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Disclosery

SLYV SPDR SERIES TRUST

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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
LPL Financial LLC5,512,449$489M0.14%+200,19813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,273,012$202M0.02%+97,89513F-HR/ATimelineGroup
Financial Engines Advisors L.L.C.1,194,647$106M0.2%-180,28613F-HRTimeline
Cannon Financial Strategists, Inc.994,143$88.1M12.61%+41,38813F-HRTimeline
Goelzer Investment Management, Inc.878,567$77.9M4.13%-7,00513F-HRTimeline
NorthRock Partners, LLC788,199$69.9M1.26%-53513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC693,161$61.5M0.01%+20,47613F-HRTimelineGroup
HighTower Advisors, LLC590,433$52.3M0.06%-195,78213F-HRTimeline
Creative Planningin group Creative Planning476,621$42.3M0.03%+95,97213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY453,559$40.2M<0.01%+11,39213F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…424,070$37.5M0.06%-41,89013F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…400,624$35.5M1.31%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.370,219$32.5M0.05%+126,49913F-HRTimelineGroup
Rodgers & Associates, LTD333,944$29.6M3.05%-2,57113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.324,530$28.8M0.21%-2,67513F-HRTimelineGroup
Fragasso Financial Advisors Inc313,321$28.2M1.76%+3,97813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding307,144$27.2M-73,685Timeline
Cerity Partners LLCin group Cerity Partners LLC296,474$26.3M0.04%-9,22313F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC286,569$25.4M2.21%+1,15913F-HRTimeline
Klingman & Associates, LLC282,377$25M1.26%-2,00413F-HRTimeline
Evensky & Katz LLC279,131$24.7M1.44%-10,64213F-HRTimeline
Dean, Jacobson Financial Services, LLC276,773$24.5M17.83%new13F-HRTimeline
American Financial Advisors, LLC267,000$23.7M3.05%+12,89213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN253,050$22.4M<0.01%+22,78213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding221,521$19.6M-46,580Timeline
Convergence Financial, LLC211,659$18.8M2.82%+9,08013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…206,200$18.3M1.61%-4,81113F-HRTimelineGroup
First National Trust Co205,379$18.2M0.62%+7,32413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC196,821$17.4M0.02%-9,25613F-HRTimeline
Avantax Planning Partners, Inc.196,682$17.4M0.5%-5,54013F-HRTimeline
Key Financial Inc187,938$16.8M3.1%+1213F-HRTimeline
Wrenne Financial Planning LLC187,488$16.6M7.11%+6,21313F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC184,012$16.3M5.1%+3,26013F-HRTimeline
GHP Investment Advisors, Inc.178,809$15.9M0.67%+1,33913F-HRTimeline
TIAAgroup of 2 filers holding174,165$15.4M+3,804Timeline
UBS Group AGin group UBS Group AG172,556$15.3M<0.01%+1,46513F-HRTimelineGroup
Financial Strategies Group, Inc.171,548$15.2M2.89%+4,92313F-HRTimeline
FAS Wealth Partners, Inc.169,137$15M1.02%+8,24613F-HRTimeline
One Day In July LLC166,929$14.8M1.25%+24,80413F-HRTimeline
SAGE FINANCIAL GROUP INC158,520$14.1M0.96%+68913F-HRTimeline
Lutz Financial Services LLC144,379$12.8M0.93%-3,12313F-HRTimeline
Optimist Retirement Group LLC141,321$12.5M5.66%+70813F-HRTimeline
WCG Wealth Advisors LLC131,946$11.7M0.73%-14,22513F-HRTimeline
BIP Wealth, LLC131,609$11.7M0.58%-8,04913F-HRTimeline
IHT Wealth Management, LLC130,416$11.6M0.29%-23013F-HRTimeline
CWM, LLCin group CWM, LLC128,293$11.4M0.03%-19,47513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC126,584$11.2M<0.01%+38,19913F-HRTimelineGroup
