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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 7.3M | $1.1B | 100% | Mar 2026 |
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| Morgan Stanley | 4.8M | $708M | 0% | Mar 2026 |
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| Raymond James Financial | 3.1M | $430M | -1% | Dec 2025 |
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| LPL Financial | 3.0M | $438M | -1% | Mar 2026 |
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| Joel Isaacson & Co | 2.8M | $416M | 2% | Mar 2026 |
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| Wells Fargo & Company | 2.2M | $321M | 6% | Mar 2026 |
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| Royal Bank of Canada | 2.0M | $295M | -6% | Mar 2026 |
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| UBS Group | 1.7M | $244M | -2% | Mar 2026 |
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| Ameriprise Financial | 1.3M | $197M | -13% | Mar 2026 |
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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 | $161M | 2% | Mar 2026 |
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| MAI Wealth Advisors | 992k | $145M | 25% | Mar 2026 |
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| Bank of New York Mellon | 930k | $136M | -3% | Mar 2026 |
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| Commonwealth Equity Services | 895k | $131M | -4% | Mar 2026 |
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| Pathstone Holdings | 783k | $114M | 1% | Mar 2026 |
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| Cetera Investment Advisers | 743k | $108M | -7% | Mar 2026 |
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| Branch Banking & Trust Company | 710k | $104M | -4% | Mar 2026 |
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| YCMNET Advisors | 629k | $92M | -4% | Mar 2026 |
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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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| HighTower Advisors | 479k | $70M | -1% | Mar 2026 |
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| Advisor Group Holdings | 477k | $66M | -1% | Dec 2025 |
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| Stifel Financial | 466k | $68M | -3% | Mar 2026 |
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| Pnc Financial Services | 461k | $67M | -5% | Mar 2026 |
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| Jones Financial Companies, L.L | 457k | $64M | 7% | Dec 2025 |
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| 1st Source Bank | 450k | $66M | -7% | Mar 2026 |
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| Creative Planning | 439k | $64M | -1% | Mar 2026 |
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| Elk River Wealth Management | 423k | $62M | 0% | Mar 2026 |
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| J.Safra Asset Management | 369k | $54M | 4% | Mar 2026 |
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| Mml Investors Services | 352k | $51M | -13% | Mar 2026 |
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| Goldman Sachs Group | 329k | $48M | -1% | Mar 2026 |
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| Mariner Wealth Advisors | 304k | $44M | 39% | Mar 2026 |
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| Legacy Financial Group | 291k | $43M | 0% | Mar 2026 |
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| Moneta Group Investment Advisors | 281k | $41M | -1% | Mar 2026 |
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| Hartland & Co | 280k | $41M | 2% | Mar 2026 |
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| Marino, Stram & Associates | 279k | $41M | 0% | Mar 2026 |
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| Rockefeller Capital Management | 268k | $39M | 4% | Mar 2026 |
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| Wolff Financial Management | 260k | $38M | 2% | Mar 2026 |
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| Linscomb & Williams | 257k | $38M | -8% | Mar 2026 |
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| Kestra Advisory Services | 253k | $37M | 15% | Mar 2026 |
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| Baird Financial | 245k | $34M | 24% | Dec 2025 |
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| Lanham O'Dell & Company | 217k | $30M | 9% | Dec 2025 |
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| Steward Partners Investment Advisory | 216k | $32M | -2% | Mar 2026 |
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| Cambridge Investment Research Advisors | 210k | $31M | -10% | Mar 2026 |
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| Flaharty Asset Management | 198k | $29M | -1% | Mar 2026 |
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| Benjamin Edwards | 195k | $29M | 1% | Mar 2026 |
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| Klingman & Associates | 192k | $27M | -1% | Dec 2025 |
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| Graves-Light Private Wealth Management | 182k | $27M | 0% | Mar 2026 |
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| NWF Advisory Services | 178k | $26M | -2% | Mar 2026 |
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| United Capital Financial Advisers | 177k | $26M | -4% | Mar 2026 |
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| Jackson, Grant Investment Advisers | 176k | $26M | 0% | Mar 2026 |
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| Huntington National Bank | 169k | $24M | 1% | Dec 2025 |
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| Bank Of Montreal | 159k | $23M | 100% | Mar 2026 |
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| Regent Peak Wealth Advisors | 152k | $22M | 59% | Mar 2026 |
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| CLS Investments | 151k | $22M | -16% | Mar 2026 |
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| Scotia Capital | 151k | $22M | 0% | Mar 2026 |
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| Capital Advisors | 146k | $21M | 0% | Mar 2026 |
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| Equitable Holdings | 144k | $20M | 8% | Mar 2026 |
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| Captrust Financial Advisors | 136k | $19M | -1% | Dec 2025 |
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| Colony | 132k | $18M | 44% | Dec 2025 |
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| Mercer Global Advisors | 131k | $19M | 18% | Mar 2026 |
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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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| Fifth Third Bancorp | 115k | $17M | 1559% | Mar 2026 |
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| Brian McDonald | 115k | $16M | -2% | Dec 2025 |
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| Private Advisor | 114k | $17M | -1% | Mar 2026 |
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| Midwest Trust | 111k | $16M | -2% | Mar 2026 |
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| Mesirow Financial Investment Management International Equity | 110k | $16M | 22% | Mar 2026 |
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| Umb Bank N A | 109k | $16M | -2% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 109k | $15M | 10% | Dec 2025 |
