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 |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,959
shares
|
$549,509
0.01% of portfolio
|
Q4 2023
Reduced 6.93%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
3,927
shares
|
$545,067
0.12% of portfolio
|
Q4 2023
Reduced 2.07%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
3,917
shares
|
$543,679
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
3,910
shares
|
$542,708
0.19% of portfolio
|
Q1 2023
Added 4.83%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
3,893
shares
|
$540,348
0.04% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
3,870
shares
|
$537,156
0.04% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
3,854
shares
|
$534,935
0.2% of portfolio
|
Q1 2024
Reduced 3.99%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
3,840
shares
|
$532,992
0.02% of portfolio
|
Q2 2025
Reduced 12.94%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
3,835
shares
|
$532,298
0.25% of portfolio
|
Q2 2025
Reduced 10.65%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jul 30, 2025 Q2 2025 |
3,828
shares
|
$531,326
0.35% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
3,825
shares
|
$530,910
0.14% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
3,803
shares
|
$527,856
0.05% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
3,777
shares
|
$524,247
0.06% of portfolio
|
Q2 2025
Reduced 25.39%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,766
shares
|
$522,720
0.08% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
3,765
shares
|
$522,582
0.04% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 29, 2025 Q2 2025 |
3,763
shares
|
$522,304
0.36% of portfolio
|
Q3 2024
Added 34.41%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
3,760
shares
|
$521,888
0.01% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
3,759
shares
|
$521,749
0.11% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
3,753
shares
|
$520,916
0.26% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
3,743
shares
|
$519,528
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
3,718
shares
|
$516,058
0.04% of portfolio
|
Q2 2025
Added 42.73%
|
|
|
New Hampshire Trust
Concord, NH |
Jul 31, 2025 Q2 2025 |
3,709
shares
|
$514,809
0.11% of portfolio
|
Q2 2025
Added 23.39%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,708
shares
|
$514,670
0.07% of portfolio
|
Q2 2023
Added 16.35%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
3,700
shares
|
$513,560
0.06% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
3,694
shares
|
$512,727
0.02% of portfolio
|
Q2 2025
Added 16.6%
|