Free Trial
→ The End of Elon Musk…? (From Brownstone Research) (Ad) Free SDY Stock Alerts

SPDR S&P Dividend ETF (SDY) Institutional Ownership

SPDR S&P Dividend ETF logo
$138.88 +0.09 (+0.06%)
Closing price 04:10 PM Eastern
Extended Trading
$138.96 +0.08 (+0.06%)
As of 07:37 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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)
612
Total
Institutional Inflows
(last 12 months)
$1.49B
Number of
Institutional Sellers
(last 12 months)
590
Total
Institutional Outflows
(last 12 months)
$851.91M
Get SDY Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR S&P Dividend ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SDY Institutional Buying and Selling by Quarter

SPDR S&P Dividend ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/14/2025Park Avenue Securities LLC11,458$1.56M0.0%+15.7%0.008%
7/14/2025Sowell Financial Services LLC3,840$521K0.0%-12.9%0.003%
7/11/2025Baugh & Associates LLC2,135$281K0.1%-8.7%0.001%
7/11/2025Farther Finance Advisors LLC6,213$843K0.0%-3.9%0.004%
7/11/2025Harbour Capital Advisors LLC17,328$2.40M0.5%-2.0%0.012%
7/11/2025 UMB Bank n.a.116,618$15.83M0.2%-1.5%0.079%
7/11/2025Kaydan Wealth Management Inc.4,790$650K0.2%-5.1%0.003%
7/11/2025Butensky & Cohen Financial Security Inc.8,830$1.20M0.4%+4.0%0.006%
7/11/2025AA Financial Advisors LLC23,461$3.18M0.7%-20.0%0.016%
7/11/2025Thomasville National Bank7,855$1.07M0.1%-55.8%0.005%
7/11/2025LongView Wealth Management1,475$200K0.1%N/A0.001%
7/11/2025SeaCrest Wealth Management LLC3,777$513K0.1%-25.4%0.003%
7/11/2025Diversified Trust Co7,796$1.06M0.0%-17.5%0.005%
7/11/2025Elk River Wealth Management LLC413,123$56.07M9.6%+0.6%0.281%
7/10/2025 Oliver Lagore Vanvalin Investment Group296$40K0.0%N/A0.000%
7/10/2025 Triangle Securities Wealth Management5,035$683K0.2%-16.6%0.003%
7/10/2025 Oldfather Financial Services LLC1,994$271K0.1%+8.5%0.001%
7/10/2025 Worth Asset Management LLC2,301$312K0.2%+23.9%0.002%
7/10/2025 YHB Investment Advisors Inc.3,870$525K0.0%-2.8%0.003%
7/10/2025 Ferguson Wellman Capital Management Inc.15,244$2.07M0.0%-22.5%0.010%
7/10/2025 Fulton Bank N.A.3,589$487K0.0%-10.7%0.002%
7/10/2025 Wealth Enhancement Advisory Services LLC374,733$52.01M0.1%+1.1%0.255%
7/10/2025 Tompkins Financial Corp1,705$231K0.0%-15.2%0.001%
7/10/2025 Focus Financial Network Inc.15,561$2.11M0.1%+0.5%0.011%
7/10/2025 Sovran Advisors LLC12,312$1.70M0.2%-1.4%0.008%
7/9/2025 Dynamic Advisor Solutions LLC17,796$2.42M0.1%-3.6%0.012%
7/9/2025 Pines Wealth Management LLC15,469$2.15M0.8%-0.5%0.011%
7/9/2025 Graves Light Lenhart Wealth Inc.189,852$25.77M3.1%-0.8%0.129%
7/9/2025 Pallas Capital Advisors LLC9,209$1.25M0.0%+1.6%0.006%
7/9/2025 Hardin Capital Partners LLC2,541$351K0.2%+19.2%0.002%
7/9/2025 Balefire LLC43,267$5.87M1.3%+10.4%0.029%
7/9/2025 Wolff Financial Management LLC238,116$32.32M8.3%+2.0%0.162%
7/9/2025 Berkshire Bank3,651$496K0.1%-9.0%0.002%
7/9/2025 Epiq Partners LLC1,530$208K0.1%-10.5%0.001%
7/9/2025 Fiduciary Alliance LLC2,627$356K0.0%+18.2%0.002%
7/9/2025 Market Street Wealth Management Advisors LLC4,527$614K0.1%-4.0%0.003%
7/9/2025 Key Client Fiduciary Advisors LLC3,082$418K0.2%+4.6%0.002%
7/9/2025 Sandy Cove Advisors LLC5,730$778K0.3%-11.4%0.004%
7/9/2025 Sard Wealth Management Group LLC93,275$12.66M7.8%+2.3%0.064%
7/8/2025 First National Corp MA ADV63,115$8.57M1.7%-0.4%0.043%
The End of Elon Musk…? (Ad)

The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, and he's been proven right time and time again. And now, while the media focuses on Tesla's "demise," he's uncovered an AI breakthrough that's about to make Elon's doubters eat their words yet again. According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime.

