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Disclosery

SDY SPDR SERIES TRUST

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SHS (fund)

1,223 managers (1,243 13F filers) reported a position in SDY shares at 2026-03-31, 63,461,045 shares in all. 70 filers opened a position and 52 filers sold out during the quarter.

Managers
1,223
13F filers
1,243
New
70
Added
358
Reduced
446
Sold out
52
Shares held by filers
63,461,045

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Veltria Advisors Corp.2,391$355K1.18%+34913F-HRTimeline
Sound Income Strategies, LLC2,433$355K0.02%-59913F-HRTimeline
Venturi Wealth Management, LLC2,425$354K0.02%+3913F-HRTimeline
Oak Asset Management, LLC2,425$354K0.12%013F-HRTimeline
LANARK FINANCIAL, INC.2,423$354K0.03%+1513F-HRTimeline
Mainstream Capital Management LLC2,420$353K0.24%-2013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC2,399$350K0.01%013F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.2,386$348K<0.01%+11513F-HRTimeline
Redwood Park Advisors LLC2,380$347K0.26%+213F-HRTimeline
Global Trust Asset Management, LLC2,375$347K0.13%-52513F-HRTimeline
Bay Capital Advisors, LLC2,372$346K0.21%-9413F-HRTimeline
BOSTON FAMILY OFFICE LLC2,361$345K0.02%013F-HRTimeline
Bernardo Wealth Planning LLC2,358$344K0.07%013F-HRTimeline
Shared Vision Wealth Group LLC2,351$343K0.14%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,334$341K+2Timeline
TITLEIST ASSET MANAGEMENT, LLC2,332$340K0.03%-9713F-HRTimeline
United Advisor Group, LLC2,324$339K0.04%013F-HRTimeline
CGN Advisors LLC2,319$338K0.03%-21613F-HRTimeline
Cypress Wealth Services, LLC2,315$338K0.05%+313F-HRTimeline
Beaird Harris Wealth Management, LLC2,312$337K0.02%-48513F-HRTimeline
Cherry Tree Wealth Management, LLC2,310$337K0.07%013F-HRTimeline
Greenspring Advisors, LLC2,310$337K0.02%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO2,297$335K0.01%-65013F-HRTimeline
Intelligence Driven Advisers, LLC2,297$335K0.06%+1313F-HRTimeline
Nadler Financial Group, Inc.2,293$335K0.03%-98713F-HRTimeline
Rockbridge Investment Management, LCC2,293$335K0.03%013F-HRTimeline
ROMANO BROTHERS AND COMPANY2,285$333K0.04%013F-HRTimeline
PATTEN & PATTEN INC/TN2,284$333K0.02%013F-HRTimeline
MidAtlantic Capital Management, Inc.2,274$332K0.23%013F-HRTimeline
HM PAYSON & CO2,261$330K<0.01%013F-HRTimeline
DAVIDSON TRUST CO2,261$330K0.14%013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC2,256$329K0.01%013F-HRTimeline
Meramec Financial Planners, LLC2,203$329K0.13%+613F-HRTimeline
First Heartland Consultants, Inc.2,239$327K0.03%-71113F-HRTimeline
McKinley Carter Wealth Services, Inc.2,226$325K0.02%013F-HRTimeline
Goelzer Investment Management, Inc.2,202$321K0.02%new13F-HRTimeline
Narus Financial Partners, LLC2,200$321K0.08%013F-HRTimeline
Leo Wealth, LLC2,190$320K0.02%+1313F-HRTimeline
CHEMUNG CANAL TRUST CO2,184$319K0.06%013F-HRTimeline
ENTRUST FINANCIAL LLC2,183$319K0.22%+113F-HRTimeline
Main Street Financial Solutions, LLC2,179$318K0.02%+48513F-HRTimeline
Gotham Asset Management, LLC2,179$318K<0.01%new13F-HRTimeline
Texas Capital Bank Wealth Management Se…2,174$317K0.02%-813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,166$316K0.01%+413F-HRTimelineGroup
