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 $9.50B 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 $1.09B 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 $1.14B, representing an estimated gain of +4.60% 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
1,224
Total Reported Value
$9.50B
Largest Holder
Bank Of America Corp
Largest Position
$1.09B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
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 | $1,138,685,375 | +$50,074,032 | +4.60% | |
| Morgan Stanley | 0.04% | 4,906,331 | $746,645,676 | $780,989,769 | +$34,344,093 | +4.60% | |
| Lpl Financial Llc | 0.10% | 3,040,750 | $462,741,332 | $484,026,585 | +$21,285,253 | +4.60% | |
| Raymond James Financial Inc | 0.12% | 2,990,179 | $455,045,398 | $475,976,693 | +$20,931,295 | +4.60% | |
| Joel Isaacson & Co., Llc | 12.75% | 2,894,421 | $440,472,987 | $460,733,935 | +$20,260,948 | +4.60% | |
| Wells Fargo & Company/Mn | 0.06% | 2,281,758 | $347,237,833 | $363,210,238 | +$15,972,405 | +4.60% | |
| Royal Bank Of Canada | 0.05% | 2,039,089 | $310,309,000 | $324,582,187 | +$14,273,187 | +4.60% | |
| Ubs Group Ag | 0.04% | 1,674,173 | $254,775,647 | $266,494,858 | +$11,719,211 | +4.60% | |
| Jpmorgan Chase & Co | 0.01% | 1,380,453 | $210,864,218 | $219,740,509 | +$8,876,291 | +4.21% | |
| Ameriprise Financial Inc | 0.04% | 1,292,475 | $196,616,977 | $205,736,171 | +$9,119,194 | +4.64% | |
| Envestnet Asset Management Inc | 0.04% | 1,111,642 | $169,169,647 | $176,951,174 | +$7,781,527 | +4.60% | |
| Richard Bernstein Advisors Llc | 4.82% | 1,139,462 | $166,296,653 | $181,379,561 | +$15,082,908 | +9.07% | |
| Mai Capital Management | 0.58% | 1,002,472 | $152,556,129 | $159,573,493 | +$7,017,364 | +4.60% | |
| Bank Of New York Mellon Corp | 0.02% | 910,494 | $138,559,036 | $144,932,435 | +$6,373,399 | +4.60% | |
| Commonwealth Equity Services, Llc | 0.17% | 873,659 | $132,953,440 | $139,069,040 | +$6,115,600 | +4.60% | |
| Pathstone Holdings, Llc | 0.45% | 782,740 | $114,232,835 | $124,596,553 | +$10,363,718 | +9.07% | |
| Cetera Investment Advisers | 0.10% | 750,297 | $114,180,217 | $119,432,276 | +$5,252,059 | +4.60% | |
| Truist Financial Corp | 0.13% | 689,697 | $104,958,067 | $109,785,968 | +$4,827,901 | +4.60% | |
| Destination Wealth Management | 2.26% | 635,081 | $96,646,636 | $101,092,194 | +$4,445,558 | +4.60% | |
| Coldstream Capital Management Inc | 1.18% | 618,230 | $94,082,236 | $98,409,851 | +$4,327,615 | +4.60% | |
| Stifel Financial Corp | 0.07% | 587,808 | $89,452,526 | $93,567,277 | +$4,114,751 | +4.60% | |
| Osaic Holdings, Inc. | 0.10% | 552,440 | $84,093,423 | $87,937,399 | +$3,843,976 | +4.57% | |
| Jones Financial Companies Lllp | 0.03% | 536,116 | $82,059,447 | $85,338,945 | +$3,279,498 | +4.00% | |
| Capital Investment Advisors, Llc | 0.99% | 491,556 | $74,805,050 | $78,245,884 | +$3,440,834 | +4.60% | |
| Hightower Advisors, Llc | 0.07% | 481,025 | $73,202,383 | $76,569,560 | +$3,367,177 | +4.60% | |
| 1St Source Bank | 2.93% | 424,880 | $64,658,238 | $67,632,398 | +$2,974,160 | +4.60% | |
| Mml Investors Services, Llc | 0.13% | 414,516 | $63,080,977 | $65,982,657 | +$2,901,680 | +4.60% | |
| J.Safra Asset Management Corp | 2.65% | 378,030 | $57,528,609 | $60,174,815 | +$2,646,206 | +4.60% | |
| Elk River Wealth Management Llc | 8.99% | 371,018 | $56,461,532 | $59,058,645 | +$2,597,113 | +4.60% | |
| Alphacore Capital Llc | 1.03% | 368,674 | $56,104,749 | $58,685,527 | +$2,580,778 | +4.60% | |
| Pnc Financial Services Group, Inc. | 0.03% | 356,428 | $54,241,217 | $56,736,209 | +$2,494,992 | +4.60% | |
| Legacy Financial Group Llc | 6.06% | 353,819 | $53,844,229 | $56,320,908 | +$2,476,679 | +4.60% | |
| Goldman Sachs Group Inc | 0.01% | 321,826 | $48,975,503 | $51,228,263 | +$2,252,760 | +4.60% | |
| Benjamin Edwards Inc | 0.40% | 286,769 | $43,642,831 | $45,647,889 | +$2,005,058 | +4.59% | |
| Marino, Stram & Associates Llc | 6.78% | 279,804 | $42,580,536 | $44,539,201 | +$1,958,665 | +4.60% | |
| Clearstead Advisors, Llc | 0.40% | 279,710 | $42,566,288 | $44,524,238 | +$1,957,950 | +4.60% | |
| Baird Financial Group, Inc. | 0.06% | 272,798 | $41,514,400 | $43,423,986 | +$1,909,586 | +4.60% | |
| Kestra Advisory Services, Llc | 0.13% | 267,979 | $40,781,116 | $42,656,897 | +$1,875,781 | +4.60% | |
| Wolff Financial Management Llc | 7.99% | 263,340 | $40,075,037 | $41,918,461 | +$1,843,424 | +4.60% | |
| Moneta Group Investment Advisors Llc | 0.29% | 261,650 | $39,817,837 | $41,649,447 | +$1,831,610 | +4.60% | |
| Rockefeller Capital Management L.P. | 0.06% | 258,404 | $39,324,131 | $41,132,749 | +$1,808,618 | +4.60% | |
| Linscomb Wealth, Inc. | 1.60% | 242,037 | $36,833,262 | $38,527,450 | +$1,694,188 | +4.60% | |
| Wealth Enhancement Advisory Services, Llc | 0.06% | 224,206 | $34,608,380 | $35,689,111 | +$1,080,731 | +3.12% | |
| Steward Partners Investment Advisory, Llc | 0.16% | 211,188 | $32,138,644 | $33,616,906 | +$1,478,262 | +4.60% | |
| Mariner, Llc | 0.03% | 204,288 | $31,088,549 | $32,518,564 | +$1,430,015 | +4.60% | |
| Modern Wealth Management, Llc | 0.34% | 187,544 | $28,540,474 | $29,853,254 | +$1,312,780 | +4.60% | |
| Klingman & Associates, Llc | 1.21% | 187,332 | $28,508,235 | $29,819,508 | +$1,311,273 | +4.60% | |
| Nwf Advisory Services Inc. | 2.63% | 183,880 | $27,982,587 | $29,270,018 | +$1,287,431 | +4.60% | |
| Graves Light Lenhart Wealth, Inc. | 2.58% | 181,578 | $27,632,586 | $28,903,586 | +$1,271,000 | +4.60% | |
| United Capital Financial Advisors, Llc | 0.15% | 175,487 | $26,710,267 | $27,934,021 | +$1,223,754 | +4.58% |
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.