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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
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co10,592,146$469M9.36%013F-HRTimelineGroup
LPL Financial LLC4,146,390$184M0.07%+335,92413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,114,448$138M0.01%-30,16713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,868,008$127M0.03%+29,86213F-HRTimelineGroup
SBI Securities Co., Ltd.1,527,178$67.6M2.25%+29,00313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,511,865$66.9M<0.01%+27,45913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,239,833$54.9M0.01%+458,56713F-HRTimelineGroup
First Command Advisory Services, Inc.835,116$37M0.35%+57,23213F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co701,100$31.4M0.83%-2,038,90013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding642,209$28.4M+9,499Timeline
UBS Group AGin group UBS Group AG624,408$27.6M0.01%-38,14213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp561,085$24.8M<0.01%-17,35713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC555,152$24.6M0.03%+32,21113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA526,565$23.3M0.01%-80,63813F-HR/ATimelineGroup
Curran Financial Partners, LLC472,862$20.9M5.14%+46,53313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC459,350$20.3M0.01%+22,44013F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.399,297$17.7M0.01%-51,47613F-HRTimeline
Barry Investment Advisors, LLC357,018$15.8M4.2%+10,96813F-HRTimeline
Vestmark Advisory Solutions, Inc.318,773$14.1M0.36%-60,59713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO313,019$13.9M<0.01%-12,19313F-HRTimelineGroup
Dakota Wealth Management309,340$13.7M0.32%+17,32013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth281,896$12.5M0.03%-77813F-HR/ATimelineGroup
Wealthfront Advisers LLC267,594$11.8M0.03%+28,16113F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …263,549$11.7M2.54%13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC258,930$11.5M<0.01%-31,11113F-HR/ATimelineGroup
Waterloo Capital, L.P.233,033$10.3M0.96%-68,19613F-HRTimeline
Cercano Management LLC217,913$9.64M0.28%013F-HRTimeline
SWS Partners215,348$9.53M3.13%-4,02513F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.202,573$8.97M0.02%+50,94113F-HRTimelineGroup
Keystone Financial Planning, Inc.196,552$8.7M2.59%+2,23013F-HRTimeline
COWA, LLC195,517$8.65M3.7%+4,91013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK195,322$8.64M1.26%-8,80113F-HR/ATimelineGroup
Elite Financial, Inc.191,884$8.49M4.49%+117,80313F-HRTimeline
Cetera Investment Advisers190,733$8.44M0.02%+17,04113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS189,951$8.41M0.01%-23,17413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP189,714$8.4M0.01%+5,74313F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.185,380$8.2M0.45%+12,63713F-HR/ATimelineGroup
WealthPlan Investment Management, LLC170,386$7.54M0.74%-140,65713F-HRTimeline
Private Advisor Group, LLC167,704$7.42M0.04%+72,63113F-HRTimeline
Geneos Wealth Management Inc.160,796$7.12M0.1%+95,55213F-HRTimeline
Integrated Wealth Concepts LLC151,297$6.7M0.08%-6,30813F-HRTimeline
Mariner, LLCin group Mariner, LLC148,419$6.57M0.01%+29,72913F-HRTimelineGroup
CWM, LLCin group CWM, LLC148,375$6.57M0.03%-5,31313F-HRTimelineGroup
Systematic Alpha Investments, LLC147,601$6.53M0.25%013F-HRTimeline
Genesee Capital Advisors, LLC145,461$6.44M3.22%-5,80213F-HRTimeline
