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SPDR S&P Dividend ETF (SDY) Institutional Ownership

SPDR S&P Dividend ETF logo
$136.48 -0.48 (-0.35%)
Closing price 08/1/2025 04:10 PM Eastern
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$136.81 +0.33 (+0.24%)
As of 08/1/2025 07:19 PM 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)
623
Total
Institutional Inflows
(last 12 months)
$1.47B
Number of
Institutional Sellers
(last 12 months)
599
Total
Institutional Outflows
(last 12 months)
$810.60M
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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
8/1/2025 Bank of Jackson Hole Trust8,457$1.15M0.7%+17.6%0.006%
8/1/2025 Winebrenner Capital Management LLC9,607$1.30M1.1%+1.5%0.007%
8/1/2025 Biltmore Family Office LLC550$75K0.0%+57.1%0.000%
8/1/2025 Providence First Trust Co12,753$1.73M0.6%N/A0.009%
8/1/2025 Planning Directions Inc.20,024$2.72M1.5%-6.0%0.014%
8/1/2025 Zhang Financial LLC14,122$1.92M0.1%-15.8%0.010%
8/1/2025 Purkiss Capital Advisors LLC5,185$704K0.4%-5.9%0.004%
8/1/2025 GWN Securities Inc.1,884$256K0.0%-91.0%0.001%
8/1/2025 Y Intercept Hong Kong Ltd4,719$641K0.0%N/A0.003%
8/1/2025 Transcend Capital Advisors LLC17,822$2.42M0.2%-48.0%0.012%
8/1/2025 Cobblestone Capital Advisors LLC NY1,819$247K0.0%N/A0.001%
8/1/2025 Bessemer Group Inc.34,328$4.66M0.0%+0.3%0.023%
8/1/2025 Koss Olinger Consulting LLC8,244$1.12M0.1%-15.7%0.006%
8/1/2025 Ashton Thomas Private Wealth LLC9,356$1.27M0.0%-6.7%0.006%
8/1/2025 Envestnet Asset Management Inc.1,211,883$164.49M0.0%-0.7%0.827%
7/31/2025 New Hampshire Trust3,709$503K0.1%+23.4%0.003%
7/31/2025 Ballast Advisors LLC1,271$173K0.1%-12.7%0.001%
7/31/2025 Conservest Capital Advisors Inc.9,437$1.28M0.1%-1.4%0.006%
7/31/2025 Brighton Jones LLC20,644$2.80M0.1%+10.7%0.014%
7/31/2025 Focus Partners Advisor Solutions LLC5,711$775K0.0%-35.9%0.004%
7/31/2025 Mycio Wealth Partners LLC29,919$4.06M0.9%+0.7%0.020%
7/31/2025 Glass Jacobson Investment Advisors llc575$78K0.0%+196.4%0.000%
7/31/2025 Sage Mountain Advisors LLC9,830$1.33M0.1%-2.2%0.007%
7/31/2025 Washington Trust Advisors Inc.1,844$250K0.0%-46.6%0.001%
7/31/2025 Moloney Securities Asset Management LLC17,381$2.36M0.3%-9.2%0.012%
7/31/2025 GLOBALT Investments LLC GA10,927$1.48M0.1%-10.3%0.007%
7/31/2025 Carnegie Investment Counsel21,636$2.94M0.1%-2.4%0.015%
7/31/2025 Hoge Financial Services LLC2,581$350K0.2%-2.8%0.002%
7/30/2025 First Citizens Bank & Trust Co.3,012$409K0.0%-12.6%0.002%
7/30/2025 Cambridge Capital Management LLC7,160$972K0.5%N/A0.005%
7/30/2025 Strategic Blueprint LLC10,495$1.42M0.1%-23.8%0.007%
7/30/2025 Principle Wealth Partners LLC19,913$2.70M0.2%+10.9%0.014%
7/30/2025 Clifford Swan Investment Counsel LLC2,135$290K0.0%-4.5%0.001%
7/30/2025 Forum Financial Management LP10,510$1.43M0.0%-3.5%0.007%
7/30/2025 Caliber Wealth Management LLC KS3,411$463K0.0%+66.6%0.002%
