SDY SPDR SERIES TRUST

SHS (fund)

1,161 managers (1,177 13F filers) reported a position in SDY shares at 2025-03-31, 64,673,503 shares in all. 59 filers opened a position and 67 filers sold out during the quarter.

Managers: 1,161
13F filers: 1,177
New: 59
Added: 322
Reduced: 478
Sold out: 67
Shares held by filers: 64,673,503

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
North Capital, Inc.	861	$117K	0.11%		13F-HR Timeline
Horizons Wealth Management	850	$115K	0.09%	0	13F-HR Timeline
TD Capital Management LLC	846	$115K	0.01%	+5	13F-HR Timeline
Farmers & Merchants Trust Co of Chamber…	837	$114K	0.04%	-365	13F-HR Timeline
PSI Advisors, LLC	839	$114K	0.04%	0	13F-HR Timeline
HOWE & RUSLING INC	836	$113K	0.01%	+4	13F-HR Timeline
Compass Wealth Management LLC	826	$112K	0.03%	+296	13F-HR Timeline
Tortoise Investment Management, LLC	818	$111K	0.01%	0	13F-HR/A Timeline
IAG Wealth Partners, LLC	815	$111K	0.02%	0	13F-HR Timeline
Colonial Trust Advisorsgroup of 2 filers holding	810	$110K		-1,450	Timeline Colonial Trust Co / SC: 590 (0.01%) 13F-HR Colonial Trust Advisors: 220 (<0.01%) 13F-HR
Arax Advisory Partners	805	$109K	0.01%	new	13F-HR Timeline
Bristlecone Advisors, LLC	768	$104K	0.01%	0	13F-HR Timeline
Citizens National Bank Trust Department	768	$104K	0.02%	0	13F-HR Timeline
BankPlus Trust Departmentin group BankPlus Trust Department	765	$104K	0.03%	0	13F-HR Timeline Group
RICHARDS, MERRILL & PETERSON, INC.	765	$104K	0.05%	+267	13F-HR Timeline
ATWOOD & PALMER INC	750	$102K	0.01%	0	13F-HR Timeline
Anchor Investment Management, LLC	706	$95.8K	0.01%	0	13F-HR Timeline
Bernard Wealth Management Corp.	694	$94.2K	0.05%	0	13F-HR Timeline
GoalVest Advisory LLC	685	$92.9K	0.03%	0	13F-HR Timeline
DELTA ASSET MANAGEMENT LLC/TN	663	$90K	0.01%	-6	13F-HR Timeline
AlphaCore Capital LLC	651	$88.3K	0.01%	new	13F-HR Timeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.	626	$84.9K	<0.01%	+26	13F-HR Timeline Group
Painted Porch Advisors LLC	622	$84.4K	0.04%	0	13F-HR Timeline
Armor Investment Advisors, LLC	620	$84.1K	0.03%	0	13F-HR Timeline
HARBOR INVESTMENT ADVISORY, LLC	619	$84K	0.01%	0	13F-HR Timeline
Main Street Group, LTD	614	$83.1K	0.03%	+253	13F-HR Timeline
FWL INVESTMENT MANAGEMENT, LLC	604	$82K	0.03%	-5	13F-HR Timeline
Trivant Custom Portfolio Group, LLC	600	$81.4K	0.05%	0	13F-HR Timeline
Vermillion & White Wealth Management Gr…	587	$79.6K	0.06%	-464	13F-HR Timeline
Grove Bank & Trust	582	$79K	0.01%	0	13F-HR Timeline
Inlight Wealth Management, LLC	559	$75.8K	0.05%	new	13F-HR Timeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…	540	$73.3K	<0.01%		13F-HR Timeline
SIMA Wealth Partners, LLC	537	$72.9K	0.06%	0	13F-HR Timeline
CALDWELL SUTTER CAPITAL, INC.	520	$70.6K	0.03%	-555	13F-HR Timeline
