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Disclosery

SDY SPDR SERIES TRUST

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SHS (fund)

1,221 managers (1,239 13F filers) reported a position in SDY shares at 2025-12-31, 65,457,651 shares in all. 68 filers opened a position and 46 filers sold out during the quarter.

Managers
1,221
13F filers
1,239
New
68
Added
354
Reduced
420
Sold out
46
Shares held by filers
65,457,651

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
SENTINEL PENSION ADVISORS, LLC4,374$609K0.09%+5813F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC4,369$608K0.05%-6613F-HRTimeline
Smartleaf Asset Management LLC4,333$607K0.02%+3,93113F-HRTimeline
Blue Trust, Inc.4,355$606K0.01%+23413F-HRTimeline
Compound Planning, Inc.4,355$606K0.02%+16513F-HRTimeline
TICINO WEALTH4,327$602K0.22%13F-HRTimeline
Reynders McVeigh Capital Management, LLC4,317$601K0.03%-22613F-HRTimeline
UHLMANN PRICE SECURITIES, LLC4,284$596K0.35%+413F-HRTimeline
ZWJ INVESTMENT COUNSEL INC4,264$593K0.02%+1613F-HRTimeline
Horst & Graben Wealth Management LLC4,238$590K0.09%-28513F-HRTimeline
Wood Tarver Financial Group, LLC4,234$589K0.17%-1,40713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.4,225$588K0.01%013F-HRTimelineGroup
SUTTON PLACE INVESTORS LLC4,217$587K0.32%013F-HRTimeline
Robertson Stephens Wealth Management, L…4,210$586K0.02%-28413F-HRTimeline
Bond & Devick Financial Network, Inc.4,207$585K0.16%013F-HRTimeline
Beacon Bridge Wealth Partners, LLC4,207$585K0.19%-5213F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding4,133$582K+2Timeline
Vise Technologies, Inc.4,176$581K0.01%+2,17113F-HRTimeline
Missouri Trust & Investment Co4,160$579K0.17%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…4,126$574K0.09%-15113F-HRTimeline
Holistic Financial Partners4,117$573K0.21%-3713F-HRTimeline
KLINGENSTEIN FIELDS & CO LP4,115$573K0.02%013F-HRTimeline
Ellis Investment Partners, LLC4,111$572K0.1%-8913F-HRTimeline
Index Fund Advisors, Inc.4,057$565K0.03%-5,26313F-HRTimeline
Key Financial Inc4,029$561K0.1%013F-HRTimeline
Asset Dedication, LLC4,027$560K0.04%+413F-HRTimeline
FAS Wealth Partners, Inc.4,011$558K0.04%+213F-HRTimeline
Ashford Advisors, LLC4,000$557K0.12%013F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV3,992$556K0.34%13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP3,991$555K0.03%+29413F-HRTimeline
Harbor Asset Planning, Inc.3,970$552K0.47%+2913F-HRTimeline
TSFG, LLC3,958$551K0.08%+1,51213F-HRTimeline
Koshinski Asset Management, Inc.3,955$550K0.04%-23713F-HRTimeline
PATRON PARTNERS, LLC3,945$549K0.24%-64613F-HRTimeline
Csenge Advisory Group3,902$543K0.02%+813F-HRTimeline
PRIVATE TRUST CO NA3,874$539K0.05%-96513F-HRTimeline
LS Investment Advisors, LLC3,855$536K0.08%-30013F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.3,851$536K0.33%+1213F-HRTimeline
Jacobi Capital Management LLC3,843$535K0.03%-22213F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC3,825$532K0.09%013F-HRTimeline
