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Disclosery

SLYV SPDR SERIES TRUST

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SHS (fund)

546 managers (553 13F filers) reported a position in SLYV shares at 2025-06-30, 30,389,595 shares in all. 40 filers opened a position and 44 filers sold out during the quarter.

Managers
546
13F filers
553
New
40
Added
179
Reduced
230
Sold out
44
Shares held by filers
30,389,595

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Lido Advisors, LLCin group Lido Advisors, LLC2,816$225K<0.01%-21713F-HRTimelineGroup
NESTEGG ADVISORS, INC.2,814$224K0.22%+1513F-HRTimeline
Wellspring Financial Advisors, LLC2,804$224K0.02%+113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,803$224K<0.01%new13F-HRTimelineGroup
Azimuth Capital Investment Management L…2,800$223K0.01%013F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC2,790$223K0.08%013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC2,789$222K0.21%+1513F-HRTimeline
Garden State Investment Advisory Servic…2,783$222K0.06%+15413F-HRTimeline
NORDEN GROUP LLC2,735$218K0.02%new13F-HRTimeline
Dynamic Advisor Solutions LLC2,733$218K0.01%013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…2,726$217K0.14%+1213F-HRTimeline
Ballentine Capital Advisors, Inc2,690$215K0.1%013F-HRTimeline
Faithward Advisors, LLC2,680$214K0.03%-513F-HRTimeline
Center for Financial Planning, Inc.2,677$214K0.02%013F-HRTimeline
BALLAST ADVISORS LLC2,677$213K0.06%+613F-HRTimeline
Pinnacle Bancorp, Inc.2,673$213K0.07%-78713F-HRTimeline
Werba Rubin Papier Wealth Management2,658$212K0.04%013F-HRTimeline
Team Hewins, LLC2,644$211K0.08%013F-HRTimeline
AE Wealth Management LLC2,614$208K<0.01%-44513F-HRTimeline
Quantinno Capital Management LP2,606$208K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT2,600$207K0.01%+1,70013F-HRTimeline
Landmark Wealth Management, LLC2,574$205K0.09%new13F-HRTimeline
CATHY PARETO & ASSOCIATES, INC2,539$203K0.17%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC2,518$201K0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,515$201K0.02%013F-HRTimeline
Clearstead Advisors, LLC2,510$200K<0.01%new13F-HRTimeline
Measured Wealth Private Client Group, L…2,508$200K0.06%-14913F-HRTimeline
CENTRAL TRUST Co2,418$193K<0.01%-1,78213F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,356$188K0.08%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,350$187K<0.01%-7413F-HRTimelineGroup
Kennebec Savings Bank2,299$183K0.18%013F-HRTimeline
Sachetta, LLC2,238$179K0.07%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,231$178K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC2,001$160K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,962$157K0.01%+113F-HRTimeline
Centerpoint Advisors, LLC1,844$147K0.05%-1,24813F-HRTimeline
Winthrop Capital Management, LLC1,703$136K0.03%-41313F-HRTimeline
Capital Investment Advisory Services, L…1,509$120K0.01%013F-HRTimeline
Abound Wealth Management1,460$116K0.03%+113F-HRTimeline
Wilmington Savings Fund Society, FSB1,435$114K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,381$110K0.04%-4,29013F-HRTimeline
Urban Financial Advisory Corp1,361$109K0.05%+813F-HRTimeline
Grey Ledge Advisors, LLC2,054$107K0.03%+1,01613F-HRTimeline
Tradewinds Capital Management, LLC1,250$99.7K0.03%013F-HRTimeline
Choate Investment Advisors1,238$98.7K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,237$98.7K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.1,179$94.1K0.01%+313F-HRTimeline
Iron Horse Wealth Management, LLC1,065$84.9K0.03%-5213F-HRTimeline
Financial Freedom, LLC1,039$82.9K0.04%013F-HRTimeline
PrairieView Partners, LLC1,003$80K0.01%013F-HRTimeline
EASTERN BANK1,000$79.8K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC809$64.8K0.01%+15013F-HRTimeline
Cranbrook Wealth Management, LLC808$64.4K0.01%new13F-HRTimeline
Bellwether Advisors, LLC725$57.8K0.01%013F-HRTimeline
Kathleen S. Wright Associates Inc.723$57.6K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.715$57K<0.01%-43813F-HRTimeline
Hanson & Doremus Investment Management693$55K0.01%+413F-HRTimeline
GoalVest Advisory LLC622$49.6K0.01%013F-HRTimeline
Sage Mountain Advisors LLC565$45.1K<0.01%-1513F-HRTimeline
CARDIFF PARK ADVISORS, LLC540$43.1K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…500$39.9K<0.01%-6213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC500$39.9K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc496$39.6K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.478$38.2K0.02%new13F-HRTimeline
Sound Income Strategies, LLC462$36.8K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC460$36.7K<0.01%-2013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.411$32.8K<0.01%-1,38013F-HRTimelineGroup
