SDY SPDR SERIES TRUST

SHS (fund)

1,175 managers (1,193 13F filers) reported a position in SDY shares at 2024-12-31, 67,155,194 shares in all. 64 filers opened a position and 84 filers sold out during the quarter.

Managers: 1,175
13F filers: 1,193
New: 64
Added: 349
Reduced: 384
Sold out: 84
Shares held by filers: 67,155,194

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
GKV Capital Management Co., Inc.	1,000	$132K	0.05%		13F-HR Timeline
Topsail Wealth Management, LLC	1,000	$132K	0.03%		13F-HR Timeline
Operose Advisors LLC	994	$131K	0.04%	0	13F-HR Timeline
NVWM, LLC	979	$129K	0.03%	0	13F-HR Timeline
Centricity Wealth Management, LLC	977	$129K	0.12%		13F-HR Timeline
Lindbrook Capital, LLC	946	$125K	0.01%	-26	13F-HR Timeline
LEE DANNER & BASS INC	945	$125K	0.01%	new	13F-HR Timeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC	898	$119K	0.01%	new	13F-HR/A Timeline
Horizons Wealth Management	850	$112K	0.09%	0	13F-HR Timeline
Hilltop National Bank	842	$111K	0.03%	0	13F-HR Timeline
TD Capital Management LLC	841	$111K	0.01%	+6	13F-HR Timeline
PSI Advisors, LLC	839	$111K	0.03%	0	13F-HR Timeline
Householder Group Estate & Retirement S…	835	$110K	0.08%	-3,093	13F-HR Timeline
HOWE & RUSLING INC	832	$110K	0.01%	+5	13F-HR Timeline
CRITERION CAPITAL ADVISORS, LLC	861	$110K	0.07%	0	13F-HR Timeline
Founders Financial Alliance, LLC	828	$109K	0.03%	0	13F-HR Timeline
Tortoise Investment Management, LLC	818	$108K	0.01%	0	13F-HR/A Timeline
IAG Wealth Partners, LLC	815	$108K	0.02%	0	13F-HR Timeline
Financial Freedom, LLC	803	$106K	0.06%	-581	13F-HR Timeline
Stephens Consulting, LLC	794	$105K	0.03%	+6	13F-HR Timeline
Bristlecone Advisors, LLC	768	$101K	0.01%	0	13F-HR Timeline
Citizens National Bank Trust Department	768	$101K	0.02%	0	13F-HR Timeline
BankPlus Trust Departmentin group BankPlus Trust Department	765	$101K	0.03%		13F-HR Timeline Group
ATWOOD & PALMER INC	750	$99.1K	0.01%	0	13F-HR Timeline
Coppell Advisory Solutions LLC	709	$93.3K	0.01%	+442	13F-HR Timeline
Anchor Investment Management, LLC	706	$93.3K	0.01%	0	13F-HR Timeline
Kiker Wealth Management, LLC	705	$93.1K	0.08%		13F-HR Timeline
Bernard Wealth Management Corp.	694	$91.7K	0.04%		13F-HR/A Timeline
MOTCO	688	$90.9K	0.01%	0	13F-HR Timeline
GoalVest Advisory LLC	685	$90.5K	0.02%	0	13F-HR Timeline
DELTA ASSET MANAGEMENT LLC/TN	669	$88.4K	0.01%	0	13F-HR Timeline
Painted Porch Advisors LLC	622	$82.2K	0.04%	0	13F-HR Timeline
Armor Investment Advisors, LLC	620	$81.9K	0.03%	0	13F-HR Timeline
HARBOR INVESTMENT ADVISORY, LLC	619	$81.7K	0.01%	-75	13F-HR Timeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.	600	$80.7K	<0.01%	0	13F-HR Timeline Group
FWL INVESTMENT MANAGEMENT, LLC	609	$80.4K	0.03%	0	13F-HR Timeline
Bray Capital Advisors	600	$79.3K	0.02%	0	13F-HR Timeline
Trivant Custom Portfolio Group, LLC	600	$79.3K	0.05%	0	13F-HR Timeline
Headlands Technologies LLC	584	$77.1K	0.01%	+17	13F-HR Timeline
Grove Bank & Trust	582	$76.9K	0.01%	0	13F-HR Timeline
SIMA Wealth Partners, LLC	537	$70.9K	0.06%	0	13F-HR Timeline
