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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
178
shares
|
$24,603
0.0% of portfolio
|
Q3 2024
Reduced 81.32%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
175
shares
|
$24,188
0.01% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
175
shares
|
$24,188
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
174
shares
|
$24,050
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 22, 2026 Q4 2025 |
171
shares
|
$23,635
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
165
shares
|
$22,806
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
164
shares
|
$22,668
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
164
shares
|
$22,668
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
158
shares
|
$21,838
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
151
shares
|
$20,871
0.0% of portfolio
|
Q2 2024
Reduced 46.83%
|
|
|
First United Bank & Trust
|
Jan 21, 2026 Q4 2025 |
150
shares
|
$20,733
0.01% of portfolio
|
Q3 2025
Reduced 11.76%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
148
shares
|
$20,456
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
145
shares
|
$20,041
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
142
shares
|
$19,627
0.01% of portfolio
|
Q3 2025
Added 294.44%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
140
shares
|
$19,350
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
136
shares
|
$18,797
0.01% of portfolio
|
Q1 2024
Reduced 30.61%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
136
shares
|
$18,797
0.01% of portfolio
|
Q2 2022
Added 240.0%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
135
shares
|
$18,659
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
127
shares
|
$17,553
0.0% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
125
shares
|
$17,277
0.0% of portfolio
|
Q4 2025
Reduced 37.5%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
124
shares
|
$17,139
0.0% of portfolio
|
Q3 2024
Reduced 10.79%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
121
shares
|
$16,724
0.0% of portfolio
|
Q3 2023
Added 0.83%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
120
shares
|
$16,586
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
118
shares
|
$16,309
0.01% of portfolio
|
Q1 2024
Added 0.85%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
110
shares
|
$15,204
0.01% of portfolio
|
Q4 2025
Added 0.92%
|
|