Skip to content

SDY SPDR SERIES TRUST

Follow

SHS (fund)

1,223 managers (1,243 13F filers) reported a position in SDY shares at 2026-03-31, 63,461,045 shares in all. 70 filers opened a position and 52 filers sold out during the quarter.

Managers
1,223
13F filers
1,243
New
70
Added
358
Reduced
446
Sold out
52
Shares held by filers
63,461,045

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
PHILLIPS FINANCIAL MANAGEMENT, LLC4,220$616K0.04%-65113F-HRTimeline
SUTTON PLACE INVESTORS LLC4,217$615K0.34%013F-HRTimeline
Bond & Devick Financial Network, Inc.4,207$614K0.17%013F-HRTimeline
Beacon Bridge Wealth Partners, LLC4,207$614K0.21%013F-HRTimeline
Martin Capital Partners, LLC4,196$612K0.23%-2,47713F-HRTimeline
TICINO WEALTH4,179$611K0.21%-14813F-HRTimeline
Robertson Stephens Wealth Management, L…4,151$606K0.02%-5913F-HRTimeline
Wood Tarver Financial Group, LLC4,134$603K0.17%-10013F-HRTimeline
SACKS & ASSOCIATES, LLC4,129$603K0.45%-46013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP4,115$601K0.02%013F-HRTimeline
Holistic Financial Partners4,110$600K0.22%-713F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…4,093$597K0.09%-3313F-HRTimeline
HBK Sorce Advisory LLC4,033$597K0.01%+813F-HRTimeline
Horst & Graben Wealth Management LLC4,027$597K0.08%-21113F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC4,060$592K0.16%new13F-HRTimeline
Fulton Bank, N.A.4,039$589K0.02%+45013F-HRTimeline
Key Financial Inc4,029$588K0.1%013F-HRTimeline
Ellis Investment Partners, LLC4,021$587K0.1%-9013F-HRTimeline
ZWJ INVESTMENT COUNSEL INC4,014$586K0.02%-25013F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV4,012$586K0.38%+2013F-HRTimeline
Ashford Advisors, LLC4,000$584K0.14%013F-HRTimeline
Harbor Asset Planning, Inc.3,993$583K0.49%+2313F-HRTimeline
Vise Technologies, Inc.4,176$581K0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.3,962$578K0.03%-6,49113F-HRTimeline
Wealth Advisory Solutions, LLC3,956$577K0.13%+68713F-HRTimeline
DDD Partners, LLC3,938$575K0.04%new13F-HRTimeline
Csenge Advisory Group3,933$574K0.03%+3113F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV3,921$572K0.54%-37813F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.3,861$569K0.32%+1013F-HRTimeline
Missouri Trust & Investment Co3,900$569K0.17%-26013F-HRTimeline
MCF Advisors LLC3,880$566K0.02%+11513F-HRTimeline
PRIVATE TRUST CO NA3,874$565K0.05%013F-HRTimeline
FAS Wealth Partners, Inc.3,823$558K0.03%-18813F-HRTimeline
PATRON PARTNERS, LLC3,806$555K0.25%-13913F-HRTimeline
Kapstone Financial Advisors LLC3,806$555K0.27%013F-HRTimeline
Jacobi Capital Management LLC3,804$555K0.03%-3913F-HRTimeline
SeaCrest Wealth Management, LLC3,786$552K0.06%+1213F-HRTimeline
MATRIX ASSET ADVISORS INC/NY3,782$552K0.05%+213F-HRTimeline
New Hampshire Trust3,775$551K0.11%+6613F-HRTimeline
Valeo Financial Advisors, LLC3,772$550K0.01%-70713F-HRTimeline
Mayflower Financial Advisors, LLC3,771$550K0.07%-4913F-HRTimeline
Modera Wealth Management, LLC3,762$549K0.01%+513F-HRTimeline
TruNorth Capital Management, LLC3,759$549K0.11%013F-HRTimeline
LRI Investments, LLC3,743$546K0.05%013F-HRTimeline
Apella Capital, LLC3,656$545K0.01%+53513F-HRTimeline
LS Investment Advisors, LLC3,705$541K0.08%-15013F-HRTimeline
