SDY institutional holders

State Street SPDR S&P Dividend ETF · 1,309 reporting institutions · $9.8B reported value

Funds that can replace SDY · SDY return decomposition

Institutional holdings

Institutions reporting SDY, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$1.1B02026-06-30
Morgan Stanley$746.6M23,1852026-06-30
Lpl Financial LLC$462.7M23,4582026-06-30
Raymond James Financial Inc$455M02026-06-30
Joel Isaacson & Co., LLC$440.5M152026-06-30
Wells Fargo & Company/mn$347.2M02026-06-30
Royal Bank of Canada$310.3M02026-06-30
UBS Group AG$254.8M02026-06-30
Jpmorgan Chase & Co$210.9M02026-06-30
Ameriprise Financial Inc$196.6M02026-06-30
Envestnet Pmc$169.2M602026-06-30
Richard Bernstein Advisors LLC$166.3M02026-03-31
Mai Capital Management$152.6M3082026-06-30
Bank of New York Mellon Corp$138.6M02026-06-30
Commonwealth Equity Services, LLC$133M2,8632026-06-30
Pathstone Holdings, LLC$120.7M02026-06-30
Cetera Investment Advisers$114.2M10,3702026-06-30
Truist Financial Corp$105M02026-06-30
Destination Wealth Management$96.6M372026-06-30
Coldstream Capital Management Inc$94.1M1362026-06-30
Stifel Financial Corp$89.5M02026-06-30
Osaic Holdings, Inc.$84.1M02026-06-30
Jones Financial Companies LLLP$82.1M02026-06-30
Jupiter Topco LLC$76.5M02026-06-30
Capital Investment Advisors, LLC$74.8M592026-06-30
Hightower Advisors, LLC$73.2M1,0462026-06-30
PNC Financial Services Group, Inc.$68.5M02026-06-30
1st Source Bank$64.7M02026-06-30
Creative Planning$64.5M1,1712026-06-30
MML Investors Services, LLC$63.1M5,1202026-06-30
J.safra Asset Management Corp$57.5M02026-06-30
Elk River Wealth Management LLC$56.5M12026-06-30
Alphacore Capital LLC$56.1M692026-06-30
Legacy Financial Group LLC$53.8M82026-06-30
Goldman Sachs Group Inc$49M02026-06-30
Benjamin Edwards Inc$43.6M02026-06-30
Msa Financial$42.6M82026-06-30
Clearstead; Clearstead Advisory Solutions$42.6M642026-06-30
Baird Financial Group, Inc.$41.5M02026-06-30
Kestra Advisory Services, LLC$40.8M1,4792026-06-30
Wolff Financial Management LLC$40.1M42026-06-30
Moneta Group Investment Advisors LLC$39.8M2562026-06-30
Rockefeller Capital Management LP$39.3M3462026-06-30
Linscomb Wealth, Inc.$36.8M212026-06-30
Wealth Enhancement Advisory Services, LLC$34.6M1,0262026-06-30
Steward Partners Investment Advisory, LLC$32.1M4812026-06-30
Mariner, LLC$31.1M02026-06-30
Lanham O'Dell & Company, Inc.$30.2M02025-12-31
Modern Wealth Management, LLC$28.5M1612026-06-30
Klingman & Associates, LLC$28.5M92026-06-30
Nwf Advisory Services Inc.$28M1062026-06-30
Graves Light Lenhart Wealth, Inc.$27.6M82026-06-30
United Capital Financial Advisors, LLC$26.7M1662026-06-30
Private Advisor Group, LLC$26.3M9272026-06-30
Jackson, Grant Investment Advisers, Inc.$25.9M42026-06-30
Savant Wealth Management$25.6M4052026-06-30
Huntington National Bank$25.5M02026-06-30
Orion Porfolio Solutions, LLC$23.4M1992026-06-30
