SDY SPDR SERIES TRUST

SHS (fund)

1,165 managers (1,181 13F filers) reported a position in SDY shares at 2025-06-30, 64,527,447 shares in all. 57 filers opened a position and 52 filers sold out during the quarter.

Managers: 1,165
13F filers: 1,181
New: 57
Added: 353
Reduced: 437
Sold out: 52
Shares held by filers: 64,527,447

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
North Capital, Inc.	866	$118K	0.1%	+5	13F-HR Timeline
TD Capital Management LLC	852	$116K	0.01%	+6	13F-HR Timeline
Horizons Wealth Management	850	$115K	0.08%	0	13F-HR Timeline
Hilltop National Bank	842	$114K	0.03%		13F-HR Timeline
Farmers & Merchants Trust Co of Chamber…	837	$114K	0.04%	0	13F-HR Timeline
Activest Wealth Management	823	$112K	0.03%	-151	13F-HR Timeline
Tortoise Investment Management, LLC	818	$111K	0.01%	0	13F-HR Timeline
IAG Wealth Partners, LLC	815	$111K	0.01%	0	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
Founders Financial Alliance, LLC	757	$103K	0.02%	-327	13F-HR Timeline
THURSTON, SPRINGER, MILLER, HERD & TITA…	741	$101K	0.01%	+426	13F-HR Timeline
Beacon Capital Management, LLC	741	$101K	0.01%	-205	13F-HR Timeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…	732	$99.4K	0.01%	+192	13F-HR Timeline
Anchor Investment Management, LLC	706	$95.8K	0.01%	0	13F-HR Timeline
Bernard Wealth Management Corp.	694	$94.2K	0.04%	0	13F-HR Timeline
MGB Wealth Management, LLC	693	$93.9K	0.03%	+248	13F-HR Timeline
GoalVest Advisory LLC	685	$93K	0.02%	0	13F-HR Timeline
DELTA ASSET MANAGEMENT LLC/TN	653	$88.6K	0.01%	-10	13F-HR Timeline
Nordwand Advisors, LLC	640	$86.9K	0.01%	new	13F-HR Timeline
Painted Porch Advisors LLC	622	$84.4K	0.03%	0	13F-HR Timeline
Armor Investment Advisors, LLC	620	$84.2K	0.03%	0	13F-HR Timeline
FWL INVESTMENT MANAGEMENT, LLC	616	$83.6K	0.03%	+12	13F-HR Timeline
Vermillion & White Wealth Management Gr…	587	$79.7K	0.05%	0	13F-HR Timeline
Grove Bank & Trust	582	$79K	0.01%	0	13F-HR Timeline
Glass Jacobson Investment Advisors llc	575	$78K	0.03%	+381	13F-HR Timeline
Kiker Wealth Management, LLC	572	$77.6K	0.04%	-1,116	13F-HR Timeline
Inlight Wealth Management, LLC	559	$75.9K	0.04%	0	13F-HR Timeline
Biltmore Family Office, LLC	550	$74.7K	0.01%	+200	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%	0	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
VSM Wealth Advisory, LLC	495	$67.2K	0.02%	0	13F-HR Timeline
NFSG Corp	492	$66.7K	0.01%	-4	13F-HR Timeline
HARBOR INVESTMENT ADVISORY, LLC	481	$65.3K	0.01%	-138	13F-HR Timeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC	475	$64.5K	0.03%	0	13F-HR Timeline
Clearstead Trust, LLC	475	$64.5K	0.01%	0	13F-HR Timeline
Silicon Valley Capital Partners	450	$61.1K	0.01%	+222	13F-HR Timeline
Palouse Capital Management, Inc.	449	$60.9K	0.04%	-47	13F-HR Timeline
Tradewinds Capital Management, LLC	441	$59.9K	0.02%	0	13F-HR Timeline
Addison Advisors LLC	415	$56.3K	0.01%	+160	13F-HR Timeline
Cetera Trust Company, N.A	414	$56.2K	0.03%	0	13F-HR Timeline
EVOLUTION WEALTH MANAGEMENT INC.	404	$54.8K	0.07%		13F-HR Timeline
DAGCO, INC.	400	$54.3K	0.02%	0	13F-HR Timeline
Financial Perspectives, Inc	398	$54K	0.02%	new	13F-HR Timeline
EXCHANGE TRADED CONCEPTS, LLC	389	$52.8K	<0.01%	new	13F-HR Timeline
CARDIFF PARK ADVISORS, LLC	383	$52K	<0.01%	0	13F-HR Timeline
EASTERN BANK	382	$51.8K	<0.01%	0	13F-HR Timeline
