SDY SPDR SERIES TRUST

SHS (fund)

1,223 managers (1,243 13F filers) reported a position in SDY shares at 2026-03-31, 63,461,045 shares in all. 70 filers opened a position and 52 filers sold out during the quarter.

Managers: 1,223
13F filers: 1,243
New: 70
Added: 358
Reduced: 446
Sold out: 52
Shares held by filers: 63,461,045

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Global Wealth Management, LLC	1,470	$214K	0.12%	+8	13F-HR Timeline
Oxler Private Wealth LLC	1,460	$213K	0.07%	-12	13F-HR Timeline
Rehmann Capital Advisory Group	1,457	$213K	0.01%	+8	13F-HR Timeline
MARCO INVESTMENT MANAGEMENT LLC	1,448	$211K	0.02%	0	13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	1,437	$210K	0.02%	-268	13F-HR Timeline Group
Warwick Investment Management, Inc.	1,435	$209K	0.03%	-148	13F-HR Timeline
TCI Wealth Advisors, Inc.	1,434	$209K	0.01%	new	13F-HR Timeline
Transcendent Capital Group LLC	1,430	$209K	0.1%	new	13F-HR Timeline
Capasso Planning Partners LLC	1,424	$208K	0.11%	new	13F-HR Timeline
Split Rock Private Trading & Wealth Man…	1,418	$207K	0.16%	new	13F-HR Timeline
Financial Concepts Unlimited, Inc.	1,415	$207K	0.19%		13F-HR Timeline
MTM Investment Management, LLC	1,415	$207K	0.07%	0	13F-HR Timeline
Beverly Hills Private Wealth, LLC	1,409	$206K	0.03%	-180	13F-HR Timeline
Millennium Capital Advisors, LLC	1,408	$205K	0.13%	new	13F-HR Timeline
Stanich Group LLC	1,407	$205K	0.16%	new	13F-HR Timeline
Campbell Deegan Wealth Management, LLC	1,406	$205K	0.16%	new	13F-HR Timeline
Bangor Savings Bank	1,402	$205K	0.02%	-21	13F-HR Timeline
Beacon Financial Advisory LLC	1,400	$204K	0.05%	new	13F-HR Timeline
Pinnacle Bancorp, Inc.	1,400	$204K	0.06%	0	13F-HR Timeline
Hopwood Financial Services, Inc.	1,400	$204K	0.14%	new	13F-HR Timeline
Accretive Wealth Partners, LLC	1,399	$204K	0.06%	new	13F-HR Timeline
Bridgewater Advisors Inc.	1,386	$204K	0.01%	0	13F-HR Timeline
Fermata Advisors, LLC	1,393	$203K	0.05%	new	13F-HR Timeline
Nilsine Partners, LLC	1,371	$203K	0.02%	new	13F-HR Timeline
Ranch Capital Advisors Inc.	1,385	$202K	0.07%	new	13F-HR Timeline
Blue Chip Partners, LLC	1,381	$202K	0.01%	new	13F-HR Timeline
ADIRONDACK TRUST CO	1,342	$196K	0.07%	-13	13F-HR Timeline
Hanson & Doremus Investment Management	1,337	$195K	0.02%	+7	13F-HR Timeline
WealthShield Partners, LLC	1,335	$195K	0.02%	-49	13F-HR Timeline
OXFORD FINANCIAL GROUP, LTD. LLC	1,300	$190K	0.01%	0	13F-HR Timeline
HORIZON BANCORP INC /IN/	1,286	$188K	0.09%	0	13F-HR Timeline
Luken Investment Analytics, LLC	1,287	$188K	0.07%	0	13F-HR Timeline
BALLAST ADVISORS LLC	1,271	$185K	0.05%	0	13F-HR/A Timeline
United Community Bankin group United Community Bank	1,250	$182K	0.06%	-143	13F-HR Timeline Group
