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 |
|---|---|---|---|---|---|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
1,603
shares
|
$221,566
0.02% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 21, 2026 Q4 2025 |
1,600
shares
|
$221,152
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
1,600
shares
|
$221,152
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
1,600
shares
|
$221,152
0.01% of portfolio
|
Q1 2024
Reduced 41.28%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
1,598
shares
|
$220,875
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
1,589
shares
|
$219,631
0.04% of portfolio
|
Q3 2025
Reduced 5.7%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Nov 06, 2025 Q3 2025 |
1,589
shares
|
$219,631
0.18% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
1,588
shares
|
$219,493
0.28% of portfolio
|
Q2 2024
New holding
|
|
|
Warwick Investment Management, Inc.
|
Jan 15, 2026 Q4 2025 |
1,583
shares
|
$218,802
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
1,571
shares
|
$217,143
0.03% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
1,570
shares
|
$217,005
0.17% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
1,568
shares
|
$216,728
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
1,565
shares
|
$216,314
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Augustine Asset Management Inc
|
Jan 16, 2026 Q4 2025 |
1,562
shares
|
$215,899
0.05% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
1,551
shares
|
$214,379
0.01% of portfolio
|
Q2 2025
Reduced 14.26%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 20, 2026 Q4 2025 |
1,551
shares
|
$214,379
0.02% of portfolio
|
Q1 2025
Reduced 10.96%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
1,549
shares
|
$214,102
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
1,546
shares
|
$213,688
0.0% of portfolio
|
Q3 2025
Reduced 28.23%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
1,539
shares
|
$212,720
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
1,537
shares
|
$212,444
0.02% of portfolio
|
Q3 2025
Reduced 22.06%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
1,536
shares
|
$212,305
0.03% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Nov 17, 2025 Q3 2025 |
1,530
shares
|
$211,476
0.04% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jan 14, 2026 Q4 2025 |
1,526
shares
|
$210,923
0.05% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
1,522
shares
|
$210,370
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,518
shares
|
$209,817
0.17% of portfolio
|
Q1 2023
Reduced 65.4%
|
|