증권 기록 · 과거 분기 (아카이브)
SDY
State Street SPDR S&P Dividend ETF · Financial Services · Asset Management - Income
77추적 보유자
+4Δ 보유자
38.21M보유 주식 수
$5.57B보고 가치
+6신규 편입 포지션
−2청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +5.5% ·
주식 흐름 -4.0% ·
순 신규 포지션 +5.2%
· 산식
보유자 분산: 보유자 수 증가, 집계 지분 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 258.93K | $38.62M | n/a | n/a |
| Q2 2026 | 72 | -3 | 37.52M | $5.71B | +2 | −6 |
| 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 | n/a | −1 |
| Q1 2025 | 6 | +1 | 52.25K | $7.09M | +1 | n/a |
| Q4 2024 | 5 | 0 | 44.17K | $5.83M | +1 | −1 |
| Q3 2024 | 5 | 0 | 33.76K | $4.80M | +1 | −1 |
| Q2 2024 | 5 | n/a | 64.79K | $8.24M | n/a | n/a |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 7.32M | +0.5% | $1.07B | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | Morgan Stanley ✦ | 4.85M | +0.2% | $707.79M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | Raymond James Financial Inc | 3.06M | -1.0% | $446.51M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 3.00M | -1.0% | $437.55M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 2.20M | +5.9% | $321.05M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 6 | Royal Bank Of Canada | 2.02M | -5.7% | $295.04M | 0.1% | ▼ Trim | 2 | SEC ↗ ×12 |
| 7 | UBS Group AG | 1.67M | -2.3% | $244.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | JPMorgan Chase ✦ | 1.40M | -1.8% | $202.21M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 9 | Ameriprise Financial Inc | 1.33M | -13.2% | $196.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Envestnet Asset Management Inc | 1.10M | +2.2% | $161.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 930.33K | -2.5% | $135.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 12 | Commonwealth Equity Services, Llc | 894.63K | -4.1% | $130.56M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 742.60K | -7.2% | $108.38M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 14 | Truist Financial Corp | 709.67K | -3.8% | $103.57M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Osaic Holdings, Inc. | 514.32K | +7.8% | $75.08M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Jones Financial Companies Lllp | 486.20K | +6.4% | $70.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | HighTower Advisors, LLC | 479.13K | -0.6% | $69.92M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 465.86K | -2.5% | $67.99M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 19 | Pnc Financial Services Group, Inc. | 460.74K | -4.7% | $67.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 20 | Creative Planning | 439.20K | -0.7% | $64.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 21 | Mml Investors Services, Llc | 351.91K | -13.5% | $51.36M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 328.84K | -0.8% | $47.99M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 23 | Mariner, LLC | 304.38K | +38.9% | $44.42M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 24 | Rockefeller Capital Management L.P. | 267.70K | +3.6% | $39.07M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 25 | Baird Financial Group, Inc. | 255.21K | +4.3% | $37.24M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Wealth Enhancement Advisory… | 223.64K | -40.0% | $32.68M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 159.42K | -17.1% | $23.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 28 | Captrust Financial Advisors | 145.62K | +7.1% | $21.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 130.63K | +18.2% | $19.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 127.41K | +7.9% | $18.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Focus Partners Wealth | 126.14K | -4.6% | $18.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 115.08K | +1558.7% | $16.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Bnp Paribas Financial Markets | 100.87K | -33.2% | $14.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Cerity Partners LLC | 99.61K | +6.2% | $14.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 35 | Northwestern Mutual Wealth… | 95.80K | -2.3% | $13.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Us Bancorp \De\ | 92.72K | -1.3% | $13.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 37 | TD Waterhouse Canada Inc. | 87.30K | +140.9% | $12.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Cibc World Market Inc. | 85.75K | -17.3% | $12.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | National Bank Of Canada /Fi/ | 85.45K | +3.3% | $12.