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 |
|---|---|---|---|---|---|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
2,200
shares
|
$306,482
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
|
$306,482
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
2,198
shares
|
$306,203
0.03% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
2,197
shares
|
$306,064
0.03% of portfolio
|
Q4 2019
Added 1.82%
|
|
|
Pictet & Cie (Europe) Sa
|
Oct 21, 2025 Q3 2025 |
2,193
shares
|
$305,506
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Oct 22, 2025 Q3 2025 |
2,188
shares
|
$304,810
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Carson Advisory Inc.
|
Aug 05, 2025 Q2 2025 |
2,182
shares
|
$303,974
0.2% of portfolio
|
Q1 2025
Reduced 7.03%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
2,174
shares
|
$302,859
0.11% of portfolio
|
Q4 2023
Added 0.32%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
2,173
shares
|
$302,720
0.02% of portfolio
|
Q2 2025
Added 8.54%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
2,169
shares
|
$302,163
0.05% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
2,164
shares
|
$301,466
0.13% of portfolio
|
Q2 2022
Added 0.23%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,160
shares
|
$300,909
0.04% of portfolio
|
Q4 2024
Reduced 13.32%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
2,156
shares
|
$300,352
0.01% of portfolio
|
Q2 2025
Added 12.94%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
2,154
shares
|
$300,073
0.01% of portfolio
|
Q2 2024
Reduced 3.88%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
2,154
shares
|
$300,073
0.0% of portfolio
|
Q2 2025
Added 11.32%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
2,146
shares
|
$298,959
0.05% of portfolio
|
Q2 2025
Reduced 18.12%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
2,143
shares
|
$298,541
0.02% of portfolio
|
Q3 2025
Reduced 18.42%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
2,137
shares
|
$297,705
0.23% of portfolio
|
Q4 2022
Reduced 34.75%
|
|
|
Baugh & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
2,135
shares
|
$297,426
0.14% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
2,135
shares
|
$297,426
0.01% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
2,128
shares
|
$296,451
0.05% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,123
shares
|
$295,755
0.04% of portfolio
|
Q4 2024
Reduced 68.0%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
2,121
shares
|
$295,476
0.18% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
2,115
shares
|
$294,640
0.06% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
2,108
shares
|
$293,665
0.04% of portfolio
|
Q2 2025
Added 257.29%
|