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 1,339 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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
7,404,602
shares
|
$1.03 Billion
0.08% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,771,143
shares
|
$662 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
3,133,413
shares
|
$435 Million
0.15% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
3,011,061
shares
|
$418 Million
0.14% of portfolio
|
Q2 2025
Added 9.02%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
2,644,937
shares
|
$367 Million
15.04% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,221,989
shares
|
$308 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,189,622
shares
|
$304 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,094,565
shares
|
$291 Million
0.06% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,604,371
shares
|
$223 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,567,632
shares
|
$218 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,478,260
shares
|
$205 Million
0.49% of portfolio
|
Q3 2023
Added 18.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,453,772
shares
|
$202 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.91%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,211,883
shares
|
$168 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
1,075,337
shares
|
$149 Million
3.63% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,039,685
shares
|
$144 Million
0.19% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
810,035
shares
|
$112 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
801,808
shares
|
$111 Million
0.59% of portfolio
|
Q2 2023
Reduced 97.74%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
760,212
shares
|
$106 Million
0.41% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
748,252
shares
|
$104 Million
0.78% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
731,200
shares
|
$101 Million
5.49% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
699,649
shares
|
$97.1 Million
0.17% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
698,829
shares
|
$97 Million
2.88% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
697,849
shares
|
$96.9 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
641,404
shares
|
$89 Million
0.23% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
574,419
shares
|
$79.7 Million
0.05% of portfolio
|
Q2 2025
Added 35.02%
|