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SPDR S&P Dividend ETF (SDY) Institutional Ownership

SPDR S&P Dividend ETF logo
$138.79 +0.27 (+0.19%)
Closing price 07/3/2025 05:00 PM Eastern
Extended Trading
$138.76 -0.03 (-0.02%)
As of 07/3/2025 05:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
617
Total
Institutional Inflows
(last 12 months)
$1.49B
Number of
Institutional Sellers
(last 12 months)
589
Total
Institutional Outflows
(last 12 months)
$861.24M
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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
7/1/2025 Confluence Investment Management LLC75,270$10.22M0.1%N/A0.051%
7/1/2025 Harbor Investment Advisory LLC481$65K0.0%-22.3%0.000%
6/16/2025Peterson Wealth Management60,569$8.22M5.5%+4.3%0.041%
5/28/2025Jones Financial Companies Lllp331,634$44.59M0.0%+29.0%0.224%
5/28/2025Intrua Financial LLC6,585$893K0.1%-15.2%0.004%
5/28/2025Addison Capital Co5,757$781K0.3%-4.6%0.004%
5/27/2025Jacobi Capital Management LLC4,195$569K0.0%+2.1%0.003%
5/22/2025Rollins Financial Advisors LLC1,512$205K0.0%N/A0.001%
5/20/2025Belpointe Asset Management LLC14,282$1.94M0.1%-6.7%0.010%
5/20/2025Focus Partners Wealth116,256$15.77M0.0%+1.9%0.079%
5/20/2025Flaharty Asset Management LLC197,039$26.73M3.9%-0.9%0.133%
5/20/2025Integrity Alliance LLC.10,297$1.40M0.1%N/A0.007%
5/16/2025American Trust31,351$4.25M1.0%-9.0%0.021%
5/16/2025Ascent Group LLC14,542$1.97M0.1%+147.0%0.010%
5/16/2025Arete Wealth Advisors LLC6,734$914K0.1%-7.5%0.005%
5/16/2025Ashton Thomas Private Wealth LLC10,030$1.36M0.1%+350.6%0.007%
5/16/2025Goldman Sachs Group Inc.345,967$46.94M0.0%-7.7%0.236%
5/16/2025Jones Financial Companies Lllp40,051$5.59M0.0%-84.4%0.027%
5/16/2025Raab & Moskowitz Asset Management LLC7,992$1.08M0.3%-6.7%0.005%
5/16/2025Richwood Investment Advisors LLC9,247$1.26M1.1%-2.5%0.006%
5/16/2025NewEdge Advisors LLC63,031$8.55M0.1%-13.5%0.043%
5/16/2025Integrated Wealth Concepts LLC21,650$2.94M0.0%-7.8%0.015%
5/16/2025Curi RMB Capital LLC3,027$411K0.0%-2.4%0.002%
5/16/2025AQR Capital Management LLC7,936$1.08M0.0%+49.5%0.005%
5/16/2025Atalanta Sosnoff Capital LLC2,534$344K0.0%N/A0.002%
5/16/2025Algorithmic Investment Models LLC2,161$293K0.2%-90.3%0.001%
5/15/2025Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.99,601$13.51M2.1%-1.8%0.067%
5/15/2025Federation des caisses Desjardins du Quebec8,874$1.20M0.0%+21.0%0.006%
5/15/2025EP Wealth Advisors LLC37,616$5.10M0.0%+1.2%0.025%
5/15/2025Focus Partners Advisor Solutions LLC8,903$1.21M0.0%-3.2%0.006%
5/15/2025Flputnam Investment Management Co.15,006$2.04M0.0%-3.9%0.010%
5/15/2025Royal Bank of Canada2,371,561$321.77M0.1%+0.9%1.603%
5/15/2025MAI Capital Management748,252$101.52M0.8%-1.4%0.506%
5/15/2025Connecticut Wealth Management LLC38,970$5.29M0.3%N/A0.026%
5/15/2025Titleist Asset Management LLC2,429$330K0.0%-8.8%0.002%
5/15/2025Baird Financial Group Inc.210,301$28.53M0.1%-1.1%0.142%
5/15/2025Activest Wealth Management974$132K0.0%-9.3%0.001%
5/15/2025Vident Advisory LLC4,649$631K0.0%+2.0%0.003%
5/15/2025Evergreen Capital Management LLC14,636$1.99M0.1%+0.7%0.010%
5/15/2025Vermillion & White Wealth Management Group LLC587$80K0.1%-44.1%0.000%
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5/15/2025Gerber Kawasaki Wealth & Investment Management4,983$676K0.0%+30.6%0.003%
5/15/2025Mission Creek Capital Partners Inc.8,169$1.11M0.2%+5.5%0.006%
5/14/2025Wealth Preservation Advisors LLC368$50K0.0%N/A0.000%
5/14/2025CreativeOne Wealth LLC5,980$811K0.0%-6.5%0.004%
5/14/2025Ieq Capital LLC97,042$13.17M0.1%+92.9%0.066%
5/14/2025Per Stirling Capital Management LLC.2,610$354K0.1%-18.6%0.002%
5/14/2025Kitching Partners LLC71,834$9.75M11.2%+11.7%0.049%
5/14/2025PKS Advisory Services LLC19,426$2.64M0.8%-0.9%0.013%
5/14/2025Apexium Financial LP64,980$8.82M0.5%+4.7%0.044%
5/14/2025Comerica Bank126,715$17.19M0.1%-4.7%0.086%
5/14/2025Synovus Financial Corp43,764$5.94M0.1%-3.0%0.030%
5/14/2025SVB Wealth LLC17,464$2.37M0.1%-0.9%0.012%
5/14/2025Cadence Bank12,228$1.66M0.1%-16.2%0.008%
5/14/2025Northwestern Mutual Wealth Management Co.92,657$12.57M0.0%+0.6%0.063%
5/14/2025Van Hulzen Asset Management LLC1,603$217K0.0%-13.6%0.001%
