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Disclosery

SLYV SPDR SERIES TRUST

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SHS (fund)

577 managers (584 13F filers) reported a position in SLYV shares at 2024-12-31, 29,088,007 shares in all. 33 filers opened a position and 32 filers sold out during the quarter.

Managers
577
13F filers
584
New
33
Added
213
Reduced
202
Sold out
32
Shares held by filers
29,088,007

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Paragon Capital Management Ltd16,097$1.4M0.28%+1,00013F-HRTimeline
Courage Miller Partners, LLC16,054$1.4M0.48%-13113F-HRTimeline
Valmark Advisers, Inc.15,740$1.37M0.02%+12413F-HRTimeline
Veridan Wealth LLC15,532$1.35M0.63%13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC15,360$1.34M0.17%-2513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding15,001$1.31M+1,567Timeline
Brookstone Capital Managementin group Brookstone Capital Management14,975$1.31M0.02%+4,19413F-HRTimelineGroup
OneDigital Investment Advisors LLC14,956$1.3M0.02%+33713F-HRTimeline
Occidental Asset Management, LLC14,910$1.3M0.2%+4,48213F-HRTimeline
Grey Fox Wealth Advisors, LLC14,766$1.29M0.35%-29713F-HRTimeline
Meridian Financial Advisors, LLC14,602$1.27M0.88%+60313F-HRTimeline
ASSET PLANNING CORPORATION14,471$1.26M0.79%+7513F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC14,190$1.24M0.36%13F-HRTimeline
Atria Wealth Solutions, Inc.14,121$1.23M0.01%-23213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,062$1.23M<0.01%new13F-HRTimelineGroup
Liberty Capital Management, Inc.14,000$1.22M0.27%013F-HRTimeline
Payne Capital Management, LLC13,899$1.21M0.52%13F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…13,809$1.2M0.2%+5513F-HRTimeline
Bill Few Associates, Inc.13,741$1.2M0.42%+1,65513F-HRTimeline
American Investment Services, Inc.13,713$1.2M0.21%-31813F-HR/ATimeline
Orion Porfolio Solutions, LLC13,484$1.18M0.01%+2,48113F-HRTimeline
Orion Portfolio Solutions, LLC13,484$1.18M0.01%+2,48113F-HRTimeline
Merit Financial Group, LLC13,482$1.18M0.02%+8713F-HRTimeline
Private Wealth Management Group, LLC13,306$1.16M0.44%-82513F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC13,265$1.16M0.6%-10513F-HRTimeline
Equita Financial Network, Inc.13,234$1.15M0.42%-33413F-HRTimeline
Quent Capital, LLC13,227$1.15M0.12%+27213F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd13,164$1.15M0.02%new13F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers12,768$1.11M<0.01%new13F-HRTimelineGroup
DENVER WEALTH MANAGEMENT, INC.12,762$1.11M0.5%-4213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…12,707$1.11M0.01%-713F-HRTimelineGroup
Summit Financial, LLC12,530$1.09M0.04%+7813F-HRTimeline
Financial Advisors Network, Inc.12,453$1.09M0.18%13F-HRTimeline
MONECO ADVISORS, LLC12,375$1.08M0.11%+4,70613F-HR/ATimeline
FLORIDA FINANCIAL ADVISORS, LLC12,297$1.07M0.48%+2,34013F-HRTimeline
Invera Wealth Advisors, LLC11,936$1.07M1.06%+22413F-HRTimeline
BURNEY CO/12,231$1.07M0.04%+8613F-HRTimeline
GFS Advisors, LLC12,030$1.05M0.16%-3013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC11,987$1.05M0.01%-6,86013F-HRTimelineGroup
MidAtlantic Capital Management, Inc.11,974$1.04M0.77%013F-HRTimeline
OLD MISSION CAPITAL LLC11,900$1.04M0.02%new13F-HRTimeline
Inman Jager Wealth Management, LLC11,766$1.03M0.8%13F-HRTimeline
