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Disclosery

SLYV SPDR SERIES TRUST

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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
EWG Elevate Inc.2,956$232K0.09%-43,22813F-HRTimeline
HB Wealth Management, LLC2,942$231K<0.01%+24113F-HRTimeline
Allodium Investment Consultants, LLC2,908$228K0.17%013F-HRTimeline
Avant Capital LLC2,828$222K0.18%+713F-HRTimeline
Wellspring Financial Advisors, LLC2,803$220K0.02%-13713F-HRTimeline
Azimuth Capital Investment Management L…2,800$220K0.01%013F-HRTimeline
NESTEGG ADVISORS, INC.2,799$219K0.23%+1213F-HRTimeline
McGlone Suttner Wealth Management, Inc.2,797$219K0.04%new13F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC2,790$219K0.09%013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC2,774$217K0.12%+1213F-HRTimeline
Foguth Wealth Management, LLC.2,757$216K0.05%-1,32413F-HRTimeline
Dynamic Advisor Solutions LLC2,733$214K0.01%+113F-HRTimeline
Paradigm, Strategies in Wealth Manageme…2,714$213K0.14%+913F-HRTimeline
Ballentine Capital Advisors, Inc2,690$211K0.11%013F-HRTimeline
Faithward Advisors, LLC2,685$210K0.04%-2313F-HRTimeline
McKinley Carter Wealth Services, Inc.2,681$210K0.01%-7413F-HRTimeline
Center for Financial Planning, Inc.2,677$210K0.03%013F-HRTimeline
BALLAST ADVISORS LLC2,671$209K0.07%-4013F-HRTimeline
COURIER CAPITAL LLC2,661$209K0.01%+14613F-HRTimeline
Werba Rubin Papier Wealth Management2,658$208K0.05%013F-HRTimeline
Measured Wealth Private Client Group, L…2,657$208K0.07%-10213F-HRTimeline
Team Hewins, LLC2,644$207K0.08%013F-HR/ATimeline
Garden State Investment Advisory Servic…2,629$206K0.07%+313F-HRTimeline
Windward Private Wealth Management Inc.2,605$204K0.08%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,515$197K0.03%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,424$190K<0.01%-1,73013F-HRTimelineGroup
TIEMANN INVESTMENT ADVISORS, LLC2,356$185K0.08%013F-HRTimeline
Kennebec Savings Bank2,299$180K0.19%-5813F-HRTimeline
Sandy Spring Bank2,219$174K0.01%+1013F-HRTimeline
Winthrop Capital Management, LLC2,116$166K0.05%-18213F-HRTimeline
Bogart Wealth, LLC2,001$157K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,961$154K0.01%+113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,791$120K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…1,509$118K0.01%013F-HRTimeline
Abound Wealth Management1,459$114K0.04%+1,19113F-HRTimeline
PSI Advisors, LLC1,439$113K0.04%-67313F-HRTimeline
Wilmington Savings Fund Society, FSB1,435$113K<0.01%013F-HRTimeline
Urban Financial Advisory Corp1,353$106K0.06%+33013F-HRTimeline
Tradewinds Capital Management, LLC1,250$98K0.03%-213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,237$97K0.01%013F-HRTimelineGroup
FOSTER DYKEMA CABOT & PARTNERS, LLC1,192$93.5K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.1,176$92.2K0.02%+8013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,153$90.4K<0.01%-49713F-HRTimeline
Iron Horse Wealth Management, LLC1,117$87.6K0.03%013F-HRTimeline
UMB Bank, n.a.1,092$85.6K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Financial Freedom, LLC1,039$81.4K0.05%013F-HRTimeline
Grey Ledge Advisors, LLC1,038$81.4K0.02%new13F-HRTimeline
EASTERN BANK1,000$78.4K<0.01%013F-HRTimeline
PrairieView Partners, LLC1,003$78K0.01%-17313F-HRTimeline
TRUST CO OF VERMONT900$70.6K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/800$62.7K<0.01%-45413F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC748$58.7K<0.01%new13F-HRTimeline
Crews Bank & Trust730$57.2K0.01%013F-HRTimeline
Bellwether Advisors, LLC725$56.8K0.01%013F-HRTimeline
Kathleen S. Wright Associates Inc.723$56.6K0.02%-2013F-HRTimeline
Hanson & Doremus Investment Management689$54K0.01%-16813F-HRTimeline
Smartleaf Asset Management LLC659$51.5K<0.01%+53513F-HRTimeline
GoalVest Advisory LLC622$48.8K0.01%-39413F-HRTimeline
Laurel Wealth Advisors LLC610$47.8K0.01%013F-HRTimeline
Sage Mountain Advisors LLC580$45.5K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…562$44.1K<0.01%-1713F-HRTimeline
CARDIFF PARK ADVISORS, LLC540$42.3K<0.01%013F-HRTimeline
IFP Advisors, Inc536$42K<0.01%+2813F-HRTimeline
JFS WEALTH ADVISORS, LLC530$41.6K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc496$38.9K<0.01%-30513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC480$37.6K<0.01%-1213F-HRTimeline
Sound Income Strategies, LLC462$36.2K<0.01%013F-HRTimeline
Tidemark, LLC406$31.8K0.01%+1913F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…388$30.4K0.01%013F-HRTimeline
ABOUND FINANCIAL, LLC382$29.9K0.02%new13F-HRTimeline
Founders Financial Alliance, LLC367$28.8K0.01%013F-HRTimeline
ORG Partners LLC353$27.7K0.01%new13F-HRTimeline