WEST PACES ADVISORS INC.3,702$540K0.1%013F-HRTimeline
Rodgers & Associates, LTD3,700$540K0.05%013F-HRTimeline
M3 Advisory Group, LLC3,696$539K0.33%+4813F-HRTimeline
Ullmann Wealth Partners Group, LLC3,687$538K0.06%013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …3,685$538K0.01%-12,45513F-HRTimelineGroup
Clark Capital Management Group, Inc.3,678$537K<0.01%+38213F-HRTimeline
GENESIS PRIVATE WEALTH, LLC3,668$535K0.17%-6413F-HRTimeline
DARA CAPITAL US, INC.3,660$534K0.51%013F-HRTimeline
Truepoint, Inc.3,617$528K0.01%-1,55213F-HRTimeline
Key Client Fiduciary Advisors, LLC3,535$516K0.18%+13113F-HRTimeline
TSFG, LLC3,503$511K0.08%-45513F-HRTimeline
Emprise Bank3,474$507K0.2%013F-HRTimeline
Indiana Trust & Investment Management Co3,469$506K0.16%013F-HRTimeline
HUB Investment Partners, LLC3,459$505K0.01%+34913F-HRTimeline
Magnus Financial Group LLC3,448$503K0.04%+14413F-HRTimeline
Selective Wealth Management, Inc.3,405$503K0.15%-14513F-HRTimeline
Capital Asset Advisory Services LLC3,364$502K0.02%-1,00913F-HRTimeline
Arkos Global Advisors3,398$496K0.06%013F-HRTimeline
Princeton Global Asset Management LLC3,389$495K0.08%-1,49813F-HRTimeline
Crewe Advisors LLC3,347$488K0.04%-2013F-HRTimeline
Global Financial Private Client, LLC3,344$488K0.16%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,341$488K0.01%+5513F-HRTimelineGroup
Serenus Wealth Advisors, LLC3,322$485K0.1%+313F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC3,311$483K0.23%+6013F-HRTimeline
SkyOak Wealth, LLC3,308$483K0.09%+17013F-HRTimeline
First National Trust Co3,302$482K0.02%-9913F-HRTimeline
Smartleaf Asset Management LLC3,328$481K0.02%-1,00513F-HRTimeline
Krilogy Financial LLC3,252$481K0.02%013F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC3,286$480K0.07%-6413F-HRTimeline
YHB Investment Advisors, Inc.3,284$479K0.03%-6613F-HRTimeline
Gateway Wealth Partners, LLC3,280$479K0.02%+1,66013F-HRTimeline
BSW Wealth Partners3,273$478K0.06%-16713F-HRTimeline
M1 Capital Management LLC3,263$476K0.22%+613F-HRTimeline
Quadcap Wealth Management, LLC3,259$476K0.05%013F-HRTimeline
Values Added Financial LLC3,252$475K0.2%013F-HRTimeline
Performance Wealth Partners, LLC3,251$474K0.01%-22013F-HRTimeline
Caliber Wealth Management, LLC / KS3,248$474K0.05%-1513F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA3,230$471K0.03%013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC3,203$467K0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,199$467K0.01%-1,02613F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB3,159$461K0.01%+1,42113F-HRTimeline
AlphaCore Capital LLC3,158$461K0.01%-6513F-HRTimeline
Lakewood Asset Management LLC3,156$461K0.29%013F-HRTimeline
Fortitude Family Office, LLC3,155$460K0.1%013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC3,151$460K0.13%013F-HRTimeline
Smith & Howard Wealth Management, LLC3,141$458K0.1%013F-HRTimeline
Payne Capital Management, LLC3,138$458K0.14%-2,53613F-HRTimeline
Secure Asset Management, LLC3,132$457K0.07%-413F-HRTimeline
Madison Wealth Partners, Inc3,132$457K0.07%+18113F-HRTimeline
Creekside Partners3,126$456K0.19%+1013F-HRTimeline
