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 1,340 institutions that hold shares in the stock, with a total of 71.1 Million shares, which have been reported (via 13F filing form) to have a value of $10 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
5,350
shares
|
$752,531
0.27% of portfolio
|
Q4 2022
Reduced 99.2%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
5,307
shares
|
$746,482
0.09% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
5,270
shares
|
$741,278
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
5,258
shares
|
$739,590
0.01% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
5,240
shares
|
$737,058
0.03% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
5,224
shares
|
$734,807
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Noesis Capital Mangement Corp
|
Aug 04, 2025 Q2 2025 |
5,203
shares
|
$731,853
0.12% of portfolio
|
Q2 2025
Reduced 33.2%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
5,200
shares
|
$731,432
0.11% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
5,185
shares
|
$729,322
0.21% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Aug 01, 2025 Q2 2025 |
5,185
shares
|
$729,322
0.39% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
5,146
shares
|
$723,836
0.15% of portfolio
|
Q3 2023
Reduced 19.34%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
5,093
shares
|
$716,381
0.0% of portfolio
|
Q2 2025
Reduced 25.65%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
5,078
shares
|
$714,271
0.06% of portfolio
|
Q2 2025
Reduced 26.7%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
5,059
shares
|
$711,598
0.05% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
5,035
shares
|
$708,223
0.18% of portfolio
|
Q2 2025
Reduced 16.56%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
5,026
shares
|
$706,957
0.28% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
5,000
shares
|
$703,300
0.33% of portfolio
|
Q3 2021
Reduced 24.27%
|
|
|
Seven Bridge Financial Group, LLC
|
Sep 04, 2025 Q2 2025 |
4,959
shares
|
$697,532
0.13% of portfolio
|
Q2 2025
Reduced 11.57%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
4,956
shares
|
$697,110
0.01% of portfolio
|
Q2 2025
Added 11.9%
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
4,953
shares
|
$696,688
0.1% of portfolio
|
Q2 2025
Reduced 11.51%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
4,932
shares
|
$693,735
0.05% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
4,901
shares
|
$689,374
0.0% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
4,893
shares
|
$688,249
0.05% of portfolio
|
Q2 2025
Added 20.96%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
4,883
shares
|
$686,842
0.01% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,877
shares
|
$685,998
0.24% of portfolio
|
Q4 2024
Added 0.35%
|