Perritt Capital Management Inc126,526$11.2M5.31%+1,00213F-HRTimeline
Triangle Securities Wealth Management123,384$10.9M2.48%+52913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cambridge Investment Research Advisors,…120,345$10.7M0.03%+3,22913F-HRTimeline
CarsonAllaria Wealth Management, Ltd.117,096$10.4M5.4%+6,80513F-HRTimeline
BALANCED WEALTH GROUP LLC126,589$10.4M4.55%-50013F-HRTimeline
Asset Dedication, LLC116,589$10.3M0.69%-2,24413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.114,825$10.2M0.02%+2,19613F-HRTimelineGroup
KWB Wealth126,115$10.1M1.11%-16,06213F-HRTimeline
Geneos Wealth Management Inc.109,440$9.7M0.25%-61613F-HRTimeline
Symphony Financial, Ltd. Co.101,471$8.99M1.09%+1,01513F-HRTimeline
Rockbridge Investment Management, LCC100,623$8.92M0.88%-4,93813F-HRTimeline
LPWM LLC98,199$8.71M2.32%+96213F-HRTimeline
Mariner, LLCin group Mariner, LLC98,134$8.7M0.01%-10,12013F-HRTimelineGroup
Modera Wealth Management, LLC93,943$8.33M0.1%-91113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC92,526$8.2M<0.01%+12,82413F-HRTimelineGroup
Cetera Investment Advisers92,004$8.16M0.01%+9,71013F-HRTimeline
NWAM LLC91,598$8.13M0.44%+28213F-HR/ATimeline
Diversified Enterprises, LLC88,070$7.81M0.53%+1,95613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP86,868$7.68M0.01%+9,83713F-HRTimelineGroup
MATHER GROUP, LLC.86,248$7.65M0.08%-1,41813F-HRTimeline
Private Advisor Group, LLC83,927$7.44M0.04%-60213F-HRTimeline
MML INVESTORS SERVICES, LLC82,329$7.3M0.02%+2,97913F-HRTimeline
Cambridge Financial Group, LLC81,960$7.27M2.34%-2813F-HRTimeline
Capasso Planning Partners LLC81,208$7.2M4.49%+3,86113F-HRTimeline
Avior Wealth Management, LLC81,222$7.19M0.23%-7,37113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC80,489$7.14M0.01%+37,45513F-HRTimelineGroup
Trilogy Capital Inc.74,675$6.62M0.31%-4,84213F-HRTimeline
Roberts Financial Services LLC73,376$6.5M2.1%-60,75213F-HRTimeline
STEVENS CAPITAL PARTNERS69,806$6.19M1.85%+11,37613F-HRTimeline
WealthShield Partners, LLC69,728$6.18M0.7%-4,36113F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co69,152$6.13M<0.01%-5,16713F-HRTimelineGroup
AIRE ADVISORS, LLC69,066$6.12M1.11%-19313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…67,511$5.98M0.13%-1,25713F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT66,788$5.92M0.12%-77513F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC65,715$5.83M0.96%-1,27013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …65,033$5.77M1.01%+5,74013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV64,026$5.68M0.01%-13,02013F-HRTimeline
Palisades Hudson Asset Management, L.P.63,612$5.64M2.05%+91013F-HRTimeline
McAdam, LLC62,148$5.51M0.27%-1,69413F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC60,722$5.38M1.24%+67913F-HRTimeline
Melone Private Wealth, LLC58,795$5.21M2.36%+1,98513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP57,358$5.08M0.01%-2,02913F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding56,901$5.04M+37,192Timeline
Kingsview Wealth Management, LLC55,865$4.95M0.08%+13413F-HRTimeline
N.E.W. Advisory Services LLC55,079$4.88M0.44%-2,76013F-HRTimeline
Salomon & Ludwin, LLC53,890$4.86M0.44%-29613F-HRTimeline
Probity Advisors, Inc.54,525$4.83M0.78%+89213F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.54,482$4.83M2.61%-1,60613F-HRTimeline
Midwest Trust Co54,249$4.81M0.06%-21,68313F-HRTimeline
