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Disclosery

SLYV SPDR SERIES TRUST

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SHS (fund)

592 managers (601 13F filers) reported a position in SLYV shares at 2026-03-31, 28,362,026 shares in all. 42 filers opened a position and 30 filers sold out during the quarter.

Managers
592
13F filers
601
New
42
Added
185
Reduced
247
Sold out
30
Shares held by filers
28,362,026

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC5,171,149$489M0.13%-482,41313F-HRTimeline
Financial Engines Advisors L.L.C.1,083,473$102M0.21%-77,05713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,044,189$98.8M0.01%-325,41513F-HRTimelineGroup
Cannon Financial Strategists, Inc.1,008,055$95.3M12.53%+6,10913F-HRTimeline
NorthRock Partners, LLC797,912$75.5M1.22%+16,23913F-HRTimeline
Goelzer Investment Management, Inc.791,132$74.8M3.62%-88,01313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC596,186$56.5M0.01%-117,39213F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY556,444$52.6M<0.01%+57,91213F-HRTimelineGroup
WCG Wealth Advisors LLC380,646$36M1.01%+10,44713F-HRTimeline
Creative Planningin group Creative Planning354,764$33.6M0.02%-103,41513F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding354,141$33.5M-13,084Timeline
Rodgers & Associates, LTD323,904$30.6M3.12%-9,93513F-HRTimeline
Fragasso Financial Advisors Inc310,080$29.6M1.79%-7,63713F-HRTimeline
Dean, Jacobson Financial Services, LLC290,705$27.5M16.89%+5,63413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.300,150$27.3M0.18%-17,05813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC286,054$27.1M0.04%-3,62013F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC284,817$26.9M2.26%-3,03913F-HRTimeline
Klingman & Associates, LLC281,041$26.6M1.27%-75713F-HRTimeline
Evensky & Katz LLC266,705$25.2M1.43%-11,77513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN261,675$24.7M<0.01%+8,49413F-HR/ATimelineGroup
Morningstar Investment Management LLCin group Morningstar Investment Manage…255,802$24.2M1.5%-130,61913F-HRTimelineGroup
American Financial Advisors, LLC249,707$23.6M3.15%-5,93113F-HRTimeline
Waverly Advisors, LLC235,509$22.3M0.17%+190,08013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC230,860$21.8M0.01%+14,53313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.227,746$21.5M0.03%+19,69713F-HRTimelineGroup
OpenArc Corporate Advisory, LLC218,603$20.7M0.3%-38,72613F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…215,562$20.4M1.82%13F-HRTimelineGroup
HighTower Advisors, LLC212,970$20.1M0.02%-329,55613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…211,783$20.1M0.04%-190,06713F-HRTimeline
First National Trust Co209,172$19.8M0.67%+1,42713F-HRTimeline
Wrenne Financial Planning LLC202,964$19.2M7.53%+6,61813F-HRTimeline
Convergence Financial, LLC201,126$19.1M2.03%-10,01513F-HRTimeline
Financial Strategies Group, Inc.184,749$19M3.18%+9,80413F-HRTimeline
One Day In July LLC201,263$19M1.52%+16,34113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC191,988$18.2M0.03%+5,29813F-HRTimeline
Avantax Planning Partners, Inc.183,763$17.4M0.48%-4,67013F-HRTimeline
Key Financial Inc183,039$17.3M3.08%+1,36913F-HRTimeline
GHP Investment Advisors, Inc.181,789$17.2M0.71%+1,71313F-HRTimeline
FAS Wealth Partners, Inc.177,007$16.7M1.04%+2,36613F-HRTimeline
Private Advisor Group, LLC159,120$15M0.07%+99,85613F-HRTimeline
SAGE FINANCIAL GROUP INC159,064$15M0.98%-1,02613F-HRTimeline
TIAAgroup of 4 filers holding156,781$14.8M-4,127Timeline
UBS Group AGgroup of 2 filers holding151,177$14.3M+354Timeline
