SPDR S&P DIVIDEND ETF (SDY) Institutional Ownership Changes & 13F Activity
SPDR S&P DIVIDEND ETF (SDY) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, Sequoia Financial Advisors, Matrix Private Capital Group, and Matrix Advisors Value Fund.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q3 2023 | Matrix Advisors Value Fund | Sell | -325 | 3,845 | $442,213 |
| Q3 2023 | Sequoia Financial Advisors | Sell | -195 | 9,543 | $1,097,578 |
| Q2 2023 | Sequoia Financial Advisors | Buy | 1,630 | 9,738 | $1,193,722 |
| Q2 2023 | Renaissance Technologies LLC | Buy | 800 | 3,400 | $417 |
| Q2 2023 | Matrix Private Capital Group | Sell | -83 | 3,491 | $427,927 |
| Q1 2023 | Renaissance Technologies LLC | Sell | -11,700 | 2,600 | $322 |
| Q1 2023 | Sequoia Financial Advisors | Buy | 620 | 8,108 | $1,003,067 |
| Q4 2022 | Sequoia Financial Advisors | Buy | 5,521 | 7,488 | $936,829 |
| Q4 2022 | Renaissance Technologies LLC | Sell | -4,000 | 14,300 | $1,789 |
| Q3 2022 | Matrix Private Capital Group | Sell | -1,305 | 3,574 | $399 |
| Q3 2022 | Renaissance Technologies LLC | Sell | -200 | 18,300 | $2,040 |
| Q2 2022 | Sequoia Financial Advisors | Sell | -2,516 | 1,967 | $234 |
| Q1 2022 | Renaissance Technologies LLC | Buy | 900 | 18,500 | $2,370 |
| Q1 2022 | Sequoia Financial Advisors | Sell | -89 | 4,483 | $574 |
| Q4 2021 | Renaissance Technologies LLC | Buy | 4,500 | 17,600 | $2,273 |
| Q4 2021 | Sequoia Financial Advisors | Buy | 267 | 4,572 | $590 |
| Q4 2021 | Matrix Advisors Value Fund | Buy | 116 | 4,170 | $538 |
| Q2 2021 | Sequoia Financial Advisors | Buy | 1,158 | 4,305 | $526 |
| Q2 2021 | Matrix Advisors Value Fund | Buy | 245 | 4,054 | $496 |
| Q2 2021 | Matrix Private Capital Group | Buy | 112 | 4,879 | $597 |
| Q1 2021 | Matrix Private Capital Group | Sell | -1,236 | 4,767 | $563 |
| Q1 2021 | Sequoia Financial Advisors | Buy | 2 | 3,147 | $371 |
| Q4 2020 | Matrix Private Capital Group | Sell | -3,799 | 6,003 | $636 |
| Q4 2020 | Sequoia Financial Advisors | Buy | 252 | 3,145 | $333 |
| Q3 2020 | Renaissance Technologies LLC | Buy | 10,100 | 13,100 | $1,210 |
| Q3 2020 | Sequoia Financial Advisors | Buy | 2,893 | 2,893 | $267 |
| Q2 2020 | Sequoia Financial Advisors | Sell | -3,119 | 0 | $273 |
| Q2 2020 | Renaissance Technologies LLC | Buy | 3,000 | 3,000 | $274 |
| Q2 2020 | Matrix Advisors Value Fund | Buy | 355 | 3,809 | $347 |
| Q2 2020 | Matrix Private Capital Group | Buy | 150 | 9,802 | $894 |
Frequently asked questions about SDY activity
Which institutional owners are buying SDY?
Institutional owners buying SDY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SDY activity?
"Buy" means an investor increased their reported position in SDY compared to the prior reporting period. This reflects growing exposure to SPDR S&P DIVIDEND ETF (SDY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SDY increasing?
Institutional interest in SDY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.