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 |
|---|---|---|---|---|---|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
1,717
shares
|
$237,323
0.01% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
1,714
shares
|
$236,909
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
1,705
shares
|
$235,665
0.02% of portfolio
|
Q2 2025
Reduced 15.17%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
1,701
shares
|
$235,112
0.1% of portfolio
|
Q4 2023
Reduced 12.9%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
1,699
shares
|
$234,835
0.02% of portfolio
|
Q4 2025
Reduced 0.18%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
1,695
shares
|
$234,282
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
1,691
shares
|
$233,730
0.01% of portfolio
|
Q3 2025
Added 9.24%
|
|
|
Signature Wealth Management Group
|
Jan 15, 2026 Q4 2025 |
1,680
shares
|
$232,209
0.1% of portfolio
|
Q4 2023
Reduced 0.24%
|
|
|
Riverstone Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
1,680
shares
|
$232,209
0.12% of portfolio
|
Q4 2023
Reduced 6.93%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 20, 2026 Q4 2025 |
1,679
shares
|
$232,071
0.03% of portfolio
|
Q4 2025
Added 0.54%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
1,676
shares
|
$231,656
0.01% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Oct 31, 2025 Q3 2025 |
1,667
shares
|
$230,412
0.07% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
1,663
shares
|
$229,859
0.02% of portfolio
|
Q2 2024
Reduced 5.19%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
1,662
shares
|
$229,721
0.03% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
1,661
shares
|
$229,583
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 22, 2026 Q4 2025 |
1,652
shares
|
$228,339
2.79% of portfolio
|
Q4 2025
Reduced 37.8%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,645
shares
|
$227,371
0.0% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
1,642
shares
|
$226,957
0.02% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Seneca House Advisors
|
Oct 10, 2025 Q3 2025 |
1,635
shares
|
$225,989
0.1% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
1,635
shares
|
$225,989
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Nov 12, 2025 Q3 2025 |
1,631
shares
|
$225,436
0.06% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
1,625
shares
|
$224,607
0.04% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,624
shares
|
$224,469
0.01% of portfolio
|
Q2 2025
Reduced 13.57%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
1,620
shares
|
$223,916
0.01% of portfolio
|
Q1 2024
Reduced 4.09%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Nov 12, 2025 Q3 2025 |
1,607
shares
|
$222,119
0.16% of portfolio
|
Q3 2025
Reduced 0.31%
|
|