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Disclosery

SDY SPDR SERIES TRUST

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SHS (fund)

1,161 managers (1,177 13F filers) reported a position in SDY shares at 2025-03-31, 64,673,503 shares in all. 59 filers opened a position and 67 filers sold out during the quarter.

Managers
1,161
13F filers
1,177
New
59
Added
322
Reduced
478
Sold out
67
Shares held by filers
64,673,503

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,536,807$1.02B0.09%-179,79713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,865,756$660M0.05%+78,39713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,013,851$409M0.15%+3,58013F-HRTimelineGroup
LPL Financial LLC2,762,025$375M0.15%-99,66913F-HRTimeline
Joel Isaacson & Co., LLC2,558,258$347M15.73%+41,61313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,371,561$322M0.07%+20,59413F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,033,060$276M0.07%-70,46113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,664,995$227M0.06%-9,44813F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,614,600$219M0.05%-135,37313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,453,772$197M0.02%-234,89713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,254,980$170M-22,636Timeline
Richard Bernstein Advisors LLC1,158,903$157M3.8%-53,20613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,112,558$151M0.21%+8,61313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,024,768$139M0.03%-16,87713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP831,128$113M0.18%-22,87313F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC755,644$103M0.44%-4,00413F-HRTimelineGroup
MAI Capital Management748,252$102M0.77%-10,97813F-HRTimeline
1ST SOURCE BANK737,604$100M5.9%-17,56313F-HRTimeline
Destination Wealth Management702,637$95.3M3%+6,64713F-HRTimeline
Cetera Investment Advisers695,720$94.4M0.18%+3,83013F-HRTimeline
Janney Montgomery Scott LLC681,135$92.4M0.26%-376,18413F-HRTimeline
Capital Investment Advisors, LLC520,894$70.7M1.38%-8,34913F-HRTimeline
HighTower Advisors, LLC497,305$67.5M0.09%-44,72213F-HRTimeline
Creative Planningin group Creative Planning464,218$63M0.06%+12,44513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.453,844$61.6M0.14%-11,95313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…425,435$57.7M0.03%-23,33313F-HRTimelineGroup
Elk River Wealth Management LLC410,636$55.7M10.43%+15,51713F-HRTimeline
MML INVESTORS SERVICES, LLC407,849$55.3M0.18%-12,28813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…370,787$50.3M0.1%+1,96213F-HRTimeline
Legacy Financial Group LLC368,348$50M7.69%-9,02013F-HRTimeline
J.Safra Asset Management Corp356,092$48.3M3.93%+8,42313F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC345,967$46.9M0.01%-29,04913F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP331,634$44.6M0.04%+74,61613F-HR/ATimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC326,411$44.3M0.61%-4,57913F-HRTimeline
Linscomb Wealth, Inc.286,530$38.9M1.94%-11,13513F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC275,864$37.4M8.31%+3,83813F-HRTimeline
Clearstead Advisors, LLC274,145$37.2M0.58%-14,44113F-HRTimeline
Nan Shan Life Insurance Co., Ltd.247,496$33.6M0.79%+28,43113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC242,807$32.9M0.09%-435,63813F-HRTimelineGroup
SCOTIA CAPITAL INC.235,349$31.9M0.17%-4,15713F-HRTimeline
Wolff Financial Management LLC233,353$31.7M8.77%+1,67213F-HRTimeline
