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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
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co10,592,146$458M8.63%013F-HRTimelineGroup
LPL Financial LLC3,810,466$165M0.07%+155,89813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,144,615$136M0.01%+90,58713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,838,146$123M0.03%+33,79813F-HRTimelineGroup
Auto-Owners Insurance Coin group Auto-Owners Insurance Co2,740,000$118M2.69%+690,00013F-HRTimelineGroup
SBI Securities Co., Ltd.1,498,175$64.8M2%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,484,406$64.2M<0.01%+17,40613F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN781,266$33.8M0.01%+48,82513F-HRTimelineGroup
First Command Advisory Services, Inc.777,884$33.6M0.32%-87,89213F-HRTimeline
UBS Group AGin group UBS Group AG662,550$28.6M0.01%-5,94013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding632,710$27.4M+177,566Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA607,203$26.3M0.01%+46,69313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp578,442$25M<0.01%-6,15513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC522,941$22.6M0.03%+32,20113F-HRTimeline
ALLIANCEBERNSTEIN L.P.450,773$19.5M0.01%+7,26113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC436,910$18.9M0.01%13F-HR/ATimelineGroup
Curran Financial Partners, LLC426,329$18.4M4.84%+30,32313F-HRTimeline
Vestmark Advisory Solutions, Inc.379,370$16.4M0.56%-154,19313F-HRTimeline
Barry Investment Advisors, LLC346,050$15M4.81%+19,70713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO325,212$14.1M<0.01%+91,12913F-HRTimelineGroup
WealthPlan Investment Management, LLC311,043$13.4M1.33%+181,43413F-HRTimeline
Waterloo Capital, L.P.301,229$13M1.37%+25,96313F-HRTimeline
Dakota Wealth Management292,020$12.6M0.29%+109,96413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC290,041$12.5M<0.01%-3,10513F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth282,674$12.2M0.03%+273,01013F-HR/ATimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …240,917$10.4M2.38%+15,61213F-HRTimelineGroup
Wealthfront Advisers LLC239,433$10.4M0.03%+17,83013F-HR/ATimeline
SWS Partners219,373$9.49M2.87%+52,62613F-HRTimeline
Cercano Management LLC217,913$9.42M0.24%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS213,125$9.22M0.01%+206,64713F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK204,123$8.83M0.29%013F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.199,139$8.61M0.04%+2,48613F-HRTimelineGroup
Keystone Financial Planning, Inc.194,322$8.4M2.61%+2,50413F-HRTimeline
COWA, LLC190,607$8.24M3.8%+3,01313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP183,971$7.95M0.01%-4,29113F-HRTimelineGroup
Cetera Investment Advisers173,692$7.51M0.02%+4,44513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.172,743$7.47M0.41%+17,17413F-HR/ATimelineGroup
Integrated Wealth Concepts LLC157,605$6.81M0.08%+37,10113F-HRTimeline
CWM, LLCin group CWM, LLC153,688$6.64M0.03%+9,85413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.151,632$6.56M0.01%-44,10913F-HR/ATimelineGroup
Genesee Capital Advisors, LLC151,263$6.54M3.04%+2,97313F-HRTimeline
Systematic Alpha Investments, LLC147,601$6.38M0.24%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC143,095$6.19M0.19%-3,48413F-HRTimeline
BIP Wealth, LLC142,703$6.17M0.41%-4,09513F-HRTimeline
Janney Montgomery Scott LLC130,288$5.63M0.02%+6,56413F-HRTimeline
