Skip to content
Disclosery

SLYV SPDR SERIES TRUST

Follow

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
LPL Financial LLC5,152,916$404M0.16%+3,631,17013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,310,834$181M0.02%-369,87513F-HRTimelineGroup
Financial Engines Advisors L.L.C.1,308,080$103M0.22%+3,64113F-HRTimeline
Cannon Financial Strategists, Inc.942,162$73.9M12.68%+19,21213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC934,927$73.3M0.15%+16,16313F-HRTimelineGroup
Goelzer Investment Management, Inc.854,454$67M3.88%+15,94113F-HR/ATimeline
NorthRock Partners, LLC751,823$58.9M1.98%+12,43813F-HRTimeline
HighTower Advisors, LLC729,986$57.2M0.08%+596,81913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC692,321$54.2M0.01%-27,86913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…550,712$43.2M0.08%-50413F-HRTimeline
Creative Planningin group Creative Planning407,894$32M0.03%-24,36613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding386,506$30.3M-7,762Timeline
MORGAN STANLEYin group MORGAN STANLEY375,323$29.4M<0.01%+57,50413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding351,664$27.6M-100,730Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN332,950$26.1M0.01%-46,07513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.311,127$24.4M0.23%+17,11713F-HRTimelineGroup
Rodgers & Associates, LTD306,111$24M2.93%+7,44913F-HRTimeline
Evensky & Katz LLC299,978$23.5M1.58%-2,83313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC295,183$23.1M0.03%-18,35713F-HRTimeline
Fragasso Financial Advisors Inc288,102$22.6M1.68%+232,06713F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC269,163$21.1M2.07%+18,46313F-HRTimeline
Klingman & Associates, LLC262,088$20.5M1.26%+7,13913F-HRTimeline
American Financial Advisors, LLC258,388$20.3M2.94%-4,71613F-HRTimeline
Roberts Financial Services LLC256,415$20.1M3.91%+1,60613F-HRTimeline
KWB Wealth218,103$19M2.3%-14,80113F-HRTimeline
Convergence Financial, LLC239,950$18.8M3.69%+5,87813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP222,036$17.4M0.02%+215,83013F-HRTimelineGroup
PURE PORTFOLIOS HOLDINGS LLC217,254$17M6.26%+1,14813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.216,932$17M0.04%-82,34513F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…214,951$16.9M1.68%+8,81913F-HRTimelineGroup
SPX Gestao de Recursos Ltdain group SPX Gestao de Recursos Ltda213,190$16.7M2.16%+71,69013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC212,503$16.7M0.23%+180,73513F-HRTimelineGroup
Geneos Wealth Management Inc.205,455$16.1M0.24%+116,65213F-HRTimeline
Wrenne Financial Planning LLC191,798$15M7.99%+15,04213F-HRTimeline
First National Trust Co189,051$14.8M0.6%-7,16513F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…186,676$14.6M1.59%+28,49713F-HR/ATimelineGroup
FAS Wealth Partners, Inc.186,311$14.6M1.19%+6,31213F-HRTimeline
Avior Wealth Management, LLC182,976$14.3M0.54%-23,37913F-HRTimeline
GHP Investment Advisors, Inc.174,495$13.7M0.66%+1,10313F-HRTimeline
TIAAgroup of 2 filers holding162,479$12.7M+13,308Timeline
N.E.W. Advisory Services LLC162,095$12.7M0.97%+58,09213F-HRTimeline
Lutz Financial Services LLC161,915$12.7M1.04%+22213F-HRTimeline
Marathon Mission, Inc.159,503$12.5M8.75%-1,50213F-HRTimeline
Key Financial Inc158,733$12.4M2.71%-3,91313F-HRTimeline
IHT Wealth Management, LLC157,351$12.3M0.39%+10,61213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP156,752$12.3M0.03%+140,20013F-HRTimelineGroup
SAGE FINANCIAL GROUP INC156,344$12.3M0.99%+62313F-HRTimeline