Blue Barn Wealth, LLC53,699$4.76M2.09%+2,60313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP53,673$4.76M0.01%-1,24413F-HRTimelineGroup
Marathon Mission, Inc.53,634$4.75M2.84%-25113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA53,335$4.73M<0.01%-5,53713F-HRTimelineGroup
CALTON & ASSOCIATES, INC.52,943$4.69M0.7%+7,25713F-HRTimeline
Strategies Wealth Advisors, LLC50,976$4.52M0.47%-5,63513F-HRTimeline
Councilor Wealth, LLC50,316$4.46M2.07%-51613F-HRTimeline
Facet Wealth, Inc.49,972$4.43M0.09%-1,90313F-HRTimeline
MONECO ADVISORS, LLC47,940$4.25M0.35%+10,86213F-HRTimeline
New Hampshire Trust46,936$4.16M0.8%-5,50413F-HRTimeline
Marotta Asset Management46,632$4.16M0.78%-1,57813F-HRTimeline
Waverly Advisors, LLC46,020$4.08M0.04%-3,37813F-HRTimeline
TAGStone Capital, Inc.44,317$3.93M1.56%+5213F-HRTimeline
Farther Finance Advisors, LLC44,184$3.92M0.06%-25,40513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS42,561$3.77M0.01%-5,01213F-HRTimeline
Krilogy Financial LLC42,080$3.75M0.14%-2,23013F-HRTimeline
GTS SECURITIES LLC41,902$3.71M0.14%-2,90713F-HRTimeline
Total Wealth Planning, LLC39,271$3.48M0.4%-1,77413F-HRTimeline
Balance Wealth Partners LLC38,591$3.42M0.85%new13F-HRTimeline
Chicago Partners Investment Group LLC37,818$3.41M0.09%+44813F-HRTimeline
BAILARD, INC.37,773$3.35M0.07%+57913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC36,964$3.28M0.02%+7813F-HR/ATimelineGroup
Prestige Wealth Management Group LLC35,679$3.16M0.61%-76713F-HR/ATimeline
Aptus Capital Advisors, LLC35,661$3.16M0.03%-1,34113F-HRTimeline
Financial Guidance Group, Inc.35,466$3.14M1.41%-1,25113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding35,329$3.13M+9,533Timeline
Larson Financial Group LLC34,685$3.07M0.11%-93413F-HRTimeline
Dakota Wealth Management34,375$3.05M0.06%-3,20313F-HR/ATimeline
Tortoise Investment Management, LLC33,868$3M0.27%-34513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC33,815$3M0.01%+913F-HRTimelineGroup
Tradition Wealth Management, LLC33,594$2.98M0.22%-16113F-HRTimeline
Gladstone Institutional Advisory LLC33,486$2.97M0.11%+65813F-HRTimeline
Perennial Investment Advisors, LLC33,393$2.96M0.24%-3,36613F-HRTimeline
Canandaigua National Trust Co of Florida32,727$2.9M2.3%-2,42013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC31,833$2.82M0.02%-3,44413F-HRTimeline
Partners in Financial Planning31,249$2.77M0.48%+11313F-HRTimeline
Meredith Wealth Planning30,555$2.71M0.86%+15913F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC29,968$2.66M0.64%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC29,453$2.61M0.03%-3,94713F-HRTimelineGroup
Integrated Wealth Concepts LLC29,221$2.59M0.02%-4613F-HRTimeline
ROYCE & ASSOCIATES LP27,887$2.47M0.02%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management26,555$2.35M0.03%+99013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC26,474$2.35M0.14%+18513F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…25,680$2.28M0.83%-50713F-HRTimeline
My Personal CFO, LLC25,275$2.24M0.87%new13F-HRTimeline
Foundation Wealth Management, LLC\PA25,275$2.24M0.87%-2,97413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding25,228$2.24M+452Timeline
Mutual Advisors, LLC24,666$2.22M0.05%-58913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC24,887$2.21M<0.01%+11,31613F-HRTimelineGroup
CM WEALTH ADVISORS LLC24,181$2.14M0.57%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC24,177$2.14M0.01%+4,67913F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …23,965$2.12M0.12%-58313F-HRTimelineGroup