Garde Capital, Inc.	382	$51.8K	<0.01%	0	13F-HR Timeline
Capital Investment Counsel, Inc	370	$50.2K	0.01%	0	13F-HR Timeline
Wealth Preservation Advisors, LLC	368	$49.9K	0.03%	0	13F-HR Timeline
Main Street Group, LTD	361	$49K	0.02%	-253	13F-HR Timeline
City State Bank	358	$48.6K	0.02%	0	13F-HR Timeline
Smartleaf Asset Management LLC	357	$48.3K	<0.01%	0	13F-HR Timeline
Morling Financial Advisors, LLC	353	$47.9K	0.02%	0	13F-HR Timeline
Kilter Group LLC	350	$47.5K	0.02%	new	13F-HR Timeline
Bare Financial Services, Inc	342	$46.4K	0.02%	0	13F-HR Timeline
Briaud Financial Planning Inc	332	$45K	0.02%	0	13F-HR Timeline
Crews Bank & Trust	327	$44.4K	0.01%	0	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	326	$44.2K	0.01%	0	13F-HR Timeline
TUCKER ASSET MANAGEMENT LLC	325	$44.1K	0.01%	-50	13F-HR Timeline
Rice Partnership, LLC	324	$44K	0.01%	-100	13F-HR Timeline
TOTAL INVESTMENT MANAGEMENT INC	320	$43.4K	0.01%	new	13F-HR Timeline
Parkside Financial Bank & Trust	314	$42.7K	<0.01%	0	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
WFA Asset Management Corp	321	$40.9K	0.02%	+2	13F-HR Timeline
Private Wealth Asset Management, LLC	296	$40.2K	0.01%	+274	13F-HR Timeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP	296	$40.2K	0.02%		13F-HR Timeline
West Financial Advisors, LLC	294	$39.9K	0.01%	0	13F-HR Timeline
Sterling Capital Management LLC	287	$39K	<0.01%	0	13F-HR/A Timeline
Rosenberg Matthew Hamilton	278	$37.7K	0.01%	0	13F-HR Timeline
ORG Partners LLC	270	$37.3K	0.01%	0	13F-HR Timeline
Strategic Investment Solutions, Inc. /IL	265	$36K	0.01%	+1	13F-HR Timeline
Founders Capital Management	260	$35.3K	0.02%	-100	13F-HR Timeline
Clark Wealth Partners	252	$34.2K	0.02%	+2	13F-HR Timeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…	250	$33.9K	<0.01%	-1,345	13F-HR Timeline Group
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …	250	$33.9K	<0.01%	0	13F-HR Timeline Group
Hemington Wealth Management	249	$33K	<0.01%	0	13F-HR Timeline
Avion Wealth	248	$33K	0.01%	+47	13F-HR/A Timeline
Riggs Asset Managment Co. Inc.	243	$33K	0.01%	0	13F-HR Timeline
Friedenthal Financial	240	$32.6K	0.02%	-23	13F-HR Timeline
Brooklyn Investment Group	230	$31.2K	<0.01%	new	13F-HR/A Timeline
Perkins Coie Trust Co	225	$30.5K	0.01%	0	13F-HR Timeline
Frazier Financial Advisors, LLC	217	$29.4K	0.02%	-6	13F-HR Timeline
GABLES CAPITAL MANAGEMENT INC.	215	$29.2K	0.01%	0	13F-HR Timeline
Tower View Wealth Management LLC	212	$28.8K	0.01%	-65	13F-HR Timeline
Insight Inv LLC	201	$27.3K	0.02%	new	13F-HR Timeline
ATWOOD & PALMER INC	200	$27.1K	<0.01%	-550	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
American Capital Advisory, LLC	180	$24.5K	0.01%	-7	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	$23.8K	0.01%	0	13F-HR Timeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…	174	$23.6K	<0.01%	0	13F-HR Timeline
Perritt Capital Management Inc	173	$23.6K	0.01%	+1	13F-HR/A Timeline
BROWN, LISLE/CUMMINGS, INC.	171	$23.2K	0.01%	0	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
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC	149	$20.2K	<0.01%	+96	13F-HR Timeline Group
First Pacific Financial	141	$19.1K	<0.01%	0	13F-HR Timeline
DecisionPoint Financial, LLC	138	$19.1K	<0.01%	new	13F-HR Timeline