ADVISORY RESEARCH INC2,164$316K0.04%+42113F-HRTimeline
Citizens Business Bank2,157$315K0.05%013F-HRTimeline
JMG Financial Group, Ltd.2,154$314K0.01%-4,02213F-HRTimeline
Garden State Investment Advisory Servic…2,139$312K0.07%+3213F-HRTimeline
Gainplan LLC2,139$312K0.23%013F-HRTimeline
PITTENGER & ANDERSON INC2,136$312K0.01%+8013F-HRTimeline
Nalls Sherbakoff Group, LLC2,135$312K0.23%-3313F-HRTimeline
Jackson Hole Capital Partners, LLC2,129$311K0.05%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,125$310K<0.01%-3113F-HRTimelineGroup
Covenant Asset Management, LLC2,123$310K0.06%013F-HRTimeline
Lodestone Wealth Management LLC2,114$309K0.12%+413F-HR/ATimeline
Institute for Wealth Management, LLC.2,109$308K0.03%013F-HRTimeline
Procyon Advisors, LLC2,101$307K0.02%013F-HRTimeline
WJ Financial Advisors LLC2,094$306K0.25%013F-HRTimeline
Fortis Capital Advisors, LLC2,082$304K0.04%013F-HRTimeline
Van Hulzen Asset Management, LLC2,079$303K0.02%-9113F-HRTimeline
CAP Partners, LLC2,075$303K0.17%new13F-HRTimeline
FAGAN ASSOCIATES, INC.2,074$303K0.04%+213F-HRTimeline
Avant Financial Advisors LLC2,065$301K0.21%013F-HRTimeline
McDonough Capital Management, Inc2,064$301K0.16%+1213F-HRTimeline
Versant Capital Management, Inc2,057$300K0.03%013F-HRTimeline
KOM Wealth Management Group, LLC2,042$298K0.2%+213F-HRTimeline
Fortune Financial Advisors, LLC2,041$298K0.15%-17513F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)2,035$297K<0.01%013F-HRTimelineGroup
Reynders McVeigh Capital Management, LLC2,026$296K0.01%-2,29113F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,025$296K0.02%-12313F-HRTimeline
Fiduciary Alliance LLC2,013$295K0.02%-2813F-HRTimeline
OFS Enterprise LLC2,017$294K0.09%13F-HRTimeline
EPG Wealth Management LLC2,016$294K0.08%+413F-HRTimeline
CASCADE INVESTMENT GROUP, INC.2,013$294K0.19%-3013F-HRTimeline
Ellsworth Advisors, LLC2,012$294K0.06%+1213F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,011$293K0.03%-15013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC2,009$293K0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.2,000$292K0.04%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC1,999$292K0.02%013F-HRTimeline
Plancorp, LLC1,975$291K0.01%+1213F-HRTimeline
Sequent Asset Management, LLC1,990$290K0.14%+42013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.1,985$290K0.03%-51913F-HRTimeline
Caldwell Trust Co1,974$288K0.03%-2113F-HRTimeline
HTG Investment Advisors, Inc.1,970$288K0.08%013F-HRTimeline
L.K. Benson & Company, P.C.1,968$287K0.09%013F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC1,900$285K0.1%013F-HRTimeline
Wilkins Miller Wealth Management, LLC1,951$285K0.17%-3613F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC1,948$284K0.01%-18713F-HRTimeline
Family Legacy, Inc.1,940$283K0.09%-5513F-HRTimeline
SAX WEALTH ADVISORS, LLC2,034$283K0.01%013F-HRTimeline
Core Wealth Management, Inc.1,937$283K0.09%013F-HRTimeline
Straight Path Wealth Management1,933$282K0.08%013F-HRTimeline
Community Bank & Trust, Waco, Texas1,918$280K0.06%013F-HRTimeline
Summit Wealth Partners, LLC1,908$278K0.04%new13F-HRTimeline
Friday Financial1,902$278K0.1%013F-HRTimeline
Baugh & Associates, LLC1,900$277K0.12%013F-HRTimeline
