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 |
|---|---|---|---|---|---|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
2,216
shares
|
$307,226
0.24% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
2,204
shares
|
$305,562
0.02% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
2,200
shares
|
$305,007
0.08% of portfolio
|
Q4 2023
Added 10.0%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
2,200
shares
|
$305,007
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
2,182
shares
|
$302,512
0.21% of portfolio
|
Q1 2025
Reduced 7.03%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
2,177
shares
|
$301,819
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
2,174
shares
|
$301,403
0.11% of portfolio
|
Q4 2023
Added 0.32%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
2,169
shares
|
$300,710
0.05% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
2,164
shares
|
$300,016
0.13% of portfolio
|
Q2 2022
Added 0.23%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
2,161
shares
|
$299,601
0.22% of portfolio
|
Q1 2025
Reduced 90.26%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,160
shares
|
$299,462
0.04% of portfolio
|
Q4 2024
Reduced 13.32%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
2,154
shares
|
$298,630
0.01% of portfolio
|
Q2 2024
Reduced 3.88%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
2,137
shares
|
$296,273
0.23% of portfolio
|
Q4 2022
Reduced 34.75%
|
|
|
Baugh & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
2,135
shares
|
$295,996
0.14% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
2,135
shares
|
$295,996
0.1% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
2,127
shares
|
$294,887
0.06% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,123
shares
|
$294,332
0.04% of portfolio
|
Q4 2024
Reduced 68.0%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
2,119
shares
|
$293,778
0.1% of portfolio
|
Q1 2025
Added 13.68%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
2,115
shares
|
$293,223
0.06% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
2,113
shares
|
$292,946
0.23% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
May 14, 2025 Q1 2025 |
2,093
shares
|
$290,173
0.22% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Apr 22, 2025 Q1 2025 |
2,091
shares
|
$289,896
0.26% of portfolio
|
Q1 2025
Added 29.8%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
2,087
shares
|
$289,341
0.0% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
2,085
shares
|
$289,064
0.08% of portfolio
|
Q4 2022
Reduced 59.0%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
2,078
shares
|
$288,093
0.23% of portfolio
|
Q1 2025
New holding
|