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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%)
As of 07:59 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)
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%
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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%
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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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