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 |
|---|---|---|---|---|---|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
9,863
shares
|
$1.37 Million
0.05% of portfolio
|
Q2 2025
Added 8.12%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
9,842
shares
|
$1.37 Million
0.69% of portfolio
|
Q1 2024
Reduced 9.84%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
9,830
shares
|
$1.36 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
9,749
shares
|
$1.35 Million
0.04% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
9,680
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
9,643
shares
|
$1.34 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
9,623
shares
|
$1.34 Million
0.86% of portfolio
|
Q2 2025
Added 19.81%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
9,607
shares
|
$1.33 Million
1.05% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
9,560
shares
|
$1.33 Million
0.59% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
9,501
shares
|
$1.32 Million
0.15% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
9,476
shares
|
$1.32 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
9,471
shares
|
$1.31 Million
0.56% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
9,437
shares
|
$1.31 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
9,437
shares
|
$1.31 Million
0.36% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
9,400
shares
|
$1.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
9,389
shares
|
$1.3 Million
0.49% of portfolio
|
Q1 2022
Added 2.18%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
9,356
shares
|
$1.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
9,344
shares
|
$1.3 Million
0.03% of portfolio
|
Q2 2025
Added 20.13%
|
|
|
Mps Loria Financial Planners, LLC
|
Jul 29, 2025 Q2 2025 |
9,334
shares
|
$1.3 Million
0.38% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
9,320
shares
|
$1.29 Million
0.12% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
9,227
shares
|
$1.28 Million
1.03% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
9,219
shares
|
$1.28 Million
0.04% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
9,215
shares
|
$1.28 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
9,214
shares
|
$1.28 Million
0.63% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
9,210
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2025
Added 3.79%
|