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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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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Morgan Stanley | 5.3M | $605M | -5% | Sep 2023 |
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LPL Financial | 3.2M | $369M | -2% | Sep 2023 |
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Ameriprise Financial | 3.0M | $350M | -13% | Sep 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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Raymond James & Associates | 2.3M | $292M | 2% | Dec 2023 |
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Jpmorgan Chase & Co | 2.3M | $290M | 606% | Dec 2023 |
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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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Envestnet Asset Management | 1.8M | $206M | -5% | Sep 2023 |
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Richard Bernstein Advisors | 1.5M | $173M | -4% | Sep 2023 |
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First Republic Investment Management | 1.5M | $170M | 19% | Sep 2023 |
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Bank of New York Mellon | 1.3M | $161M | -3% | Dec 2023 |
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Commonwealth Equity Services | 1.2M | $154M | -4% | Dec 2023 |
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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 | 1.0M | $128M | -9% | Dec 2023 |
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1st Source Bank | 867k | $108M | -1% | Dec 2023 |
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Pathstone Family Office | 802k | $92M | 4324% | Sep 2023 |
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Pathstone Holdings | 759k | $95M | 100% | Dec 2023 |
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YCMNET Advisors | 701k | $81M | 3% | Sep 2023 |
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Capital Investment Advisors | 583k | $73M | -1% | Dec 2023 |
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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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Financial Network Investment Corporation | 522k | $60M | 34% | Sep 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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Mml Investors Services | 433k | $50M | -9% | Sep 2023 |
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Goldman Sachs Group | 427k | $53M | 1% | Dec 2023 |
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Elk River Wealth Management | 407k | $51M | 3% | Dec 2023 |
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Cambridge Investment Research Advisors | 393k | $49M | -1% | Dec 2023 |
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Mizuho Corporate Bank | 380k | $47M | 0% | Sep 2023 |
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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 | 272k | $34M | 0% | Dec 2023 |
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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 | 216k | $27M | 4% | Dec 2023 |
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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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Colony Group | 194k | $22M | -5% | Sep 2023 |
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Cetera Investment Advisers | 193k | $22M | -9% | Sep 2023 |
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Rockefeller Capital Management | 191k | $24M | 13% | Dec 2023 |
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Wealth Enhancement Advisory Services | 190k | $24M | -3% | Dec 2023 |
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Umb Bank N A | 184k | $23M | -12% | 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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ProVise Management Group | 166k | $21M | -5% | Dec 2023 |
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Capital Advisors | 166k | $21M | -4% | Dec 2023 |
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Susquehanna International | 166k | $19M | -11% | Sep 2023 |
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Hyperion Partners | 163k | $20M | 1% | Dec 2023 |
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Jackson, Grant Investment Advisers | 160k | $20M | -1% | Dec 2023 |
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Brian McDonald | 152k | $18M | 100% | Sep 2023 |
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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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Roble, Belko & Company | 139k | $17M | 3% | Dec 2023 |
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IHT Wealth Management | 135k | $16M | 0% | Sep 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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Equitable Holdings | 124k | $14M | 14% | Sep 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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Baltimore-Washington Financial Advisors | 119k | $15M | -19% | Dec 2023 |
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CRA Financial Services | 118k | $15M | -2% | Dec 2023 |
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Associated Banc- | 117k | $15M | 11% | Dec 2023 |
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Hubbell Strickland Wealth Management | 113k | $14M | -1% | Dec 2023 |
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 111k | $14M | -1% | Dec 2023 |
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H D Vest Advisory Services | 109k | $14M | -1% | Dec 2023 |
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Cadent Capital Advisors | 107k | $13M | 1% | Dec 2023 |
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Parcion Private Wealth | 106k | $13M | 8% | Dec 2023 |
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KCM Investment Advisors | 106k | $12M | 8% | Sep 2023 |
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Thrivent Financial for Lutherans | 106k | $12M | -26% | Sep 2023 |
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Northern Trust | 105k | $12M | -2% | Sep 2023 |
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Goss Wealth Management | 104k | $12M | -5% | Sep 2023 |
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HB Wealth Management | 100k | $12M | -14% | Dec 2023 |
