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 |
|---|---|---|---|---|---|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
4,149
shares
|
$575,217
0.01% of portfolio
|
Q1 2025
Added 12.47%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
4,128
shares
|
$572,305
0.02% of portfolio
|
Q1 2025
Added 8.8%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
4,120
shares
|
$571,196
0.16% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
4,108
shares
|
$569,533
0.19% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,103
shares
|
$568,839
0.03% of portfolio
|
Q4 2023
Reduced 2.52%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
4,079
shares
|
$565,512
0.0% of portfolio
|
Q1 2025
Added 17.92%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
4,056
shares
|
$562,323
0.05% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
4,045
shares
|
$560,798
0.04% of portfolio
|
Q1 2025
Reduced 20.51%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
4,036
shares
|
$559,551
0.02% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
4,034
shares
|
$559,273
0.2% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
4,025
shares
|
$558,026
0.23% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
4,016
shares
|
$556,778
0.09% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Ashford Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
4,000
shares
|
$554,560
0.14% of portfolio
|
Q1 2024
Reduced 26.81%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
4,000
shares
|
$554,560
0.04% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
3,975
shares
|
$551,094
0.26% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,959
shares
|
$548,875
0.3% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,959
shares
|
$548,875
0.01% of portfolio
|
Q4 2023
Reduced 6.93%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
3,928
shares
|
$544,577
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
3,927
shares
|
$544,439
0.12% of portfolio
|
Q4 2023
Reduced 2.07%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
3,914
shares
|
$542,636
0.08% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
3,910
shares
|
$542,082
0.19% of portfolio
|
Q1 2023
Added 4.83%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
3,881
shares
|
$538,061
0.04% of portfolio
|
Q1 2025
Added 30.32%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
3,870
shares
|
$536,536
0.04% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
West Bancorporation Inc
|
Apr 25, 2025 Q1 2025 |
3,868
shares
|
$536,259
0.37% of portfolio
|
Q1 2025
Reduced 29.93%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
3,854
shares
|
$534,318
0.2% of portfolio
|
Q1 2024
Reduced 3.99%
|