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 |
|---|---|---|---|---|---|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
14,030
shares
|
$1.95 Million
0.88% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
13,877
shares
|
$1.93 Million
0.02% of portfolio
|
Q2 2024
Reduced 9.93%
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
13,858
shares
|
$1.92 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
13,795
shares
|
$1.91 Million
0.04% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
13,765
shares
|
$1.91 Million
0.01% of portfolio
|
Q2 2025
Added 20.92%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
13,712
shares
|
$1.9 Million
0.1% of portfolio
|
Q2 2025
Added 1603.35%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
13,655
shares
|
$1.9 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
13,616
shares
|
$1.89 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
13,469
shares
|
$1.87 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Jul 15, 2025 Q2 2025 |
13,455
shares
|
$1.87 Million
1.03% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
13,442
shares
|
$1.87 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.84%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
13,403
shares
|
$1.86 Million
0.28% of portfolio
|
Q4 2022
Reduced 6.79%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 05, 2025 Q2 2025 |
13,385
shares
|
$1.86 Million
0.82% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
13,114
shares
|
$1.82 Million
0.61% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
13,028
shares
|
$1.81 Million
0.02% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
12,803
shares
|
$1.78 Million
0.01% of portfolio
|
Q2 2025
Reduced 63.21%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
12,777
shares
|
$1.77 Million
0.02% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
12,753
shares
|
$1.77 Million
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
12,739
shares
|
$1.77 Million
0.22% of portfolio
|
Q3 2023
Reduced 14.93%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
12,439
shares
|
$1.73 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
12,407
shares
|
$1.72 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
12,362
shares
|
$1.72 Million
0.21% of portfolio
|
Q2 2024
Reduced 6.86%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
12,360
shares
|
$1.72 Million
0.2% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
12,312
shares
|
$1.71 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
12,267
shares
|
$1.7 Million
0.07% of portfolio
|
Q4 2024
Reduced 9.61%
|