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Disclosery

SDY SPDR SERIES TRUST

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SHS (fund)

1,161 managers (1,177 13F filers) reported a position in SDY shares at 2025-03-31, 64,673,503 shares in all. 59 filers opened a position and 67 filers sold out during the quarter.

Managers
1,161
13F filers
1,177
New
59
Added
322
Reduced
478
Sold out
67
Shares held by filers
64,673,503

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Baugh & Associates, LLC2,338$308K0.16%-9713F-HRTimeline
Evercore Wealth Management, LLC2,267$308K<0.01%-14013F-HRTimeline
John W. Brooker & Co., CPAs2,266$307K0.13%-15413F-HRTimeline
HM PAYSON & CO2,261$307K0.01%013F-HRTimeline
Rappaport Reiches Capital Management, L…2,259$307K0.08%013F-HRTimeline
Marcum Wealth, LLC2,254$306K0.03%-10613F-HRTimeline
Regal Investment Advisors LLC2,250$305K0.02%new13F-HRTimeline
MTM Investment Management, LLC2,250$305K0.12%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,329$304K0.03%new13F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,235$303K0.01%013F-HRTimeline
FAGAN ASSOCIATES, INC.2,230$303K0.05%+313F-HRTimeline
Fiduciary Alliance LLC2,222$301K0.03%+53113F-HRTimeline
Element Wealth, LLC2,221$301K0.16%013F-HRTimeline
Fortune Financial Advisors, LLC2,216$301K0.26%+17513F-HRTimeline
Roundview Capital LLC2,204$299K0.02%-1413F-HRTimeline
Narus Financial Partners, LLC2,200$298K0.1%013F-HRTimeline
MAYPORT, LLC2,200$298K0.08%013F-HRTimeline
Caldwell Trust Co2,197$298K0.03%013F-HRTimeline
Loudon Investment Management, LLC2,187$297K0.17%+1713F-HRTimeline
CHEMUNG CANAL TRUST CO2,184$296K0.07%013F-HRTimeline
Carson Advisory Inc.2,182$296K0.2%-16513F-HRTimeline
EVOKE WEALTH, LLC2,177$295K0.01%013F-HRTimeline
Clayton Financial Group LLC2,174$295K0.11%+713F-HRTimeline
Nalls Sherbakoff Group, LLC2,172$295K0.24%13F-HRTimeline
Algorithmic Investment Models, LLC2,161$293K0.22%-20,02413F-HRTimeline
Intelligence Driven Advisers, LLC2,154$292K0.06%-4013F-HRTimeline
JMG Financial Group, Ltd.2,154$292K0.01%013F-HRTimeline
Family Legacy, Inc.2,135$290K0.1%-18813F-HRTimeline
Hardin Capital Partners, LLC2,131$289K0.18%-9713F-HRTimeline
Foster Victor Wealth Advisors, LLC2,257$289K0.02%new13F-HRTimeline
Jackson Hole Capital Partners, LLC2,127$289K0.06%013F-HRTimeline
Covenant Asset Management, LLC2,123$288K0.07%013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC2,119$288K0.1%+25513F-HRTimeline
KOM Wealth Management Group, LLC2,112$287K0.25%+1313F-HRTimeline
Wilson & Boucher Capital Management, LLC2,100$285K0.21%013F-HRTimeline
CASCADE INVESTMENT GROUP, INC.2,093$284K0.22%-5013F-HRTimeline
Joel Adams & Associates, Inc.2,091$284K0.26%+48013F-HRTimeline
Empower Advisory Group, LLC2,087$283K<0.01%+14513F-HRTimeline
J. W. Coons Advisors, LLC2,085$283K0.07%013F-HRTimeline
Venture Visionary Partners LLC2,079$282K0.01%+3513F-HRTimeline
Pinnacle Wealth Management Group, Inc.2,078$282K0.2%new13F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,076$282K0.03%013F-HRTimeline
RiverFront Investment Group, LLC2,067$280K0.01%+4013F-HRTimeline
Avant Financial Advisors LLC2,065$280K0.25%013F-HRTimeline
Strategic Financial Concepts, LLC2,059$279K0.05%-9813F-HRTimeline
