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 |
|---|---|---|---|---|---|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
2,293
shares
|
$316,938
0.03% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
2,285
shares
|
$315,832
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 23, 2026 Q4 2025 |
2,284
shares
|
$315,694
0.05% of portfolio
|
Q4 2025
Added 4.63%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
2,278
shares
|
$314,865
0.01% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
2,274
shares
|
$314,312
0.22% of portfolio
|
Q2 2025
Reduced 8.27%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
2,271
shares
|
$313,897
0.16% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
2,268
shares
|
$313,482
0.01% of portfolio
|
Q3 2025
Reduced 20.78%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
2,261
shares
|
$312,515
0.0% of portfolio
|
Q1 2024
Reduced 4.84%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
2,259
shares
|
$312,238
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
2,256
shares
|
$311,824
0.01% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,254
shares
|
$311,547
0.03% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,247
shares
|
$310,580
0.1% of portfolio
|
Q2 2022
Added 37.26%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
2,247
shares
|
$310,580
0.13% of portfolio
|
Q3 2025
Added 40.7%
|
|
|
Stegner Investment Associates Inc.
|
Nov 06, 2025 Q3 2025 |
2,221
shares
|
$306,986
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2026 Q4 2025 |
2,216
shares
|
$306,295
0.21% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Carson Advisory Inc.
|
Nov 06, 2025 Q3 2025 |
2,215
shares
|
$306,157
0.19% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
2,215
shares
|
$306,157
0.11% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Mayport, LLC
|
Jan 21, 2026 Q4 2025 |
2,200
shares
|
$304,084
0.06% of portfolio
|
Q4 2023
Added 10.0%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
2,198
shares
|
$303,807
0.03% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
2,197
shares
|
$303,669
0.03% of portfolio
|
Q4 2019
Added 1.82%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
2,188
shares
|
$302,425
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2025 Q3 2025 |
2,183
shares
|
$301,734
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 20, 2026 Q4 2025 |
2,177
shares
|
$300,904
0.02% of portfolio
|
Q4 2025
Added 8.52%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
2,174
shares
|
$300,490
0.11% of portfolio
|
Q4 2023
Added 0.32%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
2,164
shares
|
$299,108
0.13% of portfolio
|
Q2 2022
Added 0.23%
|
|