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Disclosery

SDY SPDR SERIES TRUST

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SHS (fund)

1,157 managers (1,173 13F filers) reported a position in SDY shares at 2025-09-30, 63,661,746 shares in all. 66 filers opened a position and 64 filers sold out during the quarter.

Managers
1,157
13F filers
1,173
New
66
Added
340
Reduced
435
Sold out
64
Shares held by filers
63,661,746

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Fortune Financial Advisors, LLC2,216$310K0.23%013F-HRTimeline
Carson Advisory Inc.2,215$310K0.17%+3313F-HRTimeline
MTM Investment Management, LLC2,215$310K0.1%-3513F-HRTimeline
Narus Financial Partners, LLC2,200$308K0.08%013F-HR/ATimeline
MAYPORT, LLC2,200$308K0.07%013F-HRTimeline
Institute for Wealth Management, LLC.2,198$308K0.03%-12013F-HRTimeline
Caldwell Trust Co2,197$308K0.03%013F-HRTimeline
Bank Pictet & Cie (Europe) AG2,193$307K0.01%new13F-HRTimeline
Cynosure Group, LLC2,188$306K0.03%new13F-HR/ATimeline
CHEMUNG CANAL TRUST CO2,184$306K0.06%013F-HRTimeline
Cubist Systematic Strategies, LLC2,183$306K<0.01%new13F-HRTimeline
Intelligence Driven Advisers, LLC2,183$306K0.04%+1413F-HRTimeline
Nalls Sherbakoff Group, LLC2,172$304K0.21%013F-HRTimeline
JMG Financial Group, Ltd.2,154$302K0.01%013F-HRTimeline
Fortis Capital Advisors, LLC2,146$301K0.05%013F-HRTimeline
Fiduciary Alliance LLC2,143$300K0.02%-48413F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,135$299K0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC2,128$298K0.05%013F-HRTimeline
Covenant Asset Management, LLC2,123$297K0.06%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.2,121$297K0.15%+4113F-HRTimeline
Van Hulzen Asset Management, LLC2,109$295K0.02%+13613F-HRTimeline
Lodestone Wealth Management LLC2,104$295K0.13%+62313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,103$295K0.03%-44713F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,095$293K0.02%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,087$292K<0.01%-25513F-HRTimelineGroup
Princeton Global Asset Management LLC2,083$292K0.05%+113F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,076$291K0.03%013F-HRTimeline
Wilkins Miller Wealth Management, LLC2,070$290K0.18%+2713F-HRTimeline
Baugh & Associates, LLC2,135$290K0.14%013F-HRTimeline
FAGAN ASSOCIATES, INC.2,069$290K0.04%+313F-HRTimeline
Avant Financial Advisors LLC2,065$289K0.22%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC2,060$288K0.03%+26213F-HRTimeline
Thrive Wealth Management, LLC2,058$288K0.04%+413F-HRTimeline
Versant Capital Management, Inc2,057$288K0.04%+76513F-HRTimeline
Oldfather Financial Services, LLC2,057$288K0.09%+6313F-HRTimeline
CASCADE INVESTMENT GROUP, INC.2,043$286K0.19%013F-HRTimeline
Veltria Advisors Corp.2,042$286K1.26%013F-HRTimeline
McDonough Capital Management, Inc2,039$286K0.14%+1213F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)2,035$285K<0.01%013F-HRTimelineGroup
KOM Wealth Management Group, LLC2,025$284K0.21%-8813F-HRTimeline
KFA Private Wealth Group, LLC2,016$282K0.08%+7813F-HRTimeline
EPG Wealth Management LLC2,012$282K0.08%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC2,009$281K0.01%013F-HRTimeline
Leo Wealth, LLC2,006$281K0.04%-16713F-HRTimeline
