SPDR S&P Dividend ETF (SDY) Institutional Ownership

$150.16 +0.20 (+0.13%)

As of 04:10 PM Eastern

Current Institutional Ownership Percentage: 43.42%
Number of Institutional Buyers (last 12 months): 619
Total Institutional Inflows (last 12 months): $1.74B

Number of Institutional Sellers (last 12 months): 618
Total Institutional Outflows (last 12 months): $605.13M

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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
5/22/2026	Segall Bryant & Hamill LLC	10,438	$1.56M	0.0%	N/A	0.007%
5/21/2026	GKV Capital Management Co. Inc.	1,000	$136K	0.0%	N/A	0.001%
5/19/2026	Western Wealth Management LLC	23,133	$3.38M	0.1%	+8.2%	0.016%
5/19/2026	NewEdge Advisors LLC	35,171	$5.13M	0.1%	-54.7%	0.024%
5/19/2026	Bank of America Corp DE	7,319,410	$1.07B	0.1%	+0.5%	5.001%
5/19/2026	Centaurus Financial Inc.	3,962	$578K	0.0%	-62.1%	0.003%
5/19/2026	Arkadios Wealth Advisors	42,854	$6.25M	0.1%	-2.1%	0.029%
5/18/2026	Sunbelt Securities Inc.	39,851	$5.82M	0.4%	+0.6%	0.027%
5/18/2026	Royal Bank of Canada	2,021,684	$295.04M	0.1%	-5.7%	1.381%
5/18/2026	Richwood Investment Advisors LLC	8,332	$1.22M	0.9%	-5.4%	0.006%
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5/18/2026	Evelyn Partners Investment Management Europe Ltd	71,922	$10.50M	3.6%	-2.7%	0.049%
5/16/2026	Glen Eagle Advisors LLC	5,391	$787K	0.1%	-2.6%	0.004%
5/16/2026	Quantinno Capital Management LP	18,988	$2.77M	0.0%	+133.5%	0.013%
5/15/2026	Cardiff Park Advisors LLC	283	$41K	0.0%	-26.1%	0.000%
5/15/2026	Gateway Wealth Partners LLC	3,280	$479K	0.0%	+102.5%	0.002%
5/15/2026	Blue Chip Partners LLC	1,381	$202K	0.0%	N/A	0.001%
5/15/2026	Matrix Private Capital Group LLC	3,311	$483K	0.2%	N/A	0.002%
5/15/2026	Waverly Advisors LLC	23,970	$3.50M	0.0%	-8.1%	0.016%
5/15/2026	Asset Management Group Inc.	25,708	$3.75M	0.6%	+0.4%	0.018%
5/14/2026	Renaissance Technologies LLC	6,400	$934K	0.0%	N/A	0.004%
5/14/2026	Hilltop Holdings Inc.	5,469	$798K	0.1%	-24.7%	0.004%
5/14/2026	Klingman & Associates LLC	189,356	$27.64M	1.3%	-1.3%	0.129%
5/14/2026	Modern Wealth Management LLC	2,556	$373K	0.0%	+7.3%	0.002%
5/14/2026	Liberty One Investment Management LLC	15,020	$2.19M	0.2%	+7.1%	0.010%
5/14/2026	Dickmeyer Boyce Financial Management Inc.	5,497	$802K	0.5%	N/A	0.004%
5/14/2026	MWA Asset Management	5,581	$815K	0.4%	+2.8%	0.004%
5/14/2026	Lido Advisors LLC	51,435	$7.51M	0.0%	+19.8%	0.035%
5/13/2026	Cetera Investment Advisers	742,602	$108.38M	0.1%	-7.2%	0.507%
5/13/2026	Wealthspire Retirement LLC	71,445	$10.43M	0.6%	+14.2%	0.049%
5/13/2026	Dynamic Wealth Strategies LLC	807	$118K	0.1%	+707.0%	0.001%
5/13/2026	NewEdge Wealth LLC	5,751	$839K	0.0%	+11.2%	0.004%
5/13/2026	First Citizens Bank & Trust Co.	2,297	$335K	0.0%	-22.1%	0.002%
5/13/2026	First Trust Advisors LP	15,487	$2.26M	0.0%	-27.1%	0.011%
5/12/2026	Millennium Capital Advisors LLC	1,408	$205K	0.1%	N/A	0.001%
5/8/2026	Pacific Sun Financial Corp	8,993	$1.31M	0.6%	-1.0%	0.006%
5/8/2026	PNC Financial Services Group Inc.	460,743	$67.24M	0.0%	-4.7%	0.315%
5/8/2026	Madison Asset Management LLC	13,138	$1.92M	0.0%	-16.0%	0.009%
5/8/2026	Rice Partnership LLC	894	$130K	0.0%	-25.7%	0.001%
5/8/2026	JMG Financial Group Ltd.	2,154	$314K	0.0%	-65.1%	0.001%
5/8/2026	MWA Asset Management	5,582	$815K	0.4%	+2.8%	0.004%
