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SPDR S&P Dividend ETF (SDY) Institutional Ownership

SPDR S&P Dividend ETF logo
$133.77 +0.62 (+0.47%)
As of 01/17/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR S&P Dividend ETF (NYSEARCA:SDY)

Number of
Institutional Buyers
(last 12 months)
523
Total
Institutional Inflows
(last 12 months)
$1.00B
Number of
Institutional Sellers
(last 12 months)
564
Total
Institutional Outflows
(last 12 months)
$893.04M
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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
1/17/2025New Century Financial Group LLC6,190$816K0.3%-7.5%0.004%
1/17/2025Secure Asset Management LLC3,246$429K0.1%+4.0%0.002%
1/17/2025Private Wealth Group LLC49,455$6.53M3.2%+2.7%0.031%
1/17/2025Market Street Wealth Management Advisors LLC4,848$640K0.1%-21.2%0.003%
1/17/2025Avior Wealth Management LLC3,865$511K0.0%+27.4%0.002%
1/17/2025SMI Advisory Services LLC73,225$9.51M2.2%+50.1%0.046%
1/17/2025Janney Montgomery Scott LLC1,057,319$139.67M0.4%-0.2%0.668%
1/17/2025Paragon Financial Partners Inc.3,807$503K0.4%-23.1%0.002%
1/17/2025Marino Stram & Associates LLC272,026$35.94M8.0%+1.3%0.172%
1/17/2025Westside Investment Management Inc.32,533$4.30M0.9%-1.7%0.021%
1/17/2025Janney Capital Management LLC32,257$4.26M0.3%+1,155.6%0.020%
1/17/2025Daymark Wealth Partners LLC10,844$1.43M0.0%-16.4%0.007%
1/17/2025Albion Financial Group UT2,715$359K0.0%-17.1%0.002%
1/17/2025Global Trust Asset Management LLC4,867$643K0.2%-3.1%0.003%
1/17/2025Missouri Trust & Investment Co4,397$581K0.2%+14.2%0.003%
1/17/2025Dakota Wealth Management9,476$1.25M0.0%-7.1%0.006%
1/17/2025Genesis Private Wealth LLC4,457$589K0.3%N/A0.003%
1/17/2025Simon Quick Advisors LLC28,737$3.80M0.2%-3.2%0.018%
1/17/2025Beaumont Financial Advisors LLC5,108$675K0.1%-1.7%0.003%
1/17/2025Perfromance Wealth Partners LLC3,862$510K0.0%-5.1%0.002%
1/17/2025Atomi Financial Group Inc.4,249$561K0.0%+4.9%0.003%
1/17/2025Transform Wealth LLC7,559$999K0.1%-14.3%0.005%
1/17/2025Alpha Cubed Investments LLC9,531$1.26M0.1%-20.7%0.006%
1/16/2025Charles Schwab Trust Co19,020$2.51M0.2%+33.6%0.012%
1/16/2025Sugar Maple Asset Management LLC27,522$3.64M2.8%-1.9%0.017%
1/16/2025Pure Financial Advisors LLC3,666$484K0.0%+46.1%0.002%
1/16/2025Union Savings Bank15,067$1.99M1.0%-1.9%0.010%
1/16/2025Cove Private Wealth LLC7,138$943K0.6%N/A0.005%
1/16/2025Mitchell Mcleod Pugh & Williams Inc.7,678$1.01M0.2%+5.5%0.005%
1/16/2025Zhang Financial LLC16,762$2.21M0.1%N/A0.011%
1/16/2025MassMutual Private Wealth & Trust FSB1,451$192K0.0%+23.6%0.001%
1/16/2025Baugh & Associates LLC2,435$313K0.2%-13.0%0.002%
1/16/2025Financial Freedom LLC803$106K0.1%-42.0%0.001%
1/16/2025Mechanics Bank Trust Department27,202$3.59M0.5%-3.2%0.017%
1/16/2025Diversify Advisory Services LLC3,486$449K0.0%-28.7%0.002%
1/16/2025Smart Money Group LLC12,547$1.66M0.6%+0.7%0.008%
1/16/2025City Holding Co.1,742$230K0.0%-8.0%0.001%
1/16/2025Kaydan Wealth Management Inc.5,055$668K0.2%+2.0%0.003%
