Vault-13

SPDR SER TR SDY

S&P DIVID ETF · ETP · CUSIP 78464A763

1,244 institutional holders +0 vs Q1 2026
63,798,45663.8m shares reported held*
$9.7bnreported value*
56 new 372 added 438 reduced 52 sold out net bought ≈ $186.3m (+1.2m shares)

* 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 ($21.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $152.59. Options: 4 managers hold calls ($10.2m notional), 2 hold puts ($11.5m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

05001k1.5kQ3 22: 1,031Q4 22: 1,126Q1 23: 1,108Q2 23: 1,098Q3 23: 1,053Q4 23: 1,125Q1 24: 1,115Q2 24: 1,107Q3 24: 1,159Q4 24: 1,197Q1 25: 1,179Q2 25: 1,182Q3 25: 1,176Q4 25: 1,240Q1 26: 1,244Q2 26: 1,2441,244Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20221,031
Q4 20221,126
Q1 20231,108
Q2 20231,098
Q3 20231,053
Q4 20231,125
Q1 20241,115
Q2 20241,107
Q3 20241,159
Q4 20241,197
Q1 20251,179
Q2 20251,182
Q3 20251,176
Q4 20251,240
Q1 20261,244
Q2 20261,244

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1k01kQ3 24: 395 bought or addedQ3 24: 492 cut or sold outQ4 24: 415 bought or addedQ4 24: 470 cut or sold outQ4 24Q1 25: 379 bought or addedQ1 25: 552 cut or sold outQ2 25: 411 bought or addedQ2 25: 489 cut or sold outQ2 25Q3 25: 408 bought or addedQ3 25: 498 cut or sold outQ4 25: 423 bought or addedQ4 25: 466 cut or sold outQ4 25Q1 26: 429 bought or addedQ1 26: 498 cut or sold outQ2 26: 428 bought or addedQ2 26: 490 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024395492
Q4 2024415470
Q1 2025379552
Q2 2025411489
Q3 2025408498
Q4 2025423466
Q1 2026429498
Q2 2026428490

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5m$10m$15mQ3 25 calls: $8.3mQ3 25 puts: $4.0mQ3 25P/C 0.49Q4 25 calls: $8.5mQ4 25 puts: $7.4mQ4 25P/C 0.87Q1 26 calls: $11.6mQ1 26 puts: $13.2mQ1 26P/C 1.14Q2 26 calls: $10.2mQ2 26 puts: $11.5mQ2 26P/C 1.12
Numbers
QuarterCallsPutsP/C
Q3 2025$8.3m$4.0m0.49
Q4 2025$8.5m$7.4m0.87
Q1 2026$11.6m$13.2m1.14
Q2 2026$10.2m$11.5m1.12

Biggest buyers

COLDSTREAM CAPITAL MANAGEMENT INC New +618,230+618.2k
AlphaCore Capital LLC Added +365,516+365.5k
Modern Wealth Management, LLC Added +184,988+185.0k
Cambridge Investment Research Advisors, Inc. Added +182,330+182.3k
STIFEL FINANCIAL CORP Added +121,944+121.9k
BENJAMIN EDWARDS INC Added +91,702+91.7k
Savant Capital, LLC Added +84,775+84.8k
WELLS FARGO & COMPANY/MN Added +81,909+81.9k
CONFLUENCE INVESTMENT MANAGEMENT LLC Added +63,585+63.6k
MML INVESTORS SERVICES, LLC Added +62,607+62.6k

