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 Wealth Advisors, LLC
Fresno, CA |
Aug 14, 2025 Q2 2025 |
4,539
shares
|
$630,013
0.23% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
4,538
shares
|
$629,874
0.01% of portfolio
|
Q4 2022
Reduced 2.87%
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
4,529
shares
|
$628,625
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
4,527
shares
|
$628,347
0.11% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
4,524
shares
|
$627,931
0.11% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
4,520
shares
|
$627,376
1.7% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
4,499
shares
|
$624,461
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
4,485
shares
|
$622,518
0.03% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
4,463
shares
|
$619,464
0.11% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
4,460
shares
|
$619,048
0.19% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
4,460
shares
|
$619,048
0.51% of portfolio
|
Q1 2025
Reduced 36.33%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
4,444
shares
|
$616,827
0.01% of portfolio
|
Q2 2025
Added 55.88%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
4,435
shares
|
$615,578
0.06% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
4,433
shares
|
$615,300
0.19% of portfolio
|
Q2 2025
Reduced 26.47%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
4,422
shares
|
$613,773
0.03% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
4,419
shares
|
$613,357
0.05% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
4,405
shares
|
$611,414
0.07% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
4,404
shares
|
$611,275
0.01% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,396
shares
|
$610,164
0.05% of portfolio
|
Q4 2023
Reduced 9.45%
|
|
|
Hilton Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
4,390
shares
|
$609,332
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
4,384
shares
|
$608,499
0.41% of portfolio
|
Q2 2025
Added 102.87%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
4,380
shares
|
$607,944
0.57% of portfolio
|
Q4 2022
Reduced 2.52%
|
|
|
Martin Capital Partners, LLC
|
Jul 08, 2025 Q2 2025 |
4,346
shares
|
$603,224
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
4,315
shares
|
$598,922
0.09% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
4,314
shares
|
$598,783
0.03% of portfolio
|
Q2 2025
Reduced 2.82%
|