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SPDR S&P Dividend ETF (SDY) Institutional Ownership

$131.63
-0.03 (-0.02%)
(As of 07/24/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
557
Total
Institutional Inflows
(last 12 months)
$1.29B
Number of
Institutional Sellers
(last 12 months)
572
Total
Institutional Outflows
(last 12 months)
$1.24B
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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
7/24/2024Goldstein Advisors LLC1,760$224K0.0%N/A0.001%
7/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors2,832$360K0.1%-3.9%0.002%
7/24/2024My Legacy Advisors LLC5,982$761K0.2%N/A0.004%
7/24/2024&PARTNERS42,157$5.36M0.2%+251.3%0.027%
7/23/2024 Sandy Cove Advisors LLC6,670$848K0.4%-2.3%0.004%
7/23/2024 Precedent Wealth Partners LLC60,427$7.69M3.1%+0.8%0.038%
7/23/2024 PSI Advisors LLC839$107K0.0%-81.4%0.001%
7/23/2024 H&H Retirement Design & Management INC9,987$1.32M0.8%+1.2%0.006%
7/23/2024 Harbour Trust & Investment Management Co10,350$1.32M0.2%-6.8%0.007%
7/23/2024 American National Bank3,460$440K0.1%-2.8%0.002%
7/23/2024 Horst & Graben Wealth Management LLC4,813$612K0.1%-5.3%0.003%
7/23/2024 United Bank6,216$791K0.4%-34.4%0.004%
7/23/2024 Burns J W & Co. Inc. NY5,784$736K0.1%-7.3%0.004%
7/23/2024 Fifth Third Wealth Advisors LLC47,234$6.01M0.5%+69.6%0.030%
7/22/2024 Atria Wealth Solutions Inc.110,452$14.05M0.2%-15.5%0.070%
7/22/2024 Capital Advisory Group Advisory Services LLC16,174$2.06M0.9%-1.2%0.010%
7/22/2024 Fifth Third Bancorp10,655$1.36M0.0%-10.5%0.007%
7/22/2024 Nadler Financial Group Inc.3,665$466K0.1%+8.5%0.002%
7/22/2024Focus Financial Network Inc.14,964$2.00M0.1%-1.9%0.009%
7/22/2024 Carnegie Investment Counsel21,367$2.72M0.1%-0.4%0.014%
7/22/2024 Pallas Capital Advisors LLC8,053$1.07M0.0%+6.5%0.005%
7/22/2024 M3 Advisory Group LLC3,577$455K0.4%+3.9%0.002%
7/22/2024 Denver Wealth Management Inc.30,358$3.86M1.9%-9.1%0.019%
7/22/2024 Colonial River Wealth Management LLC2,580$328K0.2%-10.2%0.002%
7/20/2024 ZWJ Investment Counsel Inc.4,494$572K0.0%+2.4%0.003%
7/20/2024 First Horizon Advisors Inc.39,371$5.01M0.2%-1.7%0.025%
7/20/2024 Raymond James Financial Services Advisors Inc.727,780$92.56M0.1%-26.0%0.460%
7/20/2024 Apollon Wealth Management LLC17,218$2.19M0.1%-5.7%0.011%
7/19/2024 Johnson & White Wealth Management LLC46,196$5.88M5.6%-14.7%0.029%
7/19/2024 MONECO Advisors LLC63,947$8.13M1.2%-2.2%0.040%
7/19/2024 Pacific Sun Financial Corp9,718$1.24M0.7%-3.0%0.006%
7/19/2024 Western Wealth Management LLC17,844$2.27M0.2%-4.7%0.011%
7/19/2024 Financial Partners Group Inc7,056$897K0.1%-9.7%0.004%
7/19/2024 Marshall Financial Group LLC1,971$251K0.1%N/A0.001%
7/19/2024 Raymond James & Associates2,256,492$286.98M0.2%-2.0%1.426%
7/19/2024 Tyche Wealth Partners LLC11,171$1.42M0.3%-1.3%0.007%
7/18/2024 Wolff Financial Management LLC222,814$28.34M20.9%+1.5%0.141%
7/18/2024 Saxon Interests Inc.5,930$754K0.4%-23.7%0.004%
7/18/2024 Oak Harbor Wealth Partners LLC1,579$201K0.1%-8.7%0.001%
