Who owns SPDR S&P Dividend?
- Ticker: SDY
- CUSIP Number: 78464A763
Tip: Access positions for across all investors
Analyze quarterly positions in SPDR S&P Dividend with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of SPDR S&P Dividend stock
Who bought or sold SPDR S&P Dividend this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 8.6M | $1.1B | -5% | Dec 2023 |
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| Royal Bank of Canada | 2.6M | $325M | -2% | Dec 2023 |
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| Joel Isaacson & Co | 2.4M | $297M | 0% | Dec 2023 |
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| Jpmorgan Chase & Co | 2.3M | $290M | 606% | Dec 2023 |
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| Raymond James & Associates | 2.3M | $302M | -1% | Mar 2024 |
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| UBS Group | 2.0M | $249M | 3% | Dec 2023 |
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| Wells Fargo & Company | 1.9M | $238M | -8% | Dec 2023 |
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| Commonwealth Equity Services | 1.2M | $154M | -4% | Dec 2023 |
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| Bank of New York Mellon | 1.2M | $153M | -9% | Mar 2024 |
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| Janney Montgomery Scott | 1.1M | $139M | 0% | Dec 2023 |
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| Branch Banking & Trust Company | 1.1M | $132M | -5% | Dec 2023 |
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| Raymond James Financial Services Advisors | 983k | $129M | -4% | Mar 2024 |
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| 1st Source Bank | 867k | $108M | -1% | Dec 2023 |
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| Pathstone Holdings | 759k | $95M | 100% | Dec 2023 |
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| Capital Investment Advisors | 564k | $74M | -3% | Mar 2024 |
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| Advisor Group Holdings | 555k | $69M | -40% | Dec 2023 |
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| HighTower Advisors | 531k | $66M | -8% | Dec 2023 |
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| MAI Wealth Advisors | 520k | $65M | -8% | Dec 2023 |
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| Vanguard Group | 515k | $65M | 0% | Dec 2023 |
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| Creative Planning | 503k | $63M | -4% | Dec 2023 |
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| Pnc Financial Services | 455k | $57M | -3% | Dec 2023 |
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| Goldman Sachs Group | 427k | $53M | 1% | Dec 2023 |
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| Legacy Financial Group | 394k | $52M | 1575% | Mar 2024 |
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| Cambridge Investment Research Advisors | 373k | $49M | -5% | Mar 2024 |
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| Elk River Wealth Management | 363k | $48M | -11% | Mar 2024 |
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| Linscomb & Williams | 321k | $40M | -5% | Dec 2023 |
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| Moneta Group Investment Advisors | 317k | $40M | -3% | Dec 2023 |
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| J.Safra Asset Management | 317k | $40M | -5% | Dec 2023 |
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| Orion Portfolio Solutions | 303k | $38M | -14% | Dec 2023 |
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| United Capital Financial Advisers | 302k | $38M | -3% | Dec 2023 |
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| O'Dell Group | 281k | $35M | -3% | Dec 2023 |
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| Marino, Stram & Associates | 267k | $35M | -2% | Mar 2024 |
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| Hartland & Co | 249k | $31M | -13% | Dec 2023 |
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| Bank Of Montreal | 243k | $31M | 4% | Dec 2023 |
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| Graves-Light Private Wealth Management | 239k | $30M | 1% | Dec 2023 |
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| Baird Financial | 231k | $29M | 0% | Dec 2023 |
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| Mariner Wealth Advisors | 223k | $28M | -9% | Dec 2023 |
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| Wolff Financial Management | 220k | $29M | 2% | Mar 2024 |
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| Klingman & Associates | 211k | $26M | 0% | Dec 2023 |
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| Captrust Financial Advisors | 207k | $26M | 33% | Dec 2023 |
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| Stifel Financial | 206k | $26M | 4% | Dec 2023 |
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| Scotia Capital | 206k | $26M | -1% | Dec 2023 |
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| Rockefeller Capital Management | 191k | $24M | 13% | Dec 2023 |
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| Mercer Global Advisors | 179k | $22M | 1% | Dec 2023 |
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| Flaharty Asset Management | 175k | $22M | 2% | Dec 2023 |
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| Kestra Advisory Services | 175k | $22M | 0% | Dec 2023 |
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| Huntington National Bank | 170k | $21M | -1% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 169k | $22M | -11% | Mar 2024 |
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| Hyperion Partners | 169k | $22M | 3% | Mar 2024 |
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| ProVise Management Group | 166k | $21M | -5% | Dec 2023 |
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| Capital Advisors | 163k | $21M | -2% | Mar 2024 |
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| Jackson, Grant Investment Advisers | 160k | $20M | -1% | Dec 2023 |
