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 |
|---|---|---|---|---|---|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
3,064
shares
|
$425,283
0.26% of portfolio
|
Q4 2022
Reduced 16.38%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
3,043
shares
|
$422,368
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Aug 12, 2025 Q2 2025 |
3,042
shares
|
$422,229
0.22% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
3,042
shares
|
$422,229
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
3,022
shares
|
$419,453
0.02% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
3,020
shares
|
$419,176
0.22% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,016
shares
|
$418,620
0.01% of portfolio
|
Q2 2025
Reduced 10.16%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
3,013
shares
|
$418,204
0.09% of portfolio
|
Q4 2022
Added 11.06%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
3,012
shares
|
$418,065
0.01% of portfolio
|
Q2 2025
Reduced 12.62%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,005
shares
|
$417,094
0.01% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
2,950
shares
|
$409,460
0.04% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
2,939
shares
|
$407,933
0.03% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
2,936
shares
|
$407,516
0.01% of portfolio
|
Q2 2023
Added 1.24%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
2,936
shares
|
$407,516
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
2,922
shares
|
$405,573
0.04% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
2,915
shares
|
$404,602
0.01% of portfolio
|
Q4 2023
Reduced 5.66%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
2,915
shares
|
$404,602
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
2,911
shares
|
$404,046
0.18% of portfolio
|
Q2 2024
Reduced 6.11%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,908
shares
|
$403,630
0.02% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
2,900
shares
|
$402,520
0.02% of portfolio
|
Q1 2024
Reduced 14.4%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
2,899
shares
|
$402,381
0.05% of portfolio
|
Q2 2024
Reduced 5.82%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
2,892
shares
|
$401,409
0.01% of portfolio
|
Q1 2025
Reduced 7.04%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
2,863
shares
|
$397,384
0.02% of portfolio
|
Q2 2025
Added 16.24%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
2,863
shares
|
$397,384
0.02% of portfolio
|
Q2 2025
Added 37.71%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
2,847
shares
|
$395,163
0.05% of portfolio
|
Q1 2025
Reduced 5.01%
|