Who owns SPDR S&P Dividend?

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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 9.5M $1.2B -1% Jun 2023
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Morgan Stanley 5.5M $679M -5% Jun 2023
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Ameriprise Financial 3.5M $430M -1% Jun 2023
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LPL Financial 3.3M $401M -4% Jun 2023
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Royal Bank of Canada 2.6M $323M -2% Jun 2023
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Joel Isaacson & Co 2.3M $286M 2% Jun 2023
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Raymond James & Associates 2.3M $285M -9% Jun 2023
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Wells Fargo & Company 2.2M $268M -6% Jun 2023
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UBS Group 2.1M $255M -3% Jun 2023
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Envestnet Asset Management 1.9M $230M -7% Jun 2023
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Richard Bernstein Advisors 1.6M $192M 1% Jun 2023
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Bank of New York Mellon 1.4M $173M -2% Jun 2023
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Commonwealth Equity Services 1.3M $165M -3% Jun 2023
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Raymond James Financial Services Advisors 1.3M $163M 3% Jun 2023
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First Republic Investment Management 1.2M $153M -11% Jun 2023
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Branch Banking & Trust Company 1.2M $147M 1% Jun 2023
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Houlihan Financial Resource Group 1.2M $145M 2734% Jun 2023
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Janney Montgomery Scott 1.1M $133M 1% Jun 2023
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1st Source Bank 904k $111M -3% Jun 2023
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Advisor Group Holdings 877k $108M -1% Jun 2023
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Veritable 780k $96M 5% Jun 2023
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YCMNET Advisors 682k $84M 0% Jun 2023
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MAI Wealth Advisors 636k $78M 0% Jun 2023
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HighTower Advisors 592k $73M -9% Jun 2023
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Vanguard Group 515k $63M 0% Jun 2023
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Mml Investors Services 474k $58M -25% Jun 2023
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Pnc Financial Services 462k $57M 1% Jun 2023
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Creative Planning 459k $56M 0% Jun 2023
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Cambridge Investment Research Advisors 435k $53M -3% Jun 2023
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Goldman Sachs Group 434k $53M -16% Jun 2023
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Mariner Wealth Advisors 395k $48M -2% Jun 2023
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Legacy Financial Group 393k $48M -18% Jun 2023
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Financial Network Investment Corporation 389k $48M 4% Jun 2023
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Elk River Wealth Management 383k $47M 1% Jun 2023
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Mizuho Corporate Bank 380k $47M 0% Jun 2023
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Linscomb & Williams 369k $45M -10% Jun 2023
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Orion Portfolio Solutions 356k $44M -5% Jun 2023
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Moneta Group Investment Advisors 347k $43M 0% Jun 2023
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United Capital Financial Advisers 344k $42M -4% Jun 2023
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J.Safra Asset Management 344k $42M 2% Jun 2023
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Jpmorgan Chase & Co 337k $41M -3% Jun 2023
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Bard Financial Services 285k $35M -1% Jun 2023
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Hartland & Co 285k $35M 0% Jun 2023
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O'Dell Group 285k $35M 2% Jun 2023
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Marino, Stram & Associates 268k $33M 2% Jun 2023
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Baird Financial 239k $29M 13% Jun 2023
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Graves-Light Private Wealth Management 237k $29M 1% Jun 2023
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Bank Of Montreal 237k $29M -8% Jun 2023
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Klingman & Associates 219k $27M 0% Jun 2023
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Umb Bank N A 216k $26M 1% Jun 2023
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Cetera Investment Advisers 213k $26M -2% Jun 2023
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Scotia Capital 211k $26M -1% Jun 2023
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Colony Group 205k $25M 2% Jun 2023
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Wolff Financial Management 202k $25M 2% Jun 2023
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Stifel Financial 198k $24M -11% Jun 2023
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Kestra Advisory Services 188k $23M -2% Jun 2023
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Susquehanna International 186k $23M 37% Jun 2023
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ProVise Management Group 183k $22M -2% Jun 2023
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Huntington National Bank 172k $21M -7% Jun 2023
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Capital Advisors 171k $21M 0% Jun 2023
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Hollencrest Securities 166k $20M 1% Jun 2023
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Private Advisor 163k $20M -3% Jun 2023
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Jackson, Grant Investment Advisers 160k $20M 1% Jun 2023
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Hyperion Partners 159k $20M 3% Jun 2023
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Flaharty Asset Management 158k $19M 6% Jun 2023
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Rockefeller Capital Management 156k $19M 17% Jun 2023
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Captrust Financial Advisors 147k $18M -1% Jun 2023
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Baltimore-Washington Financial Advisors 147k $18M 43% Jun 2023
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Thrivent Financial for Lutherans 142k $17M 10% Jun 2023
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Roble, Belko & Company 137k $17M -7% Jun 2023
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Bank Of Oklahoma National Association / 137k $17M -3% Jun 2023
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Steward Partners Investment Advisory 135k $17M 3% Jun 2023
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IHT Wealth Management 134k $17M 2% Jun 2023
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Atria Wealth Solutions 133k $16M 2% Jun 2023
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HPM Partners 132k $16M 6% Jun 2023
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Sontag Advisory 132k $16M -11% Jun 2023
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Regent Peak Wealth Advisors 130k $16M -4% Jun 2023
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Financial Counselors 125k $15M -2% Jun 2023
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HB Wealth Management 123k $15M -5% Jun 2023
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CRA Financial Services 121k $15M -1% Jun 2023
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Smart Money Group 119k $15M -19% Jun 2023
