SS SPDR S&P Dividend ETFSDYETF
13F holders, Q1 2025 (March 31)1,176holders −18
59new positions
67sold out
5famous investors
$135.61avg. 13F price*
At the end of Q1 2025, 1,176 institutions reported holding SS SPDR S&P Dividend ETF (SDY) in their 13F filings, down 18 from Q4 2024. 59 opened new positions and 67 sold out. The largest holders were Bank of America Corp. ($1.0B), Morgan Stanley ($660.2M) and Raymond James Financial Inc. ($408.9M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR S&P Dividend ETF
- Filed as
- SPDR SER TR (Q1 2025)
- CUSIP
- 78464A763
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $34.7M |
| Exits | 67 | $37.6M |
All 13F filers, Q4 2024 → Q1 2025: 1,128,094 shares bought and 3,524,118 shares sold, net −2,396,024 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,176 holders
| Bank of America Corp. | 0.09% | Reduce -2.3% | 7,536,807 | $1.0B |
| Morgan Stanley | 0.05% | Add +1.6% | 4,865,756 | $660.2M |
| Raymond James Financial Inc. | 0.15% | Add +0.1% | 3,013,851 | $408.9M |
| LPL Financial LLC | 0.15% | Reduce -3.5% | 2,762,025 | $374.8M |
| Joel Isaacson & Co., LLC | 15.73% | Add +1.6% | 2,558,258 | $347.1M |
| Royal Bank of Canada | 0.07% | Add +0.9% | 2,371,561 | $321.8M |
| Wells Fargo & Company | 0.07% | Reduce -3.4% | 2,033,060 | $275.8M |
| Ameriprise Financial Inc. | 0.06% | Reduce -0.6% | 1,664,995 | $226.7M |
| UBS Group AG | 0.05% | Reduce -7.7% | 1,614,600 | $219.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -13.9% | 1,453,772 | $197.2M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -1.5% | 1,220,181 | $165.6M |
| Richard Bernstein Advisors LLC | 3.80% | Reduce -4.4% | 1,158,903 | $157.2M |
| Commonwealth Equity Services, LLC | 0.21% | Add +0.8% | 1,112,558 | $151.0M |
| Bank of New York Mellon Corp | 0.03% | Reduce -1.6% | 1,024,768 | $139.0M |
| Truist Financial Corp. | 0.18% | Reduce -2.7% | 831,128 | $112.8M |
| Pathstone Holdings, LLC | 0.44% | Reduce -0.5% | 755,644 | $102.5M |
| MAI Capital Management | 0.77% | Reduce -1.4% | 748,252 | $101.5M |
| 1ST Source Bank | 5.90% | Reduce -2.3% | 737,604 | $100.1M |
| Destination Wealth Management | 3.00% | Add +1.0% | 702,637 | $95.3M |
| Cetera Investment Advisers | 0.18% | Add +0.6% | 695,720 | $94.4M |
| Janney Montgomery Scott LLC | 0.26% | Reduce -35.6% | 681,135 | $92.4M |
| Capital Investment Advisors, LLC | 1.38% | Reduce -1.6% | 520,894 | $70.7M |
| HighTower Advisors, LLC | 0.09% | Reduce -8.3% | 497,305 | $67.5M |
| Creative Planning | 0.06% | Add +2.8% | 464,218 | $63.0M |
| Osaic Holdings, Inc. | 0.14% | Reduce -2.6% | 453,844 | $61.6M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -5.2% | 425,435 | $57.7M |
| Elk River Wealth Management LLC | 10.43% | Add +3.9% | 410,636 | $55.7M |
| MML Investors Services, LLC | 0.18% | Reduce -2.9% | 407,849 | $55.3M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +0.5% | 370,787 | $50.3M |
| Legacy Financial Group LLC | 7.69% | Reduce -2.4% | 368,348 | $50.0M |
| J.Safra Asset Management Corp | 3.93% | Add +2.4% | 356,092 | $48.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -7.8% | 345,967 | $46.9M |
| Jones Financial Companies LLLP | 0.04% | Add +29.0% | 331,634 | $44.6M |
| Moneta Group Investment Advisors LLC | 0.61% | Reduce -1.4% | 326,411 | $44.3M |
| Linscomb Wealth, Inc. | 1.94% | Reduce -3.7% | 286,530 | $38.9M |
| Marino, Stram & Associates LLC | 8.31% | Add +1.4% | 275,864 | $37.4M |
| Clearstead Advisors, LLC | 0.58% | Reduce -5.0% | 274,145 | $37.2M |
| Nan Shan Life Insurance Co., Ltd. | 0.79% | Add +13.0% | 247,496 | $33.6M |
| Assetmark, Inc. | 0.09% | Reduce -64.2% | 242,807 | $32.9M |
| Scotia Capital Inc. | 0.17% | Reduce -1.7% | 235,349 | $31.9M |
| Wolff Financial Management LLC | 8.77% | Add +0.7% | 233,353 | $31.7M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Reduce -1.2% | 233,071 | $31.6M |
| Rockefeller Capital Management L.P. | 0.08% | Add +29.6% | 227,424 | $30.9M |
| Bank of Montreal | 0.02% | Reduce -0.9% | 210,513 | $28.6M |
| Baird Financial Group, Inc. | 0.05% | Reduce -1.1% | 210,301 | $28.5M |
