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 1,322 institutions that hold shares in the stock, with a total of 70.4 Million shares, which have been reported (via 13F filing form) to have a value of $9.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gunma Bank,Ltd.
|
Jul 14, 2025 Q2 2025 |
65,300
shares
|
$9.05 Million
2.89% of portfolio
|
Q1 2025
Added 27.29%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
64,980
shares
|
$9.01 Million
0.58% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
63,757
shares
|
$8.84 Million
0.2% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
63,115
shares
|
$8.75 Million
1.78% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
63,031
shares
|
$8.74 Million
0.05% of portfolio
|
Q1 2025
Reduced 13.52%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
62,850
shares
|
$8.71 Million
0.65% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
62,684
shares
|
$8.69 Million
0.09% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
61,989
shares
|
$8.59 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
61,662
shares
|
$8.55 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
60,852
shares
|
$8.44 Million
0.88% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Peterson Wealth Management
|
Jun 16, 2025 Q1 2025 |
60,569
shares
|
$8.4 Million
5.58% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
60,297
shares
|
$8.36 Million
0.03% of portfolio
|
Q1 2025
Added 9.66%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
59,564
shares
|
$8.26 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
59,157
shares
|
$8.2 Million
2.76% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
59,084
shares
|
$8.19 Million
4.1% of portfolio
|
Q1 2023
Reduced 2.46%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
58,845
shares
|
$8.16 Million
0.41% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
57,480
shares
|
$7.97 Million
0.05% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
57,458
shares
|
$7.97 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
56,944
shares
|
$7.89 Million
0.53% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
55,828
shares
|
$7.74 Million
0.16% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
55,244
shares
|
$7.66 Million
0.12% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
54,880
shares
|
$7.61 Million
2.68% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
53,686
shares
|
$7.44 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
53,340
shares
|
$7.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
52,851
shares
|
$7.33 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.6%
|