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Disclosery

SDY SPDR SERIES TRUST

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SHS (fund)

Filings received so far for Q3 2026: 78 13F filers report a position in SDY shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Graves Light Lenhart Wealth, Inc.180,803$26.5M2.48%-77513F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC126,841$18.6M0.31%-5,45413F-HRTimeline
CX Institutional79,132$11.6M0.31%+5,10113F-HRTimeline
Balefire, LLC59,678$8.74M1.37%-8,07613F-HRTimeline
Koenig Investment Advisory, LLC57,642$8.44M6.18%+5,26313F-HRTimeline
Shulman DeMeo Asset Management LLC41,078$6.07M1.2%-64813F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC32,991$4.83M1.24%-11,78013F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV30,218$4.43M3.81%+50013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…25,303$3.71M0.32%-3513F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.22,585$3.31M0.19%-86613F-HRTimelineGroup
Farther Finance Advisors, LLC21,036$3.08M0.02%-25813F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC18,112$2.65M0.03%+1,23613F-HRTimeline
Avidian Wealth Enterprises, LLC17,903$2.62M0.07%+80413F-HRTimeline
Wedmont Private Capital15,415$2.3M0.06%+19513F-HRTimeline
Cadent Capital Advisors, LLC14,806$2.17M0.46%+52113F-HRTimeline
Councilor Wealth, LLC10,672$1.56M0.64%+913F-HRTimeline
Investors Research Corp10,412$1.53M0.27%-24413F-HRTimeline
McNaughton Wealth Management, LLC10,043$1.47M0.51%+113F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC9,853$1.44M0.93%+14313F-HRTimeline
Weaver Consulting Group8,648$1.27M0.25%-913F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC7,756$1.14M0.16%+30713F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.7,299$1.07M0.58%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC6,614$969K0.06%-18513F-HRTimeline
Coastline Trust Co6,188$906K0.08%-2,56013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Dickmeyer Boyce Financial Management, I…5,340$782K0.4%+1013F-HRTimeline
DECISION INVESTMENTS, INC4,967$728K0.67%-8013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,683$686K0.14%013F-HRTimeline
Everhart Financial Group, Inc.4,535$664K0.04%+213F-HRTimeline
KWMG, LLC4,248$622K0.04%-3613F-HRTimeline
SACKS & ASSOCIATES, LLC4,129$605K0.42%013F-HRTimeline
Martin Capital Partners, LLC4,043$592K0.21%+10613F-HRTimeline
Kaydan Wealth Management, Inc.4,031$590K0.2%-87313F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…3,953$579K0.08%013F-HRTimeline
Valeo Financial Advisors, LLC3,804$557K0.01%+1613F-HRTimeline
Apella Capital, LLC3,653$538K0.01%+25713F-HRTimeline
Stonebridge Financial Group, LLC3,560$521K0.04%013F-HRTimeline
Emprise Bank3,474$509K0.19%013F-HRTimeline
Sound Income Strategies, LLC3,325$497K0.02%+21213F-HRTimeline
YHB Investment Advisors, Inc.3,039$445K0.03%-1013F-HRTimeline
Heartwood Wealth Advisors LLC2,910$426K0.03%013F-HRTimeline
Acropolis Investment Management, LLC2,885$423K0.02%013F-HRTimeline
Echo45 Advisors LLC2,859$419K0.19%new13F-HRTimeline
Hardin Capital Partners, LLC2,848$417K0.2%+213F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,748$403K0.01%-23613F-HRTimeline
S.E.E.D. Planning Group LLC2,687$394K0.1%013F-HRTimeline
GAMMA Investing LLC2,641$387K0.01%-1913F-HRTimeline
KFA Private Wealth Group, LLC2,485$364K0.09%+313F-HRTimeline
Friday Financial2,447$361K0.07%+54513F-HRTimeline
First Heartland Consultants, Inc.2,339$343K0.02%+10013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC2,332$342K0.02%013F-HRTimeline
Intelligence Driven Advisers, LLC2,325$341K0.06%+1413F-HRTimeline
DAVIDSON TRUST CO2,261$331K0.13%013F-HRTimeline
Gainplan LLC2,139$313K0.12%013F-HRTimeline
Factor Wealth Management LTD2,000$293K0.04%-18013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp1,894$277K0.03%013F-HRTimelineGroup
Worth Asset Management, LLC1,819$266K0.08%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,806$265K0.02%013F-HRTimeline
Venture Visionary Partners LLC1,576$231K0.01%-9813F-HRTimeline
Whalen Wealth Management Inc.1,517$222K0.1%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,488$218K<0.01%new13F-HRTimelineGroup
Bangor Savings Bank1,481$217K0.02%013F-HRTimeline
Versant Capital Management, Inc1,411$207K0.02%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,152$169K0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC1,088$159K<0.01%-3613F-HRTimeline
Horizons Wealth Management850$125K0.08%13F-HRTimeline
Wealth Enhancement Trust Services, Inc.706$103K0.01%013F-HRTimeline
Grove Bank & Trust582$85.3K0.01%013F-HRTimeline
EASTERN BANK382$56K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton278$40.7K0.01%013F-HRTimeline
Noble Wealth Management PBC241$35.3K0.02%013F-HRTimeline
ATWOOD & PALMER INC200$29.3K<0.01%013F-HRTimeline
Quintet Private Bank (Europe) S.A.126$18.5K<0.01%+6313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC69$10.1K<0.01%013F-HRTimeline
Sarver Vrooman Wealth Advisors64$9.39K0.01%013F-HRTimeline
Bank & Trust Co50$7.32K<0.01%013F-HRTimeline
Planning Strategies Inc.47$6.88K<0.01%-113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP40$5.86K<0.01%-1013F-HRTimeline
Central Pacific Bank - Trust Division18$2.64K<0.01%013F-HRTimeline