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 |
|---|---|---|---|---|---|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
40,117
shares
|
$5.57 Million
2.27% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
40,107
shares
|
$5.57 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
39,215
shares
|
$5.44 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
38,836
shares
|
$5.39 Million
0.09% of portfolio
|
Q2 2025
Added 105.26%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Jul 28, 2025 Q2 2025 |
38,652
shares
|
$5.36 Million
4.09% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
38,606
shares
|
$5.36 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
38,383
shares
|
$5.33 Million
0.04% of portfolio
|
Q2 2025
Reduced 27.38%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
38,346
shares
|
$5.32 Million
0.48% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
38,289
shares
|
$5.31 Million
0.02% of portfolio
|
Q2 2025
Added 12.88%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
38,189
shares
|
$5.3 Million
0.12% of portfolio
|
Q2 2025
Reduced 48.11%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
37,901
shares
|
$5.26 Million
0.04% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
37,625
shares
|
$5.22 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
37,131
shares
|
$5.15 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jul 29, 2025 Q2 2025 |
36,851
shares
|
$5.11 Million
2.24% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
36,688
shares
|
$5.09 Million
0.22% of portfolio
|
Q2 2023
Reduced 10.74%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
36,336
shares
|
$5.04 Million
0.24% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
36,317
shares
|
$5.04 Million
0.43% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
35,788
shares
|
$4.97 Million
0.48% of portfolio
|
Q2 2025
Added 101.37%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
35,539
shares
|
$4.93 Million
0.61% of portfolio
|
Q2 2025
Reduced 17.59%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
35,175
shares
|
$4.88 Million
0.89% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
35,089
shares
|
$4.87 Million
0.85% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
34,328
shares
|
$4.76 Million
0.01% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
34,306
shares
|
$4.76 Million
0.12% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
34,108
shares
|
$4.73 Million
1.46% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
33,723
shares
|
$4.68 Million
0.05% of portfolio
|
Q2 2025
Added 0.44%
|