SS SPDR S&P Dividend ETFSDYETF
13F holders, Q1 2026 (March 31)1,241holders +4
70new positions
50sold out
6famous investors
$145.90avg. 13F price*
At the end of Q1 2026, 1,241 institutions reported holding SS SPDR S&P Dividend ETF (SDY) in their 13F filings, up 4 from Q4 2025. 70 opened new positions and 50 sold out. The largest holders were Bank of America Corp. ($1.1B), Morgan Stanley ($707.8M) and Raymond James Financial Inc. ($446.5M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 (Q1 2026)
- CUSIP
- 78464A763
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $44.1M |
| Exits | 50 | $93.7M |
All 13F filers, Q4 2025 → Q1 2026: 1,955,162 shares bought and 3,488,753 shares sold, net −1,533,591 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,241 holders
| Bank of America Corp. | 0.08% | Add +0.5% | 7,319,410 | $1.1B |
| Morgan Stanley | 0.04% | Add +0.2% | 4,849,841 | $707.8M |
| Raymond James Financial Inc. | 0.14% | Reduce -1.0% | 3,059,540 | $446.5M |
| LPL Financial LLC | 0.12% | Reduce -1.0% | 2,998,124 | $437.5M |
| Joel Isaacson & Co., LLC | 13.78% | Add +2.1% | 2,847,021 | $415.5M |
| Wells Fargo & Company | 0.06% | Add +5.9% | 2,199,849 | $321.0M |
| Royal Bank of Canada | 0.06% | Reduce -5.7% | 2,021,684 | $295.0M |
| UBS Group AG | 0.04% | Reduce -2.3% | 1,674,106 | $244.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.8% | 1,399,408 | $202.2M |
| Ameriprise Financial Inc. | 0.05% | Reduce -13.2% | 1,332,742 | $196.8M |
| Richard Bernstein Advisors LLC | 4.82% | Add +11.9% | 1,139,462 | $166.3M |
| Envestnet Asset Management Inc. | 0.04% | Add +2.2% | 1,103,411 | $161.0M |
| MAI Capital Management | 0.82% | Add +25.3% | 992,290 | $144.8M |
| Bank of New York Mellon Corp | 0.03% | Reduce -2.5% | 930,325 | $135.8M |
| Commonwealth Equity Services, LLC | 0.18% | Reduce -4.1% | 894,629 | $130.6M |
| Pathstone Holdings, LLC | 0.45% | Add +1.5% | 782,740 | $114.2M |
| Cetera Investment Advisers | 0.12% | Reduce -7.2% | 742,602 | $108.4M |
| Truist Financial Corp. | 0.14% | Reduce -3.8% | 709,668 | $103.6M |
| Destination Wealth Management | 2.39% | Reduce -3.7% | 629,425 | $91.9M |
| Janney Montgomery Scott LLC | 0.21% | Reduce -5.4% | 572,599 | $83.6M |
| Osaic Holdings, Inc. | 0.11% | Add +7.8% | 514,315 | $75.1M |
| Capital Investment Advisors, LLC | 1.06% | Reduce -1.5% | 495,043 | $72.2M |
| Jones Financial Companies LLLP | 0.03% | Add +6.4% | 486,196 | $70.3M |
| HighTower Advisors, LLC | 0.07% | Reduce -0.6% | 479,126 | $69.9M |
| Stifel Financial Corp. | 0.06% | Reduce -2.5% | 465,864 | $68.0M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -4.7% | 460,743 | $67.2M |
| 1ST Source Bank | 3.39% | Reduce -7.3% | 450,028 | $65.7M |
| Creative Planning | 0.04% | Reduce -0.7% | 439,196 | $64.1M |
| Elk River Wealth Management LLC | 10.24% | Add +0.2% | 422,523 | $61.7M |
| J.Safra Asset Management Corp | 2.90% | Add +4.1% | 368,501 | $53.8M |
| MML Investors Services, LLC | 0.14% | Reduce -13.5% | 351,909 | $51.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -0.8% | 328,838 | $48.0M |
| Mariner, LLC | 0.05% | Add +38.9% | 304,381 | $44.4M |
| Legacy Financial Group LLC | 5.35% | Reduce -0.0% | 291,421 | $42.5M |
| Moneta Group Investment Advisors LLC | 0.31% | Reduce -1.3% | 280,481 | $40.9M |
| Clearstead Advisors, LLC | 0.37% | Add +1.8% | 280,240 | $40.9M |
| Marino, Stram & Associates LLC | 7.31% | Reduce -0.4% | 278,651 | $40.7M |
| Rockefeller Capital Management L.P. | 0.07% | Add +3.6% | 267,702 | $39.1M |
| Wolff Financial Management LLC | 8.38% | Add +2.3% | 259,984 | $37.9M |
| Linscomb Wealth, Inc. | 1.67% | Reduce -7.6% | 256,908 | $37.5M |
| Baird Financial Group, Inc. | 0.06% | Add +4.3% | 255,207 | $37.2M |
| Kestra Advisory Services, LLC | 0.14% | Add +15.2% | 253,134 | $36.9M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -40.0% | 223,643 | $32.7M |
| Steward Partners Investment Advisory, LLC | 0.16% | Reduce -1.8% | 216,208 | $31.6M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -10.2% | 209,957 | $30.6M |
