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Disclosery

SDY SPDR SERIES TRUST

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SHS (fund)

1,175 managers (1,193 13F filers) reported a position in SDY shares at 2024-12-31, 67,155,194 shares in all. 64 filers opened a position and 84 filers sold out during the quarter.

Managers
1,175
13F filers
1,193
New
64
Added
349
Reduced
384
Sold out
84
Shares held by filers
67,155,194

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,716,604$1.02B0.09%+24,59613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,787,359$632M0.04%+96,29813F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,010,271$398M0.15%13F-HR/ATimelineGroup
LPL Financial LLC2,861,694$378M0.15%+59,00113F-HRTimeline
Joel Isaacson & Co., LLC2,516,645$332M14.99%+54,64813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,350,967$311M0.07%-66,69013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,103,521$278M0.07%+335,48313F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,749,973$231M0.05%+47,33013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,674,443$224M0.06%-27,91613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,688,669$223M0.02%+652,61913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,277,616$169M-60,409Timeline
Richard Bernstein Advisors LLC1,212,109$160M3.63%-26,50913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,103,945$146M0.21%+30,48813F-HRTimeline
Janney Montgomery Scott LLC1,057,319$140M0.39%-2,64613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,041,645$138M0.03%-5,54313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP854,001$113M0.18%-23,89113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC759,648$100M0.44%-13,38313F-HRTimelineGroup
MAI Capital Management759,230$100M0.75%+240,67013F-HRTimeline
1ST SOURCE BANK755,167$99.8M5.71%+10,61213F-HRTimeline
Destination Wealth Management695,990$91.9M2.88%-4,43313F-HRTimeline
Cetera Investment Advisers691,890$91.4M0.19%+10,49913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC678,445$89.6M0.24%+678,19113F-HRTimelineGroup
HighTower Advisors, LLC542,027$71.6M0.1%+4,56013F-HRTimeline
Capital Investment Advisors, LLC529,243$69.9M1.42%-10,73813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.465,797$61.5M0.14%+48,15713F-HR/ATimelineGroup
Creative Planningin group Creative Planning451,773$59.7M0.06%-3,50613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…448,768$59.3M0.04%-8,12913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC420,137$55.5M0.19%+6,50713F-HRTimeline
Elk River Wealth Management LLC395,119$52.2M9.45%+10,09513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC375,016$49.5M0.01%-13,32113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…368,825$48.7M0.09%+5,10313F-HR/ATimeline
J.Safra Asset Management Corp347,669$45.8M3.72%+3,74213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC330,990$43.7M0.61%-16,12713F-HRTimeline
Linscomb Wealth, Inc.297,665$39.3M1.96%+2,40813F-HRTimeline
Clearstead Advisors, LLC288,586$38.1M0.58%+1,11513F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC272,026$35.9M7.95%+3,48813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP257,018$34M0.03%+67,49413F-HRTimelineGroup
Private Advisor Group, LLC255,882$33.8M0.19%+117,21013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP247,413$32.7M0.03%+30,25413F-HRTimelineGroup
SCOTIA CAPITAL INC.239,506$31.6M0.17%-2,51913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…236,683$31.3M0.26%+1,14813F-HRTimelineGroup
Cambridge Investment Research Advisors,…235,982$31.2M0.1%-12,07413F-HRTimeline
