SPDR SER TR SDY
S&P DIVID ETF · ETP · CUSIP 78464A763
1,031
institutional holders
77.6m
shares reported held*
$8.7bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($47.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $111.49. Options: 3 managers hold calls ($9.9m notional), 4 hold puts ($21.9m).
Biggest calls
| CITADEL ADVISORS LLC | — | $5.9m52.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $4.1m36.6k shares |
| Cutler Group LLC / CA | — | $7.0k5.0k shares |
Biggest puts
| Centiva Capital, LP | — | $13.0m117.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $5.7m51.4k shares |
| CITADEL ADVISORS LLC | — | $3.1m28.0k shares |
| Cutler Group LLC / CA | — | $36.0k7.2k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| BANK OF AMERICA CORP /DE/ 0.13% of their portfolio | 9.2m $1.0bn | — |
| MORGAN STANLEY 0.09% of their portfolio | 5.7m $636.1m | — |
| AMERIPRISE FINANCIAL INC 0.14% of their portfolio | 3.4m $377.0m | — |
| LPL Financial LLC 0.31% of their portfolio | 2.9m $325.1m | — |
| RAYMOND JAMES & ASSOCIATES 0.29% of their portfolio | 2.5m $281.9m | — |
| ROYAL BANK OF CANADA 0.09% of their portfolio | 2.5m $278.3m | — |
| Joel Isaacson & Co., LLC 20.34% of their portfolio | 2.1m $235.5m | — |
| WELLS FARGO & COMPANY/MN 0.08% of their portfolio | 2.1m $233.4m | — |
| UBS Group AG 0.13% of their portfolio | 2.0m $226.8m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.13% of their portfolio | 2.0m $220.2m | — |
| J.P. Morgan Private Wealth Advisors LLC 0.54% of their portfolio | 1.9m $207.5m | — |
| Richard Bernstein Advisors LLC 4.00% of their portfolio | 1.4m $160.0m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.39% of their portfolio | 1.3m $149.7m | — |
| Raymond James Financial Services Advisors, Inc. 0.31% of their portfolio | 1.3m $140.1m | — |
| TRUIST FINANCIAL CORP 0.24% of their portfolio | 1.1m $127.4m | — |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.1m $126.0m | — |
| Janney Montgomery Scott LLC 0.49% of their portfolio | 1.0m $115.0m | — |
| ASSETMARK, INC 0.53% of their portfolio | 1.0m $112.7m | — |
| OSAIC HOLDINGS, INC. 0.25% of their portfolio | 965.6k $107.7m | — |
| 1ST SOURCE BANK 7.82% of their portfolio | 964.1k $107.5m | — |
| Veritable, L.P. 1.67% of their portfolio | 768.4k $85.7m | — |
| Destination Wealth Management 3.40% of their portfolio | 725.1k $80.8m | — |
| MML INVESTORS SERVICES, LLC 0.55% of their portfolio | 651.5k $72.6m | — |
| HighTower Advisors, LLC 0.19% of their portfolio | 637.2k $71.0m | — |
| Capital Investment Advisors, LLC 2.29% of their portfolio | 599.6k $66.9m | — |
| MAI Capital Management 1.18% of their portfolio | 559.7k $62.4m | — |
| Creative Planning 0.09% of their portfolio | 480.1k $53.5m | — |
| PNC Financial Services Group, Inc. 0.05% of their portfolio | 462.6k $51.6m | — |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 460.1k $51.3m | — |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 451.4k $50.3m | — |
| Cambridge Investment Research Advisors, Inc. 0.27% of their portfolio | 436.2k $48.6m | — |
| Linscomb Wealth, Inc. 2.78% of their portfolio | 409.6k $45.7m | — |
| Legacy Financial Group LLC 14.67% of their portfolio | 394.0k $43.9m | — |
| Mizuho Bank, Ltd. 6.96% of their portfolio | 380.0k $42.4m | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.25% of their portfolio | 373.6k $41.7m | — |
| Orion Porfolio Solutions, LLC 0.84% of their portfolio | 362.7k $40.4m | — |
| MONETA GROUP INVESTMENT ADVISORS LLC 1.46% of their portfolio | 342.6k $38.2m | — |
| Cetera Advisor Networks LLC 0.47% of their portfolio | 336.0k $37.5m | — |
| Elk River Wealth Management LLC 9.84% of their portfolio | 334.2k $37.3m | — |
| Bard Financial Services, Inc. 3.02% of their portfolio | 289.4k $32.3m | — |
| O'Dell Group, LLC 10.95% of their portfolio | 271.5k $30.3m | — |
| MARINO, STRAM & ASSOCIATES LLC 10.12% of their portfolio | 251.5k $28.0m | — |
| TD PRIVATE CLIENT WEALTH LLC 1.40% of their portfolio | 245.4k $27.4m | — |
| Kestra Advisory Services, LLC 0.29% of their portfolio | 244.1k $27.2m | — |
| Graticule Asia Macro Advisors LLC 14.48% of their portfolio | 234.1k $26.1m | — |