PW Nova Financial Services LLC3,108$454K0.11%-1613F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC3,104$453K0.03%+913F-HRTimeline
MAYPORT, LLC3,100$452K0.08%+90013F-HRTimeline
Clarity Wealth Advisors, LLC3,098$452K0.09%-2413F-HRTimeline
Financially Speaking Inc3,082$450K2.18%-15913F-HRTimeline
Midwest Financial Group LLC3,080$449K0.19%+1913F-HRTimeline
EQUITABLE TRUST CO3,078$449K0.02%013F-HRTimeline
DUNCKER STREETT & CO INC3,061$447K0.08%-11813F-HRTimeline
Plante Moran Financial Advisors, LLC3,043$444K0.03%+21213F-HRTimeline
Mascagni Wealth Management, Inc.3,042$444K0.32%013F-HRTimeline
DHJJ Financial Advisors, Ltd.3,030$442K0.15%+27113F-HRTimeline
Pine Valley Investments Ltd Liability Co3,029$442K0.02%+1113F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …3,014$440K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC3,017$440K<0.01%-4113F-HRTimelineGroup
WESCAP Management Group, Inc.3,013$440K0.09%013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC3,006$439K0.01%+113F-HRTimelineGroup
Archer Investment Corp3,001$438K0.09%+1713F-HRTimeline
Roundview Capital LLC2,987$436K0.03%-113F-HRTimeline
Andrews Advisory Associates, LLC2,978$435K0.23%+113F-HRTimeline
STRATEGY ASSET MANAGERS LLC2,955$431K0.07%-4213F-HRTimeline
Prairie Wealth Advisors, Inc.0$428K0.19%013F-HRTimelineAmount filed as zero, left out of ratios.
Legacy Trust2,928$427K0.08%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,892$427K0.01%013F-HRTimeline
Clear Trail Advisors, LLC2,922$427K0.07%+3713F-HRTimeline
Stonebridge Financial Group, LLC2,915$425K0.03%013F-HRTimeline
Heartwood Wealth Advisors LLC2,910$425K0.04%-713F-HRTimeline
HEADINVEST, LLC2,905$424K0.09%013F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC2,895$422K0.08%+2513F-HRTimeline
Acropolis Investment Management, LLC2,885$421K0.02%013F-HRTimeline
River Wealth Advisors LLC2,874$419K0.05%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…2,863$418K0.02%-29513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,847$416K0.01%+513F-HRTimeline
Hardin Capital Partners, LLC2,845$415K0.19%+213F-HRTimeline
O'ROURKE & COMPANY, Inc2,843$415K0.16%-79513F-HRTimeline
King Wealth Management Group2,836$414K0.05%013F-HRTimeline
Obermeyer Wealth Partners2,830$413K0.02%013F-HRTimeline
AdvisorNet Financial, Inc2,820$412K0.02%+11213F-HRTimeline
Round Rock Advisors LLC2,808$410K0.06%013F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC2,802$409K0.11%-18513F-HRTimeline
Lynx Investment Advisory2,780$406K0.19%new13F-HRTimeline
Maridea Wealth Management LLC2,777$405K0.06%013F-HRTimeline
Greenwich Wealth Management LLC2,776$405K0.02%-1513F-HRTimeline
Fourth Dimension Wealth, LLC2,772$405K0.15%+2,63013F-HRTimeline
Sowell Financial Services LLC2,762$403K0.01%-51913F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.2,759$403K0.06%013F-HRTimeline
Gen-Wealth Partners Inc2,757$402K0.13%013F-HRTimeline
Financial Partners Group, Inc2,753$402K0.05%+39413F-HRTimeline
Veridan Wealth LLC2,748$401K0.15%+1613F-HRTimeline
ALBION FINANCIAL GROUP /UT2,743$400K0.03%013F-HRTimeline
Revisor Wealth Management LLC2,740$400K0.11%013F-HRTimeline
SBI Securities Co., Ltd.2,734$399K0.01%+2413F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC2,724$398K0.22%013F-HRTimeline
