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 |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
2,976
shares
|
$412,592
0.03% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
2,957
shares
|
$409,958
0.05% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
2,936
shares
|
$407,047
0.01% of portfolio
|
Q2 2023
Added 1.24%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
2,936
shares
|
$407,047
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
2,928
shares
|
$405,937
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
2,922
shares
|
$405,106
0.04% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
2,915
shares
|
$404,135
0.01% of portfolio
|
Q4 2023
Reduced 5.66%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
2,915
shares
|
$404,135
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
2,911
shares
|
$403,581
0.18% of portfolio
|
Q2 2024
Reduced 6.11%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,908
shares
|
$403,165
0.02% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
2,900
shares
|
$402,055
0.02% of portfolio
|
Q1 2024
Reduced 14.4%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
2,899
shares
|
$401,917
0.06% of portfolio
|
Q2 2024
Reduced 5.82%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
2,892
shares
|
$400,946
0.01% of portfolio
|
Q1 2025
Reduced 7.04%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
2,866
shares
|
$397,342
0.06% of portfolio
|
Q1 2025
Reduced 10.94%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
2,863
shares
|
$396,926
0.02% of portfolio
|
Q2 2025
Added 16.24%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
2,863
shares
|
$396,926
0.02% of portfolio
|
Q2 2025
Added 37.71%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
2,852
shares
|
$395,401
0.01% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
2,851
shares
|
$395,262
0.01% of portfolio
|
Q1 2025
Reduced 7.97%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
2,847
shares
|
$394,708
0.06% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
2,827
shares
|
$391,935
0.05% of portfolio
|
Q1 2024
Reduced 15.03%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
2,809
shares
|
$389,439
0.01% of portfolio
|
Q2 2023
Reduced 28.52%
|
|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
2,800
shares
|
$388,191
0.2% of portfolio
|
Q1 2023
Added 139900.0%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
2,796
shares
|
$387,637
0.14% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
2,793
shares
|
$387,221
0.01% of portfolio
|
Q2 2022
Reduced 8.4%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
2,780
shares
|
$385,419
0.01% of portfolio
|
Q2 2025
Reduced 1.03%
|