Skip to content
Disclosery

SPYD SPDR SERIES TRUST

Follow

SHS (fund)

Filings received so far for Q3 2026: 27 13F filers report a position in SPYD shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Keystone Financial Planning, Inc.219,348$9.95M2.46%+21,91813F-HRTimeline
Venture Visionary Partners LLC119,018$5.4M0.14%+113F-HRTimeline
Heartwood Wealth Advisors LLC98,897$4.49M0.35%+20,12113F-HRTimeline
MFG WEALTH MANAGEMENT, INC.46,715$2.12M1.54%-2,20313F-HRTimeline
Roan Capital Partners42,908$1.95M1.43%+93213F-HRTimeline
Farther Finance Advisors, LLC42,532$1.93M0.01%-4,52713F-HRTimeline
Castleview Partners, LLC34,826$1.58M0.69%+16413F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC26,686$1.21M0.31%+86513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC25,794$1.17M0.07%+54713F-HRTimeline
Valeo Financial Advisors, LLC20,709$940K0.02%-2,28213F-HRTimeline
Apella Capital, LLC17,939$811K0.01%-18313F-HRTimeline
First Heartland Consultants, Inc.12,093$549K0.04%+1813F-HRTimeline
Harpswell Capital Advisors, LLC12,000$544K0.36%-4,00013F-HRTimeline
Balefire, LLC8,181$371K0.06%-5,38613F-HRTimeline
Castle Rock Wealth Management, LLC5,023$229K0.04%+8513F-HRTimeline
Kaizen Financial Strategies4,467$203K0.08%+3613F-HRTimeline
CX Institutional3,012$137K<0.01%-22,99213F-HRTimeline
Go Invest LLC2,601$118K0.02%-8013F-HRTimeline
Miller Global Investments, LLC2,022$91.7K0.07%-613F-HRTimeline
Bullock Wealth Management Group1,011$46K0.02%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP675$30.6K<0.01%013F-HRTimelineGroup
Hickory Point Bank & Trust475$21.6K0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC402$18.2K0.01%013F-HRTimeline
GAMMA Investing LLC200$9.07K<0.01%013F-HRTimeline
CoreCap Advisors, LLC174$7.93K<0.01%-113F-HRTimeline
Planning Strategies Inc.34$1.54K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1$53<0.01%013F-HRTimelineGroup