Lutz Financial Services LLC138,450$13.1M0.88%-4,98113F-HRTimeline
Optimist Retirement Group LLC137,102$13M5.72%-4,35513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP132,901$12.4M0.01%+22,75513F-HRTimelineGroup
Rothschild Wealth LLC128,808$12.2M1.1%+1,89513F-HRTimeline
BALANCED WEALTH GROUP LLC127,046$12M4.3%-3,23713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.125,097$11.8M0.02%+5,58813F-HRTimelineGroup
CarsonAllaria Wealth Management, Ltd.124,435$11.8M5.81%+2,11613F-HRTimeline
Triangle Securities Wealth Management124,281$11.8M2.67%-53413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cambridge Investment Research Advisors,…122,929$11.6M0.03%+47713F-HRTimeline
Geneos Wealth Management Inc.116,557$11M0.26%+1,84913F-HRTimeline
BIP Wealth, LLC115,051$10.9M0.44%-11,29313F-HRTimeline
Asset Dedication, LLC111,199$10.5M0.74%-40613F-HRTimeline
N.E.W. Advisory Services LLC104,203$9.86M0.74%-2,38413F-HRTimeline
STEVENS CAPITAL PARTNERS101,150$9.57M2.3%+18,44513F-HRTimeline
LPWM LLC100,823$9.54M2.41%-12013F-HRTimeline
CWM, LLCin group CWM, LLC99,810$9.44M0.02%-12,27513F-HRTimelineGroup
Capasso Planning Partners LLC99,183$9.38M5.06%+7,46313F-HRTimeline
Mariner, LLCin group Mariner, LLC98,386$9.31M0.01%+1,66313F-HRTimelineGroup
Independent Advisor Alliance97,343$9.21M0.1%+92,81013F-HRTimeline
Rockbridge Investment Management, LCC94,382$8.93M0.8%-2,31113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC91,777$8.68M<0.01%+34613F-HRTimelineGroup
Cetera Investment Advisers91,209$8.63M0.01%-1,08713F-HRTimeline
NWAM LLC89,267$8.44M0.49%-1,53213F-HRTimeline
Modera Wealth Management, LLC87,966$8.32M0.1%-5,41813F-HRTimeline
Diversified Enterprises, LLC86,591$8.19M0.45%+1,26713F-HRTimeline
TRB Wealth Management, LLC82,728$7.82M1.11%13F-HRTimeline
MATHER GROUP, LLC.82,626$7.81M0.08%-92613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC75,468$7.14M<0.01%+8113F-HRTimelineGroup
Arnold Financial Planning LLC74,257$7.02M6.56%-81613F-HRTimeline
Trilogy Capital Inc.71,596$6.77M0.3%-94813F-HRTimeline
Symphony Financial, Ltd. Co.70,741$6.63M0.88%+2,64213F-HRTimeline
Cambridge Financial Group, LLC69,786$6.6M2.23%-13,11813F-HRTimeline
Avior Wealth Management, LLC69,224$6.54M0.19%-6,88513F-HRTimeline
Kingsview Wealth Management, LLC68,930$6.52M0.09%-3,20513F-HRTimeline
AIRE ADVISORS, LLC67,092$6.35M1.16%-13613F-HRTimeline
WealthShield Partners, LLC66,515$6.29M0.7%-8613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT66,472$6.29M0.11%-7713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV64,802$6.13M0.01%-1,68813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA64,788$6.13M<0.01%+1,39913F-HRTimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …63,149$5.97M0.92%013F-HRTimeline
MONECO ADVISORS, LLC62,155$5.88M0.46%+14,01713F-HRTimeline
Palisades Hudson Asset Management, L.P.62,074$5.87M2.29%+31713F-HRTimeline
Roberts Financial Services LLC61,537$5.82M1.85%-11,98113F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC61,535$5.82M0.87%-2,56813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…61,156$5.78M0.12%-5,00913F-HRTimelineGroup
IHT Wealth Management, LLC59,211$5.6M0.13%-2,33113F-HRTimeline
Probity Advisors, Inc.55,958$5.29M0.84%-85613F-HRTimeline
McAdam, LLC55,589$5.26M0.24%-3,57313F-HRTimeline
Midwest Trust Co53,793$5.09M0.06%-31313F-HRTimeline
Marathon Mission, Inc.53,773$5.09M2.96%-15513F-HRTimeline
Salomon & Ludwin, LLC52,255$4.96M0.44%-1,13713F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.51,787$4.9M3.2%+53213F-HRTimeline
