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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
Pinnacle Bancorp, Inc.3,288$287K0.09%-1,84013F-HRTimeline
Pacifica Partners Inc.3,286$285K0.12%013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT3,259$284K0.03%+10513F-HRTimeline
Burns Matteson Capital Management, LLC3,254$284K0.16%-6313F-HRTimeline
NorthCrest Asset Manangement, LLC3,252$284K0.01%+5713F-HR/ATimeline
Narus Financial Partners, LLC3,250$284K0.1%013F-HRTimeline
Beacon Pointe Advisors, LLC3,213$280K<0.01%+7213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC3,115$272K0.01%-82213F-HRTimeline
Centerpoint Advisors, LLC3,092$270K0.09%013F-HRTimeline
Clearstead Advisors, LLC3,090$270K<0.01%013F-HRTimeline
First International Bank & Trust3,049$266K0.09%013F-HRTimeline
Allred Capital Management, LLC3,030$264K0.1%013F-HRTimeline
BCGM Wealth Management, LLC3,024$264K0.08%-23813F-HRTimeline
ROBERTS GLORE & CO INC /IL/3,003$262K0.08%+513F-HRTimeline
626 Financial, LLC2,965$259K0.14%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,950$257K<0.01%new13F-HRTimelineGroup
Wellspring Financial Advisors, LLC2,940$257K0.03%+113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …2,939$256K<0.01%-813F-HRTimelineGroup
Landmark Wealth Management, LLC2,917$254K0.11%-48313F-HRTimeline
Allodium Investment Consultants, LLC2,908$254K0.21%13F-HRTimeline
TBH Global Asset Management, LLC2,888$252K0.06%-12113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.2,875$251K<0.01%+46313F-HRTimeline
NESTEGG ADVISORS, INC.2,787$251K0.25%13F-HRTimeline
Csenge Advisory Group2,863$250K0.01%+3113F-HRTimeline
PCA Investment Advisory Services Inc.2,858$249K0.12%013F-HRTimeline
Signal Advisors Wealth, LLC2,824$246K0.03%+11313F-HRTimeline
Avant Capital LLC2,821$246K0.2%13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,816$246K<0.01%013F-HRTimelineGroup
Azimuth Capital Investment Management L…2,800$244K0.01%-32513F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC2,790$243K0.09%013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC2,762$241K0.13%-2913F-HRTimeline
Measured Wealth Private Client Group, L…2,759$241K0.08%-1113F-HRTimeline
McKinley Carter Wealth Services, Inc.2,755$240K0.01%-47413F-HRTimeline
Dynamic Advisor Solutions LLC2,732$238K0.01%013F-HRTimeline
BALLAST ADVISORS LLC2,711$237K0.07%-813F-HRTimeline
Faithward Advisors, LLC2,708$236K0.04%013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…2,705$236K0.16%-9713F-HRTimeline
HB Wealth Management, LLC2,701$236K<0.01%+24413F-HRTimeline
Ballentine Capital Advisors, Inc2,690$235K0.12%-5313F-HRTimeline
Center for Financial Planning, Inc.2,677$234K0.03%013F-HRTimeline
Werba Rubin Papier Wealth Management2,658$232K0.05%013F-HRTimeline
Team Hewins, LLC2,644$231K0.09%+20613F-HR/ATimeline
Garden State Investment Advisory Servic…2,626$229K0.07%-37313F-HRTimeline
Windward Private Wealth Management Inc.2,605$227K0.09%013F-HRTimeline
Choate Investment Advisors2,560$223K0.01%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,534$221K0.02%-13613F-HR/ATimeline
CATHY PARETO & ASSOCIATES, INC2,521$220K0.2%13F-HRTimeline
COURIER CAPITAL LLC2,515$219K0.02%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,515$219K0.03%013F-HRTimeline
TFB Advisors LLC2,507$219K0.06%+1413F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC2,469$215K0.19%+1813F-HRTimeline
Mission Creek Capital Partners, Inc.2,442$213K0.05%-2513F-HRTimeline
Ground Swell Capital, LLC2,432$212K0.46%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,417$211K0.01%-5413F-HRTimelineGroup
Accel Wealth Management2,395$209K0.08%013F-HRTimeline
