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 |
|---|---|---|---|---|---|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
58
shares
|
$8,050
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
57
shares
|
$7,911
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
50
shares
|
$6,940
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
50
shares
|
$6,940
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Jul 31, 2025 Q2 2025 |
50
shares
|
$6,940
0.0% of portfolio
|
Q2 2025
Reduced 83.87%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
40
shares
|
$5,552
0.0% of portfolio
|
Q3 2021
Reduced 71.83%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
39
shares
|
$5,413
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
36
shares
|
$4,996
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
34
shares
|
$4,719
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
33
shares
|
$4,580
0.14% of portfolio
|
Q3 2024
Reduced 19.51%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
32
shares
|
$4,441
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
31
shares
|
$4,302
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
28
shares
|
$3,886
0.0% of portfolio
|
Q2 2025
Reduced 75.65%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
27
shares
|
$3,747
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
23
shares
|
$3,192
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
22
shares
|
$3,053
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
22
shares
|
$3,053
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
20
shares
|
$2,776
0.0% of portfolio
|
Q1 2023
Reduced 33.33%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
20
shares
|
$2,776
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
18
shares
|
$2,498
0.0% of portfolio
|
Q1 2025
Reduced 75.34%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
13
shares
|
$1,804
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
9
shares
|
$1,249
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
8
shares
|
$1,110
0.0% of portfolio
|
Q2 2021
Reduced 77.14%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
4
shares
|
$555
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
3
shares
|
$416
0.0% of portfolio
|
Q4 2024
New holding
|