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 |
|---|---|---|---|---|---|
| Morgan Stanley | 4.8M | $648M | 100% | Jun 2025 |
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| Raymond James Financial | 3.1M | $437M | -1% | Sep 2025 |
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| LPL Financial | 3.0M | $425M | 1% | Sep 2025 |
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| Joel Isaacson & Co | 2.7M | $374M | 1% | Sep 2025 |
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| Royal Bank of Canada | 2.1M | $302M | -2% | Sep 2025 |
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| Wells Fargo & Company | 2.0M | $285M | -3% | Sep 2025 |
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| UBS Group | 1.7M | $243M | 11% | Sep 2025 |
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| Ameriprise Financial | 1.6M | $217M | -3% | Sep 2025 |
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| Jpmorgan Chase & Co | 1.4M | $195M | -4% | Sep 2025 |
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| Envestnet Asset Management | 1.1M | $152M | -10% | Sep 2025 |
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| Richard Bernstein Advisors | 1.0M | $144M | -3% | Sep 2025 |
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| Commonwealth Equity Services | 967k | $135M | -7% | Sep 2025 |
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| Bank of New York Mellon | 952k | $133M | -4% | Sep 2025 |
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| Cetera Investment Advisers | 793k | $111M | 13% | Sep 2025 |
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| MAI Wealth Advisors | 772k | $108M | 1% | Sep 2025 |
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| Pathstone Holdings | 769k | $108M | 1% | Sep 2025 |
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| Branch Banking & Trust Company | 748k | $105M | -8% | Sep 2025 |
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| YCMNET Advisors | 698k | $98M | 0% | Sep 2025 |
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| 1st Source Bank | 608k | $85M | -17% | Sep 2025 |
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| Janney Montgomery Scott | 604k | $85M | -6% | Sep 2025 |
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| Pnc Financial Services | 584k | $82M | 2% | Sep 2025 |
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| Capital Investment Advisors | 510k | $72M | -1% | Sep 2025 |
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| HighTower Advisors | 488k | $68M | 1% | Sep 2025 |
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| Advisor Group Holdings | 480k | $67M | -9% | Sep 2025 |
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| Creative Planning | 465k | $65M | -5% | Sep 2025 |
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| Stifel Financial | 450k | $63M | 1% | Sep 2025 |
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| Jones Financial Companies, L.L | 427k | $60M | 12% | Sep 2025 |
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| Elk River Wealth Management | 418k | $59M | 1% | Sep 2025 |
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| Mml Investors Services | 406k | $57M | -3% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 378k | $53M | 1% | Sep 2025 |
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| J.Safra Asset Management | 342k | $48M | -5% | Sep 2025 |
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| Goldman Sachs Group | 334k | $47M | -3% | Sep 2025 |
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| Legacy Financial Group | 287k | $39M | -22% | Jun 2025 |
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| Marino, Stram & Associates | 282k | $39M | 1% | Sep 2025 |
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| Linscomb & Williams | 278k | $39M | -2% | Sep 2025 |
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| Hartland & Co | 277k | $39M | -1% | Sep 2025 |
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| Moneta Group Investment Advisors | 273k | $38M | -2% | Sep 2025 |
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| Nan Shan Life Insurance | 248k | $35M | 0% | Sep 2025 |
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| Wolff Financial Management | 247k | $35M | 4% | Sep 2025 |
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| Rockefeller Capital Management | 246k | $34M | 6% | Sep 2025 |
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| Cambridge Investment Research Advisors | 239k | $33M | 6% | Sep 2025 |
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| Coldstream Capital Management | 224k | $31M | 127% | Sep 2025 |
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| Mariner Wealth Advisors | 221k | $31M | 2% | Sep 2025 |
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| Steward Partners Investment Advisory | 216k | $30M | 8% | Sep 2025 |
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| Kestra Advisory Services | 212k | $30M | 26% | Sep 2025 |
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| Bank Of Montreal | 206k | $28M | 100% | Jun 2025 |
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| Flaharty Asset Management | 206k | $28M | 5% | Jun 2025 |
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| Lanham O'Dell & Company | 199k | $28M | 85% | Sep 2025 |
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| Baird Financial | 197k | $28M | -3% | Sep 2025 |
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| CLS Investments | 196k | $28M | -4% | Sep 2025 |
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| Klingman & Associates | 194k | $27M | -1% | Sep 2025 |
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| NWF Advisory Services | 186k | $26M | 2% | Sep 2025 |
