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Disclosery

SLYV SPDR SERIES TRUST

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SHS (fund)

582 managers (588 13F filers) reported a position in SLYV shares at 2025-12-31, 29,995,743 shares in all. 38 filers opened a position and 38 filers sold out during the quarter.

Managers
582
13F filers
588
New
38
Added
180
Reduced
242
Sold out
38
Shares held by filers
29,995,743

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LPL Financial LLC5,653,562$514M0.14%+141,11313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,369,604$125M0.01%-903,40813F-HRTimelineGroup
Financial Engines Advisors L.L.C.1,160,530$106M0.2%-34,11713F-HRTimeline
Cannon Financial Strategists, Inc.1,001,946$91.1M12.67%+7,80313F-HRTimeline
Goelzer Investment Management, Inc.879,145$80M3.71%+57813F-HRTimeline
NorthRock Partners, LLC781,673$71.1M1.2%-6,52613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC713,578$64.9M0.01%+20,41713F-HRTimelineGroup
HighTower Advisors, LLC542,526$49.4M0.05%-47,90713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY498,532$45.4M<0.01%+44,97313F-HR/ATimelineGroup
Creative Planningin group Creative Planning458,179$41.7M0.03%-18,44213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…401,850$38M0.05%-22,22013F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…386,421$35.2M2.08%-14,20313F-HRTimelineGroup
WCG Wealth Advisors LLC370,199$33.7M0.94%+238,25313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding367,225$33.4M+60,081Timeline
Rodgers & Associates, LTD333,839$30.4M3.08%-10513F-HRTimeline
Fragasso Financial Advisors Inc317,717$28.9M1.75%+4,39613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.317,208$28.9M0.2%-7,32213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC289,674$26.4M0.04%-6,80013F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC287,856$26.2M2.2%+1,28713F-HRTimeline
Dean, Jacobson Financial Services, LLC285,071$25.9M16.45%+8,29813F-HRTimeline
Klingman & Associates, LLC281,798$25.6M1.24%-57913F-HRTimeline
Evensky & Katz LLC278,480$25.3M1.43%-65113F-HRTimeline
OpenArc Corporate Advisory, LLC257,329$23.4M0.39%13F-HRTimeline
American Financial Advisors, LLC255,638$23.3M3%-11,36213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN253,181$23M<0.01%+13113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC216,327$19.7M0.01%-5,19413F-HRTimelineGroup
Convergence Financial, LLC211,141$19.2M2.8%-51813F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…209,249$19M1.71%+3,04913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.208,049$18.9M0.03%-162,17013F-HRTimelineGroup
First National Trust Co207,745$18.9M0.63%+2,36613F-HRTimeline
Wrenne Financial Planning LLC196,346$17.9M7.27%+8,85813F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC189,409$17.2M5.19%+5,39713F-HRTimeline
Avantax Planning Partners, Inc.188,433$17.1M0.48%-8,24913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC186,690$17M0.02%-10,13113F-HRTimeline
One Day In July LLC184,922$16.8M1.38%+17,99313F-HRTimeline
Financial Strategies Group, Inc.174,945$16.6M3%+3,39713F-HRTimeline
Key Financial Inc181,670$16.5M3.02%-6,26813F-HRTimeline
GHP Investment Advisors, Inc.180,076$16.4M0.67%+1,26713F-HRTimeline
FAS Wealth Partners, Inc.174,641$15.9M1.03%+5,50413F-HRTimeline
TIAAgroup of 2 filers holding160,908$14.6M-13,257Timeline
SAGE FINANCIAL GROUP INC160,090$14.6M0.96%+1,57013F-HRTimeline
UBS Group AGin group UBS Group AG150,823$13.7M<0.01%-21,73313F-HRTimelineGroup
Lutz Financial Services LLC143,431$13M0.89%-94813F-HRTimeline