Avantax Planning Partners, Inc.153,312$12M0.43%+16,51013F-HRTimeline
UBS Group AGin group UBS Group AG149,785$11.7M<0.01%-2,14113F-HRTimelineGroup
Financial Strategies Group, Inc.158,182$11.1M2.63%-10113F-HRTimeline
Graney & King, LLC141,499$11.1M8.26%+5,73113F-HRTimeline
Capasso Planning Partners LLC136,990$10.7M4.5%+78113F-HRTimeline
Optimist Retirement Group LLC135,074$10.6M5.3%+79613F-HRTimeline
Mariner, LLCin group Mariner, LLC131,103$10.3M0.02%+6,25713F-HRTimelineGroup
WCG Wealth Advisors LLC128,416$10.1M0.77%-19,15113F-HR/ATimeline
Triangle Securities Wealth Management125,137$9.81M2.52%+82313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BIP Wealth, LLC124,551$9.76M0.64%+15,75513F-HRTimeline
Perritt Capital Management Inc117,468$9.21M5.08%+2,40313F-HRTimeline
Asset Dedication, LLC112,588$8.83M0.72%-17,27513F-HRTimeline
BALANCED WEALTH GROUP LLC112,003$8.78M4.24%+1,07213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.111,029$8.7M0.02%+1,64013F-HRTimelineGroup
Cambridge Investment Research Advisors,…110,695$8.68M0.03%+80013F-HRTimeline
One Day In July LLC110,244$8.64M0.87%+20,42013F-HRTimeline
Rockbridge Investment Management, LCC109,541$8.59M1.02%-3,28213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV108,699$8.52M0.02%-26613F-HRTimeline
CarsonAllaria Wealth Management, Ltd.107,223$8.41M4.87%+3,27813F-HRTimeline
Modera Wealth Management, LLC99,482$7.8M0.11%-2,94713F-HRTimeline
Diversified Enterprises, LLC94,236$7.39M0.62%+5,80913F-HRTimeline
MATHER GROUP, LLC.89,052$6.98M0.08%-4,91213F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC87,599$6.87M0.1%new13F-HRTimeline
Cetera Investment Advisers86,011$6.74M0.01%+14,47013F-HRTimeline
LPWM LLC85,979$6.74M2.17%+4,97113F-HRTimeline
Cambridge Financial Group, LLC82,472$6.46M2.74%-36513F-HRTimeline
Clark Capital Management Group, Inc.79,563$6.24M0.04%+6,11713F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co77,218$6.05M<0.01%-3,05713F-HR/ATimelineGroup
Trilogy Capital Inc.77,054$6.04M0.32%-273,16213F-HRTimeline
MML INVESTORS SERVICES, LLC76,770$6.02M0.02%-31913F-HRTimeline
Private Advisor Group, LLC75,528$5.92M0.04%-16,17913F-HRTimeline
FINANCIAL COUNSELORS INC73,943$5.8M0.09%-2,19713F-HRTimeline
AIRE ADVISORS, LLC73,935$5.8M1.22%-1,44413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC73,916$5.8M<0.01%-1,37213F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC72,727$5.7M0.06%+4,68213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC71,623$5.62M<0.01%-55,06213F-HR/ATimelineGroup
NWAM LLC69,767$5.47M0.47%-79,53213F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC68,141$5.34M1.06%-6,72413F-HRTimeline
WealthShield Partners, LLC67,034$5.26M0.68%+17013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…66,145$5.19M0.14%+1,24213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP65,334$5.12M0.01%-7,56313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP62,560$4.89M<0.01%+17,94913F-HR/ATimelineGroup
McAdam, LLC60,154$4.72M0.29%+7913F-HRTimeline
Facet Wealth, Inc.62,380$4.66M0.12%+34,62713F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …59,293$4.65M0.95%-3,00213F-HRTimeline
Palisades Hudson Asset Management, L.P.58,609$4.59M2.09%+13713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP57,903$4.54M0.01%-25,16713F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT57,850$4.54M0.14%-92513F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.57,392$4.5M2.38%+2,38413F-HRTimeline