Beacon Bank & Trust3,824$532K0.11%+17313F-HRTimeline
Mayflower Financial Advisors, LLC3,820$532K0.06%+1613F-HRTimeline
SeaCrest Wealth Management, LLC3,774$531K0.05%-1513F-HRTimeline
Kapstone Financial Advisors LLC3,806$530K0.26%+14313F-HRTimeline
Scissortail Wealth Management, LLC3,792$528K0.12%new13F-HRTimeline
MATRIX ASSET ADVISORS INC/NY3,780$526K0.05%-28413F-HRTimeline
MCF Advisors LLC3,765$524K0.03%013F-HRTimeline
TruNorth Capital Management, LLC3,759$523K0.1%013F-HRTimeline
Modera Wealth Management, LLC3,757$523K0.01%-17413F-HRTimeline
LRI Investments, LLC3,743$521K0.04%013F-HRTimeline
Selective Wealth Management, Inc.3,550$521K0.16%-9813F-HRTimeline
GENESIS PRIVATE WEALTH, LLC3,732$519K0.16%-27113F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…3,708$517K0.12%+6313F-HRTimelineGroup
New Hampshire Trust3,709$516K0.1%013F-HRTimeline
WEST PACES ADVISORS INC.3,702$515K0.1%013F-HRTimeline
Rodgers & Associates, LTD3,700$515K0.05%013F-HRTimeline
Joel Adams & Associates, Inc.3,696$514K0.39%+2,10713F-HRTimeline
LJI Wealth Management, LLC3,671$511K0.08%+90113F-HRTimeline
DARA CAPITAL US, INC.3,660$509K0.45%13F-HRTimeline
M3 Advisory Group, LLC3,648$508K0.31%+913F-HRTimeline
O'ROURKE & COMPANY, Inc3,638$506K0.2%-1213F-HRTimeline
Ullmann Wealth Partners Group, LLC3,687$506K0.05%013F-HRTimeline
Fulton Bank, N.A.3,589$499K0.02%013F-HRTimeline
Addison Capital Co3,549$494K0.12%-39113F-HRTimeline
VestGen Advisors, LLC3,502$487K0.02%-8,86813F-HRTimeline
Emprise Bank3,474$483K0.2%013F-HRTimeline
Performance Wealth Partners, LLC3,471$483K0.01%-12213F-HRTimeline
Indiana Trust & Investment Management Co3,469$483K0.14%-16013F-HRTimeline
BSW Wealth Partners3,440$479K0.06%+413F-HRTimeline
Krilogy Financial LLC3,252$477K0.02%-1513F-HRTimeline
Key Client Fiduciary Advisors, LLC3,404$474K0.16%+14513F-HRTimeline
First National Trust Co3,401$473K0.02%+4813F-HRTimeline
Arkos Global Advisors3,398$473K0.06%-4413F-HRTimeline
Crewe Advisors LLC3,367$469K0.04%013F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC3,350$466K0.06%+11013F-HRTimeline
YHB Investment Advisors, Inc.3,350$466K0.03%-37513F-HRTimeline
Global Financial Private Client, LLC3,344$465K0.16%-5013F-HRTimeline
Serenus Wealth Advisors, LLC3,319$462K0.09%+313F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT3,310$461K0.03%-4913F-HRTimeline
Magnus Financial Group LLC3,304$460K0.04%+1813F-HRTimeline
Clark Capital Management Group, Inc.3,296$459K<0.01%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,286$457K0.01%-2,31913F-HRTimelineGroup
Sowell Financial Services LLC3,281$457K0.02%-18713F-HRTimeline
Nadler Financial Group, Inc.3,280$456K0.04%-5213F-HRTimeline
Fisher Asset Management, LLC3,273$456K<0.01%new13F-HRTimeline
Wealth Advisory Solutions, LLC3,269$455K0.11%+2013F-HRTimeline
Caliber Wealth Management, LLC / KS3,263$454K0.05%-6013F-HRTimeline
Quadcap Wealth Management, LLC3,259$454K0.05%013F-HRTimeline
