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Disclosery

SPYD SPDR SERIES TRUST

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SHS (fund)

455 managers (459 13F filers) reported a position in SPYD shares at 2024-12-31, 46,631,568 shares in all. 44 filers opened a position and 46 filers sold out during the quarter.

Managers
455
13F filers
459
New
44
Added
170
Reduced
126
Sold out
46
Shares held by filers
46,631,568

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Meriwether Wealth & Planning, LLC15,157$655K0.47%13F-HRTimeline
Gladstone Institutional Advisory LLC14,851$642K0.03%-99713F-HRTimeline
IHT Wealth Management, LLC14,657$634K0.02%+2,66413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC14,630$633K<0.01%-77913F-HRTimelineGroup
FLC Capital Advisors14,232$615K0.14%new13F-HRTimeline
Mutual Advisors, LLC13,996$612K0.02%-33213F-HRTimeline
OPTIMA CAPITAL LLC14,040$607K0.42%13F-HRTimeline
FSC Wealth Advisors, LLC14,019$606K0.39%+51113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,004$606K0.02%-93613F-HRTimelineGroup
Focused Wealth Management, Inc13,780$596K0.08%-7213F-HRTimeline
NorthRock Partners, LLC13,566$587K0.02%+3113F-HR/ATimeline
DRW Securities, LLC13,301$575K0.04%+1,68413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC13,289$575K0.03%+27213F-HRTimeline
GC Wealth Management RIA, LLC12,967$561K0.1%-91213F-HRTimeline
Ignite Planners, LLC12,840$557K0.12%+1,73413F-HRTimeline
Prospera Financial Services Inc12,470$539K0.01%+3,65713F-HRTimeline
Coppell Advisory Solutions LLC12,525$539K0.08%+3,79113F-HRTimeline
Mission Creek Capital Partners, Inc.12,336$533K0.12%+313F-HRTimeline
Tidemark, LLC12,152$525K0.2%-1,59713F-HRTimeline
Willis Johnson & Associates, Inc.12,140$525K0.04%-85913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,997$519K<0.01%new13F-HRTimelineGroup
Waverly Advisors, LLC11,956$517K0.01%+1,88813F-HRTimeline
Thompson David Blair11,853$513K0.37%13F-HRTimeline
AlphaStar Capital Management, LLC11,853$513K0.05%+5,45313F-HRTimeline
WCG Wealth Advisors LLC11,682$505K0.03%-5113F-HRTimeline
Global Retirement Partners, LLC11,482$496K0.01%+6,98613F-HRTimeline
Wealth Alliance Advisory Group, LLC11,427$494K0.1%+3,50013F-HRTimeline
First Heartland Consultants, Inc.11,308$489K0.05%+6,29313F-HRTimeline
Chicago Partners Investment Group LLC11,030$473K0.02%+39413F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.10,848$469K0.06%+13813F-HRTimeline
Vantage Financial Partners, LLC10,790$467K0.12%-14,34113F-HRTimeline
EAGLE GLOBAL ADVISORS LLC10,725$464K0.02%+1,00013F-HRTimeline
Optivise Advisory Services LLC10,691$462K0.25%new13F-HRTimeline
OARSMAN CAPITAL, INC.10,672$461K0.08%-80913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…9,899$457K<0.01%-8213F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,594$454K<0.01%-2,66613F-HRTimelineGroup
Elwood & Goetz Wealth Advisory Group, L…10,402$450K0.11%013F-HRTimeline
New Republic Capital, LLC10,388$449K0.29%-1,34613F-HRTimeline
High Net Worth Advisory Group LLC10,385$449K0.13%+5813F-HRTimeline
TWO SIGMA SECURITIES, LLC10,358$448K0.08%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,356$448K<0.01%+1,14813F-HRTimelineGroup
Trilogy Capital Inc.10,355$448K0.02%+613F-HRTimeline
Qube Research & Technologies Ltd10,333$447K<0.01%+10,33113F-HRTimeline
