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 |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
24,648
shares
|
$3.42 Million
0.0% of portfolio
|
Q1 2025
Reduced 32.31%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
24,517
shares
|
$3.4 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
24,325
shares
|
$3.37 Million
1.79% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
24,275
shares
|
$3.37 Million
0.11% of portfolio
|
Q3 2022
Added 291.6%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
23,749
shares
|
$3.29 Million
0.08% of portfolio
|
Q2 2025
Added 7.87%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
23,461
shares
|
$3.25 Million
0.69% of portfolio
|
Q2 2025
Reduced 20.04%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
23,365
shares
|
$3.24 Million
0.03% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
23,249
shares
|
$3.22 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
23,217
shares
|
$3.22 Million
0.18% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
23,158
shares
|
$3.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.04%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
22,994
shares
|
$3.19 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
22,798
shares
|
$3.16 Million
0.03% of portfolio
|
Q1 2025
Added 51.02%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
22,734
shares
|
$3.15 Million
0.24% of portfolio
|
Q2 2025
Reduced 16.65%
|
|
|
Treasure Coast Financial Planning
|
May 05, 2025 Q1 2025 |
22,667
shares
|
$3.14 Million
1.93% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
22,539
shares
|
$3.12 Million
0.45% of portfolio
|
Q2 2025
Reduced 15.95%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Apr 28, 2025 Q1 2025 |
22,355
shares
|
$3.1 Million
1.77% of portfolio
|
Q1 2025
Reduced 39.16%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
22,316
shares
|
$3.09 Million
0.05% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
22,283
shares
|
$3.09 Million
1.47% of portfolio
|
Q4 2022
Reduced 0.1%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
22,162
shares
|
$3.07 Million
0.07% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
21,900
shares
|
$3.04 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
21,689
shares
|
$3.01 Million
0.69% of portfolio
|
Q4 2022
Added 12.66%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
21,650
shares
|
$3 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
21,548
shares
|
$2.99 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
21,395
shares
|
$2.97 Million
0.46% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
21,303
shares
|
$2.95 Million
1.25% of portfolio
|
Q1 2025
Reduced 1.79%
|