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Disclosery

SDY SPDR SERIES TRUST

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SHS (fund)

1,157 managers (1,173 13F filers) reported a position in SDY shares at 2025-09-30, 63,661,746 shares in all. 66 filers opened a position and 64 filers sold out during the quarter.

Managers
1,157
13F filers
1,173
New
66
Added
340
Reduced
435
Sold out
64
Shares held by filers
63,661,746

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/7,356,574$1.03B0.08%-48,02813F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,744,818$665M0.04%-26,32513F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,116,544$436M0.14%-16,86913F-HRTimelineGroup
LPL Financial LLC3,031,473$425M0.12%+20,41213F-HRTimeline
Joel Isaacson & Co., LLC2,667,060$374M13.48%+22,12313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,148,968$301M0.05%-40,65413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,037,033$285M0.06%-57,53213F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,732,685$243M0.05%+165,05313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,552,981$217M0.05%-51,39013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,395,059$195M0.01%-56,40913F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,096,977$154M-127,709Timeline
Richard Bernstein Advisors LLC1,039,379$144M4.12%-35,95813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC966,738$135M0.18%-72,94713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp951,759$133M0.02%-38,24813F-HRTimelineGroup
Cetera Investment Advisers792,925$111M0.13%+93,27613F-HRTimeline
MAI Capital Management772,382$108M0.68%+5,30013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC768,592$108M0.41%+8,38013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP747,741$105M0.14%-62,29413F-HRTimelineGroup
Destination Wealth Management698,199$97.8M2.69%-63013F-HRTimeline
1ST SOURCE BANK607,596$85.1M4.49%-123,60413F-HRTimeline
Janney Montgomery Scott LLC603,939$84.6M0.2%-37,46513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…584,204$81.8M0.05%+9,78513F-HRTimelineGroup
Capital Investment Advisors, LLC510,320$71.5M1.18%-4,24913F-HRTimeline
HighTower Advisors, LLC487,954$68.3M0.08%+5,68713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.479,776$67.6M0.09%-45,90013F-HRTimelineGroup
Creative Planningin group Creative Planning465,437$65.2M0.05%-26,75113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP449,976$63M0.06%+2,35313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP426,827$59.5M0.04%+45,54313F-HRTimelineGroup
Elk River Wealth Management LLC418,417$58.6M9.39%+5,29413F-HRTimeline
MML INVESTORS SERVICES, LLC405,750$56.8M0.15%-10,73213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…378,417$53.1M0.08%+3,68413F-HRTimeline
J.Safra Asset Management Corp342,360$47.9M2.91%-18,52813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC334,267$46.8M0.01%-7,12113F-HRTimelineGroup
Legacy Financial Group LLC289,628$40.6M5.31%+3,03613F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC281,487$39.4M7.09%+1,75013F-HRTimeline
Linscomb Wealth, Inc.278,363$39M1.68%-5,59613F-HRTimeline
Clearstead Advisors, LLC277,169$38.8M0.57%-2,89013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC272,977$38.2M0.3%-5,94813F-HRTimeline
Nan Shan Life Insurance Co., Ltd.247,496$34.7M0.74%013F-HRTimeline
Wolff Financial Management LLC247,239$34.6M8.04%+9,12313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…245,596$34.4M0.07%+14,55113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding242,431$34M+45,427Timeline