1/16/2025TL Private Wealth40,602$5.35M2.4%-3.5%0.026%
1/16/2025Delta Capital Management LLC2,650$350K0.1%N/A0.002%
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1/16/2025My Legacy Advisors LLC4,064$536K0.2%-6.1%0.003%
1/16/2025Liberty One Investment Management LLC18,249$2.41M0.3%+1.8%0.012%
1/15/2025 Meridian Financial LLC23,997$3.17M2.2%+1.2%0.015%
1/15/2025 Sandy Cove Advisors LLC6,468$854K0.3%-3.1%0.004%
1/15/2025 Astoria Portfolio Advisors LLC.4,972$652K0.2%+196.8%0.003%
1/15/2025 Ameritas Advisory Services LLC47,654$6.30M0.2%+1.7%0.030%
1/15/2025 HB Wealth Management LLC87,786$11.60M0.1%-3.0%0.055%
1/15/2025 Hubbell Strickland Wealth Management LLC109,416$14.45M6.9%-0.9%0.069%
1/15/2025 Trust Co. of Vermont11,239$1.49M0.1%+3.9%0.007%
1/15/2025 Premier Path Wealth Partners LLC2,517$332K0.1%+77.3%0.002%
1/15/2025 Sanibel Captiva Trust Company Inc.11,926$1.58M0.1%+8.3%0.008%
1/15/2025 Arkadios Wealth Advisors17,055$2.25M0.1%-2.7%0.011%
1/15/2025 Merit Financial Group LLC18,566$2.45M0.0%+15.6%0.012%
1/15/2025 Householder Group Estate & Retirement Specialist LLC835$110K0.1%-78.7%0.001%
1/15/2025 Sard Wealth Management Group LLC88,985$11.76M7.9%-1.1%0.056%
1/15/2025 Shulman DeMeo Asset Management LLC44,258$5.85M1.6%-4.8%0.028%
1/15/2025 Cypress Wealth Services LLC1,850$244K0.0%N/A0.001%
1/15/2025 Ritholtz Wealth Management5,718$755K0.0%+9.7%0.004%
1/15/2025 Carnegie Investment Counsel21,586$2.85M0.1%+0.9%0.014%
1/14/2025 MPS Loria Financial Planners LLC10,165$1.34M0.4%-1.5%0.006%
1/14/2025 Argent Capital Management LLC110,852$14.64M0.4%N/A0.070%
1/14/2025 RMR Wealth Builders6,862$907K0.1%+162.0%0.004%
1/14/2025 Roble Belko & Company Inc18,984$2.51M0.4%-0.5%0.012%
1/14/2025 Armstrong Advisory Group Inc.7,480$988K0.1%-4.3%0.005%
1/14/2025 Founders Grove Wealth Partners LLC35,033$4.63M1.3%N/A0.022%
1/14/2025 Acropolis Investment Management LLC3,322$439K0.0%-11.3%0.002%
1/14/2025 Park Avenue Securities LLC8,009$1.06M0.0%+2.9%0.005%
1/14/2025 Fifth Third Wealth Advisors LLC56,402$7.45M0.4%+1.4%0.036%
1/14/2025 Pines Wealth Management LLC15,639$2.01M0.9%N/A0.010%
1/14/2025 Ignite Planners LLC2,445$322K0.1%N/A0.002%
1/14/2025 McNaughton Wealth Management LLC11,697$1.55M0.7%-1.8%0.007%
1/14/2025 Graves Light Lenhart Wealth Inc.192,403$25.42M3.2%-0.8%0.122%
1/13/2025 Johnson & White Wealth Management LLC39,555$5.19M3.1%-10.0%0.025%
1/13/2025 Ellenbecker Investment Group14,663$1.94M0.3%-2.3%0.009%
1/13/2025 AdvisorNet Financial Inc1,244$164K0.0%-5.9%0.001%
1/13/2025 Sentinel Pension Advisors Inc.4,409$582K0.1%-48.1%0.003%
1/13/2025 Pallas Capital Advisors LLC8,722$1.15M0.0%-2.7%0.006%
1/13/2025 Miracle Mile Advisors LLC59,538$7.87M0.2%-2.0%0.038%
1/13/2025 Ehrlich Financial Group4,955$655K0.5%+9.0%0.003%
1/13/2025 Burns J W & Co. Inc. NY5,530$731K0.1%-1.9%0.003%
1/13/2025 Kwmg LLC4,860$642K0.1%-3.3%0.003%
1/13/2025 PPS&V Asset Management Consultants Inc.8,573$1.13M0.8%+3.6%0.005%