Click here to see why the "End of Elon" crowd is about to be wrong again.
7/8/2025 Ehrlich Financial Group4,737$643K0.4%-3.7%0.003%
7/8/2025 Adamsbrown Wealth Consultants LLC3,199$434K0.1%-8.3%0.002%
7/8/2025 Atwood & Palmer Inc.200$27K0.0%-73.3%0.000%
7/8/2025 Martin Capital Partners LLC4,346$590K0.2%N/A0.003%
7/8/2025 Canandaigua National Bank & Trust Co.27,148$3.69M0.3%-2.5%0.018%
7/8/2025 TL Private Wealth42,658$5.88M2.4%+1.5%0.029%
7/8/2025 Parallel Advisors LLC3,016$409K0.0%-10.2%0.002%
7/7/2025 Investors Research Corp11,834$1.61M0.3%-2.1%0.008%
7/7/2025 Capital Asset Advisory Services LLC4,314$596K0.0%-2.8%0.003%
7/7/2025 Whitaker Myers Wealth Managers LTD.1,561$212K0.1%N/A0.001%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.741$101K0.0%+135.2%0.001%
7/1/2025 Confluence Investment Management LLC75,270$10.22M0.1%N/A0.051%
7/1/2025 Harbor Investment Advisory LLC481$65K0.0%-22.3%0.000%
6/16/2025Peterson Wealth Management60,569$8.22M5.5%+4.3%0.041%
5/28/2025Jones Financial Companies Lllp331,634$44.59M0.0%+29.0%0.224%
5/28/2025Intrua Financial LLC6,585$893K0.1%-15.2%0.004%
5/28/2025Addison Capital Co5,757$781K0.3%-4.6%0.004%
5/27/2025Jacobi Capital Management LLC4,195$569K0.0%+2.1%0.003%
5/22/2025Rollins Financial Advisors LLC1,512$205K0.0%N/A0.001%
5/20/2025Belpointe Asset Management LLC14,282$1.94M0.1%-6.7%0.010%
5/20/2025Focus Partners Wealth116,256$15.77M0.0%+1.9%0.079%
5/20/2025Flaharty Asset Management LLC197,039$26.73M3.9%-0.9%0.133%
5/20/2025Integrity Alliance LLC.10,297$1.40M0.1%N/A0.007%
5/16/2025American Trust31,351$4.25M1.0%-9.0%0.021%
5/16/2025Ascent Group LLC14,542$1.97M0.1%+147.0%0.010%
5/16/2025Arete Wealth Advisors LLC6,734$914K0.1%-7.5%0.005%
5/16/2025Ashton Thomas Private Wealth LLC10,030$1.36M0.1%+350.6%0.007%
5/16/2025Goldman Sachs Group Inc.345,967$46.94M0.0%-7.7%0.236%
5/16/2025Jones Financial Companies Lllp40,051$5.59M0.0%-84.4%0.027%
5/16/2025Raab & Moskowitz Asset Management LLC7,992$1.08M0.3%-6.7%0.005%
5/16/2025Richwood Investment Advisors LLC9,247$1.26M1.1%-2.5%0.006%
5/16/2025NewEdge Advisors LLC63,031$8.55M0.1%-13.5%0.043%
5/16/2025Integrated Wealth Concepts LLC21,650$2.94M0.0%-7.8%0.015%
5/16/2025Curi RMB Capital LLC3,027$411K0.0%-2.4%0.002%
5/16/2025AQR Capital Management LLC7,936$1.08M0.0%+49.5%0.005%
5/16/2025Atalanta Sosnoff Capital LLC2,534$344K0.0%N/A0.002%
5/16/2025Algorithmic Investment Models LLC2,161$293K0.2%-90.3%0.001%
5/15/2025Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.99,601$13.51M2.1%-1.8%0.067%
5/15/2025Federation des caisses Desjardins du Quebec8,874$1.20M0.0%+21.0%0.006%
5/15/2025EP Wealth Advisors LLC37,616$5.10M0.0%+1.2%0.025%
5/15/2025Focus Partners Advisor Solutions LLC8,903$1.21M0.0%-3.2%0.006%
5/15/2025Flputnam Investment Management Co.15,006$2.04M0.0%-3.9%0.010%
5/15/2025Royal Bank of Canada2,371,561$321.77M0.1%+0.9%1.603%
5/15/2025MAI Capital Management748,252$101.52M0.8%-1.4%0.506%
5/15/2025Connecticut Wealth Management LLC38,970$5.29M0.3%N/A0.026%
5/15/2025Titleist Asset Management LLC2,429$330K0.0%-8.8%0.002%
5/15/2025Baird Financial Group Inc.210,301$28.53M0.1%-1.1%0.142%
5/15/2025Activest Wealth Management974$132K0.0%-9.3%0.001%
5/15/2025Vident Advisory LLC4,649$631K0.0%+2.0%0.003%
5/15/2025Evergreen Capital Management LLC14,636$1.99M0.1%+0.7%0.010%
The End of Elon Musk…? (Ad)