CALTON & ASSOCIATES, INC.51,231$4.85M0.7%-77013F-HRTimeline
Nvest Wealth Strategies, Inc.50,231$4.75M3.34%-69613F-HRTimeline
Strategies Wealth Advisors, LLC47,453$4.49M0.45%-1,57313F-HRTimeline
New Hampshire Trust46,771$4.42M0.89%-12713F-HRTimeline
Hamilton Capital, LLC46,515$4.4M0.23%-4,59613F-HRTimeline
MML INVESTORS SERVICES, LLC45,843$4.34M0.01%-8,17713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC45,232$4.28M0.02%-13,13713F-HRTimelineGroup
TAGStone Capital, Inc.43,949$4.16M1.47%-15713F-HRTimeline
Councilor Wealth, LLC43,229$4.09M1.98%-4,51613F-HRTimeline
Sankala Group LLC43,237$4.06M3.32%+1,43913F-HRTimeline
Chicago Partners Investment Group LLC39,634$4.05M0.09%+48113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP41,943$3.97M0.01%-14,57913F-HRTimelineGroup
Krilogy Financial LLC39,039$3.9M0.13%-62913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS39,549$3.74M0.01%-21113F-HRTimeline
Farther Finance Advisors, LLC39,401$3.73M0.04%-6,91113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding38,752$3.67M+9,146Timeline
BAILARD, INC.38,433$3.63M0.08%+51313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP38,034$3.6M<0.01%-4,50113F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC38,022$3.6M<0.01%+6,91013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC37,815$3.58M0.01%+3,90313F-HRTimelineGroup
Prestige Wealth Management Group LLC36,331$3.44M0.67%+19713F-HRTimeline
Paragon Capital Management Ltd36,043$3.41M0.72%-4113F-HRTimeline
Gladstone Institutional Advisory LLC36,013$3.41M0.13%+2,09613F-HRTimeline
Marotta Asset Management35,663$3.38M0.62%-7,00313F-HRTimeline
Facet Wealth, Inc.34,731$3.28M0.06%-1,41613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC34,035$3.22M0.01%-72813F-HRTimelineGroup
Canandaigua National Trust Co of Florida33,548$3.17M2.55%+1,47013F-HRTimeline
Tradition Wealth Management, LLC33,317$3.15M0.22%-23113F-HRTimeline
Janney Montgomery Scott LLC33,199$3.14M0.01%new13F-HRTimeline
Larson Financial Group LLC33,173$3.14M0.1%-65913F-HRTimeline
Aptus Capital Advisors, LLC33,155$3.14M0.03%-4,27213F-HRTimeline
Financial Guidance Group, Inc.32,945$3.12M1.25%-2,33013F-HRTimeline
Tortoise Investment Management, LLC32,252$3.05M0.25%-18913F-HRTimeline
Partners in Financial Planning31,721$3M0.5%+33213F-HRTimeline
Meredith Wealth Planning31,086$2.94M0.8%+65613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC30,960$2.93M0.02%-1,36213F-HRTimeline
Livet Wealth, LLC30,485$2.88M1.83%-31413F-HRTimeline
Perennial Investment Advisors, LLC30,390$2.87M0.23%-1,47013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …28,026$2.86M0.05%-6,32813F-HRTimelineGroup
Junk Investment Group, LLC29,985$2.84M1.49%13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC28,030$2.65M0.6%-33013F-HRTimeline
Integrated Wealth Concepts LLC27,967$2.65M0.02%+43913F-HRTimeline
Pinnacle Family Advisors, LLC27,666$2.62M1.23%+14,99613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO28,243$2.62M<0.01%+6,10513F-HR/ATimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp27,486$2.6M0.15%-99213F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC27,366$2.59M0.01%+33013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC27,294$2.58M0.03%-1,05613F-HRTimelineGroup
Savvy Advisors, Inc.26,633$2.52M0.07%+20,27513F-HRTimeline
MidFirst Bank26,409$2.5M0.21%+54813F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC26,219$2.48M0.55%-2,15613F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV25,881$2.45M2.34%+4,96913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC25,676$2.43M0.12%+7713F-HRTimeline