Cambridge Investment Research Advisors,…238,804$33.4M0.09%+12,55213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC223,525$31.3M0.42%+124,86413F-HRTimeline
Mariner, LLCin group Mariner, LLC220,817$30.9M0.04%+5,36913F-HRTimelineGroup
Steward Partners Investment Advisory, L…216,449$30.3M0.17%+15,65613F-HRTimeline
Flaharty Asset Management, LLC213,700$29.9M3.8%+7,75313F-HRTimeline
Lanham O'Dell & Company, Inc.198,967$27.9M8.87%+91,53613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.196,979$27.6M0.04%-5,79413F-HRTimelineGroup
Orion Porfolio Solutions, LLC196,119$27.5M0.21%-9,07713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/194,713$27.3M0.01%-11,47013F-HRTimelineGroup
Klingman & Associates, LLC193,866$27.2M1.37%-1,38013F-HRTimeline
NWF Advisory Services Inc.186,117$26.1M2.86%+3,80013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC183,386$25.7M0.29%-4,31913F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.182,363$25.5M2.83%-7,48913F-HRTimeline
Jackson, Grant Investment Advisers, Inc.175,650$24.6M8.22%+4,33713F-HRTimeline
SCOTIA CAPITAL INC.157,597$22.1M0.09%-1,89613F-HRTimeline
Capital Advisors, Ltd. LLC146,482$20.5M2.32%-1613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS137,149$19.2M0.04%-4,61313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.125,712$17.6M0.13%+8,92813F-HRTimelineGroup
TigerOak Management, L.L.C.125,547$17.6M5.46%-5513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…121,087$17M0.12%-35,27213F-HRTimelineGroup
FMR LLCin group FMR LLC118,631$16.6M<0.01%+5,65013F-HRTimelineGroup
COMERICA BANK116,937$16.4M0.06%-99613F-HRTimeline
UMB Bank, n.a.114,412$16M0.24%-2,20613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Midwest Trust Co110,741$15.5M0.2%-2,12513F-HRTimeline
Private Advisor Group, LLC108,418$15.2M0.07%-1,08413F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp106,833$15M0.39%-52813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV105,671$14.8M0.02%+15,05113F-HRTimeline
Hubbell Strickland Wealth Management, L…105,388$14.8M6.07%-2,48113F-HRTimeline
Mesirow Financial Investment Management…103,444$14.5M0.26%+1,11113F-HRTimeline
CWM, LLCin group CWM, LLC102,350$14.3M0.04%+24,39413F-HRTimelineGroup
Prosperity Consulting Group, LLC101,849$14.3M0.7%-3,97213F-HRTimeline
BOKF, NAin group BOKF, NA101,457$14.2M0.21%-8,57613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding101,295$14.2M-20,862Timeline
CRA Financial Services, LLC100,719$14.1M1.93%-1,51613F-HRTimeline
&PARTNERS98,989$13.9M0.09%-1,35413F-HRTimeline
Regent Peak Wealth Advisors LLC98,285$13.8M2.76%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…95,443$13.4M0.01%-1,55013F-HRTimelineGroup
SARD WEALTH MANAGEMENT GROUP, LLC93,772$13.1M7.49%+49713F-HRTimeline
KCM INVESTMENT ADVISORS LLC93,711$13.1M0.42%-4813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\93,625$13.1M0.02%-97913F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC93,300$13.1M0.29%-4,80613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP93,268$13.1M<0.01%-11,76313F-HRTimelineGroup
CIBC WORLD MARKET INC.92,628$13M0.03%-1,68113F-HRTimeline
Sanctuary Advisors, LLC91,643$12.8M0.07%-17613F-HR/ATimeline
M&T Bank Corpin group M&T Bank Corp90,748$12.7M0.04%+30,31413F-HRTimelineGroup
HB Wealth Management, LLC88,470$12.4M0.08%+2,92713F-HRTimeline
WESBANCO BANK INC85,460$12M0.33%-2,47613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC84,710$11.9M0.07%+27513F-HR/ATimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/83,636$11.7M0.01%+3,36013F-HRTimelineGroup
NewEdge Advisors, LLC83,249$11.7M0.05%+18,02613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.82,327$11.5M0.77%-6513F-HRTimelineGroup
