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Disclosery

SDY SPDR SERIES TRUST

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SHS (fund)

1,165 managers (1,181 13F filers) reported a position in SDY shares at 2025-06-30, 64,527,447 shares in all. 57 filers opened a position and 52 filers sold out during the quarter.

Managers
1,165
13F filers
1,181
New
57
Added
353
Reduced
437
Sold out
52
Shares held by filers
64,527,447

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Core Wealth Management, Inc.2,298$312K0.11%013F-HRTimeline
Rockbridge Investment Management, LCC2,293$311K0.03%+113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,292$311K0.03%-51313F-HRTimeline
ROMANO BROTHERS AND COMPANY2,285$310K0.04%013F-HRTimeline
MidAtlantic Capital Management, Inc.2,274$309K0.22%-20513F-HRTimeline
RiverFront Investment Group, LLC2,267$308K0.01%+20013F-HRTimeline
HM PAYSON & CO2,261$307K<0.01%013F-HRTimeline
NOVUS ADVISORS, LLC2,257$306K0.47%-1,05913F-HRTimeline
MTM Investment Management, LLC2,250$305K0.1%013F-HRTimeline
Element Wealth, LLC2,221$301K0.14%013F-HRTimeline
Fortune Financial Advisors, LLC2,216$301K0.24%013F-HRTimeline
Roundview Capital LLC2,204$299K0.02%013F-HRTimeline
Narus Financial Partners, LLC2,200$299K0.09%013F-HRTimeline
MAYPORT, LLC2,200$299K0.07%013F-HRTimeline
Caldwell Trust Co2,197$298K0.03%013F-HRTimeline
CHEMUNG CANAL TRUST CO2,184$296K0.06%013F-HRTimeline
Carson Advisory Inc.2,182$296K0.19%013F-HRTimeline
Leo Wealth, LLC2,173$295K0.02%+17113F-HRTimeline
Nalls Sherbakoff Group, LLC2,172$295K0.21%013F-HRTimeline
Intelligence Driven Advisers, LLC2,169$294K0.04%+1513F-HRTimeline
Vise Technologies, Inc.2,156$293K0.01%13F-HRTimeline
JMG Financial Group, Ltd.2,154$292K0.01%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.2,154$292K<0.01%+21913F-HRTimeline
Fortis Capital Advisors, LLC2,146$291K0.05%-47513F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,135$290K0.01%-10013F-HRTimeline
Jackson Hole Capital Partners, LLC2,128$289K0.05%+113F-HRTimeline
RFG - Bristol Wealth Advisors, LLC2,126$289K0.09%+713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,124$288K0.02%-20513F-HRTimeline
Covenant Asset Management, LLC2,123$288K0.06%013F-HRTimeline
KOM Wealth Management Group, LLC2,113$287K0.23%+113F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,095$284K0.02%+30013F-HRTimeline
J. W. Coons Advisors, LLC2,085$283K0.06%013F-HRTimeline
Princeton Global Asset Management LLC2,082$283K0.05%+45113F-HRTimeline
Pinnacle Wealth Management Group, Inc.2,080$282K0.16%+213F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,076$282K0.03%013F-HRTimeline
Baugh & Associates, LLC2,135$281K0.15%-20313F-HRTimeline
FAGAN ASSOCIATES, INC.2,066$280K0.04%-16413F-HRTimeline
Avant Financial Advisors LLC2,065$280K0.23%013F-HRTimeline
Family Legacy, Inc.2,061$280K0.09%-7413F-HRTimeline
Thrive Wealth Management, LLC2,054$279K0.05%+413F-HRTimeline
Wilkins Miller Wealth Management, LLC2,043$277K0.19%+813F-HRTimeline
CASCADE INVESTMENT GROUP, INC.2,043$277K0.19%-5013F-HRTimeline
Veltria Advisors Corp.2,042$277K0.19%new13F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)2,035$276K<0.01%013F-HRTimelineGroup