McMill Wealth Management11,741$1.02M0.41%13F-HRTimeline
Advisory Services Network, LLC11,710$1.02M0.02%-1,67713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding11,650$1.02M+142Timeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\11,315$987K<0.01%-63713F-HR/ATimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.11,263$983K0.07%-61013F-HRTimelineGroup
Comprehensive Financial Consultants Ins…11,245$981K0.36%+3,75113F-HRTimeline
MOTIVE WEALTH ADVISORS11,144$972K0.52%+1,29613F-HRTimeline
Parkside Financial Bank & Trust11,144$972K0.13%+6,91213F-HRTimeline
COMERICA BANK11,091$968K<0.01%+1,11713F-HR/ATimeline
Composition Wealth, LLC11,072$966K0.02%-4,11013F-HRTimeline
Western Wealth Management, LLC10,962$956K0.06%-1,74713F-HR/ATimeline
Morton Brown Family Wealth, LLC10,925$953K0.33%-3,56913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,910$952K<0.01%+1,90113F-HRTimelineGroup
Financial Advocates Investment Manageme…10,900$951K0.05%+36313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp10,837$946K<0.01%-97213F-HRTimelineGroup
TrinityPoint Wealth, LLC10,792$942K0.13%+1,50413F-HRTimeline
Beckerman Institutional, LLC10,619$927K0.74%+5113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,606$925K0.01%+1,32413F-HRTimelineGroup
SeaCrest Wealth Management, LLC10,507$917K0.1%-52413F-HRTimeline
One Capital Management, LLC10,428$910K0.03%-1413F-HRTimeline
BLAIR WILLIAM & CO/IL10,222$892K<0.01%-1,55013F-HRTimeline
Global Retirement Partners, LLC10,142$885K0.03%+1,08313F-HRTimeline
IAG Wealth Partners, LLC10,101$881K0.16%-33513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC10,100$881K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,892$863K<0.01%+29413F-HRTimelineGroup
Keystone Financial Group10,169$859K0.08%+62513F-HRTimeline
Red Tortoise LLC9,204$803K0.42%+11713F-HRTimeline
CENTAURUS FINANCIAL, INC.9,189$802K0.05%-1,39913F-HRTimeline
Diversified Investment Strategies, LLC9,117$795K0.52%-16013F-HRTimeline
Commonwealth Financial Services, LLC8,803$768K0.15%013F-HRTimeline
LexAurum Advisors, LLC8,732$762K0.15%+86613F-HRTimeline
CogentBlue Wealth Advisors, LLC8,726$761K0.67%13F-HRTimeline
Everhart Financial Group, Inc.8,716$760K0.16%-1013F-HRTimeline
WRAPMANAGER INC8,642$754K0.19%+23913F-HRTimeline
AlphaStar Capital Management, LLC8,638$754K0.08%-96513F-HRTimeline
Betterment LLC8,577$748K<0.01%-2,74013F-HRTimeline
Texas Yale Capital Corp.8,525$744K0.03%013F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH8,468$739K0.22%013F-HRTimeline
Good Life Advisors, LLC8,368$730K0.05%-28,65613F-HRTimeline
Advance Capital Management, Inc.8,327$727K0.03%+28813F-HRTimeline
Wealthspire Advisors, LLC8,322$726K0.01%new13F-HRTimeline
Atlas Brown,Inc.8,311$725K0.25%+613F-HRTimeline
YANKCOM Partnership8,158$712K0.38%13F-HRTimeline
Accredited Investors Inc.8,001$698K0.04%-47513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,960$695K0.04%-32613F-HRTimeline
Cassady Schiller Wealth Management, LLC7,938$693K0.25%013F-HRTimeline
Traction Financial Partners, LLC7,790$680K0.53%-2613F-HRTimeline
Rothschild Wealth LLC7,692$671K0.2%-20113F-HRTimeline
J.W. COLE ADVISORS, INC.7,635$666K0.03%+2,22813F-HRTimeline
FMR LLCin group FMR LLC7,595$663K<0.01%-40813F-HRTimelineGroup
Taylor & Morgan Wealth Management, LLC7,557$659K0.46%-1,88513F-HRTimeline