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Blair William & Co/Il | 82.76K | +7.2% | $12.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Northern Trust Corp | 77.84K | -4.0% | $11.36M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 42 | Corient Private Wealth LP | 74.39K | -62.2% | $10.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Brown Advisory Inc | 70.90K | +4.5% | $10.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 44 | Alliancebernstein L.P. | 68.28K | +4.9% | $9.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Cwm, Llc | 58.47K | -15.2% | $8.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | CIBC Bancorp USA Inc. | 52.42K | n/a | $7.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 47 | Lido Advisors, LLC | 51.44K | +19.8% | $7.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 48 | Franklin Resources Inc | 50.79K | -2.4% | $7.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 49 | Susquehanna International Group, Llp | 45.47K | -96.1% | $6.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 50 | AQR Capital Management ✦ | 40.05K | +54.9% | $5.84M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 51 | BlackRock ✦ (패시브) | 32.05K | +5.4% | $4.68M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 52 | 1832 Asset Management L.P. | 27.79K | +1.9% | $4.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Citadel Advisors ✦ | 26.01K | -12.0% | $3.80M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 54 | Citigroup Inc | 25.08K | +5.5% | $3.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Deutsche Bank Ag\ | 20.44K | -30.6% | $2.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 56 | Quantinno Capital Management LP | 18.99K | +133.5% | $2.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Financial Engines Advisors L.L.C. | 17.77K | +5.0% | $2.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | First Trust Advisors Lp | 15.49K | -27.1% | $2.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Qube Research & Technologies Ltd | 14.82K | +1176.6% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Mirae Asset Global Investments Co.… | 14.10K | -36.2% | $2.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Neuberger Berman Group LLC | 8.74K | +11.0% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | UBS AM, a distinct business unit of… | 7.39K | +1528.2% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Renaissance Technologies ✦ | 6.40K | 신규 | $934,016 | 0.0% | New | 1 | SEC ↗ |
| 64 | Hrt Financial Lp | 5.58K | 신규 | $815,000 | 0.0% | New | 1 | SEC ↗ |
| 65 | Tudor Investment Corp Et Al | 4.95K | 신규 | $722,987 | 0.0% | New | 1 | SEC ↗ |
| 66 | Allspring Global Investments… | 3.01K | 0.0% | $440,345 | 0.0% | Held | 2 | SEC ↗ |
| 67 | Assetmark, Inc | 3.02K | -1.3% | $440,250 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Principal Financial Group Inc | 2.94K | 0.0% | $428,480 | 0.0% | Held | 2 | SEC ↗ |
| 69 | First Manhattan Co. Llc. | 2.39K | +5.1% | $348,213 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Gotham Asset Management ✦ | 2.18K | 신규 | $318,003 | 0.0% | New | 1 | SEC ↗ |
| 71 | Empower Advisory Group, LLC | 2.12K | -1.4% | $310,123 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | GAMCO Investors ✦ | 2.04K | 0.0% | $296,988 | 0.0% | Held | 8 | SEC ↗ |
| 73 | Russell Investments Group, Ltd. | 1.84K | -15.5% | $267,984 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Chevy Chase Trust Holdings, LLC | 1.70K | 0.0% | $247,369 | 0.0% | Held | 2 | SEC ↗ |
| 75 | Simplex Trading, Llc | 1.64K | 신규 | $239,195 | 0.0% | New | 1 | SEC ↗ |
| 76 | Barclays Plc | 1.50K | 신규 | $218,910 | 0.0% | New | 1 | SEC ↗ |
| 77 | Kayne Anderson Rudnick Investment… | 174 | 0.0% | $25,411 | 0.0% | Held | 2 | SEC ↗ |
"비중"은 해당 운용사의 보고된 13F 주식 가치에서 해당 포지션이 차지하는 비율로, 확신도 지표입니다. ✦ = 선별된 운용사.
신규 매수자
| Renaissance Technologies | $934,016 | 0.0% |
| Hrt Financial Lp | $815,000 | 0.0% |
| Tudor Investment Corp Et Al | $722,987 | 0.0% |
| Gotham Asset Management | $318,003 | 0.0% |
| Simplex Trading, Llc | $239,195 | 0.0% |
| Barclays Plc | $218,910 | 0.0% |
청산됨
| D. E. Shaw & Co. | $851,103 | 이었음 0.0% |
| Fisher Asset Management | $455,556 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 1,229 보유 기관, 61.97M 주식, $8.85B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 종목의 추적 보유자가 가장 많이 함께 보유하는 종목: 공동 보유 건수 기준이며, 펀더멘털 관계를 나타내지 않습니다.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q1 2026 ·
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