Skip to content
Disclosery

SLYV SPDR SERIES TRUST

Follow

SHS (fund)

548 managers (555 13F filers) reported a position in SLYV shares at 2025-03-31, 32,522,554 shares in all. 38 filers opened a position and 60 filers sold out during the quarter.

Managers
548
13F filers
555
New
38
Added
197
Reduced
227
Sold out
60
Shares held by filers
32,522,554

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Courage Miller Partners, LLC16,464$1.29M0.44%+41013F-HRTimeline
Oakwell Private Wealth Management, LLC15,760$1.24M0.34%-65313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding15,559$1.22M+558Timeline
Moisand Fitzgerald Tamayo, LLC15,502$1.22M0.17%-68613F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC15,495$1.21M0.34%+1,30513F-HRTimeline
Paragon Capital Management Ltd15,037$1.18M0.24%-1,06013F-HRTimeline
Meridian Financial Advisors, LLC14,987$1.18M0.82%+38513F-HRTimeline
Connecticut Wealth Management, LLC14,963$1.17M0.06%new13F-HRTimeline
Valmark Advisers, Inc.14,926$1.17M0.02%-81413F-HRTimeline
Bill Few Associates, Inc.14,850$1.16M0.42%+1,10913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC14,729$1.15M0.15%-63113F-HRTimeline
Prime Capital Investment Advisors, LLC14,522$1.14M0.01%+10,80913F-HRTimeline
ASSET PLANNING CORPORATION14,075$1.1M0.65%-39613F-HRTimeline
Parkside Financial Bank & Trust14,043$1.1M0.14%+2,89913F-HRTimeline
Liberty Capital Management, Inc.14,000$1.1M0.24%013F-HRTimeline
Payne Capital Management, LLC13,795$1.08M0.46%-10413F-HRTimeline
American Investment Services, Inc.13,575$1.06M0.19%-13813F-HRTimeline
Private Wealth Management Group, LLC13,364$1.05M0.39%+5813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,345$1.05M<0.01%+2,43513F-HRTimelineGroup
ACORN FINANCIAL ADVISORY SERVICES INC /…13,115$1.03M0.19%-69413F-HRTimeline
Equita Financial Network, Inc.12,991$1.02M0.36%-24313F-HRTimeline
Quent Capital, LLC12,948$1.02M0.11%-27913F-HRTimeline
JNBA Financial Advisors12,765$1M0.1%-5,78213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,762$1M<0.01%new13F-HRTimelineGroup
Atria Wealth Solutions, Inc.12,733$998K0.01%-1,38813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…12,529$982K0.01%-17813F-HRTimelineGroup
COMERICA BANK12,510$981K<0.01%+1,41913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,364$969K0.01%+1,75813F-HRTimelineGroup
AMERICAN FINANCIAL & TAX STRATEGIES INC12,299$964K0.52%-96613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding11,098$960K-552Timeline
Financial Advisors Network, Inc.12,198$956K0.16%-25513F-HRTimeline
Invera Wealth Advisors, LLC12,075$947K0.61%+13913F-HR/ATimeline
DENVER WEALTH MANAGEMENT, INC.12,048$945K0.43%-71413F-HRTimeline
GFS Advisors, LLC12,030$943K0.19%013F-HRTimeline
MidAtlantic Capital Management, Inc.11,974$939K0.74%013F-HRTimeline
Inman Jager Wealth Management, LLC11,950$937K0.7%+18413F-HRTimeline
Compass Ion Advisors, LLC11,802$925K0.11%+6,05513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,715$918K<0.01%new13F-HRTimelineGroup
Hardin Capital Partners, LLC11,628$912K0.56%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,555$906K<0.01%+1,66313F-HRTimelineGroup
Comprehensive Financial Consultants Ins…11,509$902K0.32%+26413F-HRTimeline
MOTIVE WEALTH ADVISORS11,217$879K0.47%+7313F-HRTimeline
FMR LLCin group FMR LLC11,150$874K<0.01%+3,55513F-HRTimelineGroup
