Who owns SPDR S&P Dividend?
- Ticker: SDY
- CUSIP Number: 78464A763
Tip: Access positions for across all investors
Analyze quarterly positions in SPDR S&P Dividend with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of SPDR S&P Dividend stock
Who bought or sold SPDR S&P Dividend this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 8.1M | $1.1B | -7% | Mar 2024 |
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| Morgan Stanley | 4.8M | $738M | -9% | Mar 2024 |
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| LPL Financial | 2.9M | $387M | -8% | Mar 2024 |
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| Royal Bank of Canada | 2.5M | $329M | -4% | Mar 2024 |
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| Joel Isaacson & Co | 2.4M | $313M | 1% | Mar 2024 |
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| Raymond James & Associates | 2.3M | $302M | -1% | Mar 2024 |
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| Ameriprise Financial | 2.1M | $282M | -30% | Mar 2024 |
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| Wells Fargo & Company | 1.9M | $247M | -1% | Mar 2024 |
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| UBS Group | 1.8M | $239M | -9% | Mar 2024 |
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| Envestnet Asset Management | 1.3M | $176M | -25% | Mar 2024 |
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| Richard Bernstein Advisors | 1.3M | $176M | -11% | Mar 2024 |
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| Commonwealth Equity Services | 1.2M | $154M | -4% | Mar 2024 |
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| Bank of New York Mellon | 1.2M | $153M | -9% | Mar 2024 |
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| Jpmorgan Chase & Co | 1.1M | $147M | -52% | Mar 2024 |
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| Janney Montgomery Scott | 1.1M | $142M | -3% | Mar 2024 |
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| Raymond James Financial Services Advisors | 983k | $129M | -4% | Mar 2024 |
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| Branch Banking & Trust Company | 977k | $128M | -8% | Mar 2024 |
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| Pathstone Holdings | 782k | $103M | 3% | Mar 2024 |
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| 1st Source Bank | 761k | $100M | -12% | Mar 2024 |
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| Capital Investment Advisors | 564k | $74M | -3% | Mar 2024 |
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| Advisor Group Holdings | 542k | $71M | -2% | Mar 2024 |
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| MAI Wealth Advisors | 527k | $69M | 1% | Mar 2024 |
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| Vanguard Group | 517k | $68M | 0% | Mar 2024 |
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| HighTower Advisors | 509k | $67M | -4% | Mar 2024 |
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| Pnc Financial Services | 462k | $61M | 1% | Mar 2024 |
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| Creative Planning | 457k | $60M | -9% | Mar 2024 |
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| Goldman Sachs Group | 418k | $55M | -2% | Mar 2024 |
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| Legacy Financial Group | 394k | $52M | 1575% | Mar 2024 |
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| Cambridge Investment Research Advisors | 373k | $49M | -5% | Mar 2024 |
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| Elk River Wealth Management | 363k | $48M | -11% | Mar 2024 |
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| J.Safra Asset Management | 332k | $44M | 5% | Mar 2024 |
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| Linscomb & Williams | 321k | $40M | -5% | Dec 2023 |
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| Moneta Group Investment Advisors | 317k | $40M | -3% | Dec 2023 |
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| United Capital Financial Advisers | 298k | $39M | -1% | Mar 2024 |
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| Nan Shan Life Insurance | 283k | $37M | 100% | Mar 2024 |
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| Orion Portfolio Solutions | 283k | $37M | -7% | Mar 2024 |
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| O'Dell Group | 272k | $36M | -3% | Mar 2024 |
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| Marino, Stram & Associates | 267k | $35M | -2% | Mar 2024 |
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| Hartland & Co | 249k | $31M | -13% | Dec 2023 |
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| Graves-Light Private Wealth Management | 237k | $31M | -1% | Mar 2024 |
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| Baird Financial | 231k | $29M | 0% | Dec 2023 |
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| Bank Of Montreal | 229k | $30M | -6% | Mar 2024 |
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| Wolff Financial Management | 220k | $29M | 2% | Mar 2024 |
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| Mariner Wealth Advisors | 216k | $28M | -3% | Mar 2024 |
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| Klingman & Associates | 211k | $28M | 0% | Mar 2024 |
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| Stifel Financial | 207k | $27M | 1% | Mar 2024 |
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| Scotia Capital | 206k | $26M | -1% | Dec 2023 |
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| Rockefeller Capital Management | 191k | $24M | 13% | Dec 2023 |
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| Jackson, Grant Investment Advisers | 176k | $23M | 10% | Mar 2024 |
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| Flaharty Asset Management | 175k | $22M | 2% | Dec 2023 |
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| Kestra Advisory Services | 175k | $22M | 0% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 169k | $22M | -11% | Mar 2024 |
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| Hyperion Partners | 169k | $22M | 3% | Mar 2024 |
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| Huntington National Bank | 167k | $22M | -2% | Mar 2024 |
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| Capital Advisors | 163k | $21M | -2% | Mar 2024 |
