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 |
|---|---|---|---|---|---|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
4,271
shares
|
$600,758
0.13% of portfolio
|
Q2 2022
Added 7.31%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
4,264
shares
|
$599,774
0.15% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
4,248
shares
|
$597,523
0.02% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
4,217
shares
|
$593,163
0.12% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
4,217
shares
|
$593,163
0.36% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
4,208
shares
|
$591,897
0.04% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
4,206
shares
|
$591,615
0.02% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
4,185
shares
|
$588,662
0.26% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
4,178
shares
|
$587,677
0.02% of portfolio
|
Q1 2025
Reduced 19.95%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
4,154
shares
|
$584,301
0.14% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
4,108
shares
|
$577,831
0.19% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,103
shares
|
$577,127
0.03% of portfolio
|
Q4 2023
Reduced 2.52%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
4,075
shares
|
$573,189
0.02% of portfolio
|
Q2 2025
Reduced 63.37%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
4,069
shares
|
$572,345
0.04% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Aug 13, 2025 Q2 2025 |
4,062
shares
|
$571,360
0.06% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
4,040
shares
|
$568,266
0.04% of portfolio
|
Q2 2025
Reduced 16.01%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
4,034
shares
|
$567,422
0.2% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
4,029
shares
|
$566,719
0.11% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
4,025
shares
|
$566,156
0.22% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
4,016
shares
|
$564,890
0.09% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
4,000
shares
|
$562,640
0.06% of portfolio
|
Q2 2025
Added 73.91%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
3,980
shares
|
$559,826
0.02% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
3,979
shares
|
$559,686
0.01% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
3,975
shares
|
$559,123
0.26% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,959
shares
|
$556,872
0.3% of portfolio
|
Q2 2025
Added 0.13%
|