SDY Institutional Ownership & Shareholders
SPDR S&P DIVIDEND ETF (SDY) is currently held by 1,238 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $9.57B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of SDY tracked by InsiderSet, reporting ownership valued at approximately $1.09B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.15B, representing an estimated gain of +5.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% of the total disclosed SDY value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in SPDR S&P DIVIDEND ETF (SDY).
This page ranks the largest institutional SDY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,238
Total Reported Value
$9.57B
Largest Holder
Bank Of America Corp
Largest Position
$1.09B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
22
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.07% | 7,153,445 | $1,088,611,343 | $1,149,701,680 | +$61,090,337 | +5.61% | |
| Morgan Stanley | 0.04% | 4,906,331 | $746,645,676 | $788,545,518 | +$41,899,842 | +5.61% | |
| Lpl Financial Llc | 0.10% | 3,040,750 | $462,741,332 | $488,709,340 | +$25,968,008 | +5.61% | |
| Raymond James Financial Inc | 0.12% | 2,990,179 | $455,045,398 | $480,581,569 | +$25,536,171 | +5.61% | |
| Joel Isaacson & Co., Llc | 12.75% | 2,894,421 | $440,472,987 | $465,191,343 | +$24,718,356 | +5.61% | |
| Wells Fargo & Company/Mn | 0.06% | 2,281,758 | $347,237,833 | $366,724,146 | +$19,486,313 | +5.61% | |
| Royal Bank Of Canada | 0.05% | 2,039,089 | $310,309,000 | $327,722,384 | +$17,413,384 | +5.61% | |
| Ubs Group Ag | 0.04% | 1,674,173 | $254,775,647 | $269,073,085 | +$14,297,438 | +5.61% | |
| Jpmorgan Chase & Co | 0.01% | 1,380,453 | $210,864,218 | $221,866,406 | +$11,002,188 | +5.22% | |
| Ameriprise Financial Inc | 0.04% | 1,292,475 | $196,616,977 | $207,726,582 | +$11,109,605 | +5.65% | |
| Envestnet Asset Management Inc | 0.04% | 1,111,642 | $169,169,647 | $178,663,102 | +$9,493,455 | +5.61% | |
| Richard Bernstein Advisors Llc | 4.82% | 1,139,462 | $166,296,653 | $183,134,333 | +$16,837,680 | +10.13% | |
| Mai Capital Management | 0.58% | 1,002,472 | $152,556,129 | $161,117,300 | +$8,561,171 | +5.61% | |
| Bank Of New York Mellon Corp | 0.02% | 910,494 | $138,559,036 | $146,334,596 | +$7,775,560 | +5.61% | |
| Commonwealth Equity Services, Llc | 0.16% | 845,709 | $123,879,411 | $135,922,350 | +$12,042,939 | +9.72% | |
| Pathstone Holdings, Llc | 0.45% | 782,740 | $114,232,835 | $125,801,973 | +$11,569,138 | +10.13% | |
| Cetera Investment Advisers | 0.10% | 750,297 | $114,180,217 | $120,587,734 | +$6,407,517 | +5.61% | |
| Truist Financial Corp | 0.12% | 673,207 | $98,611,310 | $108,197,829 | +$9,586,519 | +9.72% | |
| Destination Wealth Management | 2.26% | 635,081 | $96,646,636 | $102,070,218 | +$5,423,582 | +5.61% | |
| Coldstream Capital Management Inc | 1.18% | 618,230 | $94,082,236 | $99,361,926 | +$5,279,690 | +5.61% | |
| Stifel Financial Corp | 0.07% | 587,808 | $89,452,526 | $94,472,502 | +$5,019,976 | +5.61% | |
| Janney Montgomery Scott Llc | 0.17% | 577,947 | $87,952,000 | $92,887,642 | +$4,935,642 | +5.61% | |
| Osaic Holdings, Inc. | 0.10% | 552,440 | $84,093,423 | $88,788,157 | +$4,694,734 | +5.58% | |
| Jones Financial Companies Lllp | 0.03% | 536,116 | $82,059,447 | $86,164,564 | +$4,105,117 | +5.00% | |
| Capital Investment Advisors, Llc | 0.94% | 485,966 | $71,184,346 | $78,104,456 | +$6,920,110 | +9.72% | |
| 1St Source Bank | 2.93% | 424,880 | $64,658,238 | $68,286,714 | +$3,628,476 | +5.61% | |
| Mml Investors Services, Llc | 0.13% | 414,516 | $63,080,977 | $66,621,012 | +$3,540,035 | +5.61% | |
| Creative Planning | 0.03% | 423,834 | $62,083,255 | $68,118,600 | +$6,035,345 | +9.72% | |
