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SPDR S&P Dividend ETF (SDY) Institutional Ownership

SPDR S&P Dividend ETF logo
$132.98 -3.47 (-2.54%)
(As of 12/18/2024 05:33 PM ET)
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Institutional Ownership Changes (13F Filings) for SPDR S&P Dividend ETF (NYSEARCA:SDY)

Number of
Institutional Buyers
(last 12 months)
515
Total
Institutional Inflows
(last 12 months)
$962.62M
Number of
Institutional Sellers
(last 12 months)
570
Total
Institutional Outflows
(last 12 months)
$761.19M
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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
12/13/2024 B. Riley Wealth Advisors Inc.16,186$2.29M0.1%-25.9%0.010%
12/10/2024 Garden State Investment Advisory Services LLC5,393$766K0.2%-9.2%0.003%
12/2/2024 Capasso Planning Partners LLC3,420$486K0.1%-25.0%0.002%
11/29/2024 American Trust36,059$5.12M0.4%-1.4%0.023%
11/27/2024 Franklin Resources Inc.57,428$8.19M0.0%+2.2%0.036%
11/26/2024 Peapack Gladstone Financial Corp62,505$8.88M0.1%-1.7%0.040%
11/25/2024 Synovus Financial Corp89,572$12.72M0.1%+88.6%0.057%
11/25/2024 Destination Wealth Management700,423$99.49M3.1%+0.3%0.443%
11/25/2024 World Investment Advisors LLC25,703$3.65M0.1%+418.3%0.016%
11/25/2024 Sanctuary Advisors LLC99,061$14.10M0.1%+25.7%0.063%
11/20/2024 Westside Investment Management Inc.33,107$4.70M1.0%+1.3%0.021%
11/19/2024 M&T Bank Corp55,010$7.81M0.0%+2.0%0.035%
11/18/2024 TD Private Client Wealth LLC128,339$18.23M0.5%-2.2%0.081%
11/18/2024 Arete Wealth Advisors LLC5,561$789K0.1%-15.3%0.004%
11/18/2024 Sunbelt Securities Inc.10,180$1.45M0.1%+4.3%0.006%
11/18/2024 Coldstream Capital Management Inc.4,894$695K0.0%-16.5%0.003%
11/15/2024 MidWestOne Financial Group Inc.12,175$1.73M0.2%-4.1%0.008%
11/15/2024 M&T Bank Corp55,010$7.81M0.0%+2.0%0.035%
11/15/2024 Executive Wealth Management LLC3,083$438K0.0%-14.9%0.002%
11/15/2024 Drucker Wealth 3.0 LLC19,041$2.71M0.6%+0.8%0.012%
11/15/2024 Raab & Moskowitz Asset Management LLC8,566$1.22M0.3%-3.6%0.005%
11/15/2024 MML Investors Services LLC413,630$58.75M0.2%-5.5%0.261%
11/15/2024 Headinvest LLC1,458$207K0.0%-13.0%0.001%
11/15/2024 Orion Portfolio Solutions LLC225,031$31.96M0.7%-11.6%0.142%
11/15/2024 National Bank of Canada FI98,591$14.00M0.0%-9.1%0.062%
11/15/2024 Glen Eagle Advisors LLC7,471$1.06M0.2%-2.5%0.005%
11/15/2024 EP Wealth Advisors LLC38,328$5.44M0.0%-0.4%0.024%
11/15/2024 Insigneo Advisory Services LLC1,861$264K0.0%-54.4%0.001%
11/15/2024 Kovitz Investment Group Partners LLC20,920$2.80M0.0%+281.2%0.013%
11/15/2024 Stifel Financial Corp217,159$30.85M0.0%+4.6%0.137%
11/15/2024 Retirement Investment Advisors Inc.17,044$2.42M0.3%-1.4%0.011%
11/15/2024 Mission Creek Capital Partners Inc.7,800$1.11M0.3%+76.6%0.005%
11/15/2024 IHT Wealth Management LLC76,315$10.84M0.3%-2.0%0.048%
11/15/2024 Integrated Wealth Concepts LLC23,525$3.34M0.0%+0.8%0.015%
11/15/2024 HighTower Advisors LLC537,467$76.34M0.1%+0.2%0.340%
11/15/2024 Hilltop Holdings Inc.6,552$931K0.1%+42.4%0.004%
11/15/2024 Garden State Investment Advisory Services LLC5,393$766K0.2%-9.2%0.003%
11/15/2024 Chevy Chase Trust Holdings LLC1,455$207K0.0%N/A0.001%
11/15/2024 Benjamin Edwards Inc.19,148$2.72M0.0%N/A0.012%
11/15/2024 FSA Wealth Management LLC24,555$3.49M1.4%N/A0.016%
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11/14/2024 Tradition Wealth Management LLC1,537$218K0.0%N/A0.001%
11/14/2024 Kitching Partners LLC60,555$8.60M11.5%+19.6%0.038%
11/14/2024 Flow Traders U.S. LLC15,343$2.18M0.1%N/A0.010%
11/14/2024 Captrust Financial Advisors138,865$19.72M0.1%-1.3%0.088%
11/14/2024 Rockefeller Capital Management L.P.171,422$24.34M0.1%-12.6%0.108%
11/14/2024 Peterson Wealth Management53,284$7.57M4.8%-22.5%0.034%
11/14/2024 Financial Counselors Inc.111,619$15.85M0.2%-3.0%0.071%
11/14/2024 Noesis Capital Mangement Corp7,624$1.08M0.2%+51.5%0.005%
11/14/2024 Fiduciary Trust Co16,939$2.41M0.0%-1.4%0.011%
11/14/2024 CreativeOne Wealth LLC7,084$1.01M0.0%+25.1%0.004%
11/13/2024 RiverGlades Family Offices LLC1,475$210K0.2%N/A0.001%
