Skip to content

SPYD SPDR SERIES TRUST

Follow

SHS (fund)

501 managers (505 13F filers) reported a position in SPYD shares at 2026-03-31, 43,368,165 shares in all. 57 filers opened a position and 30 filers sold out during the quarter.

Managers
501
13F filers
505
New
57
Added
204
Reduced
141
Sold out
30
Shares held by filers
43,368,165

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
North Star Investment Management Corp.2,345$107K0.01%013F-HRTimeline
Rialto Wealth Management, LLC2,314$105K0.02%013F-HRTimeline
Westside Investment Management, Inc.2,200$100K0.02%+25013F-HRTimeline
Peterson Wealth Services2,114$96.2K0.02%+1413F-HRTimeline
Miller Global Investments, LLC2,028$92.3K0.08%-13713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,000$91K<0.01%new13F-HRTimelineGroup
TSFG, LLC2,000$91K0.01%013F-HRTimeline
IFP Advisors, Inc1,974$89.9K<0.01%+713F-HRTimeline
LANARK FINANCIAL, INC.1,849$84.2K0.01%+1,25613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,739$79K<0.01%013F-HRTimelineGroup
Triumph Capital Management1,707$77.7K0.02%-813F-HRTimeline
Cherry Tree Wealth Management, LLC1,600$72.8K0.02%+73213F-HRTimeline
Anchor Investment Management, LLC1,500$68.3K0.01%013F-HRTimeline
Clearstead Trust, LLC1,337$60.9K0.01%013F-HRTimeline
Parallel Advisors, LLC1,246$56.7K<0.01%-1,68113F-HR/ATimeline
Medallion Wealth Advisors, LLC1,197$54.5K0.02%+1213F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,174$53.4K0.03%new13F-HRTimeline
Glen Eagle Advisors, LLC1,150$52.3K0.01%013F-HRTimeline
Copia Wealth Management1,125$51.2K0.04%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,119$51K0.03%+1113F-HRTimeline
HOWE & RUSLING INC1,100$50.1K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,060$48.3K<0.01%-5013F-HRTimeline
CBIZ Investment Advisory Services, LLC1,055$48K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.1,052$47.9K0.02%-2813F-HRTimeline
Fourth Dimension Wealth, LLC1,035$47.1K0.02%013F-HRTimeline
Bullock Wealth Management Group1,011$45.8K0.02%013F-HRTimeline
SHP Wealth Management1,000$45.5K<0.01%013F-HRTimeline
Access Investment Management LLC1,000$45.5K0.01%013F-HRTimeline
Westend Capital Management, LLC998$45.4K0.01%-313F-HRTimeline
CITY HOLDING CO953$43.4K0.01%-10613F-HRTimeline
Federation des caisses Desjardins du Qu…952$43.3K<0.01%013F-HRTimeline
New England Capital Financial Advisors …931$42.4K0.01%013F-HRTimeline
Grey Ledge Advisors, LLC918$41.8K0.01%+3713F-HRTimeline
Atomic Invest LLC891$40.2K0.02%+49013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.880$40.1K<0.01%013F-HRTimelineGroup
N.E.W. Advisory Services LLC879$40K<0.01%+713F-HRTimeline
Pacific Center for Financial Services875$39.8K0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC857$39K<0.01%13F-HRTimelineGroup
Sound Income Strategies, LLC816$37K<0.01%013F-HRTimeline
WealthShield Partners, LLC801$36.4K<0.01%+8413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO717$32.6K<0.01%013F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP675$30.7K<0.01%+47513F-HRTimelineGroup
PETERSON WEALTH MANAGEMENT610$27.8K0.02%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…578$26.3K<0.01%+29213F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC576$26K<0.01%013F-HRTimeline
CVA Family Office, LLC550$25K<0.01%+613F-HRTimeline
NFSG Corp537$24.4K<0.01%+413F-HRTimeline
Synergy Investment Management, LLC487$22.2K0.01%new13F-HRTimeline
Hickory Point Bank & Trust475$21.6K0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC440$20K<0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC402$18.3K0.01%013F-HRTimeline
SIGNATUREFD, LLC391$17.8K<0.01%+413F-HRTimeline
Independence Bank of Kentucky368$16.8K<0.01%new13F-HRTimeline
American Capital Advisory, LLC366$16.7K0.01%013F-HRTimeline
TD Capital Management LLC362$16.5K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.343$15.6K0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…304$13.9K<0.01%new13F-HRTimelineGroup
ARCADIA INVESTMENT MANAGEMENT CORP/MI300$13.7K<0.01%013F-HRTimeline
Innovative Asset Advisors Group, LLC300$13.7K0.01%13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…285$13K<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC270$12.3K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC262$11.8K<0.01%+11213F-HRTimeline
SOA Wealth Advisors, LLC.250$11.4K<0.01%013F-HRTimeline
Lynch Asset Management, Inc.250$11.4K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC227$10.4K<0.01%-11213F-HRTimeline
Front Row Advisors LLC200$9.1K<0.01%013F-HRTimeline
Key Financial Inc200$9.1K<0.01%013F-HRTimeline
GAMMA Investing LLC200$9.1K<0.01%013F-HRTimeline
Signature Resources Capital Management,…195$8.88K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.186$8.48K<0.01%+12513F-HRTimeline
CoreCap Advisors, LLC174$7.92K<0.01%-32513F-HRTimeline
Basepoint Wealth LLC162$7.39K<0.01%+213F-HRTimeline
Basecamp Wealth Advisors LLC148$6.75K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…146$6.64K<0.01%new13F-HRTimelineGroup
Main Street Group, LTD122$5.56K<0.01%new13F-HRTimeline
Lodestone Wealth Management LLC116$5.28K<0.01%013F-HR/ATimeline
Turim 21 Investimentos Ltda.1,375$4.88K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.106$4.83K<0.01%+113F-HRTimeline
Sage Mountain Advisors LLC81$3.68K<0.01%013F-HRTimeline
Clearstead Advisors, LLC65$2.95K<0.01%+3213F-HRTimeline
Quest 10 Wealth Builders, Inc.60$2.73K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.58$2.64K<0.01%013F-HRTimeline
Hamrick Investment Counsel, llc58$2.64K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC57$2.6K<0.01%013F-HRTimeline
Financial Freedom, LLC44$2.02K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.45$2K<0.01%+1213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BALLAST ADVISORS LLC38$1.75K<0.01%013F-HR/ATimeline
Root Financial Partners, LLC26$1.18K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC23$1.05K<0.01%013F-HRTimeline
Crewe Advisors LLC21$951<0.01%013F-HRTimeline
Strategic Advocates LLC20$910<0.01%+613F-HRTimeline
Morse Asset Management, Inc19$877<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.17$787<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV14$619<0.01%+113F-HRTimeline
Realta Investment Advisors11$517<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC8$364<0.01%-13613F-HRTimeline
TUCKER ASSET MANAGEMENT LLC6$273<0.01%013F-HRTimeline
Abound Wealth Management6$252<0.01%+113F-HRTimeline
Qube Research & Technologies Ltd2$91<0.01%-88313F-HRTimeline
Signature Equity Partners, LLC2$91<0.01%-17113F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1$53<0.01%-91,14513F-HRTimelineGroup