| 3EDGE Asset Management, LP 2.00% of their portfolio | 231.4k $25.8m | — |
| Graves Light Lenhart Wealth, Inc. 4.27% of their portfolio | 229.9k $25.6m | — |
| SCOTIA CAPITAL INC. 0.20% of their portfolio | 223.6k $24.9m | — |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 223.2k $26.8m | — |
| Klingman & Associates, LLC 2.44% of their portfolio | 222.7k $24.8m | — |
| BROWN ADVISORY INC 0.04% of their portfolio | 204.7k $22.8m | — |
| Column Capital Advisors, LLC 0.11% of their portfolio | 203.5k $513.0k | — |
| Wolff Financial Management LLC 10.20% of their portfolio | 200.4k $22.3m | — |
| HUNTINGTON NATIONAL BANK 0.25% of their portfolio | 194.5k $21.7m | — |
| Private Advisor Group, LLC 0.25% of their portfolio | 194.1k $21.6m | — |
| UMB Bank, n.a. 0.36% of their portfolio | 189.2k $21.1m | — |
| ProVise Management Group, LLC 2.33% of their portfolio | 187.2k $20.9m | — |
| Baird Financial Group, Inc. 0.06% of their portfolio | 185.1k $20.6m | — |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC 0.83% of their portfolio | 173.7k $19.4m | — |
| Capital Advisors, Ltd. LLC 3.70% of their portfolio | 170.3k $19.0m | — |
| Cetera Investment Advisers 0.31% of their portfolio | 169.2k $18.9m | — |
| STIFEL FINANCIAL CORP 0.03% of their portfolio | 168.5k $18.8m | — |
| Clearstead Advisors, LLC 1.71% of their portfolio | 166.7k $18.6m | — |
| Meridian Wealth Advisors, LLC 4.98% of their portfolio | 158.7k $17.7m | — |
| BOKF, NA 0.36% of their portfolio | 158.5k $17.7m | — |
| Jackson, Grant Investment Advisers, Inc. 9.18% of their portfolio | 157.5k $17.6m | — |
| Roble, Belko & Company, Inc 4.24% of their portfolio | 156.5k $17.4m | — |
| One Capital Management, LLC 0.99% of their portfolio | 150.3k $16.8m | — |
| Wealthspire Advisors, LLC 0.33% of their portfolio | 142.7k $15.9m | — |
| Capital Analysts, LLC 1.09% of their portfolio | 142.4k $15.9m | — |
| PRUDENTIAL PLC 0.24% of their portfolio | 136.9k $15.3m | — |
| Flaharty Asset Management, LLC 3.11% of their portfolio | 135.4k $15.1m | — |
| FINANCIAL COUNSELORS INC 0.37% of their portfolio | 134.8k $15.0m | — |
| Freestone Capital Holdings, LLC 0.66% of their portfolio | 130.9k $14.6m | — |
| IHT Wealth Management, LLC 1.11% of their portfolio | 130.4k $14.5m | — |
| HB Wealth Management, LLC 0.30% of their portfolio | 128.3k $14.3m | — |
| Rockefeller Capital Management L.P. 0.07% of their portfolio | 128.0k $14.3m | — |
| Steward Partners Investment Advisory, LLC 0.26% of their portfolio | 125.1k $14.0m | — |
| Atria Wealth Solutions, Inc. 0.24% of their portfolio | 125.1k $13.9m | — |
| CRA Financial Services, LLC 4.93% of their portfolio | 122.9k $13.7m | — |
| Cadent Capital Advisors, LLC 8.16% of their portfolio | 122.3k $13.6m | — |
| Mariner, LLC 0.05% of their portfolio | 122.1k $13.6m | — |
| Smart Money Group LLC 9.11% of their portfolio | 119.8k $13.4m | — |
| NewEdge Advisors, LLC 0.22% of their portfolio | 119.6k $13.3m | — |
| Madison Asset Management, LLC 0.22% of their portfolio | 119.5k $13.3m | — |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 117.6k $13.1m | — |
| CX Institutional 0.89% of their portfolio | 115.1k $12.8m | — |
| Hubbell Strickland Wealth Management, LLC 8.61% of their portfolio | 110.8k $12.4m | — |
| NORTHERN TRUST CORP 0.00% of their portfolio | 107.5k $12.0m | — |
| Associated Banc-Corp 0.55% of their portfolio | 106.6k $11.9m | — |
| EisnerAmper Wealth Management Corporate Benefits, LLC 6.76% of their portfolio | 106.3k $11.9m | — |
| Kistler-Tiffany Companies, LLC 2.61% of their portfolio | 103.0k $11.5m | — |
| NBT BANK, N.A. 1.86% of their portfolio | 102.2k $11.4m | — |
| Western Wealth Management, LLC 0.65% of their portfolio | 102.0k $11.4m | — |
| WESBANCO BANK INC 0.76% of their portfolio | 101.4k $11.3m | — |
| CIBC WORLD MARKET INC. 0.05% of their portfolio | 100.4k $11.2m | — |
| 1832 Asset Management L.P. 0.02% of their portfolio | 99.4k $11.1m | — |
| KCM INVESTMENT ADVISORS LLC 0.51% of their portfolio | 99.3k $11.1m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio | 99.0k $11.0m | — |
| Wellspring Financial Advisors, LLC 4.07% of their portfolio | 98.9k $11.0m | — |