7/18/2024 Brookstone Capital Management1,555$208K0.0%-12.9%0.001%
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7/18/2024 Blue Trust Inc.2,356$309K0.0%+9.5%0.001%
7/18/2024 Baker Tilly Wealth Management LLC5,920$753K0.3%-53.0%0.004%
7/18/2024 Marino Stram & Associates LLC261,842$33.30M8.1%-1.9%0.166%
7/18/2024 Miracle Mile Advisors LLC61,128$7.77M0.2%+7.3%0.039%
7/18/2024 O ROURKE & COMPANY Inc3,472$442K0.2%+4.9%0.002%
7/18/2024 Valley National Advisers Inc.1,723$219K0.0%-22.8%0.001%
7/18/2024 Silver Lake Advisory LLC5,112$650K0.1%N/A0.003%
7/17/2024 Atticus Wealth Management LLC5,156$656K0.2%-42.7%0.003%
7/17/2024 Westside Investment Management Inc.32,672$4.16M1.0%+4.9%0.021%
7/17/2024 Shulman DeMeo Asset Management LLC46,580$5.92M1.5%-0.9%0.029%
7/17/2024 J.Safra Asset Management Corp337,694$42.95M4.3%+1.6%0.213%
7/17/2024 High Net Worth Advisory Group LLC9,104$1.16M0.3%-3.1%0.006%
7/17/2024LifeSteps Financial Inc.28,599$3.64M3.0%-15.3%0.018%
7/17/2024 AdvisorNet Financial Inc1,495$190K0.0%-35.3%0.001%
7/16/2024 Cornerstone Wealth Management LLC54,825$6.97M0.5%+0.8%0.035%
7/16/2024 Envestnet Portfolio Solutions Inc.41,085$5.23M0.0%-8.5%0.026%
7/16/2024 Cascade Investment Group Inc.2,319$295K0.2%-6.1%0.001%
7/16/2024 GPS Wealth Strategies Group LLC1,576$200K0.0%+221.6%0.001%
7/16/2024 ORG Partners LLC5,034$634K0.1%N/A0.003%
7/16/2024 Jackson Grant Investment Advisers Inc.179,231$22.80M9.2%+2.1%0.113%
7/16/2024 Ferguson Wellman Capital Management Inc.19,505$2.48M0.1%+0.8%0.012%
7/16/2024 Great Valley Advisor Group Inc.9,465$1.20M0.0%+0.8%0.006%
7/16/2024 Wealth Enhancement Advisory Services LLC363,430$46.22M0.1%+114.9%0.230%
7/16/2024 AA Financial Advisors LLC23,834$3.03M1.1%+7.4%0.015%
7/16/2024 Smith & Howard Wealth Management LLC3,151$401K0.1%+10.5%0.002%
7/16/2024 Diversified Trust Co9,174$1.17M0.0%-12.2%0.006%
7/16/2024 Agate Pass Investment Management LLC8,820$1.12M0.6%-1.4%0.006%
7/16/2024 Wedmont Private Capital4,018$524K0.0%+5.9%0.003%
7/16/2024 Sequoia Financial Advisors LLC13,516$1.72M0.0%+1.1%0.009%
7/16/2024 Alpha Cubed Investments LLC45,937$5.84M0.3%-3.1%0.029%
7/16/2024 Walter & Keenan Wealth Management LLC IN ADV2,273$289K0.1%+6.8%0.001%
7/15/2024Dynamic Advisor Solutions LLC31,036$3.95M0.1%-56.0%0.020%
7/15/2024 Transform Wealth LLC9,447$1.20M0.1%-1.5%0.006%
7/15/2024 Fifth Third Securities Inc.12,567$1.60M0.1%+7.9%0.008%
7/15/2024 Newman Dignan & Sheerar Inc.20,489$2.61M0.7%-3.2%0.013%
7/15/2024 Ironwood Wealth Management Inc.84,226$10.88M5.5%+1.4%0.053%
7/15/2024New Hampshire Trust2,896$368K0.1%-3.4%0.002%
7/15/2024 Coastline Trust Co10,337$1.32M0.2%-16.0%0.007%
7/15/2024 SMI Advisory Services LLC69,300$8.75M2.2%+221.9%0.044%
7/13/2024 Kraematon Investment Advisors Inc.1,656$211K0.2%-5.3%0.001%
7/13/2024 Mechanics Bank Trust Department29,107$3.70M0.5%-1.1%0.018%
7/12/2024 Thrive Wealth Management LLC2,388$304K0.1%+36.8%0.002%
7/12/2024 Williams & Novak LLC1,833$233K0.2%N/A0.001%
