SPDR SERIES TRUST

$SDY
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13F holders
1,219
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders

Top 10 of 1,219 · Source: 13F-HR
01
State Farm Mutual Automobile Insurance Co.
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02
Taconic Capital Advisors LP
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03
Rock Springs Capital Management LP
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04
Sheaff Brock Investment Advisors, LLC
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05
Perkins Capital Management Inc.
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06
First Western Trust Bank
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07
Marquette Asset Management, LLC
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08
Kahn Brothers Group Inc.
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09
Ryan Investment Management, Inc.
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10
Crestline Management, LP
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 1,219 13F holders · Pro →

Smart Money · top-200 alpha cohort

26 holders · Q1 2026

$SDY is held by 26 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 5.07%, with an average of 0.31% of portfolio. Largest holder: Corsicana & Co. at 5.07%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Corsicana & Co.
5.07% ↑ +0.5pp
α +20.0pts
02
Linscomb Wealth, Inc.
1.67% NEW
α +32.6pts
03
Avant Financial Advisors LLC
0.21% NEW
α +10.5pts
04
TRUE Private Wealth Advisors
0.18% NEW
α +23.4pts
05
Retirement Investment Advisors, Inc.
0.17% held
α +16.2pts
06
ProVise Management Group, LLC
0.15% NEW
α +11.2pts
07
Svb Wealth LLC
0.10% held
α +29.6pts
08
Narus Financial Partners, LLC
0.08% held
α +11.1pts
09
Costello Asset Management, INC
0.05% held
α +14.3pts
10
Beverly Hills Private Wealth, LLC
0.03% held
α +10.4pts
11
LM Advisors LLC
0.03% held
α +15.5pts
12
Walkner Condon Financial Advisors LLC
0.03% held
α +23.7pts
13
Cypress Capital Group
0.03% held
α +12.6pts
14
Principal Securities, Inc.
0.03% held
α +21.3pts
15
GM Advisory Group, LLC
0.02% held
α +16.5pts
16
Condor Capital Management
0.02% held
α +23.6pts
17
Fulton Bank, N.a.
0.02% held
α +23.8pts
18
Fiduciary Alliance LLC
0.02% held
α +16.8pts
19
Greenwich Wealth Management LLC
0.02% held
α +12.7pts
20
Bradley Foster & Sargent INC
0.01% held
α +11.1pts
21
RFG Advisory, LLC
0.01% held
α +16.2pts
22
Pittenger & Anderson Inc.
0.01% held
α +21.3pts
23
Truepoint, Inc.
0.01% held
α +21.4pts
24
Venture Visionary Partners LLC
0.01% held
α +10.3pts
25
Citigroup Inc.
0.00% held
α +26.3pts
26
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $SDY in the recent window.

Congress trades · last 90 days

1 disclosures · STOCK Act
Chuck Fleischmann
House · Tennessee · Traded Apr 16
BOUGHT
$SDYSPDR S&P Dividend ETF
$1K–$15K
May 13STOCK

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $SDY lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $SDY — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 06:20 UTC.