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 |
|---|---|---|---|---|---|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
1,751
shares
|
$243,038
0.02% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
1,738
shares
|
$241,234
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
1,734
shares
|
$240,679
0.17% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
1,725
shares
|
$239,430
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
1,719
shares
|
$238,597
0.03% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
1,717
shares
|
$238,319
0.01% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
1,714
shares
|
$237,903
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Thompson Davis & Co., Inc.
|
Aug 20, 2025 Q2 2025 |
1,713
shares
|
$237,764
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
1,711
shares
|
$237,486
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
1,705
shares
|
$236,654
0.02% of portfolio
|
Q2 2025
Reduced 15.17%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
1,702
shares
|
$236,237
0.02% of portfolio
|
Q2 2025
Reduced 7.05%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
1,701
shares
|
$236,098
0.1% of portfolio
|
Q4 2023
Reduced 12.9%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
1,695
shares
|
$235,266
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jul 25, 2025 Q2 2025 |
1,689
shares
|
$234,433
0.2% of portfolio
|
Q2 2025
Reduced 19.23%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
1,685
shares
|
$233,878
0.04% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
1,680
shares
|
$233,184
0.1% of portfolio
|
Q4 2023
Reduced 0.24%
|
|
|
Riverstone Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,680
shares
|
$233,184
0.12% of portfolio
|
Q4 2023
Reduced 6.93%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
1,670
shares
|
$231,796
0.04% of portfolio
|
Q1 2025
Reduced 58.97%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Aug 11, 2025 Q2 2025 |
1,670
shares
|
$231,796
0.07% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,663
shares
|
$230,824
0.02% of portfolio
|
Q2 2024
Reduced 5.19%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
1,663
shares
|
$230,824
0.03% of portfolio
|
Q2 2025
Reduced 36.28%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Jul 18, 2025 Q2 2025 |
1,651
shares
|
$229,158
0.12% of portfolio
|
Q2 2025
Reduced 24.51%
|
|
|
Seneca House Advisors
|
Jul 09, 2025 Q2 2025 |
1,625
shares
|
$225,550
0.1% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
1,625
shares
|
$225,550
0.04% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,624
shares
|
$225,411
0.01% of portfolio
|
Q2 2025
Reduced 13.57%
|