Vise Technologies, Inc.2,005$281K0.01%-15113F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,004$281K0.11%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.2,000$280K0.04%013F-HRTimeline
Edgemoor Investment Advisors, Inc.2,000$280K0.02%new13F-HRTimeline
LM Advisors LLC2,000$280K0.04%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC1,999$280K0.02%013F-HRTimeline
Family Legacy, Inc.1,995$279K0.09%-6613F-HRTimeline
Ellsworth Advisors, LLC2,000$279K0.06%new13F-HRTimeline
Avidian Wealth Enterprises, LLC1,990$279K0.01%+513F-HRTimeline
CBIZ Investment Advisory Services, LLC1,980$277K0.01%013F-HRTimeline
HTG Investment Advisors, Inc.1,970$276K0.09%-1,29513F-HRTimeline
Plancorp, LLC1,949$273K0.01%+1213F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC1,948$273K0.07%013F-HRTimeline
HOWE & RUSLING INC1,944$272K0.02%+413F-HRTimeline
Tanglewood Legacy Advisors, LLC1,941$272K0.1%013F-HRTimeline
BAILARD, INC.1,940$272K0.01%-8713F-HRTimeline
Capasso Planning Partners LLC1,932$270K0.17%-2113F-HRTimeline
Formidable Asset Management, LLC1,991$270K0.04%013F-HRTimeline
PITTENGER & ANDERSON INC1,928$270K0.01%013F-HRTimeline
Community Bank & Trust, Waco, Texas1,918$269K0.06%013F-HRTimeline
Old North State Wealth Management, LLC1,915$269K0.13%+1013F-HRTimeline
CALTON & ASSOCIATES, INC.1,915$268K0.04%+213F-HRTimeline
Friday Financial1,902$266K0.11%013F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC1,900$266K0.1%013F-HRTimeline
Fiduciary Group, LLC1,898$266K0.02%+16013F-HRTimeline
Pacific Point Advisors, LLC1,896$266K0.15%013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp1,894$265K0.03%new13F-HRTimelineGroup
Marshall Financial Group, LLC1,884$264K0.05%013F-HRTimeline
WEBSTER BANK, N. A.1,880$263K0.03%013F-HRTimeline
Penobscot Investment Management Company…1,878$263K0.02%+213F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group1,875$263K0.03%-52013F-HRTimelineGroup
Cypress Wealth Services, LLC1,860$260K0.04%+413F-HRTimeline
Worth Asset Management, LLC1,857$260K0.12%-44413F-HRTimeline
Modern Wealth Management, LLC1,851$259K0.01%-14913F-HRTimeline
Washington Trust Advisors, Inc.1,844$258K0.02%013F-HRTimeline
WestHill Financial Advisors, Inc.1,822$255K0.05%013F-HRTimeline
CONDOR CAPITAL MANAGEMENT1,815$254K0.02%013F-HRTimeline
Goldstein Advisors, LLC1,815$254K0.03%013F-HRTimeline
Quaker Wealth Management, LLC1,811$254K0.08%013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.1,811$254K0.06%+25013F-HRTimeline
Center For Asset Management LLC1,810$253K0.14%new13F-HRTimeline
Procyon Advisors, LLC1,805$253K0.02%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,802$252K0.01%+1,69913F-HRTimeline
Rodgers Brothers Inc.1,800$252K0.03%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,799$252K0.03%-8213F-HRTimeline
Premier Path Wealth Partners, LLC1,796$251K0.03%+413F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC1,785$250K0.02%+17013F-HRTimeline
Foster Group, Inc.1,784$250K0.01%-1,15213F-HRTimeline
GODSEY & GIBB, INC1,759$246K0.02%+813F-HRTimeline
Beacon Financial Advisory LLC1,756$246K0.06%+113F-HRTimeline
GDS Wealth Management1,753$246K0.02%new13F-HRTimeline
Trilogy Capital Inc.1,731$242K0.01%-24713F-HRTimeline
