SS SPDR S&P Dividend ETFSDYETF
13F holders, Q2 2025 (June 30)1,180holders +4
56new positions
50sold out
5famous investors
$135.78avg. 13F price*
At the end of Q2 2025, 1,180 institutions reported holding SS SPDR S&P Dividend ETF (SDY) in their 13F filings, up 4 from Q1 2025. 56 opened new positions and 50 sold out. The largest holders were Bank of America Corp. ($1.0B), Morgan Stanley ($647.6M) and Raymond James Financial Inc. ($425.3M). 5 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2025)
- CUSIP
- 78464A763
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $47.0M |
| Exits | 50 | $53.7M |
All 13F filers, Q1 2025 → Q2 2025: 2,393,838 shares bought and 2,314,258 shares sold, net +79,580 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,180 holders
| Bank of America Corp. | 0.08% | Reduce -1.8% | 7,404,602 | $1.0B |
| Morgan Stanley | 0.04% | Reduce -1.9% | 4,771,143 | $647.6M |
| Raymond James Financial Inc. | 0.15% | Add +4.0% | 3,133,413 | $425.3M |
| LPL Financial LLC | 0.14% | Add +9.0% | 3,011,061 | $408.7M |
| Joel Isaacson & Co., LLC | 14.60% | Add +3.4% | 2,644,937 | $359.0M |
| Royal Bank of Canada | 0.06% | Reduce -7.7% | 2,189,622 | $297.2M |
| Wells Fargo & Company | 0.06% | Add +3.0% | 2,094,565 | $284.3M |
| Ameriprise Financial Inc. | 0.05% | Reduce -3.6% | 1,604,371 | $217.5M |
| UBS Group AG | 0.04% | Reduce -2.9% | 1,567,632 | $212.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -0.2% | 1,451,468 | $197.0M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -0.7% | 1,211,883 | $164.5M |
| Richard Bernstein Advisors LLC | 3.60% | Reduce -7.2% | 1,075,337 | $146.0M |
| Commonwealth Equity Services, LLC | 0.19% | Reduce -6.5% | 1,039,685 | $141.1M |
| Bank of New York Mellon Corp | 0.03% | Reduce -3.4% | 990,007 | $134.4M |
| Truist Financial Corp. | 0.16% | Reduce -2.5% | 810,035 | $109.9M |
| MAI Capital Management | 0.72% | Add +2.5% | 767,082 | $104.1M |
| Pathstone Holdings, LLC | 0.41% | Add +0.6% | 760,212 | $103.2M |
| 1ST Source Bank | 5.47% | Reduce -0.9% | 731,200 | $99.2M |
| Cetera Investment Advisers | 0.16% | Add +0.6% | 699,649 | $95.0M |
| Destination Wealth Management | 2.78% | Reduce -0.5% | 698,829 | $94.9M |
| Janney Montgomery Scott LLC | 0.23% | Reduce -5.8% | 641,404 | $87.1M |
| PNC Financial Services Group, Inc. | 0.05% | Add +35.0% | 574,419 | $78.0M |
| Osaic Holdings, Inc. | 0.13% | Add +15.8% | 525,676 | $71.4M |
| Capital Investment Advisors, LLC | 1.24% | Reduce -1.2% | 514,569 | $70.4M |
| Creative Planning | 0.06% | Add +6.0% | 492,188 | $66.8M |
| HighTower Advisors, LLC | 0.08% | Reduce -3.0% | 482,267 | $65.5M |
| Stifel Financial Corp. | 0.06% | Add +116.2% | 447,623 | $60.8M |
| MML Investors Services, LLC | 0.16% | Add +2.1% | 416,482 | $56.5M |
| Elk River Wealth Management LLC | 9.65% | Add +0.6% | 413,123 | $56.1M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +1.1% | 374,733 | $52.0M |
| Jones Financial Companies LLLP | 0.04% | Add +15.0% | 381,284 | $51.6M |
| J.Safra Asset Management Corp | 3.41% | Add +1.4% | 360,888 | $49.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -1.3% | 341,388 | $46.3M |
| Legacy Financial Group LLC | 5.43% | Reduce -22.2% | 286,592 | $38.9M |
| Linscomb Wealth, Inc. | 1.77% | Reduce -0.9% | 283,959 | $38.5M |
| Clearstead Advisors, LLC | 0.53% | Add +2.2% | 280,059 | $38.0M |
| Marino, Stram & Associates LLC | 7.66% | Add +1.4% | 279,737 | $38.0M |
| Moneta Group Investment Advisors LLC | 0.45% | Reduce -14.6% | 278,925 | $37.9M |
| Nan Shan Life Insurance Co., Ltd. | 0.75% | No change | 247,496 | $33.6M |
| Rockefeller Capital Management L.P. | 0.07% | Add +1.6% | 231,045 | $32.7M |
| Wolff Financial Management LLC | 8.35% | Add +2.0% | 238,116 | $32.3M |
| Assetmark, Inc. | 0.08% | Reduce -2.1% | 237,779 | $32.3M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -2.9% | 226,252 | $30.7M |
| Mariner, LLC | 0.04% | Add +4.9% | 215,448 | $29.2M |
| Bank of Montreal | 0.01% | Reduce -2.1% | 206,183 | $28.0M |