Thrive Wealth Management, LLC2,050$278K0.05%-15613F-HRTimeline
Caliber Wealth Management, LLC / KS2,047$278K0.04%13F-HRTimeline
TWO SIGMA SECURITIES, LLC2,042$277K0.04%new13F-HRTimeline
Wilkins Miller Wealth Management, LLC2,035$276K0.21%+713F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)2,035$276K<0.01%013F-HRTimelineGroup
McDonough Capital Management, Inc2,030$275K0.18%+1213F-HRTimeline
BAILARD, INC.2,027$275K0.01%+22513F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,010$273K0.03%013F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC2,009$273K0.01%013F-HRTimeline
LM Advisors LLC2,000$272K0.05%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,004$272K0.13%-2013F-HRTimeline
Leo Wealth, LLC2,002$272K0.04%+113F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.2,000$271K0.04%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC1,999$271K0.03%new13F-HRTimeline
Formidable Asset Management, LLC1,991$270K0.05%013F-HRTimeline
Patriot Financial Group Insurance Agenc…1,982$269K0.04%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC1,980$269K0.01%013F-HR/ATimeline
Avidian Wealth Enterprises, LLC1,979$268K0.01%+36213F-HRTimeline
Crescent Grove Advisors, LLC1,972$268K0.03%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC1,948$264K0.07%013F-HRTimeline
Tanglewood Legacy Advisors, LLC1,941$263K0.12%+4413F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,935$263K<0.01%-49013F-HRTimeline
KFA Private Wealth Group, LLC1,934$262K0.09%+413F-HRTimeline
Summit X, LLC1,932$262K0.06%+7713F-HRTimeline
PITTENGER & ANDERSON INC1,928$262K0.01%013F-HRTimeline
Plancorp, LLC1,923$261K0.01%+1113F-HRTimeline
Community Bank & Trust, Waco, Texas1,918$260K0.06%013F-HRTimeline
Foundations Investment Advisors, LLC1,913$260K<0.01%new13F-HRTimeline
Friday Financial1,902$259K0.15%013F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC1,900$258K0.12%013F-HRTimeline
Pacific Point Advisors, LLC1,896$257K0.14%013F-HRTimeline
Old North State Wealth Management, LLC1,892$257K0.14%+1313F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp1,894$257K0.04%013F-HRTimelineGroup
Marshall Financial Group, LLC1,884$256K0.06%-16013F-HRTimeline
WEBSTER BANK, N. A.1,880$255K0.03%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,879$255K0.02%+25513F-HRTimeline
GPS Wealth Strategies Group, LLC1,876$254K0.03%+24313F-HRTimeline
Penobscot Investment Management Company…1,873$254K0.02%+213F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC1,866$253K0.02%013F-HRTimeline
Worth Asset Management, LLC1,857$252K0.14%+3813F-HRTimeline
Cypress Wealth Services, LLC1,852$251K0.05%+213F-HRTimeline
Oldfather Financial Services, LLC1,838$249K0.09%013F-HRTimeline
Kathmere Capital Management, LLC1,831$248K0.02%+14213F-HRTimeline
WestHill Financial Advisors, Inc.1,822$247K0.06%013F-HRTimeline
Aventura Private Wealth, LLC1,818$247K0.13%-37013F-HRTimeline
CONDOR CAPITAL MANAGEMENT1,815$246K0.02%013F-HRTimeline
Goldstein Advisors, LLC1,815$246K0.04%+5013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC1,809$245K0.01%-77413F-HRTimeline
Procyon Advisors, LLC1,805$245K0.01%new13F-HRTimeline
Rodgers Brothers Inc.1,800$244K0.03%-5013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.1,795$244K0.02%013F-HRTimeline
