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DOW   33,433.35
QQQ   361.26
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S&P 500   4,288.39
DOW   33,433.35
QQQ   361.26
Nvidia Stock, Christmas Comes Early If You’re On the Fence
Elon Did It Again: This Could be Bigger than Tesla (Ad)
Ride the Waves of Wealth With This Oil Tanker 17% Yield
Here’s Why Cloudflare may be the Ultimate Cloud Stock to Own
Elon Did It Again: This Could be Bigger than Tesla (Ad)
Peloton and Lululemon, Does the Deal Make Sense?
2 Seasonal Stocks to Warm Up Your Portfolio
Buy THIS stock before Taiwan is attacked (Ad)
Fed's Powell gets an earful about inflation and interest rates from small businesses
Sam Bankman-Fried must now convince a jury that the former crypto king was not a crook
S&P 500   4,288.39
DOW   33,433.35
QQQ   361.26
Nvidia Stock, Christmas Comes Early If You’re On the Fence
Elon Did It Again: This Could be Bigger than Tesla (Ad)
Ride the Waves of Wealth With This Oil Tanker 17% Yield
Here’s Why Cloudflare may be the Ultimate Cloud Stock to Own
Elon Did It Again: This Could be Bigger than Tesla (Ad)
Peloton and Lululemon, Does the Deal Make Sense?
2 Seasonal Stocks to Warm Up Your Portfolio
Buy THIS stock before Taiwan is attacked (Ad)
Fed's Powell gets an earful about inflation and interest rates from small businesses
Sam Bankman-Fried must now convince a jury that the former crypto king was not a crook
S&P 500   4,288.39
DOW   33,433.35
QQQ   361.26
Nvidia Stock, Christmas Comes Early If You’re On the Fence
Elon Did It Again: This Could be Bigger than Tesla (Ad)
Ride the Waves of Wealth With This Oil Tanker 17% Yield
Here’s Why Cloudflare may be the Ultimate Cloud Stock to Own
Elon Did It Again: This Could be Bigger than Tesla (Ad)
Peloton and Lululemon, Does the Deal Make Sense?
2 Seasonal Stocks to Warm Up Your Portfolio
Buy THIS stock before Taiwan is attacked (Ad)
Fed's Powell gets an earful about inflation and interest rates from small businesses
Sam Bankman-Fried must now convince a jury that the former crypto king was not a crook
NYSEARCA:SDY

SPDR S&P Dividend ETF (SDY) Institutional Ownership

$113.46
-1.55 (-1.35%)
(As of 10/2/2023 ET)
Compare
Today's Range
$112.84
$114.68
50-Day Range
$113.46
$127.58
52-Week Range
$110.55
$132.50
Volume
517,160 shs
Average Volume
441,187 shs
Market Capitalization
$20.20 billion
Assets Under Management
$20.07 billion
Dividend Yield
2.82%
Net Expense Ratio
0.35%

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

Number of
Institutional Buyers
(last 12 months)
755
Total
Institutional Inflows
(last 12 months)
$46.50 B
Number of
Institutional Sellers
(last 12 months)
557
Total
Institutional Outflows
(last 12 months)
$1.17 B
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Skip Chart & View Institutional Buying and Selling Data

