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 |
|---|---|---|---|---|---|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
10,083
shares
|
$1.4 Million
0.14% of portfolio
|
Q1 2025
Added 13.87%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
10,049
shares
|
$1.39 Million
0.1% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
10,030
shares
|
$1.39 Million
0.05% of portfolio
|
Q1 2025
Added 350.58%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
9,873
shares
|
$1.37 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
9,842
shares
|
$1.36 Million
0.69% of portfolio
|
Q1 2024
Reduced 9.84%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
9,782
shares
|
$1.36 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
9,744
shares
|
$1.35 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
9,706
shares
|
$1.35 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
9,644
shares
|
$1.34 Million
0.58% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
9,643
shares
|
$1.34 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
9,623
shares
|
$1.33 Million
0.86% of portfolio
|
Q2 2025
Added 19.81%
|
|
|
Conservest Capital Advisors, Inc.
|
May 05, 2025 Q1 2025 |
9,573
shares
|
$1.33 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
9,544
shares
|
$1.32 Million
0.04% of portfolio
|
Q1 2025
Added 13.21%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
9,538
shares
|
$1.32 Million
0.03% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
9,501
shares
|
$1.32 Million
0.15% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
9,496
shares
|
$1.32 Million
0.62% of portfolio
|
Q1 2025
Reduced 77.75%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
9,476
shares
|
$1.31 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
9,465
shares
|
$1.31 Million
0.61% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
9,463
shares
|
$1.31 Million
1.16% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
9,437
shares
|
$1.31 Million
0.36% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
9,392
shares
|
$1.3 Million
0.1% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
9,389
shares
|
$1.3 Million
0.49% of portfolio
|
Q1 2022
Added 2.18%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
9,383
shares
|
$1.3 Million
0.76% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
9,308
shares
|
$1.29 Million
0.7% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
9,293
shares
|
$1.29 Million
0.06% of portfolio
|
Q1 2025
Added 0.61%
|