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 |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
8,371
shares
|
$1.16 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
8,321
shares
|
$1.15 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
8,319
shares
|
$1.15 Million
0.18% of portfolio
|
Q1 2024
Added 0.75%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
8,273
shares
|
$1.15 Million
0.09% of portfolio
|
Q2 2025
Reduced 25.68%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
8,268
shares
|
$1.15 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
8,241
shares
|
$1.14 Million
0.17% of portfolio
|
Q1 2025
Reduced 22.12%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
8,237
shares
|
$1.14 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
8,192
shares
|
$1.14 Million
0.41% of portfolio
|
Q4 2019
New holding
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
8,169
shares
|
$1.13 Million
0.25% of portfolio
|
Q1 2025
Added 5.52%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
8,100
shares
|
$1.12 Million
0.03% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
8,025
shares
|
$1.11 Million
0.41% of portfolio
|
Q3 2022
Added 1.26%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
8,002
shares
|
$1.11 Million
0.03% of portfolio
|
Q4 2024
Reduced 90.08%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
7,992
shares
|
$1.11 Million
0.28% of portfolio
|
Q1 2025
Reduced 6.7%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
7,936
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Added 49.48%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
7,903
shares
|
$1.1 Million
0.08% of portfolio
|
Q3 2022
Added 72.59%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Apr 30, 2025 Q1 2025 |
7,897
shares
|
$1.09 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
7,894
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
7,883
shares
|
$1.09 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
7,855
shares
|
$1.09 Million
0.08% of portfolio
|
Q2 2025
Reduced 55.76%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
7,821
shares
|
$1.08 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
7,818
shares
|
$1.08 Million
0.37% of portfolio
|
Q2 2025
Added 9.53%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
7,812
shares
|
$1.08 Million
0.03% of portfolio
|
Q1 2025
Reduced 59.35%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
7,805
shares
|
$1.08 Million
0.61% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
7,800
shares
|
$1.08 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
7,796
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2025
Reduced 17.55%
|