Skip to content
Disclosery

SLYV SPDR SERIES TRUST

Follow

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
LPL Financial LLC5,312,251$424M0.14%+159,33513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,175,117$173M0.01%-135,71713F-HRTimelineGroup
Financial Engines Advisors L.L.C.1,374,933$110M0.22%+66,85313F-HRTimeline
Cannon Financial Strategists, Inc.952,755$76M12%+10,59313F-HRTimeline
Goelzer Investment Management, Inc.885,572$70.6M3.87%+31,11813F-HRTimeline
NorthRock Partners, LLC788,734$62.9M1.64%+36,91113F-HR/ATimeline
HighTower Advisors, LLC786,215$62.7M0.08%+56,22913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC672,685$53.5M0.01%-19,63613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…465,960$38.8M0.06%-84,75213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY442,167$35.3M<0.01%+66,84413F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding380,829$30.4M-5,677Timeline
Creative Planningin group Creative Planning380,649$30.4M0.03%-27,24513F-HRTimelineGroup
Rodgers & Associates, LTD336,515$26.8M2.95%+30,40413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.327,205$26.1M0.22%+16,07813F-HRTimelineGroup
Fragasso Financial Advisors Inc309,343$24.7M1.66%+21,24113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC305,697$24.4M0.04%-629,23013F-HRTimelineGroup
Evensky & Katz LLC289,773$23.1M1.41%-10,20513F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC285,410$22.8M2.11%+16,24713F-HRTimeline
Klingman & Associates, LLC284,381$22.7M1.25%+22,29313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding268,101$21.4M-83,563Timeline
American Financial Advisors, LLC254,108$20.3M2.83%-4,28013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.243,720$19.4M0.03%+26,78813F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN230,268$18.4M<0.01%-102,68213F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…211,011$16.8M1.56%-3,94013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC206,077$16.4M0.02%-89,10613F-HRTimeline
Convergence Financial, LLC202,579$16.2M2.78%-37,37113F-HRTimeline
Avantax Planning Partners, Inc.202,222$16.1M0.51%+48,91013F-HRTimeline
First National Trust Co198,055$15.8M0.59%+9,00413F-HRTimeline
Key Financial Inc187,926$15M3.02%+29,19313F-HRTimeline
Wrenne Financial Planning LLC181,275$14.5M6.76%-10,52313F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC180,752$14.4M4.88%-36,50213F-HRTimeline
GHP Investment Advisors, Inc.177,470$14.2M0.63%+2,97513F-HRTimeline
Financial Strategies Group, Inc.166,625$13.9M2.89%+8,44313F-HRTimeline
UBS Group AGin group UBS Group AG171,091$13.6M<0.01%+21,30613F-HRTimelineGroup
TIAAgroup of 2 filers holding170,361$13.6M+7,882Timeline
FAS Wealth Partners, Inc.160,891$12.8M0.95%-25,42013F-HRTimeline
SAGE FINANCIAL GROUP INC157,831$12.6M0.93%+1,48713F-HRTimeline
Graney & King, LLC151,593$12.1M8.12%+10,09413F-HRTimeline
CWM, LLCin group CWM, LLC147,768$11.8M0.04%+92,32913F-HRTimelineGroup
Lutz Financial Services LLC147,502$11.8M0.91%-14,41313F-HRTimeline
WCG Wealth Advisors LLC146,171$11.7M0.75%+17,75513F-HRTimeline
One Day In July LLC142,125$11.3M1.03%+31,88113F-HRTimeline
Optimist Retirement Group LLC140,613$11.2M5.38%+5,53913F-HRTimeline
KWB Wealth142,177$11.1M1.35%-75,92613F-HRTimeline
BIP Wealth, LLC139,658$11.1M0.69%+15,10713F-HRTimeline
Roberts Financial Services LLC134,128$10.7M3.69%-122,28713F-HRTimeline
IHT Wealth Management, LLC130,646$10.4M0.29%-26,70513F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…129,038$10.3M1.09%-57,63813F-HR/ATimelineGroup
