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SPDR S&P Dividend ETF (SDY) Institutional Ownership

SPDR S&P Dividend ETF logo
$139.78 -0.88 (-0.63%)
Closing price 09/15/2025 04:10 PM Eastern
Extended Trading
$140.42 +0.64 (+0.46%)
As of 08:29 AM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR S&P Dividend ETF (NYSEARCA:SDY)

Current
Institutional Ownership
Percentage
43.42%
Number of
Institutional Buyers
(last 12 months)
650
Total
Institutional Inflows
(last 12 months)
$2.60B
Number of
Institutional Sellers
(last 12 months)
628
Total
Institutional Outflows
(last 12 months)
$865.66M
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SDY Institutional Buying and Selling by Quarter

SPDR S&P Dividend ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/12/2025 Valeo Financial Advisors LLC6,689$908K0.0%+58.7%0.005%
9/11/2025 Silicon Valley Capital Partners450$61K0.0%+97.4%0.000%
9/9/2025 NWF Advisory Services Inc.182,317$24.75M3.0%+0.2%0.125%
9/4/2025 Reynders McVeigh Capital Management LLC4,522$614K0.0%-11.2%0.003%
9/4/2025 SevenBridge Financial Group LLC4,959$692K0.1%-11.6%0.003%
9/4/2025 Osaic Holdings Inc.525,676$71.37M0.1%+15.8%0.359%
9/3/2025 American Trust29,907$4.06M0.4%-4.6%0.020%
8/29/2025 Evolution Wealth Management Inc.404$55K0.1%N/A0.000%
8/29/2025 Total Investment Management Inc.320$43K0.0%N/A0.000%
8/29/2025 Centaurus Financial Inc.4,040$548K0.0%-16.0%0.003%
8/27/2025 Orion Porfolio Solutions LLC205,196$27.85M0.2%-0.2%0.140%
8/26/2025 Thrivent Financial for Lutherans11,436$1.55M0.0%+12.9%0.008%
8/22/2025 TT Capital Management LLC5,270$703K0.2%N/A0.004%
8/19/2025 B. Riley Wealth Advisors Inc.9,021$1.22M0.1%N/A0.006%
8/19/2025 Advisory Services Network LLC21,793$2.99M0.0%+5.6%0.015%
8/18/2025 N.E.W. Advisory Services LLC6,001$815K0.1%-42.1%0.004%
8/18/2025 Geneos Wealth Management Inc.9,344$1.27M0.0%+20.1%0.006%
8/16/2025 Evergreen Capital Management LLC14,836$2.01M0.1%+1.4%0.010%
8/15/2025 Tower Research Capital LLC TRC 7,824$1.06M0.0%+7,012.7%0.005%
8/15/2025 Sugar Maple Asset Management LLC21,272$2.89M2.3%-22.8%0.015%
8/15/2025 Corient Private Wealth LLC163,284$22.16M0.0%+82.9%0.112%
8/15/2025 Equitable Holdings Inc.116,784$15.85M0.1%+8.0%0.080%
8/15/2025 Northeast Financial Consultants Inc6,838$928K0.0%-26.4%0.005%
8/15/2025 Captrust Financial Advisors141,762$19.24M0.0%+0.1%0.097%
8/15/2025 Keel Point LLC3,423$465K0.0%N/A0.002%
8/15/2025 Cooksen Wealth LLC11,382$1.55M1.2%-2.1%0.008%
8/15/2025 WFA of San Diego LLC3,252$441K0.3%N/A0.002%
8/15/2025 Visionary Wealth Advisors18,034$2.45M0.1%+30.8%0.012%
8/15/2025 Two Sigma Securities LLC2,465$335K0.0%+20.7%0.002%
8/15/2025 Snowden Capital Advisors LLC21,934$2.98M0.1%+3.4%0.015%
8/15/2025 Orion Porfolio Solutions LLC349,460$47.43M0.3%+70.0%0.239%
8/15/2025 MML Investors Services LLC416,482$56.53M0.2%+2.1%0.285%
8/15/2025 Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.61,066$8.29M1.4%-38.7%0.042%
8/15/2025 Houlihan Financial Resource Group Ltd.40,117$5.47M2.3%-1.3%0.027%
8/15/2025 IHT Wealth Management LLC80,376$10.91M0.3%+8.6%0.055%
8/15/2025 Great Valley Advisor Group Inc.12,407$1.68M0.0%-3.9%0.008%
8/15/2025 Garden State Investment Advisory Services LLC4,154$564K0.1%-12.7%0.003%
8/15/2025 EP Wealth Advisors LLC37,901$5.14M0.0%+0.8%0.026%
8/15/2025 Curi Capital LLC5,777$784K0.0%+90.8%0.004%
8/15/2025 Benjamin Edwards Inc.187,705$25.48M0.3%+851.4%0.128%
8/15/2025 BNP Paribas Financial Markets101,489$13.78M0.0%+7,180.4%0.069%
8/15/2025 Bank of America Corp DE7,404,602$1.01B0.1%-1.8%5.060%
8/15/2025 Ameriprise Financial Inc.1,604,371$217.47M0.1%-3.6%1.096%
8/14/2025 Connecticut Wealth Management LLC36,336$4.93M0.2%-6.8%0.025%
