SPDR SERIES TRUST - SDY

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$9.366B
QoQ value delta ($000)
+$904M (+10.68%)
Implied price effect (QoQ)
+2.0%
Shares
Total shares
65,580,946
QoQ shares delta
+5,143,172 (+8.51%)
Total shares held by funds (by quarter)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 12 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
BANK OF AMERICA CORP /DE/ 1,013,450 7,282,625 0.07%
MORGAN STANLEY 673,631 4,840,696 0.04%
RAYMOND JAMES FINANCIAL INC 430,093 3,090,639 0.13%
LPL Financial LLC 421,514 3,028,994 0.12%
Joel Isaacson & Co., LLC 388,037 2,788,428 12.81%
ROYAL BANK OF CANADA 298,345 2,143,898 0.05%
WELLS FARGO & COMPANY/MN 288,980 2,076,605 0.05%
UBS Group AG 238,466 1,713,612 0.04%
McCarthy & Cox 229,892 1,652 2.79%
AMERIPRISE FINANCIAL INC 213,455 1,535,318 0.05%
JPMORGAN CHASE & CO 198,260 1,424,694 0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 177,453 1,275,175 0.02%
ENVESTNET ASSET MANAGEMENT INC 150,226 1,079,523 0.04%
Richard Bernstein Advisors LLC 141,763 1,018,684 4.17%
Bank of New York Mellon Corp 132,841 954,596 0.02%
COMMONWEALTH EQUITY SERVICES, LLC 129,760 932,453 0.17%
Cetera Investment Advisers 111,311 799,885 0.12%
MAI Capital Management 110,179 791,750 0.63%
Pathstone Holdings, LLC 107,483 771,497 0.41%
TRUIST FINANCIAL CORP 102,659 737,711 0.14%
Destination Wealth Management 90,975 653,748 2.38%
Janney Montgomery Scott LLC 84,216 605,170 0.19%
Capital Investment Advisors, LLC 69,937 502,568 1.07%
1ST SOURCE BANK 67,556 485,458 3.54%
PNC FINANCIAL SERVICES GROUP, INC. 67,293 483,570 0.04%