BALANCED WEALTH GROUP LLC127,089$10.3M4.46%+15,08613F-HRTimeline
Perritt Capital Management Inc125,524$10M5.17%+8,05613F-HR/ATimeline
Triangle Securities Wealth Management122,855$9.8M2.41%-2,28213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Asset Dedication, LLC118,833$9.48M0.69%+6,24513F-HRTimeline
Cambridge Investment Research Advisors,…117,116$9.34M0.03%+6,42113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.112,629$8.98M0.02%+1,60013F-HRTimelineGroup
CarsonAllaria Wealth Management, Ltd.110,291$8.8M4.72%+3,06813F-HRTimeline
Geneos Wealth Management Inc.110,056$8.78M0.21%-95,39913F-HRTimeline
Mariner, LLCin group Mariner, LLC108,254$8.63M0.01%-22,84913F-HRTimelineGroup
Rockbridge Investment Management, LCC105,561$8.42M0.9%-3,98013F-HRTimeline
SPX Gestao de Recursos Ltdain group SPX Gestao de Recursos Ltda104,095$8.3M0.78%-109,09513F-HRTimelineGroup
Symphony Financial, Ltd. Co.100,456$8.16M1.07%+63,13913F-HR/ATimeline
LPWM LLC97,237$7.76M2.26%+11,25813F-HRTimeline
Modera Wealth Management, LLC94,854$7.57M0.09%-4,62813F-HRTimeline
NWAM LLC91,316$7.3M0.42%+21,54913F-HR/ATimeline
Avior Wealth Management, LLC88,593$7.06M0.24%-94,38313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC88,385$7.05M<0.01%+14,46913F-HRTimelineGroup
MATHER GROUP, LLC.87,666$6.99M0.07%-1,38613F-HRTimeline
Diversified Enterprises, LLC86,114$6.87M0.51%-8,12213F-HRTimeline
Private Advisor Group, LLC84,529$6.74M0.04%+9,00113F-HRTimeline
Cetera Investment Advisers82,294$6.56M0.01%-3,71713F-HRTimeline
Cambridge Financial Group, LLC81,988$6.54M2.45%-48413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC79,702$6.36M<0.01%+8,07913F-HRTimelineGroup
Trilogy Capital Inc.79,517$6.34M0.31%+2,46313F-HRTimeline
MML INVESTORS SERVICES, LLC79,350$6.33M0.02%+2,58013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP77,031$6.17M<0.01%+14,47113F-HRTimelineGroup
Capasso Planning Partners LLC77,347$6.17M3.49%-59,64313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV77,046$6.15M0.01%-31,65313F-HRTimeline
Midwest Trust Co75,932$6.06M0.08%13F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co74,319$5.93M<0.01%-2,89913F-HRTimelineGroup
WealthShield Partners, LLC74,089$5.91M0.71%+7,05513F-HRTimeline
Farther Finance Advisors, LLC69,589$5.55M0.11%+51,13113F-HRTimeline
AIRE ADVISORS, LLC69,259$5.52M1.07%-4,67613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…68,768$5.48M0.13%+2,62313F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT67,563$5.39M0.12%+9,71313F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC66,985$5.34M0.97%-1,15613F-HRTimeline
McAdam, LLC63,842$5.09M0.28%+3,68813F-HRTimeline
Palisades Hudson Asset Management, L.P.62,702$5M1.96%+4,09313F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC60,043$4.79M1.16%+12,95413F-HRTimeline
STEVENS CAPITAL PARTNERS58,430$4.75M1.7%+10,75813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP59,387$4.74M0.01%-5,94713F-HR/ATimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …59,293$4.73M0.91%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA58,872$4.7M<0.01%+2,66513F-HR/ATimelineGroup
N.E.W. Advisory Services LLC57,839$4.61M0.45%-104,25613F-HRTimeline
Melone Private Wealth, LLC56,810$4.55M2.33%+1,92713F-HRTimeline
Strategies Wealth Advisors, LLC56,611$4.52M0.49%+23,05413F-HRTimeline
Financial Advocates Investment Manageme…56,427$4.5M0.37%+10,50813F-HRTimeline
Salomon & Ludwin, LLC54,186$4.49M0.44%-1,82613F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.56,088$4.47M2.18%-1,30413F-HRTimeline