8/14/2025 MGB Wealth Management LLC693$94K0.0%+55.7%0.000%
8/14/2025 Ausdal Financial Partners Inc.6,862$931K0.1%-1.1%0.005%
8/14/2025 Raymond James Financial Inc.3,133,413$425.30M0.1%+4.0%2.141%
8/14/2025 Peak Asset Management LLC14,962$2.03M0.4%+0.6%0.010%
8/14/2025 Kitching Partners LLC74,269$10.08M10.3%+3.4%0.051%
8/14/2025 Peapack Gladstone Financial Corp58,519$7.94M0.1%-1.8%0.040%
8/14/2025 Ieq Capital LLC52,633$7.14M0.0%-45.8%0.036%
8/14/2025 Main Street Financial Solutions LLC2,612$355K0.0%-3.8%0.002%
8/14/2025 NewEdge Advisors LLC65,223$8.85M0.0%+3.5%0.045%
8/14/2025 BCS Private Wealth Management Inc.7,290$989K0.4%N/A0.005%
8/14/2025 Gerber Kawasaki Wealth & Investment Management4,727$642K0.0%-5.1%0.003%
8/14/2025 SVB Wealth LLC11,518$1.56M0.1%-34.0%0.008%
8/14/2025 Navis Wealth Advisors LLC5,537$752K0.6%-15.3%0.004%
8/14/2025 Cary Street Partners Financial LLC10,867$1.48M0.0%-23.2%0.007%
8/14/2025 Cerity Partners LLC76,233$10.35M0.0%-7.5%0.052%
8/13/2025 Per Stirling Capital Management LLC.1,663$226K0.0%-36.3%0.001%
8/13/2025 StoneX Group Inc.4,667$633K0.0%-28.0%0.003%
8/13/2025 Capula Management Ltd15,896$2.16M0.0%N/A0.011%
8/13/2025 Flow Traders U.S. LLC24,327$3.30M0.1%-3.1%0.017%
8/13/2025 Cresset Asset Management LLC50,281$6.83M0.0%-6.3%0.034%
8/13/2025 Strategic Family Wealth Counselors L.L.C.61,592$8.36M2.4%+4.1%0.042%
8/13/2025 Gateway Wealth Partners LLC1,567$213K0.0%N/A0.001%
8/13/2025 Brown Advisory Inc.64,050$8.69M0.0%-2.0%0.044%
8/13/2025 Veltria Advisors Corp.2,042$277K0.2%N/A0.001%
8/13/2025 Baird Financial Group Inc.202,773$27.52M0.0%-3.6%0.139%
8/13/2025 First Trust Advisors LP32,141$4.36M0.0%+30.4%0.022%
8/13/2025 Raab & Moskowitz Asset Management LLC7,883$1.07M0.3%-1.4%0.005%
8/13/2025 Kilter Group LLC350$48K0.0%N/A0.000%
8/13/2025 EverSource Wealth Advisors LLC12,439$1.69M0.1%-2.7%0.008%
8/13/2025 1832 Asset Management L.P.26,498$3.60M0.0%-14.6%0.018%
8/13/2025 CW Advisors LLC28,516$3.87M0.0%-5.3%0.019%
8/13/2025 Beacon Pointe Advisors LLC33,723$4.58M0.0%+0.4%0.023%
8/13/2025 Wellspring Financial Advisors LLC60,366$8.19M0.1%-9.7%0.041%
8/13/2025 M&T Bank Corp60,434$8.20M0.0%+0.2%0.041%
8/13/2025 Van Hulzen Asset Management LLC1,973$268K0.0%+23.1%0.001%
8/13/2025 Boston Family Office LLC2,361$320K0.0%-13.9%0.002%
8/13/2025 Smith Moore & CO.9,134$1.24M0.1%-5.9%0.006%
8/13/2025 Greenwich Wealth Management LLC2,521$342K0.0%+7.5%0.002%
8/13/2025 Lido Advisors LLC38,289$5.20M0.0%+12.9%0.026%
8/13/2025 Stablepoint Partners LLC16,169$2.20M0.4%+0.8%0.011%
8/13/2025 Denver Wealth Management Inc.25,239$3.43M1.4%-3.5%0.017%
8/13/2025 Scotia Capital Inc.159,493$21.65M0.1%-32.2%0.109%
8/13/2025 Level Four Advisory Services LLC7,904$1.07M0.0%-11.6%0.005%
8/13/2025 Northwestern Mutual Wealth Management Co.96,993$13.17M0.0%+4.7%0.066%
8/13/2025 Sumitomo Mitsui Financial Group Inc.38,836$5.27M0.1%+105.3%0.027%
8/13/2025 Baltimore Washington Financial Advisors Inc.163,402$22.18M1.0%+0.5%0.112%
8/13/2025 Choreo LLC18,535$2.52M0.0%-4.9%0.013%
8/13/2025 Russell Investments Group Ltd.1,064$144K0.0%-39.0%0.001%
8/12/2025 Blueprint Financial Advisors LLC23,762$3.23M1.0%N/A0.016%
8/12/2025 J.W. Cole Advisors Inc.63,226$8.58M0.2%+116.9%0.043%
8/12/2025 SlateStone Wealth LLC9,320$1.27M0.1%-7.6%0.006%
8/12/2025 Associated Banc Corp107,361$14.57M0.4%-0.6%0.073%
8/12/2025 Financial Advocates Investment Management6,472$878K0.1%-91.5%0.004%
8/12/2025 Laurel Wealth Advisors LLC25,653$3.48M0.0%+13,473.0%0.018%
8/12/2025 RiverFront Investment Group LLC2,267$308K0.0%+9.7%0.002%
8/12/2025 Steward Partners Investment Advisory LLC200,793$27.25M0.2%+19.6%0.137%
(Data available from 1/1/2016 forward)

