Skip to content
Disclosery

SDY SPDR SERIES TRUST

Follow

SHS (fund)

1,165 managers (1,181 13F filers) reported a position in SDY shares at 2025-06-30, 64,527,447 shares in all. 57 filers opened a position and 52 filers sold out during the quarter.

Managers
1,165
13F filers
1,181
New
57
Added
353
Reduced
437
Sold out
52
Shares held by filers
64,527,447

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,404,602$1.01B0.08%-132,20513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,771,143$648M0.04%-94,61313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,133,413$425M0.15%+119,56213F-HRTimelineGroup
LPL Financial LLC3,011,061$409M0.14%+249,03613F-HRTimeline
Joel Isaacson & Co., LLC2,644,937$359M14.6%+86,67913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,189,622$297M0.06%-181,93913F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,094,565$284M0.06%+61,50513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,604,371$217M0.05%-60,62413F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,567,632$213M0.04%-46,96813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,451,468$197M0.01%-2,30413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,224,686$166M-30,294Timeline
Richard Bernstein Advisors LLC1,075,337$146M3.6%-83,56613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,039,685$141M0.19%-72,87313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp990,007$134M0.03%-34,76113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP810,035$110M0.16%-21,09313F-HRTimelineGroup
MAI Capital Management767,082$104M0.72%+18,83013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC760,212$103M0.41%+4,56813F-HRTimelineGroup
1ST SOURCE BANK731,200$99.2M5.47%-6,40413F-HRTimeline
Cetera Investment Advisers699,649$95M0.16%+3,92913F-HRTimeline
Destination Wealth Management698,829$94.9M2.78%-3,80813F-HRTimeline
Janney Montgomery Scott LLC641,404$87.1M0.23%-39,73113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…574,419$78M0.05%+148,98413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.525,676$71.4M0.13%+71,83213F-HR/ATimelineGroup
Capital Investment Advisors, LLC514,569$69.8M1.25%-6,32513F-HR/ATimeline
Creative Planningin group Creative Planning492,188$66.8M0.06%+27,97013F-HRTimelineGroup
HighTower Advisors, LLC482,267$65.5M0.08%-15,03813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP447,623$60.8M0.06%+240,53213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC416,482$56.5M0.16%+8,63313F-HRTimeline
Elk River Wealth Management LLC413,123$56.1M9.65%+2,48713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…374,733$52M0.09%+3,94613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP381,284$51.6M0.04%+49,65013F-HRTimelineGroup
J.Safra Asset Management Corp360,888$49M3.41%+4,79613F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC341,388$46.3M0.01%-4,57913F-HRTimelineGroup
Legacy Financial Group LLC286,592$38.9M5.43%-81,75613F-HRTimeline
Linscomb Wealth, Inc.283,959$38.5M1.77%-2,57113F-HRTimeline
Clearstead Advisors, LLC280,059$38M0.53%+5,91413F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC279,737$38M7.66%+3,87313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC278,925$37.9M0.45%-47,48613F-HRTimeline
Nan Shan Life Insurance Co., Ltd.247,496$33.6M0.75%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…231,045$32.7M0.07%+3,62113F-HR/ATimelineGroup
Wolff Financial Management LLC238,116$32.3M8.35%+4,76313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC237,779$32.3M0.08%-5,02813F-HRTimelineGroup
Cambridge Investment Research Advisors,…226,252$30.7M0.09%-6,81913F-HRTimeline
