13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
SDY

SS SPDR S&P DIVIDEND ETF

1,339 institutions still hold SS SPDR S&P DIVIDEND ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78464A763·Exchange Traded Fund·1,339 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$5.8B
visible holders
Holders
1,339
filers reporting
Concentration
18.76%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

1,339 institutions reported SDY in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 18.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1.1B7.2M0.07%Q2 202602
MORGAN STANLEY
CIK 0000895421
$747M4.9M0.04%Q2 202603
LPL Financial LLC
CIK 0001403438
$463M3.0M0.10%Q2 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$455M3.0M0.12%Q2 202605
Joel Isaacson & Co., LLC
CIK 0001599330
$440M2.9M12.75%Q2 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$347M2.3M0.06%Q2 202607
ROYAL BANK OF CANADA
CIK 0001000275
$310M2.0M0.05%Q2 202608
UBS Group AG
CIK 0001610520
$255M1.7M0.03%Q2 202609
JPMORGAN CHASE & CO
CIK 0000019617
$211M1.4M0.01%Q2 202610
AMERIPRISE FINANCIAL INC
CIK 0000820027
$197M1.3M0.04%Q2 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$169M1.1M0.04%Q2 202612
Richard Bernstein Advisors LLC
CIK 0001528214
$166M1.1M4.82%Q1 202613
MAI Capital Management
CIK 0001040197
$153M1.0M0.57%Q2 202614
Bank of New York Mellon Corp
CIK 0001390777
$139M910K0.02%Q2 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$133M874K0.17%Q2 202616
Pathstone Holdings, LLC
CIK 0002011612
$121M793K0.35%Q2 202617
Cetera Investment Advisers
CIK 0001666741
$114M750K0.10%Q2 202618
TRUIST FINANCIAL CORP
CIK 0000092230
$105M690K0.13%Q2 202619
Destination Wealth Management
CIK 0001278573
$97M635K2.26%Q2 202620
COLDSTREAM CAPITAL MANAGEMENT INC
CIK 0001082339
$94M618K1.18%Q2 2026
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