11/13/2024 Townsquare Capital LLC29,492$4.19M0.1%-4.0%0.019%
11/13/2024 Shum Financial Group Inc.25,877$3.60M3.0%N/A0.016%
11/13/2024 FMR LLC100,974$14.34M0.0%-2.4%0.064%
11/13/2024 D.A. Davidson & CO.21,005$2.98M0.0%+7.6%0.013%
11/13/2024 Bank of Montreal Can217,946$30.88M0.0%+0.5%0.138%
11/13/2024 Associated Banc Corp108,994$15.48M0.5%+2.8%0.069%
11/13/2024 Private Trust Co. NA5,936$843K0.1%-14.8%0.004%
11/13/2024 Brown Brothers Harriman & Co.37,683$5.35M0.0%+2,310.9%0.024%
11/12/2024 SevenBridge Financial Group LLC6,542$928K0.2%+1.5%0.004%
11/12/2024 Centaurus Financial Inc.3,792$539K0.0%-63.8%0.002%
11/12/2024 Crewe Advisors LLC3,614$513K0.1%-9.5%0.002%
11/12/2024Larson Financial Group LLC10,436$1.48M0.1%+0.9%0.007%
11/12/2024 Baltimore Washington Financial Advisors Inc.146,992$20.88M1.1%+4.6%0.093%
11/12/2024 Truepoint Inc.3,677$522K0.0%-6.7%0.002%
11/12/2024 Palisade Asset Management LLC9,815$1.39M0.1%-2.3%0.006%
11/12/2024 Kingsview Wealth Management LLC6,862$975K0.0%+2.1%0.004%
11/12/2024 Cerity Partners LLC70,088$9.96M0.0%+21.6%0.044%
11/12/2024 Great Valley Advisor Group Inc.10,502$1.49M0.0%+11.0%0.007%
11/12/2024 Certified Advisory Corp6,703$952K0.1%+8.1%0.004%
11/12/2024 Nwam LLC37,129$5.27M0.3%N/A0.023%
11/12/2024 GM Advisory Group LLC1,477$210K0.0%-27.7%0.001%
11/12/2024 Asset Management Group Inc.24,949$3.54M0.6%+0.5%0.016%
11/12/2024 Citigroup Inc.25,758$3.66M0.0%+16.0%0.016%
11/12/2024 Wrenne Financial Planning LLC1,480$210K0.1%N/A0.001%
11/12/2024 Investors Research Corp12,331$1.75M0.4%-1.0%0.008%
11/12/2024 Smithfield Trust Co51,514$7.32M0.4%-11.2%0.033%
11/9/2024 LPL Financial LLC2,802,693$398.10M0.2%-4.7%1.772%
11/9/2024 STAR Financial Bank7,608$1.08M0.7%+1.5%0.005%
11/9/2024 Cypress Capital Group4,814$684K0.1%-3.8%0.003%
11/9/2024 Creekside Partners2,064$293K0.2%N/A0.001%
11/8/2024 Citizens Financial Group Inc. RI20,060$2.85M0.1%+44.7%0.013%
11/8/2024 Moors & Cabot Inc.6,351$902K0.0%+40.6%0.004%
11/8/2024 Stonebridge Financial Planning Group LLC9,404$1.34M0.6%-2.0%0.006%
11/8/2024 Darwin Wealth Management LLC285$41K0.0%N/A0.000%
11/8/2024 Etfidea LLC30,530$4.34M1.4%-1.4%0.019%
11/8/2024 First Horizon Advisors Inc.39,972$5.68M0.2%+1.5%0.025%
11/8/2024 Strategy Asset Managers LLC20,332$2.89M0.6%+18.4%0.013%
11/8/2024 Prospera Private Wealth LLC929$132K0.0%N/A0.001%
11/8/2024 Roger Wittlin Investment Advisory LLC13,100$1.86M1.1%+0.6%0.008%
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11/8/2024 Thompson Davis & CO. Inc.1,713$243K0.2%N/A0.001%
11/8/2024 Aberdeen Wealth Management LLC14,886$2.11M1.4%-1.5%0.009%
11/8/2024 PNC Financial Services Group Inc.456,897$64.90M0.0%-2.3%0.289%
11/8/2024 Fifth Third Wealth Advisors LLC55,627$7.90M0.5%+17.8%0.035%
11/8/2024 Prospera Financial Services Inc26,958$3.84M0.1%-1.4%0.017%
11/7/2024 Pathstone Holdings LLC773,031$109.80M0.5%-0.3%0.489%
11/7/2024 MidAtlantic Capital Management Inc.2,479$352K0.3%N/A0.002%
11/7/2024 Cassaday & Co Wealth Management LLC5,597$795K0.0%+3.1%0.004%
11/7/2024 Holistic Financial Partners4,170$592K0.3%-7.3%0.003%
11/7/2024 GLOBALT Investments LLC GA13,784$1.96M0.1%-2.6%0.009%
(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, 1,157 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 919 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 ($598.25K).

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

Institutional investors have bought a total of 20,896,431 shares in the last 24 months. This purchase volume represents approximately $2.62B in transactions.

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

Of the 775 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. ($730.90K), 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 17,291,502 shares in the last 24 months. This volume of shares sold represents approximately $2.14B in transactions.


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This page (NYSEARCA:SDY) was last updated on 12/19/2024 by MarketBeat.com Staff
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