Leslie Global Wealth, LLC23,621$2.33M1.23%+20,74513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management24,385$2.31M0.03%-1,46413F-HRTimelineGroup
CM WEALTH ADVISORS LLC23,904$2.26M0.48%-27713F-HRTimeline
Blue Capital, Inc.23,394$2.21M1.45%new13F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…22,917$2.17M0.74%+4713F-HRTimeline
MAI Capital Management22,884$2.16M0.01%+10213F-HRTimeline
Quartz Partners, LLC22,594$2.14M0.83%new13F-HRTimeline
Valmark Advisers, Inc.22,517$2.13M0.03%-72313F-HRTimeline
Foundation Wealth Management, LLC\PA22,401$2.12M0.75%-1,15413F-HRTimeline
Summit Financial, LLC22,218$2.1M0.03%+18,03313F-HRTimeline
Pacific Sun Financial Corp22,076$2.09M1.01%-3013F-HRTimeline
Focus Financial Network, Inc.21,925$2.07M0.07%-1,05213F-HRTimeline
Brady Martz Wealth Solutions, LLC21,681$2.05M0.35%-8113F-HRTimeline
Mutual Advisors, LLC21,665$2.05M0.04%-1,36313F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV21,638$2.05M0.27%+2,02313F-HRTimeline
Indie Asset Partners, LLC21,598$2.04M2.33%-48813F-HRTimeline
Financial Synergies Wealth Advisors, In…21,570$2.04M0.19%-60613F-HRTimeline
Payne Capital Management, LLC21,337$2.02M0.61%+30513F-HRTimeline
Kassira Wealth Management LLC21,138$2M1.84%+8613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC20,879$1.97M<0.01%+48813F-HRTimelineGroup
Bill Few Associates, Inc.20,799$1.97M0.47%+1,03813F-HRTimeline
Ignite Planners, LLC20,783$1.96M0.3%-19713F-HRTimeline
Parkside Financial Bank & Trust20,387$1.93M0.15%+9113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…20,317$1.92M0.03%+5013F-HRTimelineGroup
FMR LLCin group FMR LLC20,114$1.9M<0.01%+1,60913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,921$1.88M<0.01%+16,42613F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC19,916$1.88M0.36%+2,43113F-HRTimeline
Sensible Money, LLC19,861$1.88M0.57%-15013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC19,848$1.88M0.21%-57213F-HRTimeline
Everhart Financial Group, Inc.19,764$1.87M0.16%+11,69713F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO19,417$1.84M0.19%-3,39213F-HRTimeline
SIMON QUICK ADVISORS, LLC19,059$1.8M0.08%-6213F-HRTimeline
Trueblood Wealth Management, LLC19,023$1.8M0.7%-14613F-HRTimeline
EP Wealth Advisors, LLC18,646$1.76M0.01%+18913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,597$1.76M<0.01%+3,69913F-HRTimelineGroup
Melone Private Wealth, LLC18,539$1.75M0.72%-1,77013F-HRTimeline
Opus Capital Group, LLC18,476$1.75M0.19%+813F-HRTimeline
Sanctuary Advisors, LLC18,192$1.72M0.01%-96613F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC18,069$1.71M0.21%-11813F-HRTimeline
DIVERSIFIED TRUST CO18,053$1.71M0.03%013F-HRTimeline
Courage Miller Partners, LLC17,641$1.67M0.47%-7313F-HRTimeline
Perigon Wealth Management, LLC17,363$1.64M0.03%-4,17813F-HRTimeline
CoreCap Advisors, LLC16,990$1.61M0.05%-73813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd15,996$1.51M0.03%-22713F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP15,980$1.51M<0.01%-11,67213F-HRTimelineGroup
ERn Financial, LLC15,954$1.51M0.28%-80013F-HRTimeline
Oakwell Private Wealth Management, LLC15,652$1.48M0.26%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LTG Capital LLC15,647$1.48M1.13%-13413F-HRTimeline
ALTFEST L J & CO INC15,510$1.47M0.16%-8,07613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …15,405$1.46M0.02%+2,99013F-HRTimelineGroup
FOUNDERS GROVE WEALTH PARTNERS, LLC15,060$1.42M0.32%013F-HRTimeline
Quantinno Capital Management LP14,998$1.42M<0.01%+34613F-HRTimeline
Avant Financial Advisors LLC14,916$1.41M0.99%013F-HRTimeline