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Disclosery

SPYD SPDR SERIES TRUST

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SHS (fund)

473 managers (478 13F filers) reported a position in SPYD shares at 2025-12-31, 53,901,116 shares in all. 47 filers opened a position and 42 filers sold out during the quarter.

Managers
473
13F filers
478
New
47
Added
173
Reduced
145
Sold out
42
Shares held by filers
53,901,116

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
OPTIMA CAPITAL LLC17,123$741K0.32%+42913F-HRTimeline
Financial Insights, Inc.17,090$739K0.25%+20013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC17,042$737K0.01%-12913F-HRTimelineGroup
Integrated Wealth Concepts LLC16,582$717K0.01%-125,56313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding16,236$702K+1,326Timeline
Walkner Condon Financial Advisors LLC16,082$696K0.1%013F-HRTimeline
Advisory Services Network, LLC16,039$694K0.01%+4,40913F-HRTimeline
Harpswell Capital Advisors, LLC16,000$692K0.55%013F-HRTimeline
Heck Capital Advisors, LLC15,479$669K0.05%+4,32113F-HRTimeline
FIRST MANHATTAN CO. LLC.15,300$662K<0.01%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich15,000$649K<0.01%-24,70013F-HRTimeline
Balefire, LLC14,763$638K0.12%-4513F-HRTimeline
Astoria Portfolio Advisors LLC.13,260$633K0.14%-23,36813F-HRTimeline
Beacon Bank & Trust14,428$624K0.13%-2013F-HRTimeline
FLC Capital Advisors14,232$616K0.11%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,099$610K0.01%+1,17213F-HRTimelineGroup
MidFirst Bank14,000$606K0.05%13F-HRTimeline
Parker Investment Management, LLC13,888$601K0.09%-1,24813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,759$595K0.01%+52113F-HRTimeline
NorthRock Partners, LLC13,562$587K0.01%+2913F-HRTimeline
Chicago Partners Investment Group LLC12,949$582K0.01%+2,03913F-HRTimeline
Ignite Planners, LLC12,678$574K0.09%-2,81313F-HRTimeline
Belpointe Asset Management LLC13,249$573K0.02%+6,88913F-HRTimeline
&PARTNERS13,238$573K<0.01%-8,01213F-HRTimeline
Virtue Capital Management, LLC13,011$567K0.09%+9,90913F-HR/ATimeline
Leo Wealth, LLC12,946$560K0.04%new13F-HRTimeline
Arete Wealth Advisors, LLC12,805$554K0.04%-11,50113F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC12,776$553K<0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.13,326$550K0.01%+24813F-HRTimeline
Atlas Legacy Advisors, LLC12,713$550K0.1%-10713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,553$543K0.02%-1,76513F-HRTimelineGroup
Balentine LLC12,547$543K0.02%-1,56113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…12,417$537K0.02%-10,87813F-HRTimelineGroup
ENTREWEALTH, LLC11,354$534K0.24%-22913F-HRTimeline
AMERIFLEX GROUP, INC.12,287$531K0.28%new13F-HRTimeline
Crews Bank & Trust12,155$526K0.08%+5,06513F-HRTimeline
NDWM LLC12,084$523K0.35%+3813F-HRTimeline
Willis Johnson & Associates, Inc.11,820$511K0.03%+1,62813F-HRTimeline
Focused Wealth Management, Inc11,759$509K0.05%-52813F-HRTimeline
First Heartland Consultants, Inc.11,674$505K0.04%+1613F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…11,546$499K0.15%-97513F-HRTimeline
Rollins Financial Advisors, LLC11,442$495K0.07%-11,51513F-HRTimeline
WCG Wealth Advisors LLC11,426$494K0.01%-29913F-HRTimeline
Mission Creek Capital Partners, Inc.11,361$491K0.1%-98213F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…11,322$490K0.09%+43713F-HRTimeline
Peregrine Asset Advisers, Inc.11,276$488K0.14%-51813F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.11,194$484K0.06%013F-HRTimeline
AlphaStar Capital Management, LLC11,070$479K0.04%+1,24113F-HRTimeline