Wolff Financial Management LLC231,681$30.6M8.49%+1,35113F-HRTimeline
Nan Shan Life Insurance Co., Ltd.219,065$28.9M0.7%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.212,610$28.1M0.05%-6,70513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/212,442$28.1M0.01%-5,50413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding206,245$27.2M-50,486Timeline
Klingman & Associates, LLC204,025$27M1.66%-1,00313F-HRTimeline
Orion Porfolio Solutions, LLC201,857$26.7M0.27%-23,17413F-HRTimeline
Orion Portfolio Solutions, LLC201,857$26.7M0.27%-23,17413F-HRTimeline
Mariner, LLCin group Mariner, LLC200,243$26.5M0.04%+10,38613F-HRTimelineGroup
Flaharty Asset Management, LLC198,772$26.3M3.83%-3,22713F-HRTimeline
Graves Light Lenhart Wealth, Inc.192,403$25.4M3.16%-1,50613F-HRTimeline
NWF Advisory Services Inc.187,472$24.8M3.63%+2,78513F-HRTimeline
Independent Advisor Alliance177,406$23.4M0.31%new13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.176,516$23.3M8.97%-1,07113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…175,519$23.2M0.06%+4,09713F-HRTimelineGroup
Steward Partners Investment Advisory, L…163,372$21.6M0.19%+9,41013F-HRTimeline
Baltimore-Washington Financial Advisors…157,333$20.8M1.07%+10,34113F-HRTimeline
Capital Advisors, Ltd. LLC150,512$19.9M2.51%-1,14013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS139,834$18.5M0.05%+96913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding138,304$18.3M+2,781Timeline
COMERICA BANK132,918$17.6M0.07%-1,89513F-HR/ATimeline
UMB Bank, n.a.130,032$17.2M0.27%-14,22613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Focus Partners Wealthgroup of 2 filers holding125,115$16.5M+32,246Timeline
TigerOak Management, L.L.C.122,532$16.2M5.92%13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC115,083$15.2M0.43%-13,25613F-HRTimeline
Prosperity Consulting Group, LLC114,715$15.2M1.14%-3,98113F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC110,852$14.6M0.41%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.110,102$14.5M0.09%+1,33513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP109,418$14.5M<0.01%+1,37813F-HRTimelineGroup
Hubbell Strickland Wealth Management, L…109,416$14.5M6.85%-96713F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp108,542$14.3M0.43%-45213F-HRTimelineGroup
FMR LLCin group FMR LLC108,185$14.3M<0.01%+7,21113F-HRTimelineGroup
FINANCIAL COUNSELORS INC108,099$14.3M0.21%-3,52013F-HRTimeline
BOKF, NAin group BOKF, NA110,911$14.3M0.24%-4,50513F-HRTimelineGroup
CRA Financial Services, LLC107,951$14.3M2.45%-4,44213F-HRTimeline
Atria Wealth Solutions, Inc.106,329$14M0.15%+4,68213F-HRTimeline
Regent Peak Wealth Advisors LLC105,005$13.9M3.11%+16,75413F-HR/ATimeline
Mesirow Financial Investment Management…102,613$13.6M0.27%+1,52513F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …101,428$13.4M2.03%-1,70013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.100,591$13.3M0.13%+10,36413F-HRTimelineGroup
Sanctuary Advisors, LLC96,359$13M0.08%-2,70213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV96,536$12.8M0.03%-7,02713F-HRTimeline
KCM INVESTMENT ADVISORS LLC94,675$12.5M0.43%+11413F-HRTimeline
WESBANCO BANK INC92,939$12.3M0.42%-1,25213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…92,145$12.2M0.01%-87413F-HRTimelineGroup
Evelyn Partners Investment Management (…91,854$12.1M4.41%13F-HRTimeline
CWM, LLCin group CWM, LLC90,881$12M0.05%-26713F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/89,618$11.8M0.02%-8,97313F-HRTimelineGroup
SARD WEALTH MANAGEMENT GROUP, LLC88,985$11.8M7.89%-1,00413F-HRTimeline
CIBC WORLD MARKET INC.88,931$11.7M0.03%+4,86013F-HRTimeline
