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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,680,709$234M0.02%+7,36113F-HRTimelineGroup
LPL Financial LLC1,521,746$133M0.05%+24,56113F-HRTimeline
Financial Engines Advisors L.L.C.1,304,439$114M0.24%-66,28413F-HRTimeline
Cannon Financial Strategists, Inc.922,950$80.5M13.81%+3,49313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC918,764$80.2M0.17%+13,48413F-HRTimelineGroup
Goelzer Investment Management, Inc.838,513$73.2M4.25%-72,47713F-HRTimeline
NorthRock Partners, LLC739,385$64.5M2.1%+9,86613F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC720,190$62.8M0.02%+48,58313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…551,216$48.1M0.09%-6,20513F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding452,394$39.5M-59,922Timeline
Creative Planningin group Creative Planning432,260$37.7M0.04%-9,38213F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding394,268$34.4M+13,716Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN379,025$33.1M0.01%+13,45313F-HRTimelineGroup
Trilogy Capital Inc.350,216$30.6M1.57%-54213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY317,819$27.7M<0.01%+28,06013F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC313,540$27.4M0.04%+9,41313F-HRTimeline
Evensky & Katz LLC302,811$26.4M1.73%-7,99713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.299,277$26.1M0.06%+31,42213F-HR/ATimelineGroup
Rodgers & Associates, LTD298,662$26.1M3.11%-2,33313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.294,010$25.7M0.24%-14,21013F-HRTimelineGroup
Dean, Jacobson Financial Services, LLC293,584$25.6M19.56%+7,00713F-HRTimeline
American Financial Advisors, LLC263,104$23M3.24%-5,11813F-HRTimeline
Klingman & Associates, LLC254,949$22.2M1.37%-2,09213F-HRTimeline
Roberts Financial Services LLC254,809$22.2M4.2%+32713F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC250,700$21.9M2.14%-4,58713F-HRTimeline
Convergence Financial, LLC234,072$20.4M4.07%+15,72613F-HRTimeline
KWB Wealth232,904$20.2M2.51%-7,16713F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding227,641$19.9M-19,574Timeline
PURE PORTFOLIOS HOLDINGS LLC216,106$18.9M7%+33,09413F-HRTimeline
Avior Wealth Management, LLC206,355$18M0.66%-162,30013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…206,132$18M1.77%+3,11113F-HRTimelineGroup
First National Trust Co196,216$17.1M0.64%+1,35413F-HRTimeline
FAS Wealth Partners, Inc.179,999$15.7M1.32%+43313F-HRTimeline
Wrenne Financial Planning LLC176,756$15.4M8.77%+11,90313F-HRTimeline
GHP Investment Advisors, Inc.173,392$15.1M0.71%+3,94813F-HRTimeline
Key Financial Inc162,646$14.2M3.23%+1,84513F-HRTimeline
Lutz Financial Services LLC161,693$14.1M1.14%-5,33713F-HRTimeline
Marathon Mission, Inc.161,005$14M9.56%+5,56313F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…158,179$13.8M1.35%+75,45713F-HR/ATimelineGroup
SAGE FINANCIAL GROUP INC155,721$13.6M1.09%-1,59313F-HRTimeline
Financial Strategies Group, Inc.158,283$13.4M3.22%-1,88813F-HRTimeline
UBS Group AGin group UBS Group AG151,926$13.3M<0.01%+2,62013F-HRTimelineGroup
NWAM LLC149,299$13M0.81%+2,82513F-HRTimeline
TIAAgroup of 2 filers holding149,171$13M+27,981Timeline
WCG Wealth Advisors LLC147,567$12.9M0.85%+1,20613F-HRTimeline
IHT Wealth Management, LLC146,739$12.8M0.41%+120,78313F-HRTimeline
SPX Gestao de Recursos Ltdain group SPX Gestao de Recursos Ltda141,500$12.3M1.86%new13F-HRTimelineGroup
Avantax Planning Partners, Inc.136,802$11.9M0.43%-2,85713F-HRTimeline
