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SPDR S&P Dividend ETF (SDY) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
595
Total
Institutional Inflows
(last 12 months)
$1.35B
Number of
Institutional Sellers
(last 12 months)
588
Total
Institutional Outflows
(last 12 months)
$1.57B
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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
4/25/2024Armor Investment Advisors LLC620$81K0.0%-17.7%0.000%
4/25/2024 Valeo Financial Advisors LLC4,774$613K0.0%-7.2%0.003%
4/25/2024Eudaimonia Advisors LLC9,842$1.29M0.7%-9.8%0.006%
4/25/2024 Summit Financial LLC8,459$1.11M0.1%+3.4%0.005%
4/25/2024 IAG Wealth Partners LLC815$107K0.0%-9.0%0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.372,692$48.91M0.2%-5.1%0.234%
4/24/2024 Private Trust Co. NA6,996$918K0.1%+1.7%0.004%
4/24/2024 PSI Advisors LLC4,521$593K0.2%-44.8%0.003%
4/24/2024 Wolff Financial Management LLC219,566$28.82M8.4%+1.5%0.138%
4/24/2024 Family Legacy Inc.2,549$335K0.1%-5.9%0.002%
4/24/2024 CENTRAL TRUST Co43,023$5.65M0.1%+3.1%0.027%
4/24/2024 Berkshire Bank3,990$524K0.1%-42.2%0.003%
4/24/2024 Newbridge Financial Services Group Inc.431$57K0.0%-44.9%0.000%
4/24/2024 Blue Bell Private Wealth Management LLC407$53K0.0%-46.9%0.000%
4/24/2024 Premier Path Wealth Partners LLC2,968$389K0.1%+4.8%0.002%
4/24/2024 Paragon Financial Partners Inc.5,302$696K0.6%+20.8%0.003%
4/24/2024 Marino Stram & Associates LLC266,961$35.04M8.3%-1.9%0.168%
4/24/2024 Simplicity Wealth LLC3,798$498K0.0%N/A0.002%
4/24/2024 NBT Bank N A NY96,187$12.62M0.9%-0.9%0.060%
4/24/2024 Spire Wealth Management17,349$2.28M0.1%-2.9%0.011%
4/24/2024 Financial Freedom LLC2,885$379K0.2%-40.0%0.002%
4/24/2024 Essex Financial Services Inc.43,105$5.66M0.5%+0.7%0.027%
4/24/2024 Gunma Bank Ltd.55,000$7.22M3.8%N/A0.035%
4/24/2024 H&H Retirement Design & Management INC9,871$1.26M0.8%+10.2%0.006%
4/23/2024 Canal Capital Management LLC3,414$448K0.1%+22.5%0.002%
4/23/2024 BSW Wealth Partners2,069$272K0.0%N/A0.001%
4/23/2024 Precedent Wealth Partners LLC59,944$7.87M3.4%-2.1%0.038%
4/23/2024 Global Retirement Partners LLC27,522$3.61M0.1%-12.1%0.017%
4/23/2024 Sage Mountain Advisors LLC9,991$1.31M0.1%+1.4%0.006%
4/23/2024 Oak Harbor Wealth Partners LLC1,729$227K0.1%-51.7%0.001%
4/23/2024 Gradient Investments LLC1,994$262K0.0%-27.3%0.001%
4/23/2024 Fifth Third Bancorp11,910$1.56M0.0%+7.4%0.007%
4/23/2024 Tyche Wealth Partners LLC11,317$1.49M0.4%+69.0%0.007%
4/23/2024 Warner Financial Inc.9,573$1.26M0.6%+6.2%0.006%
4/23/2024 Stablepoint Partners LLC17,514$2.30M0.5%+21.8%0.011%
4/23/2024 Duncker Streett & Co. Inc.4,104$539K0.1%-8.9%0.003%
4/23/2024 Strategic Blueprint LLC8,543$1.12M0.1%-26.6%0.005%
4/23/2024 Revisor Wealth Management LLC4,532$581K0.3%N/A0.003%
4/23/2024 Raymond James Financial Services Advisors Inc.982,908$129.00M0.2%-3.7%0.618%
