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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
3,454
shares
|
$479,415
0.02% of portfolio
|
Q1 2025
Reduced 8.87%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
3,453
shares
|
$479,276
0.08% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,442
shares
|
$477,749
0.06% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
3,434
shares
|
$476,639
0.05% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
3,432
shares
|
$476,361
0.06% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
3,423
shares
|
$475,112
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
3,417
shares
|
$474,279
0.0% of portfolio
|
Q2 2025
Reduced 16.23%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
3,412
shares
|
$473,585
0.04% of portfolio
|
Q1 2025
Reduced 13.53%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
3,411
shares
|
$473,446
0.05% of portfolio
|
Q2 2025
Added 66.63%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,404
shares
|
$472,475
0.23% of portfolio
|
Q3 2023
Reduced 26.06%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
3,399
shares
|
$471,781
0.0% of portfolio
|
Q2 2025
Added 27.26%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
3,397
shares
|
$471,503
0.05% of portfolio
|
Q2 2023
Reduced 7.56%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
3,380
shares
|
$469,144
0.16% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
3,359
shares
|
$466,229
0.03% of portfolio
|
Q1 2025
Reduced 35.68%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
3,351
shares
|
$465,118
0.01% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
3,337
shares
|
$463,175
0.03% of portfolio
|
Q2 2025
Added 8039.02%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Aug 07, 2025 Q2 2025 |
3,337
shares
|
$463,175
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
3,326
shares
|
$461,648
0.02% of portfolio
|
Q3 2022
Reduced 1.19%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,321
shares
|
$460,954
0.03% of portfolio
|
Q2 2024
Reduced 1.48%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Aug 13, 2025 Q2 2025 |
3,313
shares
|
$459,844
0.08% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
3,310
shares
|
$459,428
0.01% of portfolio
|
Q2 2024
Reduced 9.64%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
3,302
shares
|
$458,317
0.18% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
3,287
shares
|
$456,235
0.06% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jul 23, 2025 Q2 2025 |
3,265
shares
|
$453,182
0.16% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
3,252
shares
|
$451,377
0.33% of portfolio
|
Q2 2025
Added 5.14%
|