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Disclosery

SDY SPDR SERIES TRUST

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SHS (fund)

1,157 managers (1,173 13F filers) reported a position in SDY shares at 2025-09-30, 63,661,746 shares in all. 66 filers opened a position and 64 filers sold out during the quarter.

Managers
1,157
13F filers
1,173
New
66
Added
340
Reduced
435
Sold out
64
Shares held by filers
63,661,746

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
MANNING & NAPIER ADVISORS LLC890$125K<0.01%new13F-HRTimeline
North Capital, Inc.867$121K0.09%+113F-HRTimeline
TD Capital Management LLC858$120K0.01%+613F-HRTimeline
Horizons Wealth Management850$119K0.08%013F-HRTimeline
Hilltop National Bank842$118K0.03%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…837$117K0.03%013F-HRTimeline
Tortoise Investment Management, LLC818$115K0.01%013F-HRTimeline
IAG Wealth Partners, LLC815$114K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp770$108K<0.01%-20013F-HRTimelineGroup
Citizens National Bank Trust Department768$108K0.02%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department765$107K0.03%013F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC749$105K0.01%-27713F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…732$103K0.01%013F-HRTimeline
Activest Wealth Management728$102K0.02%-9513F-HRTimeline
Wagner Wealth Management, LLC716$100K0.02%new13F-HRTimeline
Anchor Investment Management, LLC706$98.9K0.01%013F-HRTimeline
Bernard Wealth Management Corp.694$97.2K0.04%013F-HRTimeline
MGB Wealth Management, LLC693$96.9K0.03%013F-HRTimeline
GoalVest Advisory LLC685$95.9K0.02%013F-HRTimeline
LOUISBOURG INVESTMENTS INC.685$95.9K0.02%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN653$91.5K0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC616$86.3K0.02%013F-HRTimeline
Peck Wealth Management, LLC600$84K0.08%13F-HRTimeline
Vermillion & White Wealth Management Gr…587$82.2K0.05%013F-HRTimeline
Grove Bank & Trust582$81.5K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc574$80.4K0.03%-113F-HRTimeline
Inlight Wealth Management, LLC559$78.3K0.04%013F-HRTimeline
SYM FINANCIAL Corp553$77.4K0.01%new13F-HRTimeline
NFSG Corp542$75.9K0.01%+5013F-HRTimeline
SIMA Wealth Partners, LLC537$75.2K0.06%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.520$72.8K0.03%013F-HRTimeline
Piscataqua Savings Bank515$72.1K0.06%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.507$71K0.01%new13F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI506$70.9K0.01%013F-HRTimeline
Grey Fox Wealth Advisors, LLC503$70.4K0.01%new13F-HRTimeline
Biltmore Family Office, LLC500$70K0.01%-5013F-HRTimeline
JPL Wealth Management, LLC500$70K0.02%new13F-HRTimeline
VSM Wealth Advisory, LLC495$69.3K0.02%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC481$67.4K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC475$66.5K0.03%013F-HRTimeline
Clearstead Trust, LLC475$66.5K0.01%013F-HRTimeline
Palouse Capital Management, Inc.450$63K0.04%+113F-HRTimeline
Tradewinds Capital Management, LLC441$61.8K0.01%013F-HRTimeline
Financial Life Planners420$58.9K0.04%new13F-HRTimeline
Cetera Trust Company, N.A414$58K0.03%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.404$56.6K0.06%013F-HR/ATimeline
SouthState Bank Corpin group SouthState Bank Corp401$56.1K<0.01%-5,25313F-HRTimelineGroup
Financial Perspectives, Inc400$56K0.02%+213F-HRTimeline
DAGCO, INC.400$56K0.01%013F-HRTimeline
Smartleaf Asset Management LLC402$56K<0.01%+4513F-HRTimeline
CARDIFF PARK ADVISORS, LLC383$53.6K<0.01%013F-HRTimeline
EASTERN BANK382$53.5K<0.01%013F-HRTimeline
TFC Financial Management, Inc.373$52.2K0.01%-77513F-HRTimeline
JDM Financial Group LLC372$52K0.02%new13F-HRTimeline
Main Street Group, LTD361$50.6K0.01%013F-HRTimeline
City State Bank358$50.1K0.01%013F-HRTimeline
Morling Financial Advisors, LLC353$49.4K0.02%013F-HRTimeline
Kilter Group LLC350$49K0.02%013F-HRTimeline
Bare Financial Services, Inc342$47.9K0.01%013F-HRTimeline
WFA Asset Management Corp323$45.9K0.02%+213F-HRTimeline
Crews Bank & Trust327$45.8K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC326$45.7K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC325$45.5K0.01%013F-HRTimeline
Parkside Financial Bank & Trust315$44.1K<0.01%+113F-HRTimeline
OAKWORTH CAPITAL, INC.306$42.9K<0.01%013F-HRTimeline
Pineridge Advisors LLC306$42.9K0.01%013F-HRTimeline
West Financial Advisors, LLC294$41.2K0.01%013F-HRTimeline
Sterling Capital Management LLC287$40.2K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC285$39.9K0.02%-28713F-HRTimeline
Rosenberg Matthew Hamilton278$38.9K0.01%013F-HRTimeline
ORG Partners LLC270$37.8K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL266$37.3K0.01%+113F-HRTimeline
Founders Capital Management260$36.4K0.02%013F-HRTimeline
Clark Wealth Partners255$35.5K0.02%+313F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …250$35K<0.01%013F-HRTimelineGroup
