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SPDR S&P Dividend ETF (SDY) Institutional Ownership

SPDR S&P Dividend ETF logo
$155.73 +1.81 (+1.18%)
As of 07/24/2026 04:10 PM Eastern
Compare

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)
600
Total
Institutional Inflows
(last 12 months)
$1.71B
Number of
Institutional Sellers
(last 12 months)
589
Total
Institutional Outflows
(last 12 months)
$588.09M
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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
7/10/2026 Regent Peak Wealth Advisors LLC153,565$23.37M4.2%+0.9%0.109%
7/10/2026 Investors Research Corp10,656$1.62M0.3%-5.6%0.008%
7/10/2026 Butensky & Cohen Financial Security Inc.9,686$1.47M0.4%+1.8%0.007%
7/10/2026 Kentucky Trust Co6,500$989K0.5%-2.6%0.005%
7/10/2026 City Holding Co.2,536$386K0.0%+34.8%0.002%
7/10/2026 Charles Schwab Trust Co28,048$4.27M0.2%-6.9%0.020%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors1,760$268K0.0%-4.1%0.001%
7/10/2026 Fulton Bank N.A.3,589$546K0.0%-11.1%0.003%
7/10/2026 Wealthcare Advisory Partners LLC11,581$1.76M0.0%-5.9%0.008%
7/9/2026 Kraft Davis & Associates LLC1,351$208K0.0%-11.5%0.001%
7/9/2026 Shrier Wealth Management LLC42,918$6.53M2.2%+4.1%0.031%
7/9/2026 Key Client Fiduciary Advisors LLC3,621$551K0.2%+2.4%0.003%
7/9/2026 Focus Financial Network Inc.15,025$2.29M0.1%+3.0%0.011%
7/9/2026 Allied Private Wealth LLC600$92K0.1%N/A0.000%
7/9/2026 Ehrlich Financial Group5,290$805K0.4%-2.4%0.004%
7/9/2026 Agate Pass Investment Management LLC7,293$1.11M0.4%-8.6%0.005%
7/9/2026 Private Wealth Group LLC32,919$5.01M1.9%-35.9%0.023%
7/9/2026 TL Private Wealth38,961$6.06M2.2%-3.2%0.028%
7/9/2026 Flaharty Asset Management LLC16,573$2.58M3.7%-91.6%0.012%
7/8/2026 Beacon Bank & Trust3,736$569K0.1%-19.9%0.003%
7/8/2026 Beacon Investment Advisory Services Inc.2,743$417K0.0%-4.2%0.002%
7/8/2026 Beacon Financial Strategies CORP370$56K0.0%N/A0.000%
7/8/2026 Shulman DeMeo Asset Management LLC41,726$6.35M1.2%-3.0%0.030%
7/8/2026 Kwmg LLC4,284$652K0.0%-4.5%0.003%
7/8/2026 Factor Wealth Management LTD2,180$332K0.1%-13.3%0.002%
7/8/2026 Elmwood Wealth Management Inc.1,864$284K0.1%N/A0.001%
7/8/2026 Apella Capital LLC3,396$528K0.0%-7.1%0.002%
7/8/2026 Westmount Partners LLC8,526$1.30M0.3%-1.3%0.006%
7/7/2026 180 Wealth Advisors LLC1,343$204K0.0%N/A0.001%
7/7/2026 Mechanics Bank Trust Department11,429$1.74M0.2%-10.4%0.008%
7/7/2026 Balefire LLC67,754$10.31M1.7%-5.1%0.048%
7/7/2026 Dynamic Advisor Solutions LLC9,833$1.50M0.0%-29.8%0.007%
7/7/2026 McNaughton Wealth Management LLC10,042$1.53M0.5%-1.1%0.007%
7/7/2026 Graves Light Lenhart Wealth Inc.181,578$27.63M2.6%-0.3%0.129%
7/7/2026 Martin Capital Partners LLC3,937$599K0.2%-6.2%0.003%
7/7/2026 Canandaigua National Bank & Trust Co.25,338$3.86M0.3%N/A0.018%
7/7/2026 Sandy Cove Advisors LLC4,994$760K0.2%-3.8%0.004%
7/6/2026 Bangor Savings Bank1,481$225K0.0%+5.6%0.001%
7/6/2026 Stonebridge Financial Group LLC3,560$542K0.0%+22.1%0.003%
7/2/2026 MassMutual Private Wealth & Trust FSB2,984$454K0.0%-5.5%0.002%
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7/2/2026 Versant Capital Management Inc1,411$215K0.0%-31.4%0.001%
7/2/2026 Diesslin Group Inc.1,490$227K0.1%N/A0.001%
7/1/2026 Confluence Investment Management LLC132,295$20.13M0.3%+92.5%0.094%
6/10/2026FAS Wealth Partners Inc.3,823$558K0.0%-4.7%0.003%
6/3/2026Parallel Advisors LLC6,864$1.00M0.0%+165.3%0.005%
6/3/2026NewEdge Advisors LLC61,946$9.04M0.0%-20.3%0.042%
5/29/2026Asset Dedication LLC2,522$368K0.0%-37.4%0.002%
5/28/2026Cozad Asset Management Inc.15,213$2.22M0.2%-3.0%0.010%
5/27/2026Alpha Capital Advisors Inc. ADV3,921$572K0.5%-8.8%0.003%
5/27/2026Capasso Planning Partners LLC1,424$208K0.1%N/A0.001%
5/26/2026Serenity Investment Advisors5,860$879K0.3%-19.3%0.004%
5/22/2026Segall Bryant & Hamill LLC10,438$1.56M0.0%N/A0.007%
5/21/2026 GKV Capital Management Co. Inc.1,000$136K0.0%N/A0.001%