The SpaceX supplier that shipped 5 billion chips to Starlink (Ad) When Nvidia surged 770%, its data center cooling supplier Vertiv climbed 1,700%. When Apple ran 2,000%, supplier Broadcom gained 15,000%. The pattern is clear: suppliers often dwarf the headline stock. One little-known company has shipped over 5 billion chips to SpaceX - a figure expected to reach 10 billion by 2027. SpaceX calls them 'instrumental to Starlink's success.' With the IPO expected in June, you can get the name, ticker, and a full year of tech research for just $19 - 85% off. Get the name and ticker before the SpaceX IPO arrives
5/7/2026	Hopwood Financial Services Inc.	1,400	$204K	0.1%	N/A	0.001%
5/7/2026	Carson Advisory Inc.	1,622	$237K	0.1%	-13.0%	0.001%
5/7/2026	Balefire LLC	71,408	$10.42M	1.9%	+146.3%	0.049%
5/7/2026	Parallel Advisors LLC	6,864	$1.00M	0.0%	+165.3%	0.005%
5/7/2026	Koss Olinger Consulting LLC	6,691	$976K	0.1%	-21.3%	0.005%
5/7/2026	Valley Wealth Managers Inc.	25,335	$3.70M	0.2%	-9.8%	0.017%
5/6/2026	Clifford Swan Investment Counsel LLC	1,948	$284K	0.0%	-8.8%	0.001%
5/6/2026	Ranch Capital Advisors Inc.	1,385	$202K	0.1%	N/A	0.001%
5/6/2026	Centennial Bank AR	8,650	$1.26M	0.5%	-38.9%	0.006%
5/6/2026	Simon Quick Advisors LLC	22,552	$3.29M	0.2%	-2.7%	0.015%
5/6/2026	Main Street Group LTD	632	$92K	0.0%	N/A	0.000%
5/6/2026	Bessemer Group Inc.	6,553	$956K	0.0%	-70.8%	0.004%
5/6/2026	Independent Financial Group LLC	14,252	$2.08M	0.1%	N/A	0.010%
5/6/2026	Prosperity Consulting Group LLC	97,411	$14.22M	0.6%	-0.8%	0.067%
5/5/2026	Evergreen Advisors LLC	366	$53K	0.0%	N/A	0.000%
5/5/2026	D.A. Davidson & CO.	25,610	$3.74M	0.0%	+5.4%	0.017%
5/5/2026	RFG Bristol Wealth Advisors LLC	1,589	$232K	0.1%	+5.6%	0.001%
5/5/2026	Beaumont Financial Advisors LLC	4,486	$655K	0.0%	-1.7%	0.003%
5/5/2026	Bank of New York Mellon Corp	930,325	$135.77M	0.0%	-2.5%	0.636%
5/5/2026	truNorth Financial Services Inc.	15,418	$2.25M	2.3%	+2.4%	0.011%
5/5/2026	Good Harbor Advisors Inc.	17,323	$2.53M	2.8%	+5.7%	0.012%
5/5/2026	SouthState Bank Corp	239	$35K	0.0%	-55.7%	0.000%
5/5/2026	Sanctuary Advisors LLC	94,797	$13.84M	0.1%	+3.5%	0.065%
5/5/2026	Sigma Planning Corp	9,882	$1.44M	0.0%	+3.3%	0.007%
5/5/2026	Cornerstone Advisory LLC	45,748	$6.68M	0.6%	-1.2%	0.031%
5/5/2026	Conservest Capital Advisors Inc.	5,632	$822K	0.1%	-38.6%	0.004%
5/5/2026	1ST Source Bank	450,028	$65.68M	3.4%	-7.3%	0.308%
5/5/2026	Nwam LLC	5,667	$827K	0.0%	-1.5%	0.004%
5/5/2026	Fell Capital Management ADV	26,612	$3.88M	3.7%	+10.8%	0.018%
5/5/2026	Avantax Planning Partners Inc.	10,112	$1.48M	0.0%	-1.6%	0.007%
5/4/2026	Calamos Wealth Management LLC	7,250	$1.06M	0.0%	+1.4%	0.005%
5/4/2026	Calamos Advisors LLC	7,250	$1.06M	0.0%	N/A	0.005%
5/4/2026	AMG National Trust Bank	7,070	$1.03M	0.0%	+1.4%	0.005%
5/4/2026	Retirement Planning Group LLC	7,213	$1.05M	0.0%	-1.2%	0.005%
5/4/2026	Empirical Financial Services LLC d.b.a. Empirical Wealth Management	6,956	$1.02M	0.0%	-17.0%	0.005%
5/4/2026	Bryn Mawr Trust Advisors LLC	1,480	$216K	0.0%	-11.6%	0.001%
5/4/2026	Glassman Wealth Services	6,003	$876K	0.1%	-3.1%	0.004%
5/4/2026	NWF Advisory Services Inc.	178,029	$25.98M	2.9%	-2.4%	0.122%
5/4/2026	Nadler Financial Group Inc.	2,293	$335K	0.0%	-30.1%	0.002%
5/2/2026	CAP Partners LLC	2,075	$303K	0.2%	N/A	0.001%
5/2/2026	Global Assets Advisory LLC	5,244	$765K	0.2%	N/A	0.004%
5/2/2026	Anchor Investment Management LLC	956	$140K	0.0%	+35.4%	0.001%
