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 |
|---|---|---|---|---|---|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
9,209
shares
|
$1.28 Million
0.05% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
9,188
shares
|
$1.28 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
9,163
shares
|
$1.27 Million
0.09% of portfolio
|
Q3 2023
Reduced 18.14%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,154
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2023
Added 6.86%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
9,154
shares
|
$1.27 Million
0.51% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
9,134
shares
|
$1.27 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jul 28, 2025 Q2 2025 |
9,131
shares
|
$1.27 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
9,060
shares
|
$1.26 Million
0.09% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
9,021
shares
|
$1.25 Million
0.06% of portfolio
|
Q2 2025
Reduced 38.89%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
9,008
shares
|
$1.25 Million
0.34% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
9,005
shares
|
$1.25 Million
0.14% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
8,988
shares
|
$1.25 Million
0.67% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
8,984
shares
|
$1.25 Million
0.62% of portfolio
|
Q4 2023
Added 0.57%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
8,946
shares
|
$1.24 Million
0.34% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
8,899
shares
|
$1.24 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jul 22, 2025 Q2 2025 |
8,837
shares
|
$1.23 Million
0.62% of portfolio
|
Q2 2025
Added 11.9%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jul 11, 2025 Q2 2025 |
8,830
shares
|
$1.23 Million
0.37% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
8,795
shares
|
$1.22 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Blue Fin Capital, Inc.
|
Aug 13, 2025 Q2 2025 |
8,716
shares
|
$1.21 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Aug 14, 2025 Q2 2025 |
8,693
shares
|
$1.21 Million
0.5% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
8,675
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jul 09, 2025 Q2 2025 |
8,573
shares
|
$1.19 Million
0.73% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jul 24, 2025 Q2 2025 |
8,516
shares
|
$1.18 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
8,466
shares
|
$1.18 Million
0.04% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
8,457
shares
|
$1.17 Million
0.65% of portfolio
|
Q2 2025
Added 17.57%
|