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 |
|---|---|---|---|---|---|
| Raymond James Financial | 3.1M | $430M | -1% | Dec 2025 |
|
| LPL Financial | 3.0M | $422M | 0% | Dec 2025 |
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| Joel Isaacson & Co | 2.8M | $416M | 2% | Mar 2026 |
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| Wells Fargo & Company | 2.1M | $289M | 2% | Dec 2025 |
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| UBS Group | 1.7M | $239M | -1% | Dec 2025 |
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| Ameriprise Financial | 1.5M | $214M | -1% | Dec 2025 |
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| Susquehanna International | 1.3M | $178M | 1203% | Dec 2025 |
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| Richard Bernstein Advisors | 1.1M | $166M | 12% | Mar 2026 |
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| Envestnet Asset Management | 1.1M | $150M | -1% | Dec 2025 |
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| Bank of New York Mellon | 955k | $133M | 0% | Dec 2025 |
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| Commonwealth Equity Services | 895k | $131M | -4% | Mar 2026 |
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| Cetera Investment Advisers | 800k | $111M | 1% | Dec 2025 |
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| MAI Wealth Advisors | 792k | $110M | 3% | Dec 2025 |
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| Pathstone Holdings | 772k | $108M | 0% | Dec 2025 |
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| Branch Banking & Trust Company | 710k | $104M | -4% | Mar 2026 |
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| YCMNET Advisors | 654k | $91M | -6% | Dec 2025 |
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| Janney Montgomery Scott | 573k | $84M | -5% | Mar 2026 |
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| Capital Investment Advisors | 495k | $72M | -1% | Mar 2026 |
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| 1st Source Bank | 486k | $68M | -20% | Dec 2025 |
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| Pnc Financial Services | 484k | $67M | -17% | Dec 2025 |
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| HighTower Advisors | 482k | $67M | -1% | Dec 2025 |
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| Stifel Financial | 478k | $67M | 6% | Dec 2025 |
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| Advisor Group Holdings | 477k | $66M | -1% | Dec 2025 |
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| Jones Financial Companies, L.L | 457k | $64M | 7% | Dec 2025 |
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| Creative Planning | 442k | $62M | -5% | Dec 2025 |
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| Elk River Wealth Management | 423k | $62M | 0% | Mar 2026 |
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| Mml Investors Services | 407k | $57M | 0% | Dec 2025 |
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| J.Safra Asset Management | 354k | $49M | 3% | Dec 2025 |
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| Goldman Sachs Group | 332k | $46M | -1% | Dec 2025 |
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| Coldstream Capital Management | 325k | $45M | 45% | Dec 2025 |
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| Legacy Financial Group | 292k | $45M | 1% | Dec 2025 |
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| Moneta Group Investment Advisors | 284k | $40M | 4% | Dec 2025 |
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| Marino, Stram & Associates | 280k | $39M | -1% | Dec 2025 |
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| Linscomb & Williams | 278k | $39M | 0% | Dec 2025 |
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| Hartland & Co | 275k | $38M | -1% | Dec 2025 |
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| Wolff Financial Management | 260k | $38M | 2% | Mar 2026 |
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| Rockefeller Capital Management | 258k | $36M | 5% | Dec 2025 |
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| Nan Shan Life Insurance | 248k | $34M | 0% | Dec 2025 |
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| Baird Financial | 245k | $34M | 24% | Dec 2025 |
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| Cambridge Investment Research Advisors | 234k | $33M | -2% | Dec 2025 |
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| Steward Partners Investment Advisory | 220k | $31M | 2% | Dec 2025 |
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| Kestra Advisory Services | 220k | $31M | 4% | Dec 2025 |
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| Mariner Wealth Advisors | 219k | $31M | -1% | Dec 2025 |
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| Lanham O'Dell & Company | 217k | $30M | 9% | Dec 2025 |
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| Flaharty Asset Management | 199k | $28M | 100% | Dec 2025 |
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| Benjamin Edwards | 194k | $27M | 6% | Dec 2025 |
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| Klingman & Associates | 192k | $27M | -1% | Dec 2025 |
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| United Capital Financial Advisers | 184k | $26M | 52% | Dec 2025 |
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| NWF Advisory Services | 182k | $25M | -2% | Dec 2025 |
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| Graves-Light Private Wealth Management | 182k | $27M | 0% | Mar 2026 |