Mariner, LLCin group Mariner, LLC215,448$29.2M0.04%+10,13013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/206,183$28M0.01%-4,33013F-HRTimelineGroup
Flaharty Asset Management, LLC205,947$28M3.82%+8,90813F-HR/ATimeline
Orion Porfolio Solutions, LLC205,196$27.9M0.24%-41113F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.202,773$27.5M0.05%-7,52813F-HRTimelineGroup
Steward Partners Investment Advisory, L…200,793$27.3M0.21%+32,91913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding197,004$26.7M+22,152Timeline
Klingman & Associates, LLC195,246$26.5M1.46%-6,79413F-HRTimeline
Graves Light Lenhart Wealth, Inc.189,852$25.8M3.07%-1,45613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC187,705$25.5M0.32%+167,97513F-HRTimelineGroup
NWF Advisory Services Inc.182,317$24.7M2.95%+27813F-HRTimeline
Jackson, Grant Investment Advisers, Inc.171,313$23.3M8.54%-1,94613F-HRTimeline
Baltimore-Washington Financial Advisors…163,402$22.2M1.03%+84413F-HRTimeline
SCOTIA CAPITAL INC.159,493$21.6M0.1%-75,85613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…156,359$21.2M0.17%-29,16313F-HRTimelineGroup
Capital Advisors, Ltd. LLC146,498$19.9M2.45%+55713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS141,762$19.2M0.04%+14313F-HRTimeline
TigerOak Management, L.L.C.125,602$17M5.84%+1,44313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding122,157$16.6M-3,002Timeline
COMERICA BANK117,933$16M0.06%-8,78213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.116,784$15.9M0.13%+8,63813F-HRTimelineGroup
UMB Bank, n.a.116,618$15.8M0.25%-1,77913F-HR/ATimeline
FMR LLCin group FMR LLC112,981$15.3M<0.01%-2,43113F-HRTimelineGroup
Midwest Trust Co112,866$15.3M0.21%13F-HRTimeline
BOKF, NAin group BOKF, NA110,033$14.9M0.24%-30713F-HRTimelineGroup
Private Advisor Group, LLC109,502$14.9M0.08%-8,82613F-HRTimeline
Hubbell Strickland Wealth Management, L…107,869$14.6M6.46%-2,96813F-HRTimeline
Lanham O'Dell & Company, Inc.107,431$14.6M6.16%new13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp107,361$14.6M0.41%-59813F-HRTimelineGroup
Prosperity Consulting Group, LLC105,821$14.4M1.05%-4,17613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP105,031$14.3M<0.01%-2,70613F-HRTimelineGroup
Mesirow Financial Investment Management…102,333$13.9M0.27%-1,77113F-HRTimeline
CRA Financial Services, LLC102,235$13.9M2.12%-1,16413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS101,489$13.8M0.01%+100,09513F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.100,578$13.7M0.08%-77813F-HRTimeline
&PARTNERS100,343$13.6M0.1%+37,65913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC98,661$13.4M0.22%+94,36913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC98,106$13.3M0.33%-1,16913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…96,993$13.2M0.01%+4,33613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\94,604$12.8M0.02%+16,52313F-HRTimelineGroup
CIBC WORLD MARKET INC.94,309$12.8M0.03%+2,08513F-HRTimeline
KCM INVESTMENT ADVISORS LLC93,759$12.7M0.43%-74913F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC93,275$12.7M7.8%+2,09213F-HRTimeline
Sanctuary Advisors, LLC91,819$12.5M0.08%-4,88713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV90,620$12.3M0.03%-40313F-HRTimeline
WESBANCO BANK INC87,936$11.9M0.35%-1,11013F-HRTimeline
HB Wealth Management, LLC85,543$11.6M0.09%+34413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC84,435$11.5M0.08%-1,11713F-HR/ATimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.82,392$11.2M0.77%013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP81,580$11.1M0.01%-7,69513F-HR/ATimelineGroup
