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 1,332 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 |
|---|---|---|---|---|---|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
3,663
shares
|
$510,292
0.25% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
3,656
shares
|
$509,317
0.02% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
3,651
shares
|
$508,620
0.12% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
3,650
shares
|
$508,481
0.22% of portfolio
|
Q3 2025
Reduced 8.18%
|
|
|
Selective Wealth Management, Inc.
|
Oct 10, 2025 Q3 2025 |
3,648
shares
|
$508,202
0.17% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
3,641
shares
|
$507,227
0.21% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
3,634
shares
|
$506,252
0.27% of portfolio
|
Q4 2023
Reduced 45.35%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
3,629
shares
|
$505,555
0.16% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
3,624
shares
|
$504,859
0.34% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,600
shares
|
$501,516
0.01% of portfolio
|
Q3 2022
Added 16.47%
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
3,589
shares
|
$499,983
0.04% of portfolio
|
Q2 2025
Reduced 10.72%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,565
shares
|
$496,640
0.04% of portfolio
|
Q2 2024
Added 1205.86%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
3,554
shares
|
$495,107
0.07% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
3,552
shares
|
$494,829
0.34% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
3,501
shares
|
$487,724
0.03% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
3,500
shares
|
$487,585
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
3,500
shares
|
$487,585
0.0% of portfolio
|
Q4 2024
Reduced 41.67%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
3,498
shares
|
$487,306
0.08% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
3,489
shares
|
$486,052
0.08% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Emprise Bank
Wichita, KS |
Oct 16, 2025 Q3 2025 |
3,474
shares
|
$483,962
0.21% of portfolio
|
Q1 2025
Reduced 16.91%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
3,468
shares
|
$483,127
0.02% of portfolio
|
Q3 2025
Reduced 9.69%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
3,453
shares
|
$481,037
0.08% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,442
shares
|
$479,505
0.06% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
3,436
shares
|
$478,669
0.06% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
3,434
shares
|
$478,390
0.05% of portfolio
|
Q2 2025
Reduced 6.63%
|