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SPDR S&P Dividend ETF (SDY) Institutional Ownership

SPDR S&P Dividend ETF logo
$140.05 +0.80 (+0.57%)
As of 01:05 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)
642
Total
Institutional Inflows
(last 12 months)
$2.62B
Number of
Institutional Sellers
(last 12 months)
622
Total
Institutional Outflows
(last 12 months)
$843.77M
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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
10/17/2025Farmers & Merchants Investments Inc.993$139K0.0%+297.2%0.001%
10/17/2025Dumont & Blake Investment Advisors LLC25,855$3.62M0.9%+0.5%0.018%
10/17/2025Financial Partners Group Inc2,448$343K0.0%-4.2%0.002%
10/17/2025Institute for Wealth Management LLC.2,198$308K0.0%-5.2%0.002%
10/17/2025MPS Loria Financial Planners LLC9,257$1.30M0.3%-0.8%0.006%
10/17/2025Sard Wealth Management Group LLC93,772$13.13M7.5%+0.5%0.065%
10/17/2025Worth Asset Management LLC1,857$260K0.1%-19.3%0.001%
10/17/2025Sowell Financial Services LLC3,468$486K0.0%-9.7%0.002%
10/17/2025MKT Advisors LLC5,433$761K0.3%-12.3%0.004%
10/17/2025Founders Grove Wealth Partners LLC33,001$4.62M1.1%-1.9%0.023%
10/17/2025Apollon Wealth Management LLC16,223$2.27M0.0%-6.5%0.011%
10/17/2025Shulman DeMeo Asset Management LLC43,799$6.13M1.4%-0.2%0.030%
10/16/2025 Carnegie Investment Counsel21,104$2.96M0.1%-2.5%0.015%
10/16/2025 Richwood Investment Advisors LLC9,122$1.28M1.0%-1.1%0.006%
10/16/2025 Halbert Hargrove Global Advisors LLC749$105K0.0%-27.0%0.001%
10/16/2025 Ellsworth Advisors LLC2,000$279K0.1%N/A0.001%
10/16/2025 CRA Financial Services LLC100,719$14.11M1.9%-1.5%0.070%
10/16/2025 Regent Peak Wealth Advisors LLC98,285$13.77M2.7%N/A0.068%
10/16/2025 Trust Co. of Toledo NA OH5,499$770K0.1%+22.2%0.004%
10/16/2025 Blue Trust Inc.4,121$577K0.0%+3.6%0.003%
10/16/2025 Neumann Capital Management LLC32,900$4.61M1.3%-3.5%0.023%
10/16/2025 Whitaker Myers Wealth Managers LTD.1,811$254K0.1%+16.0%0.001%
10/15/2025 CWM LLC102,350$14.33M0.0%+31.3%0.071%
10/15/2025 Johnson & White Wealth Management LLC32,760$4.59M2.1%-0.6%0.023%
10/15/2025 Cadent Capital Advisors LLC11,615$1.63M0.4%+6.4%0.008%
10/15/2025 Jeppson Wealth Management LLC10,395$1.46M0.5%-1.9%0.007%
10/15/2025 World Investment Advisors73,461$10.29M0.2%-9.1%0.051%
10/15/2025 Triangle Securities Wealth Management4,921$689K0.2%-2.3%0.003%
10/15/2025 DAVENPORT & Co LLC28,176$3.95M0.0%-8.9%0.020%
10/14/2025 GLOBALT Investments LLC GA10,315$1.45M0.1%-5.6%0.007%
10/14/2025 Key Client Fiduciary Advisors LLC3,259$456K0.2%+5.7%0.002%
10/14/2025 OLD National Bancorp IN5,406$757K0.0%+251.3%0.004%
10/14/2025 Trust Co. of Vermont10,750$1.51M0.1%-2.6%0.007%
10/14/2025 Cliftonlarsonallen Wealth Advisors LLC66,089$9.26M0.1%-0.2%0.046%
10/14/2025 Farther Finance Advisors LLC11,776$1.65M0.0%+89.5%0.008%
10/14/2025 TL Private Wealth40,990$5.66M2.3%-3.9%0.028%
10/14/2025 Market Street Wealth Management Advisors LLC4,277$599K0.1%-5.5%0.003%
10/14/2025 Precedent Wealth Partners LLC78,673$11.02M2.4%+3.0%0.055%
10/14/2025 Confluence Investment Management LLC67,791$9.49M0.1%-9.9%0.047%
10/14/2025 Berger Financial Group Inc2,443$342K0.0%-16.9%0.002%
10/14/2025 Kentucky Trust Co7,300$1.02M0.6%-6.5%0.005%
10/14/2025 S.E.E.D. Planning Group LLC2,810$394K0.1%+4.6%0.002%
10/14/2025 Westmount Partners LLC8,820$1.24M0.3%-2.1%0.006%
10/14/2025 Brighton Jones LLC20,953$2.93M0.1%+1.5%0.015%
10/14/2025 Foster Group Inc.1,784$250K0.0%-39.2%0.001%
10/10/2025 Fifth Third Securities Inc.8,733$1.22M0.1%+5.6%0.006%
10/10/2025 Charles Schwab Trust Co29,898$4.19M0.3%+31.5%0.021%
10/10/2025 Sound Income Strategies LLC2,882$401K0.0%-13.6%0.002%
10/10/2025 Corsicana & Co.58,695$8.22M4.6%N/A0.041%
10/10/2025 Flputnam Investment Management Co.13,006$1.82M0.0%-3.4%0.009%
10/10/2025 Focus Financial Network Inc.16,371$2.29M0.1%+5.2%0.011%
10/10/2025 Signal Advisors Wealth LLC3,851$539K0.0%N/A0.003%