Destiny Capital Corp/CO2,377$207K0.13%-1613F-HRTimeline
Foster Group, Inc.2,371$207K0.01%013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,356$206K0.09%013F-HRTimeline
Berger Financial Group, Inc2,350$205K0.01%-83813F-HRTimeline
AVISO WEALTH MANAGEMENT2,328$203K0.1%-19213F-HRTimeline
SAX WEALTH ADVISORS, LLC2,328$203K0.02%013F-HRTimeline
Kennebec Savings Bank2,357$202K0.2%013F-HRTimeline
Avestar Capital, LLC2,296$200K0.02%new13F-HRTimeline
Winthrop Capital Management, LLC2,298$200K0.05%-4,96313F-HRTimeline
Sandy Spring Bank2,209$193K0.01%+1713F-HRTimeline
PSI Advisors, LLC2,112$184K0.05%-31413F-HRTimeline
Bogart Wealth, LLC2,001$175K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,960$171K0.01%-5813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,791$155K<0.01%-6413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,650$144K<0.01%+213F-HRTimeline
Capital Investment Advisory Services, L…1,509$132K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,435$125K<0.01%013F-HRTimeline
NewEdge Advisors, LLC1,308$114K<0.01%+913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,254$109K<0.01%+22313F-HRTimelineGroup
Tradewinds Capital Management, LLC1,252$109K0.03%-191,80213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,237$108K0.01%+1,21713F-HRTimelineGroup
FOSTER DYKEMA CABOT & PARTNERS, LLC1,192$104K0.01%013F-HRTimeline
PrairieView Partners, LLC1,176$102K0.01%+11613F-HRTimeline
Iron Horse Wealth Management, LLC1,117$97.5K0.03%013F-HRTimeline
Physician Wealth Advisors, Inc.1,096$95.6K0.02%new13F-HRTimeline
UMB Bank, n.a.1,092$95.3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Financial Freedom, LLC1,039$90.6K0.05%013F-HRTimeline
Urban Financial Advisory Corp1,023$89.3K0.05%+813F-HRTimeline
GoalVest Advisory LLC1,016$88.6K0.02%013F-HRTimeline
EASTERN BANK1,000$87.2K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…897$80.1K<0.01%-8813F-HRTimeline
TRUST CO OF VERMONT900$78.5K<0.01%-7613F-HRTimeline
Park Place Capital Corp871$76K0.02%new13F-HRTimeline
Hanson & Doremus Investment Management857$75K0.01%+713F-HRTimeline
AdvisorNet Financial, Inc801$69.9K0.01%-1413F-HRTimeline
Kathleen S. Wright Associates Inc.743$64.8K0.03%013F-HRTimeline
Crews Bank & Trust730$63.7K0.01%13F-HRTimeline
Bellwether Advisors, LLC725$63.2K0.01%new13F-HRTimeline
HBC Financial Services, PLLC720$62K0.04%013F-HRTimeline
Laurel Wealth Advisors LLC610$53.2K0.01%013F-HRTimeline
Sage Mountain Advisors LLC580$50.6K<0.01%-813F-HRTimeline
Steward Partners Investment Advisory, L…579$50.5K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC540$47.1K<0.01%013F-HRTimeline
IFP Advisors, Inc508$44.3K<0.01%-113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC492$42.9K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …489$42.7K0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC462$40.3K<0.01%+313F-HRTimeline
Global Trust Asset Management, LLC429$37.4K0.01%013F-HRTimeline
WR Wealth Planners, LLC395$34.5K0.01%+313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…388$33.9K0.01%013F-HRTimeline
Tidemark, LLC387$33.8K0.01%+213F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC385$33.5K0.01%+313F-HRTimeline
Founders Financial Alliance, LLC367$32K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC362$31.6K<0.01%+113F-HRTimeline
Princeton Global Asset Management LLC351$30.6K0.01%+313F-HRTimeline
LEE DANNER & BASS INC341$29.8K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.338$29.5K0.01%013F-HRTimeline
Copia Wealth Management334$29.1K0.03%13F-HRTimeline
Glassman Wealth Services325$28.4K<0.01%+213F-HRTimeline
Plante Moran Financial Advisors, LLC296$25.9K<0.01%+113F-HRTimeline
