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SPDR S&P Dividend ETF (SDY) Institutional Ownership

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$131.31
-0.08 (-0.06%)
(As of 05/13/2024 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)
561
Total
Institutional Inflows
(last 12 months)
$1.17B
Number of
Institutional Sellers
(last 12 months)
579
Total
Institutional Outflows
(last 12 months)
$1.19B
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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
5/14/2024InterOcean Capital Group LLC13,442$1.76M0.0%-1.8%0.008%
5/14/2024Lake Street Advisors Group LLC4,904$644K0.0%N/A0.003%
5/13/2024Texas Capital Bank Wealth Management Services Inc1,946$255K0.0%N/A0.001%
5/13/2024O Shaughnessy Asset Management LLC4,617$606K0.0%+8.5%0.003%
5/13/2024Ameritas Investment Partners Inc.82,739$10.86M0.4%+2.1%0.052%
5/11/2024 MAS Advisors LLC30,952$4.06M4.7%+7.4%0.020%
5/11/2024 Beaumont Financial Advisors LLC5,235$687K0.1%-2.9%0.003%
5/10/2024 Osaic Holdings Inc.541,936$71.13M0.2%-2.3%0.343%
5/10/2024 Rodgers & Associates LTD3,907$513K0.1%-11.3%0.002%
5/10/2024 TIAA Trust National Association13,263$1.74M0.0%+31.4%0.008%
5/10/2024 Vanguard Group Inc.516,518$67.79M0.0%+0.2%0.326%
5/10/2024 First Foundation Advisors1,600$210K0.0%-41.3%0.001%
5/10/2024 Bright Financial Advisors Inc.12,990$1.71M1.2%N/A0.008%
5/10/2024 Tocqueville Asset Management L.P.4,097$538K0.0%-46.2%0.003%
5/10/2024 J.Safra Asset Management Corp332,300$43.61M4.9%+4.8%0.210%
5/10/2024 1ST Source Bank760,858$99.86M5.8%-12.2%0.481%
5/10/2024 Nwam LLC36,882$4.79M0.4%-6.0%0.023%
5/9/2024 RFP Financial Group LLC952$125K0.0%N/A0.001%
5/9/2024 Brighton Jones LLC17,663$2.32M0.1%-2.5%0.011%
5/9/2024 ProVise Management Group LLC108,497$14.24M1.2%-34.6%0.069%
5/9/2024 Leo Wealth LLC3,329$437K0.0%-2.5%0.002%
5/9/2024 Blair William & Co. IL78,385$10.29M0.0%-5.0%0.050%
5/9/2024 Orion Portfolio Solutions LLC282,470$37.07M0.4%-6.8%0.179%
5/9/2024 HBK Sorce Advisory LLC3,970$521K0.0%+92.7%0.003%
5/9/2024 Kingsview Wealth Management LLC4,199$551K0.0%+15.9%0.003%
5/9/2024 Beacon Investment Advisory Services Inc.2,088$274K0.0%-4.0%0.001%
5/9/2024 Ledyard National Bank16,349$2.15M0.2%-5.0%0.010%
5/9/2024 Planning Directions Inc.26,160$3.43M2.4%-27.8%0.017%
5/9/2024 SageView Advisory Group LLC5,904$775K0.0%+42.4%0.004%
5/9/2024 Fortis Capital Advisors LLC2,311$303K0.1%N/A0.001%
5/9/2024 Angeles Wealth Management LLC282$37K0.0%-93.8%0.000%
5/9/2024 Interchange Capital Partners LLC6,054$814K0.5%+7.6%0.004%
5/9/2024 Koshinski Asset Management Inc.4,108$539K0.1%-47.0%0.003%
5/8/2024 Berkshire Money Management Inc.2,570$337K0.0%N/A0.002%
5/8/2024 Edmond DE Rothschild Holding S.A.450$59K0.0%-43.8%0.000%
5/8/2024 Cozad Asset Management Inc.16,544$2.17M0.2%+8.7%0.010%
5/8/2024 MAI Capital Management527,434$69.22M0.7%+1.4%0.333%
