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 1,340 institutions that hold shares in the stock, with a total of 71.1 Million shares, which have been reported (via 13F filing form) to have a value of $10 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
105
shares
|
$14,769
0.0% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
105
shares
|
$14,769
0.01% of portfolio
|
Q2 2025
Reduced 9.48%
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
103
shares
|
$14,487
0.0% of portfolio
|
Q2 2025
Added 329.17%
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
102
shares
|
$14,347
0.01% of portfolio
|
Q4 2024
New holding
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
101
shares
|
$14,206
0.0% of portfolio
|
Q1 2025
New holding
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
100
shares
|
$14,066
0.0% of portfolio
|
Q4 2024
New holding
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
100
shares
|
$14,066
0.01% of portfolio
|
Q1 2025
New holding
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
100
shares
|
$14,066
0.02% of portfolio
|
Q1 2025
New holding
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
100
shares
|
$14,066
0.01% of portfolio
|
Q1 2025
New holding
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
100
shares
|
$14,066
0.0% of portfolio
|
Q2 2025
New holding
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
95
shares
|
$13,362
0.0% of portfolio
|
Q1 2025
Reduced 31.65%
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
94
shares
|
$13,222
0.0% of portfolio
|
Q2 2025
Added 1.08%
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
90
shares
|
$12,659
0.0% of portfolio
|
Q2 2025
New holding
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
86
shares
|
$12,096
0.01% of portfolio
|
Q2 2025
Reduced 15.69%
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
85
shares
|
$11,956
0.0% of portfolio
|
Q1 2025
Added 1.19%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
84
shares
|
$11,815
0.01% of portfolio
|
Q4 2024
Reduced 99.23%
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
81
shares
|
$11,393
0.0% of portfolio
|
Q2 2024
New holding
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Aug 28, 2025 Q2 2025 |
75
shares
|
$10,549
0.0% of portfolio
|
Q4 2024
New holding
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
72
shares
|
$10,127
0.0% of portfolio
|
Q4 2022
New holding
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
67
shares
|
$9,424
0.01% of portfolio
|
Q4 2024
New holding
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
65
shares
|
$9,142
0.0% of portfolio
|
Q2 2025
New holding
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
64
shares
|
$9,002
0.0% of portfolio
|
Q1 2025
Added 1.59%
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
64
shares
|
$9,002
0.01% of portfolio
|
Q4 2024
New holding
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
63
shares
|
$8,861
0.0% of portfolio
|
Q4 2024
New holding
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
63
shares
|
$8,861
0.01% of portfolio
|
Q1 2025
New holding
|