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 1,362 institutions that hold shares in the stock, with a total of 70.7 Million shares, which have been reported (via 13F filing form) to have a value of $9.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
18,407
shares
|
$2.54 Million
0.56% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
18,263
shares
|
$2.52 Million
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
18,078
shares
|
$2.5 Million
0.13% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
18,007
shares
|
$2.49 Million
0.41% of portfolio
|
Q3 2025
Reduced 49.68%
|
|
|
Planning Directions Inc
|
Jan 20, 2026 Q4 2025 |
17,991
shares
|
$2.49 Million
1.29% of portfolio
|
Q4 2025
Reduced 4.95%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
17,948
shares
|
$2.48 Million
0.35% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Oct 28, 2025 Q3 2025 |
17,892
shares
|
$2.47 Million
2.2% of portfolio
|
Q3 2025
Reduced 55.4%
|
|
|
Liberty One Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
17,857
shares
|
$2.47 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
17,781
shares
|
$2.46 Million
1.34% of portfolio
|
Q2 2022
Reduced 0.37%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
17,755
shares
|
$2.45 Million
0.56% of portfolio
|
Q4 2025
Added 0.28%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
17,275
shares
|
$2.39 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
17,207
shares
|
$2.38 Million
0.02% of portfolio
|
Q4 2025
Added 27.38%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
16,798
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
16,744
shares
|
$2.31 Million
0.06% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
16,630
shares
|
$2.3 Million
1.11% of portfolio
|
Q3 2025
Added 220.73%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
16,594
shares
|
$2.29 Million
0.3% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
16,333
shares
|
$2.26 Million
0.06% of portfolio
|
Q3 2025
Added 10.09%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
16,267
shares
|
$2.25 Million
0.08% of portfolio
|
Q4 2025
Reduced 0.64%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
16,247
shares
|
$2.25 Million
0.85% of portfolio
|
Q3 2025
Reduced 9.05%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
16,227
shares
|
$2.24 Million
0.27% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
16,223
shares
|
$2.24 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.54%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
16,165
shares
|
$2.23 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
15,964
shares
|
$2.21 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
15,793
shares
|
$2.18 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
15,768
shares
|
$2.18 Million
0.05% of portfolio
|
Q3 2025
Added 254.82%
|
|