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SPDR S&P Dividend ETF (SDY) Institutional Ownership

SPDR S&P Dividend ETF logo
$133.04 -0.19 (-0.14%)
Closing price 05/23/2025 04:10 PM Eastern
Extended Trading
$133.06 +0.02 (+0.01%)
As of 05/23/2025 07:45 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.

Institutional Ownership Changes (13F Filings) for SPDR S&P Dividend ETF (NYSEARCA:SDY)

Number of
Institutional Buyers
(last 12 months)
617
Total
Institutional Inflows
(last 12 months)
$1.54B
Number of
Institutional Sellers
(last 12 months)
589
Total
Institutional Outflows
(last 12 months)
$864.84M
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SDY Institutional Buying and Selling by Quarter

SPDR S&P Dividend ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2025 Rollins Financial Advisors LLC1,512$205K0.0%N/A0.001%
5/20/2025 Belpointe Asset Management LLC14,282$1.94M0.1%-6.7%0.010%
5/20/2025 Focus Partners Wealth116,256$15.77M0.0%+1.9%0.079%
5/20/2025 Flaharty Asset Management LLC197,039$26.73M3.9%-0.9%0.133%
5/20/2025 Integrity Alliance LLC.10,297$1.40M0.1%N/A0.007%
5/16/2025 American Trust31,351$4.25M1.0%-9.0%0.021%
5/16/2025 Ascent Group LLC14,542$1.97M0.1%+147.0%0.010%
5/16/2025 Arete Wealth Advisors LLC6,734$914K0.1%-7.5%0.005%
5/16/2025 Ashton Thomas Private Wealth LLC10,030$1.36M0.1%+350.6%0.007%
5/16/2025 Goldman Sachs Group Inc.345,967$46.94M0.0%-7.7%0.234%
5/16/2025 Jones Financial Companies Lllp40,051$5.59M0.0%-84.4%0.027%
5/16/2025 Raab & Moskowitz Asset Management LLC7,992$1.08M0.3%-6.7%0.005%
5/16/2025 Richwood Investment Advisors LLC9,247$1.26M1.1%-2.5%0.006%
5/16/2025 NewEdge Advisors LLC63,031$8.55M0.1%-13.5%0.043%
5/16/2025 Integrated Wealth Concepts LLC21,650$2.94M0.0%-7.8%0.015%
5/16/2025 Curi RMB Capital LLC3,027$411K0.0%-2.4%0.002%
5/16/2025 AQR Capital Management LLC7,936$1.08M0.0%+49.5%0.005%
5/16/2025 Atalanta Sosnoff Capital LLC2,534$344K0.0%N/A0.002%
5/16/2025 Algorithmic Investment Models LLC2,161$293K0.2%-90.3%0.001%
5/15/2025 Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.99,601$13.51M2.1%-1.8%0.067%
5/15/2025 Federation des caisses Desjardins du Quebec8,874$1.20M0.0%+21.0%0.006%
5/15/2025 EP Wealth Advisors LLC37,616$5.10M0.0%+1.2%0.025%
5/15/2025 Focus Partners Advisor Solutions LLC8,903$1.21M0.0%-3.2%0.006%
5/15/2025 Flputnam Investment Management Co.15,006$2.04M0.0%-3.9%0.010%
5/15/2025 Royal Bank of Canada2,371,561$321.77M0.1%+0.9%1.603%
5/15/2025 MAI Capital Management748,252$101.52M0.8%-1.4%0.506%
5/15/2025 Connecticut Wealth Management LLC38,970$5.29M0.3%N/A0.026%
5/15/2025 Titleist Asset Management LLC2,429$330K0.0%-8.8%0.002%
5/15/2025 Baird Financial Group Inc.210,301$28.53M0.1%-1.1%0.142%
5/15/2025 Activest Wealth Management974$132K0.0%-9.3%0.001%
5/15/2025 Vident Advisory LLC4,649$631K0.0%+2.0%0.003%
