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Disclosery

SDY SPDR SERIES TRUST

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SHS (fund)

1,221 managers (1,239 13F filers) reported a position in SDY shares at 2025-12-31, 65,457,651 shares in all. 68 filers opened a position and 46 filers sold out during the quarter.

Managers
1,221
13F filers
1,239
New
68
Added
354
Reduced
420
Sold out
46
Shares held by filers
65,457,651

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/7,282,625$1.01B0.07%-73,94913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,840,696$674M0.04%+95,87813F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,090,639$430M0.13%-25,90513F-HRTimelineGroup
LPL Financial LLC3,028,994$422M0.12%-2,47913F-HRTimeline
Joel Isaacson & Co., LLC2,788,428$388M12.81%+121,36813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,143,898$298M0.05%-5,07013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,076,605$289M0.06%+39,57213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,714,066$239M-18,619Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,535,318$213M0.05%-17,66313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,424,694$198M0.01%+29,63513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,176,575$164M0.22%+1,148,61313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,091,039$152M-5,938Timeline
Richard Bernstein Advisors LLC1,018,684$142M4.17%-20,69513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp954,596$133M0.02%+2,83713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC932,453$130M0.17%-34,28513F-HRTimeline
Cetera Investment Advisers799,885$111M0.12%+6,96013F-HRTimeline
MAI Capital Management791,750$110M0.64%+19,36813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC771,497$107M0.41%+2,90513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP737,711$103M0.14%-10,03013F-HRTimelineGroup
Destination Wealth Management653,748$91M2.38%-44,45113F-HRTimeline
Janney Montgomery Scott LLC605,170$84.2M0.19%+1,23113F-HRTimeline
Capital Investment Advisors, LLC502,568$69.9M1.07%-7,75213F-HRTimeline
1ST SOURCE BANK485,458$67.6M3.54%-122,13813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…483,570$67.3M0.04%-100,63413F-HRTimelineGroup
HighTower Advisors, LLC481,880$67.1M0.07%-6,07413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP477,988$66.5M0.06%+28,01213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.476,880$66.4M0.1%-2,89613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP457,112$63.6M0.04%+30,28513F-HRTimelineGroup
Creative Planningin group Creative Planning442,161$61.5M0.04%-23,27613F-HRTimelineGroup
Elk River Wealth Management LLC421,724$58.5M9.4%+3,30713F-HRTimeline
MML INVESTORS SERVICES, LLC406,721$56.6M0.14%+97113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…372,401$53M0.07%-6,01613F-HRTimeline
J.Safra Asset Management Corp353,863$49.2M2.58%+11,50313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC331,646$46.2M0.01%-2,62113F-HR/ATimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC325,101$45.2M0.58%+101,57613F-HRTimeline
Legacy Financial Group LLC291,534$44.5M5.5%+1,90613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC284,161$39.5M0.3%+11,18413F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC279,825$38.9M7.04%-1,66213F-HRTimeline
Linscomb Wealth, Inc.278,103$38.7M1.62%-26013F-HRTimeline
Clearstead Advisors, LLC275,277$38.3M0.48%-1,89213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…258,314$35.9M0.06%+12,71813F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding254,861$35.5M+12,430Timeline
Wolff Financial Management LLC254,175$35.4M7.95%+6,93613F-HRTimeline
