SPDR SERIES TRUST - SDY

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$9.609B
QoQ value delta ($000)
+$229.5M (+2.45%)
Implied price effect (QoQ)
+4.62%
Shares
Total shares
64,314,186
QoQ shares delta
-1,362,692 (-2.07%)
Total shares held by funds (by quarter)

Market chart (SDY)

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Top holders (Q1 2026)

Top 25 only Full list
Partial Q1 2026 data: 1224 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
BANK OF AMERICA CORP /DE/ 1,068,194 7,319,410 0.08%
MORGAN STANLEY 707,786 4,849,841 0.04%
RAYMOND JAMES FINANCIAL INC 446,509 3,059,540 0.14%
LPL Financial LLC 437,546 2,998,124 0.12%
Joel Isaacson & Co., LLC 415,494 2,847,021 13.77%
WELLS FARGO & COMPANY/MN 321,045 2,199,849 0.06%
ROYAL BANK OF CANADA 295,044 2,021,684 0.05%
UBS Group AG 244,319 1,674,106 0.04%
McCarthy & Cox 229,892 1,652 2.79%
JPMORGAN CHASE & CO 202,214 1,399,408 0.01%
AMERIPRISE FINANCIAL INC 196,790 1,332,742 0.05%
Richard Bernstein Advisors LLC 166,296 1,139,462 4.82%
ENVESTNET ASSET MANAGEMENT INC 161,031 1,103,411 0.04%
MAI Capital Management 144,814 992,290 0.82%
Bank of New York Mellon Corp 135,771 930,325 0.02%
COMMONWEALTH EQUITY SERVICES, LLC 130,562 894,629 0.18%
Pathstone Holdings, LLC 114,232 782,740 0.45%
Cetera Investment Advisers 108,375 742,602 0.12%
TRUIST FINANCIAL CORP 103,569 709,668 0.14%
Destination Wealth Management 91,858 629,425 2.39%
Janney Montgomery Scott LLC 83,565 572,599 0.21%
OSAIC HOLDINGS, INC. 75,076 514,315 0.11%
Capital Investment Advisors, LLC 72,246 495,043 1.06%
JONES FINANCIAL COMPANIES LLLP 70,255 486,196 0.03%
HighTower Advisors, LLC 69,923 479,126 0.07%