Biggest sellers

Flaharty Asset Management, LLC Reduced -180,896-180.9k
BANK OF AMERICA CORP /DE/ Reduced -165,965-166.0k
Baltimore-Washington Financial Advisors, Inc. Sold out -122,734-122.7k
BNP PARIBAS FINANCIAL MARKETS Reduced -100,423-100.4k
Mariner, LLC Reduced -100,093-100.1k
RAYMOND JAMES FINANCIAL INC Reduced -69,361-69.4k
CIBC WORLD MARKET INC. Reduced -63,128-63.1k
TD Waterhouse Canada Inc. Reduced -55,516-55.5k
Elk River Wealth Management LLC Reduced -51,505-51.5k
AMERIPRISE FINANCIAL INC Reduced -40,267-40.3k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $7.1m46.7k shares
CITADEL ADVISORS LLC Added $2.5m16.3k shares
JANE STREET GROUP, LLC Reduced $365.2k2.4k shares
Point72 Asset Management, L.P. Unchanged $273.9k1.8k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $9.7m63.9k shares
CITADEL ADVISORS LLC Reduced $1.7m11.4k 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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.07% of their portfolio CHARLOTTE, NC 7,153,4457.2m $1.1bn $1.1bn 0.07% Reduced -166.0k -165,965
2 MORGAN STANLEY 0.04% of their portfolio NEW YORK, NY 4,906,3314.9m $746.6m $746.6m 0.04% Added +56.5k +56,490
3 LPL Financial LLC 0.10% of their portfolio FORT MILL, SC 3,040,7503.0m $462.7m $462.7m 0.10% Added +42.6k +42,626
4 RAYMOND JAMES FINANCIAL INC 0.12% of their portfolio ST. PETERSBURG, FL 2,990,1793.0m $455.0m $455.0m 0.12% Reduced -69.4k -69,361
5 Joel Isaacson & Co., LLC 12.75% of their portfolio NEW YORK, NY 2,894,4212.9m $440.5m $440.5m 12.75% Added +47.4k +47,400
6 WELLS FARGO & COMPANY/MN 0.06% of their portfolio SAN FRANCISCO, CA 2,281,7582.3m $347.2m $347.2m 0.06% Added +81.9k +81,909
7 ROYAL BANK OF CANADA 0.05% of their portfolio TORONTO, A6 2,039,0892.0m $310.3m $310.3m 0.05% Added +17.4k +17,405
8 UBS Group AG 0.04% of their portfolio ZURICH, V8 1,674,1731.7m $254.8m $254.8m 0.04% Added +67 +67
9 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,380,4531.4m $210.9m $210.9m 0.01% Reduced -19.0k -18,955
10 AMERIPRISE FINANCIAL INC 0.04% of their portfolio MINNEAPOLIS, MN 1,292,4751.3m $196.6m $196.6m 0.04% Reduced -40.3k -40,267
11 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 1,111,6421.1m $169.2m $169.2m 0.04% Added +8.2k +8,231
12 MAI Capital Management 0.58% of their portfolio INDEPENDENCE, OH 1,002,4721.0m $152.6m $152.6m 0.58% Added +10.2k +10,182
13 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 910,494910.5k $138.6m $138.6m 0.02% Reduced -19.8k -19,831
14 COMMONWEALTH EQUITY SERVICES, LLC 0.17% of their portfolio WALTHAM, MA 873,659873.7k $133.0m $133.0m 0.17% Reduced -21.0k -20,970
15 Pathstone Holdings, LLC 0.35% of their portfolio ENGLEWOOD, NJ 793,377793.4k $120.7m $120.7m 0.35% Added +10.6k +10,637
16 Cetera Investment Advisers 0.10% of their portfolio SCHAUMBURG, IL 750,297750.3k $114.2m $114.2m 0.10% Added +7.7k +7,695
17 TRUIST FINANCIAL CORP 0.13% of their portfolio CHARLOTTE, NC 689,697689.7k $105.0m $105.0m 0.13% Reduced -20.0k -19,971
18 Destination Wealth Management 2.26% of their portfolio Walnut Creek, CA 635,081635.1k $96.6m $96.6m 2.26% Added +5.7k +5,656
19 COLDSTREAM CAPITAL MANAGEMENT INC 1.18% of their portfolio BELLEVUE, WA 618,230618.2k $94.1m $94.1m 1.18% New