5/15/2025 Evergreen Capital Management LLC14,636$1.99M0.1%+0.7%0.010%
5/15/2025 Vermillion & White Wealth Management Group LLC587$80K0.1%-44.1%0.000%
5/15/2025 Gerber Kawasaki Wealth & Investment Management4,983$676K0.0%+30.6%0.003%
5/15/2025 Mission Creek Capital Partners Inc.8,169$1.11M0.2%+5.5%0.006%
5/14/2025 Wealth Preservation Advisors LLC368$50K0.0%N/A0.000%
5/14/2025 CreativeOne Wealth LLC5,980$811K0.0%-6.5%0.004%
5/14/2025 Ieq Capital LLC97,042$13.17M0.1%+92.9%0.066%
5/14/2025 Per Stirling Capital Management LLC.2,610$354K0.1%-18.6%0.002%
5/14/2025 Kitching Partners LLC71,834$9.75M11.2%+11.7%0.049%
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5/14/2025 PKS Advisory Services LLC19,426$2.64M0.8%-0.9%0.013%
5/14/2025 Apexium Financial LP64,980$8.82M0.5%+4.7%0.044%
5/14/2025 Comerica Bank126,715$17.19M0.1%-4.7%0.086%
5/14/2025 Synovus Financial Corp43,764$5.94M0.1%-3.0%0.030%
5/14/2025 SVB Wealth LLC17,464$2.37M0.1%-0.9%0.012%
5/14/2025 Cadence Bank12,228$1.66M0.1%-16.2%0.008%
5/14/2025 Northwestern Mutual Wealth Management Co.92,657$12.57M0.0%+0.6%0.063%
5/14/2025 Van Hulzen Asset Management LLC1,603$217K0.0%-13.6%0.001%
5/14/2025 Kestra Advisory Services LLC148,406$20.14M0.1%-18.0%0.100%
5/14/2025 MAS Advisors LLC6,941$942K1.4%-3.7%0.005%
5/14/2025 1832 Asset Management L.P.31,016$4.21M0.0%-7.0%0.021%
5/14/2025 Ameriprise Financial Inc.1,664,995$226.67M0.1%-0.6%1.125%
5/14/2025 CW Advisors LLC30,124$4.09M0.0%-2.7%0.020%
5/14/2025 Summit Financial LLC9,544$1.30M0.0%+13.2%0.006%
5/14/2025 Flow Traders U.S. LLC25,106$3.41M0.1%N/A0.017%
5/14/2025 GM Advisory Group LLC1,525$207K0.0%N/A0.001%
5/14/2025 Asset Management Group Inc.25,051$3.40M0.6%+0.7%0.017%
5/14/2025 Capital Analysts LLC8,939$1.21M0.0%+16.1%0.006%
5/14/2025 Sumitomo Mitsui Financial Group Inc.18,920$2.57M0.0%-2.2%0.013%
5/14/2025 Nan Shan Life Insurance Co. Ltd.247,496$33.58M0.8%+13.0%0.167%
5/14/2025 Texas Capital Bank Wealth Management Services Inc3,412$463K0.0%-13.5%0.002%
5/14/2025 Bank OZK11,502$1.56M0.6%-1.3%0.008%
5/13/2025 Aptus Capital Advisors LLC12,657$1.72M0.0%+14.1%0.009%
5/13/2025 Northern Trust Corp107,737$14.62M0.0%-1.5%0.073%
5/13/2025 Mill Creek Capital Advisors LLC4,149$563K0.0%+12.5%0.003%
5/13/2025 Freestone Capital Holdings LLC25,742$3.49M0.1%+6.3%0.017%
5/13/2025 Steward Partners Investment Advisory LLC167,874$22.78M0.2%+2.8%0.114%
5/13/2025 Raymond James Financial Inc.3,013,851$408.92M0.2%+0.1%2.038%
5/13/2025 Cresset Asset Management LLC53,686$7.28M0.0%-5.2%0.036%
5/13/2025 Twin Focus Capital Partners LLC21,395$2.90M0.5%-4.0%0.014%
5/13/2025 Forvis Mazars Wealth Advisors LLC80,659$10.94M0.3%-3.3%0.055%
5/13/2025 Boston Family Office LLC2,741$372K0.0%-14.1%0.002%
5/13/2025 Tocqueville Asset Management L.P.3,775$512K0.0%-77.4%0.003%
5/13/2025 Nations Financial Group Inc. IA ADV2,737$371K0.0%+16.7%0.002%
