Skip to content
Disclosery

SLYV SPDR SERIES TRUST

Follow

SHS (fund)

556 managers (563 13F filers) reported a position in SLYV shares at 2025-09-30, 30,584,723 shares in all. 53 filers opened a position and 39 filers sold out during the quarter.

Managers
556
13F filers
563
New
53
Added
169
Reduced
231
Sold out
39
Shares held by filers
30,584,723

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Prospera Financial Services Inc2,809$249K<0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,802$248K<0.01%-113F-HRTimelineGroup
Azimuth Capital Investment Management L…2,800$248K0.01%013F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC2,790$247K0.08%013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…2,737$243K0.16%+1113F-HRTimeline
Dynamic Advisor Solutions LLC2,734$242K0.01%+113F-HRTimeline
Navalign, LLC2,704$240K0.06%-18413F-HRTimeline
Center for Financial Planning, Inc.2,677$237K0.03%013F-HRTimeline
Pinnacle Bancorp, Inc.2,675$237K0.07%+213F-HRTimeline
Wellspring Financial Advisors, LLC2,663$236K0.02%-14113F-HRTimeline
Werba Rubin Papier Wealth Management2,658$236K0.04%013F-HRTimeline
Team Hewins, LLC2,644$234K0.08%013F-HRTimeline
Faithward Advisors, LLC2,630$233K0.03%-5013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC2,628$233K0.1%-16113F-HRTimeline
Providence Financial Advisors, LLC2,612$232K0.22%13F-HRTimeline
American Trust2,607$231K0.02%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC2,573$228K0.02%new13F-HRTimelineGroup
BALLAST ADVISORS LLC2,561$227K0.06%-11613F-HRTimeline
CATHY PARETO & ASSOCIATES, INC2,537$225K0.17%-213F-HRTimeline
MJP ASSOCIATES INC /ADV2,533$225K0.03%new13F-HRTimeline
FIDUCIENT ADVISORS LLC2,533$225K0.03%new13F-HRTimeline
TRUST CO OF VERMONT2,516$223K0.01%-8413F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,515$223K0.03%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,514$223K<0.01%+16413F-HRTimelineGroup
Clearstead Advisors, LLC2,510$223K<0.01%013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC2,507$222K0.12%new13F-HRTimeline
COURIER CAPITAL LLC2,503$222K0.01%new13F-HRTimeline
Orin Green Financial, LLC2,489$221K0.09%new13F-HRTimeline
NOVEM GROUP2,482$220K0.03%new13F-HRTimeline
CENTRAL TRUST Co2,398$213K<0.01%-2013F-HRTimeline
Landmark Wealth Management, LLC2,393$212K0.08%-18113F-HRTimeline
Ballentine Capital Advisors, Inc2,374$210K0.09%-31613F-HRTimeline
Foster Group, Inc.2,371$210K0.01%new13F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,356$209K0.08%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,354$209K<0.01%new13F-HRTimeline
TFB Advisors LLC2,320$205K0.06%new13F-HRTimeline
Windward Private Wealth Management Inc.2,302$204K0.07%new13F-HRTimeline
Richmond Investment Services, LLC2,300$204K0.04%new13F-HRTimeline
Berger Financial Group, Inc2,300$204K0.01%new13F-HRTimeline
Avestar Capital, LLC2,296$204K0.01%new13F-HRTimeline
Vise Technologies, Inc.2,266$201K0.01%new13F-HRTimeline
Rockwood Wealth Management, LLC2,261$200K0.02%new13F-HRTimeline
Sachetta, LLC2,250$199K0.07%+1213F-HRTimeline
Measured Wealth Private Client Group, L…2,184$194K0.05%-32413F-HRTimeline
Steward Partners Investment Advisory, L…1,989$176K<0.01%+1,48913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,911$169K0.01%-5113F-HRTimeline
Centerpoint Advisors, LLC1,844$163K0.05%013F-HRTimeline
Winthrop Capital Management, LLC1,704$151K0.04%+113F-HRTimeline
HARBOUR INVESTMENTS, INC.1,547$137K<0.01%+83213F-HRTimeline
Capital Investment Advisory Services, L…1,509$134K0.01%013F-HRTimeline
Abound Wealth Management1,462$130K0.03%+213F-HRTimeline
Wilmington Savings Fund Society, FSB1,435$127K<0.01%013F-HR/ATimeline
Glass Jacobson Investment Advisors llc1,381$122K0.04%013F-HRTimeline
Urban Financial Advisory Corp1,368$121K0.06%+713F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,359$120K0.02%13F-HRTimelineGroup
Physician Wealth Advisors, Inc.1,268$112K0.02%+8913F-HRTimeline
Kennebec Savings Bank1,267$112K0.1%-1,03213F-HRTimeline
Tradewinds Capital Management, LLC1,242$110K0.02%-813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,237$110K<0.01%013F-HRTimelineGroup
Grey Ledge Advisors, LLC1,046$92.7K0.02%-1,00813F-HRTimeline
Financial Freedom, LLC1,039$92.1K0.05%013F-HRTimeline
Bogart Wealth, LLC1,001$88.8K<0.01%-1,00013F-HRTimeline
EASTERN BANK1,000$88.7K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC891$78.9K<0.01%+8213F-HRTimeline
Cranbrook Wealth Management, LLC808$71.6K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp806$71.5K<0.01%new13F-HRTimelineGroup
Kathleen S. Wright Associates Inc.723$64.1K0.02%013F-HRTimeline
Hanson & Doremus Investment Management696$62K0.01%+313F-HRTimeline
Collier Financial696$61.7K0.05%13F-HRTimeline
GoalVest Advisory LLC622$55.1K0.01%013F-HRTimeline
Sage Mountain Advisors LLC565$50.1K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC540$47.9K<0.01%013F-HRTimeline
Copia Wealth Management514$45.6K0.03%+13413F-HRTimeline
Sound Income Strategies, LLC459$40.4K<0.01%-313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.411$36.4K<0.01%013F-HRTimelineGroup