Coastal Bridge Advisors, LLC11,147$874K0.08%new13F-HR/ATimeline
Orion Porfolio Solutions, LLC11,042$866K0.01%-2,44213F-HRTimeline
Orion Portfolio Solutions, LLC11,042$866K0.01%-2,44213F-HR/ATimeline
Highland Financial Advisors, LLC11,002$863K0.31%+4,05813F-HRTimeline
Summit Financial, LLC10,887$854K0.02%-1,64313F-HRTimeline
Occidental Asset Management, LLC10,865$852K0.13%-4,04513F-HRTimeline
Western Wealth Management, LLC10,759$844K0.06%-20313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp10,699$839K<0.01%-13813F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.10,662$836K0.06%-60113F-HRTimelineGroup
Beckerman Institutional, LLC10,619$833K0.6%013F-HRTimeline
One Capital Management, LLC10,410$816K0.03%-1813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10,407$816K0.02%-16,35813F-HRTimelineGroup
IAG Wealth Partners, LLC10,253$804K0.12%+15213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\10,156$796K<0.01%-1,15913F-HRTimelineGroup
SeaCrest Wealth Management, LLC10,070$789K0.09%-43713F-HRTimeline
Composition Wealth, LLC9,875$774K0.02%-1,19713F-HRTimeline
McMill Wealth Management9,874$774K0.28%-1,86713F-HRTimeline
Visionary Wealth Advisors9,865$773K0.05%+6,07413F-HRTimeline
Keystone Financial Group9,624$755K0.08%-54513F-HRTimeline
CENTAURUS FINANCIAL, INC.9,548$749K0.05%+35913F-HRTimeline
OneDigital Investment Advisors LLC9,544$748K0.01%-5,41213F-HRTimeline
Advance Capital Management, Inc.9,338$732K0.04%+1,01113F-HRTimeline
Advisory Services Network, LLC9,051$710K0.01%-2,65913F-HRTimeline
Fiduciary Alliance LLC8,973$703K0.07%+2,56813F-HRTimeline
Commonwealth Financial Services, LLC8,803$690K0.14%013F-HRTimeline
Everhart Financial Group, Inc.8,712$683K0.09%-413F-HRTimeline
Diversified Investment Strategies, LLC8,677$680K0.46%-44013F-HRTimeline
WRAPMANAGER INC8,648$678K0.18%+613F-HRTimeline
AlphaStar Capital Management, LLC8,574$672K0.07%-6413F-HRTimeline
CWA Asset Management Group, LLC8,560$671K0.03%new13F-HRTimeline
Pinnacle Holdings, LLC8,492$666K0.25%+1,02113F-HRTimeline
GWN SECURITIES INC.8,456$664K0.04%new13F-HRTimeline
Atlas Brown,Inc.8,313$652K0.23%+213F-HRTimeline
Wealthspire Advisors, LLC8,260$648K<0.01%-6213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,247$647K0.03%+28713F-HRTimeline
Good Life Advisors, LLC8,204$643K0.05%-16413F-HRTimeline
Red Tortoise LLC8,198$643K0.34%-1,00613F-HRTimeline
YANKCOM Partnership8,158$640K0.35%013F-HRTimeline
PRIVATE TRUST CO NA7,938$622K0.06%+2,91013F-HRTimeline
Accredited Investors Inc.7,935$622K0.04%-6613F-HRTimeline
Betterment LLC7,920$621K<0.01%-65713F-HRTimeline
4WEALTH ADVISORS, INC.7,874$617K0.68%+87813F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding7,789$611K+701Timeline
LexAurum Advisors, LLC7,728$606K0.12%-1,00413F-HRTimeline
Taylor & Morgan Wealth Management, LLC7,557$592K0.45%013F-HRTimeline
Seed Wealth Management, Inc.7,480$586K0.48%013F-HRTimeline
CogentBlue Wealth Advisors, LLC7,305$573K0.5%-1,42113F-HRTimeline
J.W. COLE ADVISORS, INC.7,178$563K0.02%-45713F-HRTimeline
Traction Financial Partners, LLC7,140$560K0.44%-65013F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH7,129$559K0.17%-1,33913F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS7,054$553K0.44%-9013F-HRTimeline
BLAIR WILLIAM & CO/IL7,022$551K<0.01%-3,20013F-HRTimeline
