SS SPDR S&P DIVIDEND ETF SDY
$155.67
+1.7% 52w: $129.59 – $155.67
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data129.59142.63155.67
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.2K
-2 QoQ
13F value
$9.25B
+1.4% QoQ
Smart-money holders
38
signal tier ≥ 2
New smart buyers
4
Q1 2026
Options barometer
0.9×
$11.6M calls / $13.2M puts
Institutional value by quarter
Number of holders
Who owns SDY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 7.3M | $1.07B | 0.1% | +0.5% |
| MORGAN STANLEY | Bank broker | 4.8M | $707.8M | 0.0% | +0.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 3.1M | $446.5M | 0.1% | -1.0% |
| LPL Financial LLC | Bank broker | 3.0M | $437.5M | 0.1% | -1.0% |
| Joel Isaacson & Co., LLC | Wealth advisor | 2.8M | $415.5M | 13.8% | +2.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.2M | $321.0M | 0.1% | +5.9% |
| ROYAL BANK OF CANADA | Bank broker | 2.0M | $295.0M | 0.1% | -5.7% |
| UBS Group AG | Bank broker | 1.7M | $244.3M | 0.0% | -2.3% |
| JPMORGAN CHASE & CO | Bank broker | 1.4M | $202.2M | 0.0% | -1.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.3M | $196.8M | 0.0% | -13.2% |
| Richard Bernstein Advisors LLC | Wealth advisor | 1.1M | $166.3M | 4.8% | +11.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.1M | $161.0M | 0.0% | +2.2% |
| MAI Capital Management | Wealth advisor | 992.3K | $144.8M | 0.8% | +25.3% |
| Bank of New York Mellon Corp | Diversified mechanical | 930.3K | $135.8M | 0.0% | -2.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 894.6K | $130.6M | 0.2% | -4.1% |
| Pathstone Holdings, LLC | Diversified mechanical | 782.7K | $114.2M | 0.5% | +1.5% |
| Cetera Investment Advisers | Wealth advisor | 742.6K | $108.4M | 0.1% | -7.2% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 709.7K | $103.6M | 0.1% | -3.8% |
| Destination Wealth Management | Wealth advisor | 629.4K | $91.9M | 2.4% | -3.7% |
| Janney Montgomery Scott LLC | Diversified mechanical | 572.6K | $83.6M | 0.2% | -5.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 514.3K | $75.1M | 0.1% | +7.8% |
| Capital Investment Advisors, LLC | Wealth advisor | 495.0K | $72.2M | 1.1% | -1.5% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 486.2K | $70.3M | 0.0% | +6.4% |
| HighTower Advisors, LLC | Diversified mechanical | 479.1K | $69.9M | 0.1% | -0.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 465.9K | $68.0M | 0.1% | -2.5% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 460.7K | $67.2M | 0.0% | -4.7% |
| 1ST SOURCE BANK | Other | 450.0K | $65.7M | 3.4% | -7.3% |
| Creative Planning | Wealth advisor | 439.2K | $64.1M | 0.0% | -0.7% |
| Elk River Wealth Management LLC | Other | 422.5K | $61.7M | 10.2% | +0.2% |
| J.Safra Asset Management Corp | Wealth advisor | 368.5K | $53.8M | 2.9% | +4.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 351.9K | $51.4M | 0.1% | -13.5% |
| GOLDMAN SACHS GROUP INC | Bank broker | 328.8K | $48.0M | 0.0% | -0.8% |
| Mariner, LLC | Diversified mechanical | 304.4K | $44.4M | 0.1% | +38.9% |
| Legacy Financial Group LLC | Wealth advisor | 291.4K | $42.5M | 5.3% | 0.0% |
| MONETA GROUP INVESTMENT ADVISORS LLC | Wealth advisor | 280.5K | $40.9M | 0.3% | -1.3% |
| Clearstead Advisors, LLC | Wealth advisor | 280.2K | $40.9M | 0.4% | +1.8% |
| MARINO, STRAM & ASSOCIATES LLC | Wealth advisor | 278.7K | $40.7M | 7.3% | -0.4% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 267.7K | $39.1M | 0.1% | +3.6% |
| Wolff Financial Management LLC | Wealth advisor | 260.0K | $37.9M | 8.4% | +2.3% |
| Linscomb Wealth, Inc. | Wealth advisor | 256.9K | $37.5M | 1.7% | -7.6% |
| Baird Financial Group, Inc. | Diversified mechanical | 255.2K | $37.2M | 0.1% | +4.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 253.1K | $36.9M | 0.1% | +15.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 223.6K | $32.7M | 0.1% | -39.9% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 216.2K | $31.6M | 0.2% | -1.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 210.0K | $30.6M | 0.1% | -10.2% |
| Flaharty Asset Management, LLC | Wealth advisor | 197.5K | $28.8M | 3.6% | -0.5% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 195.1K | $28.5M | 0.3% | +0.6% |
| Klingman & Associates, LLC | Wealth advisor | 189.4K | $27.6M | 1.3% | -1.3% |
| Graves Light Lenhart Wealth, Inc. | Wealth advisor | 182.0K | $26.6M | 2.8% | +0.1% |
| NWF Advisory Services Inc. | Other | 178.0K | $26.0M | 2.9% | -2.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.