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Effectdossier · gearchiveerd kwartaal

SDY

State Street SPDR S&P Dividend ETF · Financial Services · Asset Management - Income

158.53 +0.2% marktkapitalisatie $21.88B koers vertraagd (FMP) · per Aug 26 19:08 UTC — los van onderstaande aangiftegegevens

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
73Gevolgde houders
+1Δ houders
39.76MGehouden aandelen
$5.53BGerapporteerde waarde
+2Nieuwe posities
−1Uitstappen
Stable Overtuigingsscore 50/100 5 kwartalen van stijgende gevolgde aandelen ●●●●● Hoe deze worden berekend → Dit toelichten aan de Research Desk →

Momentum-inputs (vergelijkbare managers): breedte van houders +1.4% · aandelenstroom -3.1% · netto nieuwe posities +1.4%formule
Versnippering van eigendom — meer houders, kleinere totale positie

Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025

Eigendom in de tijd
KwartaalHoudersΔAandelenGerapporteerde waardeNieuwUitstappen
Q2 2026 73 -3 38.00M $5.78B +2 −5
Q1 2026 77 +4 38.21M $5.57B +6 −2
Q4 2025 73 +1 39.76M $5.53B +2 −1
Q3 2025 10 -1 8.08M $1.13B +1 −2
Q2 2025 8 -1 186.48K $25.31M −1
Q1 2025 6 +1 52.25K $7.09M +1
Q4 2024 5 0 44.17K $5.83M +1 −1
Q3 2024 5 0 33.76K $4.80M +1 −1
Q2 2024 5 64.79K $8.24M
Aantal houders
Wie het bezit · Q4 2025
#ManagerAandelenΔ aandelenWaardeHun gewichtGehouden
1 Bank Of America Corp /De/ 7.28M $1.01B 0.1% n/c 1 SEC ↗
2 Bank Of America Corp /De/ 7.28M $1.01B 0.1% n/c 1 SEC ↗
3 Bank Of America Corp /De/ 7.28M $1.01B 0.1% n/c 1 SEC ↗
4 Bank Of America Corp /De/ 7.28M $1.01B 0.1% n/c 1 SEC ↗
5 Bank Of America Corp /De/ 7.28M $1.01B 0.1% n/c 1 SEC ↗
6 Morgan Stanley 4.84M +2.0% $673.63M 0.0% ▲ Add 2 SEC ↗
7 Morgan Stanley 4.84M +2.0% $673.63M 0.0% ▲ Add 2 SEC ↗
8 Morgan Stanley 4.84M +2.0% $673.63M 0.0% ▲ Add 2 SEC ↗
9 Morgan Stanley 4.84M +2.0% $673.63M 0.0% ▲ Add 2 SEC ↗
10 Raymond James Financial Inc 3.09M $430.09M 0.1% n/c 1 SEC ↗
11 Raymond James Financial Inc 3.09M $430.09M 0.1% n/c 1 SEC ↗
12 Raymond James Financial Inc 3.09M $430.09M 0.1% n/c 1 SEC ↗
13 LPL Financial LLC 3.03M $421.51M 0.1% n/c 1 SEC ↗
14 Royal Bank Of Canada 2.14M $298.35M 0.1% n/c 1 SEC ↗
15 Royal Bank Of Canada 2.14M $298.35M 0.1% n/c 1 SEC ↗
16 Royal Bank Of Canada 2.14M $298.35M 0.1% n/c 1 SEC ↗
17 Royal Bank Of Canada 2.14M $298.35M 0.1% n/c 1 SEC ↗
18 Royal Bank Of Canada 2.14M $298.35M 0.1% n/c 1 SEC ↗
19 Royal Bank Of Canada 2.14M $298.35M 0.1% n/c 1 SEC ↗
20 Royal Bank Of Canada 2.14M $298.35M 0.1% n/c 1 SEC ↗
21 Royal Bank Of Canada 2.14M $298.35M 0.1% n/c 1 SEC ↗
22 Royal Bank Of Canada 2.14M $298.35M 0.1% n/c 1 SEC ↗
