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 |
|---|---|---|---|---|---|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
4,422
shares
|
$613,066
0.03% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
4,405
shares
|
$610,709
0.07% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
4,400
shares
|
$610,015
0.01% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Zwj Investment Counsel Inc
|
Apr 28, 2025 Q1 2025 |
4,398
shares
|
$609,738
0.03% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,396
shares
|
$609,461
0.05% of portfolio
|
Q4 2023
Reduced 9.45%
|
|
|
Hilton Capital Management, LLC
|
May 13, 2025 Q1 2025 |
4,390
shares
|
$608,629
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
4,387
shares
|
$608,213
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
4,380
shares
|
$607,243
0.57% of portfolio
|
Q4 2022
Reduced 2.52%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
4,366
shares
|
$605,302
0.23% of portfolio
|
Q1 2025
Reduced 12.19%
|
|
|
Martin Capital Partners, LLC
|
Jul 08, 2025 Q2 2025 |
4,346
shares
|
$602,529
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
4,315
shares
|
$598,231
0.09% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
4,314
shares
|
$598,092
0.03% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
4,309
shares
|
$597,399
0.13% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
4,300
shares
|
$596,151
0.19% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
4,292
shares
|
$595,042
0.01% of portfolio
|
Q1 2025
Reduced 18.73%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
4,279
shares
|
$593,240
0.05% of portfolio
|
Q1 2025
Reduced 7.36%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
4,271
shares
|
$592,131
0.13% of portfolio
|
Q2 2022
Added 7.31%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
4,242
shares
|
$588,110
0.01% of portfolio
|
Q1 2025
Added 41.59%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
4,224
shares
|
$585,615
0.4% of portfolio
|
Q1 2024
Reduced 19.14%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,215
shares
|
$584,367
0.01% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
4,208
shares
|
$583,397
0.12% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
4,200
shares
|
$582,288
0.03% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
4,195
shares
|
$581,594
0.04% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
4,180
shares
|
$579,515
0.28% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
4,178
shares
|
$579,237
0.02% of portfolio
|
Q1 2025
Reduced 19.95%
|