| Stifel Financial Corp. | 0.03% | Reduce -16.3% | 207,091 | $28.1M |
| Orion Porfolio Solutions, LLC | 0.27% | Add +1.9% | 205,607 | $27.9M |
| Orion Portfolio Solutions, LLC | 0.27% | Add +1.9% | 205,607 | $27.9M |
| Mariner, LLC | 0.05% | Add +2.5% | 205,318 | $27.9M |
| Klingman & Associates, LLC | 1.68% | Reduce -1.0% | 202,040 | $27.4M |
| Flaharty Asset Management, LLC | 3.86% | Reduce -0.9% | 197,039 | $26.7M |
| Graves Light Lenhart Wealth, Inc. | 3.19% | Reduce -0.6% | 191,308 | $26.0M |
| United Capital Financial Advisors, LLC | 0.22% | Reduce -21.6% | 185,522 | $25.2M |
| NWF Advisory Services Inc. | 3.47% | Reduce -2.9% | 182,039 | $24.7M |
| Jackson, Grant Investment Advisers, Inc. | 9.10% | Reduce -1.9% | 173,259 | $23.5M |
| Steward Partners Investment Advisory, LLC | 0.20% | Add +2.8% | 167,874 | $22.8M |
| Baltimore-Washington Financial Advisors, Inc. | 1.19% | Add +3.3% | 162,558 | $22.1M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -18.0% | 148,406 | $20.1M |
| Capital Advisors, Ltd. LLC | 2.61% | Reduce -3.0% | 145,941 | $19.8M |
| Captrust Financial Advisors | 0.05% | Add +1.3% | 141,619 | $19.2M |
| Comerica Bank | 0.07% | Reduce -4.7% | 126,715 | $17.2M |
| TigerOak Management, L.L.C. | 6.50% | Add +1.3% | 124,159 | $16.8M |
| UMB Bank, n.a. | 0.26% | Reduce -8.9% | 118,397 | $16.1M |
| Private Advisor Group, LLC | 0.10% | Reduce -53.8% | 118,328 | $16.1M |
| Focus Partners Wealth | 0.04% | Add +0.3% | 116,256 | $15.8M |
| FMR LLC | 0.00% | Add +6.7% | 115,412 | $15.7M |
| Hubbell Strickland Wealth Management, LLC | 7.12% | Add +1.3% | 110,837 | $15.0M |
| Bokf, NA | 0.26% | Reduce -0.5% | 110,340 | $15.0M |
| Prosperity Consulting Group, LLC | 1.15% | Reduce -4.1% | 109,997 | $14.9M |
| Financial Counselors Inc. | 0.22% | Add +0.6% | 108,788 | $14.8M |
| Equitable Holdings, Inc. | 0.14% | Add +7.5% | 108,146 | $14.7M |
| Associated Banc-Corp | 0.45% | Reduce -0.5% | 107,959 | $14.6M |
| Northern Trust Corp. | 0.00% | Reduce -1.5% | 107,737 | $14.6M |
| Mesirow Financial Investment Management, Inc. | 0.27% | Add +1.4% | 104,104 | $14.1M |
| CRA Financial Services, LLC | 2.40% | Reduce -4.2% | 103,399 | $14.0M |
| Avantax Advisory Services, Inc. | 0.08% | Reduce -7.9% | 101,356 | $13.8M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2.06% | Reduce -1.8% | 99,601 | $13.5M |
| TD Private Client Wealth LLC | 0.37% | Reduce -13.7% | 99,275 | $13.5M |
| Regent Peak Wealth Advisors LLC | 3.11% | Reduce -7.5% | 97,187 | $13.2M |
| Ieq Capital, LLC | 0.10% | Add +92.9% | 97,042 | $13.2M |
| Sanctuary Advisors, LLC | 0.09% | Add +0.4% | 96,706 | $13.1M |
| KCM Investment Advisors LLC | 0.46% | Reduce -0.2% | 94,508 | $12.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +0.6% | 92,657 | $12.6M |
| Cibc World Market Inc. | 0.03% | Add +3.7% | 92,224 | $12.5M |
| Sard Wealth Management Group, LLC | 8.29% | Add +2.5% | 91,183 | $12.4M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -5.7% | 91,023 | $12.4M |
| Corient Private Wealth LP | 0.02% | Reduce -0.9% | 89,275 | $12.1M |
| Wesbanco Bank Inc. | 0.42% | Reduce -4.2% | 89,046 | $12.1M |
| Savant Capital, LLC | 0.10% | Reduce -1.6% | 85,552 | $11.6M |
| HB Wealth Management, LLC | 0.10% | Reduce -3.0% | 85,199 | $11.6M |
| National Bank of Canada | 0.01% | Reduce -5.6% | 84,562 | $11.5M |
| Sage Rhino Capital LLC | 2.63% | Reduce -1.0% | 83,665 | $11.4M |
| Evelyn Partners Investment Management (Europe) Ltd | 4.21% | Reduce -9.6% | 82,996 | $11.3M |
| Cwm, LLC | 0.04% | Reduce -9.0% | 82,664 | $11.2M |
| Cerity Partners LLC | 0.02% | Add +1.0% | 82,412 | $11.2M |
| NBT Bank, N.A. | 0.81% | Reduce -1.0% | 82,392 | $11.2M |
| World Investment Advisors | 0.29% | Reduce -1.4% | 81,292 | $11.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.26% | Reduce -3.3% | 80,659 | $10.9M |
| US Bancorp \de | 0.01% | Reduce -1.0% | 78,081 | $10.6M |
| Precedent Wealth Partners, LLC | 2.88% | Add +18.1% | 76,561 | $10.4M |
"% 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.