Who Owns SDY?
State Street SPDR S&P Dividend ETF — Institutional Ownership & 13F Holdings
$148.33
+0.16 (+0.11%)
Market Cap
$22.0B
Shares Outstanding
139,654,531
Institutional Holders
1,132
Total Inst. Value
$7.4B
% of Float Held
—
QoQ Holder Change
+454
Institutional data as of Q1 2025
New Positions
302
Closed Positions
75
Increased
249
Decreased
373
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $1.0B | 7,536,807 |
| 2 | MORGAN STANLEY | $660.2M | 4,865,756 |
| 3 | RAYMOND JAMES FINANCIAL INC | $408.9M | 3,013,851 |
| 4 | Joel Isaacson & Co., LLC | $347.1M | 2,558,258 |
| 5 | ROYAL BANK OF CANADA | $321.8M | 2,371,561 |
| 6 | WELLS FARGO & COMPANY/MN | $275.8M | 2,033,060 |
| 7 | AMERIPRISE FINANCIAL INC | $226.7M | 1,664,995 |
| 8 | UBS Group AG | $219.1M | 1,614,600 |
| 9 | JPMORGAN CHASE & CO | $197.2M | 1,453,772 |
| 10 | Richard Bernstein Advisors LLC | $157.2M | 1,158,903 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +78K | $660.2M |
| RAYMOND JAMES FINANCIAL INC | +4K | $408.9M |
| Joel Isaacson & Co., LLC | +42K | $347.1M |
| ROYAL BANK OF CANADA | +21K | $321.8M |
| Destination Wealth Management | +7K | $95.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JPMORGAN CHASE & CO | -235K | $197.2M |
| JONES FINANCIAL COMPANIES LLLP | -217K | $5.6M |
| BANK OF AMERICA CORP /DE/ | -180K | $1.0B |
| Private Advisor Group, LLC | -138K | $16.1M |
| UBS Group AG | -135K | $219.1M |
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Frequently Asked Questions
How many institutional investors hold SDY?
As of Q1 2025, 1132 institutional investors report holding SDY (State Street SPDR S&P Dividend ETF) in their 13F filings.
Which hedge fund owns the most SDY?
The largest institutional holder of SDY is BANK OF AMERICA CORP /DE/ with $1.0B in shares.
Are institutions buying or selling SDY?
This quarter, 302 institutions opened new positions in SDY and 75 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.