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SPDR S&P Dividend ETF (SDY) Institutional Ownership

SPDR S&P Dividend ETF logo
$138.80 +0.18 (+0.13%)
Closing price 08/8/2025 04:10 PM Eastern
Extended Trading
$138.92 +0.12 (+0.08%)
As of 08/8/2025 07:10 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)
630
Total
Institutional Inflows
(last 12 months)
$1.49B
Number of
Institutional Sellers
(last 12 months)
609
Total
Institutional Outflows
(last 12 months)
$822.28M
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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
8/8/2025Firestone Capital Management32,909$4.47M1.1%-5.8%0.022%
8/8/2025Rockefeller Capital Management L.P.231,045$32.69M0.1%+1.6%0.158%
8/8/2025Citizens Financial Group Inc. RI41,091$5.58M0.1%+24.2%0.028%
8/8/2025Avantax Advisory Services Inc.100,578$13.65M0.1%-0.8%0.069%
8/8/2025ProVise Management Group LLC29,462$4.00M0.3%-11.9%0.020%
8/8/2025Union Savings Bank14,030$1.92M0.9%-4.2%0.010%
8/8/2025Thoroughbred Financial Services LLC6,663$904K0.1%-19.9%0.005%
8/8/2025Cetera Investment Advisers699,649$94.96M0.2%+0.6%0.477%
8/8/2025Flaharty Asset Management LLC202,325$27.46M5.7%+2.7%0.138%
8/8/2025Creative Planning492,188$66.81M0.1%+6.0%0.336%
8/8/2025Meridian Wealth Management LLC5,240$711K0.0%-6.4%0.004%
8/8/2025Empower Advisory Group LLC2,342$318K0.0%+12.2%0.002%
8/8/2025Foundations Investment Advisors LLC1,607$218K0.0%-16.0%0.001%
8/8/2025Intrua Financial LLC6,752$916K0.1%+2.5%0.005%
8/8/2025Good Life Advisors LLC5,440$738K0.0%-2.2%0.004%
8/8/2025Smithfield Trust Co44,769$6.08M0.3%-6.7%0.031%
8/8/2025Accredited Investors Inc.5,390$732K0.0%+10.0%0.004%
8/8/2025PNC Financial Services Group Inc.574,419$77.97M0.1%+35.0%0.392%
8/8/2025SBI Securities Co. Ltd.2,610$354K0.0%-3.7%0.002%
8/8/2025VeraBank N.A.9,900$1.34M0.3%N/A0.007%
8/7/2025 Avalon Capital Management40,667$5.52M1.5%+0.2%0.028%
8/7/2025 Cascade Financial Partners LLC5,402$733K0.1%-1.5%0.004%
8/7/2025 Fagan Associates Inc.2,066$280K0.0%-7.4%0.001%
8/7/2025 CENTRAL TRUST Co38,606$5.24M0.1%-3.3%0.026%
8/7/2025 Nwam LLC36,317$5.01M0.4%+0.8%0.025%
8/7/2025 Montag A & Associates Inc.18,977$2.58M0.1%-6.2%0.013%
8/7/2025 Vise Technologies Inc.2,156$293K0.0%N/A0.001%
8/7/2025 Alpha Cubed Investments LLC9,863$1.34M0.1%+8.1%0.007%
8/7/2025 Allworth Financial LP27,993$3.80M0.0%+6.2%0.019%
8/7/2025 Addison Advisors LLC415$56K0.0%+62.7%0.000%
8/7/2025 Americana Partners LLC47,063$6.39M0.2%-0.4%0.032%
8/7/2025 BOK Financial Private Wealth Inc.7,080$961K0.1%-6.4%0.005%
8/7/2025 Fidelis Capital Partners LLC1,615$223K0.0%-5.4%0.001%
8/7/2025 Zions Bancorporation National Association UT732$99K0.0%+35.6%0.000%
8/7/2025 Midwest Trust Co112,866$15.32M0.2%N/A0.077%
8/7/2025 FDx Advisors Inc.26,899$3.65M1.1%-1.4%0.018%
8/7/2025 1ST Source Bank731,200$99.25M5.5%-0.9%0.499%
8/6/2025 Prospera Financial Services Inc21,218$2.89M0.1%-15.6%0.014%
8/6/2025 RWA Wealth Partners LLC7,644$1.04M0.0%-3.2%0.005%
8/6/2025 AGF Management Ltd.6,078$825K0.0%-1.6%0.004%
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8/6/2025Summit Investment Advisors Inc.21,183$2.87M2.4%-76.6%0.014%
8/6/2025 Garrison Point Advisors LLC5,629$764K0.4%+1.5%0.004%
8/6/2025 KCM Investment Advisors LLC93,759$12.73M0.4%-0.8%0.064%
8/6/2025 Capasso Planning Partners LLC1,953$265K0.1%-14.6%0.001%
8/6/2025 Wedbush Securities Inc.4,718$640K0.0%-5.6%0.003%
8/6/2025 Vestmark Advisory Solutions Inc.4,444$603K0.0%+55.9%0.003%
8/6/2025 Bryn Mawr Trust Advisors LLC1,548$210K0.0%N/A0.001%
8/6/2025 Savant Capital LLC84,459$11.46M0.1%-1.3%0.058%
8/6/2025 Forbes Financial Planning Inc.27,543$3.74M2.5%-27.9%0.019%
8/6/2025 Headland Capital LLC1,621$220K0.1%N/A0.001%
8/6/2025 Long Run Wealth Advisors LLC14,255$1.94M0.4%-1.4%0.010%
8/6/2025 Commonwealth Equity Services LLC1,039,685$141.12M0.2%-6.6%0.709%
8/6/2025 SouthState Corp5,654$767K0.0%-8.8%0.004%
8/6/2025 Horan Securities Inc.1,486$202K0.1%N/A0.001%