Bridgewealth Advisory Group, LLC1,725$242K0.06%013F-HRTimeline
Smith Salley Wealth Management1,717$240K0.01%013F-HRTimeline
Financial Insights, Inc.1,714$240K0.08%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,705$239K0.02%013F-HRTimelineGroup
Kathmere Capital Management, LLC1,702$238K0.02%013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…1,695$237K<0.01%013F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC1,691$237K0.01%+14313F-HRTimeline
Wallace Advisory Group, LLC1,739$236K0.19%+513F-HRTimeline
Signature Wealth Management Group1,680$235K0.09%013F-HRTimeline
Riverstone Advisors, LLC1,680$235K0.12%013F-HRTimeline
Resonant Capital Advisors, LLC1,676$235K0.01%-3513F-HRTimeline
Walkner Condon Financial Advisors LLC1,670$234K0.04%013F-HRTimeline
Shoker Investment Counsel, Inc.1,667$233K0.07%-313F-HRTimeline
North Star Investment Management Corp.1,663$233K0.01%013F-HRTimeline
Per Stirling Capital Management, LLC.1,662$233K0.03%-113F-HRTimeline
Strata Wealth Advisors, LLC1,661$233K0.06%new13F-HRTimeline
Foundations Investment Advisors, LLC1,645$230K<0.01%+3813F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp1,642$230K0.02%-7713F-HRTimelineGroup
Seneca House Advisors1,635$229K0.09%+1013F-HRTimeline
Headland Capital, LLC1,631$228K0.06%+1013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…1,625$228K0.04%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,624$227K0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,620$227K0.01%013F-HRTimeline
Chancellor Financial Group WB LP1,607$225K0.16%-513F-HRTimeline
Center for Financial Planning, Inc.1,603$225K0.02%-613F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS1,600$224K0.01%013F-HRTimelineGroup
Future Financial Wealth Managment LLC1,600$224K0.14%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Caerus Investment Advisors, LLC1,600$224K0.09%013F-HRTimeline
United Community Bankin group United Community Bank1,598$224K0.07%new13F-HRTimelineGroup
Joel Adams & Associates, Inc.1,589$223K0.18%-10013F-HRTimeline
Beverly Hills Private Wealth, LLC1,589$222K0.04%-9613F-HRTimeline
Gateway Wealth Partners, LLC1,571$220K0.03%+413F-HRTimeline
Sequent Asset Management, LLC1,570$220K0.1%013F-HRTimeline
Stokes Family Office, LLC1,565$219K0.02%new13F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC1,562$219K0.04%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,551$217K0.02%013F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC1,551$217K0.01%013F-HRTimeline
Financial Alternatives, Inc1,549$217K0.13%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,546$217K<0.01%-60813F-HRTimeline
Crescent Grove Advisors, LLC1,537$215K0.02%-43513F-HRTimeline
Brio Consultants, LLC1,536$215K0.03%+313F-HRTimeline
Bangor Savings Bank1,531$214K0.02%-2013F-HRTimeline
Kraft, Davis & Associates, LLC1,525$214K0.05%013F-HRTimeline
EPIQ PARTNERS, LLC1,530$214K0.1%013F-HRTimeline
Garrett Wealth Advisory Group, LLC1,530$214K0.04%+1013F-HRTimeline
Bison Wealth, LLC1,568$213K0.02%013F-HRTimeline
Orin Green Financial, LLC1,522$213K0.09%013F-HRTimeline
Charter Oak Capital Management, LLC1,516$212K0.02%013F-HRTimeline
WEALTH EFFECTS LLC1,510$211K0.07%013F-HRTimeline
Apriem Advisors1,508$211K0.02%new13F-HRTimeline
