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 1,333 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 |
|---|---|---|---|---|---|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
3,013
shares
|
$419,741
0.09% of portfolio
|
Q4 2022
Added 11.06%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
3,012
shares
|
$419,601
0.01% of portfolio
|
Q2 2025
Reduced 12.62%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,005
shares
|
$418,626
0.01% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
2,950
shares
|
$410,964
0.04% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
2,936
shares
|
$409,014
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West Bancorporation Inc
|
Oct 23, 2025 Q3 2025 |
2,935
shares
|
$408,874
0.24% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
2,922
shares
|
$407,063
0.04% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
2,915
shares
|
$406,088
0.01% of portfolio
|
Q4 2023
Reduced 5.66%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
2,915
shares
|
$406,088
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
2,911
shares
|
$405,531
0.18% of portfolio
|
Q2 2024
Reduced 6.11%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,908
shares
|
$405,113
0.02% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
2,900
shares
|
$403,999
0.02% of portfolio
|
Q1 2024
Reduced 14.4%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
2,899
shares
|
$403,859
0.05% of portfolio
|
Q2 2024
Reduced 5.82%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
2,892
shares
|
$402,884
0.01% of portfolio
|
Q1 2025
Reduced 7.04%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
2,882
shares
|
$401,491
0.02% of portfolio
|
Q3 2025
Reduced 13.64%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
2,863
shares
|
$398,844
0.02% of portfolio
|
Q2 2025
Added 16.24%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
2,847
shares
|
$396,615
0.05% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
2,827
shares
|
$393,829
0.04% of portfolio
|
Q1 2024
Reduced 15.03%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
2,826
shares
|
$393,690
0.05% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 14, 2025 Q3 2025 |
2,810
shares
|
$391,461
0.12% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
2,809
shares
|
$391,321
0.01% of portfolio
|
Q2 2023
Reduced 28.52%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
2,793
shares
|
$389,092
0.01% of portfolio
|
Q2 2022
Reduced 8.4%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
2,790
shares
|
$388,674
0.01% of portfolio
|
Q2 2025
Added 328.57%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
2,759
shares
|
$384,356
0.07% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
2,758
shares
|
$384,216
0.07% of portfolio
|
Q2 2025
Reduced 19.54%
|