4/23/2024 Stonegate Investment Group LLC29,521$3.87M0.1%+1.3%0.019%
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4/23/2024 Sutton Place Investors LLC4,224$554K0.3%-19.1%0.003%
4/22/2024 Strategic Financial Concepts LLC1,963$258K0.1%N/A0.001%
4/22/2024 Core Wealth Management Inc.2,414$317K0.1%-8.9%0.002%
4/22/2024 Harbour Trust & Investment Management Co11,103$1.46M0.2%-8.7%0.007%
4/22/2024 PFG Investments LLC13,058$1.71M0.1%+54.5%0.008%
4/22/2024 Horst & Graben Wealth Management LLC5,082$667K0.1%-8.9%0.003%
4/22/2024 Donaldson Capital Management LLC10,867$1.43M0.1%-1.7%0.007%
4/22/2024 Raymond James & Associates2,301,496$302.05M0.2%-1.3%1.447%
4/22/2024 Lakewood Asset Management LLC3,156$414K0.3%-4.2%0.002%
4/19/2024 FORVIS Wealth Advisors LLC89,667$11.77M0.3%-1.5%0.056%
4/19/2024 Horizon Bancorp Inc. IN1,746$229K0.1%-23.5%0.001%
4/19/2024 Spinnaker Investment Group LLC5,111$671K0.2%-38.0%0.003%
4/19/2024 Cornerstone Wealth Management LLC54,389$7.14M0.6%+3.9%0.034%
4/19/2024 Advisor Resource Council2,758$345K0.1%-92.3%0.002%
4/19/2024 Kovack Advisors Inc.7,549$991K0.1%-6.3%0.005%
4/19/2024 Westside Investment Management Inc.31,132$4.09M1.0%+0.7%0.020%
4/19/2024 Valley National Advisers Inc.2,233$293K0.0%-10.2%0.001%
4/19/2024 Albion Financial Group UT63,467$8.33M0.6%+2.6%0.040%
4/19/2024 WFA Asset Management Corp319$42K0.0%+101.9%0.000%
4/18/2024 Integrity Wealth Solutions LLC6,074$797K0.5%-10.0%0.004%
4/18/2024 Saxon Interests Inc.7,776$1.02M0.5%-7.3%0.005%
4/18/2024 Nvest Financial LLC1,543$202K0.1%-92.8%0.001%
4/18/2024 Capital Advisors Ltd. LLC163,309$21.43M2.8%-1.6%0.103%
4/18/2024 Woodmont Investment Counsel LLC1,177$154K0.0%N/A0.001%
4/18/2024 Farmers & Merchants Investments Inc.250$33K0.0%N/A0.000%
4/18/2024 O ROURKE & COMPANY Inc3,309$434K0.3%+13.7%0.002%
4/18/2024 Miracle Mile Advisors LLC56,964$7.48M0.2%+2,949.5%0.036%
4/18/2024 Hubbell Strickland Wealth Management LLC110,242$14.47M7.3%-2.0%0.069%
4/18/2024 Diversified Trust Co10,449$1.37M0.0%-7.9%0.007%
4/18/2024 Fifth Third Securities Inc.11,645$1.53M0.1%-55.5%0.007%
4/18/2024 Caerus Investment Advisors LLC1,600$210K0.2%N/A0.001%
4/18/2024 Oak Asset Management LLC2,425$318K0.1%-27.1%0.002%
4/18/2024 Mayfair Advisory Group LLC2,444$321K0.2%-42.3%0.002%
4/18/2024 Seneca House Advisors1,548$203K0.1%N/A0.001%
4/17/2024 Stephens Consulting LLC1,115$146K0.0%+103.5%0.001%
4/17/2024 Fiduciary Alliance LLC1,941$254K0.0%-33.7%0.001%
4/17/2024 Sandy Cove Advisors LLC6,827$896K0.4%-2.5%0.004%
4/17/2024 Dumont & Blake Investment Advisors LLC26,181$3.44M1.0%-1.5%0.016%
4/17/2024 Trilogy Capital Inc.44,370$5.82M0.3%+4.7%0.028%
4/17/2024 CRA Financial Services LLC116,765$15.32M3.3%-1.1%0.073%
4/17/2024 Private Ocean LLC273$36K0.0%-92.3%0.000%
4/17/2024 Cannon Global Investment Management LLC3,800$499K1.3%N/A0.002%
4/17/2024 Grimes & Company Inc.5,309$697K0.0%-1.7%0.003%