UMB Bank, n.a.392$31.3K<0.01%-70013F-HR/ATimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…388$30.9K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC385$30.7K<0.01%new13F-HRTimeline
Copia Wealth Management380$30.3K0.03%+4613F-HRTimeline
Glassman Wealth Services329$26.2K<0.01%+213F-HRTimeline
Versant Capital Management, Inc318$25.4K<0.01%+28613F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC296$23.6K<0.01%-89613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management281$22.4K<0.01%+3013F-HRTimelineGroup
Princeton Global Asset Management LLC279$22.3K<0.01%+113F-HRTimeline
MJT & Associates Financial Advisory Gro…272$21.7K0.03%013F-HR/ATimeline
Cordgrass Capital Advisors, LLC270$21.5K0.01%013F-HRTimeline
Richardson Capital Management LLC264$21.1K0.01%013F-HRTimeline
Realta Investment Advisors260$20.7K0.01%013F-HRTimeline
Rossby Financial, LCC257$20.5K0.01%013F-HRTimeline
Bristlecone Advisors, LLC249$19.9K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC247$19.7K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.231$18.4K0.01%+3313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC228$18.2K<0.01%new13F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC215$17.1K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC195$15.6K0.01%+12513F-HRTimeline
MTM Investment Management, LLC195$15.6K0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC193$15.4K<0.01%new13F-HRTimeline
TD Capital Management LLC185$14.8K<0.01%+113F-HRTimeline
Clark Wealth Partners182$14.6K0.01%+313F-HRTimeline
DHJJ Financial Advisors, Ltd.178$14.2K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp171$13.8K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB171$13.6K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC170$13.6K0.01%013F-HRTimeline
Morse Asset Management, Inc165$13.2K<0.01%-3013F-HRTimeline
GPS Wealth Strategies Group, LLC163$13K<0.01%-14913F-HRTimeline
TRUST CO OF TOLEDO NA /OH/158$12.6K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC146$12.3K<0.01%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …147$12.1K<0.01%013F-HRTimelineGroup
Kiker Wealth Management, LLC152$12.1K0.01%-3813F-HRTimeline
Plante Moran Financial Advisors, LLC151$12K<0.01%013F-HRTimeline
Bullock Wealth Management Group146$11.9K0.01%+113F-HRTimeline
Tidemark, LLC132$10.5K<0.01%-27413F-HRTimeline
Towne Trust Company, N.A125$9.97K<0.01%013F-HR/ATimeline
Kozak & Associates, Inc.115$9.56K<0.01%-913F-HRTimeline
Hughes Financial Services, LLC117$9.51K<0.01%-10113F-HRTimeline
Cherry Tree Wealth Management, LLC115$9.17K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC122$9K<0.01%-10313F-HRTimeline
Beacon Capital Management, LLC111$8.84K<0.01%-8213F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.109$8.69K0.01%013F-HRTimeline
GeoWealth Management, LLC106$8.46K<0.01%-113F-HRTimeline
Compass Financial Services Inc103$8.21K<0.01%013F-HRTimeline
Westside Investment Management, Inc.96$7.66K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.78$6.81K<0.01%-413F-HRTimeline
TruNorth Capital Management, LLC83$6.62K<0.01%013F-HRTimeline
Crewe Advisors LLC79$6.3K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.76$6K<0.01%013F-HRTimeline
Scarborough Advisors, LLC68$5.42K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…63$5.03K<0.01%-4313F-HRTimelineGroup
Retirement Wealth Solutions LLC62$4.95K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC56$4.47K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC54$4.31K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/53$4.23K<0.01%-74713F-HRTimelineGroup
SIGNATUREFD, LLC51$4.08K<0.01%013F-HRTimeline
Blue Trust, Inc.50$3.99K<0.01%013F-HRTimeline
Tower View Wealth Management LLC49$3.9K<0.01%-1713F-HRTimeline
Costello Asset Management, INC46$3.67K<0.01%013F-HRTimeline
Front Row Advisors LLC35$2.79K<0.01%013F-HRTimeline
Archer Investment Corp32$2.55K<0.01%013F-HRTimeline
HOWE & RUSLING INC24$1.91K<0.01%013F-HRTimeline
RMG Wealth Management LLC22$1.81K<0.01%13F-HRTimeline
Founders Capital Management21$1.7K<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.20$1.6K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC17$1.36K<0.01%013F-HRTimeline
Hurley Capital, LLC13$1.04K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10$798<0.01%-1513F-HRTimelineGroup
Armor Investment Advisors, LLC10$798<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.9$718<0.01%13F-HRTimeline
Golden State Wealth Management, LLC9$718<0.01%013F-HRTimeline
ALERUS FINANCIAL NA8$638<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC5$399<0.01%new13F-HRTimeline
Parallel Advisors, LLC2$160<0.01%new13F-HRTimeline
Global Trust Asset Management, LLC1$52<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Avion Wealth0$00%013F-HR/ATimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.