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 |
|---|---|---|---|---|---|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
2,257
shares
|
$313,271
0.47% of portfolio
|
Q2 2025
Reduced 31.94%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,254
shares
|
$312,855
0.03% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
2,250
shares
|
$312,300
0.11% of portfolio
|
Q4 2022
Reduced 6.29%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,247
shares
|
$311,883
0.1% of portfolio
|
Q2 2022
Added 37.26%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
2,221
shares
|
$308,274
0.14% of portfolio
|
Q4 2024
Added 16.47%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
2,216
shares
|
$307,580
0.24% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
2,204
shares
|
$305,915
0.02% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
2,200
shares
|
$305,360
0.07% of portfolio
|
Q4 2023
Added 10.0%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
2,200
shares
|
$305,360
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Carson Advisory Inc.
|
Aug 05, 2025 Q2 2025 |
2,182
shares
|
$302,861
0.2% of portfolio
|
Q1 2025
Reduced 7.03%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
2,174
shares
|
$301,751
0.11% of portfolio
|
Q4 2023
Added 0.32%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
2,173
shares
|
$301,612
0.02% of portfolio
|
Q2 2025
Added 8.54%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
2,169
shares
|
$301,057
0.05% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
2,164
shares
|
$300,363
0.13% of portfolio
|
Q2 2022
Added 0.23%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,160
shares
|
$299,808
0.04% of portfolio
|
Q4 2024
Reduced 13.32%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
2,156
shares
|
$299,252
0.01% of portfolio
|
Q2 2025
Added 12.94%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
2,154
shares
|
$298,975
0.01% of portfolio
|
Q2 2024
Reduced 3.88%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
2,154
shares
|
$298,975
0.0% of portfolio
|
Q2 2025
Added 11.32%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
2,146
shares
|
$297,864
0.05% of portfolio
|
Q2 2025
Reduced 18.12%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
2,137
shares
|
$296,615
0.23% of portfolio
|
Q4 2022
Reduced 34.75%
|
|
|
Baugh & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
2,135
shares
|
$296,338
0.14% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
2,135
shares
|
$296,338
0.01% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
2,128
shares
|
$295,366
0.05% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
2,126
shares
|
$295,088
0.09% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
2,124
shares
|
$294,811
0.02% of portfolio
|
Q2 2025
Reduced 8.8%
|