Kingsview Wealth Management, LLC55,731$4.45M0.08%+3,39313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP54,917$4.38M0.01%-2,98613F-HRTimelineGroup
Marathon Mission, Inc.53,885$4.3M2.73%-105,61813F-HRTimeline
Probity Advisors, Inc.53,633$4.28M0.75%+2,63613F-HRTimeline
Facet Wealth, Inc.51,875$4.2M0.1%-10,50513F-HRTimeline
New Hampshire Trust52,440$4.18M0.87%-1,87513F-HRTimeline
Blue Barn Wealth, LLC51,096$4.07M1.92%+6,45313F-HRTimeline
Councilor Wealth, LLC50,832$4.05M1.89%-2,09913F-HRTimeline
Waverly Advisors, LLC49,398$3.94M0.04%-1,57413F-HRTimeline
Marotta Asset Management48,210$3.85M0.77%+6,22313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS47,573$3.79M0.01%-8,15813F-HRTimeline
CALTON & ASSOCIATES, INC.45,686$3.64M0.63%+2,58513F-HRTimeline
TAGStone Capital, Inc.44,265$3.62M1.49%+14013F-HRTimeline
GTS SECURITIES LLC44,809$3.57M0.16%new13F-HRTimeline
Krilogy Financial LLC44,310$3.53M0.2%-66513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC43,034$3.43M<0.01%+9,10513F-HRTimelineGroup
Hamilton Capital, LLC41,547$3.31M0.18%+8,42113F-HRTimeline
Total Wealth Planning, LLC41,045$3.27M0.41%+2,84213F-HRTimeline
Chicago Partners Investment Group LLC37,370$3.15M0.09%-2,86513F-HRTimeline
Dakota Wealth Management37,578$3M0.06%-5,54713F-HRTimeline
BAILARD, INC.37,194$2.97M0.07%+2,20213F-HRTimeline
MONECO ADVISORS, LLC37,078$2.96M0.28%+8,58613F-HRTimeline
Aptus Capital Advisors, LLC37,002$2.95M0.03%-40413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC36,886$2.94M0.02%-53413F-HR/ATimelineGroup
Perennial Investment Advisors, LLC36,759$2.93M0.28%-2,75913F-HRTimeline
Financial Guidance Group, Inc.36,717$2.93M1.42%-38513F-HRTimeline
Prestige Wealth Management Group LLC36,446$2.91M0.59%+63313F-HR/ATimeline
Larson Financial Group LLC35,619$2.84M0.11%-6,03913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC35,277$2.81M0.03%+2,37713F-HRTimeline
Canandaigua National Trust Co of Florida35,147$2.8M1.99%-35713F-HRTimeline
Tortoise Investment Management, LLC34,213$2.73M0.26%-1,66113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC33,806$2.7M0.01%+4313F-HRTimelineGroup
Tradition Wealth Management, LLC33,755$2.69M0.22%-38013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO33,659$2.68M0.67%13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC33,400$2.66M0.03%-179,10313F-HRTimelineGroup
Gladstone Institutional Advisory LLC32,828$2.62M0.11%+1,55613F-HRTimeline
Partners in Financial Planning31,136$2.48M0.46%+5,06313F-HRTimeline
Meredith Wealth Planning30,396$2.42M0.88%+5,40813F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC29,968$2.39M0.61%+2713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…29,313$2.34M0.06%+18,90613F-HRTimelineGroup
Integrated Wealth Concepts LLC29,267$2.33M0.02%-16213F-HRTimeline
Foundation Wealth Management, LLC\PA28,249$2.25M0.97%-3,87213F-HRTimeline
Mutual Advisors, LLC25,255$2.11M0.05%+1,10913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC26,289$2.1M0.17%+72913F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…26,187$2.09M0.84%+12613F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …24,548$2.07M0.13%-4,46313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC25,796$2.06M0.01%-1,19313F-HRTimelineGroup
Rialto Wealth Management, LLC25,692$2.05M0.57%-6313F-HRTimeline
Indie Asset Partners, LLC25,684$2.05M3.73%-5,82313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,675$2.05M<0.01%+4,99113F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management25,565$2.04M0.03%-4513F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding24,776$1.98M-337Timeline
