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Disclosery

SDY SPDR SERIES TRUST

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SHS (fund)

1,223 managers (1,243 13F filers) reported a position in SDY shares at 2026-03-31, 63,461,045 shares in all. 70 filers opened a position and 52 filers sold out during the quarter.

Managers
1,223
13F filers
1,243
New
70
Added
358
Reduced
446
Sold out
52
Shares held by filers
63,461,045

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/7,319,410$1.07B0.08%+36,78513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,849,841$708M0.04%+9,14513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,059,540$447M0.14%-31,09913F-HRTimelineGroup
LPL Financial LLC2,998,124$438M0.12%-30,87013F-HRTimeline
Joel Isaacson & Co., LLC2,847,021$415M13.78%+58,59313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,199,849$321M0.06%+123,24413F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,021,684$295M0.06%-122,21413F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,681,498$245M-32,568Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,399,408$202M0.01%-25,28613F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,332,742$197M0.05%-202,57613F-HR/ATimelineGroup
Richard Bernstein Advisors LLC1,139,462$166M4.82%+120,77813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,103,411$161M+12,372Timeline
MAI Capital Management992,290$145M0.82%+200,54013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp930,325$136M0.02%-24,27113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC894,629$131M0.18%-37,82413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC782,740$114M0.45%+11,24313F-HRTimelineGroup
Cetera Investment Advisers742,602$108M0.12%-57,28313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP709,668$104M0.14%-28,04313F-HRTimelineGroup
Destination Wealth Management629,425$91.9M2.39%-24,32313F-HRTimeline
Janney Montgomery Scott LLC572,599$83.6M0.21%-32,57113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.514,315$75.1M0.11%+37,43513F-HRTimelineGroup
Capital Investment Advisors, LLC495,043$72.2M1.06%-7,52513F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP486,196$70.3M0.03%+29,08413F-HRTimelineGroup
HighTower Advisors, LLC479,126$69.9M0.07%-2,75413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP465,864$68M0.06%-12,12413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…460,743$67.2M0.04%-22,82713F-HRTimelineGroup
1ST SOURCE BANK450,028$65.7M3.39%-35,43013F-HRTimeline
Creative Planningin group Creative Planning439,196$64.1M0.04%-2,96513F-HRTimelineGroup
Elk River Wealth Management LLC422,523$61.7M10.24%+79913F-HRTimeline
J.Safra Asset Management Corp368,501$53.8M2.9%+14,63813F-HRTimeline
MML INVESTORS SERVICES, LLC351,909$51.4M0.14%-54,81213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC328,838$48M0.01%-2,80813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC304,381$44.4M0.05%+85,24313F-HRTimelineGroup
Legacy Financial Group LLC291,421$42.5M5.35%-11313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding290,366$42.4M+35,505Timeline
MONETA GROUP INVESTMENT ADVISORS LLC280,481$40.9M0.31%-3,68013F-HRTimeline
Clearstead Advisors, LLC280,240$40.9M0.37%+4,96313F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC278,651$40.7M7.31%-1,17413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…267,702$39.1M0.07%+9,38813F-HRTimelineGroup
Wolff Financial Management LLC259,984$37.9M8.38%+5,80913F-HRTimeline
Linscomb Wealth, Inc.256,908$37.5M1.67%-21,19513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.255,207$37.2M0.06%+10,55313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…223,643$32.7M0.07%-148,75813F-HRTimeline
