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 |
|---|---|---|---|---|---|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
815
shares
|
$113,122
0.02% of portfolio
|
Q1 2024
Reduced 9.04%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
778
shares
|
$107,986
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
768
shares
|
$106,598
0.01% of portfolio
|
Q3 2024
Reduced 50.9%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
768
shares
|
$106,598
0.02% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
765
shares
|
$106,182
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
757
shares
|
$105,071
0.02% of portfolio
|
Q2 2025
Reduced 30.17%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
741
shares
|
$102,850
0.02% of portfolio
|
Q2 2025
Reduced 21.67%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
741
shares
|
$102,850
0.01% of portfolio
|
Q2 2025
Added 135.24%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
706
shares
|
$97,992
0.01% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
694
shares
|
$96,327
0.04% of portfolio
|
Q4 2024
Added 25.95%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
693
shares
|
$96,188
0.03% of portfolio
|
Q2 2025
Added 55.73%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
685
shares
|
$95,078
0.02% of portfolio
|
N/A
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
653
shares
|
$90,636
0.01% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Aug 11, 2025 Q2 2025 |
640
shares
|
$88,832
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
622
shares
|
$86,333
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
620
shares
|
$86,056
0.03% of portfolio
|
Q1 2024
Reduced 17.66%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
616
shares
|
$85,500
0.03% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
600
shares
|
$83,280
0.02% of portfolio
|
Q2 2020
Reduced 84.26%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
587
shares
|
$81,475
0.05% of portfolio
|
Q1 2025
Reduced 44.15%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
582
shares
|
$80,781
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
575
shares
|
$79,810
0.03% of portfolio
|
Q2 2025
Added 196.39%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
572
shares
|
$79,393
0.04% of portfolio
|
Q2 2025
Reduced 66.11%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
559
shares
|
$77,589
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
550
shares
|
$76,340
0.01% of portfolio
|
Q2 2025
Added 57.14%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
520
shares
|
$72,176
0.03% of portfolio
|
Q1 2025
Reduced 51.63%
|