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 |
|---|---|---|---|---|---|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
7,789
shares
|
$1.08 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
7,778
shares
|
$1.08 Million
0.04% of portfolio
|
Q1 2025
Reduced 38.83%
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
7,740
shares
|
$1.07 Million
0.43% of portfolio
|
Q2 2023
Reduced 5.61%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
7,678
shares
|
$1.06 Million
0.22% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
7,644
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2025
Reduced 14.73%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
7,578
shares
|
$1.05 Million
0.12% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
7,571
shares
|
$1.05 Million
0.13% of portfolio
|
Q2 2024
Reduced 34.18%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
7,564
shares
|
$1.05 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
7,193
shares
|
$997,237
0.64% of portfolio
|
Q1 2025
Added 8.66%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
7,185
shares
|
$996,128
0.72% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
7,092
shares
|
$983,234
0.06% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
7,058
shares
|
$978,521
0.16% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
7,035
shares
|
$975,332
0.1% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
7,001
shares
|
$970,618
0.03% of portfolio
|
Q1 2025
Added 9.32%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
7,000
shares
|
$970,479
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Mas Advisors LLC
Miami, FL |
May 14, 2025 Q1 2025 |
6,941
shares
|
$962,300
1.49% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
6,941
shares
|
$962,300
0.49% of portfolio
|
Q4 2023
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
6,939
shares
|
$962,022
0.08% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
6,928
shares
|
$960,497
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
6,924
shares
|
$959,943
0.08% of portfolio
|
Q2 2025
Reduced 7.43%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
6,850
shares
|
$949,683
0.0% of portfolio
|
Q1 2025
Reduced 57.74%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
6,807
shares
|
$943,722
0.07% of portfolio
|
Q3 2022
Added 269.95%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
6,790
shares
|
$941,365
0.0% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
6,767
shares
|
$938,176
0.08% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,734
shares
|
$933,601
0.07% of portfolio
|
Q1 2025
Reduced 7.5%
|