Steward Partners Investment Advisory, L…216,208$31.6M0.16%-3,89213F-HRTimeline
Cambridge Investment Research Advisors,…209,957$30.6M0.08%-23,86913F-HRTimeline
Flaharty Asset Management, LLC197,469$28.8M3.58%-1,06113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC195,067$28.5M0.28%+1,11413F-HRTimelineGroup
Klingman & Associates, LLC189,356$27.6M1.32%-2,50913F-HRTimeline
Graves Light Lenhart Wealth, Inc.182,040$26.6M2.76%+9113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding180,678$26.4M+104,523Timeline
NWF Advisory Services Inc.178,029$26M2.93%-4,40113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…176,671$25.8M0.16%-7,77613F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.175,514$25.6M8.55%-36613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/159,419$23.3M0.01%-32,79613F-HRTimelineGroup
Regent Peak Wealth Advisors LLC152,147$22.2M4.53%+56,22313F-HRTimeline
Orion Porfolio Solutions, LLC150,882$22M0.19%-27,96313F-HRTimeline
SCOTIA CAPITAL INC.150,559$22M0.09%-72113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS145,619$21.3M0.04%+9,65313F-HRTimeline
Capital Advisors, Ltd. LLC145,591$21.2M2.41%-5013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.144,431$20.1M0.13%+10,41113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding131,878$19.2M-6,146Timeline
MERCER GLOBAL ADVISORS INC /ADV130,628$19.1M0.03%+20,09513F-HRTimeline
FMR LLCin group FMR LLC127,412$18.6M<0.01%+9,36713F-HRTimelineGroup
TigerOak Management, L.L.C.124,028$18.1M5.7%-34413F-HRTimeline
Baltimore-Washington Financial Advisors…122,734$17.9M0.77%+94,91813F-HRTimeline
Private Advisor Group, LLC113,505$16.6M0.08%-87213F-HRTimeline
Midwest Trust Co111,237$16.2M0.2%-2,29613F-HRTimeline
Mesirow Financial Investment Management…110,265$16.1M0.26%+19,69013F-HRTimeline
UMB Bank, n.a.109,023$15.9M0.22%-2,39413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BOKF, NAin group BOKF, NA107,806$15.7M0.24%+5,72713F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp106,752$15.6M0.41%-2,12613F-HRTimelineGroup
Hubbell Strickland Wealth Management, L…106,049$15.5M6.17%+1,61213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS100,874$14.7M0.01%-50,03913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC99,605$14.5M0.02%+5,81513F-HRTimelineGroup
Prosperity Consulting Group, LLC97,411$14.2M0.63%-79013F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC96,139$14M7.63%+25513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…95,803$14M0.01%-2,25413F-HRTimelineGroup
Sanctuary Advisors, LLC94,797$13.8M0.07%+3,20613F-HRTimeline
CRA Financial Services, LLC93,591$13.7M1.77%-5,59313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\92,725$13.5M0.02%-1,19413F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC92,702$13.5M0.45%+5113F-HRTimeline
MSH Capital Advisors LLC91,692$13.4M2.83%+7,73013F-HRTimeline
Fund Evaluation Group, LLC89,489$13.1M0.4%new13F-HRTimeline
HB Wealth Management, LLC89,123$13M0.08%-17013F-HRTimeline
&PARTNERS87,484$12.8M0.06%-21,50313F-HRTimeline
TD Waterhouse Canada Inc.87,295$12.7M0.04%+51,05313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC86,766$12.7M0.06%+6,23313F-HRTimelineGroup
CIBC WORLD MARKET INC.85,753$12.5M0.02%-17,94813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/85,447$12.5M0.01%+2,70013F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp84,834$12.4M0.04%-3,61713F-HR/ATimelineGroup
WESBANCO BANK INC83,246$12.1M0.34%-1,79313F-HRTimeline
BLAIR WILLIAM & CO/IL82,756$12.1M0.03%+5,55113F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …82,189$12M1.62%-4,67513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.81,952$12M0.78%-37513F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC80,317$11.7M0.24%-2,84313F-HRTimeline