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| CLS Investments | 179k | $25M | -9% | Dec 2025 |
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| Jackson, Grant Investment Advisers | 176k | $25M | 0% | Dec 2025 |
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| Huntington National Bank | 169k | $24M | 1% | Dec 2025 |
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| Regent Peak Wealth Advisors | 152k | $22M | 59% | Mar 2026 |
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| Scotia Capital | 151k | $21M | -4% | Dec 2025 |
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| Bnp Paribas Arbitrage, Snc | 151k | $21M | 198% | Dec 2025 |
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| Capital Advisors | 146k | $21M | 0% | Mar 2026 |
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| Captrust Financial Advisors | 136k | $19M | -1% | Dec 2025 |
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| Equitable Holdings | 134k | $19M | 7% | Dec 2025 |
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| Colony | 132k | $18M | 44% | Dec 2025 |
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| TigerOak Management | 124k | $18M | 0% | Mar 2026 |
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| FMR | 118k | $16M | 0% | Dec 2025 |
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| Brian McDonald | 115k | $16M | -2% | Dec 2025 |
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| Midwest Trust | 114k | $16M | 3% | Dec 2025 |
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| Private Advisor | 114k | $17M | -1% | Mar 2026 |
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| Umb Bank N A | 111k | $16M | -3% | Dec 2025 |
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| Mercer Global Advisors | 111k | $15M | 5% | Dec 2025 |
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| Mesirow Financial Investment Management International Equity | 110k | $16M | 22% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 109k | $15M | 10% | Dec 2025 |
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| Associated Banc- | 109k | $15M | 2% | Dec 2025 |
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| Hubbell Strickland Wealth Management | 104k | $15M | -1% | Dec 2025 |
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| CIBC World Markets | 104k | $14M | 12% | Dec 2025 |
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| Bank Of Oklahoma National Association / | 102k | $14M | 1% | Dec 2025 |
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| CI Private Wealth | 97k | $14M | 24% | Dec 2025 |
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| Prosperity Consulting Group | 98k | $14M | -4% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 98k | $14M | 3% | Dec 2025 |
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| Sar Wealth Management Group | 96k | $14M | 0% | Mar 2026 |
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| Us Bancorp | 94k | $13M | 0% | Dec 2025 |
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| HPM Partners | 94k | $13M | 30% | Dec 2025 |
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| CRA Financial Services | 94k | $14M | -6% | Mar 2026 |
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| KCM Investment Advisors | 93k | $13M | -1% | Dec 2025 |
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| Sanctuary Advisors | 92k | $13M | 0% | Dec 2025 |
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| HB Wealth Management | 89k | $13M | 0% | Mar 2026 |
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| Americana Partners | 89k | $12M | 88% | Dec 2025 |
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| M^T Bank Corporation | 89k | $12M | -3% | Dec 2025 |
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| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 87k | $12M | 46% | Dec 2025 |
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| MSH Capital Advisors | 84k | $12M | 4% | Dec 2025 |
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| Wesbanco Trust And Investments | 83k | $12M | -2% | Mar 2026 |
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| National Bank Of Canada /fi/ | 83k | $12M | -1% | Dec 2025 |
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| NBT Bank | 82k | $12M | 0% | Dec 2025 |
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| Northern Trust | 81k | $11M | -13% | Dec 2025 |
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| Savant Capital Management | 81k | $11M | -5% | Dec 2025 |
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| Td Private Client Wealth | 80k | $12M | -3% | Mar 2026 |
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| Pensionmark Financial Group | 80k | $12M | -1% | Mar 2026 |
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| Sage Rhino Capital | 78k | $11M | 1% | Dec 2025 |
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| Goss Wealth Management | 78k | $11M | -7% | Dec 2025 |
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| BKD Wealth Advisors | 77k | $11M | 0% | Dec 2025 |
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| William Blair $ Company | 77k | $11M | 4% | Dec 2025 |
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| IHT Wealth Management | 77k | $11M | -1% | Dec 2025 |
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| Evelyn Partners Investment Management | 74k | $10M | -2% | Dec 2025 |
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| Greenleaf Trust | 73k | $11M | 0% | Mar 2026 |