Wealth Alliance Advisory Group, LLC10,972$475K0.08%013F-HRTimeline
Advisor Resource Council10,901$471K0.17%+97913F-HRTimeline
HighPoint Advisor Group LLC10,798$467K0.01%new13F-HRTimeline
Cache Advisors, LLC10,673$462K0.06%new13F-HRTimeline
Global Retirement Partners, LLC10,585$458K0.01%+26713F-HRTimeline
EAGLE GLOBAL ADVISORS LLC10,555$457K0.02%+37013F-HRTimeline
Sage Advisory Services, Ltd.Co.10,547$456K0.25%+4613F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.10,500$454K0.13%013F-HRTimeline
PRIVATE TRUST CO NA10,404$450K0.04%+7413F-HRTimeline
Meriwether Wealth & Planning, LLC10,376$449K0.25%-1,53413F-HRTimeline
Sovereign Financial Group, Inc.10,299$445K0.08%-5513F-HRTimeline
SimpliFi, Inc.10,063$435K0.18%+12613F-HRTimeline
Sigma Planning Corp10,045$434K0.01%+19713F-HRTimeline
High Net Worth Advisory Group LLC9,867$427K0.1%-3813F-HRTimeline
Sequoia Financial Advisors, LLC9,781$423K<0.01%new13F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.9,761$422K0.02%new13F-HRTimelineGroup
Johnson Wealth Management, LLC9,720$420K0.21%+10013F-HRTimeline
COFG Advisors, LLC9,717$420K0.1%13F-HRTimeline
OARSMAN CAPITAL, INC.9,620$416K0.05%-1,61013F-HRTimeline
Financial Guidance Group, Inc.9,587$415K0.17%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …9,451$409K0.02%new13F-HRTimeline
Conservest Capital Advisors, Inc.9,385$406K0.04%013F-HRTimeline
Principle Wealth Partners LLC9,315$403K0.02%-11,35013F-HRTimeline
Erickson Financial Group, LLC9,134$395K0.24%+17413F-HRTimeline
JT Stratford LLC9,098$393K0.05%+1,62313F-HRTimeline
Signature Wealth Management Group9,083$393K0.16%013F-HRTimeline
Intrua Financial, LLC8,995$389K0.04%+41713F-HRTimeline
Larson Financial Group LLC8,936$386K0.01%+3413F-HRTimeline
Perennial Investment Advisors, LLC8,859$383K0.03%+3,24813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,777$380K<0.01%013F-HRTimelineGroup
DRW Securities, LLC8,770$379K0.03%+1,22613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,644$374K<0.01%+2,52513F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC8,587$371K0.02%+1,03913F-HRTimeline
Koshinski Asset Management, Inc.8,497$367K0.02%+10513F-HRTimeline
Diversified Enterprises, LLC8,455$366K0.02%+1313F-HRTimeline
KWB Wealth8,371$362K0.03%new13F-HRTimeline
NTV Asset Management LLC8,335$360K0.04%-46513F-HRTimeline
Arax Advisory Partners8,292$359K0.01%new13F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…8,197$355K0.1%-3013F-HRTimeline
Navis Wealth Advisors, LLC8,130$352K0.15%013F-HRTimeline
OAKWORTH CAPITAL, INC.8,000$346K0.02%new13F-HRTimeline
IFC Advisors LLC7,996$346K0.05%-2,00013F-HRTimeline
Security National Bank7,950$344K0.05%-1,80913F-HRTimeline
Badgley Phelps Wealth Managers, LLC7,911$342K0.01%013F-HRTimeline
Register Financial Advisors LLC7,905$342K0.13%+1013F-HRTimeline
Mutual Advisors, LLC7,895$341K0.01%-2513F-HRTimeline
Advisors Capital Management, LLC7,809$338K<0.01%new13F-HRTimeline
Tempo Wealth, LLC7,654$331K0.06%13F-HRTimeline
Coppell Advisory Solutions LLC7,561$329K0.03%-73613F-HRTimeline
XML Financial, LLC7,583$328K0.03%new13F-HRTimeline
Quantinno Capital Management LP7,519$325K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,447$322K0.02%-8913F-HRTimeline
Thompson David Blair7,308$316K0.18%13F-HRTimeline
AlphaCore Capital LLC7,243$313K0.01%+4,10013F-HRTimeline
Wealth Watch Advisors, INC7,230$313K0.12%-5513F-HRTimeline
NewSquare Capital LLC7,222$312K0.03%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP7,222$312K<0.01%013F-HRTimelineGroup
Boreal Capital Management LLC0$311K0.23%-3,80013F-HRTimelineAmount filed as zero, left out of ratios.