Optimist Retirement Group LLC141,457$12.9M5.9%+13613F-HRTimeline
BALANCED WEALTH GROUP LLC130,283$11.6M4.25%+3,69413F-HRTimeline
Rothschild Wealth LLC126,913$11.5M1.11%new13F-HR/ATimeline
BIP Wealth, LLC126,344$11.5M0.41%-5,26513F-HRTimeline
Triangle Securities Wealth Management124,815$11.4M2.39%+1,43113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cambridge Investment Research Advisors,…122,452$11.1M0.03%+2,10713F-HRTimeline
CarsonAllaria Wealth Management, Ltd.122,319$11.1M5.52%+5,22313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.119,509$10.9M0.02%+4,68413F-HRTimelineGroup
Geneos Wealth Management Inc.114,708$10.4M0.26%+5,26813F-HRTimeline
CWM, LLCin group CWM, LLC112,085$10.2M0.03%-16,20813F-HRTimelineGroup
Asset Dedication, LLC111,605$10.2M0.67%-4,98413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP110,146$10M0.01%+23,27813F-HRTimelineGroup
N.E.W. Advisory Services LLC106,587$9.7M0.72%+51,50813F-HRTimeline
LPWM LLC100,943$9.18M2.32%+2,74413F-HRTimeline
Mariner, LLCin group Mariner, LLC96,723$8.8M0.01%-1,41113F-HRTimelineGroup
Rockbridge Investment Management, LCC96,693$8.8M0.82%-3,93013F-HRTimeline
Modera Wealth Management, LLC93,384$8.5M0.1%-55913F-HRTimeline
Cetera Investment Advisers92,296$8.4M0.01%+29213F-HRTimeline
NWAM LLC90,799$8.38M0.47%-79913F-HRTimeline
Capasso Planning Partners LLC91,720$8.34M4.59%+10,51213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC91,431$8.32M<0.01%-35,15313F-HRTimelineGroup
Diversified Enterprises, LLC85,324$7.76M0.46%-2,74613F-HRTimeline
MATHER GROUP, LLC.83,552$7.6M0.08%-2,69613F-HRTimeline
STEVENS CAPITAL PARTNERS82,705$7.52M1.97%+12,89913F-HRTimeline
Cambridge Financial Group, LLC82,904$7.27M2.53%+94413F-HRTimeline
Avior Wealth Management, LLC76,109$6.91M0.22%-5,11313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC75,387$6.86M<0.01%-17,13913F-HR/ATimelineGroup
Arnold Financial Planning LLC75,073$6.83M7.04%13F-HRTimeline
Roberts Financial Services LLC73,518$6.69M2.1%+14213F-HRTimeline
Trilogy Capital Inc.72,544$6.6M0.3%-2,13113F-HRTimeline
Kingsview Wealth Management, LLC72,135$6.56M0.09%+16,27013F-HRTimeline
Symphony Financial, Ltd. Co.68,099$6.25M0.84%-33,37213F-HRTimeline
AIRE ADVISORS, LLC67,228$6.12M1.12%-1,83813F-HRTimeline
WealthShield Partners, LLC66,601$6.06M0.67%-3,12713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT66,549$6.05M0.11%-23913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV66,490$6.05M0.01%+2,46413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…66,165$6.02M0.12%-1,34613F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co65,011$5.91M<0.01%-4,14113F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC64,103$5.83M0.92%-1,61213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA63,389$5.77M<0.01%+10,05413F-HRTimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …63,149$5.74M0.93%-1,88413F-HRTimeline
Palisades Hudson Asset Management, L.P.61,757$5.62M2.18%-1,85513F-HRTimeline
IHT Wealth Management, LLC61,542$5.6M0.14%-68,87413F-HRTimeline
Private Advisor Group, LLC59,264$5.39M0.03%-24,66313F-HRTimeline
McAdam, LLC59,162$5.38M0.25%-2,98613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC58,369$5.31M0.03%+21,40513F-HRTimelineGroup
Probity Advisors, Inc.56,814$5.17M0.83%+2,28913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP56,522$5.16M0.01%-83613F-HR/ATimelineGroup
Salomon & Ludwin, LLC53,392$4.97M0.44%-49813F-HRTimeline
Midwest Trust Co54,106$4.92M0.06%-14313F-HRTimeline
MML INVESTORS SERVICES, LLC54,020$4.91M0.01%-28,30913F-HRTimeline
Marathon Mission, Inc.53,928$4.91M2.84%+29413F-HRTimeline
