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Disclosery

SDY SPDR SERIES TRUST

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SHS (fund)

1,175 managers (1,193 13F filers) reported a position in SDY shares at 2024-12-31, 67,155,194 shares in all. 64 filers opened a position and 84 filers sold out during the quarter.

Managers
1,175
13F filers
1,193
New
64
Added
349
Reduced
384
Sold out
84
Shares held by filers
67,155,194

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
WEST MICHIGAN ADVISORS, LLC2,374$314K0.09%+5213F-HRTimeline
Redwood Park Advisors LLC2,372$313K0.27%13F-HRTimeline
Baugh & Associates, LLC2,435$313K0.16%-36513F-HRTimeline
Marcum Wealth, LLC2,360$312K0.03%+4113F-HRTimeline
Carson Advisory Inc.2,347$310K0.22%-3,49013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,345$310K0.02%+16813F-HRTimeline
GAMMA Investing LLC2,326$307K0.03%013F-HRTimeline
Wealthstream Advisors, Inc.2,310$305K0.06%013F-HRTimeline
Cherry Tree Wealth Management, LLC2,310$305K0.08%-7113F-HRTimeline
Family Legacy, Inc.2,323$304K0.1%-7013F-HRTimeline
Core Wealth Management, Inc.2,298$304K0.12%013F-HRTimeline
Bernardo Wealth Planning LLC2,358$304K0.07%013F-HRTimeline
Rockbridge Investment Management, LCC2,291$303K0.04%new13F-HRTimeline
Iron Gate Global Advisors LLC2,300$302K0.04%013F-HRTimeline
ROMANO BROTHERS AND COMPANY2,285$302K0.04%013F-HRTimeline
Broadleaf Partners, LLC2,280$301K0.07%-30013F-HRTimeline
HM PAYSON & CO2,261$299K0.01%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,260$298K+202Timeline
Rappaport Reiches Capital Management, L…2,259$298K0.08%013F-HRTimeline
KPP Advisory Services LLC2,256$298K0.07%+413F-HRTimeline
MTM Investment Management, LLC2,250$297K0.11%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,235$295K0.01%013F-HRTimeline
Institute for Wealth Management, LLC.2,229$294K0.04%013F-HRTimeline
Hardin Capital Partners, LLC2,228$294K0.18%-7013F-HRTimeline
FAGAN ASSOCIATES, INC.2,227$294K0.05%+313F-HRTimeline
Ashton Thomas Private Wealth, LLC2,226$294K0.01%+56413F-HRTimeline
Element Wealth, LLC2,221$293K0.15%+31413F-HRTimeline
Roundview Capital LLC2,218$293K0.02%+50013F-HRTimeline
True Link Financial Advisors, LLC2,215$293K0.02%013F-HRTimeline
Thrive Wealth Management, LLC2,206$291K0.05%+413F-HRTimeline
Narus Financial Partners, LLC2,200$291K0.1%013F-HRTimeline
MAYPORT, LLC2,200$291K0.09%013F-HRTimeline
Caldwell Trust Co2,197$290K0.03%013F-HRTimeline
Intelligence Driven Advisers, LLC2,194$290K0.05%+6913F-HRTimeline
Aventura Private Wealth, LLC2,188$289K0.16%13F-HRTimeline
CHEMUNG CANAL TRUST CO2,184$289K0.06%013F-HRTimeline
EVOKE WEALTH, LLC2,177$288K0.01%013F-HRTimeline
Loudon Investment Management, LLC2,170$287K0.16%-84013F-HRTimeline
Clayton Financial Group LLC2,167$286K0.1%-57413F-HRTimeline
TrinityPoint Wealth, LLC2,160$285K0.04%-33213F-HRTimeline
Strategic Financial Concepts, LLC2,157$285K0.05%new13F-HR/ATimeline
JMG Financial Group, Ltd.2,154$285K0.01%013F-HRTimeline
CASCADE INVESTMENT GROUP, INC.2,143$283K0.2%013F-HRTimeline
Modern Wealth Management, LLC2,139$283K0.01%new13F-HR/ATimeline
Jackson Hole Capital Partners, LLC2,127$281K0.06%+113F-HRTimeline
