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 |
|---|---|---|---|---|---|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
4,117
shares
|
$569,051
0.22% of portfolio
|
Q4 2025
Reduced 0.89%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
4,115
shares
|
$568,775
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,103
shares
|
$567,116
0.03% of portfolio
|
Q4 2023
Reduced 2.52%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
4,065
shares
|
$561,864
0.04% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
4,034
shares
|
$557,579
0.2% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
4,029
shares
|
$556,888
0.11% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
4,023
shares
|
$556,059
0.04% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
4,016
shares
|
$555,091
0.02% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
4,009
shares
|
$554,123
0.04% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Ashford Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
4,000
shares
|
$552,880
0.12% of portfolio
|
Q3 2025
Added 116.45%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,959
shares
|
$547,212
0.01% of portfolio
|
Q4 2023
Reduced 6.93%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
3,941
shares
|
$544,725
0.49% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Addison Capital CO
|
Nov 03, 2025 Q3 2025 |
3,940
shares
|
$544,586
0.18% of portfolio
|
Q3 2025
Reduced 28.6%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
3,927
shares
|
$542,789
0.12% of portfolio
|
Q4 2023
Reduced 2.07%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
3,910
shares
|
$540,440
0.19% of portfolio
|
Q1 2023
Added 4.83%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
3,894
shares
|
$538,228
0.03% of portfolio
|
Q3 2025
Reduced 63.8%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jan 21, 2026 Q4 2025 |
3,851
shares
|
$532,285
0.32% of portfolio
|
Q4 2025
Added 0.31%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
3,825
shares
|
$528,691
0.1% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
3,820
shares
|
$528,000
0.05% of portfolio
|
Q4 2025
Added 0.42%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 16, 2026 Q4 2025 |
3,780
shares
|
$522,471
0.05% of portfolio
|
Q4 2025
Reduced 6.99%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
3,774
shares
|
$521,642
0.06% of portfolio
|
Q4 2025
Reduced 0.4%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
3,765
shares
|
$520,398
0.03% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
3,760
shares
|
$519,707
0.01% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
3,759
shares
|
$519,568
0.1% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Modera Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
3,757
shares
|
$519,292
0.01% of portfolio
|
Q4 2025
Reduced 4.43%
|
|