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 |
|---|---|---|---|---|---|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,979
shares
|
$273,537
0.02% of portfolio
|
Q4 2022
Reduced 3.79%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 07, 2025 Q3 2025 |
1,970
shares
|
$272,293
0.09% of portfolio
|
Q3 2025
Reduced 39.66%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
1,949
shares
|
$269,390
0.01% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
1,948
shares
|
$269,252
0.06% of portfolio
|
Q4 2022
Reduced 33.92%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
1,944
shares
|
$268,699
0.02% of portfolio
|
Q3 2025
Added 132.54%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
1,941
shares
|
$268,285
0.1% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
1,940
shares
|
$268,146
0.01% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Nov 12, 2025 Q3 2025 |
1,932
shares
|
$267,041
0.17% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jan 23, 2026 Q4 2025 |
1,931
shares
|
$266,902
0.13% of portfolio
|
Q4 2025
Added 0.84%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
1,928
shares
|
$266,488
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Oct 28, 2025 Q3 2025 |
1,918
shares
|
$265,105
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
1,915
shares
|
$264,691
0.04% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
1,907
shares
|
$263,585
0.34% of portfolio
|
Q2 2023
Reduced 1.8%
|
|
|
Friday Financial
Dubuque, IA |
Jan 09, 2026 Q4 2025 |
1,902
shares
|
$262,894
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Baugh & Associates, LLC
|
Jan 14, 2026 Q4 2025 |
1,900
shares
|
$262,618
0.12% of portfolio
|
Q4 2025
Reduced 11.01%
|
|
|
Hall Capital Management CO Inc
|
Nov 12, 2025 Q3 2025 |
1,900
shares
|
$262,618
0.11% of portfolio
|
Q1 2024
Reduced 13.64%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
1,898
shares
|
$262,341
0.02% of portfolio
|
Q3 2025
Added 9.21%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
1,896
shares
|
$262,065
0.06% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Jan 21, 2026 Q4 2025 |
1,896
shares
|
$262,065
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
1,894
shares
|
$261,788
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
1,882
shares
|
$260,130
0.04% of portfolio
|
Q4 2025
Reduced 8.55%
|
|
|
Webster Bank, N. A.
|
Jan 23, 2026 Q4 2025 |
1,880
shares
|
$259,853
0.02% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
1,878
shares
|
$259,577
0.02% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
1,875
shares
|
$259,162
0.03% of portfolio
|
Q3 2025
Reduced 21.71%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
1,862
shares
|
$257,365
0.06% of portfolio
|
Q4 2025
Added 25.98%
|
|