SS SPDR S&P Dividend ETFSDYETF
13F holders, Q4 2025 (December 31)1,237holders +63
68new positions
47sold out
5famous investors
$139.29avg. 13F price*
At the end of Q4 2025, 1,237 institutions reported holding SS SPDR S&P Dividend ETF (SDY) in their 13F filings, up 63 from Q3 2025. 68 opened new positions and 47 sold out. The largest holders were Bank of America Corp. ($1.0B), Morgan Stanley ($673.6M) and Raymond James Financial Inc. ($430.1M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 SERIES TRUST (Q4 2025)
- CUSIP
- 78464A763
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $31.2M |
| Exits | 47 | $23.0M |
All 13F filers, Q3 2025 → Q4 2025: 2,802,770 shares bought and 1,240,505 shares sold, net +1,562,265 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,237 holders
| Bank of America Corp. | 0.07% | Reduce -1.0% | 7,282,625 | $1.0B |
| Morgan Stanley | 0.04% | Add +2.0% | 4,840,696 | $673.6M |
| Raymond James Financial Inc. | 0.13% | Reduce -0.8% | 3,090,639 | $430.1M |
| LPL Financial LLC | 0.12% | Reduce -0.1% | 3,028,994 | $421.5M |
| Joel Isaacson & Co., LLC | 12.81% | Add +4.5% | 2,788,428 | $388.0M |
| Royal Bank of Canada | 0.05% | Reduce -0.2% | 2,143,898 | $298.3M |
| Wells Fargo & Company | 0.06% | Add +1.9% | 2,076,605 | $289.0M |
| UBS Group AG | 0.05% | Reduce -1.1% | 1,713,612 | $238.5M |
| Ameriprise Financial Inc. | 0.05% | Reduce -1.1% | 1,535,318 | $213.5M |
| JPMorgan Chase & Co. | 0.01% | Add +2.1% | 1,424,694 | $198.3M |
| Susquehanna International Group, LLP | 0.22% | Add +4107.8% | 1,176,575 | $163.7M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -0.6% | 1,079,523 | $150.2M |
| Richard Bernstein Advisors LLC | 4.17% | Reduce -2.0% | 1,018,684 | $141.8M |
| Bank of New York Mellon Corp | 0.02% | Add +0.3% | 954,596 | $132.8M |
| Commonwealth Equity Services, LLC | 0.17% | Reduce -3.5% | 932,453 | $129.8M |
| Cetera Investment Advisers | 0.12% | Add +0.9% | 799,885 | $111.3M |
| MAI Capital Management | 0.64% | Add +2.5% | 791,750 | $110.2M |
| Pathstone Holdings, LLC | 0.41% | Add +0.4% | 771,497 | $107.5M |
| Truist Financial Corp. | 0.14% | Reduce -1.3% | 737,711 | $102.7M |
| Destination Wealth Management | 2.38% | Reduce -6.4% | 653,748 | $91.0M |
| Janney Montgomery Scott LLC | 0.19% | Add +0.2% | 605,170 | $84.2M |
| Capital Investment Advisors, LLC | 1.07% | Reduce -1.5% | 502,568 | $69.9M |
| 1ST Source Bank | 3.54% | Reduce -20.1% | 485,458 | $67.6M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -17.2% | 483,570 | $67.3M |
| HighTower Advisors, LLC | 0.07% | Reduce -1.2% | 481,880 | $67.1M |
| Stifel Financial Corp. | 0.06% | Add +6.2% | 477,988 | $66.5M |
| Osaic Holdings, Inc. | 0.10% | Reduce -0.6% | 476,880 | $66.4M |
| Jones Financial Companies LLLP | 0.04% | Add +7.1% | 457,112 | $63.6M |
| Creative Planning | 0.04% | Reduce -5.0% | 442,161 | $61.5M |
| Elk River Wealth Management LLC | 9.40% | Add +0.8% | 421,724 | $58.5M |
| MML Investors Services, LLC | 0.14% | Add +0.2% | 406,721 | $56.6M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -1.6% | 372,401 | $53.0M |
| J.Safra Asset Management Corp | 2.58% | Add +3.4% | 353,863 | $49.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -0.8% | 331,646 | $46.2M |
| Coldstream Capital Management Inc. | 0.59% | Add +45.4% | 325,101 | $45.2M |
| Legacy Financial Group LLC | 5.50% | Add +0.7% | 291,534 | $44.5M |
| Moneta Group Investment Advisors LLC | 0.30% | Add +4.1% | 284,161 | $39.5M |
| Marino, Stram & Associates LLC | 7.04% | Reduce -0.6% | 279,825 | $38.9M |
| Linscomb Wealth, Inc. | 1.62% | Reduce -0.1% | 278,103 | $38.7M |
| Clearstead Advisors, LLC | 0.48% | Reduce -0.7% | 275,277 | $38.3M |
| Rockefeller Capital Management L.P. | 0.06% | Add +5.2% | 258,314 | $35.9M |
| Wolff Financial Management LLC | 7.95% | Add +2.8% | 254,175 | $35.4M |
| Nan Shan Life Insurance Co., Ltd. | 1.06% | No change | 247,496 | $34.4M |