4/16/2024 MCF Advisors LLC3,765$494K0.0%+54.3%0.002%
4/16/2024 Weaver Consulting Group8,389$1.10M0.4%+36.5%0.005%
4/16/2024 OneAscent Financial Services LLC4,325$568K0.1%+3.6%0.003%
4/16/2024 Tsfg LLC2,555$335K0.1%-21.0%0.002%
4/16/2024 Capital Asset Advisory Services LLC5,984$772K0.0%-20.8%0.004%
4/16/2024 Baugh & Associates LLC3,424$449K0.2%-10.3%0.002%
4/16/2024 Transform Wealth LLC9,587$1.26M0.1%-6.5%0.006%
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4/16/2024 Investment Partners LTD.22,903$3.01M1.4%+0.8%0.014%
4/16/2024 Thrive Wealth Management LLC1,746$229K0.0%-17.0%0.001%
4/16/2024 Shulman DeMeo Asset Management LLC46,987$6.17M1.6%-1.8%0.030%
4/16/2024 Wealth Enhancement Advisory Services LLC169,140$22.20M0.1%-10.8%0.106%
4/15/2024 Agate Pass Investment Management LLC8,945$1.17M0.6%-2.5%0.005%
4/15/2024 Sar Wealth Management Group LLC98,670$12.95M11.7%+0.5%0.055%
4/15/2024 Wealthcare Advisory Partners LLC9,409$1.24M0.0%+73.5%0.005%
4/15/2024 SMI Advisory Services LLC21,527$2.80M0.8%N/A0.012%
4/15/2024 Aspiriant LLC15,766$2.07M0.1%+37.9%0.009%
4/15/2024 Future Financial Wealth Managment LLC1,600$210K0.2%N/A0.001%
(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, 1,167 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), Royal Bank of Canada ($304.18M), Raymond James & Associates ($302.05M), and Joel Isaacson & Co. LLC ($272.66M).Learn more on SDY's institutional investors.

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

Of the 1,003 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: JPMorgan Chase & Co. ($2.14M), First Republic Investment Management Inc. ($2.05M), Bank of America Corp DE ($1.83M), Richard Bernstein Advisors LLC ($1.45M), Houlihan Financial Resource Group Ltd. ($1.19M), International Assets Investment Management LLC ($1.13M), and Assetmark Inc. ($1.01M).

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

Institutional investors have bought a total of 31,393,813 shares in the last 24 months. This purchase volume represents approximately $3.83B in transactions.

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

Of the 753 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), Houlihan Financial Resource Group Ltd. ($1.14M), Assetmark Inc. ($1.01M), Envestnet Asset Management Inc. ($807.94K), Ameriprise Financial Inc. ($663.55K), Raymond James Financial Services Advisors Inc. ($609.04K), and Money Concepts Capital Corp ($590.56K).

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

Institutional investors have sold a total of 16,871,831 shares in the last 24 months. This volume of shares sold represents approximately $2.05B in transactions.


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This page (NYSEARCA:SDY) was last updated on 4/25/2024 by MarketBeat.com Staff

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