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SPDR S&P Dividend ETF (SDY) Institutional Ownership

SPDR S&P Dividend ETF logo
$152.04 +1.15 (+0.76%)
Closing price 04:10 PM Eastern
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$152.02 -0.01 (-0.01%)
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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)
552
Total
Institutional Inflows
(last 12 months)
$550.13M
Number of
Institutional Sellers
(last 12 months)
537
Total
Institutional Outflows
(last 12 months)
$829.51M
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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
10/14/2026SC&H Financial Advisors Inc.3,491$511K0.1%-40.8%0.003%
10/14/2026Union Savings Bank12,034$1.76M0.7%-2.7%0.009%
10/14/2026First Citizens Bank & Trust Co.2,102$308K0.0%-99.3%0.002%
10/14/2026My Personal CFO LLC2,800$410K0.2%N/A0.002%
10/14/2026Signal Advisors Wealth LLC4,427$648K0.0%+11.0%0.003%
10/14/2026B. Riley Wealth Advisors Inc.8,268$1.21M0.0%+8.2%0.006%
10/14/2026Krilogy Financial LLC5,298$797K0.0%+64.7%0.004%
10/13/2026Mechanics Bank Trust Department10,991$1.61M0.2%-92.6%0.008%
10/13/2026Forvis Mazars Wealth Advisors LLC74,214$10.87M0.2%-1.9%0.053%
10/13/2026Contravisory Investment Management Inc.431$63K0.0%N/A0.000%
10/13/2026Financial Planning Hawaii Inc.23,677$3.47M1.9%-3.8%0.017%
10/13/2026TL Private Wealth38,892$5.85M2.1%-0.2%0.028%
10/13/2026Cooksen Wealth LLC13,010$1.94M1.2%+2.0%0.009%
10/13/2026Baldwin Wealth Partners LLC MA3,180$466K0.0%-48.1%0.002%
10/10/2026Sacks & Associates LLC4,129$605K0.4%N/A0.003%
10/10/2026Armstrong Advisory Group Inc.6,614$969K0.1%-2.7%0.005%
10/10/2026Friday Financial2,447$361K0.1%+28.7%0.002%
10/10/2026Valley Wealth Managers Inc.22,585$3.31M0.2%-3.7%0.016%
10/9/2026Fell Capital Management ADV30,218$4.43M3.8%+1.7%0.022%
10/9/2026Sound Income Strategies LLC3,325$497K0.0%+6.8%0.002%
10/9/2026Balefire LLC59,678$8.74M1.4%-11.9%0.043%
10/9/2026Shulman DeMeo Asset Management LLC41,078$6.07M2.1%-1.6%0.030%
10/9/2026Wedmont Private Capital15,415$2.30M0.1%+1.3%0.011%
10/9/2026Koenig Investment Advisory LLC57,642$8.44M5.8%+10.0%0.041%
10/9/2026Cadent Capital Advisors LLC14,806$2.17M0.5%+3.6%0.011%
10/9/2026Graves Light Lenhart Wealth Inc.180,803$26.48M2.4%-0.4%0.130%
10/9/2026First Heartland Consultants Inc.2,339$343K0.0%+4.5%0.002%
10/8/2026Factor Wealth Management LTD2,000$293K0.0%-8.3%0.001%
10/8/2026Farther Finance Advisors LLC21,036$3.08M0.0%-1.2%0.015%
10/8/2026Apella Capital LLC3,653$538K0.0%+7.6%0.003%
10/8/2026Gradient Investments LLC1,488$218K0.0%N/A0.001%
10/8/2026Avidian Wealth Enterprises LLC17,903$2.62M0.1%-99.1%0.013%
10/8/2026Kaydan Wealth Management Inc.4,031$590K0.2%-17.8%0.003%
10/8/2026Whalen Wealth Management Inc.1,517$222K0.1%N/A0.001%
10/8/2026Winebrenner Capital Management LLC9,853$1.44M0.9%+1.5%0.007%
10/8/2026Martin Capital Partners LLC4,043$592K0.2%+2.7%0.003%
10/7/2026Venture Visionary Partners LLC1,576$231K0.0%-5.9%0.001%
10/7/2026Investors Research Corp10,412$1.53M0.3%-2.3%0.007%
10/7/2026Decision Investments Inc.4,967$728K0.7%-1.6%0.004%
10/7/2026Echo45 Advisors LLC2,859$419K0.2%N/A0.002%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
10/6/2026Juncture Wealth Strategies LLC32,991$4.83M1.2%-26.3%0.024%
10/5/2026Horizons Wealth Management850$125K0.1%N/A0.001%
10/5/2026Ferguson Wellman Capital Management Inc.18,112$2.65M0.0%+7.3%0.013%
10/5/2026MassMutual Private Wealth & Trust FSB2,748$403K0.0%-7.9%0.002%
10/1/2026 Confluence Investment Management LLC126,841$18.58M0.3%-4.1%0.091%
10/1/2026 Coastline Trust Co6,188$906K0.1%-29.3%0.004%
9/29/2026Greenwich Wealth Management LLC3,151$480K0.0%+13.5%0.002%
9/23/2026QRG Capital Management Inc.2,646$403K0.0%+8.3%0.002%
9/23/2026Envestnet Asset Management Inc.1,111,642$169.17M0.0%+0.7%0.799%
9/15/2026Anchor Investment Management LLC807$123K0.0%-15.6%0.001%
9/15/2026Reynders McVeigh Capital Management LLC2,529$385K0.0%+24.8%0.002%
9/9/2026Bouchey Financial Group Ltd.11,000$1.67M0.1%-8.3%0.007%
