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Disclosery

SDY SPDR SERIES TRUST

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SHS (fund)

1,231 managers (1,250 13F filers) reported a position in SDY shares at 2026-06-30, 63,748,815 shares in all. 58 filers opened a position and 52 filers sold out during the quarter.

Managers
1,231
13F filers
1,250
New
58
Added
374
Reduced
438
Sold out
52
Shares held by filers
63,748,815

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Hopwood Financial Services, Inc.1,440$219K0.13%+4013F-HRTimeline
Timbuktu Capital Management, LLC1,437$219K0.33%13F-HRTimeline
Warwick Investment Management, Inc.1,435$218K0.02%013F-HRTimeline
Capasso Planning Partners LLC1,425$217K0.11%+113F-HRTimeline
Split Rock Private Trading & Wealth Man…1,418$216K0.15%013F-HRTimeline
Versant Capital Management, Inc1,411$215K0.02%-64613F-HRTimeline
Old North State Wealth Management, LLC1,408$215K0.09%-38813F-HRTimeline
Bensler, LLC1,410$215K0.02%-8513F-HRTimeline
Millennium Capital Advisors, LLC1,408$214K0.12%013F-HRTimeline
Campbell Deegan Wealth Management, LLC1,407$214K0.15%+113F-HRTimeline
Beacon Financial Advisory LLC1,400$213K0.04%013F-HRTimeline
Fermata Advisors, LLC1,399$213K0.04%+613F-HRTimeline
Accretive Wealth Partners, LLC1,399$213K0.05%013F-HRTimeline
Keystone Financial Group1,398$213K0.01%-3,62813F-HRTimeline
Transcendent Capital Group LLC1,380$210K0.08%-5013F-HRTimeline
YANKCOM Partnership1,375$209K0.08%-1,06713F-HRTimeline
Marion Wealth Management1,371$209K0.04%new13F-HRTimeline
Kraft, Davis & Associates, LLC1,351$208K0.04%-17513F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC1,364$208K0.01%-4,40013F-HRTimeline
Total Wealth Planning & Management, Inc.1,364$208K0.15%new13F-HRTimeline
Global Trust Asset Management, LLC1,355$206K0.06%-1,02013F-HRTimeline
Welch Financial Planning, LLC1,355$206K0.12%new13F-HRTimeline
DUTCH ASSET Corp1,350$205K0.1%new13F-HRTimeline
Hanson & Doremus Investment Management1,345$205K0.02%+813F-HRTimeline
GODSEY & GIBB, INC1,343$204K0.02%-49513F-HRTimeline
180 WEALTH ADVISORS, LLC1,343$204K0.02%new13F-HRTimeline
SageGuard Financial Group, LLC1,343$204K0.03%new13F-HRTimeline
ADIRONDACK TRUST CO1,342$204K0.06%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC1,338$204K0.01%-14213F-HRTimeline
Ranch Capital Advisors Inc.1,336$203K0.06%-4913F-HRTimeline
Mullooly Asset Management, Inc.1,335$203K0.06%new13F-HRTimeline
Nvest Financial, LLC1,332$203K0.06%new13F-HRTimeline
Sterling Financial Planning, Inc.1,323$201K0.05%new13F-HRTimeline
CARLSON FINANCIAL, INC.1,321$201K0.1%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,321$201K0.07%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…1,320$201K0.02%-1,32013F-HRTimeline
SP Asset Management LLC1,320$201K0.02%new13F-HRTimeline
Huntleigh Advisors, Inc.1,317$201K0.03%new13F-HRTimeline
Oakwell Private Wealth Management, LLC1,315$200K0.03%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HORIZON BANCORP INC /IN/1,286$196K0.09%013F-HRTimeline
Luken Investment Analytics, LLC1,287$196K0.07%013F-HRTimeline
BALLAST ADVISORS LLC1,271$193K0.05%013F-HRTimeline
John A. Wolfe & Associates, Inc.1,240$189K0.26%013F-HRTimeline
Hurley Capital, LLC1,239$189K0.1%+613F-HRTimeline
Cordgrass Capital Advisors, LLC1,214$185K0.07%013F-HRTimeline
Napier Financial, LLC1,187$181K0.04%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,152$175K0.01%-28513F-HRTimelineGroup
Providence Capital Advisors, LLC1,128$172K0.03%+50013F-HRTimeline
CoreCap Advisors, LLC1,124$171K0.01%-5613F-HRTimeline
Pinnacle Bancorp, Inc.1,111$169K0.04%-28913F-HRTimeline
United Community Bankin group United Community Bank1,100$167K0.05%-15013F-HRTimelineGroup
Founders Financial Alliance, LLC1,086$165K0.02%+113F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,078$164K0.37%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,053$160K0.01%+613F-HRTimeline
Seneschal Advisors, LLC1,001$152K0.1%013F-HRTimeline
Mechanics Financial Corp1,000$152K0.05%013F-HRTimeline
Topsail Wealth Management, LLC1,000$152K0.02%013F-HRTimeline
Operose Advisors LLC994$151K0.03%013F-HRTimeline
NVWM, LLC969$147K0.03%013F-HRTimeline
