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SPDR S&P Dividend ETF (SDY) Institutional Ownership

SPDR S&P Dividend ETF logo
$141.34 +0.31 (+0.22%)
Closing price 08/29/2025 04:10 PM Eastern
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$141.34 0.00 (0.00%)
As of 08/29/2025 06:08 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.
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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)
647
Total
Institutional Inflows
(last 12 months)
$2.60B
Number of
Institutional Sellers
(last 12 months)
627
Total
Institutional Outflows
(last 12 months)
$865.51M
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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
8/29/2025Evolution Wealth Management Inc.404$55K0.1%N/A0.000%
8/29/2025Total Investment Management Inc.320$43K0.0%N/A0.000%
8/29/2025Centaurus Financial Inc.4,040$548K0.0%-16.0%0.003%
8/27/2025 Orion Porfolio Solutions LLC205,196$27.85M0.2%-0.2%0.140%
8/26/2025 Thrivent Financial for Lutherans11,436$1.55M0.0%+12.9%0.008%
8/22/2025 TT Capital Management LLC5,270$703K0.2%N/A0.004%
8/19/2025 B. Riley Wealth Advisors Inc.9,021$1.22M0.1%N/A0.006%
8/19/2025 Advisory Services Network LLC21,793$2.99M0.0%+5.6%0.015%
8/18/2025 N.E.W. Advisory Services LLC6,001$815K0.1%-42.1%0.004%
8/18/2025 Geneos Wealth Management Inc.9,344$1.27M0.0%+20.1%0.006%
8/16/2025 Evergreen Capital Management LLC14,836$2.01M0.1%+1.4%0.010%
8/15/2025 Tower Research Capital LLC TRC 7,824$1.06M0.0%+7,012.7%0.005%
8/15/2025 Sugar Maple Asset Management LLC21,272$2.89M2.3%-22.8%0.015%
8/15/2025 Corient Private Wealth LLC163,284$22.16M0.0%+82.9%0.112%
8/15/2025 Equitable Holdings Inc.116,784$15.85M0.1%+8.0%0.080%
8/15/2025 Northeast Financial Consultants Inc6,838$928K0.0%-26.4%0.005%
8/15/2025 Captrust Financial Advisors141,762$19.24M0.0%+0.1%0.097%
8/15/2025 Keel Point LLC3,423$465K0.0%N/A0.002%
8/15/2025 Cooksen Wealth LLC11,382$1.55M1.2%-2.1%0.008%
8/15/2025 WFA of San Diego LLC3,252$441K0.3%N/A0.002%
8/15/2025 Visionary Wealth Advisors18,034$2.45M0.1%+30.8%0.012%
8/15/2025 Two Sigma Securities LLC2,465$335K0.0%+20.7%0.002%
8/15/2025 Snowden Capital Advisors LLC21,934$2.98M0.1%+3.4%0.015%
8/15/2025 Orion Porfolio Solutions LLC349,460$47.43M0.3%+70.0%0.239%
8/15/2025 MML Investors Services LLC416,482$56.53M0.2%+2.1%0.285%
8/15/2025 Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.61,066$8.29M1.4%-38.7%0.042%
8/15/2025 Houlihan Financial Resource Group Ltd.40,117$5.47M2.3%-1.3%0.027%
8/15/2025 IHT Wealth Management LLC80,376$10.91M0.3%+8.6%0.055%
8/15/2025 Great Valley Advisor Group Inc.12,407$1.68M0.0%-3.9%0.008%
8/15/2025 Garden State Investment Advisory Services LLC4,154$564K0.1%-12.7%0.003%
8/15/2025 EP Wealth Advisors LLC37,901$5.14M0.0%+0.8%0.026%
8/15/2025 Curi Capital LLC5,777$784K0.0%+90.8%0.004%
8/15/2025 Benjamin Edwards Inc.187,705$25.48M0.3%+851.4%0.128%
8/15/2025 BNP Paribas Financial Markets101,489$13.78M0.0%+7,180.4%0.069%
8/15/2025 Bank of America Corp DE7,404,602$1.01B0.1%-1.8%5.060%
8/15/2025 Ameriprise Financial Inc.1,604,371$217.47M0.1%-3.6%1.096%
8/14/2025 Connecticut Wealth Management LLC36,336$4.93M0.2%-6.8%0.025%
8/14/2025 MGB Wealth Management LLC693$94K0.0%+55.7%0.000%
8/14/2025 Ausdal Financial Partners Inc.6,862$931K0.1%-1.1%0.005%
8/14/2025 Raymond James Financial Inc.3,133,413$425.30M0.1%+4.0%2.141%
When the levee breaks (Ad)

