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Disclosery

SPYD SPDR SERIES TRUST

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SHS (fund)

454 managers (457 13F filers) reported a position in SPYD shares at 2025-06-30, 48,938,560 shares in all. 34 filers opened a position and 40 filers sold out during the quarter.

Managers
454
13F filers
457
New
34
Added
164
Reduced
161
Sold out
40
Shares held by filers
48,938,560

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
Ameritas Investment Partners, Inc.group of 2 filers holding15,688$666K-5,947Timeline
Financial Insights, Inc.15,590$662K0.24%-50013F-HRTimeline
Heck Capital Advisors, LLC15,144$643K0.06%new13F-HRTimeline
Beacon Bank & Trust14,804$628K0.14%-1,98213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC14,612$620K<0.01%-2813F-HR/ATimelineGroup
Atlas Legacy Advisors, LLC14,500$615K0.14%new13F-HRTimeline
OPTIMA CAPITAL LLC14,310$607K0.33%+74013F-HRTimeline
FLC Capital Advisors14,232$604K0.12%013F-HRTimeline
Balentine LLC14,071$597K0.02%-1,45813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,926$549K0.01%-2,46813F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC12,643$537K0.01%-85513F-HRTimeline
FSC Wealth Advisors, LLC12,580$534K0.34%-30813F-HR/ATimeline
Focused Wealth Management, Inc12,351$524K0.06%-1,46313F-HRTimeline
Mission Creek Capital Partners, Inc.12,341$524K0.12%+313F-HRTimeline
J.W. COLE ADVISORS, INC.12,336$524K0.01%-34213F-HRTimeline
Willis Johnson & Associates, Inc.12,241$519K0.04%+17213F-HRTimeline
Integrated Advisors Network LLC12,200$518K0.02%-3,35413F-HRTimeline
NDWM LLC12,015$510K0.37%+3313F-HRTimeline
Compound Planning, Inc.11,912$506K0.02%013F-HRTimeline
GC Wealth Management RIA, LLC11,847$503K0.04%-1,12013F-HRTimeline
NorthRock Partners, LLC11,793$500K0.01%-1,79713F-HR/ATimeline
Chicago Partners Investment Group LLC11,198$496K0.01%+9113F-HRTimeline
First Heartland Consultants, Inc.11,641$494K0.04%+31813F-HRTimeline
WCG Wealth Advisors LLC11,634$494K0.03%-4913F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.11,603$492K<0.01%new13F-HRTimelineGroup
ENTREWEALTH, LLC11,448$486K0.34%-5,14613F-HRTimeline
Advisory Services Network, LLC11,359$486K0.01%+4,33013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management11,398$484K0.02%-3,87413F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT11,277$479K0.01%new13F-HRTimeline
Peregrine Asset Advisers, Inc.11,276$479K0.15%new13F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.11,070$470K0.06%+11913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,024$468K0.01%+10,20113F-HRTimelineGroup
Wealth Alliance Advisory Group, LLC10,972$466K0.09%-1,58513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,955$465K<0.01%+2,09013F-HRTimelineGroup
Coppell Advisory Solutions LLC11,013$465K0.06%-813F-HR/ATimeline
OARSMAN CAPITAL, INC.10,933$464K0.07%+20013F-HRTimeline
BRIGHTON JONES LLC10,727$455K0.01%+1,51813F-HRTimeline
Lifeworks Advisors, LLC10,690$454K0.07%new13F-HRTimeline
Global Retirement Partners, LLC10,632$451K0.01%13F-HRTimeline
IFC Advisors LLC10,523$447K0.08%+2,11913F-HRTimeline
Sage Advisory Services, Ltd.Co.10,413$442K0.24%+51113F-HRTimeline
PRIVATE TRUST CO NA10,330$438K0.04%+25513F-HRTimeline
High Net Worth Advisory Group LLC10,297$437K0.12%-9313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC10,262$436K0.02%+1,16513F-HRTimeline