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Sar Wealth Management Group | 98k | $12M | 100% | Dec 2023 |
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Goodman & Company, Investment Counsel | 97k | $11M | 2% | Sep 2023 |
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NBT Bank | 97k | $12M | 0% | Dec 2023 |
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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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CIBC World Markets | 94k | $11M | 0% | Sep 2023 |
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Northwestern Mutual Wealth Management Company | 93k | $11M | 6% | Sep 2023 |
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Wesbanco Trust And Investments | 93k | $12M | -1% | Dec 2023 |
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Wellspring Financial Advisors | 91k | $11M | -2% | Sep 2023 |
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BKD Wealth Advisors | 91k | $11M | -2% | Dec 2023 |
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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 | 84k | $11M | -2% | Dec 2023 |
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William Blair $ Company | 83k | $10M | -10% | Dec 2023 |
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Ironwood Wealth Management | 82k | $10M | 8% | 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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Tiedemann Wealth Management | 81k | $9.3M | 0% | Sep 2023 |
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HPM Partners | 81k | $10M | -48% | Dec 2023 |
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Brown Advisory Holdings Incorporated | 80k | $10M | 25% | Dec 2023 |
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Adamsbrown Wealth Consultants | 80k | $9.9M | 5% | Dec 2023 |
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Denver Wealth Management | 80k | $9.9M | 3% | Dec 2023 |
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FMR | 79k | $9.1M | 0% | Sep 2023 |
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Altus Wealth Group | 75k | $9.4M | -2% | Dec 2023 |
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State Street Corporation | 75k | $8.6M | 4% | Sep 2023 |
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Dynamic Advisors Solutions | 73k | $9.1M | -18% | Dec 2023 |
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Apexium Financial | 72k | $9.0M | -6% | Dec 2023 |
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Neumann Capital Management | 72k | $8.9M | 0% | Dec 2023 |
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RWM Asset Management | 71k | $8.8M | -1% | Dec 2023 |
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First National Corp | 71k | $8.9M | -12% | Dec 2023 |
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Simmons Bank | 69k | $8.6M | -2% | Dec 2023 |
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Synovus Financial Corp. | 69k | $7.9M | 1% | Sep 2023 |
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Mission Wealth Management | 68k | $8.5M | 0% | Dec 2023 |
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Raymond James Trust | 67k | $8.4M | -2% | Dec 2023 |
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CX Institutional | 67k | $8.4M | -3% | Dec 2023 |
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Peapack Gladstone Financial Corp | 66k | $7.6M | -2% | Sep 2023 |
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Financial Advocates Investment Management | 66k | $8.2M | -12% | Dec 2023 |
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Stephens | 65k | $7.4M | -5% | Sep 2023 |
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MONECO Advisors | 65k | $8.1M | -4% | Dec 2023 |
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Greenleaf Trust | 64k | $8.0M | -14% | Dec 2023 |
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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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Atlantic Trust | 62k | $7.1M | -4% | Sep 2023 |
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Albion Financial Group | 62k | $7.7M | 11% | Dec 2023 |
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Precedent Wealth Partners | 61k | $7.6M | 100% | 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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Colony | 60k | $7.5M | 100% | Dec 2023 |
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American Money Management | 60k | $6.8M | 5% | Sep 2023 |
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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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CWM | 58k | $7.2M | -5% | Dec 2023 |
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Alliancebernstein | 56k | $7.0M | -3% | Dec 2023 |
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Prosperity Consulting Group | 56k | $6.4M | -5% | Sep 2023 |
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J.w. Cole Advisors | 55k | $6.9M | 85% | Dec 2023 |
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Stratos Wealth Partners | 55k | $6.9M | -13% | Dec 2023 |
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Private Wealth Group | 55k | $6.9M | -26% | Dec 2023 |
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Lincoln National | 54k | $6.8M | -39% | Dec 2023 |
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Jones Financial Companies, L.L | 53k | $6.1M | -5% | Sep 2023 |
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Cornerstone Advisory | 49k | $5.7M | -12% | Sep 2023 |
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Mycio Wealth Partners | 48k | $6.0M | -33% | 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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Garden State Investment Advisory Services | 30k | $3.5M | -53% | Sep 2023 |
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Legacy Financial Group | 24k | $2.9M | -94% | Dec 2023 |
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RFG Advisory | 6.1k | $767k | -91% | Dec 2023 |
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LJI Wealth Management | 3.5k | $407k | -97% | Sep 2023 |
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Who sold out of SPDR S&P Dividend?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Veritable | Jun 2023 | 780k | $96M |
Millennium Management | Sep 2023 | 97k | $11M |
Nan Shan Life Insurance | Jun 2023 | 85k | $11M |