7/12/2024 Hyperion Partners LLC175,689$22.34M15.9%+4.2%0.111%
7/12/2024 Baugh & Associates LLC3,030$420K0.2%-11.5%0.002%
7/12/2024 Country Trust Bank390$50K0.0%N/A0.000%
7/12/2024 Diversify Advisory Services LLC4,910$620K0.0%+35.3%0.003%
7/12/2024 Atlas Private Wealth Advisors5,002$636K0.1%+30.5%0.003%
7/12/2024 True Link Financial Advisors LLC2,215$282K0.0%N/A0.001%
7/12/2024 Opal Wealth Advisors LLC268$34K0.0%N/A0.000%
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7/12/2024 Central Valley Advisors LLC618$79K0.0%-84.8%0.000%
7/12/2024 Kwmg LLC5,036$640K0.1%-12.0%0.003%
7/12/2024 First National Corp MA ADV62,668$7.97M1.9%-11.9%0.040%
7/12/2024 Capital Investment Advisors LLC551,587$70.15M1.6%-2.2%0.349%
7/12/2024 CRA Financial Services LLC114,615$14.58M2.9%-1.8%0.072%
7/12/2024 DHJJ Financial Advisors Ltd.3,655$465K0.2%-4.9%0.002%
7/11/2024 U.S. Capital Wealth Advisors LLC2,947$375K0.0%+3.9%0.002%
7/11/2024 Cadent Capital Advisors LLC26,262$3.34M1.3%-0.5%0.017%
7/11/2024 Canandaigua National Bank & Trust Co.30,424$3.87M0.4%N/A0.019%
7/11/2024 Ellenbecker Investment Group15,933$2.03M0.4%-0.7%0.010%
(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, 1,165 institutional investors and hedge funds held shares of SPDR S&P Dividend ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.20B), Morgan Stanley ($604.57M), LPL Financial LLC ($369.12M), Ameriprise Financial Inc. ($349.77M), Joel Isaacson & Co. LLC ($313.31M), Royal Bank of Canada ($304.18M), and Raymond James & Associates ($286.98M).Learn more on SDY's institutional investors.

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

Of the 980 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: First Republic Investment Management Inc. ($2.05M), Houlihan Financial Resource Group Ltd. ($1.19M), International Assets Investment Management LLC ($1.13M), Assetmark Inc. ($1.01M), Pathstone Family Office LLC ($783.93K), Richard Bernstein Advisors LLC ($758.78K), and Pathstone Holdings LLC ($758.74K).

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

Institutional investors have bought a total of 25,967,274 shares in the last 24 months. This purchase volume represents approximately $3.15B in transactions.

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

Of the 750 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: First Republic Investment Management Inc. ($1.83M), Houlihan Financial Resource Group Ltd. ($1.15M), Assetmark Inc. ($1.01M), Envestnet Asset Management Inc. ($807.94K), Ameriprise Financial Inc. ($663.55K), Raymond James Financial Services Advisors Inc. ($601.56K), and Money Concepts Capital Corp ($580.92K).

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

Institutional investors have sold a total of 17,180,725 shares in the last 24 months. This volume of shares sold represents approximately $2.10B in transactions.


This page (NYSEARCA:SDY) was last updated on 7/24/2024 by MarketBeat.com Staff

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