Skip to content
Disclosery

SDY SPDR SERIES TRUST

Follow

SHS (fund)

1,221 managers (1,239 13F filers) reported a position in SDY shares at 2025-12-31, 65,457,651 shares in all. 68 filers opened a position and 46 filers sold out during the quarter.

Managers
1,221
13F filers
1,239
New
68
Added
354
Reduced
420
Sold out
46
Shares held by filers
65,457,651

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
RFG - Bristol Wealth Advisors, LLC1,505$209K0.06%+313F-HRTimeline
Cambridge Financial Group, LLC1,493$209K0.07%new13F-HRTimeline
Busey Bank1,501$209K0.01%013F-HRTimeline
Financial Synergies Wealth Advisors, In…1,500$209K0.02%013F-HRTimeline
True Link Financial Advisors, LLC1,500$209K0.01%013F-HRTimeline
Stokes Family Office, LLC1,490$207K0.02%-7513F-HRTimeline
Bensler, LLC1,488$207K0.02%+913F-HRTimeline
Wrenne Financial Planning LLC1,480$206K0.08%013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.1,475$205K0.04%-33613F-HRTimeline
Summit Asset Management, LLC1,475$205K0.03%013F-HRTimeline
ICW Investment Advisors LLC1,475$205K0.07%+1113F-HRTimeline
Oxler Private Wealth LLC1,472$205K0.06%013F-HRTimeline
BANTAMAC CAPITAL, LLC1,470$205K0.14%013F-HRTimeline
Bridgewater Advisors Inc.1,386$204K0.01%new13F-HRTimeline
Global Wealth Management, LLC1,462$203K0.11%+1013F-HRTimeline
SOL Capital Management CO1,450$202K0.02%013F-HRTimeline
LongView Asset Management LLC1,451$202K0.14%013F-HRTimeline
Rehmann Capital Advisory Group1,449$202K0.01%+1113F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC1,448$202K0.02%013F-HRTimeline
Providence Capital Advisors, LLC1,442$201K0.03%013F-HRTimeline
Bangor Savings Bank1,423$198K0.02%-10813F-HRTimeline
MTM Investment Management, LLC1,415$197K0.06%-80013F-HRTimeline
Pinnacle Bancorp, Inc.1,400$195K0.06%+22013F-HRTimeline
United Community Bankin group United Community Bank1,393$194K0.07%-20513F-HRTimelineGroup
WealthShield Partners, LLC1,384$191K0.02%-413F-HRTimeline
CITY HOLDING CO1,372$191K0.02%-3913F-HRTimeline
ADIRONDACK TRUST CO1,355$189K0.06%013F-HRTimeline
Hanson & Doremus Investment Management1,330$185K0.02%+913F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,300$181K0.01%new13F-HRTimeline
Luken Investment Analytics, LLC1,287$179K0.07%013F-HRTimeline
HORIZON BANCORP INC /IN/1,286$179K0.09%013F-HRTimeline
BALLAST ADVISORS LLC1,271$177K0.05%013F-HRTimeline
Hurley Capital, LLC1,228$171K0.1%+613F-HRTimeline
Cordgrass Capital Advisors, LLC1,214$169K0.04%013F-HRTimeline
Rice Partnership, LLC1,204$168K0.02%+31013F-HRTimeline
CoreCap Advisors, LLC1,192$166K0.01%+4813F-HRTimeline
Aventura Private Wealth, LLC1,188$165K0.06%013F-HRTimeline
Qube Research & Technologies Ltd1,161$162K<0.01%new13F-HRTimeline
Root Financial Partners, LLC1,123$156K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC1,091$152K0.05%013F-HRTimeline
Biltmore Family Office, LLC1,090$152K0.02%+59013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,078$150K0.42%013F-HRTimeline
Operose Advisors LLC1,075$150K0.03%+8113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,041$146K0.01%+713F-HRTimeline
Investment Research & Advisory Group, I…1,007$140K0.05%-16913F-HRTimeline
Seneschal Advisors, LLC1,001$139K0.1%013F-HRTimeline
Mechanics Financial Corp1,000$139K0.05%013F-HRTimeline
Topsail Wealth Management, LLC1,000$139K0.02%013F-HRTimeline
NVWM, LLC969$135K0.03%013F-HRTimeline
Godfrey Financial Associates, Inc.969$135K0.12%13F-HRTimeline
Wealth Enhancement Trust Services, Inc.929$129K0.02%13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV900$125K0.02%new13F-HRTimeline
MANNING & NAPIER ADVISORS LLC890$125K<0.01%013F-HRTimeline
TD Capital Management LLC864$120K0.01%+613F-HRTimeline
Horizons Wealth Management850$118K0.08%013F-HRTimeline
Hilltop National Bank842$117K0.03%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…837$116K0.03%013F-HRTimeline
IAG Wealth Partners, LLC815$113K0.01%013F-HRTimeline
Quent Capital, LLC812$113K0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp770$107K<0.01%013F-HRTimelineGroup
Citizens National Bank Trust Department768$107K0.02%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department765$106K0.03%013F-HRTimelineGroup
