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 |
|---|---|---|---|---|---|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
33,638
shares
|
$4.67 Million
1.15% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
32,950
shares
|
$4.57 Million
2.25% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
32,909
shares
|
$4.57 Million
1.09% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
32,357
shares
|
$4.49 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
32,141
shares
|
$4.46 Million
0.0% of portfolio
|
Q2 2025
Added 30.4%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
32,088
shares
|
$4.45 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
31,351
shares
|
$4.35 Million
1.15% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
30,930
shares
|
$4.29 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
30,821
shares
|
$4.28 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
30,530
shares
|
$4.24 Million
1.37% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
30,338
shares
|
$4.21 Million
0.7% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
30,309
shares
|
$4.21 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
29,929
shares
|
$4.15 Million
0.1% of portfolio
|
Q1 2023
Reduced 30.63%
|
|
|
Mycio Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
29,919
shares
|
$4.15 Million
0.94% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
29,469
shares
|
$4.09 Million
0.32% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
29,462
shares
|
$4.09 Million
0.32% of portfolio
|
Q2 2025
Reduced 11.9%
|
|
|
Life Steps Financial, Inc.
|
Jul 23, 2025 Q2 2025 |
29,348
shares
|
$4.07 Million
2.75% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
29,255
shares
|
$4.06 Million
0.04% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
29,191
shares
|
$4.05 Million
0.5% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
29,141
shares
|
$4.04 Million
0.06% of portfolio
|
Q2 2025
Added 10.19%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
29,037
shares
|
$4.03 Million
0.16% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
28,516
shares
|
$3.96 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
28,335
shares
|
$3.93 Million
0.11% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
28,087
shares
|
$3.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
27,993
shares
|
$3.89 Million
0.02% of portfolio
|
Q2 2025
Added 6.18%
|