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 |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
514,569
shares
|
$71.4 Million
1.31% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
492,188
shares
|
$68.3 Million
0.06% of portfolio
|
Q2 2025
Added 6.03%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
482,267
shares
|
$66.9 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
462,243
shares
|
$64.2 Million
0.14% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
447,623
shares
|
$62.1 Million
0.06% of portfolio
|
Q2 2025
Added 116.15%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
416,482
shares
|
$57.8 Million
0.16% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
413,123
shares
|
$57.3 Million
9.86% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
381,284
shares
|
$52.9 Million
0.04% of portfolio
|
Q2 2025
Added 14.97%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
374,733
shares
|
$52 Million
0.09% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
358,708
shares
|
$49.8 Million
3.72% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
341,388
shares
|
$47.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
286,592
shares
|
$39.8 Million
6.58% of portfolio
|
Q2 2025
Reduced 22.2%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
283,959
shares
|
$39.4 Million
1.81% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
280,059
shares
|
$38.9 Million
0.55% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
279,737
shares
|
$38.8 Million
7.75% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
278,925
shares
|
$38.7 Million
0.46% of portfolio
|
Q2 2025
Reduced 14.55%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Aug 14, 2025 Q2 2025 |
247,496
shares
|
$34.4 Million
0.76% of portfolio
|
Q1 2025
Added 12.98%
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
238,116
shares
|
$33.1 Million
8.35% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
237,779
shares
|
$33 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
231,045
shares
|
$32.1 Million
0.07% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
226,252
shares
|
$31.4 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
215,448
shares
|
$29.9 Million
0.04% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
206,183
shares
|
$28.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
205,607
shares
|
$28.5 Million
0.3% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
205,196
shares
|
$28.5 Million
0.27% of portfolio
|
Q2 2025
Reduced 41.28%
|