Who owns SDY?
State Street SPDR S&P Dividend ETF · State Street
1,243 institutions reported holding SDY, worth $9.7B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SDY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $1.1B | 7,153,445 | −165,965 shares |
| Morgan Stanley | New York, NY | $746.6M | 4,906,331 | +56,490 shares |
| LPL Financial LLC | Fort Mill, SC | $462.7M | 3,040,750 | +42,626 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $455.0M | 2,990,179 | −69,361 shares |
| Joel Isaacson & Co., LLC | New York, NY | $440.5M | 2,894,421 | +47,400 shares |
| Wells Fargo & Company | San Francisco, CA | $347.2M | 2,281,758 | +81,909 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $310.3M | 2,039,089 | +17,405 shares |
| UBS Group AG | Zurich, Switzerland | $254.8M | 1,674,173 | +67 shares |
| JPMorgan Chase & Co | New York, NY | $210.9M | 1,380,453 | −18,955 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $196.6M | 1,292,475 | −40,267 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SDY?
1,243 institutional managers reported holding SDY in Form 13F filings for June 30, 2026, worth $9.7B in total. The largest reported position was held by Bank of America Corp., at $1.1B.
Did institutions buy or sell SDY last quarter?
Reported 13F value rose 7.7% from March 31, 2026, which includes price moves as well as buying and selling. 92 firms reported a new position and 52 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SDY ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.