The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was projected. According to Porter Stansberry, this is panic-level borrowing… and a clear sign we’re nearing America’s financial breaking point. In his latest emergency briefing, Porter outlines why the cracks in our system are widening fast—and how Trump’s policies may be accelerating the collapse. More importantly, he reveals three moves you can make now to protect and potentially grow your wealth before the levee breaks.tc pixel

Click here to watch the urgent broadcast and get ahead of what’s coming.
8/14/2025 Peak Asset Management LLC14,962$2.03M0.4%+0.6%0.010%
8/14/2025 Kitching Partners LLC74,269$10.08M10.3%+3.4%0.051%
8/14/2025 Peapack Gladstone Financial Corp58,519$7.94M0.1%-1.8%0.040%
8/14/2025 Ieq Capital LLC52,633$7.14M0.0%-45.8%0.036%
8/14/2025 Main Street Financial Solutions LLC2,612$355K0.0%-3.8%0.002%
8/14/2025 NewEdge Advisors LLC65,223$8.85M0.0%+3.5%0.045%
8/14/2025 BCS Private Wealth Management Inc.7,290$989K0.4%N/A0.005%
8/14/2025 Gerber Kawasaki Wealth & Investment Management4,727$642K0.0%-5.1%0.003%
8/14/2025 SVB Wealth LLC11,518$1.56M0.1%-34.0%0.008%
8/14/2025 Navis Wealth Advisors LLC5,537$752K0.6%-15.3%0.004%
8/14/2025 Cary Street Partners Financial LLC10,867$1.48M0.0%-23.2%0.007%
8/14/2025 Cerity Partners LLC76,233$10.35M0.0%-7.5%0.052%
8/13/2025 Per Stirling Capital Management LLC.1,663$226K0.0%-36.3%0.001%
8/13/2025 StoneX Group Inc.4,667$633K0.0%-28.0%0.003%
8/13/2025 Capula Management Ltd15,896$2.16M0.0%N/A0.011%
8/13/2025 Flow Traders U.S. LLC24,327$3.30M0.1%-3.1%0.017%
8/13/2025 Cresset Asset Management LLC50,281$6.83M0.0%-6.3%0.034%
8/13/2025 Strategic Family Wealth Counselors L.L.C.61,592$8.36M2.4%+4.1%0.042%
8/13/2025 Gateway Wealth Partners LLC1,567$213K0.0%N/A0.001%
8/13/2025 Brown Advisory Inc.64,050$8.69M0.0%-2.0%0.044%
8/13/2025 Veltria Advisors Corp.2,042$277K0.2%N/A0.001%
8/13/2025 Baird Financial Group Inc.202,773$27.52M0.0%-3.6%0.139%
8/13/2025 First Trust Advisors LP32,141$4.36M0.0%+30.4%0.022%
8/13/2025 Raab & Moskowitz Asset Management LLC7,883$1.07M0.3%-1.4%0.005%
8/13/2025 Kilter Group LLC350$48K0.0%N/A0.000%
8/13/2025 EverSource Wealth Advisors LLC12,439$1.69M0.1%-2.7%0.008%
8/13/2025 1832 Asset Management L.P.26,498$3.60M0.0%-14.6%0.018%
8/13/2025 CW Advisors LLC28,516$3.87M0.0%-5.3%0.019%
8/13/2025 Beacon Pointe Advisors LLC33,723$4.58M0.0%+0.4%0.023%
8/13/2025 Wellspring Financial Advisors LLC60,366$8.19M0.1%-9.7%0.041%
8/13/2025 M&T Bank Corp60,434$8.20M0.0%+0.2%0.041%
8/13/2025 Van Hulzen Asset Management LLC1,973$268K0.0%+23.1%0.001%
8/13/2025 Boston Family Office LLC2,361$320K0.0%-13.9%0.002%
8/13/2025 Smith Moore & CO.9,134$1.24M0.1%-5.9%0.006%
8/13/2025 Greenwich Wealth Management LLC2,521$342K0.0%+7.5%0.002%
8/13/2025 Lido Advisors LLC38,289$5.20M0.0%+12.9%0.026%
8/13/2025 Stablepoint Partners LLC16,169$2.20M0.4%+0.8%0.011%
8/13/2025 Denver Wealth Management Inc.25,239$3.43M1.4%-3.5%0.017%
8/13/2025 Scotia Capital Inc.159,493$21.65M0.1%-32.2%0.109%
8/13/2025 Level Four Advisory Services LLC7,904$1.07M0.0%-11.6%0.005%
8/13/2025 Northwestern Mutual Wealth Management Co.96,993$13.17M0.0%+4.7%0.066%
8/13/2025 Sumitomo Mitsui Financial Group Inc.38,836$5.27M0.1%+105.3%0.027%
8/13/2025 Baltimore Washington Financial Advisors Inc.163,402$22.18M1.0%+0.5%0.112%
8/13/2025 Choreo LLC18,535$2.52M0.0%-4.9%0.013%
8/13/2025 Russell Investments Group Ltd.1,064$144K0.0%-39.0%0.001%
8/12/2025 Blueprint Financial Advisors LLC23,762$3.23M1.0%N/A0.016%
8/12/2025 J.W. Cole Advisors Inc.63,226$8.58M0.2%+116.9%0.043%
8/12/2025 SlateStone Wealth LLC9,320$1.27M0.1%-7.6%0.006%
8/12/2025 Associated Banc Corp107,361$14.57M0.4%-0.6%0.073%
8/12/2025 Financial Advocates Investment Management6,472$878K0.1%-91.5%0.004%
When the levee breaks (Ad)

