Skip to content
Disclosery

SDY SPDR SERIES TRUST

Follow

SHS (fund)

1,221 managers (1,239 13F filers) reported a position in SDY shares at 2025-12-31, 65,457,651 shares in all. 68 filers opened a position and 46 filers sold out during the quarter.

Managers
1,221
13F filers
1,239
New
68
Added
354
Reduced
420
Sold out
46
Shares held by filers
65,457,651

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Shared Vision Wealth Group LLC2,351$345K0.14%-30213F-HRTimeline
RiverFront Investment Group, LLC2,478$345K0.01%+20013F-HRTimeline
EJMK Ventures LLC2,472$344K0.21%13F-HRTimeline
Hoffman, Alan N Investment Management2,471$344K0.19%013F-HRTimeline
Bay Capital Advisors, LLC2,466$343K0.21%-20013F-HRTimeline
HOGE FINANCIAL SERVICES, LLC2,465$343K0.18%-5213F-HRTimeline
Shepherd Street Advisors LLC2,460$342K0.33%13F-HRTimeline
Element Wealth, LLC2,453$341K0.14%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,442$340K0.02%-1913F-HRTimeline
Mainstream Capital Management LLC2,440$340K0.22%-713F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC2,437$339K0.01%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC2,429$338K0.03%013F-HRTimeline
Oak Asset Management, LLC2,425$337K0.12%013F-HRTimeline
Meramec Financial Planners, LLC2,197$337K0.13%13F-HRTimeline
Capital Squared Financial LLC2,411$335K0.26%+1813F-HRTimeline
LANARK FINANCIAL, INC.2,408$335K0.03%+1013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC2,399$334K0.01%013F-HRTimelineGroup
Venturi Wealth Management, LLC2,386$332K0.01%-2,08113F-HRTimeline
Modern Wealth Management, LLC2,382$331K0.01%+53113F-HRTimeline
Redwood Park Advisors LLC2,378$331K0.23%+213F-HRTimeline
WEST MICHIGAN ADVISORS, LLC2,369$330K0.08%-1213F-HRTimeline
BOSTON FAMILY OFFICE LLC2,361$329K0.02%013F-HRTimeline
Bernardo Wealth Planning LLC2,358$328K0.06%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,332$325K+1Timeline
United Advisor Group, LLC2,324$323K0.04%-21013F-HRTimeline
Cypress Wealth Services, LLC2,312$322K0.04%+45213F-HRTimeline
Greenspring Advisors, LLC2,310$321K0.02%new13F-HRTimeline
Cherry Tree Wealth Management, LLC2,310$321K0.07%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd2,298$320K0.01%new13F-HRTimeline
Rockbridge Investment Management, LCC2,293$319K0.03%013F-HRTimeline
ROMANO BROTHERS AND COMPANY2,285$318K0.04%013F-HRTimeline
PATTEN & PATTEN INC/TN2,284$318K0.02%-6013F-HRTimeline
Intelligence Driven Advisers, LLC2,284$318K0.05%+10113F-HRTimeline
MidAtlantic Capital Management, Inc.2,274$316K0.2%013F-HRTimeline
FIRST MANHATTAN CO. LLC.2,271$316K<0.01%+80013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.2,267$315K0.13%-413F-HRTimeline
HM PAYSON & CO2,261$315K<0.01%013F-HRTimeline
DAVIDSON TRUST CO2,261$315K0.13%+1413F-HRTimeline
EAGLE GLOBAL ADVISORS LLC2,256$314K0.01%013F-HRTimeline
McKinley Carter Wealth Services, Inc.2,226$310K0.02%new13F-HRTimeline
Fortune Financial Advisors, LLC2,216$308K0.21%013F-HRTimeline
KINTRA WEALTH, LLC2,216$308K0.04%new13F-HRTimeline
BCS Wealth Management2,214$308K0.03%new13F-HRTimeline
Narus Financial Partners, LLC2,200$306K0.08%013F-HRTimeline
MAYPORT, LLC2,200$306K0.06%013F-HRTimeline
CHEMUNG CANAL TRUST CO2,184$304K0.06%013F-HRTimeline
