC	3,209	$449K	0.03%	-292	13F-HR Timeline
PRIVATE MANAGEMENT GROUP INC	3,203	$449K	0.01%	0	13F-HR Timeline
Krilogy Financial LLC	3,267	$446K	0.02%	new	13F-HR Timeline
DUNCKER STREETT & CO INC	3,179	$445K	0.08%	0	13F-HR Timeline
Lakewood Asset Management LLC	3,156	$442K	0.27%	0	13F-HR Timeline
Fortitude Family Office, LLC	3,155	$442K	0.12%	0	13F-HR Timeline
FIDUCIARY FAMILY OFFICE, LLC	3,151	$441K	0.13%	0	13F-HR Timeline
WOODMONT INVESTMENT COUNSEL LLC	3,148	$441K	0.03%	+10	13F-HR Timeline
Smith & Howard Wealth Management, LLC	3,141	$440K	0.1%	-10	13F-HR Timeline
SkyOak Wealth, LLC	3,138	$439K	0.08%	0	13F-HR Timeline
Secure Asset Management, LLC	3,133	$439K	0.07%	+1	13F-HR Timeline
HUB Investment Partners, LLC	3,123	$437K	0.02%	-8	13F-HR Timeline
Clarity Wealth Advisors, LLC	3,117	$437K	0.1%	+4	13F-HR Timeline
Creekside Partners	3,105	$435K	0.19%	+10	13F-HR Timeline
COMMERCE BANKin group COMMERCE BANK	3,088	$432K	<0.01%	-329	13F-HR Timeline Group
EQUITABLE TRUST CO	3,078	$431K	0.02%	0	13F-HR Timeline
ADAMSBROWN WEALTH CONSULTANTS LLC	3,048	$427K	0.12%	-151	13F-HR Timeline
DHJJ Financial Advisors, Ltd.	3,045	$426K	0.14%	-257	13F-HR Timeline
Mascagni Wealth Management, Inc.	3,042	$426K	0.33%	0	13F-HR Timeline
Midwest Financial Group LLC	3,039	$426K	0.2%	+19	13F-HR Timeline
Gerber Kawasaki Wealth & Investment Man…	3,030	$424K	0.01%	-1,697	13F-HR Timeline
WFA of San Diego, LLC	3,027	$424K	0.29%	-225	13F-HR Timeline
Pine Valley Investments Ltd Liability Co	3,016	$422K	0.02%	+47	13F-HR Timeline
WESCAP Management Group, Inc.	3,013	$422K	0.09%	0	13F-HR Timeline
FIRST CITIZENS BANK & TRUST CO	3,012	$422K	0.01%	0	13F-HR Timeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC	3,005	$421K	0.01%	0	13F-HR Timeline Group
HEADINVEST, LLC	2,993	$419K	0.09%	-50	13F-HR Timeline
Maridea Wealth Management LLC	2,973	$417K	0.06%	+225	13F-HR Timeline
Archer Investment Corp	2,963	$415K	0.09%	-209	13F-HR Timeline
Regal Investment Advisors LLC	2,960	$415K	0.03%	+615	13F-HR Timeline
First Heartland Consultants, Inc.	2,950	$413K	0.03%	0	13F-HR Timeline
WEST BANCORPORATION INC	2,935	$411K	0.23%	-156	13F-HR Timeline
Acropolis Investment Management, LLC	3,022	$410K	0.02%	0	13F-HR Timeline
Legacy Trust	2,928	$410K	0.08%	new	13F-HR Timeline
Heartwood Wealth Advisors LLC	2,922	$409K	0.04%	0	13F-HR Timeline
Stonebridge Financial Group, LLC	2,915	$408K	0.04%	0	13F-HR Timeline
River Wealth Advisors LLC	2,899	$406K	0.05%	0	13F-HR Timeline
Prairie Wealth Advisors, Inc.	2,896	$406K	0.17%	+264	13F-HR Timeline
BARTLETT & CO. WEALTH MANAGEMENT LLC	2,892	$405K	0.01%	0	13F-HR Timeline
Roundview Capital LLC	2,863	$401K	0.03%	+659	13F-HR Timeline
BEACON INVESTMENT ADVISORY SERVICES, IN…	2,863	$401K	0.02%	0	13F-HR Timeline
Sound Income Strategies, LLC	2,882	$401K	0.02%	-455	13F-HR Timeline
AlphaCore Capital LLC	2,856	$400K	0.01%	+66	13F-HR Timeline
King Wealth Management Group	2,836	$397K	0.05%	-11	13F-HR Timeline
