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Disclosery

SPYD SPDR SERIES TRUST

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SHS (fund)

460 managers (464 13F filers) reported a position in SPYD shares at 2025-03-31, 45,538,005 shares in all. 45 filers opened a position and 39 filers sold out during the quarter.

Managers
460
13F filers
464
New
45
Added
182
Reduced
138
Sold out
39
Shares held by filers
45,538,005

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
WealthShield Partners, LLC717$31.7K<0.01%013F-HRTimeline
Pineridge Advisors LLC649$28.7K0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT633$28K<0.01%-8,28213F-HRTimeline
N.E.W. Advisory Services LLC603$26.7K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC601$26.6K<0.01%-6913F-HRTimeline
VALLEY NATIONAL ADVISERS INC575$25K<0.01%+54413F-HRTimeline
LANARK FINANCIAL, INC.573$25K<0.01%new13F-HRTimeline
American Capital Advisory, LLC563$24.9K0.01%013F-HRTimeline
Moser Wealth Advisors, LLC550$24.3K0.01%new13F-HRTimeline
Sound Income Strategies, LLC539$23.9K<0.01%+34213F-HRTimeline
Grey Ledge Advisors, LLC490$21.7K0.01%new13F-HRTimeline
CVA Family Office, LLC463$20.5K<0.01%013F-HRTimeline
Transce3nd, LLC422$18.7K0.01%-57613F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.343$15.2K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.306$13.5K<0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI300$13.3K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC288$12.8K<0.01%+513F-HR/ATimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…275$12.2K<0.01%-27213F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC271$12K<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC270$11.9K<0.01%13F-HRTimeline
HOEY INVESTMENTS, INC264$11.7K<0.01%-13613F-HRTimeline
SOA Wealth Advisors, LLC.250$11.1K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.250$11.1K0.01%-6213F-HRTimeline
Cape Investment Advisory, Inc.245$10.8K<0.01%013F-HRTimeline
NFSG Corp240$10.6K<0.01%-15513F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.220$9.74K0.01%013F-HRTimeline
Sage Mountain Advisors LLC216$9.56K<0.01%013F-HRTimeline
Front Row Advisors LLC200$8.85K<0.01%013F-HRTimeline
Key Financial Inc200$8.85K<0.01%013F-HRTimeline
GAMMA Investing LLC200$8.85K<0.01%013F-HR/ATimeline
VSM Wealth Advisory, LLC200$8.85K<0.01%013F-HRTimeline
McIlrath & Eck, LLC195$8.63K<0.01%013F-HRTimeline
Signature Resources Capital Management,…195$8.63K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…188$8.32K0.01%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC181$8.02K<0.01%013F-HRTimeline
DT Investment Partners, LLC137$6.06K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…131$5.8K<0.01%+12213F-HRTimelineGroup
Main Street Group, LTD116$5.12K<0.01%+113F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC109$4.83K<0.01%new13F-HRTimeline
Flaharty Asset Management, LLC103$4.56K<0.01%new13F-HRTimeline
Costello Asset Management, INC100$4.43K<0.01%new13F-HRTimeline
Centricity Wealth Management, LLC80$3.54K<0.01%+3013F-HRTimeline
Clearstead Advisors, LLC67$2.96K<0.01%+5713F-HRTimeline
Realta Investment Advisors54$2.4K<0.01%+4313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.54$2K<0.01%+113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Financial Freedom, LLC42$1.88K<0.01%013F-HRTimeline
Asset Dedication, LLC41$1.81K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC40$1.77K<0.01%013F-HRTimeline
BALLAST ADVISORS LLC37$1.62K<0.01%+2513F-HRTimeline
Crewe Advisors LLC20$883<0.01%013F-HRTimeline
Morse Asset Management, Inc18$814<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC16$712<0.01%013F-HRTimeline
Integrity Financial Corp /WA15$664<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.12$543<0.01%013F-HRTimeline
Abound Wealth Management11$478<0.01%+113F-HRTimeline
Hexagon Capital Partners LLC6$266<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5$190<0.01%-10,58913F-HRTimelineGroup
Qube Research & Technologies Ltd2$89<0.01%-10,33113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2$89<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-7,21713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.