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 1,333 institutions that hold shares in the stock, with a total of 70.8 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 |
|---|---|---|---|---|---|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
4,248
shares
|
$591,788
0.02% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
4,217
shares
|
$587,470
0.36% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
4,208
shares
|
$586,216
0.04% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
4,206
shares
|
$585,937
0.02% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
4,200
shares
|
$585,102
0.11% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
4,185
shares
|
$583,012
0.26% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
4,178
shares
|
$582,037
0.02% of portfolio
|
Q1 2025
Reduced 19.95%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
4,155
shares
|
$578,833
0.09% of portfolio
|
Q3 2025
Reduced 20.1%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
4,154
shares
|
$578,693
0.14% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
4,121
shares
|
$574,096
0.01% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
4,108
shares
|
$572,285
0.19% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,103
shares
|
$571,588
0.03% of portfolio
|
Q4 2023
Reduced 2.52%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
4,075
shares
|
$567,688
0.02% of portfolio
|
Q2 2025
Reduced 63.37%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
4,069
shares
|
$566,852
0.04% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 14, 2025 Q3 2025 |
4,064
shares
|
$566,155
0.06% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
4,040
shares
|
$562,812
0.04% of portfolio
|
Q2 2025
Reduced 16.01%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
4,034
shares
|
$561,976
0.2% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
4,029
shares
|
$561,279
0.11% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
4,025
shares
|
$560,722
0.22% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
4,016
shares
|
$559,468
0.02% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Oct 08, 2025 Q3 2025 |
4,003
shares
|
$557,657
0.24% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
4,000
shares
|
$557,240
0.06% of portfolio
|
Q2 2025
Added 73.91%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,959
shares
|
$551,528
0.3% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,959
shares
|
$551,528
0.01% of portfolio
|
Q4 2023
Reduced 6.93%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
3,941
shares
|
$549,020
0.49% of portfolio
|
Q3 2025
Added 0.61%
|