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 |
|---|---|---|---|---|---|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
509
shares
|
$70,353
0.02% of portfolio
|
Q1 2024
Reduced 11.79%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 22, 2026 Q4 2025 |
507
shares
|
$70,077
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
506
shares
|
$69,939
0.01% of portfolio
|
Q1 2023
Added 11.7%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
503
shares
|
$69,524
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
500
shares
|
$69,110
0.01% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
500
shares
|
$69,110
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
495
shares
|
$68,418
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
477
shares
|
$65,930
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
475
shares
|
$65,654
0.03% of portfolio
|
Q2 2020
Reduced 32.14%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
475
shares
|
$65,654
0.01% of portfolio
|
Q4 2023
Reduced 55.81%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
454
shares
|
$62,751
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Palouse Capital Management, Inc.
|
Jan 22, 2026 Q4 2025 |
434
shares
|
$59,987
0.04% of portfolio
|
Q4 2025
Reduced 3.56%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
425
shares
|
$58,743
0.02% of portfolio
|
Q4 2024
Added 203.57%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
420
shares
|
$58,052
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
414
shares
|
$57,223
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
404
shares
|
$55,840
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
402
shares
|
$55,564
0.0% of portfolio
|
Q3 2025
Added 12.61%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
401
shares
|
$55,426
0.0% of portfolio
|
Q3 2025
Reduced 92.91%
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
400
shares
|
$55,288
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
400
shares
|
$55,288
0.02% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
385
shares
|
$53,214
0.01% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
383
shares
|
$52,938
0.0% of portfolio
|
Q1 2025
Added 16.77%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
382
shares
|
$52,800
0.0% of portfolio
|
Q1 2025
Reduced 26.54%
|
|
|
Tfc Financial Management
|
Jan 23, 2026 Q4 2025 |
373
shares
|
$51,556
0.01% of portfolio
|
Q3 2025
Reduced 67.51%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
372
shares
|
$51,417
0.02% of portfolio
|
Q3 2025
New holding
|
|