Norris Financial Group, LLC7,118$308K0.1%013F-HRTimeline
Continuum Advisory, LLC7,040$304K0.03%-79813F-HRTimeline
Sandbox Financial Partners, LLC6,747$292K0.08%013F-HRTimeline
Cornerstone Wealth Management, LLC6,667$288K0.01%+1,31913F-HRTimeline
Capital Asset Advisory Services LLC6,441$284K0.01%+113F-HRTimeline
Apella Capital, LLC6,474$280K0.01%-213F-HRTimeline
Northwest Bancshares, Inc.6,448$279K0.05%013F-HRTimeline
KW WEALTH MANAGEMENT LLC6,430$278K0.42%+61213F-HRTimeline
Capital Investment Advisory Services, L…6,389$276K0.02%-20813F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,378$276K0.01%-66813F-HRTimeline
Claro Advisors Inc.6,329$274K0.04%new13F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC6,159$266K0.04%13F-HRTimeline
Integrated Advisors Network LLC6,136$265K0.01%-5,03213F-HRTimeline
Caitlin John, LLC6,114$264K0.17%+22613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,013$260K0.01%-1,77713F-HRTimelineGroup
Frazier Financial Advisors, LLC5,981$259K0.15%new13F-HRTimeline
Evercore Wealth Management, LLC5,969$258K<0.01%013F-HRTimeline
CAP Partners, LLC5,958$258K0.15%-1913F-HRTimeline
PFG Investments, LLC5,917$256K0.01%new13F-HRTimeline
Stonebridge Financial Group, LLC / MO5,916$256K0.22%13F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC5,821$252K0.03%013F-HRTimeline
Cloud Capital Management, LLC5,783$250K0.12%013F-HRTimeline
WBH ADVISORY INC5,772$250K0.02%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,742$248K<0.01%new13F-HRTimelineGroup
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…5,700$247K0.01%013F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA5,620$243K<0.01%013F-HRTimelineGroup
Orion Porfolio Solutions, LLC5,568$241K<0.01%+93413F-HRTimeline
Modern Wealth Management, LLC5,565$241K<0.01%-23413F-HRTimeline
Coastal Bridge Advisors, LLC5,514$238K0.02%new13F-HRTimeline
UMB Bank, n.a.5,500$238K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,487$237K0.01%+15413F-HRTimelineGroup
Foundations Investment Advisors, LLC5,476$237K<0.01%+37913F-HRTimeline
CX Institutional5,402$234K0.01%-5,46413F-HRTimeline
Vantage Investment Partners, LLC5,365$232K0.02%013F-HRTimeline
Mascagni Wealth Management, Inc.5,266$228K0.17%+3113F-HRTimeline
Detalus Advisors, LLC5,260$228K0.06%-3,20813F-HRTimeline
WealthPoint Financial, LLC5,217$226K0.2%13F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…5,176$224K0.05%13F-HRTimeline
Garden State Investment Advisory Servic…5,138$222K0.05%new13F-HRTimeline
WHITTIER TRUST CO5,039$222K<0.01%013F-HRTimeline
Northwest Wealth Advisors, LLC5,119$221K0.17%13F-HRTimeline
Brown Miller Wealth Management, LLC5,084$220K0.06%013F-HRTimeline
Wealthspire Retirement, LLC5,084$220K0.01%new13F-HRTimeline
Dynamic Advisor Solutions LLC5,017$217K0.01%013F-HRTimeline
Carroll Advisory Group, LLC5,006$217K0.09%13F-HRTimeline
WESTBOURNE INVESTMENTS, INC.4,992$216K0.1%new13F-HRTimeline
Keudell/Morrison Wealth Management4,975$215K0.05%13F-HRTimeline
