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 |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
2,057
shares
|
$284,318
0.04% of portfolio
|
Q3 2025
Added 59.21%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 29, 2025 Q3 2025 |
2,043
shares
|
$282,383
0.19% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Nov 04, 2025 Q3 2025 |
2,042
shares
|
$282,245
1.33% of portfolio
|
Q2 2025
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jan 23, 2026 Q4 2025 |
2,040
shares
|
$281,968
0.2% of portfolio
|
Q4 2025
Added 0.74%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Nov 14, 2025 Q3 2025 |
2,039
shares
|
$281,830
0.11% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
2,036
shares
|
$281,415
0.03% of portfolio
|
Q1 2021
Reduced 12.69%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
2,035
shares
|
$281,277
0.0% of portfolio
|
Q4 2020
Reduced 49.57%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
2,034
shares
|
$281,139
0.01% of portfolio
|
Q4 2025
Added 39.7%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,014
shares
|
$278,375
0.0% of portfolio
|
Q2 2024
Reduced 57.81%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
2,012
shares
|
$278,098
0.08% of portfolio
|
Q2 2025
Reduced 33.02%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
2,009
shares
|
$277,683
0.01% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
2,008
shares
|
$277,545
0.07% of portfolio
|
Q4 2025
Reduced 0.4%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2026 Q4 2025 |
2,007
shares
|
$277,407
0.08% of portfolio
|
Q4 2025
Reduced 2.43%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
2,005
shares
|
$277,131
0.01% of portfolio
|
Q3 2025
Reduced 7.0%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
2,004
shares
|
$276,992
0.11% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2026 Q4 2025 |
2,000
shares
|
$276,440
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
2,000
shares
|
$276,440
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
2,000
shares
|
$276,440
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
2,000
shares
|
$276,440
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
1,999
shares
|
$276,301
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Family Legacy, Inc.
|
Nov 12, 2025 Q3 2025 |
1,995
shares
|
$275,748
0.09% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jan 16, 2026 Q4 2025 |
1,991
shares
|
$275,196
0.04% of portfolio
|
Q2 2024
Added 8.62%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
1,990
shares
|
$275,057
0.01% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Jan 21, 2026 Q4 2025 |
1,987
shares
|
$274,643
0.16% of portfolio
|
Q4 2025
Reduced 4.01%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
1,980
shares
|
$273,675
0.01% of portfolio
|
Q3 2024
Reduced 33.82%
|
|