13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMega-capCrowded
SDY

SS SPDR S&P DIVIDEND ETF

1,325 institutions still hold SS SPDR S&P DIVIDEND ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78464A763·Exchange Traded Fund·1,325 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.7%
vs prior quarter
13F value held
$5.6B
54.0% inst. owned
of float
Holders
1,325
+68 QoQ
filers reporting
Activity
+23 / −20
+809 added · −841 reduced
this quarter
Concentration
19.19%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

1,325 institutions reported SDY in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 19.2% of the visible book. +68 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1.1B7.3M0.08%Q1 202602
MORGAN STANLEY
CIK 0000895421
$708M4.8M0.04%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$447M3.1M0.14%Q1 202604
LPL Financial LLC
CIK 0001403438
$438M3.0M0.12%Q1 202605
Joel Isaacson & Co., LLC
CIK 0001599330
$415M2.8M13.77%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$321M2.2M0.06%Q1 202607
ROYAL BANK OF CANADA
CIK 0001000275
$295M2.0M0.05%Q1 202608
UBS Group AG
CIK 0001610520
$244M1.7M0.04%Q1 202609
JPMORGAN CHASE & CO
CIK 0000019617
$202M1.4M0.01%Q1 202610
AMERIPRISE FINANCIAL INC
CIK 0000820027
$197M1.3M0.05%Q1 202611
Richard Bernstein Advisors LLC
CIK 0001528214
$166M1.1M4.82%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$161M1.1M0.04%Q1 202613
MAI Capital Management
CIK 0001040197
$145M992K0.82%Q1 202614
Bank of New York Mellon Corp
CIK 0001390777
$136M930K0.03%Q1 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$131M895K0.18%Q1 202616
Pathstone Holdings, LLC
CIK 0002011612
$114M783K0.45%Q1 202617
Cetera Investment Advisers
CIK 0001666741
$108M743K0.12%Q1 202618
TRUIST FINANCIAL CORP
CIK 0000092230
$104M710K0.14%Q1 202619
Destination Wealth Management
CIK 0001278573
$92M629K2.39%Q1 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$75M514K0.11%Q1 2026
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