TD Waterhouse Canada Inc.4,962$215K<0.01%-11213F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC4,957$214K0.15%13F-HRTimeline
Nilsine Partners, LLC4,902$212K0.02%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,896$212K<0.01%-3,17613F-HRTimelineGroup
Chancellor Financial Group WB LP4,892$212K0.14%-2,39213F-HRTimeline
Collaborative Wealth Managment Inc.4,885$211K0.07%+15113F-HRTimeline
Accel Wealth Management4,861$210K0.06%+2513F-HRTimeline
CENTAURUS FINANCIAL, INC.4,846$210K0.01%-1,30813F-HRTimeline
Austin Private Wealth, LLC4,850$210K0.02%new13F-HRTimeline
Savvy Advisors, Inc.4,840$209K0.01%new13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC4,758$206K0.11%+4113F-HRTimeline
Amicus Financial Advisors, LLC4,734$205K0.06%13F-HRTimeline
Beacon Pointe Advisors, LLC4,718$204K<0.01%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding4,446$193K+1,499Timeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,914$169K<0.01%-513F-HRTimeline
BLAIR WILLIAM & CO/IL3,464$150K<0.01%+1,17613F-HRTimeline
Jackson Hole Capital Partners, LLC3,460$150K0.03%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.3,207$139K0.02%13F-HRTimeline
Fairscale Capital, LLC2,948$128K0.08%013F-HRTimeline
Parallel Advisors, LLC2,927$127K<0.01%-50013F-HRTimeline
Go Invest LLC2,641$114K0.04%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,559$111K<0.01%+2713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,525$109K<0.01%+1,63013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC2,509$109K0.01%+80013F-HRTimeline
North Star Investment Management Corp.2,345$101K0.01%013F-HRTimeline
Rialto Wealth Management, LLC2,314$100K0.02%013F-HRTimeline
Sunbelt Securities, Inc.2,304$99.6K0.01%+113F-HRTimeline
Miller Global Investments, LLC2,165$93.6K0.08%13F-HRTimeline
Keating Financial Advisory Services, In…2,106$91.1K0.01%13F-HRTimeline
Peterson Wealth Services2,100$90.8K0.02%-2,49113F-HRTimeline
TSFG, LLC2,000$87K0.01%013F-HRTimeline
IFP Advisors, Inc1,967$85.1K<0.01%+65013F-HRTimeline
Westside Investment Management, Inc.1,950$84.3K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,739$75K<0.01%-30013F-HR/ATimelineGroup
Triumph Capital Management1,715$74.2K0.02%new13F-HRTimeline
Vermillion & White Wealth Management Gr…1,674$72.4K0.04%013F-HRTimeline
Bogart Wealth, LLC1,642$71K<0.01%-5,60813F-HRTimeline
Anchor Investment Management, LLC1,500$64.9K0.01%013F-HRTimeline
Clearstead Trust, LLC1,337$57.8K0.01%013F-HRTimeline
SageView Advisory Group, LLC1,192$51.5K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC1,185$51.3K0.02%+1413F-HRTimeline
TRUST CO OF VERMONT1,160$50.2K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC1,150$49.7K0.01%013F-HRTimeline
Copia Wealth Management1,125$48.7K0.03%013F-HRTimeline
AdvisorNet Financial, Inc1,110$48K<0.01%+12513F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,108$47.9K0.02%+1413F-HRTimeline
HOWE & RUSLING INC1,100$47.6K<0.01%013F-HRTimeline