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 |
|---|---|---|---|---|---|
|
Charter Oak Capital Management, LLC
|
Jan 23, 2026 Q4 2025 |
1,516
shares
|
$209,541
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
1,510
shares
|
$208,712
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
1,508
shares
|
$208,435
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Jan 22, 2026 Q4 2025 |
1,505
shares
|
$208,021
0.06% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
1,501
shares
|
$207,468
0.01% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
1,500
shares
|
$207,330
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
1,500
shares
|
$207,330
0.01% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
1,500
shares
|
$207,330
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
1,493
shares
|
$206,362
0.05% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
1,493
shares
|
$206,362
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
1,486
shares
|
$205,394
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 10, 2025 Q3 2025 |
1,480
shares
|
$204,565
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
1,479
shares
|
$204,427
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
1,477
shares
|
$204,150
0.01% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
1,475
shares
|
$203,874
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2026 Q4 2025 |
1,472
shares
|
$203,459
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
1,471
shares
|
$203,321
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 10, 2025 Q3 2025 |
1,470
shares
|
$203,183
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
1,464
shares
|
$202,354
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
1,458
shares
|
$201,524
0.02% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Oct 17, 2025 Q3 2025 |
1,452
shares
|
$200,695
0.11% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
1,450
shares
|
$200,419
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
1,450
shares
|
$200,419
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
1,448
shares
|
$200,142
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
1,442
shares
|
$199,313
0.04% of portfolio
|
Q3 2025
Reduced 25.75%
|
|