MSH Capital Advisors LLC81,104$11.4M3.04%+1,89913F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC78,673$11M2.43%+2,30113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP78,079$10.9M0.02%-3,50113F-HRTimelineGroup
IHT Wealth Management, LLC77,798$10.9M0.28%-2,57813F-HRTimeline
SAGE RHINO CAPITAL LLC77,619$10.9M2.1%-85113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC77,305$10.8M0.22%-2,87013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding76,969$10.8M+1,939Timeline
KITCHING PARTNERS, LLC76,127$10.7M10.07%+1,85813F-HRTimeline
Evelyn Partners Investment Management (…75,685$10.6M3.67%-3,11413F-HRTimeline
BLAIR WILLIAM & CO/IL74,080$10.4M0.03%+1,79613F-HRTimeline
CX Institutional73,539$10.3M0.31%+4,00913F-HRTimeline
World Investment Advisors73,461$10.3M0.21%-7,34713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC72,421$10.1M0.02%-3,81213F-HRTimelineGroup
GREENLEAF TRUST71,774$10.1M0.09%-49813F-HRTimeline
O'Dell Group, LLC69,426$9.72M2.09%-1,36813F-HRTimeline
Destiny Wealth Partners, LLC69,081$9.67M1.19%-74013F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC67,791$9.49M0.14%-7,47913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC66,089$9.26M0.15%-14113F-HRTimeline
Wealthspire Retirement, LLC65,496$9.17M0.59%-1,15913F-HR/ATimeline
Gunma Bank,Ltd.65,300$9.14M2.86%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC64,157$8.99M0.01%+10713F-HRTimelineGroup
FIRST NATIONAL CORP /MA/ /ADV62,974$8.82M1.67%-14113F-HRTimeline
Strategic Family Wealth Counselors, L.L…62,797$8.79M2.26%+1,20513F-HRTimeline
ALLIANCEBERNSTEIN L.P.62,406$8.74M<0.01%+2,33513F-HRTimeline
J.W. COLE ADVISORS, INC.61,951$8.68M0.17%-1,27513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …61,654$8.63M0.11%+4,61313F-HRTimelineGroup
Simmons Bankin group Simmons Bank60,579$8.48M0.57%-72713F-HRTimelineGroup
MONECO ADVISORS, LLC60,010$8.4M0.7%-1,10713F-HRTimeline
Apexium Financial, LP59,965$8.4M0.41%-1,05413F-HRTimeline
Wellspring Financial Advisors, LLC59,879$8.39M0.77%-48713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding59,726$8.36M+4,383Timeline
Holt Capital Advisors, L.L.C. dba Holt …59,611$8.35M1.34%-1,45513F-HRTimeline
Corsicana & Co.58,695$8.22M4.62%13F-HRTimeline
Cornerstone Wealth Management, LLC58,670$8.22M0.45%+1,37113F-HRTimeline
Composition Wealth, LLC58,463$8.19M0.12%-57613F-HRTimeline
Beacon Pointe Advisors, LLC57,007$7.98M0.07%+23,28413F-HRTimeline
Wealthspire Advisors, LLC56,128$7.86M0.04%+2,72113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.54,417$7.62M0.01%+77913F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources53,626$7.51M<0.01%-1,48113F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP53,276$7.46M0.1%-5,24313F-HRTimeline
Whitegate Investment Counselors, Inc.52,998$7.42M2.44%-28513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP51,479$7.21M0.15%-5,55613F-HRTimeline
Aries Wealth Management51,429$7.2M1.7%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,605$7.09M0.01%-50,88413F-HRTimelineGroup
Aspen Grove Capital, LLC50,323$7.05M1.19%-88413F-HRTimeline
IEQ CAPITAL, LLC49,697$6.96M0.02%-2,93613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding49,464$6.93M+9,386Timeline
Merit Financial Group, LLC49,267$6.9M0.06%-3,25113F-HR/ATimeline
Private Wealth Group, LLC48,622$6.81M3.39%-2,95213F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding47,494$6.65M+2,013Timeline
Americana Partners, LLC47,271$6.62M0.2%+20813F-HRTimeline
Meridian Wealth Advisors, LLC47,162$6.61M0.94%+16,82413F-HRTimeline
Cornerstone Advisory, LLC46,177$6.47M0.64%-2613F-HRTimeline
Cresset Asset Management, LLC45,344$6.35M0.03%+15913F-HR/ATimeline