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| Benjamin Edwards | 183k | $26M | -2% | Sep 2025 |
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| Graves-Light Private Wealth Management | 182k | $26M | -4% | Sep 2025 |
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| Jackson, Grant Investment Advisers | 176k | $25M | 3% | Sep 2025 |
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| Huntington National Bank | 167k | $23M | 0% | Sep 2025 |
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| Scotia Capital | 158k | $22M | -1% | Sep 2025 |
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| Capital Advisors | 147k | $21M | 0% | Sep 2025 |
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| Captrust Financial Advisors | 137k | $19M | -3% | Sep 2025 |
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| Equitable Holdings | 126k | $18M | 8% | Sep 2025 |
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| TigerOak Management | 126k | $18M | 0% | Sep 2025 |
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| United Capital Financial Advisers | 121k | $17M | -23% | Sep 2025 |
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| FMR | 119k | $17M | 5% | Sep 2025 |
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| Brian McDonald | 117k | $16M | -1% | Sep 2025 |
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| Umb Bank N A | 114k | $16M | -2% | Sep 2025 |
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| Midwest Trust | 111k | $16M | -2% | Sep 2025 |
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| Private Advisor | 108k | $15M | -1% | Sep 2025 |
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| Associated Banc- | 107k | $15M | 0% | Sep 2025 |
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| Mercer Global Advisors | 106k | $15M | 17% | Sep 2025 |
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| Hubbell Strickland Wealth Management | 105k | $15M | -2% | Sep 2025 |
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| Mesirow Financial Investment Management International Equity | 103k | $15M | 1% | Sep 2025 |
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| CWM | 102k | $14M | 31% | Sep 2025 |
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| Prosperity Consulting Group | 102k | $14M | -4% | Sep 2025 |
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| Bank Of Oklahoma National Association / | 102k | $14M | -8% | Sep 2025 |
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| CRA Financial Services | 101k | $14M | -1% | Sep 2025 |
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| H D Vest Advisory Services | 101k | $14M | -1% | Jun 2025 |
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| Wiley Bros.-aintree Capital | 99k | $14M | -1% | Sep 2025 |
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| Regent Peak Wealth Advisors | 98k | $14M | 1% | Sep 2025 |
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| Susquehanna International | 98k | $14M | -10% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 95k | $13M | -2% | Sep 2025 |
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| Sar Wealth Management Group | 94k | $13M | 1% | Sep 2025 |
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| KCM Investment Advisors | 94k | $13M | 0% | Sep 2025 |
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| Us Bancorp | 94k | $13M | -1% | Sep 2025 |
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| Td Private Client Wealth | 93k | $13M | -5% | Sep 2025 |
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| Northern Trust | 93k | $13M | -11% | Sep 2025 |
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| CIBC World Markets | 93k | $13M | -2% | Sep 2025 |
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| Colony | 92k | $13M | -21% | Sep 2025 |
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| M^T Bank Corporation | 91k | $13M | 50% | Sep 2025 |
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| HB Wealth Management | 89k | $12M | 3% | Sep 2025 |
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| Wesbanco Trust And Investments | 86k | $12M | -3% | Sep 2025 |
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| Savant Capital Management | 85k | $12M | 1% | Sep 2025 |
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| National Bank Of Canada /fi/ | 84k | $12M | 4% | Sep 2025 |
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| Goss Wealth Management | 83k | $12M | 28% | Sep 2025 |
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| NBT Bank | 82k | $12M | 0% | Sep 2025 |
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| MSH Capital Advisors | 81k | $11M | 2% | Sep 2025 |
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| Precedent Wealth Partners | 79k | $11M | 3% | Sep 2025 |
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| CI Private Wealth | 78k | $11M | -4% | Sep 2025 |
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| IHT Wealth Management | 78k | $11M | -3% | Sep 2025 |
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| Sage Rhino Capital | 78k | $11M | -1% | Sep 2025 |
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| BKD Wealth Advisors | 77k | $11M | -4% | Sep 2025 |
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| Kitching Partners | 76k | $11M | 3% | Sep 2025 |
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| Evelyn Partners Investment Management | 76k | $11M | -4% | Sep 2025 |
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| William Blair $ Company | 74k | $10M | 2% | Sep 2025 |
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| CX Institutional | 74k | $10M | 6% | Sep 2025 |
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| Pensionmark Financial Group | 74k | $10M | -9% | Sep 2025 |