Advisor Resource Council10,224$434K0.21%-6,63113F-HRTimeline
Y-Intercept (Hong Kong) Ltd10,130$430K0.01%new13F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…10,114$429K0.09%013F-HRTimeline
Leo Wealth, LLC10,113$429K0.03%new13F-HRTimeline
Sovereign Financial Group, Inc.10,103$429K0.09%+2213F-HRTimeline
EAGLE GLOBAL ADVISORS LLC10,090$428K0.02%-1,00013F-HRTimeline
AlphaStar Capital Management, LLC9,828$417K0.03%-82113F-HRTimeline
SimpliFi, Inc.9,827$417K0.18%+11513F-HRTimeline
Security National Bank9,759$414K0.07%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,687$411K<0.01%-4,92713F-HRTimelineGroup
Vantage Investment Partners, LLC9,650$410K0.03%+15513F-HRTimeline
Tidemark, LLC9,522$404K0.13%-1,67113F-HRTimeline
Conservest Capital Advisors, Inc.9,385$398K0.04%+8013F-HRTimeline
Altrius Capital Management Inc9,215$391K0.09%+16113F-HRTimeline
Sigma Planning Corp9,084$386K0.01%+4913F-HRTimeline
Signature Wealth Management Group9,083$385K0.15%new13F-HRTimeline
Intrua Financial, LLC9,018$383K0.05%+1,00713F-HRTimeline
World Investment Advisors8,920$379K0.01%-18813F-HRTimeline
Larson Financial Group LLC8,872$377K0.02%-16513F-HRTimeline
NTV Asset Management LLC8,800$373K0.04%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,777$372K<0.01%013F-HRTimelineGroup
Mutual Advisors, LLC8,442$372K0.01%-5,03513F-HRTimeline
Erickson Financial Group, LLC8,748$371K0.25%-15813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,671$368K0.01%-1213F-HRTimelineGroup
IHT Wealth Management, LLC8,510$361K0.01%-2,95513F-HRTimeline
Detalus Advisors, LLC8,456$359K0.1%-31213F-HRTimeline
Continuum Advisory, LLC8,447$358K0.04%-2,29713F-HRTimeline
Diversified Enterprises, LLC8,348$354K0.03%-8613F-HRTimeline
Koshinski Asset Management, Inc.8,330$354K0.03%new13F-HRTimeline
L.M. KOHN & COMPANY8,252$350K0.09%-9,42913F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…8,227$349K0.1%-15013F-HRTimeline
Navis Wealth Advisors, LLC8,130$345K0.29%013F-HRTimeline
Plan Group Financial, LLC8,100$344K0.11%-2,50013F-HRTimeline
Badgley Phelps Wealth Managers, LLC7,911$336K0.01%013F-HRTimeline
Chancellor Financial Group WB LP7,609$323K0.25%-39313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,536$320K0.03%-2,45613F-HRTimeline
Moloney Securities Asset Management, LLC7,480$317K0.04%013F-HRTimeline
JT Stratford LLC7,475$317K0.05%013F-HRTimeline
CHOREO, LLC7,418$315K<0.01%-3,50013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,290$309K0.01%-1,31113F-HRTimelineGroup
Bogart Wealth, LLC7,250$308K0.01%-8,47313F-HRTimeline
B. Riley Wealth Advisors, Inc.7,244$307K0.01%-18113F-HRTimeline
NewSquare Capital LLC7,222$307K0.02%-9513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP7,222$307K<0.01%-9513F-HRTimelineGroup
Optivise Advisory Services LLC7,220$306K0.16%-68913F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC7,150$303K0.04%+3013F-HRTimeline
Norris Financial Group, LLC7,118$302K0.12%-64013F-HRTimeline
Iron Horse Wealth Management, LLC7,083$301K0.09%-4613F-HRTimeline
Wealth Watch Advisors, INC7,064$300K0.17%-21413F-HRTimeline
Modern Wealth Management, LLC7,055$299K0.01%-31113F-HR/ATimeline
