SS SPDR S&P Dividend ETFSDYETF
13F holders, Q4 2024 (December 31)1,194holders +39
65new positions
84sold out
5famous investors
$132.13avg. 13F price*
At the end of Q4 2024, 1,194 institutions reported holding SS SPDR S&P Dividend ETF (SDY) in their 13F filings, up 39 from Q3 2024. 65 opened new positions and 84 sold out. The largest holders were Bank of America Corp. ($1.0B), Morgan Stanley ($632.4M) and Raymond James Financial Inc. ($397.7M). 5 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR S&P Dividend ETF
- Filed as
- SPDR SER TR (Q4 2024)
- CUSIP
- 78464A763
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $97.1M |
| Exits | 84 | $57.6M |
All 13F filers, Q3 2024 → Q4 2024: 3,913,654 shares bought and 1,894,788 shares sold, net +2,018,866 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,194 holders
| Bank of America Corp. | 0.09% | Add +0.3% | 7,716,604 | $1.0B |
| Morgan Stanley | 0.04% | Add +2.0% | 4,787,359 | $632.4M |
| Raymond James Financial Inc. | 0.15% | — | 3,010,271 | $397.7M |
| LPL Financial LLC | 0.15% | Add +2.1% | 2,861,694 | $378.0M |
| Joel Isaacson & Co., LLC | 14.99% | Add +2.2% | 2,516,645 | $332.4M |
| Royal Bank of Canada | 0.07% | Reduce -2.8% | 2,350,967 | $310.6M |
| Wells Fargo & Company | 0.07% | Add +19.0% | 2,103,521 | $277.9M |
| UBS Group AG | 0.05% | Add +2.8% | 1,749,973 | $231.2M |
| Ameriprise Financial Inc. | 0.06% | Reduce -1.6% | 1,674,443 | $223.9M |
| JPMorgan Chase & Co. | 0.02% | Add +63.0% | 1,688,669 | $223.1M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -4.7% | 1,238,477 | $163.6M |
| Richard Bernstein Advisors LLC | 3.63% | Reduce -2.1% | 1,212,109 | $160.1M |
| Commonwealth Equity Services, LLC | 0.21% | Add +2.8% | 1,103,945 | $145.8M |
| Janney Montgomery Scott LLC | 0.39% | Reduce -0.3% | 1,057,319 | $139.7M |
| Bank of New York Mellon Corp | 0.03% | Reduce -0.5% | 1,041,645 | $137.6M |
| Truist Financial Corp. | 0.18% | Reduce -2.7% | 854,001 | $112.8M |
| Pathstone Holdings, LLC | 0.44% | Reduce -1.7% | 759,648 | $100.3M |
| MAI Capital Management | 0.75% | Add +46.4% | 759,230 | $100.3M |
| 1ST Source Bank | 5.71% | Add +1.4% | 755,167 | $99.8M |
| Destination Wealth Management | 2.88% | Reduce -0.6% | 695,990 | $91.9M |
| Cetera Investment Advisers | 0.19% | Add +1.5% | 691,890 | $91.4M |
| Assetmark, Inc. | 0.24% | Add +267004.3% | 678,445 | $89.6M |
| HighTower Advisors, LLC | 0.10% | Add +0.8% | 542,027 | $71.6M |
| Capital Investment Advisors, LLC | 1.42% | Reduce -2.0% | 529,243 | $69.9M |
| Osaic Holdings, Inc. | 0.14% | Add +11.5% | 465,797 | $61.5M |
| Creative Planning | 0.06% | Reduce -0.8% | 451,773 | $59.7M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -1.8% | 448,768 | $59.3M |
| MML Investors Services, LLC | 0.19% | Add +1.6% | 420,137 | $55.5M |
| Elk River Wealth Management LLC | 9.45% | Add +2.6% | 395,119 | $52.2M |
| Legacy Financial Group LLC | 8.07% | Add +0.8% | 377,368 | $49.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -3.4% | 375,016 | $49.5M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +1.4% | 368,825 | $48.7M |
| J.Safra Asset Management Corp | 3.72% | Add +1.1% | 347,669 | $45.8M |
| Moneta Group Investment Advisors LLC | 0.61% | Reduce -4.7% | 330,990 | $43.7M |
| Linscomb Wealth, Inc. | 1.96% | Add +0.8% | 297,665 | $39.3M |
| Clearstead Advisors, LLC | 0.58% | Add +0.4% | 288,586 | $38.1M |
| Marino, Stram & Associates LLC | 7.95% | Add +1.3% | 272,026 | $35.9M |
| Jones Financial Companies LLLP | 0.03% | Add +35.6% | 257,018 | $34.0M |
| Private Advisor Group, LLC | 0.19% | Add +84.5% | 255,882 | $33.8M |
| Stifel Financial Corp. | 0.03% | Add +13.9% | 247,413 | $32.7M |
| Scotia Capital Inc. | 0.17% | Reduce -1.0% | 239,506 | $31.6M |
| United Capital Financial Advisors, LLC | 0.26% | Add +0.5% | 236,683 | $31.3M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -4.9% | 235,982 | $31.2M |
| Wolff Financial Management LLC | 8.49% | Add +0.6% | 231,681 | $30.6M |
| Nan Shan Life Insurance Co., Ltd. | 0.70% | New | 219,065 | $28.9M |