CM WEALTH ADVISORS LLC24,181$1.93M0.57%+5113F-HRTimeline
Pacific Sun Financial Corp23,706$1.89M0.99%-1,05013F-HRTimeline
MAI Capital Management23,486$1.87M0.01%-1,77213F-HRTimeline
Focus Financial Network, Inc.23,440$1.87M0.07%-1,92113F-HRTimeline
Pinnacle Financial Partners Inc23,078$1.84M0.04%-28,24213F-HRTimeline
ERn Financial, LLC22,570$1.8M0.38%-1,39213F-HRTimeline
Ignite Planners, LLC21,900$1.8M0.31%+93113F-HR/ATimeline
Brady Martz Wealth Solutions, LLC22,459$1.79M0.35%-2,12313F-HRTimeline
Financial Synergies Wealth Advisors, In…22,330$1.78M0.19%-4,37913F-HRTimeline
Global Retirement Partners, LLC22,235$1.77M0.04%13F-HRTimeline
Arete Wealth Advisors, LLC21,618$1.72M0.12%-11,18613F-HRTimeline
IFG Advisory, LLC21,526$1.72M0.09%+1,88213F-HRTimeline
SIMON QUICK ADVISORS, LLC21,509$1.72M0.09%-25813F-HR/ATimeline
Eldridge Investment Advisors, Inc.21,433$1.71M0.36%-21913F-HRTimeline
Perigon Wealth Management, LLC21,118$1.68M0.04%+49413F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC21,116$1.68M0.22%-30613F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC21,065$1.68M0.21%-67113F-HRTimeline
Freedom Investment Management, Inc.20,571$1.64M0.13%+33813F-HRTimeline
Sensible Money, LLC20,504$1.64M0.62%-3213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC20,271$1.62M<0.01%+16,97113F-HRTimelineGroup
EP Wealth Advisors, LLC20,221$1.61M0.01%-2,91513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…19,923$1.59M0.04%-23,18813F-HRTimelineGroup
Atria Wealth Solutions, Inc.19,307$1.57M0.04%+6,57413F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.19,709$1.57M0.08%-45813F-HRTimelineGroup
Diligent Investors, LLC19,638$1.57M0.37%-1,03113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC19,498$1.56M0.01%+32013F-HRTimeline
Opus Capital Group, LLC19,102$1.52M0.18%-72413F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp18,959$1.51M0.09%+1,18713F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC18,936$1.51M0.15%-53,79113F-HRTimeline
Trueblood Wealth Management, LLC18,664$1.49M0.62%+1913F-HRTimeline
BURNEY CO/18,422$1.47M0.05%-1,32113F-HRTimeline
Courage Miller Partners, LLC18,267$1.46M0.46%+1,80313F-HRTimeline
Parkside Financial Bank & Trust18,248$1.46M0.16%+4,20513F-HRTimeline
Sanctuary Advisors, LLC18,179$1.45M0.01%+16013F-HRTimeline
DIVERSIFIED TRUST CO18,053$1.44M0.03%new13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV17,802$1.42M0.31%-12913F-HRTimeline
Payne Capital Management, LLC17,577$1.4M0.54%+3,78213F-HRTimeline
Grey Fox Wealth Advisors, LLC17,566$1.4M0.33%+1913F-HRTimeline
CoreCap Advisors, LLC17,550$1.4M0.06%-15913F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC17,057$1.39M0.46%-3,40313F-HR/ATimeline
LTG Capital LLC17,115$1.37M1.17%+57413F-HRTimeline
Laraway Financial Advisors Inc16,568$1.32M1%-1,17913F-HRTimeline
KELLY FINANCIAL GROUP LLC16,430$1.31M0.38%-14,07013F-HRTimeline
Paragon Capital Management Ltd16,137$1.29M0.23%+1,10013F-HRTimeline
Oakwell Private Wealth Management, LLC15,760$1.26M0.29%013F-HRTimeline
Valmark Advisers, Inc.15,281$1.22M0.02%+35513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO15,253$1.22M<0.01%+1,90813F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC15,188$1.21M0.15%-31413F-HRTimeline
Meridian Financial Advisors, LLC15,149$1.21M0.78%+16213F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC15,087$1.2M0.3%-40813F-HRTimeline
MOTIVE WEALTH ADVISORS14,965$1.19M0.54%+3,74813F-HRTimeline