1/13/2025 Harbour Capital Advisors LLC17,638$2.33M0.5%-0.7%0.011%
1/13/2025 Cadent Capital Advisors LLC26,296$3.47M1.2%+0.5%0.017%
1/13/2025 Wedmont Private Capital4,378$564K0.0%+4.8%0.003%
1/13/2025 Thomasville National Bank17,758$2.35M0.2%-3.8%0.011%
1/13/2025 Capital Investment Advisors LLC529,243$69.91M1.4%-2.0%0.335%
1/13/2025 Fiduciary Alliance LLC1,691$223K0.0%-5.7%0.001%
1/10/2025 Graypoint LLC22,846$3.02M0.2%-4.3%0.014%
1/10/2025 RMR Wealth Builders6,862$907K0.1%+162.0%0.004%
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1/10/2025 Heartwood Wealth Advisors LLC2,859$378K0.0%-5.0%0.002%
1/10/2025 ST Germain D J Co. Inc.287$38K0.0%N/A0.000%
1/10/2025 Wealth Enhancement Advisory Services LLC363,225$51.59M0.1%-0.1%0.230%
1/8/2025 Fulton Bank N.A.3,919$542K0.0%+82.3%0.002%
1/8/2025 International Assets Investment Management LLC10,303$1.35M0.1%-99.1%0.007%
1/8/2025 Weaver Consulting Group8,283$1.09M0.3%+1.6%0.005%
1/7/2025 Regent Peak Wealth Advisors LLC105,005$13.87M3.1%+19.0%0.066%
1/6/2025 Canandaigua National Bank & Trust Co.28,857$3.81M0.4%+5.0%0.018%
12/26/2024JPMorgan Chase & Co.1,036,050$147.16M0.0%+13.5%0.655%
12/13/2024B. Riley Wealth Advisors Inc.16,186$2.29M0.1%-25.9%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, 1,162 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 ($398.10M), Ameriprise Financial Inc. ($349.77M), Joel Isaacson & Co. LLC ($349.70M), Raymond James & Associates ($315.61M), and Royal Bank of Canada ($304.18M).Learn more on SDY's institutional investors.

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

Of the 926 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: International Assets Investment Management LLC ($2.30M), First Republic Investment Management Inc. ($1.21M), Houlihan Financial Resource Group Ltd. ($1.14M), Pathstone Family Office LLC ($783.83K), Pathstone Holdings LLC ($758.74K), Orion Portfolio Solutions LLC ($694.20K), and Capital Investment Advisors LLC ($595.51K).

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

Institutional investors have bought a total of 21,195,706 shares in the last 24 months. This purchase volume represents approximately $2.66B in transactions.

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

Of the 779 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), International Assets Investment Management LLC ($1.18M), Houlihan Financial Resource Group Ltd. ($1.15M), Assetmark Inc. ($1.01M), Envestnet Asset Management Inc. ($730.90K), Ameriprise Financial Inc. ($663.55K), and Raymond James Financial Services Advisors Inc. ($601.56K).

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

Institutional investors have sold a total of 18,455,229 shares in the last 24 months. This volume of shares sold represents approximately $2.29B in transactions.


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This page (NYSEARCA:SDY) was last updated on 1/18/2025 by MarketBeat.com Staff
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