Founders Financial Alliance, LLC757$105K0.02%-32813F-HRTimeline
SageView Advisory Group, LLC757$105K<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC749$104K<0.01%013F-HRTimeline
Hughes Financial Services, LLC745$104K0.02%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…743$103K<0.01%-25013F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…732$102K<0.01%013F-HRTimeline
Activest Wealth Management728$101K0.02%013F-HRTimeline
Wagner Wealth Management, LLC716$99.6K0.02%013F-HRTimeline
Strategic Wealth Advisors LLC712$99K0.08%13F-HRTimeline
Anchor Investment Management, LLC706$98.2K0.01%013F-HRTimeline
Bernard Wealth Management Corp.694$96.6K0.04%013F-HRTimeline
IFC & Insurance Marketing, Inc.686$96K0.1%13F-HRTimeline
MGB Wealth Management, LLC688$96K0.03%-513F-HRTimeline
GoalVest Advisory LLC685$95.3K0.02%013F-HRTimeline
BLUELINE ADVISORS LLC663$92.3K0.08%13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN653$90.9K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.650$90.5K0.04%+13013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC650$90.5K0.01%+16913F-HRTimeline
LOUISBOURG INVESTMENTS INC.635$88.4K0.02%-5013F-HRTimeline
Ares Financial Consulting, LLC612$85.2K0.08%13F-HRTimeline
Peck Wealth Management, LLC600$83.5K0.08%013F-HRTimeline
NFSG Corp598$83.2K0.01%+5613F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC593$82.5K0.02%-2313F-HRTimeline
Vermillion & White Wealth Management Gr…587$81.7K0.04%013F-HRTimeline
Glass Jacobson Investment Advisors llc586$81.5K0.03%+1213F-HRTimeline
Grove Bank & Trust582$81K0.01%013F-HRTimeline
Inlight Wealth Management, LLC559$77.8K0.03%013F-HRTimeline
Portfolio Resources Advisor Group, Inc.545$75.8K0.08%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp540$75.1K<0.01%+13913F-HRTimelineGroup
SIMA Wealth Partners, LLC537$74.7K0.06%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC529$73K0.01%+50013F-HRTimeline
Piscataqua Savings Bank515$71.7K0.05%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.507$70.6K0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI506$70.4K0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC505$70.3K0.04%13F-HRTimeline
VSM Wealth Advisory, LLC495$68.9K0.02%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC475$66.1K0.03%013F-HRTimeline
Clearstead Trust, LLC475$66.1K0.01%013F-HRTimeline
Palouse Capital Management, Inc.434$60.4K0.04%-1613F-HRTimeline
Cetera Trust Company, N.A414$57.6K0.03%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.404$56.2K0.05%013F-HRTimeline
Financial Perspectives, Inc403$56.1K0.02%+313F-HRTimeline
DAGCO, INC.400$55.7K0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC383$53.3K<0.01%013F-HRTimeline
EASTERN BANK382$53.2K<0.01%013F-HRTimeline
TFC Financial Management, Inc.373$51.9K0.01%013F-HRTimeline
JDM Financial Group LLC372$51.7K0.02%013F-HRTimeline
WHI TRUST Co LLC371$51.6K0.04%13F-HRTimeline
Capital Investment Counsel, Inc370$51.5K0.01%new13F-HRTimeline
City State Bank358$49.8K0.01%013F-HRTimeline
Morling Financial Advisors, LLC353$49.1K0.02%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC352$49K0.01%+2613F-HRTimeline
Kilter Group LLC350$48.7K0.02%013F-HRTimeline
Bare Financial Services, Inc342$47.6K0.01%013F-HRTimeline
Nemes Rush Group LLC337$46.8K<0.01%-83013F-HRTimeline
Crews Bank & Trust327$45.5K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC325$45.2K0.01%013F-HRTimeline
Parkside Financial Bank & Trust315$43.8K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.306$42.6K<0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC300$41.7K<0.01%new13F-HRTimeline
West Financial Advisors, LLC294$40.9K0.01%013F-HRTimeline
Sterling Capital Management LLC287$39.9K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton278$38.7K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.275$38.3K0.02%new13F-HRTimeline
ORG Partners LLC270$37.6K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL267$37.2K0.01%+113F-HRTimeline
Vision Retirement, LLC266$37K0.01%13F-HRTimeline
Founders Capital Management260$36.2K0.02%013F-HRTimeline
Clark Wealth Partners255$35.5K0.02%013F-HRTimeline
