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 |
|---|---|---|---|---|---|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
3,844
shares
|
$532,932
0.27% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
3,840
shares
|
$532,377
0.02% of portfolio
|
Q2 2025
Reduced 12.94%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
3,835
shares
|
$531,684
0.25% of portfolio
|
Q2 2025
Reduced 10.65%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
3,825
shares
|
$530,298
0.14% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Apr 22, 2025 Q1 2025 |
3,817
shares
|
$529,188
0.06% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 11, 2025 Q1 2025 |
3,817
shares
|
$529,188
0.4% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
3,803
shares
|
$527,247
0.05% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
3,777
shares
|
$523,643
0.06% of portfolio
|
Q2 2025
Reduced 25.39%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
3,775
shares
|
$523,365
0.01% of portfolio
|
Q1 2025
Reduced 77.44%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
3,765
shares
|
$521,979
0.04% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
3,759
shares
|
$521,147
0.11% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
3,743
shares
|
$518,929
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,708
shares
|
$514,077
0.07% of portfolio
|
Q2 2023
Added 16.35%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
3,705
shares
|
$513,661
0.19% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
3,700
shares
|
$512,967
0.06% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
3,687
shares
|
$511,165
0.06% of portfolio
|
Q4 2023
Added 0.79%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
3,678
shares
|
$509,917
0.06% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
3,677
shares
|
$509,779
0.01% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
3,666
shares
|
$508,254
0.18% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
3,663
shares
|
$507,838
0.25% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
3,651
shares
|
$506,174
0.12% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
3,641
shares
|
$504,788
0.21% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
3,634
shares
|
$503,817
0.27% of portfolio
|
Q4 2023
Reduced 45.35%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
3,632
shares
|
$503,540
0.09% of portfolio
|
Q1 2025
Reduced 89.54%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
3,615
shares
|
$501,183
0.39% of portfolio
|
Q1 2025
Reduced 0.52%
|