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 |
|---|---|---|---|---|---|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
3,252
shares
|
$451,377
0.21% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,251
shares
|
$451,238
0.27% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
3,244
shares
|
$450,267
0.22% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
3,240
shares
|
$449,712
0.05% of portfolio
|
Q4 2024
Reduced 7.8%
|
|
|
Baldwin Brothers LLC
|
Jul 24, 2025 Q2 2025 |
3,230
shares
|
$448,324
0.03% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
3,203
shares
|
$444,576
0.02% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
3,199
shares
|
$444,021
0.13% of portfolio
|
Q2 2025
Reduced 8.29%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
3,179
shares
|
$441,245
0.08% of portfolio
|
Q3 2024
Reduced 19.4%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
3,172
shares
|
$440,273
0.1% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
3,167
shares
|
$439,579
0.03% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,159
shares
|
$438,469
0.01% of portfolio
|
Q4 2023
Reduced 3.25%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jul 16, 2025 Q2 2025 |
3,156
shares
|
$438,052
0.29% of portfolio
|
Q1 2024
Reduced 4.25%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
3,155
shares
|
$437,914
0.14% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,151
shares
|
$437,358
0.13% of portfolio
|
Q2 2024
Added 10.52%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jul 30, 2025 Q2 2025 |
3,151
shares
|
$437,358
0.14% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
3,138
shares
|
$435,554
0.09% of portfolio
|
Q2 2025
Added 18.82%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
3,138
shares
|
$435,554
0.03% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,132
shares
|
$434,721
0.08% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
3,131
shares
|
$434,582
0.02% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Clarity Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
3,113
shares
|
$432,084
0.11% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
3,095
shares
|
$429,586
0.2% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
West Bancorporation Inc
|
Jul 24, 2025 Q2 2025 |
3,091
shares
|
$429,030
0.27% of portfolio
|
Q2 2025
Reduced 20.09%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,082
shares
|
$427,781
0.19% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
3,078
shares
|
$427,226
0.02% of portfolio
|
Q2 2025
Reduced 21.64%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
3,073
shares
|
$426,532
0.59% of portfolio
|
Q4 2022
Added 35.97%
|