HB Wealth Management, LLC87,786$11.6M0.12%-2,72813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP90,111$11.5M0.02%+4,54813F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC86,896$11.5M0.09%-6,18113F-HRTimelineGroup
SAGE RHINO CAPITAL LLC84,478$11.2M2.43%+12913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC83,446$11M0.25%+31913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.83,197$11M0.77%-7,74013F-HRTimelineGroup
World Investment Advisors82,458$10.9M0.3%+56,75513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC81,614$10.8M0.02%+11,52613F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding80,663$10.7M+432Timeline
O'Dell Group, LLC79,724$10.5M2.38%-5,09913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\78,891$10.4M0.01%+1,92113F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding78,580$10.4M-269Timeline
IHT Wealth Management, LLC77,009$10.2M0.33%+69413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC76,683$10.1M0.2%+413F-HRTimeline
BLAIR WILLIAM & CO/IL76,005$10M0.03%+1,16513F-HRTimeline
Financial Advocates Investment Manageme…74,837$9.69M0.55%+6,81613F-HRTimeline
NewEdge Advisors, LLC72,882$9.63M0.06%-62113F-HRTimeline
SMI Advisory Services, LLC73,225$9.51M2.19%+24,45513F-HRTimeline
CX Institutional71,551$9.45M0.38%+4,69713F-HRTimeline
Wellspring Financial Advisors, LLC69,463$9.18M0.96%-72413F-HRTimeline
Destiny Wealth Partners, LLC68,819$9.09M1.49%-413F-HRTimeline
MSH Capital Advisors LLC68,330$9.03M2.84%+5,66713F-HRTimeline
ALLIANCEBERNSTEIN L.P.65,683$8.68M<0.01%+72513F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC64,801$8.56M2.79%+1,83613F-HRTimeline
KITCHING PARTNERS, LLC64,336$8.5M10.87%+3,78113F-HRTimeline
Simmons Bankin group Simmons Bank63,614$8.4M0.61%-1,59913F-HRTimelineGroup
FIRST NATIONAL CORP /MA/ /ADV63,294$8.36M1.89%+1,44013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP63,225$8.35M0.2%-2,28713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC62,588$8.27M0.01%+2,89213F-HRTimelineGroup
Apexium Financial, LP62,081$8.2M0.5%-17113F-HRTimeline
MONECO ADVISORS, LLC61,769$8.16M0.86%-76613F-HR/ATimeline
GREENLEAF TRUST60,995$8.06M0.07%+1,21713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP59,655$7.88M0.11%-2,85013F-HRTimeline
Composition Wealth, LLC59,538$7.86M0.16%-1,22113F-HRTimeline
&PARTNERS59,010$7.78M0.09%+8,79013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources58,539$7.73M<0.01%+1,11113F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…58,224$7.69M2.5%-35613F-HRTimeline
PETERSON WEALTH MANAGEMENT58,065$7.67M4.56%+4,78113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.58,215$7.62M0.01%-1,34513F-HRTimelineGroup
Whitegate Investment Counselors, Inc.57,553$7.6M2.61%+38813F-HRTimeline
Cresset Asset Management, LLC56,604$7.48M0.04%-16,49413F-HRTimeline
Cornerstone Wealth Management, LLC56,283$7.43M0.5%+48713F-HRTimeline
Wealthspire Advisors, LLC55,635$7.35M0.07%-4,10313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp54,987$7.26M0.02%-2313F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …54,264$7.17M0.11%+6,80213F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP52,851$6.98M0.05%-85813F-HRTimelineGroup
Aries Wealth Management52,463$6.93M1.91%-1,59413F-HRTimeline
Gunma Bank,Ltd.51,300$6.78M2.24%-15,70013F-HRTimeline
Aspen Grove Capital, LLC51,207$6.76M1.43%013F-HRTimeline
J.W. COLE ADVISORS, INC.50,614$6.69M0.27%-45813F-HRTimeline
Americana Partners, LLC50,527$6.67M0.27%+4,39813F-HRTimeline
IEQ CAPITAL, LLC50,304$6.65M0.06%+2,01213F-HRTimeline
Private Wealth Group, LLC49,455$6.53M3.19%+1,30013F-HRTimeline
Smithfield Trust Co48,022$6.34M0.32%-3,49213F-HRTimeline
