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SPDR S&P Dividend ETF (SDY) Institutional Ownership

SPDR S&P Dividend ETF logo
$147.94 -1.03 (-0.69%)
Closing price 04:10 PM Eastern
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$147.94 0.00 (0.00%)
As of 04:39 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)
547
Total
Institutional Inflows
(last 12 months)
$558.12M
Number of
Institutional Sellers
(last 12 months)
534
Total
Institutional Outflows
(last 12 months)
$481.86M
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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
9/23/2026 QRG Capital Management Inc.2,646$403K0.0%+8.3%0.002%
9/23/2026 Envestnet Asset Management Inc.1,111,642$169.17M0.0%+0.7%0.799%
9/15/2026 Anchor Investment Management LLC807$123K0.0%-15.6%0.001%
9/15/2026 Reynders McVeigh Capital Management LLC2,529$385K0.0%+24.8%0.002%
9/9/2026 Bouchey Financial Group Ltd.11,000$1.67M0.1%-8.3%0.007%
9/9/2026 Van Hulzen Asset Management LLC1,585$241K0.0%-23.8%0.001%
9/9/2026 Bienville Capital Management LLC1,650$251K0.0%N/A0.001%
9/9/2026 SVB Wealth LLC9,843$1.50M0.1%-1.7%0.007%
9/9/2026 NorthRock Partners LLC31,048$4.73M0.1%+5.1%0.021%
9/9/2026 Integrated Wealth Concepts LLC35,846$5.46M0.0%+57.7%0.024%
9/9/2026 RFG Advisory LLC6,875$1.05M0.0%+48.6%0.005%
9/9/2026 NewEdge Advisors LLC84,145$12.81M0.0%+35.8%0.056%
9/9/2026 IFP Advisors Inc7,726$1.18M0.0%+25.1%0.005%
9/9/2026 Baird Financial Group Inc.272,798$41.51M0.1%+6.9%0.180%
9/9/2026 Performa Ltd US LLC9,455$1.44M0.2%N/A0.006%
9/9/2026 Beacon Investment Advisory Services Inc.2,743$417K0.0%-4.2%0.002%
9/8/2026 Allworth Financial LP27,894$4.25M0.0%-48.6%0.018%
9/8/2026 Waverly Advisors LLC26,208$3.99M0.0%+9.3%0.017%
9/2/2026 Kinetic Wealth Investment Advisors LLC2,902$442K0.2%N/A0.002%
8/27/2026 Corient Private Wealth LP75,630$11.51M0.0%+1.7%0.050%
8/26/2026 HighTower Advisors LLC481,025$73.20M0.1%+0.4%0.318%
8/24/2026 Serenity Investment Advisors5,738$907K0.4%-2.1%0.004%
8/24/2026 Carlson Financial Inc.1,321$201K0.1%N/A0.001%
8/23/2026 Ameritas Advisory Services LLC48,435$7.37M0.1%+35.4%0.032%
8/23/2026 Wedmont Private Capital15,220$2.35M0.1%+54.3%0.010%
8/23/2026 Kintra Wealth LLC18,013$2.85M0.1%+6.4%0.012%
8/23/2026 HB Wealth Management LLC89,726$13.66M0.1%+0.7%0.059%
8/23/2026 Nvest Financial LLC1,332$203K0.1%N/A0.001%
8/23/2026 Kaydan Wealth Management Inc.4,904$746K0.2%-2.0%0.003%
8/22/2026 Advisory Solutions Group LLC1,517$231K0.1%N/A0.001%
8/22/2026 Compass Financial Management LLC2,767$433K0.0%N/A0.002%
8/22/2026 NBH Bank8,246$1.26M0.5%N/A0.005%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC5,351$814K0.3%N/A0.004%
8/22/2026 Markowski Investments187$28K0.0%N/A0.000%
8/22/2026 Timbuktu Capital Management LLC1,437$219K0.3%N/A0.001%
8/22/2026 Shum Financial Group Inc.26,884$4.09M2.2%+2.6%0.018%
8/22/2026 Investor s Fiduciary Advisor Network LLC1,321$201K0.1%N/A0.001%
8/22/2026 NWF Advisory Services Inc.183,880$27.98M2.6%+3.3%0.121%
8/22/2026 TD Waterhouse Canada Inc.31,779$4.86M0.0%-63.6%0.021%
8/22/2026 Syntax Research Inc.500$76K0.1%+100.0%0.000%
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8/22/2026 United Community Bank1,100$167K0.1%-12.0%0.001%
8/22/2026 Concurrent Investment Advisors LLC27,269$4.15M0.0%+13.6%0.018%
8/21/2026 Kraft Davis & Associates LLC1,351$208K0.0%-11.5%0.001%
8/21/2026 Continuum Advisory LLC193$29K0.0%N/A0.000%
8/21/2026 Round Rock Advisors LLC2,607$397K0.1%-7.2%0.002%
