NYSEARCA:SDY

SPDR S&P Dividend ETF (SDY) Institutional Ownership

$113.46

-1.55 (-1.35%)

(As of 10/2/2023 ET)

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Today's Range: $112.84
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$114.68
50-Day Range: $113.46
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$127.58
52-Week Range: $110.55
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$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%

Profile Chart Headlines Holdings Options Chain Ratings

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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SDY Institutional Buying and Selling by Quarter

SPDR S&P Dividend ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/21/2023	Baystate Wealth Management LLC	18,388	$2.25M	0.2%	+6.2%	0.010%
9/12/2023	Farther Finance Advisors LLC	840	$0.10M	0.0%	-17.6%	0.000%
9/1/2023	Portside Wealth Group LLC	1,976	$0.24M	0.0%	N/A	0.001%
8/30/2023	Western Wealth Management LLC	56,315	$6.90M	0.6%	-1.1%	0.032%
8/25/2023	Strategy Asset Managers LLC	17,175	$2.11M	0.5%	+1.0%	0.010%
8/24/2023	ProVise Management Group LLC	182,831	$22.41M	2.0%	-2.1%	0.103%
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8/23/2023	Stonebridge Capital Advisors LLC	2,500	$0.31M	0.0%	-3.5%	0.001%
8/21/2023	BOKF NA	137,239	$16.82M	0.3%	-3.3%	0.077%
8/21/2023	VitalStone Financial LLC	5,617	$0.69M	0.4%	+2.4%	0.003%
8/21/2023	VisionPoint Advisory Group LLC	20,611	$2.53M	1.0%	-1.0%	0.012%
8/21/2023	Osaic Holdings Inc.	876,773	$107.35M	0.2%	-0.6%	0.493%
8/21/2023	Principal Street Partners LLC	16,973	$2.08M	0.5%	+0.7%	0.010%
8/18/2023	Addison Capital Co	3,884	$0.48M	0.3%	-9.9%	0.002%
8/17/2023	Orion Portfolio Solutions LLC	355,917	$43.63M	0.5%	+2,649.5%	0.200%
8/17/2023	Peterson Wealth Management	77,496	$9.50M	7.5%	+16.8%	0.044%
8/17/2023	Imprint Wealth LLC	50,006	$5M	0.2%	N/A	0.028%
8/16/2023	Vestor Capital LLC	927	$0.11M	0.0%	+23.3%	0.001%
8/16/2023	CreativeOne Wealth LLC	7,989	$0.98M	0.0%	+14.8%	0.004%
8/15/2023	Alliancebernstein L.P.	53,864	$6.60M	0.0%	+8.7%	0.030%
8/15/2023	Equitable Holdings Inc.	109,246	$13.39M	0.2%	+3.8%	0.061%
8/15/2023	High Falls Advisors Inc	13,863	$1.70M	0.5%	-2.9%	0.008%
8/15/2023	Imprint Wealth LLC	50,006	$5M	0.0%	N/A	0.028%
8/15/2023	Wells Fargo & Company MN	2,187,913	$268.19M	0.1%	-6.9%	1.229%
8/15/2023	EPG Wealth Management LLC	3,962	$0.49M	0.1%	+8.5%	0.002%
8/15/2023	Cornerstone Planning Group LLC	315	$39K	0.0%	N/A	0.000%
8/15/2023	Natixis Advisors L.P.	11,944	$1.46M	0.0%	+7.1%	0.007%
8/15/2023	Retirement Group LLC	9,993	$1.23M	0.5%	+1.7%	0.006%
8/15/2023	Moneta Group Investment Advisors LLC	346,578	$42.48M	0.9%	-0.4%	0.195%
8/15/2023	Integrated Wealth Concepts LLC	37,306	$4.57M	0.1%	-4.5%	0.021%
8/15/2023	Benjamin F. Edwards & Company Inc.	14,396	$1.77M	0.1%	+10.0%	0.008%
8/15/2023	Colony Group LLC	205,024	$25.13M	0.4%	+2.1%	0.115%
8/15/2023	Parkside Financial Bank & Trust	310	$38K	0.0%	-57.1%	0.000%
8/15/2023	IHT Wealth Management LLC	134,354	$16.47M	0.9%	+2.4%	0.075%
8/15/2023	Centaurus Financial Inc.	3,394	$0.42M	0.0%	-87.6%	0.002%
8/15/2023	Arkos Global Advisors	4,573	$0.56M	0.1%	-8.3%	0.003%
8/15/2023	Goldman Sachs Group Inc.	433,659	$53.16M	0.0%	-16.5%	0.244%
8/15/2023	Wealthsource Partners LLC	4,231	$0.52M	0.0%	-4.1%	0.002%
8/15/2023	MidWestOne Financial Group Inc.	10,067	$1.23M	0.3%	+10.0%	0.006%
8/15/2023	Belpointe Asset Management LLC	7,475	$0.92M	0.1%	-73.5%	0.004%
8/15/2023	Zacks Investment Management	1,779	$0.22M	0.0%	N/A	0.001%