MONEY CONCEPTS CAPITAL CORP6,817$289K0.02%-46313F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,791$288K0.02%-8,42513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…6,754$287K0.01%-38313F-HRTimeline
Sandbox Financial Partners, LLC6,747$286K0.09%013F-HRTimeline
Capital Investment Advisory Services, L…6,576$279K0.02%+2213F-HRTimeline
MFG WEALTH MANAGEMENT, INC.6,565$279K0.23%-23413F-HRTimeline
Capital Asset Advisory Services LLC6,439$278K0.01%+7713F-HRTimeline
ROTHSCHILD INVESTMENT LLC6,514$276K0.02%-14513F-HRTimeline
ACAS, LLC6,215$274K0.18%013F-HRTimeline
Northwest Bancshares, Inc.6,448$274K0.05%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,439$273K0.01%+7713F-HRTimeline
CAP Partners, LLC6,201$263K0.17%-16513F-HRTimeline
AllSquare Wealth Management LLC6,183$262K0.15%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,170$262K<0.01%-88513F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL6,052$257K<0.01%new13F-HRTimeline
Crews Bank & Trust5,990$254K0.04%013F-HRTimeline
Evercore Wealth Management, LLC5,969$253K<0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.5,846$248K0.01%-14613F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC5,821$247K0.03%+1,18113F-HRTimeline
Cloud Capital Management, LLC5,783$247K0.15%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC5,813$247K0.03%+11813F-HRTimeline
WBH ADVISORY INC5,772$245K0.02%013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…5,700$242K0.01%013F-HRTimelineGroup
HUB Investment Partners, LLC5,622$239K0.01%+58813F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA5,620$239K<0.01%013F-HRTimelineGroup
Perennial Investment Advisors, LLC5,589$237K0.02%new13F-HRTimeline
GPS Wealth Strategies Group, LLC5,588$237K0.03%+10013F-HRTimeline
Register Financial Advisors LLC5,561$236K0.1%+1,42813F-HRTimeline
Belpointe Asset Management LLC5,555$236K0.01%+30613F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC5,525$234K0.19%+12713F-HRTimeline
Portland Financial Advisors Inc5,494$233K0.56%-1,36513F-HRTimeline
Dynamic Advisor Solutions LLC5,453$231K0.01%-82613F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,416$230K0.01%-8613F-HRTimelineGroup
NorthCoast Asset Management LLC5,415$230K<0.01%-15513F-HRTimeline
Cornerstone Wealth Management, LLC5,333$226K0.01%+1713F-HRTimeline
Manhattan West Asset Management, LLC5,293$225K0.05%-50613F-HRTimeline
Summit X, LLC5,251$223K0.04%-1,02313F-HRTimeline
Consolidated Portfolio Review Corp5,236$222K0.03%-20113F-HRTimeline
Graypoint LLC5,214$221K0.01%013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …5,096$221K0.01%new13F-HRTimelineGroup
Mascagni Wealth Management, Inc.5,143$218K0.19%+54813F-HRTimeline
Brown Miller Wealth Management, LLC5,084$216K0.07%013F-HRTimeline
Foundations Investment Advisors, LLC5,080$216K<0.01%+1513F-HRTimeline
WHITTIER TRUST CO5,039$214K<0.01%013F-HRTimeline
Orion Porfolio Solutions, LLC5,021$213K<0.01%+30113F-HR/ATimeline
Nilsine Partners, LLC4,902$208K0.02%013F-HRTimeline
Accel Wealth Management4,815$204K0.07%+2313F-HRTimeline
MJP ASSOCIATES INC /ADV4,812$204K0.03%new13F-HRTimeline
DRW Securities, LLC4,825$203K0.01%-4,88413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,758$202K<0.01%013F-HRTimelineGroup
Collaborative Wealth Managment Inc.4,743$201K0.09%-1313F-HRTimeline
Arax Advisory Partners4,558$193K0.01%-2,83013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC4,032$171K0.22%013F-HRTimeline