| Baird Financial Group, Inc. | 0.05% | Reduce -3.1% | 212,610 | $28.1M |
| Bank of Montreal | 0.01% | Reduce -2.5% | 212,442 | $28.1M |
| Klingman & Associates, LLC | 1.70% | Reduce -0.5% | 204,025 | $27.0M |
| Orion Porfolio Solutions, LLC | 0.27% | Reduce -10.3% | 201,857 | $26.7M |
| Orion Portfolio Solutions, LLC | 0.27% | Reduce -10.3% | 201,857 | $26.7M |
| Mariner, LLC | 0.04% | Add +5.5% | 200,243 | $26.5M |
| Flaharty Asset Management, LLC | 3.83% | Reduce -1.6% | 198,772 | $26.3M |
| Graves Light Lenhart Wealth, Inc. | 3.16% | Reduce -0.8% | 192,403 | $25.4M |
| NWF Advisory Services Inc. | 3.63% | Add +1.5% | 187,472 | $24.8M |
| Kestra Advisory Services, LLC | 0.13% | Reduce -22.1% | 180,908 | $23.9M |
| Independent Advisor Alliance | 0.31% | New | 177,406 | $23.4M |
| Jackson, Grant Investment Advisers, Inc. | 8.97% | Reduce -0.6% | 176,516 | $23.3M |
| Rockefeller Capital Management L.P. | 0.06% | Add +2.4% | 175,519 | $23.2M |
| Steward Partners Investment Advisory, LLC | 0.19% | Add +6.1% | 163,372 | $21.6M |
| Baltimore-Washington Financial Advisors, Inc. | 1.08% | Add +7.0% | 157,333 | $20.8M |
| Capital Advisors, Ltd. LLC | 2.51% | Reduce -0.8% | 150,512 | $19.9M |
| Captrust Financial Advisors | 0.05% | Add +0.7% | 139,834 | $18.5M |
| Comerica Bank | 0.07% | Reduce -1.4% | 132,918 | $17.6M |
| UMB Bank, n.a. | 0.27% | Reduce -9.9% | 130,032 | $17.2M |
| TigerOak Management, L.L.C. | 5.92% | — | 122,532 | $16.2M |
| Focus Partners Wealth | 0.04% | Add +31.6% | 115,919 | $15.3M |
| TD Private Client Wealth LLC | 0.43% | Reduce -10.3% | 115,083 | $15.2M |
| Prosperity Consulting Group, LLC | 1.14% | Reduce -3.4% | 114,715 | $15.2M |
| Argent Capital Management LLC | 0.41% | New | 110,852 | $14.6M |
| Avantax Advisory Services, Inc. | 0.09% | Add +1.2% | 110,102 | $14.5M |
| Northern Trust Corp. | 0.00% | Add +1.3% | 109,418 | $14.5M |
| Hubbell Strickland Wealth Management, LLC | 6.85% | Reduce -0.9% | 109,416 | $14.5M |
| Associated Banc-Corp | 0.43% | Reduce -0.4% | 108,542 | $14.3M |
| FMR LLC | 0.00% | Add +7.1% | 108,185 | $14.3M |
| Financial Counselors Inc. | 0.21% | Reduce -3.1% | 108,099 | $14.3M |
| Bokf, NA | 0.24% | Reduce -3.9% | 110,911 | $14.3M |
| CRA Financial Services, LLC | 2.45% | Reduce -4.0% | 107,951 | $14.3M |
| Atria Wealth Solutions, Inc. | 0.15% | Add +4.6% | 106,329 | $14.0M |
| Regent Peak Wealth Advisors LLC | 3.11% | Add +19.0% | 105,005 | $13.9M |
| Mesirow Financial Investment Management, Inc. | 0.27% | Add +1.5% | 102,613 | $13.6M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2.03% | Reduce -1.6% | 101,428 | $13.4M |
| Equitable Holdings, Inc. | 0.13% | Add +11.5% | 100,591 | $13.3M |
| Sanctuary Advisors, LLC | 0.08% | Reduce -2.7% | 96,359 | $13.0M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -6.8% | 96,536 | $12.8M |
| KCM Investment Advisors LLC | 0.43% | Add +0.1% | 94,675 | $12.5M |
| Wesbanco Bank Inc. | 0.42% | Reduce -1.3% | 92,939 | $12.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -0.9% | 92,145 | $12.2M |
| Evelyn Partners Investment Management (Europe) Ltd | 4.41% | — | 91,854 | $12.1M |
| Cwm, LLC | 0.05% | Reduce -0.3% | 90,881 | $12.0M |
| Ameritas Investment Partners, Inc. | 0.39% | Add +2.2% | 90,650 | $12.0M |
| National Bank of Canada | 0.02% | Reduce -9.1% | 89,618 | $11.8M |
| Sard Wealth Management Group, LLC | 7.89% | Reduce -1.1% | 88,985 | $11.8M |
| Cibc World Market Inc. | 0.03% | Add +5.8% | 88,931 | $11.7M |
| HB Wealth Management, LLC | 0.12% | Reduce -3.0% | 87,786 | $11.6M |
| Corient Private Wealth LP | 0.02% | Add +5.3% | 90,111 | $11.5M |
| Savant Capital, LLC | 0.09% | Reduce -6.6% | 86,896 | $11.5M |
| Sage Rhino Capital LLC | 2.43% | Add +0.1% | 84,478 | $11.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.25% | Add +0.4% | 83,446 | $11.0M |
| NBT Bank, N.A. | 0.77% | Reduce -8.5% | 83,197 | $11.0M |
| World Investment Advisors | 0.30% | Add +220.8% | 82,458 | $10.9M |
"% 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.