Crescent Grove Advisors, LLC128,468$5.55M0.55%+3,66013F-HRTimeline
Curi Capital, LLC127,750$5.52M0.13%013F-HRTimeline
Cambridge Investment Research Advisors,…126,983$5.49M0.02%+9,26213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…121,292$5.24M<0.01%+5,09513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP120,425$5.21M0.01%+2,05813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC118,690$5.13M0.01%-43,72313F-HRTimelineGroup
Heartwood Wealth Advisors LLC112,977$4.89M0.55%-8413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…111,900$4.81M0.02%+51,30013F-HRTimelineGroup
CALTON & ASSOCIATES, INC.111,184$4.81M2.12%+46,84413F-HRTimeline
Venture Visionary Partners LLC108,281$4.68M0.2%+11813F-HR/ATimeline
NewEdge Advisors, LLC95,098$4.11M0.02%+9,80313F-HRTimeline
Private Advisor Group, LLC95,073$4.11M0.02%-9,58713F-HRTimeline
CGN Advisors LLC93,418$4.04M0.39%-3,45513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP91,248$3.95M0.01%-13,05213F-HRTimelineGroup
AE Wealth Management LLC90,721$3.92M0.03%+8,90613F-HRTimeline
MML INVESTORS SERVICES, LLC89,574$3.87M0.01%-58513F-HRTimeline
Mesirow Financial Investment Management…86,804$3.75M0.07%+4,76413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC83,800$3.62M0.01%+34,70013F-HRTimeline
Ashton Thomas Private Wealth, LLC83,570$3.61M0.14%new13F-HRTimeline
Independent Wealth Network Inc.83,003$3.59M1.46%+2,99813F-HRTimeline
NorthCrest Asset Manangement, LLC80,444$3.48M0.1%-19913F-HR/ATimeline
First PREMIER Bank79,483$3.44M0.87%+2,52113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC78,850$3.41M0.39%-49813F-HRTimelineGroup
Global Strategic Investment Solutions, …77,304$3.34M0.39%+57213F-HRTimeline
Texas Yale Capital Corp.76,207$3.3M0.13%+33,13113F-HRTimeline
EP Wealth Advisors, LLC76,155$3.29M0.03%+40,28913F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding76,041$3.29M+11,406Timeline
Innovative Wealth Building LLC75,976$3.29M2.97%13F-HRTimeline
Farrow Financial, Inc.75,375$3.24M2.11%-85913F-HRTimeline
SteelPeak Wealth, LLC74,744$3.23M0.13%new13F-HRTimeline
Elite Financial, Inc.74,081$3.2M1.74%13F-HRTimeline
Gunma Bank,Ltd.72,000$3.11M1.03%-3,00013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP68,116$2.95M0.07%+72013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC67,782$2.93M0.02%+31,63713F-HRTimelineGroup
Gateway Wealth Partners, LLC66,576$2.88M0.75%-41313F-HRTimeline
&PARTNERS65,394$2.84M0.03%+1,49513F-HRTimeline
Geneos Wealth Management Inc.65,244$2.82M0.1%+6,24613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…65,138$2.82M0.01%-1,82313F-HRTimelineGroup
Financial Engines Advisors L.L.C.64,650$2.8M0.01%+1,26313F-HRTimeline
WEDBUSH SECURITIES INC63,983$2.77M0.1%-2,93813F-HRTimeline
WHITE PINE CAPITAL LLC63,678$2.75M0.93%-1,23713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC62,000$2.68M0.01%+7,18813F-HRTimelineGroup
Creative Planningin group Creative Planning61,874$2.68M<0.01%+5,17113F-HRTimelineGroup
HighTower Advisors, LLC61,453$2.66M<0.01%-25913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS60,421$2.61M0.01%-2,81213F-HRTimeline
Castleview Partners, LLC59,672$2.57M1.39%-58813F-HR/ATimeline
Wealthspire Advisors, LLC57,674$2.49M0.02%+62913F-HRTimeline
Trajan Wealth LLC57,632$2.49M0.14%-1,42813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.55,728$2.41M0.02%-99113F-HRTimelineGroup
Sanctuary Advisors, LLC53,770$2.38M0.02%-5,78413F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.53,840$2.33M0.03%+60213F-HR/ATimelineGroup
