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 71.2 Million shares, which have been reported (via 13F filing form) to have a value of $9.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,057
shares
|
$146,711
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
1,028
shares
|
$142,686
0.01% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,026
shares
|
$142,408
0.01% of portfolio
|
Q2 2025
Added 14.25%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
1,000
shares
|
$138,800
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
1,000
shares
|
$138,800
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
994
shares
|
$137,967
0.04% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
988
shares
|
$137,134
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
977
shares
|
$135,607
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
975
shares
|
$135,330
0.03% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
970
shares
|
$134,636
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
970
shares
|
$134,636
0.01% of portfolio
|
Q1 2025
Reduced 19.83%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
960
shares
|
$133,248
0.03% of portfolio
|
Q2 2023
Added 0.73%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
936
shares
|
$129,916
0.01% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
875
shares
|
$121,450
0.01% of portfolio
|
Q2 2023
Added 1.16%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
866
shares
|
$120,200
0.1% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
861
shares
|
$119,506
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
858
shares
|
$119,090
0.02% of portfolio
|
Q2 2024
Added 9.86%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
852
shares
|
$118,257
0.01% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
850
shares
|
$117,980
0.08% of portfolio
|
Q2 2022
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
842
shares
|
$116,869
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
837
shares
|
$116,175
0.04% of portfolio
|
Q1 2025
Reduced 30.37%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
836
shares
|
$116,036
0.01% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
835
shares
|
$115,898
0.08% of portfolio
|
Q4 2024
Reduced 78.74%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
823
shares
|
$114,232
0.03% of portfolio
|
Q2 2025
Reduced 15.5%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
818
shares
|
$113,538
0.01% of portfolio
|
Q1 2022
Reduced 15.15%
|