M1 Capital Management LLC3,257$453K0.19%+713F-HRTimeline
Values Added Financial LLC3,252$453K0.19%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC3,251$452K0.23%013F-HRTimeline
Financially Speaking Inc3,241$451K0.29%-10213F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA3,230$449K0.03%013F-HRTimeline
AlphaCore Capital LLC3,223$449K0.01%+36713F-HRTimeline
TWO SIGMA SECURITIES, LLC3,211$447K0.06%-1,79713F-HRTimeline
PRIVATE MANAGEMENT GROUP INC3,203$446K0.01%013F-HRTimeline
Sound Income Strategies, LLC3,032$444K0.02%+15013F-HRTimeline
DUNCKER STREETT & CO INC3,179$442K0.08%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…3,158$439K0.02%+29513F-HR/ATimeline
Lakewood Asset Management LLC3,156$439K0.26%013F-HRTimeline
Fortitude Family Office, LLC3,155$439K0.1%013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC3,151$438K0.13%013F-HRTimeline
PW Nova Financial Services LLC3,124$438K0.17%13F-HRTimeline
Smith & Howard Wealth Management, LLC3,141$437K0.1%013F-HRTimeline
SkyOak Wealth, LLC3,138$437K0.08%013F-HRTimeline
Secure Asset Management, LLC3,136$436K0.07%+313F-HRTimeline
Clarity Wealth Advisors, LLC3,122$434K0.09%+513F-HRTimeline
Apella Capital, LLC3,121$434K0.01%new13F-HRTimeline
Creekside Partners3,116$434K0.18%+1113F-HRTimeline
HUB Investment Partners, LLC3,110$433K0.01%-1313F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC3,095$431K0.03%-5313F-HRTimeline
EQUITABLE TRUST CO3,078$428K0.02%013F-HRTimeline
Midwest Financial Group LLC3,061$426K0.19%+2213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,058$426K<0.01%-48113F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …3,014$424K<0.01%new13F-HRTimelineGroup
Mascagni Wealth Management, Inc.3,042$423K0.32%013F-HRTimeline
Realta Investment Advisors3,030$422K0.14%+45813F-HRTimeline
Pine Valley Investments Ltd Liability Co3,018$420K0.02%+213F-HRTimeline
WESCAP Management Group, Inc.3,013$419K0.08%013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC3,005$418K0.01%013F-HRTimelineGroup
STRATEGY ASSET MANAGERS LLC2,997$417K0.07%-17,35813F-HRTimeline
Roundview Capital LLC2,988$416K0.03%+12513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,988$416K<0.01%-10013F-HRTimelineGroup
ADAMSBROWN WEALTH CONSULTANTS LLC2,987$416K0.12%-6113F-HRTimeline
Archer Investment Corp2,984$415K0.09%+2113F-HRTimeline
Andrews Advisory Associates, LLC2,977$414K0.22%13F-HRTimeline
Madison Wealth Partners, Inc2,951$411K0.07%new13F-HRTimeline
First Heartland Consultants, Inc.2,950$411K0.03%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO2,947$410K0.01%-6513F-HRTimeline
Legacy Trust2,928$407K0.08%013F-HRTimeline
Berkshire Money Management, Inc.2,922$407K0.04%new13F-HRTimeline
Heartwood Wealth Advisors LLC2,917$406K0.04%-513F-HRTimeline
Stonebridge Financial Group, LLC2,915$406K0.03%013F-HRTimeline
Prairie Wealth Advisors, Inc.0$406K0.17%-2,89613F-HRTimelineAmount filed as zero, left out of ratios.
