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Disclosery

SLYV SPDR SERIES TRUST

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SHS (fund)

610 managers (621 13F filers) reported a position in SLYV shares at 2026-06-30, 30,402,199 shares in all. 50 filers opened a position and 29 filers sold out during the quarter.

Managers
610
13F filers
621
New
50
Added
194
Reduced
246
Sold out
29
Shares held by filers
30,402,199

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
LPL Financial LLC7,166,475$782M0.18%+1,995,32613F-HRTimeline
Financial Engines Advisors L.L.C.1,038,990$113M0.2%-44,48313F-HRTimeline
Cannon Financial Strategists, Inc.1,001,138$109M12.43%-6,91713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/960,074$105M0.01%-84,11513F-HRTimelineGroup
NorthRock Partners, LLC834,093$91M1.32%+36,18113F-HRTimeline
Pacific Life Fund Advisors LLC565,677$61.7M6.79%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY556,313$60.7M<0.01%-13113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC545,069$59.6M0.01%-51,11713F-HRTimelineGroup
Convergence Financial, LLC381,642$41.6M3.31%+180,51613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding379,806$41.4M+25,665Timeline
Goelzer Investment Management, Inc.374,631$40.9M1.78%-416,50113F-HRTimeline
WCG Wealth Advisors LLC367,902$40.1M0.95%-12,74413F-HRTimeline
Creative Planningin group Creative Planning324,356$35.4M0.02%-30,40813F-HRTimelineGroup
Rodgers & Associates, LTD322,641$35.2M3.2%-1,26313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.318,546$34.8M0.21%+18,39613F-HRTimelineGroup
Fragasso Financial Advisors Inc305,286$33.3M1.78%-4,79413F-HRTimeline
Dean, Jacobson Financial Services, LLC288,425$31.5M17.32%-2,28013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC280,730$30.6M0.04%-5,32413F-HRTimelineGroup
Klingman & Associates, LLC279,909$30.5M1.3%-1,13213F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC278,220$30.4M2.3%-6,59713F-HRTimeline
Evensky & Katz LLC254,349$27.8M1.43%-12,35613F-HRTimeline
Waverly Advisors, LLC230,724$25.2M0.15%-4,78513F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…255,802$24.2M1.49%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.219,289$23.9M0.03%-8,45713F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…219,319$23.9M2.02%13F-HRTimelineGroup
One Day In July LLC217,834$23.8M1.65%+16,57113F-HRTimeline
Wrenne Financial Planning LLC211,985$23.1M7.81%+9,02113F-HRTimeline
First National Trust Co210,616$23M0.78%+1,44413F-HRTimeline
OpenArc Corporate Advisory, LLC200,367$21.9M0.26%-18,23613F-HRTimeline
HighTower Advisors, LLC199,840$21.8M0.02%-13,13013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…197,628$21.1M0.04%-14,15513F-HRTimeline
Financial Strategies Group, Inc.188,300$20.6M3.29%+3,55113F-HRTimeline
GHP Investment Advisors, Inc.184,716$20.2M0.74%+2,92713F-HRTimeline
FAS Wealth Partners, Inc.184,101$20.1M1.05%+7,09413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN183,331$20M<0.01%-78,34413F-HRTimelineGroup
Key Financial Inc180,724$19.7M3.23%-2,31513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC178,621$19.5M0.02%-13,36713F-HRTimeline
Avantax Planning Partners, Inc.176,693$19.3M0.48%-7,07013F-HRTimeline
American Financial Advisors, LLC161,395$17.6M2.12%-88,31213F-HRTimeline
TIAAgroup of 5 filers holding158,807$17.3M+2,026Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC154,964$16.9M<0.01%-75,89613F-HR/ATimelineGroup
SAGE FINANCIAL GROUP INC152,819$16.7M0.92%-6,24513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP150,501$16.4M0.01%+17,60013F-HRTimelineGroup