SDY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SDY shares?

During the previous two years, 1,232 institutional investors and hedge funds held shares of SPDR S&P Dividend ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.01B), Morgan Stanley ($604.57M), Raymond James Financial Inc. ($425.30M), LPL Financial LLC ($374.75M), Joel Isaacson & Co. LLC ($359.00M), Royal Bank of Canada ($321.77M), and Raymond James & Associates ($315.61M).Learn more on SPDR S&P Dividend ETF's institutional investors.

What percentage of SPDR S&P Dividend ETF's stock is owned by institutional investors?

43.42% of SPDR S&P Dividend ETF's stock is owned by institutional investors. Learn more on SDY's institutional investor holdings.

Which institutional investors have been buying SPDR S&P Dividend ETF's stock?

Of the 923 institutional investors that purchased SPDR S&P Dividend ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($7.96M), Raymond James Financial Inc. ($3.13M), International Assets Investment Management LLC ($2.29M), Pathstone Family Office LLC ($783.83K), Pathstone Holdings LLC ($758.74K), Assetmark Inc. ($679.70K), and Capital Investment Advisors LLC ($590.92K).

How much institutional buying is happening at SPDR S&P Dividend ETF?

Institutional investors have bought a total of 19,241,646 shares in the last 24 months. This purchase volume represents approximately $2.60B in transactions.

Which of SPDR S&P Dividend ETF's major shareholders have been selling company stock?

Of the 628 institutional investors that sold SPDR S&P Dividend ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($1.17M), Assetmark Inc. ($440.67K), Janney Montgomery Scott LLC ($433.23K), LPL Financial LLC ($237.50K), Jones Financial Companies Lllp ($216.97K), Independent Advisor Alliance ($174.68K), and Private Advisor Group LLC ($137.55K).

How much institutional selling is happening at SPDR S&P Dividend ETF?

Institutional investors have sold a total of 6,396,605 shares in the last 24 months. This volume of shares sold represents approximately $865.66M in transactions.


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This page (NYSEARCA:SDY) was last updated on 9/16/2025 by MarketBeat.com Staff
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