WHITTIER TRUST CO47,325$6.25M0.08%-2,13113F-HRTimeline
Cornerstone Advisory, LLC46,024$6.18M0.7%+1,28413F-HRTimeline
SYNOVUS FINANCIAL CORP45,096$5.96M0.08%-44,47613F-HRTimeline
1834 INVESTMENT ADVISORS CO44,602$5.89M0.75%-1,09513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC44,381$5.86M0.14%-94413F-HRTimeline
Shulman DeMeo Asset Management LLC44,258$5.85M1.58%-2,23013F-HRTimeline
Trilogy Capital Inc.44,008$5.81M0.3%+25813F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding43,736$5.78M-536Timeline
ProVise Management Group, LLC43,514$5.75M0.49%-3,07013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…42,458$5.66M0.32%+3613F-HRTimeline
Altus Wealth Group LLC42,672$5.64M2.49%-1,72313F-HRTimeline
American Money Management, LLC42,481$5.61M1.09%+1,01113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC42,445$5.61M0.29%+11713F-HRTimeline
Houlihan Financial Resource Group, Ltd.41,998$5.55M2.37%+5113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…41,360$5.46M0.01%+21,93013F-HRTimelineGroup
TL Private Wealth40,602$5.35M2.4%-1,47713F-HRTimeline
Black Diamond Financial, LLC40,267$5.32M0.8%-2,88013F-HRTimeline
CENTRAL TRUST Co40,080$5.29M0.13%-1,10813F-HRTimeline
Neumann Capital Management, LLC40,008$5.29M1.76%-5,40013F-HRTimeline
First Horizon Advisors, Inc.39,972$5.28M0.15%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC39,689$5.24M0.39%+8,99613F-HRTimeline
Balefire, LLC39,592$5.2M1.78%-5,77213F-HRTimeline
Johnson & White Wealth Management, LLC39,555$5.19M3.14%-4,38613F-HRTimeline
Strategent Financial, LLC39,116$5.17M5.13%13F-HRTimeline
Forbes Financial Planning, Inc.38,860$5.13M2.49%+6913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC38,752$5.12M0.14%13F-HRTimeline
Sunbelt Securities, Inc.38,346$5.05M0.44%+28,16613F-HRTimeline
Salomon & Ludwin, LLC37,709$4.98M0.53%-5,14913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO37,625$4.97M0.03%-5813F-HRTimelineGroup
Climber Capital SA38,777$4.96M4.08%13F-HRTimeline
EP Wealth Advisors, LLC37,166$4.91M0.04%-1,16213F-HRTimeline
NWAM LLC36,952$4.88M0.3%-17713F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC36,742$4.85M2.6%+2913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP36,413$4.81M<0.01%+5,62913F-HRTimelineGroup
Mine & Arao Wealth Creation & Managemen…36,277$4.79M2.2%+2,82813F-HRTimeline
Firestone Capital Management35,840$4.73M1.18%-59913F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC35,277$4.66M0.85%-29013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC35,033$4.63M1.34%13F-HRTimeline
Perennial Investment Advisors, LLC35,005$4.62M0.55%+49213F-HRTimeline
Aveo Capital Partners, LLC34,728$4.59M0.5%+32,67913F-HRTimeline
American Trust34,468$4.55M0.35%-1,59113F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/34,310$4.53M2.13%-1,37513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC34,171$4.51M0.03%-7,18513F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC34,072$4.5M0.32%-2,48613F-HRTimeline
Global Retirement Partners, LLC34,033$4.5M0.13%+2,41413F-HRTimeline
Beacon Pointe Advisors, LLC33,855$4.47M0.05%+43213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\33,398$4.41M<0.01%-8,02513F-HR/ATimelineGroup
1832 Asset Management L.P.33,356$4.41M0.01%-7,04913F-HRTimeline
NorthRock Partners, LLC32,781$4.33M0.14%-1,82113F-HR/ATimeline
Westside Investment Management, Inc.32,533$4.3M0.91%-57413F-HRTimeline
DAVENPORT & Co LLC32,343$4.27M0.03%+50213F-HRTimeline
Janney Capital Management LLC32,257$4.26M0.28%+29,68813F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.31,890$4.21M1.9%+52413F-HRTimeline
AA Financial Advisors, LLC31,612$4.18M1.11%+6,91313F-HRTimeline