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SPDR S&P Dividend ETF (SDY) Institutional Ownership

SPDR S&P Dividend ETF logo
$148.49 +1.02 (+0.69%)
As of 04:10 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)
637
Total
Institutional Inflows
(last 12 months)
$1.77B
Number of
Institutional Sellers
(last 12 months)
654
Total
Institutional Outflows
(last 12 months)
$745.15M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Evergreen Advisors LLC366$53K0.0%N/A0.000%
5/5/2026D.A. Davidson & CO.25,610$3.74M0.0%+5.4%0.017%
5/5/2026RFG Bristol Wealth Advisors LLC1,589$232K0.1%+5.6%0.001%
5/5/2026Beaumont Financial Advisors LLC4,486$655K0.0%-1.7%0.003%
5/5/2026Bank of New York Mellon Corp930,325$135.77M0.0%-2.5%0.636%
5/5/2026truNorth Financial Services Inc.15,418$2.25M2.3%+2.4%0.011%
5/5/2026Good Harbor Advisors Inc.17,323$2.53M2.8%+5.7%0.012%
5/5/2026SouthState Bank Corp239$35K0.0%-55.7%0.000%
5/5/2026Sanctuary Advisors LLC94,797$13.84M0.1%+3.5%0.065%
5/5/2026 Sigma Planning Corp9,882$1.44M0.0%+3.3%0.007%
5/5/2026 Cornerstone Advisory LLC45,748$6.68M0.6%-1.2%0.031%
5/5/2026 Conservest Capital Advisors Inc.5,632$822K0.1%-38.6%0.004%
5/5/2026 1ST Source Bank450,028$65.68M3.4%-7.3%0.308%
5/5/2026 Nwam LLC5,667$827K0.0%-1.5%0.004%
5/5/2026 Fell Capital Management ADV26,612$3.88M3.7%+10.8%0.018%
5/5/2026 Avantax Planning Partners Inc.10,112$1.48M0.0%-1.6%0.007%
5/4/2026 Calamos Wealth Management LLC7,250$1.06M0.0%+1.4%0.005%
5/4/2026 Calamos Advisors LLC7,250$1.06M0.0%N/A0.005%
5/4/2026 AMG National Trust Bank7,070$1.03M0.0%+1.4%0.005%
5/4/2026 Retirement Planning Group LLC7,213$1.05M0.0%-1.2%0.005%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management6,956$1.02M0.0%-17.0%0.005%
5/4/2026 Bryn Mawr Trust Advisors LLC1,480$216K0.0%-11.6%0.001%
5/4/2026 Glassman Wealth Services6,003$876K0.1%-3.1%0.004%
5/4/2026 NWF Advisory Services Inc.178,029$25.98M2.9%-2.4%0.122%
5/4/2026 Nadler Financial Group Inc.2,293$335K0.0%-30.1%0.002%
5/2/2026 CAP Partners LLC2,075$303K0.2%N/A0.001%
5/2/2026 Global Assets Advisory LLC5,244$765K0.2%N/A0.004%
5/2/2026 Anchor Investment Management LLC956$140K0.0%+35.4%0.001%
5/2/2026 Associated Banc Corp106,752$15.58M0.4%-2.0%0.073%
5/2/2026 United Bank5,361$782K0.3%-2.4%0.004%
5/2/2026 Valmark Advisers Inc.12,769$1.86M0.0%+1.2%0.009%
5/2/2026 Pittenger & Anderson Inc.2,136$312K0.0%+3.9%0.001%
5/2/2026 Carnegie Investment Counsel19,612$2.86M0.1%-6.7%0.013%
5/1/2026 Capital Squared Financial LLC1,546$226K0.2%-35.9%0.001%
5/1/2026 Citizens Financial Group Inc. RI37,781$5.51M0.1%-4.9%0.026%
5/1/2026 Midwest Trust Co111,237$16.23M0.2%-2.0%0.076%
5/1/2026 Fifth Third Bancorp115,078$16.79M0.0%+1,558.7%0.079%
5/1/2026 Sovran Advisors LLC9,194$1.38M0.1%+2.2%0.006%
5/1/2026 American Trust26,761$3.91M0.3%-8.1%0.018%
5/1/2026 Sachetta LLC17,740$2.59M1.4%+9.1%0.012%
5/1/2026 Simplicity Wealth LLC11,992$1.75M0.1%+12.7%0.008%
5/1/2026 Sequoia Financial Advisors LLC21,728$3.17M0.0%-2.1%0.015%
4/30/2026 Costello Asset Management INC1,037$151K0.1%N/A0.001%
4/30/2026 SkyOak Wealth LLC3,308$483K0.1%+5.4%0.002%
4/30/2026 Kestra Advisory Services LLC253,134$36.94M0.1%+15.2%0.179%
4/30/2026 Money Concepts Capital Corp4,392$641K0.0%+10.0%0.003%
4/30/2026 Cooksen Wealth LLC12,399$1.81M1.3%+1.9%0.009%
4/30/2026 Farmers & Merchants Trust Co of Chambersburg PA622$91K0.0%-25.7%0.000%
4/30/2026 Mine & Arao Wealth Creation & Management LLC.42,520$6.21M2.6%+3.1%0.030%
4/29/2026 Axxcess Wealth Management LLC16,879$2.46M0.1%+40.0%0.012%
4/29/2026 Childress Capital Advisors LLC4,491$655K0.1%+17.4%0.003%
4/29/2026 Marino Stram & Associates LLC278,651$40.67M7.3%-0.4%0.197%
4/29/2026 Capstone Wealth Management Group LLC10,472$1.53M0.6%-41.7%0.007%
4/29/2026 Duncker Streett & Co. Inc.3,061$447K0.1%-3.7%0.002%
4/29/2026 Montag A & Associates Inc.18,777$2.74M0.1%+1.6%0.013%
4/29/2026 Addison Capital Co6,770$988K0.2%+90.8%0.005%
4/29/2026 Horst & Graben Wealth Management LLC4,027$597K0.1%-5.0%0.003%
4/29/2026 Resonant Capital Advisors LLC2,640$385K0.0%+66.0%0.002%
4/29/2026 Integrated Advisors Network LLC12,447$1.82M0.1%-12.2%0.009%