9/9/2026Van Hulzen Asset Management LLC1,585$241K0.0%-23.8%0.001%
9/9/2026Bienville Capital Management LLC1,650$251K0.0%N/A0.001%
9/9/2026SVB Wealth LLC9,843$1.50M0.1%-1.7%0.007%
9/9/2026NorthRock Partners LLC31,048$4.73M0.1%+5.1%0.021%
9/9/2026Integrated Wealth Concepts LLC35,846$5.46M0.0%+57.7%0.024%
9/9/2026RFG Advisory LLC6,875$1.05M0.0%+48.6%0.005%
9/9/2026NewEdge Advisors LLC84,145$12.81M0.0%+35.8%0.056%
9/9/2026IFP Advisors Inc7,726$1.18M0.0%+25.1%0.005%
9/9/2026Baird Financial Group Inc.272,798$41.51M0.1%+6.9%0.180%
9/9/2026Performa Ltd US LLC9,455$1.44M0.2%N/A0.006%
9/9/2026Beacon Investment Advisory Services Inc.2,743$417K0.0%-4.2%0.002%
9/8/2026Allworth Financial LP27,894$4.25M0.0%-48.6%0.018%
9/8/2026Waverly Advisors LLC26,208$3.99M0.0%+9.3%0.017%
9/2/2026Kinetic Wealth Investment Advisors LLC2,902$442K0.2%N/A0.002%
8/27/2026Corient Private Wealth LP75,630$11.51M0.0%+1.7%0.050%
8/26/2026HighTower Advisors LLC481,025$73.20M0.1%+0.4%0.318%
8/24/2026Serenity Investment Advisors5,738$907K0.4%-2.1%0.004%
8/24/2026Carlson Financial Inc.1,321$201K0.1%N/A0.001%
8/23/2026Ameritas Advisory Services LLC48,435$7.37M0.1%+35.4%0.032%
8/23/2026Wedmont Private Capital15,220$2.35M0.1%+54.3%0.010%
8/23/2026Kintra Wealth LLC18,013$2.85M0.1%+6.4%0.012%
8/23/2026HB Wealth Management LLC89,726$13.66M0.1%+0.7%0.059%
8/23/2026Nvest Financial LLC1,332$203K0.1%N/A0.001%
8/23/2026Kaydan Wealth Management Inc.4,904$746K0.2%-2.0%0.003%
8/22/2026Advisory Solutions Group LLC1,517$231K0.1%N/A0.001%
8/22/2026Compass Financial Management LLC2,767$433K0.0%N/A0.002%
8/22/2026NBH Bank8,246$1.26M0.5%N/A0.005%
8/22/2026Maloon Powers Pitre Higgins & Dennehy LLC5,351$814K0.3%N/A0.004%
8/22/2026Markowski Investments187$28K0.0%N/A0.000%
8/22/2026Timbuktu Capital Management LLC1,437$219K0.3%N/A0.001%
8/22/2026Shum Financial Group Inc.26,884$4.09M2.2%+2.6%0.018%
8/22/2026Investor s Fiduciary Advisor Network LLC1,321$201K0.1%N/A0.001%
8/22/2026NWF Advisory Services Inc.183,880$27.98M2.6%+3.3%0.121%
8/22/2026TD Waterhouse Canada Inc.31,779$4.86M0.0%-63.6%0.021%
8/22/2026Syntax Research Inc.500$76K0.1%+100.0%0.000%
8/22/2026United Community Bank1,100$167K0.1%-12.0%0.001%
8/22/2026Concurrent Investment Advisors LLC27,269$4.15M0.0%+13.6%0.018%
8/21/2026Kraft Davis & Associates LLC1,351$208K0.0%-11.5%0.001%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
8/21/2026Continuum Advisory LLC193$29K0.0%N/A0.000%
8/21/2026Round Rock Advisors LLC2,607$397K0.1%-7.2%0.002%
8/21/2026Coppell Advisory Solutions LLC737$112K0.0%N/A0.000%
8/21/2026Firestone Capital Management31,596$4.81M0.9%-0.6%0.021%
8/20/2026Sigma Planning Corp9,536$1.45M0.0%-3.5%0.006%
8/20/2026Two Sigma Securities LLC1,719$262K0.0%-4.0%0.001%
8/20/2026Benjamin Edwards Inc.286,769$43.64M0.4%+47.0%0.189%
8/20/2026Flputnam Investment Management Co.9,700$1.48M0.0%+1.2%0.006%
8/20/2026Northwestern Mutual Wealth Management Co.97,512$14.84M0.0%+1.8%0.064%
8/20/2026Greenleaf Trust71,486$10.88M0.1%-1.6%0.047%


SDY Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,245 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 944 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 3,889,397 shares in the last 24 months. This purchase volume represents approximately $550.13M in transactions.

Of the 533 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: Avidian Wealth Enterprises LLC ($1.93M), First Citizens Bank & Trust Co. ($306.56K), 1ST Source Bank ($281.17K), Assetmark Inc. ($234.72K), Flaharty Asset Management LLC ($196.07K), Mechanics Bank Trust Department ($148.69K), and Baltimore Washington Financial Advisors Inc. ($133.94K).

Institutional investors have sold a total of 5,767,830 shares in the last 24 months. This volume of shares sold represents approximately $829.51M in transactions.


Related Companies

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 10/14/2026. New 13F filings are added each quarter as they're published.
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