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 |
|---|---|---|---|---|---|
|
American National Bank
|
Jan 20, 2026 Q4 2025 |
2,161
shares
|
$298,693
0.03% of portfolio
|
Q4 2025
Reduced 5.72%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,160
shares
|
$298,555
0.04% of portfolio
|
Q4 2024
Reduced 13.32%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
2,154
shares
|
$297,725
0.01% of portfolio
|
Q2 2024
Reduced 3.88%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
2,146
shares
|
$296,620
0.05% of portfolio
|
Q2 2025
Reduced 18.12%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
2,143
shares
|
$296,205
0.02% of portfolio
|
Q3 2025
Reduced 18.42%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jan 22, 2026 Q4 2025 |
2,139
shares
|
$295,652
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
2,137
shares
|
$295,376
0.23% of portfolio
|
Q4 2022
Reduced 34.75%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
2,135
shares
|
$295,099
0.01% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
2,128
shares
|
$294,132
0.05% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Covenant Asset Management, LLC
|
Oct 30, 2025 Q3 2025 |
2,123
shares
|
$293,441
0.03% of portfolio
|
Q4 2024
Reduced 68.0%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
2,115
shares
|
$292,335
0.06% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
2,110
shares
|
$291,644
0.12% of portfolio
|
Q4 2025
Added 0.29%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,109
shares
|
$291,505
0.02% of portfolio
|
Q3 2025
Added 6.89%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
2,108
shares
|
$291,367
0.04% of portfolio
|
Q2 2025
Added 257.29%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
2,103
shares
|
$290,676
0.04% of portfolio
|
Q3 2025
Reduced 17.53%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
2,101
shares
|
$290,400
0.0% of portfolio
|
Q4 2025
Added 16.4%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
2,095
shares
|
$289,570
0.02% of portfolio
|
Q2 2025
Added 16.71%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
2,087
shares
|
$288,465
0.0% of portfolio
|
Q3 2025
Reduced 10.89%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
2,085
shares
|
$288,188
0.07% of portfolio
|
Q4 2022
Reduced 59.0%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 23, 2026 Q4 2025 |
2,077
shares
|
$287,082
0.18% of portfolio
|
Q4 2025
Reduced 2.07%
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
2,076
shares
|
$286,944
0.01% of portfolio
|
Q2 2024
Reduced 6.11%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
2,072
shares
|
$286,391
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
2,069
shares
|
$285,977
0.04% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
2,065
shares
|
$285,424
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
2,060
shares
|
$284,733
0.03% of portfolio
|
Q3 2025
Added 14.57%
|
|