Piscataqua Savings Bank	515	$69.9K	0.06%	0	13F-HR Timeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI	506	$68.7K	0.01%	0	13F-HR Timeline
Palouse Capital Management, Inc.	496	$67.3K	0.05%	-6,069	13F-HR Timeline
NFSG Corp	496	$67.3K	0.02%	+363	13F-HR Timeline
VSM Wealth Advisory, LLC	495	$67.2K	0.02%	0	13F-HR Timeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC	475	$64.4K	0.04%	0	13F-HR Timeline
Clearstead Trust, LLC	475	$64.4K	0.01%	0	13F-HR Timeline
MGB Wealth Management, LLC	445	$60.4K	0.02%	0	13F-HR Timeline
Tradewinds Capital Management, LLC	441	$59.8K	0.02%	0	13F-HR Timeline
Rice Partnership, LLC	424	$57.5K	0.01%	0	13F-HR Timeline
Cetera Trust Company, N.A	414	$56.2K	0.04%	0	13F-HR Timeline
DAGCO, INC.	400	$54.3K	0.02%	new	13F-HR Timeline
COUNTRY TRUST BANK	390	$52.9K	<0.01%	0	13F-HR/A Timeline
CARDIFF PARK ADVISORS, LLC	383	$52K	0.01%	+55	13F-HR Timeline
EASTERN BANK	382	$51.8K	<0.01%	-138	13F-HR Timeline
Garde Capital, Inc.	382	$51.8K	<0.01%	new	13F-HR Timeline
TUCKER ASSET MANAGEMENT LLC	375	$50.9K	0.02%	0	13F-HR Timeline
Capital Investment Counsel, Inc	370	$50.2K	0.01%	0	13F-HR Timeline
Wealth Preservation Advisors, LLC	368	$49.9K	0.04%		13F-HR Timeline
Founders Capital Management	360	$48.8K	0.03%	0	13F-HR Timeline
City State Bank	358	$48.6K	0.02%	0	13F-HR Timeline
Smartleaf Asset Management LLC	357	$47.9K	<0.01%	0	13F-HR Timeline
Morling Financial Advisors, LLC	353	$47.9K	0.02%	0	13F-HR Timeline
Biltmore Family Office, LLC	350	$47.5K	0.01%	0	13F-HR Timeline
Bare Financial Services, Inc	342	$46.4K	0.02%	0	13F-HR Timeline
Briaud Financial Planning Inc	332	$45K	0.02%	new	13F-HR Timeline
AMERIFLEX GROUP, INC.	328	$44.5K	0.02%	0	13F-HR Timeline
Crews Bank & Trust	327	$44.4K	0.01%	+162	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	326	$44.2K	0.01%	0	13F-HR Timeline
THURSTON, SPRINGER, MILLER, HERD & TITA…	315	$42.8K	0.01%	+245	13F-HR Timeline
Parkside Financial Bank & Trust	314	$42.7K	0.01%	0	13F-HR Timeline
SSA SWISS ADVISORS AG	310	$42.1K	0.02%		13F-HR Timeline
WFA Asset Management Corp	319	$41.9K	0.02%	-7	13F-HR Timeline
OAKWORTH CAPITAL, INC.	306	$41.5K	<0.01%	0	13F-HR Timeline
Pineridge Advisors LLC	306	$41.5K	0.02%	0	13F-HR Timeline
West Financial Advisors, LLC	294	$39.9K	0.01%	0	13F-HR Timeline
Sterling Capital Management LLC	287	$38.9K	<0.01%	0	13F-HR Timeline
Darwin Wealth Management, LLC	287	$38K	0.01%	0	13F-HR Timeline
Rosenberg Matthew Hamilton	278	$37.7K	0.01%	0	13F-HR Timeline
Tower View Wealth Management LLC	277	$37.5K	0.02%	+2	13F-HR Timeline
ORG Partners LLC	270	$36.6K	0.01%	-4,730	13F-HR Timeline
Continuum Advisory, LLC	268	$36.4K	<0.01%	-133	13F-HR Timeline
Strategic Investment Solutions, Inc. /IL	264	$35.9K	0.01%	0	13F-HR Timeline
Friedenthal Financial	263	$35.7K	0.02%	+15	13F-HR Timeline