Nan Shan Life Insurance Co., Ltd.247,496$34.4M1.06%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.244,654$34M0.05%+47,67513F-HRTimelineGroup
Cambridge Investment Research Advisors,…233,826$32.5M0.09%-4,97813F-HRTimeline
Steward Partners Investment Advisory, L…220,100$30.6M0.17%+3,65113F-HRTimeline
Mariner, LLCin group Mariner, LLC219,138$30.5M0.04%-1,67913F-HRTimelineGroup
Lanham O'Dell & Company, Inc.217,246$30.2M8.7%+18,27913F-HRTimeline
Flaharty Asset Management, LLC198,530$27.6M3.45%-15,17013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC193,953$27M0.3%+10,56713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/192,215$26.7M0.01%-2,49813F-HRTimelineGroup
Klingman & Associates, LLC191,865$26.7M1.29%-2,00113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…184,447$25.7M0.15%+63,36013F-HRTimelineGroup
NWF Advisory Services Inc.182,430$25.4M2.81%-3,68713F-HRTimeline
Graves Light Lenhart Wealth, Inc.181,949$25.3M2.69%-41413F-HRTimeline
Orion Porfolio Solutions, LLC178,845$24.9M0.18%-17,27413F-HRTimeline
Jackson, Grant Investment Advisers, Inc.175,880$24.5M8.06%+23013F-HRTimeline
SCOTIA CAPITAL INC.151,280$21M0.08%-6,31713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS150,913$21M0.01%+100,30813F-HRTimelineGroup
Capital Advisors, Ltd. LLC145,641$20.3M2.29%-84113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding138,024$19.2M+36,729Timeline
CAPTRUST FINANCIAL ADVISORS135,966$18.9M0.04%-1,18313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.134,020$18.7M0.13%+8,30813F-HRTimelineGroup
TigerOak Management, L.L.C.124,372$17.3M5.28%-1,17513F-HRTimeline
FMR LLCin group FMR LLC118,045$16.4M<0.01%-58613F-HRTimelineGroup
COMERICA BANK114,551$15.9M0.06%-2,38613F-HRTimeline
Private Advisor Group, LLC114,377$15.9M0.07%+5,95913F-HRTimeline
Midwest Trust Co113,533$15.8M0.2%+2,79213F-HRTimeline
UMB Bank, n.a.111,417$15.5M0.21%-2,99513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MERCER GLOBAL ADVISORS INC /ADV110,533$15.4M0.02%+4,86213F-HRTimeline
&PARTNERS108,987$15.2M0.08%+9,99813F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp108,878$15.2M0.39%+2,04513F-HRTimelineGroup
Hubbell Strickland Wealth Management, L…104,437$14.5M5.85%-95113F-HRTimeline
CIBC WORLD MARKET INC.103,701$14.4M0.03%+11,07313F-HRTimeline
BOKF, NAin group BOKF, NA102,079$14.2M0.22%+62213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP99,888$13.9M0.02%+21,80913F-HR/ATimelineGroup
CRA Financial Services, LLC99,184$13.8M1.81%-1,53513F-HRTimeline
Prosperity Consulting Group, LLC98,201$13.7M0.61%-3,64813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…98,057$13.6M0.01%+2,61413F-HR/ATimelineGroup
Regent Peak Wealth Advisors LLC95,924$13.3M2.63%-2,36113F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC95,884$13.3M7.32%+2,11213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\93,919$13.1M0.02%+29413F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC93,790$13.1M0.02%+21,36913F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC92,651$12.9M0.41%-1,06013F-HRTimeline
Sanctuary Advisors, LLC91,591$12.7M0.07%-5213F-HRTimeline
Mesirow Financial Investment Management…90,575$12.6M0.26%-12,86913F-HRTimeline
HB Wealth Management, LLC89,293$12.4M0.08%+82313F-HRTimeline
Americana Partners, LLC89,017$12.4M0.34%+41,74613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp88,451$12.3M0.04%-2,29713F-HR/ATimelineGroup
Holt Capital Advisors, L.L.C. dba Holt …86,864$12.1M1.62%+27,25313F-HRTimeline
WESBANCO BANK INC85,039$11.8M0.33%-42113F-HRTimeline