Redwood Park Advisors LLC6,998$549K0.46%-2913F-HRTimeline
MJP ASSOCIATES INC /ADV6,933$544K0.1%-10213F-HRTimeline
FIDUCIENT ADVISORS LLC6,933$544K0.07%-10213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC6,933$544K0.06%-10213F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,925$543K0.02%-18,77113F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC6,918$542K0.01%+313F-HRTimeline
Montz Harcus Wealth Management LLC6,667$523K0.29%+54013F-HRTimeline
Portside Wealth Group, LLC6,561$514K0.08%+52313F-HR/ATimeline
Insight Advisors, LLC/ PA6,548$513K0.09%+56813F-HRTimeline
Clarity Wealth Development LLC6,937$511K0.57%-40813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,379$500K<0.01%-34013F-HRTimelineGroup
Austin Wealth Management, LLC6,778$498K0.1%-4613F-HRTimeline
Glass Jacobson Investment Advisors llc5,671$495K0.16%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,285$493K0.02%-4713F-HRTimeline
Ausdal Financial Partners, Inc.6,275$492K0.04%-30313F-HRTimeline
Financial Enhancement Group LLC6,877$490K0.08%+10113F-HRTimeline
WealthPLAN Partners, LLC6,249$490K0.07%-88513F-HRTimeline
Seaside Wealth Management, Inc.5,981$469K0.17%-1413F-HRTimeline
Integrity Wealth Solutions LLC5,900$463K0.25%+2013F-HRTimeline
Apeiron RIA LLC5,870$460K0.14%-33513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC5,575$437K<0.01%-13,35513F-HRTimelineGroup
Smart Portfolios, LLC5,572$437K0.47%013F-HRTimeline
Sequoia Financial Advisors, LLC5,565$436K<0.01%new13F-HRTimeline
Richwood Investment Advisors, LLC5,554$435K0.37%-9013F-HRTimeline
Glenview Trust Co5,541$434K0.01%+2613F-HR/ATimeline
DUNCKER STREETT & CO INC5,531$434K0.09%+313F-HRTimeline
Waldron Private Wealth LLC5,524$433K0.02%013F-HRTimeline
Addis & Hill, Inc5,451$427K0.3%+113F-HRTimeline
Marble Harbor Investment Counsel, LLC5,450$427K0.05%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,458$426K0.04%+1,95313F-HR/ATimeline
HOWARD FINANCIAL SERVICES, LTD.5,415$425K0.06%+613F-HRTimeline
CGN Advisors LLC5,399$423K0.04%+6213F-HRTimeline
Weinberger Asset Management, Inc5,377$422K0.18%-10313F-HRTimeline
CW Advisors, LLC5,313$417K0.01%+79313F-HRTimeline
Jentner Corp5,317$417K0.12%-61913F-HRTimeline
HBK Sorce Advisory LLC5,289$415K0.01%+49313F-HRTimeline
Compound Planning, Inc.5,085$399K0.02%+36913F-HRTimeline
Navalign, LLC5,054$396K0.11%+16813F-HRTimeline
Meridian Wealth Management, LLC5,002$392K0.02%-313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.4,996$392K<0.01%+2,12113F-HRTimeline
Anson Capital, Inc.4,952$388K0.33%+22013F-HRTimeline
Morton Brown Family Wealth, LLC4,951$388K0.13%-5,97413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,937$387K<0.01%-62413F-HRTimelineGroup
AWM CAPITAL, LLC4,836$379K0.04%+2213F-HRTimeline
SilverOak Wealth Management LLC4,829$379K0.08%013F-HRTimeline
IEQ CAPITAL, LLC4,809$377K<0.01%013F-HRTimeline
Crescent Sterling, Ltd.4,809$377K0.39%013F-HRTimeline
New England Capital Financial Advisors …4,791$376K0.19%-42,23513F-HRTimeline
One Degree Advisors Inc4,708$369K0.15%+2113F-HRTimeline
Wealth Advisors Northwest LLC4,566$358K0.23%-2613F-HRTimeline
Allworth Financial LP4,857$357K<0.01%+3813F-HRTimeline
Ackerman Capital Advisors, LLC4,552$357K0.09%013F-HRTimeline
Fairscale Capital, LLC4,423$347K0.31%+28213F-HRTimeline
