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 |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
64,050
shares
|
$8.89 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
63,757
shares
|
$8.85 Million
0.2% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
63,226
shares
|
$8.78 Million
0.19% of portfolio
|
Q2 2025
Added 116.86%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
63,115
shares
|
$8.76 Million
1.78% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
61,592
shares
|
$8.55 Million
2.52% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
61,306
shares
|
$8.51 Million
0.6% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
61,117
shares
|
$8.48 Million
0.81% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
61,066
shares
|
$8.48 Million
1.44% of portfolio
|
Q2 2025
Reduced 38.69%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
61,019
shares
|
$8.47 Million
0.49% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Peterson Wealth Management
|
Jun 16, 2025 Q1 2025 |
60,569
shares
|
$8.41 Million
5.58% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
60,434
shares
|
$8.39 Million
0.03% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
60,366
shares
|
$8.38 Million
0.82% of portfolio
|
Q2 2025
Reduced 9.67%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
60,071
shares
|
$8.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
59,967
shares
|
$8.32 Million
0.34% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
59,084
shares
|
$8.2 Million
4.1% of portfolio
|
Q1 2023
Reduced 2.46%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
59,039
shares
|
$8.19 Million
0.14% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
58,519
shares
|
$8.12 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
57,299
shares
|
$7.95 Million
0.49% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
57,041
shares
|
$7.92 Million
0.11% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
57,035
shares
|
$7.92 Million
0.17% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
55,107
shares
|
$7.65 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
53,407
shares
|
$7.41 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
53,340
shares
|
$7.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Aug 08, 2025 Q2 2025 |
53,283
shares
|
$7.4 Million
2.49% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
52,687
shares
|
$7.31 Million
0.07% of portfolio
|
Q3 2024
Added 2.12%
|