Smithfield Trust Co44,703$6.26M0.28%-6613F-HRTimeline
SYNOVUS FINANCIAL CORP44,012$6.17M0.07%+56313F-HRTimeline
Shulman DeMeo Asset Management LLC43,799$6.13M1.41%-9713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC43,494$6.12M0.13%-48213F-HRTimeline
American Money Management, LLC43,596$6.11M1.02%-27413F-HRTimeline
Perennial Investment Advisors, LLC43,578$6.1M0.5%+2,65413F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding43,317$6.07M-14Timeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…42,526$5.96M0.08%+1,43513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC41,404$5.8M0.02%+3,11513F-HRTimelineGroup
TL Private Wealth40,990$5.66M2.27%-1,66813F-HRTimeline
Sunbelt Securities, Inc.39,580$5.54M0.38%+1,23413F-HRTimeline
FIRST HORIZON CORP39,173$5.49M0.26%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC38,927$5.45M0.24%-1,18013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP38,480$5.39M0.04%+9713F-HR/ATimelineGroup
WHITTIER TRUST CO38,045$5.35M0.06%-2,51213F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…38,149$5.34M0.09%-68713F-HRTimelineGroup
1834 INVESTMENT ADVISORS CO38,027$5.33M0.65%+2,48813F-HRTimeline
Mine & Arao Wealth Creation & Managemen…37,946$5.31M2.16%+1,09513F-HRTimeline
Strategent Financial, LLC37,921$5.31M3.8%-73113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO37,364$5.23M0.03%-26113F-HRTimelineGroup
Salomon & Ludwin, LLC35,731$5.03M0.45%-1,40013F-HRTimeline
Westside Investment Management, Inc.35,753$5.01M0.8%+57813F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC34,689$4.86M0.8%-40013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC34,196$4.79M0.29%+4,72713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\33,639$4.71M<0.01%-6,62513F-HRTimelineGroup
FOUNDERS GROVE WEALTH PARTNERS, LLC33,001$4.62M1.09%-63713F-HRTimeline
Firestone Capital Management32,965$4.62M1%+5613F-HRTimeline
Neumann Capital Management, LLC32,900$4.61M1.35%-1,20813F-HRTimeline
Johnson & White Wealth Management, LLC32,760$4.59M2.1%-19013F-HRTimeline
Black Diamond Financial, LLC31,325$4.39M0.49%+23,47213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC30,387$4.26M0.08%-43413F-HRTimeline
MYCIO WEALTH PARTNERS, LLC30,098$4.22M0.98%+17913F-HRTimeline
Lewis Asset Management, LLC30,085$4.21M1.73%+2,15213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC30,005$4.2M0.04%+75013F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co29,898$4.19M0.28%+7,16413F-HRTimelineGroup
NorthRock Partners, LLC29,797$4.17M0.08%+1,46213F-HRTimeline
American Trust29,626$4.15M0.35%-28113F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.29,553$4.14M0.27%-75613F-HRTimelineGroup
TD Waterhouse Canada Inc.29,523$4.14M0.03%-2,56513F-HRTimeline
Baltimore-Washington Financial Advisors…29,460$4.13M0.18%-133,94213F-HRTimeline
LifeSteps Financial, Inc.29,357$4.11M2.64%+913F-HRTimeline
NOVEM GROUP29,001$4.06M0.48%-19013F-HRTimeline
Balefire, LLC28,974$4.06M0.81%-14,29313F-HRTimeline
DAVENPORT & Co LLC28,176$3.95M0.02%-2,75413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC28,143$3.94M0.27%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,962$3.92M0.01%+6,27713F-HRTimelineGroup
Allworth Financial LP27,816$3.9M0.02%-17713F-HRTimeline
Prospera Financial Services Inc27,114$3.8M0.06%+5,89613F-HRTimeline
Waverly Advisors, LLC27,062$3.79M0.04%-1,02513F-HRTimeline
1832 Asset Management L.P.27,007$3.78M0.01%+50913F-HRTimeline
Forbes Financial Planning, Inc.27,027$3.77M2.49%-51613F-HRTimeline
Larson Financial Group LLC26,786$3.75M0.13%-18213F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…26,725$3.74M0.33%-42313F-HRTimelineGroup