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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
23,749
shares
|
$3.3 Million
0.08% of portfolio
|
Q2 2025
Added 7.87%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
23,638
shares
|
$3.28 Million
1.54% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
23,637
shares
|
$3.28 Million
0.06% of portfolio
|
Q2 2025
Added 35.46%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
23,461
shares
|
$3.26 Million
0.69% of portfolio
|
Q2 2025
Reduced 20.04%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
23,371
shares
|
$3.24 Million
0.1% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
23,300
shares
|
$3.23 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
23,217
shares
|
$3.22 Million
0.18% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Treasure Coast Financial Planning
|
Aug 14, 2025 Q2 2025 |
23,008
shares
|
$3.19 Million
1.85% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
22,734
shares
|
$3.16 Million
0.24% of portfolio
|
Q2 2025
Reduced 16.65%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
22,539
shares
|
$3.13 Million
0.45% of portfolio
|
Q2 2025
Reduced 15.95%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
22,373
shares
|
$3.11 Million
0.45% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
22,286
shares
|
$3.09 Million
0.03% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
22,283
shares
|
$3.09 Million
1.47% of portfolio
|
Q4 2022
Reduced 0.1%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
21,934
shares
|
$3.04 Million
0.09% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
21,900
shares
|
$3.04 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
21,793
shares
|
$3.02 Million
0.05% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
21,719
shares
|
$3.01 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
21,689
shares
|
$3.01 Million
0.69% of portfolio
|
Q4 2022
Added 12.66%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
21,685
shares
|
$3.01 Million
0.0% of portfolio
|
Q2 2025
Added 85.41%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
21,636
shares
|
$3 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
21,548
shares
|
$2.99 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Aug 15, 2025 Q2 2025 |
21,272
shares
|
$2.95 Million
2.52% of portfolio
|
Q2 2025
Reduced 22.85%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
21,218
shares
|
$2.95 Million
0.06% of portfolio
|
Q2 2025
Reduced 15.65%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
21,169
shares
|
$2.94 Million
0.42% of portfolio
|
Q2 2025
Added 11.43%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
21,144
shares
|
$2.93 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.05%
|