SLYV · Insider trading · 13F holders · Congress trades
Spdr Series Trust (SLYV)
Who is buying and selling SLYV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 145
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SLYV at a glance
- No open-market insider purchases or sales of SLYV were filed in the last 90 days.
- 145 13F filers hold SLYV among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are Dean, Jacobson Financial Services, LLC (16.2%), Cannon Financial Strategists, Inc. (11.4%) and Wrenne Financial Planning LLC (7.8%). In their latest 13Fs, 2 managers opened a new position and 12 added to one.
- No member of Congress has disclosed a trade in SLYV.
SLYV insider trading
No open-market insider purchases or sales of SLYV were filed in the last 90 days.
Who owns SLYV? Hedge funds and superinvestors
145 13F filers hold SLYV among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are Dean, Jacobson Financial Services, LLC (16.2%), Cannon Financial Strategists, Inc. (11.4%) and Wrenne Financial Planning LLC (7.8%). In their latest 13Fs, 2 managers opened a new position and 12 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C.Wealth manager | 0.2% | $113.4M | 1,038,990 | -4.1% shares | Q2 2026 |
| Cannon Financial Strategists, Inc.Wealth manager | 11.4% | $100.8M | 986,992 | -1.4% shares | Q3 2026 |
| NorthRock Partners, LLCWealth manager | 1.3% | $91.0M | 834,093 | +4.5% shares | Q2 2026 |
| Pacific Life Fund Advisors LLCMutual fund manager | 6.8% | $61.7M | 565,677 | New | Q2 2026 |
| WCG Wealth Advisors LLCWealth manager | 1.0% | $40.1M | 367,902 | -3.3% shares | Q2 2026 |
| Goelzer Investment Management, Inc.Asset manager | 1.4% | $32.5M | 317,704 | -15.2% shares | Q3 2026 |
| Rodgers & Associates, LTDWealth manager | 3.1% | $32.3M | 316,635 | -1.9% shares | Q3 2026 |
| Fragasso Financial Advisors IncWealth manager | 1.6% | $31.5M | 305,992 | +0.2% shares | Q3 2026 |
| Dean, Jacobson Financial Services, LLCWealth manager | 16.2% | $29.4M | 287,493 | -0.3% shares | Q3 2026 |
| Klingman & Associates, LLCWealth manager | 1.2% | $28.5M | 278,792 | -0.4% shares | Q3 2026 |
| Brandywine Oak Private Wealth LLCWealth manager | 2.1% | $28.3M | 277,278 | -0.3% shares | Q3 2026 |
| Evensky & Katz LLCWealth manager | 1.3% | $25.2M | 246,399 | -3.1% shares | Q3 2026 |
| Morningstar Investment Management LLCAsset manager | 1.5% | $24.2M | 255,802 | +0.0% shares | Q2 2026 |
| One Day In July LLCWealth manager | 1.7% | $23.8M | 217,834 | +8.2% shares | Q2 2026 |
| Wrenne Financial Planning LLCWealth manager | 7.8% | $23.1M | 211,985 | +4.4% shares | Q2 2026 |
| Canandaigua National Bank & Trust CoBank & trust | 1.9% | $22.2M | 217,243 | -0.9% shares | Q3 2026 |
| First National Trust CoBank & trust | 0.7% | $21.6M | 211,320 | +0.3% shares | Q3 2026 |
| Financial Strategies Group, Inc.Wealth manager | 3.3% | $20.6M | 188,300 | +1.9% shares | Q2 2026 |
| Canandaigua National CorpBank & trust | 1.8% | $20.4M | 215,562 | — | Q1 2026 |
| FAS Wealth Partners, Inc.Wealth manager | 1.0% | $20.1M | 184,101 | +4.0% shares | Q2 2026 |
| Convergence Financial, LLCWealth manager | 2.8% | $19.8M | 193,757 | -49.2% shares | Q3 2026 |
| Key Financial IncWealth manager | 3.2% | $19.7M | 180,724 | -1.3% shares | Q2 2026 |
| Avantax Planning Partners, Inc.Wealth manager | 0.5% | $19.3M | 176,693 | -3.8% shares | Q2 2026 |
| GHP Investment Advisors, Inc.Wealth manager | 0.7% | $19.0M | 186,468 | +0.9% shares | Q3 2026 |
| American Financial Advisors, LLCWealth manager | 2.1% | $17.6M | 161,395 | -35.4% shares | Q2 2026 |
| Sage Financial Group IncWealth manager | 0.8% | $15.2M | 148,648 | -2.7% shares | Q3 2026 |
| Optimist Retirement Group LLCWealth manager | 5.8% | $14.9M | 136,908 | -0.1% shares | Q2 2026 |
| Lutz Financial Services LLCWealth manager | 0.9% | $14.9M | 136,271 | -1.6% shares | Q2 2026 |
| CarsonAllaria Wealth Management, Ltd.Wealth manager | 6.1% | $14.1M | 129,564 | +4.1% shares | Q2 2026 |
| Stevens Capital PartnersWealth manager | 2.3% | $13.4M | 131,057 | +2.3% shares | Q3 2026 |
The 30 largest of 145 positions, by value. Each manager counts with its latest 13F (Q3 2026: 79, Q2 2026: 65, Q1 2026: 1). Screen SLYV in the grand portfolio →
SLYV stock trades by members of Congress
No member of Congress has disclosed a trade in SLYV.
SLYV questions and answers
Are insiders buying SLYV stock?
No open-market insider purchases or sales of SLYV were filed in the last 90 days.
Which hedge funds own SLYV?
145 13F filers hold SLYV among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are Dean, Jacobson Financial Services, LLC (16.2%), Cannon Financial Strategists, Inc. (11.4%) and Wrenne Financial Planning LLC (7.8%). In their latest 13Fs, 2 managers opened a new position and 12 added to one.
Has Congress traded SLYV?
No member of Congress has disclosed a trade in SLYV.
Who is the largest holder of SLYV?
Among 13F filers, Financial Engines Advisors L.L.C. reports the largest SLYV position, $113.4M (1,038,990 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Dean, Jacobson Financial Services, LLC's: 16.2% of its portfolio.
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