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 |
|---|---|---|---|---|---|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
7,656
shares
|
$1.06 Million
0.06% of portfolio
|
Q2 2025
Reduced 25.65%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
7,644
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
7,644
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2025
Reduced 14.73%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
7,618
shares
|
$1.06 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
7,571
shares
|
$1.05 Million
0.13% of portfolio
|
Q2 2024
Reduced 34.18%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
7,497
shares
|
$1.04 Million
0.04% of portfolio
|
Q2 2025
Added 21.39%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
7,298
shares
|
$1.01 Million
0.05% of portfolio
|
Q2 2025
Added 15.11%
|
|
|
Mas Advisors LLC
Miami, FL |
Jul 22, 2025 Q2 2025 |
7,294
shares
|
$1.01 Million
1.67% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Aug 14, 2025 Q2 2025 |
7,290
shares
|
$1.01 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
7,185
shares
|
$997,278
0.68% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Cambridge Capital Management, LLC
O'fallon, IL |
Jul 30, 2025 Q2 2025 |
7,160
shares
|
$993,808
0.52% of portfolio
|
Q1 2025
Added 12.89%
|
|
|
Curbstone Financial Management Corp
|
Jul 29, 2025 Q2 2025 |
7,150
shares
|
$992,420
0.2% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
7,092
shares
|
$984,369
0.06% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
7,080
shares
|
$982,704
0.06% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
7,058
shares
|
$979,650
0.16% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
7,035
shares
|
$976,458
0.1% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
7,000
shares
|
$971,600
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
6,941
shares
|
$963,410
0.49% of portfolio
|
Q4 2023
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
6,924
shares
|
$961,051
0.08% of portfolio
|
Q2 2025
Reduced 7.43%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
6,912
shares
|
$959,385
0.03% of portfolio
|
Q2 2025
Added 15.59%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
6,892
shares
|
$956,609
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
6,862
shares
|
$952,445
0.07% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
6,838
shares
|
$949,114
0.04% of portfolio
|
Q2 2025
Reduced 26.42%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
6,807
shares
|
$944,811
0.07% of portfolio
|
Q3 2022
Added 269.95%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
6,790
shares
|
$942,452
0.0% of portfolio
|
Q2 2025
Reduced 1.29%
|