Janney Montgomery Scott LLC139,868$6.19M0.02%+9,58013F-HRTimeline
U.S. Capital Wealth Advisors, LLC139,767$6.19M0.19%-3,32813F-HRTimeline
BIP Wealth, LLC136,904$6.06M0.39%-5,79913F-HRTimeline
Cambridge Investment Research Advisors,…136,532$6.04M0.02%+9,54913F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise136,265$6.03M0.27%13F-HRTimelineGroup
Crescent Grove Advisors, LLC134,279$5.94M0.62%+5,81113F-HRTimeline
Curi Capital, LLC127,750$5.65M0.14%013F-HRTimeline
Gunma Bank,Ltd.122,394$5.42M1.74%+50,39413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP121,719$5.39M0.01%+1,29413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…117,864$5.22M<0.01%-3,42813F-HRTimelineGroup
Heartwood Wealth Advisors LLC114,140$5.05M0.58%+1,16313F-HRTimeline
CALTON & ASSOCIATES, INC.112,503$4.98M1.14%+1,31913F-HR/ATimeline
Venture Visionary Partners LLC109,761$4.86M0.2%+1,48013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.107,161$4.74M0.08%+53,32113F-HRTimelineGroup
Mesirow Financial Investment Management…98,018$4.34M0.08%+11,21413F-HRTimeline
NewEdge Advisors, LLC97,910$4.33M0.03%+2,81213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP97,509$4.32M0.01%+6,26113F-HRTimelineGroup
CGN Advisors LLC95,936$4.25M0.42%+2,51813F-HRTimeline
Allworth Financial LP101,058$4.23M0.02%+47,66713F-HRTimeline
AE Wealth Management LLC91,446$4.05M0.03%+72513F-HRTimeline
Independent Wealth Network Inc.85,135$3.77M1.5%+2,13213F-HRTimeline
MML INVESTORS SERVICES, LLC84,261$3.73M0.01%-5,31313F-HRTimeline
Waverly Advisors, LLC82,541$3.65M0.04%+70,58513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.81,386$3.6M0.02%+56,62913F-HRTimeline
First PREMIER Bank80,692$3.57M0.91%+1,20913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC78,651$3.48M0.02%+10,86913F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC78,060$3.45M0.13%-5,51013F-HRTimeline
Global Strategic Investment Solutions, …77,741$3.44M0.4%+43713F-HRTimeline
Creative Planningin group Creative Planning76,369$3.38M<0.01%+14,49513F-HRTimelineGroup
Farrow Financial, Inc.76,064$3.37M2.26%+68913F-HRTimeline
HighTower Advisors, LLC74,703$3.31M<0.01%+13,25013F-HRTimeline
&PARTNERS72,902$3.19M0.03%+7,50813F-HRTimeline
Trajan Wealth LLC68,941$3.05M0.17%+11,30913F-HRTimeline
Innovative Wealth Building LLC68,743$3.04M2.8%-7,23313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP68,266$3.02M0.08%+15013F-HRTimeline
EP Wealth Advisors, LLC68,253$3.02M0.02%-7,90213F-HRTimeline
Gateway Wealth Partners, LLC66,806$2.96M0.66%+23013F-HRTimeline
D.A. DAVIDSON & CO.65,383$2.89M0.02%+15,50713F-HRTimeline
GREENBERG FINANCIAL GROUP61,994$2.82M1.18%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC63,568$2.81M0.01%+1,56813F-HRTimelineGroup
Castleview Partners, LLC63,408$2.81M1.9%+3,73613F-HRTimeline
WHITE PINE CAPITAL LLC63,386$2.81M0.97%-29213F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.63,167$2.8M0.01%-135,97213F-HRTimelineGroup
WEDBUSH SECURITIES INC62,554$2.77M0.1%-1,42913F-HRTimeline
Financial Engines Advisors L.L.C.62,500$2.77M0.01%-2,15013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…61,051$2.7M0.02%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…60,488$2.68M0.01%-4,65013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS59,004$2.61M0.01%-1,41713F-HRTimeline
Wealthspire Advisors, LLC58,223$2.58M0.02%+54913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP57,000$2.52M0.01%new13F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC51,710$2.29M0.01%+7513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC51,564$2.28M<0.01%+29,89313F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…51,600$2.26M0.01%-60,30013F-HRTimelineGroup