Covenant Asset Management, LLC2,123$280K0.06%-4,51213F-HRTimeline
Wilson & Boucher Capital Management, LLC2,100$277K0.2%013F-HRTimeline
KOM Wealth Management Group, LLC2,099$277K0.2%+4113F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…2,088$276K0.01%013F-HRTimeline
J. W. Coons Advisors, LLC2,085$275K0.07%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,076$274K0.03%013F-HRTimeline
Avant Financial Advisors LLC2,065$273K0.25%13F-HRTimeline
Root Financial Partners, LLC2,061$272K0.03%new13F-HRTimeline
Marshall Financial Group, LLC2,044$270K0.07%013F-HRTimeline
Venture Visionary Partners LLC2,044$270K0.01%+19013F-HR/ATimeline
Fortune Financial Advisors, LLC2,041$270K0.25%013F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)2,035$269K<0.01%013F-HRTimelineGroup
Wilkins Miller Wealth Management, LLC2,028$268K0.28%13F-HRTimeline
RiverFront Investment Group, LLC2,027$268K0.01%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,024$267K0.12%013F-HRTimeline
McDonough Capital Management, Inc2,018$267K0.16%+1413F-HRTimeline
Colonial River Investments, LLC2,017$266K0.13%-32113F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,010$266K0.02%-33013F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC2,009$265K0.01%013F-HRTimeline
Leo Wealth, LLC2,001$264K0.02%-19113F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.2,000$264K0.04%new13F-HRTimeline
LM Advisors LLC2,000$264K0.05%013F-HR/ATimeline
Formidable Asset Management, LLC1,991$263K0.04%013F-HRTimeline
CBIZ Investment Advisory Services, LLC1,980$262K0.01%013F-HRTimeline
Crescent Grove Advisors, LLC1,972$261K0.03%013F-HRTimeline
Apriem Advisors1,965$260K0.03%new13F-HRTimeline
Beacon Capital Management, LLC1,951$258K0.03%+11213F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC1,948$257K0.07%013F-HRTimeline
Empower Advisory Group, LLC1,942$257K<0.01%-7113F-HRTimeline
KFA Private Wealth Group, LLC1,930$255K0.11%-19313F-HRTimeline
PITTENGER & ANDERSON INC1,928$255K0.01%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd1,926$254K0.01%new13F-HRTimelineGroup
Pacific Point Advisors, LLC1,896$253K0.15%13F-HRTimeline
Community Bank & Trust, Waco, Texas1,918$253K0.06%013F-HRTimeline
Plancorp, LLC1,912$253K0.01%+1513F-HRTimeline
Vise Technologies, Inc.1,909$252K0.02%-213F-HRTimeline
Friday Financial1,902$251K0.17%13F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC1,900$251K0.12%13F-HRTimeline
TFC Financial Management, Inc.1,900$251K0.04%013F-HRTimeline
Tanglewood Legacy Advisors, LLC1,897$251K0.11%+4713F-HRTimeline
Coastal Bridge Advisors, LLC1,896$250K0.06%013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp1,894$250K0.04%013F-HRTimelineGroup
Old North State Wealth Management, LLC1,879$249K0.14%+1313F-HRTimeline
WEBSTER BANK, N. A.1,880$248K0.03%-7013F-HRTimeline
GWN SECURITIES INC.1,853$248K0.07%13F-HRTimeline
Penobscot Investment Management Company…1,871$247K0.02%+213F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC1,866$246K0.02%+1513F-HRTimeline
RFG - Bristol Wealth Advisors, LLC1,864$246K0.08%13F-HRTimeline
Van Hulzen Asset Management, LLC1,856$245K0.02%-2913F-HRTimeline
GODSEY & GIBB, INC1,856$245K0.02%+1013F-HRTimeline
Summit X, LLC1,855$245K0.05%+18313F-HRTimeline