4/29/2026 Sage Rhino Capital LLC77,288$11.28M2.1%-1.4%0.055%
4/29/2026 Dumont & Blake Investment Advisors LLC23,724$3.46M0.9%-2.5%0.017%
4/29/2026 Beacon Bank & Trust4,662$680K0.1%+21.9%0.003%
4/28/2026 Appleton Partners Inc. MA4,715$688K0.0%-19.5%0.003%
4/28/2026 Whittier Trust Co. of Nevada Inc.44,035$6.44M0.1%+2.0%0.031%
4/28/2026 Whittier Trust Co.32,531$4.76M0.1%-11.6%0.023%
4/28/2026 Bogart Wealth LLC370$54K0.0%N/A0.000%
4/28/2026 Ascentis Independent Advisors2,045$298K0.0%N/A0.001%
4/28/2026 Stephens Inc. AR9,516$1.39M0.0%-10.5%0.007%
4/28/2026 Astoria Portfolio Advisors LLC.6,460$957K0.2%+4.8%0.005%
4/28/2026 Hillcrest Wealth Advisors NY LLC14,650$2.14M0.9%-25.4%0.010%
4/28/2026 NBT Bank N A NY81,952$11.96M0.8%-0.5%0.058%
4/28/2026 Howe & Rusling Inc.1,853$270K0.0%-4.9%0.001%
4/28/2026 Whitegate Investment Counselors Inc.51,569$7.53M2.4%-2.8%0.036%
4/28/2026 Koshinski Asset Management Inc.4,284$625K0.0%+8.3%0.003%
4/28/2026 Beacon Financial Advisory LLC1,400$204K0.0%N/A0.001%
4/28/2026 QRG Capital Management Inc.2,444$357K0.0%+44.6%0.002%
4/27/2026 TCI Wealth Advisors Inc.1,434$209K0.0%N/A0.001%
4/27/2026 HB Wealth Management LLC89,123$13.01M0.1%-0.2%0.063%
4/27/2026 Altus Wealth Group LLC5,938$867K0.4%-32.5%0.004%
4/27/2026 PFG Investments LLC24,762$3.61M0.2%+15.1%0.018%
4/27/2026 BIP Wealth LLC7,400$1.08M0.0%-2.0%0.005%
4/27/2026 World Investment Advisors79,562$11.61M0.2%-0.8%0.056%
4/27/2026 Lodestar Private Asset Management LLC9,248$1.35M0.1%-4.3%0.007%
4/27/2026 Canal Capital Management LLC8,799$1.28M0.2%-1.1%0.006%
4/27/2026 Turtle Creek Wealth Advisors LLC2,508$366K0.0%-56.9%0.002%
4/27/2026 Private Advisor Group LLC113,505$16.57M0.1%-0.8%0.080%
4/27/2026 Y Intercept Hong Kong Ltd10,277$1.50M0.0%+347.2%0.007%
4/27/2026 Elevation Point Wealth Partners LLC42,688$6.23M0.1%+35.0%0.030%
4/27/2026 Sound Income Strategies LLC2,433$355K0.0%-19.8%0.002%
4/25/2026 Axis Wealth Partners LLC9,747$1.42M0.8%+3.0%0.007%
4/25/2026 Keybank National Association OH7,175$1.05M0.0%-5.6%0.005%
4/25/2026 Seamount Financial Group Inc.7,800$1.14M0.5%+1.2%0.006%
4/25/2026 KPP Advisory Services LLC2,617$382K0.1%-2.6%0.002%
4/24/2026 Capital Asset Advisory Services LLC3,364$502K0.0%-23.1%0.002%
4/24/2026 EJMK Ventures LLC1,681$245K0.1%-32.0%0.001%
4/24/2026 Essex Financial Services Inc.39,922$5.83M0.3%-0.7%0.028%
4/24/2026 Palouse Capital Management Inc.257$38K0.0%-40.8%0.000%
4/24/2026 Fulton Bank N.A.4,039$589K0.0%+12.5%0.003%
4/24/2026 James Investment Research Inc.1,985$290K0.0%-20.7%0.001%
4/24/2026 Financial Life Planners403$59K0.0%N/A0.000%


SDY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SDY shares?

During the previous two years, 1,274 institutional investors and hedge funds held shares of SPDR S&P Dividend ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.03B), 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 ($298.35M).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 963 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), Cetera Investment Advisers ($534.23K), Wells Fargo & Company MN ($375.06K), and Joel Isaacson & Co. LLC ($356.81K).

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

Institutional investors have bought a total of 12,962,948 shares in the last 24 months. This purchase volume represents approximately $1.77B in transactions.

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

Of the 648 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: Assetmark Inc. ($675.39K), 1ST Source Bank ($287.58K), Jones Financial Companies Lllp ($216.97K), Bank of America Corp DE ($180.23K), Commonwealth Equity Services LLC ($180.11K), Independent Advisor Alliance ($174.68K), and Envestnet Asset Management Inc. ($134.37K).

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

Institutional investors have sold a total of 5,401,289 shares in the last 24 months. This volume of shares sold represents approximately $745.15M in transactions.


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This page (NYSEARCA:SDY) was last updated on 5/5/2026 by MarketBeat.com Staff.
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