Compass Wealth Management LLC	530	$70K	0.02%	0	13F-HR Timeline
EASTERN BANK	520	$68.7K	<0.01%	0	13F-HR Timeline
Piscataqua Savings Bank	515	$68K	0.06%	0	13F-HR Timeline
Empowered Funds, LLC	506	$66.8K	<0.01%	new	13F-HR Timeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI	506	$66.8K	0.01%	0	13F-HR Timeline
RICHARDS, MERRILL & PETERSON, INC.	498	$65.8K	0.03%		13F-HR Timeline
VSM Wealth Advisory, LLC	495	$65.4K	0.02%		13F-HR Timeline
Cassady Schiller Wealth Management, LLC	477	$63K	0.02%	0	13F-HR Timeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC	475	$62.7K	0.03%	0	13F-HR Timeline
Clearstead Trust, LLC	475	$62.7K	0.01%	0	13F-HR Timeline
Synergy Investment Management, LLC	470	$62K	0.03%		13F-HR Timeline
MGB Wealth Management, LLC	445	$58.8K	0.02%	0	13F-HR Timeline
Tradewinds Capital Management, LLC	441	$58.3K	0.02%	0	13F-HR Timeline
Rice Partnership, LLC	424	$56K	0.01%	-200	13F-HR Timeline
Cetera Trust Company, N.A	414	$54.7K	0.04%	0	13F-HR Timeline
Financial Life Planners	412	$54.5K	0.05%		13F-HR Timeline
Continuum Advisory, LLC	401	$53K	0.01%	-52	13F-HR Timeline
COUNTRY TRUST BANK	390	$51.5K	<0.01%	0	13F-HR Timeline
TUCKER ASSET MANAGEMENT LLC	375	$49.5K	0.01%	0	13F-HR Timeline
Capital Investment Counsel, Inc	370	$48.9K	0.01%	new	13F-HR Timeline
Main Street Group, LTD	361	$47.7K	0.02%	0	13F-HR Timeline
Founders Capital Management	360	$47.6K	0.03%	0	13F-HR Timeline
City State Bank	358	$47.3K	0.02%	0	13F-HR Timeline
Smartleaf Asset Management LLC	357	$47K	<0.01%	0	13F-HR Timeline
Cyrus J. Lawrence, LLC	362	$47K	0.01%	0	13F-HR Timeline
Morling Financial Advisors, LLC	353	$46.6K	0.02%	0	13F-HR Timeline
Biltmore Family Office, LLC	350	$46.2K	0.01%	0	13F-HR Timeline
OARSMAN CAPITAL, INC.	348	$46K	0.01%	-39	13F-HR Timeline
Bare Financial Services, Inc	342	$45.2K	0.02%	0	13F-HR Timeline
Addison Advisors LLC	340	$44.9K	0.01%	0	13F-HR Timeline
AMERIFLEX GROUP, INC.	328	$44.1K	0.02%		13F-HR Timeline
CARDIFF PARK ADVISORS, LLC	328	$43.3K	<0.01%	0	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	326	$43.1K	0.01%	0	13F-HR Timeline
WFA Asset Management Corp	326	$43K	0.02%	+3	13F-HR Timeline
Castleview Partners, LLC	322	$42.3K	0.02%	-165	13F-HR/A Timeline
Parkside Financial Bank & Trust	314	$41.5K	0.01%	0	13F-HR Timeline
OAKWORTH CAPITAL, INC.	306	$40.4K	<0.01%	0	13F-HR Timeline
Pineridge Advisors LLC	306	$40.4K	0.02%	-200	13F-HR Timeline
Kohmann Bosshard Financial Services, LLC	300	$39.6K	<0.01%	new	13F-HR Timeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP	296	$39.1K	0.01%	0	13F-HR Timeline
West Financial Advisors, LLC	294	$38.8K	0.01%	0	13F-HR Timeline
AlphaMark Advisors, LLC	290	$38K	0.02%	0	13F-HR Timeline
Darwin Wealth Management, LLC	287	$38K	0.01%	+2	13F-HR/A Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC	287	$37.9K	<0.01%	new	13F-HR Timeline Group
Sterling Capital Management LLC	287	$37.9K	<0.01%	0	13F-HR Timeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC	282	$37.3K	<0.01%	0	13F-HR Timeline Group