MSH Capital Advisors LLC83,962$11.7M2.5%+2,85813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC83,160$11.6M0.25%-10,14013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/82,747$11.5M0.01%-88913F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.82,327$11.5M0.76%013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP81,089$11.3M<0.01%-12,17913F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC80,533$11.2M0.06%-4,17713F-HRTimelineGroup
World Investment Advisors80,205$11.2M0.18%+6,74413F-HR/ATimeline
SAGE RHINO CAPITAL LLC78,414$10.9M2.06%+79513F-HRTimeline
NewEdge Advisors, LLC77,691$10.8M0.04%-5,55813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC77,421$10.8M0.2%+11613F-HRTimeline
BLAIR WILLIAM & CO/IL77,205$10.7M0.03%+3,12513F-HRTimeline
IHT Wealth Management, LLC77,151$10.7M0.26%-64713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding76,155$10.6M-814Timeline
Evelyn Partners Investment Management (…73,932$10.3M3.34%-1,75313F-HRTimeline
Destiny Wealth Partners, LLC69,095$10.1M1.16%+1413F-HRTimeline
CX Institutional72,793$10.1M0.3%-74613F-HRTimeline
GREENLEAF TRUST72,368$10.1M0.09%+59413F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC71,737$9.98M2.09%-6,93613F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC69,342$9.65M0.14%+1,55113F-HRTimeline
CWM, LLCin group CWM, LLC68,966$9.6M0.03%-33,38413F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC67,855$9.44M0.01%+3,69813F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC66,091$9.2M0.14%+213F-HRTimeline
ALLIANCEBERNSTEIN L.P.65,093$9.06M<0.01%+2,68713F-HRTimeline
Strategic Family Wealth Counselors, L.L…61,654$8.96M2.01%-1,14313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …62,740$8.73M0.12%+1,08613F-HRTimelineGroup
Wealthspire Retirement, LLC62,578$8.71M0.53%-2,91813F-HRTimeline
KITCHING PARTNERS, LLC61,085$8.5M7.76%-15,04213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding59,387$8.26M-339Timeline
Simmons Bankin group Simmons Bank59,304$8.25M0.55%-1,27513F-HRTimelineGroup
Wellspring Financial Advisors, LLC59,177$8.24M0.65%-70213F-HRTimeline
MONECO ADVISORS, LLC58,746$8.18M0.65%-1,26413F-HRTimeline
Corsicana & Co.58,330$8.12M4.56%-36513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding57,283$7.97M+7,819Timeline
Composition Wealth, LLC56,327$7.84M0.11%-2,13613F-HRTimeline
Beacon Pointe Advisors, LLC56,049$7.8M0.05%-95813F-HRTimeline
Premier Private Wealth Management LLC51,636$7.7M7.99%13F-HRTimeline
EARNED WEALTH ADVISORS, LLC55,163$7.68M0.54%+51,66513F-HR/ATimeline
Cornerstone Wealth Management, LLC54,959$7.65M0.4%-3,71113F-HRTimeline
Koenig Investment Advisory, LLC49,121$7.62M6.18%13F-HRTimeline
Wealthspire Advisors, LLC54,222$7.55M0.06%-1,90613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.53,601$7.46M0.01%-81613F-HRTimelineGroup
Whitegate Investment Counselors, Inc.53,028$7.38M2.31%+3013F-HRTimeline
Allworth Financial LP52,768$7.34M0.03%+24,95213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP52,349$7.29M0.09%-92713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources52,017$7.24M<0.01%-1,60913F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …51,886$7.22M0.05%13F-HR/ATimelineGroup
Aries Wealth Management50,770$7.07M1.56%-65913F-HRTimeline
IEQ CAPITAL, LLC50,544$7.03M0.02%+84713F-HRTimeline
Aspen Grove Capital, LLC50,332$7M1.21%+913F-HRTimeline
Private Wealth Group, LLC50,071$6.97M3.34%+1,44913F-HRTimeline
Meridian Wealth Advisors, LLC49,950$6.95M0.96%+2,78813F-HRTimeline
Cresset Asset Management, LLC49,056$6.83M0.03%+3,71213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP48,856$6.8M0.14%-2,62313F-HRTimeline
Merit Financial Group, LLC47,980$6.68M0.05%-1,28713F-HRTimeline
Cornerstone Advisory, LLC46,319$6.45M0.61%+14213F-HRTimeline
