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 |
|---|---|---|---|---|---|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Apr 28, 2025 Q1 2025 |
9,261
shares
|
$1.28 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Richwood Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
9,247
shares
|
$1.28 Million
1.07% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
9,209
shares
|
$1.28 Million
0.05% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
9,163
shares
|
$1.27 Million
0.09% of portfolio
|
Q3 2023
Reduced 18.14%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
9,154
shares
|
$1.27 Million
0.04% of portfolio
|
Q2 2023
Added 6.86%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
9,122
shares
|
$1.26 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
9,060
shares
|
$1.26 Million
0.09% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
9,008
shares
|
$1.25 Million
0.34% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
9,005
shares
|
$1.25 Million
0.14% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
8,984
shares
|
$1.25 Million
0.62% of portfolio
|
Q4 2023
Added 0.57%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
8,968
shares
|
$1.24 Million
0.22% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
8,946
shares
|
$1.24 Million
0.05% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
8,946
shares
|
$1.24 Million
0.34% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
8,939
shares
|
$1.24 Million
0.05% of portfolio
|
Q1 2025
Added 16.12%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
8,903
shares
|
$1.23 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
8,899
shares
|
$1.23 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
8,874
shares
|
$1.23 Million
0.01% of portfolio
|
Q1 2025
Added 20.98%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jul 11, 2025 Q2 2025 |
8,830
shares
|
$1.22 Million
0.37% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
8,795
shares
|
$1.22 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
8,675
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
8,644
shares
|
$1.2 Million
0.55% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jul 09, 2025 Q2 2025 |
8,573
shares
|
$1.19 Million
0.73% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
8,549
shares
|
$1.19 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Apr 04, 2025 Q1 2025 |
8,526
shares
|
$1.18 Million
0.5% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
8,390
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.18%
|