Redhawk Wealth Advisors, Inc.4,368$342K0.05%-33813F-HRTimeline
HUB Investment Partners, LLC4,289$336K0.01%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…4,270$335K0.06%-79813F-HRTimeline
Marquette Asset Management, LLC4,238$332K0.06%-72513F-HRTimeline
CENTRAL TRUST Co4,200$329K0.01%-5913F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding4,183$328K-223,458Timeline
Wealth Management Nebraskain group Wealth Management Nebraska4,172$327K0.05%-1,41613F-HRTimelineGroup
NewEdge Advisors, LLC4,170$327K<0.01%+2,86213F-HRTimeline
Intelligence Driven Advisers, LLC4,167$327K0.06%013F-HRTimeline
Financial Network Wealth Advisors LLC4,167$327K0.43%+62113F-HRTimeline
Snider Financial Group4,164$326K0.11%+22413F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC4,141$325K<0.01%-16013F-HRTimeline
Argent Trust Co4,139$324K0.01%+18513F-HRTimeline
Cornerstone Advisory, LLC4,373$324K0.04%013F-HRTimeline
Integrated Advisors Network LLC4,098$321K0.02%-17013F-HRTimeline
Creekside Partners4,092$321K0.17%+113F-HRTimeline
Valeo Financial Advisors, LLC4,001$313K0.01%+8213F-HRTimeline
Wallace Advisory Group, LLC3,557$310K0.21%-10913F-HRTimeline
Bangor Savings Bank3,955$310K0.03%013F-HRTimeline
Friday Financial3,867$308K0.18%-9013F-HRTimeline
Independent Advisor Alliance3,912$307K0.01%-20,82313F-HRTimeline
Leslie Global Wealth, LLC3,842$301K0.15%+30013F-HRTimeline
Sovran Advisors, LLC4,246$300K0.04%-52613F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT3,802$298K0.02%-15013F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,787$297K0.01%-11413F-HRTimeline
Sigma Planning Corp3,774$296K0.01%-3,03213F-HRTimeline
Wambolt & Associates, LLC3,726$292K0.1%-913F-HRTimeline
WILLNER & HELLER, LLC3,724$292K0.27%+1613F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp3,707$291K0.01%013F-HRTimelineGroup
XY Planning Network, Inc.3,699$290K0.19%-24613F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.3,674$288K0.06%-25013F-HRTimeline
Cornerstone Wealth Management, LLC3,665$287K0.02%-21513F-HRTimeline
Topsail Wealth Management, LLC3,623$283K0.06%+7513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …3,591$282K<0.01%+65213F-HRTimelineGroup
Coastwise Capital Group, LLC3,586$281K0.24%+3513F-HRTimeline
Pinnacle Bancorp, Inc.3,460$271K0.09%+17213F-HRTimeline
Fielder Capital Group LLC3,304$259K0.07%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,300$259K<0.01%-53,84513F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT3,265$256K0.03%+613F-HRTimeline
Armbruster Capital Management, Inc.3,256$255K0.05%-5713F-HRTimeline
Narus Financial Partners, LLC3,250$255K0.09%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC3,222$253K0.01%+10713F-HRTimeline
Beacon Pointe Advisors, LLC3,203$251K<0.01%-1013F-HRTimeline
Burns Matteson Capital Management, LLC3,096$243K0.13%-15813F-HRTimeline
Centerpoint Advisors, LLC3,092$242K0.09%013F-HRTimeline
AE Wealth Management LLC3,059$240K<0.01%-97613F-HRTimeline
BCGM Wealth Management, LLC3,037$238K0.07%+1313F-HRTimeline
Pacifica Partners Inc.3,231$238K0.11%-5513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,033$238K<0.01%+21713F-HRTimelineGroup
Allred Capital Management, LLC3,030$238K0.09%013F-HRTimeline
ROBERTS GLORE & CO INC /IL/3,003$235K0.07%013F-HRTimeline
626 Financial, LLC2,965$232K0.12%013F-HRTimeline