Rosenberg Matthew Hamilton	278	$36.7K	0.01%	0	13F-HR Timeline
Tower View Wealth Management LLC	275	$36.3K	0.02%	+2	13F-HR Timeline
Strategic Investment Solutions, Inc. /IL	264	$34.8K	0.01%	+1	13F-HR Timeline
Rialto Wealth Management, LLC	258	$34.1K	0.01%		13F-HR Timeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …	250	$33K	<0.01%	0	13F-HR Timeline Group
Clark Wealth Partners	248	$32.8K	0.03%		13F-HR Timeline
Friedenthal Financial	248	$32.8K	0.02%	0	13F-HR Timeline
Hemington Wealth Management	249	$32K	0.01%	0	13F-HR Timeline
WINTRUST INVESTMENTS LLC	246	$32K	0.03%	-378	13F-HR Timeline
Riggs Asset Managment Co. Inc.	243	$32K	0.01%	0	13F-HR Timeline
Noble Wealth Management PBC	241	$31.8K	0.02%		13F-HR Timeline
Silicon Valley Capital Partners	227	$30K	<0.01%	0	13F-HR Timeline
Perkins Coie Trust Co	225	$29.7K	0.01%	0	13F-HR Timeline
JNBA Financial Advisors	224	$29.6K	<0.01%	0	13F-HR Timeline
Frazier Financial Advisors, LLC	223	$29.4K	0.02%	0	13F-HR Timeline
GABLES CAPITAL MANAGEMENT INC.	215	$28.4K	0.01%	0	13F-HR Timeline
Avion Wealth	201	$26K	0.01%	+125	13F-HR Timeline
Glass Jacobson Investment Advisors llc	194	$25.7K	0.01%	new	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Laurel Wealth Advisors LLC	189	$25K	<0.01%	-40	13F-HR Timeline
American Capital Advisory, LLC	187	$24.7K	0.01%	-21	13F-HR Timeline
Pflug Koory, LLC	185	$24.4K	0.01%	0	13F-HR Timeline
Longview Financial Advisors LLC	182	$24K	0.02%		13F-HR Timeline
McIlrath & Eck, LLC	181	$23.9K	<0.01%	0	13F-HR Timeline
MeadowBrook Investment Advisors LLC	180	$23.8K	0.02%	0	13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	178	$23.5K	<0.01%	0	13F-HR Timeline
Compagnie Lombard Odier SCmA	175	$23.1K	<0.01%	0	13F-HR Timeline
AllSquare Wealth Management LLC	175	$23.1K	0.01%	0	13F-HR Timeline
Trifecta Capital Advisors, LLC	175	$23.1K	<0.01%	-100	13F-HR Timeline
Transce3nd, LLC	174	$23K	0.01%		13F-HR Timeline
Perritt Capital Management Inc	171	$22.7K	0.01%	+1	13F-HR Timeline
BROWN, LISLE/CUMMINGS, INC.	171	$22.6K	0.01%	0	13F-HR Timeline
FIRST UNITED BANK & TRUST	170	$22.5K	0.01%	0	13F-HR Timeline
Crews Bank & Trust	165	$21.8K	<0.01%		13F-HR Timeline
Wingate Wealth Advisors, Inc.	158	$20.9K	0.02%		13F-HR Timeline
MV CAPITAL MANAGEMENT, INC.	158	$20.9K	<0.01%	0	13F-HR Timeline
Abound Wealth Management	151	$19.9K	0.01%	0	13F-HR Timeline
Sugarloaf Wealth Management, LLC	148	$19.6K	<0.01%	0	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	147	$19.4K	0.01%	0	13F-HR Timeline
Pacific Capital Wealth Advisors, Inc.	139	$18.4K	<0.01%	0	13F-HR Timeline
PrairieView Partners, LLC	139	$18K	<0.01%	0	13F-HR Timeline
Lowe Wealth Advisors, LLC	136	$18K	0.01%	0	13F-HR Timeline
PINNEY & SCOFIELD, INC.	135	$17.8K	0.01%		13F-HR Timeline
NFSG Corp	133	$17.6K	<0.01%	0	13F-HR Timeline
CVA Family Office, LLC	125	$16.5K	<0.01%	0	13F-HR Timeline
FOSTER DYKEMA CABOT & PARTNERS, LLC	125	$16.5K	<0.01%	+1	13F-HR Timeline
TOTH FINANCIAL ADVISORY CORP	119	$15.7K	<0.01%	0	13F-HR Timeline