| Baird Financial Group, Inc. | 0.05% | Add +24.2% | 244,654 | $34.0M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -2.1% | 233,826 | $32.5M |
| Steward Partners Investment Advisory, LLC | 0.17% | Add +1.7% | 220,100 | $30.6M |
| Kestra Advisory Services, LLC | 0.13% | Add +3.6% | 219,703 | $30.6M |
| Mariner, LLC | 0.04% | Reduce -0.8% | 219,138 | $30.5M |
| Lanham O'Dell & Company, Inc. | 8.70% | Add +9.2% | 217,246 | $30.2M |
| Flaharty Asset Management, LLC | 3.45% | Reduce -7.1% | 198,530 | $27.6M |
| Benjamin Edwards Inc. | 0.30% | Add +5.8% | 193,953 | $27.0M |
| Bank of Montreal | 0.01% | Reduce -1.3% | 192,215 | $26.7M |
| Klingman & Associates, LLC | 1.29% | Reduce -1.0% | 191,865 | $26.7M |
| United Capital Financial Advisors, LLC | 0.15% | Add +52.3% | 184,447 | $25.7M |
| NWF Advisory Services Inc. | 2.81% | Reduce -2.0% | 182,430 | $25.4M |
| Graves Light Lenhart Wealth, Inc. | 2.69% | Reduce -0.2% | 181,949 | $25.3M |
| Orion Porfolio Solutions, LLC | 0.18% | Reduce -8.8% | 178,845 | $24.9M |
| Jackson, Grant Investment Advisers, Inc. | 8.06% | Add +0.1% | 175,880 | $24.5M |
| Scotia Capital Inc. | 0.08% | Reduce -4.0% | 151,280 | $21.0M |
| BNP Paribas Financial Markets | 0.01% | Add +198.2% | 150,913 | $21.0M |
| Capital Advisors, Ltd. LLC | 2.29% | Reduce -0.6% | 145,641 | $20.3M |
| Captrust Financial Advisors | 0.04% | Reduce -0.9% | 135,966 | $18.9M |
| Equitable Holdings, Inc. | 0.13% | Add +6.6% | 134,020 | $18.7M |
| Focus Partners Wealth | 0.02% | Add +44.5% | 132,157 | $18.4M |
| TigerOak Management, L.L.C. | 5.28% | Reduce -0.9% | 124,372 | $17.3M |
| FMR LLC | 0.00% | Reduce -0.5% | 118,045 | $16.4M |
| Comerica Bank | 0.06% | Reduce -2.0% | 114,551 | $15.9M |
| Private Advisor Group, LLC | 0.07% | Add +5.5% | 114,377 | $15.9M |
| Midwest Trust Co | 0.20% | Add +2.5% | 113,533 | $15.8M |
| UMB Bank, n.a. | 0.21% | Reduce -2.6% | 111,417 | $15.5M |
| Mercer Global Advisors Inc. | 0.02% | Add +4.6% | 110,533 | $15.4M |
| &partners | 0.08% | Add +10.1% | 108,987 | $15.2M |
| Associated Banc-Corp | 0.39% | Add +1.9% | 108,878 | $15.2M |
| Hubbell Strickland Wealth Management, LLC | 5.85% | Reduce -0.9% | 104,437 | $14.5M |
| Cibc World Market Inc. | 0.03% | Add +11.9% | 103,701 | $14.4M |
| Bokf, NA | 0.22% | Add +0.6% | 102,079 | $14.2M |
| Corient Private Wealth LP | 0.02% | Add +27.9% | 99,888 | $13.9M |
| CRA Financial Services, LLC | 1.81% | Reduce -1.5% | 99,184 | $13.8M |
| Prosperity Consulting Group, LLC | 0.61% | Reduce -3.6% | 98,201 | $13.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2.7% | 98,057 | $13.6M |
| Regent Peak Wealth Advisors LLC | 2.63% | Reduce -2.4% | 95,924 | $13.3M |
| Sard Wealth Management Group, LLC | 7.32% | Add +2.3% | 95,884 | $13.3M |
| US Bancorp \de | 0.02% | Add +0.3% | 93,919 | $13.1M |
| Cerity Partners LLC | 0.02% | Add +29.5% | 93,790 | $13.1M |
| KCM Investment Advisors LLC | 0.42% | Reduce -1.1% | 92,651 | $12.9M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -0.1% | 91,591 | $12.7M |
| Mesirow Financial Investment Management, Inc. | 0.26% | Reduce -12.4% | 90,575 | $12.6M |
| HB Wealth Management, LLC | 0.08% | Add +0.9% | 89,293 | $12.4M |
| Americana Partners, LLC | 0.34% | Add +88.3% | 89,017 | $12.4M |
| M&T Bank Corp | 0.04% | Reduce -2.5% | 88,451 | $12.3M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.62% | Add +45.7% | 86,864 | $12.1M |
| Wesbanco Bank Inc. | 0.33% | Reduce -0.5% | 85,039 | $11.8M |
| MSH Capital Advisors LLC | 2.50% | Add +3.5% | 83,962 | $11.7M |
| TD Private Client Wealth LLC | 0.25% | Reduce -10.9% | 83,160 | $11.6M |
| National Bank of Canada | 0.01% | Reduce -1.1% | 82,747 | $11.5M |
| NBT Bank, N.A. | 0.74% | No change | 82,327 | $11.5M |
| Northern Trust Corp. | 0.00% | Reduce -13.1% | 81,089 | $11.3M |
| Savant Capital, LLC | 0.06% | Reduce -4.9% | 80,533 | $11.2M |
| World Investment Advisors | 0.18% | Add +9.2% | 80,205 | $11.2M |
| Sage Rhino Capital LLC | 2.06% | Add +1.0% | 78,414 | $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.