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 |
|---|---|---|---|---|---|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 20, 2026 Q4 2025 |
2,915
shares
|
$402,911
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,908
shares
|
$401,943
0.02% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
Global Trust Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
2,900
shares
|
$400,838
0.17% of portfolio
|
Q4 2025
Reduced 25.96%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
2,900
shares
|
$400,838
0.02% of portfolio
|
Q1 2024
Reduced 14.4%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
2,899
shares
|
$400,699
0.05% of portfolio
|
Q2 2024
Reduced 5.82%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
2,896
shares
|
$400,285
0.17% of portfolio
|
Q3 2025
Added 10.03%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
2,892
shares
|
$399,732
0.01% of portfolio
|
Q1 2025
Reduced 7.04%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
2,885
shares
|
$398,764
0.02% of portfolio
|
Q4 2025
Reduced 4.53%
|
|
|
Clear Trail Advisors, LLC
Houston, TX |
Jan 09, 2026 Q4 2025 |
2,885
shares
|
$398,764
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
2,863
shares
|
$395,723
0.03% of portfolio
|
Q3 2025
Added 29.9%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
2,856
shares
|
$394,756
0.01% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jan 08, 2026 Q4 2025 |
2,843
shares
|
$392,959
0.19% of portfolio
|
Q4 2025
Added 14.09%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
2,836
shares
|
$391,991
0.05% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Ntv Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
2,825
shares
|
$390,471
0.04% of portfolio
|
Q4 2025
Reduced 0.07%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
2,809
shares
|
$388,259
0.01% of portfolio
|
Q2 2023
Reduced 28.52%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
2,808
shares
|
$388,121
0.07% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
My Personal Cfo, LLC
|
Jan 15, 2026 Q4 2025 |
2,800
shares
|
$387,016
0.18% of portfolio
|
Q4 2025
New holding
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
2,800
shares
|
$387,016
0.03% of portfolio
|
Q3 2025
Reduced 11.59%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
2,793
shares
|
$386,048
0.01% of portfolio
|
Q2 2022
Reduced 8.4%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
2,791
shares
|
$385,772
0.02% of portfolio
|
Q3 2025
Added 10.71%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
2,777
shares
|
$383,836
0.06% of portfolio
|
Q4 2025
Reduced 6.59%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
2,774
shares
|
$383,422
0.01% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
2,770
shares
|
$382,869
0.07% of portfolio
|
Q3 2025
Reduced 19.78%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
2,759
shares
|
$381,348
0.07% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 22, 2026 Q4 2025 |
2,759
shares
|
$381,348
0.15% of portfolio
|
Q4 2025
Reduced 9.39%
|
|