Skip to content
Disclosery

SDY SPDR SERIES TRUST

Follow

SHS (fund)

1,231 managers (1,250 13F filers) reported a position in SDY shares at 2026-06-30, 63,748,815 shares in all. 58 filers opened a position and 52 filers sold out during the quarter.

Managers
1,231
13F filers
1,250
New
58
Added
374
Reduced
438
Sold out
52
Shares held by filers
63,748,815

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
TCTC Holdings, LLCin group TCTC Holdings, LLC2,399$365K0.01%013F-HRTimelineGroup
Veltria Advisors Corp.2,391$364K1.12%013F-HRTimeline
OAKWORTH CAPITAL, INC.2,389$364K0.02%+1,61313F-HRTimeline
Redwood Park Advisors LLC2,382$362K0.26%+213F-HRTimeline
Mainstream Capital Management LLC2,371$361K0.22%-4913F-HRTimeline
BOSTON FAMILY OFFICE LLC2,361$359K0.02%013F-HRTimeline
Bernardo Wealth Planning LLC2,358$359K0.06%013F-HRTimeline
Regal Investment Advisors LLC2,354$358K0.02%-12013F-HRTimeline
Shared Vision Wealth Group LLC2,351$358K0.12%013F-HRTimeline
McKinley Carter Wealth Services, Inc.2,346$357K0.02%+12013F-HRTimeline
WEST BANCORPORATION INC2,336$355K0.15%-34913F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,335$355K+1Timeline
TITLEIST ASSET MANAGEMENT, LLC2,332$355K0.02%013F-HRTimeline
Meramec Financial Planners, LLC2,264$355K0.13%+6113F-HRTimeline
United Advisor Group, LLC2,324$354K0.04%013F-HRTimeline
CGN Advisors LLC2,323$354K0.03%+413F-HRTimeline
Beaird Harris Wealth Management, LLC2,312$352K0.02%013F-HRTimeline
Intelligence Driven Advisers, LLC2,311$352K0.06%+1413F-HRTimeline
Greenspring Advisors, LLC2,310$352K0.02%013F-HRTimeline
Cherry Tree Wealth Management, LLC2,310$352K0.07%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO2,297$350K0.01%013F-HRTimeline
Cypress Wealth Services, LLC2,294$349K0.04%-2113F-HRTimeline
Rockbridge Investment Management, LCC2,293$349K0.03%013F-HRTimeline
ROMANO BROTHERS AND COMPANY2,285$348K0.03%013F-HRTimeline
LANARK FINANCIAL, INC.2,274$346K0.02%-14913F-HRTimeline
MidAtlantic Capital Management, Inc.2,274$346K0.22%013F-HRTimeline
HM PAYSON & CO2,261$344K<0.01%013F-HRTimeline
DAVIDSON TRUST CO2,261$344K0.13%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,259$344K0.01%+2,25513F-HRTimelineGroup
First Heartland Consultants, Inc.2,239$341K0.02%013F-HRTimeline
KOM Wealth Management Group, LLC2,217$337K0.2%+17513F-HRTimeline
Asset Dedication, LLC2,201$335K0.02%-32113F-HRTimeline
Narus Financial Partners, LLC2,200$335K0.09%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/2,200$335K0.11%-6,45013F-HRTimelineGroup
ENTRUST FINANCIAL LLC2,184$332K0.22%+113F-HRTimeline
CHEMUNG CANAL TRUST CO2,184$332K0.06%013F-HRTimeline
Factor Wealth Management LTD2,180$332K0.05%-33413F-HRTimeline
Texas Capital Bank Wealth Management Se…2,174$331K0.02%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,171$330K0.01%+513F-HRTimelineGroup
ADVISORY RESEARCH INC2,164$329K0.03%013F-HRTimeline
Citizens Business Bank2,157$328K0.05%013F-HRTimeline
Garden State Investment Advisory Servic…2,141$326K0.06%+213F-HRTimeline
Gainplan LLC2,139$326K0.13%013F-HRTimeline
Sequent Asset Management, LLC2,125$323K0.14%+13513F-HRTimeline
Plancorp, LLC2,088$323K0.01%+11313F-HRTimeline
Lodestone Wealth Management LLC2,119$323K0.11%+513F-HRTimeline