World Investment Advisors80,808$11M0.25%-48413F-HRTimeline
IHT Wealth Management, LLC80,376$10.9M0.3%+6,34413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/80,276$10.9M0.01%-4,28613F-HR/ATimelineGroup
Forvis Mazars Wealth Advisors, LLC80,175$10.9M0.23%-48413F-HRTimeline
MSH Capital Advisors LLC79,205$10.8M3.1%+4,89413F-HRTimeline
Evelyn Partners Investment Management (…78,799$10.7M3.84%-4,19713F-HR/ATimeline
SAGE RHINO CAPITAL LLC78,470$10.7M2.25%-5,19513F-HRTimeline
CWM, LLCin group CWM, LLC77,956$10.6M0.04%-4,70813F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC76,372$10.4M2.54%-18913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC76,233$10.3M0.02%-6,17913F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC75,270$10.2M0.14%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding75,030$10.2M-1,826Timeline
KITCHING PARTNERS, LLC74,269$10.1M10.23%+2,43513F-HRTimeline
BLAIR WILLIAM & CO/IL72,284$9.81M0.03%+6213F-HRTimeline
GREENLEAF TRUST72,272$9.81M0.09%-30913F-HRTimeline
O'Dell Group, LLC70,794$9.61M2.4%-1,47513F-HRTimeline
Destiny Wealth Partners, LLC69,821$9.48M1.27%+93313F-HRTimeline
CX Institutional69,530$9.44M0.33%+2,41113F-HR/ATimeline
Wealthspire Retirement, LLC66,655$9.05M0.6%+49,20313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC66,230$8.99M0.15%-21713F-HRTimeline
Gunma Bank,Ltd.65,300$8.86M2.89%013F-HRTimeline
NewEdge Advisors, LLC65,223$8.85M0.05%+2,19213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC64,050$8.69M0.01%-1,32613F-HRTimelineGroup
J.W. COLE ADVISORS, INC.63,226$8.58M0.18%+34,07113F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV63,115$8.57M1.73%-22313F-HRTimeline
Strategic Family Wealth Counselors, L.L…61,592$8.36M2.38%+2,43513F-HRTimeline
Simmons Bankin group Simmons Bank61,306$8.32M0.59%-1,54413F-HRTimelineGroup
MONECO ADVISORS, LLC61,117$8.3M0.77%+26513F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …61,066$8.29M1.43%-38,53513F-HRTimeline
Apexium Financial, LP61,019$8.28M0.44%-3,96113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp60,434$8.2M0.03%+13713F-HRTimelineGroup
Wellspring Financial Advisors, LLC60,366$8.19M0.82%-6,46413F-HRTimeline
ALLIANCEBERNSTEIN L.P.60,071$8.15M<0.01%-1,91813F-HRTimeline
Composition Wealth, LLC59,039$8.01M0.13%+3,21113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP58,519$7.94M0.11%-1,04513F-HRTimeline
Cornerstone Wealth Management, LLC57,299$7.78M0.47%+35513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …57,041$7.74M0.1%+1,79713F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP57,035$7.74M0.17%-4,62713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding55,343$7.51M-1,337Timeline
FRANKLIN RESOURCES INCin group Franklin Resources55,107$7.48M<0.01%-2,35113F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.53,638$7.28M0.01%+29813F-HRTimelineGroup
Wealthspire Advisors, LLC53,407$7.25M0.04%-4,07313F-HRTimeline
Whitegate Investment Counselors, Inc.53,283$7.23M2.46%-1,59713F-HRTimeline
IEQ CAPITAL, LLC52,633$7.14M0.04%-44,40913F-HRTimeline
Merit Financial Group, LLC52,518$7.13M0.08%+1,36113F-HRTimeline
Private Wealth Group, LLC51,574$7M3.72%+3,47313F-HRTimeline
Aries Wealth Management51,429$6.98M1.82%-88413F-HRTimeline
Aspen Grove Capital, LLC51,207$6.95M1.18%013F-HRTimeline
Americana Partners, LLC47,063$6.39M0.22%-18113F-HRTimeline
Cornerstone Advisory, LLC46,203$6.27M0.67%-7213F-HRTimeline
Cresset Asset Management, LLC45,185$6.13M0.03%-8,50113F-HR/ATimeline
Climber Capital SA46,537$6.12M3.92%013F-HRTimeline
Smithfield Trust Co44,769$6.08M0.29%-3,19313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC43,976$5.97M0.14%-3,24213F-HRTimeline