7/30/2025 Parcion Private Wealth LLC5,616$762K0.0%-28.2%0.004%
7/30/2025 Black Diamond Financial LLC7,853$1.07M0.2%-78.9%0.005%
7/30/2025 Exencial Wealth Advisors LLC1,551$211K0.0%-14.3%0.001%
7/30/2025 Pacific Sun Financial Corp8,988$1.22M0.6%-4.2%0.006%
7/30/2025 Fiduciary Family Office LLC3,151$428K0.1%+4.0%0.002%
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7/30/2025 Whittier Trust Co. of Nevada Inc.43,976$5.97M0.1%-6.9%0.030%
7/30/2025 Whittier Trust Co.40,557$5.51M0.1%-11.7%0.028%
7/30/2025 Liberty One Investment Management LLC18,179$2.47M0.2%+0.7%0.012%
7/30/2025 Klingman & Associates LLC195,246$26.50M1.5%-3.4%0.133%
7/30/2025 Financial Perspectives Inc398$54K0.0%N/A0.000%
7/30/2025 Princeton Global Asset Management LLC2,082$283K0.1%+27.7%0.001%
7/29/2025 Orin Green Financial LLC1,522$207K0.1%N/A0.001%
7/29/2025 Stephens Inc. AR19,534$2.65M0.0%-12.5%0.013%
7/29/2025 Beverly Hills Private Wealth LLC1,685$229K0.0%-5.5%0.001%
7/29/2025 Uhlmann Price Securities LLC3,763$511K0.4%-25.7%0.003%
7/29/2025 Calamos Wealth Management LLC7,497$1.02M0.0%+21.4%0.005%
7/29/2025 Salomon & Ludwin LLC37,131$5.14M0.5%-0.7%0.025%
7/29/2025 Forvis Mazars Wealth Advisors LLC80,175$10.88M0.2%-0.6%0.055%
7/29/2025 Chicago Partners Investment Group LLC23,371$3.27M0.1%+0.5%0.016%
7/29/2025 International Assets Investment Management LLC6,539$888K0.0%-33.8%0.004%
7/29/2025 Swmg LLC1,956$272K0.1%N/A0.001%
7/29/2025 May Barnhard Investments LLC11,726$1.59M0.7%+15.4%0.008%
7/29/2025 MPS Loria Financial Planners LLC9,334$1.27M0.4%-8.3%0.006%
7/29/2025 Koshinski Asset Management Inc.4,419$600K0.0%+3.3%0.003%
7/29/2025 Curbstone Financial Management Corp7,150$970K0.2%-8.3%0.005%
7/29/2025 Kanawha Capital Management LLC3,167$430K0.0%-3.1%0.002%
7/29/2025 Stratos Wealth Partners LTD.49,027$6.66M0.1%-2.7%0.033%
7/29/2025 Private Trust Co. NA4,866$660K0.1%-4.6%0.003%
7/29/2025 Kraft Davis & Associates LLC1,525$212K0.1%N/A0.001%
7/29/2025 Mine & Arao Wealth Creation & Management LLC.36,851$5.00M2.2%+0.6%0.025%
7/29/2025 Harbor Asset Planning Inc.3,917$532K0.5%N/A0.003%
7/29/2025 Activest Wealth Management823$112K0.0%-15.5%0.001%
7/29/2025 Hourglass Capital LLC10,545$1.43M0.4%-3.7%0.007%
7/29/2025 Semitam Bonam LLC6,090$827K0.8%N/A0.004%
7/28/2025 Patten & Patten Inc. TN2,344$318K0.0%-7.9%0.002%
7/28/2025 Interchange Capital Partners LLC309$42K0.0%-94.7%0.000%
7/28/2025 Mutual Advisors LLC16,360$2.29M0.1%+2.4%0.011%
7/28/2025 Strategent Financial LLC38,652$5.25M4.1%-0.6%0.026%
7/28/2025 Ritholtz Wealth Management5,388$731K0.0%+9.6%0.004%
7/28/2025 Private Wealth Asset Management LLC296$40K0.0%+1,245.5%0.000%
7/28/2025 Harbour Investments Inc.11,314$1.54M0.0%-0.7%0.008%
7/28/2025 Aries Wealth Management51,429$6.98M1.8%-1.7%0.035%
7/28/2025 J.Safra Asset Management Corp358,708$48.52M3.5%+1.2%0.245%
7/28/2025 Sagespring Wealth Partners LLC30,821$4.18M0.0%-5.6%0.021%
7/28/2025Equitable Trust Co.3,078$418K0.0%-21.6%0.002%