Continuum Advisory, LLC10,197$441K0.06%-12313F-HRTimeline
Sovereign Financial Group, Inc.10,045$434K0.1%+80613F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.9,940$430K0.05%+2,07513F-HRTimeline
Detalus Advisors, LLC9,859$426K0.14%-5,61813F-HRTimeline
Security National Bank9,759$422K0.06%013F-HRTimeline
Conservest Capital Advisors, Inc.9,697$419K0.04%-1,01513F-HRTimeline
Altrius Capital Management Inc9,672$418K0.11%-59513F-HRTimeline
SimpliFi, Inc.9,620$416K0.19%-1,35813F-HRTimeline
Main Street Financial Solutions, LLC9,585$414K0.04%-11,13913F-HRTimeline
Sage Advisory Services, Ltd.Co.9,562$413K0.25%new13F-HRTimeline
NAPATREE CAPITAL LLC9,522$412K0.24%013F-HRTimeline
Vantage Investment Partners, LLC9,495$411K0.04%+77513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP9,406$407K<0.01%new13F-HRTimelineGroup
NewSquare Capital LLC9,406$407K0.03%-1,52913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,368$405K<0.01%+3,69813F-HRTimelineGroup
PFG Advisors9,343$404K0.02%+71013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,340$404K<0.01%-44213F-HRTimelineGroup
World Investment Advisors9,239$400K0.01%+813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC9,220$399K0.01%13F-HRTimeline
BRIGHTON JONES LLC9,209$398K0.01%new13F-HR/ATimeline
CHOREO, LLC9,218$397K0.01%+1,80013F-HRTimeline
Larson Financial Group LLC9,015$390K0.02%+3,82313F-HRTimeline
ALBION FINANCIAL GROUP /UT8,915$385K0.03%new13F-HRTimeline
NTV Asset Management LLC8,800$381K0.05%013F-HRTimeline
Erickson Financial Group, LLC8,683$375K0.27%-1,07613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,632$373K0.02%-1,58113F-HRTimelineGroup
Norris Financial Group, LLC8,631$373K0.18%+23513F-HRTimeline
Advisory Services Network, LLC8,423$364K0.01%-36013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC8,409$364K0.05%-18213F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…8,377$362K0.11%-4513F-HRTimeline
Diversified Enterprises, LLC8,331$360K0.03%+14713F-HRTimeline
Private Portfolio Partners LLC8,200$355K0.07%+32113F-HRTimeline
Sigma Planning Corp8,152$352K0.01%+813F-HRTimeline
Navis Wealth Advisors, LLC8,130$352K0.38%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,052$348K0.01%+3,55813F-HRTimelineGroup
Chancellor Financial Group WB LP7,996$346K0.28%13F-HRTimeline
XML Financial, LLC7,857$340K0.03%-8513F-HRTimeline
Modern Wealth Management, LLC7,617$329K0.01%+22413F-HR/ATimeline
PRIVATE TRUST CO NA7,582$328K0.03%-2,56513F-HRTimeline
Arax Advisory Partners7,495$324K0.02%new13F-HRTimeline
Moloney Securities Asset Management, LLC7,490$324K0.04%-15013F-HRTimeline
JT Stratford LLC7,475$323K0.05%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,480$322K0.03%new13F-HRTimeline
CAP Partners, LLC7,353$318K0.22%-1,78613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…7,217$315K0.02%+5,88613F-HRTimeline
Leo Wealth, LLC7,171$310K0.03%-43913F-HRTimeline
Iron Horse Wealth Management, LLC7,152$309K0.1%-413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…7,137$309K0.01%-1,07313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management7,090$307K<0.01%+713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,936$300K<0.01%-5,67613F-HRTimelineGroup
Portland Financial Advisors Inc6,859$297K0.8%13F-HRTimeline
Badgley Phelps Wealth Managers, LLC6,829$295K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL6,807$294K<0.01%013F-HRTimeline
