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 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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
52,518
shares
|
$7.32 Million
0.09% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Private Wealth Group, LLC
|
Jul 22, 2025 Q2 2025 |
51,574
shares
|
$7.18 Million
3.78% of portfolio
|
Q2 2025
Added 7.22%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
51,429
shares
|
$7.16 Million
1.88% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
51,207
shares
|
$7.13 Million
1.18% of portfolio
|
Q1 2024
Reduced 0.62%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
50,281
shares
|
$7 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
49,027
shares
|
$6.83 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
48,517
shares
|
$6.76 Million
0.54% of portfolio
|
Q4 2022
Reduced 2.04%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
47,063
shares
|
$6.56 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
46,537
shares
|
$6.48 Million
3.92% of portfolio
|
Q1 2025
Added 20.01%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
46,203
shares
|
$6.44 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
44,769
shares
|
$6.24 Million
0.29% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
43,976
shares
|
$6.13 Million
0.14% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
43,870
shares
|
$6.11 Million
1.07% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 16, 2025 Q3 2025 |
43,799
shares
|
$6.1 Million
1.41% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
43,449
shares
|
$6.05 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
42,556
shares
|
$5.93 Million
2.17% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
41,416
shares
|
$5.77 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
41,091
shares
|
$5.72 Million
0.09% of portfolio
|
Q2 2025
Added 24.19%
|
|
|
Tl Private Wealth
|
Oct 14, 2025 Q3 2025 |
40,990
shares
|
$5.71 Million
2.29% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
40,924
shares
|
$5.7 Million
0.56% of portfolio
|
Q2 2025
Added 12.72%
|
|
|
David R. Rahn & Associates Inc.
|
Aug 07, 2025 Q2 2025 |
40,667
shares
|
$5.67 Million
1.61% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
40,557
shares
|
$5.65 Million
0.07% of portfolio
|
Q2 2025
Reduced 11.72%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
40,264
shares
|
$5.61 Million
0.0% of portfolio
|
Q2 2025
Added 12.34%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
40,117
shares
|
$5.59 Million
2.27% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
40,107
shares
|
$5.59 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.92%
|