Copia Wealth Management334$26.2K0.02%013F-HRTimeline
Glassman Wealth Services327$25.6K<0.01%+213F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC315$24.7K0.01%-7013F-HRTimeline
GPS Wealth Strategies Group, LLC312$24.5K<0.01%-5013F-HRTimeline
Princeton Global Asset Management LLC278$21.8K<0.01%-7313F-HRTimeline
MJT & Associates Financial Advisory Gro…272$21.3K0.02%13F-HRTimeline
Cordgrass Capital Advisors, LLC270$21.2K0.01%013F-HRTimeline
Richardson Capital Management LLC264$20.7K0.01%013F-HRTimeline
Realta Investment Advisors260$20.4K0.01%013F-HRTimeline
Wayfinding Financial, LLC258$20K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management251$19.7K<0.01%-2,16613F-HRTimelineGroup
Bristlecone Advisors, LLC249$19.5K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC247$19.4K0.01%013F-HRTimeline
Rossby Financial, LCC257$18.9K0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC225$17.6K0.01%013F-HRTimeline
Hughes Financial Services, LLC218$17.1K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …214$16.8K<0.01%13F-HRTimelineGroup
Cape Investment Advisory, Inc.198$15.5K0.01%-14013F-HRTimeline
Morse Asset Management, Inc195$15.3K<0.01%013F-HRTimeline
MTM Investment Management, LLC195$15.3K0.01%013F-HRTimeline
Beacon Capital Management, LLC193$15.1K<0.01%-1313F-HRTimeline
Kiker Wealth Management, LLC190$14.9K0.01%013F-HRTimeline
TD Capital Management LLC184$14.5K<0.01%013F-HRTimeline
Clark Wealth Partners179$14.1K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.178$14K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB171$13.4K<0.01%-2413F-HRTimeline
Murphy & Mullick Capital Management Corp171$13.4K0.01%013F-HRTimeline
Future Financial Wealth Managment LLC170$13.3K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC151$11.8K<0.01%-14513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …147$11.6K<0.01%new13F-HRTimelineGroup
Bullock Wealth Management Group145$11.4K0.01%+113F-HRTimeline
Towne Trust Company, N.A125$9.8K<0.01%013F-HRTimeline
Davis Capital Management120$9.41K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC115$9.02K<0.01%013F-HRTimeline
Kozak & Associates, Inc.124$8.78K<0.01%+1013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.109$8.54K0.01%new13F-HRTimeline
GeoWealth Management, LLC107$8.4K<0.01%+7713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…106$8.31K<0.01%+1613F-HRTimelineGroup
Compass Financial Services Inc103$8.07K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.96$7.53K<0.01%-2213F-HRTimeline
TruNorth Capital Management, LLC83$6.51K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.82$6.43K<0.01%+413F-HRTimeline
Crewe Advisors LLC79$6.19K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC70$5.51K<0.01%-15713F-HRTimeline
Tower View Wealth Management LLC66$5.15K<0.01%+1813F-HRTimeline
LANARK FINANCIAL, INC.76$5K<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC62$4.86K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC56$4.39K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC54$4.23K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC51$3.97K<0.01%-21513F-HRTimeline
Blue Trust, Inc.50$3.92K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC48$3.76K<0.01%+4013F-HRTimelineGroup
Costello Asset Management, INC46$3.61K<0.01%new13F-HRTimeline
Citizens National Bank Trust Department46$3.61K<0.01%new13F-HRTimeline
Collier Financial44$3.46K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC41$3.21K<0.01%new13F-HRTimeline
Front Row Advisors LLC35$2.74K<0.01%013F-HRTimeline
Versant Capital Management, Inc32$2.51K<0.01%013F-HRTimeline
Archer Investment Corp32$2.51K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC30$2.16K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC34$2K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS25$1.96K<0.01%+2113F-HRTimelineGroup
HOWE & RUSLING INC24$1.87K<0.01%new13F-HRTimeline
Founders Capital Management21$1.66K<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.20$1.57K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC17$1.33K<0.01%013F-HRTimeline
Continuum Advisory, LLC14$1.1K<0.01%-24013F-HRTimeline
Truvestments Capital LLC12$963<0.01%new13F-HRTimeline
Armor Investment Advisors, LLC10$784<0.01%013F-HRTimeline
Golden State Wealth Management, LLC9$706<0.01%013F-HR/ATimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…6$526<0.01%new13F-HRTimeline
Global Trust Asset Management, LLC1$51<0.01%-42813F-HRTimeline
Global Wealth Strategies & Associates1$47<0.01%-7813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-89713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC0$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Avion Wealth0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.