Geneos Wealth Management Inc.142,458$15.5M0.32%+25,90113F-HRTimeline
Optimist Retirement Group LLC136,908$14.9M5.76%-19413F-HRTimeline
Lutz Financial Services LLC136,271$14.9M0.91%-2,17913F-HRTimeline
UBS Group AGgroup of 2 filers holding135,282$14.8M-15,895Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.130,437$14.2M0.02%+5,34013F-HRTimelineGroup
CarsonAllaria Wealth Management, Ltd.129,564$14.1M6.13%+5,12913F-HRTimeline
STEVENS CAPITAL PARTNERS128,076$14M2.66%+26,92613F-HRTimeline
Triangle Securities Wealth Management124,315$13.6M2.69%+3413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BIP Wealth, LLC121,966$13.3M0.38%+6,91513F-HRTimeline
Rothschild Wealth LLC119,184$13M1.04%-9,62413F-HRTimeline
Cambridge Investment Research Advisors,…115,867$12.6M0.03%-7,06213F-HR/ATimeline
Asset Dedication, LLC106,354$11.6M0.73%-4,84513F-HRTimeline
LPWM LLC101,312$11.1M2.45%+48913F-HRTimeline
N.E.W. Advisory Services LLC99,101$10.8M0.72%-5,10213F-HRTimeline
Avior Wealth Management, LLC99,126$10.8M0.28%+29,90213F-HRTimeline
Capasso Planning Partners LLC97,845$10.7M5.32%-1,33813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC97,149$10.6M<0.01%+5,37213F-HRTimelineGroup
Cetera Investment Advisers94,166$10.3M0.01%+2,95713F-HRTimeline
Rockbridge Investment Management, LCC92,717$10.1M0.82%-1,66513F-HRTimeline
Mariner, LLCin group Mariner, LLC88,473$9.65M0.01%-9,91313F-HRTimelineGroup
Modera Wealth Management, LLC87,923$9.59M0.1%-4313F-HRTimeline
Diversified Enterprises, LLC87,234$9.52M0.46%+64313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…85,389$9.32M0.01%+82,07513F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC90,729$9.24M0.03%+45,49713F-HRTimelineGroup
TRB Wealth Management, LLC83,737$9.14M1.22%+1,00913F-HRTimeline
Trilogy Capital Inc.81,461$8.89M0.35%+9,86513F-HRTimeline
MATHER GROUP, LLC.81,169$8.86M0.08%-1,45713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC80,491$8.78M<0.01%+5,02313F-HRTimelineGroup
Private Advisor Group, LLC80,103$8.74M0.04%-79,01713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV79,112$8.63M0.01%+14,31013F-HR/ATimeline
Leicht Financial Planning & Wealth Mana…78,485$8.56M3.51%new13F-HRTimeline
Arnold Financial Planning LLC75,505$8.24M6.14%+1,24813F-HRTimeline
Symphony Financial, Ltd. Co.75,656$8.23M0.9%+4,91513F-HRTimeline
NWAM LLC74,379$8.12M0.41%-14,88813F-HRTimeline
KWB Wealth71,378$7.79M0.67%+61,41913F-HRTimeline
Morrissey Wealth Management, LLC72,196$7.51M4.72%13F-HRTimeline
Cambridge Financial Group, LLC68,669$7.49M2.36%-1,11713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT68,241$7.45M0.11%+1,76913F-HR/ATimeline
MONECO ADVISORS, LLC67,943$7.41M0.45%+5,78813F-HRTimeline
AIRE ADVISORS, LLC66,815$7.29M1.19%-27713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA65,181$7.11M<0.01%+39313F-HRTimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …63,149$6.89M0.9%013F-HRTimeline
Kingsview Wealth Management, LLC62,404$6.81M0.08%-6,52613F-HRTimeline
Roberts Financial Services LLC61,436$6.7M1.96%-10113F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC60,684$6.62M0.87%-85113F-HRTimeline
Palisades Hudson Asset Management, L.P.59,924$6.54M2.29%-2,15013F-HRTimeline
IHT Wealth Management, LLC59,287$6.47M0.14%+7613F-HRTimeline
Marathon Mission, Inc.54,505$5.95M2.97%+73213F-HRTimeline
Probity Advisors, Inc.53,973$5.89M0.84%-1,98513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…53,316$5.82M0.1%-7,84013F-HRTimelineGroup