ENTRUST FINANCIAL LLC2,182$304K0.23%13F-HRTimeline
Texas Capital Bank Wealth Management Se…2,182$304K0.02%new13F-HRTimeline
Leo Wealth, LLC2,177$303K0.02%+17113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,172$302K<0.01%+78013F-HRTimelineGroup
Van Hulzen Asset Management, LLC2,170$302K0.02%+6113F-HRTimeline
Nalls Sherbakoff Group, LLC2,168$302K0.22%-413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,162$301K0.01%new13F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST2,161$301K0.03%-13113F-HRTimeline
CALTON & ASSOCIATES, INC.2,158$300K0.04%+24313F-HRTimeline
Citizens Business Bank2,157$300K0.05%-2,11613F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,156$300K<0.01%+6913F-HRTimelineGroup
Veltria Advisors Corp.2,042$299K1.31%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,148$299K0.02%+5313F-HRTimeline
Gainplan LLC2,139$298K0.11%new13F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,135$297K0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC2,129$296K0.05%+113F-HRTimeline
Covenant Asset Management, LLC2,123$295K0.06%013F-HRTimeline
Lodestone Wealth Management LLC2,110$294K0.12%+613F-HRTimeline
Garden State Investment Advisory Servic…2,107$293K0.07%-1,62613F-HRTimeline
Institute for Wealth Management, LLC.2,109$293K0.03%-8913F-HRTimeline
Ellsworth Advisors, LLC2,000$293K0.06%013F-HRTimeline
Procyon Advisors, LLC2,101$292K0.01%+29613F-HRTimeline
WJ Financial Advisors LLC2,094$291K0.26%new13F-HRTimeline
Fortis Capital Advisors, LLC2,082$290K0.04%-6413F-HRTimeline
Pinnacle Wealth Management Group, Inc.2,077$289K0.14%-4413F-HRTimeline
FAGAN ASSOCIATES, INC.2,072$288K0.04%+313F-HRTimeline
Avant Financial Advisors LLC2,065$287K0.21%013F-HRTimeline
Versant Capital Management, Inc2,057$286K0.04%013F-HRTimeline
PITTENGER & ANDERSON INC2,056$286K0.01%+12813F-HRTimeline
McDonough Capital Management, Inc2,052$286K0.14%+1313F-HRTimeline
CASCADE INVESTMENT GROUP, INC.2,043$284K0.19%013F-HRTimeline
Fiduciary Alliance LLC2,041$284K0.02%-10213F-HRTimeline
KOM Wealth Management Group, LLC2,040$284K0.2%+1513F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)2,035$283K<0.01%013F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC2,034$283K0.01%+57813F-HRTimeline
EPG Wealth Management LLC2,012$280K0.08%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC2,009$280K0.01%013F-HRTimeline
KFA Private Wealth Group, LLC2,008$279K0.07%-813F-HRTimeline
Oldfather Financial Services, LLC2,007$279K0.08%-5013F-HRTimeline
Formidable Asset Management, LLC1,991$279K0.04%013F-HRTimeline
Invst, LLC2,003$279K0.03%new13F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,001$278K0.03%-7513F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.2,000$278K0.03%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC1,999$278K0.02%013F-HRTimeline
Family Legacy, Inc.1,995$278K0.08%013F-HRTimeline
Caldwell Trust Co1,995$278K0.02%-20213F-HRTimeline
Avidian Wealth Enterprises, LLC1,994$278K0.01%+413F-HRTimeline
Wilkins Miller Wealth Management, LLC1,987$277K0.16%-8313F-HRTimeline
HTG Investment Advisors, Inc.1,970$274K0.08%013F-HRTimeline
L.K. Benson & Company, P.C.1,968$274K0.14%new13F-HRTimeline