EPG Wealth Management LLC2,116$322K0.08%+10013F-HRTimeline
Institute for Wealth Management, LLC.2,109$321K0.03%013F-HRTimeline
LM Advisors LLC2,095$319K0.04%+1,79213F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC2,095$319K0.02%+79513F-HRTimeline
WJ Financial Advisors LLC2,094$319K0.23%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,085$317K<0.01%-4013F-HRTimelineGroup
EQUITABLE TRUST CO2,078$316K0.01%-1,00013F-HRTimeline
McDonough Capital Management, Inc2,076$316K0.16%+1213F-HRTimeline
CAP Partners, LLC2,075$316K0.15%013F-HRTimeline
Foundations Investment Advisors, LLC2,068$315K<0.01%+24513F-HRTimeline
Visionary Horizons, LLC2,066$314K0.13%-10,94613F-HRTimeline
Avant Financial Advisors LLC2,065$314K0.2%013F-HRTimeline
Nadler Financial Group, Inc.2,058$313K0.03%-23513F-HRTimeline
PITTENGER & ANDERSON INC2,056$313K0.01%-8013F-HRTimeline
Fortune Financial Advisors, LLC2,041$311K0.13%013F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)2,035$310K<0.01%013F-HRTimelineGroup
OFS Enterprise LLC2,017$307K0.08%013F-HRTimeline
Ellsworth Advisors, LLC2,012$307K0.05%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,016$307K0.02%-913F-HRTimeline
CASCADE INVESTMENT GROUP, INC.2,013$306K0.17%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC2,009$306K0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.2,000$304K0.03%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC1,999$304K0.02%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.1,985$302K0.03%013F-HRTimeline
Main Street Financial Solutions, LLC1,974$300K0.02%-20513F-HRTimeline
Carson Advisory Inc.1,972$300K0.14%+35013F-HRTimeline
Fortis Capital Advisors, LLC1,952$297K0.03%-13013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC1,948$296K0.01%013F-HRTimeline
Friday Financial1,902$296K0.08%013F-HRTimeline
Gateway Wealth Partners, LLC1,943$296K0.02%-1,33713F-HRTimeline
Family Legacy, Inc.1,940$295K0.08%013F-HRTimeline
Bay Capital Advisors, LLC1,937$295K0.16%-43513F-HRTimeline
Wallace Advisory Group, LLC1,932$294K0.28%+17913F-HRTimeline
WFA of San Diego, LLC1,853$293K0.24%013F-HRTimeline
SAX WEALTH ADVISORS, LLC2,006$293K0.01%-2813F-HRTimeline
Community Bank & Trust, Waco, Texas1,918$292K0.05%013F-HRTimeline
Formidable Asset Management, LLC1,991$291K0.05%013F-HRTimeline
Summit Wealth Partners, LLC1,908$290K0.04%013F-HRTimeline
Baugh & Associates, LLC1,900$289K0.13%013F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC1,900$289K0.09%013F-HRTimeline
Pacific Point Advisors, LLC1,896$289K0.13%013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp1,894$288K0.03%013F-HRTimelineGroup
HOWE & RUSLING INC1,891$288K0.02%+3813F-HRTimeline
EAGLE GLOBAL ADVISORS LLC1,891$288K0.01%-36513F-HRTimeline
Thrive Wealth Management, LLC1,888$287K0.04%+313F-HRTimeline
Pinnacle Wealth Management Group, Inc.1,883$287K0.13%013F-HRTimeline
PATTEN & PATTEN INC/TN1,882$286K0.02%-40213F-HRTimeline
Straight Path Wealth Management1,878$286K0.07%-5513F-HRTimeline
FAGAN ASSOCIATES, INC.1,877$286K0.04%-19713F-HRTimeline
Advisors Capital Management, LLC1,871$285K<0.01%+10413F-HRTimeline
Western Reserve Capital Management, LLC1,868$284K0.21%013F-HRTimeline