5/2/2026	Associated Banc Corp	106,752	$15.58M	0.4%	-2.0%	0.073%
5/2/2026	United Bank	5,361	$782K	0.3%	-2.4%	0.004%
5/2/2026	Valmark Advisers Inc.	12,769	$1.86M	0.0%	+1.2%	0.009%
5/2/2026	Pittenger & Anderson Inc.	2,136	$312K	0.0%	+3.9%	0.001%
5/2/2026	Carnegie Investment Counsel	19,612	$2.86M	0.1%	-6.7%	0.013%
5/1/2026	Capital Squared Financial LLC	1,546	$226K	0.2%	-35.9%	0.001%
5/1/2026	Citizens Financial Group Inc. RI	37,781	$5.51M	0.1%	-4.9%	0.026%
5/1/2026	Midwest Trust Co	111,237	$16.23M	0.2%	-2.0%	0.076%
The SpaceX supplier that shipped 5 billion chips to Starlink (Ad) When Nvidia surged 770%, its data center cooling supplier Vertiv climbed 1,700%. When Apple ran 2,000%, supplier Broadcom gained 15,000%. The pattern is clear: suppliers often dwarf the headline stock. One little-known company has shipped over 5 billion chips to SpaceX - a figure expected to reach 10 billion by 2027. SpaceX calls them 'instrumental to Starlink's success.' With the IPO expected in June, you can get the name, ticker, and a full year of tech research for just $19 - 85% off. Get the name and ticker before the SpaceX IPO arrives
5/1/2026	Fifth Third Bancorp	115,078	$16.79M	0.0%	+1,558.7%	0.079%
5/1/2026	Sovran Advisors LLC	9,194	$1.38M	0.1%	+2.2%	0.006%
5/1/2026	American Trust	26,761	$3.91M	0.3%	-8.1%	0.018%
5/1/2026	Sachetta LLC	17,740	$2.59M	1.4%	+9.1%	0.012%
5/1/2026	Simplicity Wealth LLC	11,992	$1.75M	0.1%	+12.7%	0.008%
5/1/2026	Sequoia Financial Advisors LLC	21,728	$3.17M	0.0%	-2.1%	0.015%
4/30/2026	Costello Asset Management INC	1,037	$151K	0.1%	N/A	0.001%
4/30/2026	SkyOak Wealth LLC	3,308	$483K	0.1%	+5.4%	0.002%
4/30/2026	Kestra Advisory Services LLC	253,134	$36.94M	0.1%	+15.2%	0.179%
4/30/2026	Money Concepts Capital Corp	4,392	$641K	0.0%	+10.0%	0.003%

SDY Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,263 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 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), Wells Fargo & Company MN ($375.06K), Joel Isaacson & Co. LLC ($356.81K), and Coldstream Capital Management Inc. ($321.29K).

Institutional investors have bought a total of 12,717,447 shares in the last 24 months. This purchase volume represents approximately $1.74B in transactions.

Of the 618 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: 1ST Source Bank ($287.58K), Assetmark Inc. ($239.75K), Bank of America Corp DE ($180.23K), Commonwealth Equity Services LLC ($180.11K), Envestnet Asset Management Inc. ($134.37K), Baltimore Washington Financial Advisors Inc. ($133.94K), and Royal Bank of Canada ($127.28K).

Institutional investors have sold a total of 4,346,446 shares in the last 24 months. This volume of shares sold represents approximately $605.13M in transactions.

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This page (NYSEARCA:SDY) was last updated on 5/26/2026 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

Who are the largest shareholders of SDY shares?

What percentage of SPDR S&P Dividend ETF's stock is owned by institutional investors?

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

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

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

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

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