8/15/2023	Harbour Investments Inc.	6,646	$0.82M	0.0%	+11.3%	0.004%
8/15/2023	Captrust Financial Advisors	147,041	$18.02M	0.1%	-1.1%	0.083%
8/15/2023	Tyler Stone Wealth Management	782	$96K	0.1%	N/A	0.000%
8/15/2023	Royal Bank of Canada	2,634,058	$322.88M	0.1%	-2.3%	1.480%
8/15/2023	Rockefeller Capital Management L.P.	155,851	$19.10M	0.1%	+17.2%	0.088%
8/15/2023	Segall Bryant & Hamill LLC	11,132	$1.37M	0.0%	-14.2%	0.006%
8/15/2023	STAR Financial Bank	13,724	$1.68M	1.6%	-6.4%	0.008%
8/15/2023	Stifel Financial Corp	198,247	$24.30M	0.0%	-10.8%	0.111%
8/15/2023	Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.	112,050	$13.74M	2.6%	-0.7%	0.063%
8/15/2023	Insigneo Advisory Services LLC	2,202	$0.27M	0.1%	-59.9%	0.001%
8/15/2023	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	3,151	$0.39M	0.1%	-24.5%	0.002%
8/15/2023	Beacon Pointe Advisors LLC	19,195	$2.35M	0.0%	-7.2%	0.011%
8/14/2023	Callan Family Office LLC	5,743	$0.70M	0.2%	+7.6%	0.003%
8/14/2023	Cynosure Management LLC	2,517	$0.31M	0.1%	N/A	0.001%
8/14/2023	Mercer Global Advisors Inc. ADV	116,091	$14.23M	0.1%	-11.7%	0.065%
8/14/2023	Orion Portfolio Solutions LLC	352,269	$43.63M	0.5%	+2,621.3%	0.198%
8/14/2023	Fort Point Capital Partners LLC	7,486	$0.92M	0.1%	+7.9%	0.004%
8/14/2023	Stephens Inc. AR	67,694	$8.30M	0.1%	+1.7%	0.038%
8/14/2023	United Capital Financial Advisers LLC	344,436	$42.22M	0.2%	-6.4%	0.194%
8/14/2023	Retirement Investment Advisors Inc.	54,145	$6.64M	0.8%	-19.9%	0.030%
8/14/2023	IFP Advisors Inc	14,411	$1.77M	0.1%	-1.7%	0.008%
8/14/2023	Tower Research Capital LLC TRC	12,026	$1.47M	0.0%	-60.7%	0.007%
8/14/2023	Apexium Financial LP	80,588	$9.88M	0.9%	-0.8%	0.045%
8/14/2023	Perennial Investment Advisors LLC	29,854	$3.66M	0.6%	+1.1%	0.017%
8/14/2023	Two Sigma Securities LLC	6,095	$0.75M	0.0%	+33.8%	0.003%
8/14/2023	State Street Corp	71,912	$8.82M	0.0%	-1.0%	0.040%
8/14/2023	Certified Advisory Corp	6,811	$0.84M	0.2%	+14.0%	0.004%
8/14/2023	MML Investors Services LLC	473,549	$58.05M	0.3%	-24.7%	0.266%
8/14/2023	West Tower Group LLC	311	$38K	0.0%	N/A	0.000%
8/14/2023	American Trust	40,683	$4.99M	0.3%	-0.7%	0.023%
8/14/2023	Union Savings Bank	17,999	$2.28M	1.4%	N/A	0.010%
8/14/2023	Graves Light Lenhart Wealth Inc.	237,341	$29.09M	3.9%	+1.4%	0.133%
8/14/2023	Investors Research Corp	13,260	$1.63M	0.4%	+8.3%	0.007%
8/14/2023	Asset Management Group Inc.	25,895	$3.17M	0.7%	+0.7%	0.015%
8/14/2023	Snowden Capital Advisors LLC	25,890	$3.17M	0.1%	+3.5%	0.015%
8/14/2023	Thrivent Financial for Lutherans	142,177	$17.42M	0.0%	+10.2%	0.080%
8/14/2023	Matrix Private Capital Group LLC	3,491	$0.43M	0.3%	-2.3%	0.002%
8/14/2023	Cerity Partners LLC	132,147	$16.20M	0.1%	+5.8%	0.074%
8/14/2023	Eqis Capital Management Inc.	10,409	$1.28M	0.1%	+86.1%	0.006%
8/14/2023	1832 Asset Management L.P.	95,667	$11.73M	0.0%	-5.2%	0.054%
8/11/2023	SageView Advisory Group LLC	14,594	$1.79M	0.1%	+22.9%	0.008%
8/11/2023	New England Private Wealth Advisors LLC	39,469	$4.84M	1.0%	-5.2%	0.022%
8/11/2023	Childress Capital Advisors LLC	3,971	$0.49M	0.2%	N/A	0.002%
8/11/2023	Robertson Stephens Wealth Management LLC	4,078	$0.50M	0.0%	-3.6%	0.002%
8/11/2023	Regal Investment Advisors LLC	1,700	$0.21M	0.0%	N/A	0.001%
8/11/2023	Renaissance Technologies LLC	3,400	$0.42M	0.0%	+30.8%	0.002%
8/11/2023	Cibc World Market Inc.	93,503	$11.46M	0.0%	-0.5%	0.053%
8/11/2023	Baird Financial Group Inc.	238,757	$29.27M	0.1%	+12.5%	0.134%
8/11/2023	BlackRock Inc.	25,216	$3.09M	0.0%	-1.9%	0.014%
8/11/2023	Ameritas Investment Partners Inc.	80,570	$9.88M	0.4%	+2.8%	0.045%

