SS SPDR S&P Dividend ETFSDYETF
13F holders, Q1 2024 (March 31)1,111holders
6famous investors
$131.12avg. 13F price*
At the end of Q1 2024, 1,111 institutions reported holding SS SPDR S&P Dividend ETF (SDY) in their 13F filings. The largest holders were Bank of America Corp. ($1.1B), Morgan Stanley ($627.7M) and LPL Financial LLC ($386.6M). 6 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SS SPDR S&P Dividend ETF
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78464A763
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $71.8M |
| Exits | 66 | $105.3M |
Ownership 1,111 holders
| Bank of America Corp. | 0.10% | Reduce -6.6% | 8,054,146 | $1.1B |
| Morgan Stanley | 0.05% | Reduce -4.0% | 4,782,735 | $627.7M |
| LPL Financial LLC | 0.21% | Reduce -4.1% | 2,945,375 | $386.6M |
| Royal Bank of Canada | 0.08% | Reduce -3.7% | 2,503,686 | $328.6M |
| Joel Isaacson & Co., LLC | 17.18% | Add +0.6% | 2,387,293 | $313.3M |
| Raymond James & Associates | 0.20% | Reduce -1.3% | 2,301,496 | $302.0M |
| Ameriprise Financial Inc. | 0.08% | Reduce -6.7% | 2,145,418 | $281.8M |
| Wells Fargo & Company | 0.07% | Reduce -0.9% | 1,885,433 | $247.4M |
| UBS Group AG | 0.08% | Reduce -8.6% | 1,823,061 | $239.3M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -1.0% | 1,343,493 | $176.3M |
| Richard Bernstein Advisors LLC | 3.78% | Reduce -2.5% | 1,341,291 | $176.0M |
| Commonwealth Equity Services, LLC | 0.26% | Reduce -4.5% | 1,174,828 | $154.2M |
| Bank of New York Mellon Corp | 0.03% | Reduce -9.0% | 1,168,365 | $153.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -51.8% | 1,118,704 | $146.8M |
| Janney Montgomery Scott LLC | 0.42% | Reduce -3.1% | 1,080,693 | $141.8M |
| Raymond James Financial Services Advisors, Inc. | 0.19% | Reduce -3.7% | 982,908 | $129.0M |
| Truist Financial Corp. | 0.19% | Reduce -7.7% | 976,684 | $128.2M |
| Pathstone Holdings, LLC | 0.48% | Add +3.1% | 782,244 | $102.7M |
| 1ST Source Bank | 5.80% | Reduce -12.2% | 760,858 | $99.9M |
| Destination Wealth Management | 3.06% | Add +1.6% | 701,537 | $92.1M |
| Cetera Investment Advisers | 0.21% | Add +283.2% | 688,750 | $90.4M |
| Capital Investment Advisors, LLC | 1.72% | Reduce -3.2% | 563,851 | $74.0M |
| Osaic Holdings, Inc. | 0.16% | Reduce -2.3% | 541,936 | $71.1M |
| MAI Capital Management | 0.72% | Add +1.4% | 527,434 | $69.2M |
| Vanguard Group Inc. | 0.00% | Add +0.2% | 516,518 | $67.8M |
| HighTower Advisors, LLC | 0.11% | Reduce -4.1% | 508,803 | $66.8M |
| PNC Financial Services Group, Inc. | 0.04% | Add +1.5% | 462,076 | $60.6M |
| Creative Planning | 0.07% | Reduce -9.2% | 456,776 | $59.9M |
| MML Investors Services, LLC | 0.25% | Reduce -0.4% | 454,649 | $59.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.0% | 418,447 | $54.9M |
| Legacy Financial Group LLC | 10.46% | Add +1574.9% | 393,594 | $51.7M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Reduce -5.2% | 372,692 | $48.9M |
| Elk River Wealth Management LLC | 9.68% | Reduce -10.8% | 362,805 | $47.6M |
| Moneta Group Investment Advisors LLC | 0.74% | Add +9.1% | 346,116 | $45.4M |
| J.Safra Asset Management Corp | 4.94% | Add +4.8% | 332,300 | $43.6M |
| Linscomb Wealth, Inc. | 2.09% | Reduce -3.5% | 309,191 | $40.6M |
| United Capital Financial Advisors, LLC | 0.32% | Reduce -1.2% | 297,943 | $39.1M |
| Nan Shan Life Insurance Co., Ltd. | 0.87% | New | 283,410 | $37.2M |
| Orion Porfolio Solutions, LLC | 0.40% | Reduce -6.8% | 282,470 | $37.1M |
| Orion Portfolio Solutions, LLC | 0.40% | Reduce -6.8% | 282,470 | $37.1M |
| O'Dell Group, LLC | 8.76% | Reduce -3.0% | 272,349 | $35.7M |
| Marino, Stram & Associates LLC | 8.30% | Reduce -1.9% | 266,961 | $35.0M |
| Clearstead Advisors, LLC | 1.59% | Reduce -1.7% | 244,989 | $32.2M |
| Graves Light Lenhart Wealth, Inc. | 3.60% | Reduce -1.0% | 236,758 | $31.1M |
| Baird Financial Group, Inc. | 0.06% | Add +1.8% | 235,065 | $30.8M |
| Bank of Montreal | 0.01% | Reduce -5.8% | 229,273 | $30.2M |