| J.Safra Asset Management Corp | 2.65% | 378,030 | $57,528,609 | $60,756,982 | +$3,228,373 | +5.61% | |
| Elk River Wealth Management Llc | 8.99% | 371,018 | $56,461,532 | $59,630,013 | +$3,168,481 | +5.61% | |
| Alphacore Capital Llc | 1.03% | 368,674 | $56,104,749 | $59,253,285 | +$3,148,536 | +5.61% | |
| Pnc Financial Services Group, Inc. | 0.03% | 356,428 | $54,241,217 | $57,285,108 | +$3,043,891 | +5.61% | |
| Legacy Financial Group Llc | 6.06% | 353,819 | $53,844,229 | $56,865,790 | +$3,021,561 | +5.61% | |
| Goldman Sachs Group Inc | 0.01% | 321,826 | $48,975,503 | $51,723,875 | +$2,748,372 | +5.61% | |
| Benjamin Edwards Inc | 0.40% | 286,769 | $43,642,831 | $46,089,514 | +$2,446,683 | +5.61% | |
| Clearstead Advisors, Llc | 0.40% | 279,710 | $42,566,288 | $44,954,991 | +$2,388,703 | +5.61% | |
| Baird Financial Group, Inc. | 0.06% | 272,798 | $41,514,400 | $43,844,095 | +$2,329,695 | +5.61% | |
| Kestra Advisory Services, Llc | 0.12% | 280,711 | $41,118,548 | $45,115,872 | +$3,997,324 | +9.72% | |
| Marino, Stram & Associates Llc | 6.34% | 278,682 | $40,821,410 | $44,789,771 | +$3,968,361 | +9.72% | |
| Moneta Group Investment Advisors Llc | 0.29% | 261,650 | $39,817,837 | $42,052,388 | +$2,234,551 | +5.61% | |
| Rockefeller Capital Management L.P. | 0.06% | 258,404 | $39,324,131 | $41,530,691 | +$2,206,560 | +5.61% | |
| Wolff Financial Management Llc | 7.87% | 265,610 | $38,906,606 | $42,688,839 | +$3,782,233 | +9.72% | |
| Linscomb Wealth, Inc. | 1.60% | 242,037 | $36,833,262 | $38,900,187 | +$2,066,925 | +5.61% | |
| Wealth Enhancement Advisory Services, Llc | 0.05% | 225,882 | $33,739,935 | $36,303,755 | +$2,563,820 | +7.60% | |
| Steward Partners Investment Advisory, Llc | 0.16% | 211,188 | $32,138,644 | $33,942,135 | +$1,803,491 | +5.61% | |
| Mariner, Llc | 0.03% | 204,288 | $31,088,549 | $32,833,167 | +$1,744,618 | +5.61% | |
| Modern Wealth Management, Llc | 0.34% | 187,544 | $28,540,474 | $30,142,072 | +$1,601,598 | +5.61% | |
| Nwf Advisory Services Inc. | 2.54% | 186,599 | $27,332,747 | $29,990,191 | +$2,657,444 | +9.72% | |
| Klingman & Associates, Llc | 1.13% | 185,632 | $27,191,354 | $29,834,775 | +$2,643,421 | +9.72% | |
| United Capital Financial Advisors, Llc | 0.15% | 175,487 | $26,710,267 | $28,204,271 | +$1,494,004 | +5.59% |
Frequently asked questions about SDY
Who are the largest institutional holders of SDY?
The largest institutional holders of SDY reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Lpl Financial Llc, Raymond James Financial Inc, and Joel Isaacson & Co., Llc. InsiderSet ranks institutional holders by their latest reported SDY position.
What is SDY institutional ownership?
This page tracks SDY positions reported by institutional investment managers through SEC Form 13F. SPDR S&P DIVIDEND ETF (SDY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SDY?
InsiderSet currently tracks 1,238 institutional managers reporting SDY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SDY shareholders.
How much SDY stock do institutions own?
Institutional investment managers disclosed approximately $9.57B in SDY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SDY institutional ownership last updated?
The latest SDY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SDY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SDY position after the reporting date.
Are institutions buying or selling SDY?
Institutional buying and selling can be analyzed by comparing SDY positions across consecutive 13F reporting periods. InsiderSet's SDY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SDY ownership changes.
How has SDY institutional ownership changed over time?
InsiderSet tracks SDY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.