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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
5,711
shares
|
$792,686
0.01% of portfolio
|
Q2 2025
Reduced 35.85%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
5,684
shares
|
$788,939
0.03% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
5,662
shares
|
$785,885
0.05% of portfolio
|
Q1 2025
Reduced 25.1%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
5,654
shares
|
$784,775
0.03% of portfolio
|
Q2 2025
Reduced 8.84%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
5,636
shares
|
$782,276
0.34% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
5,629
shares
|
$781,305
0.35% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
5,622
shares
|
$780,333
0.3% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
5,616
shares
|
$779,500
0.04% of portfolio
|
Q2 2025
Reduced 28.19%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
5,608
shares
|
$778,390
0.16% of portfolio
|
Q1 2025
Reduced 14.53%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
5,595
shares
|
$776,586
0.0% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
5,594
shares
|
$776,447
0.46% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,579
shares
|
$774,365
0.14% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
5,537
shares
|
$768,535
0.65% of portfolio
|
Q2 2025
Reduced 15.27%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
5,535
shares
|
$768,258
0.34% of portfolio
|
Q1 2025
Added 8.25%
|
|
|
Addison Capital CO
|
Aug 11, 2025 Q2 2025 |
5,518
shares
|
$765,898
0.28% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
5,500
shares
|
$763,400
0.18% of portfolio
|
Q1 2020
Reduced 11.02%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
5,497
shares
|
$762,983
0.02% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
5,470
shares
|
$759,236
0.06% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
5,456
shares
|
$757,292
0.05% of portfolio
|
Q4 2023
Added 6.83%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,440
shares
|
$755,072
0.05% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
5,402
shares
|
$749,797
0.09% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
5,390
shares
|
$748,132
0.04% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
5,388
shares
|
$747,854
0.02% of portfolio
|
Q2 2025
Added 9.62%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
5,370
shares
|
$745,356
0.25% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
5,370
shares
|
$745,356
0.26% of portfolio
|
Q4 2022
New holding
|