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| Umb Bank N A | 158k | $21M | -14% | Mar 2024 |
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| Captrust Financial Advisors | 145k | $19M | -30% | Mar 2024 |
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| Steward Partners Investment Advisory | 144k | $19M | 2% | Mar 2024 |
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| Private Advisor | 142k | $19M | -4% | Mar 2024 |
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| Brian McDonald | 137k | $18M | -10% | Mar 2024 |
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| Susquehanna International | 136k | $18M | -18% | Mar 2024 |
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| Atria Wealth Solutions | 131k | $17M | -1% | Mar 2024 |
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| Baltimore-Washington Financial Advisors | 130k | $17M | 10% | Mar 2024 |
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| Prosperity Consulting Group | 129k | $17M | 132% | Mar 2024 |
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| Bank Of Oklahoma National Association / | 123k | $16M | -3% | Mar 2024 |
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| CWM | 119k | $16M | 105% | Mar 2024 |
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| CRA Financial Services | 117k | $15M | -1% | Mar 2024 |
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| Associated Banc- | 116k | $15M | -1% | Mar 2024 |
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| Financial Counselors | 115k | $15M | -6% | Mar 2024 |
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| Hubbell Strickland Wealth Management | 110k | $15M | -2% | Mar 2024 |
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| ProVise Management Group | 109k | $14M | -35% | Mar 2024 |
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| H D Vest Advisory Services | 107k | $14M | -2% | Mar 2024 |
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| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 106k | $14M | -4% | Mar 2024 |
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| Mercer Global Advisors | 101k | $13M | -43% | Mar 2024 |
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| Northern Trust | 100k | $13M | -4% | Mar 2024 |
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| HB Wealth Management | 99k | $13M | -1% | Mar 2024 |
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| CIBC World Markets | 99k | $13M | 6% | Mar 2024 |
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| Sar Wealth Management Group | 99k | $13M | 1% | Mar 2024 |
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| KCM Investment Advisors | 97k | $13M | -8% | Mar 2024 |
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| FMR | 97k | $13M | 22% | Mar 2024 |
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| Mesirow Financial Investment Management International Equity | 97k | $13M | 100% | Mar 2024 |
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| NBT Bank | 96k | $13M | -1% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 95k | $12M | 2% | Mar 2024 |
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| Wesbanco Trust And Investments | 93k | $12M | 0% | Mar 2024 |
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| Savant Capital Management | 92k | $12M | -2% | Mar 2024 |
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| BKD Wealth Advisors | 90k | $12M | -1% | Mar 2024 |
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| EisnerAmper Wealth Management Corporate Benefits | 85k | $11M | -10% | Dec 2023 |
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| Regent Peak Wealth Advisors | 85k | $11M | -12% | Mar 2024 |
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| Sage Rhino Capital | 85k | $11M | 1% | Mar 2024 |
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| Salomon & Ludwin | 83k | $11M | -5% | Mar 2024 |
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| Ironwood Wealth Management | 83k | $11M | 1% | Mar 2024 |
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| Us Bancorp | 83k | $11M | -12% | Mar 2024 |
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| Summit Investment Advisors | 83k | $11M | 2% | Mar 2024 |
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| AlTi Global | 81k | $11M | 0% | Mar 2024 |
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| Colony | 79k | $10M | 31% | Mar 2024 |
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| William Blair $ Company | 78k | $10M | -5% | Mar 2024 |
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| Citadel Advisors | 76k | $10M | 76% | Mar 2024 |
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| CI Private Wealth | 76k | $9.9M | -14% | Mar 2024 |
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| Goss Wealth Management | 73k | $9.6M | -29% | Mar 2024 |
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| Neumann Capital Management | 73k | $9.5M | 1% | Mar 2024 |
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| RWM Asset Management | 71k | $9.4M | 0% | Mar 2024 |
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| Wellspring Financial Advisors | 71k | $9.4M | -22% | Mar 2024 |
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| First National Corp | 71k | $8.9M | 0% | Mar 2024 |
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| Dynamic Advisors Solutions | 71k | $9.3M | -4% | Mar 2024 |
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| Apexium Financial | 70k | $9.2M | -3% | Mar 2024 |
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| Simmons Bank | 69k | $8.6M | -2% | Dec 2023 |
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| Mission Wealth Management | 68k | $8.9M | -1% | Mar 2024 |
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| Altus Wealth Group | 67k | $8.8M | -11% | Mar 2024 |
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| CX Institutional | 66k | $8.7M | -2% | Mar 2024 |
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| MONECO Advisors | 65k | $8.6M | 1% | Mar 2024 |
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| Brown Advisory Holdings Incorporated | 65k | $8.5M | -19% | Mar 2024 |
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| Peapack Gladstone Financial Corp | 64k | $8.4M | -3% | Mar 2024 |
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| Raymond James Trust | 64k | $8.4M | -5% | Mar 2024 |