8/11/2023	Summit Financial LLC	8,072	$0.99M	0.1%	+9.7%	0.005%
8/11/2023	Buckingham Strategic Wealth LLC	16,194	$1.99M	0.0%	+6.5%	0.009%
8/11/2023	Visionary Wealth Advisors	29,419	$3.61M	0.3%	+12.9%	0.017%
8/11/2023	Missouri Trust & Investment Co	4,074	$0.50M	0.3%	+2.7%	0.002%
8/11/2023	Smith Moore & CO.	10,958	$1.34M	0.2%	+9.4%	0.006%
8/11/2023	Kestra Advisory Services LLC	187,607	$23M	0.2%	-2.2%	0.105%
8/11/2023	Hsbc Holdings PLC	17,081	$2.09M	0.0%	-26.3%	0.010%
8/11/2023	O Shaughnessy Asset Management LLC	543	$67K	0.0%	-86.2%	0.000%
8/11/2023	Financial Engines Advisors L.L.C.	2,938	$0.36M	0.0%	+5.6%	0.002%
8/11/2023	V Wealth Advisors LLC	11,716	$1.44M	0.2%	+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.

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

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SPDR S&P Dividend ETF (SDY) Institutional Ownership

SDY Institutional Buying and Selling by Quarter

SPDR S&P Dividend ETF Major Shareholders & Ownership History

SDY Institutional Ownership - Frequently Asked Questions

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SPDR S&P Dividend ETF (SDY) Institutional Ownership

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

SDY Institutional Buying and Selling by Quarter

SPDR S&P Dividend ETF Major Shareholders & Ownership History

SDY Institutional Ownership - Frequently Asked Questions