Capasso Planning Partners LLC136,209$11.9M4.75%-12,86613F-HRTimeline
Graney & King, LLC135,768$11.7M8.87%13F-HRTimeline
Optimist Retirement Group LLC134,278$11.7M5.54%+5,75713F-HRTimeline
HighTower Advisors, LLC133,167$11.6M0.02%-1713F-HRTimeline
Asset Dedication, LLC129,863$11.3M0.89%-12,75813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC126,685$11.1M<0.01%-163,31013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC124,846$10.9M0.02%-13,61913F-HRTimelineGroup
Triangle Securities Wealth Management124,314$10.8M2.78%-59813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Merriman Wealth Management, LLC115,543$10.1M0.42%-1,29813F-HRTimeline
Perritt Capital Management Inc115,065$10M5.22%+3,96213F-HRTimeline
Rockbridge Investment Management, LCC112,823$9.84M1.26%-5,99613F-HRTimeline
BALANCED WEALTH GROUP LLC110,931$9.73M4.37%+2,47213F-HRTimeline
Cambridge Investment Research Advisors,…109,895$9.59M0.03%+8,81513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.109,389$9.54M0.02%+3,34913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV108,965$9.51M0.02%+71,23813F-HRTimeline
BIP Wealth, LLC108,796$9.49M0.64%+6,96413F-HRTimeline
N.E.W. Advisory Services LLC104,003$9.07M0.86%-2,96813F-HRTimeline
CarsonAllaria Wealth Management, Ltd.103,945$9.07M5.19%+3,01613F-HRTimeline
Modera Wealth Management, LLC102,429$8.94M0.11%+47,63913F-HRTimeline
MATHER GROUP, LLC.93,964$8.2M0.11%-2,39413F-HRTimeline
Private Advisor Group, LLC91,707$8M0.05%+2,69813F-HRTimeline
One Day In July LLC89,824$7.84M0.82%+15,08013F-HRTimeline
Geneos Wealth Management Inc.88,803$7.75M0.27%+1,07713F-HRTimeline
Diversified Enterprises, LLC88,427$7.72M0.74%+2,52613F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…85,468$7.46M0.68%-513,05713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP83,070$7.25M0.01%-66,10213F-HRTimelineGroup
Cambridge Financial Group, LLC82,837$7.23M3.09%-53913F-HRTimeline
LPWM LLC81,008$7.07M2.27%+4,91313F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co80,275$7M<0.01%-5,26613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC77,089$6.73M0.02%+1,85313F-HRTimeline
FINANCIAL COUNSELORS INC76,140$6.64M0.1%-31613F-HRTimeline
AIRE ADVISORS, LLC75,379$6.58M1.35%-34613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC75,288$6.57M<0.01%13F-HR/ATimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC74,865$6.53M1.38%-10,51813F-HRTimeline
Clark Capital Management Group, Inc.73,446$6.41M0.04%+2,13713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP72,897$6.36M0.01%-41,55613F-HRTimelineGroup
Provident Wealth Management, LLC72,610$6.34M2.11%+5,42413F-HRTimeline
Cetera Investment Advisers71,541$6.24M0.01%+1,80313F-HRTimeline
Kades & Cheifetz LLC69,739$6.08M3.11%+2,27913F-HRTimeline
TOWNSQUARE CAPITAL LLC68,045$5.94M0.07%+8,61913F-HRTimeline
WealthShield Partners, LLC66,864$5.83M0.83%+6,03913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…64,903$5.66M0.14%+11,26413F-HRTimelineGroup
Marietta Wealth Management, LLC64,801$5.65M0.81%+96113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA62,995$5.5M<0.01%+4,39713F-HRTimelineGroup
WALLER FINANCIAL PLANNING GROUP, INC62,746$5.47M1.38%+1,82413F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …62,295$5.44M1.17%-3,59913F-HRTimeline
McAdam, LLC60,075$5.24M0.29%-3,78013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT58,775$5.13M0.15%-18813F-HRTimeline