Formidable Asset Management, LLC1,991$277K0.04%013F-HRTimeline
Pacific Point Advisors, LLC1,896$277K0.15%013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp1,894$276K0.04%013F-HRTimelineGroup
Thrive Wealth Management, LLC1,885$275K0.04%+313F-HRTimeline
Pinnacle Wealth Management Group, Inc.1,883$275K0.13%-19413F-HRTimeline
CITY HOLDING CO1,881$275K0.03%+50913F-HRTimeline
Western Reserve Capital Management, LLC1,868$273K0.22%+10513F-HRTimeline
Invst, LLC1,856$271K0.03%-14713F-HRTimeline
HOWE & RUSLING INC1,853$270K0.02%-9613F-HRTimeline
WFA of San Diego, LLC1,853$270K0.22%-89913F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO1,851$270K0.03%new13F-HRTimeline
Washington Trust Advisors, Inc.1,844$269K0.02%013F-HRTimeline
GODSEY & GIBB, INC1,838$268K0.02%+7013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,836$268K<0.01%-33613F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…1,835$268K0.03%+313F-HRTimeline
Selby Wealth Management, LLC1,827$267K0.11%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,825$266K0.01%new13F-HRTimeline
Foundations Investment Advisors, LLC1,823$266K<0.01%+21113F-HRTimeline
WestHill Financial Advisors, Inc.1,822$266K0.05%013F-HRTimeline
Pure Financial Advisors, LLC1,820$266K<0.01%-1513F-HRTimeline
Worth Asset Management, LLC1,819$265K0.1%-3813F-HRTimeline
VISTA CAPITAL PARTNERS, INC.1,819$265K0.03%-18213F-HRTimeline
CONDOR CAPITAL MANAGEMENT1,815$265K0.02%013F-HRTimeline
Quaker Wealth Management, LLC1,811$264K0.08%013F-HRTimeline
Center For Asset Management LLC1,810$264K0.13%013F-HRTimeline
BAILARD, INC.1,806$264K0.01%+21313F-HRTimeline
Harbor Group, Inc.1,802$263K0.04%+113F-HRTimeline
Old North State Wealth Management, LLC1,796$263K0.12%-13513F-HRTimeline
Rodgers Brothers Inc.1,800$263K0.03%013F-HRTimeline
Coastal Bridge Advisors, LLC1,794$262K0.02%-74613F-HRTimeline
TWO SIGMA SECURITIES, LLC1,791$261K0.03%-1,42013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC1,789$261K0.02%-5013F-HRTimeline
Penobscot Investment Management Company…1,787$261K0.02%+213F-HRTimeline
55 North Private Wealth, LLC1,786$261K0.07%+313F-HRTimeline
Foster Group, Inc.1,784$260K0.01%013F-HRTimeline
Bison Wealth, LLC1,754$258K0.03%013F-HRTimeline
Advisors Capital Management, LLC1,767$258K<0.01%+16013F-HRTimeline
Jaffetilchin Investment Partners, LLC1,756$256K0.02%new13F-HRTimeline
Premier Path Wealth Partners, LLC1,756$256K0.03%-1313F-HRTimeline
GDS Wealth Management1,753$256K0.02%013F-HRTimeline
Wallace Advisory Group, LLC1,753$256K0.27%+413F-HRTimeline
WEBSTER BANK, N. A.1,750$255K0.02%-13013F-HRTimeline
Fiduciary Group, LLC1,748$255K0.02%-15013F-HRTimeline
Berkeley Capital Partners, LLC1,724$252K0.06%new13F-HRTimeline
Asset One Wealth Management LLC1,696$251K0.03%new13F-HRTimeline
Smith Salley Wealth Management1,717$251K0.01%013F-HRTimeline
Financial Insights, Inc.1,714$250K0.08%013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.1,712$250K0.1%-55513F-HRTimeline
TRB Wealth Management, LLC1,701$248K0.04%13F-HRTimeline
Kathmere Capital Management, LLC1,699$248K0.02%013F-HRTimeline
Strategic Financial Concepts, LLC1,698$248K0.06%+16013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…1,695$247K<0.01%013F-HRTimelineGroup
