Free Trial

SPDR S&P Dividend ETF (SDY) Institutional Ownership

-0.03 (-0.02%)
(As of 07/24/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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'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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/24/2024Goldstein Advisors LLC1,760$224K0.0%N/A0.001%
7/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors2,832$360K0.1%-3.9%0.002%
7/24/2024My Legacy Advisors LLC5,982$761K0.2%N/A0.004%
7/23/2024 Sandy Cove Advisors LLC6,670$848K0.4%-2.3%0.004%
7/23/2024 Precedent Wealth Partners LLC60,427$7.69M3.1%+0.8%0.038%
7/23/2024 PSI Advisors LLC839$107K0.0%-81.4%0.001%
7/23/2024 H&H Retirement Design & Management INC9,987$1.32M0.8%+1.2%0.006%
7/23/2024 Harbour Trust & Investment Management Co10,350$1.32M0.2%-6.8%0.007%
7/23/2024 American National Bank3,460$440K0.1%-2.8%0.002%
7/23/2024 Horst & Graben Wealth Management LLC4,813$612K0.1%-5.3%0.003%
7/23/2024 United Bank6,216$791K0.4%-34.4%0.004%
7/23/2024 Burns J W & Co. Inc. NY5,784$736K0.1%-7.3%0.004%
7/23/2024 Fifth Third Wealth Advisors LLC47,234$6.01M0.5%+69.6%0.030%
7/22/2024 Atria Wealth Solutions Inc.110,452$14.05M0.2%-15.5%0.070%
7/22/2024 Capital Advisory Group Advisory Services LLC16,174$2.06M0.9%-1.2%0.010%
7/22/2024 Fifth Third Bancorp10,655$1.36M0.0%-10.5%0.007%
7/22/2024 Nadler Financial Group Inc.3,665$466K0.1%+8.5%0.002%
7/22/2024Focus Financial Network Inc.14,964$2.00M0.1%-1.9%0.009%
7/22/2024 Carnegie Investment Counsel21,367$2.72M0.1%-0.4%0.014%
7/22/2024 Pallas Capital Advisors LLC8,053$1.07M0.0%+6.5%0.005%
7/22/2024 M3 Advisory Group LLC3,577$455K0.4%+3.9%0.002%
7/22/2024 Denver Wealth Management Inc.30,358$3.86M1.9%-9.1%0.019%
7/22/2024 Colonial River Wealth Management LLC2,580$328K0.2%-10.2%0.002%
7/20/2024 ZWJ Investment Counsel Inc.4,494$572K0.0%+2.4%0.003%
7/20/2024 First Horizon Advisors Inc.39,371$5.01M0.2%-1.7%0.025%
7/20/2024 Raymond James Financial Services Advisors Inc.727,780$92.56M0.1%-26.0%0.460%
7/20/2024 Apollon Wealth Management LLC17,218$2.19M0.1%-5.7%0.011%
7/19/2024 Johnson & White Wealth Management LLC46,196$5.88M5.6%-14.7%0.029%
7/19/2024 MONECO Advisors LLC63,947$8.13M1.2%-2.2%0.040%
7/19/2024 Pacific Sun Financial Corp9,718$1.24M0.7%-3.0%0.006%
7/19/2024 Western Wealth Management LLC17,844$2.27M0.2%-4.7%0.011%
7/19/2024 Financial Partners Group Inc7,056$897K0.1%-9.7%0.004%
7/19/2024 Marshall Financial Group LLC1,971$251K0.1%N/A0.001%
7/19/2024 Raymond James & Associates2,256,492$286.98M0.2%-2.0%1.426%
7/19/2024 Tyche Wealth Partners LLC11,171$1.42M0.3%-1.3%0.007%
7/18/2024 Wolff Financial Management LLC222,814$28.34M20.9%+1.5%0.141%
7/18/2024 Saxon Interests Inc.5,930$754K0.4%-23.7%0.004%
7/18/2024 Oak Harbor Wealth Partners LLC1,579$201K0.1%-8.7%0.001%
7/18/2024 Brookstone Capital Management1,555$208K0.0%-12.9%0.001%
Secure Your Finances: Act Against the Digital Dollar Alarm (Ad)

Something critical just happened... In June the BRICS nations — Brazil, Russia, India, China, and South Africa — met. They weren't just chatting about trade. No, they were plotting to dismantle the dominance of the U.S. dollar in global trade. A new trade system, free from the dollar. What does that spell for the dollar's future? Trouble.

