SPDR S&P DIVIDEND ETF (SDY) Institutional Ownership
SDY is currently held by 4 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.14M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $3.17M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's SDY position is now estimated to be worth approximately $3.26M, representing an estimated gain of +2.78% since the filing period.
Major shareholders tracked on this page include Sequoia Financial Advisors, Renaissance Technologies LLC, Matrix Advisors Value Fund, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks institutional ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward SPDR S&P DIVIDEND ETF (SDY).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 4 | $5,140,217 | 35,221 |
| Q4 2025 | 3 | $4,068,398 | 29,235 |
| Q3 2025 | 3 | $3,919,910 | 27,989 |
| Q2 2025 | 4 | $5,475,100 | 40,338 |
| Q1 2025 | 4 | $8,068,453 | 59,466 |
| Q4 2024 | 4 | $3,710,649 | 28,089 |
| Q3 2024 | 4 | $4,043,483 | 28,467 |
| Q2 2024 | 4 | $2,963,568 | 23,304 |
| Q1 2024 | 4 | $2,732,003 | 35,402 |
| Q4 2023 | 3 | $2,585,234 | 20,687 |
| Q3 2023 | 3 | $1,941,291 | 16,879 |
| Q2 2023 | 4 | $2,133,279 | 20,799 |
Related SDY Institutional Insights:
- SDY Institutional Ownership & Insiders Activity
- SDY Institutional Ownership & 13F Activity
- SDY Top Institutional Shareholders
- SDY Institutional Buying Activity
- SDY Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- SDY Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings