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 |
|---|---|---|---|---|---|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
5,224
shares
|
$724,255
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
5,203
shares
|
$721,343
0.0% of portfolio
|
Q1 2025
Reduced 25.07%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
5,200
shares
|
$720,927
0.11% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
5,185
shares
|
$718,848
0.21% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
5,146
shares
|
$713,441
0.15% of portfolio
|
Q3 2023
Reduced 19.34%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
5,100
shares
|
$707,063
0.07% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
May 12, 2025 Q1 2025 |
5,095
shares
|
$706,370
0.04% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 16, 2025 Q1 2025 |
5,067
shares
|
$702,488
0.51% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
5,059
shares
|
$701,379
0.06% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
5,035
shares
|
$698,052
0.18% of portfolio
|
Q2 2025
Reduced 16.56%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
5,000
shares
|
$693,199
0.33% of portfolio
|
Q3 2021
Reduced 24.27%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
4,998
shares
|
$692,922
0.02% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
4,983
shares
|
$690,843
0.03% of portfolio
|
Q1 2025
Added 30.58%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
4,956
shares
|
$687,099
0.01% of portfolio
|
Q2 2025
Added 11.9%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
4,918
shares
|
$681,831
0.06% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
4,915
shares
|
$681,415
0.02% of portfolio
|
Q1 2025
Reduced 14.04%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
4,913
shares
|
$681,138
0.3% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
4,900
shares
|
$679,335
0.04% of portfolio
|
Q3 2024
Reduced 95.75%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,877
shares
|
$676,147
0.24% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,851
shares
|
$672,542
0.02% of portfolio
|
Q1 2024
Added 22.04%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,832
shares
|
$669,908
0.0% of portfolio
|
Q4 2022
Reduced 3.86%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
4,818
shares
|
$667,967
0.01% of portfolio
|
Q1 2025
Reduced 9.83%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
4,810
shares
|
$666,858
0.05% of portfolio
|
Q1 2025
Added 20.55%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
May 15, 2025 Q1 2025 |
4,800
shares
|
$665,471
0.03% of portfolio
|
Q4 2021
Reduced 76.59%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
4,790
shares
|
$664,085
0.21% of portfolio
|
Q2 2025
Reduced 5.15%
|