7/28/2025 Founders Grove Wealth Partners LLC33,638$4.57M1.1%-0.8%0.023%
7/28/2025 Kiker Wealth Management LLC572$78K0.0%-66.1%0.000%
7/28/2025 Harbour Trust & Investment Management Co9,131$1.24M0.1%-1.4%0.006%
7/28/2025 RFG Advisory LLC6,336$860K0.0%-9.5%0.004%
7/28/2025 Axxcess Wealth Management LLC7,687$1.04M0.0%-1.6%0.005%
7/28/2025 Nadler Financial Group Inc.3,434$466K0.0%-6.6%0.002%
7/25/2025 NorthRock Partners LLC28,335$3.85M0.1%-7.5%0.019%
7/25/2025 Verdence Capital Advisors LLC9,215$1.25M0.1%-1.9%0.006%
7/25/2025 Atria Wealth Solutions Inc.38,189$5.20M0.1%-48.1%0.026%
7/25/2025 Envestnet Portfolio Solutions Inc.12,803$1.74M0.0%-63.2%0.009%
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7/25/2025 Astoria Portfolio Advisors LLC.5,359$748K0.2%+22.7%0.004%
7/25/2025 Sequoia Financial Advisors LLC21,225$2.88M0.0%-6.9%0.014%
7/25/2025 Lion Street Advisors LLC4,433$602K0.2%-26.5%0.003%
7/25/2025 MGO One Seven LLC17,151$2.33M0.1%+0.8%0.012%
7/25/2025 Cypress Capital Group2,395$325K0.0%-4.0%0.002%
7/25/2025 Hazlett Burt & Watson Inc.5,026$682K0.3%+2.3%0.003%
7/25/2025 Almanack Investment Partners LLC.3,641$494K0.1%N/A0.002%
7/25/2025 Joel Adams & Associates Inc.1,689$229K0.2%-19.2%0.001%
7/25/2025 Index Fund Advisors Inc.10,752$1.46M0.1%-12.2%0.007%
7/25/2025 CWM LLC77,956$10.58M0.0%-5.7%0.053%
(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, 1,228 institutional investors and hedge funds held shares of SPDR S&P Dividend ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.02B), Morgan Stanley ($604.57M), Raymond James Financial Inc. ($408.92M), 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 926 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: Raymond James Financial Inc. ($3.01M), International Assets Investment Management LLC ($2.29M), Pathstone Family Office LLC ($783.83K), JPMorgan Chase & Co. ($775.48K), Pathstone Holdings LLC ($758.74K), Orion Portfolio Solutions LLC ($682.30K), and Assetmark Inc. ($679.70K).

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

Institutional investors have bought a total of 10,935,279 shares in the last 24 months. This purchase volume represents approximately $1.47B in transactions.

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

Of the 599 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. ($435.64K), Janney Montgomery Scott LLC ($433.23K), LPL Financial LLC ($242.35K), Jones Financial Companies Lllp ($216.97K), Independent Advisor Alliance ($174.68K), and Truist Financial Corp ($154.05K).

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

Institutional investors have sold a total of 6,015,403 shares in the last 24 months. This volume of shares sold represents approximately $810.60M in transactions.


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This page (NYSEARCA:SDY) was last updated on 8/4/2025 by MarketBeat.com Staff
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