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 1,332 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 |
|---|---|---|---|---|---|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
2,344
shares
|
$326,542
0.02% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
2,342
shares
|
$326,264
0.0% of portfolio
|
Q2 2025
Added 12.22%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Aug 12, 2025 Q2 2025 |
2,338
shares
|
$325,706
0.01% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
2,333
shares
|
$325,010
0.17% of portfolio
|
Q2 2025
Reduced 60.78%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
2,310
shares
|
$321,806
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
2,310
shares
|
$321,806
0.07% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 14, 2025 Q3 2025 |
2,300
shares
|
$320,413
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jul 31, 2025 Q2 2025 |
2,298
shares
|
$320,134
0.11% of portfolio
|
Q2 2024
Reduced 4.81%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
2,293
shares
|
$319,437
0.03% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
2,292
shares
|
$319,298
0.03% of portfolio
|
Q2 2025
Reduced 18.29%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,291
shares
|
$319,159
0.02% of portfolio
|
Q3 2025
Added 17.97%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
2,285
shares
|
$318,323
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
2,274
shares
|
$316,790
0.22% of portfolio
|
Q2 2025
Reduced 8.27%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
2,268
shares
|
$315,955
0.01% of portfolio
|
Q3 2025
Reduced 20.78%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
2,267
shares
|
$315,815
0.01% of portfolio
|
Q2 2025
Added 9.68%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
2,261
shares
|
$314,979
0.0% of portfolio
|
Q1 2024
Reduced 4.84%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
2,259
shares
|
$314,701
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
2,257
shares
|
$314,422
0.47% of portfolio
|
Q2 2025
Reduced 31.94%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,254
shares
|
$314,004
0.03% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
2,250
shares
|
$313,447
0.11% of portfolio
|
Q4 2022
Reduced 6.29%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,247
shares
|
$313,029
0.1% of portfolio
|
Q2 2022
Added 37.26%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
2,247
shares
|
$313,029
0.13% of portfolio
|
Q3 2025
Added 40.7%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
2,221
shares
|
$309,407
0.14% of portfolio
|
Q4 2024
Added 16.47%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
2,216
shares
|
$308,710
0.24% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
2,204
shares
|
$307,039
0.02% of portfolio
|
Q1 2025
Reduced 0.63%
|