John A. Wolfe & Associates, Inc.	1,240	$181K	0.28%	new	13F-HR Timeline
Hurley Capital, LLC	1,233	$180K	0.1%	+5	13F-HR Timeline
Cordgrass Capital Advisors, LLC	1,214	$177K	0.04%	0	13F-HR Timeline
Napier Financial, LLC	1,187	$173K	0.04%	new	13F-HR Timeline
CoreCap Advisors, LLC	1,180	$172K	0.01%	-12	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	1,139	$166K	0.01%	new	13F-HR Timeline
Root Financial Partners, LLC	1,137	$166K	0.01%	+14	13F-HR Timeline
Medallion Wealth Advisors, LLC	1,091	$159K	0.05%	0	13F-HR Timeline
Founders Financial Alliance, LLC	1,085	$158K	0.03%	+328	13F-HR Timeline
CONSULTIVA WEALTH MANAGEMENT, CORP.	1,078	$157K	0.46%	0	13F-HR Timeline
SILVER OAK SECURITIES, INCORPORATED	1,047	$153K	0.01%	+6	13F-HR Timeline
Costello Asset Management, INC	1,037	$151K	0.05%	new	13F-HR Timeline
Seneschal Advisors, LLC	1,001	$146K	0.11%	0	13F-HR Timeline
Osbon Capital Management LLC	1,000	$146K	0.12%	new	13F-HR Timeline
Mechanics Financial Corp	1,000	$146K	0.06%	0	13F-HR Timeline
Topsail Wealth Management, LLC	1,000	$146K	0.02%	0	13F-HR Timeline
Operose Advisors LLC	994	$145K	0.03%	-81	13F-HR Timeline
Aventura Private Wealth, LLC	990	$144K	0.05%	-198	13F-HR Timeline
Investment Research & Advisory Group, I…	982	$143K	0.05%	-25	13F-HR Timeline
Godfrey Financial Associates, Inc.	970	$142K	0.12%	+1	13F-HR Timeline
NVWM, LLC	969	$141K	0.03%	0	13F-HR Timeline
Anchor Investment Management, LLC	956	$140K	0.01%	+250	13F-HR Timeline
Wealth Enhancement Trust Services, Inc.	929	$136K	0.02%	0	13F-HR Timeline
RESOURCES MANAGEMENT CORP /CT/ /ADV	900	$131K	0.02%	0	13F-HR Timeline
Rice Partnership, LLC	894	$130K	0.02%	-310	13F-HR Timeline
MANNING & NAPIER ADVISORS LLC	890	$130K	<0.01%	0	13F-HR Timeline
TD Capital Management LLC	869	$127K	0.01%	+5	13F-HR Timeline
Horizons Wealth Management	850	$124K	0.08%	0	13F-HR Timeline
IAG Wealth Partners, LLC	815	$119K	0.01%	0	13F-HR Timeline
Quent Capital, LLC	812	$119K	0.01%	0	13F-HR Timeline
Dynamic Wealth Strategies, LLC	807	$118K	0.07%	+707	13F-HR Timeline
OAKWORTH CAPITAL, INC.	776	$113K	0.01%	+470	13F-HR Timeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp	770	$112K	<0.01%	0	13F-HR Timeline Group
Citizens National Bank Trust Department	768	$112K	0.02%	0	13F-HR Timeline
HARBOR INVESTMENT ADVISORY, LLC	765	$112K	0.01%	+115	13F-HR Timeline
BankPlus Trust Departmentin group BankPlus Trust Department	765	$112K	0.03%	0	13F-HR Timeline Group
HALBERT HARGROVE GLOBAL ADVISORS, LLC	749	$109K	0.01%	0	13F-HR Timeline
Hughes Financial Services, LLC	745	$109K	0.02%	0	13F-HR Timeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…	743	$108K	<0.01%	0	13F-HR Timeline Group