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Mercer Global Advisors 116k $14M -12% Jun 2023
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Savant Capital Management 115k $14M 26% Jun 2023
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Hubbell Strickland Wealth Management 113k $14M 0% Jun 2023
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners 112k $14M -1% Jun 2023
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Equitable Holdings 109k $13M 4% Jun 2023
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Goss Wealth Management 109k $13M -5% Jun 2023
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Associated Banc- 108k $13M -1% Jun 2023
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Madison Asset Management 108k $13M -8% Jun 2023
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Northern Trust 107k $13M 2% Jun 2023
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CI Private Wealth 104k $9.8M 51% Jun 2023
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Kistler-Tiffany Advsiors 102k $13M 0% Jun 2023
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Wesbanco Trust And Investments 101k $12M 0% Jun 2023
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KCM Investment Advisors 98k $12M -3% Jun 2023
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NBT Bank 97k $12M -1% Jun 2023
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BKD Wealth Advisors 97k $12M 0% Jun 2023
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Goodman & Company, Investment Counsel 96k $12M -5% Jun 2023
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Us Bancorp 95k $12M -2% Jun 2023
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Parcion Private Wealth 95k $12M 31% Jun 2023
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CIBC World Markets 94k $12M 0% Jun 2023
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EisnerAmper Wealth Management Corporate Benefits 93k $11M -7% Jun 2023
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Wellspring Financial Advisors 93k $11M -1% Jun 2023
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Dynamic Advisors Solutions 93k $11M -3% Jun 2023
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William Blair $ Company 90k $11M -1% Jun 2023
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H D Vest Advisory Services 89k $11M -1% Jun 2023
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Lincoln National 88k $11M 0% Jun 2023
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Northwestern Mutual Wealth Management Company 88k $11M 3% Jun 2023
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Salomon & Ludwin 87k $11M -2% Jun 2023
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Nan Shan Life Insurance 85k $11M 0% Jun 2023
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Sage Rhino Capital 84k $10M 2% Jun 2023
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First National Corp 84k $10M 4% Jun 2023
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CWM 83k $10M -40% Jun 2023
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Tiedemann Wealth Management 81k $9.9M 0% Jun 2023
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Apexium Financial 81k $9.9M -1% Jun 2023
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Summit Investment Advisors 81k $9.9M 3% Jun 2023
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Cadent Capital Advisors 80k $9.8M 0% Jun 2023
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FMR 79k $9.7M 0% Jun 2023
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Lansing Street Advisors 79k $9.7M -12% Jun 2023
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Financial Advocates Investment Management 78k $9.4M 8% Jun 2023
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Peterson Wealth Management 78k $9.5M 17% Jun 2023
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CX Institutional 77k $9.5M -6% Jun 2023
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Altus Wealth Group 77k $9.4M 2% Jun 2023
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Americana Partners 76k $9.3M -18% Jun 2023
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Denver Wealth Management 74k $9.1M -4% Jun 2023
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Mycio Wealth Partners 74k $9.0M 1% Jun 2023
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Greenleaf Trust 73k $9.0M 3% Jun 2023
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Ironwood Wealth Management 73k $8.9M 8% Jun 2023
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Simmons Bank 73k $9.0M -5% Jun 2023
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Neumann Capital Management 73k $9.0M 4% Jun 2023
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State Street Corporation 72k $8.8M -1% Jun 2023
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RWM Asset Management 72k $9.0M 1% Jun 2023
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Adamsbrown Wealth Consultants 71k $8.7M 17% Jun 2023
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MONECO Advisors 69k $8.4M -5% Jun 2023
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Raymond James Trust 68k $8.4M -7% Jun 2023
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Mission Wealth Management 68k $8.4M 0% Jun 2023
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Synovus Financial Corp. 68k $8.4M -10% Jun 2023
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Peapack Gladstone Financial Corp 68k $8.3M -7% Jun 2023
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Stephens 68k $8.3M 2% Jun 2023
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Brown Advisory Holdings Incorporated 67k $8.2M 1% Jun 2023
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Stratos Wealth Partners 67k $8.2M 40% Jun 2023
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M^T Bank Corporation 66k $8.0M -4% Jun 2023
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Garden State Investment Advisory Services 65k $8.0M 2% Jun 2023
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Atlantic Trust 65k $7.9M 1% Jun 2023
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Deutsche Bank Aktiengesellschaft 64k $7.8M 0% Jun 2023
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Whittier Trust 63k $7.7M -40% Jun 2023
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Smithfield Trust Company 63k $7.7M 0% Jun 2023
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CliftonLarsonAllen Wealth Advisors 62k $7.6M 0% Jun 2023
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Franklin Resources 62k $7.6M -32% Jun 2023
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Clear Perspectives Financial Planning 59k $7.3M -2% Mar 2023
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Taylor, Cottrill, Erickson & Associates 59k $7.2M -8% Jun 2023
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Jones Financial Companies, L.L 56k $6.9M -12% Jun 2023
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Brookstone Capital Management 56k $6.8M -7% Jun 2023
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Retirement Investment Advisors 54k $6.6M -20% Jun 2023
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Lido Advisors 51k $6.2M -46% Jun 2023
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Citadel Advisors 49k $6.0M -36% Jun 2023
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Capstone Wealth Management Group 41k $5.0M -45% Jun 2023
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Proequities 40k $4.9B -47% Jun 2023
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Capital Analysts 24k $2.9M -84% Jun 2023
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Roger Wittlin Investment Advisory 22k $2.6M -67% Jun 2023
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One Capital Management 3.6k $439k -98% Jun 2023
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Money Concepts Capital Corp 1.8k $220k -100% Jun 2023
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Who sold out of SPDR S&P Dividend?

Fund or Company Name Date Sold Shares Held Valued At
Capital Investment Advisors Mar 2023 607k $75M
3EDGE Asset Management Mar 2023 227k $28M
PRW Wealth Management Mar 2023 123k $15M