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| CX Institutional | 72k | $11M | -1% | Mar 2026 |
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| RWM Asset Management | 69k | $10M | 0% | Dec 2025 |
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| CWM | 69k | $9.6M | -33% | Dec 2025 |
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| Confluence Investment Management | 69k | $10M | -1% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 68k | $9.4M | 6% | Dec 2025 |
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| CliftonLarsonAllen Wealth Advisors | 66k | $9.6M | -1% | Mar 2026 |
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| Alliancebernstein | 65k | $9.1M | 4% | Dec 2025 |
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| Oppenheimer & Co | 65k | $9.5M | 3% | Mar 2026 |
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| Precedent Wealth Partners | 64k | $9.3M | -11% | Mar 2026 |
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| NFP Retirement | 63k | $8.7M | -4% | Dec 2025 |
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| Strategic Family Wealth Counselors | 62k | $9.0M | -2% | Dec 2025 |
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| Kitching Partners | 61k | $8.5M | -20% | Dec 2025 |
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| Wellspring Financial Advisors | 59k | $8.2M | -1% | Dec 2025 |
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| Simmons Bank | 59k | $8.6M | 0% | Mar 2026 |
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| MONECO Advisors | 59k | $8.2M | -2% | Dec 2025 |
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| Corsicana & Co. | 58k | $8.1M | -1% | Dec 2025 |
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| Fifth Third Wealth Advisors | 58k | $8.4M | -5% | Mar 2026 |
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| Beacon Pointe Advisors | 56k | $7.8M | -2% | Dec 2025 |
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| Capital Performance Advisors | 55k | $7.7M | 1477% | Dec 2025 |
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| Sontag Advisory | 54k | $7.5M | -3% | Dec 2025 |
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| Cornerstone Wealth Management | 54k | $7.9M | -2% | Mar 2026 |
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| Atlantic Trust | 54k | $7.5M | -1% | Dec 2025 |
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| Stratos Wealth Partners | 54k | $7.4M | 0% | Dec 2025 |
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| Hanson McClain Advisors | 53k | $7.3M | 90% | Dec 2025 |
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| Peapack Gladstone Financial Corp | 52k | $7.3M | -2% | Dec 2025 |
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| Franklin Resources | 52k | $7.2M | -3% | Dec 2025 |
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| Pinnacle Financial Partners | 52k | $7.2M | 100% | Dec 2025 |
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| Taylor, Cottrill, Erickson & Associates | 52k | $7.5M | -3% | Mar 2026 |
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| Private Wealth Group | 51k | $7.5M | 3% | Mar 2026 |
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| Koenig Investment Advisory | 51k | $7.5M | 4% | Mar 2026 |
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| Aries Wealth Management | 51k | $7.1M | -1% | Dec 2025 |
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| Ieq Capital | 51k | $7.0M | 2% | Dec 2025 |
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| Miracle Mile Advisors | 51k | $7.4M | -10% | Mar 2026 |
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| Aspen Grove Capital | 50k | $7.0M | 0% | Dec 2025 |
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| Meridian Wealth Advisors | 50k | $7.0M | 6% | Dec 2025 |
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| Cresset Asset Management | 49k | $6.8M | 8% | Dec 2025 |
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| Mission Wealth Management | 49k | $6.8M | -5% | Dec 2025 |
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| Climber Capital SA | 47k | $6.3M | 100% | Dec 2025 |
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| Cornerstone Advisory | 46k | $6.4M | 0% | Dec 2025 |
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| Merit Financial Group | 46k | $6.6M | -5% | Mar 2026 |
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| Citadel Advisors | 45k | $6.3M | 22% | Dec 2025 |
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| American Money Management | 45k | $6.2M | 3% | Dec 2025 |
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| Arkadios Wealth Advisors | 44k | $6.1M | 78% | Dec 2025 |
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| Whittier Trust Co. of Nevada | 43k | $6.1M | -1% | Dec 2025 |
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| Shulman DeMeo Asset Management | 43k | $6.3M | -1% | Mar 2026 |
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| Lido Advisors | 43k | $6.0M | 4% | Dec 2025 |
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| Mount Yale Investment Advisors | 43k | $6.2M | 35% | Mar 2026 |
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| Kingswood Wealth Advisors | 42k | $5.9M | 24% | Dec 2025 |
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| Perennial Investment Advisors | 42k | $5.9M | -3% | Dec 2025 |
|
| Citizens Financial Group | 40k | $5.5M | -7% | Dec 2025 |
|
| Smithfield Trust Company | 35k | $5.0M | -21% | Dec 2025 |
|
Who sold out of SPDR S&P Dividend?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 372k | $53M |