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 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 $59M 0% Sep 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 424k $49M -2% Sep 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