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 quarterNameTypeQuantityRemainingReported stock balance
Q4 2014Sequoia Financial AdvisorsBuy69,169$723
Q3 2014Matrix Advisors Value FundBuy2823,115$233
Q3 2014Sequoia Financial AdvisorsBuy39,163$687
Q2 2014Sequoia Financial AdvisorsBuy1,1049,160$702
Q1 2014Sequoia Financial AdvisorsBuy8,0568,056$593
Q1 2014Matrix Advisors Value FundBuy2,8332,833$208

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.

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