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 |
|---|---|---|---|---|---|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
778
shares
|
$107,535
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
770
shares
|
$106,429
0.0% of portfolio
|
Q3 2025
Reduced 20.62%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
768
shares
|
$106,152
0.02% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
765
shares
|
$105,738
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
749
shares
|
$103,526
0.01% of portfolio
|
Q3 2025
Reduced 27.0%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
728
shares
|
$100,624
0.02% of portfolio
|
Q3 2025
Reduced 11.54%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
716
shares
|
$98,965
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
706
shares
|
$97,583
0.01% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jan 15, 2026 Q4 2025 |
694
shares
|
$95,924
0.04% of portfolio
|
Q4 2024
Added 25.95%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
693
shares
|
$95,786
0.03% of portfolio
|
Q2 2025
Added 55.73%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
685
shares
|
$94,680
0.02% of portfolio
|
N/A
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
653
shares
|
$90,257
0.01% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
650
shares
|
$89,843
0.01% of portfolio
|
Q4 2025
Added 35.14%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jan 16, 2026 Q4 2025 |
635
shares
|
$87,769
0.02% of portfolio
|
Q4 2025
Reduced 7.3%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
616
shares
|
$85,143
0.02% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
600
shares
|
$82,932
0.02% of portfolio
|
Q2 2020
Reduced 84.26%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 21, 2026 Q4 2025 |
598
shares
|
$82,655
0.01% of portfolio
|
Q4 2025
Added 10.33%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
587
shares
|
$81,135
0.05% of portfolio
|
Q1 2025
Reduced 44.15%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
582
shares
|
$80,444
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
574
shares
|
$79,338
0.03% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jan 23, 2026 Q4 2025 |
559
shares
|
$77,264
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
553
shares
|
$76,435
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
529
shares
|
$73,118
0.01% of portfolio
|
Q4 2025
Added 1724.14%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
520
shares
|
$71,874
0.03% of portfolio
|
Q1 2025
Reduced 51.63%
|
|
|
Piscataqua Savings Bank
|
Jan 16, 2026 Q4 2025 |
515
shares
|
$71,183
0.05% of portfolio
|
Q1 2021
New holding
|
|