20 STIFEL FINANCIAL CORP 0.07% of their portfolio ST. LOUIS, MO 587,808587.8k $89.5m $89.5m 0.07% Added +121.9k +121,944
21 Janney Montgomery Scott LLC 0.17% of their portfolio PHILADELPHIA, PA 577,947577.9k $88.0m $88.0m 0.17% Added +5.3k +5,348
22 OSAIC HOLDINGS, INC. 0.10% of their portfolio SCOTTSDALE, AZ 552,440552.4k $84.1m $84.1m 0.10% Added +38.1k +38,125
23 JONES FINANCIAL COMPANIES LLLP 0.03% of their portfolio DES PERES, MO 536,116536.1k $82.1m $82.1m 0.03% Added +49.9k +49,920
24 Jupiter Topco LLC 0.03% of their portfolio NEW YORK, NY 502,815502.8k $76.5m $76.5m 0.03% First filing
25 Capital Investment Advisors, LLC 0.99% of their portfolio ATLANTA, GA 491,556491.6k $74.8m $74.8m 0.99% Reduced -3.5k -3,487
26 HighTower Advisors, LLC 0.07% of their portfolio CHICAGO, IL 481,025481.0k $73.2m $73.2m 0.07% Added +1.9k +1,899
27 PNC Financial Services Group, Inc. 0.03% of their portfolio Pittsburgh, PA 450,216450.2k $68.5m $68.5m 0.03% Reduced -10.5k -10,527
28 1ST SOURCE BANK 2.93% of their portfolio SOUTH BEND, IN 424,880424.9k $64.7m $64.7m 2.93% Reduced -25.1k -25,148
29 Creative Planning 0.04% of their portfolio OVERLAND PARK, KS 423,949423.9k $64.5m $64.5m 0.04% Reduced -15.2k -15,247
30 MML INVESTORS SERVICES, LLC 0.13% of their portfolio SPRINGFIELD, MA 414,516414.5k $63.1m $63.1m 0.13% Added +62.6k +62,607
31 Cambridge Investment Research Advisors, Inc. 0.07% of their portfolio FAIRFIELD, IA 392,287392.3k $59.7m $59.7m 0.07% Added +182.3k +182,330
32 J.Safra Asset Management Corp 2.65% of their portfolio NEW YORK, NY 378,030378.0k $57.5m $57.5m 2.65% Added +9.5k +9,529
33 Elk River Wealth Management LLC 8.99% of their portfolio DENVER, CO 371,018371.0k $56.5m $56.5m 8.99% Reduced -51.5k -51,505
34 AlphaCore Capital LLC 1.04% of their portfolio LA JOLLA, CA 368,674368.7k $56.1m $56.1m 1.04% Added +365.5k +365,516
35 Legacy Financial Group LLC 6.06% of their portfolio DES MOINES, IA 353,819353.8k $53.8m $53.8m 6.06% Added +62.4k +62,398
36 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 321,826321.8k $49.0m $49.0m 0.01% Reduced -7.0k -7,012
37 BENJAMIN EDWARDS INC 0.40% of their portfolio Clayton, MO 286,769286.8k $43.6m $43.6m 0.40% Added +91.7k +91,702
38 MARINO, STRAM & ASSOCIATES LLC 6.78% of their portfolio BRAINTREE, MA 279,804279.8k $42.6m $42.6m 6.78% Added +1.2k +1,153
39 Clearstead Advisors, LLC 0.40% of their portfolio CLEVELAND, OH 279,710279.7k $42.6m $42.6m 0.40% Reduced -530 -530
40 Baird Financial Group, Inc. 0.06% of their portfolio MILWAUKEE, WI 272,798272.8k $41.5m $41.5m 0.06% Added +17.6k +17,591
41 Kestra Advisory Services, LLC 0.13% of their portfolio AUSTIN, TX 267,979268.0k $40.8m $40.8m 0.13% Added +14.8k +14,845
42 Wolff Financial Management LLC 7.99% of their portfolio KALAMAZOO, MI 263,340263.3k $40.1m $40.1m 7.99% Added +3.4k +3,356
43 MONETA GROUP INVESTMENT ADVISORS LLC 0.29% of their portfolio ST LOUIS, MO 261,650261.6k $39.8m $39.8m 0.29% Reduced -18.8k -18,831
44 Rockefeller Capital Management L.P. 0.06% of their portfolio NEW YORK, NY 258,404258.4k $39.3m $39.3m 0.06% Reduced -9.3k -9,298
45 Linscomb Wealth, Inc. 1.60% of their portfolio Houston, TX 242,037242.0k $36.8m $36.8m 1.60% Reduced -14.9k -14,871
46 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.06% of their portfolio PLYMOUTH, MN 224,206224.2k $34.6m $34.6m 0.06% Added +563 +563