Pinnacle Financial Partners Inc51,320$4.42M0.09%+9213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA56,207$4.41M<0.01%-6,78813F-HR/ATimelineGroup
Salomon & Ludwin, LLC56,012$4.39M0.47%-45113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS55,731$4.37M0.01%-2,16013F-HRTimeline
CWM, LLCin group CWM, LLC55,439$4.35M0.02%+18,53713F-HRTimelineGroup
Melone Private Wealth, LLC54,883$4.3M2.25%+1,06213F-HRTimeline
New Hampshire Trust54,315$4.26M0.97%-2,07113F-HRTimeline
Councilor Wealth, LLC52,931$4.15M2.07%-3,18113F-HRTimeline
Kingsview Wealth Management, LLC52,338$4.1M0.08%+1,45413F-HRTimeline
Probity Advisors, Inc.50,997$4M0.77%-1,95313F-HRTimeline
Waverly Advisors, LLC50,972$4M0.05%-1,42013F-HRTimeline
Arax Advisory Partners48,492$3.8M0.24%+2,31513F-HRTimeline
STEVENS CAPITAL PARTNERS47,672$3.74M1.76%+12,52613F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC47,089$3.69M1.04%-15,65713F-HRTimeline
Marotta Asset Management41,987$3.65M0.72%+2,34313F-HRTimeline
Financial Advocates Investment Manageme…45,919$3.6M0.25%+35,01913F-HRTimeline
Krilogy Financial LLC44,975$3.53M0.23%-1,77813F-HRTimeline
Blue Barn Wealth, LLC44,643$3.5M1.83%+3,55613F-HRTimeline
TAGStone Capital, Inc.44,125$3.46M1.7%-22613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC38,980$3.4M0.08%013F-HRTimelineGroup
Dakota Wealth Management43,125$3.38M0.08%-7,37413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…43,111$3.38M0.07%+12,70913F-HRTimelineGroup
CALTON & ASSOCIATES, INC.43,101$3.38M0.77%+58313F-HR/ATimeline
TBH Global Asset Management, LLC81,941$3.27M0.63%+79,05313F-HRTimeline
Larson Financial Group LLC41,658$3.27M0.16%-95813F-HRTimeline
Perennial Investment Advisors, LLC39,518$3.1M0.35%-13,76913F-HRTimeline
Total Wealth Planning, LLC38,203$3M0.46%-95713F-HRTimeline
Chicago Partners Investment Group LLC40,235$2.98M0.1%+4,49313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC37,420$2.93M0.02%-2,60113F-HR/ATimelineGroup
Aptus Capital Advisors, LLC37,406$2.93M0.03%-93713F-HRTimeline
Financial Guidance Group, Inc.37,102$2.91M1.57%-1,04513F-HRTimeline
Tortoise Investment Management, LLC35,874$2.81M0.29%-1,66013F-HR/ATimeline
Prestige Wealth Management Group LLC35,813$2.81M0.6%-6,87013F-HR/ATimeline
Canandaigua National Trust Co of Florida35,504$2.78M2.45%-56213F-HRTimeline
Wealth Advisors of Tampa Bay, LLC35,379$2.77M1.13%+25313F-HRTimeline
BAILARD, INC.34,992$2.74M0.07%+1,46813F-HRTimeline
Tradition Wealth Management, LLC34,135$2.68M0.24%-24013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,929$2.66M<0.01%-80213F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC33,763$2.65M0.01%+2,09413F-HRTimelineGroup
Symphony Financial, Ltd. Co.37,317$2.64M1.56%new13F-HRTimeline
Strategies Wealth Advisors, LLC33,557$2.63M0.32%+1,48413F-HRTimeline
Hamilton Capital, LLC33,126$2.6M0.16%+3,99413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC32,900$2.58M0.04%-1,80413F-HRTimeline
Arete Wealth Advisors, LLC32,804$2.57M0.2%-2,72913F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.32,668$2.56M0.52%new13F-HRTimeline
Foundation Wealth Management, LLC\PA32,121$2.52M1.2%-30813F-HRTimeline
Indie Asset Partners, LLC31,507$2.47M2.14%-2013F-HRTimeline
Gladstone Institutional Advisory LLC31,272$2.45M0.11%+37613F-HRTimeline
KELLY FINANCIAL GROUP LLC30,500$2.39M0.75%-4,26313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC30,300$2.38M<0.01%+20,20013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC29,941$2.35M0.63%-5,90013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd29,923$2.34M0.05%+16,75913F-HRTimelineGroup
