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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

State Street SPDR S&P Dividend ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
13,825
Value (USD)
$1,875,712
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SDY fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SDY fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

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.

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