Palisades Hudson Asset Management, L.P.58,472$5.1M2.15%-38313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS57,891$5.05M0.01%-1,92113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC57,145$4.99M0.01%+56,45513F-HRTimelineGroup
Salomon & Ludwin, LLC56,463$4.93M0.52%-2,00513F-HRTimeline
New Hampshire Trust56,386$4.92M1.04%-69713F-HRTimeline
Councilor Wealth, LLC56,112$4.9M2.33%-68113F-HRTimeline
Fragasso Financial Advisors Inc56,035$4.89M0.37%+36913F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.55,008$4.8M2.52%+85113F-HRTimeline
Melone Private Wealth, LLC53,821$4.7M2.43%-11,71513F-HRTimeline
Perennial Investment Advisors, LLC53,287$4.65M0.55%-49,10113F-HRTimeline
Probity Advisors, Inc.52,950$4.62M0.89%-11,79013F-HRTimeline
Waverly Advisors, LLC52,392$4.57M0.07%-3,01513F-HRTimeline
Pinnacle Financial Partners Inc51,228$4.45M0.09%013F-HRTimeline
Kingsview Wealth Management, LLC50,884$4.44M0.09%+84713F-HRTimeline
Dakota Wealth Management50,499$4.41M0.1%-7,98013F-HRTimeline
New England Capital Financial Advisors …47,026$4.1M2%+1,44213F-HRTimeline
Clarus Wealth Advisors47,735$4.08M2.03%-3,17613F-HRTimeline
Krilogy Financial LLC46,753$4.08M0.27%-2,17413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…46,383$4.05M0.01%-10,49713F-HRTimelineGroup
EWG Elevate Inc.46,184$4.03M1.23%+41,28913F-HRTimeline
Arax Advisory Partners46,177$4.03M0.25%+79613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP44,611$3.89M<0.01%+12,03213F-HRTimelineGroup
TAGStone Capital, Inc.44,351$3.87M1.9%+24513F-HRTimeline
Prestige Wealth Management Group LLC42,683$3.72M0.77%-14913F-HR/ATimeline
Larson Financial Group LLC42,616$3.72M0.19%-94013F-HRTimeline
CALTON & ASSOCIATES, INC.42,518$3.71M1.64%+19,03413F-HRTimeline
Blue Barn Wealth, LLC41,087$3.58M1.89%+2,20813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC40,021$3.49M0.03%-1,67613F-HRTimelineGroup
Marotta Asset Management39,644$3.45M0.72%-2,34313F-HRTimeline
Total Wealth Planning, LLC39,160$3.42M0.53%-1,72713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC38,980$3.4M0.08%+3,50713F-HRTimelineGroup
Aptus Capital Advisors, LLC38,343$3.35M0.04%-4,42713F-HRTimeline
Financial Guidance Group, Inc.38,147$3.33M1.82%-4,51213F-HRTimeline
Tortoise Investment Management, LLC37,534$3.27M0.35%-1,35613F-HR/ATimeline
Capricorn Fund Managers Ltd37,272$3.24M1.44%013F-HRTimeline
CWM, LLCin group CWM, LLC36,902$3.22M0.01%+1,89413F-HRTimelineGroup
Canandaigua National Trust Co of Florida36,066$3.15M2.46%+10513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC35,841$3.13M0.86%-45013F-HRTimeline
Arete Wealth Advisors, LLC35,533$3.11M0.22%+7,78713F-HRTimeline
Chicago Partners Investment Group LLC35,742$3.1M0.1%-24313F-HRTimeline
Pinnacle Family Advisors, LLC35,231$3.07M1.49%+14,77713F-HRTimeline
STEVENS CAPITAL PARTNERS35,146$3.07M1.39%+1,80913F-HRTimeline
Wealth Advisors of Tampa Bay, LLC35,126$3.06M1.31%+16713F-HRTimeline
KELLY FINANCIAL GROUP LLC34,763$3.03M1.08%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC34,731$3.03M<0.01%+15,88113F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC34,704$3.03M0.04%-2,70913F-HRTimeline
Tradition Wealth Management, LLC34,375$3M0.26%-31513F-HRTimeline
BAILARD, INC.33,524$2.92M0.07%+14513F-HRTimeline
Foundation Wealth Management, LLC\PA32,429$2.83M1.37%13F-HRTimeline
Strategies Wealth Advisors, LLC32,073$2.8M0.35%-1,79313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC31,768$2.77M0.04%+4,22013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC31,669$2.76M0.01%-26913F-HRTimelineGroup
