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 |
|---|---|---|---|---|---|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
515
shares
|
$71,482
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
509
shares
|
$70,649
0.02% of portfolio
|
Q1 2024
Reduced 11.79%
|
|
|
Arcadia Investment Management Corp
|
Aug 08, 2025 Q2 2025 |
506
shares
|
$70,232
0.01% of portfolio
|
Q1 2023
Added 11.7%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
495
shares
|
$68,706
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
492
shares
|
$68,289
0.01% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
481
shares
|
$66,762
0.0% of portfolio
|
Q2 2025
Reduced 22.29%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
477
shares
|
$66,207
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
475
shares
|
$65,930
0.04% of portfolio
|
Q2 2020
Reduced 32.14%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
475
shares
|
$65,930
0.01% of portfolio
|
Q4 2023
Reduced 55.81%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
454
shares
|
$63,015
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Palouse Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
449
shares
|
$62,321
0.04% of portfolio
|
Q2 2025
Reduced 9.48%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
441
shares
|
$61,210
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
425
shares
|
$58,990
0.02% of portfolio
|
Q4 2024
Added 203.57%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
415
shares
|
$57,602
0.02% of portfolio
|
Q2 2025
Added 62.75%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
414
shares
|
$57,463
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
400
shares
|
$55,520
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
398
shares
|
$55,242
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
389
shares
|
$53,993
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
385
shares
|
$53,438
0.01% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
383
shares
|
$53,160
0.0% of portfolio
|
Q1 2025
Added 16.77%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
382
shares
|
$53,021
0.0% of portfolio
|
Q1 2025
Reduced 26.54%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
382
shares
|
$53,021
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
375
shares
|
$52,050
0.01% of portfolio
|
Q2 2024
Reduced 14.19%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
370
shares
|
$51,356
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
368
shares
|
$51,078
0.03% of portfolio
|
Q1 2025
New holding
|