47 Steward Partners Investment Advisory, LLC 0.16% of their portfolio STAMFORD, CT 211,188211.2k $32.1m $32.1m 0.16% Reduced -5.0k -5,020
48 Mariner, LLC 0.03% of their portfolio Overland Park, KS 204,288204.3k $31.1m $31.1m 0.03% Reduced -100.1k -100,093
49 Modern Wealth Management, LLC 0.34% of their portfolio KANSAS CITY, MO 187,544187.5k $28.5m $28.5m 0.34% Added +185.0k +184,988
50 Klingman & Associates, LLC 1.21% of their portfolio New York, NY 187,332187.3k $28.5m $28.5m 1.21% Reduced -2.0k -2,024
51 NWF Advisory Services Inc. 2.63% of their portfolio Los Angeles, CA 183,880183.9k $28.0m $28.0m 2.63% Added +5.9k +5,851
52 Graves Light Lenhart Wealth, Inc. 2.58% of their portfolio HARRISONBURG, VA 181,578181.6k $27.6m $27.6m 2.58% Reduced -462 -462
53 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.15% of their portfolio IRVING, TX 175,487175.5k $26.7m $26.7m 0.15% Reduced -1.2k -1,184
54 Private Advisor Group, LLC 0.12% of their portfolio MORRISTOWN, NJ 173,016173.0k $26.3m $26.3m 0.12% Added +59.5k +59,511
55 Savant Capital, LLC 0.08% of their portfolio ROCKFORD, IL 171,541171.5k $25.6m $25.6m 0.08% Added +84.8k +84,775
56 Jackson, Grant Investment Advisers, Inc. 8.04% of their portfolio STAMFORD, CT 170,164170.2k $25.9m $25.9m 8.04% Reduced -5.3k -5,350
57 HUNTINGTON NATIONAL BANK 0.11% of their portfolio COLUMBUS, OH 154,286154.3k $23.5m $23.5m 0.11% Reduced -4.8k -4,829
58 Orion Porfolio Solutions, LLC 0.18% of their portfolio OMAHA, NE 153,614153.6k $23.4m $23.4m 0.18% Added +2.7k +2,732
59 Regent Peak Wealth Advisors LLC 4.33% of their portfolio ATLANTA, GA 153,565153.6k $23.4m $23.4m 4.33% Added +1.4k +1,418
60 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 150,144150.1k $22.8m $22.8m 0.02% Added +24.0k +24,009
61 Equitable Holdings, Inc. 0.14% of their portfolio NEW YORK, NY 150,033150.0k $22.8m $22.8m 0.14% Added +5.6k +5,602
62 MERCER GLOBAL ADVISORS INC /ADV 0.03% of their portfolio DENVER, CO 150,025150.0k $22.8m $22.8m 0.03% Added +19.4k +19,397
63 SCOTIA CAPITAL INC. 0.08% of their portfolio TORONTO, A6 146,817146.8k $22.3m $22.3m 0.08% Reduced -3.7k -3,742
64 Capital Advisors, Ltd. LLC 2.23% of their portfolio SHAKER HEIGHTS, OH 145,540145.5k $22.1m $22.1m 2.23% Reduced -51 -51
65 CAPTRUST FINANCIAL ADVISORS 0.03% of their portfolio RALEIGH, NC 143,320143.3k $21.8m $21.8m 0.03% Reduced -2.3k -2,299
66 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 142,939142.9k $21.8m $21.8m 0.01% Reduced -16.5k -16,480
67 FMR LLC 0.00% of their portfolio BOSTON, MA 136,072136.1k $20.7m $20.7m 0.00% Added +8.7k +8,660
68 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.31% of their portfolio ST. LOUIS, MO 132,295132.3k $20.1m $20.1m 0.31% Added +63.6k +63,585
69 TigerOak Management, L.L.C. 5.31% of their portfolio NASHVILLE, TN 124,183124.2k $18.9m $18.9m 5.31% Added +155 +155
70 Sanctuary Advisors, LLC 0.08% of their portfolio INDIANAPOLIS, IN 117,924117.9k $17.9m $17.9m 0.08% Added +23.1k +23,127
71 Midwest Trust Co 0.19% of their portfolio Overland Park, KS 112,374112.4k $17.1m $17.1m 0.19% Added +1.1k +1,137
72 FIFTH THIRD BANCORP 0.03% of their portfolio CINCINNATI, OH 112,373112.4k $17.1m $17.1m 0.03% Reduced -2.7k -2,705
