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SDY SPDR SERIES TRUST

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SHS (fund)

1,231 managers (1,250 13F filers) reported a position in SDY shares at 2026-06-30, 63,748,815 shares in all. 58 filers opened a position and 52 filers sold out during the quarter.

Managers
1,231
13F filers
1,250
New
58
Added
374
Reduced
438
Sold out
52
Shares held by filers
63,748,815

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
THURSTON, SPRINGER, MILLER, HERD & TITA…86$13.2K<0.01%new13F-HRTimeline
Spectrum Wealth Advisory Group, LLC81$12.3K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC72$11K<0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.72$11K0.01%-1013F-HRTimeline
Addison Advisors LLC70$10.7K0.01%-18013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC69$10.5K<0.01%013F-HRTimeline
Sarver Vrooman Wealth Advisors64$9.87K0.01%013F-HRTimeline
Triumph Capital Management64$9.74K<0.01%013F-HRTimeline
Quintet Private Bank (Europe) S.A.63$9.59K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC62$9.44K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.63$8.77K<0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.50$7.65K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP50$7.61K<0.01%013F-HRTimeline
Bank & Trust Co50$7.61K<0.01%013F-HRTimeline
Planning Strategies Inc.48$7.3K<0.01%13F-HRTimeline
West Branch Capital LLC40$6.09K<0.01%013F-HRTimeline
Richardson Capital Management LLC34$5.17K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC35$5K<0.01%013F-HR/ATimeline
Silver Grove Financial Group, Inc.31$4.72K<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC30$4.59K<0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC28$4.26K<0.01%013F-HRTimeline
TFC Financial Management, Inc.26$3.96K<0.01%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.22$3.35K<0.01%13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.22$3.35K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division18$2.74K<0.01%013F-HRTimeline
Atomic Invest LLC18$2.7K<0.01%-113F-HRTimeline
High Note Wealth, LLC17$2.58K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC12$1.83K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.4$1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PlanVest Financial, Inc4$641<0.01%013F-HRTimeline
Caitlin John, LLC1$156<0.01%013F-HRTimeline