Tanglewood Legacy Advisors, LLC	741	$108K	0.04%	-1,200	13F-HR Timeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…	732	$107K	0.01%	0	13F-HR Timeline
Activest Wealth Management	728	$106K	0.02%	0	13F-HR Timeline
Wagner Wealth Management, LLC	716	$104K	0.02%	0	13F-HR Timeline
Strategic Wealth Advisors LLC	712	$103K	0.08%	0	13F-HR Timeline
Biltmore Family Office, LLC	690	$101K	0.01%	-400	13F-HR Timeline
GoalVest Advisory LLC	685	$100K	0.02%	0	13F-HR Timeline
CALDWELL SUTTER CAPITAL, INC.	680	$99.2K	0.04%	+30	13F-HR Timeline
Hilltop National Bank	677	$98.8K	0.02%	-165	13F-HR Timeline
DELTA ASSET MANAGEMENT LLC/TN	653	$95.3K	0.01%	0	13F-HR Timeline
BLUELINE ADVISORS LLC	648	$94.6K	0.07%	-15	13F-HR Timeline
Main Street Group, LTD	632	$92.2K	0.03%	new	13F-HR Timeline
Providence Capital Advisors, LLC	628	$91.7K	0.01%	-814	13F-HR Timeline
Farmers & Merchants Trust Co of Chamber…	622	$91K	0.02%	-215	13F-HR/A Timeline
PETERSON WEALTH MANAGEMENT	621	$90.6K	0.05%	new	13F-HR Timeline
Ares Financial Consulting, LLC	616	$89.9K	0.07%	+4	13F-HR Timeline
Peck Wealth Management, LLC	600	$87.6K	0.09%	0	13F-HR Timeline
NFSG Corp	598	$87.3K	0.01%	0	13F-HR Timeline
FWL INVESTMENT MANAGEMENT, LLC	593	$86.5K	0.02%	0	13F-HR Timeline
Burk Holdings LLC	586	$85.5K	0.04%	new	13F-HR Timeline
Glass Jacobson Investment Advisors llc	586	$85.5K	0.03%	0	13F-HR Timeline
Grove Bank & Trust	582	$84.9K	0.01%	0	13F-HR Timeline
SYM FINANCIAL Corp	553	$80.7K	0.01%	new	13F-HR Timeline
Portfolio Resources Advisor Group, Inc.	545	$79.5K	0.08%	0	13F-HR Timeline
SIMA Wealth Partners, LLC	537	$78.4K	0.06%	0	13F-HR Timeline
VALLEY NATIONAL ADVISERS INC	529	$77K	0.01%	0	13F-HR Timeline
Piscataqua Savings Bank	515	$75.2K	0.05%	0	13F-HR Timeline
Steigerwald, Gordon & Koch Inc.	507	$74K	0.01%	0	13F-HR Timeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI	506	$73.8K	0.01%	0	13F-HR Timeline
Hilton Head Capital Partners, LLC	505	$73.7K	0.04%	0	13F-HR Timeline
LOUISBOURG INVESTMENTS INC.	500	$73K	0.01%	-135	13F-HR Timeline
VSM Wealth Advisory, LLC	495	$72.2K	0.02%	0	13F-HR Timeline
Synergy Investment Management, LLC	488	$71.3K	0.02%	new	13F-HR Timeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC	475	$70.5K	0.04%	0	13F-HR Timeline
Clearstead Trust, LLC	475	$69.3K	0.01%	0	13F-HR Timeline
Cetera Trust Company, N.A	414	$60.4K	0.03%	0	13F-HR Timeline
Key Capital Management, INC	411	$60K	0.04%	new	13F-HR Timeline
Financial Perspectives, Inc	406	$59.2K	0.02%	+3	13F-HR Timeline
EVOLUTION WEALTH MANAGEMENT INC.	404	$59K	0.04%	0	13F-HR Timeline
Financial Life Planners	403	$58.8K	0.05%	new	13F-HR Timeline
DAGCO, INC.	400	$58.4K	0.01%	0	13F-HR Timeline
EASTERN BANK	382	$55.7K	<0.01%	0	13F-HR Timeline
JDM Financial Group LLC	372	$54.2K	0.02%	0	13F-HR Timeline