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
9/21/2023Baystate Wealth Management LLC18,388$2.25M0.2%+6.2%0.010%
9/12/2023Farther Finance Advisors LLC840$0.10M0.0%-17.6%0.000%
9/1/2023Portside Wealth Group LLC1,976$0.24M0.0%N/A0.001%
8/30/2023Western Wealth Management LLC56,315$6.90M0.6%-1.1%0.032%
8/25/2023Strategy Asset Managers LLC17,175$2.11M0.5%+1.0%0.010%
8/24/2023ProVise Management Group LLC182,831$22.41M2.0%-2.1%0.103%
8/23/2023Stonebridge Capital Advisors LLC2,500$0.31M0.0%-3.5%0.001%
8/21/2023BOKF NA137,239$16.82M0.3%-3.3%0.077%
8/21/2023VitalStone Financial LLC5,617$0.69M0.4%+2.4%0.003%
8/21/2023VisionPoint Advisory Group LLC20,611$2.53M1.0%-1.0%0.012%
8/21/2023Osaic Holdings Inc.876,773$107.35M0.2%-0.6%0.493%
8/21/2023Principal Street Partners LLC16,973$2.08M0.5%+0.7%0.010%
8/18/2023Addison Capital Co3,884$0.48M0.3%-9.9%0.002%
8/17/2023Orion Portfolio Solutions LLC355,917$43.63M0.5%+2,649.5%0.200%
8/17/2023Peterson Wealth Management77,496$9.50M7.5%+16.8%0.044%
8/17/2023Imprint Wealth LLC50,006$5M0.2%N/A0.028%
8/16/2023Vestor Capital LLC927$0.11M0.0%+23.3%0.001%
8/16/2023CreativeOne Wealth LLC7,989$0.98M0.0%+14.8%0.004%
8/15/2023Alliancebernstein L.P.53,864$6.60M0.0%+8.7%0.030%
8/15/2023Equitable Holdings Inc.109,246$13.39M0.2%+3.8%0.061%
8/15/2023High Falls Advisors Inc13,863$1.70M0.5%-2.9%0.008%
8/15/2023Imprint Wealth LLC50,006$5M0.0%N/A0.028%
8/15/2023Wells Fargo & Company MN2,187,913$268.19M0.1%-6.9%1.229%
8/15/2023EPG Wealth Management LLC3,962$0.49M0.1%+8.5%0.002%
8/15/2023Cornerstone Planning Group LLC315$39K0.0%N/A0.000%
8/15/2023Natixis Advisors L.P.11,944$1.46M0.0%+7.1%0.007%
8/15/2023Retirement Group LLC9,993$1.23M0.5%+1.7%0.006%
8/15/2023Moneta Group Investment Advisors LLC346,578$42.48M0.9%-0.4%0.195%
8/15/2023Integrated Wealth Concepts LLC37,306$4.57M0.1%-4.5%0.021%
8/15/2023Benjamin F. Edwards & Company Inc.14,396$1.77M0.1%+10.0%0.008%
8/15/2023Colony Group LLC205,024$25.13M0.4%+2.1%0.115%
8/15/2023Parkside Financial Bank & Trust310$38K0.0%-57.1%0.000%
8/15/2023IHT Wealth Management LLC134,354$16.47M0.9%+2.4%0.075%
8/15/2023Centaurus Financial Inc.3,394$0.42M0.0%-87.6%0.002%
8/15/2023Arkos Global Advisors4,573$0.56M0.1%-8.3%0.003%
8/15/2023Goldman Sachs Group Inc.433,659$53.16M0.0%-16.5%0.244%
8/15/2023Wealthsource Partners LLC4,231$0.52M0.0%-4.1%0.002%
8/15/2023MidWestOne Financial Group Inc.10,067$1.23M0.3%+10.0%0.006%
8/15/2023Belpointe Asset Management LLC7,475$0.92M0.1%-73.5%0.004%
8/15/2023Zacks Investment Management1,779$0.22M0.0%N/A0.001%
8/15/2023Harbour Investments Inc.6,646$0.82M0.0%+11.3%0.004%
8/15/2023Captrust Financial Advisors147,041$18.02M0.1%-1.1%0.083%
8/15/2023Tyler Stone Wealth Management782$96K0.1%N/A0.000%
8/15/2023Royal Bank of Canada2,634,058$322.88M0.1%-2.3%1.480%
8/15/2023Rockefeller Capital Management L.P.155,851$19.10M0.1%+17.2%0.088%
8/15/2023Segall Bryant & Hamill LLC11,132$1.37M0.0%-14.2%0.006%
8/15/2023STAR Financial Bank13,724$1.68M1.6%-6.4%0.008%
8/15/2023Stifel Financial Corp198,247$24.30M0.0%-10.8%0.111%
8/15/2023Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.112,050$13.74M2.6%-0.7%0.063%
8/15/2023Insigneo Advisory Services LLC2,202$0.27M0.1%-59.9%0.001%
8/15/2023Bay Colony Advisory Group Inc d b a Bay Colony Advisors3,151$0.39M0.1%-24.5%0.002%
8/15/2023Beacon Pointe Advisors LLC19,195$2.35M0.0%-7.2%0.011%
8/14/2023Callan Family Office LLC5,743$0.70M0.2%+7.6%0.003%
8/14/2023Cynosure Management LLC2,517$0.31M0.1%N/A0.001%
8/14/2023Mercer Global Advisors Inc. ADV116,091$14.23M0.1%-11.7%0.065%
8/14/2023Orion Portfolio Solutions LLC352,269$43.63M0.5%+2,621.3%0.198%
8/14/2023Fort Point Capital Partners LLC7,486$0.92M0.1%+7.9%0.004%
8/14/2023Stephens Inc. AR67,694$8.30M0.1%+1.7%0.038%
8/14/2023United Capital Financial Advisers LLC344,436$42.22M0.2%-6.4%0.194%
8/14/2023Retirement Investment Advisors Inc.54,145$6.64M0.8%-19.9%0.030%
8/14/2023IFP Advisors Inc14,411$1.77M0.1%-1.7%0.008%
8/14/2023Tower Research Capital LLC TRC 12,026$1.47M0.0%-60.7%0.007%
8/14/2023Apexium Financial LP80,588$9.88M0.9%-0.8%0.045%
