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SPDR S&P Dividend ETF (SDY) Institutional Ownership

SPDR S&P Dividend ETF logo
$136.54 -0.12 (-0.09%)
Closing price 04:10 PM Eastern
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$136.51 -0.03 (-0.02%)
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Institutional Ownership Changes (13F Filings) for SPDR S&P Dividend ETF (NYSEARCA:SDY)

Number of
Institutional Buyers
(last 12 months)
590
Total
Institutional Inflows
(last 12 months)
$1.53B
Number of
Institutional Sellers
(last 12 months)
554
Total
Institutional Outflows
(last 12 months)
$727.92M
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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
2/21/2025Ascent Group LLC5,887$778K0.1%N/A0.004%
2/20/2025 Drucker Wealth 3.0 LLC18,280$2.42M0.5%-4.0%0.012%
2/18/2025 Pacific Point Advisors LLC1,896$253K0.2%N/A0.001%
2/18/2025 Sunbelt Securities Inc.38,346$5.05M0.4%+276.7%0.024%
2/18/2025 Stonebridge Financial Planning Group LLC9,561$1.26M0.6%+1.7%0.006%
2/18/2025 Pettinga Financial Advisors LLC2,560$338K0.1%N/A0.002%
2/18/2025 Cornerstone Advisory LLC46,024$6.18M0.7%+2.9%0.029%
2/18/2025 Pinnacle Financial Group LLC IL3,505$463K0.2%+3.7%0.002%
2/18/2025 Novem Group30,444$4.02M0.6%N/A0.019%
2/18/2025 MidWestOne Financial Group Inc.4,770$630K0.1%-60.8%0.003%
2/18/2025 Focus Partners Advisor Solutions LLC9,196$1.22M0.0%+92.3%0.006%
2/18/2025 First Heartland Consultants Inc.3,167$418K0.0%-14.0%0.002%
2/18/2025 Glen Eagle Advisors LLC7,105$939K0.2%-4.9%0.004%
2/18/2025 Principal Street Partners LLC17,664$2.33M0.5%+1.3%0.011%
2/17/2025 Waverly Advisors LLC29,458$3.89M0.1%-1.3%0.019%
2/17/2025 Vident Advisory LLC4,560$602K0.0%N/A0.003%
2/17/2025 Visionary Wealth Advisors14,146$1.87M0.1%-25.8%0.009%
2/17/2025 TrinityPoint Wealth LLC2,160$285K0.0%-13.3%0.001%
2/17/2025 Second Line Capital LLC1,834$242K0.1%-20.5%0.001%
2/17/2025 Snowden Capital Advisors LLC21,887$2.89M0.1%+10.0%0.014%
2/17/2025 Royal Bank of Canada2,350,967$310.56M0.1%-2.8%1.486%
2/17/2025 Pathstone Holdings LLC759,648$100.35M0.4%-1.7%0.480%
2/17/2025 Nan Shan Life Insurance Co. Ltd.219,065$28.94M0.7%N/A0.138%
2/17/2025 NorthRock Partners LLC32,942$4.35M0.1%+207.0%0.021%
2/17/2025 Northeast Financial Consultants Inc9,237$1.22M0.1%-5.6%0.006%
2/17/2025 Laird Norton Wetherby Wealth Management LLC18,740$2.48M0.1%-2.5%0.012%
2/17/2025 Guardian Wealth Advisors LLC NC1,293$171K0.0%+1,075.5%0.001%
2/17/2025 Focus Partners Wealth114,139$15.31M0.0%+29.6%0.072%
2/17/2025 Full Sail Capital LLC1,827$241K0.0%N/A0.001%
2/17/2025 Fiduciary Trust Co17,094$2.26M0.0%+0.9%0.011%
2/17/2025 D. E. Shaw & Co. Inc.15,216$2.01M0.0%N/A0.010%
2/17/2025 Deutsche Bank AG33,398$4.41M0.0%-19.4%0.021%
2/17/2025 Eagle Global Advisors LLC2,736$361K0.0%-3.5%0.002%