WHI TRUST Co LLC	371	$54.1K	0.04%	0	13F-HR Timeline
Bogart Wealth, LLC	370	$54K	<0.01%	new	13F-HR Timeline
Capital Investment Counsel, Inc	370	$54K	0.01%	0	13F-HR Timeline
Evergreen Advisors, LLC	366	$53.4K	0.01%	new	13F-HR Timeline
City State Bank	358	$52.2K	0.01%	0	13F-HR Timeline
United Financial Planning Group LLC	355	$51.8K	0.03%	+255	13F-HR Timeline
Morling Financial Advisors, LLC	353	$51.5K	0.02%	0	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	352	$51.4K	0.01%	0	13F-HR Timeline
Kilter Group LLC	350	$51.1K	0.02%	0	13F-HR Timeline
Bare Financial Services, Inc	342	$49.9K	0.01%	0	13F-HR Timeline
Nemes Rush Group LLC	337	$49.2K	<0.01%	0	13F-HR Timeline
Crews Bank & Trust	327	$47.7K	0.01%	0	13F-HR Timeline
TUCKER ASSET MANAGEMENT LLC	325	$47.4K	0.01%	0	13F-HR Timeline
Parkside Financial Bank & Trust	315	$45.9K	<0.01%	0	13F-HR Timeline
West Financial Advisors, LLC	294	$42.9K	0.01%	0	13F-HR Timeline
Bernard Wealth Management Corp.	294	$42.9K	0.02%	-400	13F-HR Timeline
Sterling Capital Management LLC	287	$41.9K	<0.01%	0	13F-HR Timeline
CARDIFF PARK ADVISORS, LLC	283	$41.3K	<0.01%	-100	13F-HR Timeline
Rosenberg Matthew Hamilton	278	$40.6K	0.01%	0	13F-HR Timeline
AMERIFLEX GROUP, INC.	275	$40.1K	0.02%	0	13F-HR Timeline
Strategic Investment Solutions, Inc. /IL	268	$39.1K	0.01%	+1	13F-HR Timeline
Vision Retirement, LLC	266	$38.9K	0.01%	0	13F-HR Timeline
Founders Capital Management	260	$37.9K	0.02%	0	13F-HR Timeline
Palouse Capital Management, Inc.	257	$37.5K	0.02%	-177	13F-HR Timeline
Clark Wealth Partners	257	$37.5K	0.03%	+2	13F-HR Timeline
Wall Street Financial Group, Inc.	255	$37.2K	0.02%	new	13F-HR Timeline
Addison Advisors LLC	250	$36.5K	0.01%	0	13F-HR Timeline
SYNTAX RESEARCH, INC.	250	$36.5K	0.02%	0	13F-HR Timeline
Avion Wealth	248	$36K	0.01%	0	13F-HR Timeline
Noble Wealth Management PBC	241	$35.2K	0.02%	0	13F-HR Timeline
Friedenthal Financial	240	$35K	0.02%	0	13F-HR Timeline
SouthState Bank Corpin group SouthState Bank Corp	239	$34.9K	<0.01%	-301	13F-HR Timeline Group
Ankerstar Wealth, LLC	237	$34.6K	0.04%	0	13F-HR Timeline
MBM WEALTH CONSULTANTS, LLC	235	$34.3K	0.01%	new	13F-HR Timeline
Silicon Valley Capital Partners	234	$34.2K	<0.01%	+1	13F-HR Timeline
Perkins Coie Trust Co	225	$32.8K	0.01%	0	13F-HR Timeline
Frazier Financial Advisors, LLC	217	$31.6K	0.02%	0	13F-HR Timeline
Tower View Wealth Management LLC	216	$31.6K	0.02%	+1	13F-HR Timeline
GABLES CAPITAL MANAGEMENT INC.	215	$31.4K	0.01%	0	13F-HR Timeline
ATWOOD & PALMER INC	200	$29.2K	<0.01%	0	13F-HR Timeline
Strategic Wealth Partners, Ltd.	200	$29.2K	<0.01%	new	13F-HR Timeline
Global Wealth Strategies & Associates	194	$28.3K	0.01%	-23	13F-HR Timeline
PARK NATIONAL CORP /OH/	193	$28.2K	<0.01%	new	13F-HR Timeline