5/8/2024 Baltimore Washington Financial Advisors Inc.130,408$17.12M1.1%+9.8%0.082%
5/8/2024 Private Wealth Advisors LLC4,684$615K0.3%-2.0%0.003%
5/8/2024 Bleakley Financial Group LLC3,798$498K0.0%-4.1%0.002%
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5/8/2024 Neumann Capital Management LLC72,506$9.52M3.4%+1.3%0.046%
5/8/2024 Avantax Advisory Services Inc.106,472$13.97M0.1%-2.2%0.067%
5/8/2024 US Bancorp DE82,821$10.87M0.0%-12.1%0.052%
5/8/2024 Addison Capital Co4,543$596K0.3%+21.6%0.003%
5/8/2024 Mycio Wealth Partners LLC32,343$4.25M1.1%-32.6%0.020%
5/8/2024 Russell Investments Group Ltd.252$33K0.0%+101.6%0.000%
5/8/2024 QRG Capital Management Inc.2,410$316K0.0%-7.6%0.002%
5/8/2024 O Dell Group LLC272,349$35.74M8.8%-2.9%0.172%
5/8/2024 Thoroughbred Financial Services LLC7,786$1.02M0.1%-22.2%0.005%
5/7/2024 NorthRock Partners LLC11,438$1.50M0.1%-6.7%0.007%
5/7/2024 Fiduciary Family Office LLC5,034$661K0.3%-16.0%0.003%
5/7/2024 Abbrea Capital LLC13,273$1.74M0.2%-1.3%0.008%
5/7/2024 Concurrent Investment Advisors LLC2,924$384K0.0%-5.9%0.002%
5/7/2024 Atomi Financial Group Inc.4,249$558K0.1%-35.3%0.003%
5/7/2024 Reynders McVeigh Capital Management LLC4,969$653K0.0%-6.1%0.003%
5/7/2024 Redwood Wealth Management Group LLC23,202$3.05M3.2%-4.8%0.015%
5/7/2024 CarsonAllaria Wealth Management Ltd.317$42K0.0%N/A0.000%
5/7/2024 KCM Investment Advisors LLC97,161$12.75M0.5%-2.7%0.061%
5/7/2024 Smithfield Trust Co60,720$7.96M0.4%-0.6%0.038%
5/7/2024 NTV Asset Management LLC2,827$371K0.1%-15.0%0.002%
5/7/2024 Hyman Charles D2,900$381K0.0%-14.4%0.002%
5/7/2024 Nvwm LLC1,002$132K0.0%-41.1%0.001%
5/7/2024 Oppenheimer & Co. Inc.47,921$6.29M0.1%+0.8%0.030%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management5,879$772K0.0%-48.3%0.004%
5/7/2024 Wealthspire Advisors LLC55,083$7.23M0.1%-7.4%0.035%
5/7/2024 Howard Wealth Management LLC9,408$1.24M1.0%-6.5%0.006%
5/7/2024 Houlihan Financial Resource Group Ltd.41,847$5.49M2.5%-2.3%0.026%
5/6/2024 Envestnet Portfolio Solutions Inc.44,892$5.89M0.0%+25.3%0.028%
5/4/2024 Beacon Bridge Wealth Partners LLC7,039$924K0.4%-41.5%0.004%
5/4/2024 Coulter & Justus Financial Services LLC6,256$821K0.2%N/A0.004%
5/4/2024 Vista Capital Partners Inc.2,211$290K0.0%-11.2%0.001%
5/4/2024 Geneos Wealth Management Inc.8,118$1.07M0.0%-7.8%0.005%
5/4/2024 Riggs Asset Managment Co. Inc.221$29K0.0%+76.8%0.000%
5/4/2024 Valley Wealth Managers Inc.36,188$4.75M0.4%-3.4%0.023%
5/4/2024 Glassman Wealth Services5,191$681K0.1%-3.6%0.003%
5/3/2024 FDx Advisors Inc.29,667$3.89M0.6%-10.1%0.019%
5/3/2024 STAR Financial Bank11,769$1.55M1.3%-1.8%0.007%
5/3/2024 Clarity Capital Partners LLC4,371$574K0.4%N/A0.003%
5/3/2024 Avidian Wealth Solutions LLC1,538$202K0.0%N/A0.001%
5/3/2024 TFB Advisors LLC2,090$266K0.1%N/A0.001%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors1,623$213K0.0%N/A0.001%
5/3/2024 Etfidea LLC32,033$4.20M1.4%+7.8%0.020%