HEADINVEST, LLC2,905$404K0.08%-8813F-HRTimeline
Global Trust Asset Management, LLC2,900$404K0.16%-1,01713F-HRTimeline
Revisor Wealth Management LLC2,740$403K0.11%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,892$402K0.01%013F-HRTimeline
Acropolis Investment Management, LLC2,885$401K0.02%-13713F-HRTimeline
Clear Trail Advisors, LLC2,885$401K0.09%13F-HRTimeline
River Wealth Advisors LLC2,874$400K0.04%-2513F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC2,870$399K0.07%+57013F-HRTimeline
Hardin Capital Partners, LLC2,843$396K0.19%+35113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,842$396K0.01%-18813F-HRTimeline
King Wealth Management Group2,836$395K0.05%013F-HRTimeline
Plante Moran Financial Advisors, LLC2,831$394K0.02%-37813F-HRTimeline
Obermeyer Wealth Partners2,830$394K0.02%+28013F-HRTimeline
NTV Asset Management LLC2,825$393K0.04%-213F-HRTimeline
Round Rock Advisors LLC2,808$391K0.06%013F-HR/ATimeline
My Personal CFO, LLC2,800$390K0.16%new13F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,800$390K0.03%013F-HRTimeline
Beaird Harris Wealth Management, LLC2,797$389K0.03%new13F-HRTimeline
Greenwich Wealth Management LLC2,791$388K0.02%013F-HRTimeline
Maridea Wealth Management LLC2,777$386K0.06%-19613F-HRTimeline
Independent Advisor Alliance2,765$385K0.01%-913F-HRTimeline
DHJJ Financial Advisors, Ltd.2,759$384K0.13%-28613F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.2,759$384K0.06%013F-HRTimeline
Gen-Wealth Partners Inc2,757$384K0.12%013F-HRTimeline
WFA of San Diego, LLC2,752$383K0.28%-27513F-HRTimeline
ALBION FINANCIAL GROUP /UT2,743$382K0.02%013F-HRTimeline
Veridan Wealth LLC2,732$380K0.13%+2013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC2,724$379K0.21%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,720$379K0.01%+5013F-HRTimeline
YANKCOM Partnership2,715$378K0.16%013F-HRTimeline
SBI Securities Co., Ltd.2,710$377K0.01%+2813F-HRTimeline
AdvisorNet Financial, Inc2,708$377K0.02%+41713F-HRTimeline
Harfst & Associates, Inc.2,695$375K0.07%013F-HRTimeline
GHP Investment Advisors, Inc.2,692$375K0.02%-98613F-HRTimeline
S.E.E.D. Planning Group LLC2,687$374K0.11%-12313F-HRTimeline
KPP Advisory Services LLC2,686$374K0.05%+113F-HRTimeline
WEST BANCORPORATION INC2,685$374K0.2%-25013F-HRTimeline
Pictet North America Advisors SA2,682$373K0.04%013F-HRTimeline
Approach Retirement Advisors, LLC2,680$373K0.32%13F-HRTimeline
Provident Wealth Management, LLC2,678$373K0.11%+1213F-HRTimeline
Iron Gate Global Advisors LLC2,678$373K0.04%013F-HRTimeline
GAMMA Investing LLC2,660$370K0.02%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC2,659$370K0.02%+213F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC2,650$369K0.21%013F-HRTimeline
Eldridge Investment Advisors, Inc.2,640$367K0.08%013F-HRTimeline
Berger Financial Group, Inc2,628$366K0.02%+18513F-HRTimeline
CBIZ Investment Advisory Services, LLC2,600$362K0.01%+62013F-HRTimeline
AIRE ADVISORS, LLC2,600$362K0.07%013F-HRTimeline
Tennessee Valley Asset Management Partn…2,591$361K0.05%-1213F-HRTimeline
Parallel Advisors, LLC2,587$360K0.01%+13713F-HRTimeline
PHILADELPHIA TRUST CO2,580$359K0.02%013F-HRTimeline
BXM Wealth LLC2,570$358K0.28%013F-HRTimeline
Regal Investment Advisors LLC2,570$358K0.02%-39013F-HRTimeline
Avior Wealth Management, LLC2,548$355K0.01%+6813F-HRTimeline
Coastal Bridge Advisors, LLC2,540$354K0.03%+313F-HRTimeline
Crusonia Wealth Advisors LLC2,536$353K0.08%13F-HRTimeline
Resolute Wealth Strategies, LLC2,536$353K0.15%-10113F-HRTimeline
CGN Advisors LLC2,535$353K0.03%+513F-HRTimeline
Financial Partners Group, Inc2,359$351K0.04%-8913F-HRTimeline
Capital Investment Advisory Services, L…2,513$350K0.02%+213F-HRTimeline
Keel Point, LLC2,513$350K0.02%-98613F-HRTimeline
Clarius Group, LLC2,509$349K0.02%013F-HRTimeline
Vertex Planning Partners, LLC2,505$349K0.08%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.2,504$348K0.04%-2,41513F-HRTimeline
Cross Staff Investments Inc2,496$347K0.19%013F-HRTimeline
BECK MACK & OLIVER LLC2,483$346K0.01%013F-HRTimeline