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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$344M +$349M +5,182,219 New
Bank of America
2
Bank of America
North Carolina
$262M +$267M +3,957,427 New
Bank of New York Mellon
3
Bank of New York Mellon
New York
$232M +$235M +3,492,133 New
State Street
4
State Street
Massachusetts
$222M +$225M +3,344,675 New
U
5
UBS
Switzerland
$183M +$186M +2,757,852 New
Jones Financial Companies
6
Jones Financial Companies
Missouri
$159M +$162M +2,405,670 New
Wells Fargo
7
Wells Fargo
California
$159M +$161M +2,397,240 New
SB
8
Suntrust Banks
Georgia
$123M +$125M +1,858,592 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$117M +$119M +1,770,266 New
RJA
10
Raymond James & Associates
Florida
$79.1M +$80.4M +1,193,299 New
LPL Financial
11
LPL Financial
California
$71.2M +$72.4M +1,074,368 New
JIC
12
Joel Isaacson & Co
New York
$68.8M +$69.9M +1,038,169 New
V
13
Veritable
Delaware
$55.9M +$56.8M +843,437 New
CC
14
Curian Capital
Colorado
$50.8M +$51.6M +766,893 New
BUB
15
BBVA USA Bancshares
Texas
$50.1M +$50.9M +755,472 New
B
16
Baird
Wisconsin
$42.8M +$43.5M +646,170 New
SPIA
17
Strategic Point Investment Advisors
Rhode Island
$39.4M +$40.1M +594,789 New
UCFA
18
United Capital Financial Advisors
Texas
$39M +$39.6M +588,472 New
CNB
19
City National Bank
Delaware
$38.3M +$38.9M +577,621 New
MAA
20
Managed Account Advisors
New Jersey
$33.8M +$34.4M +510,064 New
CC
21
Callan Capital
California
$33M +$33.5M +497,674 New
DWM
22
Destination Wealth Management
California
$31.6M +$32.1M +476,844 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$30.6M +$31.1M +461,792 New
HCM
24
Hengehold Capital Management
Ohio
$27M +$27.5M +407,678 New
Ameriprise
25
Ameriprise
Minnesota
$26.2M +$26.6M +394,952 New
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