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 Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, United Capital Financial Advisors, Llc, Equitable Holdings, Inc., Mercer Global Advisors Inc, and Corient Private Wealth Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cx Institutional | Buy | +5,101 | +6.9% | 79,132 | $11.59K | Q3 2026 | Oct 02, 2026 |
| Confluence Investment Management Llc | Sell | -5,454 | -4.1% | 126,841 | $18.58M | Q3 2026 | Oct 01, 2026 |
| Coastline Trust Co | Sell | -2,560 | -29.3% | 6,188 | $906.42K | Q3 2026 | Oct 01, 2026 |
| Envestnet Asset Management Inc | Sell | -1,111,642 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Sell | -2,646 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Silicon Valley Capital Partners | Sell | -236 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 21, 2026 |
| Reynders Mcveigh Capital Management, Llc | Sell | -2,529 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -2,310 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Anchor Investment Management, Llc | Sell | -807 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Sell | -35,846 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -315 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 04, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -171 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -75,630 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Financial Insights, Inc. | Sell | -1,714 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 25, 2026 |
| Serenity Investment Advisors | Sell | -5,738 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 24, 2026 |
| West Michigan Advisors, Llc | Sell | -2,513 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 21, 2026 |
| Bernard Wealth Management Corp. | Sell | -294 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 21, 2026 |
| Clifford Swan Investment Counsel Llc | Sell | -1,948 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Rehmann Capital Advisory Group | Sell | -1,467 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -150,025 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -8,576 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Stock Yards Bank & Trust Co | Sell | -4,830 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -3,031 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -52,509 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| 49 Wealth Management, Llc | Sell | -1,700 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Capasso Planning Partners Llc | Sell | -1,425 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Sell | -372 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Pin Oak Investment Advisors Inc | Sell | -35 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| United Capital Financial Advisors, Llc | Sell | -175,487 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -150,033 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
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.