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Public ownership evidence

State Street SPDR S&P Dividend ETF (SDY) Ownership Disclosures

Read SDY insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2913,825$1,875,712None
Corient Private Wealth LP2026-06-302026-08-2875,630$11,509,304None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28325$49,459None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28325$47,431None
Dakota Wealth Management2025-09-302026-08-279,476$1,327,114None
Dakota Wealth Management2025-12-312026-08-279,476$1,318,681None
Dakota Wealth Management2026-03-312026-08-279,476$1,382,928None
Financial Insights, Inc.2026-06-302026-08-261,714$260,837None
Serenity Investment Advisors2026-06-302026-08-255,738$907,063None
CARLSON FINANCIAL, INC.2026-06-302026-08-251,321$201,053None
Bernard Wealth Management Corp.2026-06-302026-08-22294$44,741None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-222,513$382,396None
Rehmann Capital Advisory Group2026-06-302026-08-211,467$223,289None
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026-06-302026-08-211,948$296,447None
Kingsview Wealth Management, LLC2026-06-302026-08-208,576$1,305,103None
Archer Investment Corp2026-06-302026-08-203,031$461,270None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-20614$93,438None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-204,216$641,589None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20150,025$22,830,789None
Beacon Pointe Advisors, LLC2026-06-302026-08-1952,509$7,990,834None
JDM Financial Group LLC2026-06-302026-08-19372$56,536None
Capasso Planning Partners LLC2026-06-302026-08-191,425$216,835None
49 WEALTH MANAGEMENT, LLC2026-06-302026-08-191,700$258,706None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-1935$5,000None
Reality Financial Planning Services, LLC2026-06-302026-08-187,310$1,112,436None
Coastal Bridge Advisors, LLC2026-06-302026-08-181,794$273,011None
Caitlin John, LLC2026-06-302026-08-181$156None
Payne Capital Management, LLC2026-06-302026-08-183,039$462,402None
Corient Private Wealth LP2026-06-302026-08-1877,257$11,756,766None
Pure Financial Advisors, LLC2026-06-302026-08-181,763$268,327None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18175,487$26,710,267None
Nalls Sherbakoff Group, LLC2026-06-302026-08-18830$126,354None
Nalls Sherbakoff Group, LLC2026-03-312026-08-182,135$311,582None
Equitable Holdings, Inc.2026-06-302026-08-18150,033$22,832,039None
BANK OZK2026-06-302026-08-1810,000$1,521,800None
BANK OZK2026-06-302026-08-181,502$228,574None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-184,880$743,000None
Legend Capital Advisors LLC2026-06-302026-08-158,634$1,313,922None
EFG International AG2026-06-302026-08-153,372$513,151None
Collaborative Capital Advisors LLC2026-06-302026-08-1510,421$1,585,868None
AMERIFLEX GROUP, INC.2026-06-302026-08-15275$41,850None
10Elms LLP2026-06-302026-08-15105$15,979None
Blueprint Financial Advisors LLC2026-06-302026-08-1525,272$3,845,893None
Synergy Investment Management, LLC2026-06-302026-08-15489$74,455None
Seneschal Advisors, LLC2026-06-302026-08-151,001$152,333None
Glen Eagle Advisors, LLC2026-06-302026-08-155,973$908,999None
Federation des caisses Desjardins du Quebec2026-06-302026-08-151,507$229,215None
Federation des caisses Desjardins du Quebec2026-06-302026-08-157,977$1,213,940None
Modern Wealth Management, LLC2026-06-302026-08-15187,544$28,540,474None
FWL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-15586$89,177None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Financial Insights, Inc. ↗Serenity Investment Advisors ↗CARLSON FINANCIAL, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.