World Investment Advisors79,562$11.6M0.19%-64313F-HRTimeline
IHT Wealth Management, LLC78,058$11.4M0.26%+90713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP77,839$11.4M<0.01%-3,25013F-HRTimelineGroup
SAGE RHINO CAPITAL LLC77,288$11.3M2.11%-1,12613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC76,476$11.2M0.21%-94513F-HRTimeline
GREENLEAF TRUST72,680$10.6M0.1%+31213F-HRTimeline
Evelyn Partners Investment Management (…71,922$10.5M3.61%-2,01013F-HRTimeline
CX Institutional71,880$10.5M0.32%-91313F-HRTimeline
Wealthspire Retirement, LLC71,445$10.4M0.63%+8,86713F-HRTimeline
Balefire, LLC71,408$10.4M1.96%+42,41013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP74,385$10.4M0.01%-25,50313F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC70,901$10.3M0.02%+3,04613F-HRTimelineGroup
Destiny Wealth Partners, LLC68,887$10.1M1.1%-20813F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC68,710$10M0.16%-63213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC65,729$9.59M0.14%-36213F-HRTimeline
KITCHING PARTNERS, LLC65,205$9.52M8.76%+4,12013F-HRTimeline
ALLIANCEBERNSTEIN L.P.68,283$9.5M<0.01%+3,19013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …64,817$9.46M0.12%+2,07713F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC63,587$9.28M1.86%-8,15013F-HRTimeline
NewEdge Advisors, LLC61,946$9.04M0.03%-15,74513F-HR/ATimeline
Strategic Family Wealth Counselors, L.L…61,113$8.92M2.34%-54113F-HRTimeline
Americana Partners, LLC60,619$8.85M0.23%-28,39813F-HRTimeline
Simmons Bankin group Simmons Bank59,083$8.62M0.58%-22113F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding58,905$8.6M-482Timeline
CWM, LLCin group CWM, LLC58,470$8.53M0.02%-10,49613F-HRTimelineGroup
Meridian Wealth Advisors, LLC58,158$8.49M1.12%+8,20813F-HRTimeline
MONECO ADVISORS, LLC57,270$8.36M0.65%-1,47613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding55,777$8.14M-1,506Timeline
Wellspring Financial Advisors, LLC55,218$8.06M0.61%-3,95913F-HRTimeline
EARNED WEALTH ADVISORS, LLC55,136$8.05M0.54%-2713F-HRTimeline
Corsicana & Co.59,010$8.01M5.07%+68013F-HRTimeline
Wealthspire Advisors, LLC54,537$7.96M0.06%+31513F-HRTimeline
Allworth Financial LP54,265$7.92M0.03%+1,49713F-HRTimeline
Cornerstone Wealth Management, LLC54,042$7.89M0.39%-91713F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …52,658$7.69M0.06%+77213F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP52,469$7.66M0.1%+12013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.52,419$7.65M0.01%13F-HRTimelineGroup
Beacon Pointe Advisors, LLC52,365$7.64M0.04%-3,68413F-HRTimeline
Premier Private Wealth Management LLC52,234$7.62M8.04%+59813F-HRTimeline
Whitegate Investment Counselors, Inc.51,569$7.53M2.39%-1,45913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC51,435$7.51M0.03%+8,48413F-HRTimelineGroup
Private Wealth Group, LLC51,361$7.5M3.5%+1,29013F-HR/ATimeline
Koenig Investment Advisory, LLC51,269$7.48M6.35%+2,14813F-HRTimeline
IEQ CAPITAL, LLC50,894$7.43M0.03%+35013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources50,788$7.41M<0.01%-1,22913F-HRTimelineGroup
Composition Wealth, LLC50,452$7.36M0.1%-5,87513F-HRTimeline
Aspen Grove Capital, LLC50,302$7.34M1.43%-3013F-HRTimeline
Aries Wealth Management49,715$7.26M1.6%-1,05513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP47,822$6.98M0.15%-1,03413F-HRTimeline
Cornerstone Advisory, LLC45,748$6.68M0.63%-57113F-HRTimeline
Merit Financial Group, LLC45,566$6.65M0.05%-2,41413F-HRTimeline