Indie Asset Partners, LLC31,527$2.75M2.16%-42213F-HRTimeline
Gladstone Institutional Advisory LLC30,896$2.7M0.13%-1,48113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…30,402$2.65M0.06%+2,17813F-HRTimelineGroup
EP Wealth Advisors, LLC29,577$2.58M0.02%+22,42813F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …30,074$2.56M0.2%-72413F-HRTimelineGroup
Hamilton Capital, LLC29,132$2.54M0.19%+3,08813F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…28,335$2.47M1.16%-3,90013F-HRTimeline
Facet Wealth, Inc.27,753$2.42M0.06%-29,75013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding27,483$2.4M-10,228Timeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…26,765$2.34M0.05%new13F-HRTimelineGroup
Financial Synergies Wealth Advisors, In…26,386$2.3M0.29%-48013F-HRTimeline
MAI Capital Management26,231$2.29M0.02%+5513F-HRTimeline
Focus Financial Network, Inc.25,895$2.26M0.09%-2,46413F-HRTimeline
Rialto Wealth Management, LLC25,771$2.25M0.74%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC25,696$2.24M0.07%+5,25213F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC25,648$2.24M0.17%new13F-HRTimeline
Mutual Advisors, LLC25,261$2.23M0.06%-3213F-HRTimeline
Partners in Financial Planning25,544$2.23M0.45%+65913F-HRTimeline
Pacific Sun Financial Corp24,906$2.17M1.18%-56013F-HRTimeline
Independent Advisor Alliance24,735$2.16M0.03%+22,01413F-HRTimeline
ERn Financial, LLC24,571$2.14M0.32%-97813F-HRTimeline
Meredith Wealth Planning24,449$2.13M0.95%+61413F-HRTimeline
ALTFEST L J & CO INC24,405$2.13M0.27%+74713F-HRTimeline
CM WEALTH ADVISORS LLC24,130$2.11M0.69%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding23,983$2.09M-959Timeline
INSPIRION WEALTH ADVISORS, LLC23,930$2.08M0.29%+2,05413F-HRTimeline
Brady Martz Wealth Solutions, LLC23,951$2.08M0.5%13F-HRTimeline
Freedom Investment Management, Inc.23,715$2.07M0.17%-17413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC22,848$1.99M0.25%-4813F-HRTimeline
SIMON QUICK ADVISORS, LLC22,281$1.94M0.12%-3,40213F-HRTimeline
Diligent Investors, LLC21,917$1.91M0.44%+34613F-HRTimeline
Eldridge Investment Advisors, Inc.21,582$1.88M0.44%+22313F-HRTimeline
Ignite Planners, LLC20,987$1.84M0.4%+2,63913F-HRTimeline
Sensible Money, LLC20,593$1.8M0.79%-16513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding20,258$1.77M-5,093Timeline
Opus Capital Group, LLC19,817$1.73M0.22%+1713F-HRTimeline
Sanctuary Advisors, LLC18,971$1.7M0.01%-41013F-HRTimeline
Trueblood Wealth Management, LLC19,096$1.67M0.82%+61913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC18,930$1.65M<0.01%+3,67613F-HRTimelineGroup
JNBA Financial Advisors18,547$1.62M0.17%-92013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC18,188$1.59M0.01%013F-HRTimeline
CoreCap Advisors, LLC18,166$1.58M0.07%+16813F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp18,123$1.58M0.1%+2,20713F-HRTimelineGroup
Laraway Financial Advisors Inc17,906$1.56M1.2%+113F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV17,312$1.51M0.45%+1413F-HRTimeline
Farther Finance Advisors, LLC17,071$1.49M0.05%-3,02113F-HRTimeline
Avant Financial Advisors LLC16,986$1.48M1.36%13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP16,552$1.44M<0.01%-39,02813F-HRTimelineGroup
LTG Capital LLC16,551$1.44M1.21%+6113F-HRTimeline
Oakwell Private Wealth Management, LLC16,413$1.43M0.4%-25513F-HRTimeline
Firestone Capital Management16,191$1.41M0.35%+1,21313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC16,188$1.41M0.2%-74813F-HRTimeline