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 |
|---|---|---|---|---|---|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,655
shares
|
$368,089
0.03% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
2,653
shares
|
$367,811
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
2,650
shares
|
$367,395
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
2,643
shares
|
$366,425
0.06% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
2,641
shares
|
$366,148
0.08% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
2,634
shares
|
$365,177
0.04% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
2,627
shares
|
$364,207
0.03% of portfolio
|
Q2 2025
Added 18.23%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
2,621
shares
|
$363,375
0.07% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
2,614
shares
|
$362,404
0.17% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
2,610
shares
|
$361,850
0.05% of portfolio
|
Q1 2025
Reduced 18.64%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
2,605
shares
|
$361,157
0.03% of portfolio
|
Q1 2025
Added 65.4%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
2,600
shares
|
$360,463
0.08% of portfolio
|
Q1 2025
Reduced 24.37%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
2,585
shares
|
$358,384
0.03% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
2,584
shares
|
$358,245
0.09% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
2,583
shares
|
$358,107
0.01% of portfolio
|
Q2 2025
Reduced 11.24%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
2,580
shares
|
$357,691
0.03% of portfolio
|
Q3 2023
Added 5.09%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
2,570
shares
|
$356,304
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
2,570
shares
|
$356,304
0.07% of portfolio
|
Q4 2021
Reduced 0.39%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Apr 30, 2025 Q1 2025 |
2,570
shares
|
$356,304
0.42% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
2,554
shares
|
$354,086
0.05% of portfolio
|
Q2 2025
Reduced 48.86%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
2,550
shares
|
$353,531
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
2,546
shares
|
$352,977
0.05% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
2,544
shares
|
$352,700
0.02% of portfolio
|
Q2 2024
Added 2.42%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
2,541
shares
|
$352,284
0.21% of portfolio
|
Q2 2025
Added 19.24%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,540
shares
|
$352,145
0.04% of portfolio
|
Q1 2024
Reduced 18.59%
|