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 |
|---|---|---|---|---|---|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
20,989
shares
|
$2.91 Million
0.24% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
20,826
shares
|
$2.89 Million
0.53% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
20,677
shares
|
$2.87 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
20,644
shares
|
$2.87 Million
0.08% of portfolio
|
Q2 2025
Added 10.71%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
20,472
shares
|
$2.84 Million
0.59% of portfolio
|
Q4 2022
Reduced 0.24%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
20,128
shares
|
$2.79 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
20,024
shares
|
$2.78 Million
1.55% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jul 22, 2025 Q2 2025 |
19,980
shares
|
$2.77 Million
1.28% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
19,913
shares
|
$2.76 Million
0.19% of portfolio
|
Q2 2025
Added 10.86%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
19,534
shares
|
$2.71 Million
0.04% of portfolio
|
Q2 2025
Reduced 12.47%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
19,426
shares
|
$2.7 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
19,401
shares
|
$2.69 Million
0.14% of portfolio
|
Q2 2025
Reduced 53.42%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
19,294
shares
|
$2.68 Million
0.04% of portfolio
|
Q2 2024
Added 1.9%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jul 23, 2025 Q2 2025 |
19,164
shares
|
$2.66 Million
2.5% of portfolio
|
Q2 2025
Reduced 14.27%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
19,014
shares
|
$2.64 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
18,977
shares
|
$2.63 Million
0.13% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
18,876
shares
|
$2.62 Million
0.08% of portfolio
|
Q4 2023
Reduced 3.51%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
18,806
shares
|
$2.61 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
18,535
shares
|
$2.57 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
18,263
shares
|
$2.53 Million
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
18,251
shares
|
$2.53 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Liberty One Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
18,179
shares
|
$2.52 Million
0.25% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
18,034
shares
|
$2.5 Million
0.13% of portfolio
|
Q2 2025
Added 30.8%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
17,924
shares
|
$2.49 Million
0.38% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
17,864
shares
|
$2.48 Million
0.96% of portfolio
|
Q2 2025
Added 0.07%
|