CALTON & ASSOCIATES, INC.52,001$4.73M0.69%-94213F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.51,255$4.66M3.01%-3,22713F-HRTimeline
Hamilton Capital, LLC51,111$4.65M0.23%13F-HRTimeline
Nvest Wealth Strategies, Inc.50,927$4.63M3.43%13F-HRTimeline
Strategies Wealth Advisors, LLC49,026$4.46M0.45%-1,95013F-HRTimeline
MONECO ADVISORS, LLC48,138$4.38M0.35%+19813F-HRTimeline
Councilor Wealth, LLC47,745$4.34M2.05%-2,57113F-HRTimeline
New Hampshire Trust46,898$4.27M0.83%-3813F-HRTimeline
Farther Finance Advisors, LLC46,312$4.21M0.05%+2,12813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding46,175$4.2M-10,726Timeline
Waverly Advisors, LLC45,429$4.13M0.03%-59113F-HRTimeline
Sankala Group LLC41,798$4.11M3.28%13F-HRTimeline
TAGStone Capital, Inc.44,106$4.01M1.49%-21113F-HRTimeline
Marotta Asset Management42,666$3.88M0.72%-3,96613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP42,535$3.87M0.01%-11,13813F-HRTimelineGroup
Krilogy Financial LLC39,668$3.85M0.13%-2,41213F-HRTimeline
Chicago Partners Investment Group LLC39,153$3.81M0.09%+1,33513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS39,760$3.62M0.01%-2,80113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,239$3.57M<0.01%-41,25013F-HRTimelineGroup
Facet Wealth, Inc.36,147$3.49M0.06%-13,82513F-HRTimeline
BAILARD, INC.37,920$3.45M0.08%+14713F-HRTimeline
Aptus Capital Advisors, LLC37,427$3.4M0.03%+1,76613F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …34,354$3.3M0.15%+10,38913F-HRTimelineGroup
Prestige Wealth Management Group LLC36,134$3.29M0.63%+45513F-HRTimeline
Paragon Capital Management Ltd36,084$3.28M0.65%+20,10213F-HRTimeline
Financial Guidance Group, Inc.35,275$3.21M1.31%-19113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding34,763$3.16M-566Timeline
Gladstone Institutional Advisory LLC33,917$3.09M0.12%+43113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC33,912$3.08M0.01%+9713F-HRTimelineGroup
Larson Financial Group LLC33,832$3.08M0.1%-85313F-HRTimeline
Tradition Wealth Management, LLC33,548$3.05M0.22%-4613F-HRTimeline
Tortoise Investment Management, LLC32,441$2.95M0.26%-1,42713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC32,322$2.94M0.02%+48913F-HRTimeline
Canandaigua National Trust Co of Florida32,078$2.92M1.83%-64913F-HRTimeline
Perennial Investment Advisors, LLC31,860$2.9M0.23%-1,53313F-HRTimeline
Partners in Financial Planning31,389$2.86M0.48%+14013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC31,112$2.83M<0.01%+6,22513F-HRTimelineGroup
Livet Wealth, LLC30,799$2.8M1.73%13F-HRTimeline
Meredith Wealth Planning30,430$2.77M0.82%-12513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding29,606$2.69M+4,378Timeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp28,478$2.59M0.14%+7,32313F-HRTimelineGroup
WALLER FINANCIAL PLANNING GROUP, INC28,375$2.58M0.57%-32,34713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC28,350$2.58M0.03%-1,10313F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC28,360$2.58M0.59%-1,60813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP27,652$2.52M<0.01%+4,00013F-HRTimelineGroup
Integrated Wealth Concepts LLC27,528$2.5M0.03%-1,69313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC27,036$2.46M0.01%+2,85913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,807$2.44M<0.01%+4,34313F-HRTimelineGroup
MidFirst Bank25,861$2.35M0.19%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management25,849$2.35M0.03%-70613F-HRTimelineGroup
IFG Advisory, LLC25,744$2.34M0.1%+2,53413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC25,599$2.33M0.11%-87513F-HRTimeline