The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, and he's been proven right time and time again. And now, while the media focuses on Tesla's "demise," he's uncovered an AI breakthrough that's about to make Elon's doubters eat their words yet again. According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime.

Click here to see why the "End of Elon" crowd is about to be wrong again.
5/15/2025Vermillion & White Wealth Management Group LLC587$80K0.1%-44.1%0.000%
5/15/2025Gerber Kawasaki Wealth & Investment Management4,983$676K0.0%+30.6%0.003%
5/15/2025Mission Creek Capital Partners Inc.8,169$1.11M0.2%+5.5%0.006%
5/14/2025Wealth Preservation Advisors LLC368$50K0.0%N/A0.000%
5/14/2025CreativeOne Wealth LLC5,980$811K0.0%-6.5%0.004%
5/14/2025Ieq Capital LLC97,042$13.17M0.1%+92.9%0.066%
5/14/2025Per Stirling Capital Management LLC.2,610$354K0.1%-18.6%0.002%
5/14/2025Kitching Partners LLC71,834$9.75M11.2%+11.7%0.049%
5/14/2025PKS Advisory Services LLC19,426$2.64M0.8%-0.9%0.013%
5/14/2025Apexium Financial LP64,980$8.82M0.5%+4.7%0.044%
(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, 1,226 institutional investors and hedge funds held shares of SPDR S&P Dividend ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.02B), Morgan Stanley ($604.57M), Raymond James Financial Inc. ($408.92M), LPL Financial LLC ($374.75M), Joel Isaacson & Co. LLC ($347.10M), Royal Bank of Canada ($321.77M), and Raymond James & Associates ($315.61M).Learn more on SPDR S&P Dividend ETF's institutional investors.

What percentage of SPDR S&P Dividend ETF's stock is owned by 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.

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

Of the 927 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: Raymond James Financial Inc. ($3.01M), International Assets Investment Management LLC ($2.29M), Houlihan Financial Resource Group Ltd. ($1.14M), Pathstone Family Office LLC ($783.83K), JPMorgan Chase & Co. ($775.48K), Pathstone Holdings LLC ($758.74K), and Orion Portfolio Solutions LLC ($682.30K).

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

Institutional investors have bought a total of 11,136,898 shares in the last 24 months. This purchase volume represents approximately $1.49B in transactions.

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

Of the 593 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: International Assets Investment Management LLC ($1.17M), Assetmark Inc. ($435.64K), Janney Montgomery Scott LLC ($393.50K), Raymond James Financial Services Advisors Inc. ($255.13K), LPL Financial LLC ($242.35K), Jones Financial Companies Lllp ($216.97K), and Independent Advisor Alliance ($174.68K).

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

Institutional investors have sold a total of 6,383,133 shares in the last 24 months. This volume of shares sold represents approximately $853.24M in transactions.


Related Companies

This page (NYSEARCA:SDY) was last updated on 7/14/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Which Gold Miner Trades at 30% of NAV? The One Buffett Wants
Some of the world’s best gold developers are trading at just 30% of NAV — like buying a dollar for 30 cents. ...
Golden Portfolio | Sponsored
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsored
Special gold investment soars 2,300% ... 5,090% ... 9,850%
In my 54 years as an investor, I’ve seen my share of gold bull markets. But nothing comes close to the rall...
Weiss Ratings | Sponsored
Crypto Is Pumping Again – Now Comes the Real Opportunity
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
An extra $1,000 per month?
A little-known Title 15 provision could let you collect instant payouts — $100 to $1,000 — directly from your ...
TradeSmith | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored
AI Meltdown Imminent: Dump These Stocks Now!
If you have any money in the markets, especially in AI stocks… Please click here to see Elon Musk’s new inv...
Paradigm Press | Sponsored