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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,159
shares
|
$437,963
0.01% of portfolio
|
Q4 2023
Reduced 3.25%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jul 16, 2025 Q2 2025 |
3,156
shares
|
$437,547
0.29% of portfolio
|
Q1 2024
Reduced 4.25%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
3,155
shares
|
$437,409
0.14% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
3,151
shares
|
$436,854
0.11% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,151
shares
|
$436,854
0.13% of portfolio
|
Q2 2024
Added 10.52%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,132
shares
|
$434,220
0.08% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
3,131
shares
|
$434,081
0.02% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,109
shares
|
$431,031
0.12% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
3,093
shares
|
$428,813
0.38% of portfolio
|
Q2 2024
Reduced 6.07%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
3,085
shares
|
$427,704
0.22% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,082
shares
|
$427,288
0.19% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
3,073
shares
|
$426,040
0.59% of portfolio
|
Q4 2022
Added 35.97%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
3,065
shares
|
$424,931
0.01% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
3,064
shares
|
$424,792
0.26% of portfolio
|
Q4 2022
Reduced 16.38%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
3,043
shares
|
$421,881
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
3,042
shares
|
$421,742
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 07, 2025 Q1 2025 |
3,031
shares
|
$420,217
0.23% of portfolio
|
Q1 2025
Reduced 22.2%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
3,029
shares
|
$419,940
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
3,027
shares
|
$419,663
0.01% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
3,022
shares
|
$418,970
0.02% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
3,020
shares
|
$418,692
0.22% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,016
shares
|
$418,138
0.01% of portfolio
|
Q2 2025
Reduced 10.16%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
3,013
shares
|
$417,722
0.1% of portfolio
|
Q4 2022
Added 11.06%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
3,006
shares
|
$416,751
0.09% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
3,004
shares
|
$416,474
0.11% of portfolio
|
Q1 2025
Added 0.2%
|