73 Mesirow Financial Investment Management, Inc. 0.26% of their portfolio CHICAGO, IL 109,968110.0k $16.7m $16.7m 0.26% Reduced -297 -297
74 UMB Bank, n.a. 0.21% of their portfolio Kansas City, MO 109,855109.9k $16.7m $16.7m 0.21% Added +832 +832
75 BOKF, NA 0.23% of their portfolio TULSA, OK 107,452107.5k $16.4m $16.4m 0.23% Reduced -354 -354
76 Associated Banc-Corp 0.39% of their portfolio Green Bay, WI 107,071107.1k $16.3m $16.3m 0.39% Added +319 +319
77 Hubbell Strickland Wealth Management, LLC 5.80% of their portfolio NEW ORLEANS, LA 105,649105.6k $16.1m $16.1m 5.80% Reduced -400 -400
78 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 100,632100.6k $15.3m $15.3m 0.02% Added +1.0k +1,027
79 SARD WEALTH MANAGEMENT GROUP, LLC 7.27% of their portfolio ATLANTA, GA 99,88199.9k $15.2m $15.2m 7.27% Added +3.7k +3,742
80 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 97,51297.5k $14.8m $14.8m 0.01% Added +1.7k +1,709
81 Prosperity Consulting Group, LLC 0.55% of their portfolio OWINGS MILLS, MD 96,33396.3k $14.7m $14.7m 0.55% Reduced -1.1k -1,078
82 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 93,89293.9k $14.3m $14.3m 0.02% Added +1.2k +1,167
83 MSH Capital Advisors LLC 2.46% of their portfolio SCOTTSDALE, AZ 92,83992.8k $14.1m $14.1m 2.46% Added +1.1k +1,147
84 KCM INVESTMENT ADVISORS LLC 0.42% of their portfolio GREENBRAE, CA 92,47992.5k $14.1m $14.1m 0.42% Reduced -223 -223
85 CRA Financial Services, LLC 1.61% of their portfolio NORTHFIELD, NJ 91,79591.8k $14.0m $14.0m 1.61% Reduced -1.8k -1,796
86 &PARTNERS 0.06% of their portfolio NASHVILLE, TN 90,16690.2k $13.7m $13.7m 0.06% Added +2.7k +2,682
87 HB Wealth Management, LLC 0.08% of their portfolio Atlanta, GA 89,72689.7k $13.7m $13.7m 0.08% Added +603 +603
88 Fund Evaluation Group, LLC 0.37% of their portfolio CINCINNATI, OH 89,48989.5k $13.6m $13.6m 0.37% Unchanged
89 NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio MONTREAL, A8 88,56788.6k $13.5m $13.5m 0.01% Added +3.1k +3,120
90 BLAIR WILLIAM & CO/IL 0.03% of their portfolio CHICAGO, IL 87,32987.3k $13.3m $13.3m 0.03% Added +4.6k +4,573
91 M&T Bank Corp 0.04% of their portfolio BUFFALO, NY 85,77185.8k $13.1m $13.1m 0.04% Added +937 +937
92 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 84,14584.1k $12.8m $12.8m 0.04% Added +22.2k +22,199
93 WESBANCO BANK INC 0.31% of their portfolio WHEELING, WV 81,16381.2k $12.4m $12.4m 0.31% Reduced -2.1k -2,083
94 NBT BANK, N.A. 0.82% of their portfolio NORWICH, NY 81,12281.1k $12.3m $12.3m 0.82% Reduced -830 -830
95 World Investment Advisors 0.19% of their portfolio LINCROFT, NJ 79,53079.5k $11.6m $11.6m 0.19% Reduced -32 -32
96 TD PRIVATE CLIENT WEALTH LLC 0.22% of their portfolio NEW YORK, NY 78,49478.5k $11.9m $11.9m 0.22% Reduced -1.8k -1,823
97 IHT Wealth Management, LLC 0.26% of their portfolio Chicago, IL 77,74177.7k $11.8m $11.8m 0.26% Reduced -317 -317
98 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 76,99277.0k $11.2m $11.2m 0.00% Added +8.7k +8,709
99 Forvis Mazars Wealth Advisors, LLC 0.19% of their portfolio Springfield, MO 75,66775.7k $11.5m $11.5m 0.19% Reduced -809 -809
100 Corient Private Wealth LP 0.02% of their portfolio MIAMI, FL 75,63075.6k $11.5m $11.5m 0.02% Added +1.2k +1,245