| Wolff Financial Management LLC | 8.40% | Add +1.5% | 219,566 | $28.8M |
| Mariner, LLC | 0.06% | Reduce -3.4% | 215,626 | $28.3M |
| Klingman & Associates, LLC | 1.99% | Reduce -0.2% | 210,687 | $27.7M |
| Stifel Financial Corp. | 0.03% | Add +0.6% | 207,427 | $27.2M |
| Scotia Capital Inc. | 0.16% | Reduce -0.5% | 204,948 | $26.9M |
| Flaharty Asset Management, LLC | 3.92% | Add +14.8% | 201,018 | $26.4M |
| Rockefeller Capital Management L.P. | 0.07% | Add +1.8% | 194,011 | $25.5M |
| NWF Advisory Services Inc. | 3.94% | Add +1.5% | 179,631 | $23.6M |
| Jackson, Grant Investment Advisers, Inc. | 9.44% | Add +9.5% | 175,502 | $23.0M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -10.8% | 169,140 | $22.2M |
| Hyperion Partners, LLC | 16.21% | Add +3.3% | 168,621 | $22.1M |
| Capital Advisors, Ltd. LLC | 2.79% | Reduce -1.6% | 163,309 | $21.4M |
| UMB Bank, n.a. | 0.33% | Reduce -14.0% | 157,911 | $20.7M |
| Kestra Advisory Services, LLC | 0.13% | Reduce -14.4% | 149,599 | $19.6M |
| Captrust Financial Advisors | 0.07% | Reduce -30.0% | 144,756 | $19.0M |
| Steward Partners Investment Advisory, LLC | 0.21% | Add +2.1% | 144,311 | $18.9M |
| Private Advisor Group, LLC | 0.13% | Reduce -3.9% | 142,367 | $18.7M |
| TD Private Client Wealth LLC | 0.59% | Reduce -6.5% | 137,549 | $18.1M |
| Comerica Bank | 0.08% | Reduce -4.8% | 137,326 | $18.0M |
| Atria Wealth Solutions, Inc. | 0.19% | Reduce -0.9% | 130,651 | $17.1M |
| Baltimore-Washington Financial Advisors, Inc. | 1.09% | Add +9.8% | 130,408 | $17.1M |
| Prosperity Consulting Group, LLC | 2.13% | Add +144.5% | 129,121 | $16.9M |
| Bokf, NA | 0.29% | Reduce -2.7% | 122,728 | $16.0M |
| Cwm, LLC | 0.08% | Add +104.8% | 118,784 | $15.6M |
| CRA Financial Services, LLC | 3.33% | Reduce -1.1% | 116,765 | $15.3M |
| Associated Banc-Corp | 0.48% | Reduce -0.8% | 115,915 | $15.2M |
| Financial Counselors Inc. | 0.25% | Reduce -6.1% | 115,276 | $15.1M |
| National Bank of Canada | 0.03% | Add +136.0% | 110,641 | $14.5M |
| Hubbell Strickland Wealth Management, LLC | 7.32% | Reduce -2.0% | 110,242 | $14.5M |
| ProVise Management Group, LLC | 1.23% | Reduce -34.6% | 108,497 | $14.2M |
| Avantax Advisory Services, Inc. | 0.12% | Reduce -2.2% | 106,472 | $14.0M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2.29% | Reduce -4.5% | 105,653 | $13.9M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -43.5% | 101,012 | $13.3M |
| Northern Trust Corp. | 0.00% | Reduce -1.7% | 100,417 | $13.2M |
| HB Wealth Management, LLC | 0.16% | Reduce -0.7% | 98,921 | $13.0M |
| Cibc World Market Inc. | 0.03% | Add +0.8% | 98,907 | $13.0M |
| Sard Wealth Management Group, LLC | 11.70% | Add +0.5% | 98,670 | $12.9M |
| Equitable Holdings, Inc. | 0.14% | Add +7.0% | 97,819 | $12.8M |
| KCM Investment Advisors LLC | 0.47% | Reduce -2.7% | 97,161 | $12.8M |
| FMR LLC | 0.00% | Add +16.1% | 97,065 | $12.7M |
| Mesirow Financial Investment Management, Inc. | 0.29% | Add +10.4% | 96,616 | $12.7M |
| NBT Bank, N.A. | 0.92% | Reduce -0.9% | 96,187 | $12.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.7% | 94,692 | $12.4M |
| Wesbanco Bank Inc. | 0.46% | Reduce -0.0% | 92,545 | $12.1M |
| Savant Capital, LLC | 0.14% | Reduce -2.1% | 91,706 | $12.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.30% | Reduce -1.5% | 89,667 | $11.8M |
| IHT Wealth Management, LLC | 0.45% | Reduce -36.4% | 85,591 | $11.2M |
| Regent Peak Wealth Advisors LLC | 2.82% | Reduce -12.0% | 84,594 | $11.1M |
| Sage Rhino Capital LLC | 2.62% | Add +1.1% | 84,522 | $11.1M |
| Salomon & Ludwin, LLC | 0.94% | Reduce -4.6% | 83,176 | $10.9M |
| US Bancorp \de | 0.02% | Reduce -12.2% | 82,821 | $10.9M |
| Ameritas Investment Partners, Inc. | 0.37% | Add +2.1% | 82,739 | $10.9M |
| AlTi Global, Inc. | 0.29% | Reduce -0.3% | 80,703 | $10.6M |
| Ironwood Wealth Management, Inc. | 5.55% | Add +1.4% | 83,084 | $10.6M |
"% 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.