Addison Advisors LLC	255	$34.6K	0.01%	-85	13F-HR Timeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …	250	$33.9K	<0.01%	0	13F-HR Timeline Group
Clark Wealth Partners	250	$33.9K	0.03%	+2	13F-HR Timeline
Hemington Wealth Management	249	$33K	0.01%	0	13F-HR Timeline
Riggs Asset Managment Co. Inc.	243	$33K	0.01%	0	13F-HR Timeline
Noble Wealth Management PBC	241	$32.7K	0.02%	0	13F-HR Timeline
Silicon Valley Capital Partners	228	$30.7K	<0.01%	+1	13F-HR Timeline
Perkins Coie Trust Co	225	$30.5K	0.01%	0	13F-HR Timeline
Frazier Financial Advisors, LLC	223	$30.3K	0.02%	0	13F-HR Timeline
GABLES CAPITAL MANAGEMENT INC.	215	$29.2K	0.01%	0	13F-HR Timeline
Avion Wealth	201	$26K	0.01%	0	13F-HR Timeline
Glass Jacobson Investment Advisors llc	194	$25.7K	0.01%	0	13F-HR Timeline
Laurel Wealth Advisors LLC	189	$25.6K	<0.01%	0	13F-HR Timeline
American Capital Advisory, LLC	187	$25.4K	0.01%	0	13F-HR Timeline
Pflug Koory, LLC	185	$25.1K	0.01%	0	13F-HR Timeline
Longview Financial Advisors LLC	182	$24.7K	0.02%	0	13F-HR Timeline
McIlrath & Eck, LLC	181	$24.6K	<0.01%	0	13F-HR Timeline
MeadowBrook Investment Advisors LLC	180	$24.4K	0.02%	0	13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	178	$24.2K	<0.01%	0	13F-HR Timeline
AllSquare Wealth Management LLC	175	$23.7K	0.01%	0	13F-HR Timeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…	174	$23.6K	<0.01%	new	13F-HR Timeline
Perritt Capital Management Inc	172	$23.4K	0.01%	+1	13F-HR Timeline
BROWN, LISLE/CUMMINGS, INC.	171	$23.2K	0.01%	0	13F-HR Timeline
Synergy Investment Management, LLC	170	$23.1K	0.01%	-300	13F-HR Timeline
FIRST UNITED BANK & TRUST	170	$23.1K	0.01%	0	13F-HR Timeline
MV CAPITAL MANAGEMENT, INC.	158	$21.4K	<0.01%	0	13F-HR Timeline
Abound Wealth Management	151	$20.5K	0.01%	0	13F-HR Timeline
First Pacific Financial	141	$19.1K	<0.01%	new	13F-HR Timeline
Woodside Wealth Management LLC	140	$19K	0.02%		13F-HR Timeline
Lowe Wealth Advisors, LLC	136	$18.5K	0.01%	0	13F-HR Timeline
PINNEY & SCOFIELD, INC.	135	$18.3K	0.01%	0	13F-HR Timeline
FOSTER DYKEMA CABOT & PARTNERS, LLC	126	$17K	<0.01%	+1	13F-HR Timeline
CVA Family Office, LLC	125	$17K	<0.01%	0	13F-HR Timeline
TOTH FINANCIAL ADVISORY CORP	119	$16.1K	<0.01%	0	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	116	$15.7K	0.01%	-31	13F-HR Timeline
FLAGSHIP WEALTH ADVISORS, LLC	115	$15.6K	0.01%	+8	13F-HR/A Timeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…	110	$14.9K	<0.01%	new	13F-HR Timeline Group
Register Financial Advisors LLC	109	$14.7K	0.01%	+1	13F-HR Timeline
Compagnie Lombard Odier SCmA	105	$14.2K	<0.01%	-70	13F-HR Timeline
Cornerstone Planning Group LLC	108	$14K	<0.01%	0	13F-HR Timeline
FIDUCIARY ADVISORS, INC.	102	$13.8K	0.01%	0	13F-HR Timeline
Millstone Evans Group, LLC	102	$13.8K	0.01%	0	13F-HR Timeline
