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 |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
626
shares
|
$86,788
0.0% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
622
shares
|
$86,234
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
620
shares
|
$85,956
0.04% of portfolio
|
Q1 2024
Reduced 17.66%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
604
shares
|
$83,738
0.03% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
600
shares
|
$83,183
0.02% of portfolio
|
Q2 2020
Reduced 84.26%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
600
shares
|
$83,183
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
590
shares
|
$81,797
0.01% of portfolio
|
Q1 2025
Reduced 71.09%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
587
shares
|
$81,381
0.06% of portfolio
|
Q1 2025
Reduced 44.15%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
582
shares
|
$80,688
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
559
shares
|
$77,499
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
520
shares
|
$72,092
0.03% of portfolio
|
Q1 2025
Reduced 51.63%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
515
shares
|
$71,399
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
509
shares
|
$70,567
0.02% of portfolio
|
Q1 2024
Reduced 11.79%
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
506
shares
|
$70,151
0.01% of portfolio
|
Q1 2023
Added 11.7%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
496
shares
|
$68,765
0.02% of portfolio
|
Q1 2025
Added 272.93%
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
496
shares
|
$68,765
0.05% of portfolio
|
Q1 2025
Reduced 92.44%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
495
shares
|
$68,626
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
481
shares
|
$66,685
0.0% of portfolio
|
Q2 2025
Reduced 22.29%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
477
shares
|
$66,131
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
475
shares
|
$65,854
0.04% of portfolio
|
Q2 2020
Reduced 32.14%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
475
shares
|
$65,854
0.02% of portfolio
|
Q4 2023
Reduced 55.81%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
454
shares
|
$62,942
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
445
shares
|
$61,694
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
441
shares
|
$61,140
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
425
shares
|
$58,921
0.02% of portfolio
|
Q4 2024
Added 203.57%
|