RFG - Bristol Wealth Advisors, LLC1,502$210K0.06%-62413F-HRTimeline
Busey Bank1,501$210K0.01%013F-HRTimeline
Financial Synergies Wealth Advisors, In…1,500$210K0.02%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,500$210K<0.01%013F-HR/ATimelineGroup
True Link Financial Advisors, LLC1,500$210K0.01%-12213F-HRTimeline
Marion Wealth Management1,493$209K0.05%+513F-HRTimeline
Wrenne Financial Planning LLC1,480$207K0.09%013F-HRTimeline
Bensler, LLC1,479$207K0.02%new13F-HRTimeline
LongView Wealth Management1,478$207K0.06%+313F-HRTimeline
GM Advisory Group, LLC1,477$207K0.01%013F-HRTimeline
Summit Asset Management, LLC1,475$207K0.03%013F-HRTimeline
Oxler Private Wealth LLC1,472$206K0.06%new13F-HRTimeline
FIRST MANHATTAN CO. LLC.1,471$206K<0.01%new13F-HRTimeline
BANTAMAC CAPITAL, LLC1,470$206K0.16%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,467$205K0.01%+4213F-HRTimeline
ICW Investment Advisors LLC1,464$205K0.07%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC1,456$204K0.01%new13F-HRTimeline
Global Wealth Management, LLC1,452$203K0.11%+813F-HRTimeline
LongView Asset Management LLC1,451$203K0.14%new13F-HRTimeline
Transcendent Capital Group LLC1,450$203K0.09%new13F-HRTimeline
SOL Capital Management CO1,450$203K0.02%new13F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC1,448$203K0.02%new13F-HRTimeline
Providence Capital Advisors, LLC1,442$202K0.03%-50013F-HRTimeline
Rehmann Capital Advisory Group1,438$201K0.01%new13F-HRTimeline
Berkeley Capital Partners, LLC1,431$200K0.05%-16213F-HRTimeline
CITY HOLDING CO1,411$198K0.02%-12313F-HRTimeline
Hopwood Financial Services, Inc.1,400$196K0.13%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,392$195K<0.01%+32813F-HRTimelineGroup
WealthShield Partners, LLC1,388$194K0.02%+113F-HRTimeline
ADIRONDACK TRUST CO1,355$190K0.06%-10513F-HRTimeline
Hanson & Doremus Investment Management1,321$185K0.02%+713F-HRTimeline
Luken Investment Analytics, LLC1,287$180K0.07%013F-HRTimeline
HORIZON BANCORP INC /IN/1,286$180K0.09%013F-HRTimeline
BALLAST ADVISORS LLC1,271$178K0.05%013F-HRTimeline
Hurley Capital, LLC1,222$171K0.1%+513F-HRTimeline
Cordgrass Capital Advisors, LLC1,214$170K0.04%013F-HRTimeline
Aventura Private Wealth, LLC1,188$166K0.06%013F-HRTimeline
Pinnacle Bancorp, Inc.1,180$165K0.05%013F-HRTimeline
Investment Research & Advisory Group, I…1,176$165K0.06%-6113F-HRTimeline
Nemes Rush Group LLC1,167$163K0.02%+613F-HRTimeline
CoreCap Advisors, LLC1,144$160K0.01%-3313F-HRTimeline
Root Financial Partners, LLC1,123$157K0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC1,091$153K0.05%013F-HRTimeline
Founders Financial Alliance, LLC1,085$152K0.03%+32813F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,078$151K0.42%013F-HRTimeline
Boreal Capital Management LLC1,069$150K0.12%+113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,034$145K0.01%+613F-HRTimeline
Seneschal Advisors, LLC1,001$140K0.1%new13F-HRTimeline
Mechanics Financial Corp1,000$140K0.05%013F-HRTimeline
Topsail Wealth Management, LLC1,000$140K0.02%013F-HRTimeline
Operose Advisors LLC994$139K0.03%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…993$139K<0.01%+74313F-HRTimelineGroup
NVWM, LLC969$136K0.03%-613F-HRTimeline
Rice Partnership, LLC894$125K0.02%+57013F-HRTimeline