SS SPDR S&P Dividend ETFSDYETF
13F holders, Q3 2025 (September 30)1,174holders −6
65new positions
62sold out
3famous investors
$140.00avg. 13F price*
At the end of Q3 2025, 1,174 institutions reported holding SS SPDR S&P Dividend ETF (SDY) in their 13F filings, down 6 from Q2 2025. 65 opened new positions and 62 sold out. The largest holders were Bank of America Corp. ($1.0B), Morgan Stanley ($664.5M) and Raymond James Financial Inc. ($436.5M). 3 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR S&P Dividend ETF
- Filed as
- SPDR SERIES TRUST (Q3 2025)
- CUSIP
- 78464A763
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $29.0M |
| Exits | 62 | $26.1M |
All 13F filers, Q2 2025 → Q3 2025: 1,366,222 shares bought and 2,101,526 shares sold, net −735,304 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,174 holders
| Bank of America Corp. | 0.08% | Reduce -0.7% | 7,356,574 | $1.0B |
| Morgan Stanley | 0.04% | Reduce -0.6% | 4,744,818 | $664.5M |
| Raymond James Financial Inc. | 0.14% | Reduce -0.5% | 3,116,544 | $436.5M |
| LPL Financial LLC | 0.12% | Add +0.7% | 3,031,473 | $424.6M |
| Joel Isaacson & Co., LLC | 13.48% | Add +0.8% | 2,667,060 | $373.5M |
| Royal Bank of Canada | 0.05% | Reduce -1.9% | 2,148,968 | $301.0M |
| Wells Fargo & Company | 0.06% | Reduce -2.8% | 2,037,033 | $285.3M |
| UBS Group AG | 0.05% | Add +10.5% | 1,732,685 | $242.7M |
| Ameriprise Financial Inc. | 0.05% | Reduce -3.2% | 1,552,981 | $217.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -3.9% | 1,395,059 | $195.4M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -10.4% | 1,085,812 | $152.1M |
| Richard Bernstein Advisors LLC | 4.12% | Reduce -3.3% | 1,039,379 | $144.3M |
| Commonwealth Equity Services, LLC | 0.18% | Reduce -7.0% | 966,738 | $135.4M |
| Bank of New York Mellon Corp | 0.02% | Reduce -3.9% | 951,759 | $133.3M |
| Cetera Investment Advisers | 0.13% | Add +13.3% | 792,925 | $111.0M |
| MAI Capital Management | 0.68% | Add +0.7% | 772,382 | $108.2M |
| Pathstone Holdings, LLC | 0.41% | Add +1.1% | 768,592 | $107.6M |
| Truist Financial Corp. | 0.14% | Reduce -7.7% | 747,741 | $104.7M |
| Destination Wealth Management | 2.69% | Reduce -0.1% | 698,199 | $97.8M |
| 1ST Source Bank | 4.49% | Reduce -16.9% | 607,596 | $85.1M |
| Janney Montgomery Scott LLC | 0.20% | Reduce -5.8% | 603,939 | $84.6M |
| PNC Financial Services Group, Inc. | 0.05% | Add +1.7% | 584,204 | $81.8M |
| Capital Investment Advisors, LLC | 1.18% | Reduce -0.8% | 510,320 | $71.5M |
| HighTower Advisors, LLC | 0.08% | Add +1.2% | 487,954 | $68.3M |
| Osaic Holdings, Inc. | 0.09% | Reduce -8.7% | 479,776 | $67.6M |
| Creative Planning | 0.05% | Reduce -5.4% | 465,437 | $65.2M |
| Stifel Financial Corp. | 0.06% | Add +0.5% | 449,976 | $63.0M |
| Jones Financial Companies LLLP | 0.04% | Add +11.9% | 426,827 | $59.5M |
| Elk River Wealth Management LLC | 9.39% | Add +1.3% | 418,417 | $58.6M |
| MML Investors Services, LLC | 0.15% | Reduce -2.6% | 405,750 | $56.8M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +1.0% | 378,417 | $53.1M |
| J.Safra Asset Management Corp | 2.91% | Reduce -5.1% | 342,360 | $47.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.1% | 334,267 | $46.8M |
| Legacy Financial Group LLC | 5.31% | Add +1.1% | 289,628 | $40.6M |
| Marino, Stram & Associates LLC | 7.09% | Add +0.6% | 281,487 | $39.4M |
| Linscomb Wealth, Inc. | 1.68% | Reduce -2.0% | 278,363 | $39.0M |
| Clearstead Advisors, LLC | 0.57% | Reduce -1.0% | 277,169 | $38.8M |
| Moneta Group Investment Advisors LLC | 0.30% | Reduce -2.1% | 272,977 | $38.2M |
| Nan Shan Life Insurance Co., Ltd. | 0.74% | No change | 247,496 | $34.7M |
| Wolff Financial Management LLC | 8.04% | Add +3.8% | 247,239 | $34.6M |
| Rockefeller Capital Management L.P. | 0.07% | Add +6.3% | 245,596 | $34.4M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +5.5% | 238,804 | $33.4M |
| Coldstream Capital Management Inc. | 0.42% | Add +126.6% | 223,525 | $31.3M |
| Mariner, LLC | 0.04% | Add +2.5% | 220,817 | $30.9M |
