SS SPDR S&P Dividend ETFSDYETF
13F holders, Q2 2026 (June 30)1,248holders +7
58new positions
49sold out
5famous investors
$152.21avg. 13F price*
At the end of Q2 2026, 1,248 institutions reported holding SS SPDR S&P Dividend ETF (SDY) in their 13F filings, up 7 from Q1 2026. 58 opened new positions and 49 sold out. The largest holders were Bank of America Corp. ($1.1B), Morgan Stanley ($746.6M) and LPL Financial LLC ($462.7M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR S&P Dividend ETF
- Filed as
- SPDR SERIES TRUST (Q2 2026)
- CUSIP
- 78464A763
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $120.5M |
| Exits | 49 | $41.0M |
All 13F filers, Q1 2026 → Q2 2026: 2,836,951 shares bought and 1,766,111 shares sold, net +1,070,840 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,248 holders
| Bank of America Corp. | 0.07% | Reduce -2.3% | 7,153,445 | $1.1B |
| Morgan Stanley | 0.04% | Add +1.2% | 4,906,331 | $746.6M |
| LPL Financial LLC | 0.10% | Add +1.4% | 3,040,750 | $462.7M |
| Raymond James Financial Inc. | 0.12% | Reduce -2.3% | 2,990,179 | $455.0M |
| Joel Isaacson & Co., LLC | 12.75% | Add +1.7% | 2,894,421 | $440.5M |
| Wells Fargo & Company | 0.06% | Add +3.7% | 2,281,758 | $347.2M |
| Royal Bank of Canada | 0.05% | Add +0.9% | 2,039,089 | $310.3M |
| UBS Group AG | 0.04% | Add +0.0% | 1,674,173 | $254.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.4% | 1,380,453 | $210.9M |
| Ameriprise Financial Inc. | 0.04% | Reduce -3.0% | 1,292,475 | $196.6M |
| Envestnet Asset Management Inc. | 0.04% | Add +0.8% | 1,111,642 | $169.2M |
| MAI Capital Management | 0.58% | Add +1.0% | 1,002,472 | $152.6M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.1% | 910,494 | $138.6M |
| Commonwealth Equity Services, LLC | 0.17% | Reduce -2.3% | 873,659 | $133.0M |
| Pathstone Holdings, LLC | 0.35% | Add +1.4% | 793,377 | $120.7M |
| Cetera Investment Advisers | 0.10% | Add +1.0% | 750,297 | $114.2M |
| Truist Financial Corp. | 0.13% | Reduce -2.8% | 689,697 | $105.0M |
| Destination Wealth Management | 2.26% | Add +0.9% | 635,081 | $96.6M |
| Coldstream Capital Management Inc. | 1.19% | New | 618,230 | $94.1M |
| Stifel Financial Corp. | 0.07% | Add +26.2% | 587,808 | $89.5M |
| Janney Montgomery Scott LLC | 0.17% | Add +0.9% | 577,947 | $88.0M |
| Osaic Holdings, Inc. | 0.10% | Add +7.4% | 552,440 | $84.1M |
| Jones Financial Companies LLLP | 0.03% | Add +10.3% | 536,116 | $82.1M |
| Jupiter Topco LLC | 0.03% | — | 502,815 | $76.5M |
| Capital Investment Advisors, LLC | 0.99% | Reduce -0.7% | 491,556 | $74.8M |
| HighTower Advisors, LLC | 0.07% | Add +0.4% | 481,025 | $73.2M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -2.3% | 450,216 | $68.5M |
| 1ST Source Bank | 2.93% | Reduce -5.6% | 424,880 | $64.7M |
| Creative Planning | 0.04% | Reduce -3.5% | 423,949 | $64.5M |
| MML Investors Services, LLC | 0.13% | Add +17.8% | 414,516 | $63.1M |
| J.Safra Asset Management Corp | 2.65% | Add +2.6% | 378,030 | $57.5M |
| Elk River Wealth Management LLC | 8.99% | Reduce -12.2% | 371,018 | $56.5M |
| AlphaCore Capital LLC | 1.03% | Add +11574.3% | 368,674 | $56.1M |
| Legacy Financial Group LLC | 6.06% | Add +21.4% | 353,819 | $53.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.1% | 321,826 | $49.0M |
| Benjamin Edwards Inc. | 0.40% | Add +47.0% | 286,769 | $43.6M |
| Marino, Stram & Associates LLC | 6.78% | Add +0.4% | 279,804 | $42.6M |
| Clearstead Advisors, LLC | 0.40% | Reduce -0.2% | 279,710 | $42.6M |
| Baird Financial Group, Inc. | 0.06% | Add +6.9% | 272,798 | $41.5M |
| Kestra Advisory Services, LLC | 0.13% | Add +5.9% | 267,979 | $40.8M |
| Wolff Financial Management LLC | 7.99% | Add +1.3% | 263,340 | $40.1M |
| Moneta Group Investment Advisors LLC | 0.29% | Reduce -6.7% | 261,650 | $39.8M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -3.5% | 258,404 | $39.3M |
| Linscomb Wealth, Inc. | 1.60% | Reduce -5.8% | 242,037 | $36.8M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +0.3% | 224,206 | $34.6M |