8/14/2023Perennial Investment Advisors LLC29,854$3.66M0.6%+1.1%0.017%
8/14/2023Two Sigma Securities LLC6,095$0.75M0.0%+33.8%0.003%
8/14/2023State Street Corp71,912$8.82M0.0%-1.0%0.040%
8/14/2023Certified Advisory Corp6,811$0.84M0.2%+14.0%0.004%
8/14/2023MML Investors Services LLC473,549$58.05M0.3%-24.7%0.266%
8/14/2023West Tower Group LLC311$38K0.0%N/A0.000%
8/14/2023American Trust40,683$4.99M0.3%-0.7%0.023%
8/14/2023Union Savings Bank17,999$2.28M1.4%N/A0.010%
8/14/2023Graves Light Lenhart Wealth Inc.237,341$29.09M3.9%+1.4%0.133%
8/14/2023Investors Research Corp13,260$1.63M0.4%+8.3%0.007%
8/14/2023Asset Management Group Inc.25,895$3.17M0.7%+0.7%0.015%
8/14/2023Snowden Capital Advisors LLC25,890$3.17M0.1%+3.5%0.015%
8/14/2023Thrivent Financial for Lutherans142,177$17.42M0.0%+10.2%0.080%
8/14/2023Matrix Private Capital Group LLC3,491$0.43M0.3%-2.3%0.002%
8/14/2023Cerity Partners LLC132,147$16.20M0.1%+5.8%0.074%
8/14/2023Eqis Capital Management Inc.10,409$1.28M0.1%+86.1%0.006%
8/14/20231832 Asset Management L.P.95,667$11.73M0.0%-5.2%0.054%
8/11/2023SageView Advisory Group LLC14,594$1.79M0.1%+22.9%0.008%
8/11/2023New England Private Wealth Advisors LLC39,469$4.84M1.0%-5.2%0.022%
8/11/2023Childress Capital Advisors LLC3,971$0.49M0.2%N/A0.002%
8/11/2023Robertson Stephens Wealth Management LLC4,078$0.50M0.0%-3.6%0.002%
8/11/2023Regal Investment Advisors LLC1,700$0.21M0.0%N/A0.001%
8/11/2023Renaissance Technologies LLC3,400$0.42M0.0%+30.8%0.002%
8/11/2023Cibc World Market Inc.93,503$11.46M0.0%-0.5%0.053%
8/11/2023Baird Financial Group Inc.238,757$29.27M0.1%+12.5%0.134%
8/11/2023BlackRock Inc.25,216$3.09M0.0%-1.9%0.014%
8/11/2023Ameritas Investment Partners Inc.80,570$9.88M0.4%+2.8%0.045%
8/11/2023Summit Financial LLC8,072$0.99M0.1%+9.7%0.005%
8/11/2023Buckingham Strategic Wealth LLC16,194$1.99M0.0%+6.5%0.009%
8/11/2023Visionary Wealth Advisors29,419$3.61M0.3%+12.9%0.017%
8/11/2023Missouri Trust & Investment Co4,074$0.50M0.3%+2.7%0.002%
8/11/2023Smith Moore & CO.10,958$1.34M0.2%+9.4%0.006%
8/11/2023Kestra Advisory Services LLC187,607$23M0.2%-2.2%0.105%
8/11/2023Hsbc Holdings PLC17,081$2.09M0.0%-26.3%0.010%
8/11/2023O Shaughnessy Asset Management LLC543$67K0.0%-86.2%0.000%
8/11/2023Financial Engines Advisors L.L.C.2,938$0.36M0.0%+5.6%0.002%
8/11/2023V Wealth Advisors LLC11,716$1.44M0.2%+5.8%0.007%
(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, 1,149 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 ($727.01M), Ameriprise Financial Inc. ($439.63M), LPL Financial LLC ($400.87M), Royal Bank of Canada ($322.88M), Joel Isaacson & Co. LLC ($286.24M), and Raymond James & Associates ($285.19M).Learn more on SDY's institutional investors.

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

Of the 1,019 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: Moneta Group Investment Advisors LLC ($355.52M), First Republic Investment Management Inc. ($2.57M), JPMorgan Chase & Co. ($2.17M), Bank of America Corp DE ($1.97M), Richard Bernstein Advisors LLC ($1.45M), Houlihan Financial Resource Group Ltd. ($1.19M), and LPL Financial LLC ($1.14M).

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

Institutional investors have bought a total of 389,621,539 shares in the last 24 months. This purchase volume represents approximately $48.67B in transactions.

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

Of the 723 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. ($2.11M), Assetmark Inc. ($1.01M), Money Concepts Capital Corp ($0.59M), Moneta Group Investment Advisors LLC ($0.35M), Envestnet Asset Management Inc. ($0.32M), Raymond James & Associates ($0.32M), and 3EDGE Asset Management LP ($0.31M).

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

Institutional investors have sold a total of 13,512,761 shares in the last 24 months. This volume of shares sold represents approximately $1.66B in transactions.


This page (NYSEARCA:SDY) was last updated on 10/3/2023 by MarketBeat.com Staff

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