2/17/2025 EPG Wealth Management LLC2,998$396K0.1%-6.3%0.002%
2/17/2025 EP Wealth Advisors LLC37,166$4.91M0.0%-3.0%0.023%
2/17/2025 CoreCap Advisors LLC1,243$164K0.0%-91.0%0.001%
2/17/2025 Cresset Asset Management LLC56,604$7.48M0.0%-22.6%0.036%
2/17/2025 Cambridge Investment Research Advisors Inc.235,982$31.17M0.1%-4.9%0.149%
2/17/2025 Cetera Investment Advisers691,890$91.40M0.2%+1.5%0.437%
2/17/2025 BOKF NA110,911$14.28M0.2%-3.9%0.070%
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2/17/2025 Captrust Financial Advisors139,834$18.47M0.1%+0.7%0.088%
2/17/2025 Cary Street Partners Financial LLC14,393$1.90M0.1%N/A0.009%
2/17/2025 Baird Financial Group Inc.212,610$28.09M0.1%-3.1%0.134%
2/17/2025 Beaumont Capital Management LLC22,185$2.93M2.3%N/A0.014%
2/17/2025 Bank of America Corp DE7,716,604$1.02B0.1%+0.3%4.878%
2/17/2025 Benjamin Edwards Inc.19,717$2.61M0.0%+3.0%0.012%
2/17/2025 Ameriprise Financial Inc.1,674,443$223.89M0.1%-1.6%1.058%
2/17/2025 Aptus Capital Advisors LLC11,094$1.47M0.0%+235.0%0.007%
2/17/2025 Asset Management Group Inc.24,870$3.29M0.6%-0.3%0.016%
2/17/2025 AlTi Global Inc.8,002$1.06M0.0%-90.1%0.005%
2/14/2025 Mercer Global Advisors Inc. ADV96,536$12.75M0.0%-6.8%0.061%
2/14/2025 FAS Wealth Partners Inc.4,044$534K0.0%-8.7%0.003%
2/14/2025 Peterson Wealth Management58,065$7.67M4.6%+9.0%0.037%
2/14/2025 Eagle Strategies LLC16,319$2.16M0.4%+3.0%0.010%
2/14/2025 Kitching Partners LLC64,336$8.50M10.9%+6.2%0.041%
2/14/2025 Comerica Bank132,918$17.56M0.1%-1.4%0.084%
2/14/2025 Firestone Capital Management35,840$4.73M1.2%-1.6%0.023%
2/14/2025 Lido Advisors LLC34,171$4.51M0.0%-17.4%0.022%
2/14/2025 Northern Trust Corp109,418$14.45M0.0%+1.3%0.069%
2/14/2025 Beacon Pointe Advisors LLC33,855$4.47M0.0%+1.3%0.021%
2/14/2025 Prosperity Consulting Group LLC114,715$15.15M1.1%-3.4%0.073%
2/14/2025 Coldstream Capital Management Inc.5,281$698K0.0%+7.9%0.003%
2/14/2025 Kovitz Investment Group Partners LLC20,244$2.67M0.0%-3.2%0.013%
2/14/2025 Topsail Wealth Management LLC1,000$132K0.0%N/A0.001%
2/14/2025 Coppell Advisory Solutions LLC709$93K0.0%+165.5%0.000%
2/14/2025 MGO One Seven LLC16,342$2.16M0.1%+3.7%0.010%
2/14/2025 Hsbc Holdings PLC3,500$462K0.0%-41.7%0.002%
2/14/2025 IHT Wealth Management LLC77,009$10.17M0.3%+0.9%0.049%
2/14/2025 Stifel Financial Corp247,413$32.68M0.0%+13.9%0.156%
2/14/2025 OneDigital Investment Advisors LLC14,230$1.88M0.0%-3.2%0.009%
2/14/2025 TD Waterhouse Canada Inc.30,892$4.08M0.0%+2.8%0.020%
2/14/2025 MML Investors Services LLC420,137$55.50M0.2%+1.6%0.266%
2/14/2025 First Trust Advisors LP36,413$4.81M0.0%+18.3%0.023%
2/14/2025 Broadleaf Partners LLC2,280$301K0.1%-11.6%0.001%
2/14/2025 Cadence Bank14,594$1.93M0.1%-5.0%0.009%
2/14/2025 Capital Group Private Client Services Inc.5,216$689K0.0%+38.9%0.003%
2/13/2025 GKV Capital Management Co. Inc.1,000$132K0.1%N/A0.001%