10/9/2025 CGN Advisors LLC2,530$354K0.0%-3.9%0.002%
10/9/2025 AdvisorNet Financial Inc2,291$321K0.0%+18.0%0.002%
10/9/2025 Newman Dignan & Sheerar Inc.18,407$2.58M0.6%-3.2%0.013%
10/9/2025 Louisbourg Investments Inc.685$96K0.0%N/A0.000%
10/9/2025 Harbour Capital Advisors LLC17,705$2.48M0.5%+2.2%0.012%
10/9/2025 Dynamic Advisor Solutions LLC17,642$2.47M0.1%-0.9%0.012%
10/9/2025 Long Run Wealth Advisors LLC14,110$1.98M0.4%-1.0%0.010%
10/8/2025 Genesis Private Wealth LLC4,003$561K0.2%+4.4%0.003%
10/8/2025 Agate Pass Investment Management LLC8,191$1.15M0.4%-3.8%0.006%
10/8/2025 Fiduciary Alliance LLC2,143$300K0.0%-18.4%0.001%
10/8/2025 Balefire LLC28,974$4.06M0.8%-33.0%0.020%
10/8/2025 McNaughton Wealth Management LLC10,754$1.51M0.6%-0.8%0.007%
10/7/2025 Canandaigua National Bank & Trust Co.26,725$3.74M0.3%-1.6%0.018%
10/7/2025 Salem Investment Counselors Inc.2,670$374K0.0%-4.0%0.002%
10/7/2025 Graves Light Lenhart Wealth Inc.182,363$25.54M2.8%-3.9%0.126%
10/6/2025 Destiny Wealth Partners LLC69,081$9.68M1.2%-1.1%0.048%
10/6/2025 Venture Visionary Partners LLC2,268$318K0.0%-20.8%0.002%
10/6/2025 Martin Capital Partners LLC4,452$624K0.2%+2.4%0.003%
10/3/2025 KFA Private Wealth Group LLC2,016$282K0.1%+4.0%0.001%
10/2/2025 Investors Research Corp11,530$1.62M0.3%-2.6%0.008%
10/2/2025 Global Wealth Strategies & Associates217$30K0.0%+985.0%0.000%
9/26/2025Corient Private Wealth LLC81,580$11.07M0.0%-8.6%0.056%
9/22/2025Caldwell Trust Co2,197$298K0.0%N/A0.002%
9/19/2025Canal Capital Management LLC8,328$1.13M0.2%+106.8%0.006%
9/12/2025Valeo Financial Advisors LLC6,689$908K0.0%+58.7%0.005%
9/11/2025Silicon Valley Capital Partners450$61K0.0%+97.4%0.000%
9/9/2025NWF Advisory Services Inc.182,317$24.75M3.0%+0.2%0.125%
9/4/2025Reynders McVeigh Capital Management LLC4,522$614K0.0%-11.2%0.003%
9/4/2025SevenBridge Financial Group LLC4,959$692K0.1%-11.6%0.003%
9/4/2025Osaic Holdings Inc.525,676$71.37M0.1%+15.8%0.359%
9/3/2025American Trust29,907$4.06M0.4%-4.6%0.020%
8/29/2025Evolution Wealth Management Inc.404$55K0.1%N/A0.000%
8/29/2025Total Investment Management Inc.320$43K0.0%N/A0.000%
8/29/2025Centaurus Financial Inc.4,040$548K0.0%-16.0%0.003%
8/27/2025Orion Porfolio Solutions LLC205,196$27.85M0.2%-0.2%0.140%
8/26/2025Thrivent Financial for Lutherans11,436$1.55M0.0%+12.9%0.008%
8/22/2025TT Capital Management LLC5,270$703K0.2%N/A0.004%
8/19/2025B. Riley Wealth Advisors Inc.9,021$1.22M0.1%N/A0.006%
8/19/2025Advisory Services Network LLC21,793$2.99M0.0%+5.6%0.015%
8/18/2025N.E.W. Advisory Services LLC6,001$815K0.1%-42.1%0.004%
8/18/2025Geneos Wealth Management Inc.9,344$1.27M0.0%+20.1%0.006%
8/16/2025Evergreen Capital Management LLC14,836$2.01M0.1%+1.4%0.010%
8/15/2025Tower Research Capital LLC TRC 7,824$1.06M0.0%+7,012.7%0.005%
8/15/2025Sugar Maple Asset Management LLC21,272$2.89M2.3%-22.8%0.015%
8/15/2025Corient Private Wealth LLC163,284$22.16M0.0%+82.9%0.112%
8/15/2025Equitable Holdings Inc.116,784$15.85M0.1%+8.0%0.080%
8/15/2025Northeast Financial Consultants Inc6,838$928K0.0%-26.4%0.005%
8/15/2025Captrust Financial Advisors141,762$19.24M0.0%+0.1%0.097%
(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 918 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 Cetera Investment Advisers ($527.27K).

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

Institutional investors have bought a total of 19,365,226 shares in the last 24 months. This purchase volume represents approximately $2.62B in transactions.

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

Of the 622 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 6,244,000 shares in the last 24 months. This volume of shares sold represents approximately $843.90M in transactions.


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This page (NYSEARCA:SDY) was last updated on 10/20/2025 by MarketBeat.com Staff
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