Seed Wealth Management, Inc.7,480$653K0.53%013F-HRTimeline
Clarity Wealth Development LLC7,345$653K0.71%13F-HRTimeline
Pinnacle Holdings, LLC7,471$652K0.25%-8013F-HRTimeline
Integrated Wealth Concepts LLC7,336$640K0.01%+17113F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS7,144$623K0.51%-2113F-HRTimeline
WealthPLAN Partners, LLC7,134$622K0.09%+9613F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding7,088$619KnewTimeline
MJP ASSOCIATES INC /ADV7,035$614K0.11%+10213F-HRTimeline
FIDUCIENT ADVISORS LLC7,035$614K0.08%+10213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC7,035$614K0.07%-33313F-HRTimelineGroup
Redwood Park Advisors LLC7,027$613K0.52%13F-HRTimeline
4WEALTH ADVISORS, INC.6,996$610K0.62%13F-HRTimeline
Austin Wealth Management, LLC6,824$606K0.13%-11013F-HRTimeline
Highland Financial Advisors, LLC6,944$606K0.21%-13813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,915$603K0.01%-213F-HRTimeline
Sigma Planning Corp6,806$594K0.02%-36213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,719$586K<0.01%+1613F-HRTimelineGroup
Financial Enhancement Group LLC6,776$579K0.09%new13F-HRTimeline
Ausdal Financial Partners, Inc.6,578$574K0.05%+8713F-HRTimeline
Fiduciary Alliance LLC6,405$559K0.06%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,332$552K0.02%-57313F-HRTimeline
MB Generational Wealth, LLC6,289$549K0.4%-13513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,206$541K<0.01%+1,31913F-HRTimelineGroup
Apeiron RIA LLC6,205$541K0.15%-8713F-HRTimeline
Montz Harcus Wealth Management LLC6,127$535K0.3%+49613F-HRTimeline
Portside Wealth Group, LLC6,038$527K0.09%+61313F-HR/ATimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,027$526K<0.01%+80613F-HRTimelineGroup
Seaside Wealth Management, Inc.5,995$523K0.19%-7113F-HRTimeline
Insight Advisors, LLC/ PA5,980$520K0.09%-26813F-HRTimeline
Jentner Corp5,936$518K0.15%-2,29713F-HRTimeline
Integrity Wealth Solutions LLC5,880$513K0.29%+3613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,859$511K0.03%+5213F-HRTimelineGroup
Atria Investments, Inc5,811$507K0.01%-6213F-HRTimeline
HRT FINANCIAL LP5,816$507K<0.01%new13F-HRTimeline
Compass Ion Advisors, LLC5,747$501K0.06%new13F-HRTimeline
Glass Jacobson Investment Advisors llc5,671$495K0.16%+14813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Richwood Investment Advisors, LLC5,644$492K0.41%013F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska5,588$488K0.08%13F-HRTimelineGroup
Smart Portfolios, LLC5,572$486K0.51%+1513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.5,561$485K<0.01%new13F-HRTimelineGroup
DUNCKER STREETT & CO INC5,528$482K0.09%+413F-HRTimeline
Waldron Private Wealth LLC5,524$482K0.02%+4413F-HRTimeline
Glenview Trust Co5,515$481K0.01%+1913F-HRTimeline
Weinberger Asset Management, Inc5,480$478K0.2%+213F-HRTimeline
Addis & Hill, Inc5,450$476K0.35%013F-HRTimeline
Marble Harbor Investment Counsel, LLC5,450$476K0.05%013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.5,409$472K0.06%+913F-HRTimeline
CGN Advisors LLC5,337$466K0.05%-4313F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…5,068$442K0.07%-7413F-HRTimeline
PRIVATE TRUST CO NA5,028$439K0.05%+9613F-HRTimeline
Meridian Wealth Management, LLC5,005$437K0.02%+47913F-HRTimeline
Marquette Asset Management, LLC4,963$433K0.07%-3813F-HRTimeline
