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 |
|---|---|---|---|---|---|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
15,564
shares
|
$2.16 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
15,561
shares
|
$2.16 Million
0.08% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
15,509
shares
|
$2.15 Million
0.88% of portfolio
|
Q3 2024
Reduced 10.84%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
15,482
shares
|
$2.15 Million
0.22% of portfolio
|
Q4 2023
Reduced 5.92%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
15,469
shares
|
$2.14 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
15,244
shares
|
$2.11 Million
0.04% of portfolio
|
Q2 2025
Reduced 22.47%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
15,103
shares
|
$2.09 Million
0.14% of portfolio
|
Q4 2023
Reduced 13.39%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
15,006
shares
|
$2.08 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
14,938
shares
|
$2.07 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
14,876
shares
|
$2.06 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
14,860
shares
|
$2.06 Million
0.44% of portfolio
|
Q1 2025
Reduced 18.71%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
14,816
shares
|
$2.05 Million
1.44% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
14,763
shares
|
$2.05 Million
0.07% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
14,725
shares
|
$2.04 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
14,648
shares
|
$2.03 Million
0.97% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
14,636
shares
|
$2.03 Million
0.07% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
14,576
shares
|
$2.02 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
14,569
shares
|
$2.02 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
14,542
shares
|
$2.02 Million
0.09% of portfolio
|
Q1 2025
Added 147.02%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
14,452
shares
|
$2 Million
0.44% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
14,407
shares
|
$2 Million
0.98% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
14,308
shares
|
$1.98 Million
0.02% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
14,292
shares
|
$1.98 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
14,282
shares
|
$1.98 Million
0.11% of portfolio
|
Q1 2025
Reduced 6.71%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
14,148
shares
|
$1.96 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.7%
|