Regent Peak Wealth Advisors LLC$23.4M92026-06-30
Focus Partners Wealth$22.8M1,0482026-06-30
Equitable Holdings, Inc.$22.8M02026-06-30
Mercer Global Advisors Inc /adv$22.8M02026-06-30
Scotia Capital Inc.$22.3M02026-06-30
Captrust Financial Advisors$21.8M9622026-06-30
Bank of Montreal /can$21.8M02026-06-30
Fmr LLC$20.7M02026-06-30
Confluence Investment Management LLC$20.1M82026-06-30
Hs Wealth Partners$18.9M62026-06-30
Sanctuary Advisors, LLC$17.9M4012026-06-30
Midwest Trust Co$17.1M02026-06-30
Fifth Third Bancorp$17.1M02026-06-30
Mesirow Financial Investment Management, Inc.$16.7M922026-06-30
Umb Bank, N.A.$16.7M02026-06-30
Bokf, NA$16.4M02026-06-30
Associated Banc-Corp$16.3M02026-06-30
Hubbell Strickland Wealth Management, LLC$16.1M32026-06-30
Comerica Bank$15.9M02025-12-31
Cerity Partners LLC$15.3M7772026-06-30
Sard Wealth Managment Group, LLC$15.2M22026-06-30
Northwestern Mutual Wealth Management Co$14.8M02026-06-30
Prosperity - An Eisneramper Company$14.7M652026-06-30
US Bancorp$14.3M02026-06-30
Msh Capital Advisors LLC$14.1M202026-06-30
Kcm Investment Advisors LLC$14.1M72026-06-30
Cra Financial Services, LLC$14M122026-06-30
&partners$13.7M5552026-06-30
Hb Wealth Management, LLC$13.7M1692026-06-30
Fund Evaluation Group, LLC$13.6M22026-06-30
National Bank of Canada /fi$13.5M02026-06-30
Blair William & Co/il$13.3M3292026-06-30
M&T Bank Corp$13.1M02026-06-30
Newedge Advisors$12.8M6012026-06-30
Wesbanco Investment Department$12.4M12026-06-30
Nbt Bank, N.A.$12.3M02026-06-30
TD Private Client Wealth LLC$11.9M5352026-06-30
Iht Wealth Management LLC$11.8M1592026-06-30
World Investment Advisors$11.6M3592026-06-30
Forvis Mazars Wealth Advisors, LLC$11.5M832026-06-30
Corient Private Wealth LP$11.5M6742026-06-30
Sage Rhino Capital LLC$11.4M102026-06-30
Alliancebernstein LP$11.2M5172026-06-30
Holt Capital Advisors, LLC Dba Holt Capital Partners, LP$11.2M12026-06-30
Northern Trust Corp$11M02026-06-30
Greenleaf Trust$10.9M02026-06-30
Evelyn Partners Investment Management (europe) Ltd$10.5M02026-03-31
Brown Advisory Inc$10.4M02026-06-30
Balefire, LLC$10.3M372026-06-30
Kitching Partners, LLC$10.1M32026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$10M992026-06-30
Oppenheimer & Co. Inc.$9.9M1,1662026-06-30
O'Dell Group, LLC$9.7M02025-09-30
Wealthspire Retirement, LLC$9.7M1462026-06-30
Precedent Wealth Partners, LLC$9.6M182026-06-30
Aqr Capital Management LLC$9.5M12026-06-30
Strategic Family Wealth Counselors, LLC$9.4M42026-06-30
Lido Advisors, LLC$9.3M3202026-06-30
Meridian Wealth Advisors, LLC$9.2M92026-06-30
Moneco Advisors, LLC$9.1M502026-06-30
Wealthspire Advisors, LLC$9M2372026-06-30
Simmons Bank$8.8M02026-06-30
First National Corp /ma/ /adv$8.8M02025-09-30
Corsicana & Co.$8.7M02026-06-30
Fifth Third Wealth Advisors LLC$8.7M662026-06-30
Cwm, LLC$8.5M6672026-03-31