Shulman DeMeo Asset Management LLC43,896$5.96M1.48%-8113F-HRTimeline
American Money Management, LLC43,870$5.95M1.05%+1,07713F-HRTimeline
SYNOVUS FINANCIAL CORP43,449$5.9M0.07%-31513F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding43,331$5.88M-230Timeline
TL Private Wealth42,658$5.88M2.44%+63313F-HRTimeline
Balefire, LLC43,267$5.87M1.28%+4,07813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…41,091$5.58M0.09%+8,00313F-HRTimelineGroup
Perennial Investment Advisors, LLC40,924$5.55M0.54%+4,61713F-HRTimeline
AVALON CAPITAL MANAGEMENT40,667$5.52M1.48%+8913F-HRTimeline
WHITTIER TRUST CO40,557$5.5M0.07%-5,38213F-HRTimeline
Houlihan Financial Resource Group, Ltd.40,117$5.47M2.27%-51313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\40,264$5.47M<0.01%+4,42213F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC40,107$5.44M0.26%-78513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding40,078$5.44M-22,756Timeline
First Horizon Advisors, Inc.39,215$5.32M0.14%-41013F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…38,836$5.27M0.09%+19,91613F-HRTimelineGroup
Strategent Financial, LLC38,652$5.25M4.09%-24113F-HRTimeline
CENTRAL TRUST Co38,606$5.24M0.12%-1,33613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP38,383$5.21M0.04%-14,46813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC38,289$5.2M0.03%+4,36813F-HRTimelineGroup
Atria Wealth Solutions, Inc.38,189$5.2M0.12%-35,40813F-HRTimeline
EP Wealth Advisors, LLC37,901$5.14M0.03%+28513F-HRTimeline
Salomon & Ludwin, LLC37,131$5.14M0.51%-27513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO37,625$5.11M0.03%013F-HRTimelineGroup
Sunbelt Securities, Inc.38,346$5.07M0.45%-93913F-HRTimeline
Mine & Arao Wealth Creation & Managemen…36,851$5M2.23%+22013F-HRTimeline
Connecticut Wealth Management, LLC36,336$4.93M0.23%-2,63413F-HRTimeline
Calydon Capital35,788$4.86M0.48%+18,01613F-HRTimeline
1834 INVESTMENT ADVISORS CO35,539$4.82M0.61%-7,58813F-HRTimeline
Westside Investment Management, Inc.35,175$4.77M0.89%+1,12513F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC35,089$4.76M0.85%-18313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC34,328$4.66M0.01%+9013F-HRTimelineGroup
Global Retirement Partners, LLC34,306$4.66M0.12%13F-HRTimeline
Neumann Capital Management, LLC34,108$4.63M1.46%-63013F-HRTimeline
Beacon Pointe Advisors, LLC33,723$4.58M0.05%+14913F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC33,638$4.57M1.15%-26213F-HRTimeline
Johnson & White Wealth Management, LLC32,950$4.47M2.25%-1,01913F-HRTimeline
Firestone Capital Management32,909$4.47M1.05%-2,01613F-HRTimeline
TD Waterhouse Canada Inc.32,088$4.43M0.03%-2613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP32,141$4.36M<0.01%+7,49313F-HRTimelineGroup
DAVENPORT & Co LLC30,930$4.2M0.02%-1,24513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC30,821$4.18M0.09%-1,82613F-HRTimeline
Meridian Wealth Advisors, LLC30,338$4.12M0.65%+92013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.30,309$4.11M0.3%-57213F-HRTimelineGroup
MYCIO WEALTH PARTNERS, LLC29,919$4.06M0.94%+19513F-HRTimeline
American Trust29,907$4.06M0.38%-1,44413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC29,469$4M0.32%+1,15913F-HRTimeline
ProVise Management Group, LLC29,462$4M0.32%-3,97813F-HRTimeline
LifeSteps Financial, Inc.29,348$3.98M2.74%-6413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC29,255$3.97M0.04%+66513F-HRTimeline
NOVEM GROUP29,191$3.96M0.5%+10013F-HRTimeline
SIMON QUICK ADVISORS, LLC29,037$3.94M0.2%+61513F-HR/ATimeline
CW Advisors, LLC28,516$3.87M0.04%-1,60813F-HRTimeline