2/13/2025 MSH Capital Advisors LLC68,330$9.03M2.8%N/A0.043%
2/13/2025 Garden State Investment Advisory Services LLC5,192$686K0.2%-3.7%0.003%
2/13/2025 NewEdge Advisors LLC72,882$9.63M0.1%-0.8%0.046%
2/13/2025 Insigneo Advisory Services LLC2,470$326K0.0%+32.7%0.002%
2/13/2025 Evergreen Capital Management LLC14,536$1.92M0.1%+2.8%0.009%
2/13/2025 United Capital Financial Advisors LLC236,683$31.27M0.3%+0.5%0.150%
2/13/2025 Belpointe Asset Management LLC15,309$2.14M0.1%+0.6%0.010%
2/13/2025 Hanlon Investment Management Inc.4,230$559K0.2%N/A0.003%
2/13/2025 CreativeOne Wealth LLC6,395$845K0.0%-9.7%0.004%
2/13/2025 Mariner LLC200,243$26.45M0.0%+5.5%0.127%
2/13/2025 Reynders McVeigh Capital Management LLC5,145$680K0.0%+7.7%0.003%
2/13/2025 Carson Advisory Inc.2,347$310K0.2%-59.8%0.001%
2/13/2025 O ROURKE & COMPANY Inc3,239$428K0.2%-10.7%0.002%
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Here’s the full story for you.
2/13/2025 Synovus Financial Corp45,096$5.96M0.1%-49.7%0.029%
2/13/2025 Summit Investment Advisors Inc.90,650$11.98M10.7%+2.2%0.057%
2/13/2025 Sagespring Wealth Partners LLC38,752$5.12M0.1%N/A0.024%
2/13/2025 Townsquare Capital LLC28,791$3.80M0.0%-2.4%0.018%
2/13/2025 Rockefeller Capital Management L.P.175,519$23.19M0.1%+2.4%0.111%
2/13/2025 NFP Retirement Inc.23,281$3.08M0.2%-9.3%0.015%
2/13/2025 Glass Jacobson Investment Advisors llc194$26K0.0%N/A0.000%
2/13/2025 Redwood Park Advisors LLC2,372$313K0.2%N/A0.001%
2/13/2025 Colonial Trust Advisors219$29K0.0%N/A0.000%
2/13/2025 Scotia Capital Inc.239,506$31.64M0.2%-1.0%0.151%
(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, 1,212 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. ($397.66M), LPL Financial LLC ($378.03M), Joel Isaacson & Co. LLC ($332.45M), Raymond James & Associates ($315.61M), and Royal Bank of Canada ($310.56M).Learn more on SDY's institutional investors.

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

Of the 936 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: 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 22,467,548 shares in the last 24 months. This purchase volume represents approximately $2.87B in transactions.

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

Of the 788 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 ($1.17M), Houlihan Financial Resource Group Ltd. ($1.15M), Assetmark Inc. ($929.80K), Envestnet Asset Management Inc. ($791.82K), Ameriprise Financial Inc. ($691.46K), 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 18,063,083 shares in the last 24 months. This volume of shares sold represents approximately $2.25B in transactions.


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This page (NYSEARCA:SDY) was last updated on 2/21/2025 by MarketBeat.com Staff
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