Cambridge Investment Research Advisors,…233,071$31.6M0.11%-2,91113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…227,424$30.9M0.08%+51,90513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/210,513$28.6M0.01%-1,92913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.210,301$28.5M0.05%-2,30913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP207,091$28.1M0.03%-40,32213F-HRTimelineGroup
Orion Porfolio Solutions, LLC205,607$27.9M0.27%+3,75013F-HRTimeline
Orion Portfolio Solutions, LLC205,607$27.9M0.27%+3,75013F-HR/ATimeline
Mariner, LLCin group Mariner, LLC205,318$27.9M0.05%+5,07513F-HRTimelineGroup
Klingman & Associates, LLC202,040$27.4M1.68%-1,98513F-HRTimeline
Flaharty Asset Management, LLC197,039$26.7M3.86%-1,73313F-HRTimeline
Graves Light Lenhart Wealth, Inc.191,308$26M3.19%-1,09513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…185,522$25.2M0.22%-51,16113F-HRTimelineGroup
NWF Advisory Services Inc.182,039$24.7M3.47%-5,43313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding174,852$23.7M-31,393Timeline
Jackson, Grant Investment Advisers, Inc.173,259$23.5M9.1%-3,25713F-HRTimeline
Steward Partners Investment Advisory, L…167,874$22.8M0.2%+4,50213F-HRTimeline
Baltimore-Washington Financial Advisors…162,558$22.1M1.17%+5,22513F-HRTimeline
Capital Advisors, Ltd. LLC145,941$19.8M2.61%-4,57113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS141,619$19.2M0.05%+1,78513F-HRTimeline
COMERICA BANK126,715$17.2M0.07%-6,20313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding125,159$17M+44Timeline
TigerOak Management, L.L.C.124,159$16.8M6.5%+1,62713F-HRTimeline
UMB Bank, n.a.118,397$16.1M0.26%-11,63513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Private Advisor Group, LLC118,328$16.1M0.1%-137,55413F-HRTimeline
FMR LLCin group FMR LLC115,412$15.7M<0.01%+7,22713F-HRTimelineGroup
Hubbell Strickland Wealth Management, L…110,837$15M7.12%+1,42113F-HRTimeline
BOKF, NAin group BOKF, NA110,340$15M0.26%-57113F-HRTimelineGroup
Prosperity Consulting Group, LLC109,997$14.9M1.15%-4,71813F-HRTimeline
FINANCIAL COUNSELORS INC108,788$14.8M0.22%+68913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.108,146$14.7M0.14%+7,55513F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp107,959$14.6M0.45%-58313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP107,737$14.6M<0.01%-1,68113F-HRTimelineGroup
Mesirow Financial Investment Management…104,104$14.1M0.27%+1,49113F-HRTimeline
CRA Financial Services, LLC103,399$14M2.4%-4,55213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.101,356$13.8M0.08%-8,74613F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …99,601$13.5M2.06%-1,82713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC99,275$13.5M0.37%-15,80813F-HRTimeline
Regent Peak Wealth Advisors LLC97,187$13.2M3.11%-7,81813F-HRTimeline
IEQ CAPITAL, LLC97,042$13.2M0.1%+46,73813F-HRTimeline
Sanctuary Advisors, LLC96,706$13.1M0.09%+34713F-HRTimeline
KCM INVESTMENT ADVISORS LLC94,508$12.8M0.46%-16713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…92,657$12.6M0.01%+51213F-HRTimelineGroup
CIBC WORLD MARKET INC.92,224$12.5M0.03%+3,29313F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC91,183$12.4M8.29%+2,19813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV91,023$12.4M0.03%-5,51313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP89,275$12.1M0.02%-83613F-HRTimelineGroup
WESBANCO BANK INC89,046$12.1M0.42%-3,89313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC85,552$11.6M0.1%-1,34413F-HR/ATimelineGroup
HB Wealth Management, LLC85,199$11.6M0.1%-2,58713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/84,562$11.5M0.01%-5,05613F-HRTimelineGroup
SAGE RHINO CAPITAL LLC83,665$11.4M2.63%-81313F-HRTimeline
Evelyn Partners Investment Management (…82,996$11.3M4.21%-8,85813F-HR/ATimeline