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| Albion Financial Group | 64k | $8.3M | 3% | Mar 2024 |
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| Financial Advocates Investment Management | 63k | $8.3M | -3% | Mar 2024 |
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| CliftonLarsonAllen Wealth Advisors | 62k | $8.1M | 0% | Mar 2024 |
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| Smithfield Trust Company | 61k | $7.9M | -1% | Mar 2024 |
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| HPM Partners | 61k | $8.0M | -25% | Mar 2024 |
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| Parcion Private Wealth | 61k | $7.9M | -43% | Mar 2024 |
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| Precedent Wealth Partners | 60k | $7.9M | -2% | Mar 2024 |
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| Greenleaf Trust | 60k | $7.9M | -6% | Mar 2024 |
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| Franklin Resources | 59k | $7.8M | -3% | Mar 2024 |
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| American Money Management | 59k | $7.7M | -1% | Mar 2024 |
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| Atlantic Trust | 59k | $7.7M | -5% | Mar 2024 |
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| Taylor, Cottrill, Erickson & Associates | 59k | $7.7M | 0% | Mar 2024 |
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| Johnson & White Wealth Management | 58k | $7.3M | 3% | Dec 2023 |
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| Miracle Mile Advisors | 57k | $7.5M | 2949% | Mar 2024 |
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| Alliancebernstein | 56k | $7.0M | -3% | Dec 2023 |
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| Aries Wealth Management | 56k | $7.4M | 2% | Mar 2024 |
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| M^T Bank Corporation | 56k | $7.3M | -9% | Mar 2024 |
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| Sontag Advisory | 55k | $7.2M | -7% | Mar 2024 |
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| Gunma Bank | 55k | $7.2M | 100% | Mar 2024 |
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| Regions Bank | 55k | $7.2M | -1% | Mar 2024 |
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| Cornerstone Wealth Management | 54k | $7.1M | 4% | Mar 2024 |
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| Whittier Trust | 54k | $7.1M | -8% | Mar 2024 |
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| Stratos Wealth Partners | 54k | $7.1M | -3% | Mar 2024 |
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| Strategic Family Wealth Counselors | 54k | $6.7M | 6% | Dec 2023 |
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| J.w. Cole Advisors | 53k | $7.0M | -4% | Mar 2024 |
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| Lincoln National | 53k | $7.0M | -2% | Mar 2024 |
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| Peterson Wealth Management | 52k | $6.9M | -17% | Mar 2024 |
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| Citigroup | 51k | $6.7M | 147% | Mar 2024 |
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| Aspen Grove Capital | 51k | $6.7M | -1% | Mar 2024 |
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| Kitching Partners | 51k | $6.6M | 100% | Mar 2024 |
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| Jane Street | 50k | $6.6M | 85% | Mar 2024 |
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| Private Wealth Group | 50k | $6.5M | -9% | Mar 2024 |
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| Americana Partners | 49k | $6.4M | -10% | Mar 2024 |
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| Northern Oak Capital Management | 49k | $6.4M | -1% | Mar 2024 |
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| Oppenheimer & Co | 48k | $6.3M | -1% | Mar 2024 |
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| Citizens Financial Group | 48k | $5.9M | 0% | Mar 2024 |
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| Alpha Cubed Investments | 47k | $6.2M | -2% | Mar 2024 |
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| Shulman DeMeo Asset Management | 47k | $6.2M | -2% | Mar 2024 |
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| National Bank Of Canada /fi/ | 47k | $5.9M | 0% | Dec 2023 |
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| TL Private Wealth | 47k | $6.1M | -1% | Mar 2024 |
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| Flagship Harbor Advisors | 46k | $6.0M | -14% | Mar 2024 |
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| Cornerstone Advisory | 45k | $5.9M | -9% | Mar 2024 |
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| Ameritas Advisory Services | 44k | $5.4M | -22% | Dec 2023 |
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| Beacon Pointe Advisors | 36k | $4.5M | -23% | Dec 2023 |
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| Denver Wealth Management | 33k | $4.4M | -58% | Mar 2024 |
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| Mycio Wealth Partners | 32k | $4.2M | -33% | Mar 2024 |
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| Prime Capital Investment Advisors | 32k | $4.0M | -35% | Dec 2023 |
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| Cadent Capital Advisors | 26k | $3.5M | -75% | Mar 2024 |
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| Qube Research & Technologies | 26k | $3.4M | -44% | Mar 2024 |
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| Stephens | 25k | $3.3M | -61% | Mar 2024 |
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| Thrivent Financial for Lutherans | 23k | $3.0M | -79% | Mar 2024 |
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| Roble, Belko & Company | 19k | $2.5M | -86% | Mar 2024 |
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| Hollencrest Securities | 15k | $2.0M | -84% | Mar 2024 |
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| Adamsbrown Wealth Consultants | 9.9k | $1.3M | -88% | Mar 2024 |
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Who sold out of SPDR S&P Dividend?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Mizuho Corporate Bank | Sep 2023 | 380k | $47M |
| Argent Capital Management | Dec 2023 | 121k | $15M |
| Pecaut & Co. | Dec 2023 | 54k | $6.8M |
| Janney Capital Management | Dec 2023 | 50k | $6.2M |