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 71.1 Million shares, which have been reported (via 13F filing form) to have a value of $9.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
15,482
shares
|
$2.15 Million
0.22% of portfolio
|
Q4 2023
Reduced 5.92%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
15,469
shares
|
$2.15 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
15,407
shares
|
$2.14 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
15,375
shares
|
$2.13 Million
0.03% of portfolio
|
Q2 2025
Added 18.33%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
15,293
shares
|
$2.12 Million
0.01% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
15,287
shares
|
$2.12 Million
0.32% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
15,244
shares
|
$2.12 Million
0.04% of portfolio
|
Q2 2025
Reduced 22.47%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
15,103
shares
|
$2.1 Million
0.14% of portfolio
|
Q4 2023
Reduced 13.39%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Aug 14, 2025 Q2 2025 |
14,962
shares
|
$2.08 Million
0.38% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
14,836
shares
|
$2.06 Million
0.07% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
14,819
shares
|
$2.06 Million
1.4% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
14,730
shares
|
$2.04 Million
0.04% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
14,574
shares
|
$2.02 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
14,569
shares
|
$2.02 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
14,547
shares
|
$2.02 Million
0.0% of portfolio
|
Q2 2025
Added 83.3%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
14,544
shares
|
$2.02 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
14,514
shares
|
$2.01 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
14,506
shares
|
$2.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 37.36%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
14,407
shares
|
$2 Million
0.98% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
14,255
shares
|
$1.98 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
14,240
shares
|
$1.98 Million
0.38% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
14,122
shares
|
$1.96 Million
0.09% of portfolio
|
Q2 2025
Reduced 15.83%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
14,116
shares
|
$1.96 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
14,060
shares
|
$1.95 Million
0.0% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
14,035
shares
|
$1.95 Million
0.45% of portfolio
|
Q2 2025
Added 0.06%
|