McDonough Capital Management, Inc2,027$275K0.15%-313F-HRTimeline
BAILARD, INC.2,027$275K0.01%013F-HRTimeline
EPG Wealth Management LLC2,012$273K0.08%-99213F-HRTimeline
BECKER CAPITAL MANAGEMENT INC2,009$273K0.01%013F-HRTimeline
Advisor Resource Council2,007$272K0.13%-29,38713F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,004$272K0.12%013F-HRTimeline
LM Advisors LLC2,000$272K0.04%013F-HRTimeline
SWMG, LLC1,956$272K0.09%new13F-HRTimeline
Modern Wealth Management, LLC2,000$271K0.01%new13F-HR/ATimeline
THOMPSON INVESTMENT MANAGEMENT, INC.2,000$271K0.04%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC1,999$271K0.03%013F-HRTimeline
Oldfather Financial Services, LLC1,994$271K0.09%+15613F-HRTimeline
Formidable Asset Management, LLC1,991$270K0.05%013F-HRTimeline
Avidian Wealth Enterprises, LLC1,985$269K0.01%+613F-HRTimeline
Patriot Financial Group Insurance Agenc…1,982$269K0.03%013F-HRTimeline
CBIZ Investment Advisory Services, LLC1,980$269K0.01%013F-HRTimeline
Trilogy Capital Inc.1,978$268K0.01%-32313F-HRTimeline
Van Hulzen Asset Management, LLC1,973$268K0.02%+37013F-HRTimeline
Crescent Grove Advisors, LLC1,972$268K0.03%013F-HRTimeline
Capasso Planning Partners LLC1,953$265K0.15%-33413F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC1,948$264K0.07%013F-HRTimeline
Providence Capital Advisors, LLC1,942$264K0.05%new13F-HRTimeline
AdvisorNet Financial, Inc1,942$264K0.02%+66713F-HRTimeline
Tanglewood Legacy Advisors, LLC1,941$263K0.11%013F-HRTimeline
HOWE & RUSLING INC1,940$263K0.02%+1,10413F-HRTimeline
KFA Private Wealth Group, LLC1,938$263K0.08%+413F-HRTimeline
Plancorp, LLC1,937$263K0.01%+1413F-HRTimeline
Summit X, LLC1,932$262K0.05%013F-HRTimeline
PITTENGER & ANDERSON INC1,928$262K0.01%013F-HRTimeline
Community Bank & Trust, Waco, Texas1,918$260K0.06%013F-HRTimeline
CALTON & ASSOCIATES, INC.1,913$260K0.04%new13F-HRTimeline
Marshall Financial Group, LLC1,884$260K0.05%013F-HRTimeline
Old North State Wealth Management, LLC1,905$259K0.13%+1313F-HRTimeline
Friday Financial1,902$258K0.13%013F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC1,900$258K0.11%013F-HRTimeline
Pacific Point Advisors, LLC1,896$257K0.14%013F-HRTimeline
GWN SECURITIES INC.1,884$256K0.05%-19,11813F-HRTimeline
GPS Wealth Strategies Group, LLC1,881$255K0.03%+513F-HRTimeline
WEBSTER BANK, N. A.1,880$255K0.03%013F-HRTimeline
Penobscot Investment Management Company…1,876$255K0.02%+313F-HRTimeline
Cypress Wealth Services, LLC1,856$252K0.05%+413F-HRTimeline
Washington Trust Advisors, Inc.1,844$250K0.02%-1,61113F-HRTimeline
WestHill Financial Advisors, Inc.1,822$247K0.05%013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/1,819$247K0.01%new13F-HRTimeline
CONDOR CAPITAL MANAGEMENT1,815$246K0.02%013F-HRTimeline
Goldstein Advisors, LLC1,815$246K0.03%013F-HRTimeline
Quaker Wealth Management, LLC1,811$246K0.08%new13F-HRTimeline
Procyon Advisors, LLC1,805$245K0.02%013F-HRTimeline
Rodgers Brothers Inc.1,800$244K0.03%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC1,798$244K0.02%-6813F-HRTimeline
Premier Path Wealth Partners, LLC1,792$243K0.03%+213F-HRTimeline
Beacon Financial Advisory LLC1,755$238K0.06%+413F-HRTimeline
GODSEY & GIBB, INC1,751$238K0.02%+813F-HRTimeline