| Steward Partners Investment Advisory, LLC | 0.17% | Add +7.8% | 216,449 | $30.3M |
| Flaharty Asset Management, LLC | 3.80% | Add +3.8% | 213,700 | $29.9M |
| Kestra Advisory Services, LLC | 0.14% | Add +26.4% | 212,097 | $29.7M |
| Lanham O'Dell & Company, Inc. | 8.87% | Add +85.2% | 198,967 | $27.9M |
| Baird Financial Group, Inc. | 0.04% | Reduce -2.9% | 196,979 | $27.6M |
| Orion Porfolio Solutions, LLC | 0.21% | Reduce -4.4% | 196,119 | $27.5M |
| Bank of Montreal | 0.01% | Reduce -5.6% | 194,713 | $27.3M |
| Klingman & Associates, LLC | 1.37% | Reduce -0.7% | 193,866 | $27.2M |
| NWF Advisory Services Inc. | 2.86% | Add +2.1% | 186,117 | $26.1M |
| Benjamin Edwards Inc. | 0.29% | Reduce -2.3% | 183,386 | $25.7M |
| Graves Light Lenhart Wealth, Inc. | 2.83% | Reduce -3.9% | 182,363 | $25.5M |
| Jackson, Grant Investment Advisers, Inc. | 8.22% | Add +2.5% | 175,650 | $24.6M |
| Scotia Capital Inc. | 0.09% | Reduce -1.2% | 157,597 | $22.1M |
| Capital Advisors, Ltd. LLC | 2.32% | Reduce -0.0% | 146,482 | $20.5M |
| Captrust Financial Advisors | 0.04% | Reduce -3.3% | 137,149 | $19.2M |
| Equitable Holdings, Inc. | 0.13% | Add +7.6% | 125,712 | $17.6M |
| TigerOak Management, L.L.C. | 5.46% | Reduce -0.0% | 125,547 | $17.6M |
| United Capital Financial Advisors, LLC | 0.12% | Reduce -22.6% | 121,087 | $17.0M |
| FMR LLC | 0.00% | Add +5.0% | 118,631 | $16.6M |
| Comerica Bank | 0.06% | Reduce -0.8% | 116,937 | $16.4M |
| UMB Bank, n.a. | 0.24% | Reduce -1.9% | 114,412 | $16.0M |
| Midwest Trust Co | 0.20% | Reduce -1.9% | 110,741 | $15.5M |
| Private Advisor Group, LLC | 0.07% | Reduce -1.0% | 108,418 | $15.2M |
| Associated Banc-Corp | 0.39% | Reduce -0.5% | 106,833 | $15.0M |
| Mercer Global Advisors Inc. | 0.02% | Add +16.6% | 105,671 | $14.8M |
| Hubbell Strickland Wealth Management, LLC | 6.07% | Reduce -2.3% | 105,388 | $14.8M |
| Mesirow Financial Investment Management, Inc. | 0.26% | Add +1.1% | 103,444 | $14.5M |
| Cwm, LLC | 0.04% | Add +31.3% | 102,350 | $14.3M |
| Prosperity Consulting Group, LLC | 0.70% | Reduce -3.8% | 101,849 | $14.3M |
| Bokf, NA | 0.21% | Reduce -7.8% | 101,457 | $14.2M |
| CRA Financial Services, LLC | 1.93% | Reduce -1.5% | 100,719 | $14.1M |
| &partners | 0.09% | Reduce -1.4% | 98,989 | $13.9M |
| Regent Peak Wealth Advisors LLC | 2.76% | — | 98,285 | $13.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.6% | 95,443 | $13.4M |
| Sard Wealth Management Group, LLC | 7.49% | Add +0.5% | 93,772 | $13.1M |
| KCM Investment Advisors LLC | 0.43% | Reduce -0.1% | 93,711 | $13.1M |
| US Bancorp \de | 0.02% | Reduce -1.0% | 93,625 | $13.1M |
| TD Private Client Wealth LLC | 0.29% | Reduce -4.9% | 93,300 | $13.1M |
| Northern Trust Corp. | 0.00% | Reduce -11.2% | 93,268 | $13.1M |
| Cibc World Market Inc. | 0.03% | Reduce -1.8% | 92,628 | $13.0M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -0.2% | 91,643 | $12.8M |
| Focus Partners Wealth | 0.02% | Reduce -21.4% | 91,475 | $12.8M |
| M&T Bank Corp | 0.04% | Add +50.2% | 90,748 | $12.7M |
| HB Wealth Management, LLC | 0.08% | Add +3.4% | 88,470 | $12.4M |
| Wesbanco Bank Inc. | 0.33% | Reduce -2.8% | 85,460 | $12.0M |
| Savant Capital, LLC | 0.07% | Add +0.3% | 84,710 | $11.9M |
| National Bank of Canada | 0.01% | Add +4.2% | 83,636 | $11.7M |
| NewEdge Advisors, LLC | 0.05% | Add +27.6% | 83,249 | $11.7M |
| NBT Bank, N.A. | 0.75% | Reduce -0.1% | 82,327 | $11.5M |
| MSH Capital Advisors LLC | 3.04% | Add +2.4% | 81,104 | $11.4M |
| Precedent Wealth Partners, LLC | 2.43% | Add +3.0% | 78,673 | $11.0M |
| Corient Private Wealth LP | 0.02% | Reduce -4.3% | 78,079 | $10.9M |
| IHT Wealth Management, LLC | 0.28% | Reduce -3.2% | 77,798 | $10.9M |
| Sage Rhino Capital LLC | 2.10% | Reduce -1.1% | 77,619 | $10.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.21% | Reduce -3.6% | 77,305 | $10.8M |
| Kitching Partners, LLC | 10.07% | Add +2.5% | 76,127 | $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.