8/21/2026 Coppell Advisory Solutions LLC737$112K0.0%N/A0.000%
8/21/2026 Firestone Capital Management31,596$4.81M0.9%-0.6%0.021%
8/20/2026 Sigma Planning Corp9,536$1.45M0.0%-3.5%0.006%
8/20/2026 Two Sigma Securities LLC1,719$262K0.0%-4.0%0.001%
8/20/2026 Benjamin Edwards Inc.286,769$43.64M0.4%+47.0%0.189%
8/20/2026 Flputnam Investment Management Co.9,700$1.48M0.0%+1.2%0.006%
8/20/2026 Northwestern Mutual Wealth Management Co.97,512$14.84M0.0%+1.8%0.064%
8/20/2026 Greenleaf Trust71,486$10.88M0.1%-1.6%0.047%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC6,382$971K0.0%-13.7%0.004%
8/19/2026 Ferguson Wellman Capital Management Inc.16,876$2.57M0.0%+8.6%0.011%
8/15/2026 First Bancorp Inc ME445$68K0.0%N/A0.000%
8/12/2026 Compass Financial Management LLC2,767$433K0.1%N/A0.002%
8/7/2026 Trust Co. of Vermont10,449$1.59M0.1%N/A0.007%
8/7/2026 Continuum Advisory LLC193$29K0.0%N/A0.000%
8/6/2026 J.Safra Asset Management Corp378,030$57.53M2.6%+2.6%0.250%
8/6/2026 Bank of New York Mellon Corp910,494$138.56M0.0%-2.1%0.601%
8/6/2026 VeraBank N.A.8,642$1.32M0.2%-12.7%0.006%
8/5/2026 Janney Montgomery Scott LLC577,947$87.95M0.2%+0.9%0.382%
8/5/2026 LFG Wealth Partners LLC2,270$208K0.1%N/A0.001%
8/4/2026 Jeppson Wealth Management LLC8,475$1.29M0.4%-11.8%0.006%
8/4/2026 MTM Investment Management LLC1,743$265K0.1%+23.2%0.001%
7/10/2026 Regent Peak Wealth Advisors LLC153,565$23.37M4.2%+0.9%0.109%
7/10/2026 Investors Research Corp10,656$1.62M0.3%-5.6%0.007%
7/10/2026 Butensky & Cohen Financial Security Inc.9,686$1.47M0.4%+1.8%0.007%
7/10/2026 Kentucky Trust Co6,500$989K0.5%-2.6%0.005%
7/10/2026 City Holding Co.2,536$386K0.0%+34.8%0.002%
7/10/2026 Charles Schwab Trust Co28,048$4.27M0.2%-6.9%0.020%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors1,760$268K0.0%-4.1%0.001%
7/10/2026 Fulton Bank N.A.3,589$546K0.0%-11.1%0.003%
7/10/2026 Wealthcare Advisory Partners LLC11,581$1.76M0.0%-5.9%0.008%
7/9/2026 Kraft Davis & Associates LLC1,351$208K0.0%-11.5%0.001%
7/9/2026 Shrier Wealth Management LLC42,918$6.53M2.2%+4.1%0.031%
7/9/2026 Key Client Fiduciary Advisors LLC3,621$551K0.2%+2.4%0.003%
7/9/2026 Focus Financial Network Inc.15,025$2.29M0.1%+3.0%0.011%
7/9/2026 Allied Private Wealth LLC600$92K0.1%N/A0.000%
7/9/2026 Ehrlich Financial Group5,290$805K0.4%-2.4%0.004%
7/9/2026 Agate Pass Investment Management LLC7,293$1.11M0.4%-8.6%0.005%
7/9/2026 Private Wealth Group LLC32,919$5.01M1.9%-35.9%0.023%
7/9/2026 TL Private Wealth38,961$6.06M2.2%-3.2%0.028%
7/9/2026 Flaharty Asset Management LLC16,573$2.58M3.7%-91.6%0.012%
7/8/2026 Beacon Bank & Trust3,736$569K0.1%-19.9%0.003%
7/8/2026 Beacon Investment Advisory Services Inc.2,743$417K0.0%-4.2%0.002%
7/8/2026 Beacon Financial Strategies CORP370$56K0.0%N/A0.000%
7/8/2026 Shulman DeMeo Asset Management LLC41,726$6.35M1.2%-3.0%0.030%
7/8/2026 Kwmg LLC4,284$652K0.0%-4.5%0.003%
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7/8/2026 Factor Wealth Management LTD2,180$332K0.1%-13.3%0.002%
7/8/2026 Elmwood Wealth Management Inc.1,864$284K0.1%N/A0.001%
7/8/2026 Apella Capital LLC3,396$528K0.0%-7.1%0.002%
7/8/2026 Westmount Partners LLC8,526$1.30M0.3%-1.3%0.006%
7/7/2026 180 Wealth Advisors LLC1,343$204K0.0%N/A0.001%
7/7/2026 Mechanics Bank Trust Department11,429$1.74M0.2%-10.4%0.008%
7/7/2026 Balefire LLC67,754$10.31M1.7%-5.1%0.048%
7/7/2026 Dynamic Advisor Solutions LLC9,833$1.50M0.0%-29.8%0.007%
7/7/2026 McNaughton Wealth Management LLC10,042$1.53M0.5%-1.1%0.007%
7/7/2026 Graves Light Lenhart Wealth Inc.181,578$27.63M2.6%-0.3%0.129%