Woodside Wealth Management LLC	140	$19K	0.02%	0	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	$17.2K	<0.01%	0	13F-HR Timeline
CVA Family Office, LLC	125	$17K	<0.01%	0	13F-HR Timeline
TOTH FINANCIAL ADVISORY CORP	119	$16.2K	<0.01%	0	13F-HR Timeline
Cornerstone Planning Group LLC	108	$14.9K	<0.01%	0	13F-HR Timeline
Register Financial Advisors LLC	109	$14.8K	0.01%	0	13F-HR Timeline
MPWM ADVISORY SOLUTIONS, LLC	106	$14.3K	0.01%	new	13F-HR Timeline
Compagnie Lombard Odier SCmA	105	$14.3K	<0.01%	0	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	105	$14.3K	0.01%	-11	13F-HR Timeline
Bear Mountain Capital, Inc.	101	$14K	0.01%	0	13F-HR Timeline
CHILTON CAPITAL MANAGEMENT LLC	103	$14K	<0.01%	+79	13F-HR Timeline
RMG Wealth Management LLC	100	$13.9K	<0.01%		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%	0	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	0.02%	0	13F-HR Timeline
Binnacle Investments Inc	100	$13.6K	0.01%	0	13F-HR Timeline
High Note Wealth, LLC	94	$12.7K	<0.01%	+1	13F-HR Timeline
Strategic Wealth Partners, Ltd.	90	$12.2K	<0.01%		13F-HR Timeline
PrairieView Partners, LLC	95	$12K	<0.01%	0	13F-HR Timeline
FIDUCIARY ADVISORS, INC.	86	$11.7K	0.01%	-16	13F-HR Timeline
Dunhill Financial, LLC	85	$11.6K	<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	$9.05K	0.01%	0	13F-HR Timeline
Rise Advisors, LLC	65	$8.88K	<0.01%	new	13F-HR Timeline
Strengthening Families & Communities, L…	64	$8.73K	<0.01%	0	13F-HR Timeline
Copia Wealth Management	64	$8.69K	0.01%	0	13F-HR Timeline
Sarver Vrooman Wealth Advisors	63	$8.62K	0.01%	0	13F-HR Timeline
Family Legacy Financial Solutions, LLC	62	$8.41K	0.01%		13F-HR Timeline
Prudent Man Investment Management, Inc.	63	$8.32K	<0.01%	0	13F-HR Timeline
PIN OAK INVESTMENT ADVISORS INC	60	$8K	0.01%	-10	13F-HR Timeline
Scarborough Advisors, LLC	58	$7.91K	<0.01%	new	13F-HR Timeline
Integrity Financial Corp /WA	57	$7.74K	<0.01%	new	13F-HR Timeline
SSA SWISS ADVISORS AG	50	$7K	<0.01%	-260	13F-HR Timeline
Bank & Trust Co	50	$6.79K	0.01%	0	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
Fourth Dimension Wealth, LLC	36	$4.89K	<0.01%	new	13F-HR Timeline
Richardson Capital Management LLC	34	$4.62K	<0.01%	0	13F-HR Timeline
Compass Planning Associates Inc	31	$4.23K	<0.01%	0	13F-HR Timeline
BROADWATER CAPITAL MANAGEMENT LLC	3,800	$3.8K	0.01%	+3,772	13F-HR/A Timeline
FLAGSHIP WEALTH ADVISORS, LLC	28	$3.8K	<0.01%	-87	13F-HR Timeline
Keystone Global Partners, LLC	23	$3.12K	<0.01%	0	13F-HR Timeline
MARYLAND CAPITAL ADVISORS INC.	22	$2.99K	<0.01%	0	13F-HR Timeline
1620 INVESTMENT ADVISORS, INC.	22	$2.99K	<0.01%	0	13F-HR Timeline
Global Wealth Strategies & Associates	20	$2.71K	<0.01%	0	13F-HR Timeline
HIGHLINE WEALTH PARTNERS LLC	20	$2.71K	<0.01%	new	13F-HR Timeline
Central Pacific Bank - Trust Division	18	$2.44K	<0.01%	0	13F-HR Timeline
Robinswood Financial LLC	10	$1.37K	<0.01%	0	13F-HR Timeline
TWIN PEAKS WEALTH ADVISORS, LLC	9	$1.26K	<0.01%	new	13F-HR Timeline
West Oak Capital, LLC	425	$577	0.02%	0	13F-HR Timeline
Transce3nd, LLC	4	$543	<0.01%	+3	13F-HR Timeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …	2	$271	<0.01%		13F-HR Timeline Group
NewSquare Capital LLC	1	$95	<0.01%	new	13F-HR Timeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…	0	$0		0	13F-HR TimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.