Sanctuary Advisors, LLC49,276$2.18M0.02%-4,49413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.49,015$2.17M0.02%-6,71313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…47,900$2.12M<0.01%-26013F-HRTimeline
IFG Advisory, LLC46,055$2.04M0.11%-93013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.45,908$2.03M<0.01%-3,40613F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC45,040$1.99M0.56%+31413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding44,716$1.98M-31,325Timeline
Regal Investment Advisors LLC44,602$1.97M0.16%+46313F-HRTimeline
Rollins Financial Advisors, LLC44,527$1.97M0.34%+13,92913F-HR/ATimeline
Texas Yale Capital Corp.43,512$1.93M0.08%-32,69513F-HRTimeline
FMR LLCin group FMR LLC43,308$1.92M<0.01%+2,31213F-HRTimelineGroup
Wealth Advisory Solutions, LLC43,135$1.91M0.51%-8713F-HRTimeline
McAdam, LLC42,870$1.9M0.12%-95613F-HRTimeline
Aptus Capital Advisors, LLC42,539$1.88M0.02%+913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…42,181$1.87M0.1%+10,72113F-HRTimelineGroup
PROATHLETE WEALTH MANAGEMENT LLC40,384$1.79M0.65%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC40,205$1.78M0.14%-10013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding39,595$1.75M-1,413Timeline
Western Wealth Management, LLC39,022$1.73M0.11%-2,69913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…38,725$1.71M0.04%-2,00613F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…38,454$1.7M0.02%+2,02413F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.36,865$1.63M0.32%-3,45013F-HRTimeline
Kagan Cocozza Asset Management36,675$1.62M1.33%-32813F-HRTimeline
Steward Partners Investment Advisory, L…35,244$1.56M0.01%+3,53213F-HRTimeline
Farther Finance Advisors, LLC35,342$1.56M0.04%-1,50013F-HRTimeline
COMERICA BANK34,774$1.54M0.01%-42113F-HRTimeline
Towercrest Capital Management34,614$1.53M0.29%+1,02213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC34,604$1.53M<0.01%+27,66813F-HR/ATimelineGroup
Freedom Investment Management, Inc.33,902$1.5M0.13%-1,94513F-HRTimeline
Quadcap Wealth Management, LLC33,888$1.5M0.22%-3,97013F-HRTimeline
SAX WEALTH ADVISORS, LLC33,723$1.49M0.11%+2,61013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV32,578$1.44M<0.01%-5,73413F-HRTimeline
Bison Wealth, LLC34,122$1.43M0.13%new13F-HRTimeline
Kingsview Wealth Management, LLC30,847$1.37M0.03%+42213F-HRTimeline
Alliance Wealth Management Group30,288$1.34M0.36%+97613F-HRTimeline
1900 WEALTH MANAGEMENT LLC29,379$1.3M0.11%-7413F-HRTimeline
Meridian Wealth Management, LLC29,350$1.3M0.06%+3,78813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…29,008$1.28M0.03%+5,96913F-HRTimelineGroup
Stanich Group LLC28,814$1.28M0.94%+56713F-HRTimeline
HBW ADVISORY SERVICES LLC28,590$1.27M0.18%+11713F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC28,368$1.26M0.49%-78213F-HRTimeline
Wilkins Miller Wealth Management, LLC28,304$1.25M0.94%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/27,406$1.21M<0.01%-7,39213F-HRTimelineGroup
Insight Advisors, LLC/ PA27,061$1.2M0.21%-90113F-HRTimeline
HARBOUR INVESTMENTS, INC.26,793$1.19M0.03%+1,87713F-HRTimeline
ZEGA Investments, LLC26,688$1.18M0.35%+2,33513F-HRTimeline
Atria Wealth Solutions, Inc.26,157$1.16M0.01%+44213F-HRTimeline
Strategic Financial Concepts, LLC26,112$1.16M0.22%-1,08213F-HRTimeline