CWM, LLCin group CWM, LLC82,664$11.2M0.04%-8,21713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC82,412$11.2M0.02%+79813F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.82,392$11.2M0.81%-80513F-HRTimelineGroup
World Investment Advisors81,292$11M0.29%-1,16613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC80,659$10.9M0.26%-2,78713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\78,081$10.6M0.01%-81013F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding76,856$10.4M-3,807Timeline
PRECEDENT WEALTH PARTNERS, LLC76,561$10.4M2.88%+11,76013F-HRTimeline
Financial Advocates Investment Manageme…76,318$10.1M0.71%+1,48113F-HRTimeline
MSH Capital Advisors LLC74,311$10.1M3.12%+5,98113F-HRTimeline
IHT Wealth Management, LLC74,032$10M0.31%-2,97713F-HRTimeline
Atria Wealth Solutions, Inc.73,597$9.99M0.12%-32,73213F-HRTimeline
GREENLEAF TRUST72,581$9.85M0.09%+11,58613F-HRTimeline
O'Dell Group, LLC72,269$9.81M2.54%-7,45513F-HRTimeline
BLAIR WILLIAM & CO/IL72,222$9.8M0.03%-3,78313F-HRTimeline
KITCHING PARTNERS, LLC71,834$9.75M11.21%+7,49813F-HRTimeline
TOWNSQUARE CAPITAL LLC70,064$9.51M0.1%+41,27313F-HRTimeline
Destiny Wealth Partners, LLC68,888$9.35M1.48%+6913F-HRTimeline
CX Institutional67,119$9.11M0.34%-4,43213F-HRTimeline
Wellspring Financial Advisors, LLC66,830$9.07M1.01%-2,63313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC66,447$9.02M0.17%-10,23613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC65,376$8.87M0.01%+2,78813F-HRTimelineGroup
Gunma Bank,Ltd.65,300$8.86M2.85%+14,00013F-HRTimeline
Apexium Financial, LP64,980$8.82M0.53%+2,89913F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV63,338$8.59M1.9%+4413F-HRTimeline
NewEdge Advisors, LLC63,031$8.55M0.05%-9,85113F-HRTimeline
Simmons Bankin group Simmons Bank62,850$8.53M0.64%-76413F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding62,834$8.45M-75,470Timeline
&PARTNERS62,684$8.42M0.09%+3,67413F-HRTimeline
ALLIANCEBERNSTEIN L.P.61,989$8.41M<0.01%-3,69413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP61,662$8.37M0.21%-1,56313F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC61,454$8.34M0.26%-49,39813F-HRTimeline
MONECO ADVISORS, LLC60,852$8.26M0.85%-91713F-HR/ATimeline
PETERSON WEALTH MANAGEMENT60,569$8.22M5.53%+2,50413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp60,297$8.18M0.03%+5,31013F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP59,564$8.08M0.12%-9113F-HRTimeline
Strategic Family Wealth Counselors, L.L…59,157$8.03M2.61%+93313F-HRTimeline
Wealthspire Advisors, LLC57,480$7.8M0.05%+1,84513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources57,458$7.8M<0.01%-1,08113F-HRTimelineGroup
Cornerstone Wealth Management, LLC56,944$7.73M0.52%+66113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding56,680$7.69M-21,900Timeline
Composition Wealth, LLC55,828$7.57M0.15%-3,71013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …55,244$7.5M0.11%+98013F-HRTimelineGroup
Whitegate Investment Counselors, Inc.54,880$7.45M2.64%-2,67313F-HRTimeline
Cresset Asset Management, LLC53,686$7.28M0.04%-2,91813F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP52,851$7.17M0.05%013F-HRTimelineGroup
Aries Wealth Management52,313$7.1M1.93%-15013F-HRTimeline
Aspen Grove Capital, LLC51,207$6.95M1.34%013F-HRTimeline
Merit Financial Group, LLC51,157$6.94M0.1%+32,59113F-HRTimeline
Private Wealth Group, LLC48,101$6.53M3.84%-1,35413F-HRTimeline
Smithfield Trust Co47,962$6.51M0.33%-6013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.53,340$6.49M0.01%-4,87513F-HRTimelineGroup