Addison Advisors LLC250$35K0.01%-16513F-HRTimeline
Hemington Wealth Management249$34K<0.01%013F-HRTimeline
Avion Wealth248$34K0.01%013F-HRTimeline
Noble Wealth Management PBC241$33.8K0.02%13F-HRTimeline
Friedenthal Financial240$33.6K0.02%013F-HRTimeline
Silicon Valley Capital Partners231$32.4K<0.01%-21913F-HRTimeline
Perkins Coie Trust Co225$31.5K0.01%013F-HRTimeline
Global Wealth Strategies & Associates217$30.4K0.01%+19713F-HRTimeline
Frazier Financial Advisors, LLC217$30.4K0.02%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.215$30.1K0.01%013F-HRTimeline
Tower View Wealth Management LLC214$29.9K0.02%+213F-HRTimeline
Delos Wealth Advisors, LLC210$29.4K0.02%new13F-HRTimeline
Compass Financial Services Inc208$29.1K0.01%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC203$28.4K0.01%+17513F-HRTimeline
Insight Inv LLC201$28.1K0.02%013F-HRTimeline
ATWOOD & PALMER INC200$28K<0.01%013F-HRTimeline
CVA Family Office, LLC200$28K<0.01%+7513F-HRTimeline
Pflug Koory, LLC185$25.9K0.01%013F-HRTimeline
Longview Financial Advisors LLC182$25.5K0.01%013F-HRTimeline
McIlrath & Eck, LLC181$25.3K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC181$25.3K<0.01%-11513F-HRTimeline
American Capital Advisory, LLC180$25.2K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV178$24.9K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC175$24.5K0.01%013F-HRTimeline
Perritt Capital Management Inc175$24.5K0.01%+213F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…174$24.4K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.171$23.9K0.01%013F-HRTimeline
Texas Capital Bancshares Inc/TX165$23.1K0.01%new13F-HRTimeline
Financial Freedom, LLC164$23K0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.158$22.1K<0.01%013F-HRTimeline
Abound Wealth Management151$21.1K0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST150$21K0.01%-2013F-HRTimeline
Fourth Dimension Wealth, LLC142$19.9K0.01%+10613F-HRTimeline
Woodside Wealth Management LLC140$19.6K0.02%013F-HRTimeline
Lowe Wealth Advisors, LLC136$19K0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.135$18.9K0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC127$17.8K<0.01%+113F-HRTimeline
Abich Financial Wealth Management LLC120$16.8K0.01%13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP119$16.7K<0.01%013F-HRTimeline
Register Financial Advisors LLC109$15.3K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC106$14.9K0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS105$14.7K<0.01%new13F-HRTimeline
Bear Mountain Capital, Inc.102$14.3K<0.01%+113F-HRTimeline
Millstone Evans Group, LLC102$14.3K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC101$14.1K<0.01%-4813F-HRTimelineGroup
RMG Wealth Management LLC100$14K<0.01%013F-HRTimeline
Dynamic Wealth Strategies, LLC100$14K0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …100$14K0.02%013F-HRTimeline
Binnacle Investments Inc100$14K0.01%013F-HRTimeline
High Note Wealth, LLC87$12.1K<0.01%-713F-HRTimeline
Dunhill Financial, LLC86$12K<0.01%+113F-HRTimeline
FIDUCIARY ADVISORS, INC.82$11.5K0.01%-413F-HRTimeline
Stephens Consulting, LLC74$10.4K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC72$10.1K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC69$9.66K<0.01%-3613F-HR/ATimeline
Copia Wealth Management64$8.96K0.01%013F-HRTimeline
Sarver Vrooman Wealth Advisors64$8.91K0.01%+113F-HRTimeline
Quintet Private Bank (Europe) S.A.63$8.82K<0.01%-3713F-HRTimeline
FINANCIAL CONSULATE, INC62$8.68K<0.01%new13F-HRTimeline
Prudent Man Investment Management, Inc.63$8.32K<0.01%013F-HRTimeline
Scarborough Advisors, LLC59$8.21K<0.01%+113F-HRTimeline
Integrity Financial Corp /WA57$7.98K<0.01%013F-HRTimeline
Bank & Trust Co50$7K0.01%013F-HRTimeline
West Branch Capital LLC40$5.6K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…39$5.46K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC37$5.18K<0.01%-35213F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC35$4.9K<0.01%-2513F-HRTimeline
Family Legacy Financial Solutions, LLC35$4.9K<0.01%-2713F-HRTimeline
Richardson Capital Management LLC34$4.76K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC30$4.2K<0.01%-10813F-HRTimeline
VALLEY NATIONAL ADVISERS INC29$4K<0.01%-1,57413F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC28$3.92K<0.01%-3,77213F-HR/ATimeline
MARYLAND CAPITAL ADVISORS INC.22$3.08K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.22$3.08K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division18$2.52K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC30$2.09K<0.01%-7813F-HRTimeline
Robinswood Financial LLC10$1.42K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.5$1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
West Oak Capital, LLC425$5950.02%013F-HRTimeline
Collier Financial3$370<0.01%13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …2$280<0.01%13F-HRTimelineGroup
Caitlin John, LLC1$141<0.01%new13F-HRTimeline