Allworth Financial LP53,391$2.33M0.01%-5,62213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC51,635$2.23M0.01%+8,99813F-HRTimelineGroup
D.A. DAVIDSON & CO.49,876$2.16M0.02%+15,15713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.49,314$2.13M<0.01%-18313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…48,160$2.08M<0.01%+31,43713F-HR/ATimeline
IFG Advisory, LLC46,985$2.03M0.12%+52113F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC44,726$1.93M0.52%+5,11413F-HRTimeline
Regal Investment Advisors LLC44,139$1.91M0.14%+3,48413F-HRTimeline
McAdam, LLC43,826$1.9M0.1%+2,68713F-HRTimeline
Wealth Advisory Solutions, LLC43,222$1.87M0.52%+1,41613F-HRTimeline
Aptus Capital Advisors, LLC42,530$1.84M0.02%-56813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC42,171$1.82M0.14%new13F-HRTimeline
Western Wealth Management, LLC41,721$1.8M0.12%-42,43113F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding41,008$1.77M-19,512Timeline
FMR LLCin group FMR LLC40,996$1.77M<0.01%+25,47513F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…40,731$1.76M0.04%+9,63313F-HRTimelineGroup
PROATHLETE WEALTH MANAGEMENT LLC40,384$1.75M0.66%013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.40,315$1.74M0.35%-1,84513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC40,305$1.74M0.14%-57713F-HRTimeline
Thrive Capital Management, LLC38,458$1.66M0.76%+14,28313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV38,312$1.66M<0.01%+1,39013F-HRTimeline
Quadcap Wealth Management, LLC37,858$1.64M0.24%-1,23813F-HRTimeline
Kagan Cocozza Asset Management37,003$1.6M1.33%13F-HRTimeline
Farther Finance Advisors, LLC36,842$1.59M0.06%-2,95213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…36,430$1.58M0.02%+68413F-HRTimelineGroup
Balentine LLC36,411$1.57M0.06%-12,48613F-HRTimeline
Private Wealth Group, LLC35,908$1.55M0.76%013F-HRTimeline
Freedom Investment Management, Inc.35,847$1.55M0.13%-4,75613F-HRTimeline
COMERICA BANK35,195$1.52M0.01%+14,02713F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/34,798$1.5M<0.01%-68013F-HRTimelineGroup
FLOW TRADERS U.S. LLC34,544$1.49M0.06%+3,93813F-HRTimeline
Towercrest Capital Management33,592$1.45M0.23%-2,34313F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd32,727$1.41M0.03%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…31,712$1.37M0.01%-26913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…31,460$1.36M0.08%+31,11013F-HRTimelineGroup
CAPSTONE WEALTH MANAGEMENT GROUP, LLC31,198$1.35M0.72%+72813F-HRTimeline
SAX WEALTH ADVISORS, LLC31,113$1.35M0.11%-2,60113F-HRTimeline
Rollins Financial Advisors, LLC30,598$1.32M0.21%+25,07413F-HRTimeline
Kingsview Wealth Management, LLC30,425$1.32M0.03%+10,75313F-HRTimeline
Bison Wealth, LLC30,395$1.31M0.29%+14113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.30,315$1.31M0.02%-84013F-HRTimelineGroup
CAPITAL ADVISORY GROUP ADVISORY SERVICE…29,673$1.28M0.46%-1,30013F-HRTimeline
1900 WEALTH MANAGEMENT LLC29,453$1.27M0.11%-2,61813F-HRTimeline
Alliance Wealth Management Group29,312$1.27M0.34%-2,22813F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC29,150$1.26M0.47%+39713F-HRTimeline
Arete Wealth Advisors, LLC28,639$1.24M0.09%+15,70813F-HRTimeline
HBW ADVISORY SERVICES LLC28,473$1.23M0.13%+61513F-HRTimeline
Stanich Group LLC28,247$1.22M0.91%13F-HRTimeline
Insight Advisors, LLC/ PA27,962$1.2M0.21%-60713F-HRTimeline
Strategic Financial Concepts, LLC27,194$1.18M0.23%+21,48413F-HR/ATimeline
