# SPDR SERIES TRUST (SDY) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 78464A763
Page URL: https://superinvestorclub.com/stock/SDY
Last updated: 2026-08-29T13:47:02.473Z

## Summary

As of the most recent 13F filing period, SPDR SERIES TRUST (SDY) is held by 3 tracked superinvestors with an aggregate position value of $7.9M representing 04510737852830 shares.

## Top institutional holders (3)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Dan Sundheim (Mine & Arao)](https://superinvestorclub.com/manager/3261) | Mine & Arao Wealth Creation & Management | 45107 | $6.9M | 2.49% | 2026-06-30 |
| 2 | [David Katz](https://superinvestorclub.com/manager/79) | Matrix Asset Advisors | 3785 | $575,980 | 0.05% | 2026-06-30 |
| 3 | [Wally Obermeyer](https://superinvestorclub.com/manager/3283) | Obermeyer Wealth Partners | 2830 | $430,669 | 0.02% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2023-09-30: 1 holders, $442,213 aggregate, 03845 shares
- 2023-12-31: 1 holders, $480,510 aggregate, 03845 shares
- 2024-03-31: 1 holders, $504,618 aggregate, 03845 shares
- 2024-06-30: 1 holders, $489,000 aggregate, 03847 shares
- 2024-09-30: 2 holders, $759,835 aggregate, 038491500 shares
- 2024-12-31: 2 holders, $5.3M aggregate, 0362773852 shares
- 2025-03-31: 3 holders, $5.8M aggregate, 03663138172550 shares
- 2025-06-30: 3 holders, $5.9M aggregate, 03685140622550 shares
- 2025-09-30: 3 holders, $6.2M aggregate, 03794640642550 shares
- 2025-12-31: 3 holders, $6.7M aggregate, 04125937802830 shares
- 2026-03-31: 3 holders, $7.2M aggregate, 04252037822830 shares
- 2026-06-30: 3 holders, $7.9M aggregate, 04510737852830 shares

## Recent congressional trades (1)

- 2025-04-16: Chuck Fleischmann (Republican-TN) purchase $1,001 - $15,000

## Recent insider transactions (0)


## Citation

When citing, use: "SPDR SERIES TRUST (SDY) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/SDY), aggregating SEC 13F, Form 4, and congressional disclosures."