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 |
|---|---|---|---|---|---|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jan 21, 2026 Q4 2025 |
3,095
shares
|
$427,790
0.03% of portfolio
|
Q4 2025
Reduced 1.68%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
3,088
shares
|
$426,823
0.0% of portfolio
|
Q3 2025
Reduced 9.63%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
3,078
shares
|
$425,441
0.02% of portfolio
|
Q2 2025
Reduced 21.64%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
3,073
shares
|
$424,750
0.59% of portfolio
|
Q4 2022
Added 35.97%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
3,064
shares
|
$423,506
0.26% of portfolio
|
Q4 2022
Reduced 16.38%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 20, 2026 Q4 2025 |
3,061
shares
|
$423,091
0.19% of portfolio
|
Q4 2025
Added 0.72%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
3,058
shares
|
$422,676
0.0% of portfolio
|
Q4 2025
Reduced 13.59%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
3,042
shares
|
$420,465
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
3,032
shares
|
$419,083
0.02% of portfolio
|
Q4 2025
Added 5.2%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
3,030
shares
|
$418,806
0.01% of portfolio
|
Q3 2025
Reduced 35.9%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 20, 2026 Q4 2025 |
3,030
shares
|
$418,806
0.14% of portfolio
|
Q4 2025
Added 17.81%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 15, 2026 Q4 2025 |
3,014
shares
|
$416,595
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
3,013
shares
|
$416,456
0.09% of portfolio
|
Q4 2022
Added 11.06%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
3,012
shares
|
$416,318
0.01% of portfolio
|
Q2 2025
Reduced 12.62%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
3,005
shares
|
$415,351
0.01% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
2,993
shares
|
$413,692
0.09% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 13, 2026 Q4 2025 |
2,987
shares
|
$412,863
0.14% of portfolio
|
Q4 2025
Reduced 2.0%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
2,963
shares
|
$409,545
0.09% of portfolio
|
Q3 2025
Reduced 6.59%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
2,960
shares
|
$409,131
0.03% of portfolio
|
Q3 2025
Added 26.23%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
2,950
shares
|
$407,749
0.04% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
2,936
shares
|
$405,813
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West Bancorporation Inc
|
Oct 23, 2025 Q3 2025 |
2,935
shares
|
$405,675
0.24% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
2,928
shares
|
$404,708
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
2,917
shares
|
$403,187
0.04% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
2,915
shares
|
$402,911
0.01% of portfolio
|
Q4 2023
Reduced 5.66%
|
|