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Who Owns State Street SPDR S&P Dividend ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in State Street SPDR S&P Dividend ETF.
Who crossed 5% of SDY →Managers holding
70
as of 2026-09-30
Reported value
$105.7M
summed across filings
Shares held
721.1K
Added vs trimmed
22 / 21
since each filer's last quarter
Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Graves Light Lenhart Wealth, Inc.ST STR SP DIV180.8K shtrimmed | $26.5M |
| Balefire, LLCST STR SP DIV59.7K shtrimmed | $8.7M |
| Koenig Investment Advisory, LLCETF57.6K shadded | $8.4M |
| Shulman DeMeo Asset Management LLCST STR SP DIV41.1K shtrimmed | $6.1M |
| JUNCTURE WEALTH STRATEGIES, LLCST STR SP DIV33K shtrimmed | $4.8M |
| FELL CAPITAL MANAGEMENT /ADVST STR SP DIV30.2K shadded | $4.4M |
| CANANDAIGUA NATIONAL BANK & TRUST COCom25.3K shtrimmed | $3.7M |
| VALLEY WEALTH MANAGERS, INC.ETF22.6K shtrimmed | $3.3M |
| Farther Finance Advisors, LLCETF21K shtrimmed | $3.1M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF18.1K shadded | $2.7M |
| Avidian Wealth Enterprises, LLCST STR SP DIV17.9K shadded | $2.6M |
| Wedmont Private CapitalST STR SP DIV15.4K shadded | $2.3M |
| Cadent Capital Advisors, LLCST STR SP DIV14.8K shadded | $2.2M |
| Councilor Wealth, LLCST STR SP DIV10.7K shadded | $1.6M |
| Investors Research CorpST STR SP DIV10.4K shtrimmed | $1.5M |
| McNaughton Wealth Management, LLCST STR SP DIV10K shadded | $1.5M |
| WINEBRENNER CAPITAL MANAGEMENT LLCST STR SP DIV9.9K shadded | $1.4M |
| Weaver Consulting GroupST STR SP DIV8.6K shtrimmed | $1.3M |
| FINANCIAL MANAGEMENT NETWORK INCST STR SP DIV7.8K shadded | $1.1M |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC.ST STR SP DIV7.3K shheld | $1.1M |
| ARMSTRONG ADVISORY GROUP, INCST STR SP DIV6.6K shtrimmed | $968.7K |
| Dickmeyer Boyce Financial Management, Inc.ST STR SP DIV5.3K shadded | $782.2K |
| DECISION INVESTMENTS, INCST STR SP DIV5K shtrimmed | $727.6K |
| BAKER TILLY WEALTH MANAGEMENT, LLCST STR SP DIV4.7K shheld | $685.9K |
| Everhart Financial Group, Inc.ST STR SP DIV4.5K shadded | $664.3K |
| KWMG, LLCST STR SP DIV4.2K shtrimmed | $622.2K |
| SACKS & ASSOCIATES, LLCST STR SP DIV4.1K shheld | $604.8K |
| Martin Capital Partners, LLCST STR SP DIV4K shadded | $592.2K |
| Kaydan Wealth Management, Inc.ST STR SP DIV4K shtrimmed | $590.5K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLCST STR SP DIV4K shheld | $579K |
| Valeo Financial Advisors, LLCETF3.8K shadded | $557.2K |
| Apella Capital, LLCST STR SP DIV3.7K shadded | $537.7K |
| Emprise BankEquities3.5K shheld | $508.9K |
| Sound Income Strategies, LLCST STR SP DIV3.3K shadded | $496.6K |
| YHB Investment Advisors, Inc.ST STR SP DIV3K shtrimmed | $445.2K |
| Heartwood Wealth Advisors LLCETF2.9K shheld | $426.3K |
| Acropolis Investment Management, LLCST STR SP DIV2.9K shheld | $422.6K |
| Echo45 Advisors LLCST STR SP DIV2.9K sh— | $418.8K |
| Hardin Capital Partners, LLCST STR SP DIV2.8K shadded | $417.2K |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund2.7K shtrimmed | $402.5K |
| S.E.E.D. Planning Group LLCST STR SP DIV2.7K shheld | $393.6K |
| GAMMA Investing LLCETF2.6K shtrimmed | $386.9K |
| KFA Private Wealth Group, LLCST STR SP DIV2.5K shadded | $364.1K |
| Friday FinancialST STR SP DIV2.4K shadded | $360.9K |
| First Heartland Consultants, Inc.S&P DIVID ETF2.3K shadded | $342.7K |
| TITLEIST ASSET MANAGEMENT, LLCST STR SP DIV2.3K shheld | $341.6K |
| Intelligence Driven Advisers, LLCST STR SP DIV2.3K shadded | $340.5K |
| DAVIDSON TRUST COEquities2.3K shheld | $331.2K |
| Gainplan LLCST STR SP DIV2.1K shheld | $313.3K |
| Factor Wealth Management LTDST STR SP DIV2K shtrimmed | $293K |
| WoodTrust Financial CorpOTHER1.9K shheld | $277K |
| Worth Asset Management, LLCETF1.8K shheld | $266.4K |
| AMERICAN NATIONAL BANK & TRUSTS&P DIVID ETF1.8K shheld | $264.5K |
| Venture Visionary Partners LLCST STR SP DIV1.6K shtrimmed | $230.9K |
| Whalen Wealth Management Inc.ST STR SP DIV1.5K sh— | $222.2K |
| Gradient Investments LLCST STR SP DIV1.5K sh— | $218K |
| Bangor Savings BankST STR SP DIV1.5K shheld | $216.9K |
| TOMPKINS FINANCIAL CORPST STR SP DIV1.2K shheld | $168.7K |
| CoreCap Advisors, LLCETF1.1K shtrimmed | $159.4K |
| Horizons Wealth ManagementETF850 shheld | $124.5K |
| Wealth Enhancement Trust Services, Inc.ST STR SP DIV706 shtrimmed | $103.4K |
| Grove Bank & TrustST STR SP DIV582 shheld | $85.3K |
| EASTERN BANKST STR SP DIV382 shheld | $56K |
| Rosenberg Matthew HamiltonETF278 shheld | $40.7K |
| ATWOOD & PALMER INCCOM200 shheld | $29.3K |
| Quintet Private Bank (Europe) S.A.ST STR SP DIV126 shadded | $18.5K |
| ELEVATION WEALTH PARTNERS, LLCST STR SP DIV69 shheld | $10.1K |
| Bank & Trust CoST STR SP DIV50 shheld | $7.3K |
| TOTH FINANCIAL ADVISORY CORPST STR SP DIV40 shtrimmed | $5.9K |
| Central Pacific Bank - Trust DivisionST STR SP DIV18 shheld | $2.6K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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