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 |
|---|---|---|---|---|---|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
6,767
shares
|
$939,259
0.08% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
6,752
shares
|
$937,177
0.14% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
6,736
shares
|
$934,956
0.1% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
6,736
shares
|
$934,956
0.02% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,689
shares
|
$928,433
0.17% of portfolio
|
Q3 2022
Added 2.81%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
6,689
shares
|
$928,433
0.0% of portfolio
|
Q2 2025
Added 58.7%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
6,663
shares
|
$924,824
0.06% of portfolio
|
Q2 2025
Reduced 19.93%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
6,604
shares
|
$916,635
0.19% of portfolio
|
Q2 2023
Reduced 4.28%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
6,575
shares
|
$912,610
0.11% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
6,539
shares
|
$907,613
0.07% of portfolio
|
Q2 2025
Reduced 33.77%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,537
shares
|
$907,335
0.06% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
6,518
shares
|
$904,698
0.01% of portfolio
|
Q2 2025
Added 15.75%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
6,500
shares
|
$902,200
0.24% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
6,472
shares
|
$898,313
0.07% of portfolio
|
Q2 2025
Reduced 91.52%
|
|
|
Greenhouse Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,455
shares
|
$895,954
0.57% of portfolio
|
Q2 2025
Added 131.69%
|
|
|
Peoples Bank
|
Jul 22, 2025 Q2 2025 |
6,401
shares
|
$888,458
0.54% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
6,400
shares
|
$888,320
0.07% of portfolio
|
Q2 2022
Added 192.24%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
6,392
shares
|
$887,209
0.17% of portfolio
|
Q2 2025
Reduced 9.87%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
6,336
shares
|
$879,436
0.03% of portfolio
|
Q2 2025
Reduced 9.5%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
6,322
shares
|
$877,493
0.02% of portfolio
|
Q1 2025
Added 12.67%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
6,316
shares
|
$876,660
0.05% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
6,304
shares
|
$874,995
0.01% of portfolio
|
Q2 2025
Added 15.31%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
6,256
shares
|
$868,332
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
6,213
shares
|
$862,364
0.02% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
6,198
shares
|
$860,282
0.34% of portfolio
|
Q2 2025
Added 0.29%
|