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| Umb Bank N A | 158k | $21M | -14% | Mar 2024 |
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| Private Advisor | 148k | $19M | -17% | Dec 2023 |
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| Steward Partners Investment Advisory | 141k | $18M | 4% | Dec 2023 |
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| Atria Wealth Solutions | 132k | $17M | 0% | Dec 2023 |
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| Bank Of Oklahoma National Association / | 126k | $16M | -9% | Dec 2023 |
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| Financial Counselors | 123k | $15M | -2% | Dec 2023 |
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| Argent Capital Management | 121k | $15M | 100% | Dec 2023 |
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| CWM | 119k | $16M | 105% | Mar 2024 |
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| Baltimore-Washington Financial Advisors | 119k | $15M | -19% | Dec 2023 |
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| Associated Banc- | 117k | $15M | 11% | Dec 2023 |
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| CRA Financial Services | 117k | $15M | -1% | Mar 2024 |
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| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 111k | $14M | -1% | Dec 2023 |
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| Hubbell Strickland Wealth Management | 110k | $15M | -2% | Mar 2024 |
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| H D Vest Advisory Services | 109k | $14M | -1% | Dec 2023 |
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| HB Wealth Management | 100k | $12M | -14% | Dec 2023 |
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| Sar Wealth Management Group | 99k | $13M | 1% | Mar 2024 |
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| Mesirow Financial Investment Management International Equity | 97k | $13M | 100% | Mar 2024 |
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| NBT Bank | 96k | $13M | -1% | Mar 2024 |
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| Regent Peak Wealth Advisors | 96k | $12M | -29% | Dec 2023 |
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| Hollencrest Securities | 95k | $12M | -42% | Dec 2023 |
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| Us Bancorp | 94k | $12M | -2% | Dec 2023 |
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| Savant Capital Management | 94k | $12M | -1% | Dec 2023 |
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| Wesbanco Trust And Investments | 93k | $12M | 0% | Mar 2024 |
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| BKD Wealth Advisors | 90k | $12M | -1% | Mar 2024 |
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| CI Private Wealth | 88k | $11M | -25% | Dec 2023 |
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| Salomon & Ludwin | 87k | $10M | 0% | Dec 2023 |
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| EisnerAmper Wealth Management Corporate Benefits | 85k | $11M | -10% | Dec 2023 |
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| Sage Rhino Capital | 85k | $11M | 1% | Mar 2024 |
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| Ironwood Wealth Management | 83k | $11M | 1% | Mar 2024 |
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| William Blair $ Company | 83k | $10M | -10% | Dec 2023 |
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| Summit Investment Advisors | 81k | $10M | -1% | Dec 2023 |
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| AlTi Global | 81k | $10M | 100% | Dec 2023 |
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| HPM Partners | 81k | $10M | -48% | Dec 2023 |
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| Adamsbrown Wealth Consultants | 80k | $9.9M | 5% | Dec 2023 |
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| Altus Wealth Group | 75k | $9.4M | -2% | Dec 2023 |
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| Neumann Capital Management | 72k | $8.9M | 0% | Dec 2023 |
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| RWM Asset Management | 71k | $9.4M | 0% | Mar 2024 |
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| First National Corp | 71k | $8.9M | 0% | Mar 2024 |
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| Dynamic Advisors Solutions | 71k | $9.3M | -4% | Mar 2024 |
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| Apexium Financial | 70k | $9.2M | -3% | Mar 2024 |
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| Simmons Bank | 69k | $8.6M | -2% | Dec 2023 |
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| Mission Wealth Management | 68k | $8.5M | 0% | Dec 2023 |
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| CX Institutional | 66k | $8.7M | -2% | Mar 2024 |
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| Financial Advocates Investment Management | 66k | $8.2M | -12% | Dec 2023 |
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| MONECO Advisors | 65k | $8.6M | 1% | Mar 2024 |
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| Brown Advisory Holdings Incorporated | 65k | $8.5M | -19% | Mar 2024 |
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| Raymond James Trust | 64k | $8.4M | -5% | Mar 2024 |
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| Greenleaf Trust | 64k | $8.0M | -14% | Dec 2023 |
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| Albion Financial Group | 64k | $8.3M | 3% | Mar 2024 |
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| Peterson Wealth Management | 63k | $7.9M | -20% | Dec 2023 |
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| CliftonLarsonAllen Wealth Advisors | 62k | $7.8M | 0% | Dec 2023 |
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| Smithfield Trust Company | 61k | $7.7M | -3% | Dec 2023 |
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| Franklin Resources | 61k | $7.6M | -1% | Dec 2023 |
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| M^T Bank Corporation | 61k | $7.6M | -1% | Dec 2023 |