Dynamic Wealth Strategies, LLC	100	$13.6K	0.01%	new	13F-HR Timeline
Quintet Private Bank (Europe) S.A.	100	$13.6K	<0.01%	0	13F-HR Timeline
Mowery & Schoenfeld Wealth Management, …	100	$13.6K	0.03%	new	13F-HR Timeline
Binnacle Investments Inc	100	$13.6K	0.01%		13F-HR Timeline
Bear Mountain Capital, Inc.	101	$13.2K	0.01%	new	13F-HR Timeline
High Note Wealth, LLC	93	$12.7K	<0.01%	0	13F-HR Timeline
PrairieView Partners, LLC	95	$12K	<0.01%	-44	13F-HR Timeline
Dunhill Financial, LLC	85	$11.5K	0.01%	+1	13F-HR Timeline
Runnymede Capital Advisors, Inc.	77	$10.4K	0.01%	0	13F-HR Timeline
China Universal Asset Management Co., L…	75	$10.2K	<0.01%	0	13F-HR Timeline
Mascoma Wealth Management LLC	72	$9.77K	<0.01%	0	13F-HR Timeline
Parkworth Wealth Management, Inc.	67	$9.04K	0.01%	0	13F-HR Timeline
Copia Wealth Management	64	$8.68K	0.01%	0	13F-HR Timeline
Strengthening Families & Communities, L…	64	$8.66K	0.01%	+1	13F-HR Timeline
Sarver Vrooman Wealth Advisors	63	$8.6K	0.01%		13F-HR Timeline
Prudent Man Investment Management, Inc.	63	$8.32K	<0.01%	0	13F-HR Timeline
PIN OAK INVESTMENT ADVISORS INC	70	$8K	0.01%	-30	13F-HR Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC	53	$7.19K	<0.01%	-234	13F-HR Timeline Group
Bank & Trust Co	50	$6.78K	0.01%	0	13F-HR Timeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd	42	$5.7K	<0.01%	0	13F-HR Timeline Group
Sound Income Strategies, LLC	41	$5.56K	<0.01%	new	13F-HR Timeline
West Branch Capital LLC	40	$5.43K	<0.01%	0	13F-HR Timeline
Ritter Daniher Financial Advisory LLC /…	39	$5.29K	<0.01%	0	13F-HR Timeline
Richardson Capital Management LLC	34	$4.61K	<0.01%	new	13F-HR Timeline
Compass Planning Associates Inc	31	$4.2K	<0.01%	0	13F-HR Timeline
BROADWATER CAPITAL MANAGEMENT LLC	28	$3.8K	<0.01%	0	13F-HR/A Timeline
CHILTON CAPITAL MANAGEMENT LLC	24	$3.26K	<0.01%	-24	13F-HR Timeline
Keystone Global Partners, LLC	23	$3.12K	<0.01%		13F-HR Timeline
Private Wealth Asset Management, LLC	22	$2.98K	<0.01%		13F-HR Timeline
MARYLAND CAPITAL ADVISORS INC.	22	$2.98K	<0.01%	0	13F-HR Timeline
1620 INVESTMENT ADVISORS, INC.	22	$2.98K	<0.01%	0	13F-HR Timeline
HWG Holdings LP	20	$2.71K	<0.01%	new	13F-HR Timeline
Global Wealth Strategies & Associates	20	$2.71K	<0.01%	0	13F-HR Timeline
Central Pacific Bank - Trust Division	18	$2.44K	<0.01%	-55	13F-HR Timeline
Hexagon Capital Partners LLC	11	$1.44K	<0.01%	0	13F-HR Timeline
Robinswood Financial LLC	10	$1.36K	<0.01%	0	13F-HR Timeline
West Oak Capital, LLC	425	$577	0.02%	0	13F-HR Timeline
Collier Financial	3	$359	<0.01%	0	13F-HR Timeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …	2	$271	<0.01%		13F-HR Timeline Group
Transce3nd, LLC	1	$136	<0.01%	-173	13F-HR Timeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…	0	$0		-42,458	13F-HR TimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.