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 |
|---|---|---|---|---|---|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
85,162
shares
|
$11.8 Million
3.89% of portfolio
|
Q4 2023
Reduced 10.11%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
84,459
shares
|
$11.7 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
82,392
shares
|
$11.4 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
80,808
shares
|
$11.2 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
80,703
shares
|
$11.2 Million
0.4% of portfolio
|
Q4 2021
Added 28.56%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
80,376
shares
|
$11.2 Million
0.32% of portfolio
|
Q2 2025
Added 8.57%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
80,276
shares
|
$11.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
80,175
shares
|
$11.1 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
79,205
shares
|
$11 Million
3.1% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
78,470
shares
|
$10.9 Million
2.32% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
77,956
shares
|
$10.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
77,851
shares
|
$10.8 Million
0.8% of portfolio
|
Q4 2022
Added 159.51%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
76,372
shares
|
$10.6 Million
2.54% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
76,233
shares
|
$10.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
75,270
shares
|
$10.4 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
74,269
shares
|
$10.3 Million
10.23% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
72,284
shares
|
$10 Million
0.03% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
72,272
shares
|
$10 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
70,794
shares
|
$9.83 Million
2.41% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
69,821
shares
|
$9.69 Million
1.37% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
69,530
shares
|
$9.65 Million
0.33% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
66,230
shares
|
$9.19 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
65,381
shares
|
$9.07 Million
6.14% of portfolio
|
Q3 2022
Added 1.43%
|
|
|
Gunma Bank,Ltd.
|
Jul 14, 2025 Q2 2025 |
65,300
shares
|
$9.06 Million
2.89% of portfolio
|
Q1 2025
Added 27.29%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
65,223
shares
|
$9.05 Million
0.05% of portfolio
|
Q2 2025
Added 3.48%
|