Integrated Wealth Concepts LLC29,429$2.31M0.03%+22,09313F-HRTimeline
MONECO ADVISORS, LLC28,492$2.23M0.23%+16,11713F-HR/ATimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …29,011$2.15M0.16%-1,06313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC26,989$2.12M0.01%-49413F-HRTimelineGroup
Financial Synergies Wealth Advisors, In…26,709$2.09M0.25%+32313F-HRTimeline
Partners in Financial Planning26,073$2.04M0.41%+52913F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…26,061$2.04M0.92%-2,27413F-HRTimeline
Rialto Wealth Management, LLC25,755$2.02M0.63%-1613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management25,610$2.01M0.03%+10,63513F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC25,560$2M0.18%-8813F-HR/ATimeline
Focus Financial Network, Inc.25,361$1.99M0.08%-53413F-HRTimeline
MAI Capital Management25,258$1.98M0.01%-97313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding25,113$1.97M+1,130Timeline
Meredith Wealth Planning24,988$1.96M0.86%+53913F-HRTimeline
Pacific Sun Financial Corp24,756$1.94M1.1%-15013F-HRTimeline
Brady Martz Wealth Solutions, LLC24,582$1.93M0.44%+63113F-HRTimeline
CM WEALTH ADVISORS LLC24,130$1.89M0.61%013F-HRTimeline
ERn Financial, LLC23,962$1.88M0.3%-60913F-HRTimeline
Avant Financial Advisors LLC23,466$1.84M1.67%+6,48013F-HRTimeline
EP Wealth Advisors, LLC23,136$1.81M0.01%-6,44113F-HRTimeline
Mutual Advisors, LLC24,146$1.77M0.05%-1,11513F-HRTimeline
SIMON QUICK ADVISORS, LLC21,767$1.71M0.1%-51413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC21,736$1.7M0.23%-1,11213F-HRTimeline
Eldridge Investment Advisors, Inc.21,652$1.7M0.39%+7013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC21,422$1.68M0.23%-2,50813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,684$1.62M<0.01%-25,69913F-HRTimelineGroup
Diligent Investors, LLC20,669$1.62M0.39%-1,24813F-HRTimeline
Perigon Wealth Management, LLC20,624$1.62M0.04%new13F-HRTimeline
Sensible Money, LLC20,536$1.61M0.69%-5713F-HRTimeline
Texas Yale Capital Corp.20,455$1.6M0.07%+11,93013F-HRTimeline
Freedom Investment Management, Inc.20,233$1.59M0.13%-3,48213F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.20,167$1.58M0.09%-9113F-HRTimelineGroup
Merit Financial Group, LLC19,954$1.56M0.02%+6,47213F-HRTimeline
Opus Capital Group, LLC19,826$1.55M0.2%+913F-HRTimeline
Ignite Planners, LLC20,969$1.55M0.3%-1813F-HRTimeline
BURNEY CO/19,743$1.55M0.06%+7,51213F-HRTimeline
IFG Advisory, LLC19,644$1.54M0.09%+15,71913F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC20,460$1.52M0.6%+8,16313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC19,178$1.5M0.01%+99013F-HRTimeline
Trueblood Wealth Management, LLC18,645$1.46M0.68%-45113F-HRTimeline
Farther Finance Advisors, LLC18,458$1.45M0.04%+1,38713F-HRTimeline
ALTFEST L J & CO INC18,243$1.43M0.18%-6,16213F-HRTimeline
Sanctuary Advisors, LLC18,019$1.41M0.01%-95213F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV17,931$1.41M0.38%+61913F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp17,772$1.39M0.09%-35113F-HRTimelineGroup
Laraway Financial Advisors Inc17,747$1.39M1.11%-15913F-HRTimeline
CoreCap Advisors, LLC17,709$1.39M0.06%-45713F-HRTimeline
Veridan Wealth LLC17,609$1.38M0.62%+2,07713F-HRTimeline
Grey Fox Wealth Advisors, LLC17,547$1.38M0.37%+2,78113F-HRTimeline
Firestone Capital Management17,488$1.37M0.36%+1,29713F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC16,677$1.31M0.01%+4,69013F-HRTimelineGroup
LTG Capital LLC16,541$1.3M1.18%-1013F-HRTimeline