SPDR S&P DIVIDEND ETF (SDY) Institutional Shareholders
SPDR S&P DIVIDEND ETF (SDY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $8.91B in SDY holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of SDY tracked by InsiderSet, reporting ownership valued at approximately $1.07B in its March 31, 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 $1.13B, representing an estimated gain of +6.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed SDY value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Raymond James Financial Inc, 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
1,212
Total Reported Value
$8.91B
Largest Holder
Bank Of America Corp
Largest Position
$1.07B
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 | 0.08% | 7,319,410 | $1,068,194,740 | $1,134,508,550 | +$66,313,810 | +6.21% | |
| Morgan Stanley | 0.04% | 4,849,841 | $707,786,099 | $751,725,355 | +$43,939,256 | +6.21% | |
| Raymond James Financial Inc | 0.14% | 3,059,540 | $446,509,239 | $474,228,700 | +$27,719,461 | +6.21% | |
| Lpl Financial Llc | 0.12% | 2,998,124 | $437,546,257 | $464,709,220 | +$27,162,963 | +6.21% | |
| Joel Isaacson & Co., Llc | 13.78% | 2,847,021 | $415,494,232 | $441,288,255 | +$25,794,023 | +6.21% | |
| Wells Fargo & Company/Mn | 0.06% | 2,199,849 | $321,045,945 | $340,976,595 | +$19,930,650 | +6.21% | |
| Royal Bank Of Canada | 0.06% | 2,021,684 | $295,044,000 | $313,361,020 | +$18,317,020 | +6.21% | |
| Ubs Group Ag | 0.04% | 1,674,106 | $244,319,029 | $259,486,430 | +$15,167,401 | +6.21% | |
| Ameriprise Financial Inc | 0.05% | 1,332,742 | $196,790,533 | $206,575,010 | +$9,784,477 | +4.97% | |
| Envestnet Asset Management Inc | 0.04% | 1,111,642 | $169,169,647 | $172,304,510 | +$3,134,863 | +1.85% | |
| Richard Bernstein Advisors Llc | 4.82% | 1,139,462 | $166,296,653 | $176,616,610 | +$10,319,957 | +6.21% | |
| Mai Capital Management | 0.82% | 992,290 | $144,814,779 | $153,804,950 | +$8,990,171 | +6.21% | |
| Bank Of New York Mellon Corp | 0.02% | 930,325 | $135,771,585 | $144,200,375 | +$8,428,790 | +6.21% | |
| Commonwealth Equity Services, Llc | 0.17% | 873,659 | $132,953,440 | $135,417,145 | +$2,463,705 | +1.85% | |
| Pathstone Holdings, Llc | 0.45% | 782,740 | $114,232,835 | $121,324,700 | +$7,091,865 | +6.21% | |
| Cetera Investment Advisers | 0.12% | 742,602 | $108,375,274 | $115,103,310 | +$6,728,036 | +6.21% | |
| Truist Financial Corp | 0.13% | 689,697 | $104,958,067 | $106,903,035 | +$1,944,968 | +1.85% | |
| Destination Wealth Management | 2.39% | 629,425 | $91,858,299 | $97,560,875 | +$5,702,576 | +6.21% | |
| Osaic Holdings, Inc. | 0.11% | 514,315 | $75,076,027 | $79,718,825 | +$4,642,798 | +6.18% | |
| Capital Investment Advisors, Llc | 1.16% | 495,043 | $72,246,503 | $76,731,665 | +$4,485,162 | +6.21% | |
| Jones Financial Companies Lllp | 0.03% | 486,196 | $70,255,245 | $75,360,380 | +$5,105,135 | +7.27% | |
| Hightower Advisors, Llc | 0.07% | 479,126 | $69,923,808 | $74,264,530 | +$4,340,722 | +6.21% | |
| Stifel Financial Corp | 0.06% | 465,864 | $67,987,677 | $72,208,920 | +$4,221,243 | +6.21% | |
