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 (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Coldstream Capital Management Inc, Modern Wealth Management, Llc, Bank Of America Corp, and Wells Fargo & Company/Mn.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+8,231+0.7%1,111,642$169.17MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+202+8.3%2,646$402.67KQ2 2026Sep 23, 2026
Silicon Valley Capital PartnersBuy+2+0.9%236$35.90KQ2 2026Sep 21, 2026
Reynders Mcveigh Capital Management, LlcBuy+503+24.8%2,529$385.00Q2 2026Sep 15, 2026
Anchor Investment Management, LlcSell-149-15.6%807$122.81KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+13,121+57.7%35,846$5.46MQ2 2026Sep 09, 2026
Corient Private Wealth LlcBuy+1,245+1.7%75,630$11.51MQ2 2026Aug 27, 2026
Serenity Investment AdvisorsBuy+5,738—5,738$907.06KQ2 2026Aug 24, 2026
West Michigan Advisors, LlcBuy+47+1.9%2,513$382.40KQ2 2026Aug 21, 2026
Rehmann Capital Advisory GroupBuy+10+0.7%1,467$223.29KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+19,397+14.8%150,025$22.83MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+414+5.1%8,576$1.31MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoSell-165-3.3%4,830$735.03KQ2 2026Aug 19, 2026
Archer Investment CorpBuy+30+1.0%3,031$461.27KQ2 2026Aug 19, 2026
49 Wealth Management, LlcBuy+1,700—1,700$258.71KQ2 2026Aug 18, 2026
Capasso Planning Partners LlcBuy+1,425—1,425$216.84KQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+372—372$56.54KQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+144+0.3%52,509$7.99MQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+5,602+3.9%150,033$22.83MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-1,184-0.7%175,487$26.71MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+918+23.2%4,880$743.00KQ2 2026Aug 17, 2026
Payne Capital Management, LlcSell-99-3.2%3,039$462.40KQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcSell-57-3.1%1,763$268.33KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+1,292,475—1,292,475$196.62MQ2 2026Aug 14, 2026
Coldstream Capital Management IncBuy+618,230—618,230$94.08MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+184,988+7237.4%187,544$28.54MQ2 2026Aug 14, 2026
Bank Of America CorpSell-165,965-2.3%7,153,445$1.09BQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+81,909+3.7%2,281,758$347.24MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-69,361-2.3%2,990,179$455.05MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+49,920+10.3%536,116$82.06MQ2 2026Aug 14, 2026
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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.