Plancorp, LLC1,963$273K0.01%+1413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC1,963$273K0.02%new13F-HRTimeline
HOWE & RUSLING INC1,949$271K0.02%+513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC1,948$271K0.06%013F-HRTimeline
Tanglewood Legacy Advisors, LLC1,941$270K0.1%013F-HRTimeline
Core Wealth Management, Inc.1,937$270K0.08%-36113F-HRTimeline
Old North State Wealth Management, LLC1,931$269K0.13%+1613F-HRTimeline
Coquina Private Wealth LLC1,933$269K0.22%13F-HRTimeline
Straight Path Wealth Management1,933$269K0.07%new13F-HRTimeline
LongView Wealth Management1,862$268K0.06%+38413F-HRTimeline
Community Bank & Trust, Waco, Texas1,918$267K0.05%013F-HRTimeline
Friday Financial1,902$265K0.09%013F-HRTimeline
Baugh & Associates, LLC1,900$264K0.13%-23513F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC1,900$264K0.1%013F-HRTimeline
Fiduciary Group, LLC1,898$264K0.02%013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp1,894$264K0.03%013F-HRTimelineGroup
Pacific Point Advisors, LLC1,896$264K0.14%013F-HRTimeline
Thrive Wealth Management, LLC1,882$262K0.04%-17613F-HRTimeline
WEBSTER BANK, N. A.1,880$262K0.02%013F-HRTimeline
FLOW TRADERS U.S. LLC1,874$261K0.01%new13F-HRTimeline
Carson Advisory Inc.1,865$260K0.13%-35013F-HRTimeline
Goldstein Advisors, LLC1,860$259K0.03%+4513F-HRTimeline
Worth Asset Management, LLC1,857$258K0.11%013F-HRTimeline
Washington Trust Advisors, Inc.1,844$257K0.02%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC1,839$256K0.02%-22113F-HRTimeline
Pure Financial Advisors, LLC1,835$255K<0.01%-61013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,832$255K0.03%-27113F-HRTimeline
Selby Wealth Management, LLC1,827$254K0.1%13F-HRTimeline
WestHill Financial Advisors, Inc.1,822$254K0.05%013F-HRTimeline
CONDOR CAPITAL MANAGEMENT1,815$253K0.02%013F-HRTimeline
Bison Wealth, LLC1,754$253K0.03%+18613F-HRTimeline
Quaker Wealth Management, LLC1,811$252K0.08%013F-HRTimeline
Center For Asset Management LLC1,810$252K0.13%013F-HRTimeline
Harbor Group, Inc.1,801$251K0.04%new13F-HRTimeline
Rodgers Brothers Inc.1,800$250K0.03%013F-HRTimeline
Marshall Financial Group, LLC1,794$250K0.05%-9013F-HRTimeline
Penobscot Investment Management Company…1,785$248K0.02%-9313F-HRTimeline
Foster Group, Inc.1,784$248K0.01%013F-HRTimeline
55 North Private Wealth, LLC1,783$248K0.07%13F-HRTimeline
Venture Visionary Partners LLC1,779$248K0.01%-48913F-HRTimeline
Premier Path Wealth Partners, LLC1,769$246K0.03%-2713F-HRTimeline
GODSEY & GIBB, INC1,768$246K0.02%+913F-HRTimeline
Western Reserve Capital Management, LLC1,763$245K0.23%13F-HRTimeline
GDS Wealth Management1,753$244K0.02%013F-HRTimeline
Wallace Advisory Group, LLC1,749$243K0.26%+1013F-HRTimeline
ADVISORY RESEARCH INC1,743$243K0.03%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,738$242K0.01%+27113F-HRTimeline
Smith Salley Wealth Management1,717$239K0.01%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC1,717$239K0.02%new13F-HRTimeline
Financial Insights, Inc.1,714$239K0.08%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,705$237K0.02%013F-HRTimelineGroup
ALONGSIDE, LLC1,700$237K0.08%13F-HRTimeline
Kathmere Capital Management, LLC1,699$236K0.02%-313F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…1,695$236K<0.01%013F-HRTimelineGroup