Americana Partners, LLC47,244$6.41M0.25%-3,28313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC47,218$6.41M0.16%+2,83713F-HRTimeline
WHITTIER TRUST CO45,939$6.23M0.09%-1,38613F-HRTimeline
Cornerstone Advisory, LLC46,275$6.06M0.71%+25113F-HRTimeline
Shulman DeMeo Asset Management LLC43,977$5.97M1.68%-28113F-HRTimeline
SYNOVUS FINANCIAL CORP43,764$5.94M0.08%-1,33213F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding43,561$5.91M-175Timeline
1834 INVESTMENT ADVISORS CO43,127$5.85M0.76%-1,47513F-HRTimeline
American Money Management, LLC42,793$5.81M1.1%+31213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC40,892$5.55M0.29%-1,55313F-HRTimeline
Houlihan Financial Resource Group, Ltd.40,630$5.51M2.48%-1,36813F-HRTimeline
AVALON CAPITAL MANAGEMENT40,578$5.51M1.6%new13F-HRTimeline
CENTRAL TRUST Co39,942$5.42M0.13%-13813F-HRTimeline
First Horizon Advisors, Inc.39,625$5.38M0.15%-34713F-HRTimeline
Sunbelt Securities, Inc.39,285$5.33M0.48%+93913F-HRTimeline
Balefire, LLC39,189$5.32M1.82%-40313F-HRTimeline
Connecticut Wealth Management, LLC38,970$5.29M0.28%new13F-HRTimeline
Strategent Financial, LLC38,893$5.28M4.78%-22313F-HRTimeline
Climber Capital SA46,537$5.19M4.08%+7,76013F-HRTimeline
Forbes Financial Planning, Inc.38,186$5.18M3.84%-67413F-HRTimeline
TL Private Wealth42,025$5.11M2.53%+1,42313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO37,625$5.1M0.04%013F-HRTimelineGroup
EP Wealth Advisors, LLC37,616$5.1M0.04%+45013F-HRTimeline
Salomon & Ludwin, LLC37,406$5.08M0.54%-30313F-HRTimeline
Black Diamond Financial, LLC37,268$5.06M0.76%-2,99913F-HRTimeline
Mine & Arao Wealth Creation & Managemen…36,631$4.97M2.42%+35413F-HRTimeline
Perennial Investment Advisors, LLC36,307$4.93M0.55%+1,30213F-HRTimeline
NWAM LLC36,017$4.89M0.42%-93513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\35,842$4.86M<0.01%+2,44413F-HRTimelineGroup
PETTYJOHN, WOOD & WHITE, INC35,272$4.79M0.92%-513F-HRTimeline
Firestone Capital Management34,925$4.74M1.24%-91513F-HRTimeline
Neumann Capital Management, LLC34,738$4.71M1.63%-5,27013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC34,238$4.65M0.01%+30,30013F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC34,241$4.65M0.33%+16913F-HRTimeline
Westside Investment Management, Inc.34,050$4.62M0.98%+1,51713F-HRTimeline
Johnson & White Wealth Management, LLC33,969$4.61M2.59%-5,58613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC33,921$4.6M0.03%-25013F-HRTimelineGroup
FOUNDERS GROVE WEALTH PARTNERS, LLC33,900$4.6M1.28%-1,13313F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/33,860$4.59M2.19%-45013F-HRTimelineGroup
Beacon Pointe Advisors, LLC33,574$4.56M0.05%-28113F-HRTimeline
ProVise Management Group, LLC33,440$4.54M0.39%-10,07413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…33,088$4.49M0.09%+12,53813F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC32,647$4.43M0.11%-6,10513F-HRTimeline
DAVENPORT & Co LLC32,175$4.37M0.03%-16813F-HRTimeline
TD Waterhouse Canada Inc.32,114$4.35M0.04%+1,22213F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding31,663$4.3M+7,159Timeline
American Trust31,351$4.25M1.05%-3,11713F-HRTimeline
1832 Asset Management L.P.31,016$4.21M0.01%-2,34013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.30,881$4.19M0.32%-47813F-HRTimelineGroup
NorthRock Partners, LLC30,616$4.15M0.14%-2,16513F-HRTimeline
CW Advisors, LLC30,124$4.09M0.05%-84013F-HRTimeline
MYCIO WEALTH PARTNERS, LLC29,724$4.03M0.95%+17913F-HRTimeline
Meridian Wealth Advisors, LLC29,418$3.99M0.68%-16413F-HRTimeline
LifeSteps Financial, Inc.29,412$3.99M3.24%+29113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC29,400$3.99M0.01%+24,00013F-HRTimeline