| Flaharty Asset Management, LLC | 3.82% | Add +4.5% | 205,947 | $28.0M |
| Orion Porfolio Solutions, LLC | 0.24% | Reduce -0.2% | 205,196 | $27.9M |
| Baird Financial Group, Inc. | 0.05% | Reduce -3.6% | 202,773 | $27.5M |
| Steward Partners Investment Advisory, LLC | 0.21% | Add +19.6% | 200,793 | $27.3M |
| Klingman & Associates, LLC | 1.46% | Reduce -3.4% | 195,246 | $26.5M |
| Graves Light Lenhart Wealth, Inc. | 3.07% | Reduce -0.8% | 189,852 | $25.8M |
| Benjamin Edwards Inc. | 0.32% | Add +851.4% | 187,705 | $25.5M |
| NWF Advisory Services Inc. | 2.95% | Add +0.1% | 182,317 | $24.7M |
| Jackson, Grant Investment Advisers, Inc. | 8.54% | Reduce -1.1% | 171,313 | $23.3M |
| Kestra Advisory Services, LLC | 0.11% | Add +13.1% | 167,863 | $22.8M |
| Baltimore-Washington Financial Advisors, Inc. | 1.03% | Add +0.5% | 163,402 | $22.2M |
| Scotia Capital Inc. | 0.10% | Reduce -32.2% | 159,493 | $21.6M |
| United Capital Financial Advisors, LLC | 0.17% | Reduce -15.7% | 156,359 | $21.2M |
| Capital Advisors, Ltd. LLC | 2.45% | Add +0.4% | 146,498 | $19.9M |
| Captrust Financial Advisors | 0.04% | Add +0.1% | 141,762 | $19.2M |
| TigerOak Management, L.L.C. | 5.84% | Add +1.2% | 125,602 | $17.0M |
| Comerica Bank | 0.06% | Reduce -6.9% | 117,933 | $16.0M |
| Equitable Holdings, Inc. | 0.13% | Add +8.0% | 116,784 | $15.9M |
| UMB Bank, n.a. | 0.25% | Reduce -1.5% | 116,618 | $15.8M |
| Focus Partners Wealth | 0.03% | Add +0.2% | 116,446 | $15.8M |
| FMR LLC | 0.00% | Reduce -2.1% | 112,981 | $15.3M |
| Midwest Trust Co | 0.21% | — | 112,866 | $15.3M |
| Bokf, NA | 0.24% | Reduce -0.3% | 110,033 | $14.9M |
| Private Advisor Group, LLC | 0.08% | Reduce -7.5% | 109,502 | $14.9M |
| Hubbell Strickland Wealth Management, LLC | 6.46% | Reduce -2.7% | 107,869 | $14.6M |
| Lanham O'Dell & Company, Inc. | 6.16% | New | 107,431 | $14.6M |
| Associated Banc-Corp | 0.41% | Reduce -0.6% | 107,361 | $14.6M |
| Prosperity Consulting Group, LLC | 1.05% | Reduce -3.8% | 105,821 | $14.4M |
| Northern Trust Corp. | 0.00% | Reduce -2.5% | 105,031 | $14.3M |
| Mesirow Financial Investment Management, Inc. | 0.27% | Reduce -1.7% | 102,333 | $13.9M |
| CRA Financial Services, LLC | 2.12% | Reduce -1.1% | 102,235 | $13.9M |
| BNP Paribas Financial Markets | 0.01% | Add +7180.4% | 101,489 | $13.8M |
| Avantax Advisory Services, Inc. | 0.07% | Reduce -0.8% | 100,578 | $13.7M |
| &partners | 0.10% | Add +60.1% | 100,343 | $13.6M |
| Coldstream Capital Management Inc. | 0.22% | Add +2198.7% | 98,661 | $13.4M |
| TD Private Client Wealth LLC | 0.33% | Reduce -1.2% | 98,106 | $13.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +4.7% | 96,993 | $13.2M |
| US Bancorp \de | 0.02% | Add +21.2% | 94,604 | $12.8M |
| Cibc World Market Inc. | 0.03% | Add +2.3% | 94,309 | $12.8M |
| KCM Investment Advisors LLC | 0.43% | Reduce -0.8% | 93,759 | $12.7M |
| Sard Wealth Management Group, LLC | 7.80% | Add +2.3% | 93,275 | $12.7M |
| Sanctuary Advisors, LLC | 0.08% | Reduce -5.0% | 91,819 | $12.5M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -0.4% | 90,620 | $12.3M |
| Wesbanco Bank Inc. | 0.35% | Reduce -1.3% | 87,936 | $11.9M |
| HB Wealth Management, LLC | 0.09% | Add +0.4% | 85,543 | $11.6M |
| Savant Capital, LLC | 0.08% | Reduce -1.3% | 84,435 | $11.5M |
| NBT Bank, N.A. | 0.77% | No change | 82,392 | $11.2M |
| Corient Private Wealth LP | 0.01% | Reduce -8.6% | 81,580 | $11.1M |
| World Investment Advisors | 0.25% | Reduce -0.6% | 80,808 | $11.0M |
| IHT Wealth Management, LLC | 0.30% | Add +8.6% | 80,376 | $10.9M |
| National Bank of Canada | 0.01% | Reduce -5.1% | 80,276 | $10.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.23% | Reduce -0.6% | 80,175 | $10.9M |
| MSH Capital Advisors LLC | 3.10% | Add +6.6% | 79,205 | $10.8M |
| Evelyn Partners Investment Management (Europe) Ltd | 3.84% | Reduce -5.1% | 78,799 | $10.7M |
| Sage Rhino Capital LLC | 2.25% | Reduce -6.2% | 78,470 | $10.7M |
"% 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.