Parallel Advisors, LLC3,606$153K<0.01%-29413F-HRTimeline
Jackson Hole Capital Partners, LLC3,460$147K0.03%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,376$143K<0.01%-4,61413F-HRTimeline
ATLAS CAPITAL ADVISORS INC.3,207$136K0.02%013F-HRTimeline
Fairscale Capital, LLC2,948$126K0.09%-2113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,950$125K<0.01%+213F-HRTimelineGroup
AlphaCore Capital LLC2,870$122K<0.01%+20013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,639$112K0.05%013F-HRTimeline
TD Waterhouse Canada Inc.2,577$111K<0.01%+16113F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,445$103K0.02%+43313F-HRTimelineGroup
North Star Investment Management Corp.2,345$99.5K0.01%013F-HRTimeline
Rialto Wealth Management, LLC2,314$98.2K0.03%013F-HRTimeline
BLAIR WILLIAM & CO/IL2,288$97.1K<0.01%013F-HRTimeline
CITY HOLDING CO2,220$94.2K0.01%-35513F-HRTimeline
FSA Wealth Management LLC2,070$87.8K0.03%+2413F-HRTimeline
Peterson Wealth Services2,068$87.7K0.02%+1613F-HRTimeline
TSFG, LLC2,000$85K0.02%013F-HRTimeline
Sunbelt Securities, Inc.1,922$83.1K0.01%-38013F-HRTimeline
Westside Investment Management, Inc.1,950$82.8K0.02%+1,05013F-HRTimeline
Wood Tarver Financial Group, LLC1,841$78K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,739$74K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,720$73K<0.01%+28513F-HR/ATimelineGroup
HARBOR INVESTMENT ADVISORY, LLC1,709$72.5K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…1,674$71K0.05%013F-HRTimeline
Anchor Investment Management, LLC1,500$63.7K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,492$63.3K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC1,480$62.8K0.04%013F-HRTimeline
Clearstead Trust, LLC1,337$56.7K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,258$53.4K<0.01%-6913F-HRTimelineGroup
CoreCap Advisors, LLC1,248$53K<0.01%-19513F-HRTimeline
Medallion Wealth Advisors, LLC1,158$50K0.02%+35813F-HRTimeline
TRUST CO OF VERMONT1,160$49.2K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC1,150$48.8K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,128$47.9K<0.01%+1,12313F-HRTimelineGroup
Copia Wealth Management1,125$47.8K0.04%013F-HRTimeline
HOWE & RUSLING INC1,100$46.7K<0.01%-14413F-HRTimeline
Fourth Dimension Wealth, LLC1,050$44.6K0.02%013F-HRTimeline
CBIZ Investment Advisory Services, LLC1,044$44.3K<0.01%+1213F-HRTimeline
Strategic Wealth Partners, Ltd.1,040$44.1K<0.01%13F-HRTimeline
Bullock Wealth Management Group1,011$43.6K0.02%-11713F-HRTimeline
Access Investment Management LLC1,000$42.4K0.01%13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC982$41.7K0.02%+1113F-HRTimeline
Westend Capital Management, LLC957$40.6K0.01%-2713F-HRTimeline
New England Capital Financial Advisors …931$39.5K0.02%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.880$37.3K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc833$35.4K<0.01%new13F-HRTimeline
Sachetta, LLC800$34K0.01%013F-HRTimeline
Grey Ledge Advisors, LLC788$33.4K0.01%+29813F-HRTimeline
Cherry Tree Wealth Management, LLC754$32K0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO717$30.4K<0.01%013F-HRTimelineGroup
WealthShield Partners, LLC717$30.4K<0.01%013F-HRTimeline
CX Institutional689$29K<0.01%-20,07413F-HR/ATimeline
Pineridge Advisors LLC649$27.5K0.01%013F-HRTimeline