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 1,326 institutions that hold shares in the stock, with a total of 70.9 Million shares, which have been reported (via 13F filing form) to have a value of $9.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
28,797
shares
|
$3.99 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
28,591
shares
|
$3.96 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
28,590
shares
|
$3.96 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
28,422
shares
|
$3.94 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
27,933
shares
|
$3.87 Million
1.78% of portfolio
|
Q2 2025
Added 12.55%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Apr 10, 2025 Q1 2025 |
27,572
shares
|
$3.82 Million
3.14% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
27,285
shares
|
$3.78 Million
1.2% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
27,148
shares
|
$3.76 Million
0.35% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
26,972
shares
|
$3.74 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
26,800
shares
|
$3.72 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
26,486
shares
|
$3.67 Million
0.17% of portfolio
|
Q1 2025
Added 143.84%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
26,446
shares
|
$3.67 Million
0.06% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
26,364
shares
|
$3.66 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
26,277
shares
|
$3.64 Million
2.31% of portfolio
|
Q2 2025
Added 6.6%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
26,165
shares
|
$3.63 Million
1.73% of portfolio
|
Q1 2025
Reduced 17.95%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
26,132
shares
|
$3.62 Million
0.78% of portfolio
|
Q4 2022
Added 21.83%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
25,894
shares
|
$3.59 Million
1.26% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
25,764
shares
|
$3.57 Million
1.04% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
25,742
shares
|
$3.57 Million
0.13% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
25,705
shares
|
$3.56 Million
3.02% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
25,231
shares
|
$3.5 Million
0.38% of portfolio
|
Q3 2023
Added 4.64%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
25,154
shares
|
$3.49 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
25,106
shares
|
$3.48 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
25,064
shares
|
$3.47 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
25,051
shares
|
$3.47 Million
0.63% of portfolio
|
Q1 2025
Added 0.73%
|