Fiduciary Group, LLC1,738$236K0.02%013F-HRTimeline
Wallace Advisory Group, LLC1,734$235K0.17%+413F-HRTimeline
Bridgewealth Advisory Group, LLC1,725$234K0.06%new13F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp1,719$233K0.02%+7713F-HRTimelineGroup
Smith Salley Wealth Management1,717$233K0.01%013F-HRTimeline
Financial Insights, Inc.1,714$233K0.08%013F-HRTimeline
THOMPSON DAVIS & CO., INC.1,713$233K0.16%013F-HR/ATimeline
Resonant Capital Advisors, LLC1,711$232K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,705$231K0.02%-30513F-HRTimelineGroup
Kathmere Capital Management, LLC1,702$231K0.02%-12913F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…1,695$230K<0.01%013F-HRTimelineGroup
Joel Adams & Associates, Inc.1,689$229K0.2%-40213F-HRTimeline
Beverly Hills Private Wealth, LLC1,685$229K0.04%-9813F-HRTimeline
Signature Wealth Management Group1,680$228K0.09%013F-HRTimeline
Riverstone Advisors, LLC1,680$228K0.12%013F-HRTimeline
Shoker Investment Counsel, Inc.1,670$227K0.07%+413F-HRTimeline
Walkner Condon Financial Advisors LLC1,670$227K0.04%013F-HRTimeline
North Star Investment Management Corp.1,663$226K0.02%013F-HRTimeline
Per Stirling Capital Management, LLC.1,663$226K0.03%-94713F-HRTimeline
Loudon Investment Management, LLC1,651$224K0.12%-53613F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC1,615$223K0.02%-9313F-HRTimeline
Seneca House Advisors1,625$221K0.09%+1113F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…1,625$221K0.04%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,624$220K0.01%-25513F-HRTimeline
Gibson Capital, LLC1,622$220K0.04%013F-HRTimeline
True Link Financial Advisors, LLC1,622$220K0.02%-1,75013F-HRTimeline
Headland Capital, LLC1,621$220K0.07%new13F-HR/ATimeline
QUADRANT CAPITAL GROUP LLC1,620$220K0.01%013F-HRTimeline
Chancellor Financial Group WB LP1,612$219K0.17%-1013F-HRTimeline
Center for Financial Planning, Inc.1,609$218K0.03%013F-HRTimeline
Foundations Investment Advisors, LLC1,607$218K<0.01%-30613F-HRTimeline
Bison Wealth, LLC1,568$218K0.02%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS1,600$217K0.01%013F-HRTimelineGroup
Future Financial Wealth Managment LLC1,600$217K0.15%013F-HRTimeline
Caerus Investment Advisors, LLC1,600$217K0.21%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,603$217K0.04%013F-HRTimeline
DAVIDSON TRUST CO1,597$217K0.1%013F-HRTimeline
Berkeley Capital Partners, LLC1,593$216K0.05%+413F-HRTimeline
Sequent Asset Management, LLC1,570$213K0.17%013F-HRTimeline
Gateway Wealth Partners, LLC1,567$213K0.04%new13F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC1,562$212K0.06%-10113F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.1,561$212K0.05%new13F-HRTimeline
Kraft, Davis & Associates, LLC1,525$212K0.06%new13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,551$211K0.02%013F-HRTimelineGroup
Bangor Savings Bank1,551$211K0.02%-813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC1,551$211K0.01%-25813F-HRTimeline
Financial Alternatives, Inc1,549$210K0.14%new13F-HRTimeline
Bryn Mawr Trust Advisors, LLC1,548$210K0.01%new13F-HRTimeline
OLD NATIONAL BANCORP /IN/1,539$209K<0.01%013F-HRTimeline
CITY HOLDING CO1,534$208K0.03%-8313F-HRTimeline
Brio Consultants, LLC1,533$208K0.03%+413F-HRTimeline