American Money Management, LLC45,518$6.64M1.05%+66713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…45,471$6.64M0.01%-1,131,10413F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC44,035$6.44M0.13%+86013F-HRTimeline
Perennial Investment Advisors, LLC43,976$6.42M0.51%+1,75913F-HRTimeline
Shulman DeMeo Asset Management LLC43,032$6.28M1.33%-26413F-HRTimeline
Arkadios Wealth Advisors42,854$6.25M0.1%-92113F-HRTimeline
Cresset Asset Management, LLC42,828$6.25M0.03%-6,22813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC42,688$6.23M0.15%+11,07513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC42,626$6.22M0.3%+34913F-HRTimeline
Mine & Arao Wealth Creation & Managemen…42,520$6.21M2.6%+1,26113F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding41,797$6.1M-315Timeline
SHRIER WEALTH MANAGEMENT, LLC41,228$6.02M2.2%+5,04013F-HRTimeline
TL Private Wealth40,235$5.93M2.34%-11413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC40,049$5.84M<0.01%+14,19313F-HRTimelineGroup
Sunbelt Securities, Inc.39,851$5.82M0.37%+24413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO39,809$5.81M0.03%+2,44513F-HRTimelineGroup
Houlihan Financial Resource Group, Ltd.39,092$5.71M2.22%-28113F-HRTimeline
FIRST HORIZON CORP39,035$5.7M0.24%-5613F-HRTimeline
Westside Investment Management, Inc.38,557$5.63M0.86%+1,05213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…37,781$5.51M0.08%-1,95913F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP37,406$5.46M0.04%013F-HRTimelineGroup
Torrey-Payne Wealth Management, LLC36,799$5.37M4.93%+39813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC36,556$5.33M0.23%-1,94813F-HRTimeline
Salomon & Ludwin, LLC35,002$5.11M0.46%-32313F-HRTimeline
EP Wealth Advisors, LLC34,485$5.03M0.02%+36413F-HRTimeline
Vestmark Advisory Solutions, Inc.34,279$5M0.06%+6613F-HRTimeline
Smithfield Trust Co34,156$4.99M0.22%-1,23813F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC34,127$4.98M0.79%-22513F-HRTimeline
J.W. COLE ADVISORS, INC.33,507$4.89M0.17%-22413F-HRTimeline
Strategent Financial, LLC33,371$4.87M3.31%-2,14213F-HRTimeline
WHITTIER TRUST CO32,531$4.76M0.05%-4,27913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.32,047$4.68M<0.01%+1,65013F-HRTimelineGroup
Firestone Capital Management31,786$4.64M0.97%-24513F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC31,735$4.63M1.05%-92013F-HRTimeline
1834 INVESTMENT ADVISORS CO31,089$4.54M0.57%-86713F-HRTimeline
LifeSteps Financial, Inc.30,836$4.5M2.85%+1,78513F-HRTimeline
MYCIO WEALTH PARTNERS, LLC30,480$4.45M0.89%+17413F-HRTimeline
Johnson & White Wealth Management, LLC30,340$4.43M1.87%-1,71313F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co30,135$4.4M0.29%+15513F-HRTimelineGroup
Prospera Financial Services Inc30,048$4.39M0.07%+60713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC30,056$4.39M0.08%+3813F-HRTimeline
NorthRock Partners, LLC29,528$4.31M0.07%-63413F-HRTimeline
NOVEM GROUP29,012$4.23M0.49%+1513F-HRTimeline
Lewis Asset Management, LLC28,898$4.22M1.72%-50213F-HRTimeline
Bravera Wealth28,723$4.19M1.89%-3,14913F-HRTimeline
Neumann Capital Management, LLC28,688$4.19M1.23%-4,02713F-HRTimeline
Black Diamond Financial, LLC28,442$4.15M0.45%-2513F-HRTimeline
Badgley Phelps Wealth Managers, LLC28,178$4.11M0.08%-1713F-HRTimeline
HARBOUR INVESTMENTS, INC.27,986$4.08M0.06%+13,87113F-HRTimeline
1832 Asset Management L.P.27,786$4.06M0.01%+50813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC27,546$4.02M0.03%-4,19913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC27,084$3.95M0.03%+9,87713F-HRTimelineGroup
Larson Financial Group LLC26,886$3.92M0.13%+8213F-HRTimeline
HighPoint Advisor Group LLC26,885$3.92M0.16%+2,50613F-HRTimeline