| 1St Source Bank | 3.39% | 450,028 | $65,677,086 | $69,754,340 | +$4,077,254 | +6.21% | |
| Creative Planning | 0.04% | 439,196 | $64,096,305 | $68,075,380 | +$3,979,075 | +6.21% | |
| Elk River Wealth Management Llc | 10.24% | 422,523 | $61,662,962 | $65,491,065 | +$3,828,103 | +6.21% | |
| J.Safra Asset Management Corp | 2.90% | 368,501 | $53,779,012 | $57,117,655 | +$3,338,643 | +6.21% | |
| Pnc Financial Services Group, Inc. | 0.03% | 365,533 | $53,345,882 | $56,657,615 | +$3,311,733 | +6.21% | |
| Mml Investors Services, Llc | 0.14% | 351,909 | $51,357,598 | $54,545,895 | +$3,188,297 | +6.21% | |
| Goldman Sachs Group Inc | 0.01% | 328,838 | $47,990,609 | $50,969,890 | +$2,979,281 | +6.21% | |
| Mariner, Llc | 0.05% | 304,381 | $44,421,357 | $47,179,055 | +$2,757,698 | +6.21% | |
| Benjamin Edwards Inc | 0.40% | 286,769 | $43,642,831 | $44,449,195 | +$806,364 | +1.85% | |
| Marino, Stram & Associates Llc | 6.78% | 279,804 | $42,580,536 | $43,369,620 | +$789,084 | +1.85% | |
| Legacy Financial Group Llc | 5.35% | 291,421 | $42,530,013 | $45,170,255 | +$2,640,242 | +6.21% | |
| Moneta Group Investment Advisors Llc | 0.31% | 280,481 | $40,933,419 | $43,474,555 | +$2,541,136 | +6.21% | |
| Clearstead Advisors, Llc | 0.37% | 280,240 | $40,898,120 | $43,437,200 | +$2,539,080 | +6.21% | |
| Kestra Advisory Services, Llc | 0.13% | 267,979 | $40,781,116 | $41,536,745 | +$755,629 | +1.85% | |
| Wolff Financial Management Llc | 7.99% | 263,340 | $40,075,037 | $40,817,700 | +$742,663 | +1.85% | |
| Rockefeller Capital Management L.P. | 0.07% | 267,702 | $39,068,645 | $41,493,810 | +$2,425,165 | +6.21% | |
| Baird Financial Group, Inc. | 0.06% | 255,207 | $37,244,910 | $39,557,085 | +$2,312,175 | +6.21% | |
| Linscomb Wealth, Inc. | 1.60% | 242,037 | $36,833,262 | $37,515,735 | +$682,473 | +1.85% | |
| Wealth Enhancement Advisory Services, Llc | 0.06% | 224,206 | $34,608,380 | $34,751,930 | +$143,550 | +0.41% | |
| Steward Partners Investment Advisory, Llc | 0.16% | 216,208 | $31,553,245 | $33,512,240 | +$1,958,995 | +6.21% | |
| Klingman & Associates, Llc | 1.21% | 187,332 | $28,508,235 | $29,036,460 | +$528,225 | +1.85% | |
| Nwf Advisory Services Inc. | 2.63% | 183,880 | $27,982,587 | $28,501,400 | +$518,813 | +1.85% | |
| Graves Light Lenhart Wealth, Inc. | 2.58% | 181,578 | $27,632,586 | $28,144,590 | +$512,004 | +1.85% | |
| Private Advisor Group, Llc | 0.12% | 173,016 | $26,329,539 | $26,817,480 | +$487,941 | +1.85% | |
| Jackson, Grant Investment Advisers, Inc. | 8.04% | 170,164 | $25,895,527 | $26,375,420 | +$479,893 | +1.85% | |
| United Capital Financial Advisors, Llc | 0.16% | 176,671 | $25,801,102 | $27,384,005 | +$1,582,903 | +6.14% | |
| Huntington National Bank | 0.14% | 172,271 | $25,141,090 | $26,702,005 | +$1,560,915 | +6.21% |
Frequently asked questions about SDY
Who owns the most SDY stock?
The largest holders of SDY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR S&P DIVIDEND ETF (SDY).
Is SDY widely held by superinvestors?
Many widely followed stocks like SDY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SDY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.