Traynor Capital Management, Inc.6,785$293K0.02%-1,54813F-HRTimeline
Sandbox Financial Partners, LLC6,747$292K0.1%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC6,630$287K0.02%+3913F-HRTimeline
Wealth Watch Advisors, INC6,573$284K0.18%13F-HRTimeline
Mainstream Capital Management LLC6,535$283K0.2%-4113F-HRTimeline
Northwest Bancshares, Inc.6,448$279K0.05%013F-HRTimeline
Capital Asset Advisory Services LLC6,362$276K0.01%+113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,362$275K0.01%+113F-HRTimeline
Marex Group Ltdin group Marex Group Ltd6,309$273K<0.01%new13F-HRTimelineGroup
ACAS, LLC6,215$272K0.2%+1,00013F-HRTimeline
AllSquare Wealth Management LLC6,183$267K0.15%+45513F-HRTimeline
Beacon Bridge Wealth Partners, LLC6,164$267K0.11%-10913F-HRTimeline
Maia Wealth LLC5,957$266K0.06%new13F-HRTimeline
Evercore Wealth Management, LLC5,969$258K<0.01%013F-HRTimeline
WHITTIER TRUST CO5,842$253K<0.01%013F-HRTimeline
Manhattan West Asset Management, LLC5,779$250K0.07%new13F-HRTimeline
WBH ADVISORY INC5,772$250K0.02%013F-HRTimeline
Orion Porfolio Solutions, LLC5,753$249K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC5,753$249K<0.01%new13F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…5,700$246K0.01%new13F-HRTimelineGroup
Crews Bank & Trust5,665$245K0.04%13F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA5,620$243K<0.01%013F-HR/ATimelineGroup
Capital Investment Advisory Services, L…5,602$242K0.02%+2413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding5,502$238K-1,607Timeline
Summit X, LLC5,488$237K0.05%new13F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC5,398$233K0.2%013F-HRTimeline
Transform Wealth, LLC5,381$233K0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.5,369$232K0.01%+2013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS5,339$231K0.1%013F-HRTimeline
GPS Wealth Strategies Group, LLC5,318$230K0.03%+1,82713F-HRTimeline
Cornerstone Wealth Management, LLC5,303$229K0.02%-38913F-HRTimeline
NorthCoast Asset Management LLC5,293$229K<0.01%+113F-HR/ATimeline
MFG WEALTH MANAGEMENT, INC.5,244$227K0.21%13F-HRTimeline
Graypoint LLC5,214$225K0.01%013F-HRTimeline
Perennial Investment Advisors, LLC5,190$224K0.03%+1913F-HRTimeline
B. Riley Wealth Advisors, Inc.5,135$222K0.01%-12,36913F-HRTimeline
Brown Miller Wealth Management, LLC5,084$220K0.08%013F-HRTimeline
Coordinated Financial Services, Inc.4,966$215K0.17%13F-HRTimeline
Nilsine Partners, LLC4,902$212K0.02%013F-HRTimeline
AssuredPartners Investment Advisors, LLC4,889$211K0.04%13F-HRTimeline
Retirement Planning Co of New England, …4,880$211K0.1%+4413F-HRTimeline
Fortis Group Advisors, LLC4,857$210K0.04%-56013F-HRTimeline
Householder Group Estate & Retirement S…4,822$208K0.16%-11,01013F-HRTimeline
Accel Wealth Management4,774$206K0.08%+2413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,758$206K<0.01%new13F-HRTimelineGroup
Wealthspire Retirement, LLC4,752$205K0.02%+6013F-HRTimeline
MGO ONE SEVEN LLC4,732$205K0.01%new13F-HRTimeline
Mascagni Wealth Management, Inc.4,595$203K0.2%13F-HR/ATimeline
Advisor Resource Council4,690$203K0.15%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,667$202K<0.01%new13F-HRTimelineGroup
Collaborative Wealth Managment Inc.4,636$200K0.09%-3213F-HRTimeline