Midwest Trust Co52,831$5.76M0.07%-96213F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.52,529$5.62M3.43%+74213F-HRTimeline
MML INVESTORS SERVICES, LLC51,001$5.56M0.01%+5,15813F-HRTimeline
Nvest Wealth Strategies, Inc.50,259$5.48M3.45%+2813F-HRTimeline
Salomon & Ludwin, LLC50,142$5.45M0.45%-2,11313F-HRTimeline
Hamilton Capital, LLC49,600$5.41M0.27%+3,08513F-HRTimeline
Sankala Group LLC46,415$5.12M3.42%+3,17813F-HRTimeline
New Hampshire Trust46,224$5.04M0.95%-54713F-HRTimeline
Strategies Wealth Advisors, LLC44,937$4.9M0.44%-2,51613F-HRTimeline
BALANCED WEALTH GROUP LLC44,826$4.89M1.55%-82,22013F-HRTimeline
Compton Financial Group, LLC44,658$4.87M0.94%new13F-HRTimeline
Farther Finance Advisors, LLC43,806$4.78M0.04%+4,40513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP43,054$4.7M0.01%+1,11113F-HR/ATimelineGroup
TAGStone Capital, Inc.42,400$4.63M1.47%-1,54913F-HRTimeline
Gladstone Institutional Advisory LLC41,022$4.48M0.14%+5,00913F-HRTimeline
Councilor Wealth, LLC40,877$4.46M1.8%-2,35213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS40,833$4.46M0.01%+1,28413F-HRTimeline
IFG Advisory, LLC40,806$4.45M0.16%new13F-HRTimeline
Chicago Partners Investment Group LLC39,895$4.32M0.09%+26113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding39,704$4.31M+11,678Timeline
BAILARD, INC.38,460$4.2M0.09%+2713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP38,365$4.19M0.01%+33113F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC38,302$4.18M0.16%+29,27913F-HRTimeline
Krilogy Financial LLC38,219$4.17M0.12%-82013F-HRTimeline
Janney Montgomery Scott LLC37,771$4.12M0.01%+4,57213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC37,501$4.09M<0.01%-52113F-HRTimelineGroup
Prestige Wealth Management Group LLC36,613$3.99M0.73%+28213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC35,542$3.88M0.01%-2,27313F-HRTimelineGroup
Carolina Wealth Management Inc35,453$3.87M1.78%13F-HRTimeline
CALTON & ASSOCIATES, INC.35,035$3.82M0.56%-16,19613F-HRTimeline
Paragon Capital Management Ltd34,896$3.81M0.72%-1,14713F-HRTimeline
Integrated Wealth Concepts LLC33,764$3.68M0.02%+5,79713F-HR/ATimeline
Tradition Wealth Management, LLC33,584$3.66M0.22%+26713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding33,276$3.63M-5,476Timeline
Aptus Capital Advisors, LLC33,158$3.62M0.03%+313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC33,070$3.61M0.01%-96513F-HRTimelineGroup
Financial Guidance Group, Inc.32,948$3.59M1.35%+313F-HRTimeline
Larson Financial Group LLC32,086$3.5M0.09%-1,08713F-HRTimeline
Tortoise Investment Management, LLC32,052$3.5M0.26%-20013F-HRTimeline
Partners in Financial Planning31,729$3.46M0.52%+813F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp31,636$3.45M0.17%+4,15013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC31,412$3.43M0.02%+4,04613F-HRTimeline
Meredith Wealth Planning31,354$3.42M0.81%+26813F-HRTimeline
Collier Financial31,176$3.4M2.33%+30,46213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,110$3.39M<0.01%+11,18913F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC30,194$3.29M0.02%-76613F-HRTimeline
Junk Investment Group, LLC29,904$3.26M1.44%-8113F-HRTimeline
Perennial Investment Advisors, LLC29,831$3.26M0.22%-55913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO29,937$3.26M<0.01%+1,69413F-HRTimelineGroup
Marotta Asset Management29,850$3.25M0.54%-5,81313F-HRTimeline
Pinnacle Family Advisors, LLC29,336$3.2M1.34%+1,67013F-HRTimeline