Apexium Financial, LP$8.4M02025-09-30
Cornerstone Wealth Management, LLC$8.3M02026-06-30
Arax Advisory Partners$8.3M2322026-06-30
Earned Wealth Advisors, LLC$8.2M462026-06-30
Stratos Wealth Partners, Ltd.$8.1M3862026-06-30
Premier Private Wealth Management LLC$8.1M42026-06-30
Wellspring Financial Advisors, LLC$8.1M92026-06-30
Pinnacle Financial Partners, Inc.$8M02026-06-30
Beacon Pointe Advisors, LLC$8M4662026-06-30
Koenig Investment Advisory, LLC$8M32026-06-30
Ieq Capital, LLC$7.8M1972026-06-30
CIBC Bancorp USA Inc.$7.8M02026-06-30
Whitegate Investment Counselors, Inc.$7.8M32026-06-30
Aspen Grove Capital, LLC$7.7M82026-06-30
Mission Wealth Management, LP$7.6M1382026-06-30
Franklin Resources Inc$7.5M02026-06-30
Composition Wealth, LLC$7.5M762026-06-30
CIBC Private Wealth Group LLC$7.5M02025-12-31
Aries Wealth Management$7.4M42026-06-30
Perennial Investment Advisors, LLC$7.4M492026-06-30
Ameritas Advisory Services, LLC$7.4M5502026-06-30
American Money Management, LLC$7.3M112026-06-30
Cornerstone Advisory, LLC$7M102026-06-30
Mine & Arao Wealth Creation & Management, Llc.$6.9M22026-06-30
Cresset Asset Management, LLC$6.9M2122026-06-30
Juncture Wealth Strategies, LLC$6.8M102026-06-30
Americana Partners, LLC$6.8M532026-06-30
Kingswood Wealth Advisors, LLC$6.6M1232026-06-30
Whittier Trust Co of Nevada Inc$6.5M02026-06-30
Shrier Wealth Management, LLC$6.5M32026-06-30
Arkadios Wealth Advisors$6.5M2262026-06-30
Shulman Demeo Asset Management, LLC$6.3M42026-06-30
Merit Financial Group, LLC$6.3M2952026-06-30
Citizens Financial Group Inc/ri$6.3M02026-06-30
Elevation Point Wealth Partners, LLC$6.3M562026-06-30
Kestra Private Wealth Services, LLC$6.2M2062026-06-30
Synovus Financial Corp$6.2M02025-09-30
Integrated Wealth Concepts LLC$6.2M4802026-06-30
Essex Financial Services, Inc.$6.1M332026-06-30
Ep Wealth Advisors, LLC$6.1M3382026-06-30
Tl Private Wealth$6.1M42026-06-30
Climber Capital SA$6.1M02026-06-30
Westside Investment Management, LLC$6M72026-06-30
Torrey-Payne Wealth Management$6M22026-06-30
First Horizon Corp$5.9M02026-06-30
Houlihan Financial Resource Group, Ltd.$5.9M32026-06-30
Sunbelt Securities, Inc.$5.8M632026-03-31
Regions Financial Corp$5.7M02026-06-30
Brown Brothers Harriman Mutual Fund Advisory Department$5.7M02026-06-30
Quantinno Capital Management LP$5.6M02026-06-30
Gotham Asset Management, LLC$5.6M52026-06-30
Flagship Harbor Advisors, LLC$5.6M602026-06-30
Vestmark Advisory Solutions, Inc.$5.3M82026-06-30
Salomon & Ludwin, LLC$5.2M62026-06-30
Destiny Wealth Partners, LLC$5.1M162026-06-30
Pettyjohn, Wood & White, Inc$5.1M52026-06-30
Private Wealth Group, LLC$5M12026-06-30
Strategent Financial, LLC$5M42026-06-30
TD Waterhouse Canada Inc.$4.9M02026-06-30
1834 Investment Advisors Co$4.9M162026-06-30
Firestone Capital Management$4.8M62026-06-30
Blackrock, Inc.$4.8M02026-06-30
Northrock Partners, LLC$4.7M912026-06-30