Compass Financial Group, INC/SD1,791$243K0.05%-5613F-HRTimeline
Gryphon Financial Partners LLC1,791$243K0.04%+25813F-HRTimeline
Premier Path Wealth Partners, LLC1,790$243K0.04%-72713F-HRTimeline
Beverly Hills Private Wealth, LLC1,783$242K0.05%013F-HRTimeline
Beacon Financial Advisory LLC1,751$238K0.07%-8313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,743$236K<0.01%+7213F-HRTimelineGroup
GODSEY & GIBB, INC1,743$236K0.02%-11313F-HRTimeline
Fiduciary Group, LLC1,738$236K0.02%013F-HRTimeline
Ballentine Partners, LLC1,727$234K<0.01%013F-HRTimeline
Smith Salley Wealth Management1,717$233K0.02%-9113F-HRTimeline
Financial Insights, Inc.1,714$233K0.09%new13F-HRTimeline
THOMPSON DAVIS & CO., INC.1,713$232K0.18%013F-HRTimeline
Resonant Capital Advisors, LLC1,711$232K0.02%013F-HRTimeline
EPIQ PARTNERS, LLC1,710$232K0.12%013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…1,695$230K<0.01%new13F-HRTimelineGroup
Kiker Wealth Management, LLC1,688$229K0.16%+98313F-HRTimeline
Wallace Advisory Group, LLC1,730$229K0.16%+513F-HRTimeline
Signature Wealth Management Group1,680$228K0.09%013F-HRTimeline
Riverstone Advisors, LLC1,680$228K0.14%013F-HRTimeline
Walkner Condon Financial Advisors LLC1,670$227K0.05%-2,40013F-HRTimeline
Shoker Investment Counsel, Inc.1,666$226K0.08%+313F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC1,663$226K0.07%+1013F-HRTimeline
North Star Investment Management Corp.1,663$226K0.02%013F-HRTimeline
Wescott Financial Advisory Group, LLC1,661$225K0.02%-1613F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp1,642$223K0.02%013F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC1,708$222K0.02%013F-HRTimeline
Princeton Global Asset Management LLC1,631$221K0.04%+113F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…1,625$220K0.05%-1513F-HRTimeline
Gibson Capital, LLC1,622$220K0.05%013F-HR/ATimeline
Chancellor Financial Group WB LP1,622$220K0.18%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,620$220K0.01%013F-HRTimeline
CITY HOLDING CO1,617$219K0.03%-12513F-HRTimeline
Seneca House Advisors1,614$219K0.09%+1013F-HRTimeline
Center for Financial Planning, Inc.1,609$218K0.03%-2413F-HRTimeline
Van Hulzen Asset Management, LLC1,603$217K0.02%-25313F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS1,600$217K0.01%013F-HRTimelineGroup
Future Financial Wealth Managment LLC1,600$217K0.16%013F-HRTimeline
Caerus Investment Advisors, LLC1,600$217K0.21%013F-HRTimeline
GEM Asset Management, LLC1,601$217K0.12%-97213F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,603$217K0.04%013F-HRTimeline
DAVIDSON TRUST CO1,597$217K0.1%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,595$216K0.01%013F-HRTimelineGroup
Berkeley Capital Partners, LLC1,589$216K0.06%-1613F-HRTimeline
Sequent Asset Management, LLC1,570$213K0.12%-5013F-HRTimeline
Bangor Savings Bank1,559$212K0.02%013F-HRTimeline
Colonial River Investments, LLC1,554$211K0.12%-46313F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,551$210K0.02%-19113F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/1,539$209K0.01%new13F-HRTimeline
Brio Consultants, LLC1,529$207K0.03%+413F-HR/ATimeline
Delta Financial Group, Inc.1,539$207K0.05%new13F-HRTimeline
GM Advisory Group, LLC1,525$207K0.01%new13F-HRTimeline
