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 |
|---|---|---|---|---|---|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,877
shares
|
$676,927
0.24% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
4,866
shares
|
$675,400
0.07% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,851
shares
|
$673,318
0.02% of portfolio
|
Q1 2024
Added 22.04%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,832
shares
|
$670,681
0.0% of portfolio
|
Q4 2022
Reduced 3.86%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
4,810
shares
|
$667,628
0.05% of portfolio
|
Q1 2025
Added 20.55%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
4,800
shares
|
$666,240
0.02% of portfolio
|
Q4 2021
Reduced 76.59%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
4,790
shares
|
$664,852
0.21% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
4,737
shares
|
$657,495
0.42% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
4,727
shares
|
$656,107
0.03% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
4,719
shares
|
$654,997
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
4,718
shares
|
$654,858
0.02% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
4,713
shares
|
$654,164
0.08% of portfolio
|
Q2 2025
Added 217.37%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
4,667
shares
|
$647,779
0.03% of portfolio
|
Q2 2025
Reduced 28.01%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
4,654
shares
|
$645,975
0.28% of portfolio
|
Q4 2024
Added 12.2%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
4,649
shares
|
$645,281
0.01% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
4,642
shares
|
$644,309
0.04% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
4,637
shares
|
$643,615
0.02% of portfolio
|
Q1 2025
Reduced 17.15%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
4,622
shares
|
$641,533
0.06% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,620
shares
|
$641,256
0.11% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
4,619
shares
|
$641,117
0.06% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Berkeley, Inc
Boise, ID |
Aug 11, 2025 Q2 2025 |
4,607
shares
|
$639,451
0.22% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
4,606
shares
|
$639,312
0.33% of portfolio
|
Q2 2025
Reduced 21.83%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
4,600
shares
|
$638,480
0.03% of portfolio
|
Q2 2023
Added 64.29%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
4,580
shares
|
$635,704
0.08% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Aug 01, 2025 Q2 2025 |
4,542
shares
|
$630,429
0.26% of portfolio
|
Q1 2025
Reduced 5.55%
|