Spdr S&p Dividend Etf (SDY) Held by Superinvestors
SPDR S&P DIVIDEND ETF (SDY) is currently held by 4 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $5.31M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is currently the largest disclosed institutional shareholder of SDY tracked by InsiderSet, reporting ownership valued at approximately $3.30M 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 $3.23M, representing an estimated loss of -2.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SDY value among the investors covered in this analysis. Major shareholders include Sequoia Financial Advisors, Renaissance Technologies LLC, Matrix Advisors Value Fund, 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.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sequoia Financial Advisors | 0.02% | 21,665 | $3,296,946 | $3,228,952 | -$67,994 | -2.06% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 6,100 | $928,298 | $909,144 | -$19,154 | -2.06% |
| Matrix Advisors Value Fund | David Katz | 0.05% | 3,785 | $575,980 | $564,116 | -$11,864 | -2.06% |
| Matrix Private Capital Group | Richard S. Fuld | 0.22% | 3,311 | $503,868 | $493,471 | -$10,397 | -2.06% |
Frequently asked questions about SDY
Who are the largest superinvestors holding SDY?
The largest superinvestors holding SDY in the latest SEC Form 13F filings include Sequoia Financial Advisors, Renaissance Technologies LLC, Matrix Advisors Value Fund, and Matrix Private Capital Group. InsiderSet ranks these superinvestors by their latest reported SDY position.
What does the SDY superinvestors page include?
This page tracks SDY positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. SPDR S&P DIVIDEND ETF (SDY) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold SDY?
InsiderSet currently tracks 4 superinvestors reporting SDY holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own SDY.
How much SDY stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $5.31M in SDY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were SDY superinvestor holdings last updated?
The latest SDY superinvestor holdings on InsiderSet are 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 holdings.
Are superinvestor SDY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its SDY position after the reporting date.
Are superinvestors buying or selling SDY?
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 have superinvestor SDY holdings changed over time?
InsiderSet tracks SDY holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.