Wallace Advisory Group, LLC1,725$245K0.17%+413F-HRTimeline
Rodgers Brothers Inc.1,850$244K0.03%013F-HRTimeline
Cypress Wealth Services, LLC1,850$244K0.05%new13F-HRTimeline
Compass Financial Group, INC/SD1,847$244K0.05%-4513F-HRTimeline
Oldfather Financial Services, LLC1,838$243K0.09%013F-HRTimeline
Beacon Financial Advisory LLC1,834$242K0.08%-4513F-HRTimeline
Second Line Capital, LLC1,834$242K0.07%-47313F-HRTimeline
Full Sail Capital, LLC1,827$241K0.02%new13F-HRTimeline
WestHill Financial Advisors, Inc.1,822$241K0.05%013F-HRTimeline
Worth Asset Management, LLC1,819$240K0.13%013F-HRTimeline
CONDOR CAPITAL MANAGEMENT1,815$240K0.02%-913F-HRTimeline
Smith Salley Wealth Management1,808$239K0.02%013F-HRTimeline
BAILARD, INC.1,802$238K0.01%013F-HRTimeline
Bridgewealth Advisory Group, LLC1,764$238K0.07%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.1,795$237K0.02%013F-HRTimeline
Beverly Hills Private Wealth, LLC1,783$236K0.05%+1213F-HRTimeline
New Insight Wealth Advisors1,779$235K0.12%+11013F-HRTimeline
Goldstein Advisors, LLC1,765$233K0.03%+513F-HRTimeline
Allred Capital Management, LLC1,761$232K0.09%-113F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,742$230K0.02%-1513F-HRTimelineGroup
CITY HOLDING CO1,742$230K0.03%-15213F-HRTimeline
Fiduciary Group, LLC1,738$230K0.02%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC1,708$229K0.02%013F-HRTimeline
Ballentine Partners, LLC1,727$228K<0.01%013F-HRTimeline
THOMPSON DAVIS & CO., INC.1,713$226K0.15%013F-HRTimeline
Resonant Capital Advisors, LLC1,711$226K0.02%new13F-HRTimeline
EPIQ PARTNERS, LLC1,710$226K0.12%013F-HRTimeline
BALLAST ADVISORS LLC1,701$225K0.07%+6013F-HRTimeline
Fiduciary Alliance LLC1,691$223K0.02%-10213F-HRTimeline
Kathmere Capital Management, LLC1,689$223K0.02%013F-HRTimeline
McAdam, LLC1,683$222K0.01%+613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,682$222K0.02%+9713F-HRTimeline
Signature Wealth Management Group1,680$222K0.09%013F-HRTimeline
Riverstone Advisors, LLC1,680$222K0.13%013F-HRTimeline
Wescott Financial Advisory Group, LLC1,677$222K0.02%-5,69813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,671$221K<0.01%+84413F-HRTimelineGroup
Fortis Group Advisors, LLC1,664$220K0.04%new13F-HRTimeline
Shoker Investment Counsel, Inc.1,663$220K0.07%+413F-HRTimeline
North Star Investment Management Corp.1,663$220K0.02%013F-HRTimeline
WMS Partners, LLC1,660$219K0.01%013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC1,653$218K0.06%+1313F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp1,642$217K0.02%013F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…1,640$217K0.05%013F-HRTimeline
Center for Financial Planning, Inc.1,633$216K0.03%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,633$216K0.03%+5513F-HRTimeline
Princeton Global Asset Management LLC1,630$215K0.04%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,624$215K0.01%013F-HRTimeline
Gibson Capital, LLC1,622$214K0.04%013F-HRTimeline
Chancellor Financial Group WB LP1,622$214K0.17%13F-HRTimeline
Great Lakes Retirement, Inc.1,622$214K0.03%-29613F-HRTimeline
Sequent Asset Management, LLC1,620$214K0.11%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,620$214K0.01%013F-HRTimeline