Download Your FREE Guide Now >>
7/18/2024 Blue Trust Inc.2,356$309K0.0%+9.5%0.001%
7/18/2024 Baker Tilly Wealth Management LLC5,920$753K0.3%-53.0%0.004%
7/18/2024 Marino Stram & Associates LLC261,842$33.30M8.1%-1.9%0.166%
7/18/2024 Miracle Mile Advisors LLC61,128$7.77M0.2%+7.3%0.039%
7/18/2024 O ROURKE & COMPANY Inc3,472$442K0.2%+4.9%0.002%
7/18/2024 Valley National Advisers Inc.1,723$219K0.0%-22.8%0.001%
7/18/2024 Silver Lake Advisory LLC5,112$650K0.1%N/A0.003%
7/17/2024 Atticus Wealth Management LLC5,156$656K0.2%-42.7%0.003%
7/17/2024 Westside Investment Management Inc.32,672$4.16M1.0%+4.9%0.021%
7/17/2024 Shulman DeMeo Asset Management LLC46,580$5.92M1.5%-0.9%0.029%
7/17/2024 J.Safra Asset Management Corp337,694$42.95M4.3%+1.6%0.213%
7/17/2024 High Net Worth Advisory Group LLC9,104$1.16M0.3%-3.1%0.006%
7/17/2024LifeSteps Financial Inc.28,599$3.64M3.0%-15.3%0.018%
7/17/2024 AdvisorNet Financial Inc1,495$190K0.0%-35.3%0.001%
7/16/2024 Cornerstone Wealth Management LLC54,825$6.97M0.5%+0.8%0.035%
7/16/2024 Envestnet Portfolio Solutions Inc.41,085$5.23M0.0%-8.5%0.026%
7/16/2024 Cascade Investment Group Inc.2,319$295K0.2%-6.1%0.001%
7/16/2024 GPS Wealth Strategies Group LLC1,576$200K0.0%+221.6%0.001%
7/16/2024 ORG Partners LLC5,034$634K0.1%N/A0.003%
7/16/2024 Jackson Grant Investment Advisers Inc.179,231$22.80M9.2%+2.1%0.113%
7/16/2024 Ferguson Wellman Capital Management Inc.19,505$2.48M0.1%+0.8%0.012%
7/16/2024 Great Valley Advisor Group Inc.9,465$1.20M0.0%+0.8%0.006%
7/16/2024 Wealth Enhancement Advisory Services LLC363,430$46.22M0.1%+114.9%0.230%
7/16/2024 AA Financial Advisors LLC23,834$3.03M1.1%+7.4%0.015%
7/16/2024 Smith & Howard Wealth Management LLC3,151$401K0.1%+10.5%0.002%
7/16/2024 Diversified Trust Co9,174$1.17M0.0%-12.2%0.006%
7/16/2024 Agate Pass Investment Management LLC8,820$1.12M0.6%-1.4%0.006%
7/16/2024 Wedmont Private Capital4,018$524K0.0%+5.9%0.003%
7/16/2024 Sequoia Financial Advisors LLC13,516$1.72M0.0%+1.1%0.009%
7/16/2024 Alpha Cubed Investments LLC45,937$5.84M0.3%-3.1%0.029%
7/16/2024 Walter & Keenan Wealth Management LLC IN ADV2,273$289K0.1%+6.8%0.001%
7/15/2024Dynamic Advisor Solutions LLC31,036$3.95M0.1%-56.0%0.020%
7/15/2024 Transform Wealth LLC9,447$1.20M0.1%-1.5%0.006%
7/15/2024 Fifth Third Securities Inc.12,567$1.60M0.1%+7.9%0.008%
7/15/2024 Newman Dignan & Sheerar Inc.20,489$2.61M0.7%-3.2%0.013%
7/15/2024 Ironwood Wealth Management Inc.84,226$10.88M5.5%+1.4%0.053%
7/15/2024New Hampshire Trust2,896$368K0.1%-3.4%0.002%
7/15/2024 Coastline Trust Co10,337$1.32M0.2%-16.0%0.007%
7/15/2024 SMI Advisory Services LLC69,300$8.75M2.2%+221.9%0.044%
7/13/2024 Kraematon Investment Advisors Inc.1,656$211K0.2%-5.3%0.001%
7/13/2024 Mechanics Bank Trust Department29,107$3.70M0.5%-1.1%0.018%
7/12/2024 Thrive Wealth Management LLC2,388$304K0.1%+36.8%0.002%
7/12/2024 Williams & Novak LLC1,833$233K0.2%N/A0.001%
7/12/2024 Hyperion Partners LLC175,689$22.34M15.9%+4.2%0.111%
7/12/2024 Baugh & Associates LLC3,030$420K0.2%-11.5%0.002%
7/12/2024 Country Trust Bank390$50K0.0%N/A0.000%
7/12/2024 Diversify Advisory Services LLC4,910$620K0.0%+35.3%0.003%
7/12/2024 Atlas Private Wealth Advisors5,002$636K0.1%+30.5%0.003%
7/12/2024 True Link Financial Advisors LLC2,215$282K0.0%N/A0.001%
7/12/2024 Opal Wealth Advisors LLC268$34K0.0%N/A0.000%
625,000% Gain (Ad)

Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetched, but results like this are within reach with the right knowledge and timing in the altcoin market. Plus, you’ll get $10 in real Bitcoin when you stay to the end of the call and take a short quiz.

>> Dive into the Workshop Here
7/12/2024 Central Valley Advisors LLC618$79K0.0%-84.8%0.000%
7/12/2024 Kwmg LLC5,036$640K0.1%-12.0%0.003%
7/12/2024 First National Corp MA ADV62,668$7.97M1.9%-11.9%0.040%
7/12/2024 Capital Investment Advisors LLC551,587$70.15M1.6%-2.2%0.349%
7/12/2024 CRA Financial Services LLC114,615$14.58M2.9%-1.8%0.072%
7/12/2024 DHJJ Financial Advisors Ltd.3,655$465K0.2%-4.9%0.002%
7/11/2024 U.S. Capital Wealth Advisors LLC2,947$375K0.0%+3.9%0.002%
7/11/2024 Cadent Capital Advisors LLC26,262$3.34M1.3%-0.5%0.017%
7/11/2024 Canandaigua National Bank & Trust Co.30,424$3.87M0.4%N/A0.019%
7/11/2024 Ellenbecker Investment Group15,933$2.03M0.4%-0.7%0.010%
(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, 1,165 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 ($604.57M), LPL Financial LLC ($369.12M), Ameriprise Financial Inc. ($349.77M), Joel Isaacson & Co. LLC ($313.31M), Royal Bank of Canada ($304.18M), and Raymond James & Associates ($286.98M).Learn more on SDY's institutional investors.

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

Of the 980 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: First Republic Investment Management Inc. ($2.05M), Houlihan Financial Resource Group Ltd. ($1.19M), International Assets Investment Management LLC ($1.13M), Assetmark Inc. ($1.01M), Pathstone Family Office LLC ($783.93K), Richard Bernstein Advisors LLC ($758.78K), and Pathstone Holdings LLC ($758.74K).

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

Institutional investors have bought a total of 25,967,274 shares in the last 24 months. This purchase volume represents approximately $3.15B in transactions.

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

Of the 750 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. ($1.83M), Houlihan Financial Resource Group Ltd. ($1.15M), Assetmark Inc. ($1.01M), Envestnet Asset Management Inc. ($807.94K), Ameriprise Financial Inc. ($663.55K), Raymond James Financial Services Advisors Inc. ($601.56K), and Money Concepts Capital Corp ($580.92K).

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

Institutional investors have sold a total of 17,180,725 shares in the last 24 months. This volume of shares sold represents approximately $2.10B in transactions.

This page (NYSEARCA:SDY) was last updated on 7/24/2024 by Staff

From Our Partners