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| Parcion Private Wealth | 61k | $7.9M | -43% | Mar 2024 |
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| Colony | 60k | $7.5M | 100% | Dec 2023 |
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| Precedent Wealth Partners | 60k | $7.9M | -2% | Mar 2024 |
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| Sontag Advisory | 60k | $7.4M | -53% | Dec 2023 |
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| Taylor, Cottrill, Erickson & Associates | 59k | $7.4M | 0% | Dec 2023 |
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| Johnson & White Wealth Management | 58k | $7.3M | 3% | Dec 2023 |
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| Whittier Trust | 58k | $7.3M | -5% | Dec 2023 |
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| Miracle Mile Advisors | 57k | $7.5M | 2949% | Mar 2024 |
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| Alliancebernstein | 56k | $7.0M | -3% | Dec 2023 |
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| J.w. Cole Advisors | 55k | $6.9M | 85% | Dec 2023 |
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| Aries Wealth Management | 55k | $6.9M | 13% | Dec 2023 |
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| Gunma Bank | 55k | $7.2M | 100% | Mar 2024 |
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| Regions Bank | 55k | $7.2M | -1% | Mar 2024 |
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| Cornerstone Wealth Management | 54k | $7.1M | 4% | Mar 2024 |
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| Lincoln National | 54k | $6.8M | -39% | Dec 2023 |
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| Americana Partners | 54k | $6.8M | 13% | Dec 2023 |
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| Pecaut & Co. | 54k | $6.8M | 7% | Dec 2023 |
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| Stratos Wealth Partners | 54k | $7.1M | -3% | Mar 2024 |
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| Strategic Family Wealth Counselors | 54k | $6.7M | 6% | Dec 2023 |
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| Aspen Grove Capital | 52k | $6.4M | 1% | Dec 2023 |
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| Janney Capital Management | 50k | $6.2M | 2105% | Dec 2023 |
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| Private Wealth Group | 50k | $6.5M | -9% | Mar 2024 |
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| Northern Oak Capital Management | 49k | $6.2M | -2% | Dec 2023 |
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| Mycio Wealth Partners | 48k | $6.0M | -33% | Dec 2023 |
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| Citizens Financial Group | 48k | $5.9M | 1440% | Dec 2023 |
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| Alpha Cubed Investments | 47k | $6.2M | -2% | Mar 2024 |
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| Shulman DeMeo Asset Management | 47k | $6.2M | -2% | Mar 2024 |
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| National Bank Of Canada /fi/ | 47k | $5.9M | 0% | Dec 2023 |
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| TL Private Wealth | 47k | $6.1M | -1% | Mar 2024 |
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| Lido Advisors | 46k | $5.8M | 0% | Dec 2023 |
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| Flagship Harbor Advisors | 46k | $6.0M | -14% | Mar 2024 |
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| Connecticut Wealth Management | 46k | $5.7M | 0% | Dec 2023 |
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| AE Wealth Management | 46k | $5.6M | 6% | Dec 2023 |
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| Trilogy Capital | 44k | $5.8M | 5% | Mar 2024 |
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| Whittier Trust Co. of Nevada | 44k | $5.5M | -7% | Dec 2023 |
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| Deutsche Bank Aktiengesellschaft | 44k | $5.5M | -31% | Dec 2023 |
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| Ameritas Advisory Services | 44k | $5.4M | -22% | Dec 2023 |
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| Citadel Advisors | 43k | $5.4M | -67% | Dec 2023 |
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| Essex Financial Services | 43k | $5.7M | 1% | Mar 2024 |
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| Central Trust & Investment | 43k | $5.6M | 3% | Mar 2024 |
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| Proequities | 43k | $5.4B | 2% | Dec 2023 |
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| Houlihan Financial Resource Group | 43k | $5.3M | 1% | Dec 2023 |
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| Carmichael Hill & Associates | 42k | $5.5M | 0% | Mar 2024 |
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| Ieq Capital | 41k | $5.1M | 1% | Dec 2023 |
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| FTB Advisors | 40k | $5.3M | -1% | Mar 2024 |
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| JNB Advisors | 38k | $4.7M | -21% | Dec 2023 |
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| Planning Directions | 36k | $4.5M | -27% | Dec 2023 |
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| Beacon Pointe Advisors | 36k | $4.5M | -23% | Dec 2023 |
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| Denver Wealth Management | 33k | $4.4M | -58% | Mar 2024 |
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| Prime Capital Investment Advisors | 32k | $4.0M | -35% | Dec 2023 |
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| Cadent Capital Advisors | 26k | $3.5M | -75% | Mar 2024 |
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| Retirement Investment Advisors | 22k | $2.7M | -49% | Dec 2023 |
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| Roble, Belko & Company | 19k | $2.5M | -86% | Mar 2024 |
|
Who sold out of SPDR S&P Dividend?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Millennium Management | Sep 2023 | 97k | $11M |
| Financial Futures Ltd Liability | Sep 2023 | 43k | $4.9M |