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| HPM Partners | 72k | $10M | -5% | Sep 2025 |
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| Greenleaf Trust | 72k | $10M | -1% | Sep 2025 |
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| O'Dell Group | 69k | $9.7M | -2% | Sep 2025 |
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| RWM Asset Management | 69k | $9.7M | -1% | Sep 2025 |
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| Confluence Investment Management | 68k | $9.5M | -10% | Sep 2025 |
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| NFP Retirement | 67k | $9.0M | 0% | Sep 2025 |
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| CliftonLarsonAllen Wealth Advisors | 66k | $9.3M | 0% | Sep 2025 |
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| Gunma Bank | 65k | $9.1M | 0% | Sep 2025 |
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| Brown Advisory Holdings Incorporated | 64k | $9.0M | 0% | Sep 2025 |
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| First National Corp | 63k | $8.8M | 0% | Sep 2025 |
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| Strategic Family Wealth Counselors | 63k | $8.8M | 2% | Sep 2025 |
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| Alliancebernstein | 62k | $8.7M | 4% | Sep 2025 |
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| J.w. Cole Advisors | 62k | $8.7M | -2% | Sep 2025 |
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| Oppenheimer & Co | 62k | $8.6M | 8% | Sep 2025 |
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| Fifth Third Wealth Advisors | 62k | $8.6M | 3% | Sep 2025 |
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| Simmons Bank | 61k | $8.5M | -1% | Sep 2025 |
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| MONECO Advisors | 60k | $8.4M | -2% | Sep 2025 |
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| Apexium Financial | 60k | $8.4M | -2% | Sep 2025 |
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| Wellspring Financial Advisors | 60k | $8.4M | -1% | Sep 2025 |
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| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 60k | $8.3M | -2% | Sep 2025 |
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| Corsicana & Co. | 59k | $8.2M | 100% | Sep 2025 |
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| Cornerstone Wealth Management | 59k | $8.2M | 2% | Sep 2025 |
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| Miracle Mile Advisors | 59k | $8.2M | -1% | Sep 2025 |
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| Beacon Pointe Advisors | 57k | $8.0M | 69% | Sep 2025 |
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| Sontag Advisory | 56k | $7.9M | 5% | Sep 2025 |
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| Atlantic Trust | 54k | $7.6M | 1% | Sep 2025 |
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| Franklin Resources | 54k | $7.5M | -3% | Sep 2025 |
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| Stratos Wealth Partners | 54k | $7.5M | 9% | Sep 2025 |
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| Peapack Gladstone Financial Corp | 53k | $7.5M | -9% | Sep 2025 |
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| Taylor, Cottrill, Erickson & Associates | 53k | $7.4M | -1% | Sep 2025 |
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| Mission Wealth Management | 52k | $7.2M | -10% | Sep 2025 |
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| Aries Wealth Management | 51k | $7.2M | 0% | Sep 2025 |
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| Bnp Paribas Arbitrage, Snc | 51k | $7.1M | -50% | Sep 2025 |
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| Aspen Grove Capital | 50k | $7.0M | -2% | Sep 2025 |
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| Cresset Asset Management | 50k | $7.0M | -1% | Sep 2025 |
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| Ieq Capital | 50k | $7.0M | -6% | Sep 2025 |
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| Merit Financial Group | 49k | $6.9M | -6% | Sep 2025 |
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| Private Wealth Group | 49k | $6.8M | -6% | Sep 2025 |
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| Americana Partners | 47k | $6.6M | 0% | Sep 2025 |
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| Meridian Wealth Advisors | 47k | $6.6M | 55% | Sep 2025 |
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| Climber Capital SA | 47k | $6.1M | 0% | Jun 2025 |
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| Cornerstone Advisory | 46k | $6.5M | 0% | Sep 2025 |
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| Smithfield Trust Company | 45k | $6.3M | 0% | Sep 2025 |
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| Synovus Financial Corp. | 44k | $6.2M | 1% | Sep 2025 |
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| Shulman DeMeo Asset Management | 44k | $6.1M | 0% | Sep 2025 |
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| American Money Management | 44k | $6.1M | -1% | Sep 2025 |
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| Whittier Trust Co. of Nevada | 44k | $6.1M | -1% | Sep 2025 |
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| Atria Wealth Solutions | 38k | $5.3M | -48% | Jun 2025 |
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| Baltimore-Washington Financial Advisors | 30k | $4.1M | -82% | Sep 2025 |
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| Assetmark | 3.5k | $496k | -99% | Sep 2025 |
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Who sold out of SPDR S&P Dividend?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Peterson Wealth Management | Mar 2025 | 61k | $8.2M |