SDY · State Street(R) SPDR(R) S&P(R) Dividend ETF ETF
$155.89
-0.99 (-0.63%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 8
Total Value: $16,751,666
Total Shares: 110,078
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 8 13F filers · Δ vs Mar 31, 2026Top Holder
68.7%
+57.2 pts
Top 5
99.3%
+66.2 pts
Top 10
100.0%
+53.4 pts
HHI
5,365
Highly concentrated+5,042
Quarterly Activity
vs Mar 31, 2026
New
2
Increased
1
Decreased
1
Sold Out
1,225
Unchanged
4
Holder count:
-1,223
Institutional value:
-99.8%
Shares held:
-99.8%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | +1,245 | 75,630 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −18,707 | 27,700 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small Kinetic Wealth Investment Advisors LLC | 2,902 | $441,626 | |
| Small CARLSON FINANCIAL, INC. | 1,321 | $201,029 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega BANK OF AMERICA CORP /DE/ | 7,319,410 | $1,068,194,693 | |
| Mega MORGAN STANLEY | 4,849,841 | $707,785,793 | |
| Mega RAYMOND JAMES FINANCIAL INC | 3,059,540 | $446,509,266 | |
| Mega LPL Financial LLC | 2,998,124 | $437,546,216 | |
| Mid Joel Isaacson & Co., LLC | 2,847,021 | $415,494,244 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC SDY | $11,509,373 | 68.71% | 75,630 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC SDY | $2,480,534 | 14.81% | 16,300 | Call | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC SDY | $1,734,852 | 10.36% | 11,400 | Put | 2026-09-02 | |
| Small Kinetic Wealth Investment Advisors LLC SDY | $441,626 | 2.64% | 2,902 | Shares | 2026-09-02 | |
| Small Financial Insights, Inc. SDY | $260,836 | 1.56% | 1,714 | Shares | 2026-08-25 | |
| Small CARLSON FINANCIAL, INC. SDY | $201,029 | 1.20% | 1,321 | Shares | 2026-08-24 | |
| Small TUCKER ASSET MANAGEMENT LLC SDY | $49,458 | 0.30% | 325 | Shares | 2026-08-27 | |
| Mid Parkside Financial Bank & Trust Bank SDY | $47,936 | 0.29% | 315 | Shares | 2026-09-04 | |
| Small BROWN, LISLE/CUMMINGS, INC. SDY | $26,022 | 0.16% | 171 | Shares | 2026-09-02 |