# State Street SPDR S&P Dividend ETF (SDY)

> Source: Nexqual · https://nexqual.com/SDY · data as of 2026-10-23 14:10 UTC · cite as "Nexqual, State Street SPDR S&P Dividend ETF (SDY), nexqual.com/SDY" · informational, not investment advice.

**Price:** USD 158.18 (-1.10% today) · US market open, as of October 23, 2026 at 14:10 UTC; quotes may be delayed. Prev close 159.94 · day 158.18–159.48 · 52w 135.3–160.29 · market cap null · PCX

## Key facts
- 1 of 80 tracked superinvestors hold SDY (13F, Q3 2026): 0 new, 1 added, 0 reduced, 0 unchanged.
- Total return with dividends: 1Y +16.4% vs S&P 500 +14.4%; 5Y +46.5% vs S&P 500 +77.0%.

## Superinvestors (SEC 13F-HR, Q3 2026)
1 of 80 tracked investors hold SDY. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| David Katz | Matrix Asset Advisors | 0.08% | $930K | Added +0.0% |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +16.4% | +46.5% |
| S&P 500 (SPY) | +14.4% | +77.0% |
| Per year | +16.4% | +7.9% |
| Volatility (annualized) | 11.2% | 13.8% |
| Max drawdown | -7.7% (Feb 2026→Mar 2026) | -14.4% (Jan 2023→Oct 2023) |

## Peers
DVY (iShares Select Dividend ETF) USD 161 -1.07% · VIG (Vanguard Div Appreciation ETF) USD 243.01 -0.86% · NOBL (ProShares S&P 500 Dividend Aris) USD 58.27 -1.14% · HDV (iShares Core High Dividend ETF) USD 30.34 -0.56% · VYM (Vanguard High Dividend Yield ET) USD 161.22 -0.85%

## More
Full page: https://nexqual.com/SDY · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Options: expected move (Cboe, 15-min delayed)

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-11-20 | 28 | 14.5% | ±3.3% |
| 2026-12-18 | 56 | 12.8% | ±4.0% |
| 2027-01-15 | 84 | 12.1% | ±4.8% |
| 2027-04-16 | 175 | 12.8% | ±7.2% |