EPIQ PARTNERS, LLC1,530$208K0.11%-18013F-HRTimeline
Orin Green Financial, LLC1,522$207K0.09%new13F-HRTimeline
Garrett Wealth Advisory Group, LLC1,520$206K0.04%+1013F-HRTimeline
Rollins Financial Advisors, LLC1,517$206K0.03%+513F-HRTimeline
Charter Oak Capital Management, LLC1,516$206K0.02%013F-HRTimeline
BCS Wealth Management1,507$205K0.04%new13F-HRTimeline
WEALTH EFFECTS LLC1,510$205K0.08%013F-HRTimeline
Summit Wealth Partners, LLC1,502$204K0.04%013F-HRTimeline
Busey Bank1,501$204K0.01%013F-HRTimeline
Financial Synergies Wealth Advisors, In…1,500$204K0.02%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,500$204K<0.01%new13F-HR/ATimelineGroup
Marion Wealth Management1,488$202K0.05%+613F-HRTimeline
Horan Securities, Inc.1,486$202K0.07%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,486$202K0.02%013F-HRTimeline
Quantinno Capital Management LP1,483$201K<0.01%new13F-HRTimeline
Lodestone Wealth Management LLC1,481$201K0.1%new13F-HRTimeline
Wrenne Financial Planning LLC1,480$201K0.09%013F-HRTimeline
GM Advisory Group, LLC1,477$201K0.01%-4813F-HRTimeline
Global Wealth Management, LLC1,444$201K0.11%new13F-HRTimeline
Summit Asset Management, LLC1,475$200K0.03%013F-HRTimeline
LongView Wealth Management1,475$200K0.06%new13F-HRTimeline
ADIRONDACK TRUST CO1,460$198K0.07%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,425$193K0.01%-3913F-HRTimeline
Hopwood Financial Services, Inc.1,400$190K0.15%013F-HRTimeline
WealthShield Partners, LLC1,387$188K0.02%+1813F-HRTimeline
Hanson & Doremus Investment Management1,314$178K0.02%+813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,304$177K0.01%+613F-HRTimeline
Versant Capital Management, Inc1,292$175K0.03%013F-HRTimeline
HORIZON BANCORP INC /IN/1,286$175K0.09%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Luken Investment Analytics, LLC1,287$175K0.08%013F-HRTimeline
Choate Investment Advisors1,285$174K<0.01%new13F-HRTimeline
BALLAST ADVISORS LLC1,271$173K0.05%-18513F-HRTimeline
Investment Research & Advisory Group, I…1,237$168K0.06%-2513F-HRTimeline
Hurley Capital, LLC1,217$165K0.12%+613F-HRTimeline
Cordgrass Capital Advisors, LLC1,214$165K0.04%013F-HRTimeline
Aventura Private Wealth, LLC1,188$161K0.07%-63013F-HRTimeline
Pinnacle Bancorp, Inc.1,180$160K0.05%013F-HRTimeline
CoreCap Advisors, LLC1,177$160K0.01%+613F-HRTimeline
Nemes Rush Group LLC1,161$158K0.02%+613F-HRTimeline
TFC Financial Management, Inc.1,148$156K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC1,091$148K0.06%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,078$146K0.45%013F-HRTimeline
Boreal Capital Management LLC1,068$145K0.12%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,064$144K<0.01%-67913F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED1,028$140K0.01%+713F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,026$139K0.01%+12813F-HRTimeline
Mechanics Financial Corp1,000$136K0.06%013F-HRTimeline
Topsail Wealth Management, LLC1,000$136K0.02%013F-HRTimeline
Operose Advisors LLC994$135K0.04%013F-HRTimeline
Centricity Wealth Management, LLC977$133K0.11%013F-HRTimeline
NVWM, LLC975$132K0.03%-413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp970$132K<0.01%new13F-HRTimelineGroup