Indie Asset Partners, LLC23,702$2.1M2.8%-1,98213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP23,652$2.1M<0.01%new13F-HRTimelineGroup
IFG Advisory, LLC23,210$2.06M0.09%+1,68413F-HRTimeline
MAI Capital Management22,921$2.03M0.01%-56513F-HRTimeline
Pacific Sun Financial Corp22,846$2.03M0.98%-86013F-HRTimeline
Focus Financial Network, Inc.22,612$2M0.07%-82813F-HRTimeline
Valmark Advisers, Inc.22,532$2M0.03%+7,25113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,464$1.99M<0.01%-3,21113F-HRTimelineGroup
Financial Synergies Wealth Advisors, In…22,125$1.96M0.2%-20513F-HRTimeline
Ignite Planners, LLC21,886$1.94M0.32%-1413F-HRTimeline
Brady Martz Wealth Solutions, LLC21,727$1.93M0.35%-73213F-HRTimeline
Global Retirement Partners, LLC21,575$1.91M0.04%-66013F-HRTimeline
Perigon Wealth Management, LLC21,515$1.91M0.04%+39713F-HRTimeline
Kassira Wealth Management LLC21,461$1.9M1.83%13F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC21,876$1.9M0.27%+76013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp21,155$1.88M0.1%+2,19613F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO7,295$1.87M0.2%-26,36413F-HRTimeline
SIMON QUICK ADVISORS, LLC20,992$1.86M0.08%-51713F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC20,508$1.82M0.21%-55713F-HRTimeline
Sensible Money, LLC20,486$1.82M0.62%-1813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…20,406$1.81M0.04%+48313F-HRTimelineGroup
Payne Capital Management, LLC20,307$1.8M0.58%+2,73013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC20,307$1.8M<0.01%+3613F-HRTimelineGroup
Trueblood Wealth Management, LLC19,059$1.69M0.66%+39513F-HRTimeline
Opus Capital Group, LLC18,859$1.67M0.19%-24313F-HRTimeline
Sanctuary Advisors, LLC18,637$1.65M0.01%+45813F-HR/ATimeline
Courage Miller Partners, LLC18,335$1.62M0.49%+6813F-HRTimeline
DIVERSIFIED TRUST CO18,053$1.6M0.03%013F-HRTimeline
Parkside Financial Bank & Trust17,974$1.59M0.12%-27413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,967$1.59M<0.01%+2,71413F-HR/ATimelineGroup
Grey Fox Wealth Advisors, LLC17,927$1.59M0.32%+36113F-HRTimeline
CoreCap Advisors, LLC17,623$1.56M0.06%+7313F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV17,030$1.51M0.28%-77213F-HRTimeline
ERn Financial, LLC17,018$1.51M0.3%-5,55213F-HRTimeline
FMR LLCin group FMR LLC16,713$1.48M<0.01%+4,90013F-HRTimelineGroup
Laraway Financial Advisors Inc16,669$1.48M1.01%+10113F-HRTimeline
TOWNSQUARE CAPITAL LLC16,096$1.43M0.22%-2,84013F-HRTimeline
Paragon Capital Management Ltd15,982$1.42M0.27%-15513F-HRTimeline
Oakwell Private Wealth Management, LLC15,652$1.39M0.28%-10813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MOTIVE WEALTH ADVISORS15,542$1.38M0.59%+57713F-HRTimeline
LTG Capital LLC15,217$1.35M1.06%-1,89813F-HRTimeline
Avant Financial Advisors LLC14,916$1.32M1%013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC14,906$1.32M0.31%-18113F-HRTimeline
Bill Few Associates, Inc.14,803$1.31M0.34%-5413F-HRTimeline
Moisand Fitzgerald Tamayo, LLC14,732$1.31M0.15%-45613F-HRTimeline
Meridian Financial Advisors, LLC14,557$1.29M0.73%-59213F-HRTimeline
ALTFEST L J & CO INC14,420$1.28M0.14%+12613F-HRTimeline
ASSET PLANNING CORPORATION14,044$1.25M0.59%+3313F-HRTimeline
Liberty Capital Management, Inc.14,000$1.24M0.23%013F-HRTimeline
Kendall Capital Management14,000$1.24M0.28%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC13,886$1.23M0.13%-1,03613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding13,845$1.23M-36Timeline