Elmwood Wealth Management, Inc.1,864$284K0.07%new13F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO1,862$283K0.02%+1113F-HRTimeline
Invst, LLC1,856$282K0.03%013F-HRTimeline
Washington Trust Advisors, Inc.1,844$281K0.02%013F-HRTimeline
WestHill Financial Advisors, Inc.1,822$277K0.05%013F-HRTimeline
Worth Asset Management, LLC1,819$277K0.09%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.1,819$277K0.02%013F-HRTimeline
Financial Partners Group, Inc1,818$277K0.03%-93513F-HRTimeline
CONDOR CAPITAL MANAGEMENT1,815$276K0.02%013F-HRTimeline
LongView Wealth Management1,815$276K0.07%new13F-HRTimeline
Fiduciary Alliance LLC1,814$276K0.02%-19913F-HRTimeline
Quaker Wealth Management, LLC1,811$276K0.08%013F-HRTimeline
Center For Asset Management LLC1,810$275K0.12%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,806$275K0.02%-20513F-HRTimeline
Foster Group, Inc.1,804$275K0.01%+2013F-HRTimeline
Caldwell Trust Co1,804$275K0.02%-17013F-HRTimeline
Rodgers Brothers Inc.1,800$274K0.03%013F-HRTimeline
Coastal Bridge Advisors, LLC1,794$273K0.02%013F-HRTimeline
Penobscot Investment Management Company…1,789$272K0.02%+213F-HRTimeline
Bison Wealth, LLC1,754$272K0.03%013F-HRTimeline
Accurate Wealth Management, LLC1,753$271K0.03%new13F-HRTimeline
Premier Path Wealth Partners, LLC1,773$270K0.03%+1713F-HRTimeline
Pure Financial Advisors, LLC1,763$268K<0.01%-5713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,760$268K0.03%-7513F-HRTimeline
55 North Private Wealth, LLC1,755$267K0.05%-3113F-HRTimeline
GDS Wealth Management1,753$267K0.01%013F-HRTimeline
Asset One Wealth Management LLC1,747$266K0.03%+5113F-HRTimeline
Fiduciary Group, LLC1,748$266K0.02%013F-HRTimeline
MTM Investment Management, LLC1,743$265K0.08%+32813F-HRTimeline
Bridgewater Advisors Inc.1,700$265K0.01%+31413F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC1,739$265K0.02%-5013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,730$263K<0.01%-10613F-HRTimelineGroup
Berkeley Capital Partners, LLC1,726$263K0.05%+213F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC1,725$263K0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC1,719$262K0.02%-7213F-HRTimeline
Smith Salley Wealth Management1,717$261K0.01%013F-HRTimeline
Financial Insights, Inc.1,714$261K0.07%013F-HRTimeline
Chancellor Financial Group WB LP1,707$260K0.16%+5013F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,700$259K0.05%new13F-HR/ATimeline
ALONGSIDE, LLC1,700$259K0.05%13F-HRTimeline
Bluespring Wealth Management, LLC1,698$258K<0.01%new13F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…1,695$258K<0.01%013F-HRTimelineGroup
JMG Financial Group, Ltd.1,691$257K0.01%-46313F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group1,685$256K0.02%+3513F-HRTimelineGroup
Walkner Condon Financial Advisors LLC1,679$256K0.03%013F-HRTimeline
Venture Visionary Partners LLC1,674$255K0.01%-513F-HRTimeline
Seneca House Advisors1,668$254K0.09%+1113F-HRTimeline
Busey Bank1,664$253K0.01%+3013F-HRTimeline
Bienville Capital Management, LLC1,650$251K0.04%new13F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC1,645$250K0.02%013F-HRTimeline
Xcel Wealth Management, LLC1,639$249K0.06%+113F-HRTimeline
