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 |
|---|---|---|---|---|---|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
6,176
shares
|
$856,240
0.34% of portfolio
|
Q1 2025
Added 14.26%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
6,157
shares
|
$853,606
0.45% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
6,149
shares
|
$852,497
0.14% of portfolio
|
Q1 2025
Reduced 8.63%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6,141
shares
|
$851,388
0.06% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
6,114
shares
|
$847,644
0.61% of portfolio
|
Q1 2025
Reduced 19.64%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
6,085
shares
|
$843,624
0.06% of portfolio
|
Q1 2025
Added 19.08%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
6,085
shares
|
$843,624
0.08% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
6,039
shares
|
$837,246
0.02% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
6,029
shares
|
$835,860
0.26% of portfolio
|
Q1 2025
Reduced 12.59%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
6,024
shares
|
$835,167
0.05% of portfolio
|
Q2 2022
Added 11.45%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
May 12, 2025 Q1 2025 |
6,024
shares
|
$835,167
0.57% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jul 18, 2025 Q2 2025 |
6,009
shares
|
$833,087
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
6,003
shares
|
$832,255
0.14% of portfolio
|
Q2 2024
Added 15.64%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
5,997
shares
|
$831,424
0.21% of portfolio
|
Q4 2018
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
5,980
shares
|
$829,067
0.03% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
5,970
shares
|
$827,680
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
5,957
shares
|
$825,878
0.03% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
5,956
shares
|
$825,739
0.06% of portfolio
|
Q4 2023
Reduced 1.65%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
5,878
shares
|
$814,925
0.31% of portfolio
|
Q1 2025
Reduced 8.6%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
5,792
shares
|
$803,002
0.23% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
5,759
shares
|
$798,427
0.04% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Addison Capital CO
|
May 27, 2025 Q1 2025 |
5,757
shares
|
$798,150
0.32% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
5,730
shares
|
$794,407
0.28% of portfolio
|
Q2 2025
Reduced 11.41%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
5,662
shares
|
$784,979
0.05% of portfolio
|
Q1 2025
Reduced 25.1%
|
|
|
United Bank
|
May 06, 2025 Q1 2025 |
5,649
shares
|
$783,177
0.32% of portfolio
|
Q1 2025
Reduced 4.64%
|