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. 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
Q1 2026Renaissance Technologies LLCSell-5,4006,400$934,016
Q1 2026Sequoia Financial AdvisorsSell-47621,728$3,170,988
Q1 2026Matrix Private Capital GroupBuy603,311$483,207
Q1 2026Matrix Advisors Value FundBuy23,782$552,006
Q4 2025Sequoia Financial AdvisorsBuy1,53022,204$3,089,945
Q4 2025Matrix Advisors Value FundSell-2843,780$526,044
Q3 2025Sequoia Financial AdvisorsSell-55120,674$2,895,386
Q3 2025Matrix Advisors Value FundBuy24,064$569,221
Q2 2025Renaissance Technologies LLCSell-17,60011,800$1,601,614
Q2 2025Sequoia Financial AdvisorsSell-1,57321,225$2,880,883
Q2 2025Matrix Advisors Value FundBuy2454,062$551,345
Q2 2025Matrix Private Capital GroupSell-2003,251$441,258
Q1 2025Renaissance Technologies LLCBuy24,00029,400$3,988,992
Q1 2025Sequoia Financial AdvisorsBuy7,70222,798$3,093,269
Q1 2025Matrix Private Capital GroupSell-2903,451$468,232
Q1 2025Matrix Advisors Value FundSell-353,817$517,960
Q4 2024Renaissance Technologies LLCSell-1,8005,400$713,340
Q4 2024Sequoia Financial AdvisorsBuy1,41915,096$1,994,237
Q4 2024Matrix Advisors Value FundBuy33,852$508,886
Q3 2024Renaissance Technologies LLCBuy5,0007,200$1,022,688
Q3 2024Sequoia Financial AdvisorsBuy16113,677$1,942,648
Q3 2024Matrix Advisors Value FundBuy23,849$546,775
Q2 2024Renaissance Technologies LLCSell-12,4002,200$279,796
Q2 2024Matrix Private Capital GroupBuy1503,741$475,780
Q2 2024Sequoia Financial AdvisorsBuy15013,516$1,718,992
Q2 2024Matrix Advisors Value FundBuy23,847$489,000
Q1 2024Renaissance Technologies LLCBuy11,20014,600$1,916
Q1 2024Matrix Private Capital GroupBuy1003,591$471,283
Q1 2024Sequoia Financial AdvisorsBuy1513,366$1,754,186
Q4 2023Sequoia Financial AdvisorsBuy3,80813,351$1,668,454

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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