Climber Capital SA46,537$6.3M4.11%13F-HRTimeline
American Money Management, LLC44,851$6.24M0.98%+1,25513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC43,175$6.14M0.13%-31913F-HRTimeline
Arkadios Wealth Advisors43,775$6.09M0.12%+19,13013F-HRTimeline
Shulman DeMeo Asset Management LLC43,296$6.03M1.37%-50313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC42,951$6.01M0.02%+1,54713F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC42,277$5.88M0.28%+8,08113F-HRTimeline
Perennial Investment Advisors, LLC42,217$5.87M0.46%-1,36113F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding42,112$5.86M-1,205Timeline
TL Private Wealth40,349$5.79M2.23%-64113F-HR/ATimeline
Mine & Arao Wealth Creation & Managemen…41,259$5.74M2.25%+3,31313F-HRTimeline
Houlihan Financial Resource Group, Ltd.39,373$5.64M2.15%+21,48113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…39,740$5.53M0.07%-2,78613F-HRTimelineGroup
Sunbelt Securities, Inc.39,607$5.51M0.37%+2713F-HRTimeline
FIRST HORIZON CORP39,091$5.44M0.24%-8213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC38,504$5.36M0.25%-42313F-HRTimeline
Torrey-Payne Wealth Management, LLC36,401$5.34M4.79%13F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…38,029$5.29M0.09%-12013F-HRTimelineGroup
WHITTIER TRUST CO36,810$5.24M0.06%-1,23513F-HRTimeline
Westside Investment Management, Inc.37,505$5.22M0.83%+1,75213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP37,406$5.21M0.03%-1,07413F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO37,364$5.2M0.03%013F-HRTimelineGroup
TD Waterhouse Canada Inc.36,242$5.04M0.03%+6,71913F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC36,188$5.04M1.98%13F-HRTimeline
Salomon & Ludwin, LLC35,325$4.97M0.44%-40613F-HRTimeline
Strategent Financial, LLC35,513$4.94M3.13%-2,40813F-HRTimeline
Smithfield Trust Co35,394$4.93M0.22%-9,30913F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC34,352$4.78M0.75%-33713F-HRTimeline
Vestmark Advisory Solutions, Inc.34,213$4.76M0.06%+18,44513F-HRTimeline
EP Wealth Advisors, LLC34,121$4.75M0.02%13F-HRTimeline
Stablepoint Partners, LLC33,006$4.59M0.72%+16,75713F-HRTimeline
Neumann Capital Management, LLC32,715$4.55M1.32%-18513F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC32,655$4.54M1.02%-34613F-HRTimeline
Johnson & White Wealth Management, LLC32,053$4.46M1.94%-70713F-HRTimeline
Firestone Capital Management32,031$4.46M0.95%-93413F-HRTimeline
1834 INVESTMENT ADVISORS CO31,956$4.45M0.56%-6,07113F-HRTimeline
Bravera Wealth31,872$4.44M2.22%13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC31,745$4.42M0.04%+1,74013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC31,613$4.4M0.21%+3,47013F-HRTimeline
MGO ONE SEVEN LLC30,718$4.27M0.09%+8,15513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.30,397$4.23M<0.01%+7,81813F-HRTimelineGroup
MYCIO WEALTH PARTNERS, LLC30,306$4.22M0.87%+20813F-HRTimeline
NorthRock Partners, LLC30,162$4.2M0.07%+36513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC30,018$4.18M0.08%-36913F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co29,980$4.17M0.27%+8213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,545$4.11M<0.01%+10,69613F-HRTimelineGroup
Prospera Financial Services Inc29,441$4.1M0.07%+2,32713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\29,468$4.1M<0.01%-4,17113F-HRTimelineGroup
Lewis Asset Management, LLC29,400$4.09M1.67%-68513F-HRTimeline
American Trust29,120$4.05M0.34%-50613F-HRTimeline
LifeSteps Financial, Inc.29,051$4.04M2.59%-30613F-HRTimeline
Balefire, LLC28,998$4.04M0.79%+2413F-HRTimeline
NOVEM GROUP28,997$4.04M0.47%-413F-HRTimeline