| Flaharty Asset Management, LLC | 3.58% | Reduce -0.5% | 197,469 | $28.8M |
| Benjamin Edwards Inc. | 0.28% | Add +0.6% | 195,067 | $28.5M |
| Klingman & Associates, LLC | 1.34% | Reduce -1.3% | 189,356 | $27.6M |
| Graves Light Lenhart Wealth, Inc. | 2.76% | Add +0.1% | 182,040 | $26.6M |
| NWF Advisory Services Inc. | 2.93% | Reduce -2.4% | 178,029 | $26.0M |
| United Capital Financial Advisors, LLC | 0.16% | Reduce -4.2% | 176,671 | $25.8M |
| Jackson, Grant Investment Advisers, Inc. | 8.55% | Reduce -0.2% | 175,514 | $25.6M |
| Bank of Montreal | 0.01% | Reduce -17.1% | 159,419 | $23.3M |
| Regent Peak Wealth Advisors LLC | 4.53% | Add +58.6% | 152,147 | $22.2M |
| Orion Porfolio Solutions, LLC | 0.19% | Reduce -15.6% | 150,882 | $22.0M |
| Scotia Capital Inc. | 0.09% | Reduce -0.5% | 150,559 | $22.0M |
| Captrust Financial Advisors | 0.04% | Add +7.1% | 145,619 | $21.3M |
| Capital Advisors, Ltd. LLC | 2.42% | Reduce -0.0% | 145,591 | $21.2M |
| Equitable Holdings, Inc. | 0.13% | Add +7.8% | 144,431 | $20.1M |
| Mercer Global Advisors Inc. | 0.03% | Add +18.2% | 130,628 | $19.1M |
| FMR LLC | 0.00% | Add +7.9% | 127,412 | $18.6M |
| Focus Partners Wealth | 0.02% | Reduce -4.6% | 126,135 | $18.3M |
| TigerOak Management, L.L.C. | 5.70% | Reduce -0.3% | 124,028 | $18.1M |
| Baltimore-Washington Financial Advisors, Inc. | 0.78% | Add +341.2% | 122,734 | $17.9M |
| Fifth Third Bancorp | 0.03% | Add +1558.7% | 115,078 | $16.8M |
| Private Advisor Group, LLC | 0.08% | Reduce -0.8% | 113,505 | $16.6M |
| Midwest Trust Co | 0.20% | Reduce -2.0% | 111,237 | $16.2M |
| Mesirow Financial Investment Management, Inc. | 0.26% | Add +21.7% | 110,265 | $16.1M |
| UMB Bank, n.a. | 0.22% | Reduce -2.1% | 109,023 | $15.9M |
| Bokf, NA | 0.24% | Add +5.6% | 107,806 | $15.7M |
| Associated Banc-Corp | 0.41% | Reduce -1.9% | 106,752 | $15.6M |
| Hubbell Strickland Wealth Management, LLC | 6.17% | Add +1.5% | 106,049 | $15.5M |
| BNP Paribas Financial Markets | 0.01% | Reduce -33.2% | 100,874 | $14.7M |
| Cerity Partners LLC | 0.02% | Add +6.2% | 99,605 | $14.5M |
| Prosperity Consulting Group, LLC | 0.63% | Reduce -0.8% | 97,411 | $14.2M |
| Sard Wealth Management Group, LLC | 7.63% | Add +0.3% | 96,139 | $14.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -2.3% | 95,803 | $14.0M |
| Sanctuary Advisors, LLC | 0.07% | Add +3.5% | 94,797 | $13.8M |
| CRA Financial Services, LLC | 1.77% | Reduce -5.6% | 93,591 | $13.7M |
| US Bancorp \de | 0.02% | Reduce -1.3% | 92,725 | $13.5M |
| KCM Investment Advisors LLC | 0.45% | Add +0.1% | 92,702 | $13.5M |
| MSH Capital Advisors LLC | 2.83% | Add +9.2% | 91,692 | $13.4M |
| Fund Evaluation Group, LLC | 0.40% | New | 89,489 | $13.1M |
| HB Wealth Management, LLC | 0.08% | Reduce -0.2% | 89,123 | $13.0M |
| &partners | 0.06% | Reduce -19.7% | 87,484 | $12.8M |
| TD Waterhouse Canada Inc. | 0.04% | Add +140.9% | 87,295 | $12.7M |
| Savant Capital, LLC | 0.06% | Add +7.7% | 86,766 | $12.7M |
| Cibc World Market Inc. | 0.02% | Reduce -17.3% | 85,753 | $12.5M |
| National Bank of Canada | 0.01% | Add +3.3% | 85,447 | $12.5M |
| M&T Bank Corp | 0.04% | Reduce -4.1% | 84,834 | $12.4M |
| Wesbanco Bank Inc. | 0.34% | Reduce -2.1% | 83,246 | $12.1M |
| Blair William & Co. | 0.03% | Add +7.2% | 82,756 | $12.1M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.62% | Reduce -5.4% | 82,189 | $12.0M |
| NBT Bank, N.A. | 0.78% | Reduce -0.5% | 81,952 | $12.0M |
| TD Private Client Wealth LLC | 0.24% | Reduce -3.4% | 80,317 | $11.7M |
| World Investment Advisors | 0.19% | Reduce -0.8% | 79,562 | $11.6M |
| IHT Wealth Management, LLC | 0.26% | Add +1.2% | 78,058 | $11.4M |
| Northern Trust Corp. | 0.00% | Reduce -4.0% | 77,839 | $11.4M |
| Sage Rhino Capital LLC | 2.11% | Reduce -1.4% | 77,288 | $11.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.21% | Reduce -1.2% | 76,476 | $11.2M |
"% 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.