Who owns State Street SPDR S&P Dividend ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SDY from SEC Form 13F filings across 1,251 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 1,251 institutions disclosed 63.9M shares of State Street SPDR S&P Dividend ETF worth $9.73B — about 46.3% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
1,251
13F holders
$9.73B
value, 2026 filers
46.3%
of shares outstanding (63.9M sh)
104
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SDY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 7.2M | $1.09B | 0.1% | 5.2% | -2.3% |
| 2 | MORGAN STANLEY | 4.9M | $746.6M | 0.0% | 3.6% | +1.2% |
| 3 | LPL Financial LLC | 3.0M | $462.7M | 0.1% | 2.2% | +1.4% |
| 4 | RAYMOND JAMES FINANCIAL INC | 3.0M | $455.0M | 0.1% | 2.2% | -2.3% |
| 5 | Joel Isaacson & Co., LLC | 2.9M | $440.5M | 12.7% | 2.1% | +1.7% |
| 6 | WELLS FARGO & COMPANY/MN | 2.3M | $347.2M | 0.1% | 1.7% | +3.7% |
| 7 | ROYAL BANK OF CANADA | 2.0M | $310.3M | 0.0% | 1.5% | +0.9% |
| 8 | UBS Group AG | 1.7M | $254.8M | 0.0% | 1.2% | 0.0% |
| 9 | JPMORGAN CHASE & CO | 1.4M | $210.9M | 0.0% | 1% | -1.4% |
| 10 | AMERIPRISE FINANCIAL INC | 1.3M | $196.6M | 0.0% | 0.9% | -3.0% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 1.1M | $169.2M | 0.0% | 0.8% | +0.7% |
| 12 | MAI Capital Management | 1.0M | $152.6M | 0.6% | 0.7% | +1.0% |
| 13 | Bank of New York Mellon Corp | 910,494 | $138.6M | 0.0% | 0.7% | -2.1% |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 873,659 | $133.0M | 0.2% | 0.6% | -2.3% |
| 15 | Pathstone Holdings, LLC | 793,377 | $120.7M | 0.4% | 0.6% | +1.4% |
| 16 | Cetera Investment Advisers | 750,297 | $114.2M | 0.1% | 0.5% | +1.0% |
| 17 | TRUIST FINANCIAL CORP | 689,697 | $105.0M | 0.1% | 0.5% | -2.8% |
| 18 | Destination Wealth Management | 635,081 | $96.6M | 2.3% | 0.5% | +0.9% |
| 19 | COLDSTREAM CAPITAL MANAGEMENT INCNEW | 618,230 | $94.1M | 1.2% | 0.4% | new |
| 20 | STIFEL FINANCIAL CORP | 587,808 | $89.5M | 0.1% | 0.4% | +26.2% |
| 21 | Janney Montgomery Scott LLC | 577,947 | $88.0M | 0.2% | 0.4% | +0.9% |
| 22 | OSAIC HOLDINGS, INC. | 552,440 | $84.1M | 0.1% | 0.4% | +7.4% |
| 23 | JONES FINANCIAL COMPANIES LLLP | 536,116 | $82.1M | 0.0% | 0.4% | +10.3% |
| 24 | Jupiter Topco LLCNEW | 502,815 | $76.5M | 0.0% | 0.4% | new |
| 25 | Capital Investment Advisors, LLC | 491,556 | $74.8M | 1.0% | 0.4% | -0.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.