Blue Barn Wealth, LLC25,127$2.29M3.33%-28,57213F-HRTimeline
Balance Wealth Partners LLC25,055$2.28M0.73%-13,53613F-HRTimeline
CM WEALTH ADVISORS LLC24,181$2.2M0.5%013F-HRTimeline
ALTFEST L J & CO INC23,586$2.15M0.23%+9,16613F-HRTimeline
Foundation Wealth Management, LLC\PA23,555$2.14M0.78%-1,72013F-HRTimeline
Valmark Advisers, Inc.23,240$2.11M0.03%+70813F-HRTimeline
Mutual Advisors, LLC23,028$2.09M0.04%-1,63813F-HRTimeline
Focus Financial Network, Inc.22,977$2.09M0.07%+36513F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…22,870$2.08M0.72%-2,81013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO22,809$2.07M0.28%+15,51413F-HRTimeline
MAI Capital Management22,782$2.07M0.01%-13913F-HRTimeline
Ignite Planners, LLC20,980$2.03M0.31%-90613F-HRTimeline
Financial Synergies Wealth Advisors, In…22,176$2.02M0.19%+5113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,138$2.01M<0.01%+4,17113F-HRTimelineGroup
Pacific Sun Financial Corp22,106$2.01M0.97%-74013F-HRTimeline
Indie Asset Partners, LLC22,086$2.01M2.24%-1,61613F-HRTimeline
Brady Martz Wealth Solutions, LLC21,762$1.98M0.35%+3513F-HRTimeline
Perigon Wealth Management, LLC21,541$1.96M0.04%+2613F-HRTimeline
Global Retirement Partners, LLC21,440$1.95M0.03%-13513F-HRTimeline
Kassira Wealth Management LLC21,052$1.92M1.82%-40913F-HRTimeline
Payne Capital Management, LLC21,032$1.91M0.6%+72513F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV20,912$1.9M1.85%13F-HRTimeline
GTS SECURITIES LLC20,584$1.87M0.06%-21,31813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC20,420$1.86M0.21%-8813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC20,391$1.86M<0.01%+8413F-HRTimelineGroup
Melone Private Wealth, LLC20,309$1.85M0.78%-38,48613F-HRTimeline
Parkside Financial Bank & Trust20,296$1.85M0.14%+2,32213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…20,267$1.84M0.04%-13913F-HRTimelineGroup
Sensible Money, LLC20,011$1.82M0.58%-47513F-HRTimeline
Bill Few Associates, Inc.19,761$1.8M0.44%+4,95813F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV19,615$1.78M0.28%+2,58513F-HRTimeline
Trueblood Wealth Management, LLC19,169$1.74M0.68%+11013F-HRTimeline
Sanctuary Advisors, LLC19,158$1.74M0.01%+52113F-HRTimeline
SIMON QUICK ADVISORS, LLC19,121$1.74M0.08%-1,87113F-HRTimeline
FMR LLCin group FMR LLC18,505$1.68M<0.01%+1,79213F-HRTimelineGroup
Opus Capital Group, LLC18,468$1.68M0.18%-39113F-HRTimeline
EP Wealth Advisors, LLC18,457$1.68M0.01%13F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC18,187$1.65M0.2%-3,68913F-HRTimeline
DIVERSIFIED TRUST CO18,053$1.64M0.03%013F-HRTimeline
CoreCap Advisors, LLC17,728$1.61M0.06%+10513F-HRTimeline
Courage Miller Partners, LLC17,714$1.61M0.49%-62113F-HRTimeline
Grey Fox Wealth Advisors, LLC17,485$1.59M0.33%-44213F-HRTimeline
ERn Financial, LLC16,754$1.52M0.29%-26413F-HRTimeline
Laraway Financial Advisors Inc16,309$1.48M0.97%-36013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd16,223$1.48M0.04%new13F-HRTimelineGroup
LTG Capital LLC15,781$1.44M1.12%+56413F-HRTimeline
Oakwell Private Wealth Management, LLC15,652$1.42M0.27%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BROWN ADVISORY INCin group BROWN ADVISORY INC15,545$1.41M<0.01%+9,72213F-HRTimelineGroup
MOTIVE WEALTH ADVISORS15,500$1.41M0.6%-4213F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC15,060$1.37M0.31%+15413F-HRTimeline
Avant Financial Advisors LLC14,916$1.36M0.98%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,898$1.36M<0.01%+8,67213F-HR/ATimelineGroup
Quantinno Capital Management LP14,652$1.33M<0.01%+6,02513F-HRTimeline