Partners in Financial Planning1,632$248K0.04%new13F-HRTimeline
Trilogy Capital Inc.1,629$248K0.01%013F-HRTimeline
Selby Wealth Management, LLC1,625$247K0.09%-20213F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,624$247K0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,620$247K0.01%013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.1,619$246K0.09%-9313F-HRTimeline
Future Financial Wealth Managment LLC1,600$246K0.15%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC1,615$246K0.01%013F-HRTimeline
SHP Wealth Management1,610$245K0.02%013F-HRTimeline
Core Wealth Management, Inc.1,606$244K0.07%-33113F-HRTimeline
Sage Investment Advisers LLC1,604$244K0.16%new13F-HRTimeline
Center for Financial Planning, Inc.1,603$244K0.02%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS1,600$243K0.01%013F-HRTimelineGroup
Bridgewealth Advisory Group, LLC1,600$243K0.05%013F-HRTimeline
Caerus Investment Advisors, LLC1,600$243K0.08%013F-HRTimeline
Strata Wealth Advisors, LLC1,600$243K0.06%013F-HRTimeline
Kathmere Capital Management, LLC1,599$243K0.01%-10013F-HRTimeline
BAILARD, INC.1,593$242K<0.01%-21313F-HRTimeline
RFG - Bristol Wealth Advisors, LLC1,592$242K0.06%+313F-HRTimeline
Wilkins Miller Wealth Management, LLC1,591$242K0.13%-36013F-HRTimeline
Van Hulzen Asset Management, LLC1,585$241K0.02%-49413F-HRTimeline
Procyon Advisors, LLC1,577$240K0.01%-52413F-HRTimeline
Brio Consultants, LLC1,563$238K0.03%+413F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC1,562$238K0.05%013F-HRTimeline
Capital Squared Financial LLC1,556$237K0.15%+1013F-HRTimeline
Diversified Enterprises, LLC1,551$236K0.01%013F-HRTimeline
Financial Alternatives, Inc1,549$236K0.12%013F-HRTimeline
Financial Concepts Unlimited, Inc.1,547$235K0.18%+13213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,541$235K<0.01%+6713F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…1,525$232K0.03%013F-HRTimeline
Advisory Solutions Group, LLC1,517$231K0.08%13F-HRTimeline
HTG Investment Advisors, Inc.1,516$231K0.06%-45413F-HRTimeline
WEALTH EFFECTS LLC1,510$230K0.06%013F-HRTimeline
Apriem Advisors1,508$229K0.02%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,500$228K<0.01%013F-HRTimelineGroup
Crescent Grove Advisors, LLC1,500$228K0.02%013F-HRTimeline
True Link Financial Advisors, LLC1,500$228K0.01%013F-HR/ATimeline
Covenant Asset Management, LLC1,498$228K0.04%-62513F-HRTimeline
KLCM Advisors, Inc.1,494$227K0.02%-6513F-HRTimeline
ICW Investment Advisors LLC1,493$227K0.08%+913F-HRTimeline
Shoker Investment Counsel, Inc.1,490$227K0.06%-11113F-HRTimeline
Diesslin Group, Inc.1,490$227K0.09%new13F-HRTimeline
Bangor Savings Bank1,481$225K0.02%+7913F-HRTimeline
Wrenne Financial Planning LLC1,480$225K0.08%013F-HRTimeline
Global Wealth Management, LLC1,478$225K0.11%+813F-HRTimeline
Summit Asset Management, LLC1,475$224K0.03%013F-HRTimeline
Marshall Financial Group, LLC1,473$224K0.03%013F-HRTimeline
BANTAMAC CAPITAL, LLC1,470$224K0.16%013F-HRTimeline
Rehmann Capital Advisory Group1,467$223K0.01%+1013F-HRTimeline
Oxler Private Wealth LLC1,460$222K0.06%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,454$221K<0.01%new13F-HRTimelineGroup
MARCO INVESTMENT MANAGEMENT LLC1,448$220K0.01%013F-HRTimeline