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 |
|---|---|---|---|---|---|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
977
shares
|
$136,105
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
970
shares
|
$135,130
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
970
shares
|
$135,130
0.01% of portfolio
|
Q1 2025
Reduced 19.83%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
969
shares
|
$134,991
0.03% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
960
shares
|
$133,737
0.03% of portfolio
|
Q2 2023
Added 0.73%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
936
shares
|
$130,394
0.01% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
875
shares
|
$121,896
0.01% of portfolio
|
Q2 2023
Added 1.16%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
867
shares
|
$120,781
0.09% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
861
shares
|
$119,945
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
858
shares
|
$119,527
0.02% of portfolio
|
Q2 2024
Added 9.86%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
852
shares
|
$118,692
0.01% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
850
shares
|
$118,413
0.08% of portfolio
|
Q2 2022
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
842
shares
|
$117,299
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
837
shares
|
$116,602
0.04% of portfolio
|
Q1 2025
Reduced 30.37%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
836
shares
|
$116,463
0.01% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
835
shares
|
$116,323
0.08% of portfolio
|
Q4 2024
Reduced 78.74%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
823
shares
|
$114,652
0.03% of portfolio
|
Q2 2025
Reduced 15.5%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
818
shares
|
$113,955
0.01% of portfolio
|
Q1 2022
Reduced 15.15%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
815
shares
|
$113,537
0.02% of portfolio
|
Q1 2024
Reduced 9.04%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
778
shares
|
$108,383
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
768
shares
|
$106,990
0.02% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
765
shares
|
$106,572
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
757
shares
|
$105,457
0.02% of portfolio
|
Q2 2025
Reduced 30.17%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
749
shares
|
$104,343
0.01% of portfolio
|
Q3 2025
Reduced 27.0%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
741
shares
|
$103,228
0.02% of portfolio
|
Q2 2025
Reduced 21.67%
|