8/6/2025 Atlantic Union Bankshares Corp970$132K0.0%N/A0.001%
8/6/2025 O Dell Group LLC70,794$9.61M2.4%-2.0%0.048%
8/6/2025 First Horizon Advisors Inc.39,215$5.32M0.1%-1.0%0.027%
8/6/2025 Financial Alternatives Inc1,549$210K0.1%N/A0.001%
8/6/2025 Moors & Cabot Inc.7,298$990K0.0%+15.1%0.005%
8/6/2025 Simmons Bank61,306$8.32M0.6%-2.5%0.042%
8/5/2025 Integrity Wealth Solutions LLC2,588$351K0.2%-58.0%0.002%
8/5/2025 Tufton Capital Management11,183$1.52M0.3%-2.1%0.008%
8/5/2025 Prosperity Consulting Group LLC105,821$14.36M1.0%-3.8%0.072%
8/5/2025 Key Financial Inc4,029$547K0.1%-6.5%0.003%
8/5/2025 Bank of New York Mellon Corp990,007$134.37M0.0%-3.4%0.676%
8/5/2025 Freestone Capital Holdings LLC24,843$3.37M0.1%-3.5%0.017%
8/5/2025 Westside Investment Management Inc.35,175$4.77M0.9%+3.3%0.024%
8/5/2025 Bank of Montreal Can206,183$27.99M0.0%-2.1%0.141%
8/5/2025 EPG Wealth Management LLC2,012$273K0.1%-33.0%0.001%
8/5/2025 Redwood Wealth Management Group LLC13,385$1.82M0.8%-3.4%0.009%
8/5/2025 Mission Wealth Management LP57,035$7.74M0.2%-7.5%0.039%
8/5/2025 TIAA Trust National Association15,293$2.08M0.0%+7.0%0.010%
8/5/2025 GHP Investment Advisors Inc.3,694$501K0.0%+16.6%0.003%
8/4/2025 Roble Belko & Company Inc21,169$2.87M0.4%+11.4%0.014%
8/4/2025 Bridgewealth Advisory Group LLC1,725$234K0.1%N/A0.001%
8/4/2025 Integrity Alliance LLC.7,656$1.04M0.1%-25.6%0.005%
8/4/2025 Linscomb Wealth Inc.283,959$38.54M1.8%-0.9%0.194%
8/4/2025 AMG National Trust Bank7,720$1.05M0.0%-8.0%0.005%
8/4/2025 Kovack Advisors Inc.4,622$627K0.1%-2.5%0.003%
8/4/2025 IFG Advisory LLC11,935$1.62M0.1%-10.5%0.008%
8/4/2025 Pinnacle Associates Ltd.9,905$1.34M0.0%+15.9%0.007%
8/4/2025 Mesirow Financial Investment Management Inc.102,333$13.89M0.3%-1.7%0.070%
8/4/2025 Simon Quick Advisors LLC29,037$3.94M0.2%+2.2%0.020%
8/4/2025 Ledyard National Bank12,177$1.65M0.2%-3.1%0.008%
8/4/2025 One Day In July LLC5,078$689K0.1%-26.7%0.003%
8/4/2025 Prairie Wealth Advisors Inc.2,632$357K0.2%N/A0.002%
8/4/2025 Atria Investments Inc15,375$2.09M0.0%+18.3%0.010%
8/4/2025 Noesis Capital Mangement Corp5,203$706K0.1%-33.2%0.004%
8/4/2025 Assetmark Inc.237,779$32.27M0.1%-2.1%0.162%
8/4/2025 Keybank National Association OH9,680$1.31M0.0%-5.7%0.007%
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8/4/2025 Spire Wealth Management14,574$1.98M0.1%-2.4%0.010%
8/4/2025 Arkadios Wealth Advisors25,266$3.43M0.1%+24.9%0.017%
8/4/2025 World Investment Advisors80,808$10.97M0.2%-0.6%0.055%
8/4/2025 Flagship Harbor Advisors LLC40,107$5.44M0.3%-1.9%0.027%
8/4/2025 Daymark Wealth Partners LLC10,987$1.49M0.1%+0.8%0.007%
8/4/2025 Mayflower Financial Advisors LLC3,766$511K0.1%-3.8%0.003%
8/4/2025 Quaker Wealth Management LLC1,811$246K0.1%-200.0%0.001%
8/1/2025 Bank of Jackson Hole Trust8,457$1.15M0.7%+17.6%0.006%
8/1/2025 Winebrenner Capital Management LLC9,607$1.30M1.1%+1.5%0.007%
8/1/2025 Biltmore Family Office LLC550$75K0.0%+57.1%0.000%
(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, 1,230 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 ($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 925 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), Pathstone Family Office LLC ($783.83K), JPMorgan Chase & Co. ($775.48K), Pathstone Holdings LLC ($758.74K), Orion Portfolio Solutions LLC ($682.30K), and Assetmark Inc. ($679.70K).

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

Institutional investors have bought a total of 11,064,291 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 608 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 Truist Financial Corp ($154.05K).

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

Institutional investors have sold a total of 6,089,579 shares in the last 24 months. This volume of shares sold represents approximately $822.28M in transactions.


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This page (NYSEARCA:SDY) was last updated on 8/9/2025 by MarketBeat.com Staff
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