Global Assets Advisory, LLC5,244$397K0.11%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,720$397K0.01%013F-HR/ATimeline
GHP Investment Advisors, Inc.2,692$393K0.02%013F-HRTimeline
Provident Wealth Management, LLC2,689$392K0.12%+1113F-HRTimeline
S.E.E.D. Planning Group LLC2,687$392K0.11%013F-HRTimeline
LJI Wealth Management, LLC2,687$392K0.06%-98413F-HRTimeline
WEST BANCORPORATION INC2,685$392K0.2%013F-HRTimeline
Pictet North America Advisors SA2,682$391K0.04%013F-HRTimeline
Realta Investment Advisors2,681$391K0.14%-34913F-HRTimeline
Approach Retirement Advisors, LLC2,680$391K0.33%013F-HRTimeline
Iron Gate Global Advisors LLC2,678$391K0.04%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC2,661$388K0.02%+213F-HRTimeline
GAMMA Investing LLC2,660$388K0.02%013F-HRTimeline
NTV Asset Management LLC2,659$388K0.04%-16613F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC2,650$387K0.21%013F-HRTimeline
Patriot Financial Group Insurance Agenc…2,640$385K0.02%new13F-HRTimeline
Resonant Capital Advisors, LLC2,640$385K0.02%+1,05013F-HRTimeline
Berger Financial Group, Inc2,626$383K0.02%-213F-HRTimeline
KPP Advisory Services LLC2,617$382K0.06%-6913F-HRTimeline
CBIZ Investment Advisory Services, LLC2,600$379K0.01%013F-HRTimeline
AIRE ADVISORS, LLC2,600$379K0.07%013F-HRTimeline
Tennessee Valley Asset Management Partn…2,591$378K0.05%013F-HRTimeline
Eldridge Investment Advisors, Inc.2,590$378K0.08%-5013F-HRTimeline
PHILADELPHIA TRUST CO2,580$377K0.03%013F-HRTimeline
BXM Wealth LLC2,570$375K0.29%013F-HRTimeline
Modern Wealth Management, LLC2,556$373K0.01%+17413F-HRTimeline
Resolute Wealth Strategies, LLC2,543$371K0.16%+713F-HRTimeline
Crusonia Wealth Advisors LLC2,536$370K0.08%013F-HRTimeline
Goldstein Advisors, LLC2,534$370K0.04%+67413F-HRTimeline
KFA Private Wealth Group, LLC2,528$369K0.09%+52013F-HRTimeline
Asset Dedication, LLC2,522$368K0.03%-1,50513F-HRTimeline
Keel Point, LLC2,515$367K0.02%+213F-HRTimeline
Factor Wealth Management LTD2,514$367K0.07%new13F-HRTimeline
Turtle Creek Wealth Advisors, LLC2,508$366K0.03%-3,30913F-HRTimeline
Vertex Planning Partners, LLC2,505$366K0.07%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,500$365K0.03%-30013F-HRTimeline
Cross Staff Investments Inc2,496$364K0.18%013F-HRTimeline
Avior Wealth Management, LLC2,493$364K0.01%-5513F-HRTimeline
BECK MACK & OLIVER LLC2,483$362K0.01%013F-HRTimeline
HOGE FINANCIAL SERVICES, LLC2,480$362K0.19%+1513F-HRTimeline
RiverFront Investment Group, LLC2,478$362K0.01%013F-HRTimeline
Regal Investment Advisors LLC2,474$361K0.02%-9613F-HRTimeline
Hoffman, Alan N Investment Management2,471$361K0.24%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC2,466$360K0.08%+9713F-HRTimeline
Shepherd Street Advisors LLC2,460$359K0.35%013F-HRTimeline
Element Wealth, LLC2,453$358K0.15%013F-HRTimeline
Harfst & Associates, Inc.2,450$358K0.06%-24513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,448$357K0.03%+613F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.2,444$357K<0.01%+75413F-HRTimeline
YANKCOM Partnership2,442$356K0.15%-27313F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC2,437$356K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…2,434$355K0.03%-7913F-HRTimeline