Pflug Koory, LLC	185	$27K	0.01%	0	13F-HR Timeline
COUNTRY TRUST BANK	184	$26.9K	<0.01%	new	13F-HR Timeline
Longview Financial Advisors LLC	182	$26.6K	0.01%	0	13F-HR Timeline
McIlrath & Eck, LLC	181	$26.4K	<0.01%	0	13F-HR Timeline
Private Wealth Asset Management, LLC	181	$26.4K	<0.01%	0	13F-HR Timeline
American Capital Advisory, LLC	180	$26.3K	0.01%	0	13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	178	$26K	<0.01%	0	13F-HR Timeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…	174	$25.4K	<0.01%	0	13F-HR Timeline
BROWN, LISLE/CUMMINGS, INC.	171	$25K	0.01%	0	13F-HR Timeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …	170	$24.8K	<0.01%	-80	13F-HR Timeline Group
Delos Wealth Advisors, LLC	170	$24.8K	0.01%	0	13F-HR Timeline
MV CAPITAL MANAGEMENT, INC.	158	$23.1K	<0.01%	0	13F-HR Timeline
BAYBAN	158	$23.1K	0.02%	0	13F-HR Timeline
Abound Wealth Management	151	$22K	0.01%	0	13F-HR Timeline
FIRST UNITED BANK & TRUST	150	$21.9K	0.01%	0	13F-HR Timeline
High Point Wealth Management, LLC	150	$21.9K	0.02%	new	13F-HR Timeline
Signature Equity Partners, LLC	150	$21.9K	0.01%	0	13F-HR Timeline
PINNEY & SCOFIELD, INC.	135	$19.7K	0.01%	0	13F-HR Timeline
NorthAvenue LLC	134	$19.6K	0.02%	0	13F-HR Timeline
CVA Family Office, LLC	125	$18.2K	<0.01%	0	13F-HR Timeline
FOSTER DYKEMA CABOT & PARTNERS, LLC	114	$16.6K	<0.01%	+1	13F-HR Timeline
Register Financial Advisors LLC	110	$16K	0.01%	0	13F-HR Timeline
MPWM ADVISORY SOLUTIONS, LLC	108	$15.7K	0.01%	+1	13F-HR Timeline
Pinnacle Wealth Planning Services, Inc.	106	$15.5K	<0.01%	0	13F-HR Timeline
Bear Mountain Capital, Inc.	103	$15.4K	<0.01%	0	13F-HR Timeline
KELLEHER FINANCIAL ADVISORS	105	$15.3K	<0.01%	0	13F-HR Timeline
10Elms LLP	105	$15.3K	0.01%	new	13F-HR Timeline
Millstone Evans Group, LLC	102	$14.9K	0.01%	0	13F-HR Timeline
RMG Wealth Management LLC	100	$14.8K	<0.01%	new	13F-HR Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC	101	$14.7K	<0.01%	0	13F-HR Timeline Group
Mowery & Schoenfeld Wealth Management, …	100	$14.6K	0.02%	0	13F-HR Timeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.	100	$14.6K	<0.01%	0	13F-HR Timeline Group
Cornerstone Planning Group LLC	96	$14.3K	<0.01%	-12	13F-HR Timeline
Dunhill Financial, LLC	86	$12.7K	<0.01%	0	13F-HR Timeline
FIDUCIARY ADVISORS, INC.	82	$12K	0.01%	0	13F-HR Timeline
Mascoma Wealth Management LLC	72	$10.5K	<0.01%	0	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	69	$10.1K	<0.01%	0	13F-HR Timeline
Triumph Capital Management	64	$9.34K	<0.01%	+50	13F-HR Timeline
Sarver Vrooman Wealth Advisors	64	$9.32K	0.01%	0	13F-HR Timeline
Quintet Private Bank (Europe) S.A.	63	$9.19K	<0.01%	0	13F-HR Timeline
FINANCIAL CONSULATE, INC	62	$9.05K	<0.01%	0	13F-HR Timeline