5/14/2025Kestra Advisory Services LLC148,406$20.14M0.1%-18.0%0.100%
5/14/2025MAS Advisors LLC6,941$942K1.4%-3.7%0.005%
5/14/20251832 Asset Management L.P.31,016$4.21M0.0%-7.0%0.021%
5/14/2025Ameriprise Financial Inc.1,664,995$226.67M0.1%-0.6%1.125%
5/14/2025CW Advisors LLC30,124$4.09M0.0%-2.7%0.020%
5/14/2025Summit Financial LLC9,544$1.30M0.0%+13.2%0.006%
5/14/2025Flow Traders U.S. LLC25,106$3.41M0.1%N/A0.017%
5/14/2025GM Advisory Group LLC1,525$207K0.0%N/A0.001%
5/14/2025Asset Management Group Inc.25,051$3.40M0.6%+0.7%0.017%
5/14/2025Capital Analysts LLC8,939$1.21M0.0%+16.1%0.006%
5/14/2025Sumitomo Mitsui Financial Group Inc.18,920$2.57M0.0%-2.2%0.013%
5/14/2025Nan Shan Life Insurance Co. Ltd.247,496$33.58M0.8%+13.0%0.167%
5/14/2025Texas Capital Bank Wealth Management Services Inc3,412$463K0.0%-13.5%0.002%
5/14/2025Bank OZK11,502$1.56M0.6%-1.3%0.008%
5/13/2025Aptus Capital Advisors LLC12,657$1.72M0.0%+14.1%0.009%
5/13/2025Northern Trust Corp107,737$14.62M0.0%-1.5%0.073%
5/13/2025Mill Creek Capital Advisors LLC4,149$563K0.0%+12.5%0.003%
5/13/2025Freestone Capital Holdings LLC25,742$3.49M0.1%+6.3%0.017%
5/13/2025Steward Partners Investment Advisory LLC167,874$22.78M0.2%+2.8%0.114%
5/13/2025Raymond James Financial Inc.3,013,851$408.92M0.2%+0.1%2.038%
5/13/2025Cresset Asset Management LLC53,686$7.28M0.0%-5.2%0.036%
5/13/2025Twin Focus Capital Partners LLC21,395$2.90M0.5%-4.0%0.014%
5/13/2025Forvis Mazars Wealth Advisors LLC80,659$10.94M0.3%-3.3%0.055%
5/13/2025Boston Family Office LLC2,741$372K0.0%-14.1%0.002%
5/13/2025Tocqueville Asset Management L.P.3,775$512K0.0%-77.4%0.003%
5/13/2025Nations Financial Group Inc. IA ADV2,737$371K0.0%+16.7%0.002%
5/13/2025EverSource Wealth Advisors LLC12,780$1.73M0.1%-20.0%0.009%
5/13/2025Howard Wealth Management LLC9,308$1.26M0.7%-2.2%0.006%
5/13/2025High Falls Advisors Inc14,026$1.90M0.4%-8.1%0.009%
5/13/2025Vestmark Advisory Solutions Inc.2,851$387K0.0%-8.0%0.002%
5/13/2025Harfst & Associates Inc.2,695$366K0.1%-8.8%0.002%
5/13/2025American Money Management LLC42,793$5.81M1.1%+0.7%0.029%
5/13/2025NFP Retirement Inc.17,452$2.37M0.2%-25.0%0.012%
5/13/2025Klingman & Associates LLC202,040$27.41M1.7%-1.0%0.137%
5/13/2025MSH Capital Advisors LLC74,311$10.08M3.1%+8.8%0.050%
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5/13/2025Dagco Inc.400$54K0.0%N/A0.000%
5/13/2025Rathbones Group PLC8,675$1.18M0.0%-2.6%0.006%
5/13/2025Rossmore Private Capital4,405$598K0.1%+6.0%0.003%
5/13/2025HighTower Advisors LLC497,305$67.47M0.1%-8.3%0.336%
5/12/2025Houlihan Financial Resource Group Ltd.40,630$5.51M2.5%-3.3%0.027%
5/12/2025Meridian Wealth Management LLC5,600$760K0.0%+1.6%0.004%
5/12/2025Independent Advisor Alliance2,729$370K0.0%-98.5%0.002%
5/12/2025Linscomb Wealth Inc.286,530$38.88M1.9%-3.7%0.194%
5/12/2025SouthState Corp6,202$842K0.0%N/A0.004%
5/12/2025Aveo Capital Partners LLC3,632$478K0.1%-89.5%0.002%
(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 ($347.10M), 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 930 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), Houlihan Financial Resource Group Ltd. ($1.14M), Pathstone Family Office LLC ($783.83K), JPMorgan Chase & Co. ($775.48K), Pathstone Holdings LLC ($758.74K), and Orion Portfolio Solutions LLC ($682.30K).

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

Institutional investors have bought a total of 11,159,015 shares in the last 24 months. This purchase volume represents approximately $1.49B in transactions.

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

Of the 589 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 ($393.50K), Raymond James Financial Services Advisors Inc. ($255.13K), LPL Financial LLC ($242.35K), Jones Financial Companies Lllp ($216.97K), and Independent Advisor Alliance ($174.68K).

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

Institutional investors have sold a total of 6,449,056 shares in the last 24 months. This volume of shares sold represents approximately $861.24M in transactions.


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This page (NYSEARCA:SDY) was last updated on 7/4/2025 by MarketBeat.com Staff
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