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 |
|---|---|---|---|---|---|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
2,004
shares
|
$278,155
0.12% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
2,000
shares
|
$277,600
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$277,600
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
1,999
shares
|
$277,461
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,994
shares
|
$276,767
0.09% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
1,991
shares
|
$276,350
0.04% of portfolio
|
Q2 2024
Added 8.62%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
1,985
shares
|
$275,518
0.01% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
1,982
shares
|
$275,101
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
1,980
shares
|
$274,824
0.01% of portfolio
|
Q3 2024
Reduced 33.82%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,979
shares
|
$274,685
0.02% of portfolio
|
Q4 2022
Reduced 3.79%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
1,978
shares
|
$274,546
0.01% of portfolio
|
Q2 2025
Reduced 14.04%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
1,973
shares
|
$273,852
0.02% of portfolio
|
Q2 2025
Added 23.08%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,972
shares
|
$273,713
0.03% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
1,956
shares
|
$271,492
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
1,953
shares
|
$271,076
0.16% of portfolio
|
Q2 2025
Reduced 14.6%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
1,948
shares
|
$270,382
0.07% of portfolio
|
Q4 2022
Reduced 33.92%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,942
shares
|
$269,549
0.02% of portfolio
|
Q2 2025
Added 52.31%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
1,942
shares
|
$269,549
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
1,941
shares
|
$269,410
0.11% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
1,938
shares
|
$268,994
0.08% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
1,937
shares
|
$268,855
0.01% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
1,932
shares
|
$268,161
0.05% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
1,928
shares
|
$267,606
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
1,918
shares
|
$266,218
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
1,915
shares
|
$265,802
0.06% of portfolio
|
Q2 2025
Added 0.52%
|