Charter Oak Capital Management, LLC1,516$206K0.02%new13F-HRTimeline
Bison Wealth, LLC1,568$205K0.02%new13F-HRTimeline
Rollins Financial Advisors, LLC1,512$205K0.04%new13F-HR/ATimeline
WEALTH EFFECTS LLC1,510$205K0.09%new13F-HRTimeline
Garrett Wealth Advisory Group, LLC1,510$205K0.05%new13F-HRTimeline
Summit Wealth Partners, LLC1,502$204K0.04%new13F-HRTimeline
Busey Bank1,501$204K0.01%-6613F-HRTimeline
Financial Synergies Wealth Advisors, In…1,500$204K0.02%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,486$202K0.02%-19613F-HRTimeline
Everhart Financial Group, Inc.1,485$201K0.03%-5213F-HRTimeline
Marion Wealth Management1,482$201K0.05%-13113F-HRTimeline
Wrenne Financial Planning LLC1,480$201K0.11%new13F-HRTimeline
Summit Asset Management, LLC1,475$200K0.03%new13F-HRTimeline
RiverGlades Family Offices LLC1,475$200K0.14%new13F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.1,475$200K0.06%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,464$199K0.01%+1313F-HRTimeline
ADIRONDACK TRUST CO1,460$198K0.08%013F-HRTimeline
BALLAST ADVISORS LLC1,456$198K0.06%-24513F-HRTimeline
Hopwood Financial Services, Inc.1,400$190K0.15%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,394$189K<0.01%+1,39013F-HRTimelineGroup
WealthShield Partners, LLC1,369$186K0.02%+2113F-HRTimeline
Hanson & Doremus Investment Management1,306$177K0.03%+713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,298$176K0.01%+513F-HRTimeline
Versant Capital Management, Inc1,292$175K0.03%013F-HRTimeline
Luken Investment Analytics, LLC1,287$175K0.08%013F-HRTimeline
HORIZON BANCORP INC /IN/1,286$174K0.1%-1813F-HRTimeline
AdvisorNet Financial, Inc1,275$173K0.01%+3113F-HRTimeline
Investment Research & Advisory Group, I…1,262$171K0.07%-6913F-HRTimeline
Cordgrass Capital Advisors, LLC1,214$165K0.05%-30013F-HRTimeline
Hurley Capital, LLC1,211$164K0.12%-34713F-HRTimeline
Pinnacle Bancorp, Inc.1,180$160K0.05%013F-HRTimeline
CoreCap Advisors, LLC1,171$159K0.01%-7213F-HRTimeline
Nemes Rush Group LLC1,155$157K0.02%+613F-HRTimeline
TFC Financial Management, Inc.1,148$156K0.02%-75213F-HRTimeline
PFG Private Wealth Management, LLC1,126$153K0.08%013F-HRTimeline
Medallion Wealth Advisors, LLC1,091$148K0.07%013F-HRTimeline
Founders Financial Alliance, LLC1,084$147K0.04%+25613F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,078$146K0.5%013F-HRTimeline
Columbia River Financial Group, LLC1,058$143K0.1%new13F-HRTimeline
WASHINGTON TRUST Co1,051$143K0.01%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,021$137K0.01%+613F-HR/ATimeline
Mechanics Financial Corp1,000$136K0.06%013F-HRTimeline
GKV Capital Management Co., Inc.1,000$136K0.07%013F-HR/ATimeline
Topsail Wealth Management, LLC1,000$136K0.03%013F-HRTimeline
Operose Advisors LLC994$135K0.04%013F-HRTimeline
NVWM, LLC979$133K0.04%013F-HRTimeline
Centricity Wealth Management, LLC977$133K0.12%013F-HRTimeline
Activest Wealth Management974$132K0.04%-10013F-HRTimeline
Sandy Spring Bank970$132K0.01%-24013F-HRTimeline
Beacon Capital Management, LLC946$128K0.02%-1,00513F-HRTimeline
Lindbrook Capital, LLC936$127K0.01%-1013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC898$122K0.01%013F-HRTimeline
Stephens Consulting, LLC895$121K0.03%+10113F-HRTimeline