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| Bank Of Oklahoma National Association / | 108k | $16M | 6% | Mar 2026 |
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| Associated Banc- | 107k | $16M | -2% | Mar 2026 |
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| Hubbell Strickland Wealth Management | 106k | $16M | 2% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 101k | $15M | -33% | Mar 2026 |
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| HPM Partners | 100k | $15M | 6% | Mar 2026 |
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| Prosperity Consulting Group | 97k | $14M | -1% | Mar 2026 |
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| Sar Wealth Management Group | 96k | $14M | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 96k | $14M | -2% | Mar 2026 |
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| Sanctuary Advisors | 95k | $14M | 4% | Mar 2026 |
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| Us Bancorp | 94k | $13M | 0% | Dec 2025 |
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| CRA Financial Services | 94k | $14M | -6% | Mar 2026 |
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| KCM Investment Advisors | 93k | $14M | 0% | Mar 2026 |
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| MSH Capital Advisors | 92k | $13M | 9% | Mar 2026 |
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| Fund Evaluation Group | 90k | $13M | 100% | Mar 2026 |
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| HB Wealth Management | 89k | $13M | 0% | Mar 2026 |
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| TD Waterhouse Canada | 87k | $13M | 141% | Mar 2026 |
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| Savant Capital Management | 87k | $13M | 8% | Mar 2026 |
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| CIBC World Markets | 86k | $13M | -17% | Mar 2026 |
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| M^T Bank Corporation | 85k | $12M | -4% | Mar 2026 |
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| Wesbanco Trust And Investments | 83k | $12M | -2% | Mar 2026 |
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| William Blair $ Company | 83k | $12M | 7% | Mar 2026 |
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| National Bank Of Canada /fi/ | 83k | $12M | -1% | Dec 2025 |
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| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 82k | $12M | -5% | Mar 2026 |
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| NBT Bank | 82k | $12M | 0% | Mar 2026 |
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| Northern Trust | 81k | $11M | -13% | 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 | 77k | $11M | -1% | Mar 2026 |
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| IHT Wealth Management | 77k | $11M | -1% | Dec 2025 |
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| BKD Wealth Advisors | 77k | $11M | -1% | Mar 2026 |
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| CI Private Wealth | 74k | $10M | -23% | Mar 2026 |
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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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| NFP Retirement | 71k | $10M | 14% | Mar 2026 |
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| VisionPoint Advisory Group | 71k | $10M | 146% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 71k | $10M | 4% | Mar 2026 |
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| CWM | 69k | $9.6M | -33% | Dec 2025 |
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| RWM Asset Management | 69k | $10M | 0% | Mar 2026 |
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| Confluence Investment Management | 69k | $10M | -1% | Mar 2026 |
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| Alliancebernstein | 68k | $9.5M | 5% | Mar 2026 |
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| CliftonLarsonAllen Wealth Advisors | 66k | $9.6M | -1% | Mar 2026 |
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| Kitching Partners | 65k | $9.5M | 7% | Mar 2026 |
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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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| Goss Wealth Management | 62k | $9.0M | -20% | Mar 2026 |
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| Strategic Family Wealth Counselors | 61k | $8.9M | -1% | Mar 2026 |
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| Americana Partners | 61k | $8.8M | -32% | Mar 2026 |
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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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| Corsicana & Co. | 59k | $8.0M | 1% | Mar 2026 |
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| Meridian Wealth Advisors | 58k | $8.5M | 16% | Mar 2026 |
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| Fifth Third Wealth Advisors | 58k | $8.4M | -5% | Mar 2026 |
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| MONECO Advisors | 57k | $8.4M | -3% | Mar 2026 |
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| Beacon Pointe Advisors | 56k | $7.8M | -2% | Dec 2025 |
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| Capital Performance Advisors | 55k | $8.0M | 0% | Mar 2026 |
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| Sontag Advisory | 55k | $8.0M | 1% | Mar 2026 |
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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 | 53k | $7.7M | -1% | Mar 2026 |
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| Hanson McClain Advisors | 53k | $7.3M | 90% | Dec 2025 |
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| Peapack Gladstone Financial Corp | 53k | $7.7M | 0% | Mar 2026 |
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| CIBC Bancorp USA | 52k | $7.7M | 100% | Mar 2026 |
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| Premier Private Wealth Management | 52k | $7.6M | 100% | Mar 2026 |
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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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| Lido Advisors | 51k | $7.5M | 20% | 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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| Franklin Resources | 51k | $7.4M | -2% | 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 | $7.3M | 0% | Mar 2026 |
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| Mission Wealth Management | 48k | $7.0M | -2% | Mar 2026 |
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| Citadel Advisors | 46k | $6.8M | 3% | Mar 2026 |
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| Cornerstone Advisory | 46k | $6.7M | -1% | Mar 2026 |
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| Merit Financial Group | 46k | $6.6M | -5% | Mar 2026 |
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| American Money Management | 46k | $6.6M | 1% | Mar 2026 |
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| Cresset Asset Management | 43k | $6.3M | -13% | Mar 2026 |
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| Climber Capital SA | 28k | $3.9M | -40% | Mar 2026 |
|
Who sold out of SPDR S&P Dividend?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 1.4M | $195M |
| Wealth Enhancement Advisory Services | Dec 2025 | 372k | $53M |
| Coldstream Capital Management | Dec 2025 | 325k | $45M |
| Nan Shan Life Insurance | Dec 2025 | 248k | $34M |