23 Royal Bank Of Canada 2.14M $298.35M 0.1% n/c 1 SEC ↗
24 Royal Bank Of Canada 2.14M $298.35M 0.1% n/c 1 SEC ↗
25 Royal Bank Of Canada 2.14M $298.35M 0.1% n/c 1 SEC ↗
26 Royal Bank Of Canada 2.14M $298.35M 0.1% n/c 1 SEC ↗
27 Wells Fargo & Company/Mn 2.08M $288.98M 0.1% n/c 1 SEC ↗
28 Wells Fargo & Company/Mn 2.08M $288.98M 0.1% n/c 1 SEC ↗
29 Wells Fargo & Company/Mn 2.08M $288.98M 0.1% n/c 1 SEC ↗
30 Wells Fargo & Company/Mn 2.08M $288.98M 0.1% n/c 1 SEC ↗
31 UBS Group AG 1.71M $238.47M 0.0% n/c 1 SEC ↗
32 UBS Group AG 1.71M $238.47M 0.0% n/c 1 SEC ↗
33 UBS Group AG 1.71M $238.47M 0.0% n/c 1 SEC ↗
34 UBS Group AG 1.71M $238.47M 0.0% n/c 1 SEC ↗
35 Ameriprise Financial Inc 1.54M $213.46M 0.0% n/c 1 SEC ↗
36 Ameriprise Financial Inc 1.54M $213.46M 0.0% n/c 1 SEC ↗
37 Ameriprise Financial Inc 1.54M $213.46M 0.0% n/c 1 SEC ↗
38 JPMorgan Chase 1.42M -48.9% $198.26M 0.0% ▼ Trim 2 SEC ↗
39 JPMorgan Chase 1.42M -48.9% $198.26M 0.0% ▼ Trim 2 SEC ↗
40 JPMorgan Chase 1.42M -48.9% $198.26M 0.0% ▼ Trim 2 SEC ↗
41 JPMorgan Chase 1.42M -48.9% $198.26M 0.0% ▼ Trim 2 SEC ↗
42 JPMorgan Chase 1.42M -48.9% $198.26M 0.0% ▼ Trim 2 SEC ↗
43 JPMorgan Chase 1.42M -48.9% $198.26M 0.0% ▼ Trim 2 SEC ↗
44 JPMorgan Chase 1.42M -48.9% $198.26M 0.0% ▼ Trim 2 SEC ↗
45 Susquehanna International Group, Llp 1.18M $163.73M 0.2% n/c 1 SEC ↗
46 Envestnet Asset Management Inc 1.08M $150.23M 0.0% n/c 1 SEC ↗
47 Bank of New York Mellon Corp 954.60K $132.84M 0.0% n/c 1 SEC ↗
48 Bank of New York Mellon Corp 954.60K $132.84M 0.0% n/c 1 SEC ↗
49 Bank of New York Mellon Corp 954.60K $132.84M 0.0% n/c 1 SEC ↗
50 Bank of New York Mellon Corp 954.60K $132.84M 0.0% n/c 1 SEC ↗
51 Bank of New York Mellon Corp 954.60K $132.84M 0.0% n/c 1 SEC ↗
52 Bank of New York Mellon Corp 954.60K $132.84M 0.0% n/c 1 SEC ↗
53 Bank of New York Mellon Corp 954.60K $132.84M 0.0% n/c 1 SEC ↗
54 Commonwealth Equity Services, Llc 932.45K $129.76M 0.2% n/c 1 SEC ↗
55 Cetera Investment Advisers 799.88K $111.31M 0.1% n/c 1 SEC ↗
56 Truist Financial Corp 737.71K $102.66M 0.1% n/c 1 SEC ↗
57 Truist Financial Corp 737.71K $102.66M 0.1% n/c 1 SEC ↗
58 Truist Financial Corp 737.71K $102.66M 0.1% n/c 1 SEC ↗
59 Pnc Financial Services Group, Inc. 483.57K $67.29M 0.0% n/c 1 SEC ↗
60 Pnc Financial Services Group, Inc. 483.57K $67.29M 0.0% n/c 1 SEC ↗
61 Pnc Financial Services Group, Inc. 483.57K $67.29M 0.0% n/c 1 SEC ↗
62 Pnc Financial Services Group, Inc. 483.57K $67.29M 0.0% n/c 1 SEC ↗
63 Pnc Financial Services Group, Inc. 483.57K $67.29M 0.0% n/c 1 SEC ↗
64 Pnc Financial Services Group, Inc. 483.57K $67.29M 0.0% n/c 1 SEC ↗
65 Pnc Financial Services Group, Inc. 483.57K $67.29M 0.0% n/c 1 SEC ↗
