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 |
|---|---|---|---|---|---|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
17,822
shares
|
$2.47 Million
0.19% of portfolio
|
Q2 2025
Reduced 47.95%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
17,796
shares
|
$2.47 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
17,781
shares
|
$2.47 Million
1.34% of portfolio
|
Q2 2022
Reduced 0.37%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
17,452
shares
|
$2.42 Million
0.19% of portfolio
|
Q1 2025
Reduced 25.04%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
17,381
shares
|
$2.41 Million
0.33% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
17,358
shares
|
$2.41 Million
0.05% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
17,328
shares
|
$2.41 Million
0.53% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
17,151
shares
|
$2.38 Million
0.08% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
16,867
shares
|
$2.34 Million
0.0% of portfolio
|
Q2 2025
Added 212.93%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
16,360
shares
|
$2.27 Million
0.06% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
16,291
shares
|
$2.26 Million
0.1% of portfolio
|
Q2 2025
Added 390.25%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Aug 06, 2025 Q2 2025 |
16,269
shares
|
$2.26 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
16,227
shares
|
$2.25 Million
0.31% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
16,169
shares
|
$2.24 Million
0.19% of portfolio
|
Q2 2025
Added 113.37%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
16,169
shares
|
$2.24 Million
0.37% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
16,105
shares
|
$2.24 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
16,105
shares
|
$2.24 Million
0.92% of portfolio
|
Q2 2025
Reduced 52.44%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
15,960
shares
|
$2.22 Million
0.1% of portfolio
|
Q2 2025
Added 11.75%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Aug 13, 2025 Q2 2025 |
15,896
shares
|
$2.21 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
15,793
shares
|
$2.19 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
15,716
shares
|
$2.18 Million
0.19% of portfolio
|
Q4 2022
Added 5.8%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
15,613
shares
|
$2.17 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
15,564
shares
|
$2.16 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
15,561
shares
|
$2.16 Million
0.08% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
15,509
shares
|
$2.15 Million
0.81% of portfolio
|
Q3 2024
Reduced 10.84%
|