5/3/2024 AA Financial Advisors LLC22,190$2.91M1.2%-59.3%0.014%
5/3/2024 Whittier Trust Co. of Nevada Inc.46,014$6.04M0.2%+3.7%0.029%
5/3/2024 Patron Partners LLC7,654$1.01M0.6%-11.5%0.005%
5/3/2024 Whittier Trust Co.54,009$7.09M0.1%-7.5%0.034%
5/2/2024 Mutual Advisors LLC14,027$1.84M0.1%-1.2%0.009%
5/2/2024 Smart Money Group LLC13,621$1.73M0.7%-7.2%0.009%
5/2/2024 Salomon & Ludwin LLC83,176$10.91M0.9%-4.6%0.053%
5/2/2024 Cliftonlarsonallen Wealth Advisors LLC61,966$8.13M0.2%-0.4%0.039%
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5/2/2024 Financial Counselors Inc.115,276$15.13M0.3%-6.1%0.073%
5/2/2024 Conservest Capital Advisors Inc.9,675$1.27M0.1%-7.3%0.006%
5/2/2024 FinTrust Capital Advisors LLC781$102K0.0%+105.5%0.000%
5/2/2024 Graypoint LLC27,533$3.61M0.3%-27.3%0.017%
5/2/2024 Vantage Financial Partners LLC3,504$460K0.1%-3.3%0.002%
5/2/2024 Lincoln National Corp53,053$6.96M0.1%-2.4%0.034%
5/2/2024 Choreo LLC19,111$2.51M0.1%+2.3%0.012%
5/2/2024 Lewis Asset Management LLC28,261$3.71M3.1%-3.7%0.018%
5/2/2024 Moloney Securities Asset Management LLC28,342$3.72M0.6%-3.4%0.018%
5/2/2024 Hollencrest Capital Management14,936$1.96M0.1%-84.3%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, 1,161 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 ($369.12M), Ameriprise Financial Inc. ($349.77M), Joel Isaacson & Co. LLC ($313.31M), Royal Bank of Canada ($304.18M), and Raymond James & Associates ($302.05M).Learn more on SDY's institutional investors.

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

Of the 986 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: First Republic Investment Management Inc. ($2.05M), Bank of America Corp DE ($1.83M), Houlihan Financial Resource Group Ltd. ($1.19M), International Assets Investment Management LLC ($1.13M), Assetmark Inc. ($1.01M), Pathstone Family Office LLC ($783.93K), and Richard Bernstein Advisors LLC ($758.78K).

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

Institutional investors have bought a total of 27,287,296 shares in the last 24 months. This purchase volume represents approximately $3.31B in transactions.

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

Of the 745 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. ($2.11M), Houlihan Financial Resource Group Ltd. ($1.15M), Assetmark Inc. ($1.01M), Envestnet Asset Management Inc. ($807.94K), Ameriprise Financial Inc. ($663.55K), Money Concepts Capital Corp ($590.56K), and Legacy Financial Group LLC ($461.80K).

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

Institutional investors have sold a total of 17,000,701 shares in the last 24 months. This volume of shares sold represents approximately $2.07B in transactions.


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This page (NYSEARCA:SDY) was last updated on 5/14/2024 by MarketBeat.com Staff

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