Founders Grove Wealth Partners, LLC$4.7M22026-06-30
Lifesteps Financial$4.7M72026-06-30
Prospera Financial Services, Inc.$4.7M2702026-06-30
Mycio Wealth Partners, LLC$4.7M342026-06-30
Freestone Capital Holdings, LLC$4.6M662026-06-30
J.W. Cole Advisors, Inc.$4.5M4992026-06-30
Fell Capital Management /adv$4.5M02026-06-30
Johnson & White Wealth Management LLC$4.5M72026-06-30
Lewis Asset Management, LLC$4.5M52026-06-30
Sagespring Wealth Partners$4.4M1262026-06-30
Johnson Investment Counsel Inc$4.4M652026-06-30
Whittier Trust Co$4.4M02026-06-30
Novem Group$4.4M322026-06-30
American Trust$4.4M02026-06-30
Bravera Wealth$4.3M02026-06-30
Charles Schwab Trust Co$4.3M02026-06-30
Badgley Phelps Wealth Managers, LLC$4.3M282026-06-30
Allworth Financial, LP$4.2M3172026-06-30
Simon Quick Advisors, LLC$4.2M402026-06-30
Brighton Jones LLC$4.2M1592026-06-30
Pfg Investments, LLC$4.2M02026-06-30
Concurrent Investment Advisors, LLC$4.1M3492026-06-30
Highpoint Advisor Group LLC$4.1M1142026-06-30
1832 Asset Management LP$4.1M02026-06-30
Harbour Investments, Inc.$4.1M2472026-06-30
Shum Financial Group, Inc.$4.1M42026-06-30
Larson Financial Group LLC$4.1M672026-06-30
Davenport & Co LLC$4.1M3392026-06-30
Citigroup Inc$4.1M02026-06-30
Chicago Partners Investment Group LLC$4.1M572026-06-30
Meridian Financial Advisors, LLC$4M22026-06-30
Waverly Advisors, LLC$4M2312026-06-30
Black Diamond Financial, LLC$3.9M122026-06-30
Rothschild Wealth LLC$3.9M312026-06-30
Asset Management Group, Inc.$3.9M22026-06-30
Canandaigua National Bank & Trust Co$3.9M02026-06-30
Blueprint Investment Partners LLC$3.8M52026-06-30
Blueprint Financial Advisors$3.8M392026-06-30
Prime Capital Financial$3.8M2652026-06-30
D.A. Davidson & Co.$3.8M6892026-06-30
Great Valley Advisor Group, LLC$3.8M2052026-06-30
Financial Planning Hawaii, Inc.$3.7M52026-06-30
Independence Bank of Kentucky$3.7M02026-06-30
Canandaigua National Corp$3.7M02026-03-31
Treasure Coast Financial Planning$3.7M52026-06-30
O'Shaughnessy Asset Management, LLC$3.6M582026-06-30
Sage Capital Management, LLC$3.6M32026-06-30
Sumitomo Mitsui Financial Group, Inc.$3.6M02026-06-30
Valley Wealth Managers, Inc.$3.6M472026-06-30
Central Trust Co$3.6M02026-06-30
Fsa Wealth Management LLC$3.5M02025-09-30
Perigon Wealth Management, LLC$3.5M922026-06-30
Western Wealth Management, LLC$3.5M1122026-06-30
Commerce Bank$3.5M02026-06-30
Aa Financial Advisors, LLC$3.5M122026-06-30
Snowden Capital Advisors LLC$3.4M1222026-06-30
CIBC World Market Inc.$3.4M02026-06-30
Advisory Services Network$3.4M2532026-06-30
Legacy Advisors, LLC$3.4M192026-06-30
Connecticut Wealth Management, LLC$3.4M502026-06-30
Welch & Forbes LLC$3.4M52026-06-30
Sequoia Financial Group, LLC$3.3M2582026-06-30
Good Harbor Advisors, Inc.$3.3M42026-06-30

The 250 largest of 1,309 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30