| Steward Partners Investment Advisory, LLC | 0.16% | Reduce -2.3% | 211,188 | $32.1M |
| Mariner, LLC | 0.03% | Reduce -32.9% | 204,288 | $31.1M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -6.6% | 196,131 | $29.8M |
| Modern Wealth Management, LLC | 0.34% | Add +7237.4% | 187,544 | $28.5M |
| Klingman & Associates, LLC | 1.21% | Reduce -1.1% | 187,332 | $28.5M |
| NWF Advisory Services Inc. | 2.63% | Add +3.3% | 183,880 | $28.0M |
| Graves Light Lenhart Wealth, Inc. | 2.58% | Reduce -0.3% | 181,578 | $27.6M |
| United Capital Financial Advisors, LLC | 0.15% | Reduce -0.7% | 175,487 | $26.7M |
| Private Advisor Group, LLC | 0.12% | Add +52.4% | 173,016 | $26.3M |
| Jackson, Grant Investment Advisers, Inc. | 8.04% | Reduce -3.0% | 170,164 | $25.9M |
| Savant Capital, LLC | 0.08% | Add +97.7% | 171,541 | $25.6M |
| Orion Porfolio Solutions, LLC | 0.18% | Add +1.8% | 153,614 | $23.4M |
| Regent Peak Wealth Advisors LLC | 4.33% | Add +0.9% | 153,565 | $23.4M |
| Focus Partners Wealth | 0.02% | Add +19.0% | 150,144 | $22.8M |
| Equitable Holdings, Inc. | 0.14% | Add +3.9% | 150,033 | $22.8M |
| Mercer Global Advisors Inc. | 0.03% | Add +14.8% | 150,025 | $22.8M |
| Scotia Capital Inc. | 0.08% | Reduce -2.5% | 146,817 | $22.3M |
| Capital Advisors, Ltd. LLC | 2.23% | Reduce -0.0% | 145,540 | $22.1M |
| Captrust Financial Advisors | 0.03% | Reduce -1.6% | 143,320 | $21.8M |
| Bank of Montreal | 0.01% | Reduce -10.3% | 142,939 | $21.8M |
| FMR LLC | 0.00% | Add +6.8% | 136,072 | $20.7M |
| Confluence Investment Management LLC | 0.31% | Add +92.5% | 132,295 | $20.1M |
| TigerOak Management, L.L.C. | 5.31% | Add +0.1% | 124,183 | $18.9M |
| Sanctuary Advisors, LLC | 0.08% | Add +24.4% | 117,924 | $17.9M |
| Midwest Trust Co | 0.19% | Add +1.0% | 112,374 | $17.1M |
| Fifth Third Bancorp | 0.03% | Reduce -2.4% | 112,373 | $17.1M |
| Mesirow Financial Investment Management, Inc. | 0.26% | Reduce -0.3% | 109,968 | $16.7M |
| UMB Bank, n.a. | 0.21% | Add +0.8% | 109,855 | $16.7M |
| Bokf, NA | 0.23% | Reduce -0.3% | 107,452 | $16.4M |
| Associated Banc-Corp | 0.39% | Add +0.3% | 107,071 | $16.3M |
| Hubbell Strickland Wealth Management, LLC | 5.80% | Reduce -0.4% | 105,649 | $16.1M |
| Cerity Partners LLC | 0.02% | Add +1.0% | 100,632 | $15.3M |
| Sard Wealth Management Group, LLC | 7.27% | Add +3.9% | 99,881 | $15.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1.8% | 97,512 | $14.8M |
| Prosperity Consulting Group, LLC | 0.55% | Reduce -1.1% | 96,333 | $14.7M |
| US Bancorp \de | 0.02% | Add +1.3% | 93,892 | $14.3M |
| MSH Capital Advisors LLC | 2.46% | Add +1.3% | 92,839 | $14.1M |
| KCM Investment Advisors LLC | 0.42% | Reduce -0.2% | 92,479 | $14.1M |
| CRA Financial Services, LLC | 1.61% | Reduce -1.9% | 91,795 | $14.0M |
| &partners | 0.06% | Add +3.1% | 90,166 | $13.7M |
| HB Wealth Management, LLC | 0.08% | Add +0.7% | 89,726 | $13.7M |
| Fund Evaluation Group, LLC | 0.37% | No change | 89,489 | $13.6M |
| National Bank of Canada | 0.01% | Add +3.6% | 88,567 | $13.5M |
| Blair William & Co. | 0.03% | Add +5.5% | 87,329 | $13.3M |
| M&T Bank Corp | 0.04% | Add +1.1% | 85,771 | $13.1M |
| NewEdge Advisors, LLC | 0.04% | Add +35.8% | 84,145 | $12.8M |
| Wesbanco Bank Inc. | 0.31% | Reduce -2.5% | 81,163 | $12.4M |
| NBT Bank, N.A. | 0.82% | Reduce -1.0% | 81,122 | $12.3M |
| TD Private Client Wealth LLC | 0.22% | Reduce -2.3% | 78,494 | $11.9M |
| IHT Wealth Management, LLC | 0.25% | Reduce -0.4% | 77,741 | $11.8M |
| World Investment Advisors | 0.19% | Reduce -0.0% | 79,530 | $11.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.19% | Reduce -1.1% | 75,667 | $11.5M |
| Corient Private Wealth LP | 0.02% | Add +1.7% | 75,630 | $11.5M |
| Sage Rhino Capital LLC | 1.87% | Reduce -3.3% | 74,730 | $11.4M |
| CX Institutional | 0.33% | Add +3.0% | 74,031 | $11.3M |
"% of holder's portfolio" is SDY's weight in each manager's 13F, not the share of SS SPDR S&P Dividend ETF the manager owns.