5/19/2026Western Wealth Management LLC23,133$3.38M0.1%+8.2%0.016%
5/19/2026NewEdge Advisors LLC35,171$5.13M0.1%-54.7%0.024%
5/19/2026Bank of America Corp DE7,319,410$1.07B0.1%+0.5%5.001%
5/19/2026Centaurus Financial Inc.3,962$578K0.0%-62.1%0.003%
5/19/2026Arkadios Wealth Advisors42,854$6.25M0.1%-2.1%0.029%
5/18/2026Sunbelt Securities Inc.39,851$5.82M0.4%+0.6%0.027%
5/18/2026Royal Bank of Canada2,021,684$295.04M0.1%-5.7%1.381%
5/18/2026Richwood Investment Advisors LLC8,332$1.22M0.9%-5.4%0.006%
5/18/2026Evelyn Partners Investment Management Europe Ltd71,922$10.50M3.6%-2.7%0.049%
5/16/2026Glen Eagle Advisors LLC5,391$787K0.1%-2.6%0.004%
5/16/2026Quantinno Capital Management LP18,988$2.77M0.0%+133.5%0.013%
5/15/2026Cardiff Park Advisors LLC283$41K0.0%-26.1%0.000%
5/15/2026Gateway Wealth Partners LLC3,280$479K0.0%+102.5%0.002%
5/15/2026Blue Chip Partners LLC1,381$202K0.0%N/A0.001%
5/15/2026Matrix Private Capital Group LLC3,311$483K0.2%N/A0.002%
5/15/2026Waverly Advisors LLC23,970$3.50M0.0%-8.1%0.016%
5/15/2026Asset Management Group Inc.25,708$3.75M0.6%+0.4%0.018%
5/14/2026Renaissance Technologies LLC6,400$934K0.0%N/A0.004%
5/14/2026Hilltop Holdings Inc.5,469$798K0.1%-24.7%0.004%
5/14/2026Klingman & Associates LLC189,356$27.64M1.3%-1.3%0.129%
5/14/2026Modern Wealth Management LLC2,556$373K0.0%+7.3%0.002%
5/14/2026Liberty One Investment Management LLC15,020$2.19M0.2%+7.1%0.010%
5/14/2026 Dickmeyer Boyce Financial Management Inc.5,497$802K0.5%N/A0.004%
5/14/2026MWA Asset Management5,581$815K0.4%+2.8%0.004%
5/14/2026Lido Advisors LLC51,435$7.51M0.0%+19.8%0.035%
5/13/2026Cetera Investment Advisers742,602$108.38M0.1%-7.2%0.507%
5/13/2026Wealthspire Retirement LLC71,445$10.43M0.6%+14.2%0.049%
5/13/2026 Dynamic Wealth Strategies LLC807$118K0.1%+707.0%0.001%
5/13/2026NewEdge Wealth LLC5,751$839K0.0%+11.2%0.004%
5/13/2026 First Citizens Bank & Trust Co.2,297$335K0.0%-22.1%0.002%
5/13/2026First Trust Advisors LP15,487$2.26M0.0%-27.1%0.011%
5/12/2026Millennium Capital Advisors LLC1,408$205K0.1%N/A0.001%
5/8/2026Pacific Sun Financial Corp8,993$1.31M0.6%-1.0%0.006%
5/8/2026PNC Financial Services Group Inc.460,743$67.24M0.0%-4.7%0.315%
5/8/2026Madison Asset Management LLC13,138$1.92M0.0%-16.0%0.009%
5/8/2026Rice Partnership LLC894$130K0.0%-25.7%0.001%
5/8/2026JMG Financial Group Ltd.2,154$314K0.0%-65.1%0.001%
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5/8/2026MWA Asset Management5,582$815K0.4%+2.8%0.004%
5/7/2026 Hopwood Financial Services Inc.1,400$204K0.1%N/A0.001%
5/7/2026Carson Advisory Inc.1,622$237K0.1%-13.0%0.001%
5/7/2026 Balefire LLC71,408$10.42M1.9%+146.3%0.049%
5/7/2026Parallel Advisors LLC6,864$1.00M0.0%+165.3%0.005%
5/7/2026Koss Olinger Consulting LLC6,691$976K0.1%-21.3%0.005%
5/7/2026Valley Wealth Managers Inc.25,335$3.70M0.2%-9.8%0.017%
5/6/2026Clifford Swan Investment Counsel LLC1,948$284K0.0%-8.8%0.001%
5/6/2026Ranch Capital Advisors Inc.1,385$202K0.1%N/A0.001%
5/6/2026Centennial Bank AR8,650$1.26M0.5%-38.9%0.006%


SDY Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,250 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 950 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 12,451,563 shares in the last 24 months. This purchase volume represents approximately $1.71B in transactions.

Of the 589 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), Flaharty Asset Management LLC ($196.07K), Bank of America Corp DE ($180.23K), Commonwealth Equity Services LLC ($180.11K), Envestnet Asset Management Inc. ($134.37K), and Baltimore Washington Financial Advisors Inc. ($133.94K).

Institutional investors have sold a total of 4,192,763 shares in the last 24 months. This volume of shares sold represents approximately $588.09M in transactions.


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This page (NYSEARCA:SDY) was last updated on 7/26/2026 by MarketBeat.com Staff.
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