Allworth Financial LP4,819$430K<0.01%+84913F-HRTimeline
Navalign, LLC4,886$426K0.13%-25013F-HRTimeline
Carlson Capital Management4,871$425K0.02%013F-HRTimeline
SilverOak Wealth Management LLC4,829$421K0.09%013F-HRTimeline
AWM CAPITAL, LLC4,814$420K0.05%+3613F-HRTimeline
IEQ CAPITAL, LLC4,809$420K<0.01%new13F-HRTimeline
Crescent Sterling, Ltd.4,809$420K0.43%-5013F-HRTimeline
HBK Sorce Advisory LLC4,796$418K0.01%013F-HRTimeline
Sovran Advisors, LLC4,772$414K0.06%13F-HRTimeline
Anson Capital, Inc.4,732$413K0.36%-3,02513F-HRTimeline
Compound Planning, Inc.4,716$411K0.02%new13F-HRTimeline
One Degree Advisors Inc4,687$411K0.17%+3613F-HRTimeline
Redhawk Wealth Advisors, Inc.4,706$411K0.06%-1,47213F-HRTimeline
Wealth Advisors Northwest LLC4,592$401K0.27%13F-HRTimeline
Ackerman Capital Advisors, LLC4,552$397K0.1%013F-HRTimeline
CW Advisors, LLC4,520$394K0.01%+1113F-HRTimeline
Alesco Advisors, LLC, An ESL Co4,422$386K0.01%-76013F-HRTimeline
Cornerstone Advisory, LLC4,373$383K0.04%+47313F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC4,301$375K<0.01%013F-HRTimeline
HUB Investment Partners, LLC4,289$374K0.02%+3213F-HRTimeline
Integrated Advisors Network LLC4,268$372K0.02%-5213F-HRTimeline
CENTRAL TRUST Co4,259$372K0.01%+41913F-HRTimeline
Foguth Wealth Management, LLC.4,081$366K0.1%+1,55213F-HRTimeline
Intelligence Driven Advisers, LLC4,167$364K0.07%+8913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,154$362K<0.01%+3313F-HRTimelineGroup
Fairscale Capital, LLC4,141$361K0.31%013F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC4,104$358K0.08%+11713F-HRTimeline
Creekside Partners4,091$357K0.18%-40213F-HRTimeline
AE Wealth Management LLC4,035$352K<0.01%-8113F-HRTimeline
SWMG, LLC3,888$347K0.14%-3613F-HRTimeline
Friday Financial3,957$345K0.24%13F-HRTimeline
Bangor Savings Bank3,955$345K0.03%013F-HRTimeline
Argent Trust Co3,954$345K0.01%013F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT3,952$345K0.02%-10,24113F-HRTimeline
XY Planning Network, Inc.3,945$344K0.26%13F-HRTimeline
Snider Financial Group3,940$344K0.11%new13F-HRTimeline
IFG Advisory, LLC3,925$342K0.02%new13F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.3,924$342K0.07%+8913F-HRTimeline
Valeo Financial Advisors, LLC3,919$342K0.01%+67613F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,901$340K0.01%-82213F-HRTimeline
Cornerstone Wealth Management, LLC3,880$339K0.02%+29313F-HRTimeline
Visionary Wealth Advisors3,791$331K0.02%-56613F-HRTimeline
Wambolt & Associates, LLC3,735$326K0.1%-19013F-HRTimeline
Prime Capital Investment Advisors, LLC3,713$324K<0.01%+513F-HRTimeline
WILLNER & HELLER, LLC3,708$324K0.28%+13413F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp3,707$323K0.01%-14613F-HRTimelineGroup
Wallace Advisory Group, LLC3,666$318K0.22%-15013F-HRTimeline
Coastwise Capital Group, LLC3,551$310K0.25%+3313F-HRTimeline
Topsail Wealth Management, LLC3,548$310K0.07%13F-HRTimeline
Financial Network Wealth Advisors LLC3,546$309K0.58%-2,71613F-HRTimeline
Leslie Global Wealth, LLC3,542$309K0.14%-1,22813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,505$305K0.03%+5513F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC3,456$302K0.27%13F-HRTimeline
Armbruster Capital Management, Inc.3,313$289K0.06%-23113F-HRTimeline
Fielder Capital Group LLC3,304$288K0.09%-21613F-HRTimeline