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 |
|---|---|---|---|---|---|
|
Wealth Advisory Solutions, LLC
|
Jan 16, 2026 Q4 2025 |
3,269
shares
|
$451,841
0.11% of portfolio
|
Q4 2025
Added 0.62%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
3,267
shares
|
$451,564
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
3,259
shares
|
$450,458
0.19% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
3,259
shares
|
$450,458
0.05% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
3,252
shares
|
$449,491
0.33% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 16, 2026 Q4 2025 |
3,252
shares
|
$449,491
0.19% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,251
shares
|
$449,353
0.25% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
3,250
shares
|
$449,215
0.2% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Sawgrass Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
3,240
shares
|
$447,832
0.06% of portfolio
|
Q4 2024
Reduced 7.8%
|
|
|
Baldwin Brothers LLC
|
Jan 07, 2026 Q4 2025 |
3,230
shares
|
$446,450
0.03% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,209
shares
|
$443,547
0.03% of portfolio
|
Q3 2025
Reduced 8.34%
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
3,203
shares
|
$442,718
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
3,179
shares
|
$439,401
0.08% of portfolio
|
Q3 2024
Reduced 19.4%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,159
shares
|
$436,636
0.01% of portfolio
|
Q4 2023
Reduced 3.25%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 16, 2026 Q4 2025 |
3,158
shares
|
$436,498
0.02% of portfolio
|
Q4 2025
Added 10.3%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 23, 2025 Q3 2025 |
3,156
shares
|
$436,222
0.27% of portfolio
|
Q1 2024
Reduced 4.25%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
3,155
shares
|
$436,084
0.1% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
3,151
shares
|
$435,531
0.13% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Smith & Howard Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
3,141
shares
|
$434,149
0.13% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
3,138
shares
|
$433,734
0.08% of portfolio
|
Q2 2025
Added 18.82%
|
|
|
Secure Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
3,136
shares
|
$433,457
0.07% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
3,123
shares
|
$431,661
0.02% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
3,122
shares
|
$431,522
0.09% of portfolio
|
Q4 2025
Added 0.16%
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
3,121
shares
|
$431,384
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
3,105
shares
|
$429,173
0.19% of portfolio
|
Q3 2025
Added 0.32%
|
|