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 |
|---|---|---|---|---|---|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
6,188
shares
|
$858,894
0.17% of portfolio
|
Q2 2024
Reduced 3.07%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,154
shares
|
$854,175
0.01% of portfolio
|
Q2 2025
Added 13.04%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
6,150
shares
|
$853,620
0.13% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
6,150
shares
|
$853,620
0.02% of portfolio
|
Q2 2025
Added 182.5%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
6,123
shares
|
$849,872
0.05% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Jul 28, 2025 Q2 2025 |
6,090
shares
|
$845,292
0.78% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
6,085
shares
|
$844,598
0.08% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
6,078
shares
|
$843,626
0.0% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jul 21, 2025 Q2 2025 |
6,050
shares
|
$839,740
0.96% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
6,039
shares
|
$838,213
0.02% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
6,024
shares
|
$836,131
0.05% of portfolio
|
Q2 2022
Added 11.45%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Aug 01, 2025 Q2 2025 |
6,024
shares
|
$836,131
0.51% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jul 18, 2025 Q2 2025 |
6,009
shares
|
$834,049
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
6,003
shares
|
$833,216
0.13% of portfolio
|
Q2 2024
Added 15.64%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
6,001
shares
|
$832,938
0.08% of portfolio
|
Q2 2025
Reduced 42.1%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
5,997
shares
|
$832,383
0.19% of portfolio
|
Q4 2018
New holding
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
5,975
shares
|
$829,330
0.06% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
5,956
shares
|
$826,692
0.05% of portfolio
|
Q4 2023
Reduced 1.65%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
5,919
shares
|
$821,557
0.12% of portfolio
|
Q2 2025
Reduced 7.66%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
5,804
shares
|
$805,595
0.19% of portfolio
|
Q2 2025
Added 1778.32%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
5,793
shares
|
$804,068
0.24% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
5,777
shares
|
$801,847
0.02% of portfolio
|
Q2 2025
Added 90.85%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
5,759
shares
|
$799,349
0.04% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
5,736
shares
|
$796,156
0.28% of portfolio
|
Q2 2025
Reduced 7.12%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
5,730
shares
|
$795,324
0.28% of portfolio
|
Q2 2025
Reduced 11.41%
|