Institutional Ownership Spdr Series Tr Spdr S&P Divide (SDY)
This table provides information about the institutional ownership of Spdr Series Tr Spdr S&P Divide (SDY). We have compiled data on the 1,338 institutions that hold shares in the stock, with a total of 71.2 Million shares, which have been reported (via 13F filing form) to have a value of $9.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
27,933
shares
|
$3.88 Million
1.78% of portfolio
|
Q2 2025
Added 12.55%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Aug 06, 2025 Q2 2025 |
27,543
shares
|
$3.82 Million
2.67% of portfolio
|
Q2 2025
Reduced 27.87%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
27,148
shares
|
$3.77 Million
0.35% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
26,972
shares
|
$3.74 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
26,968
shares
|
$3.74 Million
0.15% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
26,899
shares
|
$3.73 Million
1.12% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
26,498
shares
|
$3.68 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.57%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
26,441
shares
|
$3.67 Million
0.0% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
26,277
shares
|
$3.65 Million
2.31% of portfolio
|
Q2 2025
Added 6.6%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
26,132
shares
|
$3.63 Million
0.78% of portfolio
|
Q4 2022
Added 21.83%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
25,715
shares
|
$3.57 Million
0.97% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
25,705
shares
|
$3.57 Million
3.02% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
25,653
shares
|
$3.56 Million
0.0% of portfolio
|
Q2 2025
Added 13473.02%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
25,336
shares
|
$3.52 Million
1.14% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
25,266
shares
|
$3.51 Million
0.11% of portfolio
|
Q2 2025
Added 24.94%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
25,239
shares
|
$3.5 Million
1.52% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
25,220
shares
|
$3.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 12.42%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
25,200
shares
|
$3.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
25,051
shares
|
$3.48 Million
0.63% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
24,878
shares
|
$3.45 Million
0.02% of portfolio
|
Q4 2024
Reduced 15.7%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
24,843
shares
|
$3.45 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
24,517
shares
|
$3.4 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
24,327
shares
|
$3.38 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
24,275
shares
|
$3.37 Million
0.11% of portfolio
|
Q3 2022
Added 291.6%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Aug 12, 2025 Q2 2025 |
23,762
shares
|
$3.3 Million
1.03% of portfolio
|
Q2 2025
New holding
|