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 |
|---|---|---|---|---|---|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
3,694
shares
|
$512,727
0.02% of portfolio
|
Q2 2025
Reduced 10.51%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
3,687
shares
|
$511,755
0.06% of portfolio
|
Q4 2023
Added 0.79%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
3,677
shares
|
$510,367
0.01% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
3,666
shares
|
$508,840
0.18% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
3,663
shares
|
$508,424
0.25% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
3,656
shares
|
$507,452
0.02% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
3,651
shares
|
$506,758
0.12% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
3,641
shares
|
$505,370
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
3,641
shares
|
$505,370
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
|
$504,399
0.27% of portfolio
|
Q4 2023
Reduced 45.35%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
3,629
shares
|
$503,705
0.17% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
3,624
shares
|
$503,011
0.34% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,600
shares
|
$499,680
0.01% of portfolio
|
Q3 2022
Added 16.47%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
3,589
shares
|
$498,153
0.04% of portfolio
|
Q2 2025
Reduced 10.72%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
3,587
shares
|
$497,875
0.37% of portfolio
|
Q2 2025
Reduced 45.54%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,565
shares
|
$494,822
0.04% of portfolio
|
Q2 2024
Added 1205.86%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
3,554
shares
|
$493,295
0.07% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
3,552
shares
|
$493,017
0.34% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
3,502
shares
|
$486,077
0.1% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
3,501
shares
|
$485,938
0.03% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
3,500
shares
|
$485,800
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
3,500
shares
|
$485,800
0.0% of portfolio
|
Q4 2024
Reduced 41.67%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
3,489
shares
|
$484,273
0.08% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
3,488
shares
|
$484,134
0.09% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
3,474
shares
|
$482,191
0.23% of portfolio
|
Q1 2025
Reduced 16.91%
|