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 |
|---|---|---|---|---|---|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
1,500
shares
|
$207,959
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
1,486
shares
|
$206,019
0.02% of portfolio
|
Q1 2025
Reduced 11.65%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
1,485
shares
|
$205,880
0.03% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
1,482
shares
|
$205,464
0.05% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
May 13, 2025 Q1 2025 |
1,480
shares
|
$205,187
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
1,475
shares
|
$204,493
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
1,475
shares
|
$204,493
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
River Glades Family Offices LLC
Naples, FL |
May 09, 2025 Q1 2025 |
1,475
shares
|
$204,493
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
1,475
shares
|
$204,493
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
1,460
shares
|
$202,414
0.07% of portfolio
|
Q4 2023
Reduced 47.01%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
1,456
shares
|
$201,859
0.06% of portfolio
|
Q1 2025
Reduced 14.4%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Jul 15, 2025 Q2 2025 |
1,444
shares
|
$200,196
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
1,425
shares
|
$197,561
0.01% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
1,400
shares
|
$194,095
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
1,369
shares
|
$189,798
0.02% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
1,314
shares
|
$182,172
0.02% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
1,298
shares
|
$179,954
0.02% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,292
shares
|
$179,122
0.03% of portfolio
|
Q1 2020
Reduced 7.18%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,287
shares
|
$178,429
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
1,286
shares
|
$178,291
0.1% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
1,260
shares
|
$174,686
0.01% of portfolio
|
Q4 2020
Reduced 5.46%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
1,237
shares
|
$171,497
0.06% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
1,214
shares
|
$168,308
0.05% of portfolio
|
Q1 2025
Reduced 19.82%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
1,211
shares
|
$167,893
0.12% of portfolio
|
Q1 2025
Reduced 22.27%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
1,180
shares
|
$163,595
0.05% of portfolio
|
Q4 2023
Reduced 1.58%
|