Sonoma Private Wealth LLC27,085$1.17M1.89%-4,25213F-HRTimeline
Austin Wealth Management, LLC26,240$1.15M0.24%+2413F-HRTimeline
COUNTRY CLUB BANK25,896$1.11M0.07%new13F-HRTimeline
Atria Wealth Solutions, Inc.25,715$1.11M0.01%-5,25813F-HRTimeline
Meridian Wealth Management, LLC25,562$1.11M0.05%+413F-HRTimeline
RDA Financial Network25,538$1.1M0.32%-25,80213F-HRTimeline
Valeo Financial Advisors, LLC25,081$1.08M0.03%+2,65513F-HRTimeline
HARBOUR INVESTMENTS, INC.24,916$1.08M0.03%-76713F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich22,473$1.07M<0.01%+1,55313F-HRTimeline
ZEGA Investments, LLC24,353$1.07M0.32%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.24,757$1.07M0.01%-9713F-HRTimeline
MBL Wealth, LLC24,500$1.06M0.11%013F-HRTimeline
MAI Capital Management24,263$1.05M0.01%+2513F-HRTimeline
CASCADE INVESTMENT GROUP, INC.23,491$1.02M0.73%+15713F-HRTimeline
Astoria Portfolio Advisors LLC.23,607$1.02M0.36%+10,86013F-HRTimeline
Signature Wealth Management Group23,228$1M0.4%new13F-HRTimeline
LexAurum Advisors, LLC23,115$999K0.2%+5,11013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…23,039$996K0.03%+2,42113F-HRTimelineGroup
Balefire, LLC22,671$977K0.33%+15,55313F-HRTimeline
Raab & Moskowitz Asset Management LLC22,452$971K0.24%+5,52113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED22,093$950K0.09%+3,73113F-HRTimeline
Foundations Investment Advisors, LLC21,709$939K0.02%+2,10313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC21,671$937K<0.01%-69,43513F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding21,593$934K-622Timeline
MGB Wealth Management, LLC21,020$909K0.28%+34113F-HRTimeline
Code Waechter LLC20,283$877K0.77%013F-HRTimeline
Cambridge Advisors Inc.20,031$866K0.19%013F-HRTimeline
TruNorth Capital Management, LLC19,997$865K0.24%013F-HRTimeline
Independent Advisor Alliance19,562$846K0.01%new13F-HRTimeline
Beacon Bank & Trust19,235$832K0.19%+21913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,007$822K<0.01%new13F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC18,909$818K0.1%-3,11413F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.18,597$804K0.05%new13F-HRTimelineGroup
Selective Wealth Management, Inc.18,415$792K0.32%-58913F-HRTimeline
Financial Enhancement Group LLC18,538$790K0.12%+7,12913F-HRTimeline
OneDigital Investment Advisors LLC18,080$782K0.01%-3,56513F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …17,997$778K0.07%new13F-HRTimelineGroup
HANCOCK WHITNEY CORP17,677$764K0.02%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,672$764K0.02%-18,50913F-HRTimelineGroup
Kovack Advisors, Inc.17,640$763K0.07%+8,25413F-HRTimeline
ENTREWEALTH, LLC16,662$757K0.7%13F-HRTimeline
Tiller Private Wealth, Inc.16,400$709K0.3%-88013F-HRTimeline
WRAPMANAGER INC16,249$703K0.18%new13F-HRTimeline
PURSUE WEALTH PARTNERS LLC16,097$696K0.4%013F-HRTimeline
Walkner Condon Financial Advisors LLC16,068$695K0.14%013F-HRTimeline
Lindbrook Capital, LLC15,915$688K0.06%+1,91313F-HRTimeline
Financial Insights, Inc.15,840$685K0.25%+95013F-HRTimeline
Integrated Advisors Network LLC15,633$676K0.03%+50613F-HRTimeline
WINNACLE WEALTH LLC15,650$675K0.67%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC15,476$669K0.01%+1,29413F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC15,445$668K0.02%-8,13913F-HRTimeline
Bogart Wealth, LLC15,370$665K0.03%+1,68113F-HRTimeline
DAVENPORT & Co LLC15,299$662K<0.01%+1,95713F-HRTimeline
L.M. KOHN & COMPANY15,275$660K0.17%+25413F-HRTimeline