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 1,337 institutions that hold shares in the stock, with a total of 71 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 |
---|---|---|---|---|---|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,832
shares
|
$673,145
0.0% of portfolio
|
Q4 2022
Reduced 3.86%
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
4,800
shares
|
$668,688
0.02% of portfolio
|
Q4 2021
Reduced 76.59%
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
4,786
shares
|
$666,737
0.19% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
4,727
shares
|
$658,518
0.03% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
4,719
shares
|
$657,403
0.02% of portfolio
|
Q2 2025
New holding
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
4,718
shares
|
$657,264
0.02% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
4,713
shares
|
$656,568
0.08% of portfolio
|
Q2 2025
Added 217.37%
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
4,702
shares
|
$655,035
0.39% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
4,667
shares
|
$650,159
0.03% of portfolio
|
Q2 2025
Reduced 28.01%
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
4,654
shares
|
$648,348
0.28% of portfolio
|
Q4 2024
Added 12.2%
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
4,649
shares
|
$647,652
0.01% of portfolio
|
Q1 2025
Added 1.95%
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
4,642
shares
|
$646,677
0.04% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
4,637
shares
|
$645,980
0.02% of portfolio
|
Q1 2025
Reduced 17.15%
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
4,622
shares
|
$643,890
0.06% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,620
shares
|
$643,612
0.11% of portfolio
|
Q2 2025
Added 0.65%
|
|
Kwmg, LLC
|
Oct 08, 2025 Q3 2025 |
4,619
shares
|
$643,472
0.06% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
Berkeley, Inc
Boise, ID |
Aug 11, 2025 Q2 2025 |
4,607
shares
|
$641,801
0.22% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
4,606
shares
|
$641,661
0.33% of portfolio
|
Q2 2025
Reduced 21.83%
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
4,600
shares
|
$640,826
0.03% of portfolio
|
Q2 2023
Added 64.29%
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
4,580
shares
|
$638,039
0.08% of portfolio
|
Q1 2025
Added 4.81%
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
4,557
shares
|
$634,835
0.11% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Aug 01, 2025 Q2 2025 |
4,542
shares
|
$632,746
0.26% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Aug 14, 2025 Q2 2025 |
4,539
shares
|
$632,328
0.23% of portfolio
|
Q2 2025
Added 0.11%
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
4,538
shares
|
$632,188
0.01% of portfolio
|
Q4 2022
Reduced 2.87%
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
4,529
shares
|
$630,934
0.07% of portfolio
|
Q2 2025
New holding
|