Investment Research & Advisory Group, I…940$143K0.04%-4213F-HRTimeline
Aventura Private Wealth, LLC920$140K0.04%-7013F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC917$140K0.01%-14,10313F-HRTimeline
MANNING & NAPIER ADVISORS LLC890$136K<0.01%013F-HRTimeline
TD Capital Management LLC875$133K0.01%+613F-HRTimeline
Nalls Sherbakoff Group, LLC830$126K0.09%-1,30513F-HRTimeline
IAG Wealth Partners, LLC815$124K0.01%013F-HRTimeline
Quent Capital, LLC812$124K0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.808$123K0.09%-16213F-HRTimeline
Anchor Investment Management, LLC807$123K0.01%-14913F-HRTimeline
Dynamic Wealth Strategies, LLC807$123K0.07%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp770$117K<0.01%013F-HRTimelineGroup
Citizens National Bank Trust Department768$117K0.02%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC765$116K0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department765$116K0.03%013F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC749$114K<0.01%013F-HRTimeline
Hughes Financial Services, LLC745$113K0.02%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…743$113K<0.01%013F-HRTimelineGroup
IMA Advisory Services, Inc.742$113K0.01%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC741$113K0.04%013F-HRTimeline
Activest Wealth Management728$111K0.02%013F-HRTimeline
Wagner Wealth Management, LLC716$109K0.02%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.706$107K0.01%-22313F-HR/ATimeline
Biltmore Family Office, LLC690$105K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.680$103K0.04%013F-HRTimeline
Hilltop National Bank677$103K0.02%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN653$99.4K0.01%013F-HRTimeline
Strategic Wealth Advisors LLC712$99K0.08%013F-HRTimeline
BLUELINE ADVISORS LLC648$98.6K0.07%013F-HRTimeline
Main Street Group, LTD632$96.2K0.02%013F-HRTimeline
PETERSON WEALTH MANAGEMENT623$94.8K0.04%+213F-HRTimeline
Ares Financial Consulting, LLC620$94.4K0.07%+413F-HRTimeline
Allied Private Wealth LLC600$92.1K0.06%13F-HRTimeline
Peck Wealth Management, LLC600$91.3K0.08%013F-HRTimeline
NFSG Corp587$89.3K0.01%-1113F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC586$89.2K0.02%-713F-HRTimeline
Burk Holdings LLC586$89.2K0.03%013F-HRTimeline
Glass Jacobson Investment Advisors llc586$89.1K0.03%013F-HRTimeline
Grove Bank & Trust582$88.6K0.01%013F-HRTimeline
SYM FINANCIAL Corp573$87.2K0.01%+2013F-HRTimeline
Rice Partnership, LLC570$86.7K0.01%-32413F-HRTimeline
Portfolio Resources Advisor Group, Inc.545$82.9K0.07%013F-HRTimeline
StrongBox Wealth, LLC540$82.2K0.02%new13F-HRTimeline
SIMA Wealth Partners, LLC537$81.7K0.06%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC529$80.5K0.01%013F-HRTimeline
Piscataqua Savings Bank515$78.4K0.05%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp514$78.2K<0.01%+27513F-HRTimelineGroup
Steigerwald, Gordon & Koch Inc.507$77.2K0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC505$76.9K0.04%013F-HRTimeline
SYNTAX RESEARCH, INC.500$76.1K0.06%+25013F-HRTimeline
VSM Wealth Advisory, LLC495$75.3K0.02%013F-HRTimeline
Synergy Investment Management, LLC489$74.5K0.02%+113F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC475$72.3K0.04%013F-HRTimeline
Clearstead Trust, LLC475$72.3K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.470$71.5K0.04%+6613F-HRTimeline
LOUISBOURG INVESTMENTS INC.460$70K0.01%-4013F-HRTimeline
VIMA LLC455$69.2K0.07%13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS451$68.6K<0.01%-100,42313F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…446$68K0.02%-17613F-HRTimeline
First Bancorp, Inc /ME/445$67.7K0.03%new13F-HRTimeline
Key Capital Management, INC418$63.6K0.03%+713F-HRTimeline
Cetera Trust Company, N.A414$63K0.03%013F-HRTimeline
Financial Perspectives, Inc406$61.7K0.02%013F-HRTimeline
Financial Life Planners405$61.7K0.04%+213F-HRTimeline
Crews Bank & Trust387$58.9K0.01%+6013F-HRTimeline
Bogart Wealth, LLC384$58.5K<0.01%+1413F-HRTimeline
EASTERN BANK382$58.1K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC381$58K0.02%-71013F-HRTimeline
JDM Financial Group LLC372$56.5K0.02%013F-HRTimeline
WHI TRUST Co LLC371$56.5K0.04%013F-HRTimeline