Austin Wealth Management, LLC27,479$1.15M0.23%+1,23913F-HRTimeline
MBL Wealth, LLC25,746$1.14M0.12%+1,24613F-HRTimeline
RDA Financial Network25,388$1.12M0.34%-15013F-HRTimeline
Sonoma Private Wealth LLC25,318$1.12M1.55%-1,76713F-HRTimeline
Valeo Financial Advisors, LLC24,987$1.11M0.03%-9413F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich24,800$1.1M<0.01%+2,32713F-HR/ATimeline
CASCADE INVESTMENT GROUP, INC.24,611$1.09M0.84%+1,12013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…24,347$1.08M0.41%-5,32613F-HRTimeline
MAI Capital Management24,263$1.07M0.01%013F-HRTimeline
Astoria Portfolio Advisors LLC.25,822$1.07M0.36%+2,21513F-HRTimeline
Raab & Moskowitz Asset Management LLC24,152$1.07M0.27%+1,70013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC23,922$1.06M0.6%-7,27613F-HRTimeline
MGB Wealth Management, LLC23,356$1.03M0.37%+2,33613F-HRTimeline
LexAurum Advisors, LLC23,284$1.03M0.2%+16913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.23,009$1.02M0.02%-7,30613F-HRTimelineGroup
Arete Wealth Advisors, LLC22,279$986K0.08%-6,36013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP22,387$979K<0.01%+13,01913F-HR/ATimelineGroup
TOWNSQUARE CAPITAL LLC21,693$960K0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding21,635$946K+42Timeline
KINGSWOOD WEALTH ADVISORS, LLC21,346$942K0.09%-20,82513F-HR/ATimeline
CX Institutional20,763$919K0.03%+19,69113F-HRTimeline
Kovack Advisors, Inc.20,704$916K0.1%+3,06413F-HRTimeline
Main Street Financial Solutions, LLC20,450$905K0.08%+10,86513F-HRTimeline
Gladstone Institutional Advisory LLC20,360$901K0.04%+5,50913F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC20,360$901K0.29%new13F-HRTimeline
Code Waechter LLC20,283$898K0.74%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED20,347$890K0.08%-1,74613F-HR/ATimeline
Cambridge Advisors Inc.20,031$887K0.19%013F-HRTimeline
TruNorth Capital Management, LLC19,997$885K0.22%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC18,619$824K0.1%-29013F-HRTimeline
Prospera Financial Services Inc18,423$815K0.02%+5,95313F-HRTimeline
Meriwether Wealth & Planning, LLC18,344$812K0.53%+3,18713F-HRTimeline
Balefire, LLC18,209$806K0.28%-4,46213F-HRTimeline
OneDigital Investment Advisors LLC18,156$804K0.01%+7613F-HRTimeline
L.M. KOHN & COMPANY17,681$783K0.2%+2,40613F-HRTimeline
HANCOCK WHITNEY CORP17,677$782K0.03%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …17,713$782K0.05%-28413F-HRTimelineGroup
DAVENPORT & Co LLC17,465$773K<0.01%+2,16613F-HRTimeline
Selective Wealth Management, Inc.18,426$745K0.32%+1113F-HRTimeline
Beacon Bank & Trust16,786$743K0.18%-2,44913F-HRTimeline
ENTREWEALTH, LLC16,594$734K0.56%-6813F-HRTimeline
Collier Financial16,178$716K0.61%new13F-HRTimeline
PURSUE WEALTH PARTNERS LLC16,097$712K0.43%013F-HRTimeline
Financial Insights, Inc.16,090$712K0.28%+25013F-HRTimeline
Walkner Condon Financial Advisors LLC16,068$711K0.14%013F-HRTimeline
Bogart Wealth, LLC15,723$696K0.03%+35313F-HRTimeline
Integrated Advisors Network LLC15,554$688K0.03%-7913F-HRTimeline
Balentine LLC15,529$687K0.03%-20,88213F-HRTimeline
Lindbrook Capital, LLC15,440$683K0.06%-47513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,394$681K0.02%-2,27813F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management15,272$676K0.02%+1,26813F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.15,216$673K0.03%new13F-HRTimeline
Ignite Planners, LLC15,726$658K0.13%+2,88613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC14,640$648K0.01%+1013F-HR/ATimelineGroup