5/13/2025 EverSource Wealth Advisors LLC12,780$1.73M0.1%-20.0%0.009%
5/13/2025 Howard Wealth Management LLC9,308$1.26M0.7%-2.2%0.006%
5/13/2025 High Falls Advisors Inc14,026$1.90M0.4%-8.1%0.009%
5/13/2025 Vestmark Advisory Solutions Inc.2,851$387K0.0%-8.0%0.002%
5/13/2025 Harfst & Associates Inc.2,695$366K0.1%-8.8%0.002%
5/13/2025 American Money Management LLC42,793$5.81M1.1%+0.7%0.029%
5/13/2025 NFP Retirement Inc.17,452$2.37M0.2%-25.0%0.012%
5/13/2025 Klingman & Associates LLC202,040$27.41M1.7%-1.0%0.137%
5/13/2025 MSH Capital Advisors LLC74,311$10.08M3.1%+8.8%0.050%
5/13/2025 Dagco Inc.400$54K0.0%N/A0.000%
5/13/2025 Rathbones Group PLC8,675$1.18M0.0%-2.6%0.006%
5/13/2025 Rossmore Private Capital4,405$598K0.1%+6.0%0.003%
5/13/2025 HighTower Advisors LLC497,305$67.47M0.1%-8.3%0.336%
5/12/2025 Houlihan Financial Resource Group Ltd.40,630$5.51M2.5%-3.3%0.027%
5/12/2025 Meridian Wealth Management LLC5,600$760K0.0%+1.6%0.004%
5/12/2025 Independent Advisor Alliance2,729$370K0.0%-98.5%0.002%
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5/12/2025 Linscomb Wealth Inc.286,530$38.88M1.9%-3.7%0.194%
5/12/2025 SouthState Corp6,202$842K0.0%N/A0.004%
5/12/2025 Aveo Capital Partners LLC3,632$478K0.1%-89.5%0.002%
5/12/2025 Fiduciary Family Office LLC3,029$411K0.1%N/A0.002%
5/12/2025 Taylor Financial Group Inc.6,024$817K0.6%-2.5%0.004%
5/12/2025 Koss Olinger Consulting LLC9,782$1.33M0.1%N/A0.007%
5/12/2025 Zions Bancorporation National Association UT540$73K0.0%N/A0.000%
5/12/2025 Townsquare Capital LLC70,064$9.51M0.1%+143.4%0.047%
5/12/2025 Founders Financial Alliance LLC1,084$147K0.0%+30.9%0.001%
5/12/2025 National Bank of Canada FI84,562$11.48M0.0%-5.6%0.057%
(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 SDY's institutional investors.

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

Of the 931 institutional investors that purchased SPDR S&P Dividend ETF 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 21,240,542 shares in the last 24 months. This purchase volume represents approximately $2.73B in transactions.

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

Of the 818 institutional investors that sold SPDR S&P Dividend ETF 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), Houlihan Financial Resource Group Ltd. ($1.15M), Envestnet Asset Management Inc. ($753.14K), Raymond James Financial Services Advisors Inc. ($601.56K), Money Concepts Capital Corp ($580.92K), Ameriprise Financial Inc. ($504.55K), and Legacy Financial Group LLC ($470.82K).

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

Institutional investors have sold a total of 16,268,509 shares in the last 24 months. This volume of shares sold represents approximately $2.06B in transactions.



This page (NYSEARCA:SDY) was last updated on 5/24/2025 by MarketBeat.com Staff
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