NTV Asset Management LLC	2,827	$396K	0.04%	0	13F-HR Timeline
S.E.E.D. Planning Group LLC	2,810	$394K	0.11%	+123	13F-HR Timeline
Round Rock Advisors LLC	2,808	$393K	0.06%	+50	13F-HR Timeline
KANAWHA CAPITAL MANAGEMENT LLC	2,800	$392K	0.03%	-367	13F-HR Timeline
Greenwich Wealth Management LLC	2,791	$391K	0.02%	+270	13F-HR Timeline
Independent Advisor Alliance	2,774	$388K	0.01%	+45	13F-HR Timeline
LJI Wealth Management, LLC	2,770	$388K	0.07%	-683	13F-HR Timeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.	2,759	$386K	0.07%		13F-HR Timeline
Gen-Wealth Partners Inc	2,757	$386K	0.13%	0	13F-HR Timeline
ALBION FINANCIAL GROUP /UT	2,743	$384K	0.02%	+28	13F-HR Timeline
RIDGECREST WEALTH PARTNERS, LLC	2,724	$381K	0.17%	0	13F-HR Timeline
Revisor Wealth Management LLC	2,740	$381K	0.13%	-56	13F-HR Timeline
YANKCOM Partnership	2,715	$380K	0.17%	0	13F-HR Timeline
Veridan Wealth LLC	2,712	$380K	0.13%		13F-HR Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	2,708	$379K	0.02%	-32	13F-HR Timeline
Harfst & Associates, Inc.	2,695	$377K	0.07%	0	13F-HR Timeline
KPP Advisory Services LLC	2,685	$376K	0.06%	+1	13F-HR Timeline
Pictet North America Advisors SA	2,682	$376K	0.04%	0	13F-HR Timeline
SBI Securities Co., Ltd.	2,682	$376K	0.01%	+72	13F-HR Timeline
Iron Gate Global Advisors LLC	2,678	$375K	0.04%	-1,322	13F-HR Timeline
SALEM INVESTMENT COUNSELORS INC	2,670	$374K	0.01%	-110	13F-HR Timeline
Provident Wealth Management, LLC	2,666	$373K	0.11%	+10	13F-HR Timeline
Bay Capital Advisors, LLC	2,666	$373K	0.24%	-921	13F-HR Timeline
GAMMA Investing LLC	2,660	$373K	0.02%	0	13F-HR Timeline
LBMC INVESTMENT ADVISORS, LLC	2,657	$372K	0.02%	+2	13F-HR Timeline
McCarthy & Cox	2,656	$372K	0.08%	0	13F-HR Timeline
DELTA CAPITAL MANAGEMENT LLC	2,650	$371K	0.19%	0	13F-HR Timeline
Shared Vision Wealth Group LLC	2,653	$371K	0.16%	0	13F-HR Timeline
Eldridge Investment Advisors, Inc.	2,640	$370K	0.08%	-9,650	13F-HR Timeline
Resolute Wealth Strategies, LLC	2,637	$369K	0.17%	-405	13F-HR Timeline
PFG Private Wealth Management, LLC	2,604	$365K	0.16%	new	13F-HR Timeline
Integrity Wealth Solutions LLC	2,604	$365K	0.16%	+16	13F-HR Timeline
Tennessee Valley Asset Management Partn…	2,603	$365K	0.05%	-41	13F-HR Timeline
AIRE ADVISORS, LLC	2,600	$364K	0.07%	0	13F-HR Timeline
PHILADELPHIA TRUST CO	2,580	$361K	0.03%	0	13F-HR Timeline
Realta Investment Advisors	2,572	$360K	0.12%	-50	13F-HR Timeline
GRIES FINANCIAL LLC	2,570	$360K	0.06%	0	13F-HR Timeline
BXM Wealth LLC	2,570	$360K	0.34%	0	13F-HR Timeline
Obermeyer Wealth Partners	2,550	$357K	0.02%	0	13F-HR Timeline
Coastal Bridge Advisors, LLC	2,537	$355K	0.03%	-113	13F-HR Timeline
United Advisor Group, LLC	2,534	$355K	0.05%	-143	13F-HR Timeline
CGN Advisors LLC	2,530	$354K	0.03%	-104	13F-HR Timeline
HOGE FINANCIAL SERVICES, LLC	2,517	$353K	0.2%	-64	13F-HR Timeline
Capital Investment Advisory Services, L…	2,511	$352K	0.03%	-76	13F-HR Timeline
