SDY · Insider trading · 13F holders · Congress trades
WF 10 (Wells Fargo Financial) SPdR S&P dividend ETF (SDY)
Who is buying and selling SDY: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 189
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 12
SDY at a glance
- No open-market insider purchases or sales of SDY were filed in the last 90 days.
- 189 13F filers hold SDY among their 50 largest positions, worth $2.3B combined. The biggest bets by portfolio weight are Joel Isaacson & Co., LLC (12.8%), Elk River Wealth Management LLC (9.0%) and Kitching Partners, LLC (8.7%). In their latest 13Fs, 1 manager opened a new position and 17 added to one.
- Members of Congress have disclosed 22 SDY trades since 2014, 9 purchases and 3 sales in the past year; the latest was K. Michael Conaway (R-TX), buying $15K–50K on Aug 10, 2020.
- SDY last closed at $160.82 on Oct 30, 2026.
SDY insider trading
No open-market insider purchases or sales of SDY were filed in the last 90 days.
Who owns SDY? Hedge funds and superinvestors
189 13F filers hold SDY among their 50 largest positions, worth $2.3B combined. The biggest bets by portfolio weight are Joel Isaacson & Co., LLC (12.8%), Elk River Wealth Management LLC (9.0%) and Kitching Partners, LLC (8.7%). In their latest 13Fs, 1 manager opened a new position and 17 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Joel Isaacson & Co., LLCWealth manager | 12.8% | $440.5M | 2,894,421 | +1.7% shares | Q2 2026 |
| Richard Bernstein Advisors LLCHedge fund | 4.8% | $166.3M | 1,139,462 | +11.9% shares | Q1 2026 |
| MAI Capital ManagementWealth manager | 0.6% | $152.6M | 1,002,472 | +1.0% shares | Q2 2026 |
| Pathstone Holdings, LLCWealth manager | 0.4% | $120.7M | 793,377 | +1.4% shares | Q2 2026 |
| Destination Wealth ManagementWealth manager | 2.3% | $96.6M | 635,081 | +0.9% shares | Q2 2026 |
| Coldstream Capital Management IncWealth manager | 1.2% | $94.1M | 618,230 | — | Q2 2026 |
| Capital Investment Advisors, LLCWealth manager | 0.9% | $71.2M | 485,966 | -1.1% shares | Q3 2026 |
| 1st Source BankBank & trust | 2.9% | $64.7M | 424,880 | -5.6% shares | Q2 2026 |
| J.Safra Asset Management CorpWealth manager | 2.6% | $57.5M | 378,030 | +2.6% shares | Q2 2026 |
| Elk River Wealth Management LLCWealth manager | 9.0% | $56.5M | 371,018 | -12.2% shares | Q2 2026 |
| AlphaCore Capital LLCWealth manager | 1.0% | $56.1M | 368,674 | — | Q2 2026 |
| Legacy Financial Group LLCWealth manager | 6.1% | $53.8M | 353,819 | +21.4% shares | Q2 2026 |
| Marino, Stram & Associates LLCWealth manager | 6.3% | $40.8M | 278,682 | -0.4% shares | Q3 2026 |
| Wolff Financial Management LLCWealth manager | 7.9% | $38.9M | 265,610 | +0.9% shares | Q3 2026 |
| Linscomb Wealth, Inc.Wealth manager | 1.6% | $36.8M | 242,037 | -5.8% shares | Q2 2026 |
| NWF Advisory Services Inc.Wealth manager | 2.5% | $27.3M | 186,599 | +1.5% shares | Q3 2026 |
| Klingman & Associates, LLCWealth manager | 1.1% | $27.2M | 185,632 | -0.9% shares | Q3 2026 |
| Graves Light Lenhart Wealth, Inc.Wealth manager | 2.5% | $26.5M | 180,803 | -0.4% shares | Q3 2026 |
| Jackson, Grant Investment Advisers, Inc.Wealth manager | 8.0% | $25.9M | 170,164 | -3.0% shares | Q2 2026 |
| Regent Peak Wealth Advisors LLCWealth manager | 4.1% | $23.9M | 163,302 | +6.3% shares | Q3 2026 |
| Capital Advisors, Ltd. LLCInstitutional asset manager | 2.1% | $21.0M | 143,579 | -1.3% shares | Q3 2026 |
| TigerOak Management, L.L.C.Investment manager | 4.8% | $18.4M | 125,732 | +1.2% shares | Q3 2026 |
| Hubbell Strickland Wealth Management, LLCWealth manager | 5.6% | $15.6M | 106,454 | +0.8% shares | Q3 2026 |
| Sard Wealth Management Group, LLCWealth manager | 6.0% | $14.9M | 101,521 | +1.6% shares | Q3 2026 |
| Prosperity Consulting Group, LLCWealth manager | 0.6% | $14.7M | 96,333 | -1.1% shares | Q2 2026 |