UMB Bank, n.a.392$34.8K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Founders Financial Alliance, LLC367$32.5K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.366$32.4K<0.01%+28813F-HRTimeline
Glassman Wealth Services330$29.3K<0.01%+113F-HRTimeline
Versant Capital Management, Inc318$28.2K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC286$25.4K<0.01%-17413F-HRTimeline
Princeton Global Asset Management LLC281$24.9K<0.01%+213F-HRTimeline
Cordgrass Capital Advisors, LLC270$23.9K0.01%013F-HRTimeline
MMA ASSET MANAGEMENT LLC267$23.7K0.01%new13F-HRTimeline
Richardson Capital Management LLC264$23.4K0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC258$22.9K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management251$22.3K<0.01%-3013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC247$21.9K0.01%013F-HRTimeline
Rossby Financial, LCC232$20.7K0.01%-2513F-HRTimeline
Cape Investment Advisory, Inc.232$20.6K0.02%+113F-HRTimeline
ROTHSCHILD INVESTMENT LLC215$19.1K<0.01%013F-HRTimeline
MTM Investment Management, LLC195$17.3K0.01%013F-HRTimeline
HOWE & RUSLING INC190$16.9K<0.01%+16613F-HRTimeline
TD Capital Management LLC186$16.5K<0.01%+113F-HRTimeline
Cornerstone Planning Group LLC120$16.5K<0.01%new13F-HRTimeline
Clark Wealth Partners179$16.3K0.01%-313F-HRTimeline
DHJJ Financial Advisors, Ltd.178$15.8K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp171$15.2K0.01%013F-HRTimeline
Future Financial Wealth Managment LLC170$15.1K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Morse Asset Management, Inc165$14.6K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC163$14.5K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/158$14K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC152$13.5K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC151$13.4K<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …147$13.1K<0.01%013F-HRTimelineGroup
Bullock Wealth Management Group146$13.1K0.01%013F-HRTimeline
Caitlin John, LLC142$12.6K0.01%new13F-HRTimeline
Tidemark, LLC132$11.7K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…130$11.5K0.01%-14213F-HRTimeline
Towne Trust Company, N.A125$11.1K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.125$11.1K<0.01%new13F-HRTimeline
Davis Capital Management120$10.6K0.01%13F-HRTimeline
Hughes Financial Services, LLC117$10.5K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC115$10.2K<0.01%013F-HRTimeline
Operose Advisors LLC114$10.1K<0.01%new13F-HRTimeline
Kozak & Associates, Inc.115$9.95K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.109$9.66K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…104$9.22K<0.01%+4113F-HRTimelineGroup
Westside Investment Management, Inc.96$8.51K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd89$7.89K<0.01%-2,79113F-HRTimeline
TruNorth Capital Management, LLC83$7.36K<0.01%013F-HRTimeline
Crewe Advisors LLC79$7K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.76$6.74K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC71$6.29K<0.01%-12413F-HRTimeline
CX Institutional67$6K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/66$5.85K<0.01%+1313F-HRTimelineGroup
Retirement Wealth Solutions LLC62$5.5K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC56$4.96K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC54$4.79K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC51$4.53K<0.01%013F-HRTimeline
Blue Trust, Inc.50$4.43K<0.01%013F-HRTimeline
Tower View Wealth Management LLC49$4.35K<0.01%013F-HRTimeline
Costello Asset Management, INC46$4.08K<0.01%013F-HRTimeline
Front Row Advisors LLC35$3.1K<0.01%013F-HRTimeline
Cloud Capital Management, LLC35$3K<0.01%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC33$2.92K<0.01%-35213F-HRTimeline
Archer Investment Corp32$2.84K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC27$2K<0.01%new13F-HRTimeline
RMG Wealth Management LLC22$1.96K<0.01%013F-HRTimeline
Founders Capital Management21$1.9K<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.20$1.77K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…18$1.6K<0.01%-29,29513F-HRTimelineGroup
FWL INVESTMENT MANAGEMENT, LLC17$1.51K<0.01%013F-HRTimeline
Hurley Capital, LLC13$1.17K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC12$1.06K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.9$798<0.01%013F-HRTimeline
Golden State Wealth Management, LLC9$798<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC7$621<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC5$443<0.01%013F-HRTimeline
Longview Financial Advisors LLC2$178<0.01%new13F-HRTimeline
MANNING & NAPIER ADVISORS LLC1$127<0.01%new13F-HRTimeline
Painted Porch Advisors LLC1$89<0.01%new13F-HRTimeline
Global Trust Asset Management, LLC1$58<0.01%013F-HRTimeline
Wagner Wealth Management, LLC1$46<0.01%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.1$45<0.01%new13F-HRTimeline
Avion Wealth0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.