The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was projected. According to Porter Stansberry, this is panic-level borrowing… and a clear sign we’re nearing America’s financial breaking point. In his latest emergency briefing, Porter outlines why the cracks in our system are widening fast—and how Trump’s policies may be accelerating the collapse. More importantly, he reveals three moves you can make now to protect and potentially grow your wealth before the levee breaks.tc pixel

Click here to watch the urgent broadcast and get ahead of what’s coming.
8/12/2025 Laurel Wealth Advisors LLC25,653$3.48M0.0%+13,473.0%0.018%
8/12/2025 RiverFront Investment Group LLC2,267$308K0.0%+9.7%0.002%
8/12/2025 Steward Partners Investment Advisory LLC200,793$27.25M0.2%+19.6%0.137%
8/12/2025 Atalanta Sosnoff Capital LLC2,338$317K0.0%-7.7%0.002%
8/12/2025 CreativeOne Wealth LLC6,912$938K0.0%+15.6%0.005%
8/12/2025 Ameritas Investment Partners Inc.20,677$2.81M0.1%-2.4%0.014%
8/12/2025 Global Retirement Partners LLC34,306$4.66M0.1%N/A0.023%
8/12/2025 Intellus Advisors LLC4,953$672K0.1%-11.5%0.003%
8/12/2025 Coldstream Capital Management Inc.98,661$13.39M0.2%+2,198.7%0.067%
8/12/2025 Pettyjohn Wood & White Inc.35,089$4.76M0.9%-0.5%0.024%
(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, 1,231 institutional investors and hedge funds held shares of SPDR S&P Dividend ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.01B), Morgan Stanley ($604.57M), Raymond James Financial Inc. ($425.30M), LPL Financial LLC ($374.75M), Joel Isaacson & Co. LLC ($359.00M), 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 921 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. ($7.96M), Raymond James Financial Inc. ($3.13M), International Assets Investment Management LLC ($2.29M), Pathstone Family Office LLC ($783.83K), Pathstone Holdings LLC ($758.74K), Assetmark Inc. ($679.70K), and Capital Investment Advisors LLC ($590.92K).

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

Institutional investors have bought a total of 19,245,625 shares in the last 24 months. This purchase volume represents approximately $2.60B in transactions.

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

Of the 627 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. ($440.67K), Janney Montgomery Scott LLC ($433.23K), LPL Financial LLC ($237.50K), Jones Financial Companies Lllp ($216.97K), Independent Advisor Alliance ($174.68K), and Private Advisor Group LLC ($137.55K).

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

Institutional investors have sold a total of 6,395,578 shares in the last 24 months. This volume of shares sold represents approximately $865.51M in transactions.


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This page (NYSEARCA:SDY) was last updated on 8/30/2025 by MarketBeat.com Staff
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