Capital Investment Counsel, Inc370$56.3K0.01%013F-HRTimeline
Beacon Financial Strategies CORP370$56.3K0.03%new13F-HRTimeline
City State Bank358$54.5K0.01%013F-HRTimeline
United Financial Planning Group LLC355$54K0.03%013F-HRTimeline
Morling Financial Advisors, LLC353$53.7K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC352$53.6K0.01%013F-HRTimeline
Kilter Group LLC350$53.3K0.02%013F-HRTimeline
Bare Financial Services, Inc342$52K0.01%013F-HRTimeline
Nemes Rush Group LLC338$51.4K<0.01%+113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC325$49.5K0.01%013F-HRTimeline
Parkside Financial Bank & Trust315$47.9K<0.01%013F-HRTimeline
West Financial Advisors, LLC294$44.7K0.01%013F-HRTimeline
Bernard Wealth Management Corp.294$44.7K0.02%013F-HRTimeline
Sterling Capital Management LLC287$43.7K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC283$43.1K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton278$42.3K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.275$41.9K0.02%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL269$40.9K0.01%+113F-HRTimeline
Vision Retirement, LLC267$40.6K0.01%+113F-HRTimeline
Founders Capital Management260$39.6K0.02%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.259$39.4K<0.01%+15313F-HRTimeline
Clark Wealth Partners258$39.3K0.02%+113F-HRTimeline
Palouse Capital Management, Inc.256$39K0.02%-113F-HRTimeline
MCDONALD PARTNERS LLC250$38K0.01%new13F-HRTimeline
Avion Wealth248$37K0.01%013F-HRTimeline
Noble Wealth Management PBC241$36.7K0.02%013F-HRTimeline
Friedenthal Financial240$36.5K0.02%013F-HRTimeline
Ankerstar Wealth, LLC237$36.1K0.03%013F-HRTimeline
Silicon Valley Capital Partners236$35.9K<0.01%+213F-HRTimeline
Perkins Coie Trust Co225$34.2K0.01%013F-HRTimeline
Tower View Wealth Management LLC218$33.2K0.01%+213F-HRTimeline
Frazier Financial Advisors, LLC217$33K0.02%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.215$32.7K0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS210$32K<0.01%+10513F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC203$30.9K0.01%+17513F-HRTimeline
ATWOOD & PALMER INC200$30.4K<0.01%013F-HRTimeline
Continuum Advisory, LLC193$29.4K<0.01%new13F-HRTimeline
PARK NATIONAL CORP /OH/193$29.4K<0.01%013F-HRTimeline
Markowski Investments187$28.5K0.01%13F-HRTimeline
Pflug Koory, LLC185$28.2K0.01%013F-HRTimeline
Longview Financial Advisors LLC182$27.7K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC181$27.5K<0.01%013F-HRTimeline
American Capital Advisory, LLC180$27.4K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV178$27.1K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.173$26.3K<0.01%+1513F-HR/ATimeline
BROWN, LISLE/CUMMINGS, INC.171$26K0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …170$25.9K<0.01%013F-HRTimelineGroup
Delos Wealth Advisors, LLC170$25.9K0.01%013F-HRTimeline
BAYBAN158$24K0.02%013F-HRTimeline
Abound Wealth Management151$23K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST150$22.8K0.01%013F-HRTimeline
High Point Wealth Management, LLC150$22.8K0.02%013F-HRTimeline
Signature Equity Partners, LLC150$22.8K0.01%013F-HRTimeline
NorthAvenue LLC134$20.4K0.01%013F-HRTimeline
Insight Inv LLC126$19.2K0.01%new13F-HRTimeline
CVA Family Office, LLC125$19K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC115$17.4K<0.01%+113F-HRTimeline
Register Financial Advisors LLC110$16.7K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC109$16.5K0.01%+113F-HRTimeline
10Elms LLP105$16K0.01%013F-HRTimeline
Bear Mountain Capital, Inc.104$15.9K<0.01%+113F-HRTimeline
RMG Wealth Management LLC100$15.8K<0.01%013F-HRTimeline
Millstone Evans Group, LLC102$15.5K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC101$15.3K<0.01%013F-HRTimelineGroup
Quantum Portfolio Management LLC100$15.2K0.01%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …100$15.2K0.02%013F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.100$15.2K<0.01%013F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS100$15.1K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC96$14.8K<0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.94$14.3K0.01%-4113F-HRTimeline
Dunhill Financial, LLC87$13.3K<0.01%+113F-HRTimeline