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 |
|---|---|---|---|---|---|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
58
shares
|
$8,016
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
57
shares
|
$7,878
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
50
shares
|
$6,911
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 13, 2026 Q4 2025 |
50
shares
|
$6,911
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
West Branch Capital LLC
|
Jan 16, 2026 Q4 2025 |
40
shares
|
$5,528
0.0% of portfolio
|
Q3 2021
Reduced 71.83%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
39
shares
|
$5,390
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
35
shares
|
$4,837
0.0% of portfolio
|
Q3 2025
Reduced 41.67%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
34
shares
|
$4,699
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
33
shares
|
$4,561
0.14% of portfolio
|
Q3 2024
Reduced 19.51%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
32
shares
|
$4,423
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
30
shares
|
$4,146
0.0% of portfolio
|
Q3 2025
Reduced 72.22%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
30
shares
|
$4,146
0.0% of portfolio
|
Q3 2025
Reduced 78.26%
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
28
shares
|
$3,870
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
27
shares
|
$3,731
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jan 20, 2026 Q4 2025 |
22
shares
|
$3,040
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
22
shares
|
$3,040
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
18
shares
|
$2,487
0.0% of portfolio
|
Q4 2025
Reduced 51.35%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
18
shares
|
$2,487
0.0% of portfolio
|
Q1 2025
Reduced 75.34%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
13
shares
|
$1,796
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Optima Capital LLC
Portland, OR |
Jan 23, 2026 Q4 2025 |
10
shares
|
$1,382
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
8
shares
|
$1,105
0.0% of portfolio
|
Q2 2021
Reduced 77.14%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
5
shares
|
$691
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
3
shares
|
$414
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
2
shares
|
$276
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
2
shares
|
$276
0.0% of portfolio
|
Q3 2024
New holding
|
|