Garton & Associates Financial Advisors …255$35.5K0.02%13F-HRTimeline
Addison Advisors LLC250$34.8K0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …250$34.8K<0.01%013F-HRTimelineGroup
SYNTAX RESEARCH, INC.250$34.8K0.02%new13F-HRTimeline
Avion Wealth248$34K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…242$33.7K0.01%new13F-HRTimeline
Noble Wealth Management PBC241$33.5K0.02%013F-HRTimeline
Friedenthal Financial240$33.4K0.02%013F-HRTimeline
Ankerstar Wealth, LLC237$33K0.03%13F-HRTimeline
Silicon Valley Capital Partners233$32.4K<0.01%+213F-HRTimeline
Ashurst Perkins Coie Trust Co225$31.3K0.01%013F-HRTimeline
Global Wealth Strategies & Associates217$30.2K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC217$30.2K0.02%013F-HRTimeline
Tower View Wealth Management LLC215$29.9K0.01%+113F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.215$29.9K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC203$28.2K0.01%013F-HRTimeline
Insight Inv LLC201$28K0.02%013F-HRTimeline
ATWOOD & PALMER INC200$27.8K<0.01%013F-HRTimeline
Pflug Koory, LLC185$25.7K0.01%013F-HRTimeline
Longview Financial Advisors LLC182$25.3K0.01%013F-HRTimeline
McIlrath & Eck, LLC181$25.2K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC181$25.2K<0.01%013F-HRTimeline
American Capital Advisory, LLC180$25.1K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV178$24.8K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…174$24.2K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.171$23.8K0.01%013F-HRTimeline
Delos Wealth Advisors, LLC170$23.7K0.02%-4013F-HRTimeline
Financial Freedom, LLC165$23K0.01%+113F-HRTimeline
Merited Wealth, LLC162$22.5K0.02%13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.158$22K<0.01%013F-HRTimeline
BAYBAN158$22K0.02%13F-HRTimeline
Abound Wealth Management151$21K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST150$20.9K0.01%013F-HRTimeline
Signature Equity Partners, LLC150$20.9K0.01%13F-HRTimeline
Fourth Dimension Wealth, LLC142$19.8K0.01%013F-HRTimeline
Compass Financial Services Inc141$19.6K0.01%-6713F-HRTimeline
Woodside Wealth Management LLC140$19.5K0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.135$18.8K0.01%013F-HRTimeline
NorthAvenue LLC134$18.6K0.02%13F-HRTimeline
CVA Family Office, LLC125$17.4K<0.01%-7513F-HRTimeline
Cresta Advisors, Ltd.116$16.1K0.01%new13F-HRTimeline
Cornerstone Planning Group LLC108$15.8K<0.01%+7813F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC113$15.7K<0.01%-1413F-HRTimeline
Register Financial Advisors LLC110$15.2K0.01%+113F-HRTimeline
Bear Mountain Capital, Inc.103$15.1K<0.01%+113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC107$14.9K0.01%+113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.106$14.8K<0.01%new13F-HRTimeline
KELLEHER FINANCIAL ADVISORS105$14.6K<0.01%013F-HRTimeline
Millstone Evans Group, LLC102$14.2K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC101$14K<0.01%013F-HRTimelineGroup
Dynamic Wealth Strategies, LLC100$13.9K0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …100$13.9K0.02%013F-HRTimeline
United Financial Planning Group LLC100$13.9K0.01%new13F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.100$13.9K<0.01%13F-HRTimelineGroup
High Note Wealth, LLC87$12.1K<0.01%013F-HRTimeline
Dunhill Financial, LLC86$12K<0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.82$11.4K0.01%013F-HRTimeline
Stephens Consulting, LLC74$10.3K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC72$10K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP69$9.6K<0.01%-5013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC69$9.6K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC69$9.53K0.01%-1,73013F-HRTimeline
Laurel Wealth Advisors LLC67$9.32K<0.01%new13F-HRTimeline
Copia Wealth Management64$8.91K0.01%013F-HRTimeline
Sarver Vrooman Wealth Advisors64$8.87K0.01%013F-HR/ATimeline
Prudent Man Investment Management, Inc.63$8.77K<0.01%013F-HRTimeline
Quintet Private Bank (Europe) S.A.63$8.77K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC62$8.63K<0.01%013F-HRTimeline
Scarborough Advisors, LLC59$8.22K<0.01%013F-HRTimeline