POM Investment Strategies, LLC	118	$15.6K	0.01%	new	13F-HR Timeline
Cornerstone Planning Group LLC	108	$14.7K	<0.01%	-4	13F-HR Timeline
Register Financial Advisors LLC	108	$14.3K	0.01%	0	13F-HR Timeline
FLAGSHIP WEALTH ADVISORS, LLC	107	$14.1K	0.01%		13F-HR Timeline
PIN OAK INVESTMENT ADVISORS INC	100	$14K	0.01%	0	13F-HR Timeline
Ascentis Wealth Management, LLCgroup of 2 filers holding	105	$13.9K		-680	Timeline Ascentis Wealth Management, LLC: 105 (<0.01%) 13F-HR Ascentis Independent Advisors: sold out, -680 13F-HR
FIDUCIARY ADVISORS, INC.	102	$13.5K	0.01%		13F-HR Timeline
Millstone Evans Group, LLC	102	$13.5K	0.01%		13F-HR Timeline
OLD SECOND NATIONAL BANK OF AURORA	100	$13.2K	<0.01%	new	13F-HR Timeline
Quintet Private Bank (Europe) S.A.	100	$13.2K	<0.01%	new	13F-HR Timeline
High Note Wealth, LLC	93	$12.3K	<0.01%	new	13F-HR Timeline
Dunhill Financial, LLC	84	$11.1K	0.01%	-900	13F-HR Timeline
Runnymede Capital Advisors, Inc.	77	$10.2K	0.01%		13F-HR Timeline
China Universal Asset Management Co., L…	75	$9.91K	<0.01%	new	13F-HR Timeline
Central Pacific Bank - Trust Division	73	$9.64K	<0.01%	0	13F-HR Timeline
Mascoma Wealth Management LLC	72	$9.51K	<0.01%	0	13F-HR Timeline
THURSTON, SPRINGER, MILLER, HERD & TITA…	70	$9.27K	<0.01%	-200	13F-HR Timeline
Parkworth Wealth Management, Inc.	67	$8.81K	0.01%		13F-HR Timeline
Copia Wealth Management	64	$8.45K	0.01%		13F-HR Timeline
Prudent Man Investment Management, Inc.	63	$8.32K	<0.01%		13F-HR Timeline
Strengthening Families & Communities, L…	63	$8K	<0.01%	0	13F-HR Timeline
Bank & Trust Co	50	$6.61K	0.01%	0	13F-HR Timeline
CHILTON CAPITAL MANAGEMENT LLC	48	$6.34K	<0.01%	-221	13F-HR Timeline
HBC Financial Services, PLLC	50	$6K	<0.01%	0	13F-HR Timeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd	42	$5.55K	<0.01%	0	13F-HR Timeline Group
West Branch Capital LLC	40	$5.28K	<0.01%	0	13F-HR Timeline
Ritter Daniher Financial Advisory LLC /…	39	$5.15K	<0.01%	0	13F-HR Timeline
SWAN Capital LLC	38	$5.02K	<0.01%	new	13F-HR Timeline
Compass Planning Associates Inc	31	$4.07K	<0.01%		13F-HR Timeline
BROADWATER CAPITAL MANAGEMENT LLC	28	$3.7K	<0.01%	0	13F-HR/A Timeline
MARYLAND CAPITAL ADVISORS INC.	22	$2.91K	<0.01%	new	13F-HR Timeline
1620 INVESTMENT ADVISORS, INC.	22	$2.91K	<0.01%	new	13F-HR Timeline
Global Wealth Strategies & Associates	20	$2.64K	<0.01%	0	13F-HR Timeline
Hexagon Capital Partners LLC	11	$1.4K	<0.01%	0	13F-HR Timeline
Robinswood Financial LLC	10	$1.32K	<0.01%	0	13F-HR Timeline
West Oak Capital, LLC	425	$561	0.02%	0	13F-HR/A Timeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS	4	$528	<0.01%	-36	13F-HR Timeline Group
Synergy Asset Management, LLCin group Synergy Asset Management, LLC	3	$426	<0.01%	new	13F-HR Timeline Group
Collier Financial	3	$349	<0.01%		13F-HR Timeline
LANARK FINANCIAL, INC.	2	$309	0.03%	-2,301	13F-HR Timeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …	2	$264	<0.01%	0	13F-HR Timeline Group
Legacy Financial Group LLC	377,368	$49.9B		+3,088	13F-HR TimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.