EJMK Ventures LLC1,681$245K0.14%-79113F-HRTimeline
Signature Wealth Management Group1,680$245K0.09%013F-HRTimeline
Venture Visionary Partners LLC1,679$245K0.01%-10013F-HRTimeline
Walkner Condon Financial Advisors LLC1,679$245K0.03%013F-HRTimeline
Seneca House Advisors1,657$242K0.1%+1013F-HRTimeline
Chancellor Financial Group WB LP1,657$242K0.17%+5013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group1,650$241K0.03%013F-HRTimelineGroup
SPIREPOINT PRIVATE CLIENT, LLC1,645$240K0.02%-7213F-HRTimeline
SIMPLEX TRADING, LLC1,639$239K0.01%new13F-HRTimeline
Xcel Wealth Management, LLC1,638$239K0.07%new13F-HRTimeline
Busey Bank1,634$238K0.01%+13313F-HRTimeline
Trilogy Capital Inc.1,629$238K0.01%+2713F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,624$237K0.01%013F-HRTimeline
Carson Advisory Inc.1,622$237K0.12%-24313F-HRTimeline
CALTON & ASSOCIATES, INC.1,621$237K0.03%-53713F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,620$236K0.01%013F-HR/ATimeline
FIDELIS CAPITAL PARTNERS, LLC1,615$236K0.02%013F-HRTimeline
SHP Wealth Management1,610$235K0.02%-2313F-HRTimeline
Future Financial Wealth Managment LLC1,600$235K0.15%013F-HRTimeline
Center for Financial Planning, Inc.1,603$234K0.02%013F-HRTimeline
Shoker Investment Counsel, Inc.1,601$234K0.07%+313F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS1,600$234K0.01%013F-HRTimelineGroup
Bridgewealth Advisory Group, LLC1,600$234K0.05%013F-HRTimeline
Caerus Investment Advisors, LLC1,600$234K0.1%013F-HRTimeline
Strata Wealth Advisors, LLC1,600$234K0.06%013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC1,589$232K0.06%+8413F-HRTimeline
Brio Consultants, LLC1,559$232K0.03%+313F-HRTimeline
Kraft, Davis & Associates, LLC1,526$229K0.05%013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC1,562$228K0.05%013F-HRTimeline
KLCM Advisors, Inc.1,559$228K0.02%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,551$226K0.02%013F-HRTimelineGroup
Diversified Enterprises, LLC1,551$226K0.01%013F-HRTimeline
Financial Alternatives, Inc1,549$226K0.12%013F-HRTimeline
Capital Squared Financial LLC1,546$226K0.17%-86513F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…1,525$223K0.04%-10013F-HRTimeline
Charter Oak Capital Management, LLC1,516$221K0.02%013F-HRTimeline
WEALTH EFFECTS LLC1,510$220K0.08%013F-HRTimeline
Apriem Advisors1,508$220K0.02%013F-HRTimeline
Financial Synergies Wealth Advisors, In…1,500$219K0.02%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,500$219K<0.01%new13F-HRTimelineGroup
Crescent Grove Advisors, LLC1,500$219K0.02%-3713F-HRTimeline
True Link Financial Advisors, LLC1,500$219K0.01%013F-HR/ATimeline
Bensler, LLC1,495$218K0.02%+713F-HRTimeline
Cambridge Financial Group, LLC1,493$218K0.07%013F-HRTimeline
Stokes Family Office, LLC1,490$217K0.02%013F-HRTimeline
ICW Investment Advisors LLC1,484$217K0.08%+913F-HRTimeline
Wrenne Financial Planning LLC1,480$216K0.08%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC1,480$216K0.01%-19513F-HRTimeline
Summit Asset Management, LLC1,475$215K0.03%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,474$215K<0.01%new13F-HRTimelineGroup
Marshall Financial Group, LLC1,473$215K0.03%-32113F-HRTimeline
BANTAMAC CAPITAL, LLC1,470$215K0.16%013F-HRTimeline