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 71.2 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 |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
202,773
shares
|
$28.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
202,325
shares
|
$28.1 Million
5.66% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
200,793
shares
|
$27.9 Million
0.22% of portfolio
|
Q2 2025
Added 19.61%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
195,246
shares
|
$27.1 Million
1.47% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
193,984
shares
|
$26.9 Million
0.34% of portfolio
|
Q3 2023
Reduced 5.38%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
189,852
shares
|
$26.4 Million
3.09% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
187,705
shares
|
$26.1 Million
0.34% of portfolio
|
Q2 2025
Added 851.37%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
185,217
shares
|
$25.7 Million
16.79% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
182,039
shares
|
$25.3 Million
3.47% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
173,690
shares
|
$24.1 Million
0.83% of portfolio
|
Q3 2022
Added 71.12%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
171,313
shares
|
$23.8 Million
8.66% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
167,863
shares
|
$23.3 Million
0.12% of portfolio
|
Q2 2025
Added 13.11%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
166,400
shares
|
$23.1 Million
0.15% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
163,402
shares
|
$22.7 Million
1.09% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
163,284
shares
|
$22.7 Million
0.03% of portfolio
|
Q2 2025
Added 82.9%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
159,493
shares
|
$22.1 Million
0.11% of portfolio
|
Q2 2025
Reduced 32.23%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
156,359
shares
|
$21.7 Million
0.18% of portfolio
|
Q2 2025
Reduced 15.72%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
146,498
shares
|
$20.3 Million
2.45% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
141,762
shares
|
$19.7 Million
0.04% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
125,602
shares
|
$17.4 Million
5.84% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
117,933
shares
|
$16.4 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
116,784
shares
|
$16.2 Million
0.14% of portfolio
|
Q2 2025
Added 7.99%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
116,618
shares
|
$16.2 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
112,866
shares
|
$15.7 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
110,033
shares
|
$15.3 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.28%
|