Caitlin John, LLC4,035$174K0.12%-8113F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC4,032$174K0.22%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …3,950$171K0.33%013F-HRTimeline
Parallel Advisors, LLC3,928$170K<0.01%-22313F-HRTimeline
Jackson Hole Capital Partners, LLC3,460$150K0.03%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,333$144K<0.01%+3,33213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.3,207$139K0.02%013F-HRTimeline
Vermillion & White Wealth Management Gr…3,171$137K0.1%013F-HRTimeline
Fairscale Capital, LLC2,969$128K0.11%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,946$127K<0.01%-1,73813F-HRTimelineGroup
TD Waterhouse Canada Inc.2,740$118K<0.01%-15013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,700$117K0.01%013F-HRTimelineGroup
PSI Advisors, LLC2,600$112K0.03%013F-HRTimeline
CITY HOLDING CO2,575$111K0.02%+18113F-HRTimeline
North Star Investment Management Corp.2,345$101K0.01%013F-HRTimeline
Rialto Wealth Management, LLC2,314$100K0.03%13F-HRTimeline
Van Hulzen Asset Management, LLC2,206$95.4K0.01%new13F-HRTimeline
LFA - Lugano Financial Advisors SA2,043$88.3K0.06%-35913F-HRTimeline
FSA Wealth Management LLC2,026$87.6K0.04%+2513F-HRTimeline
TSFG, LLC2,000$86K0.02%013F-HRTimeline
CoreCap Advisors, LLC1,948$84.2K<0.01%-75,08013F-HRTimeline
Sunbelt Securities, Inc.1,922$82.7K0.01%+42313F-HRTimeline
Peterson Wealth Services1,877$81.2K0.02%-5913F-HRTimeline
Wood Tarver Financial Group, LLC1,841$79K0.03%13F-HRTimeline
WASHINGTON TRUST Co1,766$76.4K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,751$75.3K0.01%new13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC1,709$73.9K0.01%013F-HRTimeline
Anchor Investment Management, LLC1,500$64.9K0.01%013F-HRTimeline
Future Financial Wealth Managment LLC1,480$64K0.05%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,435$62K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,389$60K<0.01%-53013F-HRTimelineGroup
Clearstead Trust, LLC1,337$57.8K0.01%013F-HRTimeline
HOWE & RUSLING INC1,316$56.9K<0.01%-24913F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,187$51.3K0.02%+1513F-HRTimeline
TRUST CO OF VERMONT1,160$50.2K<0.01%013F-HRTimeline
Bullock Wealth Management Group1,127$48.7K0.03%+213F-HRTimeline
Copia Wealth Management1,125$48.7K0.05%13F-HRTimeline
CX Institutional1,072$46.4K<0.01%new13F-HRTimeline
Global Trust Asset Management, LLC1,065$46.1K0.02%-42013F-HRTimeline
Fourth Dimension Wealth, LLC1,050$45.4K0.02%13F-HRTimeline
Wingate Wealth Advisors, Inc.1,035$44.8K0.04%13F-HRTimeline
CBIZ Investment Advisory Services, LLC1,022$44.2K<0.01%+1313F-HRTimeline
Transce3nd, LLC998$43.2K0.01%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.967$41.8K<0.01%-39913F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC961$41.6K0.02%new13F-HRTimeline
New England Capital Financial Advisors …931$40.2K0.02%013F-HRTimeline
Westend Capital Management, LLC913$39.5K0.01%-24413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.880$38.1K<0.01%013F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding830$35.9K-241,000Timeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC823$35.6K<0.01%+16413F-HRTimelineGroup
Sachetta, LLC800$34.6K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC800$34.6K0.02%13F-HRTimeline
Synergy Investment Management, LLC766$33.1K0.01%13F-HRTimeline