Livet Wealth, LLC29,170$3.18M1.84%-1,31513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC28,140$3.07M0.12%+2,46413F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC27,953$3.05M0.62%-7713F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV27,495$3M2.53%+1,61413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC26,972$2.94M0.03%-32213F-HRTimelineGroup
True Blue Financial, LLC26,561$2.9M1.22%new13F-HRTimeline
MidFirst Bank26,291$2.87M0.2%-11813F-HRTimeline
Global Retirement Partners, LLC26,280$2.87M0.04%13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP26,252$2.86M<0.01%+10,27213F-HRTimelineGroup
FLOW TRADERS U.S. LLC25,481$2.78M0.11%new13F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC25,140$2.74M0.56%-1,07913F-HRTimeline
FMR LLCin group FMR LLC25,100$2.74M<0.01%+4,98613F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management24,206$2.64M0.03%-17913F-HRTimelineGroup
Savvy Advisors, Inc.24,002$2.62M0.06%-2,63113F-HRTimeline
CM WEALTH ADVISORS LLC23,904$2.61M0.47%013F-HRTimeline
MAI Capital Management23,261$2.54M0.01%+37713F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS22,796$2.49M0.25%new13F-HRTimeline
Leslie Global Wealth, LLC22,587$2.46M0.96%-1,03413F-HRTimeline
Indie Asset Partners, LLC22,563$2.46M2.36%+96513F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…22,434$2.45M0.69%-48313F-HRTimeline
Summit Financial, LLC21,969$2.4M0.03%-24913F-HRTimeline
Pacific Sun Financial Corp21,866$2.39M0.98%-21013F-HRTimeline
Valmark Advisers, Inc.21,802$2.38M0.03%-71513F-HRTimeline
Mutual Advisors, LLC21,719$2.37M0.04%+5413F-HRTimeline
Brady Martz Wealth Solutions, LLC21,708$2.37M0.36%+2713F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV21,567$2.35M0.27%-7113F-HRTimeline
Focus Financial Network, Inc.21,422$2.34M0.07%-50313F-HRTimeline
Quartz Partners, LLC21,399$2.33M0.76%-1,19513F-HRTimeline
Parkside Financial Bank & Trust21,255$2.32M0.16%+86813F-HRTimeline
Ignite Planners, LLC21,213$2.32M0.32%+43013F-HRTimeline
Payne Capital Management, LLC21,219$2.32M0.62%-11813F-HRTimeline
Bill Few Associates, Inc.21,175$2.31M0.49%+37613F-HRTimeline
Kassira Wealth Management LLC20,990$2.29M1.84%-14813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…20,585$2.25M0.04%+26813F-HRTimelineGroup
Foundation Wealth Management, LLC\PA20,251$2.21M0.67%-2,15013F-HRTimeline
Grey Fox Wealth Advisors, LLC20,190$2.2M0.35%+27413F-HRTimeline
Sensible Money, LLC19,795$2.16M0.57%-6613F-HRTimeline
Trueblood Wealth Management, LLC19,071$2.08M0.73%+4813F-HRTimeline
SIMON QUICK ADVISORS, LLC19,059$2.08M0.08%013F-HRTimeline
EP Wealth Advisors, LLC18,786$2.05M0.01%+14013F-HRTimeline
Melone Private Wealth, LLC18,500$2.02M0.77%-3913F-HRTimeline
MCF Advisors LLC18,333$2M0.07%+17,71613F-HRTimeline
Opus Capital Group, LLC18,191$1.99M0.19%-28513F-HRTimeline
DIVERSIFIED TRUST CO18,053$1.97M0.03%013F-HRTimeline
Perigon Wealth Management, LLC17,958$1.96M0.03%+59513F-HRTimeline
Quent Capital, LLC17,916$1.95M0.12%+7,44213F-HRTimeline
Sanctuary Advisors, LLC17,758$1.94M0.01%-43413F-HRTimeline
Courage Miller Partners, LLC17,360$1.89M0.5%-28113F-HRTimeline
Financial Synergies Wealth Advisors, In…17,342$1.89M0.16%-4,22813F-HRTimeline
McAdam, LLC17,302$1.89M0.07%-38,28713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …17,128$1.87M0.02%+1,72313F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC17,117$1.86M0.21%-95213F-HRTimeline
CoreCap Advisors, LLC16,823$1.84M0.05%-16713F-HRTimeline
Phillip James Consulting Co.16,781$1.83M1.22%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,609$1.81M<0.01%-1,98813F-HRTimelineGroup
ALTFEST L J & CO INC15,820$1.73M0.17%+31013F-HRTimeline