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 |
|---|---|---|---|---|---|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
4,760
shares
|
$659,926
0.21% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
4,739
shares
|
$657,014
0.07% of portfolio
|
Q1 2025
Reduced 37.53%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
4,737
shares
|
$656,737
0.42% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Sageworth Trust CO
|
Apr 28, 2025 Q1 2025 |
4,675
shares
|
$648,141
0.04% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
4,654
shares
|
$645,230
0.3% of portfolio
|
Q4 2024
Added 12.2%
|
|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
4,654
shares
|
$645,230
0.3% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
4,649
shares
|
$644,537
0.01% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
4,637
shares
|
$642,873
0.02% of portfolio
|
Q1 2025
Reduced 17.15%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,620
shares
|
$640,516
0.11% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
4,619
shares
|
$640,378
0.06% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
4,615
shares
|
$639,823
0.21% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
4,606
shares
|
$638,575
0.33% of portfolio
|
Q2 2025
Reduced 21.83%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
4,600
shares
|
$637,743
0.03% of portfolio
|
Q2 2023
Added 64.29%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
4,580
shares
|
$634,971
0.08% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
4,565
shares
|
$632,891
0.12% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
May 02, 2025 Q1 2025 |
4,542
shares
|
$629,702
0.27% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
4,538
shares
|
$629,148
0.01% of portfolio
|
Q4 2022
Reduced 2.87%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
4,534
shares
|
$628,593
0.23% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
4,529
shares
|
$627,900
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
4,527
shares
|
$627,623
0.11% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
4,520
shares
|
$626,652
1.7% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
4,503
shares
|
$624,295
0.03% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
4,463
shares
|
$618,750
0.11% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
4,460
shares
|
$618,334
0.5% of portfolio
|
Q1 2025
Reduced 36.33%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
4,435
shares
|
$614,868
0.06% of portfolio
|
Q2 2025
Reduced 0.96%
|