Main Street Financial Solutions, LLC1,694$236K0.02%-77413F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,690$235K<0.01%+14413F-HRTimeline
Signature Wealth Management Group1,680$234K0.1%013F-HRTimeline
Walkner Condon Financial Advisors LLC1,679$234K0.03%+913F-HRTimeline
Bryn Mawr Trust Advisors, LLC1,675$233K0.01%-1613F-HRTimeline
Future Financial Wealth Managment LLC1,600$233K0.16%013F-HRTimeline
McCarthy & Cox1,652$230K2.79%-1,00413F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group1,650$230K0.03%-22513F-HRTimelineGroup
Seneca House Advisors1,647$229K0.09%+1213F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp1,642$229K0.02%013F-HRTimelineGroup
SHP Wealth Management1,633$227K0.02%13F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…1,625$226K0.04%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,624$226K0.01%013F-HRTimeline
Stegner Investment Associates Inc.1,622$226K0.12%-59913F-HRTimeline
Gateway Wealth Partners, LLC1,620$225K0.03%+4913F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,620$225K0.01%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC1,615$225K0.02%-17013F-HRTimeline
Foundations Investment Advisors, LLC1,612$224K<0.01%-3313F-HRTimeline
Advisors Capital Management, LLC1,607$224K<0.01%new13F-HRTimeline
Chancellor Financial Group WB LP1,607$224K0.15%013F-HRTimeline
Center for Financial Planning, Inc.1,603$223K0.02%013F-HRTimeline
Trilogy Capital Inc.1,602$223K0.01%-12913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS1,600$223K0.01%013F-HRTimelineGroup
Bridgewealth Advisory Group, LLC1,600$223K0.05%-12513F-HRTimeline
Caerus Investment Advisors, LLC1,600$223K0.07%013F-HRTimeline
Strata Wealth Advisors, LLC1,600$223K0.06%-6113F-HRTimeline
Shoker Investment Counsel, Inc.1,598$222K0.07%-6913F-HRTimeline
BAILARD, INC.1,593$222K<0.01%-34713F-HRTimeline
Resonant Capital Advisors, LLC1,590$221K0.01%-8613F-HRTimeline
Beverly Hills Private Wealth, LLC1,589$221K0.04%013F-HR/ATimeline
Per Stirling Capital Management, LLC.1,588$221K0.02%-7413F-HRTimeline
Warwick Investment Management, Inc.1,583$220K0.03%new13F-HRTimeline
Kraft, Davis & Associates, LLC1,526$220K0.05%+113F-HRTimeline
GTS SECURITIES LLC1,581$220K0.01%-6,63013F-HRTimeline
Marion Wealth Management1,499$220K0.05%+613F-HRTimeline
Sequent Asset Management, LLC1,570$218K0.1%013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC1,562$217K0.04%013F-HRTimeline
KLCM Advisors, Inc.1,559$217K0.02%new13F-HRTimeline
Brio Consultants, LLC1,556$216K0.03%+2013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,551$216K0.02%013F-HRTimelineGroup
Diversified Enterprises, LLC1,551$216K0.01%new13F-HRTimeline
Financial Alternatives, Inc1,549$216K0.13%013F-HRTimeline
Strategic Financial Concepts, LLC1,538$214K0.2%new13F-HRTimeline
Crescent Grove Advisors, LLC1,537$214K0.02%013F-HRTimeline
DeLarme Wealth Management, Inc.1,518$211K0.15%13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC1,518$211K0.01%-3313F-HRTimeline
Charter Oak Capital Management, LLC1,516$211K0.02%013F-HRTimeline
Garrett Wealth Advisory Group, LLC1,513$210K0.04%-1713F-HRTimeline
WEALTH EFFECTS LLC1,510$210K0.07%013F-HRTimeline
Apriem Advisors1,508$210K0.02%013F-HRTimeline