Cordgrass Capital Advisors, LLC270$23.6K0.01%013F-HRTimeline
Abound Wealth Management268$23.4K0.01%+213F-HRTimeline
SIGNATUREFD, LLC266$23.2K<0.01%013F-HRTimeline
Richardson Capital Management LLC264$23K0.01%-11013F-HRTimeline
Realta Investment Advisors260$22.8K0.01%-6013F-HRTimeline
Continuum Advisory, LLC254$22.2K<0.01%013F-HRTimeline
Bristlecone Advisors, LLC249$21.7K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC247$21.6K<0.01%-4813F-HRTimeline
Frazier Financial Advisors, LLC227$19.7K0.02%+15813F-HRTimeline
Wood Tarver Financial Group, LLC225$19K0.01%13F-HRTimeline
Beacon Capital Management, LLC206$18K<0.01%+1513F-HRTimeline
MassMutual Private Wealth & Trust, FSB195$17K<0.01%+12013F-HRTimeline
Morse Asset Management, Inc195$17K<0.01%-1,00013F-HRTimeline
MTM Investment Management, LLC195$17K0.01%013F-HRTimeline
Kiker Wealth Management, LLC190$16.6K0.01%13F-HRTimeline
TD Capital Management LLC184$16K<0.01%+213F-HRTimeline
Clark Wealth Partners179$15.7K0.01%13F-HRTimeline
DHJJ Financial Advisors, Ltd.178$15.5K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp171$14.9K0.01%13F-HRTimeline
MCF Advisors LLC170$14.9K<0.01%new13F-HRTimeline
Future Financial Wealth Managment LLC170$14.8K0.01%013F-HRTimeline
Decker Retirement Planning Inc.150$13.1K0.01%13F-HRTimeline
Bullock Wealth Management Group144$12.6K0.01%+113F-HRTimeline
Caitlin John, LLC142$12.4K0.01%013F-HRTimeline
Towne Trust Company, N.A125$10.9K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC124$10.8K<0.01%+1913F-HRTimeline
Davis Capital Management120$10.5K0.01%013F-HRTimeline
Westside Investment Management, Inc.118$10.3K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC115$10K<0.01%013F-HRTimeline
Kozak & Associates, Inc.114$9.96K<0.01%+113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…90$7.85K<0.01%013F-HRTimelineGroup
FLP Wealth Management, LLC89$7.76K0.02%13F-HRTimeline
TruNorth Capital Management, LLC83$7.24K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.82$7K<0.01%013F-HRTimeline
Crewe Advisors LLC79$6.89K<0.01%-4113F-HRTimeline
Global Wealth Strategies & Associates79$6.86K<0.01%+113F-HRTimeline
Sunbelt Securities, Inc.78$6.78K<0.01%013F-HRTimeline
Operose Advisors LLC76$6.63K<0.01%new13F-HRTimeline
Gen-Wealth Partners Inc65$5.69K<0.01%+313F-HRTimeline
Retirement Wealth Solutions LLC62$5.27K<0.01%13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC56$4.89K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC54$4.71K<0.01%013F-HRTimelineGroup
Tower View Wealth Management LLC48$4.22K<0.01%013F-HRTimeline
OARSMAN CAPITAL, INC.36$3.16K<0.01%013F-HRTimeline
Front Row Advisors LLC35$3.05K<0.01%013F-HRTimeline
Versant Capital Management, Inc32$2.79K<0.01%013F-HRTimeline
Archer Investment Corp32$2.79K<0.01%013F-HRTimeline
GeoWealth Management, LLC30$2.63K<0.01%-113F-HRTimeline
Wingate Wealth Advisors, Inc.28$2.44K<0.01%13F-HRTimeline
Valued Wealth Advisors LLC22$1.95K<0.01%013F-HRTimeline
Founders Capital Management21$1.84K<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.20$1.75K<0.01%013F-HRTimeline
Parallel Advisors, LLC19$1.66K<0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC17$1.48K<0.01%013F-HRTimeline
SWAN Capital LLC16$1.41K<0.01%+713F-HRTimeline
Kohmann Bosshard Financial Services, LLC14$1.22K<0.01%new13F-HRTimeline
Armor Investment Advisors, LLC10$873<0.01%013F-HRTimeline
Golden State Wealth Management, LLC9$785<0.01%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8$698<0.01%new13F-HRTimelineGroup
Coppell Advisory Solutions LLC6$522<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4$349<0.01%-5613F-HRTimelineGroup
Transce3nd, LLC1$87<0.01%13F-HRTimeline