| MSH Capital Advisors LLCWealth manager | 2.5% | $14.1M | 92,839 | +1.3% shares | Q2 2026 |
| Fund Evaluation Group, LLCInstitutional asset manager | 0.4% | $13.6M | 89,489 | +0.0% shares | Q2 2026 |
| CRA Financial Services, LLCWealth manager | 1.4% | $13.1M | 89,444 | -2.6% shares | Q3 2026 |
| Nbt Bank, N.A.Bank & trust | 0.8% | $11.9M | 81,028 | -0.1% shares | Q3 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.Asset manager | 1.3% | $11.2M | 73,315 | -10.8% shares | Q2 2026 |
The 30 largest of 189 positions, by value. Each manager counts with its latest 13F (Q3 2026: 86, Q2 2026: 97, Q1 2026: 6). Screen SDY in the grand portfolio →
SDY stock trades by members of Congress
Members of Congress have disclosed 22 SDY trades since 2014, 9 purchases and 3 sales in the past year; the latest was K. Michael Conaway (R-TX), buying $15K–50K on Aug 10, 2020.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Sep 8, 2020 | K. Michael ConawayR-TX · House | Buy | $15K–50K | Aug 10, 2020 | +64.5% |
| Sep 8, 2020 | K. Michael ConawayR-TX · House | Buy | $15K–50K | Aug 10, 2020 | +64.5% |
| Apr 6, 2020 | K. Michael ConawayR-TX · House | Sale | $100K–250K | Mar 11, 2020 | +82.8% |
| Apr 6, 2020 | K. Michael ConawayR-TX · House | Sale | $50K–100K | Mar 11, 2020 | +82.8% |
| Apr 6, 2020 | K. Michael ConawayR-TX · House | Sale | $15K–50K | Mar 11, 2020 | +82.8% |
| Apr 6, 2020 | K. Michael ConawayR-TX · House | Exchange | $50K–100K | Feb 24, 2020 | +52.7% |
| Apr 6, 2020 | K. Michael ConawayR-TX · House | Exchange | $50K–100K | Feb 24, 2020 | +52.7% |
| Mar 10, 2020 | K. Michael ConawayR-TX · House | Buy | $15K–50K | Feb 10, 2020 | +49.3% |
| Feb 7, 2020 | K. Michael ConawayR-TX · House | Buy | $15K–50K | Dec 3, 2019 | +53.3% |
| Dec 16, 2019 | K. Michael ConawayR-TX · House | Buy | $15K–50K | Nov 7, 2019 | +51.5% |
| Nov 12, 2019 | K. Michael ConawayR-TX · House | Buy | $50K–100K | Oct 21, 2019 | +54.8% |
| Nov 12, 2019 | K. Michael ConawayR-TX · House | Buy | $50K–100K | Oct 21, 2019 | +54.8% |
| Nov 12, 2019 | K. Michael ConawayR-TX · House | Buy | $15K–50K | Oct 21, 2019 | +54.8% |
| Nov 12, 2019 | K. Michael ConawayR-TX · House | Buy | $1K–15K | Oct 10, 2019 | +60.5% |
| Mar 16, 2019 | Hakeem S. JeffriesD-NY · House | Sale | $1K–15K | Feb 12, 2019 | +65.0% |
| Apr 15, 2016 | Lou BarlettaR-PA · House | Sale | $15K–50K | Apr 23, 2015 | +103.6% |
| Feb 22, 2016 | Lou BarlettaR-PA · House | Sale | $1K–15K | Feb 18, 2016 | +117.1% |
| Feb 1, 2016 | Lou BarlettaR-PA · House | Buy | $1K–15K | Jan 29, 2016 | +122.8% |
| Aug 24, 2015 | Patrick J. ToomeyR-PA · Senate | Buy | $15K–50K | Sep 2, 2014 | +109.0% |
| Feb 4, 2015 | David E. PriceD-NC · House | Buy | $1K–15K | Jan 26, 2015 | +103.8% |
5 members have traded SDY: K. Michael Conaway, Hakeem S. Jeffries, Lou Barletta, Patrick J. Toomey, David E. Price.
SDY questions and answers
Are insiders buying SDY stock?
No open-market insider purchases or sales of SDY were filed in the last 90 days.
Which hedge funds own SDY?
189 13F filers hold SDY among their 50 largest positions, worth $2.3B combined. The biggest bets by portfolio weight are Joel Isaacson & Co., LLC (12.8%), Elk River Wealth Management LLC (9.0%) and Kitching Partners, LLC (8.7%). In their latest 13Fs, 1 manager opened a new position and 17 added to one.
Has Congress traded SDY?
Members of Congress have disclosed 22 SDY trades since 2014, 9 purchases and 3 sales in the past year; the latest was K. Michael Conaway (R-TX), buying $15K–50K on Aug 10, 2020.
Who is the largest holder of SDY?
Among 13F filers, Joel Isaacson & Co., LLC reports the largest SDY position, $440.5M (2,894,421 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Joel Isaacson & Co., LLC's: 12.8% of its portfolio.
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