SDY Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,248 institutional investors and hedge funds held shares of SPDR S&P Dividend ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.07B), Morgan Stanley ($673.63M), Raymond James Financial Inc. ($430.09M), LPL Financial LLC ($421.52M), Joel Isaacson & Co. LLC ($388.04M), Raymond James & Associates ($315.61M), and Royal Bank of Canada ($295.04M).Learn more on SPDR S&P Dividend ETF's 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.

Of the 945 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. ($7.98M), Raymond James Financial Inc. ($3.13M), International Assets Investment Management LLC ($1.17M), Assetmark Inc. ($678.36K), Wells Fargo & Company MN ($375.06K), Joel Isaacson & Co. LLC ($356.81K), and Coldstream Capital Management Inc. ($321.20K).

Institutional investors have bought a total of 3,947,756 shares in the last 24 months. This purchase volume represents approximately $558.12M in transactions.

Of the 534 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: 1ST Source Bank ($281.17K), Assetmark Inc. ($234.72K), Flaharty Asset Management LLC ($196.07K), Baltimore Washington Financial Advisors Inc. ($133.94K), Royal Bank of Canada ($127.28K), Envestnet Asset Management Inc. ($126.07K), and PNC Financial Services Group Inc. ($123.46K).

Institutional investors have sold a total of 3,396,806 shares in the last 24 months. This volume of shares sold represents approximately $481.86M in transactions.


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Institutional ownership data for NYSEARCA:SDY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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