66 HighTower Advisors, LLC 481.88K $67.06M 0.1% n/c 1 SEC ↗
67 Stifel Financial Corp 477.99K $66.52M 0.1% n/c 1 SEC ↗
68 Stifel Financial Corp 477.99K $66.52M 0.1% n/c 1 SEC ↗
69 Stifel Financial Corp 477.99K $66.52M 0.1% n/c 1 SEC ↗
70 Stifel Financial Corp 477.99K $66.52M 0.1% n/c 1 SEC ↗
71 Osaic Holdings, Inc. 476.88K $66.38M 0.1% n/c 1 SEC ↗
72 Osaic Holdings, Inc. 476.88K $66.38M 0.1% n/c 1 SEC ↗
73 Osaic Holdings, Inc. 476.88K $66.38M 0.1% n/c 1 SEC ↗
74 Osaic Holdings, Inc. 476.88K $66.38M 0.1% n/c 1 SEC ↗
75 Jones Financial Companies Lllp 457.11K $63.61M 0.0% n/c 1 SEC ↗
76 Jones Financial Companies Lllp 457.11K $63.61M 0.0% n/c 1 SEC ↗
77 Creative Planning 442.16K $61.53M 0.0% n/c 1 SEC ↗
78 Creative Planning 442.16K $61.53M 0.0% n/c 1 SEC ↗
79 Mml Investors Services, Llc 406.72K $56.60M 0.1% n/c 1 SEC ↗
80 Wealth Enhancement Advisory… 372.40K $52.97M 0.1% n/c 1 SEC ↗
81 Goldman Sachs Group 331.65K -0.8% $46.15M 0.0% ▼ Trim 2 SEC ↗
82 Goldman Sachs Group 331.65K -0.8% $46.15M 0.0% ▼ Trim 2 SEC ↗
83 Goldman Sachs Group 331.65K -0.8% $46.15M 0.0% ▼ Trim 2 SEC ↗
84 Rockefeller Capital Management L.P. 258.31K $35.95M 0.1% n/c 1 SEC ↗
85 Rockefeller Capital Management L.P. 258.31K $35.95M 0.1% n/c 1 SEC ↗
86 Baird Financial Group, Inc. 244.65K $34.05M 0.1% n/c 1 SEC ↗
87 Baird Financial Group, Inc. 244.65K $34.05M 0.1% n/c 1 SEC ↗
88 Mariner, LLC 219.14K $30.50M 0.0% n/c 1 SEC ↗
89 Mariner, LLC 219.14K $30.50M 0.0% n/c 1 SEC ↗
90 Mariner, LLC 219.14K $30.50M 0.0% n/c 1 SEC ↗
91 Mariner, LLC 219.14K $30.50M 0.0% n/c 1 SEC ↗
92 Corient Private Wealth LP 196.99K $27.44M 0.0% n/c 1 SEC ↗
93 Corient Private Wealth LP 196.99K $27.44M 0.0% n/c 1 SEC ↗
94 Corient Private Wealth LP 196.99K $27.44M 0.0% n/c 1 SEC ↗
95 Bank Of Montreal /Can/ 192.22K $26.75M 0.0% n/c 1 SEC ↗
96 Bank Of Montreal /Can/ 192.22K $26.75M 0.0% n/c 1 SEC ↗
97 Bank Of Montreal /Can/ 192.22K $26.75M 0.0% n/c 1 SEC ↗
98 Bank Of Montreal /Can/ 192.22K $26.75M 0.0% n/c 1 SEC ↗
99 Bank Of Montreal /Can/ 192.22K $26.75M 0.0% n/c 1 SEC ↗
100 Bank Of Montreal /Can/ 192.22K $26.75M 0.0% n/c 1 SEC ↗

"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.

Nieuwe kopers

Geen nieuwe bijgehouden kopers dit kwartaal.

Verlaten

Two Sigma Investments $1.03M was 0.0%

Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 1,229 houders, 61.97M aandelen, $8.85B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.

Vaak gezamenlijk in bezit

Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.

Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR. Rapportageperiode: Q4 2025 · Methodologie · Verkrijg dit via de API