Avidian Wealth Enterprises, LLC1,617$214K0.01%+7613F-HRTimeline
Marion Wealth Management1,613$213K0.06%+613F-HRTimeline
Joel Adams & Associates, Inc.1,611$213K0.19%13F-HRTimeline
Berkeley Capital Partners, LLC1,605$212K0.06%-6313F-HRTimeline
Seneca House Advisors1,604$212K0.08%+3713F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS1,600$211K0.01%013F-HRTimelineGroup
Future Financial Wealth Managment LLC1,600$211K0.15%013F-HRTimeline
Caerus Investment Advisors, LLC1,600$211K0.2%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,603$211K0.04%013F-HRTimeline
DAVIDSON TRUST CO1,597$211K0.11%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,595$211K0.01%013F-HRTimelineGroup
GG Group Ventures, LLC1,588$210K0.28%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,587$210K<0.01%-35513F-HRTimelineGroup
Choate Investment Advisors1,585$209K0.01%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP1,575$208K0.02%+1513F-HRTimeline
Nvest Financial, LLC1,570$207K0.11%+1113F-HRTimeline
Busey Bank1,567$207K0.01%+6613F-HRTimeline
Bangor Savings Bank1,559$206K0.02%013F-HRTimeline
Stonebridge Capital Advisors LLC1,559$206K0.02%013F-HRTimeline
Hurley Capital, LLC1,558$205K0.17%13F-HRTimeline
Tradition Wealth Management, LLC1,541$204K0.02%+413F-HRTimeline
Kraft, Davis & Associates, LLC1,524$203K0.06%+113F-HRTimeline
Everhart Financial Group, Inc.1,537$203K0.04%+5213F-HRTimeline
Gryphon Financial Partners LLC1,533$203K0.03%013F-HRTimeline
Brio Consultants, LLC1,525$201K0.03%+413F-HRTimeline
Cordgrass Capital Advisors, LLC1,514$200K0.06%013F-HRTimeline
ADIRONDACK TRUST CO1,460$193K0.07%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,451$192K0.01%+27713F-HRTimeline
Transcendent Capital Group LLC1,450$192K0.1%013F-HRTimeline
Hopwood Financial Services, Inc.1,400$185K0.14%13F-HRTimeline
WealthShield Partners, LLC1,348$178K0.03%013F-HRTimeline
Investment Research & Advisory Group, I…1,331$176K0.07%013F-HRTimeline
HORIZON BANCORP INC /IN/1,304$172K0.08%-3213F-HRTimeline
Hanson & Doremus Investment Management1,299$172K0.03%+913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,293$171K0.01%+1,18313F-HRTimeline
Versant Capital Management, Inc1,292$171K0.04%013F-HRTimeline
Luken Investment Analytics, LLC1,287$170K0.08%013F-HRTimeline
AdvisorNet Financial, Inc1,244$164K0.01%-7813F-HRTimeline
CoreCap Advisors, LLC1,243$164K0.01%-12,53913F-HRTimeline
Sandy Spring Bank1,210$160K0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,202$159K0.06%013F-HRTimeline
Pinnacle Bancorp, Inc.1,180$156K0.05%013F-HRTimeline
Nemes Rush Group LLC1,149$152K0.02%+96013F-HRTimeline
PFG Private Wealth Management, LLC1,126$149K0.08%-29313F-HRTimeline
Medallion Wealth Advisors, LLC1,091$147K0.07%13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,078$142K0.71%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,075$142K0.07%013F-HRTimeline
Activest Wealth Management1,074$142K0.04%+49513F-HRTimeline
WASHINGTON TRUST Co1,051$139K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…1,051$139K0.1%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,015$134K0.01%-7613F-HRTimeline
Mechanics Financial Corp1,000$132K0.06%new13F-HRTimeline