Clarius Group, LLC	2,509	$351K	0.02%	0	13F-HR Timeline
Vertex Planning Partners, LLC	2,505	$351K	0.07%	0	13F-HR Timeline
Cross Staff Investments Inc	2,496	$350K	0.24%	new	13F-HR Timeline
Hardin Capital Partners, LLC	2,492	$349K	0.19%	-49	13F-HR Timeline
BECK MACK & OLIVER LLC	2,483	$348K	0.01%	0	13F-HR Timeline
Avior Wealth Management, LLC	2,480	$347K	0.01%	-103	13F-HR Timeline
Hoffman, Alan N Investment Management	2,471	$346K	0.15%	0	13F-HR Timeline
Main Street Financial Solutions, LLC	2,468	$346K	0.02%	-144	13F-HR Timeline
INSIGNEO ADVISORY SERVICES, LLC	2,461	$345K	0.02%	+16	13F-HR Timeline
Element Wealth, LLC	2,453	$344K	0.15%	+232	13F-HR Timeline
Parallel Advisors, LLC	2,450	$343K	0.01%	-566	13F-HR Timeline
TSFG, LLC	2,446	$343K	0.05%	-25	13F-HR Timeline
Financial Partners Group, Inc	2,448	$343K	0.04%	-106	13F-HR Timeline
Mainstream Capital Management LLC	2,447	$343K	0.23%	0	13F-HR Timeline
Pure Financial Advisors, LLC	2,445	$342K	0.01%	-906	13F-HR Timeline
Berger Financial Group, Inc	2,443	$342K	0.02%	-496	13F-HR Timeline
TITLEIST ASSET MANAGEMENT, LLC	2,429	$340K	0.03%	0	13F-HR Timeline
Oak Asset Management, LLC	2,425	$340K	0.12%	0	13F-HR Timeline
TCTC Holdings, LLCin group TCTC Holdings, LLC	2,399	$336K	0.01%	0	13F-HR Timeline Group
LANARK FINANCIAL, INC.	2,398	$336K	0.03%	+12	13F-HR Timeline
Capital Squared Financial LLC	2,393	$335K	0.29%	+15	13F-HR Timeline
WEST MICHIGAN ADVISORS, LLC	2,381	$333K	0.08%	+4	13F-HR Timeline
Redwood Park Advisors LLC	2,376	$333K	0.25%	+2	13F-HR Timeline
BOSTON FAMILY OFFICE LLC	2,361	$331K	0.02%	0	13F-HR Timeline
Bernardo Wealth Planning LLC	2,358	$330K	0.06%	0	13F-HR Timeline
PATTEN & PATTEN INC/TN	2,344	$328K	0.02%	0	13F-HR Timeline
Colonial Trust Advisorsgroup of 2 filers holding	2,331	$326K		+2	Timeline Colonial Trust Co / SC: 2,108 (0.04%) 13F-HR Colonial Trust Advisors: 223 (<0.01%) 13F-HR
Wealthstream Advisors, Inc.	2,310	$324K	0.05%	0	13F-HR Timeline
Cherry Tree Wealth Management, LLC	2,310	$324K	0.07%	0	13F-HR Timeline
ARTHUR M. COHEN & ASSOCIATES, LLC	2,300	$322K	0.05%	0	13F-HR Timeline
Core Wealth Management, Inc.	2,298	$322K	0.1%	0	13F-HR Timeline
Rockbridge Investment Management, LCC	2,293	$321K	0.03%	0	13F-HR Timeline
AMERICAN NATIONAL BANK & TRUST	2,292	$321K	0.03%	0	13F-HR Timeline
AdvisorNet Financial, Inc	2,291	$321K	0.02%	+349	13F-HR Timeline
ROMANO BROTHERS AND COMPANY	2,285	$320K	0.04%	0	13F-HR Timeline
RiverFront Investment Group, LLC	2,278	$319K	0.01%	+11	13F-HR Timeline
MidAtlantic Capital Management, Inc.	2,274	$318K	0.22%	0	13F-HR Timeline
WETZEL INVESTMENT ADVISORS, INC.	2,271	$318K	0.14%	-62	13F-HR Timeline
Venture Visionary Partners LLC	2,268	$318K	0.01%	-595	13F-HR Timeline
HM PAYSON & CO	2,261	$317K	<0.01%	0	13F-HR Timeline
EAGLE GLOBAL ADVISORS LLC	2,256	$316K	0.01%	-150	13F-HR Timeline
DAVIDSON TRUST CO	2,247	$315K	0.13%	+650	13F-HR Timeline
Stegner Investment Associates Inc.	2,221	$311K	0.17%	new	13F-HR Timeline